上 市 公 司 家用电器 2026 年 03 月 02 日 华翔股份 (603112) ——25 年业绩快报点评：表现基本符合预期，Q4 业绩再 加速 | 报告原因：有业绩公布需要点评 | | --- | | 买入（维持） | | 市场数据： 2026 年 02 月 27 日 | | | --- | --- | | 收盘价（元） | 17.14 | | 一年内最高/最低（元） | 20.10/12.20 | | 市净率 | 2.1 | | 股息率%（分红/股价） | 1.94 | | 流通 A 股市值（百万元） | 8,659 | | 上证指数/深证成指 4,162.88/14,495.09 | | | 注："股息率"以最近一年已公布分红计算 | | -20% 0% 20% 40% 60% 02-27 03-27 04-27 05-27 06-27 07-27 08-27 09-27 10-27 11-27 12-27 01-27 02-27 华翔股份 沪深300指数 (收益率) 相关研究 证券分析师 刘正 A0230518100001 liuzheng@swsresearch.com 刘嘉玲 A023052 ...

格隆汇2月27日丨华翔股份(603112.SH)发布2025年度业绩快报，报告期内，公司财务状况良好，实现营 业总收入41.29亿元，较上年同期增加7.87%；实现归属于上市公司股东的净利润5.62亿元，较上年同期 增加19.38%。归属于上市公司股东的所有者权益为43.65亿元，较上年同期增加37.63%，主要系本期可 转债转股影响和利润增加所致。 报告期内，下游行业整体运行平稳，公司稳健经营，主业销量提升；同时，受益于产品结构优化与经营 效率改善，营业收入与利润率实现双增。分业务看，压缩机零部件业务机加工产能持续释放，"延链强 链"战略深入推进，盈利水平显著提升；汽车零部件业务通过整合华域合资公司新增产能，产销量逐季 爬坡；工程机械零部件业务受行业下行影响，销量短期承压。 ...

百达精工(603331.SH)现跌7.51%报19.7元，暂成交10亿元，最新市值39.8亿元；该股昨日盘中曾高见21.78元，股价创历史新高。百达精工发布异动公告，公 司关注到近期部分媒体将公司列为机器人概念股，前述概念所涉业务收入占公司营业收入比例极低，尚未实现规模化销售，公司目前主营业务为压缩机零部 件及汽车零部件的研发、生产和销售，主营业务未发生变化。公司股东杭州重湖拟自2026年2月26日至2026年5月25日通过集中竞价及大宗交易减持公司股份 404.35万股，占公司总股本的2%。上述减持计划尚未实施完毕。(格隆汇) ...

资料显示，浙江百达精工股份有限公司位于浙江省台州市台州湾新区海城路2399号，成立日期2000年8 月7日，上市日期2017年7月5日，公司主营业务涉及压缩机零部件和汽车零部件的开发、生产与销售。 主营业务收入构成为：压缩机零部件55.37%，汽车零部件41.44%，其他(补充)2.23%，其他0.96%。 从基金十大重仓股角度 数据显示，诺安基金旗下1只基金重仓百达精工。诺安多策略混合A（320016）四季度持有股数119.41万 股，占基金净值比例为0.41%，位居第二大重仓股。根据测算，今日浮亏损失约143.29万元。 诺安多策略混合A（320016）成立日期2011年8月9日，最新规模21.2亿。今年以来收益14.24%，同类排 名789/8889；近一年收益75.51%，同类排名337/8136；成立以来收益277%。 诺安多策略混合A（320016）基金经理为孔宪政。 截至发稿，孔宪政累计任职时间5年92天，现任基金资产总规模66.75亿元，任职期间最佳基金回报 109.38%， 任职期间最差基金回报-16.74%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点 ...

百达精工（603331）(603331.SH)发布股价异动公告称，公司关注到近期部分媒体将公司列为机器人概 念股，前述概念所涉业务收入占公司营业收入比例极低，尚未实现规模化销售，公司目前主营业务为压 缩机零部件及汽车零部件的研发、生产和销售，主营业务未发生变化。请广大投资者注意投资风险。 ...

