证券代码：688071 证券简称：华依科技 公告编号：2025-031 上海华依科技集团股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度暨减持 股份结果公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示： 大股东持有的基本情况 本次减持计划实施前，上海华依科技集团股份有限公司（以下简称"公司"） 股东黄大庆持有公司股份 7,840,998 股，占公司总股本的 9.25%。上述股东所持 股份来源均为公司首次公开发行前取得的股份，已于 2024 年 7 月 29 日起解除限 售并上市流通。 减持计划的实施结果情况 2025 年 6 月 21 日在上海证券交易所网站（www.sse.com.cn）披露了《上海 华依科技集团股份有限公司关于 5%以上股东及董事减持股份计划公告》（公告 编号：2025-029）。股东黄大庆因自身资金需求，拟通过集中竞价或大宗交易的 方式减持公司股份合计不超过 1,093,787 股，拟减持比例不超过公司总股本的 1.29%。 公司于 2025 年 7 月 23 ...

Core Viewpoint - Fund manager Wu Hao oversees two funds, with the best-performing fund being Huaxia High-end Manufacturing Mixed A (002345), which achieved a quarterly net value increase of 1.01% by the end of Q2 2025 [1]. Fund Performance Summary - Huaxia High-end Manufacturing Mixed A has a total scale of 9.11 billion, with an annualized return of 2.04% and a quarterly increase of 1.01%. The top holding is Guoguang Electric, accounting for 8.47% of the net value [2]. - Huaxia High-end Manufacturing Mixed C has a scale of 0.21 billion, with a negative annualized return of -9.01% and a quarterly increase of 0.86%, also holding Guoguang Electric at 8.47% [2]. - Wu Hao's management of Huaxia High-end Manufacturing Mixed A has yielded a cumulative return of 35.89% and an average annualized return of 6.19%. The fund has made 89 adjustments to its heavy holdings, with a success rate of 66.29% [2]. Stock Adjustment Cases - Notable stock adjustments include: - Trina Solar (天合光能) was bought in Q2 2021 and sold in Q3 2021, yielding an estimated return of 141.89% with a company revenue growth of 51.20% during the holding period [3][5]. - Tongwei Co., Ltd. (通威股份) was held from Q2 2020 to Q4 2020, achieving a return of 120.32% with a company performance increase of 36.95% [3]. - Tanfeng Communication (天孚通信) was held from Q2 2023 to Q2 2024, resulting in a return of 96.16% with a net profit growth of 84.07% [6]. Underperforming Stock Cases - Underperforming stocks include: - Green Harmony (绿的谐波) was held from Q4 2023 to Q3 2024, resulting in a return of -48.55% despite a revenue growth of 8.77% [4][6]. - Huayi Technology (华依科技) was held from Q4 2023 to Q2 2024, with a return of -44.46% and a performance increase of 20.36% [4].

Key Points - The announcement reports a change in equity holdings of major shareholders Huang Daqing and Qin Ligang, with Huang's stake decreasing from 9.25% to 8.45% and Qin's from 6.48% to 5.68% [1][3] - Huang Daqing reduced his holdings by selling 679,931 shares, while Qin Ligang sold 682,143 shares during the period from July 14 to July 18, 2025 [1][3] - The changes in equity holdings triggered a notification requirement as they touched the 1% threshold [1][3] - The company confirms that these changes do not violate any prior commitments or plans made by the shareholders [1][4] - The company will ensure compliance with relevant regulations regarding share reductions and will keep investors informed [4]

公司持股 5%以上股东黄大庆先生、秦立罡先生保证向本公司提供的信息真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 证券代码：688071 证券简称：华依科技 公告编号：2025-030 上海华依科技集团股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的 提示性公告 二、 权益变动触及 1%刻度的基本情况 | 权益变动方向（黄大庆） | 比例增加□ | | 比例减少 | | --- | --- | --- | --- | | 权益变动前合计比例 | 9.25% | | | | 权益变动后合计比例 | 8.45% | | | | 本次变动是否违反已作出的承 诺、意向、计划 | 是□ | 否 | | | 是否触发强制要约收购义务 | 是□ | 否 | | | 权益变动方向（秦立罡） | 比例增加□ | | 比例减少 | | --- | --- | --- | --- | | 权益变动前合计比例 | 6.48% | | | | 权益变动后合计比例 | 5.68% | | | | 本次变动是否违反已作出的承 ...

