Group 1 - The automotive parts sector showed sustained activity in the afternoon, with Tianlong Co., Ltd. (603266) and Yingli Automotive (601279) experiencing a surge, hitting the daily limit up [1] - Xishanghai (605151) and Yinlun Co., Ltd. (002126) also saw increases in their stock prices, following the upward trend of the leading companies [1]

Group 1 - Pony.ai has launched mass production and road testing of its seventh-generation autonomous driving Robotaxi, the BAIC Arcfox Alpha T5, in Shenzhen [1] - The seventh-generation Robotaxi has multiple models entering mass production and public road testing, following the Guangzhou and Shenzhen road testing licenses obtained by GAC Aion's Robotaxi [1] - Since the initiation of the "Kunlun" mass production plan in 2023, Pony.ai has completed the entire process of research and development, production verification, and mass production of the seventh-generation Robotaxi over two years [1] Group 2 - As of July 15, 2025, the CSI Automotive Parts Theme Index (931230) has decreased by 0.05%, with component stocks showing mixed performance [2] - HaiLian JinHui (002537) led the gains with a rise of 7.01%, while General Motors (601500) experienced the largest decline at 2.97% [2] - The Automotive Parts ETF (159306) has decreased by 0.36%, with a latest price of 1.11 yuan, but has seen a cumulative increase of 1.83% over the past week as of July 14, 2025 [2] Group 3 - The management fee for the Automotive Parts ETF is 0.50%, and the custody fee is 0.10%, making it the lowest among comparable funds [3] - The CSI Automotive Parts Theme Index includes 100 listed companies involved in automotive systems, interiors, exteriors, electronics, and tires, reflecting the overall performance of automotive parts theme stocks [3] - As of June 30, 2025, the top ten weighted stocks in the CSI Automotive Parts Theme Index account for 41.05% of the index, with companies like Huichuan Technology (300124) and Fuyao Glass (600660) among the leaders [3]

