证券代码：601058 证券简称：赛轮轮胎 公告编号：临 2025-052 赛轮集团股份有限公司 关于全资子公司购买资产的进展公告 本公司及董事会全体成员保证公告内容不存在虚假记载、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个别及连带责任。 一、本次购买资产情况概述 2025 年 7 月 14 日，赛轮集团股份有限公司（以下简称"公司"）召开第六 届董事会第二十六次会议，审议通过了《关于全资子公司购买资产的议案》。公 司全资子公司赛轮（沈阳）轮胎有限公司（以下简称"赛轮沈阳"）拟 26,500 万元购买普利司通（中国）投资有限公司（以下简称"普利司通中国"）持有的 普利司通（沈阳）轮胎有限公司（以下简称"普利司通沈阳"）100%的股权。具 体内容详见公司于 2025 年 7 月 15 日在上海证券交易所网站及指定信息披露媒体 披露的《关于全资子公司购买资产的公告》(公告编号：临 2025-051)。 二、本次购买资产的进展情况 2025 年 7 月 31 日，赛轮沈阳与普利司通中国完成了对普利司通沈阳 100% 股权的交割。同日，还完成了普利司通沈阳更名等变更登记手续，并取得了沈阳 市铁 ...

据iFind统计，截至7月29日，沪深两市共有133只个股连续5日或5日以上获主力资金净买入。连续获主 力资金净买入天数最多的股票是中国银行、聚和材料，均已连续12个交易日获净买入；连续获主力资金 净买入天数较多的还有华电国际、苏农银行、纽威股份、宇通客车、中控技术、东方电缆、神驰机电、 赛轮轮胎等股，分别获11个、11个、10个、10个、10个、9个、9个、9个交易日净买入。 （文章来源：证券时报网） ...

Investment Rating - The industry rating is Neutral (maintained rating) [5] Core Viewpoints - In Q2 2025, the proportion of public funds holding basic chemical stocks slightly decreased, with a market value allocation of 3.26%, down 0.46 percentage points year-on-year and 0.09 percentage points quarter-on-quarter [2][12] - The market value of basic chemical stocks in A-shares accounted for 3.49%, a decrease of 0.07 percentage points year-on-year and 0.04 percentage points quarter-on-quarter, indicating a low allocation of 0.23% in the basic chemical industry [2][12] - The number of stocks held by public funds in the basic chemical sector has increased, with 154 stocks held as of Q2 2025, an increase of 21 stocks year-on-year and 7 stocks quarter-on-quarter [3][18] Summary by Sections 1. Event - Public funds are required to disclose their top ten heavy stocks within 15 days after the end of each quarter, with complete holdings disclosed within 60 days after the end of the half-year [11] 2. Sector Holding Changes - The holding proportion of basic chemical stocks by public funds decreased slightly in Q2 2025, with a market value allocation of 3.26% [2][12] - The holding proportion of petrochemical stocks has shown a clear upward trend since Q3 2020, reaching a peak of 1.17% in Q1 2024, but fell to 0.38% in Q2 2025 [2][16] 3. Individual Stock Changes - The top five heavy stocks in Q2 2025 are Juhua Co., Sailun Tire, Hualu Hengsheng, Guangdong Hongda, and Wanhua Chemical, with Guangdong Hongda replacing Satellite Chemical in the top five [4][25] - The number of public funds holding leading stocks in the chemical sector has decreased, with a shift towards small and mid-cap stocks [5][27] 4. Market Preference Analysis - The market value of stocks with a market capitalization of over 500 billion accounted for 25.22% of the total market value of the top 50 chemical stocks, down 8.51 percentage points [5] - The number of funds holding leading stocks like Huafeng Chemical and Xinzhou Bang has increased, while those holding Wanhua Chemical and Hualu Hengsheng has decreased [5][27]

Investment Rating - The report indicates a cautious outlook on the chemical sector, with a focus on specific stocks that are expected to perform better in the current market conditions [3][4]. Core Insights - The overall allocation of public funds in the chemical sector has decreased, reaching a low of 1.81% in Q2 2025, down 0.19 percentage points from the previous quarter [10][17]. - The top ten chemical stocks held by public funds have seen their market value share decline by over 50% in the past year, suggesting that market sentiment may have bottomed out [17][18]. - The report highlights a shift in focus towards refrigerants, civil explosives, and certain new materials, while the share of export-oriented stocks has decreased [17][18]. Summary by Sections 1.1 National and Regional Allocation of Chemical Stocks - In Q2 2025, the allocation of chemical stocks by public funds has continued to decline across all regions, with East China at 2.01%, South China at 2.13%, and North China at 1.24% [10][22]. 1.2 Changes in Fund Holdings of Chemical Stocks - The number of funds holding major export-oriented stocks has significantly decreased due to external trade tensions, with notable declines in holdings for Wanhu Chemical and Sailun Tire [22][30]. - The total market value of the top 30 chemical stocks held by funds was 47.835 billion yuan, down 9.4% from the previous quarter, indicating a slight decrease in concentration [6][33]. Investment Analysis Recommendations - The report suggests focusing on traditional cyclical stocks such as Wanhu Chemical, coal chemical companies like Hualu Hengsheng and Baofeng Energy, and specific agricultural chemicals [4][18]. - For fluorochemical refrigerants, the long-term upward trend remains intact, with recommendations for stocks like Juhua Co., Sanmei Co., and Dongyue Group [4][18]. - In the semiconductor materials sector, stocks with low valuations and stable earnings such as Yake Technology and Dinglong Co. are highlighted as potential investments [4][18].

