（编辑 丛可心） 证券日报网讯 2月26日，浙江华远在互动平台回答投资者提问时表示，公司作为一家专注于定制化汽车 系统连接件的企业，核心业务聚焦于汽车领域。公司掌握先进的冷镦复合工艺技术，能够在低成本、高 效率的生产条件下实现精度高达0.005mm。公司相关产品尚未在人形机器人领域得以量产应用，建议投 资者合理控制风险。 ...

证券日报网讯2月25日，浙江华远（301535）在互动平台回答投资者提问时表示，根据中国证券登记结 算有限责任公司定期下发的《合并普通账户和融资融券信用账户前N名明细数据表》最新数据显示，截 至2026年2月13日收盘，公司股份持有人数7816户。 ...

证券日报网讯 2月24日，浙江华远在互动平台回答投资者提问时表示，截至2026年2月13日收盘，公司 股份持有人数7816户。 （文章来源：证券日报） ...

Core Viewpoint - Zhejiang Huayuan is a high-tech enterprise in the field of customized automotive connection components, showing strong growth potential through steady growth in its core businesses of special fasteners and seat locks, along with advancements in new energy and intelligent technology [1] Group 1: Business Overview - The company focuses on the research, production, and sales of customized automotive system connection components, with core products including special fasteners and seat locks, applicable in key areas such as vehicle body chassis, power systems, safety systems, and intelligent electronic systems [1] - Zhejiang Huayuan has established a comprehensive supply and sales service network for automotive fasteners and seat locks, with city service centers in Guangzhou, Shanghai, and Chongqing, an office in Singapore, and a dedicated delivery warehouse in Bulgaria [1] Group 2: Supply Chain Integration - The company is deeply integrated into the automotive parts supply chain, serving as a first-tier supplier to major automakers such as Volkswagen China, GAC Honda, Changan Mazda, Great Wall Motors, and Changan Ford [2] - In the lock business, products are supplied to brands like Lincoln, Cadillac, GAC Honda, SAIC General, Changan Ford, and Dongfeng Nissan through first-tier suppliers [2] - Zhejiang Huayuan is expanding its product boundaries into the new energy and intelligent automotive sectors, entering the supply chains of major domestic new energy vehicle manufacturers like NIO, Xpeng, GAC Aion, BYD, and Li Auto [2] Group 3: R&D and Product Development - The company has accumulated extensive R&D experience, with over 10 series of locks and more than 100 varieties currently in production, along with various technical reserves under development [3] - Products exceed industry standards in key performance indicators such as static strength, operational durability, lateral stiffness, and locking force, meeting the stringent requirements of leading automakers [3] - The company possesses high-precision processing capabilities of 0.01mm, utilizing combined processes like cold heading and machining for efficient production of screw and gear products [3] Group 4: Financial Performance - In the first three quarters of 2025, the company achieved total revenue of 541 million yuan, a year-on-year increase of 18.64%, and a net profit attributable to shareholders of 79 million yuan, up 29.30% year-on-year [4] - The shipment volume of aluminum alloy precision connection components for various sensors reached 10.86 million pieces in the first half of 2025, a year-on-year increase of 445% [4] - The company has completed investment in production lines for screw products and is progressing towards mass production, with new electric lock products already in mass production for brands like Xpeng and Dongfeng [4]

智通财经2月7日讯（记者 汪斌）汽车智能化与电动化浪潮之下，内饰功能升级与传感器用量激增，为上游连接件市场带来结构性机遇。作为汽车定制化连 接件领域的"隐形冠军"，浙江华远（301535.SZ）近几个月来产线满负荷运转，订单持续增长。 智通财经记者获悉，行业头部企业近期均产销两旺。国内汽车紧固件头部企业超捷股份（301005.SZ）相关人士对智通财经记者表示，目前公司主业订单情 况较好；长华集团（605018.SH）方面也对智通财经记者表示，公司紧固件业务的订单和客户都较为稳定，工厂每天两班倒、三班倒，平常加班较多。在"年 产20亿件汽车高强度紧固件生产线建设项目（一期）"投产前，长华集团的紧固件产能基本饱和，订单会看情况挑着接。据悉，公司年产20亿件汽车高强度 紧固件生产线建设项目于2024年12月量产，目前产能处于爬坡状态，整体产能利用率较高。 对于2026年的营收情况，公司预计仍可保持一定增长。如此积极的表态，似乎正显示出管理层对未来业绩增长的信心。这份信心究竟来源于哪？带着这样的 疑问，智通财经记者于近日调研走访了浙江华远。 年新增定点项目近千个，产能趋紧 "目前公司整体产能利用率在90%以上，相对比 ...

