| | 份 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 002644 | 佛慈制 | 10.06 | 4.83 | 9.04 | 9.52 | 5.33 | | | 药 | | | | | | | 688626 | 翔宇医 | 5.72 | 2.70 | 51.28 | 54.01 | 5.32 | | | 疗 | | | | | | | 002666 | 德联集 | 10.04 | 2.60 | 5.22 | 5.48 | 5.04 | | | 团 | | | | | | | 688648 | 中邮科 | 10.94 | 11.95 | 55.72 | 58.49 | 4.97 | | | 技 | | | | | | | 300878 | 维康药 业 | 13.01 | 6.18 | 22.86 | 23.98 | 4.92 | | 001368 | 通达创 | 7.45 | 17.53 | 24.62 | 25.83 | 4.91 | | | 智 | | | | | | | 300632 | 光莆股 | 4.61 | 8.83 | 1 ...

Core Conclusions - The 2026 automotive industry investment strategy emphasizes "breaking old and establishing new," suggesting that the industry is at a crossroads similar to 2011 and 2018, with the end of the electric vehicle (EV) boom and the rise of smart technology [2][3] - The report predicts a total domestic demand of 22 million vehicles in 2026, a decrease of 3.5% year-on-year, with new energy vehicle (NEV) sales expected to reach 13.2 million, an increase of 6.4% [2][10] - The commercial vehicle sector is expected to see a wholesale volume of 1.16 million units in 2026, with a slight increase of 1.5% year-on-year, while the bus sector is projected to maintain strong export growth [2][19] Passenger Vehicle Sector - The passenger vehicle sector is projected to experience a total sales volume of 22 million units in 2026, with NEV sales expected to reach 13.2 million units, reflecting a year-on-year growth of 6.4% [2][10] - The report highlights the impact of a 5% purchase tax on NEVs starting January 1, 2026, which is expected to support domestic demand [10] - Key investment opportunities include BYD and Jianghuai Automobile in the passenger vehicle sector [2][3] Commercial Vehicle Sector - The heavy truck segment is forecasted to have a wholesale volume of 1.16 million units in 2026, with domestic sales expected to decline by 5.5% to 770,000 units, while exports are projected to grow by 18.8% [2][15] - The bus sector is expected to see a total domestic sales volume of 81,000 units, with exports anticipated to grow by over 30% [2][19] Motorcycle Sector - The motorcycle industry is expected to achieve total sales of 19.38 million units in 2026, representing a year-on-year increase of 14%, with large-displacement motorcycles projected to grow by 31% [2][22] - Domestic sales of large-displacement motorcycles are expected to reach 430,000 units, while exports are projected to grow significantly [22] Investment Opportunities - The report identifies key investment opportunities across various segments, including Yutong Bus and King Long in the bus sector, and Spring Power and Longxin General in the motorcycle sector [2][3] - The focus on L4 RoboX investment opportunities highlights the importance of software over hardware in the autonomous driving sector, with recommended stocks including XPeng Motors and Horizon Robotics [2][3] Growth Trends - The report anticipates a continued focus on smart technology and robotics, with significant growth expected in the L4 RoboX industry and AIDC (Automated Identification and Data Capture) sectors [2][3] - The penetration rate of smart driving technology in new energy vehicles is expected to reach 40% by 2026, with a notable shift in chip supplier market shares [13][14]

| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 半年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 300076 | GQY视 | 13.08 | 10.52 | 6.56 | 7.35 | 12.05 | | | 讯 | | | | | | | 688711 | 宏微科 技 | 12.34 | 15.68 | 25.03 | 27.50 | 9.88 | | 605003 | 众望布 艺 | 9.98 | 1.76 | 23.70 | 25.78 | 8.75 | | 002766 | 索菱股 份 | 9.96 | 11.09 | 5.38 | 5.85 | 8.75 | | 920943 | 优机股 份 | 9.39 | 19.03 | 26.17 | 28.20 | 7.78 | | 688326 | 经纬恒 润 | 13.11 | 4.16 | 103.11 | 111.07 | 7.72 | | 000826 | 启迪环 境 | 9. ...

12月19日，A股三大指数集体反弹，智能驾驶、车路云等概念表现强势，相关ETF集体大涨，截至 13:32，港股通汽车ETF（159323）涨幅2.75%，智能车ETF（159888）涨幅1.9%，汽车零部件ETF （562700）涨幅1.87%，相关概念股浙江世宝、索菱股份等涨停，豪恩汽电涨超14%，经纬恒润-W涨超 12%，云意电气涨超10%。 （文章来源：每日经济新闻） 消息面上，工信部15日公布我国首批L3级有条件自动驾驶车型准入许可，标志着我国L3级自动驾驶从 测试阶段迈入商业化应用的关键一步。 信达证券表示，法规逐步完善，L3与高阶智驾逐步落地。当前国内关于智能网联汽车的法规持续完 善，行业发展环境逐步规范化。同时自主品牌加快智驾技术研发，行业智驾渗透率持续提升。 ...

