呈交日期: 2024年11月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 688339 | 說明 | | 於上海證券交易所科創板上市 | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 195,787,119 | RMB | | 1 RMB | | 195,787,119 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 195,787,119 | RMB | | 1 RMB | | 195,787,119 | | 2. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 ( ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負 責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部 或任何部分內容而產生或因依賴該等內容而引致之任何損失承擔任何責任。 （在中華人民共和國註冊成立的股份有限公司） （股份代號：2402） 持續關連交易 持續關連交易協議 董事會宣佈，於2024年10月30日，本公司與億華通氫能訂立(i)貨品銷售協議， 據此，本集團提供用於億華通氫能集團生產及營運所需的貨品；及(ii)技術服 務 協 議，據 此，本 集 團 向 億 華 通 氫 能 集 團 提 供 用 於 其 研 發 過 程 的 技 術 服 務， 期限均由2024年10月30日起至2026年12月31日（包 括 首 尾 兩 日）。 上市規則的涵義 截 至 本 公 告 日 期， 億 華 通 氫 能 分 別 由 本 公 司 及 通 嵐 科 技 擁 有72.22%及 24.56%。執 行 董 事 宋 海 英 女 士 及 戴 東 哲 女 士 為 通 嵐 科 技 執 行 事 務 合 夥 人。根 據 上 市 規 則，億 華 通 氫 能 因 此 為 本 公 司 關 連 附 屬 公 司 及 ...

Financial Performance - The company's operating revenue for the third quarter was RMB 162.76 million, representing a 16.40% increase compared to RMB 139.84 million in the same period last year[3]. - The net loss attributable to shareholders for the quarter was RMB -116.66 million, slightly higher than the previous year's loss of RMB -116.54 million[3]. - The basic earnings per share for the quarter was RMB -0.50, compared to RMB -0.51 in the same period last year[3]. - Total operating revenue for the first three quarters of 2024 reached ¥316,608,045.88, an increase from ¥293,356,721.02 in the same period of 2023, representing an increase of approximately 7.8%[19]. - Total revenue for the first three quarters of 2024 was -318,484,610.39, compared to -243,504,289.69 in the same period of 2023, indicating a decline of approximately 30.9% year-over-year[23]. - Operating profit for the first three quarters of 2024 was -347,470,985.51, compared to -270,110,613.37 in 2023, reflecting an increase in losses of about 28.7%[23]. - Net profit attributable to shareholders for the first three quarters of 2024 was -258,150,402.55, compared to -193,048,512.35 in 2023, representing a year-over-year increase in losses of approximately 33.8%[23]. - The total comprehensive income attributable to shareholders for the first three quarters of 2024 was -258,150,402.55, compared to -193,048,512.35 in 2023, indicating a decline of approximately 33.8%[23]. - The basic and diluted earnings per share for the first three quarters of 2024 were both -1.11, compared to -0.84 in 2023, reflecting a worsening in earnings performance[23]. Assets and Liabilities - Total assets at the end of the reporting period amounted to RMB 497,543.99 million, reflecting a 0.60% increase from RMB 494,572.08 million at the end of the previous year[4]. - The company's total equity decreased to ¥3,096,560,307.75 as of September 30, 2024, down from ¥3,407,142,849.00 at the end of 2023, a decline of approximately 9.1%[18]. - Current liabilities rose to ¥1,636,745,666.51 as of September 30, 2024, up from ¥1,322,112,247.94 at the end of 2023, an increase of about 23.8%[17]. - Total liabilities