电子产品，近几年来公司对吉利汽车的销售额增长较为明显， 公司也正在向吉利汽车其他品牌积极推广和洽谈公司的产品 和技术。 3、公司的角模块产品能介绍一下吗？ 答：公司近几年来深耕角模块技术，致力于提供全方位、系统 化的解决方案。这一解决方案集成了公司的轮毂电机、电子机 械制动（EMB）、主销转向系统、主动悬架以及底盘域控制器， 实现了车辆各系统的独立控制，颠覆了传统汽车的阿克曼转向 模式，赋予了车辆原地转向、横向移动等功能，极大地拓展了 车辆的应用场景，满足了用户对于个性化、定制化出行的需求。 为智能驾驶的普及奠定了坚实基础。 4、公司有 AEB 产品销售吗？ 证券代码：002284 证券简称：亚太股份 浙江亚太机电股份有限公司投资者关系活动记录表 编号：2025-006 | 投资者关系活动 | ☑特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | ☑现场参观 | | | □其他 （线上会议调研） | | 参与单位名称及 | 信达证券赵启政，民生加银基金董士萱，华福证券卢宇峰，开 | | 人员姓名 | 源证券赵旭杨 ...

Group 1 - Huawei automotive concept stocks rose by 2.18%, ranking fourth among concept sectors, with 138 stocks increasing in value [1][2] - Notable gainers included Haoen Electric, which hit a 20% limit up, and Tianqi Mould, Asia-Pacific Shares, and Mingke Technology, which also reached their daily limit [1] - The top gainers in the sector were Yongding Shares, Silver Wheel Shares, and Lihexing, with increases of 8.08%, 7.23%, and 6.72% respectively [1] Group 2 - The Huawei automotive concept sector saw a net inflow of 2.149 billion yuan, with 92 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflows [2] - Yongding Shares led the net inflow with 423 million yuan, followed by Tianqi Mould and Silver Wheel Shares with 407 million yuan and 332 million yuan respectively [2] - The net inflow ratios for Mingke Technology, Tianqi Mould, and Shenglong Shares were 39.04%, 33.46%, and 30.81% respectively, indicating strong investor interest [3]

Group 1 - Changan Automobile concept stock rose by 1.98%, ranking 7th in the concept sector, with 175 stocks increasing in value [1] - The top gainers in the sector included Haoen Automotive with a 20% limit up, Tianqimo, Yatai Co., and Qin'an Co. also hitting the limit up, with respective increases of 13.18%, 12.28%, and 10.24% [1] - The leading decliners were Shuanglin Co., Shaoneng Co., and *ST Weier, with declines of 4.04%, 2.48%, and 2.44% respectively [1] Group 2 - The Changan Automobile concept sector saw a net inflow of 1.122 billion yuan, with 102 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflows [2] - Tianqimo led the net inflow with 407 million yuan, followed by Yinlun Co., Landai Technology, and Yatai Co. with net inflows of 332 million yuan, 246 million yuan, and 170 million yuan respectively [2] Group 3 - In terms of net inflow ratios, Wan'an Technology, Tianqimo, and Shenglong Co. had the highest ratios at 47.84%, 33.46%, and 30.81% respectively [3] - The top stocks in the Changan Automobile concept sector by net inflow included Tianqimo with a 10.03% increase and a turnover rate of 19.42% [3][4] - Other notable stocks included Yinlun Co. with a 7.23% increase and a turnover rate of 10.97%, and Landai Technology with a 4.73% increase and a turnover rate of 20.24% [4]

证券代码：002284 证券简称：亚太股份 浙江亚太机电股份有限公司投资者关系活动记录表 编号：2025-005 1 答：公司目前暂未涉及机器人相关业务，但公司的线控制动、 EMB 等产品会使用到滚珠丝杠和无刷电机，公司的相关研究工 作正在积极推进中。 5、公司毛利率提升的原因主要有哪些？ 答：受益于国内汽车销量的增长及公司国际市场新项目的上 量，规模效应逐渐显现；同时公司持续优化产品结构，推动内 部降本增效、工艺优化等工作，有效提升制造能力，产品毛利 率同比提升，推动公司业绩稳步增长。 | 投资者关系活动 | ☑特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | ☑现场参观 | | | □其他 （线上会议调研） | | 参与单位名称及 人员姓名 | 东北证券李恒光、笪佳敏、周颖，东财证券安邦 | | 时间 | 年 月 日 2025 05 16 | | 地点 | 公司会议室 | | 上市公司接待人 | 副总经理、董事会秘书邱蓉 | | 员姓名 | 李琼婷 证券办 | | | 一、公司情况介绍 | | | 二、公司 ...

