Core Viewpoint - The airbag cushion base fabric market is experiencing significant growth driven by increasing automotive safety awareness, regulatory requirements, and consumer demand for occupant protection. The market is projected to reach $2.08 billion by 2031, with a CAGR of 5.5% from 2025 to 2031 [2]. Market Overview - The global airbag cushion base fabric market is expected to grow significantly, with the market size projected to reach $2.08 billion by 2031 [2]. - The market is primarily dominated by nylon fabrics, which account for approximately 79.8% of the market share [8][9]. - The automotive sector is the largest application area, representing about 98.1% of the demand for airbag cushion base fabrics [10]. Key Drivers - Continuous growth in global automotive ownership and production, particularly in developing countries, is driving demand for airbag materials [13]. - Increasing regulations mandating airbags in vehicles are pushing manufacturers to enhance their configurations, thereby boosting the base fabric market [13]. - Rising consumer awareness regarding passive safety systems is leading OEMs and Tier-1 manufacturers to increase airbag deployments [13]. - The expansion of the electric vehicle market, which often requires lightweight and multi-airbag designs, is creating new demands for high-performance airbag fabrics [13]. Major Players - Key manufacturers in the global airbag cushion base fabric market include Hyosung Advanced Materials, Toray, 华懋, Toyobo, and Kolon, with the top five companies holding approximately 67.0% of the market share in 2024 [7]. Challenges - Fluctuations in raw material prices, particularly for nylon and polyester, can impact profitability for manufacturers [14]. - High industry technical barriers exist, as quality airbag fabrics must meet stringent standards for strength, extensibility, and fire resistance [14]. - The concentration of orders among a few major airbag manufacturers creates a competitive environment, making it difficult for new entrants [14]. - Increasing regulatory pressures regarding energy consumption and waste management during production pose challenges for manufacturers [14]. Industry Opportunities - The development of smart vehicles necessitates higher redundancy in safety systems, driving demand for multi-airbag deployments and new fabric requirements [17]. - Accelerated domestic substitution, particularly in the Chinese market, is promoting local brands to replace imported high-end airbag fabrics [17]. - The trend towards vehicle lightweighting is favoring the adoption of high-performance, low-weight new fabrics [17]. - The promotion of recyclable and eco-friendly materials, such as recycled polyester fibers, is providing companies with competitive advantages [17]. - Rapid growth in emerging markets like India, Southeast Asia, and the Middle East is expanding the market for related materials as automotive safety configurations improve [17].

Company Overview - Huamao Technology (Xiamen) Co., Ltd. is located in Xiamen, Fujian Province, and was established on May 16, 2002. The company went public on September 26, 2014. Its main business involves the research, production, and processing of automotive safety airbag fabrics and bags [1]. Financial Performance - As of the report date, Huamao Technology's stock price decreased by 5.16%, trading at 47.40 CNY per share, with a total transaction volume of 432 million CNY and a turnover rate of 2.70%. The company's total market capitalization is approximately 15.597 billion CNY [1]. Revenue Composition - The revenue composition of Huamao Technology is as follows: passive safety system components account for 94.09%, other revenues for 4.57%, and supplementary revenues for 1.34% [1]. Fund Holdings - According to data, Guojin Fund has a significant holding in Huamao Technology through its fund Guojin CSI 1000 Index Enhanced A (017846), which held 46,900 shares in the second quarter, representing 0.63% of the fund's net value, making it the eighth-largest holding. The estimated floating loss today is approximately 121,000 CNY [2]. Fund Performance - Guojin CSI 1000 Index Enhanced A (017846) was established on March 22, 2023, with a current scale of 164 million CNY. Year-to-date, the fund has achieved a return of 33.38%, ranking 939 out of 4222 in its category. Over the past year, it has returned 75.77%, ranking 777 out of 3789, and since inception, it has returned 21.79% [2]. Fund Management - The fund manager of Guojin CSI 1000 Index Enhanced A (017846) is Li Hongchao, who has been in the position for 43 days. The total asset size of the fund is 779 million CNY, with the best return during his tenure being 5.11% and the worst being 3.7% [3].

Core Viewpoint - Huamao Technology announced the issuance of convertible bonds, which will start paying interest in 2025, indicating a strategic move to raise capital [2] Group 1: Convertible Bonds Details - The convertible bonds, referred to as "Huamao Convertible Bonds," will be issued to unspecified recipients on September 14, 2023 [2] - Interest payments will commence on September 15, 2025, covering the period from September 14, 2024, to September 13, 2025 [2] - The bond's interest payment record date is set for September 12, 2025, with the payment amount being 0.50 yuan per 100 yuan (including tax) [2]

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： 可转债付息债权登记日：2025 年 9 月 12 日 证券代码：603306 证券简称：华懋科技 公告编号：2025-085 债券代码：113677 债券简称：华懋转债 华懋（厦门）新材料科技股份有限公司 关于"华懋转债"2025 年付息公告 （二）发行日期：2023 年 9 月 14 日 （三）发行数量：1,050 万张 （四）票面金额和发行价格：本次发行的可转债每张面值 100 元人民币，按 面值发行。 可转债除息日：2025 年 9 月 15 日 可转债兑息日：2025 年 9 月 15 日（由于 2025 年 9 月 14 日为非交易日， 可转债付息日顺延至 2025 年 9 月 15 日；顺延期间不另付息。） 本次每百元兑息金额（含税）：0.50 元 华懋（厦门）新材料科技股份有限公司（以下简称"公司"）于 2023 年 9 月 14 日向不特定对象发行的可转换公司债券（以下简称"华懋转债"）将于 2025 年 9 月 15 日开始支付自 2024 年 ...

