光大保德信消费股票A（008234）基金经理为马鹏飞。 1月14日，新泉股份涨8.61%，截至发稿，报90.80元/股，成交1.10亿元，换手率0.24%，总市值463.21亿 元。 资料显示，江苏新泉汽车饰件股份有限公司位于江苏省常州市新北区黄河西路555号，成立日期2001年4 月28日，上市日期2017年3月17日，公司主营业务涉及提供汽车饰件整体解决方案。 从基金十大重仓股角度 数据显示，光大保德信基金旗下1只基金重仓新泉股份。光大保德信消费股票A（008234）三季度持有 股数10.25万股，占基金净值比例为5.37%，位居第二大重仓股。根据测算，今日浮盈赚取约73.8万元。 光大保德信消费股票A（008234）成立日期2020年4月23日，最新规模1.42亿。今年以来收益3.27%，同 类排名3562/5520；近一年收益9.64%，同类排名4011/4203；成立以来收益7.64%。 截至发稿，马鹏飞累计任职时间5年267天，现任基金资产总规模1.58亿元，任职期间最佳基金回报 6.83%， 任职期间最差基金回报-33.39%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在 ...

一、本次股票质押式回购交易提前购回的情况 证券代码：603179 证券简称：新泉股份 公告编号：2026-001 江苏新泉汽车饰件股份有限公司 关于控股股东股票质押式回购交易提前购回的公告 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法律责任。 重要内容提示： ●江苏新泉汽车饰件股份有限公司（以下简称"公司"）控股股东江苏新泉 志和投资有限公司（以下简称"新泉投资"）持有公司股份数量为 12,715.3572 万股，占公司总股本比例为 24.93%。新泉投资本次将其进行股票质押式回购交 易的 1,060 万股提前购回，本次提前购回的股份占其所持本公司股份的 8.34%， 占公司总股本的 2.08%。本次股票质押式回购交易提前购回后，新泉投资持有公 司股份不存在质押情形。 公司于 2026 年 1 月 12 日接到控股股东新泉投资的通知，获悉其办理了股票 质押式回购交易提前购回业务，具体事项如下： | | | 持股比 | 本次解除质 | 本次解除质 | 占其所 | 占公司 | 已质押股份情况 已质押股 | 已质押股 | 未质押股份情况 ...

| 序号 | | | | | --- | --- | --- | --- | | | 证券代码 ◆ | 证券简称 ◆ | 交易日期⇒ | | 1 | 601318.SH | 中国部安 | 2026-01-09 | | 2 | 002202.SZ | 金风科技 | 2026-01-09 | | ന | 300308.SZ | 中际旭创 | 2026-01-09 | | ব | 300418.SZ | 昆仑万维 | 2026-01-09 | | 5 | 600030.SH | 中信证券 | 2026-01-09 | | 6 | 300136.SZ | 信维通信 | 2026-01-09 | | 7 | 300450.SZ | 先导智能 | 2026-01-09 | | 8 | 002173.SZ | 创新医疗 | 2026-01-09 | | ರಿ | 603179.SH | 新泉股份 | 2026-01-09 | | 10 | 300750.SZ | 宁德时代 | 2026-01-09 | 中泰证券研报表示，中国商业航天正从"探索验证"阶段向"成长爆发"期过渡，行业迎来关键发展拐点。预计在"十五五"期间，随着政 ...

