转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院计算机仿真研究小组发布的《中国计算机仿真行业发展前景与投 资预测分析报告》 行业主要上市公司：华力创通(300045.SZ)、霍莱沃(688682.SH)、华如科技(301302.SZ)、坤恒顺维 (688283.SH)、视觉中国(000681.SZ)、康拓红外(300455.SZ)、捷安高科(300845.SZ)、永信至诚 (688244.SH)、经纬恒润(688326.SH)等。 本文核心数据：计算机仿真企业竞争格局，计算机仿真市场集中度 1、中国计算机仿真行业竞争梯队 从我国计算机仿真行业企业竞争格局来看，处于第一梯队的企业为航天智装、索辰科技等企业，其计算 机仿真业务营收大于3亿元，在计算机仿真行业多元化布局等方面具有一定优势。其次是华力创通、华 如科技等计算机仿真企业，业务营收在2-3亿元之间。最后是永信至诚等，业务营收在2亿元以下。 注：数据截止到2025年11月29日。 从代表性企业分布情况来看，我国计算机仿真代表企业分布在江苏、上海、北京、四川、河北等地，其 中北京的计算机仿真产业代表性企业较多。 3、中国计算机仿真行业竞争格局 2、中国 ...

Group 1 - Fuda Alloy's controlling shareholder Wang Dawu plans to reduce his stake by up to 3% of the company's total shares, amounting to a maximum of 406.34 million shares, due to personal funding needs [1] - ST Songfa's subsidiary signed contracts for the construction of 17 vessels, with a total contract value between 1.6 billion to 1.8 billion USD [2] - Pairui Co. signed a technical cooperation agreement with a university to develop large-capacity power semiconductor devices and related power electronic modules, effective for three years [3] Group 2 - Shuangliang Energy indirectly participates in commercial aerospace projects, supplying heat exchangers for SpaceX's fuel production system, with orders totaling approximately 1.39 million CNY [4] - Hangya Technology plans to issue convertible bonds to raise up to 600 million CNY for various projects, including an intelligent manufacturing base in Malaysia [5] - Yuhua Development is publicly selling assets with a base price of 251 million CNY for residential properties [6] Group 3 - Penghui Energy plans to invest 2.1 billion CNY in a new battery production project in Zhengyang County, Henan Province, focusing on high-performance battery products [7] - Haige Communication's shareholder Yang Haizhou intends to reduce his stake by up to 0.1624% of the company's total shares [8] - Yaoshi Technology's controlling shareholder pledged 5.13% of shares to repay loans, with a pledge period from February 10, 2026, to February 2, 2027 [9][10] Group 4 - Hanyu Pharmaceutical received FDA approval for its drug Acetate Glatiramer Injection, used for treating relapsing multiple sclerosis [11] - Baiyao Tai's GoliMab Injection received EMA approval for various indications, including rheumatoid arthritis and ulcerative colitis [12] - Jiangxi Tungsten Equipment plans to issue A-shares to raise up to 1.882 billion CNY for acquisitions [13] Group 5 - Hesong New Materials expects to recognize asset impairment provisions between 23.6 million to 28.5 million CNY for 2025 [14] - ST Meichen's subsidiary is involved in two major lawsuits with a total amount of approximately 31.9 million CNY [15] - China Coal Energy reported a 7.3% year-on-year decline in coal sales for January 2026, with total sales of 20.05 million tons [16] Group 6 - Yida Co. plans to adjust its epoxy propylene derivative project, reducing the total investment from 845 million CNY to 642 million CNY [17] - Fosun Pharma's subsidiary received approval for a clinical trial of HLX15-SC for multiple myeloma treatment [18][19] - Yinfeng Communication's board members and executives have terminated their share reduction plan [20] Group 7 - Huazhong High-tech has waived its preferential purchase rights for a fund, extending the investment period from three to four years [21] - Warner Pharmaceuticals plans to participate in a national drug procurement program, with expected sales of 176 million CNY [22] - Changling Hydraulic announced a tender offer to acquire 12% of its shares at a price of 35.82 CNY per share [23] Group 8 - ST Chuan Zhi's stock may face delisting due to financial data falling below regulatory thresholds [24] - Tian Pharmaceutical and its subsidiaries are participating in a national drug procurement program, with expected sales of 323 million CNY [25] - China Metallurgical Group signed new contracts worth 73.65 billion CNY in January 2026 [26] Group 9 - Torus plans to invest 21.2 million CNY in a venture capital fund focused on artificial intelligence [27] - Shangwei Co. received a government subsidy of 1.764 million CNY, representing 10.79% of its net profit for 2024 [28] - Hanghua Co. reported a 21.97% decline in net profit for 2025, with total revenue of 1.249 billion CNY [29] Group 10 - Huaxia Bank reported a 1.72% decline in net profit for 2025, with total revenue of 91.914 billion CNY [30] - Guotou Fengle plans to transfer 51% of its stake in Hubei Fengle Ecological Fertilizer to optimize management [31] - Huaru Technology is co-investing in a fund with a total commitment of 20 million CNY [32] Group 11 - Jindike reported a loss of 173 million CNY for 2025, despite a 40.13% increase in revenue [33] - Zhenong Co. announced a 0.52% increase in shares held by a major shareholder [34] - Maike Audi plans to recognize asset impairment provisions of approximately 52.55 million CNY [35] Group 12 - Fuan Pharmaceutical's subsidiary is expected to be selected for a national drug procurement program, with projected sales of 680 million CNY [36] - Rundu Co. is participating in a national drug procurement program, with some products expected to be selected [37] - Changqing Co. has postponed its large-scale die-casting project to March 2027 due to customer requirements [38] Group 13 - Pan Asia Micro透 received a patent for a graphene-based automotive headlight defogging device [39] - Luan An Huan Neng reported a 17.1% increase in raw coal production for January 2026, totaling 5 million tons [40] - Guangji Pharmaceutical received a drug registration certificate for Mecobalamin Tablets [41] Group 14 - Ruifeng New Materials announced the resignation of its deputy general manager for personal reasons [42] - Zhiguang Electric's subsidiary signed a procurement contract for energy storage equipment worth 210.4 million CNY [43] - Youyan Powder Materials reported a 19.41% increase in net profit for 2025 [44] Group 15 - Jincheng reported a 22.2% increase in net profit for 2025, with total revenue of 253 million CNY [46]

