铁流股份涨2.85%，报26.71元/股，股价再创新高，总市值突破62.69亿元，成交额达1.53亿元。（AI生 成） 铁流股份涨2.85%，报26.71元/股，股价再创新高，总市值突破62.69亿元，成交额达1.53亿元。（AI生 成） ...

格隆汇2月4日丨铁流股份(603926.SH)涨2.85%，报26.710元，股价创历史新高，总市值62.69亿元。 ...

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry [6] Core Insights - The automotive market is experiencing significant negative growth, with retail sales of passenger vehicles dropping by 28% year-on-year in the first half of January 2026, and wholesale sales declining by 35% [1][19] - The report emphasizes the need for supportive policies to stimulate market recovery and highlights the potential for growth in the overseas electric vehicle market due to favorable policies in countries like Canada and Germany [3][4] - The report suggests that the domestic market may rebound following the implementation of supportive policies, which could positively impact leading brands [4] Summary by Sections Market Overview - As of January 1-18, 2026, retail sales of passenger vehicles in China reached 679,000 units, a decrease of 28% compared to the same period last year, while wholesale sales totaled 740,000 units, down 35% year-on-year [1][19] - In the same period, retail sales of new energy vehicles were 312,000 units, reflecting a 16% decline year-on-year, and wholesale sales were 348,000 units, down 23% [1][19] Policy Developments - Canada announced plans to import 49,000 electric vehicles from China, significantly reducing tariffs from 100% to 6.1% [3] - Germany introduced a new subsidy program for electric vehicles, offering up to 6,000 euros to families purchasing new electric cars, effective from January 1, 2026 [3][44] - The UK government has launched a substantial subsidy program for electric trucks, with a total budget of 318 million pounds [48] Investment Opportunities - The report highlights the potential for Chinese new energy vehicles to expand into overseas markets, driven by favorable international policies [4] - It suggests that the recovery of the domestic automotive market could benefit leading brands significantly [4]

Investment Rating - The industry investment rating is "Positive" [3] Core Insights - The retail sales of passenger cars in China from January 1 to 18 reached 679,000 units, representing a year-on-year decline of 28% compared to the same period last year and a 37% decrease from the previous month [20] - The actual shipment of humanoid robots by Yushu Technology is expected to exceed 5,500 units in 2025, with over 6,500 units of the main body expected to be mass-produced [20] - The A-share automotive sector outperformed the market, with a weekly increase of 2.51%, while the CSI 300 index fell by 0.62% [4][10] Market Performance - The automotive sector in A-shares outperformed the broader market, ranking 14th among the Shenwan first-level industries [4][10] - The passenger vehicle segment saw a decline of 1.60%, with Jianghuai Automobile and Haima Automobile leading the gains [4][7] - The commercial vehicle segment increased by 3.69%, with Weichai Power and King Long Automobile leading the gains [4][18] - The automotive parts segment rose by 3.85%, with New Coordinates and Tieliu Co. leading the gains [4][19] Key Industry News - The Ministry of Industry and Information Technology has outlined the next steps for humanoid robots, focusing on breakthroughs in large models and joint technology [20] - Tesla announced its new mission to build a world of amazing abundance [20] - GAC Aion and Didi Autonomous Driving have jointly launched the Robotaxi R2, which has officially been delivered [20] - Canada has reduced tariffs on electric vehicles imported from China to 6.1%, allowing a quota of 49,000 vehicles in the first year, gradually increasing to 70,000 over five years [21] Recommendations - For complete vehicle manufacturers, it is recommended to pay attention to BYD, Geely Automobile, Great Wall Motors, and others [4] - For commercial vehicles, focus on China National Heavy Duty Truck Group, FAW Liberation, and Weichai Power [4] - For automotive parts, consider companies like Songyuan Safety, Fengmao Co., and Ningbo Gaofa [4]

证券日报网讯1月23日，铁流股份（603926）在互动平台回答投资者提问时表示，目前公司在欧盟销售 分为海外子公司直接销售+国内贸易公司代理销售两种模式，2024年度合计销售收入约9000万元，占公 司整体营业收入3.75%。 ...

