（文章来源：证券日报） 证券日报网讯华纬科技10月15日在互动平台回答投资者提问时表示，公司子公司有产品应用在航空领 域，目前业务量较小。 ...

中证报中证网讯（记者 罗京）"四季度历来是公司生产旺季，目前公司在手订单充足，工厂已处于满产 满销状态。"华纬科技董事长金雷近日接受记者采访时表示。数据显示，2024年，华纬科技在国内汽车 悬架弹簧市场的占有率达到27%。 "在全球制造业的版图中，弹簧行业虽然看似细分，却扮演着至关重要的角色。从汽车悬架到工业机 械，从家电到航空航天，弹簧产品的性能直接影响着终端设备的可靠性。"金雷表示，公司将围绕汽车 整车及汽车零部件弹性元件行业的轻量化、智能化等关键要素，加大研发投入，同时探索弹性元件领域 的前沿科技，拓展其他赛道。 技术筑基 创新驱动 华纬科技的发展史，是一部以技术为驱动、以品质为生命的成长史。金雷回忆道："公司从成立之初就 明确了'技术立企'的战略方向。弹簧虽小，却是汽车安全与性能的关键部件，尤其在悬架系统、制动系 统中，弹簧的强度、疲劳寿命、轻量化水平直接影响整车的安全性与舒适性。" 2022年，华纬科技敏锐地抓住了欧洲市场因能源危机导致的供应链成本上升机遇，以"替代降本"为切入 点，向客户提出轻量化、高强度的弹簧方案。"我们通过材料升级，有效降低单个弹簧的重量水平，在 不降低性能的前提下帮助客户降低 ...

华纬科技（001380.SZ）10月15日在投资者互动平台表示，公司子公司有产品应用在航空领域，目前业 务量较小。 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司有产品应用到国产大飞机领域吗？未来会 有大批量订单吗？ （文章来源：每日经济新闻） ...

Core Viewpoint - 华纬科技's shareholder count has decreased for the second consecutive period, indicating a potential shift in investor sentiment [2] Group 1: Shareholder Information - As of September 30, 华纬科技 has 18,446 shareholders, a decrease of 1,386 from the previous period (September 20), representing a decline of 6.99% [2] - This marks the second consecutive decline in the number of shareholders for the company [2] Group 2: Stock Performance - The closing price of 华纬科技 is 27.77 yuan, down 1.94%, while the stock has increased by 2.97% since the concentration of shares began [2] - The stock experienced 5 days of increases and 4 days of decreases during the reporting period [2] Group 3: Financial Performance - For the first half of the year, 华纬科技 reported revenue of 937 million yuan, a year-on-year increase of 32.62% [2] - The net profit for the same period was 127 million yuan, reflecting a year-on-year growth of 56.18% [2] - The basic earnings per share are 0.4683 yuan, with a weighted average return on equity of 7.27% [2]

Core Viewpoint - The recent offline research activity held by Huawai Technology attracted significant attention from the capital market, highlighting the company's core competitiveness and sustainable development potential in the spring manufacturing sector [1] Group 1: Material R&D and Profitability - Huawai Technology maintains a high gross margin due to its strong capability in material R&D, utilizing advanced production processes for spring steel wire [2] - The company has achieved continuous breakthroughs in material performance through alloy design, cold drawing processing, and rapid induction heat treatment, forming an integrated competitive advantage [2] - As of June 30, 2025, the company holds 23 national invention patents and 186 utility model patents, showcasing its technical strength recognized by industry authorities [2] Group 2: Financial Performance - For the first half of 2025, Huawai Technology reported revenue of 937 million yuan, a year-on-year increase of 32.62%, and a net profit of 127 million yuan, up 56.18% [3] - The net cash flow from operating activities turned positive at 174 million yuan, reflecting a significant improvement in profitability and capital turnover efficiency [3] - The suspension system components accounted for 85.80% of revenue, growing by 36.46%, while valve and special-shaped components saw a revenue increase of 41.45% [3] Group 3: Strategic Focus and Market Expansion - The company plans to continue focusing on its core business of elastic components while upgrading products towards lightweight and intelligent designs [4] - Huawai Technology has established joint ventures in Mexico and Morocco with total investments of 140.4 million yuan and 153 million yuan, respectively, to enhance market proximity and reduce trade risks [4] - The acquisition of controlling interest in Wuxi Zegen Spring Co., Ltd. aims to expand the scale of valve and special-shaped components and enter high-growth sectors like humanoid robots and aerospace [4] Group 4: Humanoid Robot Business Development - The humanoid robot business has achieved small batch orders and is in the process of sending samples to clients, with plans to potentially establish an independent division in the future [5] Group 5: Cost Management and Capacity Expansion - To address industry cost pressures, Huawai Technology is focusing on cost control and capacity enhancement, with plans to expand material production capacity in Nanjing [6] - The introduction of automation and optimization of production processes are expected to improve efficiency and reduce unit production costs [6] Group 6: Investment Value Proposition - Huawai Technology's deep expertise in spring materials, quality customer base, and ongoing globalization strategy position it well for sustained growth and value creation for investors [8] - The recent institutional research reflects market recognition of the company's development prospects and lays a solid foundation for future strategic execution and communication with the capital market [8]

