从基金十大重仓股角度 数据显示，永赢基金旗下1只基金重仓嵘泰股份。永赢新能源智选混合发起A（015828）二季度持有股 数38.69万股，占基金净值比例为7.19%，位居第五大重仓股。根据测算，今日浮亏损失约86.67万元。 10月23日，嵘泰股份跌5.1%，截至发稿，报41.65元/股，成交5.97亿元，换手率4.97%，总市值117.79亿 元。 资料显示，江苏嵘泰工业股份有限公司位于江苏省扬州市江都区仙城工业园乐和路8号，成立日期2000 年6月15日，上市日期2021年2月24日，公司主营业务涉及铝合金精密压铸件的研发、生产与销售。主营 业务收入构成为：汽车类81.14%，模具类8.61%，设备6.81%，其他(补充)3.24%，摩托车类0.20%。 从嵘泰股份十大流通股东角度 数据显示，永赢基金旗下1只基金位居嵘泰股份十大流通股东。永赢先进制造智选混合发起A （018124）二季度新进十大流通股东，持有股数996.96万股，占流通股的比例为5.39%。根据测算，今 日浮亏损失约2233.18万元。 永赢先进制造智选混合发起A（018124）成立日期2023年5月4日，最新规模29.76亿。今年以来收 ...

10月21日，嵘泰股份涨5%，截至发稿，报42.00元/股，成交5.94亿元，换手率5.13%，总市值118.78亿 元。 资料显示，江苏嵘泰工业股份有限公司位于江苏省扬州市江都区仙城工业园乐和路8号，成立日期2000 年6月15日，上市日期2021年2月24日，公司主营业务涉及铝合金精密压铸件的研发、生产与销售。主营 业务收入构成为：汽车类81.14%，模具类8.61%，设备6.81%，其他(补充)3.24%，摩托车类0.20%。 恒越智选科技混合A（019257）基金经理为杨藻。 截至发稿，杨藻累计任职时间1年340天，现任基金资产总规模3181.99万元，任职期间最佳基金回报 20.37%， 任职期间最差基金回报-22.56%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，恒越基金旗下1只基金重仓嵘泰股份。恒越智选科技混合A（019257）二季度持有股数3.43万 股，占基金净值比例为4.75%，位居第五大重仓 ...

Group 1 - The automotive parts sector experienced an initial rise on October 10, with several companies reaching their daily limit up, indicating strong market interest [1] - Notable companies that hit the limit up include Bluetech Technology, Shenda Co., Bohai Automobile, Qin'an Co., Yingli Automobile, and Sanlian Forging [1] - Other companies that saw gains include Daimai Co., Rongtai Co., Lizhong Group, and Haoneng Co., reflecting a broader positive trend in the sector [1]

Investment Rating - The report assigns a "Buy" rating for the company, Rongtai Co., Ltd. (605133) [4][8]. Core Insights - The company is a leader in automotive aluminum alloy die-casting and is expanding into the robotics sector, focusing on lightweight components for new energy vehicles [2][3][16]. - The company has established a joint venture with Runfu Power to develop planetary roller screws and ball screws for humanoid robots and automotive chassis [2][60]. - The aluminum usage in new energy vehicles is projected to grow significantly, with a CAGR of over 300% from 2025 to 2030, indicating a strong market opportunity for the company [3][24]. Summary by Sections Company Overview - Rongtai Co., Ltd. has been deeply involved in aluminum alloy die-casting for over 20 years, with a focus on automotive steering systems and new energy components [16][20]. - The company has established partnerships with leading Tier 1 automotive suppliers such as Bosch and ZF [7][20]. Robotics Business - The company is diversifying into robotics by establishing a joint venture with Runfu Power, focusing on the production of screws for robots and automotive applications [2][60]. - The acquisition of a 51% stake in Aoduo Electronics enhances the company's capabilities in electromechanical integration [2][60]. Main Business - The company is expanding its production capacity for aluminum alloy components, with significant investments planned for new energy projects [3][4]. - Revenue is expected to grow from 235.2 billion yuan in 2024 to 419.5 billion yuan by 2027, with a projected CAGR of 22.9% [4][10]. Financial Forecast and Valuation - The company is projected to achieve a net profit of 2.3 billion yuan in 2025, increasing to 4.3 billion yuan by 2027, reflecting a strong growth trajectory [4][10]. - The report anticipates a sales gross margin of 24% and a net margin of 7.8% in 2024 [7][10].