华如科技公告，公司与专业投资机构杭州科实股权投资有限公司及其他有限合伙人深圳产城创新发展研 究有限公司共同投资设立南京科实创业投资合伙企业(有限合伙)。认缴出资总额为5050万元，华如科技 以自有资金认缴出资2000万元，占认缴出资总额的39.60%。基金已于2025年12月5日完成工商注册手 续，并于2026年2月11日在中国证券投资基金业协会完成基金备案手续。 ...

证券代码：301302 证券简称：华如科技 公告编号：2026-002 北京华如科技股份有限公司 关于公司与投资机构共同投资设立基金的进展公告 北京华如科技股份有限公司（以下简称"公司"）于2025年11月25日召开第 五届董事会第十四次会议，以6票同意，0票反对，0票弃权的表决结果，审议通 过了《关于公司与投资机构共同投资设立基金的议案》。董事会同意在不影响公 司日常经营和发展、有效控制投资风险的前提下，公司作为有限合伙人与专业投 资机构杭州科实股权投资有限公司及其他有限合伙人深圳产城创新发展研究有 限公司共同投资设立南京科实创业投资合伙企业（有限合伙）并签署《南京科实 创业投资合伙企业（有限合伙）之合伙协议》。该合伙企业的认缴出资总额为人 民币5,050万元，其中公司拟以自有资金认缴出资2,000万元人民币，占认缴出资 总额的39.60%。具体内容详见公司于2025年11月25日在巨潮资讯网（http://www. cninfo.com.cn）披露的《关于公司与投资机构共同投资设立基金的公告》（公 告编号：2025-058）。 二、进展情况 1、2025年11月25日，公司与南京科实创业投资合伙企业（有限 ...

格隆汇2月11日丨华如科技(301302.SZ)在投资者互动平台表示，公司目前暂未报名参与2026年珠海航展 相关活动。 ...

