A股军工电子走低，奥维通信跌停，新劲钢跌近7%，科思科技、泰豪科技、大立科技跌超4%。 ...

泰豪科技(600590)今日跌停，全天换手率10.45%，成交额8.38亿元，振幅8.72%。龙虎榜数据显示，营 业部席位合计净卖出7491.84万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-10.24%上榜，营业部席位合计净卖出7491.84万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.20亿元，其中，买入成交额为7241.63 万元，卖出成交额为1.47亿元，合计净卖出7491.84万元。 具体来看，今日上榜营业部中，第一大买入营业部为中信证券股份有限公司上海分公司，买入金额为 2466.00万元，第一大卖出营业部为高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部，卖 出金额为3531.24万元。 近半年该股累计上榜龙虎榜14次，上榜次日股价平均涨2.56%，上榜后5日平均涨3.83%。 资金流向方面，今日该股主力资金净流出1.43亿元，其中，特大单净流出9835.75万元，大单资金净流出 4420.20万元。近5日主力资金净流入1.95亿元。 融资融券数据显示，该股最新（4月15日）两融余额为2.69亿元，其中，融资余额为2.69亿元，融券余额 为88.34万元。 ...

Investment Rating - The report maintains a positive investment rating for the automotive and automotive parts industry, focusing on domestic autonomous industry chains and key companies such as BYD, Geely, and Xpeng [5]. Core Insights - The report highlights the impact of recent U.S. tariffs on the automotive sector, noting that the tariffs have a limited effect on automotive parts, particularly for companies with overseas operations [2][3]. - It emphasizes the importance of monitoring tariff developments and suggests a focus on domestic autonomous vehicle manufacturers that are less affected by U.S. tariffs [3][24]. - The report recommends a selection of companies in the automotive sector, particularly those involved in smart and electric vehicles, as well as automotive parts suppliers [3][4]. Summary by Sections Weekly Data - In the first week of April 2025, passenger car sales reached 337,000 units, a year-on-year increase of 25.6% but a month-on-month decrease of 30.2%. New energy vehicle sales were 168,000 units, up 37.8% year-on-year but down 30.4% month-on-month, with a penetration rate of 50.0% [1][3]. Market Performance - The automotive sector underperformed the market, with the A-share automotive sector declining by 5.26% from April 7 to April 11, ranking 24th among sub-industries [1][3]. Key Recommendations - The report suggests focusing on a core portfolio that includes companies like BYD, Geely, Xpeng, Xiaomi, Berteli, Top Group, and others [1][3]. - It also highlights the potential of companies involved in the new energy vehicle supply chain and those focusing on smart driving technologies [3][4]. Tariff Impact - The U.S. tariffs, particularly the reciprocal tariffs, are expected to have a significant impact on exports and the economy, with a potential drag on GDP growth [10][19]. - The report notes that the automotive parts sector is less affected by the tariffs, especially for companies with production facilities in Mexico and Southeast Asia [2][24]. Company Focus - The report identifies key companies in the automotive parts sector that are well-positioned to benefit from the current market dynamics, including those involved in smart and electric vehicle technologies [3][4][25].

Group 1 - The diesel generator concept has experienced a rebound, with companies such as Weichai Heavy Machinery (000880) and Taihao Technology (600590) hitting the daily limit increase [1] - Other companies like KOTAI Power (300153) and Meixin Yishen have seen stock price increases of over 10% [1] - Additional companies with notable stock performance include Longxin General (603766), Shenchiji Electric (603109), Tianrun Industrial (002283), and Sumida (600710) [1] Group 2 - There is a surge of dark pool funds flowing into these stocks, indicating increased investor interest [2]

