证券日报网讯 华阳集团（002906）11月26日在互动平台回答投资者提问时表示，公司2023年向特定对 象发行股票募投项目中三个产能扩充项目均已达到预定可使用状态，相关项目已结项并已达到预计效 益。 ...

证券日报网讯华阳集团（002906）11月26日在互动平台回答投资者提问时表示，截至2025年11月20日， 公司股东总户数为40，415户。 ...

近日，应急管理部、财政部联合发布新建国家专业应急救援队伍名单，华阳矿山救护大队这支矿山深处 的"安全守护神"，正式入列"国家队"，实现了从企业尖兵到国家劲旅的历史性跨越，至此，我国应急救 援版图又添华阳铁军。 建队以来，他们扛牢社会责任，不断升级救援装备，锤炼专业技能，先后参与唐山大地震，华晋焦煤王 家岭特大透水事故，忻州代县大红才铁矿透水事故，郑州、运城抗洪抢险，孝义非法盗采小窑透水事 故，太原李家楼煤业透水事故，内蒙古哈素海排涝抢险等救援，累计参与抢险救灾4100余起，抢救遇险 遇难人员3700余人，为国家和企业挽回损失逾10亿元，创造了"五个第一"的救援奇迹。凭借卓越表现， 华阳矿山救护大队先后获得"全国矿山救护先进集体""全国特级标准矿山救护大队""山西省五一劳动奖 状"等国家级、省级殊荣。 国家专业应急救援队伍是国家综合性常备应急骨干力量，承担着重大灾害事故抢险救援、跨区域应急支 援的关键使命。据了解，此次共有矿山救援、危化救援、油气救援、专业支撑保障等4个类别的10支队 伍入选国家专业应急救援队伍。其中，矿山救援队仅2支，华阳矿山救护大队为山西唯一，另一支在陕 西。 应急管理部、财政部要求入选队伍 ...

Core Viewpoint - The forum highlighted the achievements of Huayang New Materials Technology Group in green transformation, showcasing its dual-driven development model combining traditional energy and new materials [1][4]. Group 1: Green Transformation Achievements - Huayang Group has achieved the goal of "producing coal without seeing coal, and producing coal without burning coal" through comprehensive upgrades in the coal industry [4]. - During the 14th Five-Year Plan period, all production mines have implemented full closure of coal storage areas, and small coal-fired boilers have been replaced with clean energy [4]. - The company has established two national-level green mines and four provincial-level green mines, with all 35 gangue hills undergoing standardized treatment [4]. Group 2: New Industry Developments - Huayang Group is advancing from low-end to high-end coal products, focusing on high-value products and strategic emerging industries [6]. - In the sodium-ion battery sector, the company has built a complete industrial chain for sodium-ion batteries, collaborating with the Chinese Academy of Sciences [6]. - The company is also developing a diamond production process from coalbed methane, significantly increasing the value of this resource [7]. Group 3: Commitment to ESG and Social Responsibility - Huayang Group emphasizes its political, economic, and social responsibilities, actively practicing ESG principles and contributing to national energy supply tasks [8]. - The company has been recognized for its social responsibility efforts, receiving accolades for its high-quality completion of energy supply tasks over the past five years [8]. - The group aims to enhance its ESG management and promote green low-carbon transformation while expanding the application of new material products [8].