increased to ¥1,878,879,603.48 as of September 30, 2024, compared to ¥1,538,577,927.24 at the end of 2023, reflecting a growth of approximately 22.1%[18]. - The company's total non-current liabilities amounted to ¥242,133,936.97 as of September 30, 2024, up from ¥216,465,679.30 at the end of 2023, an increase of about 11.8%[18]. Cash Flow - The net cash flow from operating activities for the year-to-date period was RMB -22,136.03 million, an improvement from RMB -40,348.62 million in the previous year[3]. - Cash flow from operating activities for the first three quarters of 2024 was -221,360,346.09, an improvement from -403,486,173.16 in 2023, indicating a reduction in cash outflow of about 45%[25]. - Cash received from sales of goods and services in the first three quarters of 2024 was 196,208,190.71, up from 152,631,720.23 in 2023, marking an increase of approximately 28.5%[24]. - Cash paid for purchasing goods and services in the first three quarters of 2024 was 195,384,828.44, down from 263,629,872.45 in 2023, showing a decrease of about 26%[25]. - Cash outflow from investment activities totaled $46.08 million in the first three quarters of 2024, down from $807.22 million in 2023, indicating a reduction of about 94.3%[27]. - Net cash flow from financing activities in the first three quarters of 2024 was $236.00 million, a decrease of approximately 79.3% compared to $1.14 billion in the same period of 2023[27]. - The ending balance of cash and cash equivalents as of September 30, 2024, was $569.89 million, down from $630.87 million at the end of the same period in 2023, reflecting a decline of approximately 9.7%[28]. Shareholder Information - The total number of common shareholders at the end of the reporting period is 14,508[9]. - Zhang Guoqiang, the largest shareholder, holds 36,444,469 shares, accounting for 15.73% of total shares[9]. - The second-largest shareholder, HKSCC NOMINEES LIMITED, holds 35,859,552 shares, representing 15.48% of total shares[9]. - The company has committed to not reducing shareholdings for 12 months starting from October 18, 2023[13]. - The company has no significant changes in the shareholding structure due to margin trading activities[11]. Research and Development - Research and development expenses for the quarter totaled RMB 31.42 million, accounting for 19.30% of operating revenue, down from 29.75% in the same period last year[3]. - Research and development expenses decreased to ¥70,476,606.08 in 2024 from ¥105,716,539.49 in 2023, a reduction of approximately 33.3%[19].

证券代码：688339 证券简称：亿华通 公告编号：2024-031 北京亿华通科技股份有限公司 第三届监事会第十五次会议决议公告 本公司监事会及全体监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、准确性和完整性依法承担法律责任。 表决结果：同意 3 票，反对 0 票，弃权 0 票。 回避情况：无。 一、 监事会会议召开情况 北京亿华通科技股份有限公司（以下简称"公司"）第三届监事会第十五次 会议于 2024 年 10 月 30 日在公司会议室召开。会议应出席监事 3 名，实际出席 监事 3 名，符合《中华人民共和国公司法》（以下简称"公司法"）等有关法律、 法规和《北京亿华通科技股份有限公司章程》（以下简称"公司章程"）的规定。 会议由公司监事会主席滕朝军先生主持。 二、 监事会会议审议情况 (一) 审议通过《关于<2024 年第三季度报告>的议案》 监事认为：公司《2024 年第三季度报告》的编制及审议程序均符合法律、 法规、规范性文件和《公司章程》的要求，格式和内容符合中国证券监督管理 委员会和公司股票上市地证券交易所的有关规定，内容真实、准确、完整地反 映出公司本报 ...

