人民财讯8月27日电，企查查APP显示，近日，上海华翔启源智能设备制造有限公司成立，注册资本 1000万元，经营范围包含：智能机器人的研发；人工智能公共数据平台；人工智能基础资源与技术平 台；人工智能公共服务平台技术咨询服务等。企查查股权穿透显示，该公司由宁波华翔（002048）间接 全资持股。 ...

Group 1 - The core viewpoint of the news highlights the significant stock performance of Ningbo Huaxiang, with a year-to-date increase of 103.92% and a recent rise of 7.41% on August 27, reaching a price of 24.78 CNY per share [1] - The company has seen substantial trading activity, with a total transaction volume of 2.59 billion CNY and a market capitalization of 201.67 billion CNY [1] - Ningbo Huaxiang's main business involves the development, production, and sales of automotive parts, with revenue composition including interior parts (53.89%), exterior parts (18.06%), metal parts (17.68%), electronic parts (8.28%), and others (2.09%) [1] Group 2 - As of June 30, 2025, Ningbo Huaxiang reported a revenue of 12.879 billion CNY, reflecting a year-on-year growth of 11.03%, while the net profit attributable to shareholders was -374 million CNY, a decrease of 170.16% [2] - The company has distributed a total of 4.38 billion CNY in dividends since its A-share listing, with 1.099 billion CNY distributed in the last three years [3] - The number of shareholders increased by 29.27% to 48,200 as of June 30, 2025, while the average circulating shares per person decreased by 22.64% to 14,725 shares [2]

Core Insights - Ningbo Huaxiang reported a revenue of 12.879 billion yuan for the first half of 2025, marking a year-on-year increase of 10.89%, and a net profit of 600 million yuan, up 26.44%, indicating strong operational resilience [1] Group 1: Business Restructuring - The company successfully divested its European operations by selling 100% of six subsidiaries to Mutares Group, eliminating a long-standing burden and freeing up resources for domestic growth and emerging industries [2] - The focus has shifted to North America, where efforts to enhance operational capabilities and reduce costs have led to significant reductions in losses, contributing positively to overall overseas business growth [2] Group 2: Domestic Market Expansion - Domestic revenue reached 10.438 billion yuan, a 17.02% increase year-on-year, with its share of total revenue rising to 81.04%, reflecting the strengthening role of the domestic market [3] - The company is transitioning from joint ventures to focus on domestic brands, with expectations that the share of revenue from domestic brands will exceed 40% by 2025 [3] - The gross margin for domestic automotive parts remains high at 16.89%, significantly outperforming the overseas margin of 7.76%, due to strategic production base locations [3][4] Group 3: Robotics Development - The company is advancing in the humanoid robotics sector, establishing a wholly-owned subsidiary, Ningbo Huaxiang Qiyuan Technology, to drive both application and hardware solutions [5] - The dual-track approach in robotics has begun to yield results, with a full-scale biped robot assembly factory in Shanghai achieving mass production and a joint venture for a smart industry base now operational [5] Group 4: Future Outlook - The clear transformation path from European asset divestiture to domestic brand expansion and robotics development positions the company for potential revaluation and growth opportunities in the medium to long term [6]

Core Viewpoint - Ningbo Huaxiang's half-year report for 2025 shows significant growth in revenue and profit, driven by strategic adjustments in overseas operations, accelerated domestic brand business, and rapid development in the humanoid robot sector [1][2][3][6] Group 1: Financial Performance - The company achieved a revenue of 12.879 billion yuan, a year-on-year increase of 10.89% [1] - The net profit attributable to the parent company, after deducting non-recurring items, reached 600 million yuan, reflecting a year-on-year growth of 26.44% [1] Group 2: Overseas Business Strategy - The divestment of six European subsidiaries was completed on May 30, 2025, marking the end of a long-standing burden and allowing the company to focus on high-growth domestic markets [2] - The North American business has shown significant improvement in reducing losses, contributing positively to the overall growth of the company's overseas operations [2] Group 3: Domestic Brand Development - Domestic revenue reached 10.438 billion yuan, a year-on-year increase of 17.02%, with its share of total revenue rising to 81.04% [3] - The company is shifting focus from joint ventures to domestic brands, with expectations that the share of domestic brand revenue will exceed 40% by 2025 [3] Group 4: Subsidiary Performance - Huaxiang Automotive Interior reported a revenue increase of 129.78% year-on-year, significantly contributing to domestic business growth [4] Group 5: Humanoid Robot Sector - The company is transitioning its humanoid robot strategy from planning to execution, establishing a wholly-owned subsidiary to drive this new growth area [5] - The dual-track approach of "application solutions + hardware solutions" is beginning to yield results, with a full-scale bipedal robot assembly factory already in operation [5] Group 6: Future Outlook - The company's strategic moves, including the divestment of European assets and the focus on domestic brands and humanoid robots, indicate a clear transformation path [6] - Continued release of domestic brand orders and the scaling of the robot business are expected to enhance the company's long-term valuation and growth potential [6]

每经AI快讯，宁波华翔（SZ 002048，收盘价：23.07元）8月27日发布公告称，公司第八届第二十二次 董事会会议于2025年8月25日在上海浦东以现场结合通讯的方式召开。会议审议了《公司2025年半年度 报告》等文件。 2025年1至6月份，宁波华翔的营业收入构成为：汽车零部件及模具占比100.0%。 每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 （记者 胡玲） ...

