Core Viewpoint - The automotive parts sector experienced a decline of 0.39% on October 22, with significant losses led by Kebo Da, while the Shanghai Composite Index fell by 0.07% and the Shenzhen Component Index decreased by 0.62% [1][2]. Summary by Category Market Performance - The automotive parts sector's decline was reflected in the performance of individual stocks, with Kebo Da leading the losses at a drop of 10% [2]. - The overall market saw the Shanghai Composite Index close at 3913.76 and the Shenzhen Component Index at 12996.61 [1]. Stock Movements - Notable gainers included: - Tianpu Co., Ltd. with a closing price of 92.18, up 10% [1]. - Zhongtai Automobile at 3.73, up 6.88% [1]. - Jiezong Technology at 33.03, up 6.65% [1]. - Other significant gainers included Lingyun Co., Ltd. (up 5.64%) and ST Yundong (up 5.00%) [1]. Capital Flow - The automotive parts sector saw a net outflow of 289 million yuan from institutional investors, while retail investors contributed a net inflow of 338 million yuan [2][3]. - The capital flow data indicated that while institutional and speculative funds withdrew, retail investors were actively buying into the sector [2][3]. Individual Stock Capital Flow - Top stocks by net inflow included: - Zhejiang Rongtai with a net inflow of 12.4 million yuan [3]. - Daimei Co., Ltd. with a net inflow of 6.99 million yuan [3]. - Conversely, stocks like Zhongtai Automobile and ST Yundong experienced significant net outflows from institutional and speculative investors [3].

10月20日，科博达涨5.09%，截至发稿，报90.87元/股，成交1.55亿元，换手率0.43%，总市值366.98亿 元。 截至发稿，于军华累计任职时间10年304天，现任基金资产总规模2.12亿元，任职期间最佳基金回报 27.41%， 任职期间最差基金回报-14.8%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，北信瑞丰基金旗下1只基金重仓科博达。北信瑞丰中国智造主题（001829）三季度减持700 股，持有股数6800股，占基金净值比例为4.45%，位居第五大重仓股。根据测算，今日浮盈赚取约2.99 万元。 北信瑞丰中国智造主题（001829）成立日期2016年1月27日，最新规模1596.49万。今年以来收益 24.04%，同类排名3224/8234；近一年收益24.47%，同类排名3646/8095；成立以来收益46%。 北信瑞丰中国智造主题（001829）基金经理为于军华。 资料显示，科博达技术股份有 ...

Core Viewpoint - The digital economy theme index has experienced a decline, with significant movements in constituent stocks, while the government is promoting the cultivation of innovative enterprises in the digital economy sector [1][2]. Group 1: Market Performance - As of October 17, 2025, the CSI Digital Economy Theme Index (931582) fell by 2.39%, with major declines in stocks such as Desay SV Automotive (002920) and others [1]. - The digital economy ETF (560800) saw a trading volume of 16.07 million yuan, with a turnover rate of 2.36% [1]. - Over the past month, the average daily trading volume of the digital economy ETF was 31.11 million yuan [1]. Group 2: Share Growth - The digital economy ETF has seen a significant increase in shares, growing by 12 million shares over the past two weeks [1]. Group 3: Government Initiatives - On October 4, the National Development and Reform Commission and other departments issued measures to strengthen the cultivation of innovative enterprises in the digital economy, aiming to foster more "unicorn" and "gazelle" companies [1]. Group 4: Industry Outlook - Securities firms are optimistic about the continued stabilization and improvement of the fundamentals in advanced manufacturing and digital economy sectors, suggesting potential investment opportunities in technology growth companies and dividend assets [1][2]. - Financial analysts emphasize the importance of domestic opportunities in key areas such as advanced processes, AI computing chips, and semiconductor equipment, highlighting the potential for growth in domestic enterprises benefiting from localization [2]. Group 5: Index Composition - As of September 30, 2025, the top ten weighted stocks in the CSI Digital Economy Theme Index accounted for 54.31% of the index, with companies like Eastmoney (300059) and SMIC (688981) among the leaders [2].

重要内容提示： 本次会议是否有否决议案：无 一、 会议召开和出席情况 证券代码：603786 证券简称：科博达 公告编号：2025-066 科博达技术股份有限公司 2025年第四次临时股东大会决议公告 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)股东大会召开的时间：2025 年 10 月 16 日 (二)股东大会召开的地点：上海市自由贸易试验区祖冲之路 2388 号科博达会议 室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 141 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 348,383,360 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | 86.2641 | | 份总数的比例（%） | | (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 会议由董事长柯桂华先生主持。本次会议的召集、召开和表决方式、表决程 序符合《公司法》和《公司章程》的有关规定。 (五)公司董事 ...

上海瀛东律师事务所 关于科博达技术股份有限公司 2025年第四次临时股东大会 之 法律意见书 上海瀛东律师事务所 www.yingdonglawfirm.com 中国上海市恒丰路 436 号环智国际大厦 26&29 层 200070 26&29F, Greentech Tower, No. 436, Hengfeng Road, Shanghai 200070, China 电话（Tel）：+86-21-2226 5678 传真（Fax）：+86-21-2226 5688 上海瀛东律师事务所 关于科博达技术股份有限公司 2025 年第四次临时股东大会之 法律意见书 致：科博达技术股份有限公司 上海瀛东律师事务所（以下简称"本所"）接受科博达技术股份有限公司（以 下简称"公司"）委托，就公司召开 2025 年第四次临时股东大会（以下简称"本次 股东大会"）所涉及的召集、召开程序、召集人资格及出席会议人员的资格、股东 大会的提案、表决程序及表决结果等有关事宜，根据《中华人民共和国公司法》（以 下简称"《公司法》"）、《上海证券交易所股票上市规则》（以下简称"《上市 规则》"）、《上市公司股东会规则》等法律、法规、 ...

