Core Insights - The company held a semi-annual online performance briefing on September 1, 2025, where management discussed business layout and production base progress with investors [1][2]. Group 1: Business Development - The company has established products in the aerospace and industrial robotics sectors and has begun sampling for humanoid robots, indicating progress in high-tech applications [3]. - The company's performance in the first half of 2025 showed year-on-year growth, attributed to optimized production rhythms of suspension system components and improved management efficiency [3]. - The company has a solid market position and a high-quality customer base, contributing to stable operational performance [3]. Group 2: Overseas Production Bases - The projects in Mexico and Morocco are progressing as planned, although building overseas factories presents challenges [3]. - The company aims for a global strategy with a focus on local operations, establishing research and market centers in Germany to develop smart suspension systems and advanced manufacturing processes [3]. - The dual production bases in Mexico and Morocco serve as strategic points in the global supply chain, enhancing delivery times and supply chain resilience [3]. Group 3: Technological Advancements - The company has accumulated years of technological expertise, improving material performance to meet the demands of high-performance downstream products [3]. - The company holds multiple patents in various technology fields and has established several workstations, receiving laboratory accreditation and other honors [3].

Core Viewpoint - The company has successfully applied its products in the aviation and industrial robotics sectors, and has also submitted samples for humanoid robot applications [1] Group 1 - The company is actively involved in the aviation sector with existing product applications [1] - The company has developed products for the industrial robotics field [1] - The company is exploring opportunities in the humanoid robotics sector by sending samples [1]

Core Viewpoint - The company has successfully applied its products in the aviation and industrial robotics sectors, and has also submitted samples for humanoid robotics applications [1] Group 1 - The company is actively involved in the aviation sector with existing product applications [1] - The company has developed products for the industrial robotics field [1] - The company is exploring opportunities in the humanoid robotics sector by sending samples [1]

华纬科技股份有限公司投资者关系活动记录表 编号：2025-005 | | □特定对象调研 □分析师会议 | | --- | --- | | | 业绩说明会 □媒体采访 ☑ | | 投资者关系活动类别 | | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称及人员 | 线上参与华纬科技（001380）2025年半年度网上业绩说 | | 姓名 | 明会的全体投资者 | | 时间 | 2025年9月1日（星期一）15:00-16:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | 上市公司接待人员及 | 董事长、总经理：金雷 | | | 独立董事：姜晏 | | 姓名 | 财务总监：童秀娣 | | | 董事会秘书：姚芦玲 | | | 保荐代表人：金梁 | | | 本次业绩说明会采用网络问答的方式，公司与投资 | | | 者进行了充分的交流与沟通，严格按照相关规定，保证 | | | 信息披露的真实、准确、完整、及时、公平性，没有出 | | | 现未公开重大信息泄露等情况。公司就投资者在本次说 ...

公司点评 | 华纬科技 1H25 业绩兑现高增，全品类出海+非车端业务可期 证券研究报告 2025 年 08 月 28 日 华纬科技（001380.SZ）2025 年半年报点评 事件：公司发布 2025 年半年报，1H25 公司实现营收 9.4 亿元，同比+33%， 归母净利润 1.3 亿元，同比+56%，扣非归母净利润 1.2 亿元，同比+58%； 单 Q2 来看，公司实现营收 4.9 亿元，同环比+21%/+8%，归母净利润 0.63 亿元，同环比+55%/-1%，扣非归母净利润 0.58 亿元，同环比+48%/-5%。 深度绑定比亚迪&吉利，1H25 业绩保持高增。公司深度绑定比亚迪&吉利两 大自主品牌，1H25 比亚迪和吉利分别实现销量 215/141 万辆，同比 +33%/+47%，带动公司营收实现高增。盈利能力方面，公司上半年实现毛 利率/净利率 25.7%/13.9%，同比+1.98/+2.37pcts；单 Q2 来看，实现毛利 率/净利率 26.4%/13.2%，同比+4.22/+2.73pcts，环比+1.34/-1.40pcts，其 中净利率环比下滑主要系单季度销售/研发费用率达 3.5% ...

