证券代码：605088 证券简称：冠盛股份 公告编号：2025-088 温州市冠盛汽车零部件集团股份有限公司 关于使用部分闲置募集资金进行现金管理的 进展公告 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。 重要内容提示： 前次产品赎回基本情况 | 产品名称 | 共 赢 | | 智 | 信 | 利 | 率挂 | 钩 | 人 | 民 币 | 结 | 构 性 | 存款 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | A06891 | | 期 | | | | | | | | | | 受托方名称 | | | | 中信银行杭州分行 | | | | | | | | | | 购买金额 | | 30,000 | | 万元 | | | | | | | | | | 产品期限 | 90 | 天 | | | | | | | | | | | | 实际收益 | | 133.15 | | 万元 | | | | | | | | | ...

Group 1 - The humanoid robot concept stocks experienced a significant surge at the beginning of trading on September 12, with Wald increasing by over 15% [1] - Longsheng Technology and Guansheng Co., Ltd. both saw increases of over 7% [1] - Other companies such as Wolong Electric Drive, New Times, and Wuzhou New Spring also showed upward movement in their stock prices [1]

人形机器人概念股盘初冲高，沃尔德涨超10%，隆盛科技、冠盛股份涨超7%，卧龙电驱、新时达、五 洲新春纷纷上扬。 ...

Group 1 - The company, Guansheng Co., Ltd. (605088.SH), announced that its semi-solid state battery production line is expected to reach full capacity by mid-2026 [1] - The company has completed brand registrations for solid-state batteries in Germany, the UK, and Italy, and is currently undergoing certification for European standards [1] - The company is positioned as a leader in the industrialization of semi-solid state batteries [1]

Group 1 - The company, Guansheng Co., Ltd. (605088.SH), announced that its semi-solid state battery production line is expected to reach full capacity by mid-2026 [1] - The company has completed brand registrations for solid-state batteries in Germany, the UK, and Italy, and is currently undergoing certification for European standards [1] - The company is positioned as a leader in the industrialization of semi-solid state batteries [1]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company's performance in Q2 2025 met expectations, with solid progress in solid-state batteries and robotics [7] - The company is expected to achieve stable growth in its automotive aftermarket business while exploring opportunities in the robotics and solid-state battery sectors [7] - The company has ongoing projects in solid-state battery production and strategic partnerships in the robotics field, which are anticipated to drive future growth [7] Financial Summary - For 2024A, the company is projected to have a revenue of 40.20 billion yuan, with a year-on-year growth of 26.4% [5] - The net profit attributable to the parent company for 2024A is expected to be 2.98 billion yuan, reflecting a year-on-year increase of 4.8% [5] - The gross margin for 2024A is projected at 25.5%, with a return on equity (ROE) of 12.3% [5] - The company anticipates a net profit of 3.80 billion yuan in 2025, with a growth rate of 27.5% [7] Revenue Breakdown - In the first half of 2025, the company achieved a revenue of 20.34 billion yuan, a year-on-year increase of 8% [7] - Revenue from North America grew by 19% year-on-year, while domestic revenue increased by 23% [7] - The company reported a revenue of 11.41 billion yuan in Q2 2025, with a year-on-year growth of 1% and a quarter-on-quarter increase of 28% [7] Project Developments - The solid-state battery project is progressing well, with the construction of the semi-solid lithium iron phosphate battery project expected to reach production by mid-2026 [7] - The company has signed a strategic cooperation agreement with Sichuan Tianlian Robotics to develop bearings for robotics applications [7]

证券研究报告 | 公司点评报告 2025 年 09 月 03 日 冠盛股份（605088.SH） 北美无惧关税扰动，非经常项目和减值拖累盈利 中游制造/汽车 公司 Q2 收入 11.4 亿元，同比/环比+1.2%/+27.7%；Q2 归母净利润 0.8 亿元， 同比/环比-14.8%/-7.3%。上半年北美收入 5.3 亿元，同比+18.8%，体现强劲的 增长韧性。维持"增持"评级。 ❑ 减值和非经常项目影响盈利，毛利率稳定。 ❑ 风险提示：汇率波动、海外需求波动、贸易战风险 | 财务数据与估值 | | | | | | | --- | --- | --- | --- | --- | --- | | 会计年度 | 2023 | 2024 | 2025E | 2026E | 2027E | | 营业总收入(百万元) | 3180 | 4020 | 4507 | 5177 | 5953 | | 同比增长 | 8% | 26% | 12% | 15% | 15% | | 营业利润(百万元) | 337 | 335 | 435 | 530 | 634 | | 同比增长 | 21% | -1% | 30% | 22% | ...

Group 1 - The company, Guansheng Co., Ltd. (605088), announced on the evening of September 1 that it has repurchased a total of 163,200 shares through centralized bidding as of August 2025, which accounts for 0.0805% of the company's total share capital [1]

截至发稿，冠盛股份市值为78亿元。 每经AI快讯，冠盛股份（SH 605088，收盘价：38.23元）9月1日晚间发布公告称，截至2025年8月31 日，公司已累计回购股份约48万股，占公司2025年8月29日总股本（即约2.03亿股）的比例为0.2387%， 购买的最高价为41.1元/股，最低价为34.12元/股，已支付的总金额约为1785万元。 2024年1至12月份，冠盛股份的营业收入构成为：汽车零部件占比99.76%，其他业务占比0.24%。 （记者 王晓波） 每经头条（nbdtoutiao）——个人消费贷贴息明日开闸！贷30万元最多可享贴息3000元，一文读懂→ ...

Summary of Key Points Core Viewpoint - The company, Wenzhou Guansheng Automotive Parts Group Co., Ltd., is actively repurchasing its shares through a centralized bidding process, with a total expected repurchase amount between 80 million and 120 million RMB, aimed at employee stock ownership plans or equity incentives [1]. Group 1: Share Repurchase Plan - The share repurchase plan was first disclosed on April 11, 2025, with an implementation period from April 10, 2025, to April 9, 2026 [1]. - The maximum repurchase price is set at 56.05 RMB per share, later adjusted to 55.45 RMB per share due to the 2024 annual equity distribution [2]. - The company has received a loan commitment from Bank of China, Wenzhou Branch, for a maximum of 108 million RMB specifically for the share repurchase [1]. Group 2: Progress of Share Repurchase - As of August 31, 2025, the company has repurchased a total of 484,200 shares, accounting for 0.2387% of the total share capital of 202,818,693 shares [3]. - The total amount paid for the repurchased shares is approximately 17.85 million RMB, with a price range between 34.12 RMB and 41.10 RMB per share [3]. - The highest purchase price recorded during the repurchase was 38.50 RMB per share, and the lowest was 35.60 RMB per share [2]. Group 3: Compliance and Future Actions - The company is committed to adhering to relevant laws and regulations regarding share repurchase and will disclose progress in accordance with the rules set by the Shanghai Stock Exchange [4]. - The company will make repurchase decisions based on market conditions and will fulfill its information disclosure obligations timely [4].