证券代码：834058 证券简称：华洋赛车 公告编号：2025-033 浙江华洋赛车股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日在北 京证券交易所信息披露平台（http://www.bse.cn/）发布了《2024 年年度报告》 （公告编号：2025-006），为方便广大投资者更深入了解公司 2024 年度经营业绩 的具体情况，加强与投资者的互动交流，公司拟召开 2024 年年度报告业绩说明 会 二、 说明会召开的时间、地点 （一）会议召开时间：2025 年 5 月 16 日（星期五）15:00-17:00。 （二）会议召开地点 浙江华洋赛车股份有限公司 2024 年年度报告说明会预告公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 说明会类型 (问题征集专题页面二维码) 五、 联系方式 联系人：任宇 联系电话：0578-3068866 本次年报业绩说明会将采用网络远程的方式举行，投资者可登录全景网"投 资者关系互动平台"（http://ir.p5w.net）参与本次年报 ...

A股汽车服务板块尾盘再度活跃，征和工业封板涨停，久祺股份涨超9%，绿通科技、华洋赛车、浩物 股份等跟涨。 ...

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [1] Core Views - The company has seen significant growth in key markets such as Russia and Europe, with a year-on-year revenue increase of 162% in Q1 2025. The revenue for 2024 and Q1 2025 reached 527 million and 178 million yuan respectively, representing a year-on-year growth of 10.06% and 264.24%. The net profit attributable to the parent company for the same periods was 56.14 million and 12 million yuan, with year-on-year increases of 9.43% and 161.79% [2] - The company's gross profit margin for 2024 is expected to increase by 0.53 percentage points to 22.32%, despite rising expenses related to new product development and market promotion [2] - The company is implementing a dual-brand strategy to penetrate niche markets and is actively entering the electric and new energy vehicle market [3] Revenue and Profit Forecast - Total revenue is projected to grow from 478.80 million yuan in 2023 to 989.34 million yuan by 2027, with a compound annual growth rate (CAGR) of approximately 20.02% [1] - The net profit attributable to the parent company is expected to rise from 51.31 million yuan in 2023 to 113.57 million yuan in 2027, reflecting a CAGR of about 25.31% [1] Market Demand and Product Performance - The demand for the company's products is increasing both domestically and internationally, with revenue from two-wheeled motorcycles expected to grow by 15.26% to 347 million yuan in 2024, accounting for 65.86% of total revenue [2] - The all-terrain vehicle (ATV) segment is also expected to see a revenue increase of 3.38% to 163 million yuan in 2024, although its share of total revenue is projected to decrease [2] Strategic Initiatives - The company has established a dual-brand strategy with the launch of the KAYO brand, which has gained a competitive edge in various international markets [3] - A new subsidiary, Huari Energy, has been set up to focus on the electric vehicle market, aiming to capture opportunities across the entire industry chain [3]

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [1] Core Views - The company has seen significant growth in key markets such as Russia and Europe, with a year-on-year revenue increase of 162% in Q1 2025. The revenue for 2024 and Q1 2025 reached 527 million and 178 million yuan respectively, representing a year-on-year growth of 10.06% and 264.24%. The net profit attributable to the parent company for the same periods was 56.14 million and 12 million yuan, with year-on-year growth of 9.43% and 161.79% [2] - The company's gross profit margin for 2024 is expected to increase by 0.53 percentage points to 22.32%, despite rising expenses related to new product development and market promotion [2] - The company is implementing a dual-brand strategy to penetrate niche markets and is actively entering the electric and new energy vehicle market [3] Revenue and Profit Forecast - Total revenue is projected to grow from 478.80 million yuan in 2023 to 989.34 million yuan in 2027, with a compound annual growth rate (CAGR) of approximately 20.02% [1] - The net profit attributable to the parent company is expected to increase from 51.31 million yuan in 2023 to 113.57 million yuan in 2027, reflecting a CAGR of approximately 25.31% [1] Market Demand and Product Performance - The demand for the company's products is increasing both domestically and internationally, with revenue from two-wheeled motorcycles expected to grow by 15.26% to 347 million yuan in 2024, accounting for 65.86% of total revenue [2] - The all-terrain vehicle (ATV) segment is also expected to see revenue growth of 3.38% to 163 million yuan in 2024, although its share of total revenue is projected to decrease [2] Strategic Initiatives - The company has established a dual-brand strategy with the launch of the KAYO brand, which has gained a competitive edge in various international markets [3] - A new subsidiary, Huari Energy, has been set up to focus on the electric vehicle market, aligning with the company's strategy to transition from traditional fuel to electric power [3]