Group 1: Institutional Research on Popular Companies - The top twenty companies with the highest number of institutional research in the past 30 days include Ice Wheel Environment, China National Heavy Duty Truck Group, Boshi Jie, Yapu Co., and Huasheng Lithium Battery [13][14] - In the last five days, the most researched companies were Huasheng Lithium Battery, Weili Transmission, Hudian Co., Zhejiang Fu Holdings, and China National Heavy Duty Truck Group [13][15] - Among the top twenty companies researched in the past 30 days, seven had ten or more rating agencies, including Yanjing Beer, Hudian Co., Weichai Power, China National Heavy Duty Truck Group, BOE Technology Group, Hualing Steel, and Northern Rare Earth [13][14] - Yanjing Beer, Hudian Co., and BOE Technology Group are expected to see significant growth in net profit attributable to shareholders in 2024 compared to 2023 [13][14] Group 2: Shareholder Increase in A-Share Listed Companies - From July 21 to July 25, 2025, no companies reported significant shareholder increase announcements [16] - From January 1 to July 25, 2025, a total of 241 companies announced shareholder increases, with 63 having ten or more rating agencies [17] - Among these, 21 companies had an average proposed increase amount exceeding 1% of the latest market value, including Xianhe Co., Hubei Yihua, Xinji Energy, and Sailun Tire [17][18] Group 3: A-Share Buyback Situation - From July 21 to July 25, 2025, a total of 101 companies announced buyback progress, with 18 having ten or more rating agencies [21] - Four companies, including Jian Sheng Group, Mousse Co., Jinfa Technology, and Jinzai Food, had an average expected buyback amount exceeding 1% of the market value on the announcement date [21][22] - From January 1 to July 25, 2025, 1,605 companies announced buyback progress, with 348 having ten or more rating agencies [23] - Among these, 97 companies had a significant buyback ratio, with an average expected buyback amount exceeding 1% of the market value on the announcement date [23][24]

Investment Rating - The report maintains a positive outlook on the pesticide industry, suggesting a "Buy" rating for key companies such as Yangnong Chemical, Lier Chemical, and Runfeng Shares [3][20]. Core Insights - The pesticide industry is experiencing a recovery due to the "Zhengfeng Zhijuan" initiative aimed at regulating the market, which has led to price increases for key products like fluorocarbon herbicides [3][4]. - The report highlights the impact of maintenance shutdowns at major production facilities, such as Wanhua's Hungarian plant, which may lead to supply shortages and price increases in the TDI market [3][4]. - The report emphasizes the potential for improved industry dynamics through the elimination of outdated production capacity, as indicated by government initiatives targeting key sectors [3][4]. Summary by Sections Industry Dynamics - Current macroeconomic conditions indicate a stable global GDP growth of 2.8%, with oil demand expected to rise despite some slowdown due to tariffs [4]. - The report notes that coal prices are expected to decline in the medium to long term, alleviating pressure on downstream industries [4]. Chemical Prices - Recent price movements include a 15% increase in the price of Lier Chemical's fluorocarbon herbicide and a similar rise for Zhongqi Shares [3][11]. - The report mentions that the price of TDI is expected to rise due to low global inventory levels and potential supply disruptions from maintenance activities [3][4]. Investment Recommendations - The report suggests focusing on traditional cyclical stocks and specific sectors such as coal chemical, real estate chain, and agricultural chemicals, highlighting companies like Wanhua Chemical and Hualu Hengsheng [3][20]. - Growth stocks with recovery potential are identified, including semiconductor materials and OLED panel materials, with specific companies recommended for investment [3][20].

Group 1 - In July, Qingdao private enterprises initiated a wave of acquisitions, with three local companies making significant moves within five days, indicating a strong desire for resource integration and expansion [1] - On July 10, Jiangsu Changling Hydraulic Co., Ltd. announced that Hu Kangqiao, founder of Core Interconnection Technology, and his affiliates would invest 2.113 billion yuan to acquire 41.99% of voting rights in Changling Hydraulic, potentially indicating plans for a backdoor listing [1] - The acquisition involved a state-owned company in Wuxi receiving approximately 600 million yuan in equity from Core Interconnection, providing crucial financial support for the deal [1] Group 2 - On July 13, DeGute announced a major asset restructuring plan to acquire 100% of Haowei Technology for cash and stock, marking a "small fish eating big fish" scenario, as Haowei's revenue was nearly 4 billion yuan over the past two years [2] - DeGute aims to expand its business from energy-saving equipment manufacturing to telecommunications software development and AI solutions, establishing a second growth curve [2] - Haowei Technology is recognized as a unicorn in digital technology operations, with strong capabilities in cloud management services certified by major cloud providers [2] Group 3 - On July 14, Sailun Tire announced its subsidiary would acquire 100% of Bridgestone (Shenyang) Tire Co., Ltd. for 265 million yuan, focusing on the existing industrial land and production capacity [3] - This acquisition will help Sailun Tire rapidly increase production capacity to meet domestic and international market demands, enhancing its competitiveness [3] - The trend of active mergers and acquisitions among Qingdao enterprises reflects a shift from state-owned enterprises to private companies taking the lead in capital operations [3]