Investment Rating - The report maintains a "Recommended" rating for the automotive industry, indicating a positive outlook for investment opportunities [10]. Core Insights - The emergence of humanoid robots is leading a new wave of transformation in the automotive industry, with major automakers competing in this space [4]. - The report highlights the successful demonstration of multi-modal embodied robots at the recent Industrial Expo, showcasing advancements in robotics technology and its applications in various industrial settings [5][8]. - New vehicle launches are intensifying competition among mainstream automakers, with notable models introduced at the expo, including the SAIC Group's high-end and budget-friendly offerings, as well as Tesla's Model Y L [9]. Summary by Sections Investment Highlights - The humanoid robot sector presents new opportunities, with specific recommendations for companies involved in linear joint assemblies, screw rods, dexterous hands, reducers, sensors, and injection molded parts [10]. - Recommended companies include Rongtai Co., Shuanglin Co., and others, focusing on various components essential for humanoid robots [10]. Industry Performance - The automotive sector has shown strong relative performance over the past year, with a 32.8% increase compared to the Shanghai and Shenzhen 300 index [1][2]. Technological Innovations - The report emphasizes the advancements in robotics, such as the DOBOT ATOM humanoid robot, which utilizes reinforcement learning for efficient task execution in industrial environments [4]. - Innovations in multi-modal perception systems were showcased, demonstrating the capabilities of robots in real-time data processing and interaction [5]. Competitive Landscape - The report notes the competitive landscape with multiple new vehicle models launched, highlighting their specifications and market positioning [9].

Industry Overview - The automotive die-casting industry involves the use of die-casting technology to produce metal components for vehicles, utilizing materials such as aluminum, zinc, and magnesium [1][11] - The industry's growth is driven by the rapid rise of the automotive sector, particularly in electric vehicles, with increasing demand for lightweight and energy-efficient components [1][11] - China's automotive die-casting market is projected to grow from 18.988 billion yuan in 2017 to 26.429 billion yuan in 2024, with a compound annual growth rate (CAGR) of 4.84% [1][12] Industry Development History - The industry has evolved through three main phases: the initial phase from 1953 to 1981, the startup phase from 1982 to 2006, and the rapid development phase from 2007 to present [4][5] - The current phase is characterized by significant advancements in technology and production capabilities, with a focus on high-performance and high-precision die-casting products [4][11] Policy Support - Recent government policies have emphasized the importance of the die-casting industry, promoting advanced casting techniques and green manufacturing practices [6] - The National Development and Reform Commission issued guidelines to encourage the use of lightweight alloys and automation in die-casting processes [6] Industry Chain - The die-casting industry supply chain includes upstream raw materials (aluminum, magnesium, iron, zinc) and equipment (die-casting machines), with the manufacturing process occurring in the midstream and automotive manufacturing in the downstream [4][7] Market Trends - The industry is moving towards precision, customization, lightweighting, and green manufacturing as key trends [14][15][17][18] - Precision die-casting is increasingly important to meet the stringent requirements of automotive components, while customization allows for tailored solutions to meet diverse client needs [14][15] - Lightweight materials are being adopted to enhance fuel efficiency and performance, particularly in electric vehicles [17] - Environmental sustainability is becoming a core focus, with efforts to reduce carbon footprints through the use of recycled materials and cleaner production methods [18] Key Companies - Major players in the automotive die-casting industry include Top Group, Guangdong Hongtu, Aikodi, and BYD, which are expanding their capabilities in both traditional and new energy vehicle sectors [2][12] - Guangdong Hongtu's die-casting business has gained global recognition, focusing on lightweight aluminum products and comprehensive solutions for automotive manufacturers [12][13]

