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个别及连带责任。 一、募集资金基本情况 | 证券代码：603305 | 证券简称：旭升集团 | | 公告编号：2025-062 | | --- | --- | --- | --- | | 债券代码：113685 | 债券简称：升 24 | 转债 | | 宁波旭升集团股份有限公司 关于签订募集资金专户存储监管协议的公告 上述募投项目实施主体增加的具体情况，详见公司于 2025 年 9 月 17 日在上 海证券交易所网站（www.sse.com.cn)及指定媒体披露的《宁波旭升集团股份有限 公司关于增加部分募投项目实施主体、实施地点并延期的公告》（公告编号： 2025-059）。 "汽车轻量化结构件绿色制造项目"的新增实施主体的投资路径为：宁波旭 升集团股份有限公司分别在香港设立全资子公司旭升香港国际有限公司和全资 孙公司旭升香港贸易有限公司，在美国设立全资孙公司旭升美国国际有限公司， 并以旭升香港国际有限公司和旭升美国国际有限公司为主体在墨西哥设立旭升 墨西哥制造有限公司并建设生产基地，具体如 ...

Core Insights - The A-share market experienced a collective decline on September 23, with the automotive parts sector showing resilience and increasing in value [1] - The automotive parts ETF (562700) rose by 0.13% with a trading volume of 17.54 million yuan, leading its category [1] - Key stocks such as Xusheng Group, Yongding Co., and Dayang Motor reached their daily limit up, indicating strong market interest [1] Automotive Parts Sector - The automotive parts ETF tracks the CSI Automotive Parts Theme Index, which includes high-quality component manufacturers across various automotive systems [1] - The sector is benefiting from the trends of electrification and intelligence in the domestic automotive industry, suggesting significant growth potential [1] - Companies involved in robotics are increasingly integrating into the automotive parts sector, with humanoid robots seen as a "second curve" for automotive components [1]

Market Overview - The Shanghai Composite Index closed at 3781.61 points, below the five-day moving average, with a decline of 1.23% [1] - The total trading volume of A-shares reached 171.35 billion yuan [1] Stocks Performance - A total of 119 A-shares broke through the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Chuangyuan Xinke (创远信科) with a deviation rate of 11.34% and a daily increase of 20.09% [1] - Teruid (特锐德) with a deviation rate of 10.64% and a daily increase of 13.85% [1] - Niutai Ge (纽泰格) with a deviation rate of 7.97% and a daily increase of 9.93% [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that just crossed the five-day moving average include: - Xinghua New Materials (星华新材) and Haixing Power (海兴电力) [1] - Other stocks with notable performance include: - Ningbo Haiyun (宁波海运) with a daily increase of 9.95% and a deviation rate of 7.96% [1] - Xusheng Group (旭升集团) with a daily increase of 10.03% and a deviation rate of 7.83% [1]

Core Viewpoint - The A-share market is experiencing a decline, with the Shanghai Composite Index down by 1.04% and trading below the five-day moving average, indicating a bearish trend in the market [1] Group 1: Market Performance - As of 10:29 AM, the Shanghai Composite Index stands at 3788.76 points, below the five-day moving average [1] - The total trading volume of A-shares today is 12,621.13 billion yuan [1] Group 2: Individual Stock Performance - A total of 101 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Teruid (特锐德) with a deviation rate of 11.05% and a price increase of 14.39% [2] - Chuangyuan Xinke (创远信科) with a deviation rate of 8.99% and a price increase of 16.85% [2] - Niutai Ge (纽泰格) with a deviation rate of 8.78% and a price increase of 10.99% [2] - Other stocks with smaller deviation rates include: - YK International (亚钾国际) and Wuhan Fanggu (武汉凡谷), which have just crossed the five-day moving average [1]

数据宝统计，截至10:38，旭升集团成交额15.20亿元，创2023年11月8日以来新高。最新股价上涨 10.03%，换手率8.84%。上一交易日该股全天成交额为7.23亿元。（数据宝） （原标题：旭升集团成交额创2023年11月8日以来新高） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 ...

证券日报网讯9月18日晚间，旭升集团（603305）发布公告称，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》。 ...

