证券代码：002434 证券简称：万里扬 公告编号：2025-034 关于公司持股5%以上股东减持公司股份计划实施完成 暨实施结果的公告 浙江万里扬股份有限公司 公司股东陕西省国际信托股份有限公司（代表"陕国投·昌丰52号单一资金信 托"）保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 浙江万里扬股份有限公司（以下简称"公司"）于 2025 年 4 月 3 日披露了《关 于公司持股 5%以上股东减持股份的预披露公告》（2025-004），公司股东陕西省国 际信托股份有限公司（代表"陕国投·昌丰 52 号单一资金信托"）（以下简称"陕 国投·昌丰 52 号"），计划自上述公告披露之日起 15 个交易日后的 3 个月内（法律 法规禁止减持的期间除外），通过集中竞价交易方式和/或大宗交易方式减持公司股 份不超过 1968.9 万股（不超过公司总股本的 1.5%）。其中，通过集中竞价交易方式 减持股份总数不超过公司总股本的 1%。 公司于 2025 年 7 月 24 日收到陕国投·昌丰 52 号出具的《关于股份减持 ...

Core Viewpoint - The report outlines a significant reduction in shareholding by Shaanxi International Trust Co., Ltd., representing "Shan Guo Tou · Chang Feng No. 52 Single Fund Trust," in Zhejiang Wanliyang Co., Ltd., dropping below 5% ownership [1][5]. Group 1: Shareholding Changes - The information disclosure obligor reduced its shareholding from 79,000,000 shares (6.01859% of total shares) to 65,629,900 shares (4.99999% of total shares), marking a decrease of 13,370,100 shares [6][8]. - The reduction was executed through centralized bidding and block trading methods, with an average selling price of 7.90 RMB per share for 12,970,100 shares and 8.00 RMB per share for 400,000 shares [6][8]. - The reduction in shareholding was part of a planned divestment due to the obligor's funding needs, with a maximum of 1.5% of total shares intended to be sold within a specified timeframe [5][6]. Group 2: Future Plans - The information disclosure obligor has no current plans to increase or decrease its shareholding in the next 12 months beyond the disclosed reduction plan [5][8]. - The obligor has committed to adhering to relevant legal and regulatory requirements for any future shareholding changes [6][8]. Group 3: Company Information - Zhejiang Wanliyang Co., Ltd. is listed on the Shenzhen Stock Exchange under the stock code 002434 [1][4]. - Shaanxi International Trust Co., Ltd. was established on January 5, 1985, and operates various trust services, including asset management and financial advisory [4][5].

证券代码：002434 证券简称：万里扬 公告编号：2025-033 浙江万里扬股份有限公司 关于公司持股5%以上股东减持至5%以下暨权益变动 的提示性公告 公司股东陕西省国际信托股份有限公司（代表"陕国投·昌丰52号单一资 金信托"）保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： ）股东陕 一、股东减持情况 | | | 减持均价 | 减持股数 | 减持比例 | | | --- | --- | --- | --- | --- | --- | | 股东名称 | 减持方式 | 减持期间 | | | | | | | （元/股） | （股） | （%） | | | 陕西省国际信托股份 | 集中竞价交易 | 至2025年7月16 | 7.90 | 12,970,100 | 0.98813 | | 有限公司（代表"陕 | | 日 | | | | | 国投·昌丰52号单一 | 大宗交易 | 2025年5月13日 | 8.00 | 400,000 | 0.03047 | | 资金信托"） | | | | | ...

证券代码：002434 证券简称：万里扬 公告编号：2025-033 浙江万里扬股份有限公司 关于公司持股5%以上股东减持至5%以下暨权益变动 的提示性公告 公司股东陕西省国际信托股份有限公司（代表"陕国投·昌丰52号单一资 金信托"）保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 1、本次权益变动后，浙江万里扬股份有限公司（以下简称"公司"）股东陕 西省国际信托股份有限公司（代表"陕国投·昌丰 52 号单一资金信托"）（以下 简称"陕国投·昌丰 52 号"）持有公司股份 65,629,900 股，占公司当前总股本 的比例为 4.99999%，持股比例下降至 5%以下，不再是公司持股 5%以上股东。 2、本次权益变动属于股东在减持计划范围内减持股份，不触及要约收购。 3、本次减持股东不属于公司控股股东、实际控制人，本次权益变动不会导 致公司控制权发生变更，不会对公司持续稳定经营产生不利影响。 4、公司于 2025 年 4 月 3 日披露了《关于公司持股 5%以上股东减持股份的 预披露公告》（2 ...

