证券代码：002703 证券简称：浙江世宝 公告编码：2025-037 浙江世宝股份有限公司 关于控股股东及其一致行动人权益变动 触及 1%整数倍的公告 公司控股股东浙江世宝控股集团有限公司保证向本公司提供的信息内容真 实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 浙江世宝股份有限公司（以下简称"浙江世宝"、"公司"）于 2025 年 8 月 29 日在巨潮资讯网（http://www.cninfo.com.cn）披露了《关于公司控股股 东减持股份预披露的公告》（公告编号：2025-036），公司控股股东浙江世宝控 股集团有限公司（以下简称"世宝控股"） 持有公司 A 股股份 287,110,598 股 （占公司总股本的比例为 34.90%），计划自披露之日起 15 个交易日后的 3 个月 内（即 2025 年 9 月 19 日至 2025 年 12 月 17 日，敏感期不减持）减持公司 A 股 股份合计不超过 16,452,647 股，不超过公司总股本的 2%。 公司于近日收到世宝控股的告知函，世宝控股于 2025 年 9 月 22 ...

| 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | | --- | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | | 181.99 | 2132.98 | 11.72 | -18.16 | 机构专用 | | 中信证券股份有限 公司浙江分公司 | | 120.00 | 1406.40 | 11.72 | -18.16 | 机构专用 | | 中信证券股份有限 | | | | | | | | 公司浙江分公司 | | 64.40 | 754.77 | 11.72 | -18.16 | 机构专用 | | 中信证券股份有限 | | | | | | | | 公司浙江分公司 | | 50.00 | 586.00 | 11.72 | -18.16 | 机构专用 | | 中信证券股份有限 | | | | | | | | 公司浙江分公司 | | 45.00 | 527.40 | 11.72 | -18.16 | 机构专用 | | 中信证券股份有限 | ...

机构专用席位买入额排名：宁德时代(4.42亿元)、长川科技(1.58亿元)、浙江世宝(9623.69万元)、海光信 息(3536.25万元)、东方盛虹(2997.86万元)、德尔玛(1497万元)、灿芯股份(1366.46万元)、汉马科技 (1069.9万元)、江波龙(718.62万元)、盟固利(675.9万元)、中际旭创(434.29万元)。 机构专用席位卖出额排名：宁德时代(4.42亿元)、柳工(593.8万元)、国瓷材料(509.18万元)、中际旭创 (434.29万元)、东华软件(206.89万元)。 今日(9月23日)A股共49只个股发生大宗交易，总成交15.71亿元，其中宁德时代、长川科技、浙江世宝 成交额居前，成交额依次为4.42亿元、1.58亿元、1.36亿元。 成交价方面，共13只股票平价成交，2只股票溢价成交，34只股票折价成交；振华科技、*ST正平溢价 率居前，溢价率依次为6.1%、5.6%；酉立智能、广立微、盟固利折价率居前，折价率依次为26.39%、 23.83%、21.63%。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 9月23日，浙江世宝收涨9.98%，收盘价为14.32元，发生32笔大宗交易，合计成交量1159.47万股，成交 金额1.36亿元。 第1笔成交价格为11.72元，成交17.10万股，成交金额200.41万元，溢价率为-18.16%，买方营业部为机 构专用，卖方营业部为中信证券股份有限公司浙江分公司。 第2笔成交价格为11.72元，成交34.00万股，成交金额398.48万元，溢价率为-18.16%，买方营业部为中 国中金财富证券有限公司深圳分公司，卖方营业部为中信证券股份有限公司浙江分公司。 第3笔成交价格为11.72元，成交44.60万股，成交金额522.71万元，溢价率为-18.16%，买方营业部为机 构专用，卖方营业部为中信证券股份有限公司浙江分公司。 第4笔成交价格为11.72元，成交64.40万股，成交金额754.77万元，溢价率为-18.16%，买方营业部为机 构专用，卖方营业部为中信证券股份有限公司浙江分公司。 第5笔成交价格为11.72元，成交38.40万股，成交金额450.05万元，溢价率为-18.16%，买方营业部 ...

9月23日，浙江世宝大宗交易成交1159.47万股，成交额1.36亿元，占当日总成交额的10.58%，成交价 11.72元，较市场收盘价14.32元折价18.16%。 ...

