科力装备（301552.SZ）8月6日在投资者互动平台表示，您好！公司作为二级供应商有多种产品应用于 比亚迪，理想，蔚来，小鹏汽车，公司的主要客户为福耀玻璃、艾杰旭、板硝子、圣戈班等一级供应 商。随着新能源汽车渗透率增加，公司针对辅助驾驶领域的新技术将进一步普及，在新能源汽车配套零 部件领域市场前景广阔。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：比亚迪，理想，蔚来，小鹏是否有资格使用公司产 品？ ...

格隆汇8月5日丨福耀玻璃(03606.HK)宣布，董事局将于2025年8月19日(星期二)举行董事局会议，以考 虑及通过(包括其他事项)公司及其附属公司截至2025年6月30日止的六个月的中期业绩。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 （於中華人民共和國註冊成立的股份有限公司） （股份代號：3606） 福耀玻璃工業集團股份有限公司 曹德旺 董事長 中國福建省福州市 董事局會議召開日期 福耀玻璃工業集團股份有限公司（「本公司」）董事局（「董事局」）謹此 宣布，董事局將於二零二五年八月十九日（星期二）舉行董事局會議，以考 慮及通過（包括其他事項）本公司及其附屬公司截至二零二五年六月三十日 止的六個月的中期業績。 承董事局命 2025年8月5日 於本公告日期，本公司董事局成員包括執行董事曹德旺先生、曹暉先生、葉舒先生 及陳向明先生；非執行董事吳世農先生及朱德貞女士；獨立非執行董事劉京先生、 薛祖雲先生及達正浩先生。 ...

Group 1 - The board of Fuyao Glass (03606.HK) will hold a meeting on August 19, 2025, to consider and approve the interim results for the six months ending June 30, 2025 [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 福耀玻璃工業集團股份有限公司（「本公司」）董事局（「董事局」）謹此 宣布，董事局將於二零二五年八月十九日（星期二）舉行董事局會議，以考 慮及通過（包括其他事項）本公司及其附屬公司截至二零二五年六月三十日 止的六個月的中期業績。 承董事局命 福耀玻璃工業集團股份有限公司 曹德旺 董事長 （於中華人民共和國註冊成立的股份有限公司） （股份代號：3606） 董事局會議召開日期 中國福建省福州市 2025年8月5日 於本公告日期，本公司董事局成員包括執行董事曹德旺先生、曹暉先生、葉舒先生 及陳向明先生；非執行董事吳世農先生及朱德貞女士；獨立非執行董事劉京先生、 薛祖雲先生及達正浩先生。 ...

Investment Rating - The automotive industry is rated as "Outperform the Market" [1][5][4] Core Viewpoints - The industry is entering the mid-year performance period, with a focus on the 2025 World Robot Conference. The July car market is expected to grow primarily due to the "trade-in and scrapping" policies, with an estimated retail market of 1.85 million narrow passenger cars, a year-on-year increase of 7.6% [1][3] - The long-term outlook emphasizes the rise of domestic brands and opportunities in incremental components driven by electric and intelligent trends. In the short term, the strong new product cycle of Huawei and the first year of the Xiaomi automotive industry chain are highlighted [3][12] - The report suggests that under the geopolitical backdrop, the automotive sector as a domestic consumption product is likely to see increased stimulus policies, favoring passenger cars and domestically replaced components [3][12] Monthly Production and Sales Data - In July, the narrow passenger car retail market is projected to be around 1.85 million units, with a year-on-year growth of 7.6% and a month-on-month decline of 11.2%. New energy vehicle retail is expected to be approximately 1.01 million units, with a penetration rate of 54.6% [1][22] - Weekly data indicates that from July 1 to 27, the national passenger car retail reached 1.445 million units, a year-on-year increase of 9% but a month-on-month decline of 19% [1][2] Weekly Market Performance - For the week of July 28 to August 1, the CS automotive index fell by 2.26%, with the CS passenger car index down by 2.73%. The CS electric vehicle sector saw a decline of 5.01% [2][3] - The CS automotive sector outperformed the CSI 300 index by 0.08 percentage points but underperformed the Shanghai Composite Index by 0.88 percentage points, with a year-to-date increase of 10.97% [2][3] Key Company Earnings Forecast and Investment Ratings - Key companies such as Leap Motor, Geely, and JAC are rated as "Outperform the Market" with varying earnings per share (EPS) forecasts for 2025 and 2026 [4][5] - Leap Motor is expected to have an EPS of -0.05 in 2025, while Geely is projected to have an EPS of 1.36 [4][5] Investment Recommendations - The report recommends focusing on the rise of domestic brands and opportunities in incremental components, particularly in electric and intelligent sectors. Specific recommendations include: - Vehicle manufacturers: Leap Motor, JAC, Geely - Intelligent technology: Kobot, Huayang Group, Junsheng Electronics - Robotics: Top Group, Sanhua Intelligent Control, Shuanghuan Transmission - Domestic replacements: Xingyu Co., Fuyao Glass, Jifeng Co., New Spring Co., Horizon Robotics [3][12][24]

