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Group 1: Research Basic Information - The research object is Feilong Co., Ltd., belonging to the automotive parts industry, and the reception time was May 20, 2025. The listed company's reception staff included Deputy General Manager and Board Secretary Xie Guolou, and Securities Affairs Representative Xie Kun [17] Group 2: Detailed Research Institutions - The reception object type is investment company, and the institution is Danshuiquan Investment. The relevant personnel are Lü Peijin and Liu Yaoyang [20] Group 3: Company Overview - Feilong Automobile Parts Co., Ltd. was founded in 1952 and has a history of over 70 years. It is a listed company dedicated to thermal management system solutions. Its development is divided into two stages. Before 2017, it focused on R & D, production, and sales of automotive thermal management component products. Since 2017, it has expanded into non - automotive fields. It has a national - level enterprise technology center and four R & D centers. Its products are sold nationwide and exported to regions such as the Americas, Europe, and Southeast Asia, serving over 200 domestic and foreign customers and more than 300 factory bases globally [22] Group 4: Investor Interaction Q&A - Each new energy vehicle generally requires about 2 - 5 electronic water pumps, mainly used in the motor, electronic control, and battery of the vehicle [23] - The customers of the company's new energy thermal management integrated module products include Chery, Li Auto, SAIC, and Voyah, and some projects have been mass - produced [24] - The company has formed a professional technical and marketing team for the server liquid - cooling field, supplying electronic water pumps and temperature control valve series products, with some projects in mass supply. There are also projects in communication for thermal management integrated module products [25] - The company's business in the robot parts field is still in the R & D stage, with uncertainties [26] - On May 14, 2024, China and the United States announced a significant reduction in bilateral tariff levels. The company's export volume to the US market in 2024 accounted for about 10% of its revenue, and the current tariffs have little impact on the company's overall operation. The company is taking measures such as promoting the construction of the Thai production base and deepening the international market diversification strategy [27] - The company's competitive advantages in the civilian field include a first - mover advantage with nearly 10 years of experience, over 100 ongoing projects, and some mass - produced; a customer advantage with over 70 customers; and application scenario expansion in multiple thermal management - related fields [29]

1. Reported Industry Investment Rating - No relevant content provided 2. Core View of the Report - The report mainly presents the results of the institutional research on Bohai Automobile, including the company's cooperation products, R & D achievements, financial status, and future development plans [23][24][25] 3. Summary According to the Table of Contents 3.1 Research Basic Situation - The research object is Bohai Automobile, belonging to the automotive parts industry. The reception time was May 20, 2025. The listed company's reception staff included the vice - chairman and general manager Zhao Jicheng, independent director Fan Xiaohua, financial director She Changcheng, and board secretary Yuan Chunhui [16] 3.2 Detailed Research Institutions - The reception object was investors participating in Bohai Automobile's 2024 annual and Q1 2025 performance briefing, and the type was "other" [19] 3.3 Research Institution Proportion - No relevant content provided 3.4 Main Content Data - **Cooperation Products**: The subsidiary Bohai Piston supplies pistons for BAIC BluePark's Xiangjie extended - range version and Scania; the subsidiary Binzhou Lightweight supplies body shock towers and other products for some BAIC BluePark ARCFOX models and shock towers and body longitudinal beams for BAIC BluePark Xiangjie, and supplies hybrid cylinder blocks for enterprises such as Chery, BYD, and BAIC Powertrain [23][24][30] - **R & D Achievements**: In 2024, Bohai Piston focused on the design and R & D of high - end commercial vehicle pistons and marine - electric pistons. The designed explosion pressure of forged steel pistons reached 29 MPa, and the multi - position remelting technology was first applied in engineering. The project "Key Technologies and Industrialization of High - Thermal - Efficiency Engine Pistons" won the second - class prize of the Science and Technology Award of the Chinese Society of Internal Combustion Engines. Binzhou Lightweight successfully developed and mass - produced Xiangjie's longitudinal beams and shock towers and developed hybrid cylinder blocks [25][26] - **Financial Status**: As of the end of March 2025, the total number of shareholders was 38,119. In Q1 2025, the net profit attributable to shareholders of the listed company was 556,800 yuan [26][32] - **Future Plans**: In 2025, the company will focus on the main business and advantageous fields, invest resources in the R & D and product iteration of piston products and lightweight business, control costs, optimize the asset structure, and promote the new - energy transformation of the lightweight business. The company announced a 2025 valuation improvement plan, aiming to enhance the company's investment value through various measures [27][28] - **Project Progress**: The high - end high - power piston project has completed project establishment, equipment bidding, and procurement. Five out of six production lines have been调试 completed, and one is being调试. The German subsidiary BTAH entered bankruptcy proceedings on April 19, 2025, and is no longer included in the company's consolidated statements [30]

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