[Performance Forecast Overview](index=1&type=section&id=%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%A6%82%E8%A7%88) The company anticipates a net loss for the first half of 2025, both for net profit attributable to shareholders and non-recurring net profit [Important Notice](index=1&type=section&id=%E9%87%8D%E8%A6%81%E5%86%85%E5%AE%B9%E6%8F%90%E7%A4%BA) Changchun Yingli Auto Parts Co., Ltd. expects a net loss for the first half of 2025, with both net profit attributable to owners of the parent company and net profit after deducting non-recurring gains and losses being negative - The specific scenario for this performance forecast is a **negative net profit**[2](index=2&type=chunk) Forecasted Financial Indicators | Indicator | Forecast Range (CNY 10,000) | | :--- | :--- | | Net Profit Attributable to Parent Company | -4,500 to -3,000 | | Net Profit After Non-recurring Items | -5,300 to -3,800 | [2025 Half-Year Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company expects net profit attributable to owners of the parent company for the first half of 2025 to be between **-CNY 4,500 to -CNY 3,000 10,000**, and net profit after deducting non-recurring gains and losses to be between **-CNY 5,300 to -CNY 3,800 10,000**, indicating a loss compared to the same period last year [Forecast Period](index=1&type=section&id=%EF%BC%88%E4%B8%80%EF%BC%89%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%9C%9F%E9%97%B4) - The performance forecast period is from **January 1, 2025, to June 30, 2025**[3](index=3&type=chunk) [Core Financial Indicator Forecast](index=1&type=section&id=%EF%BC%88%E4%BA%8C%EF%BC%89%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) Forecast of Core Financial Indicators | Indicator | Forecast Range (CNY 10,000) | Compared to Prior Year | | :--- | :--- | :--- | | Net Profit Attributable to Parent Company | -4,500 to -3,000 | Loss incurred | | Net Profit After Non-recurring Items | -5,300 to -3,800 | Loss incurred | [Audit Status](index=1&type=section&id=%EF%BC%88%E4%B8%89%EF%BC%89%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%89%80%E6%B6%89%E5%8F%8A%E7%9A%84%E8%B4%A2%E5%8A%A1%E6%95%B0%E6%8D%AE%E6%9C%AA%E7%BB%8F%E6%B3%A8%E5%86%8C%E4%BC%9A%E8%AE%A1%E5%B8%88%E5%AE%A1%E8%AE%A1) - The financial data involved in this performance forecast has **not been audited by a certified public accountant**[4](index=4&type=chunk) [Prior Period Performance Review](index=1&type=section&id=%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E4%B8%9A%E7%BB%A9%E5%9B%9E%E9%A1%B9) The company achieved a total profit of **CNY 4,180.62 10,000** and a net profit attributable to the parent company of **CNY 3,700.40 10,000** in the first half of 2024 [2024 Half-Year Operating Performance](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E7%BB%8F%E8%90%A5%E4%B8%9A%E7%BB%A9%E5%92%8C%E8%B4%A2%E5%8A%A1%E7%8A%B6%E5%86%B5) In the first half of 2024, the company achieved a total profit of **CNY 4,180.62 10,000**, net profit attributable to owners of the parent company of **CNY 3,700.40 10,000**, and net profit after deducting non-recurring gains and losses of **CNY 2,683.72 10,000**, with earnings per share of **CNY 0.023** 2024 Half-Year Financial Performance | Indicator | 2024 Half-Year (CNY 10,000) | | :--- | :--- | | Total Profit | 4,180.62 | | Net Profit Attributable to Parent Company | 3,700.40 | | Net Profit After Non-recurring Items | 2,683.72 | | Earnings Per Share (CNY/share) | 0.023 | [Reasons for Forecasted Loss and Countermeasures](index=2&type=section&id=%E4%B8%9A%E7%BB%A9%E9%A2%84%E4%BA%8F%E5%8E%9F%E5%9B%A0%E4%B8%8E%E5%BA%94%E5%AF%B9) The forecasted loss for the first half of 2025 is primarily due to intensified industry competition, declining sales for some customer models, and underutilized capacity from high initial capital investments [Analysis of Main Reasons](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E4%BA%8F%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) The company's forecasted loss for the first half of 2025 is primarily influenced by intensified competition in the automotive industry, declining sales and delayed orders for some customer models, high initial capital investments leading to underutilized capacity in certain projects, and a lack of significant scale effects, resulting in reduced operating revenue and declining performance; the company is actively implementing cost reduction, efficiency improvement, lean management, and market development measures to address these challenges - **External Market Factors:** * Intensified competition in the automotive industry * Declining sales for certain customer models * Order delays[8](index=8&type=chunk) - **Internal Operational Factors:** * High initial capital investment by the company * Underutilization of capacity in certain projects * Lack of significant scale effects[8](index=8&type=chunk) - **Company Countermeasures:** * Actively implementing cost reduction and efficiency improvement measures * Continuously promoting lean management * Enhancing core competitiveness guided by market development and customer demand * Continuously increasing market development efforts * Further improving management and operational efficiency[8](index=8&type=chunk) [Risk Warning and Important Notes](index=2&type=section&id=%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA%E4%B8%8E%E9%87%8D%E8%A6%81%E8%AF%B4%E6%98%8E) This performance forecast is a preliminary estimate by the company's finance department and remains unaudited, with investors advised to exercise caution [Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) This performance forecast is a preliminary estimate by the company's finance department based on professional judgment and has not yet been audited by a certified public accountant, though pre-communication with the annual audit firm indicates no significant uncertainties affecting its accuracy - The performance forecast is a **preliminary estimate** and has not been audited by a certified public accountant[9](index=9&type=chunk) - Pre-communication with the annual audit firm indicates **no significant uncertainties** affecting the accuracy[9](index=9&type=chunk) [Other Notes](index=2&type=section&id=%E4%BA%94%E3%80%81%E5%85%B6%E4%BB%96%E8%AF%B4%E6%98%8E%E4%BA%8B%E9%A1%B9) The company reminds investors that these forecast figures are preliminary, and the final accurate financial data will be based on the officially disclosed 2025 half-year report; investors are advised to be aware of investment risks - The forecast data is preliminary, and the **final data will be based on the 2025 half-year report**[10](index=10&type=chunk) - Investors are reminded to be **aware of investment risks**[10](index=10&type=chunk)

