Investment Rating - The report maintains a positive outlook on the mid-term market performance of the Beijing Stock Exchange, indicating a "structural opportunity" in the market [3][4]. Core Insights - The market showed resilience with a trading volume of 37.96 billion yuan on September 4, 2025, an increase of 5.94 billion yuan from the previous trading day. The North Exchange 50 Index closed at 1538.98, down 0.80%, with a PE_TTM of 75.35 times [1][7]. - Among the 274 companies listed on the North Exchange, 191 saw an increase in stock prices, while 82 experienced declines. The top five gainers included Hongyu Packaging, Tianhong Lithium, Lijia Technology, Runpu Food, and Hongzhi Technology, each rising by 30% or more [1][16]. - The report highlights the strong performance of specialized and innovative companies in the new energy materials sector, as well as the resilience of consumer service companies [3]. Summary by Sections Market Review - On September 4, 2025, the North Exchange A-share trading volume reached 37.96 billion yuan, up 5.94 billion yuan from the previous day. The North Exchange 50 Index closed at 1538.98, down 0.80%, with a PE_TTM of 75.35 times. The specialized and innovative index closed at 2666.79, down 1.16% [1][7]. Important News - The Ministry of Industry and Information Technology and the State Administration for Market Regulation announced an action plan to boost the electronic information manufacturing industry, aiming for a revenue growth rate exceeding 5% by 2026 and a server industry scale exceeding 400 billion yuan [2][19]. - The State Council aims for the sports industry to exceed 7 trillion yuan by 2030, fostering world-class sports enterprises and events [2][20]. Key Company Announcements - Haomiao Technology announced the acquisition of a patent for a high-flow multifunctional smoke exhaust device, enhancing its competitive edge [2][21]. - Biyang Technology announced the lifting of restrictions on 45,000 shares, accounting for 0.0261% of its total share capital [2][22]. - Boshun Biological reported using 16 million yuan of idle funds to purchase structured deposit products with an expected annual yield of 1.64% [2][23].

德邦证券股份有限公司 关于宁波舜宇精工股份有限公司 2025 年上半年度持续督导跟踪报告 根据《证券发行上市保荐业务管理办法》《北京证券交易所股票上市规则》 （以下简称"《上市规则》"）等有关法律法规、规范性文件等的规定，德邦证券 股份有限公司（以下简称"德邦证券"、"保荐机构"）作为宁波舜宇精工股份有 限公司（以下简称"公司"、"舜宇精工"）的保荐机构，负责公司的持续督导工 作，并出具 2025 年上半年度持续督导跟踪报告。 2025 年 1-6 月，公司与其控股子公司武汉舜宇通达汽车零部件有限公司（以 下简称"舜宇通达"）的少数股东武汉通诚达汽车零部件有限公司（以下简称"通 诚达"）发生资金往来情况如下： | 序号 | 关联方名称 | 金额（元） | 起始日 | 到期日 | 是否已偿还 | | --- | --- | --- | --- | --- | --- | | | 拆入 | | | | | | 1 | 通诚达 | 308,799.21 | 2024/12/31 | | 本期尚未偿还 - | | 项目 | 工作内容 | | --- | --- | | 1、公司信息披露审阅情况 | 保荐机构及时审阅了 ...

证券代码：831906 证券简称：舜宇精工 公告编号：2025-101 宁波舜宇精工股份有限公司 关于取得发明专利授权的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 基本情况 宁波舜宇精工股份有限公司全资子公司宁波舜宇贝尔机器人有限公司（以下 简称"舜宇贝尔"）于 2025 年 09 月 03 日收到中华人民共和国国家知识产权 局颁发的一项《发明专利证书》。具体情况如下： （一）发明名称：一种AGV设备的同步控制方法、系统、智能终端及存储 介质 专利号：ZL 2025 1 0733611.5 专利权人：宁波舜宇贝尔机器人有限公司 授权公告日：2025 年 09 月 02 日 授权公告号：CN 120263826 B 二、 对公司的影响 "一种 AGV 设备的同步控制方法、系统、智能终端及存储介质"发明专利的 取得有利于提升舜宇贝尔产品的自主知识产权优势，加强对知识产权的保护力度， 增强公司的核心竞争力，对公司未来的经营发展具有积极意义。 三、备查文件 《发明专利证书》（证书号：第 8212 ...

