近日，公司与中信银行股份有限公司芜湖分行（以下简称"中信银行芜湖分 行"）签订《最高额保证合同》，为全资子公司芜湖万联新能源汽车零部件有限 公司（以下简称"芜湖万联"）与中信银行芜湖分行所签署的形成债权债务关系 的一系列合同、协议以及其他法律性文件提供连带责任保证担保，担保金额为人 民币 3,000.00 万元，保证期间为自债务人依具体业务合同约定的债务履行期限届 满之日起三年，担保协议已签署。 证券代码：001282 证券简称：三联锻造 公告编号：2026-006 芜湖三联锻造股份有限公司 关于为全资子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、担保情况概述 芜湖三联锻造股份有限公司（以下简称"公司"、"本公司"或"三联锻造"） 于 2024 年 10 月 30 日召开第三届董事会第二次会议、第三届监事会第二次会议； 于 2024 年 11 月 28 日召开 2024 年第三次临时股东会，审议通过了《关于公司及 子公司 2025 年度向银行申请授信额度及对外担保事项的议案》，根据公司经营 计划的安排，为了满足公司日常生产经营和 ...

Investment Rating - The industry investment rating is "Overweight," indicating an expected outperformance of the industry index relative to the benchmark by more than 5% in the next six months [59]. Core Insights - The automotive parts sector saw a weekly decline of 6.20%, ranking 5th among the SW automotive indices, while the robot sector declined by 5.82%, with a year-to-date performance of -9.93% [2][15]. - The latest trading day PE (TTM) for the automotive parts sector is at the 70.62% historical percentile, and the PB (LF) is at the 64.82% historical percentile [24]. - The humanoid robot sector's trading heat has dropped to a historical low, with the latest PE (TTM) at the 22.34% percentile since 2025 [34]. Summary by Sections Automotive Parts Weekly Review - The automotive parts sector's performance this week was -6.20%, with a year-to-date performance of -7.28% [20][21]. - The sector's valuation metrics have decreased, with PE and PB ratios both declining since the beginning of 2026 [24]. - Key companies in the sector reported varied performance, with Fuyao Glass showing a revenue increase of 16.65% and a net profit increase of 24.20% for 2025 [52]. Humanoid Robot Weekly Review - The humanoid robot index declined by 5.82% this week, with a year-to-date decline of 9.93% [26]. - The trading volume and turnover rate for humanoid robots have reached historical lows, indicating reduced market activity [30]. - The latest PE (TTM) for the humanoid robot sector is at the 22.34% percentile, reflecting a significant drop in valuation [34]. Key Company Tracking - Notable companies include Fuyao Glass, which reported a revenue of 457.87 billion yuan and a net profit of 93.12 billion yuan for 2025, and Xinyuan Co., which reported a revenue increase of 17.04% but a net profit decrease of 16.54% [52]. - The top-performing stocks this week included Shuanghuan Transmission (+0.71%) and Songyuan Safety (+0.55%) [46]. Investment Recommendations - For the automotive parts sector, the report suggests focusing on product-oriented companies and those entering high-value segments to enhance ASP [54]. - In the robot sector, the report highlights the importance of technological synergies and manufacturing collaboration, recommending companies like Top Group and Junsheng Electronics [54].

证券代码：001282 证券简称：三联锻造 公告编号：2026-004 芜湖三联锻造股份有限公司 关于公司全资子公司投资建设高温合金叶片 产业化项目的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 根据《深圳证券交易所股票上市规则》和《公司章程》等有关规定，本次对 外投资事项未达到股东会审议标准，无需提交公司股东会审议，本项目投资建设 还需要办理立项、取得环评等审批手续。 本次投资不构成关联交易，不构成《上市公司重大资产重组管理办法》规定 的重大资产重组。 一、对外投资概述 公司全资子公司芜湖兆联汽车轻量化技术有限公司（以下简称"芜湖兆联"） 为实现产能升级与产品结构优化，提升核心竞争力和市场抗风险能力，经充分市 场调研，结合自身能力和优势，拟投资建设高温合金叶片生产线，主要生产燃气 轮机叶片及大型环形锻件、高端设备发动机叶片及大型环形锻件、其他大型环形 锻件等产品。本项目将依托现有技术优势及芜湖产业基础，借助各级政策扶持， 适配高端市场需求，推动企业升级。项目计划总投资额约人民币 4 亿元（最终项 目投资总额以实际投资为准），计划将在 3 年内投资完毕 ...

证券代码：001282 证券简称：三联锻造 公告编号：2026-005 芜湖三联锻造股份有限公司 第三届董事会第九次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 （一）审议通过了《关于公司全资子公司投资建设高温合金叶片产业化项 目的议案》 经与会董事审议，同意公司全资子公司芜湖兆联汽车轻量化技术有限公司投 资建设高温合金叶片产业化项目，认为本次投资是基于公司战略规划和经营发展 的需要。 具 体 内 容 详 见 公 司 同 日 于 指 定 信 息 披 露 媒 体 和 巨 潮 资 讯 网 （www.cninfo.com.cn）披露的《关于公司全资子公司投资建设高温合金叶片产业 化项目的公告》。 表决结果：同意 7 票，反对 0 票，弃权 0 票。 本议案无需提交公司股东会审议。 三、备查文件 第三届董事会第九次会议决议。 特此公告 一、董事会会议召开情况 芜湖三联锻造股份有限公司（以下简称"公司"）第三届董事会第九次会议通 知已于 2026 年 3 月 11 日以邮件方式送达全体董事，会议于 2026 年 3 月 16 日以 现场结合通讯表决方式在 ...

