Group 1 - The board of directors of Xishanghai Automotive Service Co., Ltd. held its 11th meeting of the 6th session on August 26, 2025, in a combination of on-site and communication methods [1] - The meeting was convened and presided over by Chairman Zhu Yanyang, and the procedures for convening and holding the meeting complied with relevant laws and regulations [1] - The board approved the proposal regarding the full text and summary of the 2025 semi-annual report with a unanimous vote of 9 in favor [1][2] Group 2 - The board also approved the special report on the storage and use of raised funds for the first half of 2025, again with a unanimous vote of 9 in favor [2] - Detailed content of the semi-annual report and the special report on raised funds is available on the Shanghai Stock Exchange website [2]

证券代码：605151 证券简称：西上海 公告编号：2025-043 西上海汽车服务股份有限公司 关于 2025 年半年度募集资金存放与使用情况的专项报告 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。 根据中国证券监督管理委员会（以下简称"中国证监会"）《上市公司募集 资金监管规则》、上海证券交易所《上海证券交易所上市公司自律监管指引第 1 号——规范运作》及相关格式指引等规定，西上海汽车服务股份有限公司（以下 简称"公司"）编制的 2025 年半年度募集资金存放与使用情况的专项报告如下： （二）募集资金使用和结余情况 截至 2025 年 6 月 30 日，公司累计使用募集资金人民币 10,193.57 万元，以 前年度累计使用募集资金人民币 10,191.82 万元。其中，2025 年上半年，公司 实际使用募集资金人民币 1.75 万元,尚未使用的募集资金余额合计为 29,989.39 万元（包括累计收到的银行存款利息扣除银行手续费等的净额）。 截至 2025 年 6 月 30 日，公司募集资金使用情况和结余具体情况如下： ...

证券代码：605151 证券简称：西上海 公告编号：2025-042 西上海汽车服务股份有限公司 第六届监事会第十次会议决议公告 本公司监事会及全体监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、监事会会议召开情况 西上海汽车服务股份有限公司（以下简称"公司"）第六届监事会第十次会 议于 2025 年 8 月 26 日以现场结合通讯的方式召开。会议通知已于 2025 年 8 月 15 日以通讯方式送达全体监事。本次会议应出席监事 3 人，实际出席监事 3 人。 （一）审议并通过《关于 2025 年半年度报告全文及其摘要的议案》 经核查，监事会认为：公司 2025 年半年度报告的编制和审议程序符合现行 法律、法规、《公司章程》及公司内部管理制度的各项规定；2025 年半年度报告 的内容和格式符合中国证监会和上海证券交易所的各项规定，报告的内容真实、 准确、完整地反映了公司的财务状况、经营状况和经营成果；未发现参与 2025 年半年度报告编制和审议的人员有违反保密规定及其他有关规定的行为。 表决结果：3 票同意，0 票反对，0 票弃权。 具体内 ...

证券代码：605151 证券简称：西上海 公告编号：2025- 041 西上海汽车服务股份有限公司（以下简称"公司"）第六届董事会第十一 次会议于 2025 年 8 月 26 日以现场结合通讯的方式召开。会议通知已于 2025 年 8 月 15 日以通讯方式送达至公司全体董事。本次会议应出席董事 9 人，实际出 席董事 9 人。 西上海汽车服务股份有限公司 第六届董事会第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 本次会议由董事长朱燕阳先生召集并主持。会议的召集和召开程序符合 《中华人民共和国公司法》等相关法律、法规和《西上海汽车服务股份有限公 司章程》《西上海汽车服务股份有限公司董事会议事规则》等相关规定，决议 内容合法有效。 二、董事会会议审议情况 （二）审议并通过《关于 2025 年半年度募集资金存放与使用情况的专项 报告的议案》 表决结果：同意 9 票，反对 0 票，弃权 0 票。 具体内容详见公司同日在上海证券交易所网站（www.sse.com.cn）披露的 1 《关于 ...

