股票代码:002510 公司简称：天汽模 公告编号 2026-010 天津汽车模具股份有限公司 关于筹划重大资产重组的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没 有虚假记载、误导性陈述或重大遗漏。 特别提示： 1、公司于 2026 年 2 月 12 日披露的《天津汽车模具股份有限公司发行股份 及支付现金购买资产并募集配套资金暨关联交易预案》中已详细披露了本次交 易可能存在的风险以及尚需履行的决策审批程序。敬请广大投资者注意投资风 险。除上述已披露的风险因素外，截至本公告日，公司董事会尚未发现存在可 能导致上市公司董事会或者交易对方撤销、中止本次重组方案或者对本次重组 方案做出实质性变更的相关事项。 2、截至本公告日，本次重大资产重组工作正在进行中，交易涉及的尽职调 查、审计和评估等工作尚未完成。公司将根据相关事项的进展情况及时履行信 息披露义务。 一、交易情况概述 天津汽车模具股份有限公司（以下简称"公司"）拟通过发行股份及支付现 金的方式购买东实汽车科技集团股份有限公司（以下简称"东实股份"或"标的公 司"）股东德盛拾陆号企业管理（天津）合伙企业（有限合伙）（以下简称"德盛 16 号 ...

Core Insights - The automotive cold stamping die industry is crucial for vehicle manufacturing, playing a key role in new model development, production efficiency, and industrial upgrades [1][4] - China's automotive industry has rapidly developed since the reform and opening up, becoming the world's largest automobile producer and new car consumer market [4][5] - By 2025, China's automotive production and sales are expected to reach 34.53 million and 34.40 million units, respectively, setting new historical records [5] Industry Overview - Automotive dies are essential tools used in various manufacturing processes, with cold stamping dies specifically used for producing car body components [2][4] - The automotive cold stamping die market is projected to grow significantly, with a market size of 53.77 billion yuan by 2025 and 57.34 billion yuan by 2026 [5] Industry Development Status - The rapid growth of the automotive industry in China has created vast opportunities for die design and manufacturing [4][5] - The quality of stamping dies directly impacts the quality of finished vehicles, making them a critical component in the automotive supply chain [5] Industry Chain - The upstream of the cold stamping die industry includes raw materials like die steel and production equipment such as CNC machines and stamping machines [6] - The downstream involves automotive manufacturing companies that require a deep understanding of market demand and production processes [6] Competitive Landscape - The domestic cold stamping die industry includes key players such as Tianjin Automotive Die Co., Ltd., FAW Die Manufacturing Co., Ltd., and Ningbo Zhenyu Technology Co., Ltd. [9][10] - Tianjin Automotive Die is recognized as a leading supplier with comprehensive service capabilities, achieving significant revenue in the first half of 2025 [10] Future Development Prospects - The demand for automotive dies is expected to increase due to the rapid turnover of vehicle models and the shortening of development cycles [11] - The industry is poised for growth, driven by the need for new models and upgrades, although it faces challenges and competition [11]

Investment Rating - The report maintains an investment rating of "Outperform the Market" for the automotive industry [1]. Core Insights - The automotive industry index increased by 3.62% as of February 25, outperforming the Shanghai Composite Index by 3.0 percentage points, ranking 8th among 30 primary industries [7][12]. - In January 2026, automotive production and sales reached 2.45 million and 2.347 million units, respectively, with a month-on-month decline of 25.7% and 28.3%, but year-on-year figures remained stable [31]. - The report highlights a steady growth in the new energy vehicle (NEV) sector, with production and sales of 1.041 million and 945,000 units in January 2026, achieving a penetration rate of 40.26% [73][75]. - The report emphasizes the importance of policies supporting the automotive market, including the promotion of vehicle trade-in programs and the acceleration of autonomous driving regulations [7][97]. Summary by Sections Industry Performance Review - The automotive index outperformed the market, with a year-to-date increase of 3.97% [12]. - Nearly 70% of automotive stocks rose in February, with the top five performers being Tianrun Industrial, Yinlun Co., Xingmin Zhitong, Jingzhuang Technology, and Jinhongshun [19][20]. - The industry valuation metrics show a PE (TTM) of 33.99 times, ranking 14th among 30 primary industries [23]. Key Data Tracking - In January 2026, the passenger vehicle market saw production and sales of 2.062 million and 1.988 million units, respectively, with a year-on-year decline of 4.1% and 6.8% [46]. - The commercial vehicle market continued its positive trend, with production and sales of 388,000 and 359,000 units, respectively, reflecting year-on-year growth of 29.9% and 23.5% [64]. - NEV production and sales maintained robust growth, with a year-on-year increase of 2.6% and 0.1%, respectively [73]. Important Industry Company News - The report notes significant developments in the autonomous driving sector, including the release of safety requirements for L3 autonomous driving systems by the Ministry of Industry and Information Technology [97]. - Tesla's Cybercab, designed for autonomous driving, has begun production, marking a significant step towards the commercialization of fully autonomous vehicles [98].

Group 1 - The core point of the article is that Tianqi Mould has disclosed its major shareholder information, specifically regarding the Xinjiang Jianda Fanyu Industrial Investment Fund Partnership, which holds a significant stake in the company [1] - As of now, the Xinjiang Jianda Fanyu Industrial Investment Fund Partnership directly owns 161,779,192 shares of Tianqi Mould, representing 15.9367% of the company's total share capital [1]

Core Viewpoint - Tianqi Mould (002510) announced that Jianfa Fanyu currently holds 161,779,192 shares, accounting for 15.9367% of the company's total share capital, indicating a significant stake in the company [1] Group 1 - The company disclosed a plan on February 12, 2026, regarding the issuance of shares and cash payment for asset acquisition, along with the fundraising for related transactions [1] - Jianfa Fanyu is the subscriber for the fundraising shares, which suggests a strategic partnership [1] - Successful implementation of this transaction will further increase the controlling shareholder's ownership percentage [1]

Group 1 - The company Tianqi Mould announced on February 12, 2026, the disclosure of its plan for issuing shares and cash to acquire assets and raise supporting funds, along with related party transactions [2]

Core Viewpoint - The company acknowledges the challenges posed by economic, industrial, and external environmental fluctuations, emphasizing that these are normal aspects of business operations [1] Group 1 - The company is currently operating normally, with all business segments running steadily [1] - The company understands investors' concerns regarding market capitalization performance and is attentive to stock price fluctuations in the secondary market [1] - The company plans to continue focusing on its core business to create long-term investment value for investors [1]

Core Viewpoint - The company, Tianqi Mould, is focused on the research, design, production, and sales of automotive body covering molds and related products, emphasizing its commitment to core business and resource integration [1] Group 1: Company Overview - Tianqi Mould specializes in automotive body covering molds, automotive body stamping parts, inspection tools, and welding fixtures [1] - The company aims to continuously deepen its main business and enhance its competitiveness by improving its product chain [1]

Group 1 - The company Tianqi Mould (002510) reported that as of January 20, 2026, the total number of shareholders is 106,212 [1] - The total number of institutional shareholders is 530 [1]

Group 1 - The large aircraft concept has experienced a significant rebound, with Tianqi Mould reaching the daily limit increase [1] - Other companies such as Andavil, Aviation Material Co., Tianjin Prin, Aero Engine Control, Guorui Technology, and Tongyi Aerospace also saw increases in their stock prices [1]