FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 浙江世寶股份有限公司 本月底法定/註冊股本總額： RMB 822,632,384 呈交日期: 2025年8月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01057 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 216,785,000 | RMB | | | 1 RMB | | 216,785,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 216,785,000 | RMB | | | 1 RMB | ...

Core Viewpoint - The article highlights the performance of Zhejiang Shibao Co., Ltd., which has a significant A/H share premium and is recognized as a leading enterprise in the automotive steering system industry in China [1][2]. Company Overview - Zhejiang Shibao Co., Ltd. was established in 1984 and focuses on the research, development, manufacturing, and sales of automotive steering system products [1]. - The company was recognized as a "leading enterprise in the automotive steering gear industry" by the China Association of Automobile Manufacturers in 2009 and has been a key participant in setting steering gear standards in China [1]. - It has been awarded the title of "one of the top 100 excellent automotive parts suppliers in the country" for several consecutive years [1]. Business Strategy - The company adheres to a business philosophy of "pragmatism and innovation," continuously introducing advanced technologies and production testing equipment [1]. - It gathers domestic and international experts, technical talents, and management elites to enhance its operational capabilities [1]. - The implementation of lean production management aims to provide high-quality products and excellent services to both domestic and international customers [1]. Market Position - Zhejiang Shibao aims to develop into an internationally recognized brand in automotive steering systems and to become a long-term trusted partner for many well-known automobile manufacturers globally [1].

金融界消息 截至2025年7月29日收盘，浙江世宝（002703）报收于12.79元，下跌0.47%，换手率 2.07%，成交量12.14万手，成交金额1.54亿元。 资金流向方面，今日主力资金净流出1681.10万元，占比成交额10.89%。其中，超大单净流出646.02万 元、占成交额4.18%，大单净流出1035.07万元、占成交额6.7%，中单净流出流出1312.87万元、占成交 额8.5%，小单净流入2993.97万元、占成交额19.39%。 浙江世宝最新一期业绩显示，截至2025一季报，公司营业总收入7.18亿元、同比增长45.47%，归属净利 润4873.50万元，同比增长123.77%，扣非净利润4515.73万元，同比增长121.54%，流动比率1.807、速动 比率1.400、资产负债率39.09%。 天眼查商业履历信息显示，浙江世宝股份有限公司，成立于1993年，位于金华市，是一家以从事汽车制 造业为主的企业。企业注册资本82263.2384万人民币，实缴资本82263.2384万人民币。公司法定代表人 为张世权。 通过天眼查大数据分析，浙江世宝股份有限公司共对外投资了6家企业，参与招投 ...

7月29日，上证指数涨0.33%，收报3609.71点，恒生指数跌0.15%，收报25524.45点。 本文源自：金融界 作者：行情君 资料显示，浙江世宝股份有限公司创建于1984年。自成立以来,公司一直致力于汽车转向系统产品的研 发、制造和销售。2009年被中国汽车工业协会认定为"中国汽车零部件转向器行业龙头企业",是中国转 向器标准制定的主要参与者,连续多年被评为"全国百家优秀汽车零部件供应商"。公司坚持"求实创 新"的经营理念,不断引进先进技术和生产检测设备,聚集国内外专家、技术人才和管理精英。推行精益生 产管理模式,以领先的技术和精湛的工艺,为国内外客户提供优质的产品和优良的服务。努力将"世宝"发 展成为汽车转向系统的国际优秀品牌,成为全球众多知名汽车制造商长期可信赖的合作伙伴。 *注：AH股是指同时在A股和港股上市的公司，溢价（A/H）越大，说明H股相比A股越便宜。 浙江世宝AH溢价达162.98%，位居AH股溢价率第七位。当日收盘，浙江世宝A股报12.79元，跌幅 0.47%，H股报5.32港元，下跌1.48%。 ...