证券代码：834058 证券简称：华洋赛车 公告编号：2025-032 浙江华洋赛车股份有限公司 投资者关系活动记录表 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 √特定对象调研 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 问题 3：公司多次分红，本次又提出分红计划，2025 年度有无分红计划？ 回答：自 2023 年 8 月登录北交所至今，算上本次披露 2024 年度权益分派预 案，公司已连续 4 次进行现金分红，累计总额约为 1.6 亿元。公司管理层秉承积 极回馈股东理念，会综合考量战略发展规划及年度经营情况合理安排权益分派等 事宜，并按《北京证券交易所股票上市规则》相关规定进行审议、披露。 活动时间：2025 年 4 月 29 日 活动地点：公司会议室线上交流会 参会单位及人员：华源证券、东吴证券、国联证券、联储证券、金元证券、 民生证券、中泰证券、中金证券、汇添富基金、华鑫证券、银河基金、诚旸投资、 ...

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [5] Core Views - The company has successfully expanded its product boundaries through its dual subsidiaries, with the KAYO brand gaining recognition in potential markets such as the Far East and South America [5][7] - In 2024, the company achieved a revenue of 527 million yuan, representing a year-on-year increase of 10.06%, and a net profit attributable to shareholders of 56.14 million yuan, up 9.43% year-on-year [6] - The company’s export revenue accounted for 90.72% of total revenue in 2024, with significant growth in the Far East market due to strategic positioning amidst geopolitical changes [6][7] Summary by Sections Financial Performance - In Q1 2025, the company reported a revenue of 178 million yuan, a year-on-year increase of 264.24%, and a net profit of 11.52 million yuan, up 161.79% year-on-year [6] - The company plans to distribute a cash dividend of 5.95 yuan per 10 shares, totaling 33.37 million yuan [6] Market Expansion - The company has entered over 50 countries and regions, including North America, Europe, South America, and Oceania, with KAYO becoming a leading brand for youth off-road motorcycles in several markets [6] - The company has a diversified distribution strategy to mitigate risks from tariffs and price fluctuations, enhancing its market presence [6][7] Strategic Developments - The establishment of Huari Dynamic Technology and the acquisition of Chongqing Junchi Motorcycle aim to fill market gaps and expand the product matrix, particularly in the new energy sector [6][7] - Collaborations with Zhejiang University for developing competitive off-road motorcycle models have shown substantial progress in key technology research [6] Profit Forecast and Valuation - The projected net profits for 2025-2027 are 72 million, 91 million, and 113 million yuan, respectively, with corresponding EPS of 1.28, 1.62, and 2.02 yuan per share [6][7] - The current price-to-earnings ratios for 2025, 2026, and 2027 are estimated at 26.5, 21.0, and 16.9, respectively [6][7]

| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 301509 | 金凯生 科 | 20.02 | 23.43 | 27.84 | 31.48 | 13.09 | | 832419 | 路斯股 份 | 14.74 | 15.79 | 21.64 | 23.51 | 8.64 | | 300858 | 科拓生 物 | 11.58 | 13.57 | 14.77 | 16.00 | 8.31 | | 603226 | 菲林格 尔 | 10.00 | 2.49 | 6.32 | 6.82 | 7.91 | | 831768 | 拾比佰 | 10.35 | 25.37 | 10.18 | 10.98 | 7.84 | | 871694 | 中裕科 技 | 9.59 | 16.07 | 17.37 | 18.63 | 7.24 | | 002793 | 罗欣药 业 | 10.02 | 5.38 | 4. ...