智通财经APP讯，百达精工(603331.SH)发布股价异动公告称，公司关注到近期部分媒体将公司列为机 器人概念股，前述概念所涉业务收入占公司营业收入比例极低，尚未实现规模化销售，公司目前主营业 务为压缩机零部件及汽车零部件的研发、生产和销售，主营业务未发生变化。请广大投资者注意投资风 险。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603331 证券简称：百达精工 公告编号：2026-004 浙江百达精工股份有限公司 重要内容提示： ● 公司关注到近期部分媒体将公司列为机器人概念股，前述概念所涉业务收入占公司营业收入比例极 低，尚未实现规模化销售，公司目前主营业务为压缩机零部件及汽车零部件的研发、生产和销售，主营 业务未发生变化。 ● 公司最近一个交易日换手率达到37.42%、市盈率（TTM）达到60.37，高于前期水平，成交量放大， 公司股价短期波动幅度较大，敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 ● 经公司财务部门初步测算，预计2025年年度实现归属于母公司所有者的净利润-19,333万元左右，2025 年年度实现归属于母公司所有者的扣除非经常性损益的净利润-19,458万元左右，由盈转亏。 ● 公司股东杭州重湖私募基金管理有限公司－重湖－云树1号私募证券投资基金(以下简称"杭州重湖")自 2026年2月26日至2026年5月25日拟通过集中竞价及大宗交易减持公司股份4,043,512股，占公司总股本的 2.00%。上述减持计划尚未实施完毕。 ● 经公司自 ...

Group 1 - The stock of Baida Precision increased by 10%, reaching 21.78 CNY per share, with a trading volume of 147 million CNY and a turnover rate of 3.34%, resulting in a total market capitalization of 4.403 billion CNY [1] - Baida Precision, established on August 7, 2000, and listed on July 5, 2017, is located in Taizhou, Zhejiang Province, and specializes in the development, production, and sales of compressor components and automotive parts [1] - The revenue composition of Baida Precision includes 55.37% from compressor components, 41.44% from automotive parts, and 2.23% from other sources [1] Group 2 - Dongcai Fund holds a significant position in Baida Precision through its Dongcai Quantitative Selected Mixed A Fund (009840), which held 32,800 shares, accounting for 0.41% of the fund's net value, ranking as the fifth-largest holding [2] - The Dongcai Quantitative Selected Mixed A Fund was established on July 29, 2020, with a current scale of 77.6499 million CNY, achieving a year-to-date return of 12.35% and a one-year return of 23.71% [2] - The fund manager, Yang Luwei, has been in charge for 4 years and 347 days, with the fund's total asset scale at 2.01 billion CNY, achieving a best return of 151.58% and a worst return of -41.76% during his tenure [2]

Group 1 - The core point of the article is that Baida Precision (sh603331) reached its daily limit with a price of 15.63 yuan, marking a 9.99% increase and a total market capitalization of 3.16 billion yuan [1] - The stock's surge is attributed to improved performance, new business expansion, and speculative trading by retail investors [2] - The company's net profit for Q3 2025 increased by 178.85%, and cash flow grew by 247.87%, indicating enhanced operational efficiency despite a forecasted loss for the full year [2] Group 2 - Baida Precision is expanding into new business areas such as embodied intelligent robots, which may provide long-term growth opportunities and align with current technological trends [2] - The stock was actively traded on January 27-28, with significant retail investor participation, showing transaction volumes of 1.073 billion yuan and 737 million yuan respectively, contributing to the stock's price increase [2] - The general equipment sector, supported by market funds, may also have influenced Baida Precision's stock price surge [2]

Core Viewpoint - The company is expected to report a net loss of approximately 193 million yuan for the fiscal year 2025, indicating a decline compared to the previous year [1] Group 1: Financial Performance - The projected net profit attributable to the parent company for 2025 is around -193 million yuan, which represents a loss compared to the same period last year [1] - The expected net profit, excluding non-recurring gains and losses, is approximately -195 million yuan for the fiscal year 2025 [1] Group 2: Business Operations - The company's main operations in compressor components and automotive parts production remain stable [1] - The company's subsidiary's investment in a solar cell project has not yet commenced production, contributing to the financial outlook [1] Group 3: Industry Challenges - The solar industry continues to face multiple challenges, including overcapacity, supply-demand mismatches, and trade policies [1] - Rising prices of upstream raw materials in the second half of the year have put overall pressure on the industry chain prices [1] - The company has made provisions for asset impairment due to signs of impairment in related assets of its subsidiary [1]