Group 1 - The core stock price of Fuyao Glass (600660) closed at 54.91 yuan on August 1, 2025, down 3.31% from the previous week's closing price of 56.79 yuan [1] - The highest intraday price for Fuyao Glass on July 28 was 56.93 yuan, while the lowest intraday price on August 1 was 54.18 yuan [1] - The current total market capitalization of Fuyao Glass is 143.301 billion yuan, ranking 1st in the automotive parts sector out of 229 companies and 98th in the A-share market out of 5149 companies [1] Group 2 - Fuyao Glass Industrial Group Co., Ltd. submitted a monthly report on securities changes to the Hong Kong Stock Exchange on August 1, 2025, indicating no changes in the legal registered capital and issued shares for both H-shares and A-shares during the reporting period [1] - The legal registered capital for H-shares is 606,757,200 shares with a par value of 1 yuan per share, totaling 606,757,200 yuan; for A-shares, it is 2,002,986,332 shares with a par value of 1 yuan per share, totaling 2,002,986,332 yuan [1] - The total legal registered capital at the end of the month is 2,609,743,532 yuan, with no issued shares in inventory for both H-shares and A-shares [1]

Group 1 - The report details the changes in the registered capital of Fuyao Glass Industry Group Co., Ltd. as of July 31, 2025, indicating no increase or decrease in the number of shares [1] - The total registered capital at the end of the month is RMB 2,609,743,532, with H shares totaling 606,757,200 and A shares totaling 2,002,986,332 [1] - The number of issued shares remains unchanged for both H shares and A shares, with 606,757,200 and 2,002,986,332 shares respectively [1] Group 2 - The report confirms compliance with the Main Board Listing Rules and GEM Listing Rules regarding the issuance and transfer of shares, ensuring all necessary approvals and conditions have been met [2] - The issuer has received all payments due from the securities issuance or stock transfer, and all legal requirements have been fulfilled [2] - The report is signed by the Executive Director, Chief Financial Officer, and Joint Company Secretary, indicating formal authorization [3]

Investment Focus - The report highlights Amazon (AMZN US) as a top pick due to its leading position in the cloud industry with a 30% global market share, stable margin improvements, and strong demand for its T3 inference capabilities [1] - Alphabet (GOOGL US) is favored for its AI and advertising synergy, expected margin improvements in IaaS cloud services, and strong self-developed capabilities, although its stock price upside is currently limited [1] - Arista (ANET US) is recognized for its leadership in high-speed data center switches and expected revenue contributions from AI backend switch business, with a significant growth visibility [1] - Meituan (3690 HK) is noted for its strong cash flow generation ability and competitive cost structure, positioning it well in the face of industry competition [1] - Lenovo (992 HK) is highlighted for its record revenue in AI server business and significant growth potential compared to peers like Dell [2] - NVIDIA (NVDA US) is recognized for its strong financial performance and technological leadership in data center business, with a focus on emerging applications driving growth [2] - Tencent (700 HK) is expected to benefit significantly from AI advancements, with an upward revision in revenue and profit expectations for 2025 [2] - New Oriental (EDU US) is noted for its diverse revenue sources and strong brand recognition, supporting its high profit margins [3] - AIA (1299 HK) is favored for its steady growth in new business value and strong operational metrics, particularly in the ASEAN market [3] - Futu (FUTU US) is expected to see significant growth in paid user numbers and total AUM, supported by its low commission model and quality customer service [3] - The report emphasizes the potential of Chinese pharmaceutical companies like China Biologic Products (1177 HK) and Innovent Biologics (1801 HK) in their innovative drug pipelines and market leadership [4]

证券之星消息，8月1日汽车零部件板块较上一交易日上涨0.01%，日盈电子领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。汽车零部件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) | | | --- | --- | --- | --- | --- | --- | --- | | 603286 | 日盈电子 | 30.77 | 10.01% | 21.24万 | | 6.471Z | | 603767 | 中马传动 | 19.91 | 10.00% | 33.26万 | | 6.41亿 | | 605068 | 明新旭腾 | 19.82 | 9.99% | 4.37万 | | 8364.25万 | | 603089 | 正裕工业 | 14.89 | 6.66% | 15.14万 | | 2.23亿 | | 301022 | 海泰科 | 35.61 | 6.49% | 10.15万 | | 3.51亿 | | 301581 | 黄山谷捷 | 57.07 | 6.41% | 5.44万 | | 3.09亿 ...