格隆汇1月27日丨华培动力(603121.SH)公布，经财务部门初步测算，预计2025年年度实现归属于母公司 所有者的净利润为-4,700.00万元到-2,700.00万元，同比减少171.63%到141.15%。预计2025年年度实现归 属于母公司所有者的扣除非经常性损益的净利润为-6,000.00万元到-3,500.00万元，同比减少218.67%到 169.23%。 公司销售收入因终端客户量产计划变更导致较去年同期降低，同时对公司综合毛利率产生了一定的负面 影响，最终导致营业利润较去年同期有所下降。 ...

证券代码：603121 证券简称：华培动力 公告编号：2026-002 上海华培数能科技（集团）股份有限公司 2025 年年度业绩预亏公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： （三）本次业绩预告未经注册会计师审计。 二、上年同期经营业绩和财务状况 1 本期业绩预告适用情形：净利润为负值。 上海华培数能科技（集团）股份有限公司（以下简称"公司"）预计 2025 年年度实现归属于母公司所有者的净利润为-4,700.00 万元到 -2,700.00 万元。 预计 2025 年年度实现归属于母公司所有者的扣除非经常性损益的净利 润为-6,000.00 万元到-3,500.00 万元。 （一）利润总额：6,593.62 万元。归属于母公司所有者的净利润：6,561.40 万元，归属于母公司所有者的扣除非经常性损益的净利润：5,055.83 万元。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 经财务部门初步测算，预计 2025 ...

Market Overview - The automotive parts sector experienced a slight decline of 0.11% on January 27, with ST Bailing leading the drop [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Top Gainers in Automotive Parts Sector - Huapei Power (603121) saw a closing price of 24.18, with a significant increase of 10.01% and a trading volume of 135,300 shares, totaling a transaction value of 324 million yuan [1] - Doli Technology (001311) closed at 44.48, up 9.99%, with a trading volume of 118,400 shares and a transaction value of 510 million yuan [1] - Dongli Xinke (600841) closed at 9.30, increasing by 7.89%, with a trading volume of 1,048,100 shares and a transaction value of 975 million yuan [1] Top Losers in Automotive Parts Sector - ST Bailing (002592) closed at 10.69, down 4.98%, with a trading volume of 104,400 shares and a transaction value of 113 million yuan [2] - Nabai Chuan (301667) closed at 75.68, decreasing by 4.92%, with a trading volume of 47,300 shares and a transaction value of 358 million yuan [2] - Tianpu Co., Ltd. (605255) closed at 147.46, down 4.37%, with a trading volume of 32,400 shares and a transaction value of 474 million yuan [2] Capital Flow Analysis - The automotive parts sector experienced a net outflow of 3.069 billion yuan from institutional investors, while retail investors saw a net inflow of 3.197 billion yuan [2] - The table of capital flow indicates varying levels of net inflow and outflow among different companies within the sector [3]

Group 1 - The A-share market saw a strong performance in DeepSeek concept stocks, with notable gains from companies such as Kaipu Cloud, which rose nearly 13%, and Huapei Power, which hit the daily limit with a 10% increase [1][2] - DeepSeek released a new model called DeepSeek-OCR 2, utilizing the innovative DeepEncoder V2 method, allowing AI to dynamically rearrange image components based on their meaning rather than scanning mechanically from left to right [1] - The new model outperformed traditional visual-language models in processing complex layouts, such as documents or charts, demonstrating enhanced intelligence and causal reasoning capabilities in visual understanding [1] Group 2 - Kaipu Cloud's market capitalization reached 18.4 billion, with a year-to-date increase of 39.76% [2] - Huapei Power's market capitalization is 8.186 billion, with a year-to-date increase of 14.27% [2] - Chipong Micro's market capitalization stands at 9.257 billion, with a year-to-date increase of 15.76% [2]

Group 1 - The A-share market saw a strong performance in DeepSeek concept stocks, with notable gains from companies such as Kaipu Cloud, Huapei Power, and Chipeng Micro [1][2] - Kaipu Cloud's stock increased by approximately 12.92%, with a total market capitalization of 18.4 billion [2] - Huapei Power reached a 10% increase, hitting the daily limit, with a market value of 8.186 billion [2] - Chipeng Micro's stock rose over 6%, with a market capitalization of 9.257 billion [2] Group 2 - DeepSeek released a new model called DeepSeek-OCR 2, which utilizes an innovative DeepEncoder V2 method to enhance AI's ability to dynamically rearrange image components based on their meaning [1] - This model outperforms traditional visual-language models in processing complex layouts, such as documents or charts, demonstrating superior intelligent and causal reasoning capabilities [1]

