估值与投资建议。我们选取五家公司作为可比公司分别位于摩托车、乘用车以及智能驾驶等科技业务行 业，三家摩托车、乘用车可比公司估值25 年PS 平均值为1.3X；考虑到公司正加速向"AI+车"科技平台 转型，科技业务是未来核心增长点，参考两家智能驾驶可比公司PS 为23.04X。公司深度绑定吉利汽车 生态，在智能驾驶、智能座舱领域的技术布局与产品落地有望加速，并通过曹操出行探索Robotaxi 商业 化，长期增长空间广阔。随着公司科技业务逐步兑现，其估值体系有望重塑，建议关注。 风险提示：宏观经济不及预期的风险；智能化渗透率不及预期的风险；技术迭代不及市场的风险；智能 驾驶和Robotaxi 拓展不及预期的风险。 终端业务：汽车+摩托车双轮驱动，筑牢业绩基本盘。作为公司发展的基石，终端业务凭借汽车与摩托 车板块的协同增长，成为业绩稳定贡献的核心支撑。1）汽车板块聚焦"充换电一体化"核心能力建设， 一方面深度绑定曹操出行等B端营运市场，保障基础销量；另一方面加速国际市场布局，欧洲（意大 利、西班牙）市场超额完成目标，印尼市场实现睿蓝8 项目落地，逐步打开海外增长空间。2）摩托车 板块以国际化拓展为战略重心，出口业务 ...

从资金流向上来看，当日摩托车及其他板块主力资金净流入1.24亿元，游资资金净流出1767.56万元，散 户资金净流出1.06亿元。摩托车及其他板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603529 爱玛科技 | | 5695.07万 | 12.23% | -2978.34万 | -6.40% | -2716.73万 | -5.83% | | 603766 降鑫通用 | | 2780.86万 | 5.68% | -1007.24万 | -2.06% | -1773.62万 | -3.63% | | 601777 千里科技 | | 2640.57万 | 4.89% | -2587.26万 | -4.79% | -53.31万 | -0.10% | | 689009 九号公司 | | 2077.61万 | 1.88% | 1852.85万 | 1.68% | -3930.45万 | -3. ...

证券之星消息，9月4日摩托车及其他板块较上一交易日下跌1.57%，千里科技领跌。当日上证指数报收 于3765.88，下跌1.25%。深证成指报收于12118.7，下跌2.83%。摩托车及其他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) | | | --- | --- | --- | --- | --- | --- | --- | | 834058 | 华洋赛车 | 37.33 | 5.30% | 2.08万 | | 7643.69万 | | 002105 | 信隆健康 | 7.13 | 2.44% | 12.68万 | | 9040.92万 | | 603787 | 新日股份 | 12.55 | 1.13% | 5.62万 | | 7083.13万 | | 6600099 | 林海股份 | 10.65 | 0.76% | - 3.93万 | | 4207.97万 | | 600679 | 上海凤凰 | 13.35 | 0.75% | 9.86万 | | 1.32亿 | | 600818 | 中路股份 | 11.10 | 0.63% | 6.16万 | | ...

Group 1 - Shengtun Mining plans to repurchase shares worth between 500 million and 600 million yuan, with a maximum repurchase price of 11.82 yuan per share, aimed at employee stock ownership plans or equity incentives [1] - Kangnbei received a drug registration certificate for Linggui Shugan Granules, which is derived from traditional Chinese medicine and is used for treating phlegm and dampness due to Yang deficiency [2] - Zhangjiang Hi-Tech intends to publicly transfer 100% equity and related debts of Shanghai Jixin Rui Construction Technology Co., Ltd. with a total price not less than 151 million yuan [3] Group 2 - Shankai Intelligent won a bid for a metering device procurement project worth 13.318 million yuan from Hohhot Water Supply Company [4] - Hason Co. plans to jointly establish a supply chain company with a registered capital of 10 million yuan, in which Hason will hold a 10% stake [5] - Pudong Construction's subsidiaries won multiple major projects with a total amount of 1.271 billion yuan [6] Group 3 - Jinling Pharmaceutical received approval for the Phase III clinical trial of Olaratogrel tablets, which are used for treating moderate to severe pain associated with endometriosis [8] - Menohua's subsidiary obtained a drug registration certificate for Mosapride Citrate Tablets, aimed at improving gastrointestinal symptoms [10] - Shapuaisi's major shareholder plans to reduce holdings by up to 2% of the company's shares due to personal financial needs [11] Group 4 - Changyuan Power reported an August electricity generation of 3.771 billion kWh, a year-on-year decrease of 6.03% [15][16] - Xibu Livestock's August fresh milk production increased by 4.8% month-on-month but decreased by 7.27% year-on-year [19] - Yong'an Pharmaceutical's actual controller and chairman had their detention lifted, allowing them to resume normal duties [20] Group 5 - Jinkai Intelligent's director resigned due to work adjustments [22] - Xinhua Medical received a Class II medical device registration for an endoscope cleaning workstation [23] - Haishi Science and Technology's innovative drug HSK47388 received approval for a new indication clinical trial [25] Group 6 - Baotai Co. plans to participate in a land use rights auction in Baoji City with a starting price of 57.34 million yuan [26] - Minfeng Special Paper received a government subsidy totaling 11.2 million yuan [27] - Jiuchang Bio obtained a medical device registration for a heparin-binding protein assay kit [29] Group 7 - Jingao Technology plans to repurchase shares worth between 200 million and 400 million yuan, with a maximum price of 17.36 yuan per share [31] - Youxunda won a bid for a metering equipment project from China Southern Power Grid worth approximately 161 million yuan [32] - Qianli Technology reported an August vehicle sales increase of 168.55% year-on-year [32] Group 8 - Guangzhou Port expects an August container throughput increase of 1.2% year-on-year [32] - Kexing Pharmaceutical's GB08 injection completed the first subject enrollment for Phase II clinical trials [33] - Wu Ming Pharmaceutical plans to transfer 98.9% of its subsidiary's shares to a newly established wholly-owned subsidiary [34] Group 9 - Shanghai Electric's acquisition of K-Electric Limited shares has not yet completed the transfer [35] - Fulai New Materials plans to raise no more than 710 million yuan through a private placement [36] - Huaren Health's drug registration application for a new type of potassium ion competitive acid blocker has been accepted [37]