Financial Performance - The company's operating revenue for Q3 2024 was CNY 162.76 million, representing a 16.40% increase compared to CNY 139.84 million in the same period last year[4]. - The net profit attributable to shareholders was CNY -116.66 million, slightly worse than CNY -116.54 million in the previous year, indicating a stable performance despite losses[4]. - Total operating revenue for the first three quarters of 2024 reached ¥316,608,045.88, an increase of 7.8% compared to ¥293,356,721.02 in the same period of 2023[16]. - The net loss for the first three quarters of 2024 was ¥318,484,610.39, compared to a net loss of ¥243,504,289.69 in the same period of 2023, reflecting a deterioration in performance[17]. - Basic and diluted earnings per share for the first three quarters were both -¥1.11, compared to -¥0.84 in the same period last year, indicating worsening financial performance[17]. Research and Development - The R&D investment totaled CNY 31.42 million, a decrease of 24.49% from CNY 41.61 million year-on-year, reflecting a strategic shift in resource allocation[4]. - The ratio of R&D investment to operating revenue was 19.30%, down from 29.75% in the same period last year, indicating a reduced focus on R&D relative to revenue[5]. - Research and development expenses were ¥70,476,606.08, a decrease of 33.4% from ¥105,716,539.49 in the previous year, indicating a potential shift in focus[16]. Assets and Liabilities - Total assets at the end of the reporting period were CNY 497.54 million, a slight increase of 0.60% from CNY 494.57 million at the end of the previous year[5]. - The equity attributable to shareholders decreased by 8.34% to CNY 279.08 million from CNY 304.49 million at the end of the previous year[5]. - The company reported a total of CNY 706.47 million in trading financial assets, an increase from CNY 690.33 million, representing a growth of approximately 2.3%[13]. - The company’s total liabilities increased to CNY 2.67 billion, up from CNY 2.56 billion, indicating a growth of about 4.3%[14]. - The total liabilities increased to ¥1,878,879,603.48, up from ¥1,538,577,927.24 in the previous year, indicating a rise in financial obligations[16]. - The total equity attributable to shareholders decreased to ¥2,790,809,364.53 from ¥3,044,850,299.91, reflecting a decline in shareholder value[16]. Cash Flow - The company reported a net cash flow from operating activities of CNY -22.14 million year-to-date, an improvement from CNY -40.35 million in the same period last year[4]. - In the first three quarters of 2024, the cash inflow from operating activities reached ¥286,508,997.41, an increase of 55.2% compared to ¥184,648,621.89 in the same period of 2023[19]. - The net cash flow from operating activities was -¥221,360,346.09, an improvement from -¥403,486,173.16 year-over-year[19]. - The cash inflow from financing activities was ¥620,827,782.19, compared to ¥1,372,950,993.59 in the previous year, reflecting a decrease of 54.7%[20]. - The net cash flow from financing activities was ¥236,004,150.75, a significant decrease from ¥1,141,662,390.32 in the same period of 2023[20]. Other Financial Metrics - The weighted average return on equity was -4.09%, a decrease of 0.28 percentage points compared to -3.81% in the previous year[4]. - Non-recurring gains and losses for the period amounted to CNY -82.54 million, primarily due to significant losses from financial asset disposals[7]. - The company reported a significant increase in financial expenses, totaling ¥6,606,635.44, compared to a financial income of -¥20,469,267.95 in the previous year[16]. - The company received cash from investment income amounting to ¥2,606,273.98, an increase from ¥486,938.81 in the previous year[19]. - The company reported a decrease in tax payments to ¥4,801,598.64 from ¥12,748,545.45 in the same period of 2023[19].

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負 責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部 或任何部分內容而產生或因依賴該等內容而引致之任何損失承擔任何責任。 於本公告日期，董事會成員包括執行董事張國強先生、宋海英女士及戴東哲女士； 非執行董事滕人杰女士及宋峰先生；及獨立非執行董事劉小詩先生、紀雪洪先生、 陳素權先生及李志杰先生。 北京億華通科技股份有限公司 董事長 張國強 中國，北京 2024年10月17日 （股份代號：2402） 董事會召開日期 北 京 億 華 通 科 技 股 份 有 限 公 司（「本公司」）董 事 會（「董事會」）謹 此 宣 佈，本 公 司 將 於2024年10月30日（星 期 三）舉 行 董 事 會 會 議，其 中 議 程 包 括 審 議 及 批 准 本 公 司 及 其附屬公司截至2024年9月30日止九個月的未經審核第三季度業績及其刊發。 承董事會命 （在中華人民共和國註冊成立的股份有限公司） ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2024年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 北京億華通科技股份有限公司（「本公司」） 呈交日期: 2024年10月7日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 688339 | 說明 | | 於上海證券交易所科創板上市 | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 195,787,119 | RMB | | 1 RMB | | 195,787,119 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 195,787,119 | RMB | | 1 RMB | | 195,787,119 | | 2. 股 ...

