一、股东减持情况 1、股东减持股份情况 ■ 登录新浪财经APP 搜索【信披】查看更多考评等级 持股5%以上的股东中山中科股权投资有限公司、珠海横琴中科白云创业投资基金合伙企业（有限合 伙）保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 惠州市华阳集团股份有限公司（以下简称"公司"）于2025年10月25日披露了《关于持股5%以上股东减 持股份计划的预披露公告》（公告编号：2025-044），公司持股5%以上股东中山中科股权投资有限公 司（以下简称"中山中科"）及珠海横琴中科白云创业投资基金合伙企业（有限合伙）（以下简称"中科 白云"）（二者均为广东中科科创创业投资管理有限责任公司管理的私募投资基金，为一致行动人）因 其自身经营需求，计划自减持计划公告之日起15个交易日后的三个月内通过集中竞价或大宗交易方式合 计减持公司股份不超过7,873,785股（即不超过公司总股本的1.5%）。 近日，公司收到中山中科及中科白云发来的《关于股份减持计划期限届满的告知函》。截至目前，中山 中科及中科白云股份减持计划时间已届满 ...

证券代码：002906 证券简称：华阳集团 公告编号： 2026-007 惠州市华阳集团股份有限公司 关于持股5%以上股东减持期限届满的公告 持股5%以上的股东中山中科股权投资有限公司、珠海横琴中科白云创业投资基金合伙企业（有限合 伙）保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 登录新浪财经APP 搜索【信披】查看更多考评等级 1、本次减持符合《证券法》《上市公司收购管理办法》及《上市公司股东减持股份管理暂行办法》等 有关法律法规的规定。 2、截至公告披露日，中山中科及中科白云严格遵守预披露公告披露的减持计划，与已披露的意向、承 诺或减持计划一致。 3、截至公告披露日，中山中科及中科白云于2025年10月25日披露的减持计划已实施完毕。 三、备查文件 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 惠州市华阳集团股份有限公司（以下简称"公司"）于2025年10月25日披露了《关于持股5%以上股东减 持股份计划的预披露公告》（公告编号：2025-044），公司持股5%以上股东中山中科股权投资有限公 司（以下简称"中山中科"）及珠海横琴中科白云创业投资基金 ...

证券日报网讯 2月24日，华阳集团（002906）发布公告称，公司持股5%以上股东中山中科股权投资有 限公司及一致行动人中科白云创业投资基金合伙企业（有限合伙）减持计划期限届满，2025年11月17日 至2026年2月16日通过集中竞价合计减持3911000股，占总股本0.75%，减持价格区间28.10元/股至34.56 元/股。 ...

证券代码：002906 证券简称：华阳集团 公告编号： 2026-007 惠州市华阳集团股份有限公司 关于持股5%以上股东减持期限届满的公告 持股5%以上的股东中山中科股权投资有限公司、珠海横琴中科白云创业 投资基金合伙企业（有限合伙）保证向本公司提供的信息内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 一、股东减持情况 | 股东名称 | 减持方式 | 减持期间 | 减持均价 （元/股） | 减持股数 （股） | 减持比例 | 减持股 份来源 | | --- | --- | --- | --- | --- | --- | --- | | 中山中科 | 集中竞价 | 2025 年 11 月 17 日至 | | | | 首次公 | | 股权投资 | | | 31.61 | 2,455,000 | 0.47% | 开发行 | | | 交易 | 2026 年 2 月 16 日 | | | | | | 有限公司 | | | | | | 股票并 | | 珠海横琴 | 集中竞价 | 2025 年 11 月 17 日至 | | | | 上市前 | | 中科白云 | 交易 | 2026 年 2 月 16 日 | ...

Core Viewpoint - The article highlights the rapid production and development of sodium-ion batteries by Huayang Group's subsidiary, Huana Xinneng, showcasing its innovative approach and successful transition into the new energy sector [1][3]. Group 1: Production and Demand - As of early 2026, Huana Xinneng has fully booked its orders, indicating strong demand for its sodium-ion batteries [3]. - The production facility utilizes automated robots to efficiently manufacture sodium-ion battery cells, which are set to be deployed across various applications, including emergency power sources and energy storage for buildings [1][3]. Group 2: Strategic Development - Huayang Group is implementing a "dual-wheel drive" development strategy, focusing on both traditional coal industries and new energy sectors, aiming for a unique transformation path [3][4]. - The establishment of the Huayang Group Industrial Technology Research Institute in January 2023 plays a crucial role in supporting the company's energy transition strategy [3][4]. Group 3: Research and Innovation - The research institute has developed a comprehensive research and industrial system, including three autonomous research branches and 29 related enterprises, focusing on sodium-ion batteries and other advanced materials [4]. - Huana Xinneng has successfully passed the first batch of national evaluations for sodium-ion battery products, gaining industry recognition for quality and performance [4]. Group 4: Application and Impact - The sodium-ion battery products are widely used in various fields, including electric bicycles, solar street lights, and large-scale energy storage systems, establishing a complete industrial chain from material development to application [4]. - A sodium-ion battery emergency power system has been successfully implemented in the Kaiyuan coal mine, providing a reliable and pollution-free power source, enhancing safety for miners [5].

