Core Points - The company’s board of directors confirmed the accuracy and completeness of the announcement, ensuring no false statements or omissions exist [1] - The company approved a proposal to use idle raised funds for cash management, allowing up to RMB 250 million within 12 months for purchasing safe, liquid, and capital-preserving financial products [1] - The company redeemed a large certificate of deposit worth RMB 160 million from Chongqing Rural Commercial Bank, realizing a profit of RMB 160,400 [1] Summary of Cash Management - The company plans to use idle raised funds for cash management, with a maximum limit of RMB 250 million [1] - The cash management strategy includes purchasing high-security, high-liquidity, and capital-preserving financial products [1] - The company has successfully redeemed a large deposit product, recovering the principal amount and generating a small profit [1]

单位：万元 证券代码：603109 证券简称：神驰机电 公告编号：2025-051 关于使用部分闲置募集资金进行现金管理到期赎回的公告 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个别及连带责任。 公司于 2024 年 8 月 29 日召开第四届董事会第二十三次会议、第四届监事会 第二十一次会议，会议审议通过了《关于使用闲置募集资金进行现金管理的议 案》，同意公司自该次董事会审议通过之日起 12 个月内使用不超过人民币 2.5 亿元的暂时闲置募集资金进行现金管理，购买安全性高、流动性好、保本型的理 财产品，上述额度可以滚动使用。保荐机构对上述事项发表了明确的同意意见。 具体内容详见公司 2024 年 8 月 29 日披露于上海证券交易所网站的《关于将部分 闲置募集资金进行现金管理的公告》（公告编号：2024-055）。 一、本次到期赎回的基本情况 公司于 2025 年 7 月 9 日使用闲置募集资金向重庆农商行北碚支行购买了金 额为 16,000 万元的大额存单产品，上述大额存单产品于近日赎回，收回本金 16,000 万元，实现收益 ...

Group 1 - The core viewpoint of the article highlights the transformation of Chongqing's machinery industry from an OEM model to a self-branded global player, particularly in the agricultural machinery sector, where it dominates the market with significant production volumes [1][2] - Chongqing's machinery industry produces over 14 million units annually, accounting for half of the national output, with two-thirds of China's micro tillers being manufactured there [2] - The industry has evolved through four stages: technological foundation, scale expansion, foreign investment integration, and intelligent upgrade towards green manufacturing [1][2] Group 2 - The complete industrial chain from parts manufacturing to assembly in Chongqing enhances its international competitiveness, with a projected export value of 454.97 billion yuan in 2024, marking an 8.4% year-on-year increase [2] - The challenges of exporting durable industrial products include the need for customer education on product maintenance and the importance of after-sales service, which is critical for profitability [2][3] - Companies are addressing these challenges by implementing video guidance, establishing second-hand product circulation mechanisms, and creating third-party service networks [2] Group 3 - Chongqing's machinery companies are actively pursuing technological upgrades, with a shift from traditional generators to energy storage products due to their advantages in noise reduction and zero emissions [3] - The integration of AI into machinery products is seen as a future trend, despite current limitations in data availability [3] - Notable sales achievements include Shenchi Machinery's Amazon sales exceeding 40 million yuan in 2024, with a growth rate of over 20% in B2B orders [3] Group 4 - The strategic outlook for Chongqing's machinery sector emphasizes focusing on user needs and avoiding isolated product development, as no disruptive products are expected in the next five years [4] - There are untapped niche markets that could present new growth opportunities, alongside the need for enhanced brand building and customer loyalty through quality products and services [4] - The success of Chongqing's machinery industry in global markets is attributed to solid craftsmanship, market insight, and continuous innovation [4]

Group 1 - As of July 30, a total of 118 stocks in the Shanghai and Shenzhen markets have experienced net buying by main funds for 5 consecutive days or more [1] - The stock with the longest consecutive net buying days is Juhe Materials, which has seen net buying for 13 trading days [1] - Other notable stocks with significant net buying days include Hetai Electromechanical, Dongfang Cable, Shenchi Electromechanical, Weili, Zongyi Shares, Xiangyi Rongtong, Zhongzhi Shares, Shanghai Yanpu, Yindu Shares, and Changyuan Electric Power, with 10, 10, 10, 9, 9, 9, 9, 9, 9, and 8 trading days of net buying respectively [1]

据iFind统计，截至7月29日，沪深两市共有133只个股连续5日或5日以上获主力资金净买入。连续获主 力资金净买入天数最多的股票是中国银行、聚和材料，均已连续12个交易日获净买入；连续获主力资金 净买入天数较多的还有华电国际、苏农银行、纽威股份、宇通客车、中控技术、东方电缆、神驰机电、 赛轮轮胎等股，分别获11个、11个、10个、10个、10个、9个、9个、9个交易日净买入。 （文章来源：证券时报网） ...

