证券代码：301029 证券简称：怡合达 公告编号：2025-060 东莞怡合达自动化股份有限公司 信息披露义务人： 金立国 上海众复晖企业管理有限公司 关于控股股东、实际控制人及其一致行动人权益变动触及 1%整数倍 的公告 公司控股股东、实际控制人金立国及其一致行动人上海众复晖企业 管理有限公司、上海众瑞晖企业管理有限公司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。 公司于近日收到公司控股股东、实际控制人金立国先生及其一致 行动人上海众复晖企业管理有限公司（以下简称"众复晖"）、上海 众瑞晖企业管理有限公司（以下简称"众瑞晖"）出具的《关于股份 变动的告知函》,获悉信息披露义务人于 2025 年 1 月 22 日至 2025 年 12 月 1 日期间，通过集中竞价及大宗交易方式减持公司股份，持股 比例累计减少 1.04%，截至权益变动日信息披露义务人合计持股比例 为 23.96%，触及权益变动 1%整数倍，现将权益变动相关情况公告如 下： | 1.基本情况 | | | | --- | --- | --- | | 信息披露义务人 | 金立国 | | | | 上海众复晖企业 ...

Company Overview - Yihua Da (SZ 301029) announced an investor research meeting scheduled from October 28 to November 28, 2025, with participation from key representatives including the board secretary and investor relations personnel [1] - As of the report, Yihua Da has a market capitalization of 16.5 billion yuan [1] Revenue Composition - For the first half of 2025, Yihua Da's revenue composition is as follows: Other businesses account for 41.94%, the 3C industry for 24.12%, new energy for 21.98%, and the automotive industry for 11.96% [1]

Group 1: Company Transformation Directions - The company aims to establish a closed loop from "strategy to operation," ensuring that resources are effectively utilized and management is quantifiable and traceable [2][3] - Focus on optimizing the entire "order to delivery" process to enhance efficiency and ensure stable quality and delivery times [3] - Implement product lifecycle management to maximize the value of each product throughout its lifecycle by standardizing processes and eliminating inefficient products [3] - Develop a comprehensive talent management system to align talent strategy with new business goals, ensuring a strong foundation for growth [3] - Build a collaborative financial system that integrates data and strategy, allowing finance to support operational strategies effectively [3] Group 2: Product Development and Management - The company has developed over 2.82 million SKUs of factory automation components as of September 2025, focusing on self-research and customization [4][5] - Emphasizes customer-driven product development, ensuring that product design meets customer needs in terms of performance, quality, and delivery [5] - Introduces a "zero defects" management approach to minimize errors and enhance efficiency, supported by expert insights [5][6] Group 3: Inventory and Supply Chain Management - Maintains a strategic inventory of semi-finished and finished goods to meet customer demands for small batch orders and short delivery times [7] - Prepares inventory of commonly used components to facilitate quick order fulfillment, thereby reducing delivery times [7] Group 4: Cost Management and Supplier Relations - Establishes a diversified supply system to mitigate raw material price fluctuations, focusing on self-manufacturing and collective procurement [8] - Optimizes supplier structure through integration and negotiation to lower procurement costs and enhance efficiency [8] Group 5: Accounts Receivable and Customer Retention - Implements strict credit policies based on customer evaluations to manage accounts receivable effectively, ensuring normal cash flow without significant risks [9][10] - Enhances customer loyalty by providing tailored services and resources to engineers, facilitating easier procurement processes [10]

Core Viewpoint - The company, Yihua Da (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium battery, automotive, photovoltaic, industrial robotics, and semiconductors [1] Group 1: Company Overview - The company provides a wide range of products including linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical components [1] - The company specializes in PEEK material-related products, which include PEEK resin flat washers, PEEK small diameter positioning columns, and PEEK resin rollers [1] Group 2: Industry Application - The products offered by the company are primarily aimed at automation equipment manufacturers [1] - The applications of these products span multiple industries, highlighting the company's versatility and market reach [1]

Core Viewpoint - The company, Yihua (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium battery, automotive, photovoltaic, industrial robotics, and semiconductors [1] Group 1: Company Overview - Yihua provides a range of products including linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical components [1] - The company primarily serves manufacturers of automation equipment [1] Group 2: Industry Focus - As of the first three quarters of 2025, sales in the lithium battery sector accounted for approximately 22% of the company's total sales [1] - Key product categories supplied to the lithium battery industry include aluminum profiles and accessories, linear motion parts, and machined components [1]

Core Viewpoint - The company, Yihua (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium battery, automotive, photovoltaic, industrial robotics, and semiconductors [1] Group 1 - The company's product offerings include linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical products [1] - As of the first three quarters of 2025, the sales proportion of the 3C mobile phone industry accounted for approximately 23%, primarily supplying linear motion parts, transmission components, and electronic and electrical products [1]

Core Viewpoint - The company, Yihua Da (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium battery, automotive, photovoltaic, industrial robotics, and semiconductors [1] Company Overview - The company provides a wide range of products including linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical components [1] - The primary clientele consists of automation equipment manufacturers [1] Product Application - The company supplies some components to humanoid robot manufacturers, although this segment represents a relatively low proportion of its overall business, mainly involving linear motion parts and small mechanical components [1] Confidentiality Commitment - Due to confidentiality requirements, the company is obligated to maintain secrecy regarding all partners and related information, which limits the disclosure of specific details [1]

Core Viewpoint - The company, Yihua Da (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium battery, automotive, photovoltaic, industrial robotics, and semiconductors [1] Company Overview - The company provides a wide range of products including linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical components [1] - The primary clientele consists of manufacturers of automation equipment [1] Product Application - The company supplies some components to humanoid robot manufacturers, although this segment represents a relatively low proportion of its overall business, mainly involving linear motion parts and small mechanical components [1] Confidentiality Commitment - Due to confidentiality requirements, the company is obligated to maintain secrecy regarding all partners and related information, which limits the disclosure of specific details [1]

Core Viewpoint - The company, Yihua Da (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium batteries, automotive, photovoltaic, industrial robotics, and semiconductors [1] Group 1: Company Overview - The company provides a wide range of products including linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical products [1] - The primary clientele consists of manufacturers of automation equipment, indicating a focus on the automation sector [1] Group 2: Market Application - The products are mainly utilized in customized equipment and production lines, which makes it challenging for the company to penetrate end-user scenarios such as solid-state battery equipment [1] - The company also supplies products related to PCB testing probes, highlighting its involvement in the electronics testing segment [1]

Core Viewpoint - The company, Yihua (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium battery, automotive, photovoltaic, industrial robotics, and semiconductors [1] Group 1: Company Overview - Yihua provides a wide range of products including linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical components [1] - The primary clientele consists of manufacturers of automation equipment [1] Group 2: Industry Application - The company's products are utilized across multiple sectors such as 3C, lithium batteries, automotive, photovoltaic, industrial robotics, and semiconductors [1] - Yihua also supplies some components to smart grid manufacturers, although this segment represents a relatively low proportion of its overall business [1]