华达汽车科技股份有限公司2025 年半年度报告 公司代码：603358 公司简称：华达科技 华达汽车科技股份有限公司 2025 年半年度报告 1 / 177 华达汽车科技股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人陈竞宏、主管会计工作负责人杨建国及会计机构负责人（会计主管人员）高海 娟声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 2025年4月29日，公司召开第四届董事会第二十六次会议，审议通过了《关于2024年度利润分 配预案及2025年中期现金分红事项的议案》。2025年5月20日，公司召开2024年年度股东大会，审 议通过了相关议案。董事会提请股东大会授权董事会在公司2025年上半年持续盈利、累计未分配 利润为正、现金流可以满足正常经营且满足现金分红条件、不影响公司正常经营和持续发展的情 ...

华达科技公告，2025年上半年营业收入28.68亿元，同比增长22.48%。净利润1.99亿元，同比增长 21.17%。预计2025年中期现金分红金额不低于相应期间归属于上市公司股东的净利润的10%，且不超过 相应期间归属于上市公司股东的净利润。 ...

Group 1 - New stock offering: Sanxie Electric has an offering code of 920100, with an issue price of 8.83 yuan per share and a subscription limit of 855,000 shares [1] - Shanghai's new real estate policy allows unlimited home purchases for eligible buyers outside the outer ring, treats single adults as families, and eliminates the distinction in mortgage rates between first and second homes [4] - The National Development and Reform Commission (NDRC) is focusing on expanding domestic demand and stabilizing employment, while supporting enterprises in technology and product innovation [5] Group 2 - Pinduoduo's Q2 revenue growth slowed to 7% year-on-year, totaling 104 billion yuan, with a net profit of 30.75 billion yuan, down 4% year-on-year [8] - Lixun Precision expects a net profit growth of 20% to 25% year-on-year for the first three quarters [8] - Yonggu Technology reported a net profit of 339 million yuan for the first half of the year, a year-on-year increase of 496.36% [9] Group 3 - Tianfeng Securities remains optimistic about the long-term investment opportunities in China's AI sector, citing substantial returns from AI investments by internet companies [11] - Huafu Securities sees short-term support for the toy industry from consumption stimulus policies and industry regulations, with long-term potential for cultural consumer goods to expand overseas [12]

Core Viewpoint - The announcement highlights that Huada Automotive Technology Co., Ltd. has secured project designations from various domestic automotive manufacturers and new energy battery companies, indicating a positive recognition of the company's innovation and product quality in the automotive parts sector [3][6]. Group 1: New Project Designations Overview - From May to July 2025, the company has obtained project designations from seven domestic clients for 16 body parts projects, with a total expected sales amount of RMB 2.6 billion over a lifecycle of 5-8 years, primarily focused on new energy vehicles [4]. - The company's subsidiary, Jiangsu Hengyi Industrial Technology Co., Ltd., has received project designations from three clients for five projects related to battery boxes and other products, with a total expected sales amount of RMB 600 million over a lifecycle of 2-3 years [5]. - The wholly-owned subsidiary, Huachi New Energy Technology (Jiangsu) Co., Ltd., has secured project designations from seven clients for eight aluminum die-casting projects, with a total expected sales amount of RMB 300 million over a lifecycle of 3-6 years [5]. Group 2: Impact on the Company - The project designations signify the clients' recognition of the company's capabilities in innovation, research and development, and product quality, enhancing the company's competitiveness and sustainable development in the automotive parts sector [6]. - The designated projects are expected to have a positive impact on the company's future revenue and operational efficiency, although the specific financial impact will depend on the actual orders and market conditions [6].

Core Viewpoint - Huada Technology (603358) has recently secured project designations from domestic automotive manufacturers and new energy battery companies, indicating recognition of its innovation, research and development capabilities, supporting capabilities, and product quality [1] Group 1 - The company has obtained project designations for various automotive components, including body parts, battery box pallets, and aluminum die-casting projects [1] - The new project designations signify the company's strong position in the automotive supply chain and its ability to meet the demands of the evolving automotive industry [1] - Recognition from clients is crucial for the company's stable and sustainable development [1]

Group 1 - The company is actively expanding its customer base in the automotive market and optimizing its customer and product structure, recently securing project designations from domestic automotive manufacturers and new energy battery companies [1][2] - In the body parts project designation, the company has received 16 project designations from 7 domestic clients, with a total expected sales amount of RMB 2.6 billion over a lifecycle of 5-8 years, primarily involving 15 projects related to new energy vehicles, set to start mass production in Q4 2025 [1] - In the battery box pallet and related projects, the company's subsidiary has secured 5 project designations from 3 clients, with a total expected sales amount of RMB 600 million over a lifecycle of 2-3 years, with mass production scheduled to begin in Q3 2025 [2] Group 2 - The aluminum die-casting project designations involve 8 projects from 7 clients, with a total expected sales amount of RMB 300 million over a lifecycle of 3-6 years, and mass production is also set to start in Q3 2025 [2]

华达汽车科技股份有限公司 关于获得客户项目定点的公告 证券代码：603358 证券简称：华达科技 公告编号：2025-044 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。 重要提示： ● 新增项目定点并不反映客户最终的实际采购数量，涉及的产品实际供货 时间、供货价格、供货数量以公司与客户正式签订的供货协议或销售合同为准。 受宏观经济形势、汽车产业政策、市场整体竞争情况等因素影响，最终供货量 可能存在一些不确定性。 ● 新增项目定点涉及的产品不同，量产时间不同，受产品交付时间、资金 结算周期等因素影响，预计对公司本年度经营业绩不会产生重大影响。 一、2025年5月到2025年7月新增项目定点概况 华达汽车科技股份有限公司（以下简称"公司"）大力开拓汽车市场客户资 源，不断完善、优化客户结构与产品结构，近期获得国内汽车制造企业和新能源 电池企业（以下统称"客户"）项目定点，为客户提供各型汽车零部件产品。 新增项目定点概况如下： （一）车身零部件项目定点：公司获得国内7家客户（主要为合资品牌和国 内自主品牌主机厂，限于保密要求，无 ...

证券代码：603358 证券简称：华达科技 公告编号：2025-043 华达汽车科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： 二、 说明会召开的时间、地点 （一） 会议召开时间：2025 年 09 月 02 日 （星期二） 14:00-15:00 （二） 会议召开地点：上证路演中心 会议召开时间：2025 年 09 月 02 日 （星期二） 14:00-15:00 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 08 月 26 日（星期二）至 09 月 01 日（星期一）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 hdzq@hdqckj.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 华达汽车科技股份有限公司（以下简称"公司"）将于 2025 年 8 月 29 日发 布 ...

8月20日，华达科技大宗交易成交12.93万股，成交额485.52万元，占当日总成交额的5.01%，成交价37.55元，较市场收盘价39.21元折价4.23%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2025-08-20 | 华达科技 | 603358 | 37.55 485.52 | 12.93 | 华泰证券股份有限 | 东北证券股份有限 | | | | | | | 公司济南经七路证 | 公司北京三里河东 | | | | | | | 44 | のとてもまずになり | ...

8月19日，华达科技大宗交易成交16万股，成交额600.8万元，占当日总成交额的6.72%，成交价37.55元，较市场收盘价38.72元折价3.02%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-19 | 华达科技 | 603358 | 37.55 | 600.8 | 16 | 东亚前海证券有限 责任公司浙江分公 n | 东北证券股份有限 公司北京三里河东 时三世界旅游 | | ...