伯特利今年以来股价涨24.75%，近5个交易日涨4.59%，近20日涨13.68%，近60日涨1.34%。 今年以来伯特利已经1次登上龙虎榜，最近一次登上龙虎榜为2月6日。 资料显示，芜湖伯特利汽车安全系统股份有限公司位于中国(安徽)自由贸易试验区芜湖片区泰山路19 号，成立日期2004年6月25日，上市日期2018年4月27日，公司主营业务涉及汽车制动系统相关产品的研 发、生产和销售。主营业务收入构成为：智能电控产品45.59%，机械制动产品44.77%，机械转向产品 5.63%，其他(补充)2.92%，其他产品1.09%。 伯特利所属申万行业为：汽车-汽车零部件-底盘与发动机系统。所属概念板块包括：线控底盘、价值成 长、华为汽车、智能汽车、汽车零部件等。 8月27日，伯特利盘中上涨2.01%，截至10:09，报55.19元/股，成交1.85亿元，换手率0.56%，总市值 334.73亿元。 截至3月31日，伯特利股东户数1.63万，较上期减少22.17%；人均流通股37303股，较上期增加28.70%。 2025年1月-3月，伯特利实现营业收入26.38亿元，同比增长41.83%；归母净利润2.70亿元， ...

Group 1 - The core viewpoint of the announcement is that Wuhu Berteli Automotive Safety Systems Co., Ltd. is making a strategic investment in a new venture capital partnership to capitalize on growth opportunities in emerging industries [1][2] - The company is investing a total of RMB 20 million, with a 99% ownership stake in the partnership, while the private fund management company holds a 1% stake [1] - The newly established partnership, named Gongqingcheng Bokin Venture Capital Partnership, will focus on investing in high-growth unlisted companies in sectors such as humanoid robots, automotive intelligence, and new travel technologies [2] Group 2 - The partnership has completed registration with the Asset Management Association of China and has obtained the Private Investment Fund Registration Certificate [2] - The fund manager is Xiamen Zongheng Jinding Private Fund Management Co., Ltd., and the custodian is Bank of Communications Co., Ltd. [2] - The registration date for the fund is August 22, 2025 [2]

证券代码：603596 证券简称：伯特利 公告编号：2025-066 芜湖伯特利汽车安全系统股份有限公司 关于对外投资的进展公告 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、对外投资概述 二、对外投资的进展情况 芜湖伯特利汽车安全系统股份有限公司（以下简称"公司"）基于公司战略 发展规划及业务协同需要，把握相关产业发展机遇，与厦门纵横金鼎私募基金管 理有限公司（以下简称"金鼎私募"）共同投资设立共青城伯金创业投资合伙企 业（有限合伙）（以下简称"伯金创投"）。金鼎私募作为普通合伙人认缴出资 额为人民币 200 万元，持股比例为 1%；公司作为有限合伙人认缴出资额为人民 币 19,800 万元，持股比例为 99%，合计认缴出资额为人民币 20,000 万元。 伯金创投主要用于投资中国境内外包括但不限于人形机器人、汽车智能化、 出行新技术、低空经济等新兴领域具有高成长性的未上市企业股权，兼顾投资新 三板已挂牌、股权类基金份额等普通合伙人认为符合企业利益及法律规定允许投 资的其他投资机会。具体内容详见公司 2025 年 7 ...

通过天眼查大数据分析，芜湖伯特利汽车安全系统股份有限公司共对外投资了15家企业，参与招投标项 目21次，知识产权方面有商标信息9条，专利信息432条，此外企业还拥有行政许可30个。 资金流方面，伯特利近5日主力资金流入4678.12万元，区间涨幅1.78%；近10日主力资金流入3196.62万 元，区间涨幅0.61%。 天眼查商业履历信息显示，芜湖伯特利汽车安全系统股份有限公司，成立于2004年，位于芜湖市，是一 家以从事汽车制造业为主的企业。企业注册资本60651.082万人民币，实缴资本3045万人民币。公司法 定代表人为袁永彬。 8月25日，沪深两融数据显示，伯特利上周累计获融资净买入额2505.26万元，居两市第475位，上周融 资买入额2.41亿元，偿还额2.16亿元。 伯特利所属概念板块包括：汽车零部件、安徽板块、标准普尔、富时罗素、MSCI中国、沪股通、上证 380、中证500、融资融券、转债标的、飞行汽车(eVTOL)、新能源车、无人驾驶、创投。 ...

