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融中回顾 | 湖北前首富汪林朋遭立案 华培动力布局具身智能
Sou Hu Cai Jing· 2025-04-21 10:46
Group 1 - The relationship between General Partners (GPs) and Limited Partners (LPs) is showing signs of strain, with GPs facing lawsuits from LPs, raising questions about LPs' involvement in investment decisions [2] - Meituan launched a new instant retail service called "Meituan Flash Purchase," promising delivery within 30 minutes, which has sparked discussions about competition with JD.com [2] - JD.com reported that its high-end takeaway service has surpassed 5 million daily orders and announced plans to launch "JD Express" while hiring an additional 50,000 delivery personnel [2] Group 2 - Wang Linpeng, the former richest man in Hubei and CEO of Juran Home, is under investigation, leading to a significant drop in the company's stock price [3] - Huapei Power announced a partnership to establish a fund focused on the embodied intelligence industry, with a total commitment of 565.1 million yuan [3] - Shenzhen-based semiconductor company Shangdingxin has submitted its IPO application to the Hong Kong Stock Exchange, facing revenue declines due to market conditions [5] - JD.com plans to increase its full-time delivery rider recruitment from 50,000 to 100,000 in response to market pressures [5] - Dipo Technology has submitted its listing application to the Hong Kong Stock Exchange, having raised approximately 2 billion yuan in funding [5] - Alibaba's stake in Xinhua Du has fallen below 5% after a series of share reductions, indicating a strategic shift [6]
华培动力(603121) - 华培动力:关于召开2024年度暨2025年第一季度业绩说明会的公告
2025-04-18 08:34
证券代码:603121 证券简称:华培动力 公告编号:2025-008 上海华培数能科技(集团)股份有限公司 关于召开 2024 年度暨 2025 年第一季度 业绩说明会的公告 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。 重要内容提示: 会议召开时间:2025 年 4 月 28 日(星期一)下午 15:00-17:00 会 议 召 开 地 点 : 上 海 证 券 交 易 所 上 证 路 演 中 心 ( 网 址 : http://roadshow.sseinfo.com/) 会议召开方式:上证路演中心视频录播和网络互动 投资者可于 2025 年 4 月 21 日(星期一)至 4 月 25 日(星期五)16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 board@sinotec.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行 回答。 (二) 会议召开地点:上海证券交易所上证路演中心(网址: http://roadshow.sseinfo.com/) (三) 会议召开方式:上证路演中心视频录 ...
华培动力(603121) - 华培动力:关于参与设立创业投资基金暨对外投资的公告
2025-04-15 11:16
证券代码:603121 证券简称:华培动力 公告编号:2025-007 上海华培数能科技(集团)股份有限公司 关于参与设立创业投资基金暨对外投资的公告 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。 重要内容提示: 投资标的名称:上海具身智创创业投资合伙企业(有限合伙)(以下简称 "标的基金"、"基金"或"本合伙企业")。 投资金额:当前,基金的 15 名合伙人合计认缴出资总额为人民币 56,510 万元,其中上海华培数能科技(集团)股份有限公司(以下简称"公司")拟作 为有限合伙人以自有资金认缴出资人民币 500 万元,占目前认缴出资总额的 0.885%。标的基金后续将不会纳入公司合并报表范围。 特别风险提示:标的基金已完成工商注册登记,尚需在中国证券投资基 金业协会进行备案登记,实施过程存在不确定性。标的基金在后续运营、投资过 程中可能受宏观经济、行业周期、投资标的、经营管理、交易方案等多种因素影 响,可能存在投资失败或亏损等不能实现预期收益的风险。敬请投资者注意投资 风险。 公司将充分关注可能存在的风险,密切持续关注标的 ...
华培动力:拟参与设立上海具身智创创业投资基金
news flash· 2025-04-15 10:57
智通财经4月15日电,华培动力(603121.SH)公告称,公司拟使用自有资金认缴出资人民币500万元参与 发起设立上海具身智创创业投资合伙企业(有限合伙),占目前认缴出资总额的0.885%。该基金投资 方向主要为具身智能产业链的上下游。 华培动力:拟参与设立上海具身智创创业投资基金 ...
