资料显示，华达汽车科技股份有限公司位于江苏省靖江市江平路东68号，成立日期2002年11月25日，上 市日期2017年1月25日，公司主营业务涉及乘用车车身零部件及相关模具的开发、生产与销售。主营业 务收入构成为：燃油车零部件58.23%，新能源汽车零部件34.69%，其他(补充)7.08%。 1月16日，华达科技跌0.62%，成交额3.14亿元。两融数据显示，当日华达科技获融资买入额3274.11万 元，融资偿还3361.07万元，融资净买入-86.96万元。截至1月16日，华达科技融资融券余额合计11.67亿 元。 融资方面，华达科技当日融资买入3274.11万元。当前融资余额11.65亿元，占流通市值的4.73%，融资 余额超过近一年80%分位水平，处于高位。 融券方面，华达科技1月16日融券偿还1500.00股，融券卖出5200.00股，按当日收盘价计算，卖出金额 28.50万元；融券余量5.00万股，融券余额274.00万元，超过近一年90%分位水平，处于高位。 责任编辑：小浪快报 截至9月30日，华达科技股东户数8806.00，较上期增加22.70%；人均流通股49856股，较上期减少 18.50 ...

Core Viewpoint - The automotive parts sector experienced a slight decline of 0.06% on January 14, with Yueling Co. leading the losses, while the Shanghai Composite Index fell by 0.31% and the Shenzhen Component Index rose by 0.56% [1] Group 1: Market Performance - The automotive parts sector saw a mixed performance among individual stocks, with notable gainers including Aikelan, which rose by 16.04%, and Shanzigaoke, which increased by 10.10% [1] - The sector's overall trading volume was significant, with Aikelan achieving a transaction value of 1.481 billion yuan and Shanzigaoke reaching 12.848 billion yuan [1] Group 2: Capital Flow - The automotive parts sector experienced a net outflow of 2.37 billion yuan from institutional investors, while retail investors saw a net inflow of 2.601 billion yuan [2] - The capital flow data indicates that Shanzigaoke had a substantial net inflow of 2.089 billion yuan from institutional investors, despite a net outflow of 1.118 billion yuan from speculative funds [3]

Investment Rating - The industry investment rating is "Overweight," indicating an expected outperformance of the industry index relative to the benchmark by more than 5% in the next six months [53]. Core Insights - The automotive parts sector saw a weekly increase of 3.37%, ranking second among the SW automotive sector, with a year-to-date increase of 47.4% since the beginning of 2025 [2][19]. - The robotics sector experienced a weekly rise of 3.74%, with a year-to-date increase of 68.14% since the beginning of 2025, outperforming the automotive parts sector by 0.37% [2][27]. - Key developments include the announcement of a 7.8 billion yuan contract for Xusheng Group with a North American new energy manufacturer, expected to start production by the end of 2026 [2][42]. - Notable stock performances this week include Xusheng Group (+18.05%), Xinquan Co. (+16.17%), and Hengshuai Co. (+13.24%) [2][42]. Summary by Sections Automotive Parts Sector Weekly Review - The automotive parts sector ranked second in the SW automotive index this week, with a performance of +3.37% [19]. - The sector's PE (TTM) is at 1.3 times that of the entire A-share market, and its PB (LF) is at 1.5 times, indicating a strong valuation relative to the market [25]. - The sector's PE has increased by 8.75 times and PB by 0.74 times since the beginning of 2025 [25]. Robotics Sector Weekly Review - The robotics index increased by 3.74% this week, with a year-to-date performance of +68.14% since the beginning of 2025 [27]. - The latest PE (TTM) for the robotics sector is at 1.39 times that of the entire A-share market, with a PB (LF) at 1.90 times [37]. - The sector's PE has risen by 5.53 times and PB by 0.64 times since the beginning of 2025 [37]. Key Stock Tracking - Core stocks in the automotive parts sector include Fuyao Glass, Top Group, and Junsheng Electronics, with recommendations based on EPS and PE dimensions [48]. - The report highlights the importance of focusing on structural opportunities in the automotive parts sector and certainty in the robotics sector, particularly with upcoming product launches and market applications [2][48].

Group 1 - Several companies, including Haoshi Electromechanical, Chaojie Co., and Huada Technology, reached new highs during trading [1] - Xusheng Group experienced a limit-up increase [1] - Other companies such as Jizhi Co., Kailong High-tech, Jinfat Technology, Wanxiang Qianchao, and Jinbo Co. also saw gains [1]

Core Viewpoint - Huada Technology (603358.SH) announced a cash dividend distribution plan for the first half of 2025, indicating a commitment to returning value to shareholders through cash dividends [1] Summary by Categories Dividend Distribution - The company will distribute a cash dividend of 0.15 yuan per share (tax included) based on a total share capital of 469,743,076 shares prior to the implementation of the plan, amounting to a total cash dividend of 70,461,461.40 yuan [1] Key Dates - The record date for the dividend distribution is set for January 15, 2026, while the ex-dividend date will be January 16, 2026 [1]

| 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放 | | --- | --- | --- | --- | --- | | | | | | 日 | | Ａ股 | 2026/1/15 | － | 2026/1/16 | 2026/1/16 | 证券代码：603358 证券简称：华达科技 公告编号：2026-001 华达汽车科技股份有限公司 2025年中期权益分派实施公告 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： 3. 分配方案： 本次利润分配以方案实施前的公司总股本469,743,076股为基数，每股派发现 金红利0.15元（含税），共计派发现金红利70,461,461.40元。 三、 相关日期 差异化分红送转： 否 一、 通过分配方案的股东会届次和日期 本次利润分配方案经公司2025 年 5 月 20 日的2024年年度股东大会授权董事会 在满足现金分红的条件下具体制定，并经 2025 年 12 月 29 日召开的第五届董事 会第二次会议审议通过。 二、 分配方案 1. 发放 ...

