登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603129 证券简称：春风动力 公告编号：2025-066 浙江春风动力股份有限公司 第六届董事会第十次会议决议公告 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。 一、董事会会议召开情况 浙江春风动力股份有限公司（以下简称"公司"）第六届董事会第十次会议的会议通知已于2025年9月9日 以通讯方式发出，并于2025年9月9日以现场结合通讯会议方式召开【现场会议地址：浙江春风动力股份 有限公司会议室（浙江省杭州市临平区临平街道绿洲路16号），现场会议时间：2025年9月9日16:00 时】，全体董事同意豁免会议通知时间要求。会议应出席董事9名，实际出席董事9名，会议由董事长赖 民杰先生主持。会议的通知、召集、召开和表决程序符合《中华人民共和国公司法》（以下简称"《公 司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）等有关法律、法规以及《公司章 程》的规定。 特此公告。 浙江春风动力股份有限公司 二、董事会会议审议情况 会议以记名和书面的方式，审议了如下 ...

（文章来源：证券日报） 证券日报网讯 9月9日晚间，春风动力发布公告称，公司第六届董事会第十次会议审议通过了《关于为 境外孙公司提供工业厂房租赁履约担保的议案》。 ...

截至发稿，春风动力市值为414亿元。 （记者 曾健辉） 每经AI快讯，春风动力（SH 603129，收盘价：271.5元）9月9日晚间发布公告称，公司第六届第十次董 事会会议于2025年9月9日以现场结合通讯会议方式召开。会议审议了《关于为境外孙公司提供工业厂房 租赁履约担保的议案》等文件。 每经头条（nbdtoutiao）——雷军挥泪"斩"王腾，小米爱将泄密"失街亭"，大厂正风肃纪"拼牙口" 2024年1至12月份，春风动力的营业收入构成为：摩托车占比97.62%，其他业务占比2.38%。 ...

证券代码：603129 证券简称：春风动力 公告编号：2025-067 浙江春风动力股份有限公司 关于为境外孙公司提供工业厂房租赁履约担保的公告 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： 浙江春风动力股份有限公司（以下简称"公司"）已在墨西哥完成设立孙公 司 CFMOTO MEXICO STRUCTURAL TECHNOLOGIES, S.A. DE C.V（. 以下简称 "CFMS"）。为进一步完善和提升海外现地化配套能力，扩大现地化率，公司拟 通过 CFMS 与 WALTON 3 FIDEICOMISO INDUSTRIAL WV I CIB/3676（以下简 称"出租方"）签订厂房租赁协议。租赁协议签署后，公司拟与出租方签订担保 协议，为 CFMS 提供租赁履约担保，具体情况如下： 一、担保情况概述 （一）担保基本情况 为进一步完善和提升海外现地化配套能力，扩大现地化率，公司拟通过 CFMS 与出租方签订厂房租赁协议。根据墨西哥国政策及 CFMS 的业务需求，公 司拟与出租方签订厂房租赁的担保协议， ...

证券代码：603129 证券简称：春风动力 公告编号：2025-066 浙江春风动力股份有限公司 第六届董事会第十次会议决议公告 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。 二、董事会会议审议情况 会议以记名和书面的方式，审议了如下议案： (一)审议通过《关于为境外孙公司提供工业厂房租赁履约担保的议案》 董 事 会 同 意 公 司 为 境 外 孙 公 司 CFMOTO MEXICO STRUCTURAL TECHNOLOGIES, S.A. DE C.V.租赁工业厂房提供履约担保，并同意授权董事长 或其授权代表签署担保协议。 具体内容详见公司同日在上海证券交易所网站（www.sse.com.cn）以及公司 指定信息披露媒体上披露的《春风动力关于为境外孙公司提供工业厂房租赁履约 担保的公告》。 一、董事会会议召开情况 表决结果为：9 票同意，0 票反对，0 票弃权，0 票回避。 特此公告。 浙江春风动力股份有限公司（以下简称"公司"）第六届董事会第十次会议 的会议通知已于 2025 年 9 月 9 日以通讯方式发出，并于 2 ...

Market Performance - The motorcycle and other sectors increased by 2.61% on September 5, with Huafang Racing leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Performance - Huafang Racing (834058) saw a significant rise of 29.98%, closing at 48.52 with a trading volume of 68,000 shares and a turnover of 327 million yuan [1] - Taotao Vehicle (301345) increased by 8.22%, closing at 199.50 with a trading volume of 26,200 shares and a turnover of 514 million yuan [1] - Other notable performers include Jiang Kui General (603766) up 5.05%, Yong'an Xing (603776) up 4.38%, and Lvtong Technology (301322) up 3.59% [1] Capital Flow - The motorcycle and other sectors experienced a net inflow of 124 million yuan from main funds, while retail funds saw a net outflow of 106 million yuan [1] - Specific stocks like Aima Technology (603529) had a main fund net inflow of 56.95 million yuan, while retail funds showed a net outflow of 27.17 million yuan [2] - Jiang Xin General (603766) also had a main fund net inflow of 27.81 million yuan, with retail funds experiencing a net outflow of 17.87 million yuan [2]

