长江商报奔腾新闻记者张璐 国内传感器领域领先企业华培动力（603121）(603121.SH)揽获大单。 6月4日，华培动力发布公告，公司于近日收到一家国内头部新能源车企的项目中标通知书，中标产品为 公司传感器产品。根据客户规划，上述项目预计将于2026年开始量产，预计生命周期为5年，预计生命 周期内总金额约为1亿元。 华培动力表示，本次中标体现了客户对公司研发能力、产品质量、供应链能力的充分认可，有利于进一 步提升公司的市场竞争力及品牌形象，对公司车规级传感器产品进一步拓展乘用车市场份额具有重要意 义。 据了解，华培动力成立于2006年6月，致力于汽车零部件行业，主要从事涡轮增压器关键零部件的研 发、生产及销售，主要产品为放气阀组件、涡轮壳和中间壳及其他零部件等，产品出口北美、欧洲等地 区。 业绩方面，2024年，华培动力实现营收12.4亿元，同比下滑1.6%；实现净利润6561万元，同比下滑 43.47%；实现扣非净利润5055.83万元，同比增长7.94%；经营活动产生的现金流量净额2.57亿元，同比 增长2905.72%。 2025年第一季度，公司业绩继续承压，实现营收2.76亿元，同比下降19.2% ...

Group 1: Market Performance - US stock market showed mixed results with the Dow Jones down 0.22%, S&P 500 up 0.01%, and Nasdaq up 0.32% [1] - Nasdaq China Golden Dragon Index increased by 2.0%, with major Chinese concept stocks like NIO up over 6%, Alibaba, Xpeng Motors, and Kingsoft up over 3%, and JD.com up over 2% [1] Group 2: Investment Strategies - Securities firms are optimistic about the A-share market for the second half of 2025, indicating ongoing valuation recovery of Chinese assets, with a focus on technology sectors [1] - Many firms also express confidence in the Hong Kong stock market's performance, particularly in the tech sector benefiting from the current AI industry narrative [1] Group 3: Corporate Developments - Zhongke Electric plans to invest 8 billion yuan in an integrated lithium-ion battery anode material base project in Oman, aiming for an annual production capacity of 200,000 tons [10] - Li New Energy intends to invest approximately 1.25 billion yuan in three independent energy storage projects, with a total capacity of 1,400 megawatt-hours [11] - China Power Construction announced its subsidiary won a 6.282 billion yuan energy storage project in Inner Mongolia, with a total construction period of 214 days and an operation period of 20 years [19]

Group 1: Stock Suspension and Resumption - Huamao Technology plans to acquire 57.84% equity of Fuchuang Youyue, and its stock will resume trading [1] - Bangji Technology intends to purchase 100% equity of Shandong Beixi Agricultural and Animal Husbandry Co., Ltd. and 80% equity of Paistong Livestock Technology Consulting (Shanghai) Co., Ltd., resulting in stock suspension [1] - Honghe Technology is planning a change in control, leading to stock suspension [1] - *ST Jinbi's controlling shareholder and actual controller are planning a share transfer, causing stock suspension [1] Group 2: Mergers and Acquisitions - Feiyada plans to acquire the controlling stake in Shaanxi Changkong Gear Co., Ltd. [2] - Guangku Technology intends to acquire 100% equity of Wuhan Jiepai for $17 million, with the target company having complete manufacturing and packaging capabilities for optical devices [2] Group 3: Investment Cooperation and Operational Status - Zhongke Electric plans to invest up to 8 billion yuan to build an integrated base for lithium-ion battery anode materials [3] - Wantai Biological's nine-valent HPV vaccine has received approval for market access, being the first domestically approved nine-valent HPV vaccine and the second globally [3] - Hongxun Technology's subsidiary EEI has over 20 years of project experience in nuclear fusion and has participated in multiple projects [3] - Huapei Power received a project bid notification from a new energy vehicle company, with a total expected amount of approximately 100 million yuan over the product lifecycle [3] - Konggang Co., Ltd.'s subsidiary won a bid for a high-end intelligent equipment manufacturing standard factory project worth approximately 396 million yuan [3] - China Power Construction's subsidiary led a consortium that won a 6.282 billion yuan energy storage project [4] - Guangsheng Nonferrous Metals has gained increased attention in the rare earth industry due to changes in international tariff policies and rare earth regulations, leveraging its full industry chain advantages [4] - Tianceng Automation received a notification for a project to supply passenger car seat assemblies, with an expected total of 215,800 vehicles over the project lifecycle [4] - Aixi New Energy plans to invest approximately 750 million yuan to construct a 112.5MW wind power project in Linyi [4] - Hainan Huatie is planning to list on the Singapore Stock Exchange [4]

