| 证券代码：603306 | 证券简称：华懋科技 公告编号：2025-042 | | --- | --- | | 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 关于以集中竞价交易方式回购公司股份的进展公告 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： 2024 年 12 月 19 日公司召开 2024 年第九次临时董事会，审议通过了《关于增 加 2024 年第二次以集中竞价方式回购股份规模的议案》，同意公司增加 2024 年第 二次以集中竞价方式回购公司股份方案的回购股份规模，由"不低于人民币 2.50 亿元（含），不超过人民币 5.00 亿元（含）"增加为"不低于人民币 4.00 亿元（含）， 不超过 8.00 亿元（含）"。除调整回购规模外，本次回购方案的其他内容未发生 变化。具体内容详见公司分别于 2024 年 12 月 20 日在上海证券交易所网站 （http://www.sse.com.cn）披露的《华懋科技关于增加 2024 年第二次以集中竞价方 式回购 ...

特此公告。 | 证券代码：603306 | 证券简称：华懋科技 公告编号：2025-041 | | --- | --- | | 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 华懋（厦门）新材料科技股份有限公司 关于完成工商变更登记的公告 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。 华懋（厦门）新材料科技股份有限公司（以下简称"公司"）于 2025 年 5 月 19 日召开 2024 年年度股东会，审议通过了《关于变更公司注册资本及重新制 定<公司章程>的议案》。截至 2025 年 4 月 25 日，公司 2021 年股票期权激励计 划首次授予和预留授予的第三个行权期内股票期权累计行权且完成过户登记 2,965,400 股，"华懋转债"因转股增加股本 702 股，鉴于上述合计新增股份 2,966,102 股。公司注册资本将由 32,609.4093 万元增加至 32,906.0195 万元，公 司股本由 32,609.4093 万股增加至 32,906.0195 万股。同时根据最新的 ...

Investment Rating - The report maintains a "Strong Buy" rating for the company [4][8]. Core Insights - The company is a leading player in the automotive passive safety industry, with a market share exceeding 35%, and is actively expanding into overseas markets, particularly through its production base in Vietnam [4][15]. - The company is strategically investing in the semiconductor and computing power manufacturing sectors, having acquired a 42.16% stake in Fuchuang Youyue and planning to increase its ownership to 100% [3][4]. - The company is focusing on high-quality development and new industrial opportunities, leveraging both internal growth and external investments [1][4]. Summary by Sections 1. Strengthening Passive Safety Business and Embracing Overseas Markets - The company is positioned in high-end, domestic, and new energy directions for its automotive passive safety products, with a projected revenue of approximately RMB 2.58 billion in 2024, reflecting a year-on-year growth of 32.23% [2][4]. - The company has established a production base in Vietnam, which officially commenced operations in April 2025, with a planned capacity of approximately RMB 2 billion, targeting Southeast Asia, Japan, South Korea, and India [2][4][61]. - The revenue from new energy vehicle manufacturers is expected to account for nearly 30% of total revenue in 2024, driven by the increasing penetration of new energy vehicles [2][40]. 2. Entering the Computing Power Manufacturing Sector - The company has strategically invested in Fuchuang Youyue, committing a total of RMB 383.36 million to acquire a significant stake, with plans to fully integrate the company into its operations [3][4]. - The focus on semiconductor and computing power manufacturing aligns with national strategic initiatives and the evolving industrial landscape [1][3]. - The company aims to enhance its business layout in the semiconductor sector and integrate the supply chain of Fuchuang Youyue [3][4]. 3. Profit Forecast and Investment Recommendations - The company is projected to achieve a net profit of RMB 497 million in 2025, with a year-on-year growth of 79% [9][4]. - The report anticipates continued revenue growth, with total revenue expected to reach RMB 2.935 billion in 2025, reflecting a 33% increase [9][4]. - The company is expected to maintain a strong financial position, with a return on equity (ROE) of 9.8% and a debt-to-asset ratio of 37.6% [4][9].