Market Overview - A-shares maintained a narrow fluctuation on July 16, with the Shanghai Composite Index closing at 3503.78 points, down 0.03% [1] - The Shenzhen Component Index and the ChiNext Index both fell by 0.22% to 10720.81 points and 2230.19 points, respectively [1] - The total trading volume in the Shanghai and Shenzhen markets was 146.19 billion yuan, a decrease of over 170 billion yuan from the previous day [1] Sector Performance - Financial stocks collectively declined, while the steel, non-ferrous metals, and coal sectors showed weakness [1] - The automotive supply chain stocks surged, with companies like Rongtai Co., Fuda Co., and Zhejiang Rongtai hitting the daily limit [1] - The innovative drug concept saw significant activity, with stocks like Guosheng Tang and Iwu Biotech rising approximately 16% [5][6] - The humanoid robot concept remained hot, with companies like Shangwei New Materials achieving a six-day limit increase [2][4] Notable Company Movements - Huadian New Energy, which debuted on the Shanghai main board, closed up 125.8%, reaching a market value of over 300 billion yuan at one point [1] - Weiyali, a Hong Kong-based electronic component distributor, saw its stock surge by 288% upon resuming trading, with an intraday increase exceeding 900% [1] Humanoid Robot Sector Insights - The humanoid robot industry is in its early stages, with significant growth expected in the next 3 to 5 years across various applications [4] - The current phase is described as the "dawn" of humanoid robot industrialization, with mass production and large-scale application becoming feasible [4] - Cost reduction is crucial for the widespread adoption of humanoid robots, and companies that master core component technologies are recommended for investment [4] Innovative Drug Sector Insights - The innovative drug sector experienced strong gains, with several companies hitting the daily limit [5][6] - The recent launch of the 11th batch of national drug centralized procurement is expected to impact the market, focusing on mature "old drugs" rather than innovative drugs [7] - The introduction of measures to support the high-quality development of innovative drugs indicates a growing role for commercial insurance in the healthcare system [7] Pet Economy Sector Insights - The pet economy concept gained traction, with companies like Weike Technology rising over 10% [8] - The pet food sector is viewed as a growing market with significant long-term growth potential, particularly for domestic brands [8]

Group 1 - The company Huayi Technology's subsidiary, Shanghai Huayi Intelligent Manufacturing Power Technology Co., Ltd., has secured a new project with one of the top three domestic automotive brands in terms of sales [1] - The demand for Inertial Measurement Units (IMUs) has surged this year due to the increasing penetration of intelligent driving systems, leading to multiple projects being initiated by Huayi Intelligent Manufacturing [1] - The IMU is described as the "nerve center" of intelligent driving systems, providing critical data for navigation, chassis control, and autonomous driving functions [1] Group 2 - The Huayi Intelligent Manufacturing IMU3200 has been developed with a focus on functional safety throughout its lifecycle, adhering strictly to ISO 26262 standards [2] - The product has been calibrated for a temperature range of -40°C to +105°C and is designed to perform reliably in high-vibration and high-temperature environments [2] - The IMU3200 includes comprehensive safety mechanisms to detect and monitor random failures, enhancing the operational safety of intelligent driving systems [2] Group 3 - Huayi Intelligent Manufacturing aims to become a solution provider for embodied intelligence perception platforms, focusing on high-precision, high-stability, and high-safety perception devices [2] - The company's product offerings include IMUs, integrated navigation systems, and domain controllers, serving major global automotive manufacturers and Tier 1 clients [2] - The company is also actively exploring emerging fields such as humanoid robots and low-altitude aircraft, contributing to the development of diverse intelligent sectors [2]