Group 1: Satellite Industry Overview - The satellite internal structure is divided into satellite platforms and payloads, with platforms providing necessary support for payloads to achieve mission objectives[4] - Effective payloads are the instruments and systems that perform specific tasks on satellites, primarily including antenna subsystems and transponder subsystems for communication satellites[5] - The satellite attitude control system consists of sensors, controllers, and actuators to maintain the satellite's orientation and stability[24] Group 2: Investment Opportunities - Key beneficiaries in the satellite industry include companies involved in attitude control (e.g., Tianyin Electromechanical, Aerospace Zhizhuang) and TR components (e.g., Zhenlei Technology, Chengchang Technology)[5] - The market performance of small-cap indices like the CSI 1000 and CSI 500 has outperformed large-cap indices such as the SSE 50 and CSI 300 this week[6] - New shares listed this week include 1 company on A-shares and 6 companies on the Hong Kong Stock Exchange, indicating a vibrant IPO market[6] Group 3: Market Trends and Recommendations - The report highlights investment themes in smart vehicles and high-end manufacturing, recommending stocks such as Hu Guang Co., Ruihu Mould, and Aopute[7] - The satellite industry is expected to benefit from advancements in low-orbit satellite payloads, particularly in transponders and phased array antennas, which are crucial for communication satellites[70] - The cost structure of low-orbit communication satellites shows that payloads account for approximately 75% of costs, with antennas and TR components being the major contributors[51]

Commercial Aerospace - China submitted an unprecedented satellite frequency application to the International Telecommunication Union (ITU) for 203,000 new satellites covering 14 satellite constellations [1] - The U.S. Federal Communications Commission (FCC) approved SpaceX's application to deploy an additional 7,500 second-generation Starlink satellites [1] - Beijing Arrow Yuan Technology's large and medium-sized liquid launch vehicle production test and assembly base officially opened in Zhejiang [1] - Guangzhou issued a plan to accelerate the construction of a strong advanced manufacturing city from 2024 to 2035 [1] - Companies to watch include Superjet Co., Maiwei Co., Raycus Fiber Laser Technologies, Su Shi Testing, Anhui Heli, Haozhi Electromechanical, and Lanshi Heavy Industry [1] Nuclear Fusion - The 2026 Nuclear Fusion Energy Technology and Industry Conference will be held in Hefei on January 16-17, featuring reports on BEST device engineering progress and future industry outlook [1] - The bidding for the "Spark One" hybrid reactor project is about to start, with the fusion industry expected to maintain high capital expenditure through 2026 [1] - Key companies to focus on include Huitian Intelligent, Lianchuang Optoelectronics, Antai Technology, Western Superconducting, Yongding Co., Wangzi New Materials, Xuguang Electronics, and Sichuang Electronics [1] Robotics - Over 20 domestic humanoid robot manufacturers showcased their products at the 2026 CES, demonstrating capabilities such as combat, human-robot interaction, and dancing [2] - The Ministry of Industry and Information Technology and eight other departments issued implementation opinions for the "Artificial Intelligence + Manufacturing" initiative, including the establishment of humanoid robot pilot bases and training grounds [2] - Companies to watch include Zhejiang Rongtai, Hengli Hydraulic, Top Group, Sanhua Intelligent Controls, Siling Co., Weichuang Electric, Wuzhou New Spring, and Xinquan Co. [2] - Domestic manufacturers to focus on include Dongfang Precision and Zhongjian Technology [2] Computing Power - NVIDIA unveiled its next-generation AI computing platform, Rubin, at CES, featuring significant changes in liquid cooling design [3] - The cooling medium temperature has shifted from traditional cold water to approximately 45°C warm water, with an upgraded cooling plate structure [3] - Domestic computing power is progressing rapidly, with companies like Yingweike and Shenling Environment to watch [3] - xAI confirmed the purchase of five additional 380 MW gas turbines from Doosan Energy amid structural shortages in overseas power resources [3] - Companies to focus on include Yingliu Co., Jereh Group, and Wanze Co. [3] - PCB equipment companies to watch include Dingtai High-Tech, Dazhu CNC, Chipbond Technology, and Kaige Precision [3] Lithium Battery Equipment - The expansion of liquid battery production continues, with approximately 64 new lithium battery projects planned in China for 2025, totaling over 1,100 GWh of capacity, a year-on-year increase of 105% [3] - The first national standard for solid-state batteries has been established, requiring specific weight loss tests for recognition as solid-state batteries, marking a key step towards industrialization [3] - Companies to focus on include Xianlead Intelligent, Nakanor, Rongqi Technology, and Huazi Technology [3] Weekly Focus - Key companies to monitor include Maiwei Co., Raycus Laser, Lanshi Heavy Industry, Huitian Intelligent, Yongding Co., Zhejiang Rongtai, Hengli Hydraulic, Xinquan Co., and Chipbond Technology [4]

