国浩律师（上海）事务所 法律意见书 国浩律师（上海）事务所 关 于 无锡市振华汽车部件股份有限公司 2024 年限制性股票激励计划 调整回购数量和价格及第一个解除限售期 解除限售条件成就相关事项 之 法律意见书 上海市山西北路 99 号苏河湾中心 MT 28 层 邮编：200085 25-28/F, Suhe Centre, 99 North Shanxi Road, Jing'an District, Shanghai 200085, China 电话/Tel: +86 21 5234 1668 传真/Fax: +86 21 5243 3320 网址/Website: http://www.grandall.com.cn 二〇二五年十月 | | | 国浩律师（上海）事务所 法律意见书 致：无锡市振华汽车部件股份有限公司 国浩律师（上海）事务所（以下简称"本所"）接受无锡市振华汽车部件股 份有限公司（以下简称"无锡振华"或"公司"）的委托，担任公司2024年限制 性股票激励计划（以下简称"本次激励计划"）的特聘专项法律顾问。本所律师 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和 国证 ...

每经头条（nbdtoutiao）——A股突破4000点！十年沉寂终迎爆发，科技主线重塑市场，"慢牛"新格局开 启！ （记者 曾健辉） 每经AI快讯，无锡振华（SH 605319，收盘价：22.1元）10月29日晚间发布三季度业绩公告称，2025年 前三季度营收约19.96亿元，同比增加15.36%；归属于上市公司股东的净利润约3.18亿元，同比增加 27.18%；基本每股收益0.91元，同比增加24.66%。 截至发稿，无锡振华市值为77亿元。 ...

格隆汇10月29日｜无锡振华公告，第三季度营收为7.09亿元，同比增长15.68%；净利润为1.17亿元，同 比增长27.18%。前三季度营收为19.96亿元，同比增长15.36%；净利润为3.18亿元，同比增长27.18%。 ...

无锡市振华汽车部件股份有限公司 2025 年第三季度报告 证券代码：605319 证券简称：无锡振华 无锡市振华汽车部件股份有限公司 2025 年第三季度报告 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告 中财务信息的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、 主要财务数据 （一）主要会计数据和财务指标 单位：元 币种：人民币 | | | | 本报告期比 | | 年初至报告期 | | --- | --- | --- | --- | --- | --- | | 项目 | | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | | 减变动幅度 | | 增减变动幅度 | | | | | (%) | | (%) | | 营业收入 | | 708,877,722.10 | 15.68 | 1,996,088,258.56 | 15.36 | | 利润总额 | | 144,946,392.43 | 32.24 | 392,909,923.14 | 31.65 | | 归属于上市公司股东的 | 净利润 | 117,120,703.53 | 27 ...

| 证券代码：605319 | 证券简称：无锡振华 | 公告编号：2025-066 | | --- | --- | --- | | 证券代码：111022 | 证券简称：锡振转债 | | 无锡市振华汽车部件股份有限公司 关于参加 2025 无锡上市公司投资者集体接待日活动 暨第三季度业绩说明会的公告 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法律责任。 重要内容提示： 会议召开时间：2025 年 11 月 4 日（星期二）15:30-17:00 会议召开地点："全景路演"（http://rs.p5w.net），或关注微信公众号：全 景财经，或下载全景路演 APP 会议召开方式：网络远程互动 无锡市振华汽车部件股份有限公司（以下简称"公司"）已于 2025 年 10 月 30 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2024 年至 2025 年前三季度的经营成果、财务状况，进一步加强与投资者的互动 交流，公司计划于 2025 年 11 月 4 日 15:30-17:00 参加"2025 无锡上市公司 ...

无锡振华公告，第三季度营收为7.09亿元，同比增长15.68%；净利润为1.17亿元，同比增长27.18%。前 三季度营收为19.96亿元，同比增长15.36%；净利润为3.18亿元，同比增长27.18%。 ...

（编辑 任世碧） 证券日报网讯 10月28日晚间，无锡振华发布公告称，公司第三届董事会第十四次会议及2025年第一次 临时股东会，审议通过《关于调整公司经营范围的议案》《关于取消监事会、变更注册资本并修订的议 案》。近日，公司已完成相关工商变更登记手续，并取得无锡市数据局换发的《营业执照》。 ...

