证券代码：920699 证券简称：海达尔 公告编号：2026-006 无锡海达尔精密滑轨股份有限公司 委托理财进展的公告 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、 授权委托理财情况 (一) 审议情况 无锡海达尔精密滑轨股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召开第四届董事会第四次会议及第四届监事会第三次会议审议通过了《关于使 用自有闲置资金进行委托理财的议案》，公司拟使用不超过人民币 4,000 万元的 闲置自有资金进行委托理财。该投资额度自董事会审议通过之日起十二个月内有 效。在此投资额度及有效期内，该额度可循环滚动使用。相关内容详见公司在北 交所官网上刊登的《关于使用闲置自有资金委托理财的公告》（公告编号： 2025-035）。 (二)披露标准 （一） 本次委托理财产品的基本情况 | 受托方 | 产品 | | 产品金 | 预计 | 产品期 | | | 资金 | | --- | --- | --- | --- | --- | --- | --- | --- | - ...

国联民生证券承销保荐有限公司 关于无锡海达尔精密滑轨股份有限公司 部分募投项目新增实施地点暨关联交易的 核查意见 国联民生证券承销保荐有限公司（以下简称"保荐机构"）作为无锡海达尔 精密滑轨股份有限公司（以下简称"海达尔"或"公司"）向不特定合格投资者 公开发行股票并在北京证券交易所上市的保荐机构，根据《证券发行上市保荐业 务管理办法》《北京证券交易所股票上市规则》《北京证券交易所上市公司持续 监管办法（试行）》《北京证券交易所上市公司持续监管指引第 9 号——募集资 金管理》《上市公司募集资金监管规则》等相关法律、法规和规范性文件的规定， 对海达尔本次部分募投项目新增实施地点暨关联交易事项进行了核查，具体核查 情况如下： 一、募集资金基本情况 （一）募集资金金额及到位时间 根据中国证券监督管理委员会证监许可[2023]787 号文《关于同意无锡海达 尔精密滑轨股份有限公司向不特定合格投资者公开发行股票注册的批复》，海达 尔向不特定合格投资者公开发行人民币普通股股票 11,000,000 股，发行价格为 10.25 元/股，募集资金总额为 112,750,000.00 元，实际募集资金净额为 94,579,1 ...

证券代码：920699 证券简称：海达尔 公告编号：2026-004 无锡海达尔精密滑轨股份有限公司 关于部分募投项目新增实施地点暨关联交易的公告 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。 无锡海达尔精密滑轨股份有限公司（以下简称"公司"）于2026年3月10日 召开第四届董事会第十一次会议、第四届董事会审计委员会第九次会议及第四 届董事会第五次独立董事专门会议，审议通过了《关于增加募投项目实施地点 暨关联交易的议案》，同意新增募投项目实施地点。现将相关事宜公告如下： （一）募集资金金额及到位时间 根据中国证券监督管理委员会证监许可[2023]787号文《关于同意无锡海达 尔精密滑轨股份有限公司向不特定合格投资者公开发行股票注册的批复》，海 达尔向不特定合格投资者公开发行人民币普通股股票11,000,000股，发行价格 为10.25元/股，募集资金总额为112,750,000.00元，实际募集资金净额为 94,579,150.94元。截至2023年4月26日，上述募集资金已全部到位，并由中汇 会计 ...

证券代码：920699 证券简称：海达尔 公告编号：2026-003 无锡海达尔精密滑轨股份有限公司 第四届董事会第十一次会议决议公告 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、会议召开和出席情况 本次会议召开符合《公司法》等有关法律法规和《公司章程》的相关规定。 （二）会议出席情况 会议应出席董事 5 人，出席和授权出席董事 5 人。 二、议案审议情况 具体内容详见公司于 2026 年 3 月 17 日在北京证券交易所信息披露平台 （www.bse.cn）上披露的《关于部分募投项目新增实施地点暨关联交易的公告》 （公告编号：2026-004）。 2.议案表决结果：同意 3 票；反对 0 票；弃权 0 票。 本议案已经公司第四届董事会审计委员会第九次会议、第四届董事会第五次 独立董事专门会议审议通过。 3.回避表决情况： 关联董事朱光达、朱全海回避表决。 4.提交股东会表决情况： 本议案无需提交股东会审议。 （一）审议通过《关于增加募投项目实施地点暨关联交易的议案》 1.议案内容： 公司结合市 ...

