12月22日，徐旭东、陈兴方、旭晟控股、旭日实业与广州工业投资控股集团有限公司、广州工控汽车零 部件集团有限公司签署《关于宁波旭升集团股份有限公司控制权收购协议》，徐旭东拟向广州工控集团 转让其持有的旭晟控股51%股权，陈兴方拟向广州工控集团、工控汽车零部件集团分别转让其持有的旭 晟控股16%股权、33%股权。 本次权益变动完成后，公司的控股股东将由徐旭东变更为广州工控集团，公司的实际控制人将由徐旭东 变更为广州市人民政府。公司A股股票自2025年12月23日上午开市复牌。 旭升集团12月22日公告称，公司控股股东、实际控制人徐旭东筹划公司控制权变更事项已取得重大进 展。 ...

宁波旭升集团股份有限公司（以下简称"公司"）于2025年12月3日召开2025 年第二次临时股东会，审议通过了《关于变更注册资本并修订<公司章程>的议 案》。公司"升24转债"已于2025年11月14日实施完成了"升24转债"的赎回并 摘牌。在本次实施上述可转债赎回的过程中，有大量可转债持有人将其持有的"升 24转债"在法定时限内转为公司股份，公司总股份数增加了202,392,227股。根据 中国证券登记结算有限责任公司上海分公司的数据，公司注册资本将由 953,316,329元增加至1,155,708,556元。 近日，公司完成工商变更登记和《公司章程》备案手续，并取得宁波市市场 监督管理局换发的《营业执照》，公司的基本登记信息如下： 名称：宁波旭升集团股份有限公司 统一社会信用代码：91330200753254873H 注册资本：壹拾壹亿伍仟伍佰柒拾万捌仟伍佰伍拾陆人民币元 类型：股份有限公司（港澳台投资、上市） 证券代码：603305 证券简称：旭升集团 公告编号：2025-096 宁波旭升集团股份有限公司 关于完成工商变更登记并换发营业执照的公告 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 ...

证券代码：603305 证券简称：旭升集团 公告编号：2025-094 宁波旭升集团股份有限公司 关于控股股东筹划控制权变更事项进展暨复牌的公告 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： 鉴于该事项正在洽谈中，存在重大不确定性，为保障公平信息披露，维护投 资者利益，避免对公司股价造成重大影响，根据《上海证券交易所股票上市规则》 《上海证券交易所上市公司自律监管指引第 4 号——停复牌》等有关规定，经公 司向上海证券交易所申请，公司股票（证券代码：603305，证券简称：旭升集团） 于 2025 年 12 月 19 日（星期五））上午开市起停牌两个交易日。具体内容详见公 司于 2025 年 12 月 19 日披露的《宁波旭升集团股份有限公司关于控股股东筹划控 制权变更的停牌公告》（公告编号：2025-093）。 二、本次控制权变更事项概述 2025 年 12 月 22 日，徐旭东、陈兴方、旭晟控股、旭日实业与广州工业投资 控股集团有限公司（以下简称"广州工控集团"）、广州工控汽车零部件集团有限公 司（以下简 ...

旭升集团公告称，2025年12月19日起，因控股股东、实际控制人徐旭东筹划控制权变更事项，公司股票 停牌。12月22日，徐旭东、陈兴方等与广州工控集团、工控汽车零部件集团签署协议，徐旭东拟转让旭 晟控股51%股权，陈兴方拟转让49%股权；旭日实业和徐旭东分别转让2890万股公司股份。权益变动 后，广州工控集团及其一致行动人将持股27.0455%，控股股东将变更为广州工控集团，实控人变为广 州市人民政府。该事项尚需多项审批，公司股票于12月23日开市起复牌。 ...

长江商报消息●长江商报记者 沈右荣 时隔一年，旭升集团（603305.SH）再度筹划易主。 12月18日晚，旭升集团发布公告，公司控股股东、实际控制人徐旭东及其一致行动人正在筹划涉及公司 股份转让事项，该事项可能导致公司的控制权变更。 2024年10月，徐旭东也曾筹划通过转让所持旭升集团股份而让渡公司控制权事项，但最终没有完成。 时隔一年，传奇浙商徐旭东为何再度转让旭升集团控制权？ 旭升集团专注于为客户提供轻量化的解决方案，2020年至2023年，公司实现了业绩持续双增。但是， 2024年及2025年前三季度，公司出现业绩双降。同期，公司的扣非净利润也为两连降。 从财报披露的信息看，徐旭东及其一致行动人并未质押所持旭升集团股权。 转让控制权，可能是徐旭东萌生了退意。根据长江商报记者粗略统计，2020年以来，徐旭东通过二级市 场减持，累计套现约14.59亿元。 从2013年开始，旭升集团就是特斯拉供应商。如果本次易主顺利完成，旭升集团将会走向何方？ 时隔一年再谋转让控制权 徐旭东又动了出让旭升集团控制权的心思，并正在付诸实践。 根据公告，12月18日，旭升集团接到控股股东、实际控制人徐旭东通知，徐旭东及其一致行 ...