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry [7] Core Insights - The automotive industry is experiencing a gradual recovery in growth, with passenger vehicles continuing to show stable and rapid growth [2] - The report highlights the synergy between technological advancements and anti-involution reforms, driving the industry's development momentum [5] Summary by Sections Weekly Market Review (2025.07.19-07.25) - The automotive sector rose by 1.03% this week, with all related sub-sectors also increasing. The Shanghai and Shenzhen 300 index rose by 1.69% [13] - The commercial vehicle sector saw the highest increase at 4.22%, while individual stocks like Great Wall Motors and BYD also performed well [13][16] Data Tracking (2025.07.19-07.25) - From July 1-20, the national retail sales of passenger vehicles reached 978,000 units, a year-on-year increase of 11%, while wholesale sales were 960,000 units, up 22% year-on-year [21] - In the new energy vehicle segment, retail sales reached 537,000 units, a 23% increase year-on-year, with a penetration rate of 54.9% [21] Industry News (2025.07.19-07.25) - The Ministry of Industry and Information Technology proposed a new policy to ban the transfer of new cars to second-hand status within six months of registration to combat zero-kilometer second-hand cars [34][35] - Guangdong and Anhui provinces are implementing measures to promote fair competition in the automotive industry, including commitments from manufacturers to optimize payment processes for suppliers [42] Investment Recommendations - The report suggests focusing on technology-driven sectors such as artificial intelligence and autonomous driving, as well as opportunities in the anti-involution segment, particularly in dealership-related areas [5]

Group 1: Stock Performance - Yiming Pharmaceutical achieved a 10.00% increase over two consecutive days, driven by developments in Tibet and medical technology [3] - Kantai Medical saw a first board listing with a 20.03% rise, attributed to medical device advancements [4] - Zhengchuan Co. also debuted on the first board with a 9.99% increase, linked to medicinal glass [3] - Yuheng Pharmaceutical and Tianmu Pharmaceutical both recorded first board listings with increases of 10.09% and 10.00% respectively, related to the pharmaceutical sector [3] Group 2: AI and Robotics - Zhi Zhen Technology and Zhongdian Xinlong both debuted on the first board with a 10.01% increase, associated with computing power and machine learning [6] - Hubei Broadcasting and Duolun Technology also saw first board listings with increases of 10.04% and 9.95%, driven by computing power and AI applications [7] - The M-Robots open-source project was announced, aiming to create a unified robot operating system [11] Group 3: Infrastructure and Energy - The announcement of a 1.2 trillion yuan investment in a super hydropower project has led to significant interest in related stocks [13][16] - Nanfang Road Machinery and Tuoshan Heavy Industry both achieved consecutive board listings with increases of 9.99% and 10.01%, linked to engineering machinery [15] Group 4: Tourism and Hospitality - The demand for various types of tourism, including educational and family trips, has surged, with national railways reporting 341 million passenger trips [18][19] - Sizhizang Tourism and Tianfu Cultural Tourism both recorded first board listings with increases of 9.99% and 10.04%, reflecting the growing tourism sector [20] Group 5: Market Trends - The stock market has shown a strong focus on sectors such as robotics, AI, and infrastructure, with multiple companies achieving significant stock price increases [22][23]

证券代码：603109 证券简称：神驰机电 公告编号：2025-050 神驰机电股份有限公司 关于为全资子公司提供担保的进展公告 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。 重要内容提示： 担保对象及基本情况 | | 被担保人名称 | 重庆神驰进出口贸易有限公司 | | --- | --- | --- | | | 本次担保金额 | 20,000 万元 | | 担保对象 | 实际为其提供的担保余额 | 28,160 万元（含本次） | | | 是否在前期预计额度内 | □否 □不适用：_________ 是 | | | 本次担保是否有反担保 | □是 □不适用：_________ 否 | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股 | 143,060 | | 子公司对外担保总额（万元） | | | 对外担保总额占上市公司最近一 | 74.91 | | 期经审计净资产的比例（%） | | | 特别风险提示（如有请勾选） | □对外担保总额超过最 ...

□用于转换公司可转债 □为维护公司价值及股东权益 实际回购股数 312.266万股 神驰机电股份有限公司 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： 回购方案首次披露日 2024/7/20 回购方案实施期限 2024 年 7 月 20 日~2025 年 7 月 19 日 预计回购金额 5,000万元~8,000万元 回购价格上限 22.7元/股 □减少注册资本 √用于员工持股计划或股权激励 回购用途 证券代码：603109 证券简称：神驰机电 公告编号：2025-049 （公告编号：2025-031）， 实际回购股数占总股本比例 1.5% 实际回购金额 5,021.35万元 实际回购价格区间 11.61元/股~20.92元/股 本次利润分配方案如下：公司拟向全体股东每股派发现金红利 0.3 元（含税），不 送股、不进行资本公积转增股本，公司回购专用账户所持有的本公司股份不参与 利润分配。根据公司《回购报告书》，如公司在回购期限内实施了资本公积金转增 股本、现金分红、派送股票红利、配股、股票拆细或缩股等除权除 ...

神驰机电股份有限公司 关于股份回购实施结果暨股份变动的公告 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。 证券代码：603109 证券简称：神驰机电 公告编号：2025-049 重要内容提示： | 回购方案首次披露日 | 2024/7/20 | | | --- | --- | --- | | 回购方案实施期限 | 2024 年 7 月 20 日~2025 | 年 7 月 19 日 | | 预计回购金额 | 5,000万元~8,000万元 | | | 回购价格上限 | 22.7元/股 | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | □用于转换公司可转债 | | | | □为维护公司价值及股东权益 | | | 实际回购股数 | 312.266万股 | | | 实际回购股数占总股本比例 | 1.5% | | | 实际回购金额 | 5,021.35万元 | | | 实际回购价格区间 | 11.61元/股~20.92元/股 | | 一、回购审批情况和回购方案内容 神驰机电股份有限公司于 2024 ...