西上海汽车服务股份有限公司2025 年半年度报告 公司代码：605151 公司简称：西上海 西上海汽车服务股份有限公司 2025 年半年度报告 1 / 170 西上海汽车服务股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，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。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人朱燕阳、主管会计工作负责人黄燕华及会计机构负责人（会计主管人员）沈超 声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 不适用 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的未来计划、发展战略等前瞻性描述不构成公司对投资者的实质承诺，敬请 投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风 ...

Summary of Key Points from Conference Call Industry Overview - The conference call discusses the **screw rod industry**, particularly focusing on **planetary roller screw rods** used in humanoid robots, with applications in high-end fields such as **medical** and **aerospace** [1][2][3]. Core Insights and Arguments - **Market Leadership**: The global screw rod market is dominated by Japanese and European companies, holding approximately **60%-70%** market share, with significant technological advantages [3]. - **Domestic Companies**: Chinese companies like **Hengli Hydraulic** and **Zhejiang Rongtai** are actively entering the market, benefiting from the growing demand for humanoid robots and accelerating the localization process [1][4]. - **Demand Surge**: The demand for screw rods in humanoid robots is experiencing explosive growth, prompting companies to expand their technological capabilities and production capacity [1][3]. - **Technical Advantages**: Planetary roller screw rods offer high precision, high load capacity, and long lifespan, making them suitable for high-load and high-precision applications [1][8]. - **Profit Margin Discrepancy**: Domestic screw rod companies have lower profit margins compared to international leaders, primarily due to differences in precision control and brand premium [1][16]. Additional Important Content - **Types of Screw Rods**: The main types of screw rods for humanoid robots include **sliding screw rods**, **ball screw rods**, and **planetary roller screw rods**, with the latter being the most suitable for joint movements in humanoid robots [2]. - **Competitive Landscape**: Domestic companies are increasing their presence in the screw rod industry, with notable players like **Zhejiang Rongtai** securing orders from Tesla and planning to extend into joint module fields [3][23]. - **Production and Technology**: Companies are improving production processes and technology to enhance efficiency and reduce costs, with expectations for stable pricing in the future [3][10]. - **Market Potential**: The market for automotive screw rods is projected to exceed **7 billion RMB** in 2025, indicating significant growth potential [14]. - **Challenges in Precision**: The precision of screw rods is critical, with key indicators including pitch and various types of errors affecting overall performance [15]. - **Future Trends**: The screw rod industry is currently in a price decline phase, which is expected to stabilize as the industry matures, with optimistic long-term prospects for the market [31]. Company-Specific Developments - **Hengli Hydraulic**: Plans to establish a factory in North America to directly supply Tesla, with expected profits nearing **3 billion RMB** in 2025 [24]. - **Zhejiang Rongtai**: Has received orders from Tesla for micro screw rods and is expanding into joint modules, enhancing its strategic positioning in the humanoid robot market [23]. - **Beiste**: Has diversified into linear motion components, initially targeting the automotive sector but now also entering the humanoid robot market [27]. - **Zhenyu Technology**: Has completed a full set of screw products for humanoid robots and is moving towards automated production lines [28]. - **North Technology**: Has secured a position in Tesla's supply chain for body joints, indicating its growing importance in the market [25]. This summary encapsulates the key points discussed in the conference call, highlighting the current state and future potential of the screw rod industry, particularly in relation to humanoid robots.

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：605151 证券简称：西上海 公告编号：2025-040 西上海汽车服务股份有限公司 持股5%以上股东集中竞价减持股份计划公告 本公司董事会、全体董事及相关股东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： ● 大股东持股的基本情况 截至本公告披露之日，上海汇嘉创业投资有限公司（以下简称"汇嘉创投"）持有公司股份15,813,565 股，占公司总股本的11.75%（截至2025年8月18日公司总股本为134,554,222股，下同）。股份来源为首 次公开发行前已持有的股份，且已于2021年12月15日解除限售并上市流通。 ● 减持计划的主要内容 (一)相关股东是否有其他安排 □是 √否 (二)大股东此前对持股比例、持股数量、持股期限、减持方式、减持数量、减持价格等是否作出承诺 √ 是 □否 根据《西上海汽车服务股份有限公司首次公开发行股票招股说明书》及《西上海汽车服务股份有限公司 首次公开发行股票上市公告书》，汇嘉创投承诺： 汇嘉创投拟于本公告披露之日起15个交易日后的3 ...