Financial Performance - Net loss attributable to shareholders increased by RMB 64.98 million to RMB 141.49 million, primarily due to a larger decrease in product selling prices compared to cost reductions, increased interest expenses from higher bank loans, and reduced foreign exchange gains[5] - Revenue for the reporting period was RMB 153.84 million, a slight increase of 0.21% year-over-year, but future performance may be adversely affected if market demand continues to decline or industry competition intensifies[5] - Revenue for the reporting period (1-6 months) was RMB 153.84 million, a slight increase of 0.21% compared to the same period last year[16] - Net profit attributable to shareholders of the listed company was a loss of RMB -141.49 million, compared to a loss of RMB -76.51 million in the same period last year[16] - Basic earnings per share (EPS) for the reporting period was a loss of RMB -0.86, compared to a loss of RMB -0.47 in the same period last year[17] - Weighted average return on equity (ROE) was -4.76%, a decrease of 2.27 percentage points compared to the same period last year[17] - Revenue for the first half of 2024 reached RMB 1.538 billion, a year-on-year increase of 0.21%[18] - Net loss attributable to shareholders was RMB 1.415 billion, an increase of RMB 649.78 million compared to the same period last year[18] - Operating cash flow was negative RMB 1.831 billion, an increase of RMB 932.47 million year-on-year[18] - Non-recurring gains and losses amounted to RMB 16.53 million, including government subsidies of RMB 12.57 million[20] - The company achieved a revenue of RMB 153.84 million in the first half of 2024, a year-on-year increase of 0.21%[50] - The net loss attributable to shareholders was RMB 141.49 million, an increase of RMB 64.98 million compared to the same period last year[50] - Operating cash flow was negative RMB 183.12 million, an increase of RMB 93.25 million year-on-year[50] - Total assets reached RMB 4.98 billion, a 0.63% increase from the end of the previous year[50] - Shareholders' equity decreased by 4.6% to RMB 2.90 billion compared to the end of the previous year[50] - Net loss attributable to shareholders increased by RMB 64.98 million to RMB 141.49 million, primarily due to a larger decline in product prices compared to costs, increased interest expenses from bank loans, and reduced foreign exchange gains[53] - Revenue for the reporting period was RMB 1.54 billion, a slight increase of 0.21% year-over-year, but future performance may be impacted by declining market demand and intensified competition[53] - Operating income increased by 0.21% to RMB 153.84 million compared to the same period last year[66] - Operating costs rose by 30.14% to RMB 126.59 million due to increased product sales[66] - Sales expenses decreased by 7.41% to RMB 27.92 million[66] - Management expenses dropped by 11.08% to RMB 104.47 million[66] - R&D expenses decreased by 8.44% to RMB 50.53 million[66] - Other income increased by 36.04% to RMB 19.78 million, mainly due to higher government subsidies[66][69] - Fair value change income decreased by 85.57% to RMB 7.03 million due to reduced exchange gains[66][69] - Net cash flow from operating activities improved by RMB 93.25 million, driven by increased sales collections and government subsidies[68] - Net cash flow from financing activities decreased by 81.60% due to the completion of the company's listing on the Hong Kong Stock Exchange in the previous year[68] - Total operating revenue for the first half of 2024 was RMB 153.84 million, a slight increase of 0.21% compared to RMB 153.52 million in the same period of 2023[167] - Total operating costs for the first half of 2024 increased by 10.94% to RMB 311.11 million, up from RMB 280.42 million in the first half of 2023[167] - R&D expenses decreased by 8.44% to RMB 50.53 million in the first half of 2024, compared to RMB 55.19 million in the same period of 2023[167] - The company reported a net loss of RMB 170.39 million in the first half of 2024, a significant increase from the net loss of RMB 103.39 million in the first half of 2023[168] - Basic and diluted earnings per share for the first half of 2024 were both RMB -0.86, compared to RMB -0.47 in the same period of 2023[169] - The company's investment losses increased to RMB 