Market Performance - The automotive parts sector increased by 1.4% on January 9, with Xusheng Group leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] Top Gainers in Automotive Parts Sector - Xusheng Group (603305) closed at 19.10, up 10.02% with a trading volume of 730,500 shares and a transaction value of 1.379 billion [1] - New Spring Co., Ltd. (603179) closed at 85.83, up 10.00% with a trading volume of 324,100 shares and a transaction value of 2.630 billion [1] - Fosa Technology (301529) closed at 132.00, up 8.56% with a trading volume of 37,500 shares and a transaction value of 483 million [1] Decliners in Automotive Parts Sector - Suoling Co., Ltd. (002766) closed at 6.74, down 6.39% with a trading volume of 1,453,700 shares and a transaction value of 1.003 billion [2] - Zhejiang Shibao (002703) closed at 25.31, down 5.10% with a trading volume of 1,326,000 shares and a transaction value of 3.428 billion [2] - Moulding Technology (000700) closed at 14.20, down 4.18% with a trading volume of 1,243,600 shares and a transaction value of 1.782 billion [2] Capital Flow Analysis - The automotive parts sector experienced a net outflow of 2.44 billion from main funds, while retail investors saw a net inflow of 3.335 billion [2] - The main funds showed a significant outflow from Xusheng Group and Wanhua Qianchao, with net outflows of 2.12 billion and 2.81 billion respectively [3] - Retail investors had a net inflow into Xusheng Group of 1.64 billion, indicating strong retail interest despite the overall outflow [3]

2026 年第一次临时股东会会议材料 江苏新泉汽车饰件股份有限公司 2026 年第一次临时股东会 会 议 材 料 二〇二六年一月二十一日 - 1 - | 2026 年第一次临时股东会议程及相关事项 1 | | --- | | 2026 年第一次临时股东会会议须知 4 | | 议案一、关于公司发行 H 股股票并在香港联合交易所有限公司主板上市的议案5 | | 议案二、关于公司发行 H 股股票并在香港联合交易所有限公司主板上市方案的议 | | 案 6 | | 议案三、关于公司转为境外募集股份并上市的股份有限公司的议案 10 | | 议案四、关于公司发行 H 股股票募集资金使用计划的议案 11 | | 议案五、关于公司发行 H 股股票前滚存利润分配方案的议案 12 | | 议案六、关于公司聘请 H 股发行及上市的审计机构的议案 13 | | 议案七、关于增选独立董事并确定其津贴的议案 15 | | 议案八、关于确定公司董事角色的议案 17 | | 议案九、关于修订《公司章程》的议案 18 | | 议案十、关于公司发行 H 股股票并在香港联合交易所有限公司主板上市决议有效 | | 期的议案 21 | | 议案十一、关 ...

分红方面，新泉股份A股上市后累计派现9.46亿元。近三年，累计派现4.39亿元。 机构持仓方面，截止2025年9月30日，新泉股份十大流通股东中，永赢先进制造智选混合发起A （018124）位居第三大流通股东，持股923.33万股，为新进股东。中欧数字经济混合发起A（018993） 位居第五大流通股东，持股790.40万股，为新进股东。香港中央结算有限公司位居第六大流通股东，持 股598.56万股，相比上期减少1061.56万股。南方中证500ETF（510500）位居第七大流通股东，持股 496.65万股，相比上期减少10.47万股。华夏能源革新股票A（003834）位居第八大流通股东，持股 476.86万股，为新进股东。广发科技创新混合A（008638）位居第九大流通股东，持股447.09万股，为 新进股东。景顺长城稳健回报混合A类（001194）位居第十大流通股东，持股425.96万股，为新进股 东。泉果旭源三年持有期混合A（016709）、国泰智能汽车股票A（001790）退出十大流通股东之列。 资料显示，江苏新泉汽车饰件股份有限公司位于江苏省常州市新北区黄河西路555号，成立日期2001年4 月28 ...