MACD金叉信号形成，这些股涨势不错！ 交银国际指出，辅助驾驶功能已逐渐成为中国消费者购车决策的重要考量因素，部分车企已具备L3级 智驾方案和L3级车型量产能力。L3级自动驾驶法规的正式落地将成为2026年行业发展的关键催化剂， 值得重点跟踪。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 301488 | 豪恩汽电 | | 20.00 | 156亿 | 208.24 | | 920092 | 汉鑫科技 | 1 | 19.50 | 29.33 乙 | 35.16 | | 300446 | 航天智造 | 1 | 16.48 | 222亿 | 61.94 | | 300304 | 云意电气 | - | 13.01 | 104亿 | 49.17 | | 688326 | 经年恒润-1 1 | | 12.19 | 132亿 | 31.00 | | 300552 | 万集科技 | 1 | 10.14 | 66.90亿 | -8.62 | | 002204 | 大连重工 | 1 | 10.04 | 152亿 | ...

Group 1 - The core viewpoint of the news is that Jingwei Hengrun's stock has shown a significant increase in price and trading activity, indicating investor interest despite some net outflow of funds [1] - As of December 19, Jingwei Hengrun's stock price rose by 2.03% to 100.19 yuan per share, with a total market capitalization of 12.019 billion yuan [1] - The company has experienced a year-to-date stock price increase of 19.13%, with a recent 5-day increase of 6.97% and a 20-day increase of 11.32%, although it has seen a decline of 19.30% over the past 60 days [1] Group 2 - Jingwei Hengrun operates in the software development sector, specifically in vertical application software, and is involved in concepts such as flying cars and rail transportation [2] - For the period from January to September 2025, Jingwei Hengrun reported a revenue of 4.464 billion yuan, reflecting a year-on-year growth of 25.88%, while the net profit attributable to shareholders was -75.046 million yuan, showing an increase of 81.70% compared to the previous year [2] - As of September 30, 2025, the number of shareholders decreased by 6.09% to 6,719, while the average circulating shares per person increased by 6.49% to 13,400 shares [2]

Core Points - The Shanghai Composite Index closed at 3867.04 points, above the annual line, with an increase of 1.10% [1] - The total trading volume of A-shares reached 1.367165 trillion yuan [1] - A total of 74 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - The stocks with the highest deviation rates include Hanxin Technology (10.28%), Jiaying Pharmaceutical (8.17%), and Runpu Food (6.44%) [1] - Other stocks that just crossed the annual line include ST Qibu, Yinghuatech, and Jiangxi Changyun, which have lower deviation rates [1] Trading Data - The trading performance of selected stocks shows significant daily changes, with Hanxin Technology leading with a daily increase of 13.96% and a turnover rate of 26.99% [1] - Jiaying Pharmaceutical and Runpu Food also showed strong daily increases of 9.96% and 9.35%, respectively [1] Additional Stock Information - Other notable stocks with positive performance include Yongji Co. (7.50%), Kaiwang Technology (13.86%), and Chuanhuan Technology (7.57%) [1] - The table lists various stocks with their respective trading data, including daily change percentages, turnover rates, annual line prices, latest prices, and deviation rates [1][2]

北汽蓝谷、浙江世宝竞价涨停，云意电气、万集科技、莱赛激光高开超10%，索菱股份、经纬恒润、豪 恩汽电、中海达、锦江在线等涨幅靠前。 (本文来自第一财经) ...

证券代码：688326 证券简称：经纬恒润 北京经纬恒润科技股份有限公司 2025 年第一次临时股东会会议资料 2025 年 12 月 北京经纬恒润科技股份有限公司 2025 年第一次临时股东会会议资料 会议资料目录 | 2025 | 年第一次临时股东会会议须知 | 2 | | --- | --- | --- | | 2025 | 年第一次临时股东会会议议程 | 4 | | 2025 | 年第一次临时股东会会议议案 | 6 | | | 议案一：关于回购注销 年限制性股票激励计划部分激励对象所持已获 2023 | | | | 授但尚未解除限售的限制性股票的议案 | 6 | | | 议案二：关于变更注册资本、取消监事会、修改《公司章程》并办理审批机 | | | | 关变更登记的议案 | 9 | | | 议案三：关于修订、制定公司部分治理制度的议案 | 11 | | | 议案四：关于使用公积金弥补亏损的议案 | 13 | 1 北京经纬恒润科技股份有限公司 2025 年第一次临时股东会会议资料 北京经纬恒润科技股份有限公司 2025 年第一次临时股东会会议须知 为维护全体股东的合法权益，确保股东会的正常秩序和议事效率 ...

Group 1 - The core viewpoint of the news is the significant rise in the smart driving sector, driven by the recent approval of L3-level conditional autonomous driving vehicles in China, marking a transition from testing to commercial application [1] - The smart car ETF (159888) has shown a leading increase of 1% in the market, with key holdings such as Wanjie Technology, Zhejiang Sebao, and Suoling Co., Ltd. reaching their daily limit [1] - The Ministry of Industry and Information Technology announced the first batch of L3-level autonomous driving vehicle licenses, allowing two models to conduct road trials in designated areas of Beijing and Chongqing [1] Group 2 - According to China International Capital Corporation (CICC), the penetration rate of advanced autonomous driving is expected to gradually increase, with urban NOA penetration surpassing 15% and highway NOA exceeding 30% by September 2025 [1] - The smart car ETF closely tracks the CS Smart Car Index, with its constituent stocks primarily distributed across high-quality sectors such as electronics, computers, automobiles, and communications, showcasing a strong technological attribute [1] - The automotive parts ETF (562700) tracks the CSI Automotive Parts Theme Index, focusing on high-quality parts companies, with significant weight in automotive parts, automation equipment, and consumer electronics sectors [2]