资料显示，华达汽车科技股份有限公司位于江苏省靖江市江平路东68号，成立日期2002年11月25日，上 市日期2017年1月25日，公司主营业务涉及乘用车车身零部件及相关模具的开发、生产与销售。主营业 务收入构成为：燃油车零部件58.23%，新能源汽车零部件34.69%，其他(补充)7.08%。 截至9月30日，华达科技股东户数8806.00，较上期增加22.70%；人均流通股49856股，较上期减少 18.50%。2025年1月-9月，华达科技实现营业收入36.14亿元，同比增长2.14%；归母净利润3.93亿元，同 比增长96.51%。 1月6日，华达科技跌0.99%，成交额1.91亿元。两融数据显示，当日华达科技获融资买入额2153.90万 元，融资偿还2574.56万元，融资净买入-420.66万元。截至1月6日，华达科技融资融券余额合计13.00亿 元。 融资方面，华达科技当日融资买入2153.90万元。当前融资余额12.97亿元，占流通市值的5.74%，融资 余额超过近一年90%分位水平，处于高位。 融券方面，华达科技1月6日融券偿还800.00股，融券卖出4300.00股，按当日收盘价计算，卖出金 ...

Group 1 - The SW auto parts index increased by 2.91% this week, ranking first in the SW automotive sector, with a year-to-date increase of 42.58% since the beginning of 2025 [2][3] - The latest trading day PE (TTM) for the SW auto parts index is at the 79.44% historical percentile, while the PB (LF) is at the 75.50% historical percentile [3] - The robot index rose by 3.73% this week, with a year-to-date increase of 62.08% since the beginning of 2025, outperforming the SW auto parts index by 0.83% [2][3] Group 2 - Key companies' weekly changes include Silver Wheel Co., which invested 380 million yuan in Sichuan Silver Wheel for capacity construction of water-cooled plates and front-end modules, expected to reach production capacity by 2029 [3] - Huada Technology announced a mid-term dividend plan for 2025, proposing a cash dividend of 0.15 yuan per share (tax included), totaling 70.46 million yuan [3] - Fuda Co. completed the transfer of 25% equity in Guilin Fuda Alfin for 48 million yuan [3] Group 3 - The top five companies by weekly increase are Xinquan Co. (+14.05%), Beite Technology (+11.64%), Top Group (+8.26%), Daimai Co. (+8.01%), and New Coordinates (+7.97%) [4] - Investment recommendations for auto parts focus on product-oriented companies and those entering high-value sectors, prioritizing potential leaders with production capacity in Europe, North America, and Southeast Asia [4] - For the robotics sector, the focus is on certainty opportunities, with the Optimus V3 expected to launch in Q1 2026, and attention on domestic applications from companies like Xiaopeng, Yushu, and Zhiyuan [4]

Company Performance - Huada Technology's stock price reached a historical high, increasing by 1.31% to 50.11 yuan, with a trading volume of 1.23 million shares and a transaction value of 61.34 million yuan, resulting in a turnover rate of 0.27% [2] - The latest total market capitalization of Huada Technology in A-shares is 23.54 billion yuan, with a circulating market value of 22.51 billion yuan [2] - The company's Q3 report indicates a total operating revenue of 3.61 billion yuan for the first three quarters, representing a year-on-year growth of 2.14%, and a net profit of 393 million yuan, reflecting a significant year-on-year increase of 96.51% [2] Industry Overview - The automotive industry, to which Huada Technology belongs, has an overall decline of 0.44%, with 71 stocks experiencing price increases, including Tianming Technology, Fushai Technology, and Wanxiang Qianchao, which rose by 16.65%, 10.80%, and 10.01% respectively [2] - Conversely, 232 stocks in the industry saw price declines, with Longi Machinery, Zhejiang Sebao, and Smart Agriculture experiencing the largest drops of 8.43%, 7.55%, and 6.70% respectively [2] Financing Data - As of December 30, the latest margin trading balance for Huada Technology is 1.32 billion yuan, with a financing balance of 1.31 billion yuan, showing an increase of 40.13 million yuan over the past 10 days, which is a 3.15% increase [2]

财经频道更多独家策划、专家专栏，免费查阅>> 格隆汇12月29日丨华达科技(603358.SH)公布2025年半年度权益分派实施公告,公司拟以实施权益分派股 权登记日登记的总股本为基础，向全体股东每股派发现金红利0.15元（含税），预计将派发现金红利 70,461,461.40元（含税），占2025年前三季度合并报表归母净利润的17.91%。 责任编辑：钟离 ...