| 证券代码：603997 证券简称：继峰股份 | 公告编号：2025-079 | | --- | --- | | 转债简称：继峰定 转债代码：110801 01 | | 宁波继峰汽车零部件股份有限公司 关于增加部分募投项目实施主体的公告 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。 一、本次增加部分募投项目实施主体概述 （一）募集资金的基本情况 根据中国证券监督管理委员会出具的《关于同意宁波继峰汽车零部件股份有 限公司向特定对象发行股票注册的批复》（证监许可﹝2023﹞2537 号），宁波 继峰汽车零部件股份有限公司（以下简称"公司"）向特定对象发行人民币普通 股 （ A 股 ） 100,000,000 股 ， 发 行 价 格 为 11.83 元 / 股 ， 募 集 资 金 总 额 为 1,183,000,000.00 元，扣除与本次发行有关费用人民币 19,816,789.70 元（不含增 值税），实际募集资金净额为人民币 1,163,183,210.30 元。 上述募集资金已于 2024 年 4 月 10 日全部到账。 ...

宁波继峰汽车零部件股份有限公司 第五届董事会第二十一次会议决议公告 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、董事会会议召开情况 2025 年 10 月 30 日，宁波继峰汽车零部件股份有限公司（以下简称"公司"） 第五届董事会第二十一次会议以现场结合通讯的表决方式在公司会议室召开。本 次董事会应到董事 9 名，实到董事 9 名，其中王义平先生、王继民先生、张思俊 先生、谢华君女士以视频接入的方式参加会议。会议由董事长王义平先生召集、 主持。本次会议通知于 2025 年 10 月 24 日发出。会议的召集、召开符合《中华 人民共和国公司法》《中华人民共和国证券法》等相关法律法规及《公司章程》 的有关规定。 二、董事会会议审议情况 （一）审议通过《关于公司<2025 年第三季度报告>的议案》 本议案已经公司审计委员会审议通过，并提交董事会审议。 | 证券代码：603997 | 证券简称：继峰股份 | 公告编号：2025-077 | | --- | --- | --- | | 转债代码：110801 | 转债简称：继峰定 ...

中国国际金融股份有限公司（以下简称"中金公司"或"保荐人"）作为宁波继峰 汽车零部件股份有限公司（以下简称"继峰股份"或"公司"）2023 年度向特定对象发 行 A 股股票（以下简称"本次发行"）的保荐人，根据《证券发行上市保荐业务管理办 法》《上市公司募集资金监管规则》《上海证券交易所股票上市规则》《上海证券交易 所上市公司自律监管指引第 1 号——规范运作》等有关规定，对继峰股份增加部分募投 项目实施主体的情况进行了核查，具体情况如下： 一、募集资金的基本情况 根据中国证券监督管理委员会出具的《关于同意宁波继峰汽车零部件股份有限公司 向特定对象发行股票注册的批复》（证监许可﹝2023﹞2537 号），公司向特定对象发行 人民币普通股（A 股）100,000,000 股，发行价格为 11.83 元/股，募集资金总额为 1,183,000,000.00 元，扣除与本次发行有关费用人民币 19,816,789.70 元（不含增值税）， 实际募集资金净额为人民币 1,163,183,210.30 元。 上述募集资金已于 2024 年 4 月 10 日全部到账。容诚会计师事务所（特殊普通合 伙）对本次发行的募集资金 ...

宁波继峰汽车零部件股份有限公司 2025 年第三季度报告 证券代码：603997 证券简称：继峰股份 转债代码：110801 转债简称：继峰定 01 宁波继峰汽车零部件股份有限公司 2025 年第三季度报告 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： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假记载、误 导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | | | 本报告期比 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | (%) | | 营业收入 | 5,6 ...

Group 1: Industry Overview - The global automotive seat market is projected to reach approximately $1186 billion by 2030, with a compound annual growth rate (CAGR) of 3.9% from 2025 to 2030 [5] - In 2024, the global automotive seat market size is estimated to be around $941.3 billion, driven by increasing automotive production and consumer demand for quality and comfort [5] - The Asia-Pacific region dominates the automotive seat market with a share of about 41% in 2024, while North America holds approximately 28% [2] Group 2: Competitive Landscape - Major international suppliers like Faurecia and Johnson Controls lead the high-end market through technological advancements and global strategies, while local companies like Huayu Automotive and Toyota Boshoku are enhancing their market share in the mid-to-high-end segments [2] - North American Tier 1 suppliers such as Adient, Lear, and Magna cover the entire supply chain from seat frames to smart integration, strengthening ties with local automakers like GM, Ford, and Stellantis [2] Group 3: Market Dynamics in China - As of May 2025, there are over 6400 registered automotive seat enterprises in China, indicating a growing competitive landscape [7] - The number of newly registered automotive seat companies in China has shown a consistent upward trend, with approximately 2075 new companies established between 2016 and 2020 [7] - The registered capital of Chinese automotive seat companies is predominantly in the range of 10 million to 50 million yuan, with 25% of companies falling within this category [9]

