证券代码：605018 证券简称：长华集团 公告编号：2025-052 长华控股集团股份有限公司 关于变更指定信息披露媒体的公告 鉴于公司与《中国证券报》《证券日报》的信息披露服务协议于 2025 年 9 月 28 日到期，自 2025 年 9 月 29 日起，公司指定信息披露媒体将变更为《证券时报》 《上海证券报》和上海证券交易所官方网站（www.sse.com.cn）。公司所有公开披 露的信息均以在上述指定报刊、网站刊登的正式公告为准。 特此公告。 长华控股集团股份有限公司董事会 2025 年 9 月 29 日 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。 长华控股集团股份有限公司（以下简称"公司"）原信息披露媒体为《中国证 券报》《证券日报》和上海证券交易所官方网站（www.sse.com.cn）。 ...

证券代码：605018 证券简称：长华集团 公告编号：2025-051 长华控股集团股份有限公司 关于 2022 年限制性股票激励计划部分限制性股票 回购注销实施公告 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： 回购注销原因：根据长华控股集团股份有限公司（以下简称"公司"） 《2022 年限制性股票激励计划（草案）》（以下简称"《激励计划》"）的相 关规定，鉴于公司 2022 年限制性股票激励计划（以下简称"本激励计划"）首 次授予的 1 名激励对象已离职及 2024 年公司层面业绩考核未达到 2022 年限制性 股票激励计划首次授予部分第三个解除限售期解除限售条件，公司将回购注销其 已获授但尚未解除限售的限制性股票共计 1,160,000 股。 本次注销股份的有关情况 | 回购股份数量 | 注销股份数量 | | 注销日期 | | | | --- | --- | --- | --- | --- | --- | | 1,160,000 股 | 1,160,000 股 | 2025 | 年 10 | 月 | 1 ...

Group 1 - The core viewpoint of the news is that Changhua Group's stock has shown a significant increase of 41.22% year-to-date, despite recent minor declines in the short term [1][2] - As of September 25, Changhua Group's stock price is 12.19 CNY per share, with a market capitalization of 5.744 billion CNY [1] - The company has experienced a net inflow of main funds amounting to 23,500 CNY, with significant trading activity reflected in the buying and selling of large orders [1] Group 2 - Changhua Group's main business involves the research, production, and sales of automotive metal components, with 96.80% of its revenue coming from automotive parts [1][2] - For the first half of 2025, the company reported a revenue of 950 million CNY, a year-on-year decrease of 17.77%, and a net profit attributable to shareholders of 33.36 million CNY, down 46.14% year-on-year [2] - The company has distributed a total of 470 million CNY in dividends since its A-share listing, with 251 million CNY distributed in the last three years [3]

Group 1 - Changhua Group has received a new order for key metal structural components from a domestic automaker, with a project lifecycle of 5 years and an estimated total sales amount of approximately 280 million yuan [1][2] - Since January 2025, Changhua Group has accumulated a total of approximately 3.293 billion yuan in sales from various designated development notifications, covering clients in the new energy vehicle sector, a well-known flying car company, and carbon-ceramic brake disc customers [1][3] - The company has achieved significant sales in the new energy vehicle parts sector, with sales revenue exceeding 200 million yuan in the first half of 2025, and over 300 million yuan from shared products for fuel and new energy vehicles [1][5] Group 2 - Changhua Group has consistently increased its R&D investment, with a total of 486 million yuan spent from 2020 to the first half of 2025, resulting in 276 patents, including 39 invention patents [1][6] - The company reported revenues of 1.835 billion yuan, 2.422 billion yuan, and 2.207 billion yuan for the years 2022 to 2024, with net profits of 110 million yuan, 109 million yuan, and 114 million yuan respectively, indicating stable net profit performance despite fluctuations [4] - In the first half of 2025, the company experienced a revenue decline of 17.77% to 950 million yuan and a net profit decrease of 46.14% to 33.36 million yuan, primarily due to poor sales from Japanese clients and ongoing capacity ramp-up of some investment projects [5]

Group 1 - The company received a development notification for key metal structural components from a domestic automaker, with a project lifecycle of 5 years and an estimated total sales amount of approximately 280 million yuan, expected to start mass production in Q1 2027 [1] - The key metal structural components will be produced by the company's wholly-owned subsidiary, Guangdong Changhua Automotive Parts Co., Ltd., and the project is not expected to have a significant impact on the company's current year performance [1] - The company has recently secured multiple development projects, including two projects with a total estimated sales amount of approximately 1.9 million yuan and 810 million yuan, both expected to start mass production in Q3 2026 [2] Group 2 - The company has announced a product sales contract for carbon-ceramic brake discs, with an estimated total sales amount exceeding 100 million yuan, aimed at a well-known flying car company [3] - The company recorded revenue of 950 million yuan in the first half of 2025, a year-on-year decrease of 17.77%, with a net profit of 33.36 million yuan, down 46.14% year-on-year [3] - The company is actively expanding its business into humanoid robotics and low-altitude economy sectors, with plans to increase investment in these areas by the end of 2024 [2]