宁波华翔(002048.SZ)发布2025年半年度报告，报告期内，公司实现营业收入128.79亿元，同比增长 10.89%。归属于上市公司股东净亏损3.74亿元。实现归属于上市公司股东的扣除非经常性损益的净利润 6亿元，同比增长26.44%。基本每股亏损0.46元。 ...

宁波华翔电子股份有限公司 2025 年半年度财务报告 2025 年半年度财务报告 Financial Report 2025 年 06 月 30 日 2025 年 8 月 27 日 1 宁波华翔电子股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：宁波华翔电子股份有限公司 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 2,402,354,399.58 | 2,830,981,025.35 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | 5,714,326.04 | | 衍生金融资产 | | | | 应收票据 | | | | 应收账款 | 7,189,836,935.07 | 7,633,782,950.02 | | 应收款项融资 | 1,629,945,623.98 | 1,700,281,559.09 | | 预付款项 | 179,240, ...

2025 年 1—6 月 | 编制单位：宁波华翔电子股份有限公司 | | | | | | | | | | | 单位：万元 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金 占用 | | 资金占用方名称 | 占用方与上市公司的关 联关系 | 上市公司核算的 会计科目 | 2025 年期 初 占用资金余 额 | 2025 年半 年度占用 累计发生 金额 （不含利 息） | 2025年半 年度占用 资金的利 息 （如有） | 2025 年半 年度偿还 累计发生 金额 | 2025 年半年 度期末占用资 金余额 | | 占用形成原因 | 占用性质 | | 控股股东、实际 | | | | | | | | | | | | | | 控制人及其附 | - | | - | - | - | - | -- | | - | - | | - | | 属企业 | | | | | | | | | | | | | | 小 计 | - | | - | - | - | - | -- | | - | - | | ...

董事会公告 证券代码：002048 证券简称：宁波华翔 公告编号：2025-061 2、会议召集人：公司董事会 3、本次股东大会由公司董事会提议召开，会议的召集程序符合《中华人民共和 国公司法》《深圳证券交易所股票上市规则》等法律、法规、规范性文件及《公司章 程》的规定。 4、会议时间： 现场会议时间为：2025年9月12日（星期五）下午13：30； 宁波华翔电子股份有限公司 关于召开 2025 年第三次临时股东大会的通知 本公司全体董事、监事、高级管理人员保证公告内容真实、准确和完整，并对公 告中的虚假记载、误导性陈述或者重大遗漏承担责任。 宁波华翔电子股份有限公司（以下简称"公司"）第八届董事会第二十二次会议 审议通过了《关于召开2025年第三次临时股东大会的议案》（以下简称"本次股东大 会"），现就召开本次股东大会的相关事项通知如下： 一、召开会议的基本情况 1、股东大会届次：2025年第三次临时股东大会 网络投票时间为：通过深圳证券交易所交易系统进行网络投票的具体时间为： 2025年9月12日上午9：15—9：25、9：30—11：30，下午13：00—15：00；通过深圳 证券交易所互联网投票系统投 ...

监事会决议公告 证券代码:002048 证券简称:宁波华翔 公告编号:2025-059 宁波华翔电子股份有限公司 第八届监事会第十五次会议决议公告 本公司全体董事、监事、高级管理人员保证公告内容真实、准确和完整，并对 公告中的虚假记载、误导性陈述或者重大遗漏承担责任。 一、监事会会议召开情况 宁波华翔电子股份有限公司（以下简称"公司"）第八届监事会第十五次会议 通知于 2025 年 8 月 14 日以邮件或传真的方式发出，会议于 2025 年 8 月 25 日上午 10 点在上海浦东以现场结合通讯的方式召开。会议由监事会召集人於树立先生主持， 会议应出席监事 3 名，亲自出席监事 3 名，符合《中华人民共和国公司法》（以下 简称"《公司法》"）和《公司章程》的有关规定。 二、监事会会议审议情况 经与会监事认真讨论，审议通过如下决议： 1、审议通过《公司 2025 年半年度报告及其摘要》 与会监事认真、仔细地阅读了公司董事会编制的 2025 年半年度报告，监事会认 为：宁波华翔电子股份有限公司 2025 年半年度报告的编制程序符合法律、行政法规 和中国证监会的规定，报告内容真实、准确、完整地反映了上市公司的实际 ...