人民财讯1月21日电，上海汽配（603107）1月21日公告，下属全资子公司浙江海利特汽车空调配件有限 公司于近日收到梅赛德斯-奔驰(简称：奔驰)新项目的提名，首次进入奔驰全球供应体系。本项目2026年 为开发交样期，本项目的提名不会对公司本年度经营业绩产生重大影响。 ...

上海汽配公告，公司下属全资子公司浙江海利特收到梅赛德斯-奔驰新项目的提名，首次进入奔驰全球 供应体系。这一提名标志着公司产品的技术水平、质量管控及供应服务能力获得全球豪华汽车龙头企业 的高度认可，是公司拓展高端客户、切入全球顶级供应链体系的里程碑事件。本项目2026年为开发交样 期，本项目的提名不会对公司本年度经营业绩产生重大影响。 ...

证券日报网讯1月19日，上海汽配（603107）在互动平台回答投资者提问时表示，股价在二级市场的表 现受到宏观经济环境、行业政策、市场波动等多种因素影响。目前公司生产经营正常，公司会持续优化 主营业务，努力提升经营业绩，以回应广大投资者的信任和支持。 ...

Group 1 - The company has confirmed its presence in the European market by selling products directly to customers without using agents [2] - The sales strategy involves direct sales to clients, indicating a proactive approach to market penetration in Europe [2]

Core Viewpoint - Shanghai Automotive Parts (603107) has confirmed that Zhejiang Hailite is currently operating well, with the complete relocation of fuel pipe production capacity from Shanghai to Zhejiang Hailite and partial relocation of air conditioning pipe capacity also underway [1] Group 1 - The fuel pipe production capacity has been fully relocated to Zhejiang Hailite [1] - A portion of the air conditioning pipe production capacity has been moved to Zhejiang Hailite, with the remaining relocation progressing in an orderly manner [1]

Group 1 - The core viewpoint of the article is that Shanghai Automotive Parts (603107.SH) is in the process of relocating its air conditioning pipe production capacity in the Pudong New Area of Shanghai, with part of the relocation already completed [1] - The company has not yet received a formal demolition order as of the current date [1]

格隆汇1月19日丨上海汽配(603107.SH)在投资者互动平台表示，公司位于上海市浦东新区的空调管产能 已完成部分搬迁工作，剩余搬迁工作正在有序进行中。截止目前，公司未收到正式拆迁令。 ...

Group 1 - The company confirmed that the relocation of its fuel pipe production capacity from Shanghai to Zhejiang Hailite has been completed, and the air conditioning pipe production capacity is in the process of being relocated [2] - The remaining air conditioning pipe production capacity relocation is progressing in an orderly manner [2]

来源：新浪证券-红岸工作室 1月14日，上海汽配涨0.26%，成交额7354.35万元，换手率2.21%，总市值51.34亿元。 异动分析 国企改革+中俄贸易概念+一带一路+新能源汽车+汽车热管理 1、公司属于国有企业。公司的最终控制人为上海市浦东新区北蔡镇人民政府。 2、公司上市保荐书：目前公司的燃油分配管主要客户为全球知名的发动机制造商，包括联合电子、博 格华纳（BorgWarner）、 IHO Group（大陆集团和纬湃科技） 、俄罗斯埃塔曼集团（NPP ITELMA LLC）等。上述客户与公司保持着长期稳定的合作关系，对方在供应商筛选方面具有严格的供应商认证 体系，供应商需通过严格的认证测试方可合作，一旦获得认可，会被列入其合格供应商目录。 3、2024年11月30日公告：为进一步加大海外市场开拓力度，完善落实公司国际化战略发展布局，提升 公司的综合实力和核心竞争力，公司拟在摩洛哥设立全资子公司（以下简称"标的公司"）。本次拟投资 自有资金不超过等值 1亿元人民币，具体投资时间及金额将根据当地注册资本实缴要求及标的公司实际 需求分批投入，投资金额主要用于设立标的公司、购买土地、新建厂房及装修、购买生产 ...

Core Viewpoint - The company, Shanghai Automotive Air Conditioning Parts Co., Ltd., is focusing on expanding its international market presence and enhancing its core competitiveness through strategic investments and product development in the automotive parts sector, particularly in the context of new energy vehicles and global trade initiatives [2][3]. Company Overview - Shanghai Automotive Air Conditioning Parts Co., Ltd. was established on July 8, 1992, and listed on November 1, 2023. The company specializes in the research, development, production, and sales of automotive air conditioning pipes and fuel distribution pipes [7]. - The company's main business revenue composition includes automotive thermal management system products (79.38%), automotive engine system products (18.86%), and others (1.76%) [7]. Market Position and Financial Performance - As of September 30, 2025, the company achieved a revenue of 1.645 billion yuan, representing a year-on-year growth of 6.41%, and a net profit attributable to shareholders of 135 million yuan, with a slight increase of 0.28% [8]. - The company has a total market capitalization of 5.08 billion yuan, with a trading volume of 31.55 million yuan and a turnover rate of 0.96% on January 7 [1]. Strategic Initiatives - The company plans to establish a wholly-owned subsidiary in Morocco with an investment of up to 100 million yuan to enhance its international strategy and operational capabilities [2]. - The company has established long-term stable relationships with major global engine manufacturers, including BorgWarner and NPP ITELMA LLC, which require strict supplier certification processes [2]. Product Development - The company's R&D department has over 30 years of experience and has quickly developed air conditioning pipe products that meet the quality standards for new energy vehicles, gaining recognition from clients [3]. - The automotive air conditioning pipe products are widely used in various traditional fuel models and have become a major supplier for first-tier new energy vehicle manufacturers [3].