9月2日，隆盛科技涨5.54%，截至发稿，报46.68元/股，成交8.32亿元，换手率10.76%，总市值106.30亿 元。隆盛科技股价已经连续3天上涨，区间累计涨幅3.9%。 资料显示，无锡隆盛科技股份有限公司位于无锡市新吴区珠江路99号，成立日期2004年6月16日，上市 日期2017年7月25日，公司主营业务涉及发动机废气再循环（EGR）系统板块、新能源板块和精密零部 件板块。主营业务收入构成为：其他62.71%，EGR产品及喷射系统37.29%。 从基金十大重仓股角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 广发招利混合A（015838）基金经理为段涛。 截至发稿，段涛累计任职时间5年109天，现任基金资产总规模22.79亿元，任职期间最佳基金回报 68.06%， 任职期间最差基金回报-45.66%。 数据显示，广发基金旗下1只基金重仓隆盛科技。广发招利混合A（015838）二季度持有股数7.85万股， 占基金净值比例为3.77%，位 ...

Core Viewpoint - The company reported a 1Q25 performance with revenue growth of 7% year-on-year, driven by the sales performance of core customers, despite a 20% decline compared to the previous quarter [1] Financial Performance - 1Q25 revenue reached 610 million yuan, with a net profit attributable to shareholders of 58.67 million yuan, and a non-recurring net profit of 55.34 million yuan, reflecting an 8% year-on-year increase [1] - The gross margin for 1Q25 was 18.1%, showing a slight decrease of 0.5 percentage points quarter-on-quarter but an increase of 1.6 percentage points year-on-year [2] - The net profit margin improved to 9.7%, with a quarter-on-quarter increase of 0.4 percentage points and a year-on-year increase of 0.3 percentage points [2] Business Trends - The company’s revenue growth in 1Q25 was supported by the increase in sales of EGR products and injection systems, which benefited from the growth in hybrid vehicle sales and natural gas heavy truck registrations [1] - The new energy passenger vehicle sales increased by 42.8% year-on-year, with pure electric vehicle sales up by 39% and plug-in hybrid vehicle sales up by 64% [1] Strategic Initiatives - The company is expanding into low-altitude economy and humanoid robotics, with a focus on precision machining components for aerospace and drones, and has established strategic partnerships with several aerospace companies [3] - A subsidiary was formed to focus on humanoid robotics, and the company has showcased its first industrial-grade humanoid robot, which utilizes self-developed servo drive technology [3] Profit Forecast and Valuation - The profit forecast for 2025 and 2026 remains unchanged, with the current stock price corresponding to P/E ratios of 31.2 and 25.4 for 2025 and 2026, respectively [4] - The target price is maintained at 45.57 yuan, indicating a potential upside of 12.1% from the current stock price [4]