格隆汇9月8日丨上海沿浦(605128.SH)公布，收到实际控制人周建清先生出具的《股份减持情况告 知函》，获悉其于2025年8月14日至2025年9月8日通过集中竞价、大宗交易方式减持公司股份2,321,506 股，占公司当前总股本的1.10%。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

证券代码：605128 证券简称：上海沿浦 公告编号：2025-071 上海沿浦精工科技（集团）股份有限公司 关于股东权益变动触及 1%刻度的提示性公告 实际控制人周建清、张思成保证向本公司提供的信息真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | □其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | ☑其他 控股股东/实际控制人（请注明） | 2.信息披露义务人信息 | 信息披露义务人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | | ☑ | 控股股东/实控人 | □ _____________ | | 周建清 | □ | 控股股东/实控人的一致 | | | | 行动人 | | 不适用 ☑ | 重要内容提示： ...

转自：前瞻产业研究院 | 分类方式 | 座椅类型 | 摘述 | | --- | --- | --- | | 按使用场景分类 | 乘客座椅 | 特点:强调人体工学设计,支持多向调节(前后、高低、靠背角度), 前排乘客座椅:功能接近驾驶员座椅,但调节选项较少。 分类: | | | | 部分配备腰部支撑、腿托等。 | | | | 高端功能:通风/加热、按摩、记忆功能（如奔驰 S 级座椅可记忆 10 | | | | 组驾驶习惯)。 | | | | 适用车型:轿车、SUV、跑车等。 | | | | 后排座椅:分为固定式、可折叠式(如本田奥德赛魔术座椅)、可滑移 | | | | 式(MPV 常见),部分车型支持电动调节(如宝马 7系后排行政座椅)。 | | | | 按年龄/体重: 婴儿提篮 (0-15 个月)、前/后向式座椅 (9 个月-12岁)、 | | | 儿童安全座椅 | 增高垫(4岁以上)。 | | | | 安装方式:ISOFIX 硬连接、LATCH 软连接、安全带固定。 | | | | 安全标准:欧盟 ECE R44/04、中国 GB 27887-2011。 | | | | 卡车/巴士座椅:高耐用性,减震设计( ...

Investment Rating - The report maintains a positive outlook on the automotive industry, particularly on intelligent autonomous vehicles, robot components, and leading heavy-duty truck manufacturers [4][6]. Core Insights - The automotive industry is experiencing a recovery in demand, with wholesale sales of passenger vehicles reaching 7.11 million units in Q2 2025, a year-on-year increase of 13% and a quarter-on-quarter increase of 10.8% [4][8]. - The penetration rate of new energy vehicles (NEVs) reached a record high of 51.1% in Q2 2025, with wholesale sales of NEVs hitting 3.63 million units, up 33.6% year-on-year and 25.2% quarter-on-quarter [4][8]. - The performance of major automakers such as Xiaopeng and Leap Motor exceeded expectations, while most others met forecasts [4][15][19]. Summary by Sections 1. Passenger Vehicles - Q2 2025 saw a steady recovery in passenger vehicle sales, with wholesale and retail volumes increasing significantly compared to Q1 [4][8]. - The demand for NEVs continues to grow, with a notable increase in sales and market penetration [4][8]. 2. Auto Parts - The auto parts sector is experiencing a divergence in profitability, with some companies outperforming while others struggle due to increased competition and supply chain pressures [4][6]. - Companies like Fuyao Glass and Shanghai Yalong reported better-than-expected performance in Q2 2025 [4][6]. 3. Heavy-Duty Trucks - The domestic market for heavy-duty trucks remains robust, with Q2 2025 sales of heavy trucks reaching 201,000 units, a year-on-year increase of 21% [4][6]. - Exports are recovering, particularly in non-Russian regions, despite a decline in sales to Russia [4][6]. 4. Investment Recommendations - The report recommends focusing on intelligent autonomous vehicles, robot components, and leading heavy-duty truck manufacturers, highlighting specific companies such as Xiaopeng, Geely, and Leap Motor for passenger vehicles, and China National Heavy Duty Truck and Weichai Power for heavy-duty trucks [4][6].

