证券代码：002236 证券简称：大华股份 公告编号：2026-003 浙江大华技术股份有限公司 关于公司总裁变更的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、公司总裁辞职的情况 浙江大华技术股份有限公司（以下简称"公司"）董事会于近日收到公司董 事长兼总裁傅利泉先生辞去公司总裁职务的申请。为进一步完善公司法人治理结 构，同时结合公司发展情况，傅利泉先生申请辞去兼任的总裁职务，其申请自送 达董事会之日起生效。 傅利泉先生辞去总裁职务后，仍担任公司董事长、董事会战略委员会召集人、 薪酬与考核委员会委员、提名委员会委员。傅利泉先生总裁职务的原定任期至第 八届董事会届满时止，其辞职不会对公司日常经营产生不利影响。未来，傅利泉 先生将集中精力统筹公司长期战略规划与发展方向，实现公司持续高质量发展。 截至本公告披露之日，傅利泉先生持有公司股份 1,023,868,980 股，为公司 控股股东、实际控制人。傅利泉先生离职后继续担任董事长等职务，并将继续按 照《深圳证券交易所股票上市规则》《上市公司股东减持股份管理暂行办法》《深 圳证券交易所上市公司自律监管指 ...

证券代码：002236 证券简称：大华股份 公告编号：2026-002 特此公告。 浙江大华技术股份有限公司董事会 2026 年 1 月 6 日 浙江大华技术股份有限公司（以下简称"公司"）第八届董事会第二十次会 议通知于 2025 年 12 月 29 日发出，并于 2026 年 1 月 5 日以现场结合通讯表决的 方式在公司会议室召开。本次会议由公司董事长傅利泉先生主持，会议应出席董 事 9 名，实际出席董事 9 名。公司部分高级管理人员列席了此次会议。本次会议 的召开、召集与表决程序均符合《公司法》等相关法律法规和《公司章程》的规 定。本次会议审议并通过如下决议： 一、会议以 9 票同意，0 票反对，0 票弃权，审议通过《关于聘任公司总裁 的议案》 经董事长傅利泉先生提名、公司董事会提名委员会任职资格审查通过，公司 董事会同意聘任赵宇宁先生为公司总裁，其不再担任公司执行总裁职务，全面负 责公司日常经营管理事务，任期自本次董事会审议通过之日起至第八届董事会届 满之日止。具体详见同日在信息披露网站巨潮资讯网（http://www.cninfo.com.cn） 刊登的公告。 浙江大华技术股份有限公司 第八届董事 ...

1月5日，A股市场喜提开门红，沪指涨超1%，重回4000点以上。硬科技板块反弹，截至14:38，机器人ETF基金(159213)上涨1.63%，轻松反包上一交易日跌 幅，成交额超3500万元。资金持续涌入催化丰富、成长潜力巨大的机器人板块，机器人ETF基金(159213)盘中强势吸金超2400万元，加上今日已连续5日大举 揽金超1.2亿元。 机器人ETF基金(159213)标的指数成分股多数冲高，科大讯飞涨超6%，汇川技术涨超4%，大族激光涨超3%，石头科技、机器人等涨超2%，大华股份、中控 技术等冲高。 【机器人ETF基金(159213)标的指数前十大成分股】 东吴证券表示，人形机器人量产渐行渐近。26年产业链最大变化在于T链V3发布&量产，26Q1将是特斯拉V3机器人发布&产业链订单+量纲确定的重要事件 窗口，催化确定性较强。同时随着机器人量产渐行渐近，产业链逐步缩圈，供应商陆续进入订单和量产，看好具备确定性的T链核心标的。此外国产品牌有 望陆续上市，国内机器人标准化逐步建立，2025年12月26日工信部人形机器人标准化委会成立，意味着国产机器人体系逐步走向正轨；头部企业方面，宇树 已完成上市辅导，有望率 ...

