Core Viewpoint - Asia Pacific Holdings has shown a positive performance in stock trading, with a slight increase in share price and notable trading volume, indicating investor interest and activity in the company [1]. Group 1: Financial Performance - For the first half of 2025, Asia Pacific Holdings reported a revenue of 2.602 billion yuan, representing a year-on-year growth of 29.75% [2]. - The net profit attributable to shareholders for the same period was 201 million yuan, reflecting a significant year-on-year increase of 92.12% [2]. Group 2: Shareholder and Market Activity - As of June 30, 2025, the number of shareholders for Asia Pacific Holdings increased to 54,500, marking a rise of 13.89% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 12.20% to 13,415 shares [2]. - On September 17, 2023, the company experienced a financing buy-in of 53.2451 million yuan, while the financing repayment was 53.6325 million yuan, resulting in a net financing outflow of 387,500 yuan [1]. Group 3: Business Overview - Asia Pacific Holdings, established on December 7, 2000, and listed on August 28, 2009, specializes in the development, production, and sales of automotive brake systems, electronic control systems, wheel motors, and drive-by-wire chassis systems [1]. - The revenue composition of the company includes 69.48% from automotive brake systems, 27.35% from automotive electronic control systems, and 3.17% from other sources [1]. Group 4: Dividend and Institutional Holdings - Since its A-share listing, Asia Pacific Holdings has distributed a total of 567 million yuan in dividends, with 111 million yuan distributed over the past three years [3]. - As of June 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 31.1001 million shares, an increase of 10.1723 million shares from the previous period [3].

Core Viewpoint - The smart driving sector is experiencing significant activity, with several companies seeing stock price increases following the release of a new government plan aimed at promoting growth in the automotive industry [1] Group 1: Market Activity - On September 15, companies such as Suoling Co., Shanzi Gaoke, and Asia-Pacific Co. reached their daily price limits, while Haima Automobile also saw a notable increase [1] - Other companies like Wanjitech, Luchang Technology, Desay SV, and Qianli Technology also experienced stock price rises [1] Group 2: Government Policy - On September 12, the Ministry of Industry and Information Technology, along with eight other departments, issued the "Automotive Industry Stabilization and Growth Work Plan (2025-2026)" [1] - The plan includes initiatives to advance the approval and road testing of intelligent connected vehicles, with conditional approval for the production of L3-level models [1]

Core Viewpoint - Asia-Pacific Holdings (002284.SZ) has secured a significant order from a leading domestic new energy vehicle manufacturer, marking a strong endorsement of its product capabilities and enhancing its market competitiveness [1][2]. Group 1: New Orders and Market Expansion - The company received a notification to supply brake caliper assemblies (with EPB) and front brake discs for a project with a lifecycle of four years, amounting to approximately 514 million yuan [1][2]. - Since 2025, Asia-Pacific Holdings has actively expanded its domestic and international markets, achieving a total of seven orders with a cumulative lifecycle sales amount of 4.194 billion yuan [1][2]. - The new orders encompass a variety of core braking system components and are expected to contribute significantly to the company's revenue and profit growth [3]. Group 2: Financial Performance - The company has demonstrated steady revenue growth from 2021 to 2024, with revenues increasing from 3.631 billion yuan to 4.260 billion yuan, and net profits rising from 43.9 million yuan to 213 million yuan, reflecting a growth rate of 385.19% [3]. - In the first half of 2025, the company reported revenues of 2.602 billion yuan, a year-on-year increase of 29.75%, and net profits of 201 million yuan, up 92.12% [3]. Group 3: Research and Development - Asia-Pacific Holdings has invested a total of 1.229 billion yuan in R&D from 2020 to the first half of 2025, resulting in 757 valid patents, including 149 invention patents [4][6]. - The company's total assets have grown from 5.539 billion yuan in 2020 to 7.523 billion yuan in the first half of 2025, marking a historical high with a year-on-year increase of 17.03% [6]. Group 4: Global Market Strategy - The company is actively pursuing a global strategy, with its products sold in various regions including North and South America, Europe, the Middle East, and Southeast Asia, and has entered procurement platforms of major global automotive brands [5].

Core Viewpoint - The company has been designated as a supplier for a major domestic new energy vehicle brand, marking a significant recognition of its product development capabilities and brand quality, which is expected to enhance its market competitiveness and facilitate entry into the new energy vehicle market [2] Group 1 - The project lifecycle is planned for four years, with an estimated total sales amount of approximately 514 million yuan, expected to commence mass production in the second quarter of 2027 [2] - The company indicated that the revenue and profit impact from this project on the current fiscal year is not expected to be significant, as annual income will depend on actual orders from the client [2] - The company has reported benefits from the growth in domestic automobile sales and the ramp-up of new international projects, leading to visible economies of scale [2] Group 2 - Continuous optimization of product structure and internal cost reduction efforts have effectively enhanced manufacturing capabilities, resulting in a year-on-year increase in product gross margin [2] - The company is focused on process optimization to drive steady performance growth [2]