Group 1: Stock Suspension and Resumption - Beizhi Technology plans to acquire 100% of Suzhou Suike Intelligent Technology Co., Ltd., resulting in stock suspension [1] - Taihao Technology intends to issue shares to purchase 27.46% equity of Taihao Military Industry, leading to stock resumption. This acquisition is expected to strengthen the company's industrial layout in the military equipment sector [1] Group 2: Share Buyback - Wanhua Chemical's chairman proposed a share buyback plan ranging from 300 million to 500 million yuan [2] Group 3: Investment Cooperation and Operational Status - Guotai Junan has changed its A-share stock name to Guotai Haitong starting April 11 and has been approved to publicly issue company bonds not exceeding 60 billion yuan to professional investors [3] - Lizhong Group stated that the adjustment of U.S. tariffs will not significantly impact its production and operations [3] - Haoyang Co., Ltd. plans to invest no less than 603 million yuan in the construction of an entertainment equipment industrial base project [4] - Runjian Co., Ltd. is a candidate for the procurement project of comprehensive maintenance for Guangdong Unicom's 5G services, with a total bid scale of 179 million yuan [4] - Samsung Medical's wholly-owned subsidiary, Aix Smart Technology, won a transformer procurement framework project in Hungary, with a total contract amount of 23,840,958.10 euros, approximately 190 million yuan [4] - Nandu Property plans to increase its investment in Hangzhou Yunxiang Robot by 15 million yuan [5] Group 4: Performance Changes - Xiaogoods City reported a net profit of 803 million yuan in Q1, a year-on-year increase of 12.66%, mainly due to a 97 million yuan increase in gross profit from market operations and new businesses [6] - Kidswant expects a Q1 net profit between 29.1471 million and 38.4742 million yuan, a year-on-year increase of 150%-230%, driven by store upgrades, supply chain optimization, and AI development [6] - China CNR anticipates a Q1 net profit between 2.822 billion and 3.226 billion yuan, a year-on-year increase of 180%-220%, due to increased product sales [6] - Yonghe Co., Ltd. expects a Q1 net profit between 91 million and 103 million yuan, a year-on-year increase of 144.49% to 176.74%, attributed to strong demand for refrigerants and fluoropolymer materials [6] - Yinglian Co., Ltd. forecasts a Q1 net profit between 7.5 million and 11 million yuan, a year-on-year increase of 459.28%-720.28%, due to market expansion and improved gross margins [6] - Limin Co., Ltd. expects to achieve a net profit of 100 million to 120 million yuan in Q1 2025, turning a profit due to rising prices and increased sales of its main products [7] - China Aluminum anticipates a Q1 net profit between 3.4 billion and 3.6 billion yuan, a year-on-year increase of 53% to 63%, driven by increased production of major products [8] - Shandong Steel expects a total profit of approximately 15.3 million yuan in Q1 2025, with a net profit of around -1.45 million yuan, significantly reducing losses [8] - COSCO Shipping Holdings expects a Q1 net profit of 11.689 billion yuan, an increase of approximately 73.04% year-on-year [8] - Tiande Yu expects a Q1 net profit of 70.5681 million yuan, a year-on-year increase of 116.96%, driven by new product and market development [8] - Jinaobo expects a Q1 net profit between 33 million and 40 million yuan, a year-on-year increase of 128.18% to 176.59%, due to significant revenue growth in specialized equipment [8]

股票代码：600590 股票简称：泰豪科技 公告编号：临 2025-021 二、公司停牌前一个交易日前十大流通股股东持股情况 截至公司停牌前一个交易日（2025 年 3 月 21 日），公司前十大流通股股东 的名称、持股数量及持股比例情况如下： 泰豪科技股份有限公司 关于停牌前一个交易日前十大股东及前十大流通股股东持 股情况的公告 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。 泰豪科技股份有限公司（以下简称"公司"）正在筹划发行股份购买资产事 项。鉴于本次交易存在不确定性，为保证公平信息披露，避免公司股价异常波动， 经向上海证券交易所申请，公司股票自 2025 年3 月24 日（星期一）开市起停牌， 预计停牌时间不超过 10 个交易日，具体内容详见公司于 2025 年 3 月 25 日披露的 《泰豪科技股份有限公司关于筹划发行股份购买资产暨关联交易事项停牌公告》 （公告编号：临 2025-017）。 根据《上海证券交易所上市公司自律监管指引第 4 号——停复牌》相关规 定，现将公司停牌前一个交易日（2025 年3 月21 日 ...

综上所述，公司董事会认为，公司本次重组符合《上市公司监管指引第 9 号——上市公司筹划和实施重大资产重组的监管要求》第四条相关规定。 和实施重大资产重组的监管要求》第四条规定的说明 泰豪科技股份有限公司（以下简称"公司"）拟通过发行股份的方式向北京国 发航空发动机产业投资基金中心（有限合伙）、中兵国调（厦门）股权投资基金 合伙企业（有限合伙）、中兵投资管理有限责任公司、重庆泰和峰私募股权投资 基金合伙企业（有限合伙）、榆林市煤炭资源转化引导基金合伙企业（有限合伙） （以下简称"交易对方"）购买其合计持有的江西泰豪军工集团有限公司 27.46% 股权（以下简称"泰豪军工 27.46%股权"）（以下简称"本次重组"）。 公司董事会根据本次重组的实际情况作出审慎判断，认为本次重组符合《上 市公司监管指引第 9 号——上市公司筹划和实施重大资产重组的监管要求》第四 条的规定，具体如下： 1、本次重组的标的资产为泰豪军工 27.46%股权，该标的资产不涉及立项、 环保、行业准入、用地、规划、建设施工等有关报批事项。本次重组行为涉及的 有关报批事项，已在《泰豪科技股份有限公司发行股份购买资产暨关联交易预案》 中详细披露， ...

