10月22日，泰福泵业盘中上涨2.02%，截至09:56，报26.28元/股，成交1152.46万元，换手率0.58%，总 市值25.05亿元。 资料显示，浙江泰福泵业股份有限公司位于浙江省台州市温岭市东部新区龙门大道5号，成立日期1993 年5月21日，上市日期2021年5月25日，公司主营业务涉及民用水泵的研发、生产和销售。主营业务收入 构成为：陆上泵51.45%，井用潜水泵17.23%，小型潜水泵11.18%，循环泵7.54%，配件及其他6.09%， 节能泵5.98%，其他0.53%。 泰福泵业所属申万行业为：机械设备-通用设备-其他通用设备。所属概念板块包括：小盘、微盘股、热 泵概念、出海概念、智慧农业（数字乡村）等。 截至6月30日，泰福泵业股东户数6703.00，较上期增加16.37%；人均流通股11537股，较上期减少 14.29%。2025年1月-6月，泰福泵业实现营业收入4.25亿元，同比增长10.95%；归母净利润2333.42万 元，同比减少19.26%。 分红方面，泰福泵业A股上市后累计派现2645.51万元。近三年，累计派现2018.99万元。 泰福泵业今年以来股价跌1.67%，近5 ...

Core Viewpoint - The company has demonstrated significant growth in revenue and cash flow, driven by strategic partnerships and product innovation in the pump industry, while also exploring new growth avenues through acquisitions in the capacitor film sector [1][2][3][4] Financial Performance - In the first half of 2025, the company achieved operating revenue of 425 million yuan, representing a year-on-year increase of 10.95% - The net cash flow from operating activities reached 71.97 million yuan, showing a substantial year-on-year growth of 218.11% - Domestic revenue saw a remarkable increase of 247.26%, attributed to collaborations with strategic platform clients [1][2] Operational Strategy - The company has implemented a large-scale order acquisition strategy, effectively distributing fixed costs and enhancing production efficiency - The focus on "order acquisition" as a core operational metric has led to improved cost control and operational effectiveness [2] - The product matrix has shown differentiated growth, particularly in energy-saving pumps, which have maintained high gross margins while expanding revenue [2] Strategic Expansion - The company is actively pursuing external growth opportunities, including a strategic acquisition in the capacitor film industry to create a second growth curve - The acquisition aims to enhance the quality and performance of existing pump products while opening a new business growth avenue in capacitor films [3][4] - The capacitor film is crucial for pump motor performance, and controlling this upstream component is expected to strengthen the company's competitive edge [3][4]