Core Viewpoint - Huada Technology (603358.SH) has successfully secured multiple automotive component projects totaling 2.9 billion yuan, reflecting its strong market expansion and innovation capabilities [1][4]. Group 1: Financial Performance - In the first three quarters of 2025, Huada Technology achieved a record net profit attributable to shareholders of 393 million yuan, a year-on-year increase of 96.51% [1][4]. - The company's revenue for the same period reached 3.614 billion yuan, representing a growth of 2.14% year-on-year [4][6]. Group 2: Project Acquisition - Huada Technology has received project designations from 12 domestic automotive manufacturers for 16 body component projects, with a total expected sales amount of 780 million yuan over a lifecycle of 3 to 8 years [2][4]. - The company also secured 4 projects for battery box pallets and other products from 3 major domestic new energy battery manufacturers, with a total expected sales amount of 1.14 billion yuan over a lifecycle of 2 to 4 years [3][4]. - Additionally, 3 projects for aluminum die-casting products were awarded, with a total expected sales amount of 980 million yuan over a lifecycle of 5 to 8 years [3][4]. Group 3: Market Position and Innovation - Huada Technology is recognized as a leading manufacturer in the automotive components sector, with strong production, development, and design capabilities [1][5]. - The company has invested a total of 530 million yuan in R&D over the past three years, with R&D expenses in 2023, 2024, and the first three quarters of 2025 being 184 million yuan, 206 million yuan, and 139 million yuan respectively [5][6]. - The company has enhanced its competitive edge through strategic acquisitions, including full ownership of Jiangsu Hengyi, which is expected to contribute significantly to its profitability [6].

Group 1 - The automotive parts industry is experiencing new development opportunities due to the accelerated electrification and intelligent transformation of downstream automakers [1][2] - Companies are increasingly becoming strategic partners with automakers, indicating a shift towards "deep collaboration" in the automotive industry [1] - The collaboration is expected to enhance the high-end development of the automotive industry and improve resource optimization and international competitiveness [1] Group 2 - Zhejiang Tiancheng's subsidiary received a notification to supply a total of 480,000 passenger car seat assemblies, with production expected to start in March 2026 and a project lifecycle of five years [1] - Huada Automotive Technology announced it has secured 23 project designations, with a total sales amount expected to reach 2.9 billion yuan [1] - Several companies, including Shenzhen Haon Automotive Electronics and Ningbo Junsen Electronics, have also announced project designations since October [2] Group 3 - New energy-related products are dominating the project designations, with Star Source Magnesium expected to generate approximately 2.021 billion yuan in sales over four years for a new energy vehicle component [2] - Junsen Electronics' subsidiary will develop a range of intelligent electric vehicle products for global customers [2] - Zhejiang Jingu received a project designation from a leading German automaker to develop low-carbon wheels for its European new energy models [3] Group 4 - The automotive parts industry is shifting its value focus from traditional mechanical components to "incremental components" such as batteries, electric drives, and intelligent cockpits [3] - Companies are encouraged to emphasize technological innovation and develop system-level solution capabilities to remain competitive in the future [3]

Group 1 - Xinpeng Co., Ltd. provided a guarantee of 50 million yuan for its wholly-owned subsidiary, increasing the total guarantee amount to 1.258 billion yuan, which is 115.47% of the latest audited net assets [1] - Yonggui Electric's subsidiary signed a contract worth 15.8652 million yuan with CRRC Zhuzhou for supplying components for the Wuhan rail transit project [1] - Huada Technology secured project designations from multiple domestic automakers and battery companies, with a total expected sales amount of 2.9 billion yuan, over 80% of which is related to new energy projects [2] Group 2 - China National Machinery International signed a contract for a 5.71 billion yuan hospital construction project in Iraq, which represents 4.68% of the company's expected revenue for 2024 [3] - Fangzhi Technology plans to acquire 100% of Zhixiang Technology for 116 million yuan, focusing on AI-driven smart learning and sports solutions [4] - Demingli is in the early stages of planning a refinancing initiative, with no specific details on the amount or method yet [5] Group 3 - Hesheng Silicon Industry announced a shareholder's plan to reduce holdings by up to 2.29%, equating to 27.0706 million shares [7] - ST Lanhua's subsidiary plans to invest up to 65 million yuan in a juice beverage project in Chongqing [8] - Ruizhi Pharmaceutical developed an automated synthesis system for antibody-drug conjugates and nucleoside monomers in collaboration with East China Normal University [9] Group 4 - Lianying Laser's controlling shareholder intends to reduce holdings by up to 3 million shares, representing 0.88% of the total share capital [10] - Songyuan Safety's controlling shareholder plans to reduce holdings by up to 1% of the total share capital [12] - ST Kaixin's actual controller and major shareholders plan to transfer 5% of the company's shares at a price of 27.85 yuan per share [13] Group 5 - Bojun Technology plans to invest approximately 1 billion yuan in a new automotive parts production base, aiming for an annual capacity of 24 million sets [13] - Litong Electronics' controlling shareholder committed to not reducing holdings for 24 months, while other shareholders plan to reduce a total of 3.03% of shares [14] - Yaoyigou's actual controller intends to transfer 5.23% of shares to a company director at a price of 24 yuan per share [15] Group 6 - Baiwei Storage submitted H-share listing application materials to the China Securities Regulatory Commission [18] - Jinshi Yaya obtained a drug registration certificate for glucosamine sulfate capsules, which are suitable for osteoarthritis treatment [19] - Shangtai Technology plans to invest approximately 4.07 billion yuan in a lithium-ion battery anode material project [19] Group 7 - Xinlitai's shareholder plans to reduce holdings by up to 800,000 shares, representing 0.07% of the total share capital [20] - Yunnan Baiyao elected Zhang Wenxue as the chairman of the board for a three-year term [21] - Huading Co., Ltd. announced that two shareholders plan to reduce their holdings by up to 3% of the total share capital [23] Group 8 - Jiahua Technology's shareholder plans to reduce holdings by up to 0.65% of the total share capital [25]

