证券之星消息，9月11日汽车服务板块较上一交易日上涨0.61%，浩物股份领涨。当日上证指数报收于 3875.31，上涨1.65%。深证成指报收于12979.89，上涨3.36%。汽车服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000757 | 浩物股份 | 5.89 | 2.61% | 26.48万 | | 1.53亿 | | 300825 | 阿尔特 | 11.59 | 2.57% | 15.18万 | | ● 1.73亿 | | 600676 | 交运股份 | 5.91 | 2.07% | - 19.30万 | | 1.12亿 | | 301215 | 中汽股份 | 6.46 | 1.25% | 10.95万 | | 6990.09万 | | 600822 | 上海物贸 | 12.19 | 0.83% | 9.41万 | | 1.13亿 | | 838030 | 德众汽车 | 7.70 | 0.26% | 4.47万 | | 3430.91万 | ...

Core Viewpoint - The article discusses the recent meeting held by the Ministry of Industry and Information Technology (MIIT) regarding the preparation of the "14th Five-Year" plan, emphasizing the importance of industrial and information technology development in China and the need for collaboration among enterprises to address new challenges and opportunities in the upcoming "15th Five-Year" period [1][3][5]. Group 1: Meeting Highlights - The meeting included representatives from major companies such as Sinopec, Angang Steel, and Xiaomi, who reported positive overall production and operational conditions since the "14th Five-Year" period, with significant advancements in technological innovation and digital transformation [1][3]. - Participants highlighted that the "15th Five-Year" period is crucial for accelerating new industrialization, while also acknowledging the new challenges that the industry faces [3][5]. Group 2: Key Recommendations - Attendees suggested focusing on strengthening core technology research, enhancing the resilience of supply chains, and promoting high-end, intelligent, and green development during the "15th Five-Year" period [3][6]. - There was a consensus on the need to eliminate irrational competition and to support orderly overseas expansion of industries [3][6]. Group 3: Government's Role - MIIT Minister Li Lecheng stated that the ministry is working to regulate irrational competition in key sectors like new energy vehicles and photovoltaics, with initial successes reported [5][6]. - The ministry plans to enhance legislation in critical areas such as telecommunications and motor vehicles, and to support industry associations in maintaining market order [5][6]. Group 4: Future Directions - The article emphasizes the importance of high-quality strategic planning to guide the development of industrial and information technology, leveraging China's market advantages and talent pool [5][6]. - There is a call for increased investment in technological innovation and the establishment of innovation consortia to tackle national technology challenges [6].

Core Viewpoint - China National Machinery Industry Corporation (Sinomach) aims to enhance the investment value of its listed companies and strengthen investor returns as a long-term commitment, focusing on effective market value management tools to create a cluster of leading companies with strong core competitiveness [1][2]. Group 1: Strategic Focus Areas - Sinomach will concentrate on five key areas: improving the quality of listed companies, enhancing capital operations, increasing reform efforts, ensuring standardized operations, and actively returning value to investors [1][2]. - The group plans to gather high-quality resources towards its listed companies and support them in capital operations that enhance investment value [1][2]. Group 2: Market Value Management - Sinomach currently controls 11 listed companies, with a total market value increase of 17.5% as of June 2025 compared to the end of 2022, surpassing the growth of relevant indices [2][3]. - The group has established a value management mechanism that integrates market value management into the performance assessment of company leaders, reinforcing positive incentives [2][3]. Group 3: Company-Specific Initiatives - China Electric Power Research Institute reported a share increase of 6.57 million shares, representing 1.62% of its total shares, with a total investment exceeding 140 million yuan, while maintaining a cash dividend ratio above 42% since its listing [3][4]. - China National Heavy Duty Truck Group is focusing on strategic emerging industries and future industries, particularly in high-end equipment manufacturing and new materials [4][5]. - Sinomach Precision Engineering is targeting future potential businesses in the bearing sector, particularly for commercial aerospace and humanoid robots, aiming to create new profit growth points within 3-5 years [5][6]. Group 4: Financial Performance and Shareholder Returns - Sinomach Automotive has implemented a mid-term dividend plan, ensuring that cash distributions will not be less than 35% of net profit attributable to shareholders from 2025 to 2027 [6]. - YTO Group has distributed a total of 1.473 billion yuan in dividends since its A-share listing, with a planned dividend of 337 million yuan for 2024 [6].

Market Overview - On September 5, the automotive service sector rose by 1.07%, with Dezhong Automobile leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Performance - Dezhong Automobile (code: 838030) closed at 8.20, with a gain of 6.08% and a trading volume of 171,500 shares, amounting to a turnover of 138 million yuan [1] - Haowu Co. (code: 000757) closed at 4.97, up 5.74%, with a trading volume of 241,800 shares and a turnover of 118 million yuan [1] - Other notable performers include: - Alter (code: 300825) at 11.55, up 1.94% [1] - Zhongqi Co. (code: 301215) at 6.29, up 1.78% [1] - Beiba Media (code: 600386) at 4.61, up 1.54% [1] Capital Flow - The automotive service sector experienced a net outflow of 30.02 million yuan from institutional investors, while retail investors saw a net inflow of 3.89 million yuan [2] - Notable capital flows include: - Guoji Automobile (code: 600335) with a net outflow of 21.63 million yuan from institutional investors [3] - China Automotive Research (code: 601965) with a net inflow of 6.71 million yuan from institutional investors [3] - Shanghai Wumao (code: 600822) faced a significant net outflow of 33.29 million yuan from institutional investors [3]

