常熟通润汽车零部件股份有限公司 2025 年第三季度报告 证券代码：603201 证券简称：常润股份 常熟通润汽车零部件股份有限公司 2025 年第三季度报告 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： 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | | | 本报告期比 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | (%) | | 营业收入 | 800,096,203.69 | 1.7 ...

Core Points - Changrun Co., Ltd. announced the cancellation of 58,800 restricted stocks due to the departure of one incentive object and the disqualification of another [2] Group 1 - The company has decided to repurchase and cancel a total of 58,800 restricted stocks that were granted but not yet released from restrictions [2] - The total share capital of the company will be reduced by 58,800 shares as a result of this cancellation [2] - The cancellation date for these stocks is set for October 22, 2025 [2]

证券代码：603201 证券简称：常润股份 公告编号：2025-077 常熟通润汽车零部件股份有限公司 关于股权激励限制性股票 回购注销实施公告 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： ● 回购注销原因：常熟通润汽车零部件股份有限公司（以下简称"公司"） 2023 年限制性股票激励计划 1 名激励对象因个人原因已离职， 1 人因任职变动 而不再具备激励对象资格，根据《常熟通润汽车零部件股份有限公司 2023 年限 制性股票激励计划（草案）》中相关条款的规定，公司决定回购注销上述激励对 象已获授但尚未解除限售的限制性股票共计 58,800 股，并减少公司股本总额 58,800 股。 ● 本次注销股份的有关情况 | 回购股份数量 | 注销股份数量 | | 注销日期 | | | | | --- | --- | --- | --- | --- | --- | --- | | 58,800 股 | 58,800 | 股 | 2025 年 | 10 | 月 22 | 日 | 一、本次限制性股票回购注销的决策与信息 ...

上海市锦天城律师事务所 关于常熟通润汽车零部件股份有限公司 股权激励限制性股票回购注销实施 致:常熟通润汽车零部件股份有限公司 之 法律意见书 锦 天 城 律师事务 所 ALLBRIGHT LAW OFFICES 地址: 上海市浦东新区银城中路 501 号上海中心大厦 9/11/12 层 电话: 021-20511000 邮编: 200120 上海市锦天城律师事务所 关于常熟通润汽车零部件股份有限公司 股权激励限制性股票回购注销实施 之法律意见书 上海市锦天城律师事务所(以下简称"本所")接受常熟通润汽车零部件股 份有限公司(以下简称"公司"或"常润股份")的委托,根据《中华人民共和 国公司法》《中华人民共和国证券法》《上市公司股权激励管理办法》等有关法律、 法规和规范性文件的规定以及《常熟通润汽车零部件股份有限公司章程》,并按 照律师行业公认的业务标准、道德规范和勤勉尽责精神,就公司部分 2023 年限 制性股票激励计划已获授但未解锁的限制性股票所涉及的回购注销实施事宜(以 下简称" 本次回购注销")出具《上海市锦天城律师事务所关于常熟通润汽车零 部 件股份有限公司股权激励限制性股票回购注销实施之法律意见书 ...

证券代码：603201 证券简称：常润股份 公告编号：2025-076 常熟通润汽车零部件股份有限公司 关于使用部分暂时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法律责任。 重要内容提示： 常熟通润汽车零部件股份有限公司（以下简称"公司"）于 2024 年 8 月 24 日召开第 五届董事会第二十次会议和第五届监事会第十四次会议，审议通过了《关于使用部分闲 置募集资金进行现金管理及募集资金余额以协定存款方式存放的议案》，同意公司使用 额度不超过人民币 30,000.00 万元闲置募集资金购买安全性高、流动性好、短期的投资产 品，使用期限不超过 12 个月，在前述额度及决议有效期内资金可以循环滚动使用。 公司于 2025 年 8 月 25 日召开第六届董事会第五次会议和第六届监事会第五次会议， 审议通过了《关于使用部分闲置募集资金进行现金管理及募集资金余额以协定存款方式 存放的议案》，同意公司使用额度不超过人民币 23,000.00 万元闲置募集资金购买安全性 高、流动性好、短期的投资产品，使 ...

