证券代码：603107 证券简称：上海汽配 公告编号：2026-002 上海汽车空调配件股份有限公司关于使用 部分暂时闲置募集资金进行现金管理的进展公告 （二）投资金额 投资种类：大额存单 投资金额：人民币 10,000 万元 已履行及拟履行的审议程序 （一）投资目的 在确保不影响募集资金投资项目建设和募集资金使用的情况下，公司合理使 用部分暂时闲置募集资金进行现金管理，有利于提高募集资金的使用效率，降低 公司财务费用，增加公司收益。 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。 重要内容提示： 2025 年 10 月 28 日,公司第三届董事会第二十次会议审议通过了《关于使用 部分暂时闲置募集资金进行现金管理及募集资金余额以协定存款方式存放的议 案》。 特别风险提示 本次购买的理财产品属于安全性高、流动性好、保本型金融产品，总体风险 可控，但金融市场受宏观经济的影响较大，不排除该项投资受到市场波动的影响。 提醒广大投资者注意投资风险。 一、投资情况概述 公司本次委托理财的投资金额为人民币 10,000 万元 （三）资金来源 ...

Group 1 - The company, Shanghai Auto Parts, has disclosed the number of shareholders at the end of the reporting period in accordance with relevant regulations [2]

Core Viewpoint - Shanghai Automotive Air Conditioning Parts Co., Ltd. has been nominated for a new project by Mercedes-Benz, marking its first entry into the global supply system of the brand, which is expected to enhance its international market presence and brand influence [1] Company Announcement Summary - The subsidiary Zhejiang Hailite Automotive Air Conditioning Parts Co., Ltd. received a nomination for a new project from Mercedes-Benz, indicating recognition of the company's technical capabilities, quality control, and supply service [1] - The project development and sample delivery period is set for 2026, and it is not expected to have a significant impact on the company's operating performance for the current year [1] - The company operates independently, and fulfilling the contract will not create dependency, although the project has a long cycle and is subject to uncertainties from policy and market factors [1]

Key Points - Hunan Silver's future market price for silver products has uncertainty regarding its ability to continue rising or maintain high levels [1] - Zhite New Materials may apply for a trading suspension again if its stock price experiences further abnormal increases [1] - Binhai Energy plans to invest in the construction of porous carbon and silicon-carbon anode material projects [1] - Baotai's subsidiary signed a construction contract worth 85.5626 million yuan with an affiliated party [1] - Limin Co. expects a net profit growth of 471.55%-514.57% year-on-year for 2025 [1] - Han Jian Heshan intends to acquire 52.51% equity in Xingfu New Materials, with trading suspension starting January 22 [2] - Xingfa Group plans to repurchase company shares with an investment of 200 million to 400 million yuan [1] - Actual controller of Hengshuai Co. plans to reduce holdings by no more than 2.16% [1] - Lu Wei Optoelectronics intends to raise no more than 1.38 billion yuan through a private placement [1]

Group 1 - Company Han Jian He Shan is planning a major asset restructuring by acquiring 52.51% of the shares of Liaoning Xingfu New Materials Co., Ltd. The stock will be suspended from trading starting January 22, 2026, for up to 9 trading days [2][20] - Company Tengjing Technology has signed a sales order worth approximately 1280 million USD (about 8915 million RMB) for high-end optical devices in the optical communication field, which is expected to positively impact its operating performance [3] Group 2 - Company Qianfang Technology expects to achieve a net profit of 250 million to 320 million RMB in 2025, recovering from a loss of 1.193 billion RMB in the previous year, mainly due to the recovery of its main business and reduced asset impairment losses [5] - Company Defu Technology anticipates a net profit of 97 million to 125 million RMB in 2025, recovering from a loss of 245 million RMB in the previous year, driven by significant market demand recovery and product upgrades [5] - Company Estun expects a net profit of 35 million to 50 million RMB in 2025, recovering from a loss of 810 million RMB in the previous year, supported by increased sales in the industrial robot sector [5] Group 3 - Company Shanghai Yizhong forecasts a net profit of 60 million to 70 million RMB in 2025, representing a growth of 760.18% to 903.54% compared to the previous year, primarily due to the inclusion of its core product in the national medical insurance directory [6] - Company Jin'an Guoji expects a net profit of 280 million to 360 million RMB in 2025, an increase of 655.53% to 871.4% year-on-year, attributed to improved market conditions for copper-clad laminates [7] - Company Liming Co. anticipates a net profit of 465 million to 500 million RMB in 2025, reflecting a growth of 471.55% to 514.57% year-on-year, driven by increased sales and prices of its main products [7] Group 4 - Company Baiao Intelligent expects a net profit of 90 million to 120 million RMB in 2025, a growth of 228.34% to 337.79% year-on-year, supported by increased demand in the consumer electronics market [8] - Company Dajin Heavy Industry forecasts a net profit of 1.05 billion to 1.2 billion RMB in 2025, representing a growth of 121.58% to 153.23% year-on-year, driven by rapid growth in the offshore wind power market [8] - Company Juhua Co. expects a net profit of 3.54 billion to 3.94 billion RMB in 2025, an increase of 1.58 billion to 1.98 billion RMB year-on-year, primarily due to rising prices of fluorinated refrigerants [9] Group 5 - Company Huan Li Pharmaceutical anticipates a net profit of 1.1 billion to 1.2 billion RMB in 2025, an increase of 4.85 billion to 5.85 billion RMB year-on-year, driven by revenue growth and equity transfer income [9] - Company Hengxing New Materials expects a net profit of 57.61 million to 66.24 million RMB in 2025, reflecting an increase of 65.28% to 90.05% year-on-year [9] - Company Yichang Technology forecasts a net profit of 150 million to 225 million RMB in 2025, a growth of 58% to 138% year-on-year, due to its strategic shift towards high-value sectors [10] Group 6 - Company Shanghai Electric expects a net profit of 1.1 billion to 1.32 billion RMB in 2025, an increase of 350 million to 570 million RMB year-on-year, driven by steady growth in its core business [11] - Company Tianfu Communication anticipates a net profit of 1.881 billion to 2.15 billion RMB in 2025, a growth of 40% to 60% year-on-year, supported by the demand for high-speed optical devices [11] - Company Huqin Technology expects to achieve operating revenue of 170 billion to 171.5 billion RMB in 2025, a growth of 54.7% to 56.1% year-on-year [12]