（编辑 张伟） 旭升集团自2020年与亿纬锂能建立合作以来，双方携手共进，从项目接洽、定点开发到顺利量产，关系 日益紧密。如今，亿纬锂能已成为旭升集团在电池壳体领域重要的战略合作伙伴之一，双方合作持续深 化，业务协同与战略绑定进入新阶段。 旭升集团与亿纬锂能的合作成果，正服务于全球汽车产业的绿色转型。目前，搭载由旭升集团供应电池 壳体的亿纬锂能电池，已成功应用于宝马、捷豹路虎、小米等全球知名汽车品牌。此次获奖，不仅是对 过往的肯定，更是携手共创未来的新起点。 本报讯 （记者吴奕萱 见习记者王楠）12月19日，惠州亿纬锂能股份有限公司（以下简称"亿纬锂能"） 召开供应商大会，宁波旭升集团股份有限公司（以下简称"旭升集团"）凭借卓越的综合实力与持续的价 值贡献，荣膺"卓越合作伙伴奖"。 旭升集团方表示，未来将始终坚持客户至上、质量为本，持续深化与亿纬锂能等战略伙伴的协作。公司 将以不懈的技术创新和可靠的精密制造，为全球新能源产业的发展，注入更强劲的"旭升动力"。 面对新能源产业快速上量与产能爬升的行业挑战，旭升集团以交付与品质双保障筑牢合作根基。合作至 今，公司累计向亿纬锂能交付产品已突破100万件，且连续多月实 ...

Core Viewpoint - 2025 is a significant year for Ningbo Xusheng Group Co., Ltd. (hereinafter referred to as "Xusheng Group"), as the company transforms challenges into opportunities, actively seizing the competitive high ground in the new round of manufacturing industry competition [1] Group 1: Business Strategy and Development - The company continues to focus on the new energy vehicle (NEV) sector while accelerating the development of new businesses, placing innovation at the core of its overall development strategy [1] - Xusheng Group maintains a robust development through global layout and localized operations, establishing a diversified growth pattern [1] Group 2: Product and Technology Focus - Xusheng Group has long been engaged in the R&D, production, and sales of precision aluminum alloy components, emphasizing lightweight solutions for customers [3] - The company has built core capabilities in material research, process development, and automated production line design, becoming a leading enterprise in the automotive precision aluminum alloy component sector, particularly in the lightweight field for new energy vehicles [3] - Products are widely applicable in NEVs, energy storage, and robotics, covering core components such as vehicle body structure parts and energy storage cabinet structure parts [3] Group 3: Overseas Expansion and New Material Development - Investors are keenly interested in the progress of Xusheng Group's overseas capacity construction and the development of lightweight materials, especially magnesium alloys [4] - The company's Mexico plant has begun production this year, while the Thailand base is under construction and expected to be operational by the second half of 2026 [4] - Xusheng Group has mastered core processes such as semi-solid injection, with products entering the sample verification stage for various applications [4] Group 4: Innovation and Product Enhancement - The company has successfully introduced liquid die forging technology and developed ultra-thin parts, achieving over a 20% weight reduction and significant improvements in NVH (Noise, Vibration, Harshness) performance [5] - The product range has strategically extended from basic structural components to high-value-added system components, enhancing the stiffness of suspension systems and reducing noise and vibration [5] Group 5: Market Position and Financial Performance - Xusheng Group has penetrated both domestic and international leading new car manufacturers, forming deep partnerships with major automotive companies for electrification [5] - In the energy storage sector, the company has developed core components such as energy storage battery shells and heat dissipation modules, achieving a revenue of 300 million yuan, reflecting explosive growth and injecting new momentum for future performance [5]

