Core Viewpoint - Baolong Technology has reported that its sales in Europe include TPMS, automotive metal fittings, valves, sensors, intelligent suspension, and aftermarket products, with European revenue expected to account for 16.5% of the group's total by the third quarter of 2025 [1] Group 1: Product Sales - The company’s product offerings in Europe consist of TPMS, automotive metal fittings, valves, sensors, intelligent suspension, and aftermarket products [1] - TPMS and sensors are primarily produced and sold locally in Europe, while automotive metal fittings, valves, and intelligent suspension products are manufactured domestically and exported through the company's overseas subsidiaries [1] - Aftermarket products are mainly supplied to well-known aftermarket distributors in Europe [1] Group 2: Revenue Contribution - By the third quarter of 2025, revenue from Europe is projected to represent 16.5% of the overall revenue for the group [1] - The company’s European sales cover major countries within the European Union [1]

Group 1 - The core focus of the company in autonomous driving is on environmental perception sensors, which include cameras and radars [1] - The company has not established any cooperation with Tesla regarding autonomous driving vehicles [1]

Core Viewpoint - Baolong Technology (603197) confirmed that there are no undisclosed matters that should have been disclosed, as stated in their response to investor inquiries on February 2 [1] Company Information - The company has signed confidentiality agreements, which prevent them from disclosing specific customer information [1]

Investment Rating - The report does not explicitly state an investment rating for the industry [1] Core Insights - The report highlights that the deep learning factor tracking has shown a cumulative absolute return of 74.91% since its inception, with a relative excess return of 38.96% compared to the benchmark [10] - The sentiment factor tracking indicates that the top five industries with positive sentiment changes are petroleum and petrochemicals, non-ferrous metals, food and beverage, coal, and textiles and apparel [34] - The market valuation tracking shows that the rolling 5-year historical percentiles for major indices are at 91% for CSI 300, 100% for CSI 500, and 100% for CSI 1000, indicating high valuation levels [44] Summary by Sections Deep Learning Factor Tracking - A long-only portfolio was constructed based on the DecompGRU model, with a cumulative absolute return of 74.91% and a maximum drawdown of 10.08% since March 31, 2025 [10] - An ETF rotation portfolio was also created, achieving a cumulative absolute return of 40.08% since March 18, 2025, with a maximum drawdown of 7.82% [13] Sentiment Factor Tracking - The report tracks sentiment across broad indices, with the CSI 300 showing the highest increase in sentiment by 11.05% compared to the previous week [3] - The top five industries with positive sentiment changes include petroleum and petrochemicals, non-ferrous metals, food and beverage, coal, and textiles and apparel [34] Market Valuation Monitoring - The report indicates that several primary industries are currently above the 80% historical percentile for valuations, including electronics, power equipment, light industry manufacturing, and construction materials [46] - Conversely, industries like food and beverage and non-bank financials are below the 20% historical percentile, suggesting potential undervaluation [46] Event Tracking - The report details various corporate events, including stock incentive plans, significant shareholder buybacks, and analyst coverage updates, which may influence market sentiment and stock performance [48][56][57]

| 证券代码：603197 | 证券简称：保隆科技 | 公告编号：2026-011 | | --- | --- | --- | | 债券代码：113692 | 债券简称：保隆转债 | | 上海保隆汽车科技股份有限公司 关于为控股子公司提供担保的公告 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： | 担保对象及基本情况 | | --- | |  | 一、担保情况概述 （一） 担保的基本情况 2026 年 1 月，公司全资子公司上海保隆工贸有限公司（以下简称"保隆工 贸"）、安徽拓扑思汽车零部件有限公司（以下简称"安徽拓扑思"）、保隆（安徽） 汽车配件有限公司（以下简称"宁国保隆"）以及控股子公司保隆霍富（上海） 电子有限公司（以下简称"保富中国"）、上海龙感汽车电子有限公司（以下简称 "龙感电子"）分别与以下金融机构开展业务，为保证相应业务的顺利开展，公 司分别与以下金融机构签署了保证协议，就全资子公司保隆工贸、安徽拓扑思、 宁国保隆以及控股子公司保富中国、龙感电子申请综合授信事宜提供连带责任保 证，担保范围 ...

