Core Viewpoint - Huaya Intelligent (003043.SZ) announced a planned reduction in shareholding by major shareholders, indicating potential changes in ownership structure and market sentiment [1] Shareholding Reduction Plan - Major shareholders Kuai Haibo, Xu Jun, Xu Fei, and Liu Shiyan, acting in concert, hold a total of 9,124,748 shares, representing 6.82% of the company's total share capital [1] - The planned reduction includes selling 1,312,275 shares through centralized bidding, accounting for 0.98% of the total share capital [1] - Additionally, 2,679,800 shares are to be sold via block trading, representing 2.00% of the total share capital [1] - In total, the shareholders intend to reduce their holdings by up to 3,992,075 shares, which is 2.98% of the company's total share capital [1]

Core Viewpoint - Shareholders of Huaya Intelligent (003043.SZ) plan to reduce their holdings by up to 3.99 million shares, representing 2.98% of the company's total share capital [1] Group 1 - The shareholders involved in the reduction are Kuai Haibo, Xu Jun, Xu Fei, and Liu Shiyan, who are acting in concert [1] - The total number of shares to be reduced is capped at 3.99 million [1] - The reduction accounts for 2.98% of the company's total equity [1]

Core Viewpoint - The company Huaya Intelligent (003043.SZ) announced that its shareholders, including Kuai Haibo, Xu Jun, Xu Fei, and Liu Shiyan, who are acting in concert, plan to collectively reduce their holdings by no more than 3.9921 million shares, accounting for 2.98% of the company's total share capital [1] Summary by Category - Shareholder Actions - Shareholders intend to reduce their holdings by up to 3.9921 million shares [1] - This reduction represents 2.98% of the total share capital of the company [1]

证券代码：003043 证券简称：华亚智能 公告编号：2025-088 苏州华亚智能科技股份有限公司 关于公司股东计划减持股票的预披露公告 股东蒯海波、徐军、徐飞、刘世严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。 苏州华亚智能科技股份有限公司（以下简称"公司"）近日收到公司股东蒯海 波、徐军、徐飞、刘世严（4 个自然人为一致行动人，合计持有公司股份 9,124,748 股，占目前公司总股本的 6.82%，是持有公司股份超过 5%的股东）出具的《关 于计划减持公司股票的告知函》，现将有关事项公告如下： 说明：蒯海波目前担任公司董事、副总经理，在任期时间内，其每年只能卖 出持有股票数量的 25%。 二、本次减持计划的主要内容 （一）本次减持计划的相关情况 1、减持原因：股东资金需求。 2、减持股份来源：公司资产重组时获得的股份。 3、减持方式、减持数量 1、本人在本次交易中认购的上市公司股份自本次股份发行完成之日起 12 个月内不以任何方式转让； 本次拟通过集中竞价减持 1,312,275 股，占公司总股 ...

Core Insights - On November 19, brokerages provided target prices for listed companies, with notable increases for 易瑞生物 (Yirui Biotech), 中国海诚 (China Haicheng), and 健康元 (Health元), showing target price increases of 44.37%, 40.26%, and 26.01% respectively, across the medical device, professional engineering, and chemical pharmaceutical industries [1][2]. Group 1: Target Price Increases - 易瑞生物 (Yirui Biotech) received a target price of 15.00 yuan with a target increase of 44.37% from 华创证券 (Huachuang Securities) [2]. - 中国海诚 (China Haicheng) has a target price of 15.40 yuan, reflecting a 40.26% increase from 国泰海通证券 (Guotai Junan Securities) [2]. - 健康元 (Health元) was assigned a target price of 15.26 yuan, indicating a 26.01% increase from 国泰海通证券 (Guotai Junan Securities) [2]. Group 2: Brokerage Recommendations - A total of 37 listed companies received brokerage recommendations on November 19, with 伊利股份 (Yili Group) receiving recommendations from 3 brokerages, 南方航空 (Southern Airlines) from 1, and 易瑞生物 (Yirui Biotech) from 1 [3]. - 伊利股份 (Yili Group) closed at 29.58 yuan and was recommended by 3 brokerages in the beverage and dairy industry [3]. Group 3: First Coverage - On November 19, 6 companies received initial coverage from brokerages, including 潮宏基 (Chao Hong Ji) with a "Buy" rating from 首创证券 (Shouchuang Securities) [4]. - 海容冷链 (Hairong Cold Chain) received an "Increase" rating from 兴业证券 (Industrial Securities) [4]. - 风华高科 (Fenghua High-Tech) was rated "Buy" by 中邮证券 (China Post Securities) [4].