17.45 million in the first half of 2024, up from RMB 15.78 million in the first half of 2023[167] - Management expenses decreased by 11.08% to RMB 104.47 million in the first half of 2024, compared to RMB 117.48 million in the same period of 2023[167] - The company's credit impairment losses increased to RMB 19.91 million in the first half of 2024, up from RMB 14.02 million in the first half of 2023[167] - Other income increased by 36.04% to RMB 19.78 million in the first half of 2024, compared to RMB 14.54 million in the same period of 2023[167] - The company's comprehensive income loss widened to RMB 170.39 million in the first half of 2024, compared to RMB 103.39 million in the first half of 2023[169] - Operating cash flow from sales of goods and services increased to RMB 131,046,180.34 in H1 2024, up from RMB 99,788,999.87 in H1 2023, reflecting a 31.3% year-over-year growth[170] - Total operating cash inflow for H1 2024 was RMB 199,387,377.90, compared to RMB 119,805,126.61 in H1 2023, marking a 66.4% increase[170] - Net cash flow from operating activities improved to RMB -183,120,171.18 in H1 2024, compared to RMB -276,367,270.27 in H1 2023, indicating a 33.7% reduction in cash outflow[170] - Cash outflow for purchasing goods and services decreased to RMB 157,296,466.19 in H1 2024, down from RMB 172,876,263.86 in H1 2023, a 9.0% reduction[170] - Net cash flow from investing activities was RMB -29,922,810.48 in H1 2024, significantly improved from RMB -700,781,640.41 in H1 2023[172] - Cash inflow from financing activities in H1 2024 was RMB 478,582,719.62, a decrease from RMB 1,262,445,749.54 in H1 2023, reflecting a 62.1% decline[172] - Net cash flow from financing activities was RMB 203,931,173.91 in H1 2024, down from RMB 1,108,462,911.36 in H1 2023, a 81.6% decrease[172] - Cash and cash equivalents at the end of H1 2024 stood at RMB 584,679,290.57, compared to RMB 767,516,225.22 at the end of H1 2023, a 23.8% decline[173] - Total monetary funds at the end of the period amounted to RMB 597,725,865.05, a decrease of 1.89% compared to the beginning of the period[179] - Restricted monetary funds totaled RMB 13,046,574.48, a decrease of 24.14% compared to the beginning of the period[180] - Trading financial assets at the end of the period amounted to RMB 715,829,010.87, an increase of 3.69% compared to the beginning of the period[181] - Accounts receivable within 1 year amounted to RMB 829,013,585.87, a decrease of 0.84% compared to the beginning of the period[188] - Accounts receivable aged 1 to 2 years amounted to RMB 592,969,056.68, a decrease of 10.28% compared to the beginning of the period[188] - Accounts receivable aged 2 to 3 years amounted to RMB 339,815,265.49, an increase of 48.41% compared to the beginning of the period[188] - Accounts receivable aged 3 to 4 years amounted to RMB 23,581,181.27, a decrease of 38.86% compared to the beginning of the period[188] - Accounts receivable aged 4 to 5 years amounted to RMB 218,810,000.00, a decrease of 2.45% compared to the beginning of the period[188] - Accounts receivable aged over 5 years amounted to RMB 92,175,480.45, an increase of 6.03% compared to the beginning of the period[188] - Total accounts receivable at the end of the period amounted to RMB 2,096,364,569.76, an increase of 0.99% compared to the beginning of the period[188] - The total accounts receivable is RMB 2,096,364,569.76, with a bad debt provision of RMB 473,379,785.24, accounting for 22.58% of the total[189] - The bad debt provision for accounts receivable aged 2-3 years is RMB 98,469,435.85, representing 29.00% of the total for that category[192] - The top five accounts receivable and contract assets amount to RMB 1,725,885,076.30, accounting for 81.65% of the total[194] - The bad debt provision for contract assets is RMB 697,148.12, representing 4.00% of the total contract assets[197] - The bad debt provision for accounts receivable aged 1-2 years is RMB 35,578,143.41, representing 6.00% of the total for that category[192] - The bad debt provision for accounts receivable aged 3-4 years is RMB 11,773,334.00, representing 50.00% of the total for that category[192] - The bad debt provision for accounts receivable aged 4-5 years is RMB 445,000.00, representing 100.00% of the total for that category[192] - The bad debt provision