Key Points - The company Shanghai Yanpu Precision Technology (Group) Co., Ltd. has announced an increase in the implementation entities and locations for certain convertible bond fundraising projects [1][3][10] - The total amount raised from the convertible bonds issued in November 2022 was approximately RMB 379.65 million, with 3.84 million bonds issued at a face value of RMB 100 each [1][2] - The company has established a special account for the management and use of the raised funds to protect investor rights [1][7] Fundraising Usage - As of June 30, 2025, the company has allocated funds to various projects, including the "Great Wall Automobile Seat Frame Project" and the "Chongqing Yanpu Automotive Parts Co., Ltd. New Energy Vehicle Seat Frame and Battery Pack Shell Production Line Project" [2][4] - The "Great Wall Automobile Seat Frame Project" has seen an investment of RMB 10,517.39 million, with a completion status of 94.17% as of June 2025 [2][4] Project Adjustments - The implementation of the "Great Wall Automobile Seat Frame Project" was originally planned to be carried out by Jingmen Yanpu Automotive Parts Co., Ltd. and Jinhua Yanpu Automotive Parts Co., Ltd., with locations in Jingmen and Jinhua [3][5] - The company has added Shanghai Yanpu Precision Technology (Group) Co., Ltd. as an additional implementation entity and a new location in Shanghai for the project, without changing the investment direction or total amount [3][5][9] Compliance and Oversight - The adjustments to the project implementation entities and locations have been approved by the company's board of directors and do not adversely affect the company's financial status or operations [9][10] - The company will open a special account for the raised funds and sign a regulatory agreement with the sponsoring institution and the bank [7][10]

国泰海通证券股份有限公司 关于上海沿浦精工科技（集团）股份有限公司部分可转债募集 资金投资项目增加实施主体、实施地点的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为承接 上海沿浦精工科技（集团）股份有限公司（以下简称"上海沿浦"或"公司"）向不 特定对象发行可转换公司债券持续督导和向特定对象发行A股股票的保荐机构， 根据《证券发行上市保荐业务管理办法》《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》《上市公司募集资金 监管规则》等相关法律、法规和规范性文件的规定，对上海沿浦部分可转债募集 资金投资项目增加实施主体、实施地点的事项进行了核查，核查情况与意见如下： 一、募集资金及项目基本情况 经中国证券监督管理委员会《关于核准上海沿浦金属制品股份有限公司公开 发行可转换公司债券的批复》（证监许可[2022]2211 号）核准，上海沿浦于 2022 年 11 月 2 日向社会公开发行可转换公司债券 384 万张，每张面值为人民币 100 元，募集资金总额为人民币 384,000,000.00 元，期限 6 年，扣除承销与保荐费用 （不含增值税）人 ...

国泰海通证券股份有限公司 关于上海沿浦精工科技（集团）股份有限公司部分可转债募集 资金投资项目增加实施主体、实施地点的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为承接 上海沿浦精工科技（集团）股份有限公司（以下简称"上海沿浦"或"公司"）向不 特定对象发行可转换公司债券持续督导和向特定对象发行A股股票的保荐机构， 根据《证券发行上市保荐业务管理办法》《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》《上市公司募集资金 监管规则》等相关法律、法规和规范性文件的规定，对上海沿浦部分可转债募集 资金投资项目增加实施主体、实施地点的事项进行了核查，核查情况与意见如下： 一、募集资金及项目基本情况 经中国证券监督管理委员会《关于核准上海沿浦金属制品股份有限公司公开 发行可转换公司债券的批复》（证监许可[2022]2211 号）核准，上海沿浦于 2022 年 11 月 2 日向社会公开发行可转换公司债券 384 万张，每张面值为人民币 100 元，募集资金总额为人民币 384,000,000.00 元，期限 6 年，扣除承销与保荐费用 （不含增值税）人 ...