Group 1 - The company has received a project bid notification from a leading domestic new energy vehicle manufacturer for the supply of sensor products [1] - The project is expected to start mass production in 2026, with a projected lifecycle of 5 years and a total estimated value of approximately 100 million RMB [1] - This bid reflects the client's recognition of the company's R&D capabilities, product quality, and supply chain capabilities, which is expected to enhance the company's market competitiveness and brand image [1] Group 2 - As of the announcement date, the company has not signed a formal contract or delivery agreement with the client, and actual supply details will depend on future contracts or sales orders [1] - The project is significant for expanding the company's market share in passenger vehicle sensor products [1]

证券代码：603121 证券简称：华培动力 公告编号：2025-026 上海华培数能科技（集团）股份有限公司 关于收到项目中标通知书的自愿性信息披露公告 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。 1、公司收到的中标通知书不构成实质性的供货合同，截至本公告披露日， 公司与客户尚未签订正式合同及交付产品，产品的实际供货时间、供货价格、供 货数量以客户的后续正式供货合同或销售订单及结算情况为准。 2、上述项目计划于 2026 年开始量产，实际供货量可能会受到汽车市场整体 ●本次项目中标通知书不构成实质性的供货合同，截至本公告披露日，公司 与上述客户尚未签订正式合同及交付产品，产品的实际供货时间、供货价格、供 货数量以客户的后续正式供货合同或销售订单及结算情况为准。 一、中标通知书概况 公司于近日收到一家国内头部新能源车企（限于保密要求，无法披露其名称， 以下简称"客户")的项目中标通知书，中标产品为公司传感器产品。根据客户 规划，上述项目预计将于 2026 年开始量产，预计生命周期为 5 年，预计生命周 期内总金额约为 10, ...

Group 1 - The core point of the article is that Huapei Power (603121) has received a project designation letter from a domestic new energy passenger vehicle company, indicating a breakthrough in the thermal management product market for new energy vehicles [1] - As of May 30, 2025, Huapei Power's stock closed at 23.28 yuan, down 2.55% from the previous week, with a total market capitalization of 7.881 billion yuan [1] - The project lifecycle is expected to last 5 years, with an estimated sales amount of approximately 9 million yuan during this period, starting mass production in 2026 [1] Group 2 - The project designation letter does not constitute a formal order or sales contract, and there are uncertainties involved in the transition from project designation to mass production [1] - The company plans to strictly adhere to the agreement and project schedule, focusing on product development, production, and delivery while enhancing risk management [1]

