Core Viewpoint - The company JinGu Co., Ltd. (002488) highlights the advantages of Avatar niobium microalloy, which include high performance, low cost, and reduced carbon emissions [1] Group 1: Material Advantages - The price of Avatar niobium microalloy is significantly lower than that of titanium alloys, magnesium alloys, and aluminum alloys, allowing for substantial cost reductions in product manufacturing [1] - The material exhibits high strength, with a processing capability that allows it to be shaped into various forms before treatment, achieving a strength of 1500MPa to 2000MPa after Avatar processing, which is considerably higher than mainstream metal materials in the market [1]

Group 1: Company Overview - Zhejiang Jingu Co., Ltd. was listed on the Shenzhen Stock Exchange in 2010 and is a leading manufacturer in the wheel production industry in China, transitioning from a traditional parts manufacturer to a new materials solution provider [2][3]. - The company has developed the "Avatar" niobium micro-alloy material, which boasts high strength (up to 2000 MPa), good toughness, low cost, and reduced carbon emissions, making it suitable for large-scale production in the wheel industry [2][3]. Group 2: Strategic Upgrades - The company is shifting from a "single product supplier" to a "new materials technology platform," aligning with national policies promoting high-end, intelligent, and green manufacturing [3]. - Significant investments in R&D have led to continuous upgrades of the Avatar material formula and expansion into other metal materials, composite materials, and modified plastics [3]. Group 3: Automotive Parts Development - The company has established a differentiated advantage in the automotive wheel industry with its proprietary "Avatar low-carbon wheel," entering a high-quality growth cycle through strong R&D investment and market expansion [3][4]. - New product iterations include the "Gemini" and "Cybertron" series, targeting a wide range of passenger vehicles from economy to mid-to-high-end models [4]. - Rapid capacity expansion is underway with new production lines established in multiple domestic locations (Hangzhou, Hefei, Nanning) and overseas (Thailand), ensuring robust performance growth [4]. Group 4: Market Expansion - The company is strategically entering the robotics industry, where lightweight, strong, and durable materials are essential, leveraging its expertise in the Avatar niobium micro-alloy material [4]. - The electric two-wheeler market is also a focus, with the upcoming implementation of national safety standards driving demand for lightweight and high-strength components, positioning the company to capture significant market opportunities [4]. Group 5: Q&A Insights - The management team has proven capacity in expanding production, with no bottlenecks anticipated in future capacity increases due to established operational models [5]. - The "Cybertron" series offers aesthetic and performance advantages, while the "Gemini" series focuses on appealing design and noise reduction, targeting the mid-to-high-end market [5][6]. - The Avatar niobium micro-alloy material is cost-effective compared to titanium, magnesium, and aluminum alloys, with strength significantly exceeding that of mainstream metals, enhancing product competitiveness [6].

证券代码：002488 证券简称：金固股份 编号：2026-004 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。 重要内容提示： 1、回购方案的主要内容 （1）拟回购股份的种类：公司发行上市的人民币普通股（A股）股票； （2）拟回购股份的用途：用于实施员工持股计划或股权激励。 浙江金固股份有限公司 （3）拟回购股份的价格上限：本次回购股份的价格不超过人民币13.63元/ 股（含）； 回购报告书 （4）拟用于回购股份的资金总额：本次回购股份的资金总额不低于人民币 3,000万元（含）且不超过人民币6,000万元（含），具体回购股份资金总额以回 购期满时实际回购使用的资金总额为准； （5）拟回购股份的数量、占公司总股本的比例：按本次回购股份价格上限 人民币13.63元/股测算，本次回购股份数量下限至上限为：2,201,028股至 4,402,054股，占公司目前总股本比例下限至上限为：0.22%至0.44%（四舍五入 测算的数据，下同），具体回购股份的数量以回购期满时实际回购的股份数量为 准； （6）拟回购股份的实施期限：自董事会审议通过本次回购股份方案之日起 ...

金固股份公告称，拟以集中竞价交易方式回购股份，资金总额不低于3000万元且不超过6000万元，回购 价不超13.63元/股。按此价格测算，回购数量为220.10万股至440.21万股，占总股本0.22%至0.44%，用 于实施员工持股计划或股权激励，实施期限为董事会审议通过之日起12个月。公司已开立回购专用证券 账户，获银行不超5400万元专项贷款承诺。此外，相关股东未来六个月及回购期无明确减持计划。回购 存在价格、资金等风险。 ...

