岱美股份（603730.SH）1月19日在投资者互动平台表示，欧盟地区业务收入在公司整体营业收入中的 占比约20%左右。公司对欧盟市场的销售主要通过境外子公司法国岱美和欧洲岱美进行销售。 每经AI快讯，有投资者在投资者互动平台提问：请问公司近年是否存在向欧盟出口或销售的相关业 务？如有，欧盟地区业务收入在公司整体营业收入中的占比大致为多少？此外，公司对欧盟市场的销售 主要通过哪种方式实现？是以境内主体直接向欧盟客户出口为主，还是通过在欧盟国家设立的子公司进 行销售，或通过第三方贸易商、代理商转销至欧盟市场？ （文章来源：每日经济新闻） ...

Summary of Conference Call Notes Company and Industry Overview - **Company**: Daimay Co., Ltd. (岱美股份) - **Industry**: Automotive and Robotics Key Points and Arguments - **Stock Performance and Market Potential**: - Xiaopeng Motors' stock is currently below the price at which CEO He Xiaopeng increased his holdings. It is expected that during the product cycle from March to June, the company will benefit from the increased market value of robots due to the listing of main engine manufacturers and the mapping of US L4 autonomous driving technology in the A-share market. Additionally, the planned launch of the Robot Taxi product by the end of Q2 could lead to a doubling of the stock price [2][4] - **Daimay's Business Segments**: - The automotive segment of Daimay is currently underperforming, but the robotics business shows significant potential. The valuation of the robotics segment reached a low point at the end of November last year, and adjustments from December to January were deemed sufficient. The anticipated release of Tesla's V3.0 product is expected to be a catalyst for growth, despite low market expectations [2][5] - **Long-term Relationship with Tesla**: - Daimay has a long-term stable supply relationship with Tesla, with over 80% of its business coming from North America, including clients like Tesla and Rivian. Daimay is the exclusive global supplier of sunshades for Tesla and also provides headrests, armrests, and ceilings, indicating a close partnership with high future confidence in skin-related products [2][6] - **Robotics Development Potential**: - Daimay possesses significant development potential in the robotics field, with market expectations currently low. The company's valuation has improved from 13-14 times to around 20 times. Daimay is primarily involved in skin technology, which has strong synergies with its interior technology, providing a clear competitive advantage. Plans to iterate electronic skin to full-body sensor applications offer broad future growth opportunities [2][7] - **Financial Stability and Future Growth**: - Daimay has a strong historical relationship with North American clients and maintains a dominant position in the market with products like headrests, armrests, and sunshades. The company has stable net profits, does not require significant capital expenditures, and has a high dividend payout ratio. It plans to expand new product lines, with expectations to see orders materialize by 2026 [2][7] Additional Important Insights - **Impact of Tesla V3.0 Launch**: - The launch of Tesla's V3.0 will significantly impact related industry chain companies, such as Zhejiang Rongtai, Hengli Hydraulic, and Sanhua Top. These companies are closely linked to Tesla's supply chain and will directly benefit from the market demand growth resulting from the V3.0 release. Daimay, as the exclusive supplier of sunshades for Tesla, will also benefit significantly from this launch [3][8] - **Investment Recommendations**: - The growth potential and market positioning of Daimay and related companies are viewed positively, with current valuations providing upward space. The recommendation is to focus on these investment targets due to their solid growth prospects and market dynamics [3][9]

1月16日，岱美股份涨5.32%，成交额4.88亿元。两融数据显示，当日岱美股份获融资买入额5293.37万 元，融资偿还6584.72万元，融资净买入-1291.36万元。截至1月16日，岱美股份融资融券余额合计2.51 亿元。 截至9月30日，岱美股份股东户数2.67万，较上期增加26.57%；人均流通股80558股，较上期减少 20.99%。2025年1月-9月，岱美股份实现营业收入47.94亿元，同比减少0.19%；归母净利润4.45亿元，同 比减少28.62%。 分红方面，岱美股份A股上市后累计派现28.16亿元。近三年，累计派现15.58亿元。 机构持仓方面，截止2025年9月30日，岱美股份十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股2734.96万股，相比上期减少202.75万股。农银新能源混合A（002190）位居第八大流通股 东，持股700.91万股，为新进股东。广发稳健增长混合A（270002）位居第九大流通股东，持股668.95 万股，相比上期减少881.05万股。 责任编辑：小浪快报 融资方面，岱美股份当日融资买入5293.37万元。当前融资余额2.51亿元，占流通 ...

Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of January 16, 2026 [1][6] - The stock with the highest daily increase is Aotewi (688516.SH) with a rise of 8.22% and a year-to-date increase of 43.17%, along with a dividend yield of 3.51% [1][6] - Other notable performers include Daimai Co. (603730.SH) with a daily increase of 5.32% and a year-to-date increase of 6.28%, and Weichai Power (000338.SZ) with a daily increase of 3.66% and a year-to-date increase of 21.74% [1][6] Group 2 - The list includes various companies with significant dividend yields, such as Gree Electric Appliances (000651.SZ) with a yield of 7.46% and Nanshan Aluminum (600219.SH) with a yield of 6.57% [1][6] - The data is sourced from the Shanghai Stock Exchange and reflects the closing prices as of January 16, 2026, with dividend yields calculated up to January 15, 2026 [1][6]

Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of January 14, 2026 [1][5] - The top performer, 常宝股份 (Changbao Co., Ltd.), recorded a daily increase of 9.99% and a year-to-date increase of 5.31% with a dividend yield of 2.69% [1][5] - Other notable stocks include 岱美股份 (Daimay Co., Ltd.) with a daily increase of 5.56% and 南山铝业 (Nanshan Aluminum) with a year-to-date increase of 9.85% and a dividend yield of 6.74% [1][5] Group 2 - The overall dividend yield for the index is reported at 4.76%, with a historical price-to-earnings ratio of 11.75 times and an expected price-to-earnings ratio of 11.07 times [2] - The data indicates a positive trend in stock performance, with several companies showing significant year-to-date gains, such as 中远海能 (COSCO Shipping Energy) at 19.86% [1][5] - The article also notes the formation of a MACD golden cross signal, suggesting a bullish trend for the stocks mentioned [4][8]

Core Viewpoint - The automotive parts sector experienced a slight decline of 0.06% on January 14, with Yueling Co. leading the losses, while the Shanghai Composite Index fell by 0.31% and the Shenzhen Component Index rose by 0.56% [1] Group 1: Market Performance - The automotive parts sector saw a mixed performance among individual stocks, with notable gainers including Aikelan, which rose by 16.04%, and Shanzigaoke, which increased by 10.10% [1] - The sector's overall trading volume was significant, with Aikelan achieving a transaction value of 1.481 billion yuan and Shanzigaoke reaching 12.848 billion yuan [1] Group 2: Capital Flow - The automotive parts sector experienced a net outflow of 2.37 billion yuan from institutional investors, while retail investors saw a net inflow of 2.601 billion yuan [2] - The capital flow data indicates that Shanzigaoke had a substantial net inflow of 2.089 billion yuan from institutional investors, despite a net outflow of 1.118 billion yuan from speculative funds [3]

1月12日，岱美股份大宗交易成交50万股，成交额388.5万元，占当日总成交额的1.16%，成交价7.77元，较市场收盘价8.3元折价6.39%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | | 2026-01-12 | 岱美股份 | 603730 | 7.77 388.5 50 | 财通证券股份有限 公司杭州文二起路 | 中国银河证券股份 有限公司北京苏州 | ...

资料显示，上海岱美汽车内饰件股份有限公司位于上海市浦东新区北蔡镇莲溪路1299号，成立日期2001 年2月20日，上市日期2017年7月28日，公司主营业务涉及汽车零部件的研发、生产和销售。主营业务收 入构成为：遮阳板61.75%，头枕18.86%，顶棚及顶棚系统集成产品9.45%，顶棚中央控制器8.22%，其 他(补充)1.22%，其他0.49%。 1月12日，岱美股份跌3.04%，截至发稿，报8.30元/股，成交3.32亿元，换手率1.85%，总市值178.33亿 元。岱美股份股价已经连续3天下跌，区间累计跌幅6.64%。 从岱美股份十大流通股东角度 数据显示，农银汇理基金旗下1只基金位居岱美股份十大流通股东。农银新能源混合A（002190）三季 度新进十大流通股东，持有股数700.91万股，占流通股的比例为0.33%。根据测算，今日浮亏损失约 182.24万元。连续3天下跌期间浮亏损失413.53万元。 责任编辑：小浪快报 农银新能源混合A（002190）基金经理为左腾飞、邢军亮。 截至发稿，左腾飞累计任职时间1年342天，现任基金资产总规模88.56亿元，任职期间最佳基金回报 54.16%， 任职期间 ...

Group 1 - The article presents the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of January 7, 2026 [1][5] - The top performer is Tuke Mining (600188.SH) with a daily increase of 3.61% and a year-to-date increase of 6.84%, along with a dividend yield of 5.31% [1][5] - Nanshan Aluminum (600219.SH) ranks second with a daily increase of 2.82% and a year-to-date increase of 8.36%, offering a dividend yield of 6.87% [1][5] Group 2 - Other notable stocks include Daimay Co. (603730.SH) with a daily increase of 1.72% and a year-to-date increase of 1.48%, and Tianshan Aluminum (002532.SZ) with a daily increase of 1.70% and a year-to-date increase of 14.52% [1][5] - The list also features companies like Midea Group (000333.SZ) and China Shenhua (601088.SH), which have year-to-date increases of 1.56% and 1.88%, respectively, with dividend yields of 5.09% and 7.95% [1][5] - The data is sourced from the Shanghai Stock Exchange and reflects the closing prices as of January 7, 2026, with dividend yields calculated up to January 6, 2026 [1][5]

| 证券代码：603730 | 证券简称：岱美股份 | 公告编号：2026-001 | | --- | --- | --- | | 债券代码：113673 | 债券简称：岱美转债 | | 上海岱美汽车内饰件股份有限公司 可转债转股结果暨股份变动公告 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。 因公司实施完毕 2023 年年度权益分派方案，自 2024 年 6 月 3 日起"岱美转 债"转股价格调整为 9.93 元/股。具体内容详见公司于 2024 年 5 月 28 日在上海 证券交易所网站 (www.sse.com.cn)披露的《上海岱美汽车内饰件股份有限公司 关于根据 2023 年年度利润分配方案调整"岱美转债"转股价格的公告》（公告编 号：2024-035）。 重要内容提示 一、可转债发行上市概况 根据中国证券监督管理委员会《关于同意上海岱美汽车内饰件股份有限公 司向不特定对象发行可转换公司债券注册的批复》（证监许可〔2023〕1273 号）， 上海岱美汽车内饰件股份有限公司（以下简称"公司"）于 2023 年 ...