| 证券代码：605319 | 证券简称：无锡振华 | 公告编号：2025-062 | | --- | --- | --- | | 证券代码：111022 | 证券简称：锡振转债 | | 住所：无锡市滨湖区胡埭镇陆藕东路 188 号 经营范围：汽车零配件、紧固件、电子仪器的制造、加工、研发；自营和代 理各类商品和技术的进出口业务（国家限定企业经营或禁止进出口的商品和技术 除外）。（依法须经批准的项目，经相关部门批准后方可开展经营活动） 一般项目：模具制造；模具销售（除依法须经批准的项目外，凭营业执照依 法自主开展经营活动） 无锡市振华汽车部件股份有限公司 关于完成工商变更登记并换发营业执照的公告 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法律责任。 无锡市振华汽车部件股份有限公司（以下简称"公司"）第三届董事会第十 四次会议及 2025 年第一次临时股东会，审议通过《关于调整公司经营范围的议 案》《关于取消监事会、变更注册资本并修订<公司章程>的议案》。具体内容详 见 2025 年 8 月 26 日在上海证券交易所网站（www.ss ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report - After the stock market's rally since July, the medium - and short - term market may experience consolidation, and there could be a re - balance between large - and small - cap styles. Since October, the year - to - date cumulative return of the CSI 2000 (representing small - and medium - cap stocks) has approached that of the ChiNext Index [2][9]. - Small - and medium - cap stocks in the high - end manufacturing sector are worth attention. Some companies in this sector have stable main - business profits and are shifting strategies towards computing power and humanoid robots, opening up growth prospects [2][9]. - Small - and medium - cap high - end manufacturing convertible bonds can enhance portfolio elasticity. It is recommended to increase attention to equity - like convertible bonds, focusing on new bonds and those with non - call provisions, while being aware of call risks [2][9]. - Five convertible bonds related to small - and medium - cap high - end manufacturing are recommended: Songsheng Convertible Bond, Yingbo Convertible Bond, Fuli Convertible Bond, Xizhen Convertible Bond, and Xingrui Convertible Bond [3][10]. 3. Summaries According to Catalogs 3.1 Overall Logic and Layout Ideas - The stock market is in a trading volume contraction trend. After the rally since July, partial profit - taking may occur. The inflow of funds through ETFs and mutual funds has driven the strength of large - cap growth stocks. With the weakening of market beta, the style between large - and small - cap stocks may re - balance [2][9]. - Small - and medium - cap stocks in high - end manufacturing are promising. Against the backdrop of a technology - driven and industrial - upgrading nation, some companies' main - business profits are stable, and strategic shifts towards computing power and humanoid robots open up growth expectations [2][9]. - From the perspective of convertible bonds, small - and medium - cap high - end manufacturing convertible bonds can increase portfolio elasticity. Due to the high volatility of small - cap stocks, they often have high valuations. Equity - like convertible bonds are recommended, along with attention to call risks and a focus on new bonds and those with non - call provisions [2][9]. 3.2 Individual Bond Selections 3.2.1 Songsheng Co., Ltd. / Songsheng Convertible Bond - The company is a leading manufacturer of medium - and high - power LED driving power supplies in the LED lighting field. The global LED plant lighting market is expected to grow from $1.315 billion in 2024 to $2.056 billion in 2029, with a CAGR of 9.4% [15]. - Energy storage inverter products have achieved batch sales. In H1 2025, the company's household and industrial energy storage products obtained numerous certifications, and the energy storage core component business received orders from large domestic energy companies [16]. - In June 2025, the company entered the robot track by jointly developing harmonic reducers and other products with Chongqing Jinggang Transmission and others. As of October, the project is progressing, and its subsidiary is seeking orders [16][17]. 3.2.2 Yingboer / Yingbo Convertible Bond - Yingboer is a leading enterprise with independent R & D and production capabilities in new - energy vehicle drive and power systems. It has established cooperation with many well - known vehicle manufacturers in various fields [20]. - The company has obtained project approvals from multiple eVTOL leading enterprises. With the government's support for the low - altitude economy, eVTOL has great development potential, and the company's "Integrated Chip" technology meets its needs [20][21]. - In April 2025, Yingboer cooperated with Fengli Intelligent to develop joint modules for humanoid robots, expanding its business scope [22]. 3.2.3 Fuliwang / Fuli Convertible Bond - The company focuses on the R & D, manufacturing, and sales of precision metal parts, serving multiple downstream industries. It has mature MIM process capabilities applicable to humanoid robot parts manufacturing [24]. - In early 2025, the company extended into the humanoid robot industry and sent samples of micro - planetary roller screws to leading customers. As of September, it had sent samples to 5 industry leaders and started delivering other metal parts [25]. 3.2.4 Wuxi Zhenhua / Xizhen Convertible Bond - The company is deeply involved in the automotive parts industry, with main business segments including stamping parts, sub - assembly processing, mold, and selective precision electroplating [27]. - New - energy customers such as Tesla, Li Auto, and Xiaomi provide new growth opportunities. In H1 2025, the sub - assembly processing business increased by 16.65% year - on - year [28]. - The precision electroplating business has high gross margins. In September, the company obtained environmental assessment approvals for new projects, which will open up new business areas in the new - energy field [28]. 3.2.5 Xingrui Technology / Xingrui Convertible Bond - Xingrui Technology is a precision component manufacturing and R & D enterprise focusing on new - energy vehicle electrical systems, intelligent terminals, and consumer electronics, providing customized solutions for high - end customers [30]. - In H1 2025, the company's server business won multiple new project approvals, expanding its product portfolio. In July 2025, it established a strategic partnership with Green Cloud Map for R & D and production of liquid - cooled server - related products [30].

Core Insights - As of October 17, a total of 84 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more [1] - The stocks with the longest streak of net buying are Kaisheng Technology and Jianyou Co., both of which have seen net buying for 10 consecutive trading days [1] - Other notable stocks with significant net buying days include Wuxi Zhenhua, Jintou Chengkai, Zhucheng Technology, Lianyu Co., Yongmaotai, Yan'ao Co., Aohua Endoscopy, and Kesi Technology [1]