南财智讯1月29日电，宁波华翔发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 41608.73万元—53846.60万元，同比预减43.50%—56.34%；预计2025年全年归属于上市公司股东的扣除 非经常性损益的净利润为132221.70万元—158766.87万元，同比预增43.72%—72.57%。报告期内，受欧 洲及北美部分资产剥离影响，营业收入未达到2025年规划目标，同时净利润相应一次性影响约10.3亿 元，属于非经常性损益事项。 ...

董事会公告 证券代码:002048 证券简称:宁波华翔 公告编号:2026-003 宁波华翔电子股份有限公司 2025年年度业绩预告 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。 三、业绩变动原因说明 报告期内，受欧洲及北美部分资产剥离影响，营业收入未达到 2025 年规划目标， 同时净利润相应一次性影响约 10.3 亿元，属于非经常性损益事项。 四、风险提示 1 董事会公告 一、本期业绩预计情况 1．业绩预告期间： 2025 年 1 月 1 日至 2025 年 12 月 31 日 2．业绩预告情况：预计净利润为正值且属于同向下降情形 | 项目 | 2025 年 1 月 1 日-2025 年 12 月 31 日 | 上年同期 | | --- | --- | --- | | 营业收入 | 金额：2,413,105.64 万元～2,885,235.00 | 万元 金额：2,632,448.08 万元 | | | 比上年同期变动：-8.33%～9.60% | | | 归属于上市公 司股东的净利 | 盈利：41,608.73 万元～53,84 ...

董事会公告 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、董事会会议召开情况 宁波华翔电子股份有限公司(以下简称"公司")第八届董事会第二十八次会议 通知于2026年1月16日以邮件或传真等书面方式发出，会议于2026年1月28日下午1点 在浙江省宁波市以现场的方式召开。会议应出席董事5名，亲自出席董事5名。董事长 周晓峰先生主持会议，公司高管列席了本次会议。本次会议的召开符合《中华人民共 和国公司法》和《公司章程》的有关规定。 二、董事会会议审议情况 会议以举手表决的方式,审议通过了如下议案： 审议通过《关于同意聘任李娜女士为公司副总经理的议案》 股票代码：002048 股票简称：宁波华翔 公告编号：2026-002 宁波华翔电子股份有限公司 第八届董事会第二十八次会议决议公告 经总经理提名、董事会提名委员会审核，同意聘任李娜女士为公司副总经理，任 期与公司八届董事会一致。（李娜女士简历附后） 表决结果：5 票同意，0 票反对，0 票弃权。 三、备查文件 1、第八届董事会第二十八次会议决议 特此公告。 宁波华翔电子股份有限公司 ...

国家知识产权局信息显示，宁波华翔汽车饰件有限公司申请一项名为"一种二次伸缩汽车电动踏板"的专 利，公开号CN121404134A，申请日期为2025年12月。 财经频道更多独家策划、专家专栏，免费查阅>> 专利摘要显示，本发明涉及汽车踏板技术领域，且公开了一种二次伸缩汽车电动踏板，包括两个主体， 第一个主体的背面固定连接有电机一。本发明需要将此装置进行收回时，电机一控制将电机二回收至车 体底部后启动电机二，电机二工作时会带动踏板进行翻转复位，此时踏板会在转动到一定角度后贴合车 身的侧裙处，能够再次简化占用车辆底部空间的同时达到回收匹配更好的效率，不用隐藏在车辆底部的 同时提高车辆的美观性和通过性。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 天眼查资料显示，宁波华翔汽车饰件有限公司，成立于2003年，位于宁波市，是一家以从事汽车制造业 为主的企业。企业注册资本11500万人民币。通过天眼查大数据分析，宁波华翔汽车饰件有限公司共对 外投资了1家企业，参与招投标项目6次，专利信息78条，此外企业还拥有行政许可11个。 ...

证券日报网讯1月27日，宁波华翔（002048）在互动平台回答投资者提问时表示，公司积极开拓新兴业 务，除了已公告的合作伙伴外，与多家潜在公司正处于洽谈中，因保密要求不方便披露。 ...

（原标题：宁波华翔、龙旗科技入股智鼎机器人，后者股东含智元机器人、蓝思科技等） 企查查APP显示，近日，浙江智鼎机器人有限公司发生工商变更，注册资本增加至约1094.19万元，新增龙旗科技（603341）、宁波华翔 （002048）旗下宁波华翔启源科技有限公司为股东，同时，公司主要人员亦发生变更。 企查查显示，浙江智鼎机器人有限公司成立于2025年4月，法定代表人邓泰华，是一家智能机器人产销商，现由智元创新（上海）科技股份有限公 司、蓝思科技（300433）等及上述新增股东共同持股。 | 人工智能AIETF | 游戏ET | | --- | --- | | (产品代码:515070) | (产品代码:1598 | | ★ 跟踪:中证人工智能主题指数 | ★ 跟踪：中证动漫游戏指数 | | 近五日涨跌: -0.09% | 近五日涨跌: 0.74% | | 市盈率:65.43倍 | 市盈率： 41.93倍 | | 资金流向: 最新份额为51.7亿份，增加 | 资金流向: 最新份额为89 | | 了6000.0万份,净申赎1.2 | 了1.3亿份,净 | | 亿元。 | 元。 | | 估值分位: 80.61% | ...