Market Overview - On September 4, the automotive service sector declined by 0.12%, with China Automotive Research 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 included: - Dezhong Automobile (Code: 838030) with a closing price of 7.73, up 6.04% [1] - Shenping Holdings (Code: 600653) with a closing price of 2.15, up 2.38% [1] - Haowu Co. (Code: 000757) with a closing price of 4.70, up 1.29% [1] - Notable decliners included: - China Automotive Research (Code: 601965) with a closing price of 17.54, down 1.35% [2] - Alter (Code: 300825) with a closing price of 11.33, down 1.13% [2] - Shanghai Material Trade (Code: 600822) with a closing price of 12.50, down 0.48% [2] Capital Flow - The automotive service sector experienced a net outflow of 28.43 million yuan from institutional investors and 16.64 million yuan from retail investors, while retail investors saw a net inflow of 45.07 million yuan [2] - The detailed capital flow for key stocks showed: - Shenping Holdings had a net outflow of 16.82 million yuan from institutional investors [3] - China Automotive Research had a net inflow of 8.57 million yuan from institutional investors [3] - Alter experienced a significant net outflow of 26.83 million yuan from institutional investors [3]

（文章来源：证券日报） 证券日报网讯 9月1日晚间，国机汽车发布公告称，近日，公司取得中信银行股份有限公司北京分行出 具的《贷款承诺函》，主要内容如下：1.贷款额度：最高不超过人民币4，500万元，贷款额度不可循环 使用。2.贷款利率：年化1.80%。3.贷款期限：3年。4.贷款用途：仅限用于公司回购股票，不得转让， 不得作为担保，不得作为信用证明等其他用途。 ...

Group 1 - The core announcement is that Guojin Automobile has obtained a commitment letter for a special loan from a financial institution to support its share repurchase plan [1][3]. - The share repurchase plan was approved by the company's board on August 28, 2025, with a budget set between 25 million yuan (inclusive) and 50 million yuan (inclusive), and a maximum repurchase price of 9.82 yuan per share [2]. - The loan from CITIC Bank has a maximum limit of 45 million yuan, with a favorable annual interest rate of 1.80% and a term of 3 years, specifically designated for the share repurchase [3]. Group 2 - The company emphasizes that obtaining the loan commitment does not guarantee the total amount of shares to be repurchased, as the actual repurchase will depend on the implementation of the plan and the expiration of the repurchase period [4]. - The company will proceed with the repurchase plan in accordance with relevant regulations and will disclose updates on the repurchase progress to investors [4].

证券代码：600335 证券简称：国机汽车 公告编号：临 2025-27 号 国机汽车股份有限公司 关于取得金融机构股票回购专项贷款承诺函的公告 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法律责任。 一、股份回购方案的基本情况 国机汽车股份有限公司（以下简称"公司"）于 2025 年 8 月 28 日召开第九 届董事会第十三次会议，审议通过了《关于回购公司股份方案的议案》，同意公 司使用自有资金或自筹资金，通过集中竞价交易方式回购部分公司 A 股股份， 将全部注销并减少注册资本。本次回购金额不低于人民币 2,500 万元（含），不 超过人民币 5,000 万元（含），回购价格上限不超过人民币 9.82 元/股（含），回 购期限为自公司股东会审议通过回购方案之日起不超过 12 个月。具体请见公司 于 2025 年 8 月 30 日发布的《第九届董事会第十三次会议决议公告》 （临 2025-25 号）《关于以集中竞价交易方式回购股份方案的公告》（临 2025-26 号）。 二、取得《贷款承诺函》的具体情况 近日，公司取得中信银行股份有限 ...

特此公告。 国机汽车股份有限公司董事会 为进一步加强与投资者的互动交流，国机汽车股份有限公司（以下简称"公 司"）将参加由天津证监局、天津上市公司协会与深圳市全景网络有限公司联合 举办的"天津辖区上市公司 2025 年投资者网上集体接待日暨半年报业绩说明会" 活动，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号（名称：全景财经），或下载全景路演 APP， 参与本次互动交流，互动交流时间为 2025 年 9 月 11 日（周四）15:00-17:00。 届时公司总经理贾屹先生、财务总监兼董事会秘书张之亮先生、独立董事崔 东树先生及相关人员将在线就公司 2025 半年度业绩、公司治理、发展战略、经 营状况等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参 与。 证券代码：600335 证券简称：国机汽车 公告编号：临 2025-29 号 国机汽车股份有限公司 关于参加天津辖区上市公司 2025 年投资者网上集体 接待日暨半年报业绩说明会活动的公告 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、 ...

Core Viewpoint - Company has announced a share repurchase plan approved by the board of directors, detailing the top ten shareholders and their respective holdings [1] Group 1: Share Repurchase Announcement - The board of directors of the company convened on August 28, 2025, to approve the share repurchase plan [1] - The announcement includes details of the top ten shareholders and their shareholding percentages as of the trading day prior to the announcement [1] Group 2: Top Ten Shareholders - The top ten shareholders include various investment funds, with significant holdings from China Merchants Bank and Industrial and Commercial Bank of China [1] - Specific shareholder names and their respective shareholding percentages are provided, indicating a diverse range of institutional investors [1] Group 3: Top Ten Unrestricted Shareholders - The top ten unrestricted shareholders mirror the top ten shareholders, highlighting the same investment funds and their holdings [1] - This consistency suggests a stable investor base for the company [1]