Core Viewpoint - The report highlights the AH premium rates of various companies, indicating significant discrepancies between their A-shares and H-shares, with Northeast Electric (00042) leading with a premium rate of 864.29% [1] AH Premium Rate Rankings - The top three companies with the highest AH premium rates are: - Northeast Electric (00042): 864.29% - Andeli Juice (02218): 227.40% - Hongye Futures (03678): 225.67% [1] - The bottom three companies with the lowest AH premium rates are: - Ningde Times (03750): -12.07% - Heng Rui Medicine (01276): -3.97% - Zijin Mining (02899): 4.14% [1] Deviation Value Rankings - The top three companies with the highest deviation values are: - Northeast Electric (00042): 74.37% - Changfei Optical Fiber (06869): 24.77% - Zhaoyan New Drug (06127): 22.94% [1] - The bottom three companies with the lowest deviation values are: - Longpan Technology (02465): -25.07% - Qin Port Shares (03369): -19.33% - COSCO Shipping Energy (01138): -15.04% [1] Detailed AH Stock Premium and Deviation Data - The report provides detailed tables showing the premium rates and deviation values for the top and bottom AH stocks, indicating significant variations in market perception and valuation between A-shares and H-shares [1][2]

Core Insights - The A-share market experienced a collective decline on September 23, with the automotive parts sector showing resilience and increasing in value [1] - The automotive parts ETF (562700) rose by 0.13% with a trading volume of 17.54 million yuan, leading its category [1] - Key stocks such as Xusheng Group, Yongding Co., and Dayang Motor reached their daily limit up, indicating strong market interest [1] Automotive Parts Sector - The automotive parts ETF tracks the CSI Automotive Parts Theme Index, which includes high-quality component manufacturers across various automotive systems [1] - The sector is benefiting from the trends of electrification and intelligence in the domestic automotive industry, suggesting significant growth potential [1] - Companies involved in robotics are increasingly integrating into the automotive parts sector, with humanoid robots seen as a "second curve" for automotive components [1]

Group 1 - Zhejiang Shibao (002703) saw a stock price increase of over 5%, reaching 5.22 HKD with a trading volume of 39.09 million HKD [1] - The company announced during an analyst meeting that it has strong technical reserves in steer-by-wire and rear-wheel steering, with multiple mainstream automakers already designated for these technologies [1] - The first mass production project for steer-by-wire is expected to begin in the second half of 2026, while the rear-wheel steering project is anticipated to start mass production in Q4 of this year [1] Group 2 - The steer-by-wire and rear-wheel steering products are primarily aimed at L3+ autonomous driving vehicles and high-performance luxury models, indicating high technical barriers and a broad market outlook [1] - CITIC Securities noted that regulatory focus on the safety of autonomous driving is increasing, leading to stricter requirements for L2-level assisted driving in both promotional and operational aspects [1] - It is expected that L3 will become the main upgrade direction for intelligent driving from Q4 2025 to 2026, with commercial solutions requiring high redundancy in system safety, which will significantly enhance the value of intelligent driving components [1]

Group 1 - Zhejiang Shibao (01057) saw a stock price increase of over 5%, closing at 5.22 HKD with a trading volume of 39.09 million HKD [1] - The company announced during an analyst meeting that it has strong technological reserves in steer-by-wire and rear-wheel steering, with multiple mainstream automakers already designated for these technologies [1] - The first mass production project for steer-by-wire is expected to begin in the second half of 2026, while the rear-wheel steering project is anticipated to start mass production in Q4 of this year [1] Group 2 - The steer-by-wire and rear-wheel steering products are primarily aimed at L3+ autonomous driving vehicles and high-performance luxury models, indicating high technical barriers and a broad market outlook [1] - CITIC Securities noted that regulatory focus on the safety of autonomous driving is increasing, leading to stricter requirements for L2 level assisted driving from promotion to operational aspects [1] - It is expected that L3 will become the main upgrade direction for intelligent driving from Q4 2025 to 2026, with commercial solutions requiring high redundancy for system safety, which will significantly enhance the value of intelligent driving components [1]

9月22日，浙江世宝大宗交易成交76.6万股，成交额900.05万元，占当日总成交额的2.64%，成交价11.75 元，较市场收盘价13.02元折价9.75%。 ...