Core Viewpoint - The controlling shareholder of Yingli Automotive plans to reduce its stake due to personal funding needs, marking the first reduction since the company's IPO in April 2021 [1][3]. Group 1: Shareholder Actions - Yingli Automotive announced that its controlling shareholder, Cayman Yingli Industrial Co., Ltd., intends to reduce its holdings by up to 47.57 million shares, representing no more than 3% of the total share capital, between July 18 and October 17 [1][2]. - Cayman Yingli currently holds 1.299 billion shares, accounting for 81.9% of the company's total share capital, with all shares set to be released from lock-up on April 15, 2024 [1]. Group 2: Stock Price Volatility - The stock price of Yingli Automotive has experienced significant fluctuations, reaching a high of 4.8 yuan per share on June 13, followed by a rapid decline with losses of 8.75%, 10.05%, and 5.08% over three consecutive trading days [1]. - As of June 25, the stock closed at 3.81 yuan per share, reflecting a daily increase of 0.79%, with the planned reduction in shares valued at over 181 million yuan [2]. Group 3: Company Performance - Yingli Automotive's revenue and net profit have shown considerable volatility from 2020 to 2023, with revenues of 5.02 billion yuan, 4.595 billion yuan, 5.094 billion yuan, and 5.318 billion yuan, and net profits of 165 million yuan, 149 million yuan, 58.37 million yuan, and 102 million yuan respectively [3]. - In 2024, the company reported a revenue of 4.693 billion yuan, a year-on-year decrease of 11.76%, and a net profit of 48.82 million yuan, down 51.9% [3]. - The decline in performance is attributed to increased competition in the automotive industry, reduced sales of certain models, order delays, and underutilization of production capacity due to high initial capital investments [3]. Group 4: Recent Financial Results - In Q1 2025, Yingli Automotive reported a revenue of 993 million yuan, a year-on-year decrease of 14.49%, with net losses of 37.07 million yuan and a decrease in non-recurring net profit of 40.44 million yuan, reflecting a significant decline of 284.89% and 329.5% respectively [4].

Group 1 - The controlling shareholder of Yingli Automotive, Cayman Yingli Industrial Co., Ltd., plans to reduce its stake by up to 47,573,578 shares, representing no more than 3% of the total share capital [1] - The reduction will occur through centralized bidding and block trading, with a maximum of 15,857,859 shares through centralized bidding and 31,715,719 shares through block trading [1] - The reduction period is set from July 18, 2025, to October 17, 2025, following a 15 trading day waiting period after the announcement [1] Group 2 - Yingli Automotive has raised a total of 797 million yuan from two fundraising rounds, with the latest round involving the issuance of 91,532,828 shares at an issue price of 5.33 yuan per share [2] - The net proceeds from the latest fundraising round amounted to 47,815.90 million yuan after deducting various fees [2] - Currently, the stock price of Yingli Automotive has fallen below the issue price from the recent fundraising round [2]

Mergers and Acquisitions - Ningbo Energy plans to acquire 40% equity stake in Ningbo Yongchuang Power Technology Co., Ltd. from Zhejiang Desheng New Energy Technology Co., Ltd. The acquisition will result in Ningbo Energy holding 100% equity in Yongchuang Power after completion [1] - Zhejiang Rongtai signed a letter of intent on June 25 to acquire a portion of shares from Guangdong Jinli Intelligent Transmission Technology Co., Ltd. and will increase its capital in Jinli Transmission, aiming to hold no less than 15% of the shares [2] Shareholding Changes - Fuzhou Energy Group and its concerted party plan to increase their holdings in Fuzhou Energy Co., Ltd. through various methods, with a total investment amount between 100 million and 200 million yuan [3] - Yingli Automotive's controlling shareholder plans to reduce its stake by up to 3%, which amounts to a maximum of 47.57 million shares [4] - The National Integrated Circuit Industry Investment Fund Phase II has reduced its stake in Sitaiwei by 0.65%, totaling 261,200 shares [5] Risk Matters - Chenzhou International received an administrative penalty of 970,000 yuan due to an electric shock incident during a project [6] - Qicai Chemical has been notified of a lawsuit involving an amount of 200 million yuan, currently in the second instance stage [7] - Hailian Jinhui confirmed that there are no violations of information disclosure regulations and that its operational situation remains normal [8]