Core Viewpoint - The company has provided guarantees for its subsidiary, Huapei Sensor Wuxi, to secure bank credit facilities totaling RMB 55 million, which is within the authorized limit set by the board and shareholders [1][2][3] Group 1: Guarantee Details - The company signed a maximum guarantee contract with China Everbright Bank for RMB 25 million and a guarantee contract with Bank of Communications for RMB 30 million [1][6] - The total guarantee amount provided by the company to its subsidiaries is RMB 57,492.90 million, which does not exceed the previously authorized guarantee limit [2][10] - The guarantees are for the operational needs of Huapei Sensor Wuxi, which has a good credit status and is not a defaulter [4][8] Group 2: Internal Decision-Making Process - The board approved the proposal for bank credit guarantees at meetings held on April 23, 2025, and May 15, 2025, allowing for a total guarantee limit of RMB 115 million for the year 2025 [3][9] - The guarantees are valid for 12 months from the date of approval by the shareholders [3] Group 3: Guarantee Agreements - The guarantee agreements specify that the company will provide joint liability guarantees covering principal, interest, penalties, and other related costs [5][6] - The guarantee period is set for three years from the maturity date of the debt, with specific terms for early maturity and installment payments [5][6][7] Group 4: Necessity and Reasonableness of Guarantees - The guarantees are deemed necessary to support the normal operations of Huapei Sensor Wuxi, aligning with the company's overall development strategy [8] - The company has effective management over the subsidiary's operations and credit status, ensuring that the risk associated with the guarantees is controllable [8] Group 5: Cumulative Guarantee Situation - As of the announcement date, the total external guarantees provided by the company and its subsidiaries amount to RMB 115 million, representing 93.37% of the company's latest audited net assets [10] - There are no overdue guarantees, and the company has not provided guarantees to controlling shareholders or related parties [10]

Group 1 - The core point of the article is that Huapei Power (603121) announced that the company and its controlling subsidiaries have no overdue external guarantees [1] Group 2 - The announcement indicates a positive financial position for the company, suggesting stability and reduced risk in terms of financial obligations [1]

证券代码：603121 证券简称：华培动力 公告编号：2026-001 上海华培数能科技（集团）股份有限公司 关于为控股子公司提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 担保对象及基本情况 | 实际为其提供的 | 是否在前期预计 | 本次担保是否有 | 被担保人名称 | 本次担保金额 | 担保余额（不含本 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 额度内 | 反担保 | 次担保金额） | | | | | | | 华培数能传感技术 | 5500.00 | 万元 | 0.00 | 万元 | 是 | 否 | （无锡）有限公司 | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担保总额（万元） | 115,000 | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | 93.37 | | 特别风险提示（如有请勾选） | □ ...

Group 1 - The core viewpoint of the news is that Huapei Power's stock has experienced fluctuations, with a current price of 21.24 CNY per share and a market capitalization of 7.19 billion CNY [1] - As of January 14, the stock has seen a year-to-date increase of 0.38%, a 5-day increase of 1.58%, a 20-day decrease of 0.09%, and a 60-day increase of 30.71% [1] - The company specializes in the research, production, and sales of key components for turbochargers, with its main revenue sources being wastegate valve assemblies (57.26%), sensor products (20.77%), and turbine and intermediate housings (11.74%) [1] Group 2 - As of September 30, the number of Huapei Power's shareholders increased by 55.38% to 27,100, while the average circulating shares per person decreased by 35.64% to 12,484 shares [2] - For the period from January to September 2025, Huapei Power reported a revenue of 854 million CNY, a year-on-year decrease of 9.35%, and a net profit attributable to shareholders of 27.52 million CNY, down 61.38% year-on-year [2] - The company has distributed a total of 296 million CNY in dividends since its A-share listing, with 129 million CNY distributed over the past three years [3]

Group 1 - The company, Huapei Power (603121), has implemented employee maternity and childcare policies in accordance with local regulations [1] - Employees are entitled to parental leave, which varies by region, ranging from 5 to 10 days for children under three years old [1] - Employees can apply for maternity benefits either in person at the local social security bureau or online [1]