Core Viewpoint - Changhua Group has received multiple key development notifications from domestic automotive companies, indicating a strategic focus on key metal structural components for electric and traditional vehicles, with significant projected sales over the coming years [1][2][3] Group 1: Recent Developments - On September 17, Changhua Group announced it received a key development notification for metal structural components from a domestic car manufacturer, with a project lifecycle of 5 years and an estimated total sales amount of approximately 280 million yuan, expected to start mass production in Q1 2027 [1] - In August, the company received notifications for two additional projects, one with a lifecycle of 8 years and total sales of about 190 million yuan, and another with an estimated sales of 810 million yuan, both expected to begin production in Q3 2026 [2] - In July, Changhua Group announced three more projects with a cumulative sales amount exceeding 1.4 billion yuan [2] Group 2: Business Focus and Performance - The company is strategically focusing on the electric vehicle sector, with sales revenue from new energy vehicle components exceeding 200 million yuan in the first half of the year, while combined sales from fuel and new energy vehicle products surpassed 300 million yuan [2] - Changhua Group is also expanding into humanoid robotics and low-altitude economy sectors, with plans to produce planetary roller screw samples by the end of 2024 and increase investment in this area in 2025 [2] - In the low-altitude economy sector, the company has secured a sales contract for carbon-ceramic brake discs, with a total sales amount exceeding 100 million yuan, and is set to start mass production in December 2024 [3] Group 3: Financial Performance - For the first half of 2025, Changhua Group reported revenue of 950 million yuan, a year-on-year decrease of 17.77%, and a net profit of 33.36 million yuan, down 46.14% year-on-year [3] - The second quarter net profit was 26.57 million yuan, reflecting a year-on-year increase of 55.95% [3]

Core Viewpoint - Changhua Group has received a notification for designated development from domestic automakers for key metal structural components, with a total expected sales amount of approximately RMB 280 million over a project lifecycle of five years [1] Group 1 - The designated project is expected to begin mass production in the first quarter of 2027 [1] - The specific supply timeline will be determined based on contracts or agreements signed between the parties involved [1]

Core Viewpoint - Changhua Group (605018.SH) has received a designated development notification from a domestic automotive company for key metal structural components, with a total projected sales amount of approximately RMB 280 million over a 5-year project lifecycle, expected to begin mass production in Q1 2027 [1] Group 1 - The designated project lifecycle is set for 5 years [1] - The total projected sales amount for the lifecycle of the project is approximately RMB 280 million [1] - Mass production is expected to gradually commence in Q1 2027 [1]

证券代码：605018 证券简称：长华集团 公告编号：2025-050 1 长华控股集团股份有限公司 关于收到客户项目定点通知书的公告 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： 长华控股集团股份有限公司（以下简称"公司"）近期收到国内车企（限 于保密要求，无法披露其名称，以下简称"客户"）的定点开发通知书，定点产 品主要为关键金属结构件。此次定点项目生命周期 5 年，预计生命周期总销售金 额约人民币 2.8 亿元，此次定点项目预计在 2027 年第 1 季度逐步开始量产。产 品的具体供应时间以双方签订的相关合同或协议为准。 定点开发通知书并不反映客户最终的实际采购数量，目前项目总金额仅 为预计金额，后续实际开展情况存在不确定性，具体以订单结算金额为准。 定点开发通知书是对指定项目产品开发和供货资格的认可，不构成正式 的订单或销售合同。后续样件产品通过客户评审验证通过之后，方可签订正式订 单或销售合同。 公司相关产品的实际销售金额将与该客户实际产量等因素直接相关，整 体市场的发展状况、国家宏观经济形势等因素 ...

Core Viewpoint - Changhua Group (605018) has received a notification for designated development from a domestic automotive company, focusing on key metal structural components, with a total expected sales amount of approximately 280 million yuan over a project lifecycle of five years, starting production in Q1 2027 [1] Group 1 - The designated project lifecycle is five years [1] - The total expected sales amount for the project is approximately 280 million yuan [1] - Production is expected to gradually commence in Q1 2027 [1]