华懋科技第二增长曲线仍在试错期 超九成营收依赖传统业务 华懋科技成立于2002年，是一家专注于汽车安全领域的系统部件提供商，产品线覆盖汽车安全气囊布、 安全气囊袋等被动安全系统部件。 华懋科技于2014年在上交所主板上市，上市以来业绩表现非常稳健，十年以来有8年实现营收增长，6年 实现归母净利润增长。2021年到2024年，其营收增速分别为27.01%、35.75%、25.54%、7.67%，归母净 利润增速为-12.39%、12.68%、21.95%、14.64%。2025年一季度，公司营收与归母净利润也双双增长， 发展势头延续。 出品：新浪财经上市公司研究院 作者：光心 2025年5月20日晚，华懋科技发布公告，拟通过发行股份及支付现金的方式购买富创优越19.45%股权、 洇锐科技100%股权、富创壹号股权100%股权。 其中，洇锐科技、富创壹号又分别持有创富优越26.26%和12.13%股权。 在本次交易前，华懋科技已经间接持有富创优越42.16%的股权。此次交易之后，华懋科技将直接及间 接持有富创优越100%的股权。 华懋科技以安全气囊、气囊布、安全带等被动安全系统部件起家，自2014年上市以来业绩稳 ...

截至本公告披露日，公司以及有关各方正在积极推进本次交易事项的相关工作。为保证公平信息披露、 维护广大投资者利益，避免公司股价出现异常波动，根据上海证券交易所的相关规定，公司股票将继续 停牌。待相关事项确定后，公司将及时发布相关公告并申请公司股票复牌。 截至本公告披露日，本次交易仍处于筹划阶段，交易各方尚未签署正式的交易协议，具体交易方案尚在 商讨论证中。本次交易尚需提交公司董事会、股东会审议，并经有权监管机构批准后方可正式实施，本 次交易最终能否实施尚存在重大不确定性。敬请广大投资者理性投资，注意投资风险。 特此公告。 登录新浪财经APP 搜索【信披】查看更多考评等级 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。 华懋（厦门）新材料科技股份有限公司（以下简称"华懋科技"、"公司"）正在筹划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，直接或间接购买深圳市富创优越科技有限公司 （以下简称"富创优越"）57.8398%股权。本次交易前，华懋科技通过全资子公司华懋（东阳）新材料有 限责任公司持有富创优越42 ...

关于筹划发行股份及支付现金购买资产并募集配套资金事 项的停牌进展公告 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。 华懋（厦门）新材料科技股份有限公司（以下简称"华懋科技"、"公司"） 正在筹划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，直接或间接购买深圳市富创优越科技有限公司（以下简称"富创优越"） 57.8398%股权。本次交易前，华懋科技通过全资子公司华懋（东阳）新材料有限 责任公司持有富创优越 42.1602%股权，本次交易完成后，公司将直接及间接持 有富创优越 100%股权。 根据《上市公司重大资产重组管理办法》等相关法律法规的规定，本次交易 预计构成重大资产重组，本次交易不会导致公司控股股东、实际控制人变更。 根据上海证券交易所的相关规定，经公司申请，公司股票、可转债债券以及 可转债转股自 2025 年 5 月 21 日（星期三）开市起开始停牌，预计停牌时间不超 过 10 个交易日。具体内容详见公司于 2025 年 5 月 21 日披露的《华懋科技关于 筹划发行股份及支付现金购买资产并募 ...

大家注意了！ 流通市值64亿左右，拟收购宁波银球科技100%股权，宁波银球科技主要从事精密轴承业务。 第二家，中成股份 市值44亿左右，拟通过发行股份方式收购中技江苏清洁能源有限公司100%股权。 第三家，联合光电 最近，监管部门发布了新版《上市公司重大资产重组管理办法》，这份"政策礼包"从审核流程、交易机制到监管宽松度，多个方面都进行了优化升级。这就 为并购重组市场带来了一股新动力，也让相关概念股迎来了不少新机遇。 本文深度整理了6家在重组市场表现突出的公司，已经进入停牌阶段，为避免打扰主力，想知晓公司名字的朋友唻杛仲䪽：汇涨，既可以知晓。深知小散不 易，愿与大家共前行!复牌随时有望爆发翻倍主升浪！ 第一家，光洋股份 市值242亿，拟通过发行股份方式收购控股股东云南铜业（集团）有限公司持有的凉山矿业股份有限公司40%股权。 第六家，华懋科技 市值137亿，拟通过发行股份及支付现金方式收购富创优越19.4519%股权、洇锐科技100%股权及富创壹号100%出资份额。 风险提示：以上内容仅供参考和学习使用，信息来源于软件显示以及互联网公开数据，相关个股并非推 荐，不作为买卖依据，投资者应当根据自身情况自 主做出 ...

