从资金流向上来看，当日汽车服务板块主力资金净流入5251.14万元，游资资金净流入8341.68万元，散户 资金净流出1.36亿元。汽车服务板块个股资金流向见下表： 证券之星消息，1月22日汽车服务板块较上一交易日下跌0.99%，交运股份领跌。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600653 | 申博控股 | 1.98 | 2.06% | 40.10万 | | 7905.74万 | | 000701 | 厦门信达 | 6.61 | 2.01% | 15.09万 | | 9939.23万 | | 300825 | 阿尔特 | 10.71 | 1.52% | 10.21万 | | 260'T | | 600335 | 国机汽车 | 6.72 | 1.51% | 18.70万 | | 1.25亿 | | 000757 | 浩物股份 | 5.32 | ...

证券之星消息，1月21日汽车服务板块较上一交易日上涨1.35%，交运股份领涨。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 600676 | 交运股份 | 9.83 | 9.96% | 41.86万 | | 3.94亿 | | 600822 | 上海物贸 | 11.80 | 4.06% | 27.09万 | | 3.23亿 | | 300825 | 阿尔特 | 10.55 | 0.86% | 6.99万 | 7375.45万 | | | 301215 | 中汽股份 | 7.21 | 0.70% | 12.51万 | 8993.38万 | | | 000757 | 浩物股份 | 5.26 | 0.57% | 11.95万 | 6231.37万 | | | 000701 | 厦门信达 | 6.48 | 0.31% | 14.34万 | 9232.31万 | ...

Investment Rating - The report maintains an investment rating of "Outperform the Market" for the automotive industry [5] Core Insights - The automotive industry in China is expected to achieve record production and sales in 2025, driven by policies encouraging vehicle trade-ins and the release of new models [5] - The passenger vehicle market is showing steady growth, with production and sales surpassing 30 million units in 2025, and domestic brands capturing nearly 70% of the market share [5] - The commercial vehicle market is recovering, with production and sales exceeding 4 million units, particularly strong performance in the new energy heavy truck segment [5] - New energy vehicles (NEVs) are experiencing rapid growth, with production and sales reaching approximately 1.66 million units in 2025, accounting for nearly 50.8% of domestic sales [5] - The report highlights two main investment themes: the acceleration of L3 level autonomous driving commercialization and the transition of automotive technology towards robotics and liquid cooling systems [5] Industry Performance Review - As of January 20, 2026, the automotive (CITIC) industry index increased by 4.07%, outperforming the Shanghai Composite Index by 2.15 percentage points [10] - Over 75% of automotive stocks saw an increase in value, with notable performers including Jiaoyun Co., Saifu Technology, and Siliang Zhidu [16] - The automotive sector's PE (TTM) is at 34.4 times, ranking 15th among 30 CITIC primary industries, while the PB (LF) is at 2.7 times, ranking 80th percentile [19] Key Data Tracking Industry Overview - In 2025, the total production and sales of automobiles reached 34.53 million and 34.40 million units, respectively, marking a year-on-year increase of 10.4% and 9.4% [27] Passenger Vehicles - Passenger vehicle production and sales for 2025 reached 30.27 million and 30.10 million units, with year-on-year growth of 10.2% and 9.2% [41] Commercial Vehicles - Commercial vehicle production and sales for 2025 totaled 4.26 million and 4.30 million units, reflecting year-on-year increases of 12% and 10.9% [56] New Energy Vehicles - New energy vehicle production and sales reached 1.66 million and 1.65 million units in 2025, with a market share of 47.9%, up 7.01 percentage points year-on-year [67]

Market Overview - The automotive service sector increased by 0.49% on January 20, with China Automotive Research leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Stock Performance - China Automotive Research (601965) closed at 19.89, up 5.29% with a trading volume of 594,100 shares and a transaction value of 1.168 billion yuan [1] - Other notable stocks include: - Sunbo Holdings (600653) at 1.96, up 1.03% [1] - Shanghai Material Trade (600822) at 11.34, up 0.35% [1] - Guoji Automotive (600335) at 6.62, up 0.30% [1] - North Bus Media (600386) at 4.56, down 0.22% [1] - Haowu Shares (000757) at 5.23, down 0.57% [1] - Zhongqi Shares (301215) at 7.16, down 1.10% [1] - Xiamen Xinda (000701) at 6.46, down 1.82% [1] - Dezong Automotive (920030) at 7.19, down 2.31% [1] - Alter (300825) at 10.46, down 2.33% [1] Capital Flow - The automotive service sector experienced a net outflow of 174 million yuan from institutional investors, while retail investors saw a net inflow of 199 million yuan [2] - The detailed capital flow for selected stocks includes: - Sunbo Holdings: Net inflow of 468,000 yuan from institutional investors [3] - Dezong Automotive: Net outflow of 1.0323 million yuan from institutional investors [3] - North Bus Media: Net outflow of 3.3305 million yuan from institutional investors [3] - Haowu Shares: Net outflow of 6.6107 million yuan from institutional investors [3] - Xiamen Xinda: Net outflow of 6.7313 million yuan from institutional investors [3] - China Automotive Research: Net outflow of 7.9283 million yuan from institutional investors [3] - Guoji Automotive: Net outflow of 12.2373 million yuan from institutional investors [3] - Zhongqi Shares: Net outflow of 12.9769 million yuan from institutional investors [3] - Alter: Net outflow of 27.9409 million yuan from institutional investors [3]

