江阴海达橡塑股份有限公司投资者关系活动记录表 编号：2026-01 | 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 | 中信证券 财通基金 | | 时间 | 2026 年 1 月 20 日 | | 地点 | 公司会议室 | | 上市公司接待人 | 钱振宇---董事长、总经理 | | 员姓名 | 胡蕴新---董事、副总经理、董事会秘书 | | | 吴纪高---海达新能源总经理 | | | 1、总体介绍公司业务板块情况。 | | | 2、请问 2025 年经营情况及以后的业务展望： | | | 答：2025年公司生产经营正常，其中 1-9月实现营业收入 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 ...

Core Viewpoint - Lianrui New Materials has shown significant stock performance with a year-to-date increase of 12.10% and a notable rise of 22.56% over the past 20 trading days, indicating strong market interest and potential growth in the inorganic filler and particle carrier industry [1][2]. Group 1: Stock Performance - As of January 20, Lianrui New Materials' stock price reached 69.60 CNY per share, with a market capitalization of 16.806 billion CNY [1]. - The stock has experienced a 14.36% increase over the last five trading days and a 20.62% increase over the last 60 days [1]. - The company reported a net outflow of 20.16 million CNY in principal funds, with significant buying activity from large orders [1]. Group 2: Financial Performance - For the period from January to September 2025, Lianrui New Materials achieved a revenue of 824 million CNY, reflecting a year-on-year growth of 18.76% [2]. - The net profit attributable to shareholders for the same period was 220 million CNY, marking a 19.01% increase compared to the previous year [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 42.50% to 11,000, while the average circulating shares per person decreased by 29.82% to 22,029 shares [2]. - The company has distributed a total of 381 million CNY in dividends since its A-share listing, with 242 million CNY distributed over the last three years [3]. - Notable changes in the top ten circulating shareholders include the entry of Hong Kong Central Clearing Limited and the exit of certain funds [3].

Core Viewpoint - The stock of Zhongyeda has shown a positive trend with a year-to-date increase of 9.26%, reflecting strong market interest and performance in the electrical equipment sector [1][2]. Group 1: Stock Performance - As of January 20, Zhongyeda's stock price increased by 2.09% to 10.27 CNY per share, with a trading volume of 1.25 billion CNY and a turnover rate of 3.08%, resulting in a total market capitalization of 55.92 billion CNY [1]. - The stock has experienced a 7.54% increase over the last five trading days, a 12.61% increase over the last 20 days, and a 10.55% increase over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Zhongyeda reported a revenue of 8.343 billion CNY, representing a year-on-year growth of 0.61%, while the net profit attributable to shareholders was 181 million CNY, marking a significant increase of 29.37% [2]. - The company has distributed a total of 1.669 billion CNY in dividends since its A-share listing, with 626 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Zhongyeda decreased by 17.03% to 27,800, while the average circulating shares per person increased by 20.53% to 14,331 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 7.1799 million shares, an increase of 2.324 million shares from the previous period, while Guangfa Multi-Factor Mixed Fund has entered as a new shareholder with 3.1196 million shares [3].

Group 1 - The core viewpoint of the news is that Kobot's stock has experienced fluctuations, with a recent decline of 2.04% and a total market value of 32.434 billion yuan [1] - Kobot's main business involves the research, production, and sales of automotive electronic products, with 96.77% of its revenue coming from automotive parts [1] - As of September 30, Kobot reported a revenue of 4.997 billion yuan for the first nine months of 2025, representing a year-on-year growth of 16.96%, and a net profit of 646 million yuan, up 6.55% year-on-year [2] Group 2 - Kobot has distributed a total of 1.251 billion yuan in dividends since its A-share listing, with 707 million yuan distributed over the past three years [3] - As of September 30, 2025, Kobot had 13,300 shareholders, an increase of 17.18% from the previous period, while the average number of circulating shares per person decreased by 14.35% [2] - The top ten circulating shareholders of Kobot include notable entities such as Xingquan Huitai Mixed A and Hong Kong Central Clearing Limited, with both experiencing a reduction in shares compared to the previous period [3]

Group 1 - The core viewpoint of the news is that Jiewate Microelectronics Co., Ltd. has shown fluctuations in its stock price and significant changes in its shareholder structure, reflecting both market activity and company performance [1][2][3]. Group 2 - As of January 20, Jiewate's stock price decreased by 2.04% to 45.23 CNY per share, with a total market capitalization of 20.368 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 4.14%, but a decline of 1.84% over the last five trading days and an 18.84% decrease over the last 60 days [1]. - Jiewate's main business involves the research and sales of analog integrated circuits, with a revenue composition heavily weighted towards power management chips, accounting for 93.09% of total revenue [2]. - For the period from January to September 2025, Jiewate achieved a revenue of 1.942 billion CNY, representing a year-on-year growth of 63.01%, while the net profit attributable to shareholders was -460 million CNY, showing a year-on-year increase of 9.29% [2]. - As of September 30, 2025, the number of shareholders increased by 12.90% to 12,400, while the average circulating shares per person decreased by 11.43% to 21,255 shares [2]. - The top ten circulating shareholders include notable funds such as the Harvest Shanghai Stock Exchange Sci-Tech Innovation Board Chip ETF and new entrants like the Nuoan Pioneer Mixed A fund [3].