Core Viewpoint - The company, Ningbo Xusheng Group, is expanding its business in emerging fields such as energy storage and robotics while maintaining a strong position in the automotive sector, supported by recent production capabilities in Mexico and Thailand [1][2][4]. Group 1: Business Development - The company has successfully launched its factory in Mexico, which provides localized supply capabilities to serve North American customers [1]. - The Thai factory commenced operations in July 2025, aiming to implement mature processes to cater to Southeast Asia and surrounding markets [1]. - In the first half of 2025, the company achieved a revenue of 2.096 billion yuan, with a second-quarter revenue of 1.050 billion yuan, reflecting a year-on-year growth of 3.89% despite industry competition [2]. Group 2: Emerging Markets - The energy storage business generated approximately 300 million yuan in revenue during the first half of 2025, indicating explosive growth [2]. - The company has developed core components for energy storage systems, including battery enclosures and thermal modules, which meet high safety and reliability standards [2][3]. - The company is actively expanding its presence in the energy storage market by collaborating with several global energy storage system integrators [3]. Group 3: Client Relationships - The company has established partnerships with leading automotive brands, including Rivian, Lucid, and domestic brands like Li Auto and Zeekr, enhancing its market competitiveness [3]. - Long-term collaborations have been formed with major suppliers and battery leaders, such as CATL and EVE Energy, which strengthen the company's position in the supply chain [3]. - The company focuses on providing high-value services, creating a competitive moat based on technology, service, and responsiveness [3]. Group 4: Future Outlook - The company plans to continue deepening its core business in new energy vehicles while accelerating the development of energy storage and robotics [4]. - Future strategies include leveraging new materials, processes, and products to upgrade lightweight solutions towards systematization and integration [4]. - The company expresses confidence in maintaining steady growth through global layout and localized operations amidst industry competition [4].

Core Viewpoint - The article discusses the challenges and strategic shifts of Xusheng Group in the context of the competitive landscape of the electric vehicle (EV) industry, particularly focusing on its reliance on Tesla and the recent decline in performance metrics [4][10]. Group 1: Company Background and Growth - Xusheng Group transitioned to the lightweight components sector for electric vehicles in 2013, focusing on aluminum alloy precision die-casting, which became essential due to the weight constraints of EV batteries [5]. - The company signed a long-term cooperation contract with Tesla in 2013, becoming a key supplier and experiencing significant growth, with revenue increasing from 200 million to 4.83 billion yuan from 2014 to 2023, representing a compound annual growth rate (CAGR) of 34% [5]. - Net profit also saw substantial growth, rising from 30 million to 710 million yuan during the same period, with a CAGR of 42% [5]. Group 2: Customer Diversification and Dependency - Acknowledging the risks of over-reliance on Tesla, Xusheng Group has expanded its customer base to include industry leaders like CATL, ZF, Mercedes-Benz, BMW, and BYD, although Tesla remains the largest customer [6]. - In 2024, revenue from overseas leading EV manufacturers reached 1.383 billion yuan, accounting for nearly one-third of total revenue, with Tesla still being the primary client [6]. Group 3: Performance Challenges - The company faced headwinds in 2024 due to a slowdown in global EV growth and fluctuations in Tesla's sales, leading to a decline in revenue to 4.41 billion yuan, down 8.8% year-on-year, and a significant drop in net profit by 41.7% to 420 million yuan [10]. - In the first half of 2025, Xusheng Group reported revenue of 2.1 billion yuan, a decrease of 2.5% year-on-year, and net profit of 200 million yuan, down 24.2%, continuing the downward trend from 2024 [11]. - The decline in performance is attributed to three main factors: fluctuations in Tesla's sales, which saw a 13.24% year-on-year drop in deliveries, leading to a 10.5% decrease in automotive revenue to 1.705 billion yuan; pressure on gross margins due to industry price competition, with a 1.47 percentage point decline in gross margin to 21.78%; and an increase in operating expenses despite declining revenue [13][14].

宁波旭升集团股份有限公司（以下简称"公司"）于2025年9月12日召开2025 年第一次临时股东大会，审议通过了《关于变更注册资本、取消监事会并修订< 公司章程>的议案》。因可转换公司债券转股使公司普通股股本增加，截至2025 年6月30日，累计共有人民币259,112,000元"升24转债"已转换为公司A股股票， 累计转股数量为20,101,396股。公司股份总数将由"升24转债"转股前一交易日 933,214,933股增加至953,316,329股，注册资本相应增加。 | 证券代码：603305 | 证券简称：旭升集团 | | 公告编号：2025-061 | | --- | --- | --- | --- | | 债券代码：113685 | 债券简称：升 24 | 转债 | | 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、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个别及连带责任。 法定代表人：徐旭东 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 ...

Core Viewpoint - Ningbo Xusheng Group Co., Ltd. has successfully passed a resolution to change its registered capital during the first extraordinary general meeting of shareholders in 2025, reflecting a significant increase in its total shares and registered capital [1] Summary by Relevant Sections - **Capital Change**: As of June 30, 2025, the "Sheng 24 Convertible Bond" has converted a total of 20,101,396 shares, increasing the company's total shares from 933,214,933 to 953,316,329 [1] - **Registered Capital**: The registered capital has been updated to 953,316,329 RMB, equivalent to 953.32 million RMB, following the completion of business registration changes and the filing of the company's articles of association [1] - **Business License**: The company has obtained a renewed business license reflecting the updated registered capital and other basic registration information has been made public [1]