Core Viewpoint - The Zhejiang Provincial Department of Science and Technology has announced the project list for the 2026 "Pioneer Leading Goose + X" technology plan, which includes a total of 441 projects, comprising 69 "Pioneer" projects, 309 "Leading Goose" projects, and 63 technology cooperation projects [1][2]. Group 1: Project Overview - The 2026 "Pioneer Leading Goose + X" technology plan includes 441 projects in total [1][2]. - The projects are categorized into three types: "Pioneer" projects, "Leading Goose" projects, and technology cooperation projects [1][2]. Group 2: Project Details - The "Pioneer" projects include advanced technologies such as high-consistency diamond NV sensor mass production technology and quantum sensor preparation research [5][6]. - The "Leading Goose" projects focus on environmental technology, including key technologies for the treatment of new pollutants in various industries [8][9]. Group 3: Implementation Guidelines - Project units are required to submit project task books through the Zhejiang Provincial Science and Technology Management Platform by specified deadlines, with penalties for late submissions [3][4]. - The management of funds must adhere to specific regulations to ensure proper allocation and usage [4].

Core Insights - The image capture card industry in China is experiencing growth driven by the demand for industrial automation and digital transformation, with market size expected to reach approximately 6.07 billion yuan in 2024 and 7 billion yuan in 2025 [1][11] - The industry is characterized by a clear supply chain, with upstream components primarily consisting of core chips, midstream manufacturers focusing on customized solutions, and downstream applications heavily centered on industrial automation [1][7] Industry Overview - Image capture cards, also known as video capture cards, serve as essential hardware connecting computers to external image sources, converting signals for digital processing [2][3] - The core functions include real-time transmission, caching, and preprocessing of image signals [2][4] Industry Chain Analysis - The upstream of the industry relies on core components and software, with high-end chips being imported but domestic FPGA/ASIC chips rapidly replacing them [7][9] - Midstream manufacturers are breaking into the mid-tier market with customized solutions and gradually penetrating high-end sectors [7] - Downstream applications are diverse, with industrial automation accounting for over 45% of demand, and new applications like autonomous driving and telemedicine emerging as growth areas [7][9] Market Size and Growth - The FPGA market in China is projected to grow significantly, reaching approximately 27.9 billion yuan in 2024 and expected to exceed 30 billion yuan in 2025, supporting the performance and cost optimization of image capture cards [9] - The industrial automation market is anticipated to surpass 322.5 billion yuan by 2025, driving demand for high-bandwidth, low-latency capture cards [9][10] Competitive Landscape - The industry features a layered competitive structure, with international leaders dominating high-performance markets while domestic companies leverage cost-effectiveness and localized services to establish advantages in mainstream sectors [11][12] - Domestic firms are focusing on addressing practical challenges in industrial settings, developing low-latency transmission and multi-channel synchronization capabilities [12] Development Trends - The industry is expected to evolve towards three main directions: technological integration of high-speed interfaces and AI, standardization and modular design for better compatibility, and expansion into cross-domain applications such as healthcare and intelligent transportation [12][15] - Standardization efforts will aim to unify interface protocols and software, reducing integration costs and development cycles [12][14] - The application scope will extend beyond traditional industrial automation to include high-precision medical imaging, real-time monitoring in security, and defect detection in high-end manufacturing [15]

Core Viewpoint - Dahua Technology has evolved from a video surveillance company to a leader in the smart IoT sector, emphasizing the importance of technology as its core competitive advantage since its establishment in 2001 [1][4]. Group 1: Company Evolution and Strategy - Dahua has invested a total of 29.632 billion yuan in R&D over the past 16 years, reflecting its commitment to product quality and innovation [1]. - The company has transitioned from being a device manufacturer to a builder of a digital ecosystem, focusing on AIoT and smart solutions [4][5]. - Dahua's approach to "big video" has shifted from merely enhancing hardware capabilities to integrating knowledge and decision-making processes into its visual systems [6]. Group 2: Technological Innovations - Recent innovations include the "Jinghong Lingxi" product, which addresses traditional equipment limitations by integrating advanced hardware and algorithms for improved data capture [8]. - The "Night Vision King 2.0" product enhances nighttime imaging capabilities, achieving a 30% improvement in color restoration through proprietary AIISP architecture [8][9]. - Dahua's "Five Full Capabilities" framework emphasizes a systematic approach to technology development, integrating various disciplines to meet diverse industry needs [9]. Group 3: R&D and Management Practices - In the first half of 2025, Dahua's R&D investment reached 1.984 billion yuan, a 4.37% increase year-on-year, with over 50% of its workforce in technical roles [11]. - The company aims to maintain an R&D output conversion rate of around 80%, balancing innovation with market needs [11]. - Dahua employs a platform and modular strategy to address both general and specific industry requirements, enhancing its ability to provide tailored solutions [13]. Group 4: Future Directions and Vision - The company plans to enhance its multi-dimensional perception capabilities and integrate knowledge with perception to support intelligent decision-making [15]. - Dahua aims to build a collaborative innovation network across the entire industry ecosystem, focusing on sustainable technological and commercial growth [15].