Group 1: Automotive Electronics Business - The company focuses on R&D innovation, continuously enhancing product technology and expanding product lines, leading to a significant increase in the penetration rate of intelligent cockpit and driver assistance products [3] - The automotive electronics business has seen a notable increase in orders since Q3 2025, with production capacity under pressure, prompting the company to accelerate domestic and international capacity expansion [3] - The company has established partnerships with various domestic and international automotive brands, resulting in a substantial increase in the number of projects and the overall value per vehicle [3] Group 2: HUD Product Market Progress - The company has successfully secured projects with numerous domestic and international automotive clients for its HUD products, including major brands like Great Wall, BYD, and Ford [3] - The cumulative global shipment of HUD products has exceeded 3.5 million units, with expectations for continued high growth due to the increasing number of new projects entering mass production [3] Group 3: Precision Die Casting Business - The precision die casting business includes aluminum, zinc, and magnesium alloy product lines, providing comprehensive services from product development to manufacturing [4] - The company has become one of the most competitive players in the domestic precision die casting industry, with consistent growth in operating performance over the years [4] - The product offerings cater to various sectors, including new energy vehicles and intelligent cockpit systems, benefiting from trends in automotive lightweighting and electrification [4] Group 4: Robotics Sector Exploration - The company has over 20 years of experience in the automotive parts industry, with strong technical foundations in software, hardware, and precision machining, which can be leveraged in the robotics sector [4] - Current efforts are focused on exploring market opportunities in robotics, with ongoing development of related supporting businesses [4]

Core Viewpoint - Huayang New Materials Technology Group is undergoing a comprehensive strategic transformation driven by technological innovation and green low-carbon initiatives, moving from a traditional coal enterprise to a new materials leader, thereby addressing energy dependency issues [1][7]. Group 1: Digital Transformation - The company has implemented a smart mining initiative, replacing traditional mining operations with automated and digitalized processes, enhancing production efficiency and safety [2][3]. - Huayang Group has established a 5G network underground, facilitating real-time data transmission and improving overall management of mining operations [3]. - The company has built 8 smart coal mines and 2 intelligent coal preparation plants, achieving the provincial goal for coal mine intelligence three years ahead of schedule [3]. Group 2: Ecological Restoration - Huayang Group has successfully rehabilitated 35 waste rock hills, implementing innovative ecological restoration techniques that are more cost-effective and efficient than traditional methods [4][6]. - The company has adopted a green philosophy in its operations, utilizing electric vehicles and achieving over 98% water reuse in its processes [6]. - During the 14th Five-Year Plan period, Huayang Group has implemented numerous energy-saving measures, resulting in significant reductions in electricity consumption and coal usage [6]. Group 3: New Materials Development - The company has transitioned to the new materials sector, officially rebranding as Huayang New Materials Technology Group in October 2020, focusing on a dual-driven strategy [7][12]. - Huayang Group has developed a complete industrial chain for sodium-ion batteries, collaborating with the Chinese Academy of Sciences to lower production costs and enhance product offerings [8][9]. - The company showcased various new energy and material products at the Shanxi Energy Industry Expo, highlighting its innovative capabilities and market competitiveness [11].

资料显示，惠州市华阳集团股份有限公司位于广东省惠州市东江高新科技产业园上霞北路1号华阳工业 园A区集团办公大楼，成立日期1993年1月16日，上市日期2017年10月13日，公司主营业务涉及从事汽 车电子制造、精密电子部件制造、精密压铸以及LED照明等业务。主营业务收入构成为：汽车电子 71.33%，精密压铸24.33%，其他(含其他业务收入)4.34%。 华阳集团所属申万行业为：汽车-汽车零部件-汽车电子电气系统。所属概念板块包括：AEB概念、长安 汽车概念、理想汽车概念、百度概念、智能座舱等。 截至11月10日，华阳集团股东户数3.99万，较上期减少0.32%；人均流通股13162股，较上期增加 0.32%。2025年1月-9月，华阳集团实现营业收入87.91亿元，同比增长28.50%；归母净利润5.61亿元，同 比增长20.80%。 11月18日，华阳集团盘中下跌2.01%，截至14:15，报29.30元/股，成交1.55亿元，换手率1.00%，总市值 153.80亿元。 资金流向方面，主力资金净流出2624.13万元，特大单买入323.30万元，占比2.09%，卖出3756.05万元， 占比24.31 ...