证券代码：601279 证券简称：英利汽车 公告编号：2025-027 长春英利汽车工业股份有限公司 关于控股股东减持股份计划公告 本公司董事会、全体董事及相关股东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。 1 | | 董事、监事和高级管理人员 | □是 √否 | | --- | --- | --- | | | 其他：无 | | | 持股数量 | 1,298,704,372股 | | | 持股比例 | 81.90% | | | 当前持股股份来源 | IPO 前取得：1,298,704,372股 | | 上述减持主体存在一致行动人： 重要内容提示： 控股股东持股的基本情况 截至本公告披露日，长春英利汽车工业股份有限公司（以下简称"英利汽 车"、"公司"）的控股股东开曼英利工业股份有限公司（以下简称"开曼英 利"）持有公司股票 1,298,704,372 股，占公司总股本的 81.90%；上述股 份来源于公司首次公开发行前取得的股份，且已于 2024 年 4 月 15 日全部 解除限售并上市流通。 减持计划的主要内容 开曼英利拟通过集中竞价交易和大 ...

Core Viewpoint - Yingli Automotive (601279) announced that its controlling shareholder, Cayman Yingli, plans to reduce its stake in the company by a total of no more than 47.5736 million shares, which represents up to 3% of the company's total share capital [1] Summary by Category Share Reduction Plan - Cayman Yingli intends to reduce its holdings through centralized bidding and block trading methods, with a total reduction not exceeding 47.5736 million shares [1] - The reduction through centralized bidding will be limited to no more than 1% of the company's total shares, equating to a maximum of 15.8579 million shares within any consecutive 90-day period [1] - The block trading method will allow for a reduction of up to 2% of the company's total shares, or a maximum of 31.7157 million shares, also within any consecutive 90-day period [1] Current Shareholding - Cayman Yingli currently holds 1.299 billion shares, which accounts for 81.90% of the company's total share capital [1]

长春英利汽车工业股份有限公司 股票交易异常波动公告 证券代码：601279 证券简称：英利汽车 公告编号：2025-026 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。 （一）生产经营情况 经公司自查，目前经营状况正常，所处市场环境、行业政策没有发生重大调 整，公司生产成本和销售等情况亦未出现大幅波动，内部生产经营秩序正常，不 存在重大变化。 重要内容提示： 长春英利汽车工业股份有限公司（以下简称"公司"）股票于 2025 年 6 月 16 日-6 月 18 日连续三个交易日内收盘价格跌幅偏离值累计超过 20%，根据《上 海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。 经公司自查并书面征询公司控股股东及实际控制人，截止本公告披露日， 不存在应披露而未披露的重大信息。 公司敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票于 2025 年 6 月 16 日-6 月 18 日连续三个交易日内收盘价格跌幅偏 离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定 ...

Core Viewpoint - The stock of Changchun Yingli Automotive Industry Co., Ltd. experienced abnormal trading fluctuations, with a cumulative closing price drop exceeding 20% over three consecutive trading days from June 16 to June 18, 2025 [1][2]. Group 1: Stock Trading Abnormalities - The company's stock price deviation was identified as exceeding 20%, qualifying as an abnormal trading situation according to the Shanghai Stock Exchange regulations [1]. - The company conducted a self-examination and confirmed that there were no undisclosed significant information affecting the stock price [1][2]. Group 2: Business Operations - The company reported that its operational status remains normal, with no significant changes in market environment or industry policies, and production costs and sales have not experienced substantial fluctuations [1][2]. - As of the announcement date, there were no major events such as asset restructuring, share issuance, or significant business cooperation that could impact the stock price [2]. Group 3: Financial Performance - In the first quarter of 2025, the company reported revenue of approximately 992.73 million yuan, reflecting a year-on-year decline of 14.49% [2]. Group 4: Risk Awareness - The company advised investors to be cautious of market trading risks due to the significant stock price fluctuations and to make rational investment decisions [1][2].