查看更多董秘问答>> 来源：问董秘 董秘回答(海达股份SZ300320)： 您好！公司的汽车用产品没有直接向特斯拉汽车供货，但有一些二次配套的小件，且合同总金额较小， 对公司业绩影响不大，未达到披露标准。谢谢关注！ 投资者提问： 贵公司汽车用产品是否间接供应特斯拉汽车，如有请详细说明。 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 ...

Group 1: Market Performance - The rubber sector increased by 0.54% on January 9, with Keqiang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] Group 2: Individual Stock Performance - Keqiang Co., Ltd. (code: 920665) closed at 15.32, with a rise of 4.79% and a trading volume of 121,800 shares, amounting to a transaction value of 187 million [1] - Other notable performers include: - Sanwei Co., Ltd. (code: 603033) closed at 11.02, up 2.89% [1] - Tongcheng New Materials (code: 603650) closed at 57.62, up 1.57% [1] - Kelong New Materials (code: 920098) closed at 32.19, up 0.91% [1] Group 3: Capital Flow Analysis - The rubber sector experienced a net outflow of 415 million from institutional investors, while retail investors saw a net inflow of 305 million [2] - The capital flow for individual stocks shows: - Keqiang Co., Ltd. had a net outflow of 9.84 million from institutional investors [3] - Sanwei Co., Ltd. had a net inflow of 8.68 million from institutional investors [3] - Double Arrow Co., Ltd. (code: 002381) had a net inflow of 4.11 million from institutional investors [3]

Core Viewpoint - The rubber sector experienced a decline of 0.52% on December 31, with Kexin New Source leading the drop. The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1]. Group 1: Market Performance - The rubber sector's individual stock performance showed varied results, with Kexin New Source closing at 56.22, down 3.62%, and a total trading volume of 11.20 million shares, amounting to 636 million yuan [2]. - Other notable stocks included KQ Co., which rose by 1.51% to 14.09, and Tian Tie Technology, which increased by 1.16% to 6.13 [1]. Group 2: Capital Flow - The rubber sector saw a net outflow of 148 million yuan from institutional investors, while retail investors contributed a net inflow of 186 million yuan [2]. - The capital flow data indicated that major stocks like Lian Technology had a net inflow of 14.06 million yuan from institutional investors, while it faced outflows from retail and speculative investors [3].

编号：2025-07 证券代码：300320 证券简称：海达股份 江阴海达橡塑股份有限公司投资者关系活动记录表 | 投资者关系活动 | ■特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他： | | 参与单位名称及 | 华西证券 白宇 | | 人员姓名 | 华安基金 辛大伟 | | 时间 2025 | 年 12 月 3、4 日 | | 地点 | 公司会议室 | | 上市公司接待人 | 胡蕴新、姜松岐 | | 员姓名 | | | | 1、总体介绍公司业务板块情况。 | | | 2、请问今年经营情况及以后的业务展望： | | | 答：2025 年 1-9 月，公司实现营业收入 26.67 亿元，较上年 | | | 同期增长 13.43%，归属于上市公司股东的净利润为 1.67 亿元, | | | 较上年同期增长 42.99%。 | | | 未来，公司将立足中高端定位，围绕橡胶制品密封、减振 | | | 两大基本功能，发挥多领域配套战略和技术融合的优势，夯实 | | 投资者关系活动 | ...

证券之星消息，12月8日橡胶板块较上一交易日上涨1.43%，科创新源领涨。当日上证指数报收于 3924.08，上涨0.54%。深证成指报收于13329.99，上涨1.39%。橡胶板块个股涨跌见下表： 从资金流向上来看，当日橡胶板块主力资金净流入219.47万元，游资资金净流入1415.34万元，散户资金 净流出1634.81万元。橡胶板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603650 | 彤程新材 | 5005.57万 | 4.51% | 6813.98万 | 6.14% | -1.18 Z | -10.66% | | 300320 海达股份 | | 1811.01万 | 12.84% | -209.90万 | -1.49% | -1601.11万 | -11.36% | | 920225 | 利通科技 | 1095.65万 | 8.27% | 559.99万 | 4.23% | ...

Group 1 - The core viewpoint of the article highlights that Haida Co., Ltd. is actively involved in the shipping sector, particularly in shipbuilding-related businesses [1] - The company's shipping-related business is identified as one of its main operations, with key products including rubber seals and vibration damping components used in ocean-going vessels [1]

Group 1 - The core point of the article is that Haida Co., Ltd. (300320) has announced the commencement of production at its overseas facility in Romania, focusing on automotive sunroof sealing products [1] Group 2 - The Romanian factory is part of the company's strategy to expand its international presence [1] - The main product being manufactured at the Romanian facility is automotive roof (sunroof) seals [1]

Core Viewpoint - Company reported a revenue of 2.667 billion yuan for the first nine months of 2025, representing a year-on-year growth of 13.43%, and a net profit attributable to shareholders of 167 million yuan, reflecting a 42.99% increase compared to the same period last year [1] Group 1 - Company aims to position itself in the mid-to-high end market, focusing on rubber product sealing and vibration reduction as its core functions [1] - Company plans to leverage its multi-field supporting strategy and technological integration to strengthen its business foundation in automotive, rail transit, construction, and shipping sectors [1] - Company intends to penetrate and extend into new markets and products by capitalizing on its existing market advantages [1] Group 2 - Company is poised to seize development opportunities in industries such as new energy vehicles, energy storage, wind power, photovoltaics, hydrogen energy, liquid cooling, and specialty rubber [1] - Company is committed to early-stage research and development to gain a first-mover advantage in the market [1] - Company aims to explore a second growth track through strategic initiatives [1]

Financial Performance - In the first nine months of 2025, the company achieved a revenue of 2.667 billion CNY, representing a year-on-year growth of 13.43% [2] - The net profit attributable to shareholders was 167 million CNY, reflecting a significant increase of 42.99% compared to the same period last year [2] Business Strategy - The company aims to focus on mid-to-high-end positioning, emphasizing rubber products for sealing and vibration reduction [2] - Plans to leverage multi-field support strategies and technological integration to strengthen its business in automotive, rail transit, construction, and shipping sectors [2] - The company is targeting emerging industries such as new energy vehicles, energy storage, wind power, photovoltaics, hydrogen energy, liquid cooling, and specialty rubber [2] Contractual Agreements - The subsidiary, Haida New Energy, signed a procurement framework contract with Anhui Sailaf Energy Co., Ltd., with an expected total procurement volume of 3.7 GW of supporting products by June 30, 2026 [3] - The newly developed short frame products for full-screen borders are recognized for their safety, reliability, and performance, enhancing customer acceptance [3] International Expansion - The overseas factory in Romania has commenced production, focusing on automotive roof (sunroof) sealing components [3]

Core Viewpoint - The company has acknowledged the fluctuations in its stock price in the secondary market, attributing these changes to various factors including macroeconomic conditions, industry trends, investor expectations, and market focus [1] Financial Performance - As of the end of the third quarter of 2025, the company reported a cash balance of 192 million yuan and a debt-to-asset ratio of 32.72%, indicating a stable financial structure [1] Investor Guidance - The company advises investors to rely on information disclosed through official channels and to be cautious of rumors and unverified information circulating online [1]