（文章来源：证券日报） 证券日报网讯 12月16日，威迈斯在互动平台回答投资者提问时表示，公司一直积极巩固拓展境内市场 份额并开拓更多境内外客户，目前公司客户涵盖了理想汽车、零跑汽车、小鹏汽车等造车新势力整车 厂；上汽集团、吉利汽车、长安汽车、奇瑞汽车、长城汽车等众多知名车企；上汽通用、上汽奥迪等合 资品牌以及Stellantis集团、雷诺、阿斯顿马丁、法拉利等海外知名车企。其他客户情况目前基于保密规 定不便透露。 ...

Market Overview - The Shanghai Composite Index closed at 3884.93 points, with a slight decline of -0.11% [1] - The total trading volume of A-shares reached 1,198.5 billion yuan [1] Stocks with Death Cross - A total of 88 A-shares experienced a death cross, where the 5-day moving average fell below the 10-day moving average [1] - Notable stocks with significant distance between the 5-day and 10-day moving averages include: - Chuling Information (300250) with a distance of -1.55% [1] - Rongji Software (002474) with a distance of -1.40% [1] - Changyuan Donggu (603950) with a distance of -1.25% [1] Individual Stock Performance - Chuling Information (300250) saw a decline of -6.37% with a trading turnover rate of 11.94% [1] - Rongji Software (002474) decreased by -1.83% with a turnover rate of 10.53% [1] - Changyuan Donggu (603950) fell by -1.09% with a turnover rate of 0.41% [1] - Other notable declines include: - Shenhua A (000020) down -2.80% [1] - Sunshine Power (300274) down -3.41% [1] - Aide Biological (300685) down -3.43% [1] Additional Stock Data - Stocks with minor declines include: - Yitian Intelligent (300911) down -0.86% [2] - Hanrui (300618) down -1.70% [2] - Yinghe Technology (300457) down -3.03% [2] - Stocks with slight increases include: - Jinfatech (600143) up 0.67% [2] - Degoo (300950) up 0.13% [2]

威迈斯11月27日大宗交易平台出现一笔成交，成交量6.50万股，成交金额208.46万元，大宗交易成交价 为32.07元。该笔交易的买方营业部为兴业证券股份有限公司上海锦康路证券营业部，卖方营业部为中 信证券股份有限公司总部(非营业场所)。 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为1099.22万元。 （文章来源：证券时报网） 两融数据显示，该股最新融资余额为2.43亿元，近5日增加549.91万元，增幅为2.32%。 据天眼查APP显示，深圳威迈斯新能源(集团)股份有限公司成立于2005年08月18日，注册资本 41918.8098万人民币。（数据宝） 11月27日威迈斯大宗交易一览 | | | | 海锦康路证券营业部 | 总部(非营业场所) | | --- | --- | --- | --- | --- | | 成交量 （万 股） 6.50 | | | | | | 成交金额 （万元） 208.46 | | | | | | 32.07 | 成交价 格 （元） | | | | | | | 相对当日收盘 折溢价（%） 0.00 | | | | | | | 买方营业部 兴业证券股份有限公司上 ...

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额[万元) 成交量( *) 买入营业部 | | 卖出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | | 025-11-27 | 威迈斯 | 688612 | 32.07 208.46 6.5 | 送出任落機設嘉理 | 去筒是香料盤型 | кар | 11月27日，威迈斯大宗交易成交6.5万股，成交额208.46万元，占当日总成交额的3.42%，成交价32.07 元，较市场收盘价32.07元持平。 ...

威迈斯11月26日大宗交易平台出现一笔成交，成交量6.50万股，成交金额206.51万元，大宗交易成交价 为31.77元。该笔交易的买方营业部为兴业证券股份有限公司上海锦康路证券营业部，卖方营业部为中 信证券股份有限公司总部(非营业场所)。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为890.76万元。 证券时报·数据宝统计显示，威迈斯今日收盘价为31.77元，下跌0.09%，日换手率为0.63%，成交额为 5067.02万元，全天主力资金净流入173.87万元，近5日该股累计下跌1.88%，近5日资金合计净流出 956.03万元。 （文章来源：证券时报网） 两融数据显示，该股最新融资余额为2.43亿元，近5日增加501.19万元，增幅为2.11%。 据天眼查APP显示，深圳威迈斯新能源(集团)股份有限公司成立于2005年08月18日，注册资本 41918.8098万人民币。（数据宝） 11月26日威迈斯大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 ...

