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 partnerships [3][7]. Company Overview - Shanghai Automotive Air Conditioning Parts Co., Ltd. was established on July 8, 1992, and is located in Shanghai's Pudong New District. 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 79.38% from automotive thermal management system products, 18.86% from automotive engine system products, and 1.76% from other sources [7]. Market Activity - On October 27, the stock price of Shanghai Automotive increased by 0.19%, with a trading volume of 34.44 million yuan and a turnover rate of 1.01%, leading to a total market capitalization of 5.3 billion yuan [1]. - The company is categorized under the automotive industry, specifically in the automotive parts sector, and is involved in concepts such as automotive lightweighting, thermal management, and new energy vehicles [8]. Financial Performance - For the first half of 2025, the company reported a revenue of 1.065 billion yuan, reflecting a year-on-year growth of 3.54%. However, the net profit attributable to shareholders decreased by 18.47% to 83.48 million yuan [8]. - Since its A-share listing, the company has distributed a total of 202 million yuan in dividends [9]. 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 [3]. - The company has established long-term partnerships with globally recognized engine manufacturers, ensuring a stable customer base and adherence to strict supplier certification processes [2]. Technical Analysis - The average trading cost of the stock is 16.10 yuan, with the current stock price approaching a resistance level of 15.73 yuan, indicating potential for upward movement if this resistance is broken [6].

Group 1 - The company announced the establishment of a wholly-owned subsidiary in Morocco [2] - The decision was approved during the 13th meeting of the third board of directors [2] - The company has received the relevant certificates for the registration of the Moroccan subsidiary [2]

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。 上海汽车空调配件股份有限公司（以下简称"公司"）第三届董事会第十三 次会议审议通过了《关于对外投资设立全资子公司的议案》，同意公司在摩洛哥 设立全资子公司等相关事项。具体内容详见公司于2024年11月30日在上海证券交 易所网站（www.sse.com.cn）披露的《上海汽车空调配件股份有限公司关于对外 投资设立全资子公司的公告》（公告编号：2024-042）。 近日，公司收到摩洛哥子公司注册完成的相关证书，现将相关情况公告如下： 1.登记名称：SAAA DE MOROCCO 2.注册资本：800 万欧元 3.注册地：摩洛哥丹吉尔 上海汽车空调配件股份有限公司 关于全资子公司完成注册登记的公告 证券代码：603107 证券简称：上海汽配 公告编号：2025-057 4.经营活动：从事汽车工业零部件和配件的制造，包括新能源汽车零部件 特此公告。 上海汽车空调配件股份有限公司董事会 2025 年 10 月 23 日 ...

上海汽配公告称，此前公司第三届董事会第十三次会议同意在摩洛哥设立全资子公司。近日，公司收到 摩洛哥子公司注册完成的相关证书。该子公司登记名称为SAAADEMOROCCO，注册资本800万欧元， 注册地为摩洛哥丹吉尔，经营汽车工业零部件和配件制造，包括新能源汽车零部件。 ...

上海汽配(603107)近日接受机构调研，公司管理层介绍了车载冰箱业务等情况。上海汽配称，车载冰箱 是公司上市后开拓的第一个重点项目，也是公司战略布局的关键产品之一。 在谈到公司开展车载冰箱业务的考虑时，上海汽配称，随着新能源汽车从"电动化"向"智能化"、"舒适 化"演进，以及"户外热"持续扩容，车载冰箱有望快速步入从"高端选配"向"平权普及"的导入阶段，可 能迎来消费蓝海。 车载冰箱业务布局方面，上海汽配表示，在国内，公司根据我国汽车产业的分布，在沈阳、芜湖、武 汉、浙江、柳州、天津、佛山等地设有分、子公司，具备贴近客户就近向客户配套的能力。在国外，公 司在墨西哥设立了第一个境外子公司，业务范围辐射南北美；在摩洛哥设立第二个境外子公司，业务范 围辐射欧洲和非洲地区。国际化布局已经成为车载冰箱业务发展的核心战略之一。 另外，在燃油分配管外销业务方面，上海汽配介绍，今年以来，公司燃油分配管业务陆续取得了多个外 销项目的定点，这些外销项目生命周期内总销售额预计超过5亿元人民币。上述定点项目的主要终端客 户包括斯特兰蒂斯、通用汽车、福特汽车等最终客户，主要销售区域位于南北美和欧洲地区，这些项目 在今年年底陆续交样， ...

10月21日，上海汽配大宗交易成交50万股，成交额699.5万元，占当日总成交额的17.61%，成交价13.99元，较市场收盘价15.54元折价9.97%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | | 2025-10-21 | 上海汽配 | 603107 | 13.99 699.5 20 | 中信证券股份有限 | 民生证券股份有限 | ...

Group 1 - The core viewpoint of the article is that Shanghai Automotive Parts (603107) acknowledges that its stock performance in the secondary market is influenced by various factors including macroeconomic environment, industry policies, and market volatility [1] - The company states that its production and operations are currently normal and it will continue to optimize its main business to enhance operational performance [1] - The company aims to respond to the trust and support of its investors through continuous improvement in its business operations [1]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 10月15日，上海汽配收涨1.42%，收盘价为15.74元，发生1笔大宗交易，合计成交量50万股，成交金额 715万元。 第1笔成交价格为14.30元，成交50.00万股，成交金额715.00万元，溢价率为-9.15%，买方营业部为中信 证券股份有限公司上海张江园区证券营业部，卖方营业部为民生证券股份有限公司上海普陀区光新路证 券营业部。 进一步统计，近3个月内该股累计发生6笔大宗交易，合计成交金额为3778.9万元。该股近5个交易日累 计上涨0.38%，主力资金合计净流出535.35万元。 责任编辑：小浪快报 ...

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额[万元) 成交量(*) 买入营业部 | | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | | 025-10-15 | 上海汽配 | 603107 | 14.3 715 | · 50 | 查看年落露空甚麼 | 零责任务管理费见 | Ki | 10月15日，上海汽配大宗交易成交50万股，成交额715万元，占当日总成交额的15.55%，成交价14.3 元，较市场收盘价15.74元折价9.15%。 ...

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 partnerships in the automotive parts sector, particularly in the context of new energy vehicles and global supply chains. Group 1: Company Overview - Shanghai Automotive Air Conditioning Parts Co., Ltd. was established on July 8, 1992, and is located in Shanghai's Pudong New Area. 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 other products (1.76%) [7]. - As of June 30, the company had 31,100 shareholders, a decrease of 3.46% from the previous period, with an average of 7,023 circulating shares per person, an increase of 3.59% [8]. Group 2: Financial Performance - For the first half of 2025, the company achieved operating revenue of 1.065 billion yuan, representing a year-on-year growth of 3.54%. However, the net profit attributable to the parent company was 83.476 million yuan, a year-on-year decrease of 18.47% [8]. - The company has distributed a total of 202 million yuan in dividends since its A-share listing [9]. Group 3: Market Activity - On October 15, the company's stock price increased by 1.42%, with a trading volume of 38.82 million yuan and a turnover rate of 1.14%. The total market capitalization reached 5.31 billion yuan [1]. - The main net inflow of funds today was 1.7735 million yuan, accounting for 0.05% of the total, indicating a lack of significant buying or selling trends among major investors [4][5]. Group 4: Strategic Initiatives - The company plans to establish a wholly-owned subsidiary in Morocco with an investment of no more than 100 million yuan, aimed at enhancing 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][3].