9月16日，银轮股份涨6.37%，截至发稿，报38.59元/股，成交4.29亿元，换手率1.42%，总市值322.15亿 元。 湘财长弘灵活配置混合A（010076）基金经理为包佳敏。 资料显示，浙江银轮机械股份有限公司位于浙江省天台县福溪街道始丰东路8号，成立日期1999年3月10 日，上市日期2007年4月18日，公司主营业务涉及油、水、气、冷媒间的热交换器、汽车空调等热管理 产品以及后处理排气系统相关产品的研发、生产与销售。主营业务收入构成为：热交换器88.73%，其 他10.51%，贸易0.76%。 从基金十大重仓股角度 数据显示，湘财基金旗下1只基金重仓银轮股份。湘财长弘灵活配置混合A（010076）二季度增持1万 股，持有股数3万股，占基金净值比例为3.91%，位居第八大重仓股。根据测算，今日浮盈赚取约6.93万 元。 湘财长弘灵活配置混合A（010076）成立日期2020年9月24日，最新规模1196.29万。今年以来收益 28.91%，同类排名2810/8174；近一年收益52.4%，同类排名2927/7982；成立以来亏损11.58%。 截至发稿，包佳敏累计任职时间1年197天，现任基金资产 ...

Core Viewpoint - The China Automobile Industry Association has released an initiative to standardize payment practices between vehicle manufacturers and suppliers, aiming to enhance cooperation and promote high-quality development in the automotive industry [1][2]. Group 1: Initiative Details - The initiative emphasizes compliance with the "Regulations on Payment to Small and Medium-sized Enterprises," ensuring that large enterprises do not exploit their advantageous positions to harm suppliers' interests [1]. - Key aspects of the initiative include confirming order dates, timely delivery, and acceptance of goods, with manufacturers required to complete acceptance within three working days [1]. - Payment terms are set to a maximum of 60 calendar days from the date of delivery and acceptance, with provisions for concentrated reconciliation for continuous suppliers [1]. Group 2: Long-term Cooperation - The initiative advocates for establishing long-term and stable cooperative relationships, with contracts having a minimum validity period of one year [2]. Group 3: Market Impact - The automotive parts ETF closely tracks the CSI Automotive Parts Theme Index, benefiting from improved industry payment terms and cash flow, with an intraday increase of over 1.5% [3]. - The CSI Automotive Parts Theme Index includes 100 listed companies involved in various automotive components, reflecting the overall performance of the sector [3]. - As of August 29, 2025, the top ten weighted stocks in the index account for 41.54% of the total, including companies like Huichuan Technology and Fuyao Glass [3].

Core Points - Zhejiang Yinjia Automotive Parts Co., Ltd. has undergone a business change, including a name change to Zhejiang Yinjia Automotive Parts Co., Ltd. and the exit of Zhejiang Geely Holding Group Co., Ltd. from its shareholder list [1][1] - The company was established in June 2008, with a registered capital of 160 million RMB, and its business scope includes manufacturing automotive parts and accessories, as well as park management services [1][1] - Currently, the company is wholly owned by Yinlun Co., Ltd. (002126) [1]

天眼查App显示，9月9日，浙江银吉汽车零部件股份有限公司发生工商变更，企业名称变更为浙江银吉 汽车零部件有限公司，浙江吉利控股集团有限公司退出股东行列，同时部分高管发生变更。浙江银吉汽 车零部件有限公司成立于2008年6月，法定代表人为陈子强，注册资本1.6亿人民币，经营范围包括汽车 零部件及配件制造、园区管理服务等。股东信息显示，该公司现由银轮股份全资持股。 ...

Core Viewpoint - A leaked "research report" suggests that certain companies are Tier 1 suppliers for Tesla's humanoid robot, impacting their stock prices positively and negatively in the market [1][2]. Group 1: Stock Market Reactions - On September 10, stocks of companies like Sanhua Intelligent Control and Yinlun Co. saw slight declines, while ZheJiang RongTai rose by 6.47% [1]. - On September 11, the humanoid robot sector (886069) increased by 2.76%, with Sanhua Intelligent Control, Yinlun Co., ZheJiang RongTai, and Zhenyu Technology rising by 3.76%, 3.73%, 2.87%, and 0.68% respectively [1]. Group 2: Company Responses and Developments - Sanhua Intelligent Control stated they could not confirm their involvement in Tesla's supply chain due to confidentiality requirements [2]. - ZheJiang RongTai indicated that their humanoid robot projects are progressing well but could not disclose specific details due to confidentiality [2]. - Zhenyu Technology reported that their linear actuator modules have been validated by several well-known humanoid robot clients [2]. Group 3: Material Usage Insights - The leaked report claims that Tesla does not use PEEK materials but instead relies heavily on magnesium-aluminum alloys [4]. - Baowu Magnesium Industry mentioned that their supply of magnesium-aluminum alloy products for humanoid robots is currently limited [4]. Group 4: Shareholder Activities - ZheJiang RongTai has seen significant shareholder reductions, with major shareholders reducing their stakes between June and September [6]. - Despite the reductions, notable investors like Zhang Jianping have increased their holdings in ZheJiang RongTai [7]. - ZheJiang RongTai has been active in acquisitions and establishing new subsidiaries to enhance its robotics business [7].

