Group 1 - The core viewpoint of the news is that several companies have received significant target price increases from brokers, indicating potential investment opportunities in the market [1] - The companies with the highest target price increases are Shenling Environment, Daimay Co., and Zhongding Co., with target price increases of 35.04%, 22.52%, and 9.02% respectively [1][2] - Shenling Environment operates in the general equipment industry, while Daimay Co. and Zhongding Co. are part of the automotive parts industry [1] Group 2 - On September 23, a total of 42 listed companies received broker recommendations, with Guanghetong and Kaili Medical each receiving 2 recommendations, and China General Nuclear Power receiving 1 recommendation [2][3] - The companies that received the most broker recommendations include Guanghetong in the communication equipment sector and Kaili Medical in the medical device sector [3] - There were 12 instances of first-time coverage by brokers on September 23, with companies like Huadong Heavy Machinery and Longxin General receiving "buy" ratings from various securities firms [4]

Group 1 - The company, Daimay Co., Ltd. (603730.SH), stated on the investor interaction platform that it is currently not involved in smart cockpit products [1]

Group 1 - The company, Daimay Co., Ltd. (603730), participated in the 2025 Shanghai-listed companies collective reception day and mid-term performance briefing [1] - The company stated that its domestic electric vehicle clients include leading automotive enterprises such as NIO, Xpeng, Li Auto, BYD (002594), and Seres (601127) [1]

| 证券代码：603730 | 证券简称：岱美股份 | 公告编号：2025-059 | | --- | --- | --- | | 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 关于参加 2025 年上海辖区上市公司集体接待日暨中 报业绩说明会召开情况的公告 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。 上海岱美汽车内饰件股份有限公司（以下简称"公司"）于 2025 年 9 月 19 日下午 15:00-17:00 参加由中国证券监督管理委员会上海监管局指导、上海上市 公司协会及深圳市全景网络有限公司联合举办的"2025 年上海辖区上市公司集 体接待日暨中报业绩说明会活动"，现将活动情况公告如下： 一、活动开展情况 2025 年 9 月 13 日，公司于上海证券交易所网站（www.sse.com.cn）及指 定信息披露媒体披露了《上海岱美汽车内饰件股份有限公司关于参加 2025 年上 海辖区上市公司集体接待日暨中报业绩说明会的公告》（公告编号：2025-054）。 2025 年 9 ...

格隆汇9月19日丨岱美股份(603730.SH)在投资者互动平台表示，公司目前不涉及人形机器人外饰业务。 ...

Company Overview - Daimay Co., Ltd. is located in Pudong New District, Shanghai, and was established on February 20, 2001. The company was listed on July 28, 2017. Its main business involves the research, production, and sales of automotive parts [1]. - The company's revenue composition includes sun visors (61.75%), headrests (18.86%), roof and roof system integration products (9.45%), roof central controllers (8.22%), and others (1.71%) [1]. Financial Performance - As of June 30, 2025, Daimay Co., Ltd. reported a revenue of 3.175 billion yuan, a year-on-year decrease of 3.35%. The net profit attributable to shareholders was 241 million yuan, down 42.56% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 2.816 billion yuan in dividends, with 1.558 billion yuan distributed over the past three years [3]. Stock Performance - On September 19, 2023, Daimay's stock price fell by 2.15%, trading at 5.91 yuan per share, with a total market capitalization of 12.698 billion yuan. The stock has decreased by 11.07% year-to-date [1]. - The stock's trading volume showed a net outflow of 1.0428 million yuan from main funds, with significant selling activity [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 17.04% to 21,100, with an average of 101,963 circulating shares per person, up 11.07% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 29.3771 million shares, an increase of 6.2883 million shares from the previous period [3].

