据证券之星公开数据整理，近期海达股份（300320）发布2025年中报。截至本报告期末，公司营业总收 入17.65亿元，同比上升20.66%，归母净利润1.08亿元，同比上升40.16%。按单季度数据看，第二季度 营业总收入9.23亿元，同比上升15.25%，第二季度归母净利润5570.41万元，同比上升50.95%。本报告 期海达股份盈利能力上升，毛利率同比增幅0.51%，净利率同比增幅12.71%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率18.8%，同比增0.51%，净利率6.27%，同比增 12.71%，销售费用、管理费用、财务费用总计1.09亿元，三费占营收比6.16%，同比减3.68%，每股净资 产4.03元，同比增7.55%，每股经营性现金流0.37元，同比增229.35%，每股收益0.18元，同比增40.12% | 项目 | 2024年中报 | 2025年中报 D | | --- | --- | --- | | 营业总收入(元) | 14.63亿 | 17.65 Z | | 归母净利润(元) | 7730.72万 | 1.08亿 | | 扣非净利润(元) | 7596.91万 | ﮯ ...

Group 1: Business Performance and Outlook - The company reported normal growth in orders and revenue across its four main business areas: rail transit, automotive, construction, and shipping [1] - Significant revenue growth is noted in automotive sealing and vibration damping products [1] - The company aims to leverage its market advantages to penetrate new markets and products, particularly in the fields of new energy vehicles, energy storage, wind power, photovoltaics, and hydrogen energy [1] Group 2: Container Sealing Business - The container sealing business reached a historical high last year due to international political and economic changes, but current demand is fluctuating due to ongoing uncertainties [2] - Despite a decrease in revenue compared to last year, the container sealing business is expected to perform better than in 2022 and 2023, remaining at a historically high level [2] - The market for container sealing strips in the energy storage sector is rapidly growing [2] Group 3: Contractual Agreements and Product Development - The company signed a procurement framework contract with Anhui Sailaf Energy Co., Ltd., with an expected total procurement of 3.7GW of products by June 30, 2026 [2] - The newly developed short frame product aims to enhance safety and reliability, with features that improve light exposure and increase power generation [3] - The company has also signed a long-term procurement agreement with Longi Green Energy, indicating further recognition of its products [3] Group 4: Diversification and Market Position - The company possesses a high market share in various rubber product applications, allowing it to meet high technical standards and develop new products as per customer requirements [4] - The company is exploring opportunities in robotics and military sectors, leveraging its expertise in sealing and vibration damping materials [4]

Group 1: Company Overview and Product Range - The company focuses on the research and development of modified rubber and plastic materials, emphasizing sealing and vibration reduction functions across various industries [1] - Key application areas include rail transportation, automotive, construction, and shipping, with specific products such as tunnel sealing rubber, vehicle sealing components, and marine vibration parts [1][2] Group 2: Future Business Outlook - The company aims to strengthen its market position in the automotive, rail transportation, construction, and shipping sectors while exploring new markets and products [2] - There is a strategic focus on emerging industries such as new energy vehicles, energy storage, wind power, photovoltaics, and hydrogen energy to gain a competitive edge [2] Group 3: Contract with Sailaf Energy - The company’s subsidiary, Haida New Energy, signed a procurement framework contract with Anhui Sailaf Energy, with an expected total procurement volume of 3.7GW of products by June 30, 2026 [2] - The newly developed short-frame products are designed to enhance safety and reliability, with features that improve light exposure and increase energy generation [2]

Group 1 - The central government issued opinions to enhance and improve people's livelihoods, focusing on addressing urgent public concerns and promoting equitable, balanced, and accessible social services [2][3] - Key measures include removing household registration restrictions for social insurance participation, increasing minimum wage standards, and expanding the supply of affordable housing [2][3] - The National Bureau of Statistics reported a 0.4% month-on-month decline in the Producer Price Index (PPI) for May, with a year-on-year decrease of 3.3% [2] Group 2 - China's total goods trade value reached 17.94 trillion yuan in the first five months, a year-on-year increase of 2.5%, with exports at 10.67 trillion yuan (up 7.2%) and imports at 7.27 trillion yuan (down 3.8%) [3] - The Ministry of Industry and Information Technology and the Ministry of Civil Affairs announced a pilot program for intelligent elderly care service robots, aiming to enhance product design and safety for elderly users [3] - Beijing's commerce department launched a plan to expand fashion consumption, promoting cross-industry collaborations and cultural events to enhance the city's fashion image [3] Group 3 - The Shanghai Municipal Market Supervision Administration released an action plan to improve the business environment, focusing on optimizing market access for foreign enterprises [4] - The Shenzhen Stock Exchange announced adjustments to the Hong Kong Stock Connect eligible securities list, effective June 9, 2025 [4] Group 4 - The upcoming American Diabetes Association's annual meeting will showcase advancements in GLP-1 drugs, which are expected to lead the obesity treatment market [7] - The GLP-1 drug market is rapidly expanding into new therapeutic areas, indicating significant growth potential [7] Group 5 - The rare earth permanent magnet sector has seen a resurgence, with companies like Zhongke Magnetic and Jiuling Technology leading the gains [8] - The Ministry of Commerce emphasized compliance in rare earth export controls, which may boost demand for rare earth materials [8] Group 6 - Public funds have significantly increased their purchases of equity funds, with a total of 2.268 billion yuan in self-purchases reported as of June 9 [15] - Multiple Hong Kong innovative drug ETFs saw record trading volumes, indicating strong interest in the sector [16] - The Guangfa Hong Kong Innovative Drug ETF reached a trading volume of 6.996 billion yuan, marking a historical high [16]

Core Viewpoint - Haida Co., Ltd. (300320) announced that its subsidiary, Jiangyin Haida New Energy Materials Co., Ltd., has signed a sales framework contract with Anhui Sailaf Energy Co., Ltd. for a total procurement volume of 3.7 GW of full-screen edge frame products, effective from June 9, 2025, to June 30, 2026, which is expected to stabilize sales and positively impact future business expansion [1] Group 1 - The contract is a long-term sales agreement that will benefit the stable sales of the company's full-screen edge frame products [1] - The agreement is not expected to have a significant impact on the company's financial status for the current year [1] - The contract is anticipated to positively drive the company's future business development [1]