Core Viewpoint - The article discusses an upcoming investment research seminar focused on the automotive and AI sectors, organized by Guotai Junan Securities, highlighting the importance of these industries in current market trends [1][2]. Group 1: Event Details - The seminar will take place on January 20, 2026, at Guotai Junan's Lujiazui flagship store in Shanghai, featuring a full-day schedule [3]. - The event includes a series of expert talks, starting with a welcome address by the Vice President of the Research and Institutional Business Committee, Lu Ying [5]. - Notable speakers include a professor from Tongji University, experts in intelligent driving detection, and representatives from various automotive companies [5]. Group 2: Participating Companies - The seminar will feature a range of companies, including Altec, Beite Technology, Hengbo Co., Huayi Technology, and Junsheng Electronics, among others [5]. - Additional companies listed for participation include Lotus, Leap Motor, and Ningbo Huaxiang, indicating a diverse representation from the automotive sector [5].

Investment Rating - The report maintains an "Overweight" rating for the automotive industry [20]. Core Views - The demand for AIDC power generation equipment is expected to grow rapidly, with recommendations for Weichai Power, which is diversifying into diesel and gas generator sets and SOFC [20][19]. - Liquid cooling is identified as a promising area for automotive components, with a recommendation for Silver Wheel Holdings [20]. - The export of passenger vehicles to Europe is anticipated to grow significantly under carbon reduction policies, with recommendations for XPeng Motors and SAIC Group [20]. - The intelligent driving industry chain is expected to benefit from advancements in L3 testing, with recommendations for Nexperia and China Automotive Research [20]. - The humanoid robot sector is highlighted for its long-term potential, recommending Delta Electronics and Ningbo Huaxiang [20]. Summary by Sections 1. Industry Weekly Market Review - The automotive index remained flat over the week from January 9 to January 16, 2026, with the new energy vehicle index down by 1%, automotive parts index up by 2%, and commercial vehicle index down by 1% [2][8]. - Over the past month, the automotive index increased by 8%, the new energy vehicle index by 1%, and the automotive parts index by 13% [9]. 2. Engine Giants Continue to Layout AIDC Power Generation Equipment - AIDC investment is experiencing high growth, leading to rapid expansion in the power generation and backup power market [17]. - Weichai Power is seeing strong demand for its data center power products and is accelerating SOFC capacity expansion [17][18]. - Yuchai International plans to acquire a stake in a high-pressure common rail supplier, enhancing its supply chain capabilities [18]. 3. Investment Strategy and Recommendations - The report recommends an "Overweight" rating for the industry, with specific stock recommendations including: 1. Weichai Power for its diversified AIDC power generation equipment [20]. 2. Silver Wheel Holdings for its potential in liquid cooling automotive components [20]. 3. XPeng Motors and SAIC Group for their growth potential in the European market [20]. 4. Nexperia and China Automotive Research for advancements in intelligent driving [20]. 5. Delta Electronics and Ningbo Huaxiang for their long-term positioning in the humanoid robot sector [20].

| 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | | 1 | 申万宏源证券有限公司上海浦东新区成山路证券营业部 | 1次 0.00% | 2 | 1879.24 | 0.81% | | 2 | Bastmoney.com 深股通专用 | 818次 51.34% | | 27480.10 | 11.85% | | 3 | 申万宏源证券有限公司上海静安区海宁路证券营业部 | 尔 | | 5.01 | 0.00% | | 4 | 机构专用 | 1856次 43.80% | | 3675.12 | 1.59% | | 5 | 中信证券股份有限公司平湖丰收路证券营业部 | -次 - | | 425.05 | 0.18% | | | (买入前5名与卖出前5名)总合计: | | | 61932.05 | 26.71% | | 买入金额最大的前5名 | | | | | | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | | 深股通 ...

Group 1 - Ningbo Huaxiang's stock reached the daily limit with a turnover rate of 10.32% and a transaction amount of 2.318 billion yuan, showing a fluctuation of 10.04% [2] - Institutional net buying amounted to 3.3762 million yuan, while the Shenzhen Stock Connect recorded a net buying of 18.4 million yuan, with total net selling by brokerage seats at 18.9 million yuan [2] - The stock was listed on the Shenzhen Stock Exchange due to a daily price deviation of 10.13%, with the top five trading departments contributing a total transaction of 1.241 billion yuan, including 619 million yuan in buying and 622 million yuan in selling, resulting in a net selling of 2.1882 million yuan [2] Group 2 - The latest margin trading data shows a total margin balance of 1.18 billion yuan, with a financing balance of 1.176 billion yuan and a securities lending balance of 3.5752 million yuan [3] - Over the past five days, the financing balance decreased by 62.5132 million yuan, representing a decline of 5.05%, while the securities lending balance decreased by 436,600 yuan, a decline of 10.88% [3] - On January 16, the top buying and selling departments included the Shenzhen Stock Connect with a buying amount of 27,480.10 million yuan and selling amount of 9,109.83 million yuan [3][4]