Group 1 - The automotive parts industry in A-shares is experiencing a boom with multiple companies receiving significant orders, driven by the rapid growth of the electric vehicle sector [1][4] - Domestic automotive parts manufacturers are increasingly chosen as designated suppliers by automakers to ensure supply chain stability, reflecting advancements in technology and product quality [1][2] - Zhejiang Tiancheng and Zhejiang Jingu have received designated orders for projects with significant production volumes and long lifecycles, indicating strong demand in the market [1][2] Group 2 - Ningbo Jifeng has secured a new project in the seat system sector, with a total project value of 2.52 billion yuan and a five-year lifecycle, enhancing the company's order reserve and capacity utilization [2] - The majority of designated projects disclosed by automotive parts companies are related to new energy vehicles, highlighting the sector's growth potential [3] - The retail sales of passenger vehicles in China reached 1.93 million units in May, with new energy vehicles accounting for over 1.05 million units, reflecting a strong recovery and increasing market penetration [4]

Group 1: Company Overview - The company does not sell AEB products separately but achieves AEB functionality through line control braking products, which began mass production in 2024 with a low sales proportion [2] - The main production bases are located in Xiaoshan, Anhui Guangde, and Huzhou Anji, with additional bases in Liuzhou, Guangzhou, and Changchun, and a project in Morocco underway [2] Group 2: Financial Performance - The increase in gross margin is attributed to the growth in domestic automobile sales and new international market projects, leading to scale effects and continuous optimization of product structure [3] - The company maintains a high capacity utilization rate, with production levels dependent on vehicle sales [3] Group 3: Future Business Development - Future growth points include expanding market coverage and promoting new automotive electronic systems, aiming for more projects [3] - The company plans to leverage its market resources and brand influence to accelerate the expansion of electronic products in overseas markets, targeting global procurement platforms like General Motors and STELLANTIS [3]

Group 1: Company Overview - Asia Pacific Shares - Asia Pacific Shares has been focused on the automotive brake system industry since its establishment in 1979, serving well-known automotive clients such as Geely, Changan, and Great Wall [1] - The company has three main production bases in Xiaoshan, Anhui Guangde, and Huzhou Anji, with additional production bases in Liuzhou, Guangzhou, and Changchun, and is advancing a production base project in Morocco [1] - The increase in gross profit margin is attributed to the growth in domestic automobile sales, the ramp-up of new international projects, product structure optimization, and internal cost reduction and efficiency improvements [1] - The company maintains a high capacity utilization rate and plans to increase production lines and expand capacity based on market sales of designated projects [1] - The proportion of products supporting new energy vehicles is increasing annually, with offerings including basic brake systems, automotive electronics, brake-by-wire, and hub motors [1] Group 2: Company Overview - Fulei New Materials - Fulei New Materials introduced its second-generation flexible tactile sensors, which feature true flexibility, full-surface tactile perception coverage, and three-dimensional force sensing, applicable in precision manufacturing, medical rehabilitation, service robots, and industrial automation [2] - The three-dimensional force technology enables robots to perform complex operations and judgments, giving Fulei a competitive edge over domestic peers in achieving full tactile coverage and three-dimensional force perception [2] - The team has rapidly expanded to include 8 PhDs and 30 technical personnel, along with the recruitment of algorithm experts and business development leaders [2] - The company is open to both internal and external merger and acquisition opportunities, focusing on flexible sensors, consumer electronics, and water-based environmentally friendly packaging [2] Group 3: Institutional Overview - The institution is a new generation investment bank and global asset management organization, established by well-known entrepreneurs and experienced financial professionals in China [3] - The management team possesses extensive experience in financial product development and professional asset allocation capabilities [3] - The company has established and manages multiple private investment funds and has a global asset management research center [3] - The capital market research team has nearly ten years of securities investment experience, maintaining a proactive management style through various market cycles [3]

Group 1: Company Overview - The company has been focused on the automotive brake system industry since its establishment in 1979, accumulating a broad customer base including major automotive manufacturers such as Geely, Changan, and SAIC [2][4] - The sales network covers both domestic and international markets, exporting to regions including North America, Europe, and the Middle East, and has entered procurement platforms of companies like Volkswagen and Honda [2][4] Group 2: Product Supply and Production Bases - The company supplies brake and electronic products to Leap Motor and is actively promoting new products and technologies to secure more projects [4][5] - Production bases are located in Xiangshan, Anhui, and Huzhou, with additional bases in Liuzhou, Guangzhou, and Changchun to support local automotive assembly [4][5] Group 3: Financial Performance and Strategy - The gross profit margin has improved due to increased domestic automotive sales and new international projects, alongside ongoing product structure optimization and cost reduction efforts [5][6] - The company faces annual price reduction pressures from automotive manufacturers and plans to optimize product structure and enhance internal management to address these challenges [6][8] Group 4: Capacity and Market Trends - Current production capacity utilization is high, with production levels dependent on vehicle sales; the company will expand production lines based on market demand [8][9] - The proportion of products supplied to new energy vehicles is increasing annually, aligning with the growth trends of downstream electric vehicle manufacturers [9][10] Group 5: Future Growth and Development - Future growth points include expanding market coverage, promoting new automotive electronic systems, and striving for more projects in both joint ventures and mainstream independent brands [10] - The Moroccan production base project is progressing steadily [10]