证券代码：605128 证券简称：上海沿浦 公告编号：2025-070 上海沿浦精工科技（集团）股份有限公司 关于部分可转债募集资金投资项目增加实施主体、实施地点的 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个别及连带责任。 重要内容提示： 一、募集资金基本情况 经中国证券监督管理委员会出具的《关于核准上海沿浦金属制品股份有限公司公开发行 可转换公司债券的批复》（证监许可[2022]2211 号）核准，上海沿浦于 2022 年 11 月 2 日向 1 上海沿浦精工科技（集团）股份有限公司（以下简称"公司"或"上海沿浦"）可转债 募投项目"荆门沿浦汽车零部件有限公司长城汽车座椅骨架项目"原计划由荆门沿浦汽 车零部件有限公司（以下简称"荆门沿浦"）及金华沿浦汽车零部件有限公司（以下简 称"金华沿浦"）实施,实施地点位于荆门市掇刀区团林铺镇石堰村 207 室及浙江省金华 市金东区岭下镇岭下朱工业园紫阳路 103 号。公司结合目前募投项目的实际情况、客户 需求、市场未来发展以及为进一步提高募集资金使用效率，在募投项目的投资方向、投 资 ...

Group 1 - The report aims to summarize important in-depth reports, significant commentary, and marginal changes within the macro strategy team of large manufacturing [1] - Key companies highlighted include Shanghai Yanpu, Honghe Precision, Zhenlan Instrument, Zhejiang Rongtai, Sany Heavy Industry, China Shipbuilding, Huace Testing, Xugong Machinery, Hangcha Group, Yaxing Anchor Chain, Robotech, Juxing Technology, Yadea Holdings, Aima Technology, Hongdu Aviation, Zhongji United, and BGI [2][3] Group 2 - The mechanical equipment sector emphasizes investment opportunities in leading engineering machinery companies, with a continuous push for humanoid robots and overseas expansion [4] - As of August 22, 2025, the best-performing indices in the large manufacturing sector included the Sci-Tech Innovation 50 (+13%), the Semiconductor Index (+12%), and the ChiNext Index (+6%) [5][21] Group 3 - Zhongji United's mid-year report met expectations, with a 87% year-on-year increase in net profit attributable to shareholders for the first half of 2025 [8] - The company has significantly improved its profitability, with a sales net profit margin increasing by 8 percentage points year-on-year in Q2 2025 [8] - The wind power sector is experiencing high demand, with domestic wind power installations expected to reach approximately 105-115 GW in 2025, indicating a strong growth trajectory [9] Group 4 - Jinwo Co. reported a 94% year-on-year increase in net profit for the first half of 2025, driven by growth in its screw and insulation shaft sleeve segments [9] - The company is focusing on upgrading production capacity and enhancing its international layout through a planned fundraising of up to 950 million yuan [9] - The humanoid robot industry is anticipated to explode, with the market expected to grow significantly, driving demand for high-precision CNC machine tools [11]

Company Overview - Shanghai Yanpu Precision Technology (Group) Co., Ltd. is located at 128 Jiangkai Road, Pujiang Town, Minhang District, Shanghai, established on April 19, 1999, and listed on September 15, 2020 [2] - The company specializes in various automotive seat frame assemblies and is classified under the automotive industry, specifically in automotive parts and body accessories [2] Stock Performance - As of August 22, the stock price of Shanghai Yanpu increased by 2.04%, reaching 39.49 CNY per share, with a total market capitalization of 8.338 billion CNY [1] - Year-to-date, the stock price has risen by 60.46%, with a 2.01% increase over the last five trading days, a 12.99% increase over the last 20 days, and a 36.93% increase over the last 60 days [2] Financial Highlights - For the first half of 2025, the company reported a revenue of 916 million CNY, reflecting a year-on-year decrease of 7.24% [2] - Cumulative cash dividends since the A-share listing amount to 153 million CNY, with 94.658 million CNY distributed over the past three years [2] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 26.27% to 9,575, with an average of 22,051 circulating shares per shareholder, up by 28.14% [2] - The sixth largest circulating shareholder is the Fortune Tianhui Growth Mixed Fund (LOF) A/B, holding 4.5 million shares, an increase of 692,600 shares compared to the previous period [2] Market Activity - On August 22, the net outflow of main funds was 431,400 CNY, with large orders buying 4.404 million CNY (21.07% of total) and selling 4.835 million CNY (23.13% of total) [1]