Group 1 - Huapei Power received a project intention letter from a domestic new energy vehicle company for a thermal management system PTC water heater, with an estimated sales amount of approximately 9 million yuan over a 5-year lifecycle starting from 2026 [1] - Antu Biotech obtained medical device registration certificates for products including "Cytomegalovirus IgM Antibody Test Kit" [1][2] - Yihong Technology adjusted the upper limit of its share repurchase price to 65.04 yuan per share, with a total repurchase amount of 6.9583 million yuan for 198,000 shares [2] Group 2 - Aihui Long received a medical device registration certificate for the Hepatitis B virus core antibody detection kit, valid until May 28, 2030 [2][3] - Quanxin Co. plans to engage in commodity futures hedging to mitigate raw material price fluctuations, with a maximum guarantee amount of 8 million yuan [3] - Jiahua Intelligent plans to lease idle assets in Dongguan for a total rental amount of approximately 6.3193 million yuan over 6 years [3] Group 3 - Qianjiang Biochemical announced the resignation of its chairman and a director, with a new chairman to be elected [4][5] - Aerospace Morning Light was suspended from participating in military procurement activities due to violations, with internal investigations underway [6] - Guang'an Aizhong intends to establish a fund with a total scale of 70.7 million yuan, focusing on distributed wind and solar power generation [7] Group 4 - Zhejiang Medicine plans to use up to 1 billion yuan of idle funds for entrusted wealth management, with a maximum investment period of 12 months [10] - Hengrui Medicine's subsidiary received approval for clinical trials of HRS9531 injection, aimed at treating type 2 diabetes patients [11] - Taiji Co. announced the purchase of 10 million yuan in wealth management products, with a minimum holding period of 6 months [12] Group 5 - Hong Kong-listed company Huichuang Pharmaceutical received approval for the clinical trial of a spray for treating primary premature ejaculation [26][27] - Haichuang Pharmaceutical's new drug application for a prostate cancer treatment was approved by the National Medical Products Administration [28] - Zhuhai Guanyu was selected as a designated supplier for low-voltage lithium batteries by SAIC Volkswagen [29] Group 6 - Huayi Technology opened a tax refund service for overseas travelers, enhancing its retail offerings [32] - Baobian Electric plans to transfer 90% of its subsidiary's shares for 137 million yuan [33] - Yiwei Communication intends to invest 100 million yuan to establish a wholly-owned subsidiary to enhance its strategic layout [34]

证券代码：603121 证券简称：华培动力 公告编号：2025-025 上海华培数能科技（集团）股份有限公司 关于收到项目定点意向书的自愿性信息披露公告 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。 上海华培数能科技（集团）股份有限公司（以下简称"公司"）于近日收到 国内一家乘用车车企的项目定点意向书，定点产品为公司热管理系统 PTC 水加器 产品。根据客户规划，上述项目对应生命周期为 5 年，预计将于 2026 年开始量 产，生命周期内销售金额共计约为 9,000 万元人民币。具体情况如下： 一、定点意向书概况 3. 上述项目计划于 2026 年开始量产，预计对公司本年度的收入及利润水平 无重大影响。 公司将严格按照双方约定的协议、项目进度，积极做好产品的开发、生产及 交付等工作，同时加强风险管控。 敬请广大投资者谨慎决策，注意投资风险。 本次定点公司 PTC 水加热器产品的是上海某新能源车企(限于保密要求，无 法披露其名称，以下简称"客户")，公司获得其新车型的 PTC 水加热器项目 A 点。该项目完成开发并量产后，将极 ...

华培动力（603121）公告，公司近日收到国内一家乘用车车企的项目定点意向书，定点产品为热管理系 统PTC水加器产品。根据客户规划，该项目预计将于2026年开始量产，生命周期内销售金额共计约为 9000万元人民币。 ...

上海华培数能科技（集团）股份有限公司 关于参与设立创业投资基金进展 暨完成私募投资基金备案的公告 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。 上海华培数能科技（集团）股份有限公司（以下简称"公司"）于 2025 年 4 月签订了《上海具身智创创业投资合伙企业（有限合伙）合伙协议》，公司拟 使用自有资金参与发起设立上海具身智创创业投资合伙企业（有限合伙）（以下 简称"基金"）。具体内容详见公司于 2025 年 4 月 16 日披露的《上海华培数能 科技（集团）股份有限公司关于参与设立创业投资基金暨对外投资的公告》（公 告编号：2025-007）。 证券代码：603121 证券简称：华培动力 公告编号：2025-024 备案日期：2025 年 5 月 19 日 备案编码：SAYE08 公司将持续关注基金后续进展情况，按照相关法律法规的要求，及时履行信 息披露义务，敬请广大投资者注意投资风险。 特此公告。 上海华培数能科技（集团）股份有限公司董事会 2025 年 5 月 21 日 1 近日，公司收到基金管理人的通知，基金已在中国 ...