浙江万里扬股份有限公司 简式权益变动报告书 上市公司名称：浙江万里扬股份有限公司 股票上市地点：深圳证券交易所 股票简称：万里扬 信息披露义务人名称：陕西省国际信托股份有限公司（代表"陕国投·昌丰 52 号单一资金信托"） 住所：陕西省西安市高新区科技路 50 号金桥国际广场 C 座 通讯地址：上海市浦东新区南泉北路 429 号泰康保险大厦 2803 室 股份变动性质：减少（持股比例降至 5%以下） 股票代码：002434 签署日期：2025 年 7 月 17 日 - 1 - 信息披露义务人声明 一、本报告书依据《中华人民共和国证券法》（以下简称"证券法"）、《上 市公司收购管理办法》（以下简称"收购办法"）、《公开发行证券的公司信息 披露内容与格式准则第 15 号－权益变动报告书》（以下简称"准则 15 号"）及 其他相关法律、法规及部门规章的有关规定编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《证券法》、《收购办法》的规定，本报告书已全面披露了信息披 露人在浙江万里扬股份有限公司中拥有权益的股份比例变动情况 ...

Investment Rating - The automotive industry is rated as "Neutral" for the next six months, indicating expected performance in line with the market [53]. Core Insights - In June, retail sales of passenger vehicles increased by 18.1% year-on-year, with new energy vehicles seeing a growth of 30% [4][44]. - The automotive sector experienced a decline of 0.41% from July 7 to July 11, 2025, underperforming the CSI 300 index by 1.23 percentage points [10][44]. - The overall PE-TTM for the automotive industry as of July 11 is 25.83, down by 0.12 from the previous week [11][44]. Summary by Sections Market Overview - The automotive sector's performance from July 7 to July 11 showed a decline across various segments, with the passenger vehicle segment down by 1.43% and commercial vehicles down by 0.99% [10][44]. - The automotive services sector, however, increased by 3.13%, outperforming the CSI 300 index [10][44]. Valuation Levels - As of July 11, the PE-TTM for passenger vehicles is 25.11, for commercial vehicles is 36.01, and for automotive parts is 24.33 [11][44]. - The passenger vehicle segment saw a decrease of 0.37% in valuation, while the automotive parts segment increased slightly by 0.02% [11][44]. New Models and Industry News - 尚界汽车 has released a teaser for its first SUV model, which is expected to launch in the fall of 2025 [3][44]. - A total of 29 new and updated vehicle models were launched during the week of July 7 to July 11 [40][41]. Sales Performance - In June, the total retail sales of passenger vehicles reached 2.084 million units, marking an 18.1% increase year-on-year [7][44]. - Cumulative retail sales for the first half of the year reached 10.901 million units, up 10.8% compared to the same period last year [7][44].

Core Viewpoint - The entry of Zhiyuan Robotics into the Sci-Tech Innovation Board-listed company, Shuangwei New Materials, has attracted significant attention in the capital market, highlighting a collective leap of Zhejiang automotive parts companies into the humanoid robotics industry, aiming for high-quality development and a new growth curve [1][2]. Group 1: Industry Transition - Zhejiang Province has over 100 humanoid robotics-related companies, with more than 40 listed on the A-share market, indicating a robust shift from automotive manufacturing to humanoid robotics assembly [2]. - Companies like Xiash Precision and Junsheng Electronics are strategically pivoting towards humanoid robotics as a second growth curve, leveraging their existing automotive parts expertise [2][4]. - The humanoid robotics industry is seen as a new growth space, with companies like Shuanglin Co. and Wanliyang actively developing core components to tap into a market worth hundreds of billions [2][4]. Group 2: Technological Synergy - The transition of Zhejiang automotive parts companies to humanoid robotics is facilitated by the technological similarities in precision manufacturing, power control, and sensor integration, allowing for cost-effective R&D [7][11]. - Companies are utilizing existing production equipment and supply chains from the automotive sector to minimize costs and risks associated with entering the humanoid robotics market [9][11]. - The collaboration with leading automotive manufacturers enhances the supply chain and accelerates the development of humanoid robotics components [8][9]. Group 3: Market Potential - The humanoid robotics market is projected to experience explosive growth, with global sales expected to reach 1.24 million units by 2025 and over 500 million units by 2035, indicating a significant opportunity for companies in this sector [4][5]. - The aging population and labor shortages in manufacturing are driving the demand for humanoid robots, further solidifying the market's potential [6]. Group 4: Policy Support and Ecosystem - The Zhejiang government is providing targeted policy support to facilitate the transition of traditional manufacturing to future industries, emphasizing a collaborative approach between enterprises, academia, and research institutions [13][14]. - The establishment of a comprehensive ecosystem that includes supply chain collaboration and technological innovation is crucial for the successful transition of companies into the humanoid robotics sector [12][14].

