Group 1 - Ugreen Technology expects a net profit of 653 million to 733 million yuan for 2025, representing a year-on-year growth of 41.26% to 58.56% [1] - SenTai Co. plans to invest no more than 140 million yuan to establish a production base in Vietnam [2] - Muyuan Foods reported a December 2025 sales revenue of 9.667 billion yuan from commodity pigs, a year-on-year decline of 36.06% [3] Group 2 - Pumen Technology has received a medical device registration certificate for a quality control product used in various cancer markers [4] - Heng Rui Medicine's subsidiary has received approval for clinical trials of two injection drugs targeting obesity [5] - Quartz Co. was fined 2.7 million yuan for commercial secret infringement by its subsidiary [6] Group 3 - Chifeng Gold expects a net profit of 3 billion to 3.2 billion yuan for 2025, an increase of approximately 70% to 81% year-on-year [7] - Fulong Technology has terminated the transfer of 82.0969 million shares [8] - Senba Sensor's actual controller has released the pledge of 16.48 million shares [9] Group 4 - Hanma Technology reported a cumulative truck sales increase of 58.45% for 2025 [12] - Guankang Clean won a bid for a special procurement project worth 157 million yuan [14] - Defu Technology signed a cooperation agreement for high-end copper foil supply with a leading CCL company [15] Group 5 - Tianchen Medical signed a strategic cooperation agreement with Inspur Digital Technology [16] - CanSino received approval for clinical trials of a 24-valent pneumococcal polysaccharide conjugate vaccine [17] - Yipin Hong's subsidiary received approval for a supplementary application for oseltamivir phosphate capsules [19] Group 6 - Taotao Vehicle expects a net profit of 800 million to 850 million yuan for 2025, a year-on-year increase of 85.50% to 97.10% [20] - Yutong Bus reported a cumulative sales increase of 5.54% for 2025 [21] - Kingoo Co. received a notification from VinFast to supply automotive wheel products [22] Group 7 - ST Renfu's subsidiary received approval for clinical trials of a new drug for late-stage solid tumors [23] - Nanxing Co. expects a net profit of 90 million to 120 million yuan for 2025, reversing a loss from the previous year [24] - Jinrui Mining's subsidiaries will undergo routine maintenance starting January 5, 2026 [25] Group 8 - Changjiang Power reported a 3.82% increase in total power generation for its six hydropower stations in 2025 [26] - David Medical's subsidiary received a medical device registration certificate for an electronic endoscope image processor [28] - Guiguan Power reported a 26.68% increase in cumulative power generation for 2025 [29] Group 9 - ShenNan Electric's subsidiary won a project worth 208 million USD for a power plant operation service [30] - ST Kaiyuan's major shareholder's shares will be auctioned [31] - Jiecheng Co.'s major shareholder's shares have been auctioned [32] Group 10 - Tongbao Energy's wind power project has begun generating electricity [33] - Xusheng Group received an order worth 7.8 billion yuan from a North American EV manufacturer [34] - Qianli Technology reported a 154.08% increase in December 2025 electric vehicle production [35] Group 11 - Chint Electric plans to issue H-shares and list on the Hong Kong Stock Exchange [36][37] - Whirlpool expects a net profit increase of approximately 150% for 2025 [38] - Yongjie New Materials signed a 2 billion yuan aluminum alloy procurement contract [39]

Core Insights - Company has received a significant order from a North American electric vehicle manufacturer, with a project lifecycle of approximately 8 years and a total sales amount of about 7.8 billion yuan, expected to start mass production by the end of 2026 [1] - The company has established itself as a core supplier in the Tesla supply chain and is expanding its global footprint with production bases in Mexico and Thailand [2] - A control change is planned, with the Guangzhou Industrial Investment Holding Group set to become the new controlling shareholder, acquiring approximately 27% of the company's shares [3] Group 1 - The company will supply powertrains, body parts, subframes, and battery boxes to the North American client, enhancing its market share and competitive advantage [1] - The production for the new project will take place in the company's facilities in China and Mexico, indicating a focus on localizing supply chains [1] - The total sales amount mentioned is an estimated figure, and actual procurement quantities will be determined by future orders [1] Group 2 - The Mexican production base is set to begin operations in June 2025, covering the entire production chain from raw material procurement to finished product manufacturing [2] - The company is also expanding into the energy storage and robotics sectors, with significant revenue growth in its energy storage business, achieving approximately 300 million yuan in revenue in the first half of 2025 [2] - The Thai production base is expected to start operations in the second half of 2026, focusing on serving the Southeast Asian electric vehicle and high-end manufacturing industries [2] Group 3 - The planned control change involves the current controlling shareholder transferring 5% of shares to the Guangzhou Industrial Investment Holding Group, which will lead to a shift in the company's actual controller to the Guangzhou municipal government [3] - This change in control may impact the company's strategic direction and operational management moving forward [3]

