南财智讯8月27日电，华域汽车发布2025年半年度报告，报告期实现营业收入846.76亿元，同比增长 9.55%；归属上市公司股东的净利润28.83亿元，同比增长0.72%；扣除非经常性损益后的归属于上市公 司股东的净利润26.81亿元，同比增长2.73%；基本每股收益0.915元。 ...

转自：证券时报 人民财讯8月27日电，华域汽车(600741)8月27日晚间公告，公司拟以2.06亿元收购公司控股股东上海汽 车集团股份有限公司（简称"上汽集团"）持有的上海上汽清陶能源科技有限公司（简称"上汽清陶"） 49%股权。本次交易完成后，公司将持有上汽清陶49%的股权。本次股权收购，标志着公司首次进入固 态电池领域，有利于补全"智能动力"平台产品矩阵，实现"固态电池"业务与"电驱动"、"热管理"等业务 的协同发展。 ...

华域汽车系统股份有限公司2025 年半年度报告 公司代码：600741 公司简称：华域汽车 重要提示 六、前瞻性陈述的风险声明 √适用 □不适用 本半年度报告中所涉及的未来计划、发展战略等前瞻性描述，不构成公司对投资者的实质承诺，敬 请投资者注意投资风险。 七、是否存在被控股股东及其他关联方非经营性占用资金情况 华域汽车系统股份有限公司 2025 年半年度报告 1 / 145 华域汽车系统股份有限公司2025 年半年度报告 否 八、是否存在违反规定决策程序对外提供担保的情况 否 九、是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、重大风险提示 公司已在本报告中详细描述存在的风险因素，敬请查阅第三节"管理层讨论与分析"中关于公司可 能面对的风险因素部分的内容。 十一、其他 □适用 √不适用 2 / 145 一、本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不存在虚 假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、公司全体董事出席董事会会议。 三、本半年度报告未经审计。 四、公司董事长王晓秋、总经理徐平及财务总监毛维俭声明：保证半年度 ...

证券代码：600741 证券简称：华域汽车 公告编号：临 2025-022 华域汽车系统股份有限公司 关于全资子公司收购联创汽车电子有限公司 部分股权暨关联交易的公告 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。 重要内容提示： 交易简要内容：华域汽车系统股份有限公司（以下简称"公司" 或"本公司"）全资子公司上海汇众汽车制造有限公司（以下简称"上 海汇众"），拟以不高于 15,478.3804 万元人民币的价格收购联创汽车 电子有限公司（以下简称"联创电子"）部分股东合计持有的 5.2957% 股权。本次交易完成后，上海汇众将持有联创电子 5.2957%的股权。 本次交易完成后，涉及公司与关联人共同投资，故构成关联 交易。 本次交易未构成重大资产重组。 本次交易属于董事会审批权限，未达到股东会审议标准。 过去 12 个月内公司与同一关联人或与不同关联人之间相同 交易类别下标的相关的关联交易金额未达到公司最近一期经审计净 资产的 0.5%。 一、关联交易概述 1 （一）本次交易的基本情况 1、本次交易概况 公司紧跟行业"智能 ...

上海汽车集团财务有限责任公司（以下简称：上汽财务公司、公 司）设立于 1994 年 4 月，是经中国人民银行批准成立，受国家金融 监督管理总局及其派出机构监管的非银行金融机构。截至 2025 年 6 月，公司注册资本人民币 153.80 亿元，为上海汽车集团股份有限公 司 100%持股全资子公司。 华域汽车系统股份有限公司 关于对上海汽车集团财务有限责任公司的风险评估报告 （2025 年上半年） 华域汽车系统股份有限公司按照《上海证券交易所上市公司自律 监管指引第 5 号——交易与关联交易》的要求，通过查验上海汽车集 团财务有限责任公司（以下简称"上汽财务公司"）《金融许可证》《企 业法人营业执照》等证件资料，审阅上汽财务公司 2025 年上半年相 关财务报表，对上汽财务公司的经营资质、业务和风险状况进行了评 估，具体情况报告如下： 一、上海汽车集团财务有限责任公司基本情况 金融许可证机构编码：L0038H231000001 企业法人营业执照统一社会信用代码：913101151322268960 注册资本：人民币 153.80 亿元 法定代表人：贾健旭 职工人数：2025 年 6 月末在册 524 人 1 注 ...

Group 1 - The company plans to acquire 49% equity stake in Shanghai SAIC Qingtao Energy Technology Co., Ltd. from its controlling shareholder SAIC Group for 206 million RMB [1] - Upon completion of the transaction, the company will hold 49% of the equity in SAIC Qingtao [1] - The transaction is classified as a related party transaction but does not constitute a major asset reorganization [1] Group 2 - The funding for the transaction will come from the company's own funds and will be paid in a lump sum via bank transfer within 15 working days from the date of delivery [1] - The purpose of the transaction is to enhance the "smart power" platform product matrix and achieve synergy between solid-state battery business and other operations such as electric drive and thermal management [1] - The main business of the target company includes research and sales of semi-solid and all-solid-state batteries [1]

