Group 1 - The core viewpoint of the article is that Shuguang Co. has confirmed that its self-manufactured axles are used in the production of its vehicles [2] - The company indicated that specific production and sales data can be referenced in its monthly production and sales reports [2]

股票简称：曙光股份 证券代码：600303 编号：临 2026-005 辽宁曙光汽车集团股份有限公司 关于对外担保进展的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 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 担个别及连带责任。 重要内容提示： 被担保人名称：辽宁黄海汽车进出口有限责任公司（以下简 称"黄海进出口"）、丹东黄海特种专用车有限责任公司（以下简 称"黄海特种车"）和丹东曙光新福业汽车销售服务有限公司（以 下简称"曙光新福业"），黄海进出口和黄海特种车为辽宁曙光汽 车集团股份有限公司（以下简称"公司"）的全资/控股子公司，曙 光新福业为公司全资子公司丹东曙光汽车贸易有限责任公司（以下 简称"曙光汽贸"）的全资子公司。截至2025年9月30日，黄海进 出口资产负债率超过70%、黄海特种车和曙光新福业的资产负债率 均未超过70%。 本次担保金额及已实际为其提供的担保余额： 1、本次公司为黄海进出口提供担保金额不超过300 万元最高额 保证担保。截至本公告披露日，公司及下属子公司已实际为黄海进 出口提供的担保金额为9,390万元（含本次），担保债务余额3,148 万元（ ...

股票简称：曙光股份 证券代码：600303 编号：临 2026-004 辽宁曙光汽车集团股份有限公司 2026 年 1 月产销数据快报如下： 单位：辆 | | | 产品名称 | | 月度对比 | | | 年度对比 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本月 | 去年同期 | 增减% | 本年累计 | 去年累计 | 增减% | | | | 客车 | 5 | 0 | - | 5 | 0 | - | | | | 皮卡 | 264 | 30 | 780.00% | 264 | 30 | 780.00% | | 产 | 整车 | 特种车 | 12 | 2 | 500.00% | 12 | 2 | 500.00% | | 量 | | 合计 | 281 | 32 | 778.13% | 281 | 32 | 778.13% | | | | 其中：新能源客车 | 5 | 0 | - | 5 | 0 | - | | | 其他 | 客车非完整车辆 | 0 | 0 | - | 0 | 0 | - | | | 汽车零 | 车桥（支） | ...

Core Viewpoint - Shuguang Co., Ltd. reported a total of 48 vehicle sales and 281 vehicle production in January 2026, indicating a significant decline in sales compared to the previous year [1] Group 1: Sales Performance - The cumulative vehicle sales for January 2026 were 48 units, representing a year-on-year decrease of 44.19% [1] - The sales of new energy buses amounted to 5 units, whereas there were no sales in the same period last year [1] Group 2: Production Metrics - The total vehicle production for January 2026 reached 281 units [1]

Core Viewpoint - The commercial vehicle sector experienced a decline of 2.31% on February 2, with Jianghuai Automobile leading the drop, while the Shanghai Composite Index fell by 2.48% and the Shenzhen Component Index decreased by 2.69% [1] Group 1: Market Performance - The closing price of Jianghuai Automobile was 52.51, down by 4.00%, with a trading volume of 489,500 shares and a transaction value of 2.61 billion [2] - The commercial vehicle sector saw a net outflow of 182 million in main funds, while retail investors contributed a net inflow of 40.3 million [2][3] - Key stocks in the commercial vehicle sector showed varied performance, with Jinlong Automobile increasing by 3.99% to a closing price of 17.22, while other companies like China National Heavy Duty Truck and FAW Jiefang saw declines of 2.01% and 2.31% respectively [1][2] Group 2: Fund Flow Analysis - Main funds showed a net inflow of 23.30 million into Jinlong Automobile, while there was a significant outflow from China National Heavy Duty Truck amounting to 20.77 million [3] - Retail investors had a net inflow of 211.62 million into Jinlong Automobile, contrasting with outflows from other companies like Ankai Bus and Dongfeng Motor [3] - The overall sentiment in the commercial vehicle sector indicates a mixed response from different types of investors, with main funds generally withdrawing while retail investors showed some interest [2][3]

