经济观察网天成自控（603085）近期在业绩、业务及资本运作方面有多项进展。 业绩经营情况 公司全资子公司获得国内头部汽车企业乘用车座椅定点通知，项目为平台型(含三款车型)，预计2026年 10月开始量产，生命周期总金额约23亿元。此外，公司签订无人机系统重大合同，总额超过1亿元。 资金动向 公司拟以自有资金1亿至2亿元回购股份，用于股权激励或员工持股计划，回购价格不超过60.52元/股。 以上内容基于公开资料整理，不构成投资建议。 公司预计2025年归母净利润为8000万元至9500万元，同比实现扭亏为盈，主要因乘用车座椅订单增加及 多个座椅业务市场回暖。 业务进展情况 ...

长江商报消息 ●长江商报记者 徐阳 天成自控（603085.SH）近期好消息不断。 2月8日晚，天成自控公告称，公司全资子公司收到国内某头部汽车企业的定点通知，成为其乘用车座椅 供应商，本次定点项目预计生命周期总金额为23亿元。 天成自控表示，本次获得该客户项目定点，是公司在乘用车市场不断拓展和深化的表现，有利于进一步 提升乘用车座椅业务市场份额。 天成自控的主营业务为乘用车座椅、工程机械与商用车座椅、航空座椅的研发设计、生产和销售。公司 聚焦主业做大做强，努力拓展全球市场，已斩获多个订单，持续提升市场占有率。 得益于核心主业销量增长，天成自控2025年业绩改善明显，预计2025年归属于上市公司股东的净利润 （以下简称"归母净利润"）8000万至9500万元，同比将实现扭亏为盈。 子公司获乘用车座椅定点 2月8日晚间，天成自控公告，公司全资子公司武汉天成自控汽车座椅有限公司（以下简称"武汉天成"） 于近日收到国内头部某汽车企业（限于保密协议，无法披露其名称，以下简称"客户"）的定点通知，武 汉天成成为该客户乘用车座椅供应商。 本次定点的乘用车座椅项目为平台型项目（包含三款车型）。根据客户规划，项目预计于 20 ...

Core Viewpoint - Tiancheng Automation's subsidiary, Wuhan Tiancheng, has been designated as a seat supplier for a leading domestic automotive company, marking a significant contract in the automotive sector [1] Group 1: Project Details - The project involves the supply of passenger car seats and is categorized as a platform project, which includes three vehicle models [1] - Production is expected to commence in October 2026, with a project lifecycle spanning five years [1] - The total projected value of the project over its lifecycle is estimated at 2.3 billion yuan [1]

Group 1 - Company Saisir signed a cooperation agreement with the Shapingba District Government of Chongqing, establishing a new company funded by the separation of existing assets related to blue electric vehicles [1] - The new company will have a shareholding structure where the SPV holds approximately 33.5%, other investors hold about 18.5%, and the company and its designated entities hold around 32% [1] - The new company's board will consist of 5 members, with the company appointing 1 member [1] Group 2 - Yunlu Co., Ltd. announced that the detention measures against its Chairman and General Manager, Li Xiaoyu, have been lifted, allowing him to resume his duties [2] - Lin Yang Energy's controlling shareholder plans to increase its stake in the company by investing between 50 million and 100 million yuan within the next 12 months [3] - Zhongfu Shenying's controlling shareholder plans to reduce its stake by up to 3%, amounting to a maximum of 27 million shares [4] Group 3 - Anlu Technology's shareholders, including several investment funds, plan to collectively reduce their stake by up to 4% [5] - Jinfeng Technology is in the planning stage of a share acquisition, with its controlling shareholder intending to transfer 6% of the company's shares [6] - Shenjian Co., Ltd. reported that its revenue from the commercial aerospace sector is less than 1% of its total revenue, indicating limited contribution from this segment [7] Group 4 - Guolian Minsheng plans to increase its investment in Minsheng Securities by 200 million yuan, with the funds sourced from a specific stock issuance [8] - Zhongsheng Pharmaceutical's subsidiary has reported positive results from two Phase III clinical trials for its innovative drug, indicating effective treatment for influenza in children and adolescents [9] - Mingguan New Materials has decided to terminate its investment in a solar backplane and functional film production project due to industry overcapacity and declining profitability [10] Group 5 - Huading Co., Ltd.'s controlling shareholder plans to publicly solicit buyers for a 6% stake in the company [11] - Tiancheng Auto Control's subsidiary has received a notification to supply passenger car seats for a major automotive client, with a project lifecycle value of 2.3 billion yuan [12] - Shanshan Co., Ltd. signed a restructuring investment agreement that may lead to a change in its controlling shareholder to Anhui State-owned Assets Supervision and Administration Commission [13] Group 6 - Sichuan Changhong intends to transfer 58.33% of its subsidiary's equity to its controlling shareholder for 33.1245 million yuan, as the subsidiary's business has ceased operations [14] - Ruili Kemi is planning to acquire a 16% stake in its subsidiary, with the stock being suspended from trading [15] - Yongtai Technology is also planning to purchase a 25% stake in Yongtai High-tech from Ningde Times, with its stock suspended from trading as well [16][17]

