Group 1: New Energy Vehicle Industry - The China Securities New Energy Vehicle Industry Index (930997) increased by 0.39%, with key stocks like Defu Technology (301511) rising by 3.57% and Huayou Cobalt (603799) by 2.92% [1] - The National Development and Reform Commission and other departments announced plans to establish over 100,000 high-power charging facilities by the end of 2027, aiming for improved service quality and technology upgrades [1] - CITIC Securities forecasts that domestic electric vehicle sales will reach 16.52 million units in 2025, with a year-on-year growth rate of 15-22% expected in 2026 [2] Group 2: Photovoltaic Industry - The China Securities Photovoltaic Industry Index (931151) rose by 0.15%, with major stocks like Sungrow Power (300274) increasing by 1.62% [4] - The top ten weighted stocks in the photovoltaic index account for 55.39% of the total index, indicating a concentrated market [9] Group 3: Automotive Parts Industry - The China Securities Automotive Parts Theme Index (931230) increased by 0.29%, with stocks like Zhengmei Machinery (601717) rising by 2.51% [4] - The top ten weighted stocks in the automotive parts index represent 41.05% of the total index, highlighting key players in the sector [9] Group 4: New Materials Industry - The China Securities New Materials Theme Index (H30597) rose by 0.50%, with stocks like Yake Technology (002409) increasing by 4.58% [6] - The top ten weighted stocks in the new materials index account for 51.27% of the total index, showcasing significant contributors to the industry [10]

Group 1 - Daya Capital recently conducted research on WanFeng AoWei, a global leader in lightweight magnesium alloy deep processing [1] - WanFeng AoWei has a competitive advantage due to the cost-effectiveness of magnesium alloy components, which are used in various automotive parts, targeting domestic new energy manufacturers [1] - The company employs price-linked settlement and hedging tools to optimize procurement and inventory management, thereby reducing costs [1] - WanFeng Diamond Aircraft ranks among the top three global general aircraft manufacturers, contributing to the development of the domestic low-altitude economy [1] - The company is developing fixed-wing pure electric and hybrid aircraft, advancing commercialization in the eVTOL sector, and integrating resources from Volocopter to build urban air traffic systems [1] Group 2 - Daya Capital, established in June 2013 in Shenzhen, has built a global business network and provides professional asset management services to domestic and international investors [2] - The management team has over 20 years of experience in global financial markets, with nearly 50 professionals from diverse academic backgrounds [2] - Daya Capital has received over 30 industry awards, including four Golden Bull Awards, and has achieved an asset management scale exceeding 100 billion within its first three years [2] - The company focuses on quantitative investment technology and innovation in product and business models, advocating for scientific investment practices [2] - Daya Capital is committed to maintaining a sustainable financial ecosystem and has established the "Daya New Life Children's Fund" to explore sustainable public welfare models [2]

证券代码：002085 证券简称：万丰奥威 作为制造端的链主企业，万丰钻石在国内落地多款机型以满足 日益丰富的应用场景，同时助力供应体系的建设，培育国内产业链 发展；同时公司不断将海外通航飞机的发展经验引入国内，助力国 内低空经济的发展。 Q4：公司发展低空经济的产业优势 A：在产品布局方面，万丰飞机已经构建了"固定翼+无人机+ 垂直起降"多引擎驱动的全场景出行矩阵，实现了低空经济产业发 展的前瞻性和全面性布局，并成为全球范围内较为稀缺的具备全场 景布局的飞机制造企业。 在固定翼通航飞机领域，万丰钻石建立了成熟的飞机研发设计 管理体系，是欧洲为数不多的 EASA（欧洲民航局）批准的 DOA（飞 机设计组织）。在产业链布局方面，万丰钻石实现了关键零部件的 自主可控，在发动机、飞机机身机翼等核心零部件的设计生产环节 建立了领先的自主可控优势。在适航取证方面，万丰钻石具备满足 民航局对于通用飞机的适航论证标准和要求的能力。与此同时，万 丰钻石在安全飞行记录、品牌知名度、全球生产和销售网络等方面 具备优势。 浙江万丰奥威汽轮股份有限公司投资者关系活动记录表 | | ☑特定对象调研 □分析师会议 | | --- | - ...