Investment Rating - The report maintains a positive investment rating for the automotive and automotive parts industry, highlighting strong performance and growth potential in the sector [5]. Core Views - The automotive industry is experiencing a significant transformation driven by the rise of intelligent and electric vehicles, with a focus on high-quality domestic brands such as Geely, Xiaopeng, Li Auto, BYD, and Xiaomi [10][13]. - The report emphasizes the robust performance of passenger car companies in Q2 2025, with notable improvements in gross margins and reduced operating losses for new energy vehicle manufacturers [2][11]. - The collaboration between NVIDIA and Foxconn in the robotics sector is expected to catalyze growth in the artificial intelligence and robotics market, with significant production targets set for humanoid robots [3][12]. Summary by Sections 1. Weekly Insights - Passenger car sales for the third week of August 2025 reached 437,000 units, representing a year-on-year increase of 8.2% and a month-on-month increase of 14.2% [42]. - The automotive sector outperformed the market, with the A-share automotive sector rising by 7.2% during the week of August 18-22, 2025, ranking sixth among sub-industries [29]. 1.1 Passenger Cars - The report highlights the acceleration of high-end domestic vehicle production, with new models set to launch in late August and September 2025, which is expected to boost sales [11][13]. 1.2 Intelligent Electric Vehicles - The report notes the long-term growth potential in the intelligent electric vehicle segment, with a focus on the increasing market share of domestic brands and the expansion of overseas markets [14]. 1.3 Robotics - The report discusses the entry of leading companies into the robotics market, with a focus on the production of humanoid robots and the expected commercialization of embodied intelligence [3][12]. 1.4 Motorcycles - The motorcycle market is experiencing rapid expansion, particularly in the mid-to-large displacement segment, with significant year-on-year sales growth [20][22]. 1.5 Heavy Trucks - The heavy truck market is expected to recover due to expanded subsidies for replacing old vehicles, which will stimulate demand [23][24]. 1.6 Tires - The tire industry is benefiting from high demand and low valuations, with a focus on global expansion and the development of high-end products [25][28]. 2. Weekly Data - The report provides detailed sales data for passenger cars, highlighting the impact of new consumption stimulus policies on demand [42][43].

Investment Rating - The report maintains an "Overweight" rating for the automotive industry, expecting the industry index to outperform the market index by over 10% in the next six months [46]. Core Insights - July automotive sales showed resilience despite being a traditional off-season, with strong year-on-year growth. The upcoming peak season in September and October is anticipated to further boost demand [12][42]. - The report highlights the impact of the new personal consumption loan subsidy policy, which includes a 1% subsidy for household vehicles, likely enhancing consumer purchasing power and driving sales growth [42]. - The automotive sector has seen significant stock performance, with the automotive index rising 6.06% over the past two weeks, outperforming the CSI 300 index by 1.85 percentage points [10][11]. Industry Data Tracking - In July, China's automotive production reached 2.591 million units, a year-on-year increase of 13.3%, while sales were 2.593 million units, up 14.6% year-on-year. Exports totaled 575,000 units, marking a 22.6% increase [17][18]. - The dealer inventory warning index stood at 57.2%, reflecting a year-on-year decrease of 2.20 percentage points [17]. - Raw material prices showed mixed trends, with steel prices down 2.09%, aluminum stable, copper up 0.60%, and lithium carbonate up 19.41% [18]. Industry News - The retail market for passenger vehicles from August 1 to 17 saw sales of 866,000 units, a 2% year-on-year increase [27]. - Shanghai is accelerating the application of robotics in key industries, including automotive, to enhance production efficiency [29]. - The first batch of autonomous smart connected taxis in Shanghai has commenced operations, indicating advancements in smart transportation [30]. Corporate News - China FAW Group is reportedly planning to acquire approximately 10% of Leap Motor's shares, indicating strategic investments in emerging automotive companies [35]. - Xpeng Motors reported a total revenue of 18.27 billion yuan for Q2 2025, a 125.3% year-on-year increase, highlighting strong growth in the electric vehicle segment [38]. - Li Auto achieved its first half-year profit, with a record gross margin, reflecting the company's successful market positioning [39]. Investment Recommendations - The report suggests focusing on manufacturers enhancing brand competitiveness through smart technology, such as BYD and Changan Automobile [42]. - It also highlights the potential growth in the smart driving industry chain, recommending companies like Baolong Technology, Huayang Group, and Bertel [42][43].