Core Insights - Changrun Co., Ltd. is expanding its automotive parts product categories, focusing on new growth areas such as parking brakes, cables, pedals, and tire repair kits, driven by changing consumer habits and opportunities in the electric vehicle market [1][2] - The company's revenue share from automotive parts is steadily increasing, projected to rise from 32.50% in 2022 to 39.28% in 2024 [1] - Changrun has diversified its offerings beyond traditional fuel vehicles to include partnerships with numerous electric vehicle manufacturers, enhancing its market presence [2] Company Strategy - The company aims to leverage its core competencies in jack manufacturing to expand into broader fields, having initiated diversification efforts around 2013 [1] - In 2023, Changrun acquired a 60% stake in Suzhou Kejun New Material Technology Co., which specializes in tire repair tools, to quickly enter the electric vehicle supply chain [2] - The company plans to achieve a 40% revenue growth over the next three years by focusing on tire repair and new product categories like parking brakes and pedals [2] Market Trends - The shift towards electric vehicles necessitates higher support points, load capacities, and operational safety for jacks, leading to a preference for tire repair kits among electric vehicle manufacturers [2] - Changrun is committed to staying ahead of technological trends in the automotive industry, focusing on developing products that meet the demands of electrification and chip integration [3]

证券代码：603201 证券简称：常润股份 公告编号：2025-075 常熟通润汽车零部件股份有限公司 关于签订募集资金专户存储四方及五方监管 协议的公告 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。 一、募集资金基本情况 经中国证券监督管理委员会《关于核准常熟通润汽车零部件股份有限公司首次公开 发行股票的批复》（证监许可[2022]1477 号）同意，由主承销商国金证券股份有限公司 采用网上向持有上海市场非限售A股股份和非限售存托凭证一定市值的公众投资者直接 定价发行的方式，公开发行人民币普通股股票（A 股）19,873,334 股，每股发行价格为 人民币 30.56 元。截至 2022 年 7 月 26 日，本公司实际已向社会公众公开发行人民币普 通股股票（A 股）19,873,334 股，募集资金总额为人民币 607,329,087.04 元，扣除各项发 行费用合计人民币 97,869,187.04 元（不含增值税）后，实际募集资金净额为人民币 509,459,900.00 元。上述资金到位情况业经容诚会计师事务所（特 ...

Group 1 - The core viewpoint of the articles highlights the significant growth in China's automotive industry, particularly in the new energy vehicle (NEV) sector, which has seen production and sales reach 9.625 million units, marking a year-on-year increase of 37.3% and 36.7% respectively, with a market penetration rate of 45.5% [1] - The automotive industry in China has produced and sold 21.051 million and 21.128 million vehicles respectively from January to August 2025, reflecting a year-on-year growth of 12.7% and 12.6% [1] - Changrun Co., Ltd. has established a solid foundation in the automotive supply chain, being a primary supplier to many global automotive manufacturers, with a 20% global market share in automotive jacks [1] Group 2 - Changrun Co., Ltd. is responding to the design demands of NEVs for "lightweight" and "long-range" by capturing market opportunities, particularly in the emergency tire repair products like onboard air pumps and tire repair liquids [2] - The company has built a production line for air pumps and tire repair liquids at its Nantong Hai'an production base, achieving a sales volume of 100,000 sets in 2024 [2] - In the first half of 2025, Changrun Co., Ltd. acquired a 60% stake in Suzhou Kejun New Materials Technology Co., Ltd. to enhance its service capabilities in the NEV sector, leading to a positive growth trend in orders for air pumps and tire repair liquids [2]

证券时报·数据宝统计显示，常润股份所属的汽车行业，目前整体涨幅为1.70%，行业内，目前股价上涨 的有182只，涨停的有上海物贸、万向钱潮等12只。股价下跌的有105只，跌幅居前的有豪恩汽电、星源 卓镁、神通科技等，跌幅分别为6.59%、3.75%、3.29%。 常润股份股价创出历史新高，截至10:13，该股上涨10.01%，股价报21.22元，成交量514.76万股，成交 金额1.05亿元，换手率2.74%，该股最新A股总市值达40.33亿元，该股A股流通市值39.80亿元。 （文章来源：证券时报网） 公司发布的半年报数据显示，上半年公司共实现营业收入14.00亿元，同比下降3.40%，实现净利润1.07 亿元，同比增长23.98%，基本每股收益为0.5700元，加权平均净资产收益率6.59%。（数据宝） ...

Group 1 - The core viewpoint of the news is that Changrun Co., Ltd. (stock code: sh603201) experienced a significant stock price increase, reaching a limit up of 10.01% due to strong financial performance and strategic business expansion [1] Group 2 - Changrun Co., Ltd. reported a net profit growth of 23.98% year-on-year for the first half of 2025, with a non-recurring net profit increase of 23.57%, indicating sustained improvement in its main business profitability [1] - The company's operating cash flow improved by 40.61%, reflecting a significant enhancement in cash flow conditions and operational efficiency, which contributed to the stock price surge [1] - The company has made strategic moves, including the commencement of production at its Thailand facility and the acquisition of a 60% stake in Kejun New Materials, which expands its business into new areas such as inflatable pumps and tire repair fluids, enhancing long-term growth potential [1] - Although specific funding data for the day was not found, the company has demonstrated solid financial management through low-risk investment strategies, achieving a total of 5.4484 million yuan in investment income over the past 12 months, which may have attracted market attention [1]