Investment Rating - The report maintains an investment rating of "Synchronize with the market - A" for the basic chemical industry [1]. Core Viewpoints - The upcoming "Ten Key Industries Stabilizing Growth Work Plan" will accelerate the optimization of production capacity structure in the chemical industry, suggesting a focus on the cyclical recovery and supply-side optimization of the chemical sector [2][12]. - The opening of the Yarlung Tsangpo River downstream hydropower project, with a total investment of approximately 1.2 trillion yuan, is expected to significantly boost investment opportunities in various sub-sectors of the chemical industry, particularly in civil explosives, all-steel tires, cement, and specialty chemicals [3][13]. - The report highlights the importance of focusing on leading companies with "absolute cost advantages" or "absolute technical scarcity" in the supply-side optimization process [12]. Summary by Relevant Sections Chemical Market - The report emphasizes that the Ministry of Industry and Information Technology will promote structural adjustments and the elimination of backward production capacity in key industries, including steel, non-ferrous metals, petrochemicals, and building materials [12]. - It suggests that the supply-side optimization should focus on leading companies such as Wanhua Chemical, Hualu Hengsheng, and Juhua Co., which have strong competitive advantages [12]. Investment Recommendations - Recommended stocks include: - Wanhua Chemical (600309.SH) - Buy-B - Hualu Hengsheng (600426.SH) - Buy-B - Juhua Co. (600160.SH) - Buy-B - Haohua Technology (600378.SH) - Buy-B - Longbai Group (002601.SZ) - Buy-B - Yangnong Chemical (600486.SH) - Buy-B - Hubei Yihua (000422.SZ) - Increase-B - Tongyi Zhong (688722.SH) - Buy-A [2][3][25]. Price Movements - As of July 18, TDI prices reached 14,913 yuan/ton, reflecting a significant increase of 30.82% compared to the previous month [4][14]. - The report notes that the basic chemical sector has shown varied performance, with synthetic resins and membrane materials leading in gains [20][21]. Key Company Performances - The report highlights that Hubei Yihua, Jujiao Co., and Wanhua Chemical saw notable increases in their stock prices, while companies like Ruifeng New Materials and Yaji International experienced declines [23][24].

消息面上，宇树机器人开启上市辅导，相关概念表现活跃。 截至2025年7月21日 09:46，中证汽车零部件主题指数(931230)强势上涨1.23%，成分股建设工业(002265) 上涨9.99%，双林股份(300100)上涨6.12%，贝斯特(300580)上涨4.44%，永鼎股份(600105)，银轮股份 (002126)等个股跟涨。汽车零件ETF(159306)上涨1.14%，最新价报1.16元。拉长时间看，截至2025年7月 18日，汽车零件ETF近1周累计上涨3.71%。 数据显示，截至2025年6月30日，中证汽车零部件主题指数(931230)前十大权重股分别为汇川技术 (300124)、福耀玻璃(600660)、三花智控(002050)、拓普集团(601689)、赛轮轮胎(601058)、德赛西威 (002920)、华域汽车(600741)、万丰奥威(002085)、双环传动(002472)、伯特利(603596)，前十大权重股 合计占比41.05%。 汽车零件ETF(159306)，场外联接(平安中证汽车零部件主题ETF联接A：022731；平安中证汽车零部件 主题ETF联接C：022732； ...

民生证券指出，零部件估值低位，中期成长不断强化，看好新势力产业链+智能电动增量。 截至2025年7月15日 10:37，中证汽车零部件主题指数(931230)下跌0.05%。成分股方面涨跌互现，海联 金汇(002537)领涨7.01%，亚普股份(603013)上涨6.69%，博俊科技(300926)上涨5.54%；通用股份 (601500)领跌2.97%，航天机电(600151)下跌2.95%，英利汽车(601279)下跌2.78%。汽车零件 ETF(159306)下跌0.36%，最新报价1.11元。拉长时间看，截至2025年7月14日，汽车零件ETF近1周累计 上涨1.83%，涨幅排名可比基金2/4。 费率方面，汽车零件ETF管理费率为0.50%，托管费率为0.10%，费率在可比基金中最低。 汽车零件ETF紧密跟踪中证汽车零部件主题指数，中证汽车零部件主题指数从沪深市场中选取100只业 务涉及汽车系统部件、汽车内饰与外饰、汽车电子、轮胎等领域的上市公司证券作为指数样本，反映汽 车零部件主题上市公司证券的整体表现。 数据显示，截至2025年6月30日，中证汽车零部件主题指数(931230)前十大权重股分别为汇 ...