Core Viewpoint - Huayang Group is recognized as a leader in automotive electronics and precision die-casting, with significant revenue growth in both sectors and a strong market position in the intelligent driving supply chain [1]. Financial Performance - In the first half of 2025, Huayang Group's automotive electronics business generated revenue of 3.788 billion yuan, representing a year-on-year increase of 23.3% [1]. - The precision die-casting business reported revenue of 1.292 billion yuan, with a year-on-year growth of 41.3% [1]. - Projected net profits for the parent company are expected to be 803 million yuan, 1.041 billion yuan, and 1.290 billion yuan for the years 2025, 2026, and 2027 respectively [1]. Market Position - Huayang Group is identified as a core supplier of domain controllers in the intelligent automotive sector, highlighting its critical role in the automotive smart supply chain [1]. Stock Performance - As of February 11, 2026, Huayang Group's stock price closed at 30.74 yuan, with a slight decline of 0.23% on that day and a total trading volume of 1.56 billion yuan [1]. - Over the past five trading days, the stock price has decreased by 1.41%, with a price fluctuation range of 2.18% [1]. - The technical analysis indicates a 20-day resistance level at 35.05 yuan and a support level at 29.7 yuan, with the current stock price within a consolidation range [1]. - As of February 10, 2026, the financing balance was 481 million yuan, reflecting a cautious market sentiment [1].

Group 1 - The core viewpoint of the article highlights the performance of the CSI 1000 Enhanced ETF (159680), which rose by 0.76% to 1.732 yuan with a trading volume of 28.7856 million yuan as of the midday close [1] - The fund's performance benchmark is the CSI 1000 Index return, and it has achieved a return of 71.34% since its establishment on November 18, 2022, with a one-month return of 4.69% [1] - The major holdings of the CSI 1000 Enhanced ETF include companies such as O-film Technology, which fell by 0.50%, and Huayang Group, which increased by 2.54% [1] Group 2 - The fund is managed by China Merchants Fund Management Co., with fund managers Cai Zhen and Wen Yu overseeing its operations [1] - The article provides a detailed breakdown of the performance of individual stocks within the ETF, indicating mixed results among its top holdings [1]

Group 1 - The core point of the article is that Huayang Group (002906) has reported its total number of shareholders as 35,553 as of January 30, 2026 [1]

Investment Rating - The report maintains a "Buy" rating for the company [6] Core Insights - Huayang Group is a leader in automotive electronics and precision die-casting, focusing on automotive intelligence and lightweight products. The main business segments include automotive electronics and precision die-casting, with additional operations in precision electronic components and LED lighting [5][12] - The company's core business benefits from the increasing penetration of automotive electronic products, with revenues for automotive electronics and precision die-casting reaching 3.788 billion and 1.292 billion yuan respectively in the first half of 2025, representing year-on-year growth of 23.3% and 41.3% [5][31] - The intelligent driving domain controller is a key growth area, with a significant trend towards centralized electronic architecture in vehicles, which is expected to create a new market opportunity for Huayang [5][66] - The robotics sector is also a promising area, with similarities between automotive domain controllers and humanoid robot controllers, indicating potential for growth in this segment [5][6] Summary by Sections 1. Huayang Group: Leader in Automotive Electronics and Precision Die-Casting - Founded in 1993, Huayang Group aims to be a leading supplier of automotive electronic products and components both domestically and internationally [12] - The company focuses on product layout around automotive intelligence and lightweighting [12] 2. Core Business: Benefiting from Increased Penetration of Automotive Electronic Products - In 2024, the company achieved revenues of 10.158 billion yuan, a year-on-year increase of 42.3%, with continued strong growth in both automotive electronics and precision die-casting [18][31] - The automotive electronics segment is expected to see further growth as penetration rates for cockpit domain controllers and HUDs continue to rise [5][30] 3. Elastic Business One: Intelligent Driving Domain Controller - The trend of moving from distributed to centralized electronic architecture in vehicles is accelerating, with the penetration rate for intelligent driving domain controllers expected to approach 50% by 2025 [70] - The company is well-positioned to capitalize on this shift, benefiting from its supply chain and technological advantages [79][82] 4. Elastic Business Two: Robotics - The company is actively developing its automotive domain controller business, with expected doubling of cockpit domain controller shipments by 2025 [6][61] - The similarities in architecture and technology between automotive domain controllers and humanoid robots suggest a strong potential for growth in the robotics sector [5][6] 5. Investment Recommendations - The report forecasts revenues of 13.205 billion, 16.371 billion, and 19.672 billion yuan for 2025-2027, with net profits of 0.803 billion, 1.041 billion, and 1.290 billion yuan respectively, maintaining the earnings per share (EPS) estimates at 1.53, 1.98, and 2.46 yuan [6]

Meeting Details - The first extraordinary general meeting of Huayang Group was held on February 4, 2026, at 15:00, with online voting available from 9:15 to 15:00 on the same day [2][3] - The meeting took place at the company's office building in Huizhou, Guangdong Province [2] - The meeting was convened by the board of directors and presided over by Chairman Zou Ganrong [4] Attendance - A total of 266 shareholders and their proxies attended the meeting, representing 303,306,945 shares, which is 57.7817% of the total voting shares [5] - Among them, 3 shareholders attended in person, representing 270,916,752 shares (51.6111%), while 263 participated via online voting, representing 32,390,193 shares (6.1705%) [5] - The meeting was witnessed by lawyers from Beijing Tongshang (Shenzhen) Law Firm, who provided a legal opinion [5][7] Resolutions and Voting Results - The proposal to elect an independent director was approved with 302,924,005 votes in favor (99.8737%), 361,940 votes against (0.1193%), and 21,000 abstentions (0.0069%) [7] - Among minority shareholders, 4,123,764 votes were in favor (91.5029%), 361,940 against (8.0311%), and 21,000 abstentions (0.4660%) [7] - Liu Zhaoxia was elected as an independent director for the fifth board of directors, with her term starting from the approval date of the meeting [7] Legal Opinion - The legal opinion provided by the lawyers confirmed that the meeting's convening, procedures, and voting results complied with relevant laws and regulations [7]