华培动力(SH.603121)——上海车展开幕在即,华培数能新品齐聚蓄势待发
Sou Hu Wang· 2025-04-14 08:29
Group 1 - The 2025 Shanghai International Automobile Industry Exhibition will take place from April 23 to May 2, 2025, at the National Exhibition and Convention Center in Shanghai, marking a new milestone for the event [1] - The exhibition will feature nearly 1,000 well-known companies from 26 countries and regions, covering a total exhibition area of over 360,000 square meters, setting a new record for scale [1] - The event aims to showcase the technological advancements and innovations in the global automotive industry, with major automotive brands participating at a high level [1] Group 2 - Huapei Shuneng, a representative company in the automotive parts sector, will showcase nearly 100 exhibits, including components like the cover assembly and electronic oil pressure temperature sensors [1] - Huajian New Energy, a rising star in the new energy vehicle sector, will present its latest research achievement, the HVEF30 high-voltage electronic fan, which is designed for various new energy vehicles [4] - The HVEF series fans are compatible with DC power supplies ranging from 48V to 1000V, offering high airflow, efficiency, and compact structure, essential for high-end new energy passenger and commercial vehicles [4] Group 3 - The 2025 Shanghai Auto Show will host the inaugural Global Automotive Leaders Roundtable, bringing together government officials, industry organizations, and leaders from the global automotive and technology sectors to discuss the current state and future of the automotive industry [6] - This roundtable aims to provide deeper market insights and trends, promoting high-level open cooperation in the new wave of automotive globalization [6]
【私募调研记录】趣时资产调研华培动力
Zheng Quan Zhi Xing· 2025-04-10 00:11
Group 1 - The core viewpoint of the article highlights that Huapei Power has shown resilience against U.S. tariff policies, which are perceived to have little to no negative impact on the company, and may even be beneficial [1] - The company is experiencing a positive growth trend due to the increase in IDC mass production, which supports its business expansion [1] - Huapei Power possesses strong technical reserves and craftsmanship in robotics, indicating a solid foundation for future developments in this area [1] Group 2 - The company is preparing to establish a robotics subsidiary, which will enhance technical communication and collaboration with clients [1] - Huapei Power has significant technological advantages in turbocharging and sensor products, maintained through international management and R&D capabilities [1] - The company's stock price fluctuations are attributed to market influences rather than operational issues [1] Group 3 - The 2024 annual report is scheduled to be disclosed by the end of April 2025 [1]
人形机器人概念下跌0.98%,主力资金净流出103股
Zheng Quan Shi Bao Wang· 2025-04-01 09:04
截至4月1日收盘,人形机器人概念下跌0.98%,位居概念板块跌幅榜前列,板块内,光启技术、微光股 份、美力科技等跌幅居前,股价上涨的有42只,涨幅居前的有天永智能、华培动力、东港股份等,分别 上涨4.77%、4.22%、3.72%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅(%) | 概念 | 今日涨跌幅(%) | | --- | --- | --- | --- | | 可控核聚变 | 5.53 | 智谱AI | -1.39 | | CRO概念 | 4.90 | 人形机器人 | -0.98 | | 重组蛋白 | 4.81 | 减速器 | -0.92 | | 细胞免疫治疗 | 4.49 | 中国AI 50 | -0.87 | | 创新药 | 4.44 | 华为盘古 | -0.86 | | 动物疫苗 | 4.09 | 快手概念 | -0.85 | | 仿制药一致性评价 | 4.08 | 云游戏 | -0.84 | | 流感 | 4.02 | 华为欧拉 | -0.82 | | 阿尔茨海默概念 | 3.97 | 算力租赁 | -0.72 | | 肝炎概念 | 3.93 | 国产操作系统 | -0.71 | ...
