Core Viewpoint - The company plans to establish or invest in a wholly-owned subsidiary in Japan, focusing on a warehousing center and production base, with an investment amount not exceeding 10 million RMB (or equivalent foreign currency) [1] Group 1: Investment Details - The investment aims to enhance the company's international competitiveness and service capabilities, as well as to improve its business layout and long-term strategic development plan [1] - The investment is subject to regulatory approval and requires registration and other related procedures overseas [1] Group 2: Operational Risks - There are operational risks associated with the investment due to differences in legal systems, policy frameworks, business environments, and cultural characteristics between Japan and China [1]

Group 1 - The core point of the article is that Tiancheng Automation (SH 603085) held its 22nd meeting of the 5th Board of Directors on September 26, 2025, to discuss matters related to the employee stock ownership plan [1] - For the fiscal year 2024, Tiancheng Automation's revenue composition is as follows: seat series accounts for 93.76%, while other businesses account for 6.24% [1] - As of the report date, Tiancheng Automation has a market capitalization of 4.3 billion yuan [2]

格隆汇9月28日丨天成自控(603085.SH)公布，为提升公司的国际竞争力和服务能力，完善公司业务布局 和中长期战略发展规划，公司拟设立或者通过子公司投资设立日本全资子公司并投资仓储中心及生产基 地。本次项目计划投资不超过1,000万元人民币（或等值外币），包括但不限于租赁或自建厂房、购建 固定资产等相关事项，实际投资金额以中国及当地主管部门批准金额为准。 ...

Core Viewpoint - The company aims to enhance its international competitiveness and service capabilities by establishing a wholly-owned subsidiary in Japan and investing in a warehousing center and production base [1] Group 1 - The company plans to invest no more than 10 million RMB (or equivalent foreign currency) for the project [1] - The investment will include, but is not limited to, leasing or constructing factory buildings and purchasing fixed assets [1] - The actual investment amount will be subject to approval by Chinese and local regulatory authorities [1]

Group 1: Industry Overview - The automotive seat industry consists of upstream raw material supply and component production, midstream seat assembly manufacturers, and downstream markets including original equipment manufacturers (OEMs) and aftermarket services [2][4] - Key raw materials include steel for seat frames, plastic for adjustment components, foam for comfort, and various materials for surface coverings [2] Group 2: Investment Trends - In 2023, Huayu Automotive's subsidiary, Yanfeng Automotive, is establishing a seat component export base in Shanghai to support North American electric vehicle clients [4][6] - In 2024, Jifeng Co. plans to raise 1.81 billion yuan for expansion projects in Hefei, enhancing seat assembly and interior component capabilities [4][6] - By 2025, Fuwei Co. will invest in a magnesium alloy production base, focusing on lightweight products for automotive applications [4][6] Group 3: Policy Landscape - China's automotive seat policies emphasize safety, lightweight design, intelligence, and green recycling, with standards upgrades and industry support driving transformation [7][9] - Starting in 2024, new national standards will enhance collision test requirements and improve safety for vulnerable groups [7][9] - Policies encourage the application of composite materials to reduce seat weight by over 20% and promote the integration of health monitoring features in seats [7][9] Group 4: Regional Development - Various provinces, including Beijing and Shaanxi, are promoting automotive industry clusters and supporting innovation in seat and interior component manufacturing [13]

Core Points - The Shanghai Composite Index is currently at 3791.74 points, with a decline of 0.96%, and the total trading volume of A-shares is 20,625.52 billion yuan [1] - A total of 17 A-shares have surpassed their annual line today, with notable stocks showing significant deviation rates, including Jinfu Technology, Xinhua Jin, and Nanjing Bank, with deviation rates of 7.49%, 3.74%, and 3.17% respectively [1] Summary by Category Stock Performance - Jinfu Technology (300128) has increased by 8.01% with a turnover rate of 12.11%, latest price at 5.80 yuan, and a deviation rate of 7.49% [1] - Xinhua Jin (600735) has risen by 10.07% with a turnover rate of 10.26%, latest price at 6.23 yuan, and a deviation rate of 3.74% [1] - Nanjing Bank (601009) has seen a 4.78% increase with a turnover rate of 1.09%, latest price at 10.96 yuan, and a deviation rate of 3.17% [1] Other Notable Stocks - Tiancheng Automation (603085) has increased by 4.33% with a turnover rate of 8.71%, latest price at 11.08 yuan, and a deviation rate of 2.39% [1] - Shanghai Lingang (600848) has risen by 2.74% with a turnover rate of 0.98%, latest price at 9.74 yuan, and a deviation rate of 2.04% [1] - Qilu Bank (601665) has increased by 2.84% with a turnover rate of 2.25%, latest price at 5.80 yuan, and a deviation rate of 1.68% [1]