Core Viewpoint - The announcement by Xusheng Group regarding the potential transfer of shares by its controlling shareholder may lead to a change in company control, with stock suspension expected for up to two trading days starting December 19, 2025 [1] Company Overview - Xusheng Group, established in 2003 and listed on the Shanghai Stock Exchange in 2017, specializes in the research, production, and sales of precision aluminum alloy components, providing lightweight solutions [1] - The company has three main business divisions: die casting, forging, and extrusion, with R&D centers and manufacturing bases located in Asia, Europe, and America [1] - Xusheng Group is a primary supplier for Tesla and has expanded partnerships with Rivian, Lucid, Volkswagen, Li Auto, NIO, and Xpeng [1] Shareholding Structure - The controlling power of Xusheng Group is held firmly by the Xu family, with Xu Xudong directly owning 11.84% of the company, while his controlled entities, Xusheng Holdings and Xuri Industrial, hold 26.03% and 19.60% respectively, totaling a combined control of 57.47% [1] Recent Developments - This is not the first time Xusheng Group has planned a change in control; a similar attempt was made in October 2022, which was abruptly terminated due to failure to reach an agreement on core terms [2] - The company's two attempts at control change may be linked to ongoing performance pressures, as evidenced by a decline in revenue and net profit in recent financial reports [2] Financial Performance - For the first three quarters of 2025, Xusheng Group reported revenue of 3.226 billion yuan, a year-on-year decrease of 1.48%, and a net profit attributable to shareholders of 300 million yuan, down 7.16% [2] - In 2024, the company experienced declines in both revenue and net profit, with revenue of 4.409 billion yuan, down 8.79%, and net profit of 416 million yuan, down 41.71% [2] - The financial performance trend shows a consistent decline, with 2023 figures at 4.834 billion yuan in revenue and 714 million yuan in net profit, compared to 4.454 billion yuan and 701 million yuan in 2022 [2]

Core Insights - November automotive sales reached 3.429 million units, a year-on-year increase of 3.4%. Cumulative sales from January to November totaled 31.127 million units, reflecting an 11.4% year-on-year growth [1][2] - The comprehensive inventory coefficient for automotive dealers in November was 1.6, up 41.4% year-on-year and 34.2% month-on-month. The inventory warning index stood at 55.6%, an increase of 3.8 percentage points year-on-year and 3 percentage points month-on-month [2] Sales Performance - In November, the sales of new energy vehicles (NEVs) reached 1.823 million units, marking a 20.6% year-on-year increase, with a penetration rate of 53.2%. From January to November, NEV sales totaled 14.78 million units, up 31.2% year-on-year, with a penetration rate of 47.5% [2] Investment Strategy - The automotive sector should focus on undervalued leading companies in vehicle manufacturing and parts due to performance improvements. Key areas of interest include: - Domestic car manufacturers with first-mover advantages in the NEV sector, such as BYD, Changan Automobile, Geely, and Li Auto [3] - Stable performance low-valuation leading parts manufacturers like Huayu Automotive and Fuyao Glass [3] - Core players in the electrification and intelligentization sectors, including Desay SV, Ruikeda, Kobot, and Bertley [3] - Opportunities arising from domestic circulation and local replacements, such as Lingdian Electric Control, Sanhua Intelligent Control, Xingyu Co., and Shangsheng Electronics [3] - Strong vehicle manufacturers driving demand for core components, including Top Group, Wencan Co., and Xusheng Group [3] Market Overview - The automotive sector experienced a weekly change of 0.16%, ranking 9th among 31 sectors. The automotive industry outperformed the CSI 300 index during the week [5] - The weekly performance of major indices was as follows: Shanghai Composite Index -0.34%, CSI 300 -0.08%, Shenzhen Component Index 0.84%, and ChiNext Index 2.74% [5] - In sub-sectors, the weekly performance was: automotive services -5.23%, automotive parts 0.11%, passenger vehicles 0.23%, commercial vehicles 0.25%, and motorcycles and others 1.70% [5] Top Performing Stocks - The top five performing stocks in the automotive sector for the week were: Chaojie Co., Huamao Technology, Yueling Co., Huapei Power, and Zhenghe Industrial [6] Underperforming Stocks - The bottom five performing stocks in the automotive sector for the week were: Xiamen Xinda, Rongtai Co., Longji Machinery, Kailong High-Tech, and Disengli [7]

今日关注 申购提示：今日3只新股申购。 商务部：已批准部分稀土出口通用许可申请。 10．当地时间18日，英国央行英格兰银行宣布，将基准利率由此前的4%下调至3.75%。这是2024年8月 以来的第6次降息，也是英国自2023年2月以来的最低基准利率。 4．商务部新闻发言人何亚东在12月18日举行的例行新闻发布会上说，中方注意到，欧委会近期密集对 中国企业发起《外国补贴条例》（FSR）调查，先后对中车集团、同方威视发起深入调查，甚至对中国 数字平台进行现场突袭检查，做法恶劣，指向性和歧视性明显。中方对此强烈反对。希望欧方立即停止 对包括中国在内的外国投资企业的无理打压，审慎使用FSR调查工具，为在欧投资经营企业创造公平、 公正、可预期的营商环境。中方密切关注欧方有关动向，将采取必要措施，坚决维护中国企业合法权 益。 5．香港交易所于12月18日刊发《优化香港证券市场每手买卖单位框架》的咨询文件，主要包含以下三 个部分：1.将每手价值的指引下限从2000港元降至1000港元。2.增设50000港元的每手价值指引上限。3. 将每手股数的种类减至八种标准化的选项：1股、50股、100股、500股、1000股、2000 ...