Group 1: Automotive Industry - The automotive supply chain sector in the A-share market experienced a surge, with multiple stocks hitting the daily limit up [2][4] - A new mandatory national standard for light vehicle automatic emergency braking systems (AEBS) has been drafted and is now open for public consultation, set to replace the existing standard by June 30, 2025 [3][4] - The new standard expands the requirement for AEBS to include not only passenger cars (M1 category) but also light commercial vehicles (N1 category), indicating a significant market shift [4][6] Group 2: Robotics Sector - The robotics concept stocks saw a notable increase, with companies like Greebo and Haon Electric hitting the daily limit up, and several others rising over 10% [9][10] - China Unicom announced a partnership with Huawei to launch a home robot product, indicating a growing interest in domestic robotics [10] - The domestic robotics industry is expected to enter a mass production phase by 2025, driven by advancements in data accumulation and hardware cost reductions [10] Group 3: Market Performance - The overall A-share market showed low volatility, with the Shanghai Composite Index down 0.52% and the Shenzhen Component Index slightly up by 0.08% [2] - In the Hong Kong market, NetEase saw a significant increase, with its stock price rising over 16% during the session [17][19]

Group 1: Market Overview - The 中证2000 index showed strong performance with over 20 constituent stocks hitting the daily limit up [2] - A-shares exhibited mixed results, with the 上证指数 down 0.52% and the 深证成指 up 0.08% [1] Group 2: Policy Impact - The implementation of a new mandatory national standard for light vehicle automatic emergency braking systems (AEBS) is underway, replacing the current voluntary standard [3] - This new standard requires all passenger vehicles to be equipped with AEBS, indicating a significant shift in the automotive market [3] Group 3: Company Performance - 豪恩汽电 (301488) reported a revenue of 1.408 billion yuan from its automotive intelligent driving perception systems in 2024, marking a year-on-year growth of 17.39% [6] - 万安科技 (002590) has developed a comprehensive solution based on AEBS and EBS for the intelligent driving sector [5][6] - 亚太股份 (002284) offers a full suite of solutions for AEBS, with key components including IBS, eBooste, and EMB [6] - 锐明技术 (002970) has successfully launched its self-developed AEBS products in domestic public transport and has exported its front-mounted AEBS products to Europe [6] - 万集科技 (300552) has its laser radar products applied in AEBS systems for certain automotive manufacturers [7] Group 4: Related Companies - Other companies involved in AEBS-related businesses include 强达电路 (301628), 保隆科技 (603197), 华域汽车 (600741), 中汽股份 (301215), and 德赛西威 (002920) [8]

亚太股份 20240514 亚太股份作为国内大型汽车制动系统制造商，主要受益于智能驾驶技术的发展。 公司的线控制动和电子驻车系统（EPB）产品预计今年（2025 年）销量将大 幅增长，主要来自各类经济型车型的智能化趋势。亚太股份的线控制动系统和 EPB 产品目前国产化率分别约为 35%，行业渗透率分别为 40%和 80%- 90%。公司去年（2024 年）的线控制动销量不到 2 万套，今年（2025 年） 预计增速较高；EPB 去年（2024 年）销量超过 100 万套，今年（2025 年） 也将有显著增长。 亚太股份在海外市场的布局情况如何？ 亚太股份正在加大海外市场布局，已获得两个大型全球客户的 EPB 订单，并洽 谈一些如线控制动系统（one box）、电子稳定控制系统（ESC）等项目定点。 这些全球客户项目稳定，总体体量较大。随着今年后半段到明年亚太在海外市 场放量，公司成长性将呈现国内外接力状态，有望实现高确定性增长。 • 当前亚太股份估值约 20 倍出头，考虑到其高成长性，投资吸引力仍然存 在，建议持续关注。 • 需关注全球汽车销量下行、海外客户进展不及预期以及原材料价格大幅上 涨等风险因素，这些 ...