Investment Rating - The report maintains a "Recommended" rating for the automotive industry, indicating a positive outlook for investment opportunities [4][7]. Core Insights - TPU (Thermoplastic Polyurethane) is highlighted as a promising safety material for humanoid robots due to its mechanical strength, elasticity, and environmental friendliness. It is expected to significantly enhance the safety and durability of robotic structures [3]. - The report emphasizes the potential of the commercial space sector, particularly with Blue Arrow Aerospace's IPO, which is positioned to meet the growing demand for satellite launches in China [5][6]. Summary by Sections Humanoid Robot Sector - The Huaxin Humanoid Robot Index increased by 7.56% from December 29, 2025, to January 2, 2026, with a cumulative return of 113.6% since 2025 [17]. - Within the humanoid robot sector, components such as assemblies, dexterous hands, and screws showed significant price increases, with assemblies rising by 10.1% [20][24]. - Key companies in the humanoid robot space, such as Zhongjian Technology and Zhongding Co., experienced substantial stock price increases, with gains of 42.8% and 36.4%, respectively [24]. Automotive Sector - The CITIC Automotive Index rose by 1.5%, outperforming the broader market by 2.1 percentage points during the same period [33]. - The automotive sector's PE ratio stands at 33.0, placing it in the 44.6% percentile over the past four years, while the PB ratio is at 3.0, in the 96.3% percentile [49]. - Notable companies in the automotive sector, such as Mould Technology and Tianpu Co., saw significant stock price increases of 25.3% and 21.0%, respectively [42]. Company Recommendations - The report suggests focusing on companies with extensive experience in composite materials, such as Mould Technology and New Spring Co., which are well-positioned to leverage TPU applications in automotive components [4][6]. - Specific recommendations include Mould Technology for its leadership in automotive bumpers and New Spring Co. for its expertise in interior components [4][6].

Group 1 - The SW auto parts index increased by 2.91% this week, ranking first in the SW automotive sector, with a year-to-date increase of 42.58% since the beginning of 2025 [2][3] - The latest trading day PE (TTM) for the SW auto parts index is at the 79.44% historical percentile, while the PB (LF) is at the 75.50% historical percentile [3] - The robot index rose by 3.73% this week, with a year-to-date increase of 62.08% since the beginning of 2025, outperforming the SW auto parts index by 0.83% [2][3] Group 2 - Key companies' weekly changes include Silver Wheel Co., which invested 380 million yuan in Sichuan Silver Wheel for capacity construction of water-cooled plates and front-end modules, expected to reach production capacity by 2029 [3] - Huada Technology announced a mid-term dividend plan for 2025, proposing a cash dividend of 0.15 yuan per share (tax included), totaling 70.46 million yuan [3] - Fuda Co. completed the transfer of 25% equity in Guilin Fuda Alfin for 48 million yuan [3] Group 3 - The top five companies by weekly increase are Xinquan Co. (+14.05%), Beite Technology (+11.64%), Top Group (+8.26%), Daimai Co. (+8.01%), and New Coordinates (+7.97%) [4] - Investment recommendations for auto parts focus on product-oriented companies and those entering high-value sectors, prioritizing potential leaders with production capacity in Europe, North America, and Southeast Asia [4] - For the robotics sector, the focus is on certainty opportunities, with the Optimus V3 expected to launch in Q1 2026, and attention on domestic applications from companies like Xiaopeng, Yushu, and Zhiyuan [4]