Core Viewpoint - The A-share market shows a mixed performance with the Shanghai Composite Index at 3788.76 points, down by 1.04%, while the total trading volume reached 1.262 trillion yuan, indicating a fluctuating market environment [1] Group 1: Market Performance - As of 10:29 AM today, the Shanghai Composite Index is at 3788.76 points, with a decline of 1.04% [1] - The total trading volume in the A-share market is 1.262 trillion yuan [1] Group 2: Stocks Breaking the Annual Line - Eight A-shares have surpassed the annual line today, with notable stocks including Jinfu Technology, Nanjing Bank, and Kexin Technology, showing significant deviation rates of 8.78%, 2.89%, and 2.50% respectively [1] - Stocks with smaller deviation rates that have just crossed the annual line include Industrial Bank, Bank of China, and Shaanxi Coal, indicating a more cautious market sentiment [1] Group 3: Individual Stock Performance - Jinfu Technology (300128) has the highest daily increase of 9.31% and a deviation rate of 8.78%, with a latest price of 5.87 yuan [1] - Nanjing Bank (601009) and Kexin Technology (300565) also performed well, with daily increases of 4.49% and 7.08%, and deviation rates of 2.89% and 2.50% respectively [1] - Other stocks like Tiancheng Automation (603085) and Qilu Bank (601665) showed daily increases of 3.48% and 2.66%, with deviation rates of 1.56% and 1.51% respectively [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 三、风险提示 1、上述项目定点通知尚未构成实质性订单，涉及的产品实际供货时间、供货价格、供货数量以公司与 客户正式签订的供货协议或销售合同为准，实际销售金额将与客户汽车实际产量等因素相关，而汽车市 场整体情况、宏观经济形势等因素均可能对主机厂的生产计划和采购需求构成影响，公司最终供货量视 客户具体订单情况确定，因此公司供货量尚存在不确定性。 证券代码：603085 证券简称：天成自控 公告编号：2025-063 浙江天成自控股份有限公司 关于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"）于近日收到国内某头部知名新能源汽车企业（限于保密 协议，无法披露其名称，以下简称"客户"）乘用车座椅总成项目的定点通知，公司获得该客户乘用车座 椅总成项目的定点。根据客户规划，项目预计于2026年6月开始量产，项目生命周期为3年，预计项目周 期内配套乘用车总量为54万辆。 二、对公司的影响 公司再次获得该客户 ...

本报记者 邬霁霞 9月22日晚间，浙江天成自控股份有限公司（以下简称"天成自控"）发布公告称，公司于近日收到国内 某头部知名新能源汽车企业（以下简称"客户"）乘用车座椅总成项目的定点通知。根据客户规划，上述 项目预计于2026年6月份开始量产，项目生命周期为3年，预计项目周期内配套乘用车总量为54万辆。 天成自控相关负责人对《证券日报》记者表示，公司再度获得该客户项目定点，印证了客户对公司在持 续创新、技术研发、产品质量把控及全产业链协同配套方面能力的肯定。此次合作有助于强化公司在乘 用车领域的竞争地位。 上述天成自控相关负责人称，随着多个项目的陆续量产，公司乘用车业务的产销量和销售收入已进入高 速增长通道。预计随着下半年更多项目逐步启动量产，这一增长态势将得到进一步加强，为全年业绩目 标的实现提供坚实支撑。 在密集获取订单的背后，是天成自控不断完善的产能布局。目前，天成自控已在郑州、宁德、天台等地 拥有多个成熟生产基地，武汉、滁州、济南生产基地正在加速建设。此外，公司还计划通过定增募资不 超过8.92亿元，重点投入智能化生产基地建设，为海内外订单交付提供产能保障。 浙江大学管理学院特聘教授钱向劲对《证券日报 ...

Major Events - Shengxin Lithium Energy plans to acquire 21% stake in Qicheng Mining for 1.456 billion yuan, increasing its ownership to 70% [3] - Tianpu Co. has seen its stock rise 279.73% over 14 consecutive trading days, but the acquirer Zhonghao Xinying has no asset injection plans [4] - Hangdian Co. reports losses in its optical communication business while its copper foil business is still in the early stages [5] Shareholder Activities - Tianchuang Fashion is launching a shareholder reward event, offering 30% discount coupons to shareholders [6] - Beiliang Co. is collaborating with Tonghuashun for a "Shareholder Festival" event for past investors [7] Production and Operational Changes - Xinxiang Chemical Fiber will halt its biomass cellulose filament production line for 90 days starting October 1, affecting an annual capacity of 31,200 tons and expected revenue loss of approximately 185 million yuan [8] - Baijun Precision plans to transfer 18.29% of its stake in Suzhou Linghou Robotics for 64 million yuan [9] New Contracts and Projects - Tiancheng Self-Control has received a project designation from a leading domestic new energy vehicle company for seat assembly, expected to start production in June 2026 [10] - Huazi Industrial's subsidiary plans to sell dairy farm assets for 38.5 million yuan, impacting current profits by approximately 11.7 million yuan [11] - Oriental Pearl is participating in a special fund to acquire equity in Chaoyuan Digital Technology, with a total investment of 244 million yuan [12] Financial Performance - Changchuan Technology expects a net profit increase of 131.39% to 145.38% year-on-year for the first three quarters of 2025, driven by strong demand in the semiconductor industry [17] Major Contracts - Guangdong Construction has won a construction contract worth 1.924 billion yuan for a property reconstruction project in Guangzhou [18] - Youxunda anticipates winning a procurement project from the State Grid worth approximately 107 million yuan [19] - Samsung Medical is a candidate for multiple procurement projects from the State Grid, with a total expected value of about 193 million yuan [20] Share Buybacks and Financing - Sanfu New Science plans to repurchase shares worth between 10 million and 15 million yuan for employee stock incentives [39] - Guiyan Platinum plans to raise up to 1.291 billion yuan through a private placement for industrial upgrades and working capital [40] - Zhongjing Electronics intends to raise up to 700 million yuan, with the controlling shareholder participating in the subscription [41]