长江商报消息 ●长江商报记者张璐 汽车零部件公司长华集团（605018）(605018.SH)斩获新订单。 此外，长江商报记者注意到，长华集团持续加码研发夯实技术根基，2020年—2024年，公司研发投入累 计达到4.36亿元。截至2024年末，公司手握262项专利，其中发明专利37项。 再获8.1亿元项目定点 近日，长华集团发布公告，宣布公司已收到国内新能源车企的定点开发通知书，此次定点项目主要围绕 关键金属结构件展开，项目生命周期为4年，预计总销售金额高达8.1亿元，预计在2026年第三季度逐步 开始量产。 公告中，长华集团表示，随着再融资项目投产，公司积极开拓新能源客户，通过同步开发，获取了大量 优质主机厂定点。新工厂自动化程度高，具有较强竞争优势，同时根据新设备及产线布局，公司有能力 承接更多的汽车中大型总成件，为新产能放量及未来发展奠定基础。 回顾2025年以来，长华集团在定点项目方面收获颇丰。1月24日，公司公告收到国内某知名飞行汽车公 司的定点开发通知书，定点产品主要为关键结构件，该项目生命周期5年，预计生命周期总销售金额超 过1亿元。 3月27日，长华集团收到国内某客户的定点开发通知，定点产品 ...

Core Viewpoint - Longhua Group's 2024 annual report indicates a decline in revenue but a stable growth in profitability, driven by the optimization of market structure and expansion into the new energy sector [1][4]. Group 1: Financial Performance - The company achieved an operating revenue of 2.207 billion yuan, a year-on-year decrease of 8.88% [1]. - The net profit attributable to shareholders was 114 million yuan, reflecting a year-on-year increase of 4.08% [1]. - The net profit after deducting non-recurring items was 101 million yuan, up 3.37% year-on-year [1]. Group 2: New Energy Business - Longhua Group made significant progress in its new energy business, adding 77 new clients, including 11 major manufacturers and 66 secondary suppliers [4]. - Sales revenue from the new energy sector reached 386 million yuan, accounting for 17.49% of total operating revenue, marking it as a key growth driver [4]. - The company established stable partnerships with renowned automotive companies such as Honda, Volkswagen, and General Motors [4]. Group 3: Diversification Strategy - The company is actively pursuing a diversification strategy, exploring new applications for its products [5]. - In the carbon-ceramic brake system sector, Longhua has set up dedicated production lines and entered mass production, with products already applied to emerging domestic automotive brands [5]. - The company has delivered metal components for photovoltaic control modules to 13 clients and has entered mass production for over 40 types of metal structural components in the energy storage and battery pack sectors [5]. Group 4: Investment Projects and Capacity Expansion - Longhua Group is steadily advancing its fundraising projects, solidifying its business foundation [7]. - The company has completed its initial public offering fundraising projects, including the construction of an automotive stamping parts production base and a high-strength fasteners production line [7]. - The successful progress of these projects is expected to enhance the company's production capacity in the high-strength fasteners sector and support future market expansion [7].

客户结构优化，新能源业务持续高增： 新能源业务创新高，新能源汽车零部件销售收入约为3.86亿元，占营业收入的17.49%；燃油车 与新能源汽车共用产品的销售收入约为9.03亿元，占营业收入的40.92%。公司新增客户77家， 其中新增主机厂客户11家，二级配套客户66家。与本田、大众、通用、福特、吉利、奇瑞、长 城、上汽、日产、丰田等现有业务成熟客户保持稳定合作，同时拓展其他优势新增长点客户。 冲焊件业务盈利提升，带动总体毛利率上升： 未经许可，不得转载或者引用。 公司2024年毛利率实现13.49%，同比+0.76pct，其中冲焊件部分毛利率7.03%，同比+0.87%， 主要得益于成本控制的有效实施；紧固件部分毛利率24.47%，同比-0.55pct，主要是由于市场 需求变化所致。公司期间费用率为9.34%，同比+0.57%,主要系销售人员薪酬及业务招待费增 加。 | 投资要点 | | --- | 公告要点： 公司公布2024年年报及2025年一季报，2024年业绩符合预期，2025年一季报业绩低于预期。 2024年实现营业收入22.07亿元，同比-8.88%，归母净利润1.14亿元，同比+4.08%，扣 ...