年内频遭股东抛售的怡合达（301029），出现在了创业板指数样本股的调出名单上。 | | 调入名单 | | 调出名单 | | --- | --- | --- | --- | | 证券代码 | 证券简称 | 证券代码 | 证券简称 | | 300100 | 双林股份 | 300070 | 碧水源 | | 300255 | 常山药业 | 300212 | 易华录 | | 300432 | 富临精工 | 300390 | 天华新能 | | 300548 | 长芯博创 | 300595 | 欧普康视 | | 300718 | 长盛轴承 | 300761 | 立华股份 | | 300972 | 万辰集团 | 300776 | 帝尔激光 | | 301200 | 大族数控 | 301029 | 怡合达 | | 301611 | 珂玛科技 | 301267 | や厦服科 | 日前，深圳证券交易所及深圳证券信息有限公司发布公告，根据指数编制规则，将对深证成指、创业板指、深证100、创业板50等深市指数实施样本定期 调整。本次调整将于12月15日正式实施。 公开资料显示，东莞怡合达自动化股份有限公司于2021年7月23日上市， ...

Core Viewpoint - The company, Yihua (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium battery, automotive, photovoltaic, industrial robotics, and semiconductors [1] Group 1: Company Overview - Yihua provides a range of products including linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical components [1] - The company primarily serves manufacturers of automation equipment [1] Group 2: Industry Focus - As of the first three quarters of 2025, sales in the lithium battery sector accounted for approximately 22% of the company's total sales [1] - Key product categories supplied to the lithium battery industry include aluminum profiles and accessories, linear motion parts, and machined components [1]

Core Viewpoint - The company, Yihua Da (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium battery, automotive, photovoltaic, industrial robotics, and semiconductors [1] Group 1: Company Overview - The company provides a wide range of products including linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical components [1] - The company specializes in PEEK material-related products, which include PEEK resin flat washers, PEEK small diameter positioning columns, and PEEK resin rollers [1] Group 2: Industry Application - The products offered by the company are primarily aimed at automation equipment manufacturers [1] - The applications of these products span multiple industries, highlighting the company's versatility and market reach [1]

Core Viewpoint - The company, Yihua (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium battery, automotive, photovoltaic, industrial robotics, and semiconductors [1] Group 1 - The company's product offerings include linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical products [1] - As of the first three quarters of 2025, the sales proportion of the 3C mobile phone industry accounted for approximately 23%, primarily supplying linear motion parts, transmission components, and electronic and electrical products [1]

Core Viewpoint - The company, Yihua Da (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium battery, automotive, photovoltaic, industrial robotics, and semiconductors [1] Company Overview - The company provides a wide range of products including linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical components [1] - The primary clientele consists of automation equipment manufacturers [1] Product Application - The company supplies some components to humanoid robot manufacturers, although this segment represents a relatively low proportion of its overall business, mainly involving linear motion parts and small mechanical components [1] Confidentiality Commitment - Due to confidentiality requirements, the company is obligated to maintain secrecy regarding all partners and related information, which limits the disclosure of specific details [1]

Core Viewpoint - The company, Yihua Da (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium battery, automotive, photovoltaic, industrial robotics, and semiconductors [1] Company Overview - The company provides a wide range of products including linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical components [1] - The primary clientele consists of manufacturers of automation equipment [1] Product Application - The company supplies some components to humanoid robot manufacturers, although this segment represents a relatively low proportion of its overall business, mainly involving linear motion parts and small mechanical components [1] Confidentiality Commitment - Due to confidentiality requirements, the company is obligated to maintain secrecy regarding all partners and related information, which limits the disclosure of specific details [1]

Core Viewpoint - The company, Yihua Da (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium batteries, automotive, photovoltaic, industrial robotics, and semiconductors [1] Group 1: Company Overview - The company provides a wide range of products including linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical products [1] - The primary clientele consists of manufacturers of automation equipment, indicating a focus on the automation sector [1] Group 2: Market Application - The products are mainly utilized in customized equipment and production lines, which makes it challenging for the company to penetrate end-user scenarios such as solid-state battery equipment [1] - The company also supplies products related to PCB testing probes, highlighting its involvement in the electronics testing segment [1]

Core Viewpoint - The company, Yihua (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium battery, automotive, photovoltaic, industrial robotics, and semiconductors [1] Group 1: Company Overview - Yihua provides a wide range of products including linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical components [1] - The primary clientele consists of manufacturers of automation equipment [1] Group 2: Industry Application - The company's products are utilized across multiple sectors such as 3C, lithium batteries, automotive, photovoltaic, industrial robotics, and semiconductors [1] - Yihua also supplies some components to smart grid manufacturers, although this segment represents a relatively low proportion of its overall business [1]

Core Viewpoint - The company Yihua Da experienced a decline in stock price and significant changes in financing activities, indicating potential volatility in its market performance [1][2]. Financing Activities - On November 21, Yihua Da's stock fell by 1.22%, with a trading volume of 232 million yuan. The financing buy-in amount was 22.83 million yuan, while the financing repayment was 39.85 million yuan, resulting in a net financing outflow of 17.03 million yuan [1]. - As of November 21, the total financing and securities lending balance for Yihua Da was 399 million yuan, with the financing balance accounting for 2.50% of the circulating market value, which is above the 80th percentile of the past year [1]. - In terms of securities lending, Yihua Da repaid 2,600 shares and sold 7,200 shares on November 21, with a selling amount of 180,600 yuan. The remaining securities lending volume was 29,000 shares, with a balance of 727,600 yuan, also above the 50th percentile of the past year [1]. Company Overview - Yihua Da Automation Co., Ltd. is located in Dongguan, Guangdong Province, and was established on December 6, 2010. It was listed on July 23, 2021. The company specializes in the research, production, and sales of automation components, providing one-stop supply for factory automation parts [1]. - The main revenue components of Yihua Da include linear motion parts (34.61%), aluminum profiles and accessories (20.16%), machined parts (16.38%), transmission components (15.07%), electronic and electrical components (13.09%), and others (0.68%) [1]. Financial Performance - As of November 10, the number of shareholders for Yihua Da was 29,600, a decrease of 2.54% from the previous period. The average circulating shares per person increased by 2.61% to 15,603 shares [2]. - For the period from January to September 2025, Yihua Da achieved a revenue of 2.197 billion yuan, representing a year-on-year growth of 18.30%. The net profit attributable to the parent company was 417 million yuan, with a year-on-year increase of 27.16% [2]. - Since its A-share listing, Yihua Da has distributed a total of 781 million yuan in dividends, with 661 million yuan distributed over the past three years [2].

Core Insights - The stock of Yihua Da experienced a decline of 1.20% on November 14, with a trading volume of 164 million yuan. The financing data indicates a net purchase of 7.30 million yuan on that day, with a total financing balance of 400 million yuan, representing 2.32% of the circulating market value [1] Group 1: Financial Performance - For the period from January to September 2025, Yihua Da reported a revenue of 2.197 billion yuan, reflecting a year-on-year growth of 18.30%. The net profit attributable to the parent company was 417 million yuan, marking a 27.16% increase compared to the previous year [2] - Since its A-share listing, Yihua Da has distributed a total of 781 million yuan in dividends, with 661 million yuan distributed over the past three years [2] Group 2: Shareholder and Market Activity - As of October 20, 2025, the number of shareholders for Yihua Da was 30,400, a decrease of 4.32% from the previous period. The average circulating shares per person increased by 4.51% to 15,206 shares [2] - On November 14, Yihua Da's margin trading showed a total balance of 400 million yuan, which is above the 80th percentile of the past year, indicating a high level of margin activity [1]