Core Viewpoint - The announcement details the share reduction plans of major shareholders and directors of Shanghai Huayi Technology Group Co., Ltd. due to personal financial needs, which may impact the company's stock performance and investor sentiment [1][2][3]. Shareholder and Director Holdings - Major shareholder Huang Daqing holds 7,840,998 shares, accounting for 9.25% of the total share capital [1][2]. - Shareholder Qin Ligang holds 5,495,850 shares, representing 6.48% of the total share capital [2][3]. - Shareholder and director Pan Min holds 695,304 shares, which is 0.82% of the total share capital [3]. Reduction Plans - Huang Daqing plans to reduce his holdings by up to 1,093,787 shares, or 1.29% of the total share capital, through centralized bidding or block trading [1][2]. - Qin Ligang intends to reduce his holdings by up to 1,271,846 shares, or 1.5% of the total share capital, also through centralized bidding or block trading [2][3]. - Pan Min plans to reduce his holdings by up to 173,826 shares, or 0.21% of the total share capital, through centralized bidding or block trading [3]. Reduction Timing and Methods - The reduction period for all shareholders is set from July 14, 2025, to October 13, 2025, starting 15 trading days after the announcement [1][2][3]. - Huang Daqing will reduce up to 847,897 shares via centralized bidding and 245,890 shares via block trading [1][3]. - Qin Ligang will reduce up to 847,897 shares via centralized bidding and 423,949 shares via block trading [2][3]. - Pan Min will reduce all 173,826 shares via block trading [3]. Compliance and Commitments - The major shareholders have previously committed not to transfer or manage their shares for a specified period after the company's IPO [3][4]. - The reduction plans comply with relevant regulations and will be executed in accordance with legal requirements [8].

证券代码：688071 证券简称：华依科技 公告编号：2025-029 上海华依科技集团股份有限公司 关于 5%以上股东及董事减持股份计划公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示： 大股东及董事持有的基本情况 截至本公告披露日，上海华依科技集团股份有限公司（以下简称"公司"） 股东黄大庆持有公司股份 7,840,998 股，占公司总股本的 9.25%。股东秦立罡持 有公司股份 5,495,850 股，占公司总股本的 6.48%，股东、董事、高级管理人员 潘旻持有公司股份 695,304 股，占公司总股本的 0.82%。上述股东所持股份来源 均为公司首次公开发行前取得的股份，分别已于 2022 年 7 月 29 日、2024 年 7 月 29 日起解除限售并上市流通。 减持计划的主要内容 股东黄大庆因自身资金需求，拟通过集中竞价或大宗交易的方式减持公司股 份合计不超过 1,093,787 股，拟减持比例不超过公司总股本的 1.29%。其中，拟 通过竞价交易方式减持不超过 847,897 ...

Group 1 - The company Huayi Technology announced that shareholder Huang Daqing plans to reduce his holdings by no more than 1.0938 million shares, accounting for 1.29% of the total share capital [1] - Shareholder Qin Ligang intends to reduce his holdings by no more than 1.2718 million shares, representing 1.5% of the total share capital [1] - Shareholder Pan Min plans to reduce his holdings by no more than 173,800 shares, which is 0.21% of the total share capital [1] Group 2 - The reduction period for all shareholders will be within three months starting from 15 trading days after the announcement [1]

Investment Rating - The investment rating for the company is "Buy" [6] Core Insights - The company is a leading player in the IMU sector, with significant growth potential in the fields of unmanned logistics, intelligent driving, and humanoid robotics [1][4] - The launch of the E6 unmanned logistics vehicle by Jiushi at a price of 20,000 yuan is expected to accelerate the growth of the unmanned logistics market [2] - The company has received multiple certifications, including the German TÜV Rheinland ISO 26262 for automotive functional safety, and is in mass production of high-precision inertial navigation products, indicating a strong position in the passenger vehicle market [3] - The humanoid robotics sector is anticipated to see substantial growth in 2025, with the company already achieving small-scale supply of IMU for humanoid robots [4] - The company reported a revenue of 142 million yuan in Q1 2025, a year-on-year increase of 39.02%, and a net profit of 3 million yuan, marking a significant turnaround [5] Financial Summary - Revenue projections for 2025-2027 are 636 million, 816 million, and 1,003 million yuan, with corresponding growth rates of 50.19%, 28.35%, and 22.89%, respectively [6] - The forecasted net profit for the same period is 56.86 million, 78.44 million, and 94.62 million yuan, with growth rates of - and 37.95%, 20.62% [6] - The company is expected to achieve a compound annual growth rate (CAGR) of 33% from 2025 to 2027 [6]