Core Viewpoint - Wan Feng Ao Wei (万丰奥威) reported a slight increase in revenue for 2024, but a significant decline in net profit, indicating potential challenges in profitability despite stable sales growth [1][2]. Financial Performance - The company's operating revenue for 2024 was 16.26 billion yuan, a year-on-year increase of 0.35% compared to 2023 [1]. - The net profit attributable to shareholders was 653.31 million yuan, representing a decrease of 10.14% from the previous year [1]. - The net profit after deducting non-recurring gains and losses was 557.14 million yuan, down 12.74% year-on-year [1]. - Basic earnings per share were 0.32 yuan, reflecting an 8.57% decline compared to 2023 [1]. - The gross profit margin for 2024 was 16.53%, down 3.80 percentage points from the previous year [2]. - The net profit margin was 5.17%, a decrease of 1.21 percentage points year-on-year [2]. Cost Management - Total operating expenses for 2024 were 1.45 billion yuan, a reduction of 294 million yuan compared to the previous year [2]. - The expense ratio was 8.92%, down 1.84 percentage points from the previous year [2]. - Sales expenses decreased by 13.05%, management expenses fell by 8.60%, R&D expenses were down by 6.98%, and financial expenses saw a significant reduction of 65.50% [2]. Employee Statistics - The total number of employees at the end of 2024 was 10,283, a decrease of 291 employees or 2.75% compared to the end of the previous year [3][4]. Executive Compensation - The total compensation for directors, supervisors, and senior management in 2024 was 7.28 million yuan [5]. - Chairman Zhao Yahui received the highest salary at 1.34 million yuan, slightly down from 1.40 million yuan in 2023 [5]. Company Overview - Wan Feng Ao Wei specializes in lightweight automotive metal components, focusing on aluminum, magnesium alloys, and high-strength steel [6]. - The company was established on September 30, 2001, and went public on November 28, 2006 [6].

股票代码：002085 股票简称：万丰奥威 公告编号：2025-023 浙江万丰奥威汽轮股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 浙江万丰奥威汽轮股份有限公司（以下简称"公司"）2024年年度权益分派方案 已获2025年5月20日召开的2024年度股东大会审议通过，现将权益分派事宜公告如下： 一、股东大会审议通过权益分派方案等情况 配议案》：以公司总股本2,123,297,520股为基数，向全体股东每10股派发现金红利1.00 元（含税），共计212,329,752.00元，不送红股，不以资本公积转增股本。若在利润 分配方案实施前，参与利润分配的股份数因可转债转股、股份回购、股权激励行权、 再融资新增股份上市等原因而发生变化的，按照分配比例不变的原则对分配总额进 行相应调整。 二、本次实施的权益分派方案 （1）分红年度：2024年度 三、股权登记日与除权除息日 本次权益分派股权登记日为：2025年6月17日；除权除息日为：2025年6月18日。 四、权益分派对象 本次分派对象为：截止2025年6月17日下午深圳证券交易所收市后，在中国结算 ...

股票代码：002085 股票简称：万丰奥威 公告编号：2025-023 浙江万丰奥威汽轮股份有限公司 2024 年年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 浙江万丰奥威汽轮股份有限公司（以下简称"公司"）2024年年度权益分派方案 已获2025年5月20日召开的2024年度股东大会审议通过，现将权益分派事宜公告如下： 一、股东大会审议通过权益分派方案等情况 1、公司于2025年5月20日召开的2024年度股东大会审议通过了《2024年度利润分 配议案》：以公司总股本2,123,297,520股为基数，向全体股东每10股派发现金红利1.00 元（含税），共计212,329,752.00元，不送红股，不以资本公积转增股本。若在利润 分配方案实施前，参与利润分配的股份数因可转债转股、股份回购、股权激励行权、 再融资新增股份上市等原因而发生变化的，按照分配比例不变的原则对分配总额进 行相应调整。 2、自权益分派方案披露至实施期间，公司股本总额2,123,297,520股未发生变化。 3、本次实施权益分派方案与股东大会审议通过的分配方案一致。 ...

EQUITY RESEARCH 萬豐奧威 (002085 CH) 低空經濟蓄勢成長可期 中國 | 汽車零部件 | 公司報告 公司簡介 經過近 20 多年的內生發展+外延收購，萬豐奧威形成了汽車金屬部件輕量化產業和通 航飛機製造產業"雙引擎"驅動的發展格局，業務涵蓋 1）鋁合金輪轂，2）鎂合金汽車 壓鑄件，3）達克羅環保塗覆，4）通用航空飛機等四大業務部門板塊。公司在其多個 細分子行業領域處於行業領先地位。 投資概要： 無錫雄偉出表影響收入，通航業務減值計提影響盈利 受剝離無錫雄偉（高強度鋼衝壓件及其他金屬鑄件業務）影響，萬豐奧威 2024 年實現 營收 162.64 億元（人民幣，下同），同比僅增長 0.35%；受資產減值、商譽減值等因 素影響，歸母淨利潤同比下滑 10.14%至 6.53 億元。每股盈利 0.32 元，同比下降 8.6%。公司擬每股派發現金紅利 0.1 元，派息率 31.25%。 分業務部門看，公司汽車金屬部件輕量化業務實現收入 134.50 億元，同比增長 0.09%，占總收入比重 82.7%，小幅減少 0.21 個百分點，其中新能源汽車配套收入 32.8 億元；通航飛機業務實現營業收入 ...