Core Insights - The automotive seat industry in China is experiencing significant financing activities, primarily through private placements aimed at acquiring equity and expanding production capacity [2][3][11] - Major players in the industry include Huayu Automotive, Fuwei Co., Tianc Control, Jifeng Co., Shuanglin Co., and others, with a focus on innovative and intelligent seat solutions [1][11] Financing Activities - The financing methods of listed companies in the automotive seat industry mainly involve private placements, with funds primarily allocated for equity acquisitions and working capital [2][3] - Notable financing events include: - Jifeng Co. raised 1.163 billion yuan for multiple projects including automotive interior production and flow capital [3] - Fuwei Co. raised 622 million yuan for smart automotive products and R&D center projects [3] - Huayu Automotive raised 891 million yuan for various projects including acquisitions and production capacity expansions [3] Investment Trends - The automotive seat industry is seeing a trend towards A-round financing, with a variety of companies involved in smart seat technology and component R&D [4][5] - Key investment events include: - Guanghua Rongchang's undisclosed amount in a private investment [5] - Tiancheng Control's 164.22 million yuan equity transfer for seat development [5] - Yanfeng's 8.06364 billion yuan equity transfer for innovative seating systems [5] Market Dynamics - The market concentration in the automotive seat industry is significant, with major global players like Lear, Faurecia, and Adient dominating the market [13] - The industry's concentration ratio (CR3) is 50% and CR5 is 69%, indicating a competitive landscape with a few key players holding substantial market shares [13][14] - The shift towards electric and intelligent vehicles is driving demand for integrated cockpit solutions, pushing suppliers to innovate and enhance their offerings [13]

| 证券代码：603997 | 证券简称：继峰股份 | | 公告编号：2025-076 | | --- | --- | --- | --- | | 转债代码：110801 | 转债简称：继峰定 | 01 | | 宁波继峰汽车零部件股份有限公司 关于募集资金购买的现金管理产品到期赎回的公告 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。 一、募集资金进行现金管理的基本情况 宁波继峰汽车零部件股份有限公司（以下简称"公司"）于 2025 年 3 月 28 日召开第五届董事会第十六次会议及第五届监事会第十三次会议，审议通过了 《关于使用部分闲置募集资金进行现金管理的议案》，同意公司对单日最高余额 不超过 3.5 亿元的闲置募集资金进行现金管理，用以投资银行、券商、信托等金 融机构的安全性高、流动性强的保本型理财产品。在此额度内，资金可滚动使用。 委托理财期限为自公司第五届董事会第十六次会议审议通过之日起不超过 12 个 月。具体内容详见公司 2025 年 3 月 29 日于上海证券交易所网站披露的《继峰股 份关于使用部分闲置募集资金 ...

Core Insights - As of October 27, a total of 119 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more [1] - The stocks with the longest streak of net financing inflows are Zhongxin Bo and Jifeng Co., both achieving this for ten consecutive trading days [1] - Other notable stocks with significant net financing inflows include Shenzhou Taiyue, Zhongxin Heavy Industry, Daimai Co., Huaten Technology, Xusheng Group, New Industry, Dazhu CNC, and Meinuohua [1]

Core Viewpoint - As of October 24, a total of 94 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Notable Financing Inflows - The stock with the longest consecutive net inflow is Maixinlin, which has seen net buying for 12 consecutive trading days [1] - Other stocks with significant consecutive net inflows include Hangyang Co., Guizhou Gas, Anbang Guard, Xusheng Group, Jifeng Co., Dazhong CNC, Shanghai Airport, and CITIC Bo [1]

Core Insights - The "Second Golden Unicorn Best Investment Advisor Selection" event is currently ongoing, with over 3,000 professional investment advisors participating in simulated trading competitions aimed at enhancing the wealth management industry in China [1]. Group 1: Top Stocks by Purchase Frequency - The top ten stocks purchased by frequency on October 23 are led by Jifeng Co., Ltd. (stock code: sh603997) and include notable companies such as XWANDA (sz300207) and Agricultural Bank of China (sh601288) [1]. Group 2: Top Stocks by Purchase Amount - The top ten stocks by purchase amount on October 23 include Three Gorges New Materials (sh600293) and Guangku Technology (sz300620), with significant investments also seen in companies like Bright Real Estate (sh600708) and Shenghong Technology (sz300476) [2]. Group 3: Event Structure and Data Explanation - The event features a competitive evaluation of investment capabilities across three categories: stock simulation group, on-market ETF simulation group, and public fund simulation configuration group, with specific trading rules regarding holding proportions, maximum drawdown rates, and rebalancing frequency [4]. - The data presented reflects simulated trading activities and is not indicative of actual trading scenarios, serving solely as a reference [4].