Investment Rating - The investment rating for the company is "Buy" (首次) [3] Core Views - The company focuses on customized automotive system connectors, primarily producing special fasteners and seat locks, which are widely used in various automotive systems [8][13] - The company has established strong partnerships with major automotive manufacturers and parts suppliers, positioning itself as a key supplier in the automotive fastener and seat lock market [13][14] - The company is actively expanding its product offerings into the new energy vehicle sector and automotive smart electronics, leveraging its R&D and production capabilities [14][15] - Continuous technological development and new product launches are expected to drive long-term business growth [15][16] Financial Data and Valuation - The company’s projected revenues for 2025-2027 are estimated at 784 million, 908 million, and 1,054 million yuan, with year-on-year growth rates of 15.0%, 15.9%, and 16.1% respectively [19] - The projected net profits for the same period are expected to be 111 million, 124 million, and 139 million yuan, with growth rates of 3.6%, 11.8%, and 12.2% respectively [19] - The company’s earnings per share (EPS) are projected to be 0.26, 0.29, and 0.33 yuan for 2025, 2026, and 2027 respectively [19] - The company’s gross margin is expected to remain stable around 30% for the forecast period [19][20] Business Highlights - The company has a strong customer base, being a first-tier supplier to major automotive manufacturers such as Volkswagen China and GAC Honda [14][13] - The company has a market share of approximately 7.45% in the national passenger car seat lock market as of 2023 [14] - The company’s precision components business has seen rapid growth, with a significant increase in the shipment of aluminum precision connectors [15] - The company is expanding its product lines to include electric locks and other innovative solutions for the automotive industry [18]

Group 1 - The core point of the article is that Zhejiang Huayuan reported a total of 8,414 shareholders as of the market close on February 10, 2026 [2]

Group 1 - The core point of the article is that Zhejiang Huayuan (301535) reported a total of 9,728 shareholders as of January 30, 2026 [1]

Group 1 - The core point of the article is that Zhejiang Huayuan (301535) reported a total of 9,728 shareholders as of the market close on January 30, 2026 [1]

Core Viewpoint - The recent performance reports from nine display-related companies indicate a mixed outlook, with some companies showing signs of recovery while others continue to face significant losses. Group 1: Company Performance - Shanshan Co., Ltd. expects a net profit of 400 million to 600 million yuan for 2025, marking a turnaround from losses in the previous year, driven by strong sales in its core anode materials and polarizer businesses [3][4]. - Longteng Optoelectronics anticipates a net loss of 193 million to 225 million yuan for 2025, citing a challenging market environment and increased competition in the small-sized display sector [5]. - Hehui Optoelectronics reported a total revenue of 550.07 million yuan for 2025, a 10.94% increase year-on-year, but still expects a net loss of 1.97 billion yuan, although this represents an improvement from the previous year's loss [6][8]. - AOC Technology forecasts a net loss of 630 million to 820 million yuan for 2025, with operational costs rising due to intensified competition and changes in the international trade environment [9][11]. - Weida Optoelectronics projects a net loss of 16 million to 20 million yuan for 2025, impacted by increased market competition and rising fixed costs from new production lines [12][13]. - Hanbo High-tech expects a net loss of 55 million to 90 million yuan for 2025, with increased manufacturing costs and depreciation affecting profitability [15][16]. - Jingce Electronics anticipates a net profit of 80 million to 90 million yuan for 2025, recovering from a loss of approximately 97.6 million yuan in the previous year, driven by growth in its semiconductor and display testing businesses [17][19]. - Chengzhi Co. predicts a net loss of 50 million to 100 million yuan for 2025, with a significant decline in profitability due to weak demand in the chemical sector [20][22]. - Honghe Technology expects a net profit of 50.5 million to 60.5 million yuan for 2025, but this represents a decline of 72.74% to 77.24% compared to the previous year, attributed to market fluctuations and increased costs [23][24].