证券代码：002434 证券简称：万里扬 公告编号：2025-032 浙江万里扬股份有限公司 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。 浙江万里扬股份有限公司（以下简称"公司"）第六届董事会第七次会议审议 通过了《关于召开2025年第一次临时股东大会的议案》，决定于2025年7月28日召 开公司2025年第一次临时股东大会，现将本次会议的有关事项通知如下： 一、会议基本情况 交易所交易系统和互联网投票系统（http://wltp.cninfo.com.cn）向公司股东提 供网络形式的投票平台，公司股东可以在网络投票时间内通过上述系统行使表决 权。 股东在投票表决时，同一股份只能选择现场投票、网络投票中的一种，不能重 复投票。同一股份通过现场、网络重复投票，以第一次投票为准。网络投票包含证 券交易系统和互联网投票系统两种投票方式，同一股份只能选择其中一种方式。 （1）截至2025年7月21日（星期一）深圳证券交易所交易结束后，在中国证券 登记结算有限责任公司深圳分公司登记在册的本公司全体股东或其委托代理人（授 权委托书见附件） ，委托代理人出席的，该股东代 ...

Summary of Key Points Core Viewpoint - The company Zhejiang Wanliyang Co., Ltd. has approved a guarantee for its wholly-owned subsidiary Foshan Wanliyang New Energy Technology Co., Ltd. to secure a credit limit of up to RMB 400 million from banks and non-bank institutions for a period of 8 years, subject to shareholder approval [1][2][7]. Group 1: Guarantee Overview - The board of directors approved a guarantee for Foshan Wanliyang New Energy Technology Co., Ltd. to apply for a credit limit not exceeding RMB 400 million [1][2]. - The guarantee will be effective for 8 years from the date of approval by the shareholders' meeting [1][2]. - The controlling shareholder, Wanliyang Group Co., Ltd., will provide a full joint liability guarantee under the same conditions [1][7]. Group 2: Subsidiary Information - Foshan Wanliyang New Energy Technology Co., Ltd. was established on May 22, 2024, with a registered capital of RMB 50 million [2]. - The company is 100% owned by Wanliyang Energy Co., Ltd. and focuses on technology services and energy technology research [2][3]. - Recent financial data shows total assets of RMB 63.53 million and total liabilities of RMB 13.92 million as of June 30, 2025 [2]. Group 3: Financial Data of Controlling Shareholder - Wanliyang Group Co., Ltd. has total assets of RMB 1,645.39 million and total liabilities of RMB 826.75 million as of December 31, 2024 [3]. - The group reported a net profit of RMB 25.15 million and operating income of RMB 635.03 million for the same period [3]. Group 4: Guarantee Agreement Details - The guarantee amount is determined based on the operational needs of Foshan Wanliyang and will allow for the actual guarantee amount to be reused within the approved limit [4][5]. - The guarantee will be a joint liability guarantee, and the specific terms will be finalized in the actual guarantee agreement [4][5]. Group 5: Business Operations and Future Plans - Wanliyang Energy Co., Ltd. is engaged in the investment and operation of energy storage power stations and aims to provide flexible power regulation capabilities [6][7]. - The company has operational energy storage projects in Guangdong and Zhejiang provinces, with plans for further development in various regions [4][6]. - The company is also involved in providing services related to power market operations and carbon asset management [5][6].

证券代码：002434 证券简称：万里扬 公告编号：2025-031 浙江万里扬股份有限公司 关于为公司下属子公司提供担保暨关联交易的公告 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、担保概述 1、2025年7月11日，浙江万里扬股份有限公司(以下简称"公司")第六届 董事会第七次会议审议通过了《关于为公司下属子公司提供担保暨关联交易的 议案》，同意公司为控股子公司浙江万里扬能源科技有限公司（以下简称"万 里扬能源公司"）的全资子公司佛山万里扬新能源科技有限公司（以下简称 "佛山万里扬公司"）向银行、非银行机构申请综合授信额度提供总额度不超 二、被担保人基本情况 公司名称：佛山万里扬新能源科技有限公司 成立日期：2024 年 5 月 22 日 过人民币4亿元的担保，担保期限自担保事项经股东大会审议通过之日起8年。 2、为保障公司利益，公司为佛山万里扬公司提供担保的同时，由佛山万里 扬公司提供反担保。 公司控股股东万里扬集团有限公司（以下简称"万里扬集团"）持有万里 扬能源公司37.877%股权，万里扬集团同意为上述担保提供同等条件的全额连带 责任保证担 ...