Group 1 - The core point of the article highlights that Baolong Technology announced a total external guarantee amount of approximately 4.03 billion yuan, which accounts for 126.01% of the company's most recent audited net assets [1] - The company has provided guarantees totaling approximately 4.03 billion yuan to its controlling subsidiaries, with no overdue guarantees reported [1] Group 2 - The article also reports on the bankruptcy liquidation of Baolide, an automotive sales giant that previously sold luxury cars such as Rolls-Royce and Porsche, with its headquarters in Hangzhou now vacant and its subsidiary in Yiwu sealed [1]

南财智讯2月2日电，保隆科技公告，公司于2026年1月20日与中国进出口银行上海分行签署《保证合 同》，为全资子公司上海保隆工贸有限公司申请电子商业汇票银行承兑业务提供连带责任保证，担保本 金金额为10900.00万元，期限6个月，保证期间为主合同项下债务履行期届满之日起三年。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603197 证券简称：保隆科技 公告编号：2026-010 公司于2025年5月20日召开第七届董事会第二十五次会议及第七届监事会第二十四次会议，审议通过 《关于使用部分闲置募集资金暂时补充流动资金的议案》，同意公司使用不超过8,000万元闲置募集资 金暂时补充流动资金，使用期限自公司董事会审议通过之日起不超过12个月。具体内容详见公司2025年 5月21日披露于上海证券交易所网站的《上海保隆汽车科技股份有限公司关于使用部分闲置募集资金暂 时补充流动资金的公告》（公告编号：2025-040）。 ■ 公司于2025年10月28日召开第七届董事会第二十九次会议及第七届监事会第二十七次会议，审议通过 《关于使用部分闲置募集资金暂时补充流动资金的议案》，同意公司使用不超过30,000万元闲置募集资 金暂时补充流动资金，使用期限自公司董事会审议通过之日起不超过12个月。具体内容详见公司2025年 10月30日披露于上海证券交易所网站的《上海保隆汽车科技股份有限公司关于使用部分闲置募集资金临 时补充流动资金的公告》（公告编号：2025-109）。 债券代码：1 ...

| 证券代码：603197 | 证券简称：保隆科技 | 公告编号：2026-010 | | --- | --- | --- | | 债券代码：113692 | 债券简称：保隆转债 | | 上海保隆汽车科技股份有限公司 关于提前归还部分用于临时补充流动资金的 | 发行名称 | 2024年向不特定对象发行可转换公司债券 | | --- | --- | | 募集资金到账时间 | 2024年11月6日 | | 临时补流募集资金金额（万元） | 30,000.00 | | 补流期限 | 2025年10月28日至2026年10月27日 | 二、归还募集资金的相关情况 2026 年 1 月 28 日，根据募集资金投资项目进度及资金安排，公司将 2025 年 5 月 20 日审议通过的用于临时补充流动资金中的 2,758.04 万元闲置募集资金 归还至募集资金专用账户，并将以上募集资金的归还情况及时告知保荐机构长城 证券股份有限公司及保荐代表人。 闲置募集资金的公告 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： 截至 202 ...

行业： 评级： 汽车 强于大市（维持） 2026年1月28日 证券研究报告 智能化+全球化驱动，把握结构性机会 2026年汽车行业投资策略 分析师：吴迪（汽车首席） SAC：S0820525010001 wudi@ajzq.com 联系人：徐姝婧 SAC：S0820124090004 xushujing@ajzq.com 0. 核心摘要 1. 复盘展望：总量承压，结构突围 2. 行业趋势：智能化+全球化驱动增长 3. 投资建议 目 录 2 0. 核心摘要 1. 复盘展望：总量承压，结构突围 2. 行业趋势：智能化+全球化驱动增长 3. 投资建议 4. 风险提示 4. 风险提示 目 录 3 0. 核心摘要 请务必阅读正文之后的信息披露和免责申明 4 n 复盘：受益于设备更新及消费品以旧换新的"两新"政策助力，以及企业新品密集上市，终端需求持续释放，全年汽车销 量实现较快增长。2025年申万汽车板块整体涨幅+24.3%，同期沪深300指数涨幅+17.7%。2025年中国汽车总销量达 3440万辆，同比+9.4%，其中乘用车销量3010万辆，同比+9.2%，商用车销量430万辆，同比+10.9%。 n 展望：202 ...