Market Performance - The automotive parts sector increased by 1.4% on January 9, with Xusheng Group leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] Top Gainers in Automotive Parts Sector - Xusheng Group (603305) closed at 19.10, up 10.02% with a trading volume of 730,500 shares and a transaction value of 1.379 billion [1] - New Spring Co., Ltd. (603179) closed at 85.83, up 10.00% with a trading volume of 324,100 shares and a transaction value of 2.630 billion [1] - Fosa Technology (301529) closed at 132.00, up 8.56% with a trading volume of 37,500 shares and a transaction value of 483 million [1] Decliners in Automotive Parts Sector - Suoling Co., Ltd. (002766) closed at 6.74, down 6.39% with a trading volume of 1,453,700 shares and a transaction value of 1.003 billion [2] - Zhejiang Shibao (002703) closed at 25.31, down 5.10% with a trading volume of 1,326,000 shares and a transaction value of 3.428 billion [2] - Moulding Technology (000700) closed at 14.20, down 4.18% with a trading volume of 1,243,600 shares and a transaction value of 1.782 billion [2] Capital Flow Analysis - The automotive parts sector experienced a net outflow of 2.44 billion from main funds, while retail investors saw a net inflow of 3.335 billion [2] - The main funds showed a significant outflow from Xusheng Group and Wanhua Qianchao, with net outflows of 2.12 billion and 2.81 billion respectively [3] - Retail investors had a net inflow into Xusheng Group of 1.64 billion, indicating strong retail interest despite the overall outflow [3]

格隆汇1月7日丨金固股份(002488.SZ)公布，近日，公司取得中国工商银行股份有限公司杭州分行出具 的《关于对浙江金固股份有限公司股票回购专项贷款项目的承诺函》，承诺为公司本次回购股份专项贷 款提供支持，主要内容如下：1、贷款银行：中国工商银行股份有限公司杭州分行；2、贷款金额：不超 过人民币5,400万元；3、贷款期限：三年；4、贷款用途：专项用于回购公司股票；5、利率：1.8%（如 遇国家利率政策调整，按国家最新政策规定执行）。 ...

金固股份公告称，2025年12月9日公司通过回购股份方案，拟用自有和自筹资金3000 - 6000万元以集中 竞价回购A股，用于员工持股或股权激励，回购价不超13.63元/股，期限12个月。近日，公司获工行杭 州分行股票回购专项贷款承诺，贷款金额不超5400万元，期限三年，利率1.8%，专项用于回购股票。 实际贷款与自有资金合计不超回购上限，具体以合同为准。 ...

证券代码：002488 证券简称：金固股份 编号：2026-003 浙江金固股份有限公司 关于取得金融机构股票回购专项贷款承诺函的公告 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、回购股份方案的基本情况 浙江金固股份有限公司（以下简称"公司"）于2025年12月9日召开第六届 董事会第十五次会议审议通过了《关于回购公司股份方案的议案》，同意公司使 用自有资金和自筹资金以集中竞价交易方式回购公司股份（A股），用于实施员 工持股计划或股权激励。回购的资金总额不低于人民币3,000万元（含）且不超 过人民币6,000万元（含）。回购价格不超过人民币13.63元/股（含）（回购价 格不高于公司董事会通过回购股份决议前30个交易日公司股票交易均价的150%）。 实施期限自董事会审议通过回购股份方案之日起12个月内。具体内容详见公司于 2025 年 12 月 10 日 在 《 证 券 时 报 》 《 中 国 证 券 报 》 及 巨 潮 资 讯 网 （http://www.cninfo.com.cn）披露的《关于回购公司股份方案的公告》。 二、取得金融机构股票回购专 ...

国家发改委等部门发布2026年"两新"政策，支持个人消费者的汽车报废更新和汽车置换更新提供补贴，购买新能源乘用车补贴车价的12%，高于燃油车的补 贴。 近期，金固股份关注度暴涨，主要是金固股份的投资逻辑在逐渐得到市场的认可，金固股份从传统的汽车零部件公司向新材料平台型公司转型，从企业利润 增长来看，公司转型初见成效。金固股份2025年前三季度的营业收入30.86亿元，同比增长6.9%，归母净利润0.42亿元，同比增长29.77%，而且毛利率稳中 有升，说明公司的产品结构有更优的升级。 金固股份的新产品阿凡达铌微合金低碳车轮，相比传统的车轮，具有高强度、轻量化、低成本、降碳等优点，阿凡达车轮已经得到了国内外的新能源汽车龙 头企业的认可，2026年有望加速放量，增厚企业利润。 阿凡达铌微合金的材料性能已经延伸到其他应用场景，能够替换铝合金、钛合金、钢材等材料，阿凡达铌微合金的成本远低于铝合金，铝价目前2.2万元/ 吨，阿凡达材料基材是钢加入铌等合金，价格参考最近钢价3300元/吨左右，在美联储降息周期内，有色金属价格持续涨价，铝价上涨会使阿凡达铌微合金 的性价比更有吸引力。 该政策刺激新车消费，利好汽车行业的发展 ...

（文章来源：证券时报网） 数据宝统计，截至13:55，金固股份成交额10.17亿元，创2024年11月11日以来新高。最新股价上涨 3.31%，换手率11.24%。上一交易日该股全天成交额为9.10亿元。（数据宝） ...