上市公司就本次交易采取了必要且充分的保密措施，制定了严格有效的保密 制度，现就关于本次交易采取的保密措施及保密制度情况具体说明如下： 1、上市公司严格控制内幕信息知情人范围，同时，上市公司对相关内幕信 息知情人履行了保密和严禁内幕交易的告知义务，防止内幕信息的泄露。 2、上市公司与交易相关各方沟通时，均告知内幕信息知情人员严格遵守保 密制度，履行保密义务，在内幕信息依法披露前，不得公开或泄露内幕信息，不 得利用内幕信息买卖公司股票。 3、对于接触敏感信息的人员，上市公司多次告知应严格遵守保密制度，履 行保密义务，在内幕信息依法披露前，不得公开或泄露内幕信息，不得利用内幕 信息买卖上市公司股票或建议他人买卖上市公司股票。 泰豪科技股份有限公司董事会 关于本次交易采取的保密措施及保密制度的说明 泰豪科技股份有限公司（以下简称"上市公司"）拟通过发行股份的方式向 北京国发航空发动机产业投资基金中心（有限合伙）、中兵国调（厦门）股权投 资基金合伙企业（有限合伙）、中兵投资管理有限责任公司、重庆泰和峰私募股 权投资基金合伙企业（有限合伙）、榆林市煤炭资源转化引导基金合伙企业（有 限合伙）购买其合计持有的江西泰豪军工集团 ...

关于本次交易是否构成重大资产重组、关联交易 泰豪科技股份有限公司董事会 三、本次交易不构成重组上市 本次交易前 36 个月内，公司不存在实际控制人。本次交易完成前后，公司 均不存在实际控制人，即本次交易不会导致公司控制权发生变更，且不会导致公 司主营业务发生根本变化，本次交易不构成《重组管理办法》第十三条规定的重 组上市。 特此说明。（以下无正文） 一、本次交易不构成重大资产重组 本次重组标的资产的交易价格尚未最终确定，根据标的公司未经审计的财务 数据初步判断，预计本次交易将不会达到《上市公司重大资产重组管理办法》（以 下简称"《重组管理办法》"）第十二条规定的重大资产重组标准，不构成公司 重大资产重组。对于本次交易是否构成重大资产重组的具体认定，公司将在重组 报告书中予以详细分析和披露。 本次交易涉及发行股份购买资产，根据《重组管理办法》规定，本次交易需 提交上交所审核通过，并经中国证监会作出予以注册决定后方可实施。 二、本次交易构成关联交易 本次交易前，交易对方与公司不存在关联关系。本次交易完成后，交易对方 北京国发航空发动机产业投资基金中心（有限合伙）持有公司的股权比例可能会 超过 5%。根据《上海证券 ...

泰豪科技股份有限公司董事会 关于本次交易符合《上市公司重大资产重组管理办法》 第十一条和第四十三条规定的说明 一、本次交易符合《重组管理办法》第十一条规定 公司董事会对本次交易是否符合《上市公司重大资产重组管理办法》（以下 简称"《重组管理办法》"）第十一条和第四十三条的规定进行了审慎分析，公司 董事会认为： 1、本次交易符合国家产业政策和有关环境保护、土地管理、反垄断等法律 和行政法规的规定； 2、本次交易不会导致上市公司不符合股票上市条件； 3、本次交易标的资产的最终交易价格将以符合《证券法》规定的资产评估 机构出具的资产评估报告中确定的评估值为基础，由交易双方协商确定。本次交 易按照相关法律、法规的规定依法进行，所涉及的资产定价公允，不存在损害上 市公司和股东合法权益的情形； 4、本次交易所涉及的资产权属清晰，资产过户或者转移不存在法律障碍， 相关债权债务处理合法； 5、本次交易有利于上市公司增强持续经营能力，不存在可能导致上市公司 重组后主要资产为现金或者无具体经营业务的情形； 6、本次交易有利于上市公司在业务、资产、财务、人员、机构等方面与公 司主要股东（最近三年，公司不存在实际控制人）及其关联人保 ...