证券代码：603596 证券简称：伯特利 公告编号：2025-065 关于芜湖伯特利汽车安全系统股份有限公司 关于使用部分闲置募集资金进行现金管理的公告 | 产品名称 | 徽商银行大额存单 | | | | 2025 | 年第 | | 526 | 期 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 受托方名称 | | | | 徽商银行股份有限公司北京路支行 | | | | | | | 购买金额 | 11,000 万元 | | | | | | | | | | 产品期限 | 年 2025 19 | 8 | 月 | | 日-2026 | 年 | 月 8 | 19 | 日 | | 特别风险提示（如有请勾选） | 其他：不适用 | | | | | | | | | 4、工商银行结构性存款 | 产品名称 | 中国工商银行区间累计型法人人民币结构性 | | --- | --- | | | 存款产品-专户型 年第 期 款 2025 294 G | | 受托方名称 | 工商银行股份有限公司芜湖经济技术开发区 | | | 支行 | 本公司董事会及全体 ...

证券代码：603596 证券简称：伯特利 公告编号：2025-064 关于芜湖伯特利汽车安全系统股份有限公司 关于使用部分闲置募集资金进行现金管理的公告 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： 现金管理产品基本情况 1、建设银行大额存单 | 产品名称 | 建设银行单位大额存单 | | | | 2025 | | 年第 | 047 期 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 受托方名称 | 建设银行股份有限公司芜湖经济技术开发区 支行 | | | | | | | | | 购买金额 | 万元 5,000 | | | | | | | | | 产品期限 | 2025 年 月 年 | 8 | 18 | 日-2026 | | 8 月 | 18 | 日 | | 特别风险提示（如有请勾选） | 其他：不适用 | | | | | | | | 2、中国光大银行结构性存款 | 产品名称 | 2025 | | | | 年挂钩汇率对公结构性存款定制第八 ...

Investment Rating - The report maintains a "Recommended" rating for the automotive industry [4]. Core Insights - The automotive market in July showed strong terminal demand despite entering the traditional off-season, with a year-on-year increase in sales [9][10]. - The penetration rate of new energy vehicles (NEVs) in domestic passenger cars has reached a historical high, indicating a positive trend for future growth [9][10]. Summary by Sections 1. Biweekly Update - In July, the automotive production was 2.591 million units, a year-on-year increase of 13.3%, while sales were 2.593 million units, up 14.7% year-on-year [9]. - Domestic sales of passenger cars reached 2.018 million units, with a year-on-year increase of 12.6% [9]. - The NEV penetration rate in July was 54.5%, reflecting a recovery to levels seen in September-October 2024 [10]. 2. Market Review - The automotive sector's performance was ranked 10th among 30 industries, with a biweekly increase of 5.64% [11]. - The best-performing sub-sectors included motorcycles and others, with a biweekly increase of 16.76% [11][15]. 3. Industry News - The report highlights the reintroduction of vehicle replacement subsidies in regions like Gansu and Guangxi, which is expected to support domestic demand [9]. - The report anticipates continued growth in NEV sales, driven by new model launches and a weakening sales momentum for fuel vehicles [10]. 4. Investment Recommendations - Recommended stocks include BYD and Li Auto for complete vehicles, and Huayu Automotive and Bertel for components [6]. - The report also suggests investing in companies involved in the human-robot industry chain, such as Top Group and Sutech [6].

证券代码：603596 证券简称：伯特利 公告编号：2025-062 关于芜湖伯特利汽车安全系统股份有限公司 关于使用部分闲置募集资金进行现金管理的公告 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： 芜湖伯特利汽车安全系统股份有限公司（以下简称"公司"）于2025年7月30日召开第四届董事会第九次 会议及第四届监事会第九次会议，审议通过了《关于使用部分暂时闲置募集资金进行现金管理的议 案》，同意公司在不影响募集资金项目建设和公司正常经营的情况下，合理利用部分闲置募集资金进行 现金管理，增加资金收益，为公司及股东获取更多的投资回报。使用最高额不超过130,000万元人民币 的闲置募集资金进行现金管理，使用期限不超过12个月，在上述额度及决议有效期内，可循环滚动使 用。闲置募集资金现金管理到期后归还至募集资金专户。保荐机构对该事项出具了无异议的核查意见。 具体内容详见公司2025年8月1日刊登在上海证券交易所网站（www.sse.com.cn）及《中国证券报》上的 《伯特利关于使用部分闲置募集资金进行现金管理的公 ...