文灿股份（603348.SH）1月6日在投资者互动平台表示，公司产品主要应用于汽车行业。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问在能源化工、铁路电气化等领域是否使用到了百 炼集团的产品？ ...

（记者 张海妮） 每经AI快讯，有投资者在投资者互动平台提问：请问华为鸿蒙智行2026年计划发布的新车型中，贵公 司为哪些车型供应零部件？"尊界""问界""尚界""享界""智界"是否都有终端产品供货？ 文灿股份（603348.SH）1月6日在投资者互动平台表示，公司为"尊界""问界"车型直接配套相关产品。 ...

Group 1 - The company is focusing on its core automotive business while actively exploring opportunities in other sectors such as two-wheeled vehicles and robotics to enhance its performance [2]

（编辑 姚尧） 证券日报网讯 12月26日，文灿股份发布公告称，公司发布"提质增效重回报"行动方案，提出七项举 措：一、聚焦主营业务，提升经营质量；二、加快发展新质生产力，注入新动能；三、持续现金分红， 注重股东回报；四、提升信息披露质量，加强投资者沟通；五、提升规范运作水平，完善公司治理体 系；六、聚焦"关键少数"，强化责任担当。 ...

证券代码：603348 证券简称：文灿股份 公告编号：2025-036 文灿集团股份有限公司 关于"提质增效重回报"行动方案的公告 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。 为贯彻落实党中央、国务院关于推动高质量发展、提升上市公司质量的决策 部署，积极响应上海证券交易所《关于开展沪市公司"提质增效重回报"专项行 动的倡议》，践行"以投资者为本"的发展理念，促进文灿集团股份有限公司（以 下简称"公司"）与资本市场高质量协同发展，维护全体股东利益，公司制定了 "提质增效重回报"行动方案，主要措施如下： 一、聚焦主营业务，提升经营质量 公司作为汽车铝合金铸件全球化企业，近年来积极把握新能源汽车行业"汽 车轻量化"、"大型一体化铸造技术"的发展机遇，为我国新能源汽车高质量发展 添砖加瓦。"十四五"期间，公司已实现了产业布局全球化与多种工艺技术完善。 "十五五"（2026-2030 年）将是公司重要的五年，公司将做好规划，让过去五年 积累发挥更大能效，让一体化压铸件和卡钳安全件等优势产品保持全球领先。 1、优化产品结构，巩固核心优 ...

证券代码：603348 证券简称：文灿股份 公告编号：2025-037 文灿集团股份有限公司 关于注销募集资金账户的公告 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、募集资金的基本情况 经中国证券监督管理委员会《关于同意文灿集团股份有限公司向特定对象发 行股票注册的批复》（证监许可〔2023〕1599 号）注册，并经上海证券交易所同 意，文灿集团股份有限公司（以下简称"公司"）向特定对象发行人民币普通股 （A 股）44,214,519 股，发行价格为每股人民币 23.68 元，募集资金总额为人民 币 1,046,999,809.92 元，扣除相关发行费用（不含增值税）14,614,700.58 元后， 实际募集资金净额为人民币 1,032,385,109.34 元。上述募集资金到账时间为 2024 年 7 月 5 日，募集资金到位情况已经安永华明会计师事务所（特殊普通合伙）进 行审验，并出具了安永华明（2024）验字第 70044603_B02 号《验资报告》。 二、募集资金管理情况 为规范公司募集资金的管理，保护中小 ...