车型上市情况及国际形势等因素影响，具有不确定性，公司会 尽力争取更多的客户和项目，感谢您的关注！ 证券代码：002284 证券简称：亚太股份 浙江亚太机电股份有限公司投资者关系活动记录表 编号：2025-004 投资者关系活动 类别 □特定对象调研 □分析师会议 □媒体采访 ☑业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （线上会议调研） 参与单位名称及 人员姓名 投资者网上提问 时间 2025 年 5 月 13 日 (周二) 下午 15:00~17:00 地点 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） 采用网络远程的方式召开业绩说明会 上市公司接待人 员姓名 1、董事、总经理施兴龙 2、董事、财务负责人孙华东 3、独立董事董晓敏 4、副总经理、董事会秘书邱蓉 投资者关系活动 主要内容介绍 投资者提出的问题及公司回复情况 公司就投资者在本次说明会中提出的问题进行了回复： 1、请问施总：咱们线性控制产品何时能放量。 答：您好，公司的线控制动产品目前已开始量产，公司已 于 2025 年 02 月 06 日披露了《 关于收到新能源汽车定点通知 的公告》，该项目预计将于 ...

证券代码：002284 证券简称：亚太股份 浙江亚太机电股份有限公司投资者关系活动记录表 编号：2025-003 投资者关系活动 类别 ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 ☑现场参观 □其他 （线上会议调研） 参与单位名称及 人员姓名 华安基金孔涛，甬兴证券王琎 时间 2025 年 05 月 12 日—13 日 地点 公司会议室 上市公司接待人 员姓名 副总经理、董事会秘书邱蓉 证券办 李琼婷 投资者关系活动 主要内容介绍 一、公司情况介绍 二、公司情况交流 1、公司毛利率提升的原因主要有哪些？ 答：受益于国内汽车销量的增长及公司国际市场新项目的上 量，规模效应逐渐显现；同时公司持续优化产品结构，推动内 部降本增效、工艺优化等工作，有效提升制造能力，产品毛利 率同比提升，推动公司业绩稳步增长。 2、公司目前给客户提供了哪些产品？ 答：公司作为一级零部件系统供应商可以为客户提供包括底盘 系统部件、汽车电子、线控制动以及轮毂电机等产品与技术， 公司的线控制动系统和线控转向可为整车智能化、自动驾驶提 供最佳的执行系统方案。 1 | | 3、公司能介绍一下角模块产品吗？ ...

Core Viewpoint - Zhejiang Asia-Pacific Electromechanical Co., Ltd. (hereinafter referred to as "Asia-Pacific Co.") is a key player in the automotive brake system industry, focusing on innovation, market expansion, and smart manufacturing while facing challenges such as intensified market competition and management issues [2][3][4][6][7]. Group 1: Company Overview - Asia-Pacific Co. was established in 1976 and is a national high-tech enterprise with capabilities in developing and producing advanced brake systems, including hydraulic ABS [2]. - The company has an annual production capacity of 3 million brake systems and 500,000 ABS systems, serving major domestic and international automotive manufacturers [2]. Group 2: Achievements - The company has a strong emphasis on technological innovation and R&D, with national-level research centers and a reputation for high-quality products in the domestic market [2]. - Asia-Pacific Co. has successfully expanded its market presence, establishing long-term partnerships with renowned automotive manufacturers and exporting products to North America, Europe, and Australia [3]. - The company is advancing smart manufacturing and industrial upgrades, having set up multiple intelligent production lines to enhance efficiency and product quality [4]. Group 3: Challenges - The automotive market is experiencing intensified competition, with numerous domestic and international parts manufacturers increasing their R&D and market efforts, impacting Asia-Pacific Co.'s market share [6]. - Internal management issues, such as deficiencies in information disclosure and internal controls, may pose compliance risks and affect sustainable development [7]. - Historical financial data indicates potential financial risks, including discrepancies in net asset calculations and challenges in capital operations and cost control, which could affect profitability [8]. - The company has faced regulatory issues, including significant discrepancies between forecasted and actual net profit figures, as well as potential insider trading and stock manipulation by executives [9].