Market Overview - On September 3, the motorcycle and other sectors fell by 0.9%, with Jiuyi Co. leading the decline [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Stock Performance - Notable stock performances included: - Zhenghe Industrial: Closed at 46.80, up 1.83% with a trading volume of 31,600 shares and a turnover of 148 million yuan [1] - Taotao Vehicle: Closed at 187.20, up 1.07% with a trading volume of 15,800 shares [1] - Qianjiang Motorcycle: Closed at 16.89, up 0.84% with a trading volume of 154,700 shares and a turnover of 264 million yuan [1] - Jiuyi Co.: Closed at 69.83, up 0.47% with a trading volume of 185,800 shares and a turnover of 1.311 billion yuan [1] - Chuncheng Power: Closed at 262.50, down 0.89% with a trading volume of 11,000 shares [1] - Jiuyi Co. (Jiuyi Co. in another context): Closed at 18.92, down 6.57% with a trading volume of 121,700 shares and a turnover of 237 million yuan [2] Capital Flow - The motorcycle and other sectors saw a net inflow of 95.96 million yuan from main funds, while retail funds experienced a net outflow of 56.75 million yuan [2] - The capital flow for specific stocks included: - Jiuyi Co.: Main funds net inflow of 98.78 million yuan, retail funds net outflow of 51.21 million yuan [3] - Qianjiang Motorcycle: Main funds net inflow of 17.53 million yuan, retail funds net outflow of 32.57 million yuan [3] - Zhenghe Industrial: Main funds net inflow of 12.27 million yuan, retail funds net outflow of 10.68 million yuan [3]

Core Viewpoint - The power sports industry is in a growth phase driven by consumption upgrades and increased demand for leisure and entertainment, particularly benefiting all-terrain vehicles and large-displacement motorcycles [1] Industry Summary - The all-terrain vehicle and large-displacement motorcycle segments are experiencing increased penetration in the market due to rising consumer demand [1] - Chinese motorcycle companies have significantly improved product capabilities, showcasing clear cost-performance advantages that position them well to capture overseas market share [1] - Continuous optimization of product structure is leading to sustained increases in market share and profit margins for these companies [1] Company Recommendations - Chosen as a recommended stock is Chunfeng Power (603129.SH), which is expanding from high-end recreational products into the mass transportation sector, particularly in the all-terrain vehicle export market [1] - Another recommended company is Taotao Vehicle (301375.SZ), recognized for its strong brand in golf carts and emerging presence in humanoid robotics [1] - Attention is also drawn to Longxin General (603766.SH) and other Chinese motorcycle export companies as potential investment opportunities [1]

Core Insights - The power sports industry is experiencing rapid growth driven by consumer upgrades and increasing demand for leisure and entertainment, particularly in all-terrain vehicles and mid-to-large displacement motorcycles [1] - Chinese motorcycle companies have improved product capabilities and cost-performance advantages, positioning themselves to capture overseas market share while continuously optimizing product structure and increasing market share and profit margins [1] Two-Wheelers - Emerging markets are showing steady growth, with Japanese and Indian companies achieving sustained sales and revenue growth in both domestic and export markets, while European and American brands face pressure [2] - The demand in Europe and North America is marginally improving, but competition is intensifying, leading to a divergence in pricing, unit profits, and profit margins among brands [2] Four-Wheelers - Demand in Europe and North America is declining due to inflation, with leading brands facing pressure from high inventory levels and increased competition, resulting in decreased profit margins [3] - Secondary brands like Kawasaki are benefiting from capacity release and new product launches, achieving volume and revenue growth [3] Chinese Companies - Chinese companies are actively expanding into overseas markets, with Spring Wind, Longxin, and Taotao achieving record revenue and profit in Q2 2025, while also exploring new growth areas such as AI, robotics, and semiconductors [4] - The revenue and profit of Spring Wind, Longxin, and Taotao have reached historical highs for a single quarter [4] Outlook - Japanese companies forecast continued growth in motorcycle sales in 2025, with expectations of growth in emerging markets for brands like Honda, Suzuki, and Kawasaki [5] - The competitive landscape is expected to intensify globally, with Chinese companies likely to capture more market share, while leading four-wheeler brands may see a decline in market share due to weak demand and high inventory [5]

证券代码：603129 证券简称：春风动力 公告编号：2025-065 浙江春风动力股份有限公司 一、2024 年员工持股计划基本情况 公司分别于 2021 年 10 月 28 日、2021 年 11 月 22 日召开第四届董事会第三 十次会议和 2021 年第三次临时股东大会，审议通过了《关于 <浙江春风动力股份> 有限公司 2022 年至 2024 年员工持股计划（草案）>及其摘要的议案》，并于 2024 年 5 月 23 日召开第五届董事会第十五次会议，审议通过了《关于提取公司 2024 年员工持股计划奖励基金并实施 2024 年员工持股计划的议案》，同意公司实施 公告及文件。 关于 2024 年员工持股计划股票出售完毕 暨终止的公告 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。 浙江春风动力股份有限公司（以下简称"公司"）2024 年员工持股计划所持 有的公司股票已全部出售完毕。根据《关于上市公司实施员工持股计划试点的指 《上海证券交易所上市公司自律监管指引第 1 号——规范运作》等有关 导意见》、 规定的要求，现将 ...