Core Viewpoint - The company reported strong financial performance for the first half of 2025, driven by deep partnerships with BYD and Geely, and is expanding its global footprint through joint ventures and new product development [1][2]. Financial Performance - In 1H25, the company achieved revenue of 940 million yuan, a year-on-year increase of 33%, and a net profit attributable to shareholders of 130 million yuan, up 56% year-on-year [1]. - For Q2 alone, the company reported revenue of 490 million yuan, with a quarter-on-quarter increase of 21% and a year-on-year increase of 8% [1]. - The gross margin and net margin for 1H25 were 25.7% and 13.9%, respectively, reflecting increases of 1.98 and 2.37 percentage points year-on-year [1]. Strategic Partnerships and Expansion - The company has established joint ventures with Wan'an Technology to build production bases in Mexico and Morocco, marking the beginning of its global capacity expansion [2]. - The company aims to accelerate its overseas customer base through the export of brake springs and plans to expand its product offerings to include suspension springs and stabilizer bars [2]. Product Development - The company is actively developing small spring categories and has acquired controlling interest in Wuxi Zegen Spring to expand its valve and special-shaped components scale [2]. - Collaborations with ABB in the industrial robotics sector are expected to enhance the company's non-automotive business revenue share significantly [2]. Future Projections - Revenue projections for 2025-2027 are 2.29 billion, 2.75 billion, and 3.16 billion yuan, representing year-on-year growth rates of 23%, 20%, and 15%, respectively [2]. - Net profit projections for the same period are 300 million, 370 million, and 440 million yuan, with year-on-year growth rates of 32%, 23%, and 20% [2].

Group 1 - The stock price of Huawai Technology closed at 23.45 yuan on August 27, 2025, down by 1.04 yuan, representing a decline of 4.25% from the previous trading day [1] - The trading volume on that day was 81,500 hands, with a transaction amount of 197 million yuan, resulting in a turnover rate of 9.26% [1] - As of August 20, the latest number of shareholders for Huawai Technology was 22,348, which decreased by 21.38% compared to August 10 [1] Group 2 - On August 27, the net outflow of main funds was 31.9949 million yuan, with a cumulative net outflow of 62.7177 million yuan over the past five days [1] - Huawai Technology operates in the general equipment industry, primarily engaged in the manufacturing of automotive parts, including suspension springs and stabilizer bars [1]

Group 1 - Aofei Data achieved a net profit of 87.89 million yuan in the first half of 2025, a year-on-year increase of 16.09% [1] - Aofei Data's revenue for the same period was 1.148 billion yuan, up 8.20% year-on-year [1] - The company specializes in IDC services, internet business, system integration, and distributed photovoltaic energy-saving services [1] Group 2 - Meilan De reported a net profit of 63.92 million yuan, a year-on-year decrease of 11.96% [1] - The company's revenue was 241 million yuan, reflecting a growth of 5.62% year-on-year [1] - Meilan De focuses on the research, production, sales, and service of medical devices related to pelvic and obstetric rehabilitation [1] Group 3 - Jiuan Medical posted a net profit of 920 million yuan, a significant year-on-year increase of 52.91% [1] - The company's revenue decreased by 43.35% to 765 million yuan [1] - Jiuan Medical specializes in the research, production, and sales of home medical devices [2] Group 4 - Hanbang Technology's net profit fell by 26.24% to 27.80 million yuan [2] - The company achieved a revenue of 349 million yuan, a growth of 5.99% year-on-year [2] - Hanbang Technology provides professional separation and purification equipment, consumables, and technical solutions for the pharmaceutical and life sciences sectors [2] Group 5 - Jinjing Environment reported a net profit of 78.69 million yuan, a year-on-year increase of 13.73% [2] - The company's revenue was 782 million yuan, reflecting a growth of 1.70% [2] - Jinjing Environment focuses on investment operation management services and equipment manufacturing in the environmental sanitation sector [2] Group 6 - Tianbao Infrastructure achieved a net profit of 118 million yuan, a remarkable year-on-year increase of 2106.58% [3] - The company's revenue decreased by 8.31% to 486 million yuan [3] - Tianbao Infrastructure is involved in real estate development, property leasing, and management [4] Group 7 - Weihuaxin Materials reported a net profit of 83.15 million yuan, a year-on-year decrease of 52.91% [5] - The company's revenue was 437 million yuan, down 30.71% year-on-year [5] - Weihuaxin Materials specializes in the research and production of chlorotoluene and trifluoromethylbenzene products [5] Group 8 - Tianchen Medical posted a net profit of 48.21 million yuan, a year-on-year increase of 67.10% [6] - The company's revenue was 156 million yuan, reflecting a growth of 17.66% [6] - Tianchen Medical focuses on the research, innovation, and production of high-end surgical staplers [6] Group 9 - Greenland Holdings reported a net loss of 3.506 billion yuan in the first half of 2025 [8] - The company's revenue was 9.45 billion yuan, down 18.06% year-on-year [8] - Greenland Holdings is involved in various financial services including securities, futures, and trust [8] Group 10 - Wukuang Capital's net profit decreased by 41.47% to 525 million yuan [9] - The company achieved a total revenue of 623 million yuan, a significant increase of 144.86% [9] - Wukuang Capital operates in the financial sector, providing services such as securities and leasing [9] Group 11 - Yutong Technology reported a net profit of 554 million yuan, a year-on-year increase of 11.42% [10] - The company's revenue was 7.876 billion yuan, reflecting a growth of 7.10% [10] - Yutong Technology specializes in the research, design, production, and sales of paper packaging products [10] Group 12 - Wewei Co. posted a net profit of 120 million yuan, a year-on-year decrease of 20.14% [11] - The company's revenue was 1.521 billion yuan, down 12.76% year-on-year [11] - Wewei Co. focuses on the production and sales of various food and beverage products [11] Group 13 - Tongfang Co. reported a net loss of 256 million yuan in the first half of 2025 [12] - The company's revenue was 5.667 billion yuan, down 10.09% year-on-year [12] - Tongfang Co. is engaged in the development of smart technology and nuclear technology applications [12] Group 14 - Liugang Co. achieved a net profit of 368 million yuan, a year-on-year increase of 579.54% [13] - The company's revenue was 34.675 billion yuan, down 8.32% [13] - Liugang Co. specializes in coke, sintering, iron, steel smelting, and steel processing [13] Group 15 - China National Petroleum Corporation reported a net profit of 83.993 billion yuan, with a proposed dividend of 0.22 yuan per share [14] - The company's revenue was 1.45 trillion yuan, down 6.7% year-on-year [14] - The company is involved in oil and gas exploration, production, refining, and sales [14] Group 16 - Fangda Carbon's net profit decreased by 68.31% to 54.53 million yuan [15] - The company's revenue was 1.690 billion yuan, down 28.13% year-on-year [15] - Fangda Carbon specializes in the research, production, and sales of graphite and carbon materials [15] Group 17 - Xinmai Medical reported a net profit of 31.5 million yuan, a year-on-year decrease of 22.03% [18] - The company's revenue was 714 million yuan, down 9.24% year-on-year [18] - Xinmai Medical focuses on the research, production, and sales of vascular intervention medical devices [18] Group 18 - Hengbao Co. posted a net profit of 35.35 million yuan, a year-on-year decrease of 44.41% [19] - The company's revenue was 430 million yuan, down 8.64% year-on-year [19] - Hengbao Co. specializes in high-end intelligent products and digital security solutions [19] Group 19 - Zhongji Xuchuang reported a net profit of 3.995 billion yuan, a year-on-year increase of 69.40% [20] - The company's revenue was 14.789 billion yuan, reflecting a growth of 36.95% [20] - Zhongji Xuchuang specializes in high-end optical communication modules and devices [20] Group 20 - Guangxian Media achieved a net profit of 2.229 billion yuan, a year-on-year increase of 371.55% [21] - The company's revenue was 3.242 billion yuan, up 143.00% year-on-year [21] - Guangxian Media focuses on investment, production, and distribution of film projects [21] Group 21 - Huarun Pharmaceutical reported a net profit of 37.33 million yuan, a year-on-year decrease of 49.01% [23] - The company's revenue was 624 million yuan, down 19.13% year-on-year [23] - Huarun Pharmaceutical specializes in pharmaceuticals, medical devices, and health products [23] Group 22 - Huawai Technology posted a net profit of 12.7 million yuan, a year-on-year increase of 56.18% [24] - The company's revenue was 937 million yuan, reflecting a growth of 32.62% [24] - Huawai Technology focuses on the research, production, and sales of high-end elastic components [24]