Performance Highlights - Guomachine General reported a net profit of 585.16 million yuan for 2025, a year-on-year increase of 45.71% with total revenue of 899 million yuan, up 17.32% [5] - Tianshili achieved a net profit of 1.105 billion yuan, a 15.68% increase year-on-year, despite a revenue decline of 3.08% to 8.236 billion yuan [5] - Focus Technology's net profit rose by 11.73% to 504 million yuan, with total revenue reaching 1.92 billion yuan, up 15.06% [5] - Times Electric reported a net profit of 4.105 billion yuan, a 10.88% increase, with total revenue of 28.761 billion yuan, up 15.46% [5] - Tongxingbao's net profit increased by 5.51% to 221 million yuan, with total revenue of 1.068 billion yuan, up 19.24% [5] Capital Increase & Restructuring - Ruili Kemi is planning to issue shares to acquire a 16% stake in its subsidiary, with trading suspended from February 9 [6] - Longyun Co. intends to acquire a 58% stake in Yuheng Film and Television, with trading resuming on February 9 [6] - Yingwang Yingchuang is set to acquire 100% of Lianshi Legend, a smart marketing service provider [6] - Jiantou Energy's application for a specific stock issuance has been approved by the Shenzhen Stock Exchange [6] - Shanshan Co. signed a restructuring investment agreement with its controlling shareholder [6] Major Events - Aihuilong received a notice of investigation from the China Securities Regulatory Commission for suspected information disclosure violations [9] - Tiansheng New Materials also received a notice of investigation for similar reasons [10] - Cloud Road Co. announced the lifting of the detention of its chairman and general manager [10] - TCL Zhonghuan's subsidiary signed a patent licensing agreement with Aiyu Co. for a total fee of 1.65 billion yuan [11] - Shenjian Co. reported that its aerospace business revenue is relatively small, accounting for less than 1% of total revenue [11] Investment Projects - Wantong Expressway plans to invest approximately 5.42 billion yuan in the renovation and expansion of the Lianhuo Expressway [15] - Zhixin Co. intends to invest up to 1.1 billion yuan in an automotive welding parts project [15] - Hangyu Technology plans to invest up to 1.05 million euros in a forging production base in Slovakia [15] - Dongtianwei is set to invest 400 million yuan in a global R&D center and manufacturing headquarters in South China [15] - Zhongguancun is planning to build a modern digital factory for traditional Chinese medicine in Jiamusi City [15] Stock Trading Updates - The stock of Cuihua Jewelry will be suspended for one day starting February 9 due to the freezing of its main bank accounts [4] - The stock of Longyun Co. will resume trading on February 9 after a suspension [23] - Ruili Kemi and Yongtai Technology will be suspended from trading starting February 9 [24]

Company Announcements - Shanshan Co., Ltd. will change its actual controller to the Anhui Provincial State-owned Assets Supervision and Administration Commission if the restructuring is successful [2] - Yongtai Technology plans to acquire a 25% stake in Yongtai High-tech from Ningde Times, making Ningde Times a shareholder [2] - Shenjian Co., Ltd. reported that revenue from its commercial aerospace application will account for less than 1% of its total revenue in 2025 [3] - Anlu Technology's major shareholders, including the National Big Fund, plan to collectively reduce their holdings by no more than 4% [4] Investments & Contracts - Saisir signed a cooperation agreement with the Chongqing Shapingba District People's Government to establish a target company by divesting related assets [5] - Mingguan New Materials decided to terminate the investment agreement for a solar backsheet and functional film production base project due to market conditions [5] Share Buybacks & Reductions - Linyang Energy's controlling shareholder plans to increase its stake in the company by 50 million to 100 million yuan [8] Operations & Performance - Zhongsheng Pharmaceutical's subsidiary achieved positive results in two Phase III clinical trials for its innovative drug, Anladiwei [8] Contracts & Project Awards - Tiancheng Control's subsidiary received a notification to supply passenger car seats to a leading domestic automotive company, with a project lifecycle worth 2.3 billion yuan [9] Stock Price Movements - Jinfutec announced that its main business differs from the target company's, which may pose operational and integration challenges [10] Other - Yunlu Co., Ltd.'s chairman and general manager, Li Xiaoyu, has had his detention lifted and is resuming normal duties [11]