Group 1 - Company Huamao Technology (603306.SH) is planning to acquire 19.4519% of Shenzhen Fuchuang Youyue Technology Co., Ltd. and 100% of its shareholders, along with other equity interests, to achieve full control of Fuchuang Youyue [1][2] - The transaction is expected to constitute a major asset restructuring but will not change the company's controlling shareholder or actual controller [2] - Huamao Technology has previously acquired 42.16% of Fuchuang Youyue for approximately 383 million yuan, implying a valuation of about 908 million yuan for Fuchuang Youyue [2] Group 2 - Fuchuang Youyue, established in August 2019, specializes in PCBA business for optical modules and maritime communication equipment, with total assets of 940 million yuan and revenue of 1.32 billion yuan in 2024 [3] - Huamao Technology has been actively acquiring shares in Fuchuang Youyue since 2024 to enter the semiconductor and computing manufacturing sectors, aiming to cultivate new growth points [3] - The company has reported continuous revenue and net profit growth from 2022 to 2024, with a 14.37% increase in revenue and a 60.34% increase in net profit in Q1 2025 [2][3]

Core Viewpoint - The recent modification of merger and acquisition regulations has prompted companies like Huamao Technology to rapidly initiate cross-industry acquisitions, highlighting a growing trend in the A-share market for such activities [1][4]. Group 1: Acquisition Details - Huamao Technology plans to acquire a majority stake in Shenzhen Fuchuang Youyue Technology Co., Ltd. (Fuchuang Youyue) to achieve full control, marking a cross-industry merger between an automotive parts company and a communication services provider [1][2]. - The acquisition involves purchasing 19.4519% of Fuchuang Youyue's shares and 100% of the stakes held by two other shareholders, with plans to issue shares to raise matching funds [2]. - Fuchuang Youyue's valuation was reported at 950 million yuan in September and October of the previous year, dropping to 850 million yuan in January of this year [2]. Group 2: Strategic Intent - Huamao Technology's investment in Fuchuang Youyue aligns with its strategic direction towards the semiconductor and computing power manufacturing sectors, aiming to integrate these with its existing business [3]. - The company plans to deepen integration with Fuchuang Youyue to explore next-generation optical communication technologies by 2025 [3]. Group 3: Market Trends - The A-share market has seen a significant increase in merger and acquisition activities, with over 600 asset restructuring announcements this year, a 1.4 times increase compared to the same period last year [4]. - The semiconductor sector has particularly witnessed a surge in merger activities, with a 200% increase in announcements from 35 semiconductor companies in the first quarter compared to the previous year [5]. - The revised regulations encourage cross-industry mergers, aiming to combine traditional companies with new productive forces to create new growth avenues [5][6].

Core Viewpoint - Huamao Technology (603306.SH) announced a suspension of trading on May 20, planning to issue shares and pay cash to acquire assets and raise matching funds, with no change in actual control [2] Group 1: Acquisition Details - The target asset is Shenzhen Fuchuang Youyue Technology Co., Ltd., with an intention agreement already signed [2] - After the transaction, Huamao Technology will hold 100% equity of Fuchuang Youyue directly and indirectly [2] - The previous valuation of Fuchuang Youyue was between 850 million to 950 million yuan [4][5] Group 2: Financial Performance - Fuchuang Youyue's revenue for 2023 and the first 11 months of 2024 was 630 million yuan and 1.173 billion yuan, respectively, with net profits of 14.52 million yuan and 123.86 million yuan [3] - Huamao Technology's revenue from 2021 to 2024 was 1.206 billion, 1.637 billion, 2.055 billion, and 2.213 billion yuan, with net profits of 176 million, 198 million, 242 million, and 277 million yuan [5] Group 3: Strategic Shift - Huamao Technology is shifting focus from the previously pursued photolithography business to semiconductor and computing power sectors, indicating a strategic pivot [5][6] - The company aims to enhance its business layout in the semiconductor and computing power manufacturing fields, including potential further investments and integration of Fuchuang Youyue's supply chain [5] Group 4: Historical Context - Huamao Technology previously attempted to invest in the photolithography sector, which led to a significant stock price increase but ultimately resulted in financial losses due to underperformance of the invested company [6][7] - The company is now looking to divest from the photolithography business, which no longer aligns with its overall development strategy [6][7]