Core Viewpoint - The implementation of the "Interim Regulations on Accounting Treatment of Enterprise Data Resources" marks a significant step towards the market-oriented allocation of data assets, with Huayang Group leading the way in the coal industry by completing the first data asset registration in the sector [1] Group 1: Company Actions - Huayang Group has successfully completed the compliance registration of the "Receivables Management Decision Analysis Data Set" on June 30, becoming the first coal enterprise to do so [1] - The company received the "Data Asset Registration Certificate" and, with the support of Shanxi Data Exchange, initiated a comprehensive process including data inventory, ownership identification, quality assessment, cost aggregation, and value analysis [1] - This process led to the formal inclusion of data resources in the financial statements, establishing a complete closed-loop from compliance registration to financial reporting [1] Group 2: Industry Impact - The "Receivables Management Decision Analysis Data Set" focuses on improving the efficiency of receivables collection and reducing bad debt risks through in-depth data analysis and application [1] - This initiative not only aids internal management decisions but also confirms the assetization of data resources, representing the first financial recognition of data assets in the national coal industry [1] - The successful registration and assetization of data resources by Huayang Group serve as a leading example and demonstration for the industry [1]

Core Viewpoint - The sodium-ion battery emergency power supply developed by Huayang Group serves as both a "safety guardian" and an "energy manager," showcasing the activation of traditional energy equipment value through new production capabilities [1][3]. Group 1: Product Features and Innovations - The sodium-ion battery emergency power supply has a capacity of 17.04 MWh, providing emergency support for critical coal mine equipment such as ventilation fans and gas pumps, while achieving daily savings exceeding 1,000 yuan through peak and valley electricity price differences [1][4]. - The product addresses the reliability challenges of power supply in coal mines, replacing traditional diesel generators, which are slow to start, costly to maintain, and environmentally harmful [3]. - The sodium-ion battery system operates stably in extreme temperatures ranging from -40°C to 60°C, and features a rapid black start capability, ensuring safe evacuation for personnel [3][4]. Group 2: Economic and Environmental Benefits - The system utilizes electricity price differentials to optimize energy usage, charging during low-price periods and discharging during high-price periods, resulting in estimated daily savings of over 1,700 yuan and annual savings exceeding 600,000 yuan [4]. - Compared to traditional emergency equipment, the sodium-ion system eliminates high costs associated with diesel procurement and maintenance, achieving zero emissions and low noise operation, aligning with carbon neutrality goals [4][5]. Group 3: Market Position and Future Prospects - Huayang Group has successfully transitioned from technology validation to commercial promotion of the sodium-ion battery emergency power supply, positioning itself among the leading players in the sodium-ion industry in China [5]. - The company aims to explore additional application scenarios for the sodium-ion emergency power supply, enhancing its value contribution to the development of a clean, low-carbon, and efficient modern energy system [5].

Core Insights - The company is transforming into a smart low-carbon mining operation through the implementation of nine intelligent sectors and the utilization of clean energy [2][3] Group 1: Intelligent Mining Operations - The production scheduling command center integrates real-time geological data, operational status, equipment diagnostics, and safety alerts into a single display, enhancing decision-making capabilities [3][4] - The company has reduced high-risk personnel by over 80% and decreased downtime by 40%, while increasing effective operating time to over 90% through the use of 5G technology and AI algorithms [4][5] - The intelligent comprehensive control platform acts as the "smart brain" of the mine, enabling real-time data analysis and risk pre-warning [5][6] Group 2: Clean Energy Utilization - The company has developed a low-concentration gas power generation project with a total installed capacity of 20 MW, efficiently utilizing approximately 100 cubic meters of pure gas per minute [7] - The project has generated 4,776,000 kWh of electricity and brought economic benefits of 4.19 million yuan by October 2025 [7] - The company has also installed a solar power system on the rooftops of its facilities, with an expected annual output of over 3.65 million kWh, reducing carbon emissions by over 1,300 tons [8] Group 3: Intelligent Coal Preparation - The coal preparation plant has a current capacity of 5 million tons per year, with plans for an additional 5 million tons, utilizing intelligent systems for precise coal blending [9] - The intelligent blending system allows for real-time adjustments based on customer needs, maximizing revenue and providing standardized product options [9][10] - The company is focused on enhancing the quality and efficiency of its coal products through a comprehensive quality monitoring system from production to sales [10]