截至2025年10月23日收盘，宏德股份(301163)报收于29.46元，上涨1.13%，换手率3.86%，成交量2.11万 手，成交额6173.89万元。 董秘最新回复 投资者： 公司有没有对销售产品进行分类，海风部分零部件占比高点还是陆风零件销售占比高一点 来自交易信息汇总：10月23日主力资金净流出545.31万元，散户资金净流入624.35万元。 交易信息汇总资金流向 10月23日主力资金净流出545.31万元；游资资金净流出79.04万元；散户资金净流入624.35万元。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 董秘： 尊敬的投资者，您好！南高齿是公司的客户，公司目前给客户提供的产品不涉及减速器应用领 域。感谢您的关注！ 投资者： 今年来新增深海经济，深地经济，其实"风电经济"风力发电是可再生能源领域中技术最成 熟、最具规模开发条件和商业化发展前景的发电方式之一。发展风力发电对于解决能源危机、减轻环境 污染、调整能源结构等方面都有着非常重要的意义。请问公司属于风电经济吗？公司今年来风力发电订 单是否充足？ 董秘： ...

Financial Performance - The company reported a total revenue of 440 million yuan for the first half of 2025, representing a year-on-year increase of 49.11% [1] - The net profit attributable to shareholders reached 25.22 million yuan, up 34.88% year-on-year [1] - In Q2 2025, total revenue was 246 million yuan, with a year-on-year growth of 49.33%, and net profit was 22.32 million yuan, reflecting a significant increase of 175.68% [1] - The gross margin decreased to 15.47%, down 23.39% year-on-year, while the net margin fell to 5.73%, a decrease of 9.55% [1] - The company's receivables increased by 35.1% year-on-year, indicating a potential liquidity concern [1] Business Model and Strategy - The company specializes in the R&D, production, and sales of high-end equipment key castings, positioning itself as a high-tech enterprise with independent R&D capabilities [3][4] - The company is focused on a diversified development model involving both ductile iron and aluminum castings, serving multiple sectors including wind power, electrical equipment, and medical devices [4] - The company is currently constructing a project with an annual production capacity of 30,000 tons of precision machining for key components, with partial equipment installation expected in Q3 2025 [5] Market Position and Clientele - The company has a concentrated client base in the wind power sector, with major domestic clients including Goldwind Technology and Dongfang Electric, benefiting from favorable policies in the industry [6] - The company maintains stable relationships with overseas clients, ensuring consistent order volumes and plans to leverage opportunities in the overseas wind power market [6] - In the pump and valve sector, key clients include Grundfos, while in the medical device sector, major clients are Siemens Healthineers and Neusoft Medical [7]

Group 1: Company Overview - The company specializes in the R&D, production, and sales of high-end equipment key castings, positioning itself as a high-tech enterprise with independent R&D and innovation capabilities [2] - It has over 30 years of experience in the casting industry and aims to become a leading enterprise in the global high-end equipment sector, promoting "craftsmanship spirit and green intelligent manufacturing" [2] - The company is one of the few domestic manufacturers that master both high-performance ductile iron and aluminum casting core technologies, adopting a diversified development model involving wind power, electric power, and medical equipment [2] Group 2: Production Capacity and Planning - The company is currently constructing a "30,000 tons annual production capacity for key precision components" project, with some equipment expected to be installed by Q3 2025 [3] - Production capacity will be adjusted based on industry changes, market developments, and customer orders, with a focus on increasing domestic and international customer development [3] - The company aims to enhance its sales level by aligning closely with customer needs and industry trends, while continuously integrating customer resources and supply chain advantages [3] Group 3: Market Performance and Customer Base - In the wind power sector, the company has concentrated domestic clients, with significant sales growth in Q1 2025 due to favorable policies, indicating a positive outlook for the wind power industry this year [3] - The overseas market shows stable order volumes from long-term partners, with a strong focus on business cooperation and seizing market opportunities [3] - Key clients in the pump and valve sector include Grundfos, while Siemens Medical and Neusoft Medical are major clients in the medical equipment field; the company plans to maintain existing relationships while expanding its customer base [3]