Core Viewpoint - Huawei Technology (001380) reported strong financial performance for the first half of 2025, with significant growth in both revenue and net profit, indicating a robust operational efficiency and market position [1] Financial Performance - The company achieved operating revenue of 937 million yuan, representing a year-on-year increase of 32.62% [1] - The net profit attributable to shareholders reached 127 million yuan, reflecting a year-on-year growth of 56.18% [1] - Basic earnings per share were reported at 0.4683 yuan [1] Operational Efficiency - The production rhythm of suspension system components has been continuously optimized during the reporting period [1] - Management efficiency has shown consistent improvement, contributing to the overall growth in operational performance [1] Market Position - The company's strong market position is supported by its independent research and development capabilities [1] - A solid customer base has played a crucial role in sustaining stable growth in business performance [1]

证券代码：001380 证券简称：华纬科技 公告编号：2025-071 华纬科技股份有限公司 建议。 一、说明会召开的时间、地点和方式 会议召开时间：2025 年 09 月 01 日（星期一）15:00-16:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 二、参加人员 关于举行2025年半年度网上业绩说明会的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 重要内容提示： 会 议 问 题 征 集 ： 投 资 者 可 于 2025 年 09 月 01 日 前 访 问 网 址 https://eseb.cn/1qWjZiJITde 或使用微信扫描下方小程序码进行会前提问，公司将通 过本次业绩说明会，在信息披露允许范围内就投资者普遍关注的问题进行回答。 华纬科技股份有限公司（以下简称"公司"）已于 2025 年 8 月 27 日在巨潮 资讯网上披露了《华纬科技股份有限公司 2025 年半年度报告》及《华纬科技股 份有限公司 2025 年半年度报告摘要》。为便于广大投资者更加全面深入地了解 公司经营业绩、发展战略等情 ...