Core Viewpoint - WanFeng Aviation aims to become a global leader in automotive metal parts lightweighting and general aviation innovation, focusing on the "big transportation" sector and adhering to a "dual-engine" development strategy [2] Group 1: Company Strategy and Developments - The company entered the general aviation sector by acquiring Diamond Aircraft in 2016-2017 and plans to enhance its eVTOL and drone capabilities by acquiring Volocopter's core assets by 2025 [2][3] - WanFeng Aviation has developed Diamond Aircraft into one of the top three manufacturers of piston fixed-wing general aviation aircraft, with 18 models and a global customer base [2] Group 2: eVTOL and Drone Solutions - The integration of Volocopter's assets will create a comprehensive travel matrix that includes fixed-wing aircraft, drones, and eVTOL solutions, capable of providing full-scenario solutions for manned and cargo transport within 1500 kilometers [3] - The eVTOL and drone product matrix will specifically address urban air mobility, intercity air transport, and other specialized applications, with models like Volocopter 2X and VoloCity targeting urban air travel [3] Group 3: Low-altitude Economy and Supply Chain - The low-altitude economy encompasses various dimensions, including infrastructure, manufacturing, and operational support, with the Yangtze River Delta region being a key area for technological innovation and manufacturing [4] - The company recognizes the current domestic low-altitude economy is in its early stages, with a reliance on foreign suppliers for core components, presenting an opportunity for domestic supply chain development [5]

股票代码：002085 股票简称：万丰奥威 公告编号：2025-022 浙江万丰奥威汽轮股份有限公司 2024 年度股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 重要提示： 1、本次股东大会无否决提案的情形； 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开情况 1、会议通知情况 4、会议召集人：公司董事会 5、会议方式：本次股东大会采取现场投票与网络投票相结合的方式 6、现场会议主持人：公司董事长赵亚红先生 二、会议出席情况 1、出席会议的总体情况 公司董事会于2025年4月29日在《证券时报》及巨潮资讯网（www.cninfo.com.cn） 上披露了召开本次股东大会的会议通知和审议事项。 2、会议召开时间： 现场会议召开时间：2025年5月20日下午14:30 网络投票时间： （1）通过深圳证券交易所交易系统投票时间为：2025年5月20日上午9:15-9:25、 9:30-11:30、下午13:00-15:00。 （2）通过互联网投票系统投票的具体时间为：2025年5月20日上午9:15至下午 15:00。 3、现 ...

万丰奥威 2024 年度股东大会法律意见书 国浩律师（杭州）事务所 国浩律师（杭州）事务所 关于浙江万丰奥威汽轮股份有限公司 2024 年度股东大会之 法 律 意 见 书 致：浙江万丰奥威汽轮股份有限公司（"贵公司"） 国浩律师（杭州）事务所（以下简称"本所"）接受贵公司的委托，指派本 所律师出席贵公司于 2025 年 5 月 20 日在浙江省新昌县万丰科技园召开的 2024 年度股东大会（以下简称"本次股东大会"），并依据《中华人民共和国公司法》 （以下简称"《公司法》"）、《上市公司股东会规则》（以下简称"《股东会 规则》"）等法律、行政法规、规范性文件及《浙江万丰奥威汽轮股份有限公司 章程》（以下简称"《公司章程》"）的规定，出具本法律意见书。 为出具本法律意见书，本所律师对贵公司本次股东大会所涉及的有关事项进 行了审查，查阅了本所律师认为出具本法律意见书所必须查阅的文件，并对有关 问题进行了必要的核查和验证。 贵公司已向本所承诺：贵公司向本所律师所提供的文件和所作陈述及说明是 完整的、真实的和有效的，有关原件及其上面的签字和印章是真实的，且一切足 以影响本法律意见书的事实和文件均已向本所披露，无任何隐 ...