上市公司：钱江摩托（000913），信隆健康（002105），征和工业（003033），久祺股份（300994）， 林海股份（600099），上海凤凰（600679），中路股份（600818），力帆科技（601777），春风动力 （603129），爱玛科技（603529），隆鑫通用（603766），永安行（603776），新日股份（603787）， 绿通科技（301322），涛涛车业（301345），华洋赛车（834058） 相关报告：智研咨询发布的《2025-2031年中国摩托车行业市场专项调研及投资前景研究报告》 根据中国汽车工业(摩托车)产销快讯数据显示：2024年12月浙江华洋赛车股份有限公司摩托车产量为 4905辆，同比增长29.69%，销量为3719辆，同比下降70.21%，产销率为75.82%，积压1186辆；2024年 1-12月浙江华洋赛车股份有限公司摩托车产量为79798辆，产量累计同比增长34.62%，2024年1-12月浙 江华洋赛车股份有限公司销量为68469辆，销量累计同比增长9.84%，2024年1-12月浙江华洋赛车股份有 限公司摩托车出口量为63088辆，内销量占比为7.86 ...

Investment Rating - The investment rating for Huayang Racing is maintained at "Outperform" [1][3]. Core Views - Huayang Racing is expanding into the new energy and motorcycle manufacturing sectors, with a focus on tapping into the potential of the Far East market [1][4]. - The company expects to achieve a revenue of 520 million yuan in 2024, representing a year-on-year growth of 8.63%, and a net profit of 55.54 million yuan, an increase of 8.27% [3]. - The company has completed acquisitions of two subsidiaries to enhance its presence in the new energy sector and motorcycle manufacturing [4]. - Huayang Racing has a strong brand presence and is actively exploring the Far East market, particularly in Russia, where it has seen significant order growth [5]. Financial Summary - The total revenue for 2024 is projected at 520 million yuan, with a year-on-year growth of 8.6% [7]. - The net profit for 2024 is expected to be 56 million yuan, reflecting an 8.6% increase [7]. - The company's gross margin is projected to be around 20.8% in 2024, with a net margin of 10.7% [7]. - Earnings per share (EPS) for 2024 is estimated at 0.99 yuan, with a price-to-earnings (P/E) ratio of 33.0 times [7]. - The company’s total market capitalization is approximately 1.785 billion yuan [1].

Financial Performance - The company's operating revenue for the reporting period was CNY 520,094,807.37, representing a year-on-year increase of 8.63%[4] - The total profit for the period was CNY 60,511,619.97, reflecting a growth of 5.11% compared to the previous year[4] - The net profit attributable to shareholders of the listed company was CNY 55,549,370.50, up by 8.27% year-on-year[4] - The net profit attributable to shareholders after deducting non-recurring gains and losses was CNY 52,919,839.70, showing a significant increase of 16.60%[4] Assets and Equity - The total assets at the end of the reporting period amounted to CNY 673,861,915.53, an increase of 18.05% from the beginning of the period[4] - The equity attributable to shareholders of the listed company decreased by 3.84% to CNY 344,251,163.23 compared to the beginning of the period[4] Earnings - The earnings per share (EPS) was CNY 0.99, down by 9.86% from the previous year[4] Growth Drivers - The company attributed revenue growth to the acquisition of subsidiaries and improvements in production processes that reduced costs[7] - The increase in total assets was also driven by the acquisition of new subsidiaries and growth in operational assets and liabilities[7] - The decline in equity per share was primarily due to the distribution of cash dividends[7]