Core Points - The shareholder Tai'an Runyi Investment Partnership (Limited Partnership) has terminated its share reduction plan ahead of schedule and disclosed the results of the reduction [1] - The company had a total of 11,856,000 shares held by Tai'an Runyi, accounting for 4.19% of the total share capital before the reduction plan [1] - The reduction plan was initially announced on August 29, 2025, with a maximum intended reduction of 2,964,000 shares, or 1.05% of the total share capital [1] Summary by Sections Reduction Plan Details - The reduction period was from September 22, 2025, to September 24, 2025 [2] - A total of 2,827,600 shares were reduced through centralized bidding, representing 1% of the total shares [2] - The total amount from the reduction was 12,327.49 million yuan [2] Shareholder Information - The controlling shareholder, Xia Chengliang, has a concerted action relationship with Tai'an Runyi, holding a total of 155.6 million shares, which is 55.16% of the total shares before the reduction [2] - The remaining shares that were not reduced amount to 136,400 shares [2]

风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 安联中国精选混合A（021981）成立日期2024年9月3日，最新规模1.03亿。今年以来收益53.12%，同类 排名1025/8171；近一年收益81.7%，同类排名1108/8004；成立以来收益80.99%。 安联中国精选混合A（021981）基金经理为程彧。 截至发稿，程彧累计任职时间8年323天，现任基金资产总规模1.26亿元，任职期间最佳基金回报 80.99%， 任职期间最差基金回报9.1%。 9月26日，嵘泰股份跌5.02%，截至发稿，报40.10元/股，成交2.74亿元，换手率2.79%，总市值113.41亿 元。嵘泰股份股价已经连续3天下跌，区间累计跌幅6.39%。 资料显示，江苏嵘泰工业股份有限公司位于江苏省扬州市江都区仙城工业园乐和路8号，成立日期2000 年6月15日，上市日期2021年2月24日，公司主营业务涉及铝合金精密压铸件的研发、生产与销售。主营 业务收入构成为：汽车类81.14%，模具类8. ...

9月26日，嵘泰股份跌5.02%，截至发稿，报40.10元/股，成交2.74亿元，换手率2.79%，总市值113.41亿 元。嵘泰股份股价已经连续3天下跌，区间累计跌幅6.39%。 责任编辑：小浪快报 富荣福锦混合A（005164）成立日期2018年3月16日，最新规模731.7万。今年以来收益23.94%，同类排 名4056/8171；近一年收益84.51%，同类排名987/8004；成立以来收益164%。 富荣福锦混合A（005164）基金经理为李延峥、毛运宏。 截至发稿，李延峥累计任职时间4年102天，现任基金资产总规模2.88亿元，任职期间最佳基金回报 79.57%， 任职期间最差基金回报-31.03%。 毛运宏累计任职时间121天，现任基金资产总规模4442.41万元，任职期间最佳基金回报29.07%， 任职 期间最差基金回报29.02%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，江苏嵘泰工业股份有限公司位于江苏省扬州市江都区仙城工业园乐和路8 ...

Core Viewpoint - Jiangsu Rongtai Industrial Co., Ltd. is set to list 41,008,651 restricted shares for trading on October 9, 2025, following a non-public offering to specific investors approved by the China Securities Regulatory Commission [1][2][4]. Group 1: Stock Issuance and Changes - The total number of shares after the issuance will increase from 185,998,416 to 217,543,532 shares [2]. - Following a profit distribution plan approved on May 21, 2025, the total shares will further increase to 282,806,592 shares [3]. - The shares issued to specific investors will be subject to a six-month lock-up period from the issuance date [4]. Group 2: Compliance and Verification - The underwriter, Dongfang Securities Co., Ltd., confirmed that the stock issuance and the lifting of restrictions comply with relevant regulations and that the shareholders have adhered to their lock-up commitments [5]. Group 3: Shareholder Changes - On September 25, 2025, it was reported that shareholder Tai'an Runyi Investment Partnership reduced its holdings by 2,827,600 shares, representing 1% of the total shares, bringing its ownership down from 4.19% to 3.19% [10][14]. - The reduction in holdings did not trigger a change in the company's controlling shareholder or actual controller [11].