Group 1: Earnings Forecast - The company expects a net profit attributable to shareholders of the parent company for 2025 to be between -300 million and -360 million yuan [3][5] - The expected net profit after deducting non-recurring gains and losses is projected to be between -305 million and -365 million yuan [3][5] - The forecast period for the earnings is from January 1, 2025, to December 31, 2025 [4] Group 2: Previous Year Performance - In the previous year, the total profit was -347.94 million yuan, with a net profit attributable to shareholders of the parent company at -340.82 million yuan [7] - The net profit after deducting non-recurring gains and losses for the previous year was -341.08 million yuan [7] - The earnings per share for the previous year was -0.50 yuan [8] Group 3: Reasons for Expected Loss - The company's main business includes automobile manufacturing and parts, facing intensified market competition, leading to lower production and sales volumes than expected [9] - The company anticipates credit impairment losses of approximately 30 million yuan and asset impairment losses of about 20 million yuan, totaling around 50 million yuan, which is an increase of approximately 34 million yuan year-on-year [9] - The company aims to focus on strategic markets both domestically and internationally, emphasizing product innovation and cost control to improve operational performance [9] Group 4: Judicial Enforcement of Shares - The company announced that a director's shares, totaling 3,605,978 shares (0.53% of total shares), will be subject to judicial enforcement due to a civil loan dispute [11][12] - The director, Mr. Jia Muyun, holds a total of 9,864,801 shares, all of which are currently frozen [11] - The execution will occur through centralized bidding, with the execution period starting after the freeze status is lifted [12]

Core Viewpoint - The company Shuguang Co., Ltd. (600303.SH) expects a net loss attributable to shareholders of the parent company for the year 2025, ranging from -300 million to -360 million yuan [1] Group 1: Financial Performance - The expected net profit after deducting non-recurring gains and losses for 2025 is projected to be between -305 million and -365 million yuan [1] - The anticipated credit impairment loss for 2025 is approximately 30 million yuan, while asset impairment losses on certain inventories and fixed assets are expected to total around 20 million yuan, leading to a combined increase of about 34 million yuan year-on-year [1] Group 2: Business Challenges - The main reasons for the expected loss include intensified market competition affecting the company's main business of automotive complete vehicles and axle and components, resulting in production and sales volumes not meeting expectations [1] - The existing gross profit is insufficient to cover fixed costs and expenses due to the underperformance in vehicle production and sales [1]

股票简称：曙光股份 证券代码：600303 编号：临 2026-003 辽宁曙光汽车集团股份有限公司 关于董事持股将被司法强制执行的提示性 公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、 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 担个别及连带责任。 近日，辽宁曙光汽车集团股份有限公司（下称"公司"或"曙光 股份"）收到天津市滨海新区人民法院（下称"滨海法院"）的《执 行裁定书》和《协助执行通知书》〔（2025）津 0116 执 22652 号〕， 获悉公司董事贾木云先生持有的 3,105,978 股和 500,000 股曙光股份 股票（合计 3,605,978 股，占公司总股本的 0.53%）将被司法强制执 行。现将相关情况公告如下： 1 被司法强制执行的股份均来源于二级市场集中竞价交易方式取得，执 行方式为集中竞价交易，执行期间为变更冻结状态成功后 7 个交易 日。 二、其他相关说明及风险提示 1、本次减持是司法强制执行导致的，股份变动时间、价格及数 量均存在不确定性，是否能够按期实施完成亦存在不确定性，实际变 动情况以最终法院执行为准，公司将持续关注该事项的进展，依法履 ...

Financial Performance - The company expects a net profit attributable to shareholders of the parent company for 2025 to be between -300 million and -360 million RMB, which is comparable to the previous year's net profit of -340.82 million RMB [2][4]. - The estimated net profit after deducting non-recurring gains and losses for 2025 is projected to be between -305 million and -365 million RMB [2][6]. - The total profit for the previous year was -347.94 million RMB, with a net profit attributable to shareholders of the parent company at -340.82 million RMB [8]. Impairment Losses - The company plans to recognize credit impairment losses of approximately 30 million RMB and asset impairment losses of about 20 million RMB, totaling around 50 million RMB, which is an increase of approximately 34 million RMB year-on-year [10]. Business Strategy - The company’s main business includes complete vehicles and axle components, facing intensified market competition, leading to lower-than-expected production and sales volumes [10]. - The company aims to focus on product innovation and intelligent upgrades while controlling costs and improving efficiency to achieve sustainable development [10].

Core Viewpoint - The company, Shuguang Co., anticipates a net loss attributable to shareholders of the parent company for the fiscal year 2025, estimated between 300 million to 360 million yuan [1] Group 1: Financial Performance - The main business of the company includes automobile manufacturing and the production of axles and components [1] - Due to intensified market competition, the company's production and sales volume of complete vehicles did not meet expectations, leading to existing gross profits being insufficient to cover fixed costs [1] - The company expects to recognize credit impairment losses of approximately 30 million yuan for the fiscal year 2025, in accordance with accounting standards and prudence considerations [1] Group 2: Asset Impairment - The company plans to recognize asset impairment losses of about 20 million yuan on certain inventories and fixed assets, totaling approximately 50 million yuan, which is an increase of about 34 million yuan year-on-year [1] - This increase in asset impairment is also a significant factor contributing to the anticipated loss for the period [1]