| 证券代码：603306 | 证券简称：华懋科技 | 公告编号：2025-086 | | --- | --- | --- | | 债券代码：113677 | 债券简称：华懋转债 | | 华懋（厦门）新材料科技股份有限公司 关于发行股份及支付现金购买资产并募集配套资金暨关联 交易事项的进展公告 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。 一、本次交易的基本情况 华懋（厦门）新材料科技股份有限公司（以下简称"公司"、"上市公司"、 "华懋科技"）拟通过发行股份及支付现金（含部分现金由华懋科技全资子公司 支付）的方式，购买深圳市富创优越科技有限公司（以下简称"富创优越"）57.84% 股权，并募集配套资金。（以下简称"本次交易"）。 本次交易前，上市公司通过全资子公司华懋（东阳）新材料有限责任公司（以 下简称"华懋东阳"）持有富创优越 42.16%的股权，本次交易上市公司拟通过 直接和间接的方式购买富创优越剩余 57.84%的股权，具体交易方案为：1、上市 公司通过发行股份及支付现金方式，购买姚培欣、曾华、深圳市富创优越肆号企 ...

今年以来华懋科技已经1次登上龙虎榜，最近一次登上龙虎榜为2月5日，当日龙虎榜净买入3521.63万 元；买入总计2.23亿元 ，占总成交额比25.96%；卖出总计1.88亿元 ，占总成交额比21.87%。 资料显示，华懋(厦门)新材料科技股份有限公司位于福建省厦门市集美区后溪镇苏山路69号，成立日期 2002年5月16日，上市日期2014年9月26日，公司主营业务涉及从事汽车安全气囊布和安全气袋的研发、 生产及加工。主营业务收入构成为：被动安全系统部件小计94.09%，其他4.57%，其他(补充)1.34%。 华懋科技所属申万行业为：汽车-汽车零部件-车身附件及饰件。所属概念板块包括：光刻胶、中盘、理 想汽车概念、机器人概念、股权转让等。 截至6月30日，华懋科技股东户数1.97万，较上期减少1.75%；人均流通股16666股，较上期增加1.78%。 2025年1月-6月，华懋科技实现营业收入11.08亿元，同比增长14.42%；归母净利润1.37亿元，同比增长 3.21%。 分红方面，华懋科技A股上市后累计派现8.84亿元。近三年，累计派现1.52亿元。 机构持仓方面，截止2025年6月30日，华懋科技十大 ...

Group 1 - Huamao Technology (603306.SH) announced that Dongyang Huasheng received a loan commitment letter from CITIC Bank Xiamen Branch, promising to provide special loan support for Dongyang Huasheng to increase its stake in the company, with a maximum loan amount of RMB 90 million and a term not exceeding 36 months [1] - As of the date of the announcement, the period for the stake increase has passed the halfway mark, but Dongyang Huasheng has not yet implemented the increase plan, primarily due to the company's ongoing preparations for issuing shares to acquire assets, which has delayed the stock purchase to avoid potential insider trading issues [1]

| 证券代码：603306 | 证券简称：华懋科技 | 公告编号：2025-084 | | --- | --- | --- | | 债券代码：113677 | 债券简称：华懋转债 | | 华懋（厦门）新材料科技股份有限公司 关于控股股东获得增持专项贷款承诺函暨增持进展的公告 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。 重要内容提示： 增持计划实施进展：截至本公告披露日，增持期限已经过半，东阳华盛 尚未实施增持计划，主要系因公司正筹划发行股份购买资产事项，为避免涉 嫌内幕交易故延后股票买入行为。 贷款承诺函主要内容：东阳华盛收到中信银行股份有限公司厦门分行出 具的《贷款承诺函》，承诺为东阳华盛增持公司股票提供专项贷款支持，贷 款金额最高不超过人民币 9,000 万元，期限不超过 36 个月。 风险提示：本次增持计划可能存在因资本市场情况变化等因素导致增持 计划延期实施或无法实施的风险；可能存在因增持资金未及时到位，导致增 持计划延期实施或无法实施的风险。如增持计划实施过程中出现上述风险情 形，公司将及时根据《上海证券交易所股 ...

Group 1 - The controlling shareholder, Dongyang Huasheng, plans to increase its stake in the company between May 7, 2025, and within six months, with an investment amount not less than 100 million and not exceeding 200 million [1] - The increase in shareholding has been delayed due to the company's ongoing plans to issue shares for asset acquisition [1] - Dongyang Huasheng has received a loan commitment letter from CITIC Bank Xiamen Branch, promising a maximum of 90 million for a period not exceeding 36 months to support this share purchase [1]

华懋（厦门）新材料科技股份有限公司 2025 年第二次临时股东会会议资料 证券简称：华懋科技 证券代码：603306 债券简称：华懋转债 债券代码：113677 华懋（厦门）新材料科技股份有限公司 2025 年第二次临时股东会 会议资料 2025 年 9 月 华懋（厦门）新材料科技股份有限公司 2025 年第二次临时股东会会议资料 华懋（厦门）新材料科技股份有限公司 2025 年第二次临时股东会参会须知 为了维护华懋（厦门）新材料科技股份有限公司（以下简称"公司"）全体 股东的合法权益，确保股东会的正常秩序和议事效率，保证大会的顺利进行，根 据中国证监会《上市公司股东会规则》和《华懋（厦门）新材料科技股份有限公 司章程》（以下简称"《公司章程》"）《华懋（厦门）新材料科技股份有限公司股 东会议事规则》等的规定，特制定本次股东会须知。 华懋（厦门）新材料科技股份有限公司 2025 年第二次临时股东会会议资料 目 录 | 2025 年第二次临时股东会参会须知 | 1 | | --- | --- | | 年第二次临时股东会会议议程 2025 | 3 | | 议案一：关于取消监事会及重新制定《公司章程》的议案 | 5 ...