Market Overview - The automotive parts sector experienced a decline of 2.41% on September 4, with Shunyu Precision leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Notable gainers in the automotive parts sector included: - Shenglong Co., Ltd. (603178) with a closing price of 20.54, up 10.02% [1] - Chunxing Precision (002547) at 5.95, up 7.01% [1] - Patel (836871) at 19.10, up 6.17% [1] - Conversely, Shunyu Precision (831906) saw a significant decline of 13.18%, closing at 30.29 [2] - Other major decliners included: - Construction Industry (002265) down 10.00% [2] - Zhejiang Rongtai (603119) down 10.00% [2] Capital Flow - The automotive parts sector saw a net outflow of 4.24 billion yuan from institutional investors, while retail investors had a net inflow of 4.791 billion yuan [2][3] - The capital flow for specific stocks indicated: - New Spring Co., Ltd. (603179) had a net inflow of 252 million yuan from institutional investors [3] - Shenglong Co., Ltd. (603178) experienced a net outflow of 528 million yuan from retail investors [3]

Core Viewpoint - Sunyu Precision Engineering (舜宇精工) experienced a significant decline of 12.78% in its stock price, with a trading volume turnover rate of 35.14% and a total transaction value of 432 million yuan on the day of the report [2] Trading Activity Summary - The stock was listed on the龙虎榜 due to its high turnover rate, with a net selling amount of 17.029 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction value of 95.078 million yuan, with buying transactions amounting to 39.0246 million yuan and selling transactions totaling 56.0537 million yuan, resulting in a net selling of 17.029 million yuan [2] - The largest buying brokerage was Guojin Securities Co., Ltd. Shenzhen Branch, with a buying amount of 9.2908 million yuan, while the largest selling brokerage was Guotou Securities Co., Ltd. Xi'an Zhuque Street Branch, with a selling amount of 11.3759 million yuan [2] Historical Performance - Over the past six months, the stock has appeared on the龙虎榜 seven times, with an average price decline of 0.52% the day after being listed and an average decline of 1.75% over the following five days [2]

Market Overview - On September 3, the automotive parts sector declined by 1.62%, with Sunny Optical Technology leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Stock Performance - Notable gainers in the automotive parts sector included: - Spring High Precision (002547) with a closing price of 5.56, up 10.10% [1] - Huawai Technology (001380) at 27.15, up 10.01% [1] - Tianpu Co., Ltd. (605255) at 62.81, up 10.00% [1] - Other significant performers included: - Huayu Automotive (600741) at 20.80, up 4.58% [1] - Zhejiang Rongtai (603119) at 89.78, up 4.07% [1] Capital Flow - The automotive parts sector experienced a net outflow of 5.204 billion yuan from institutional investors, while retail investors saw a net inflow of 4.135 billion yuan [2] - Key stocks with significant capital flow included: - New Spring Co., Ltd. (603179) with a net inflow of 2.36 million yuan from institutional investors [2] - Fuyao Glass (600660) with a net inflow of 1.63 million yuan [2] - Spring High Precision (002547) had a net inflow of 92.148 million yuan from institutional investors [2]

New Stock Offerings - Fushun Special Steel (600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] - ST Tianmao (000627) has a cash option declaration period from September 15, 2025, to September 19, 2025[1] - Tianpu Co., Ltd. (605255) announced significant trading activity on September 3, 2025[1] Market Volatility - Kaipu Cloud (688228) reported severe abnormal fluctuations on August 30, 2025[1] - Xinhua Jin (600735) experienced significant trading activity on August 30, 2025[1] - ST Chuntian (600381) had notable trading activity on September 3, 2025[1] Other Notable Announcements - ST Er Ya (600107) reported trading activity on September 3, 2025[1] - Shanghai Electric Power (600021) had significant trading activity on September 3, 2025[1] - ST Gao Hong (000851) reported trading activity on September 3, 2025[1]