证券代码：920699 证券简称：海达尔 公告编号：2026-002 无锡海达尔精密滑轨股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 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、 授权委托理财情况 (一) 审议情况 无锡海达尔精密滑轨股份有限公司（以下简称"公司"）于 2025 年 4 月 25 日召开第四届董事会第四次会议及第四届监事会第三次会议审议通过了《关于使 用部分闲置募集资金投资理财产品的议案》，根据公司目前资金使用情况，在确 保公司日常运营和资金安全的前提下，公司计划使用不超过人民币 10,000 万元 的募集资金进行委托理财。相关内容详见公司在北交所官网上刊登的《使用闲置 募集资金购买理财产品的公告》（公告编号：2025-033）。 (二)披露标准 根据《北京证券交易所股票上市规则》相关规定，交易的成交金额占上市公 司最近一期经审计净资产的 10%以上，且超过 1,000.00 万元的，应当予以披露； 上市公司连续 12 个月滚动发生理财的，以该期间最高余额为成交额 ...

AI Industry Insights - In February 2026, China's AI model API usage surpassed the US for the first time, with 41.2 trillion tokens compared to the US's 29.4 trillion tokens[5] - The average daily usage of large models in China increased by 263% from H1 2025 to H2 2025, reaching 37 trillion tokens[12] - The demand for domestic computing power is experiencing exponential growth, driven by the rapid adoption of AI technologies[5] Market Performance - The median price change for technology growth stocks on the Beijing Stock Exchange was +0.70% from February 24 to February 27, 2026, with 63% of companies showing an increase[37] - Notable gainers included *ST Yun Chuang (+29.55%), Ke Li Co. (+21.79%), and Tonghui Information (+19.06%) during the same period[37] Valuation Metrics - The median TTM P/E ratio for the mechanical equipment sector rose from 44.0X to 50.0X, while the electronic equipment sector's median P/E increased from 60.5X to 61.0X[43][44] - The median market capitalization for electronic equipment companies increased from 22.4 billion yuan to 23.2 billion yuan[44] Sector Developments - The Beijing Stock Exchange has 28 companies in the AI+ industry chain, covering various segments such as computing power services, AI applications, and AI-powered products[31][32] - The AI computing market in China is projected to reach $25.9 billion in 2025, reflecting a year-on-year growth of 36.2%[26]

Financial Performance - The company reported a revenue of ¥370,534,534.30 for the reporting period, a decrease of 11.15% compared to ¥417,051,985.73 in the same period last year[4] - The total profit for the period was ¥76,267,210.24, down 18.56% from ¥93,644,740.36 year-on-year[4] - Net profit attributable to shareholders was ¥64,943,730.99, reflecting a decline of 20.21% from ¥81,392,709.59 in the previous year[4] - The basic earnings per share decreased to ¥1.42, down 20.22% from ¥1.78 year-on-year[4] - The net profit after deducting non-recurring gains and losses was ¥63,079,044.89, down 15.97% from ¥75,069,870.67 in the previous year[4] - The weighted average return on net assets (after deducting non-recurring items) was 20.31%, down from 26.86% year-on-year[4] Assets and Equity - Total assets at the end of the reporting period were ¥520,942,132.30, a decrease of 2.22% from ¥532,795,853.12 at the beginning of the period[4] - Shareholders' equity attributable to the company increased by 11.47% to ¥343,024,875.11 from ¥307,737,589.12 year-on-year[4] Business Performance - The company's server rail business saw a year-on-year growth, but its revenue contribution remains lower than that of the home appliance rail business[6] - The decline in home appliance performance was attributed to a normalization of market demand following a concentrated replacement wave in 2024[6]