Group 1 - The stock price of Huaru Technology has shown a fluctuating upward trend in the past week, closing at 24.70 yuan on February 10, 2026, with a daily increase of 1.44% and a cumulative increase of 5.56% over the last five trading days, outperforming the market and the defense industry sector [1] - On February 10, 2026, the net inflow of main funds was 8.2342 million yuan, while retail funds experienced a net outflow of 8.2352 million yuan, indicating intensified short-term capital competition [1] - The stock is currently oscillating near the middle track of the 20-day Bollinger Bands, with a resistance level at 28.02 yuan and a support level at 21.78 yuan, while the MACD histogram shows a narrowing of negative values, suggesting a recovery in short-term momentum [1] Group 2 - Huaru Technology's performance forecast for the fiscal year 2025 indicates a projected net loss of 180 million to 250 million yuan, representing a year-on-year reduction in losses by 29% to 49% compared to a loss of 354 million yuan in 2024 [2] - The reduction in losses is primarily attributed to the concentrated delivery of projects at the end of the 14th Five-Year Plan, which has driven revenue growth, alongside cost reduction and efficiency improvements through organizational optimization [2] - Despite a slight decline in new orders due to restrictions on military procurement networks, there are clear signs of marginal performance improvement, laying the groundwork for future profit recovery [2] Group 3 - Institutional outlook on Huaru Technology is generally neutral, with low frequency of institutional research and a predominant neutral rating [3] - Earnings forecasts indicate a projected net profit growth of 114.39% year-on-year for 2025, followed by a further increase of 103.92% in 2026, reflecting market optimism regarding order releases driven by the military industry’s 14th Five-Year Plan [3] - Guosheng Securities notes that the initiation of the new five-year plan and the centenary goal of military building are expected to support growth in military spending, suggesting an upward trend for the industry over the next three years [3]

Core Insights - The report highlights the growth and performance of the computer simulation industry in China, particularly focusing on the automotive sector and the financial results of key listed companies in 2025 [1][9]. Group 1: Market Size and Revenue - The global automotive computer simulation market and the Chinese automotive computer simulation market are significant, with major listed companies showing revenue growth in the first half of 2025 [1]. - Aerospace Intelligent Equipment reported the highest revenue among listed companies at 696 million yuan in 2025 [1]. Group 2: Business Revenue Stability - Most companies in the Chinese computer simulation industry, except for Huaru Technology, have stable revenue from their simulation business, with Aerospace Intelligent Equipment projected to generate 571 million yuan in 2024, the highest among listed firms [2]. Group 3: Profitability Metrics - There is a notable disparity in gross profit margins among leading companies in the computer simulation industry, with Suochen Technology achieving the highest margin at 71.77% in 2024, while Huaru Technology reported its first loss in recent years [4]. Group 4: Regional Business Distribution - The majority of companies in the computer simulation industry have a strong domestic presence, with revenue from domestic operations typically exceeding 80% [5].

证券日报网讯 2月3日，华如科技在互动平台回答投资者提问时表示，公司自主研发的测控数据处理系 统，测控信息源覆盖全面，支持光学测量、雷达测量、卫星定位、警戒/航管雷达等测控信息源；关于 订单的具体情况，按照规定公司对此类事项负有保密义务。 （文章来源：证券日报） ...

Industry Overview - The computer simulation industry in China has a limited number of listed companies, but the industry chain is extensive, with key players in the midstream segment including Huazhi Chuantong, Holiwo, and Huaru Technology [1] - The industry is expected to grow, with significant revenue contributions from various companies, particularly in the fields of military simulation, training, and digital transformation [16] Key Companies and Their Performance - Listed companies in the computer simulation sector include Huazhi Chuantong (5.64 billion), Holiwo (2.15 billion), Huaru Technology (1.57 billion), and others, with varying revenue performances [5][14] - The largest revenue-generating company in the sector is Langxin Information, with 1206.69 billion, followed by TCL Technology at 1359.43 billion [4] Business Focus and Strategies - Huazhi Chuantong aims to solidify its foundation in simulation testing and radar signal processing, focusing on domestic alternatives in the aerospace industry [16] - Holiwo is working to achieve international standards in simulation functionality and precision, while also integrating AI technology into its software [16] - Huaru Technology is leveraging military models for intelligent decision-making and virtual training applications [16] Market Dynamics - The computer simulation industry is characterized by a high concentration of business activities, with many companies having over 90% of their business focused on simulation [12] - The geographical distribution of representative companies is concentrated in regions like Beijing, Jiangsu, and Shanghai, with Beijing having the most significant number of companies [6] Revenue and Financial Metrics - The revenue from computer simulation business for major companies is generally below 3 billion, with notable exceptions like Aerospace Zhizhuang and Jiean Gaoke, which have higher revenues [14] - The gross profit margins for companies in the sector vary, with Jiean Gaoke achieving a margin of 1.84% [14] Future Outlook - The industry is expected to continue evolving with advancements in technology and increased demand for simulation solutions across various sectors, including defense and telecommunications [16] - Companies are focusing on enhancing their product offerings and expanding their market reach through strategic partnerships and technological innovations [16]

证券日报网讯1月28日，华如科技（301302）在互动平台回答投资者提问时表示，公司自主研发的测控 数据处理系统，测控信息源覆盖全面，支持光学测量、雷达测量、卫星定位、警戒/航管雷达等测控信 息源。 ...