Core Viewpoint - The recent developments regarding Huada Technology (603358) indicate significant changes in its financial performance, business progress, and funding dynamics leading up to February 2026 [1] Financial Performance - The company announced a cash dividend of 0.15 yuan per share (including tax), totaling approximately 70.46 million yuan, which has been approved by the board [2] - In Q3 2025, the company's revenue decreased by 37.65% year-on-year, while the net profit attributable to shareholders surged by 440% [2] - For the first three quarters of 2025, the cumulative net profit attributable to shareholders reached 393 million yuan, reflecting a year-on-year growth of 96.51% [2] Funding Dynamics - In early January 2026, there was a notable fluctuation in the company's main capital flow, with a net outflow of 6.097 million yuan on January 6, followed by a net inflow of 18.156 million yuan on January 8, indicating a shift in short-term capital sentiment influenced by market emotions and sector rotation [3] Business Progress - The company has secured multiple new projects in the new energy components sector, including a body parts project with an expected sales volume of 2.6 billion yuan and a battery tray project with an expected sales volume of 600 million yuan, with some projects already commencing mass production in Q3 2025 [4] Financial Condition - As of the Q3 2025 report, the company's accounts receivable represented a high proportion of net profit attributable to shareholders, and the coverage ratio of cash to current liabilities was 43.65%, which warrants attention from investors regarding financial indicators [5]

华达汽车科技股份有限公司 简式权益变动报告书 上市公司：华达汽车科技股份有限公司 上市地点：上海证券交易所 股票简称：华达科技 股票代码：603358 签署日期：2026 年 2 月 12 日 华达汽车科技股份有限公司 简式权益变动报告书 信息披露义务人声明 信息披露义务人一：张耀坤 住所：浙江省杭州市滨江区闻涛路 通讯地址：浙江省杭州市滨江区闻涛路 信息披露义务人二：浙江臻远投资管理有限公司 住所：浙江省杭州市上城区元帅庙后 88-2 号 615 室 通讯地址：浙江省杭州市萧山区盈丰街道观云钱塘城 T1 幢 1301 室 股份变动性质：因一致行动关系解除导致与一致行动人合计拥有权益的股份比例 减少 本部分所述词语或简称与本报告书"释义"所述词语或简称具有相同含义。 一、本报告书系信息披露义务人依据《中华人民共和国证券法》《上市公司 收购管理办法》和《公开发行证券的公司信息披露内容与格式准则第 15 号－权 益变动报告书》等法律、法规及规范性文件编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之冲突。 三、依据《中华人民共和国证券法》 ...

华达汽车科技股份有限公司 简式权益变动报告书 上市公司：华达汽车科技股份有限公司 信息披露义务人：杭州皖翰管理咨询合伙企业（有限合伙） 住所：浙江省杭州市萧山区盈丰街道平澜路 299 号浙江商会大厦 1 幢蚂蚁创新基 地 2003 室 001 通讯地址：浙江省杭州市萧山区盈丰街道平澜路 299 号浙江商会大厦 1 幢蚂蚁创 新基地 2003 室 001 股份变动性质：因一致行动关系解除导致与一致行动人合计拥有权益的股份比例 减少 签署日期：2026 年 2 月 12 日 上市地点：上海证券交易所 股票简称：华达科技 股票代码：603358 华达汽车科技股份有限公司 简式权益变动报告书 信息披露义务人声明 本部分所述词语或简称与本报告书"释义"所述词语或简称具有相同含义。 一、本报告书系信息披露义务人依据《中华人民共和国证券法》《上市公司 收购管理办法》和《公开发行证券的公司信息披露内容与格式准则第 15 号－权 益变动报告书》等法律、法规及规范性文件编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之冲突。 | | | 华达汽车科技股份 ...

证券代码：603358 证券简称：华达科技 公告编号：2026-002 华达汽车科技股份有限公司 关于股东解除一致行动关系暨股东权益变动的提示 性公告 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： 公司近期收到公司股东张耀坤、杭州皖翰和浙江臻远通知，杭州皖翰因《一 致行动协议》期限届满及张耀坤转让其持有的杭州皖翰99%的财产份额，解除其 与张耀坤和浙江臻远的一致行动人关系，张耀坤与浙江臻远因股权控制关系仍保 持一致行动人关系。现将相关情况公告如下： 一、一致行动关系确立的相关情况 1 本次解除一致行动关系不会对华达汽车科技股份有限公司（以下简称"华达 科技"或"公司"）的经营管理带来影响，不会导致公司控股股东、实际控 制人发生变化。 截至本公告披露日，公司股东张耀坤持有公司股份21,952,000股，占公司总 股本比例为4.67%；公司股东浙江臻远投资管理有限公司管理的系列基金（以 下简称"浙江臻远"）持有公司股份3,893,900股，占公司总股本比例为0.83%， 公司股东杭州皖翰管理咨询合伙企业（有限合伙 ...

Core Viewpoint - The announcement from Huada Technology indicates a significant change in shareholding structure due to the termination of the concerted action relationship between Zhang Yaokun and Hangzhou Wanhang Management Consulting Partnership, resulting in a reduction of their combined shareholding from 10.18% to 5.50% [1] Summary by Relevant Sections - **Shareholding Changes** - Zhang Yaokun and Zhejiang Zhenyuan Investment Management Co., Ltd. have reduced their combined shareholding in Huada Technology from 10.18% to 5.50% [1] - Zhang Yaokun holds 21.952 million shares, representing 4.67% of the total share capital [1] - Zhejiang Zhenyuan Investment Management Co., Ltd. holds 3.894 million shares, accounting for 0.83% of the total share capital [1] - Together, they hold a total of 25.846 million shares, which is 5.50% of the total share capital [1]

Group 1 - The core viewpoint of the news is that Huada Technology's stock performance and financial metrics indicate a mixed outlook, with significant fluctuations in financing activities and a notable increase in net profit year-over-year [1][2]. Group 2 - On January 16, Huada Technology's stock fell by 0.62%, with a trading volume of 314 million yuan. The financing buy-in amount was 32.74 million yuan, while the financing repayment was 33.61 million yuan, resulting in a net financing outflow of 0.87 million yuan [1]. - As of January 16, the total margin balance for Huada Technology was 1.167 billion yuan, with the financing balance accounting for 4.73% of the circulating market value, indicating a high level compared to the past year [1]. - The company repaid 1,500 shares of margin on January 16 and sold 5,200 shares, with a selling amount of 285,000 yuan, while the margin balance exceeded the 90th percentile of the past year [1]. Group 3 - As of September 30, Huada Technology had 8,806 shareholders, an increase of 22.7% from the previous period, while the average circulating shares per person decreased by 18.5% [2]. - For the period from January to September 2025, Huada Technology achieved operating revenue of 3.614 billion yuan, a year-on-year increase of 2.14%, and a net profit attributable to shareholders of 393 million yuan, reflecting a significant year-on-year growth of 96.51% [2]. - Since its A-share listing, Huada Technology has distributed a total of 1.303 billion yuan in dividends, with 586 million yuan distributed over the past three years [2].

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]