Investment Rating - The investment rating for the company is "Buy" (首次覆盖) [1] Core Views - The company is a leading player in the semiconductor equipment sector, with growth momentum injected by the acquisition of Guan Hong Intelligent. The company has transitioned through various phases, including product upgrades, rapid expansion post-IPO, and now entering a diversified growth phase focusing on smart robotics and solid-state battery equipment [3][4] - The domestic semiconductor equipment market is experiencing significant growth, driven by increasing demand and a push for localization. The company is well-positioned to benefit from this trend, with a strong competitive edge in the precision metal structural components sector [3][4] - The company is strategically positioning itself in the solid-state battery market, which is expected to see substantial growth due to its high energy density and safety features. The global solid-state battery shipment is projected to reach 614.1 GWh by 2030, with the equipment market size expected to be between 718-958 billion yuan [3][4] - The company is also expanding into the smart industrial robotics sector, leveraging its existing technology and understanding of customer needs in manufacturing [3][4] Summary by Sections Semiconductor Equipment Sector - The company has established itself as a leader in the semiconductor equipment sector, with a CAGR of 19.7% in the semiconductor equipment structural components from 2019 to 2024. The revenue from this segment is closely tied to the demand in the semiconductor industry [19][23] - The acquisition of Guan Hong Intelligent is expected to enhance the company's revenue growth, with Guan Hong's revenue projected to contribute significantly in 2025 [19][23] Domestic Semiconductor Equipment Market - The semiconductor market is recovering, with a projected sales increase of 20.1% in 2024 and 11.7% in the first three quarters of 2025. The global semiconductor equipment market is expected to reach $125.5 billion in 2025 [29][32] - The company is benefiting from the increasing localization of semiconductor equipment, with domestic revenue and market share expected to rise as the domestic equipment penetration rate increases [42] Solid-State Battery Equipment - The solid-state battery market is anticipated to grow significantly, with the company focusing on dry process equipment for solid-state batteries. The transition from traditional liquid batteries to solid-state technology is expected to drive demand for new equipment [53][64] - The company is developing solutions for dry electrode technology, which is more efficient and cost-effective compared to traditional methods, and has already secured orders from leading battery manufacturers [53][64] Smart Industrial Robotics - The company is expanding into the smart industrial robotics market, leveraging its existing technology and expertise in automated systems. This move is expected to capitalize on the growing demand for intelligent logistics solutions [3][4]

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。 特别提示： 一、可转换公司债券发行情况 经中国证券监督管理委员会《关于核准苏州华亚智能科技股份有限公司公开 发行可转换公司债券的批复》"证监许可〔2022〕2756 号"文核准，公司于 2022 年 12 月 16 日公开发行了 3,400,000 张可转换公司债券，每张面值 100 元，发行 总额 34,000.00 万元。 经深圳证券交易所"深证上〔2023〕14 号"文同意，公司 34,000.00 万元可转 换公司债券于 2023 年 1 月 16 日起在深交所挂牌交易，债券简称"华亚转债"，债 券代码"127079"。 二、关于"华亚转债"转股价格调整的相关规定 根据《苏州华亚智能科技股份有限公司公开发行可转换公司债券募集说明书》 （以下简称"募集说明书"）的规定，在本次发行之后，若公司发生派送股票股利、 转增股本、增发新股（不包括因本次发行的可转换公司债券转股而增加的股本）、 配股以及派发现金股利等情况，则转股价格相应调整（保留小数点后两位，最后 一位四舍五入）。具体的转股价格调整公式如下： | 股票 ...

| 股票代码：003043 | 股票简称：华亚智能 | 公告编号：2025-086 | | --- | --- | --- | | 转债代码：127079 | 转债简称：华亚转债 | | 苏州华亚智能科技股份有限公司 关于部分限制性股票回购注销完成的公告 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。 苏州华亚智能科技股份有限公司（以下简称"公司"）于2025年6月16日分别 召开第三届董事会第三十三次会议和第三届监事会第二十四次会议，审议通过 《关于调整2024年限制性股票激励计划回购价格及回购数量并回购注销部分限 制性股票的议案》，同意调整首次授予部分限制性股票的回购价格及回购数量， 并回购注销公司2024年限制性股票激励计划首次授予112名激励对象已获授但不 得解除限售的限制性股票合计160,440股，占公司当前股本总额的0.12%。 一、本激励计划已履行的决策程序和信息披露情况 （一）2024年3月11日，公司召开第三届董事会第十一次会议，审议通过《关 于＜公司2024年限制性股票激励计划（草案）＞及其摘要的议案》《关于＜公司 2024年限制性股票激励 ...

Core Viewpoint - The company has completed the repurchase and cancellation of a portion of restricted stock, which involves 160,400 shares, accounting for 0.12% of the company's current total share capital [1] Group 1 - The total number of shares will remain at 134 million after the repurchase and cancellation [1] - This repurchase is in accordance with the company's "2024 Restricted Stock Incentive Plan" for handling restricted stocks that do not meet the conditions for lifting restrictions [1] - The repurchase and cancellation will not have a substantial impact on the company's financial status and operating results [1]

关于到期赎回并继续使用闲置资金购买理财产品的公告 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。 苏州华亚智能科技股份有限公司（以下简称"公司"）2025 年 4 月 28 日召开 第三届董事会第三十二次会议、第三届监事会第二十三次会议，审议通过了《关 于使用部分闲置募集资金购买理财产品的议案》《关于使用部分闲置自有资金购 买理财产品的议案》，同意公司在确保不影响正常运营和募集资金投资项目建设 的情况下，使用额度不超过 10,000 万元闲置募集资金、使用额度不超过人民币 4,000 万元闲置自有资金购买理财产品，自审议通过之日起 12 个月内有效，在上 述额度和期限范围内，可循环滚动使用。 具体内容详见公司刊登在《中国证券报》《证券时报》《证券日报》《上海 证券报》和巨潮资讯网（http://www.cninfo.com.cn）上的《关于使用部分闲置募 集资金购买理财产品的公告》（公告编号：2025-027）、《关于使用部分闲置自 有资金购买理财产品的公告》（公告编号：2025-028）。 一、理财产品到期赎回情况 | 股票代码：003043 | 股票简称： ...