关于业绩增长，公司表示近几年得益于自主品牌汽车快速崛起，一直保持高增长。今年及往后几年，增 速会有所放缓，主要随产能释放节奏及终端市场情况变化。往年高增长基于业绩基数低、产能扩建迅 速，2024年下半年产能释放较多且全年业绩基数高，因此增速相较往年放缓。 9月24日下午2点半至3点半，华纬科技在公司会议室以线下形式开展特定对象调研活动，若川投资、华 源汽车、沣盈投资、银河证券、广发证券等9家机构参与。华纬科技接待人员与各机构就公司业务发展 等多方面展开交流。 从投资者活动关系类别来看，此次属于特定对象调研。参与单位名称包括若川投资、华源汽车等9家机 构，参与人员有若川投资王纪钊、陈晟，华源汽车陈佳敏等。 在交流环节，机构提出多个关键问题。关于公司毛利水平较好的原因，华纬科技表示，核心在于材料的 自主研发。通过多年技术积累及弹簧钢热处理工艺，提升材料性能，实现汽车弹簧高应力、抗疲劳和轻 量化，满足下游客户对高性能产品的需求，形成独特竞争优势。 谈及未来发展战略方向，公司称仍会聚焦主业，强化主营业务核心地位，对现有产品的材料、技术、工 艺等进行改造升级，实现进一步轻量化、智能化。同时，未来几年会重点拓展海外市场及 ...

Group 1: Company Performance and Strategy - The company's core technology is self-developed materials, enhancing the performance of automotive springs through years of technical accumulation and heat treatment processes, resulting in a unique competitive advantage [2] - The company will continue to focus on its main business, upgrading existing products in terms of materials, technology, and processes to achieve further lightweighting and intelligence [2] - The company plans to expand into overseas markets and optimize product structure, particularly in valve and special-shaped spring businesses [2] Group 2: Robotics Business Development - The humanoid robot business is currently led by the sales director, with no plans to establish a dedicated team at this time; however, future integration of valve and special-shaped spring products into a separate division is being considered [3] - The company is continuously sending samples and has received small batch orders in the humanoid robot sector, but the current volume does not significantly impact overall performance [2] Group 3: Growth Projections and Market Conditions - The company has maintained a high growth rate due to the rapid rise of self-branded vehicles, but growth is expected to slow down in the coming years, influenced by production capacity release and market conditions [3] - The company anticipates a slowdown in growth rates due to a higher performance base in 2024 and significant capacity release in the latter half of 2024 [3] - The automotive parts industry faces annual downward pressure, which is a common market behavior; the company aims to control costs and expand material production capacity to optimize manufacturing costs [3]

Group 1 - The core viewpoint of the news is that Huawai Technology has seen a significant increase in its stock price, rising 5.2% on September 24, reaching 29.56 CNY per share, with a total market capitalization of 8.006 billion CNY [1] - Huawai Technology has experienced a cumulative increase of 4.5% over the past three days, indicating positive market sentiment [1] - The company specializes in the research, production, and sales of springs, with its main business revenue composition being 85.80% from suspension system components, 6.50% from brake system components, 6.13% from valve and special-shaped components, and 1.58% from other sources [1] Group 2 - From the perspective of the top ten circulating shareholders, a fund under China Merchants Fund has entered the top ten shareholders of Huawai Technology, holding 1.2% of the circulating shares [2] - The fund, China Merchants Quantitative Selected Stock A, has achieved a year-to-date return of 38.03% and a one-year return of 75.66%, ranking 1181 out of 4220 and 1083 out of 3814 respectively [2] - The fund manager, Wang Ping, has a tenure of nearly 16 years, with the best fund return during his tenure being 272.55% [2]

Summary of Key Points Core Viewpoint - 华纬科技 has shown a significant reduction in shareholder accounts and an increase in stock price, indicating a concentration of shares and positive market sentiment [2]. Shareholder and Stock Performance - As of September 20, the number of shareholders for 华纬科技 was 19,832, a decrease of 1,225 from the previous period, representing a decline of 5.82% [2]. - The closing price of 华纬科技 on the reporting date was 27.48 yuan, reflecting an increase of 1.89%, with a cumulative increase of 5.69% since the concentration of shares began [2]. - The stock experienced 6 days of price increases and 2 days of declines during this period [2]. Financing and Margin Data - The latest margin trading data as of September 19 shows a total margin balance of 155 million yuan, with the financing balance also at 155 million yuan [2]. - Since the concentration of shares began, the financing balance has decreased by 8.734 million yuan, a decline of 5.34% [2]. Financial Performance - In the first half of the year, 华纬科技 reported total revenue of 937 million yuan, representing a year-on-year growth of 32.62% [2]. - The net profit for the same period was 127 million yuan, showing a year-on-year increase of 56.18% [2]. - The basic earnings per share were reported at 0.4683 yuan, with a weighted average return on equity of 7.27% [2].

Core Viewpoint - The company, Huawei Technology, reported a good operational status with sufficient orders and ongoing capacity expansion projects that are gradually releasing production capacity [1] Group 1 - The company confirmed that its business operations are performing well [1] - There is a strong order backlog, indicating robust demand for the company's products [1] - Ongoing expansion projects are in the process of being put into production, which will enhance the company's capacity [1]