专利摘要显示，本实用新型提供一种扁线及扁线电机的定子；所述扁线包括依次连接的第一直线段、第 一圆弧段、第一下沉段、弯绕段、第二下沉段、第二圆弧段及第二直线段；第一直线段、第一圆弧段及 第一下沉段，与第二下沉段、第二圆弧段及第二直线段，以弯绕段为中心，形成U型结构；第一直线段 和第二直线段作为U型结构的相对两边，分别插入间隔预设距离的两个铁芯槽内；弯绕段呈"S"型；通 过弯绕段使第一直线段和第二直线段设于铁芯槽的相邻层中；本实用新型能够有效降低扁线端部高度。 天眼查资料显示，华域汽车电动系统（上海）有限公司，成立于2018年，位于上海市，是一家以从事电 气机械和器材制造业为主的企业。企业注册资本42100万人民币。通过天眼查大数据分析，华域汽车电 动系统（上海）有限公司参与招投标项目133次，专利信息51条，此外企业还拥有行政许可36个。 金融界2025年8月25日消息，国家知识产权局信息显示，华域汽车电动系统（上海）有限公司取得一项 名为"扁线及扁线电机的定子"的专利，授权公告号CN223261350U，申请日期为2024年11月。 ...

Group 1 - The Shanghai Intelligent Transportation Index (H50035) increased by 1.97%, closing at 2032.52 points with a trading volume of 24.764 billion yuan [1] - The index has risen by 11.80% over the past month, 14.94% over the past three months, and 18.87% year-to-date [1] - The index series reflects the performance of listed companies influenced by changes in economic and consumption structures during the urbanization process, focusing on themes such as intensive, intelligent, and green low-carbon development [1] Group 2 - The top ten weighted companies in the Shanghai Intelligent Transportation Index include SAIC Motor (10.86%), Hongfa Technology (8.6%), Aerospace Electronics (8.53%), and others [1] - The index is composed entirely of companies listed on the Shanghai Stock Exchange, with a 100% representation [1] - The sample industries of the index show that consumer discretionary accounts for 29.67%, information technology for 29.62%, industrials for 29.11%, and communication services for 11.60% [2] Group 3 - The index sample is adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2] - Companies that are delisted or undergo mergers, acquisitions, or splits are handled according to specific calculation and maintenance guidelines [2]

Investment Rating - The report maintains an "Overweight" rating for the automotive industry [4] Core Insights - July saw strong performance in the new energy vehicle (NEV) sector, with sales growth remaining high due to ongoing stimulus policies and increasing consumer demand [11][28] - Total vehicle sales in July reached 2.593 million units, a year-on-year increase of 14.7%. Cumulative sales from January to July amounted to 18.269 million units, reflecting a 12% year-on-year growth [11] - NEV sales in July were 1.262 million units, up 27.4% year-on-year, with a penetration rate of 48.7%. For the first seven months of 2025, NEV sales totaled 8.22 million units, marking a 38.5% increase year-on-year and a penetration rate of 45.0% [11] Summary by Sections Weekly Discussion - The automotive market continues to show positive momentum, with new model releases and sustained consumer purchasing demand contributing to a favorable market environment [11] Investment Strategy and Key Focus - The report suggests focusing on undervalued leading companies in the vehicle and parts sectors due to improving performance, as well as key players in the NEV electrification and intelligence sectors. Recommended companies include BYD, Changan Automobile, Geely, and Li Auto [2][28][31] - The report highlights opportunities arising from domestic substitution due to the "dual circulation" strategy, with companies like Lingdian Electric Control and Sanhua Intelligent Control being of particular interest [2][31] Market Review - The automotive sector experienced a weekly increase of 3.08%, ranking 9th among 31 sectors in the Shenwan classification. The sector outperformed the CSI 300 index, which saw increases of 1.70% [30][36] - In the sub-sectors, automotive services, parts, passenger vehicles, commercial vehicles, and motorcycles had varying weekly performance, with automotive services declining by 1.35% [30][32]

Core Insights - The A-share market has reached a ten-year high, drawing attention to equity funds, with over 90% of the 1,053 equity funds showing positive returns over the past decade [1] Fund Performance - The top-performing fund, Dachen Gaoxin A, has achieved a cumulative return of 373.82% over the past ten years, with a fund size of 17.916 billion [2] - Dachen Gaoxin A has a total return of 400.83% since its inception, with an annualized return of 16.49%, ranking first among ordinary equity funds [3] - The fund's performance in recent years includes a return of 10.82% this year, 27.12% over the past year, and 43.18% over the past three years [3][7] Historical Returns - Dachen Gaoxin A has shown strong performance across various market conditions, with returns of 60.26% in 2020 and 27.95% in 2021, while it only declined by 17.92% in 2022, outperforming benchmarks [5][7] - The fund's returns for the last few years include 10.82% in 2025, 29.01% in 2024, and 5.23% in 2023 [6][7] Management Stability - The fund has been managed by only two managers since its inception, with an average tenure of 6.84 years, indicating management stability [7] - Current manager Liu Xu has achieved a total return of 397.35% since taking over in 2015, significantly outperforming the benchmark [7] Portfolio Composition - As of June 30, 2025, the fund's top holdings are concentrated in telecommunications, home appliances, manufacturing, and energy sectors, with a total market value close to 10 billion [9] - The fund has made slight adjustments to its holdings, increasing positions in companies like Midea Group and China National Offshore Oil, while reducing stakes in Tencent Holdings and China Unicom [9][10] Investment Strategy - Dachen Gaoxin A's success is attributed to in-depth fundamental research and strict value investment standards, showcasing the long-term viability of value investing in complex market environments [11]