Major Events - Shenjian Co., Ltd. reported that its revenue from the commercial aerospace application field accounted for less than 1% of total revenue, with aerospace-related revenue at 1.39 billion yuan, representing 7.59% of total revenue for Q3 2025 [1] - Jinfutech is in the planning stage for a share acquisition, with uncertainty regarding the transaction's completion and integration risks due to the differing industries involved [2] - Yongtai Technology plans to acquire a 25% stake in Yongtai High-tech from CATL, with stock trading suspended [3] - Ruili Kemi is planning to acquire a 16% stake in Wuhan Kede Si, with stock trading also suspended [4] - Yunlu Co., Ltd. announced the lifting of detention measures on its chairman, allowing him to resume normal duties [5] - Guolian Minsheng intends to increase its investment in Minsheng Securities by 200 million yuan, with funds sourced from a specific stock issuance [6] - Zhongsheng Pharmaceutical's subsidiary has reported positive results from two Phase III clinical trials for its innovative drug, Anladiwei [7] - Mingguan New Materials has decided to terminate its investment in a solar panel production project due to industry overcapacity and declining profitability [8] - Sichuan Changhong plans to transfer 58.33% of its data company to its controlling shareholder for 33.1245 million yuan, as the data company ceased operations in 2023 [9] Shareholding Changes - Linyang Energy's controlling shareholder plans to increase its stake by 50 million to 100 million yuan within 12 months [10] - Anlu Technology's shareholders plan to collectively reduce their holdings by up to 4% [11] - Zhongfu Shenying's controlling shareholder intends to reduce its stake by up to 3% [12] Major Contracts - Sairisi signed a cooperation agreement with the Shapingba District Government in Chongqing to establish a new company with shared ownership [13] - Singshan Co., Ltd. signed a restructuring investment agreement with investors, potentially changing its controlling shareholder [14] - Tianceng Zikong's subsidiary received a notification to supply passenger car seats, with an expected project lifecycle revenue of 2.3 billion yuan [15]

公司乘用车座椅业务主要包括汽车座椅整椅及座椅骨架、滑轨、调角器、增 高泵、电机等核心机构件。公司服务经验和客户资源的积累、技术创新能力的提 升，均有利于公司进一步扩大在乘用车座椅领域的竞争力与影响力，对公司乘用 车座椅市场拓展和业务发展具有重要意义。 三、风险提示 证券代码：603085 证券简称：天成自控 公告编号：2026-003 浙江天成自控股份有限公司 关于子公司收到客户项目定点通知的公告 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。 一、概况 浙江天成自控股份有限公司（以下简称"公司"）全资子公司武汉天成自控 汽车座椅有限公司（以下简称"武汉天成"）于近日收到国内头部某汽车企业（限 于保密协议，无法披露其名称，以下简称"客户"）的定点通知，武汉天成成为 该客户乘用车座椅供应商。 本次定点的乘用车座椅项目为平台型项目（包含三款车型）。根据客户规划， 项目预计于 2026 年 10 月开始量产，项目生命周期为 5 年，预计生命周期总金额 为 23 亿元。 二、对公司的影响 公司获得该客户项目定点标志着客户对公司持续创新 ...

Core Viewpoint - Tiancheng Zikong (603085.SH) has received a notification from a leading domestic automotive company, confirming its selection as a supplier for passenger car seats, marking a significant business development for the company [1] Group 1: Project Details - The project involves a platform-type passenger car seat project that includes three vehicle models [1] - Production is expected to commence in October 2026, with a project lifecycle of five years [1] - The total expected revenue over the project's lifecycle is estimated at 2.3 billion yuan [1]

Group 1 - The company Tiancheng Zikong (603085.SH) announced that its wholly-owned subsidiary, Wuhan Tiancheng Zikong Automotive Seat Co., Ltd., has received a designated notification from a leading domestic automotive enterprise, becoming the supplier of passenger car seats for this client [1] - The designated passenger car seat project is a platform project that includes three vehicle models [1] - According to the client's plan, the project is expected to start mass production in October 2026, with a project lifecycle of five years and an estimated total value of 2.3 billion yuan [1]