for accounts receivable aged 5 years and above is RMB 2,832,805.45, representing 100.00% of the total for that category[192] - The bad debt provision for accounts receivable aged 1 year and below is RMB 33,160,542.64, representing 4.00% of the total for that category[192] - The bad debt provision for contract assets aged 1 year and below is RMB 697,148.12, representing 4.00% of the total for that category[198] - Accounts receivable financing increased to 51,949,064.76 RMB from 31,009,909.60 RMB at the beginning of the period[200] - The total accounts receivable financing at the end of the period was 51,949,064.76 RMB[200] - The company has endorsed or discounted receivables financing that has not yet matured as of the balance sheet date[200] R&D and Innovation - R&D investment accounted for 50.45% of revenue, an increase of 0.56 percentage points compared to the same period last year[17] - The company focuses on the R&D and industrialization of fuel cell systems, with applications in commercial vehicles such as buses and logistics trucks[21] - The company follows a "research, develop, and promote" R&D model, emphasizing vertical integration and collaboration with universities and industry leaders[22] - Key materials for fuel cell systems include stacks, air compressors, and DC voltage converters, with domestic stack production capabilities[23] - The company has developed core technologies including hybrid power system matching and control, long-life fuel cell system control, fault diagnosis and fault-tolerant control, low-temperature rapid start-up, and high-power density fuel cell system integration[31] - The company has expanded its product market coverage by collaborating with domestic mainstream vehicle manufacturers to develop new models such as buses, sanitation vehicles, tractors, and cold chain logistics vehicles[28] - The fuel cell industry in China has achieved batch domestic production of core components, leading to improvements in system cost and product reliability[29] - The company has strengthened its R&D capabilities by increasing investment and introducing professional talent, maintaining its core competitiveness[30] - The company has developed a self-heating technology for fuel cell stacks, enabling rapid temperature increase and reducing cold start energy consumption[31] - The company's high-power density fuel cell system integration technology reduces energy loss and system weight through high integration[31] - The company has developed high-efficiency fuel cell waste heat utilization technology, which improves system energy conversion efficiency through multi-thermal domain coupling control strategies[32] - The company has obtained 72 new patents and 2 software copyrights during the reporting period, bringing the total to 1,111 patents and 106 software copyrights[34] - The company's R&D investment totaled 77.62 million yuan, with a 1.34% increase compared to the previous year, accounting for 50.45% of total revenue[36] - The company has been recognized as a national-level "Little Giant" specialized and innovative enterprise for hydrogen fuel cell engines from 2020 to 2023 and again from 2023 to 2026[33] - The company is developing a high-power, long-life fuel cell engine system for long-distance heavy-duty commercial vehicles, with a total investment of 900 million yuan and 493.36 million yuan already invested[37] - The company is working on a hydrogen production and refueling integrated station project, with a total investment of 2.4 billion yuan and 23.5 million yuan invested in the current period[38] - The company has achieved breakthroughs in high-power fuel cell stack design, focusing on improving power density, cost reduction, and durability[32] - The company has established a comprehensive testing and evaluation system for fuel cell systems, covering five major aspects including hybrid power systems and hydrogen systems[32] - The company's capitalised R&D investment increased by 26.54% to 27.09 million yuan, accounting for 34.90% of total R&D investment[36] - The company is developing a high-consistency, high-power fuel cell stack, with 335.91 million yuan invested in the project so far[38] - The company has developed fuel cell systems for various vehicle types, including logistics vehicles, buses, and trucks, with a focus