证券日报网讯 1月19日，交运股份在互动平台回答投资者提问时表示，公司《2025年第三季度报告》中 已载明：公司2025年前三季度实施降本增效措施后期间费用较上年同期减少。公司将加强主业发展，拓 展新市场、新领域，进一步细化经营预算目标，分解指标，明确责任。 （文章来源：证券日报） ...

Group 1 - The company, Jiaoyun Co., stated that its automotive parts manufacturing division provides professional supporting services to well-known domestic and international automotive manufacturers such as BYD, Stellantis, Shanghai General Motors, and Great Wall [2] - The specific details of these services are outlined in the company's semi-annual report for 2025, which is available on the Shanghai Stock Exchange website [2]

Core Viewpoint - The automotive service sector experienced a notable increase of 3.22% on January 19, with China Automotive Research leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - Key stocks in the automotive service sector showed significant price movements, with China Automotive Research rising by 10.02% to a closing price of 18.89 [1] Group 2: Stock Performance Details - China Automotive Research (601965) had a trading volume of 244,300 shares and a transaction value of 459 million yuan [1] - Other notable performers included Haowu Co. (000757) with a 4.16% increase, closing at 5.26, and Zhongqi Co. (301215) with a 3.13% increase, closing at 7.24 [1] Group 3: Capital Flow Analysis - The automotive service sector saw a net inflow of 28.66 million yuan from institutional investors, while retail investors contributed a net inflow of 23.18 million yuan [2] - Notably, retail investors showed a net outflow of 51.84 million yuan from speculative funds [2] Group 4: Individual Stock Capital Flow - China Automotive Research had a net inflow of 1.10 billion yuan from institutional investors, but a net outflow of 67.55 million yuan from speculative funds [3] - Xiamen Xinda (000701) recorded a net inflow of 12.62 million yuan from institutional investors, while also experiencing a net outflow from speculative and retail investors [3]

证券代码：600676 证券简称：交运股份 公告编号：2026-007 上海交运集团股份有限公司 2026年第一次临时股东会决议公告 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。 重要内容提示： ● 本次会议是否有否决议案：无 一、会议召开和出席情况 (一)股东会召开的时间：2026年1月15日 (二)股东会召开的地点：上海市黄浦区汉口路99号7楼大会议室 (四)表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 本次股东会由公司董事会召集，公司董事长陈晓龙先生主持本次会议。会议采用现场投票与网络投票相 结合的表决方式。金茂凯德律师事务所游广律师、张博文律师担任公司本次股东会见证律师。本次会议 的召集、召开程序以及表决方式等符合《公司法》、《公司章程》及有关法律、法规的规定。 (五)公司董事和董事会秘书的列席情况 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： ■ 1、 本次会议采用现场投票与网络投票相结合的表决方式通过了全部议案。 2、 本次股东会在审议议案时对候选人采用累积制进行表决。 ...

（文章来源：证券日报） 证券日报网讯 1月15日，交运股份发布公告称，公司2026年第一次临时股东会审议通过《关于补选公司 非独立董事的议案》，何鲁阳当选非独立董事。 ...

Group 1 - The automotive service sector increased by 0.17% on January 15, with Jiaoyun Co. leading the gains [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] - Key stocks in the automotive service sector showed varied performance, with Jiaoyun Co. closing at 9.26, up 2.55%, and other notable stocks like China Automotive Research and Haowu Co. also showing positive gains [1] Group 2 - The automotive service sector experienced a net outflow of 114 million yuan from institutional investors, while retail investors saw a net inflow of 85.24 million yuan [2] - The trading volume and turnover for key stocks varied, with Jiaoyun Co. achieving a turnover of 1.273 billion yuan and China Automotive Research at 1.75 billion yuan [2][3] - The net inflow and outflow of funds for individual stocks indicated a mixed sentiment, with China Automotive Research seeing a net inflow of 12.73 million yuan from institutional investors [3]