Core Viewpoint - Asia-Pacific Holdings (002284.SZ) has received a new project notification from a major domestic automotive group to supply integrated brake control modules (IBS onebox) for a new energy vehicle, with a total sales amount of approximately 200 million yuan over the project's lifecycle [1][3]. Group 1: Project Notifications and Financial Impact - The company has secured three project notifications in 2025, with a cumulative sales amount of about 2 billion yuan [2][5]. - The latest project is expected to start mass production in the first quarter of 2026, with a lifecycle of four years [3]. - The project signifies the recognition of the company's electronic product development capabilities and quality, enhancing its market competitiveness in the new energy vehicle sector [3]. Group 2: Financial Performance and Growth - In the first quarter of 2025, the company reported revenue of 1.258 billion yuan, a year-on-year increase of 23.15%, and a net profit of 100 million yuan, up 65.35% [2][8]. - The gross profit margin reached 19.11% in the first quarter of 2025, marking the highest level since the company went public in 2009 [9]. - The company has maintained steady growth in recent years, with a revenue of 4.26 billion yuan in 2024, a 9.96% increase year-on-year, and a net profit of 213 million yuan, up 119.62% [7][8]. Group 3: Research and Development - The company has a strong focus on research and development, with R&D expenditures of 237 million yuan in 2023 and 315 million yuan in 2024, representing 6.11% and 7.40% of revenue, respectively [7]. - As of the end of 2024, the company held 766 valid patents, including 134 invention patents [7]. - The number of R&D personnel reached 367, accounting for 13.23% of the total workforce [7].

Core Points - Zhejiang Apac M&E Co., Ltd. announced a profit distribution plan for the year 2024, proposing a cash dividend of 0.5 RMB per 10 shares, totaling approximately 36.96 million RMB [1][2] - The record date for the dividend distribution is set for June 10, 2025, with the ex-dividend date on June 11, 2025 [1][2] Profit Distribution Details - The total share capital of the company is 739,100,348 shares, and the cash dividend will be distributed to all shareholders [1] - The cash dividend will be subject to different tax rates for various types of shareholders, with specific provisions for Hong Kong investors and domestic investors [1][2] Shareholder Information - The distribution will be made to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, as of the record date [2] - Shareholders can expect the cash dividends to be directly credited to their accounts through their securities companies on the ex-dividend date [2]

证券代码：002284 证券简称：亚太股份 公告编号：2025-028 浙江亚太机电股份有限公司 2024 年度权益分派实施公告 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。 3、本次实施的权益分派方案距离公司 2024 年度股东大会审议通过的时间未 超过两个月。 二、本次利润分配方案 本公司 2024 年年度权益分派方案为：以公司现有总股本 739,100,348 股为基 数，向全体股东每 10 股派 0.500000 元人民币现金（含税；扣税后，通过深股通 持有股份的香港市场投资者、境外机构（含 QFII、RQFII）以及持有首发前限售 股的个人和证券投资基金每 10 股派 0.450000 元；持有首发后限售股、股权激励 限售股及无限售流通股的个人股息红利税实行差别化税率征收，本公司暂不扣缴 个人所得税，待个人转让股票时，根据其持股期限计算应纳税额【注】；持有首 发后限售股、股权激励限售股及无限售流通股的证券投资基金所涉红利税，对香 港投资者持有基金份额部分按 10%征收，对内地投资者持有基金份额部分实行差 别化税率征收）， 【注：根据先进 ...

亚太股份（002284）公告，公司近日收到国内某大型汽车集团的定点通知，将为该客户某款新能源车型 提供集成制动控制模块(IBS onebox)产品。根据客户规划，项目生命周期4年，预计将于2026年一季度开 始量产，生命周期销售总金额约为2亿元。该项目定点标志着公司电子产品的开发实力和质量品牌得到 了客户的认可，有利于公司开拓新能源汽车市场。预计对公司本年度的收入及利润水平暂无重大影响。 ...

证券代码：002284 证券简称：亚太股份 公告编号：2025-027 二、对上市公司的影响 该项目的定点标志着公司电子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，预计对公司本 年度的收入及利润水平暂无重大影响。 三、风险提示 该项目预计于 2026 年一季度开始量产，整个项目的生产周期较长，市场情 况存在不确定性，量产时间存在不确定性。本公告中所述预计金额系公司根据客 户提供的预计产量结合预计单价计算而得，实际供货量可能会受到整车企业量产 浙江亚太机电股份有限公司 关于收到新能源汽车定点通知的公告 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。 一、项目定点通知的概况 浙江亚太机电股份有限公司（以下简称"公司"）于近日收到国内某大型汽 车集团（限于保密要求，无法披露其名称，以下简称"客户"）的定点通知，公 司将为该客户某款新能源车型提供集成制动控制模块（IBS onebox）产品。 根据客户规划，上述项目生命周期 4 年， ...

证券代码：002284 证券简称：亚太股份 公告编号：2025-026 浙江亚太机电股份有限公司 本次保荐代表人变更不会影响中泰证券对公司的持续督导工作，亦不会对 公司的生产经营活动造成风险和影响。公司董事会对张华阳先生担任公司保荐 代表人期间所做出的贡献表示衷心感谢！ 特此公告。 浙江亚太机电股份有限公司董事会 二〇二五年五月二十九日 附件：王小星先生简历 王小星，男，中泰证券股份有限公司投资银行业务委员会副总裁，保荐代 表人，具有法律职业资格。曾先后参与光莆股份 IPO、火炬电子 IPO、浔兴股 份非公开、兴业科技非公开、博彦科技可转债、天铁股份向特定对象发行股票 等项目。 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。 浙江亚太机电股份有限公司（以下简称"公司"）于近日收到中泰证券股 份有限公司（以下简称"中泰证券"）出具的《关于变更浙江亚太机电股份有 限公司公开发行可转换公司债券并上市项目持续督导保荐代表人的报告》。 中泰证券作为公司公开发行可转换公司债券并在深圳证券交易所上市项目 的保荐机构，原指定仓勇先生、张华阳先生为该项目的签字保荐代 ...