on optimizing system architecture and control strategies to reduce the lifespan decay rate of fuel cell systems[39] - The company has invested RMB 6,492.56 million in the development of fuel cell stack series products, with a cumulative investment of RMB 10,701.64 million, aiming to upgrade and iterate fuel cell systems through the development and verification of key components[39] - The company has completed the development of a high-performance membrane electrode and its key materials, with a cumulative investment of RMB 326.85 million, and has designed a fuel cell cogeneration system architecture with a cumulative investment of RMB 82.57 million[40] - The company has developed a high-efficiency megawatt-level fuel cell cogeneration system, with a cumulative investment of RMB 1,370.89 million, and has completed the development of fuel cell components with a cumulative investment of RMB 1,200.00 million[40] - The company has completed the development of a high-power fuel cell stack testing equipment, with a cumulative investment of RMB 464.22 million, and is currently testing the lifespan and decay performance of single cells and short stacks[41] - The company has developed a hybrid power system with multi-energy efficient coupling control and key devices, with a cumulative investment of RMB 168.57 million, and has completed the development of a fuel cell-hydrogen internal combustion engine hybrid power system integration and demonstration, with a cumulative investment of RMB 3.91 million[42] - The company has 300 R&D personnel, accounting for 32.89% of the total workforce, with a total R&D salary of RMB 374.127 million and an average R&D salary of RMB 115,800[43] - The company's R&D team consists of 29 PhDs (9.67%), 156 master's degree holders (52.00%), and 94 bachelor's degree holders (31.33%), with 97 R&D personnel under 30 years old (32.33%) and 176 R&D personnel under 40 years old (58.67%)[44] - The company has formed strong technical and R&D advantages, large-scale production and promotion advantages, market layout advantages, core component supply advantages, and talent advantages through years of technical and operational accumulation[45] Market and Industry Trends - Hydrogen energy is a strategic focus for China's carbon neutrality goals, with significant policy support at both national and local levels[26] - Hydrogen fuel cell vehicle sales in China exceeded 2,600 units in the first half of 2024, representing a year-on-year growth of over 9%[27] - The company holds a leading position in the industry, with 157 vehicle models equipped with its fuel cell systems out of a total of 1,069 fuel cell vehicle models announced nationwide as of June 2024[28] - China aims to achieve a fuel cell vehicle ownership target of approximately 50,000 units by 2025[29] - The application scenarios for fuel cell vehicles in China have diversified from public transportation to include sanitation, urban logistics, cold chain transportation, and heavy-duty cargo transport[27] - The company operates on a direct sales model, primarily targeting domestic commercial vehicle manufacturers[25] - The company faces risks of continued losses if it cannot secure sufficient orders and expand sales to reach economies of scale necessary for profitability[5] - The company faces risks from high customer concentration, with major clients including Beiqi Foton and Yutong Bus, which could affect independent operations if new markets or clients are not developed[55] - Gross margin is at risk of decline as fuel cell technology matures and market competition intensifies, leading to rapid cost and price reductions[56] - The company's fuel cell systems are critical for vehicle safety, and

%% %% 丨证券研究报告丨 联合研究丨公司点评丨亿华通-U（688339.SH） [Table_Title] 亿华通点评：2024H1 毛利率承压拖累业绩，期 待燃料电池车推广加速放量 | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------| | | | | 报告要点 | | | [Tabl ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2024年8月31日 狀態: 新提交 | 2. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02402 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 35,864,962 | RMB | | 1 RMB | | 35,864,962 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 35,864,962 | RMB | | 1 RMB | | 35,864,962 | 本月底法定/註冊股本總額： RMB 231,652,081 備註： 第 1 頁 共 11 頁 v 1.1.0 因本公司是於中華人民共和國註冊成立的股份有限公司，「法定股本」之概念不適用於本 ...