Group 1 - The core viewpoint of the articles indicates that Haidar (920699.BJ) has experienced a slight decline of 0.59% over the past week, despite a single-day increase of 2.48% on February 12 [1] - The stock's trading volume has shown an overall contraction, with technical indicators suggesting short-term moving averages are under pressure, although it managed to surpass the 5-day moving average on February 12 [1] - The MACD indicator shows a narrowing of the green bars, signaling a potential stabilization in the stock's performance [1] Group 2 - On February 6, 2026, Haidar saw a significant increase in financing activity, with a net financing purchase of 951,600 yuan, leading to a financing balance of 39.9852 million yuan, which is a 2.44% increase from the previous day [2] - There were no transactions in the securities lending market, indicating a high concentration of financing and securities lending balances [2] - This change in the funding landscape may reflect some investors' expectations for a short-term rebound in the stock [2]

Group 1 - The home appliance parts sector experienced a decline of 1.2% on January 7, with Tongxing Technology leading the drop [1][2] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] - Key stocks in the home appliance parts sector showed varied performance, with Longdi Group rising by 6.99% and Tongxing Technology falling by 2.98% [1][2] Group 2 - The net outflow of main funds in the home appliance parts sector was 1.862 billion yuan, while retail investors saw a net inflow of 1.764 billion yuan [2] - The table of fund flows indicates that Kangsheng Co. had a significant net inflow from main funds of 150 million yuan, while Tongxing Technology saw a net outflow of 138.90 million yuan [3] - Retail investors contributed positively to several stocks, with notable inflows into Kangsheng Co. and Zhenbang Intelligent [3]

Investment Rating - The report gives an "Accumulate" rating for the company, marking its first coverage [1]. Core Views - The company is deeply engaged in the precision slide rail sector and is expanding its server slide rail business, leveraging the growth of AI [8][14]. - The demand for household appliances is steadily increasing, and there is a high growth in the domestic demand for server slide rails [8][49]. - The company has a comprehensive product layout and is actively expanding its server slide rail offerings [8][73]. - The earnings forecast indicates a potential for rapid growth in performance due to the expansion of the server slide rail business and the gradual release of production capacity [8][26]. Summary by Sections 1. Deep Engagement in Precision Slide Rail Sector - The company specializes in the R&D, production, and sales of precision slide rails, primarily used in household appliances and servers, establishing stable partnerships with major clients [13][14]. - The management team has extensive industry experience, with all members having over ten years in the company [20]. - The company has received numerous honors and qualifications, including being recognized as a high-tech enterprise and a "little giant" in Jiangsu Province [13]. 2. Stable Expansion of Household Slide Rails and High Growth in Server Slide Rail Demand - The company is positioned within the precision metal connection component industry, with significant growth opportunities in both household and server slide rails [40][49]. - The domestic refrigerator market is expected to grow, with retail sales reaching 133.3 billion yuan in 2023, driven by high-end product trends and government policies [49][62]. - The server slide rail market is projected to grow significantly, with the global server market expected to reach 588 billion USD by 2029, reflecting a compound annual growth rate of 18.8% from 2024 to 2029 [64][70]. 3. Comprehensive Product Layout and Active Expansion of Server Slide Rail Offerings - The company offers a wide range of slide rail products, with over 700 models, including approximately 600 household slide rails and about 100 server slide rails [73]. - The server slide rails are designed for high load capacities, ranging from 40kg to 130kg, and include features such as drop-locking and tool-free installation [73][75]. - The company is focused on high-end slide rail solutions, which are increasingly used in large-capacity and multi-temperature refrigerators, enhancing its market penetration [57][58]. 4. Earnings Forecast and Investment Recommendations - The company is expected to achieve net profits of 0.77 billion yuan in 2025, with a year-on-year decrease of 5.4%, followed by growth in subsequent years [1][26]. - The projected P/E ratios for 2025, 2026, and 2027 are 28, 26, and 22 times, respectively, indicating a favorable valuation as the company expands its server slide rail business [1][26].