Core Viewpoint - A new microfluidic structure called "manifold-microjet-serrated microchannel" has been developed, achieving a super high heat flux density of 3000 W/cm² for chip cooling, while reducing cooling power consumption to 0.9 W/cm², providing a significant advancement for next-generation high-performance chip thermal management [1] Company and Industry Summary - Over 30 liquid cooling concept stocks in the A-share market, with 7 stocks doubling in price this year, including Siquan New Materials (301489) with a price increase of over 365%, primarily focusing on liquid cooling modules [1] - Other notable stocks that have doubled in price include Dayuan Pump Industry (603757), Yingweik (002837), Feilong Co., Ltd. (002536), and Rongyi Precision [1] - Since the second half of the year, multiple liquid cooling concept stocks have attracted institutional research, including Feilong Co., Ltd., Yimikang (300249), Yinlun Co., Ltd. (002126), Lingyi Zhizao (002600), Suzhou Tianmai (301626), and Huafeng Aluminum (601702) [1] - From the perspective of institutional interest, 15 liquid cooling concept stocks have received attention from 3 or more institutions, with Yinlun Co., Ltd., Inspur Information (000977), and Yingweik receiving attention from over 20 institutions [1]

Core Viewpoint - A leaked research report suggests that certain companies are Tier 1 suppliers for Tesla's humanoid robot, impacting their stock prices and market perception [1][2]. Group 1: Stock Market Reactions - On September 10, stocks of companies like Sanhua Intelligent Control and Yinlun Co. experienced slight declines, while ZheJiang RongTai saw a 6.47% increase [1]. - The humanoid robot sector index rose by 2.76% on September 11, with Sanhua Intelligent Control, Yinlun Co., ZheJiang RongTai, and Zhenyu Technology showing respective gains of 3.76%, 3.73%, 2.87%, and 0.68% [1]. - Baowu Magnesium's stock hit the daily limit up, closing with a 4.88% increase on the same day [3]. Group 2: Company Responses and Developments - Sanhua Intelligent Control stated they could not confirm their involvement in Tesla's supply chain due to confidentiality requirements [2]. - ZheJiang RongTai has been involved in humanoid robot projects but has not disclosed specific collaborations with Tesla [2]. - Zhenyu Technology reported that their linear actuators have been validated by several well-known humanoid robot clients [2]. Group 3: Material Insights - The report indicated that Tesla does not use PEEK materials but instead relies heavily on magnesium-aluminum alloys for its humanoid robots [3]. - Baowu Magnesium confirmed that their supply of magnesium-aluminum alloy products to humanoid robot manufacturers is currently limited [3]. Group 4: Shareholder Activities - ZheJiang RongTai has seen significant shareholder reductions, with major shareholders reducing their stakes between June and September [5][6]. - Despite the reductions, notable investors like Zhang Jianping have increased their holdings in ZheJiang RongTai, becoming the sixth-largest shareholder [6]. - ZheJiang RongTai has been active in expanding its business, including acquiring a majority stake in a precision machinery company and establishing a new subsidiary focused on robotics [6].

Core Viewpoint - A leaked research report suggests that certain companies are Tier 1 suppliers for Tesla's humanoid robot, impacting stock prices of related firms in the market [2][5]. Group 1: Companies Involved - The report identifies Top Group and Sanhua Intelligent Controls as the two main Tier 1 suppliers for Tesla's humanoid robot [5]. - Other companies like Zhejiang Rongtai, Zhenyu Technology, and Yinlun Co. are also considered potential Tier 1 suppliers, with their stock prices showing significant fluctuations [2][9]. Group 2: Stock Market Reactions - On September 10, stocks of Sanhua Intelligent Controls and Yinlun Co. experienced slight declines, while Zhenyu Technology dropped by 4.64%. In contrast, Zhejiang Rongtai's stock rose by 6.47% [2]. - Since 2025, stock price increases for Yinlun Co., Zhejiang Rongtai, and Zhenyu Technology have been 93%, 355%, and 198% respectively [11]. Group 3: Company Responses - Sanhua Intelligent Controls declined to comment on the report, citing confidentiality regarding client information [7]. - Zhejiang Rongtai has indicated that it is progressing well with humanoid robot projects but cannot disclose specific details due to confidentiality [7]. Group 4: Material Insights - The report claims that Tesla does not use PEEK material but instead relies heavily on magnesium-aluminum alloys for its humanoid robots [11]. - Baowu Magnesium Industry stated that their supply of aluminum-magnesium alloy products for humanoid robots is currently limited [11]. Group 5: Shareholder Activities - Recent shareholder activities at Zhejiang Rongtai show significant reductions in holdings by major shareholders, while notable investors like Zhang Jianping have increased their stakes [12][14]. - Zhejiang Rongtai has been active in expanding its business, including acquiring a majority stake in a precision machinery company and establishing a new subsidiary focused on robotics [14].

| 证券代码：002126 | 证券简称：银轮股份 | 公告编号：2025-070 | | --- | --- | --- | | 债券代码：127037 | 债券简称：银轮转债 | | 浙江银轮机械股份有限公司 关于为子公司担保事项的进展公告 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。 一、对外担保情况概述 2025 年 9 月 4 日，公司与中国农业银行股份有限公司荆州沙市支行签订《最高额保 证合同》，约定为控股子公司湖北美标汽车制冷系统有限公司融资业务提供担保，最高 担保金额不超过 5,000 万元，授信融资期限为 2025 年 9 月 4 日至 2026 年 9 月 3 日。湖 北美标汽车制冷系统有限公司的其他股东分别按持股比例为本次担保提供了反担保。 | 4 | 安徽银轮新能源热管理系统有限公司 | 5,000 | | --- | --- | --- | | 5 | 湖北美标汽车制冷系统有限公司 | 30,000 | | 6 | 天台振华表面处理有限公司 | 1,800 | | 7 | 朗信（芜湖）电气科技有限公司 | 9,761 | | 8 | ...

证券日报网讯银轮股份（002126）9月9日在互动平台回答投资者提问时表示，公司服务器液冷产品以及 机器人零部件产品开发和客户拓展有序推进中，部分品类已经获得客户订单。 ...