Core Viewpoint - Zhejiang Asia-Pacific Electromechanical Co., Ltd. has been designated as a supplier for a major domestic new energy vehicle brand, marking a significant recognition of the company's product development capabilities and brand quality [1] Group 1: Project Details - The project involves the supply of rear brake caliper assemblies (with EPB) and front brake discs, with a lifecycle expected to last 4 years [1] - Production is anticipated to begin in the second quarter of 2027, with a total projected sales amount of approximately 514 million yuan [1] Group 2: Market Impact - This designation is expected to enhance the company's market competitiveness and facilitate its entry into the new energy vehicle market [1] - Annual revenue from the project will depend on actual orders from the client, indicating that there will be no significant impact on the company's revenue and profit levels for the current year [1] Group 3: Risks and Uncertainties - The notification does not guarantee actual procurement volumes, and the projected sales amount is based on estimated production and pricing, which carries uncertainties [1] - Factors such as the vehicle manufacturer's production schedule, market acceptance, competition, and macroeconomic conditions may affect actual supply volumes [1]

Core Viewpoint - The company has been designated as a supplier for a major domestic new energy vehicle brand, focusing on brake components, with a projected sales value of approximately 514 million yuan over a four-year lifecycle starting from Q2 2027 [1] Group 1 - The company received a notification from a leading domestic new energy vehicle manufacturer, which cannot be named due to confidentiality [1] - The company will supply brake caliper assemblies (with EPB) and front brake discs for the client's platform [1] - The project is expected to have a lifecycle of four years, with mass production anticipated to begin in the second quarter of 2027 [1]

Core Insights - Asia Pacific Holdings (002284.SZ) has received a designated notification from a leading domestic new energy vehicle manufacturer, confirming its role as a supplier for the brake caliper assembly (with EPB) and front brake disc products for a specific platform [1] - The project is planned to have a lifecycle of four years, with mass production expected to commence in the second quarter of 2027, and the total sales amount over the lifecycle is projected to be approximately 514 million yuan [1] Summary by Categories - **Company Announcement** - Asia Pacific Holdings has been selected as a supplier for a major new energy vehicle manufacturer [1] - The specific products include brake caliper assembly and front brake discs [1] - **Project Details** - The project lifecycle is set for four years [1] - Mass production is anticipated to start in Q2 2027 [1] - Total projected sales for the project are around 514 million yuan [1]

Core Insights - The company, Asia Pacific Holdings (002284.SZ), has received a designated notification from a leading domestic new energy vehicle manufacturer, confirming its role as a supplier for certain braking components [1] Group 1 - The company has been selected as the supplier for the rear brake caliper assembly (with EPB) and front brake disc products for the client [1] - The project is planned to have a lifecycle of four years, with mass production expected to commence in the second quarter of 2027 [1] - The total sales amount projected for the lifecycle of this project is approximately 514 million yuan [1]

本公司及董事会全体成员保证公告内容真实、准确、完整， 并对公告中的虚假记载、误导性陈述或者重大遗漏承担责任。 证券代码：002284 证券简称：亚太股份 公告编号：2025-051 浙江亚太机电股份有限公司 关于收到制动器及 EPB 项目定点通知的公告 根据客户规划，上述项目生命周期 4 年，预计将于 2027 年二季度开始量产， 生命周期销售总金额约为 5.14 亿元。 量产时间也存在不确定性。实际供货量可能会受到整车企业量产进程、市场接受 度、竞争车型上市情况及宏观经济等因素影响，具有不确定性。请广大投资者注 意投资风险。 特此公告。 一、定点通知概况 浙江亚太机电股份有限公司董事会 浙江亚太机电股份有限公司（以下简称"公司"）于近日收到国内某头部新 势力品牌主机厂（因保密性要求，无法披露其名称，以下简称"客户"）的定点 通知，公司被定为该客户某平台后制动钳总成（带 EPB）及前制动盘产品供应商。 二、对公司的影响 该项目的定点标志着公司产品的开发实力和质量品牌得到了客户的认可，进 一步巩固和提高了公司的市场竞争力，有利于公司开拓新能源汽车市场。项目量 产后，每年收入将根据该客户当年实际订单情况进行确认， ...

Core Insights - The company, Asia Pacific Holdings (002284.SZ), has received a designated notification from a leading domestic new energy vehicle manufacturer, confirming its role as a supplier for certain automotive components [1] - The project involves the supply of rear brake caliper assemblies (with EPB) and front brake discs, with a planned lifecycle of four years [1] - The expected start of mass production is set for the second quarter of 2027, with a total projected sales amount of approximately 514 million yuan [1] Company Summary - Asia Pacific Holdings has been selected as a supplier for a major automotive project, indicating a significant business opportunity [1] - The project is aligned with the growing demand for automotive components in the new energy vehicle sector [1] - The financial implications of this contract could positively impact the company's revenue over the next four years [1] Industry Context - The automotive industry, particularly in the new energy vehicle segment, is experiencing rapid growth, leading to increased demand for specialized components [1] - Partnerships with leading manufacturers in the industry are crucial for suppliers to secure long-term contracts and enhance market presence [1] - The projected sales from this contract reflect the ongoing investment and innovation within the automotive supply chain [1]