Group 1 - The company, Huada Technology, is actively expanding its customer base in the automotive market and optimizing its customer and product structure [2] - Recently, the company has secured project designations from domestic automotive manufacturers and new energy battery companies [2] - The company aims to provide various automotive component products to its clients [2]

Core Viewpoint - Huada Technology (603358) has recently secured project designations from domestic automotive manufacturers and new energy battery companies, indicating strong recognition from clients and potential revenue growth in the passenger vehicle and new energy vehicle markets [1] Group 1: Project Designations - The company has received project designations for 16 body parts from 12 clients [1] - Its wholly-owned subsidiary, Jiangsu Hengyi Industrial Technology Co., Ltd., has secured project designations for 4 new energy vehicle battery box pallets from 3 clients, with an expected lifecycle sales amount of 1.14 billion yuan, set to begin mass production in Q4 2025 [1] - Another wholly-owned subsidiary, Huachi New Energy Technology (Jiangsu) Co., Ltd., has obtained project designations for 3 aluminum die-casting projects from 3 clients, with an anticipated lifecycle sales amount of 980 million yuan, planned for mass production in Q2 2026 [1] Group 2: Financial Impact - The project designations are expected to positively impact the company's future annual revenue and operational efficiency, although the specific financial impact will depend on order conditions [1] - For the first three quarters of 2025, Huada Technology reported revenues of 3.614 billion yuan and a net profit attributable to the parent company of 393 million yuan [1]

Core Insights - Huada Technology (603358.SH) has recently secured multiple project designations from domestic automotive manufacturers and new energy battery companies, indicating strong market recognition and growth potential [1] Summary by Categories Project Designations - The company has received project designations for body components, battery box pallets, and aluminum die-casting projects, with total expected sales amounts of 780 million, 1.14 billion, and 980 million respectively [1][1][1] Market Position and Recognition - The project designations reflect the clients' recognition of the company's innovation, research and development capabilities, supporting capabilities, and product quality [1][1] - This achievement signifies the company's efforts in expanding its presence in the passenger vehicle market and deepening its engagement in the new energy vehicle sector [1] Future Impact - The designated projects are expected to positively influence the company's future annual revenue and operational efficiency, enhancing its competitiveness and sustainable development in the automotive parts sector [1][1][1]

Core Viewpoint - Huada Technology (603358.SH) has recently secured multiple project designations from domestic automotive manufacturers and new energy battery companies, indicating strong recognition of its innovation, research and development capabilities, and product quality [1] Group 1: Project Designations - The company has received project designations for body components, battery box pallets, and aluminum die-casting projects [1] - The total expected sales amount for the body components project is 780 million yuan, for the battery box pallets is 1.14 billion yuan, and for the aluminum die-casting project is 980 million yuan [1] Group 2: Market Position and Impact - These project designations reflect the company's efforts in expanding its presence in the passenger vehicle market and deepening its engagement in the new energy vehicle sector [1] - The recognition from clients is expected to enhance the company's competitiveness and sustainable development capabilities in the automotive parts industry [1] - The designated projects are anticipated to have a positive impact on the company's future annual revenue and operational efficiency [1]

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： 证券代码：603358 证券简称：华达科技 公告编号：2025-055 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 ● 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、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12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，无法披露其名称）的16个项目定 ...

Core Viewpoint - Huada Technology (603358) has recently secured project designations from domestic automotive manufacturers and new energy battery companies, indicating a strong demand for its automotive components and a positive outlook for future revenue growth [1] Group 1: Project Designations - The company has received project designations for automotive body components from 12 domestic clients, totaling 16 projects, including 2 new clients. The expected lifecycle of these projects is 3 to 8 years, with a total sales amount projected at 780 million yuan. Production is set to begin in Q4 2025 [1] - Huada Technology's wholly-owned subsidiary, Jiangsu Hengyi Industrial Technology Co., Ltd., has secured project designations for battery box pallets from 3 clients, totaling 4 projects, including 1 new client. The expected lifecycle for these projects is 2 to 4 years, with a total sales amount projected at 1.14 billion yuan. Production is also set to begin in Q4 2025 [1] - Another subsidiary, Huachi New Energy Technology (Jiangsu) Co., Ltd., has received project designations for aluminum die-casting from 3 clients, all of which are new clients. The expected lifecycle for these projects is 5 to 8 years, with a total sales amount projected at 980 million yuan. Production is scheduled to start in Q2 2026 [1]

Core Viewpoint - Huada Technology (603358.SH) has recently secured project designations from domestic automotive manufacturers and new energy battery companies, which are expected to positively impact future revenue and operational efficiency [1] Summary by Category Project Designations - The company has received project designations for body components and battery box pallets, with total expected sales of 7.8 billion yuan for body components and 11.4 billion yuan for battery box pallets [1] - Additionally, the aluminum die-casting project is expected to generate total sales of 9.8 billion yuan [1] Financial Impact - These project designations are anticipated to have a positive effect on the company's future annual revenue and operational performance [1] - Actual sales figures will depend on factors such as the actual production volume of the clients' vehicles, indicating potential uncertainty in final supply quantities [1]