每周股票复盘:华培动力(603121)为全资子公司提供最高16000万元担保
Sou Hu Cai Jing· 2025-03-29 03:49
Core Viewpoint - Huapei Power (603121) has provided a guarantee of up to RMB 16 million for its wholly-owned subsidiary, Wuhan Huapei Power Technology Co., Ltd, to support its operational needs [2][3] Group 1: Company Performance - As of March 28, 2025, Huapei Power's stock closed at RMB 19.8, down 0.75% from RMB 19.95 the previous week [1] - The stock reached a high of RMB 20.55 and a low of RMB 18.92 during the week [1] - The company's current total market capitalization is RMB 6.703 billion, ranking 93rd out of 225 in the automotive parts sector and 2257th out of 5139 in the A-share market [1] Group 2: Guarantee Details - The company has provided a guarantee of up to RMB 16 million to Wuhan Huapei, with an actual guarantee balance of RMB 13 million as of the announcement date [2] - The total amount of guarantees provided by the company and its subsidiaries is RMB 95 million, which represents 75.25% of the latest audited net assets [3] - There are no overdue external guarantees, and the company has not provided guarantees to its controlling shareholders or related parties [3] Group 3: Subsidiary Financials - Wuhan Huapei has a registered capital of RMB 35 million and operates in the automotive parts manufacturing and R&D sectors [2] - As of December 31, 2023, Wuhan Huapei reported total assets of RMB 73.024 million, total liabilities of RMB 29.506 million, and net assets of RMB 43.519 million [2] - By September 30, 2024, its total assets increased to RMB 82.205 million, with total liabilities of RMB 31.438 million and net assets of RMB 50.767 million [2]
华培动力(603121) - 华培动力:关于为全资子公司提供担保的进展公告
2025-03-26 09:30
证券代码:603121 证券简称:华培动力 公告编号:2025-006 上海华培数能科技(集团)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: 一、担保情况概述 (一)担保基本情况 为满足武汉华培的生产经营需要,2025年3月26日,公司与上海浦东发展银 行股份有限公司武汉分行(以下简称"浦发银行")签署了《最高额保证合同》 (合同编号:ZB7020202500000001),为武汉华培向浦发银行申请最高额为人民 币壹亿陆仟万元整的银行授信提供连带责任保证担保。本次担保事项不存在反担 保情况。截至本公告披露日,公司已实际为武汉华培提供的担保余额为13,000.00 万元(不含本次);本次担保后,公司实际对控股子公司提供的担保余额为 57,678.80万元。本次新增担保金额未超过此前董事会及股东大会授权的担保额 度。 (二)本次担保事项履行的决策程序 1 2 被担保人名称及是否为上市公司关联人:武汉华培动力科技有限公司 (以下简称"武汉华培"),系上海华培数能科技 ...
华培动力20250319
2025-03-19 15:31
华培动力 20250319 摘要 Q&A 华培动力目前的主要业务板块有哪些?各自的发展情况如何? 华培动力目前主要有两个事业部:动力总成事业部和传感器事业部。动力总成 业务历史上保持了大约 10%的增长率,当前仍能维持每年 3%到 5%的增速,客户 主要分布在海外,国内客户占比约 30%到 40%。传感器业务则处于整合阶段,正 进入一个开花结果的阶段。公司通过并购与整合切入汽车传感器赛道,目前已 成为该领域的资深玩家,并计划在未来沿三个方向发展:一是坚定不移地带领 传感器事业部出海;二是在国内市场,通过研发积累逐步扩大商用车和家庭用 • 华培动力涡轮增压器核心零部件业务保持稳定增长,年增速约为 3%-5%, 公司在该细分赛道已占据全球领先地位,市场前景依然乐观,发动机需求 是增长的根本驱动力。 • 公司汽车传感器业务正积极拓展海外市场,满足客户在欧洲和北美设立生 产基地的需求,旨在获取更高的利润和现金流。国内市场则侧重于扩大商 用车和家庭用车端的市场份额,并探索机器人领域的横向扩张。 • 公司在柴油发动机传感器市场占据主导地位,是潍柴等国内龙头企业的主 要供应商,部分零件行业供货比例超过 50%,主要竞争对手 ...