证券之星消息，9月3日摩托车及其他板块较上一交易日下跌0.9%，久祺股份领跌。当日上证指数报收于 3813.56，下跌1.16%。深证成指报收于12472.0，下跌0.65%。摩托车及其他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) | | | --- | --- | --- | --- | --- | --- | --- | | 003033 | 征和工业 | 46.80 | 1.83% | 3.16万 | | 1.48亿 | | 301345 | 涛涛车业 | 187.20 | 1.07% | 1.58万 | | 2665Z | | 000913 | 钱江摩托 | 16.89 | 0.84% | 15.47万 | | 2.64亿 | | 600689 | 九号公司 | 69.83 | 0.47% | 18.58万 | | 13.11亿 | | 603529 | 爱玛科技 | 35.39 | 0.08% | 6.18万 | | 2.19亿 | | 603129 | 春风动力 | 262.50 | -0.89% | 1.10万 | | 2.92亿 | | ...

注：1.新能源汽车销量包含由浙江吉利汽车有限公司及浙江豪情汽车制造有限公司生产、本公司对外销 售的车型。 证券代码：601777 证券简称：千里科技 公告编号：2025-065 重庆千里科技股份有限公司 2025年8月产销快报公告 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。 重庆千里科技股份有限公司2025年8月产销数据如下： ■ 2.本表为产销快报数据，最终数据以2025年审计数据为准。 特此公告。 重庆千里科技股份有限公司董事会 2025年9月3日 ...

证券代码：601777 证券简称：千里科技 公告编号：2025-065 重庆千里科技股份有限公司 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。 重庆千里科技股份有限公司2025年8月产销数据如下： | | | | 生产（辆） | | | | 销售（辆） | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 产品名称 | | 本月 | 本月 | | 本年 | 本年累计 | 本月 | 本月 | | 本 | | 年 | | 本年累计 | | | | | | | | | | | 数量 | | 同比增减 | 累计 | | 同比增减 | 数量 | 同比增减 | | 累 | | 计 | | 同比增减 | | | | | | | | | | 新能源 | | | | | | | | | | | | 汽车 汽车 | | | | | | | | | | | | 整车 其他 | | | | | | | | | | | | 车型 | | | | | ...

其中，新能源汽车8月产量为1144辆，同比增长113.83%，今年累计产量为9002辆，同比增长133.58%；8月销量为1536辆，同比下降15.93%， 今年累计销量为22064辆，同比增长61.27%。 此外，8月，其他车型的产量为8875辆，同比增长261.21%，今年类型产量为36595辆，同比增长127.57%；其他车型的销量为9531辆，同比增 长315.48%，今年累计销量为37953辆，同比增长103.82%。 （校对/黄仁贵） 9月2日，千里科技发布8月产销快报公告称，公司8月生产汽车整车10019辆，同比增长234.86%，今年累计产量为45597辆，同比增长 128.73%；8月销售汽车整车11067辆，同比增长168.55%，今年累计销量为60017辆，同比增长85.8%。 | 产品名称 | | | 生产(辆) | | | | 销售(辆) | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 本月 | 本月 | 本年 本年累计 | | 本月 | 本月 | 本年 | 本年累计 | | | | ...

格隆汇9月2日｜千里科技公告，本月即2025年8月汽车整车生产10019辆，同比增长234.86%；销售 11067辆，同比增长168.55%。其中新能源汽车生产1144辆，同比增长113.83%；销售1536辆，同比下降 15.93%。其他车型生产8875辆，同比增长261.21%；销售9531辆，同比增长315.48%。本年累计整车生 产45597辆，同比增长128.73%；销售60017辆，同比增长85.80%。 ...

证券之星消息，9月2日重庆国企改革板块较上一交易日下跌1.11%，*ST惠程领跌。当日上证指数报收于 3858.13，下跌0.45%。深证成指报收于12553.84，下跌2.14%。重庆国企改革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) | | --- | --- | --- | --- | --- | --- | | 600689 | 上海三毛 | 13.79 | 2.99% | 10.02万 | 1.36亿 | | 601158 | 重庆水务 | 4.74 | 0.64% | 15.63万 | 7368.78万 | | 000565 | 渝三峡A | 8.71 | 0.23% | 18.26万 | 1.58 Z | | 601827 | 三峰环境 | 8.54 | 0.00% | 1 5.34万 | 4543.59万 | | 600939 | 車庆建工 | 3.49 | -0.29% | 10.20万 | 3545.34万 | | 000950 | 重药控股 | 5.23 | -0.38% | 22.84万 | 1.19亿 | | 600369 | ...