Investment Rating - The report indicates a positive outlook for the industry, suggesting a focus on high elasticity varieties and potential growth in specialized sectors [1][3]. Core Insights - The North Exchange A-shares saw a trading volume of 37.77 billion yuan on September 2, 2025, an increase of 9.73 billion yuan from the previous trading day, with the North Exchange 50 Index closing at 1574.88, up 0.40% [1][8]. - The specialized and innovative index closed at 2737.44, reflecting a 0.26% increase, indicating resilience in the market despite broader economic challenges [1][8]. - A total of 196 out of 274 companies listed on the North Exchange experienced price increases, highlighting a positive market sentiment [1][14]. Summary by Sections Market Review - The North Exchange A-shares trading volume reached 37.77 billion yuan, marking a significant increase of 9.73 billion yuan from the previous day [1][8]. - The North Exchange 50 Index recorded a closing price of 1574.88, with a PE_TTM of 77.14 times, while the specialized and innovative index closed at 2737.44 [1][8]. Stock Performance - Among the 274 companies, 196 saw their stock prices rise, with the top gainers being Hengjin Induction (30.0%), Hongyu Packaging (30.0%), and Shunyu Precision (21.1%) [1][14][16]. - Conversely, the top decliners included Gebijia (-7.6%) and Lierda (-4.9%), indicating a mixed performance across the board [1][14][15]. Important News - Mitsubishi Heavy Industries plans to double its gas turbine production capacity within two years due to rising global demand driven by equipment replacement cycles and data center construction [2][17]. - The new power system industry is entering a golden development period, with companies like CATL and Envision Technology actively positioning themselves despite existing challenges [2][18]. Company Announcements - Huiwei Intelligent announced the use of 33.55 million yuan of idle funds for cash management, with an unexpired balance of 90.22 million yuan, representing 36.17% of its net assets for 2024 [2][19]. - Forward Technology reported the purchase of structured deposit products with 15 million yuan of idle funds, expecting an annualized return of 0.70% to 1.25% [2][20]. - Hongyu Packaging triggered an abnormal trading fluctuation due to a cumulative price deviation of 68.93% over two trading days [2][21].

Group 1 - The core point of the news is that Shunyu Precision (831906) experienced a significant stock price increase of 21.14% on September 2, 2025, leading to its appearance on the trading leaderboard [1][3] - The total trading volume for Shunyu Precision on that day was 16.1993 million shares, with a total transaction value of 604 million yuan [1][2] - The top buying seat was from Guotou Securities Co., Ltd., which purchased shares worth 12.876 million yuan, while the top selling seat was from Dongfang Caifu Securities Co., Ltd., which sold shares worth 10.966 million yuan [1][2] Group 2 - The trading activity was characterized by a competitive buying and selling environment, with multiple securities firms participating in both buying and selling [2] - Notable buying firms included Huatai Securities and Dongfang Securities, with significant amounts of 11.802 million yuan and 9.766 million yuan respectively [2] - The selling activity was dominated by Dongfang Caifu Securities, which had multiple selling seats, indicating a strong presence in the market [2]

Market Overview - On September 2, the total trading volume of stocks on the Beijing Stock Exchange reached 1.639 billion shares, with a total transaction value of 37.801 billion yuan, an increase of 9.749 billion yuan compared to the previous trading day [1] - Among the tradable stocks, 196 stocks closed higher, accounting for 71.79% of the total, while 73 stocks closed lower [1] Stock Performance - Notable gainers included Shunyu Precision, which rose by 21.14%, YG Precision with a 20.06% increase, and Digital Human with a 19.55% rise [1] - Conversely, stocks that saw significant declines included Gebijia, down 7.59%, Luqiao Information, which fell by 6.70%, and Chuangyuan Xinke, down 5.12% [1] Trading Activity - A total of 134 stocks had transaction values exceeding 10 million yuan, with Rongyi Precision, Better Ray, and Shunyu Precision leading in transaction value at 1.002 billion yuan, 932.9 million yuan, and 603.6 million yuan respectively [1] - The trading activity was robust, with 60 stocks having a turnover rate exceeding 10%, and 15 stocks exceeding 20% [1] Key Stocks - Rongyi Precision closed at 28.31 yuan with a turnover rate of 41.51% and a transaction value of 1.001689 billion yuan [1] - Shunyu Precision had a closing price of 40.00 yuan, a significant increase of 21.14%, and a turnover rate of 48.82% [1] - Other notable stocks included YG Precision and Hengjin Induction, which also experienced substantial price increases [1][2]