Core Viewpoint - The company is currently focusing on the electric vehicle industry, emphasizing both vertical product development and horizontal service expansion [1] Group 1 - The company is conducting in-depth exploration of its existing product lines while continuously upgrading and iterating on its research and development [1] - The company aims to leverage its vehicle-mounted power supply technology advantages to enrich its product categories [1] - The company is also looking to broaden the downstream application areas of its products [1]

Group 1 - The company is advancing the research and industrialization of electric vehicle wireless charging systems and related products based on current market demand [1] - The company aims to enrich its core technology and product system while continuously enhancing technological innovation [1]

Core Insights - The report highlights a significant growth in electric vehicle (EV) sales across nine European countries in October 2025, with a total of 257,000 new energy vehicles sold, representing a year-on-year increase of 38.7% and a penetration rate of 31.5%, up by 7.7 percentage points [1][2] Summary by Region - **Germany**: In October 2025, BEV sales reached 52,000 units, up 47.7% year-on-year, while PHEV sales were 31,000 units, up 60.0%. Germany plans to restart its EV subsidy program in January 2026, which is expected to support sales [2][3] - **United Kingdom**: BEV sales in October 2025 were 37,000 units, a 23.6% increase year-on-year, and PHEV sales were 18,000 units, up 27.2%. The UK has resumed EV subsidies and is under pressure from ZEV assessment targets, which may lead to continued sales growth [2][3] - **France**: Following the implementation of the social leasing plan on September 30, 2025, BEV sales surged to 34,000 units in October, marking a 63.2% year-on-year increase and achieving a record penetration rate of 24.4% [3] - **Italy**: In October 2025, BEV sales were 6,000 units, up 25.1%, while PHEV sales reached 10,000 units, a significant increase of 128.6%. The EV subsidy in Italy was officially launched on October 22, which is expected to boost future sales [3] - **Spain**: Spain saw BEV sales of 9,000 units in October 2025, a remarkable increase of 90.1%, and PHEV sales of 13,000 units, up 145.6%. The country has experienced rapid growth in EV sales since the beginning of 2025 [3] Investment Recommendations - The report suggests investment opportunities in lithium batteries, lithium materials, battery structural components, power/electric drive systems, automotive safety components, and charging infrastructure, with specific companies recommended for each category [4]

Core Insights - On November 19, Weimars experienced a decline of 1.82% with a trading volume of 52.34 million yuan, indicating a negative market sentiment towards the company [1] - As of September 30, Weimars reported a revenue of 4.597 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 5.45%, while the net profit attributable to shareholders increased by 43.64% to 425 million yuan [2] Financing and Trading Activity - On November 19, Weimars had a financing buy-in amount of 4.2412 million yuan and a financing repayment of 4.9502 million yuan, resulting in a net financing buy of -0.7090 million yuan [1] - The total financing and securities balance for Weimars reached 237 million yuan, which accounts for 2.90% of its market capitalization, indicating a relatively high financing balance compared to the past year [1] - In terms of securities lending, Weimars repaid 2,000 shares on November 19, with no shares sold, and the remaining securities lending balance was 43.10 million yuan, which is below the 20th percentile of the past year [1] Shareholder and Dividend Information - As of September 30, Weimars had 6,974 shareholders, a decrease of 7.20% from the previous period, while the average number of circulating shares per shareholder increased by 7.92% to 36,467 shares [2] - Since its A-share listing, Weimars has distributed a total of 511 million yuan in dividends [3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the eighth largest shareholder, having newly acquired 9.2115 million shares [3]

Investment Rating - The industry investment rating is "Overweight" [8] Core Insights - The vehicle power supply market is expected to grow significantly, with a projected global market size of 64.8 billion yuan by 2027, reflecting a CAGR of 19% from 2024 to 2027. The demand is driven by the increasing penetration of new energy vehicles and the adoption of 800V platforms [6][58] - Leading manufacturers are expected to expand into the AIDC server power supply market, leveraging their existing technologies and capabilities [7][62] - The competitive landscape is characterized by a high concentration of market share among top players, with the top 10 manufacturers holding over 90% of the market [6][71] Summary by Sections 1. Market Growth Drivers - The growth of the new energy vehicle market is a key driver, with domestic sales expected to reach 1.63 million units by 2025, contributing to the vehicle power supply market's expansion [11][58] - The introduction of 800V models is anticipated to enhance market dynamics, with a projected penetration rate of 15% by 2025 [51][58] 2. Competitive Landscape - The market is dominated by third-party suppliers, with a stable competitive structure where the top 10 manufacturers maintain a market share exceeding 90% [6][71] - Major manufacturers are focusing on automation and supply chain advantages to strengthen their market positions [6][11] 3. Technological Trends - Vehicle power supplies are evolving towards higher power density, efficiency, and integration, with a shift towards using GaN and SiC materials for improved performance [19][34][41] - The architecture and technology paths of vehicle power supplies and AIDC server power supplies are similar, allowing vehicle power supply manufacturers to potentially enter the AIDC market [62][65] 4. Key Players - Recommended companies for investment include Weimais and Fute Technology, with additional attention on Xinyi Technology, United Power, and Yingboer [7][11]