Group 1 - The major shareholder, Shanghai Huijia Venture Capital Co., Ltd., holds 15,813,565 shares, accounting for 11.75% of the total share capital of the company, which is 134,554,222 shares as of August 18, 2025 [1] - The shareholder plans to reduce its holdings by up to 1,345,542 shares, which is not more than 1% of the total share capital, through centralized bidding from September 9, 2025, to December 8, 2025 [1] - The reason for the reduction is stated as operational development needs [1] Group 2 - The shareholder has no other arrangements regarding the reduction plan [2] - The reduction plan is consistent with previously disclosed commitments [2] - The company will continue to monitor the progress of the reduction plan and fulfill its information disclosure obligations as required by relevant regulations [2]

Mergers and Acquisitions - Jingjiawei plans to invest 220 million yuan to acquire a controlling stake in Chengheng Microelectronics, entering the edge AI chip sector [1] - Aerospace Changfeng intends to publicly transfer 55.45% of its stake in Aerospace Parker, with an assessed value of 201 million yuan [2] - Kangping Technology has signed an agreement to acquire a controlling stake in Suzhou Lingchen, focusing on core components in intelligent equipment [3] Financial Performance - Zhifei Biological reported a net loss of approximately 600 million yuan in the first half of 2025, with revenue declining by 73.06% to 4.919 billion yuan [4] - AVIC Shenyang Aircraft Company expects a 30% decrease in net profit for the first half of 2025, with revenue around 14.628 billion yuan, down 32.35% [5] - Jingjiawei announced a net loss of 87.61 million yuan in the first half of 2025, with revenue falling by 44.78% to 193 million yuan [6] - Jiao Cheng Ultrasonic reported a 1005% increase in net profit for the first half of 2025, reaching 58.04 million yuan, with revenue up 32.50% to 323 million yuan [7] Shareholding Changes - Myp Medical announced that Guoshou Chengda has reduced its stake in the company by nearly 3%, totaling 199,560 shares [8] - Xishanghai disclosed that shareholder Huijia Chuangtou plans to reduce its stake by up to 1%, not exceeding 134,550 shares [9][10] Investment Agreements - Longsheng Technology's subsidiary plans to invest approximately 200 million yuan to establish a lightweight component production base for new energy vehicles in Chongqing [11]

Core Insights - A total of 12 listed companies have disclosed share reduction plans, with no companies announcing share increases on the same day [1] Group 1: Share Reduction Details - Lianming Co., the controlling shareholder plans to reduce no more than 3.00% of the company's shares [2] - Geng Shanghai's shareholder Huijia Chuangtou intends to reduce no more than 1% of the company's shares [2] - Jinhui Co.'s shareholder Green Mine Fund plans to reduce no more than 3% of the company's shares [2] - Wanlang Magnetic Plastic's shareholder Ouyang Ruiqun intends to reduce no more than 2% of the company's shares [2] - Maipu Medical's Guoshou Chengda has cumulatively reduced 2.9958% of the company's shares [2] - Nanya New Materials' directors, including Zhang Dong, have reduced their shares [2] - Maihe Co.'s shareholder Wang Xuping plans to reduce no more than 150,000 shares [2] - Jujia Optoelectronics' actual controller and chairman Pan Huarong intends to reduce no more than 1% of the company's shares [2] - Huashu Media's Zhejiang Yitong Media plans to reduce no more than 1% of the company's shares [2] - Haizhu Co.'s shareholders Park Huahui and Zhongwen Chantu plan to collectively reduce no more than 5.36% of the company's shares [2] - Zhonghuan Environmental Protection's Jintong Anyi intends to reduce no more than 3.55% of the company's shares [2] - Haichuan Intelligent's shareholders Wu Guifang and Zheng Xuefen plan to collectively reduce no more than 6% of the company's shares [2]