Core Viewpoint - The company, Xusheng Group, has received a notification from a North American electric vehicle manufacturer to supply various components, with a total sales amount of approximately 7.8 billion yuan over an 8-year project lifecycle [1] Group 1 - The project includes the supply of powertrains, body parts, subframes, and battery boxes [1] - Production is expected to commence by the end of 2026 [1] - The project will not have a significant impact on the company's operating performance for the current fiscal year [1] Group 2 - The project will be executed at production bases located in China and Mexico [1] - The company maintains that this project will not affect its business independence [1] - The company will not develop a dependency on the client due to the fulfillment of subsequent contracts [1]

Core Viewpoint - The company, Xusheng Group (603305.SH), has received a project award from a North American electric vehicle manufacturer to supply various components, indicating a significant long-term partnership and recognition of the company's capabilities [1] Group 1: Project Details - The project involves supplying powertrains, body parts, subframes, and battery boxes, with a total sales amount of approximately RMB 7.8 billion over an estimated lifecycle of 8 years [1] - Production for this project is set to commence by the end of 2026, utilizing manufacturing bases in China and Mexico [1] Group 2: Strategic Implications - The award signifies a deepening of the long-term cooperation between the company and the client, highlighting the client's recognition of the company's innovation, R&D, manufacturing, quality management, and service capabilities [1] - This project is expected to strengthen the company's competitive advantage and market share, aligning with its overall development strategy [1]

证券代码：603305 证券简称：旭升集团 公告编号：2026-001 宁波旭升集团股份有限公司 关于获得客户项目定点通知书的公告 ● 定点通知并不反映客户最终的实际采购数量，目前项目总金额仅为预计 金额，后续实际开展情况存在不确定性，具体以订单结算金额为准。 ● 公司实际销售金额与客户汽车实际产销量等因素直接相关，整个项目的 实施周期较长，而汽车市场整体情况、全球宏观经济形势等因素均可能对客户的 生产计划和采购需求构成影响，进而给供货量带来不确定性影响；尽管合同双方 具备履约能力，但在合同履约过程中，可能会出现因产品开发遇阻、客户业务调 整或不可抗力等原因，导致项目延期、变更、中止或终止。 ● 根据客户规划，此次定点项目生命周期约为8年，生命周期总销售金额约 人民币78亿元，此次定点项目预计在2026年底开始量产，不会对公司本年度经营 业绩产生重大影响。 一、定点通知书概况 宁波旭升集团股份有限公司（以下简称"公司"）于近日收到了北美新能源 汽车厂商（限于保密协议，无法披露其名称，以下简称"客户"）的定点通知， 公司将为该客户供应动力总成、车身件、副车架、电池盒等零部件产品。根据客 户规划，此次定点项目生命 ...

Core Viewpoint - The company, Xusheng Group (603305.SH), has received a project award from a North American electric vehicle manufacturer to supply various components, indicating a significant long-term partnership and growth opportunity for the company [1] Group 1: Project Details - The project has a lifecycle of approximately 8 years with a total sales value of around 7.8 billion RMB [1] - Production for this project is set to begin by the end of 2026, with manufacturing taking place in China and Mexico [1] Group 2: Strategic Implications - The award of this project signifies the deepening of the long-term cooperation between the company and the client, showcasing the client's recognition of the company's innovation, R&D, manufacturing, quality management, and service capabilities [1] - This development is expected to further solidify the company's leading position in the market, enhance its core competitiveness, and increase market share, aligning with the company's overall development strategy [1]

旭升集团公告，将为北美新能源汽车厂商提供动力总成、车身件、副车架、电池盒等零部件，已收到定 点通知；项目生命周期约8年，生命周期总销售金额约人民币78亿元，生产地为中国及墨西哥基地，预 计2026年底开始量产，不会对公司本年度经营业绩产生重大影响。 ...

旭升集团1月5日公告，公司收到北美新能源汽车厂商的定点通知，将为其供应动力总成、车身件、副车 架、电池盒等零部件产品。根据客户规划，此次定点项目生命周期约为8年，生命周期总销售金额约人 民币78亿元，预计在2026年底开始量产。本项目生产地为中国及墨西哥生产基地。该定点通知是双方长 期合作的深化，有利于进一步巩固公司领先优势，持续提升公司核心竞争力与市场份额。但定点通知并 不反映客户最终的实际采购数量，项目总金额仅为预计金额，具体以订单结算金额为准。同时，公司实 际销售金额与客户汽车实际产销量等因素直接相关，整个项目的实施周期较长，可能受到汽车市场整体 情况、全球宏观经济形势等因素影响，存在不确定性。 ...

智通财经APP讯，旭升集团(603305.SH)公告，公司近日收到了北美新能源汽车厂商的定点通知，公司 将为该客户供应动力总成、车身件、副车架、电池盒等零部件产品。根据客户规划，此次定点项目生命 周期约为8年，生命周期总销售金额约人民币78亿元。此次定点项目预计在2026年底开始量产。 ...

Core Viewpoint - The company has received a notification from a North American electric vehicle manufacturer for a designated project, which will involve supplying various components over an estimated lifecycle of 8 years, with a total sales value of approximately RMB 7.8 billion [1] Group 1 - The project includes the supply of powertrains, body parts, subframes, and battery boxes [1] - The lifecycle total sales amount is projected to be around RMB 7.8 billion [1] - Mass production for this designated project is expected to commence by the end of 2026 [1]