Core Viewpoint - KedaLi's stock price has shown fluctuations, with a recent decline of 2.02% and a total market capitalization of 45.393 billion yuan, while the company has experienced a year-to-date stock price increase of 4.59% [1] Financial Performance - For the period from January to September 2025, KedaLi achieved a revenue of 10.603 billion yuan, representing a year-on-year growth of 23.41%, and a net profit attributable to shareholders of 1.185 billion yuan, reflecting a growth of 16.55% [2] Shareholder Information - As of September 30, 2025, KedaLi had 21,400 shareholders, a decrease of 4.91% from the previous period, with an average of 9,210 circulating shares per shareholder, which is an increase of 5.31% [2] - The company has distributed a total of 1.312 billion yuan in dividends since its A-share listing, with 1.022 billion yuan distributed over the past three years [3] Major Shareholders - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 7.7715 million shares, an increase of 1.128 million shares from the previous period [3] - Other notable shareholders include QuanGuo XuYuan Mixed A and HuaXia Energy Innovation Stock A, with varying changes in their holdings [3] Business Overview - KedaLi, established on September 20, 1996, and listed on March 2, 2017, specializes in the research and manufacturing of precision structural components, with lithium battery structural components accounting for 96.52% of its revenue [1]

Group 1 - The core viewpoint of the news is that Wanliyang's stock has shown positive performance with a 5.14% increase year-to-date and significant trading activity on January 19, 2025 [1][2] - As of January 19, 2025, Wanliyang's stock price reached 10.02 CNY per share, with a market capitalization of 13.152 billion CNY and a trading volume of 222 million CNY [1] - The company reported a revenue of 4.201 billion CNY for the period from January to September 2025, a year-on-year decrease of 2.14%, while the net profit attributable to shareholders increased by 32.58% to 341 million CNY [2] Group 2 - Wanliyang's main business involves the research, production, and sales of automotive transmissions and other auto parts, with 89.64% of its revenue coming from this segment [2] - The company has distributed a total of 2.079 billion CNY in dividends since its A-share listing, with 525 million CNY distributed in the last three years [3] - As of September 30, 2025, the number of shareholders decreased by 5.86% to 37,000, while the average circulating shares per person increased by 6.23% to 35,421 shares [2]

Core Viewpoint - Fute Technology has shown significant stock price growth in early 2025, with a notable increase in revenue and net profit, indicating strong business performance in the electric vehicle sector [2]. Group 1: Stock Performance - As of January 19, Fute Technology's stock price increased by 21.29% year-to-date, with a 11.23% rise over the last five trading days and a 22.08% increase over the last 20 days [2]. - The stock price reached 48.65 CNY per share, with a market capitalization of 7.561 billion CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Fute Technology achieved a revenue of 2.559 billion CNY, representing a year-on-year growth of 116.31%, and a net profit attributable to shareholders of 137 million CNY, up 65.94% [2]. - The company's main business revenue composition includes 95.68% from new energy vehicle products, 2.45% from technical services, 1.69% from non-vehicle new energy products, and 0.18% from other sources [2]. Group 3: Shareholder Information - As of January 9, 2025, the number of shareholders for Fute Technology was 10,200, a decrease of 4.25% from the previous period, while the average circulating shares per person increased by 4.44% to 10,962 shares [2]. - The company has distributed a total of 1.9983 million CNY in dividends since its A-share listing [3]. Group 4: Institutional Holdings - As of September 30, 2025, notable changes in institutional holdings include the exit of several funds from the top ten circulating shareholders, indicating potential shifts in investor sentiment [3].

Core Viewpoint - Jiangte Electric's stock has shown fluctuations with a recent increase of 2.02%, while the company faces challenges with a decline in net profit despite revenue growth [1][2]. Group 1: Stock Performance - As of January 19, Jiangte Electric's stock price reached 10.09 yuan per share, with a market capitalization of 17.217 billion yuan [1]. - The stock has increased by 3.59% year-to-date, but has decreased by 2.89% over the last five trading days [1]. - The company experienced a 9.44% increase in stock price over the last 20 days, while the 60-day change was a modest 2.75% [1]. Group 2: Financial Performance - For the period from January to September 2025, Jiangte Electric reported a revenue of 1.432 billion yuan, reflecting a year-on-year growth of 14.62% [2]. - The net profit attributable to shareholders was a loss of 113 million yuan, which represents a 37.31% decrease compared to the previous year [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased to 222,500, marking an 8.82% rise [2]. - The average number of circulating shares per shareholder decreased by 8.11% to 7,666 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 7.3554 million shares [3].

Core Viewpoint - Ampelon's stock price has shown a positive trend since its listing, with significant increases in revenue and net profit year-on-year, indicating strong business performance and investor interest [1][2]. Group 1: Stock Performance - On January 19, Ampelon saw a 2.00% increase in stock price, reaching 146.08 CNY per share, with a trading volume of 210 million CNY and a turnover rate of 2.48%, resulting in a total market capitalization of 14.375 billion CNY [1]. - Year-to-date, Ampelon's stock price has risen by 8.37%, with a 1.81% increase over the last five trading days and a 27.55% increase over the last 20 days, although it has decreased by 1.96% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Ampelon reported a revenue of 862 million CNY, representing a year-on-year growth of 30.27%, and a net profit attributable to shareholders of 73.1285 million CNY, which is a 17.20% increase compared to the previous year [2]. Group 3: Shareholder Information - As of December 31, the number of Ampelon's shareholders increased to 24,600, a rise of 29.05%, while the average number of circulating shares per person decreased by 22.51% to 2,387 shares [2]. - After its A-share listing, Ampelon has distributed a total of 52.2287 million CNY in dividends [3]. - Among the top ten circulating shareholders, notable changes include a decrease in holdings by Penghua Carbon Neutral Theme Mixed A and Yongying Advanced Manufacturing Intelligent Selection Mixed A, while new entries include several funds from Jingshun Longcheng [3].