Investment Rating - The investment rating for the automotive industry is "Positive" (maintained) [1] Core Insights - The report highlights that with the global expansion of AI capital expenditure, the diesel generator segment is expected to benefit directly from the increased demand for AI data center construction (AIDC). The domestic supply chain is anticipated to achieve both volume and price increases due to the supply-demand imbalance in diesel generators [4][20] - The global diesel generator market is projected to reach approximately $22.6 billion by 2026, with overseas demand at $19.6 billion and domestic demand at $3 billion. This corresponds to a global demand of about 42,000 units, with overseas demand at 35,600 units and domestic demand at 6,600 units [24][25] Summary by Sections 1. Diesel Generators: Key Power Source for Data Centers - Diesel generators are a critical power source for data centers, typically comprising a system of "grid + UPS + diesel generators" to provide backup power during outages [9] 2. Demand: Higher Overseas than Domestic, with Significant Growth Potential in Domestic Market - The report indicates that global AI capital expenditure is expected to exceed $600 billion in 2026, a year-on-year increase of over 70%. Major companies like Google, Amazon, Meta, and Microsoft are significantly increasing their investments in AI infrastructure [15][17] - Domestic companies such as ByteDance, Alibaba, and Tencent are also optimistic about their AI capital expenditure plans for 2026, contributing to the overall demand for diesel generators [15][18] 3. Supply: Acceleration of Domestic Substitution, Price and Profitability Expected to Improve - The global diesel generator market is dominated by foreign companies like Cummins and Caterpillar, but their cautious expansion cycles have led to supply shortages. Domestic suppliers are expected to gain market share due to price and delivery advantages [27] - The average price of a single unit in the domestic market is close to 3 million yuan, with prices expected to rise continuously from 2024. The price of units using foreign engines has increased by about 20% [27]

Group 1 - The core point of the article is that Sanlian Forging has reported a total of 18,247 shareholders as of February 13, 2026 [2]

Group 1 - The core point of the article is that Sanlian Forging has reported a total of 18,719 shareholders as of February 10, 2026 [2]

Group 1 - The company held its eighth meeting of the third board of directors on February 5, 2026, with all seven directors present, and the meeting was deemed legal and effective [2][3][4] - The board approved the report on the use of previously raised funds as of September 30, 2025, which was prepared in accordance with relevant regulations and verified by an accounting firm [3][4][8] - The actual amount of funds raised was RMB 67,211.81 million after deducting issuance costs, with the funds received in May 2023 [8][9] Group 2 - The company has established a management system for the raised funds to ensure their proper use, and a tripartite supervision agreement was signed with banks and the sponsor [9][10] - As of September 30, 2025, the company had a remaining balance of RMB 7,416.86 million of the raised funds, accounting for 11.04% of the net amount raised [19][20] - The company has used part of the idle raised funds for cash management and temporarily supplemented working capital, with specific amounts and approvals documented [14][15][16][17] Group 3 - The company reported that the investment projects funded by the raised funds have not experienced significant changes, and the actual investment amounts are consistent with the commitments made [12][13][25] - The precision forging production line project and the high-performance forging line project have generated expected benefits, with specific profit commitments outlined [31][32] - The company has not encountered any situations where the cumulative realized benefits from the investment projects fell below 20% of the promised benefits [26][28]

证券代码：001282 证券简称：三联锻造 公告编号：2026-003 芜湖三联锻造股份有限公司 关于前次募集资金使用情况专项报告的公告 （截至 2025 年 9 月 30 日） 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 芜湖三联锻造股份有限公司（以下简称"公司"或"本公司"）于 2026 年 2 月 5 日召开 第三届董事会第八次会议，审议通过了公司截至 2025 年 9 月 30 日的《关于公司前次募 集资金使用情况报告的议案》，现将相关情况公告如下： 一、前次募集资金情况 （一）实际募集资金金额、资金到位时间 经中国证券监督管理委员会证监许可[2023]691 号文核准，公司于 2023 年 5 月向社 会公众公开发行人民币普通股（A 股）2,838.00 万股，每股发行价为 27.93 元，应募集 资金总额为人民币 79,265.34 万元，根据有关规定扣除发行费用 12,053.53 万元后，实际 募集资金金额为 67,211.81 万元。该募集资金已于 2023 年 5 月到账。上述资金到账情况 业经容诚会计师事务所容诚验字[2023]230 ...

前次募集资金使用情况鉴证报告 芜湖三联锻造股份有限公司 容诚专字[2026]230Z0040 号 容诚会计师事务所(特殊普通合伙) 中国·北京 目 录 | 序号 | 内 | 容 | 页码 | | --- | --- | --- | --- | | 1 | 前次募集资金使用情况鉴证报告 | | 1-2 | | 2 | 前次募集资金使用情况专项报告 | | 3-13 | 容诚会计师事务所（特殊普通合伙） 总所：北京市西城区阜成门外大街 22 号 1 幢 10 层 1001-1 至 1001-26 (100037) TEL:010-6600 1391 FAX:010-6600 1392 E-mail:bj@rsmchina.com.cn 前次募集资金使用情况鉴证报告 https://www.rsm.global/china/ 容诚专字[2026]230Z0040 号 芜湖三联锻造股份有限公司全体股东： 我们审核了后附的芜湖三联锻造股份有限公司（以下简称三联锻造）董事会 编制的截至 2025 年 9 月 30 日止的《前次募集资金使用情况专项报告》。 一、 对报告使用者和使用目的的限定 本鉴证报告仅供三联锻造为申请公 ...