Group 1 - The stock of Shanghai Yanpu closed down 0.84% on September 10, with a closing price of 38.95 yuan [1] - A large transaction occurred involving 1 million shares, totaling 36.14 million yuan, with a discount rate of -7.21% [1] - The buyer was Shenwan Hongyuan Securities Co., Ltd. Wuxi Branch, and the seller was Guotai Junan Securities Co., Ltd. Shanghai Changning District Jiangsu Road Securities Branch [1] Group 2 - In the last three months, the stock has seen a total of three large transactions, amounting to 78.72 million yuan [1] - Over the past five trading days, the stock has increased by 4.70%, while the net outflow of main funds totaled 46.73 million yuan [1]

Core Insights - On September 10, Shanghai Yanpu conducted a block trade of 1 million shares, with a transaction value of 36.14 million yuan, accounting for 19.63% of the total transaction volume for the day [1] - The transaction price was 36.14 yuan, which represents a discount of 7.21% compared to the market closing price of 38.95 yuan [1] Summary by Categories Transaction Details - The block trade occurred on September 10, with a total volume of 1 million shares [2] - The transaction amount was 36.14 million yuan [2] - The selling brokerage involved was Shenwan Hongyuan Securities Co., Ltd., and the buying brokerage was Guotai Junan Securities Co., Ltd. [2] Price Analysis - The transaction price was set at 36.14 yuan, which is lower than the market closing price of 38.95 yuan, indicating a discount of 7.21% [1]

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： ...

Industry Overview - The automotive seat is a core component of vehicle interiors, providing comfort and safety for passengers. It consists of various parts including seat cushions, backrests, side supports, and headrests [1] - The automotive seat industry in China has evolved through four stages: initial stage with simple structures, technological development with mechanization, rapid development with smart and personalized features, and transformation focusing on safety, comfort, lightweight, and intelligence [8][11] Market Size and Growth - The estimated market size for passenger car seats in China for 2024 is approximately 109.91 billion yuan, while the market size for commercial vehicle seats is around 15.33 billion yuan, leading to a total market size of approximately 125.34 billion yuan [23] - The automotive seat industry is projected to reach a market size of about 174.6 billion yuan by 2030, with an average annual growth rate of 5.4% [34] Competitive Landscape - Major players in the automotive seat assembly market include companies like Lear, Faurecia, Adient, and Yanfeng, with significant market shares [7][26] - The market is characterized by a high concentration of a few large enterprises, but domestic companies are increasingly gaining market share due to the rise of new energy vehicles and smart seat technologies [30][33] Technological Trends - The industry is moving towards innovations in smart, lightweight, and environmentally friendly materials, with a focus on personalized designs to meet consumer demands [30][33] - Key technological advancements include the integration of sensors for automatic adjustments, health monitoring, and the use of lightweight materials like carbon fiber and aluminum [33] Policy Environment - Current policies in China emphasize safety, lightweight design, intelligence, and green recycling, with standards being upgraded to enhance safety features and promote the use of new materials [14][15] - Regulations are set to increase the recycling rate of materials to 95% by 2030, encouraging the adoption of sustainable practices in the automotive seat industry [14] Consumer Preferences - Consumers prioritize leather seats and are increasingly interested in features such as adjustable backrests, seat height adjustments, ventilation, heating, and memory functions [21]

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]

Summary of Key Points Core Viewpoint - The company has made adjustments to the implementation subjects and locations for certain projects funded by convertible bonds, ensuring that the investment direction and total amount remain unchanged while enhancing the efficiency of fund utilization [1][5][8]. Group 1: Fundraising and Project Overview - The company issued 3.84 million convertible bonds at a face value of RMB 100 each, raising a total of RMB 384 million, with actual funds received amounting to RMB 379.65 million after deducting fees [1]. - The funds are managed in a dedicated account to ensure compliance with regulations and protect investor interests [2]. Group 2: Fund Utilization Status - As of June 30, 2025, the company has made significant investments in various projects, including the completion of the "Chongqing Yanpu Automotive Parts Co., Ltd. New Energy Vehicle Seat Frame and Battery Pack Shell Production Line Project" [3][4]. - The project "Jingmen Yanpu Automotive Parts Co., Ltd. Great Wall Motor Seat Frame Project" has also reached a usable state [4]. Group 3: Adjustments to Implementation Subjects and Locations - The company has added a new implementation subject, Jin Hua Yanpu Automotive Parts Co., Ltd., and a new location in Jinhua City for the "Great Wall Motor Seat Frame Project" while maintaining the original investment direction and total amount [5][6]. - The adjustments were made based on current project conditions, customer needs, and market development [5][6]. Group 4: Approval and Oversight Procedures - The adjustments were approved by the company's audit committee and board of directors, confirming that they do not alter the investment direction or harm shareholder interests [7][8]. - The company will establish a dedicated account for the raised funds and sign a regulatory agreement with the sponsoring institution and the bank [6][8].

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 ...