Core Viewpoint - Shanghai Automotive Air Conditioning Parts Co., Ltd. has received a project nomination from Mercedes-Benz, marking its entry into the global supply chain of the luxury automotive brand, which is expected to enhance its international market presence and brand influence [1]. Group 1: Company Performance - As of January 21, 2026, Shanghai Automotive Parts (603107) closed at 15.52 yuan, up 0.19% from the previous trading day, with a total market capitalization of 5.235 billion yuan [1]. - The stock opened at 15.4 yuan, reached a high of 15.55 yuan, and a low of 15.4 yuan, with a trading volume of 45.7716 million yuan and a turnover rate of 1.35% [1]. Group 2: Project Announcement - The company announced that its wholly-owned subsidiary, Zhejiang Hailite Automotive Air Conditioning Parts Co., Ltd., has been nominated for a new project by Mercedes-Benz, indicating recognition of its technology, quality control, and supply service capabilities [1]. - The project is set for sample development in 2026 and is not expected to have a significant impact on the company's operating performance for that year [1]. - The project has a long cycle and may face uncertainties due to policy and market factors [1].

Core Viewpoint - The announcement signifies that the company has officially entered the global supply system of Mercedes-Benz, marking a milestone in its expansion into the high-end automotive market and enhancing its international brand influence and industry recognition [1] Group 1: Company Development - The company's wholly-owned subsidiary, Zhejiang Hailite Automotive Air Conditioning Parts Co., Ltd., has received a nomination for a new project from Mercedes-Benz [1] - This nomination indicates that the company's product technology level, quality control, and supply service capabilities have been highly recognized by a leading global luxury automotive enterprise [1] Group 2: Strategic Implications - The collaboration with Mercedes-Benz will facilitate the company's business expansion into the international high-end automotive market [1] - Deep cooperation with Mercedes-Benz is expected to drive continuous upgrades in technology research and development, lean production, and strengthen the company's core competitiveness and technological barriers [1] - This partnership lays a solid foundation for the company to expand its client base among other global premium automotive manufacturers and enhance its operational resilience [1]

Core Viewpoint - Shanghai Automotive Parts (603107.SH) has received a nomination for a new project from Mercedes-Benz, marking its official entry into the global supply chain of the luxury automotive leader [1] Group 1: Company Recognition and Milestone - The project nomination signifies that the company's product technology, quality control, and supply service capabilities have been highly recognized by a global luxury automotive leader [1] - This event is a milestone for the company in expanding its high-end customer base and entering the top-tier global supply chain [1] Group 2: Business Expansion and Brand Influence - Leveraging Mercedes-Benz's global production layout and market channels, the company's business will further expand into the international high-end automotive market [1] - This partnership is expected to significantly enhance the company's international brand influence and industry recognition [1] Group 3: Technological Advancement and Competitive Edge - The deep collaboration with Mercedes-Benz will drive continuous iteration and upgrades in technology research and development, as well as lean production [1] - Strengthening core competitiveness and technological barriers will lay a solid foundation for the company to expand its client base among other global quality automotive enterprises and enhance its operational resilience [1] - This aligns with the company's long-term strategic development direction and the interests of all shareholders [1]

Core Viewpoint - Shanghai Automotive Air Conditioning Parts Co., Ltd. has been nominated for a new project by Mercedes-Benz, marking its first entry into the global supply system of the luxury automotive leader [1] Group 1: Company Recognition and Milestones - The project nomination signifies that the company's product technology level, quality control, and supply service capabilities have received high recognition from a global luxury automotive leader [1] - This event is a milestone for the company in expanding its high-end customer base and entering the global top-tier supply chain [1] Group 2: Business Expansion and Brand Impact - Leveraging Mercedes-Benz's global production layout and market channels, the company will further expand its business into the international high-end automotive market [1] - The collaboration with Mercedes-Benz is expected to significantly enhance the company's international brand influence and industry recognition [1] Group 3: Future Development and Strategic Alignment - Deep cooperation with Mercedes-Benz will drive continuous iteration and upgrades in technology research and development, as well as lean production [1] - This partnership will strengthen the company's core competitiveness and technological barriers, laying a solid foundation for future expansion to more global quality automotive clients and enhancing cyclical operational resilience [1] - The developments align with the company's long-term strategic direction and the interests of all shareholders [1]

证券代码：603107 证券简称：上海汽配 公告编号：2026-001 上海汽车空调配件股份有限公司 关于收到客户项目提名的公告 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。 上海汽车空调配件股份有限公司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（以下简称：奔驰）新项目的提名，首次进入奔 驰全球供应体系。 二、对公司的影响 该项目提名标志着公司正式进入奔驰全球供应体系，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。依托奔驰全球化的生产 布局与市场渠道，公司业务将进一步拓展至国际高端汽车市场，显著提升品牌国 际影响力与行业知名度。同时，与奔驰的深度合作将推动公司在技术研发、精益 生产等方面实现持续迭代升级，强化核心竞争力与技术壁垒，为后续拓展更多全 球优质车企客户、增强抗周期经营能力奠定坚实基础，符合公司长期战略发展方 向与全体股东利益。 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 ...