Core Viewpoint - The company has approved the use of idle raised funds for cash management, allowing up to RMB 400 million to be invested in low-risk financial products within a 12-month period [2] Group 1: Fund Management Approval - The company held board and supervisory meetings on April 29, 2025, where it approved the use of idle raised funds for cash management [2] - The total amount for cash management is capped at RMB 400 million, with a validity period of 12 months from the board's approval [2] - The management is authorized to invest in low-risk financial products, including bank wealth management products and structured deposits [2] Group 2: Investment Details - The company purchased a structured deposit product from China Merchants Bank, specifically a 31-day structured deposit [2] - Upon maturity, the company recovered the principal amount of RMB 40 million and earned a return of RMB 34,000 [3] Group 3: Recent Cash Management Activities - Over the past twelve months, the company has engaged in cash management activities using idle raised funds [3]

| 产品名称 | 受托方 | 产品 | 产品起始日- | 投资金 | 收益 | 资金 | 预期年化 | 收回金 | 到期收 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 名称 | 类型 | 产品到期日 | 额 | 类型 | 来源 | 收益率（%） | 额 | 益 | | 招商银行 | | | | | | | | | | | 点金系列 | 招商银 | | | | 保本 | | | | | | 看跌两层 | 行股份 | 银行 | 2025/08/18- | 4,000 | 浮动 | 募集 | 1.00-1.75 | 4,000 | 3.40 万 | | 区间 31 天 | 有限公 | 理财 | 2025/09/18 | 万元 | 收益 | 资金 | | 万元 | 元 | | 结构性存 | 司 | | | | | | | | | | 款 | | | | | | | | | | | 证券代码：603730 | 证券简称：岱美股份 | 公告编号：2025-058 | | --- | --- | --- | | 债券代码：11367 ...

Core Viewpoint - The announcement details the release of part of the pledged shares by the actual controller of Shanghai Daimay Automotive Interior Parts Co., Ltd., Mr. Jiang Ming, indicating a significant change in the shareholding structure and pledge status of the company [2][3]. Group 1: Shareholding and Pledge Status - Mr. Jiang Ming currently holds 133,176,585 shares, representing 6.20% of the total share capital of the company. After the release of the pledge, he has a total of 38,000,000 pledged shares, which accounts for 28.53% of his holdings and 1.77% of the total share capital [2]. - The collective shareholding of Mr. Jiang Ming, Mr. Jiang Yintai, Mr. Ye Chunlei, Ms. Ju Wenjing, Jianxin Trust Co., Ltd., and Zhejiang Zhoushan Daimay Investment Co., Ltd. amounts to 1,740,395,236 shares, which is 81.00% of the total share capital. Following the release of the pledge, the total pledged shares by these parties is 38,000,000, representing 2.18% of their holdings and 1.77% of the total share capital [2][4]. Group 2: Details of Pledge Release - The company received a notification from Mr. Jiang Ming regarding the release of part of his pledged shares. The number of shares released has increased from 35,000,000 to 45,500,000 due to the company's implementation of equity distribution involving the issuance of bonus shares [3].

Core Viewpoint - Daimay Co., Ltd. announced that its actual controller, Mr. Jiang Ming, holds approximately 133 million shares, accounting for 6.2% of the total share capital. After the release of share pledges, Mr. Jiang has pledged 38 million shares, which is 28.53% of his holdings and 1.77% of the total share capital. The total shares held by the concerted actors amount to approximately 1.74 billion shares, representing 81% of the total share capital [1]. Group 1 - Mr. Jiang Ming directly holds about 133 million shares, which is 6.2% of the total share capital [1]. - After the release of share pledges, Mr. Jiang has pledged 38 million shares, representing 28.53% of his holdings and 1.77% of the total share capital [1]. - The concerted actors collectively hold approximately 1.74 billion shares, accounting for 81% of the total share capital [1]. Group 2 - For the fiscal year 2024, Daimay's revenue composition is as follows: manufacturing accounts for 98.77%, other businesses for 1.22%, and other industries for 0.01% [1]. - As of the announcement date, Daimay's market capitalization is 13.1 billion yuan [1].