证券代码：002703 证券简称：浙江世宝 公告编码：2025-031 浙江世宝股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 浙江世宝股份有限公司（以下简称"浙江世宝"、"公司"）于 2025 年 4 月 9 日通过第八届董事会书面议案以及第八届监事会书面议案审议通过了《关于使 用部分闲置募集资金进行现金管理的议案》，同意公司在确保不影响募集资金投 资项目建设使用及公司正常生产经营的情况下，使用最高额度不超过人民币 8,000 万元的闲置募集资金购买安全性高、流动性好的投资产品（包括但不限于 协定存款、结构性存款、定期存款、通知存款、大额存单等）。在上述额度内， 资金可滚动使用。使用期限为自董事会批准之日起不超过 12 个月。董事会授权 公司管理层在授权额度和期限内行使现金管理投资决策权并签署相关合同文件， 具体事项由公司财务管理部门负责组织实施。具体内容详见公司 2025 年 4 月 10 日在巨潮资讯网（www.cninfo.com.cn）的信息披露。 近日，公司使用部分暂时闲置募集资金购买的理财 ...

Summary of Conference Call Industry Overview - The conference primarily focused on the autonomous driving and automotive industry, discussing recent trends and competitive dynamics within the sector [1][2]. Key Insights - **Price Competition**: The industry is experiencing a new wave of price competition driven by technological advancements and promotional activities from major players like Changan and Geely. This includes significant discounts and promotional events aimed at boosting sales [1][2]. - **Market Dynamics**: The competition is attributed to a mature supply chain and strong product competitiveness, leading companies to vie for market share to ensure long-term survival and growth [2]. - **Sales Impact**: There is a concern regarding the impact of price competition on component manufacturers, as the overall automotive sector and supply chain are currently in a relatively subdued state [3]. - **Differentiation Strategy**: Companies are encouraged to focus on differentiating their customer base and product offerings to avoid endless price wars. Key factors include brand building, vehicle design, and technological capabilities [4]. Component Industry Insights - **Opportunities in Component Supply**: The increasing penetration of advanced driver-assistance systems (ADAS) presents opportunities for component suppliers. The demand for mid-range and high-end ADAS features is expected to grow rapidly [5][6]. - **User Acceptance**: Consumer acceptance of advanced features, even in lower-priced models, indicates a trend towards higher adoption of sophisticated technologies [7]. - **Technological Advancements**: The industry is witnessing rapid advancements in algorithms and hardware, particularly in chip technology, which is crucial for enhancing the performance of autonomous driving systems [9][10]. Future Trends - **High-Level Autonomous Driving**: The industry is moving towards higher levels of automation (L3), with significant improvements expected in user experience and system capabilities by mid to late 2023 [8][9]. - **Robotics and Commercial Applications**: The focus on robotics, particularly in commercial vehicles, is gaining traction, with companies exploring autonomous solutions in logistics and mining sectors [16][17]. - **Regulatory Changes**: Upcoming regulations mandating advanced safety features in commercial vehicles are anticipated to drive growth in the sector [34]. Company-Specific Insights - **Growth Strategies**: Companies are expanding their customer base and product lines, with notable growth in areas such as electric vehicle components and advanced braking systems [31][32]. - **Market Positioning**: Companies like YN Technology are positioned to benefit from new regulations and increasing demand for advanced safety features in commercial vehicles [34]. - **Product Development**: Continuous innovation in product offerings, such as lightweight components and integrated systems, is crucial for maintaining competitive advantage [39][40]. Conclusion - The autonomous driving and automotive industry is at a pivotal moment, characterized by intense competition, rapid technological advancements, and evolving consumer preferences. Companies that focus on differentiation, innovation, and strategic partnerships are likely to thrive in this dynamic environment [19][20].

浙江世宝股份有限公司（以下简称"浙江世宝"、"公司"）于 2025 年 6 月 19 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：2025-025），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 295,336,898 股（占 公司总股本的比例为 35.90%），计划自披露之日起 15 个交易日后的 3 个月内 （即 2025 年 7 月 10 日至 2025 年 10 月 7 日）减持公司 A 股股份合计不超过 8,226,323 股，不超过公司总股本的 1%。 2025 年 7 月 10 日世宝控股以集中竞价方式减持公司 A 股股份 3,261,700 股，占公司总股本的 0.40%。有关详情可参见公司于 2025 年 7 月 12 日在巨潮资 讯网（http://www.cninfo.com.cn）披露的《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》（公告编号：2025-029）。 公司于近日收到世宝控股的《股份减持计划实施完成的告知函》，截至本公 告披露日，本次减持 ...