Core Insights - The transition from L2 to L3 represents a critical leap from driver assistance to autonomous driving, with responsibility potentially shared among drivers, manufacturers, and autonomous system suppliers [2] Investment Summary - The first L3-level vehicles have been approved for road use, marking a significant milestone in China's autonomous driving industry, transitioning from laboratory testing to legitimate road applications [3] - The approval establishes a clear safety baseline by allowing conditional and limited scenarios for testing, promoting innovation while ensuring safety [3] - The high reliability and safety redundancy requirements of L3 systems will drive technological upgrades across the entire supply chain, including perception hardware, computing platforms, and software algorithms [3] Future Outlook - Pilot programs are expected to expand from current highway and congested scenarios to more complex urban roads, with legal and technical standards evolving based on pilot experiences to support broader adoption [3] - The high costs associated with vehicles equipped with advanced autonomous driving features need to decrease through technological advancements and economies of scale for widespread consumer adoption [3][4] Investment Strategy and Focus - The automotive sector should focus on undervalued leading manufacturers and component suppliers benefiting from performance improvements, particularly in the fields of new energy and intelligent vehicles [5] - Recommended companies include early movers in the new energy sector such as BYD, Changan Automobile, Geely, and Li Auto; stable low-valuation component leaders like Huayu Automotive and Fuyao Glass; and key players in electrification and intelligence like Desay SV, Ruikeda, and Kobot [5] - The strategy also highlights opportunities arising from domestic substitution due to the "domestic circulation" initiative, with companies like Lingdian Electric Control and Sanhua Intelligent Control being of interest [5] Key Focus Companies - The investment focus for the week includes BYD, Li Auto, Top Group, Desay SV, and Shangsheng Electronics [6]

Core Viewpoint - The announcement details the progress of a lawsuit involving LBQ Foundry, a subsidiary of the company, regarding a dispute over VAT payments with the Mexican tax authorities, highlighting various administrative actions and court rulings that have impacted the company's financial obligations. Group 1: Lawsuit Background - LBQ is engaged in the production and sale of gravity casting products and has faced VAT disputes with the Mexican tax authorities from 2015 to 2019 due to repeated VAT payments on aluminum purchases [1][2] - The tax authority initially demanded a total of 7,527,242.41 pesos for the years 2015 and 2016, which LBQ contested through administrative and judicial channels, ultimately leading to a favorable ruling from the constitutional court [1] - For the years 2017 and 2018, the tax authority demanded 124,173,015.53 pesos, but LBQ won the case in federal court, resulting in the cancellation of the tax demand [2] Group 2: Recent Developments - LBQ has recently negotiated the final execution amount for a VAT assessment from 2019, settling at 93,061,409 pesos, which includes 58,602,897 pesos in VAT and 34,458,512 pesos in penalties and interest, with all fines waived [7] - The company is still in discussions with the tax authority regarding the potential for VAT refunds or offsets against future VAT liabilities [7] Group 3: Financial Impact - As of September 2025, the company had previously accrued a provision of 97,777,810 pesos for the disputed VAT assessments, and the recent negotiations have resulted in a reduction of the financial burden [8] - The overall impact of the VAT dispute on the company's financial statements will be determined based on future communications with the tax authority and will be finalized in accordance with the annual audit [8]

证券代码：603348 证券简称：文灿股份 公告编号：2025-035 （ 1 ） 行 政 行 为 ： 墨 西 哥 税 务 局 于 2019 年 11 月 26 日 公 函 （ 编 号 ： 110-12-03-01-00-2019-8588），针对LBQ2015和2016财年的多份进口申请表，要 求扣缴增值税（包括增值税、罚款、滞纳金及其他），金额为7,527,242.41比索。 对于此项评税，LBQ首先向墨西哥税务部门申请行政复议，被驳回后已向联邦税 务法院提出异议，2022年5月16日取得不利裁定，之后提起宪法权利保护诉讼， 2023年9月，宪法法院认为税务局评税有误，判决联邦税务法院撤销2022年5月16 日的判决并重新审理。之后LBQ收到联邦税务法院的公函，转述宪法法院的裁决： 不予庇护亦不予保护LBQ，使其免受联邦税务法院所作的判决。意味着宪法法院 作出裁决，驳回了LBQ的上诉请求，维持联邦税务法院判决。目前LBQ已经缴纳了 该项评税支出。 （ 2 ） 行 政 行 为 ： 墨 西 哥 税 务 局 通 过 2021 年 9 月 27 日 公 函 （ 编 号 ： 文灿集团股份有限公司 关于墨西哥子公司诉 ...

文灿股份公告，公司墨西哥子公司LBQ与墨西哥税务机关的增值税重复缴纳争议诉讼取得新进展。近 日，LBQ与税务局对第（5）项评税的最终执行金额进行谈判并确定为9306.14万墨西哥比索，其中，增 值税金额为5860.29万墨西哥比索，滞纳金及其他费用金额减为3445.85万墨西哥比索，罚金全部减免。 ...