证券代码：002236 证券简称：大华股份 公告编号：2025-110 浙江大华技术股份有限公司 关于募集资金专户完成销户的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 浙江大华技术股份有限公司（以下简称"公司"）已于近日办理完成了募集资 金专项账户的注销手续，现将具体情况公告如下： 一、募集资金基本情况 经中国证券监督管理委员会证监许可[2022]853 号《关于核准浙江大华技术 股份有限公司非公开发行股票的批复》核准，本公司向特定对象发行人民币普通 股（A 股）293,103,400 股，发行价格 17.40 元/股，募集资金总额为 5,099,999,160.00 元，扣除保荐及承销费用人民币（不含增值税）4,000,000.00 元，减除其他与发 行权益性证券直接相关的发行费用人民币（不含增值税）6,166,575.28 元，实际 募集资金净额为人民币 5,089,832,584.72 元。上述募集资金到位情况已经立信会 计师事务所（特殊普通合伙）审验，并出具信会师报字[2023]第 ZF10231 号《验 资报告》。 | | | | 浙江大华 ...

两融数据显示，该股最新融资余额为15.52亿元，近5日减少4261.00万元，降幅为2.67%。 据天眼查APP显示，浙江大华技术股份有限公司成立于2001年03月12日，注册资本328675.5574万人民 币。（数据宝） 12月24日大华股份大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | | | | | 47.94 | 915.17 | 19.09 | -0.05 | 广发证券股份有限公司北京 | 广发证券股份有限公司北京 | | | | | | 阜成门南大街证券营业部 | 阜成门南大街证券营业部 | （文章来源：证券时报网） 大华股份12月24日大宗交易平台出现一笔成交，成交量47.94万股，成交金额915.17万元，大宗交易成交 价为19.09元，相对今日收盘价折价0.05%。该笔交易的买方营业部为广发证券股份有限公司北京阜成门 南大街证券营业部，卖方营业部为广发证券股份有限公 ...

12月24日，大华股份大宗交易成交47.94万股，成交额915.17万元，占当日总成交额的1.43%，成交价19.09元，较市场收盘价 19.1元折价0.05%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交星 | 成交金额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2025-12-24 | 002236 | 大华股份 | 19.09 | 47.94 | 915.17 广发证券股份有限 | 广发证券股份有限 | | | | | | | 公司北京阜成门南 | 公司北京阜成门南 | | | | | | | 大街证券营业部 | 大街证券营业部 | ...

Group 1 - The market showed a significant recovery on December 22, with the Robotics Index ETF (560770) rising by 1.84%, and key component stocks such as Siasun Robot & Automation Co., Ltd. increasing by 10.35% [1] - The introduction of the Yushutech G1 humanoid robot at Wang Leehom's concert in Chengdu on December 18 marked the world's first concert featuring a robot on stage, performing "Firepower Fully Open" [1] - Tesla released an annual report video on December 19 showcasing rapid technological advancements of its humanoid robot, Optimus, from basic movements to complex interactions over the past year [1] Group 2 - CITIC Securities highlighted the ongoing overseas capacity planning in the robotics supply chain, suggesting a focus on high-quality segments as mass production approaches [1] - The Trump administration's emphasis on the development of the robotics sector is expected to elevate the strategic importance of the U.S. robotics industry, with potential positive implications for domestic policies [1] - The robotics sector is anticipated to experience a resurgence following previous corrections, with upcoming events such as Gen3 launches, new product releases, and Yushutech's IPO progress being key catalysts to watch [1] Group 3 - The Robotics Index ETF (560770) tracks the CSI Robotics Index, which includes top ten component stocks such as iFlytek, Huichuan Technology, Top Group, Dahua Technology, Roborock, Dazhong Laser, and others, covering various segments of the robotics industry [2]