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交3.01亿元，其中，买入成交额为1.66亿 元，卖出成交额为1.34亿元，合计净买入3214.93万元。 具体来看，第一大买入营业部及卖出营业部均为国泰海通证券股份有限公司总部，买入金额为4172.80 万元，卖出金额为3895.75万元。 铁流股份(603926)今日上涨6.43%，全天换手率16.42%，成交额9.60亿元，振幅21.27%。龙虎榜数据显 示，营业部席位合计净买入3214.93万元。 上交所公开信息显示，当日该股因日振幅值达21.27%上榜，营业部席位合计净买入3214.93万元。 | 买/ | 买入金额（万 | 卖出金额（万 | 会员营业部名称 | 卖 | 元） | 元） | | --- | --- | --- | --- | --- | --- | --- | | 4172.80 | 买一 | 国泰海通证券股份有限公司总部 | | | | | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券 | 买二 | 3492.70 | 营业部 | | | | | 3345.18 | 买三 | 中国国际金融股份有限公司上海分公司 | ...

股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 1月22日，A股市场机器人概念股走强，其中，锐新科技涨超14%，中超控股、中信重工、福莱新材、 锋龙股份、新亚电子、银河电子、毅昌科技、天润工业10CM涨停，超捷股份、高新兴涨超9%，运机集 团、奕帆传动、崇达技术涨超8%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300828 | 锐新科技 | 1 | 14.59 | 34.37亿 | 22.70 | | 002471 | 中超控股 | 1 | 10.04 | 106亿 | -2.99 | | 601608 | 中信重工 | 1 | 10.04 | 366亿 | 21.40 | | 605488 | 福莱新材 | | 10.01 | 125亿 | 29.55 | | 002931 | 锋龙股份 | 1 | 10.01 | 198亿 | 185.43 | | 605277 | 新亚电子 | | 10.00 | 83.36 Z | 16.95 | | 002519 | 银河电子 | 1 ...

Company Performance - Tieliu Co., Ltd. achieved a historical high stock price of 25.30 yuan, with an increase of 3.56% as of 9:42 AM, and a trading volume of 13.38 million shares, amounting to a transaction value of 321 million yuan [2] - The company reported a total revenue of 1.767 billion yuan for the first three quarters, reflecting a year-on-year growth of 0.58%, while the net profit was 76.39 million yuan, showing a decline of 1.77% year-on-year [2] - The basic earnings per share stood at 0.3300 yuan, with a weighted average return on equity of 4.49% [2] Industry Overview - The automotive industry, to which Tieliu Co., Ltd. belongs, experienced an overall increase of 0.04%, with 159 stocks rising and 3 stocks hitting the daily limit up, including Weichai Heavy Machinery and Tianrun Industrial [2] - Conversely, 137 stocks within the industry saw declines, with the largest drops recorded by Jiaoyun Co., Ltd. at 7.12%, Zhixin Co., Ltd. at 3.78%, and Shanzigao Technology at 3.67% [2]

重要内容提示： 铁流股份有限公司（以下简称"公司"）股票于 2026 年 1 月 16 日、1 月 19 日、1 月 20 日连续 3 个交易日内收盘价格涨幅偏离值累计达 20%，根据《上 海证券交易所交易规则》的有关规定，属于股票交易异常波动的情形。2026 年 1 月 21 日，公司股票再次以涨停收盘。 公司股票价格短期涨幅较大，敬请广大投资者注意二级市场交易风险，理性 决策，审慎投资。 证券代码：603926 证券简称：铁流股份 公告编号：2026-003 铁流股份有限公司 股票交易风险提示性公告 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。 了《公司 2025 年第三季度报告》，公司 2025 年前三季度归属于上市公司股东的 净利润为 0.76 亿元，同比下降 1.77%，归属于上市公司股东的扣除非经常性损 益的净利润为 0.64 亿元，同比下降 5.86%。敬请广大投资者注意投资风险。 三、其他风险提示 公司郑重提醒广大投资者，有关公司信息以公司在上海证券交易所网站 （www.sse.com.cn）和公司指定信息披 ...

铁流股份公告称，公司股票于2026年1月16日、19日、20日连续3个交易日收盘价格涨幅偏离值累计达 20%，21日再次涨停。公司滚动市盈率偏离同期行业数据，换手率高于近期。目前公司生产经营正常， 未发现重大影响事件，前期披露信息无补充更正。2025年前三季度，公司归母净利润0.76亿元，同比降 1.77%；扣非净利润0.64亿元，同比降5.86%。公司提醒投资者注意交易和投资风险，以指定渠道公告信 息为准。 ...