| 权 | | | | | --- | --- | --- | --- | | 有限售条件股份 | 19,793,685 2.41% | 19,793,685 | 2.41% | | 合计持有股份 321,728,478 | 39.11% | 318,466,778 | 38.71% | | 其中：无限售条件股 | | | | | 份 | | | | | 有限售条件股份 | 19,793,685 2.41% | 19,793,685 | 2.4% | | 注：上表中若出现总数与各分项数值之和尾数不符的情况，均为四舍五入原因造成 | | | | | 的。 | | | | | 证券代码：002703 | 证券简称：浙江世宝 公告编码：2025-029 | | | | | 是√ 否□ | | | | 公司于 2025 | 年 6 月 19 日在巨潮资讯网披露了《关于 | | | | 公司控股股东减持股份预披露的公告》（公告编号： | | | | | 本次变动是否为履行 | 2025-025），控股股东世宝控股计划自披露之日起 | | 15 | | 已作出的承诺、意 | 个交易日的 3 个月内减持公司 股股份合计不超 ...

证券代码：002703 证券简称：浙江世宝 公告编码：2025-029 浙江世宝股份有限公司 公司于近日收到世宝控股告知函，世宝控股于 2025 年 7 月 10 日以集中竞价 方式减持公司 A 股股份 3,261,700 股，占公司总股本的 0.40%。本次权益变动后， 世宝控股及其一致行动人合计持有公司 A 股股份 318,466,778 股，占公司总股本 比例由 39.11%变动为 38.71%，持股比例变动触及 1%整数倍。 | 1．基本情况 | | | | | --- | --- | --- | --- | | 信息披露义务人 | 浙江世宝控股集团有限公司 | | | | 住所 | | 浙江省义乌市稠江街道西江雅苑南区 | 26 幢 1 号 | | 权益变动时间 | 2025 年 7 月 10 日 | | | | 股票简称 | 浙江世宝 | 股票代码 | 002703 | | 变动类型（可多选） | 增加□ 减少√ | 一致行动人 | 有√ 无□ | | 是否为第一大股东或实际控制人 | | 是√ | 否□ | 现将有关情况公告如下： 1 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 ...

Group 1: Macro Strategy and Policy Analysis - The "Beautiful America Act" emphasizes tax cuts for residents and businesses while neglecting social welfare and healthcare sectors [3][21] - The rising U.S. fiscal deficit is attributed to the shift from "balanced finance" to "functional finance," driven by slowing economic output and increasing government spending [3][21] - Support for the new act is divided among social groups, with small business owners and manufacturers in favor, while healthcare and clean energy sectors express dissatisfaction [3][22] - The market's reaction to the fiscal deficit has become "dull," indicating that the narrative around the impact of the deficit on broad national credit has lessened [3][24] Group 2: Industry Insights and Company Analysis - Zhejiang Shibao is a leading player in the automotive steering system industry, focusing on electric power steering systems and line control steering technology [9][32] - The company has seen a recovery in gross margin and net profit due to increased production capacity and the introduction of high-margin products [9][34] - Forecasts for Zhejiang Shibao's revenue from 2025 to 2027 are projected at 35.1 billion, 43.7 billion, and 52.0 billion CNY, with net profits expected to grow significantly [9][36] - Zhonggu Logistics is experiencing high demand in the container shipping market, with domestic shipping rates expected to rise due to capacity shortages [16][39] - The company is projected to maintain high dividend payouts, with a forecasted dividend ratio of 90% in 2025, resulting in a dividend yield of around 10% [16][40] Group 3: Pharmaceutical Developments - BeiGene's CDK4 inhibitor BGB-43395 is on track to become the second CDK4 inhibitor to enter the registration clinical phase, showing promising early efficacy signals [11][41] - The drug demonstrates higher selectivity compared to existing CDK4/6 inhibitors and has shown strong pharmacokinetic data [11][42] - Revenue forecasts for BeiGene from 2025 to 2027 are estimated at 375.17 billion, 450.24 billion, and 540.34 billion CNY, with significant growth in net profit anticipated [11][43]