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]

证券日报网讯 12月4日，文灿股份在互动平台回答投资者提问时表示，公司海外工厂三季度业绩受多种 因素的叠加影响，具体情况详见公司披露的定期报告。 （文章来源：证券日报） ...

证券日报网讯12月4日，文灿股份（603348）在互动平台回答投资者提问时表示，股价波动受宏观环 境、行业周期及市场情绪等多重因素影响。公司将多举措夯实基本面，积极把握市场机会，努力推动公 司价值回归。 ...

（文章来源：证券日报） 证券日报网讯 12月4日，文灿股份在互动平台回答投资者提问时表示，公司已经和国内大吨位压铸设备 供应商建立了稳固的合作关系。 ...

证券日报网讯12月4日，文灿股份（603348）在互动平台回答投资者提问时表示，公司深耕汽车零部件 主业，同时积极拓展有关新领域业务。 ...

证券日报网讯12月4日，文灿股份（603348）在互动平台回答投资者提问时表示，公司欧洲和墨西哥工 厂主要就近配套欧美知名整车厂商和一级零部件供应商，欧洲和墨西哥工厂均通过一级零部件供应商间 接给特斯拉供应刹车组件。公司将持续提高海外工厂配套与服务水平，积极把握潜在的市场机会。 ...

证券日报网讯 12月4日，文灿股份在互动平台回答投资者提问时表示，股价波动受宏观环境、行业周期 及市场情绪等多重因素影响。公司将多举措夯实基本面，积极把握市场机会，努力推动公司价值回归。 如有市值管理相关计划，公司将按照规定及时履行披露义务。 （编辑 丛可心 袁冠琳） ...

证券日报网讯12月4日，文灿股份（603348）在互动平台回答投资者提问时表示，公司在大尺寸产品生 产方面积累了丰富的经验与技术，将积极关注固态电池未来发展趋势，主动对接客户，抢占先机。 ...

证券日报网讯 12月4日，文灿股份在互动平台回答投资者提问时表示，公司主要从事铝合金铸件的研 发、生产与销售。 （文章来源：证券日报） ...

（原标题：文灿股份(603348.SH)：公司现有9000T以上压铸产线未纳入以上品牌设备） 格隆汇12月4日丨文灿股份(603348.SH)在投资者互动平台表示，公司现有9000T以上压铸产线未纳入以 上品牌设备。 ...