证券日报网1月28日讯，豪迈科技（002595）在接受调研者提问时表示，轮胎模具的更换，部分是因为 使用达到寿命期限，部分是因为花纹的更新换代。模具的寿命与材质、加工技术、使用方法等多种因素 有关，目前花纹更新换代的频率相对也越来越高。 ...

证券日报网1月28日讯，豪迈科技（002595）在接受调研者提问时表示，公司机床产品自2022年全面推 向市场以来，经过客户的前期试用，已有不少客户存在返单情况，客户的采购量有所提升。当前，公司 对外销售的产品主要有立式五轴加工中心、精密加工中心、超硬刀具五轴激光加工中心、卧式五轴加工 中心、卧式车铣复合加工中心等产品，客户群涉及电子信息、汽车制造、精密模具、半导体等行业。 2025年1月-9月，公司数控机床产品合并口径实现营业收入约8亿元。目前公司机床业务生产忙碌，2025 年度的合并口径营业收入数据与行业政策、市场需求及内外部订单结构变化等相关。 ...

证券日报网1月28日讯，豪迈科技（002595）在接受调研者提问时表示，当前，公司大型零部件机械产 品订单饱满，生产产线满负荷运转。2025年上半年，公司风电零部件业务和燃气轮机零部件业务均实现 了较好的增长。未来业务的发展及增长情况可能受市场变化、供求关系、政策动态等多重因素影响。 ...

证券日报网1月28日讯，豪迈科技（002595）在接受调研者提问时表示，2025年上半年，轮胎模具业务 毛利率40.21%，同比降低1.00个百分点，主要受产品结构变化、人员数量增加等因素的叠加影响，其中 人员同比增加1000多人。 ...

证券日报网1月28日讯，豪迈科技（002595）在接受调研者提问时表示，公司燃气轮机业务客户主要有 GE、三菱、西门子、上海电气（601727）、东方电气（600875）、哈电等。 ...

铸造和精加工，在风电和燃气轮机之间可以进行产能调整。 证券代码：002595 证券简称：豪迈科技 山东豪迈机械科技股份有限公司 投资者关系活动记录表 编号：20260128 投资者关系 活动类别 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 现场参观 □ 其他 参与单位名称 及人员姓名 国海证券 董伯骏等 国泰基金 戴计辉等 西南证券 周鑫雨 西部证券 邓宇轩 天风证券 任康等 兴全基金 姚佳等 时间 2026 年 1 月 27 日-2026 年 1 月 28 日 地点 豪迈科技公司接待室 上市公司 接待人员姓名 证券事务代表 赵倩倩 投资者关系 活动主要内容 介绍 一、基本情况 1、轮胎模具业务的产品定价及产品毛利率情况。 公司轮胎模具业务有系统的定价机制，会综合考量产品的规格型号和尺寸、加 工难度、复杂程度、订单周期等多方面因素而定，毛利率水平主要与产品的类型、 复杂程度等相关。 2、轮胎模具业务毛利率变化的影响因素。 2025 年上半年，轮胎模具业务毛利率 40.21%，同比降低 1.00 个百分点，主要 受产品结构变化、人员数量增加等因素的叠加影响，其中人员 ...

Investment Rating - The industry maintains a "Positive" rating, with specific companies recommended for "Increase" ratings: Zhonglian Heavy Industry (000157), Hengli Hydraulic (601100), Jiechang Drive (603583), and Haomai Technology (002595) [4][34]. Core Insights - The construction machinery sector is experiencing a recovery in demand due to the rollout of key projects and favorable policies for large-scale equipment updates. Excavator sales in 2025 are projected to reach 235,300 units, a year-on-year increase of 17% [4]. - In the robotics sector, the humanoid robot industry remains vibrant, with significant events such as the upcoming release of Tesla's Optimus 3. The year 2026 is seen as a critical development period for the industry, with several companies pursuing IPOs [4]. - The tower crane utilization rate in December 2025 was reported at 55.1%, indicating a slight decrease from the previous month [12]. Industry News - In December 2025, the profit growth for industrial enterprises above designated size was 0.6%, with total profits amounting to 73,982 billion [12]. - The tower crane rental price index was recorded at 496.52 points, down 5.65 points from the previous month [12]. Company Announcements - Jiechang Drive announced a projected net profit increase of 40.00% to 55.00% for 2025, with expected profits between 394.77 million and 437.06 million [24]. - Aiko Optoelectronics forecasted a staggering net profit growth of 262.52% to 345.20% for 2025, with profits expected to range from 57 million to 70 million [25].

Core Viewpoint - The company, Haomai Technology, has seen an increase in customer orders for its machine tool products since their market launch in 2022, indicating a positive trend in sales and customer demand [1] Group 1: Product and Market Performance - The company's machine tool products include vertical five-axis machining centers, precision machining centers, ultra-hard tool five-axis laser machining centers, horizontal five-axis machining centers, and horizontal turning-milling composite machining centers [1] - The customer base spans various industries, including electronic information, automotive manufacturing, precision molds, and semiconductors [1] Group 2: Financial Outlook - For the period from January to September 2025, the company's CNC machine tool products are projected to achieve a consolidated revenue of approximately 800 million yuan [1] - The performance of the machine tool business is influenced by industry policies, market demand, and changes in the internal and external order structure [1]

Group 1 - The company, Haomai Technology, has initiated the use of its 65,000 tons casting expansion project, which is now gradually being put into operation [2] - A new registration for 70,000 tons of casting capacity has been established, with specific construction and production plans dependent on market conditions, order changes, and industry development [2]

Group 1 - The core viewpoint of the article highlights the volatility in the wind power market over recent years, with wind power product prices being more market-driven [2] - In contrast, the prices of gas turbine products have remained relatively stable [2]