Group 1: Report Overview - Report research industry: Rubber products [2] - Report research company: Haida Co., Ltd. [17] - Research date: January 20, 2026 [17] Group 2: Research Institutions - Participating research institutions: CITIC Securities, Caitong Fund [2][18] Group 3: Company's Business Performance in 2025 - From January to September 2025, the company achieved an operating income of 2.667 billion yuan, a year - on - year increase of 13.43% [22] - The net profit attributable to shareholders of listed companies was 167 million yuan, a year - on - year increase of 42.99% [22] Group 4: Company's Future Business Strategy - The company will be based on a mid - to - high - end positioning, focusing on the two basic functions of rubber products: sealing and vibration reduction [22] - It will consolidate the business base in the automotive, rail transit, construction, and shipping fields and penetrate and extend new markets and products [22] - The company will seize development opportunities in industries such as new energy vehicles, energy storage, wind power, photovoltaics, hydrogen energy, liquid cooling, special rubber, and military industries, and make advance R & D layouts [22] Group 5: Company's Product Layout in New Fields - The company is actively researching and developing new - field products suitable for its development, such as those in the fields of commercial aircraft, robots, liquid cooling, space photovoltaics, and military industries [22] Group 6: Company's Overseas Layout - The Haida (Romania) factory has started production, mainly producing automotive roof (sunroof) seals [22] - The company will seize overseas market opportunities, expand the international market, and enhance its international competitiveness and brand influence [22] Group 7: Cooperation with Longi - Haida New Energy and Longi Green Energy have signed a "Long - term Purchase Agreement for Buckles" for photovoltaic buckle short - side frames [24] - The company's current production capacity can meet the supply demand and is prepared to expand production if the order demand increases [24]

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 ...

编号：2025-07 证券代码：300320 证券简称：海达股份 江阴海达橡塑股份有限公司投资者关系活动记录表 | 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： | | 参与单位名称及 | 华西证券 白宇 | | 人员姓名 | 华安基金 辛大伟 | | 时间 2025 | 年 12 月 3、4 日 | | 地点 | 公司会议室 | | 上市公司接待人 | 胡蕴新、姜松岐 | | 员姓名 | | | | 1、总体介绍公司业务板块情况。 | | | 2、请问今年经营情况及以后的业务展望： | | | 答：2025 年 1-9 月，公司实现营业收入 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 | | 投资者关系活动 | ...

Financial Performance - In the first nine months of 2025, the company achieved a revenue of 2.667 billion CNY, representing a year-on-year growth of 13.43% [2] - The net profit attributable to shareholders was 167 million CNY, reflecting a significant increase of 42.99% compared to the same period last year [2] Business Strategy - The company aims to focus on mid-to-high-end positioning, emphasizing rubber products for sealing and vibration reduction [2] - Plans to leverage multi-field support strategies and technological integration to strengthen its business in automotive, rail transit, construction, and shipping sectors [2] - The company is targeting emerging industries such as new energy vehicles, energy storage, wind power, photovoltaics, hydrogen energy, liquid cooling, and specialty rubber [2] Contractual Agreements - The subsidiary, Haida New Energy, signed a procurement framework contract with Anhui Sailaf Energy Co., Ltd., with an expected total procurement volume of 3.7 GW of supporting products by June 30, 2026 [3] - The newly developed short frame products for full-screen borders are recognized for their safety, reliability, and performance, enhancing customer acceptance [3] International Expansion - The overseas factory in Romania has commenced production, focusing on automotive roof (sunroof) sealing components [3]