Core Viewpoint - Kobot's stock price has shown significant volatility, with a year-to-date increase of 53.67%, but a recent decline of 6.54% over the past five trading days [1] Financial Performance - For the first half of 2025, Kobot achieved a revenue of 3.047 billion yuan, representing a year-on-year growth of 11.10% [2] - The net profit attributable to shareholders for the same period was 451 million yuan, reflecting a year-on-year increase of 21.34% [2] Shareholder Information - As of June 30, 2025, Kobot had 11,300 shareholders, an increase of 6.57% from the previous period [2] - The average number of circulating shares per shareholder was 35,530, which decreased by 6.16% compared to the previous period [2] Dividend Distribution - Kobot has distributed a total of 1.251 billion yuan in dividends since its A-share listing, with 707 million yuan distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included notable funds such as Xingquan Huitai Mixed A and Hong Kong Central Clearing Limited, with changes in their holdings compared to the previous period [3]

Core Points - The stock price of Kobotda increased by 2.11% on October 15, reaching 89.40 CNY per share, with a total market capitalization of 36.105 billion CNY [1] - Kobotda's stock has risen by 46.20% year-to-date, but has seen a decline of 14.52% over the last five trading days [1] - The company specializes in the research, production, and sales of automotive electronic products, with 96.77% of its revenue coming from automotive parts [1] Financial Performance - For the first half of 2025, Kobotda reported a revenue of 3.047 billion CNY, representing a year-on-year growth of 11.10%, and a net profit of 451 million CNY, up 21.34% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 1.251 billion CNY, with 707 million CNY distributed over the past three years [3] Shareholder Information - As of June 30, 2025, Kobotda had 11,300 shareholders, an increase of 6.57% from the previous period, with an average of 35,530 circulating shares per shareholder, down 6.16% [2] - The top ten circulating shareholders include notable funds, with changes in holdings observed among several key investors [3]

Investment Rating - The report maintains a positive outlook on the automotive industry, emphasizing the importance of technology and mid-to-high-end market segments as key investment themes [4]. Core Insights - The report highlights a surge in vehicle sales driven by limited subsidies in Q4, with a focus on companies capable of effectively releasing supply, such as Geely, BYD, Great Wall, Li Auto, and NIO [4]. - It suggests that in an uncertain consumer environment, attention should be directed towards "future industries" like robotics, AI, and low-altitude economy, recommending companies with strong growth potential and relatively low valuations [4]. - The report notes that the penetration rate of new energy vehicles reached 56.92%, with total retail sales of passenger cars at 650,000 units in the 39th week of 2025, reflecting a 27.95% increase month-over-month but a slight decline year-over-year [4][5]. Industry Updates - The report indicates that traditional energy vehicle sales were 280,000 units, up 32.70% month-over-month but down 15.07% year-over-year, while new energy vehicle sales were 370,000 units, up 24.58% month-over-month and up 13.15% year-over-year [4]. - Recent weeks have seen an increase in raw material price indices for both traditional and new energy vehicles, with traditional vehicle raw material prices rising by 0.8% week-over-week and decreasing by 1.3% month-over-month [4][52]. Market Situation - The automotive industry recorded a total transaction value of 266.97 billion yuan, with the automotive industry index closing at 8141.23 points, down 1.26% for the week, which is a greater decline compared to the Shanghai Composite Index [4][13]. - The report notes that 132 automotive stocks rose while 135 fell, with the largest gainers being Meili Technology, Jinlong Automobile, and Kabeiyi, while the largest decliners included Mingxin Xuteng, Meichen Technology, and Hengshuai Co., Ltd. [4][18]. Investment Recommendations - The report recommends focusing on domestic leading manufacturers such as NIO, Xiaomi, Xiaopeng, and Li Auto, as well as companies involved in intelligent trends like Huawei's HarmonyOS [4]. - It also suggests monitoring state-owned enterprise reforms, particularly with SAIC and Dongfeng, and highlights component manufacturers with strong growth prospects and overseas expansion capabilities [4]. Important Events - The report mentions the release of the 400th batch of new vehicle applications by the Ministry of Industry and Information Technology, which includes several anticipated models [5][31]. - It also discusses the joint announcement by three departments regarding the technical requirements for the exemption of vehicle purchase tax for new energy vehicles from 2026 to 2027 [8][10].

科博达技术股份有限公司 2025年第四次临时股东大会 科博达技术股份有限公司 2025 年第四次临时股东大会 会议资料 中国 上海 二〇二五年十月 科博达技术股份有限公司 2025年第四次临时股东大会 目 录 | 一、2025 | 年第四次临时股东大会会议议程 | 1 | | --- | --- | --- | | 二、2025 | 年第四次临时股东大会会议须知 | 3 | | 三、2025 | 年第四次临时股东大会审议议案 | | | 1. | 关于为控股子公司申请银行授信额度提供担保暨关联交易的议案 | 5 | | 2. | 关于为控股子公司提供财务资助暨关联交易的议案 | 10 | | 3. | 关于控股子公司接受财务资助暨关联交易的议案 | 16 | 科博达技术股份有限公司 2025年第四次临时股东大会 科博达技术股份有限公司 2025 年第四次临时股东大会会议议程 现场会议时间：2025 年 10 月 16 日（星期四）下午 14:30 网络投票时间：2025 年 10 月 16 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:2 ...

证券日报网讯 9月30日晚间，科博达发布公告称，无逾期担保情况。 （文章来源：证券日报） ...