从资金流向上来看，当日汽车零部件板块主力资金净流出6.82亿元，游资资金净流出3.71亿元，散户资金 净流入10.54亿元。汽车零部件板块个股资金流向见下表： 证券之星消息，12月8日汽车零部件板块较上一交易日上涨0.63%，威帝股份领涨。当日上证指数报收于 3924.08，上涨0.54%。深证成指报收于13329.99，上涨1.39%。汽车零部件板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603023 | 威帝股份 | 4.95 | 10.00% | 69.14万 | | 3.36亿 | | 000901 | 航天科技 | 23.35 | 9.99% | 40.81万 | | 9.44亿 | | 301529 | 福赛科技 | 92.29 | 7.50% | 7.32万 | | 6.71亿 | | 002536 | 飞龙股份 | 23.43 | 7.48% | - 43.59万 | | 10.08亿 | | 603166 | 福达股份 | 15.95 ...

Group 1 - The core viewpoint of the report emphasizes that AI is driving the continuous upgrade of computing infrastructure and smart terminals, leading to a surge in demand for liquid cooling systems and robotics in the automotive parts industry [1][2] - The integration of liquid cooling and robotics is highly synergistic with automotive components, allowing for an extension from automotive thermal management to data center cooling and from precision manufacturing to core robotic components [1][2] - The automotive parts industry is expected to experience a "second/third growth curve," reshaping its business boundaries and growth trajectories due to advancements in AI and related technologies [1][2] Group 2 - Companies with technological synergies, system integration capabilities, cost reduction abilities, and global reach will benefit from the AI-driven wave in the automotive parts sector [2] - Automotive manufacturers and parts companies are expanding their business boundaries to achieve "same-source manufacturing + scenario collaboration," enhancing their competitive edge [2] - The report recommends specific companies in the robotics and liquid cooling sectors, highlighting their potential as beneficiaries of the ongoing technological advancements [2]

Core Conclusions - AI-driven demand for liquid cooling and robotics is expected to create a new growth curve for the automotive parts industry, with liquid cooling systems becoming a necessity due to high power density scenarios driven by AI, and robotics transitioning from initial development to scaling production [2][4] - Automotive parts companies with capabilities in technology integration, cost reduction, and global operations will benefit from the AI wave, as automotive manufacturers and parts suppliers expand their business boundaries through collaborative manufacturing and scenario integration [2][4] - Investment recommendations include focusing on companies with global supply chain capabilities in the robotics sector such as Top Group, Zhongding, XPeng Motors, and Junsheng Electronics, as well as in the liquid cooling sector [2][4] Robotics Sector - The Tesla Optimus V3 is nearing finalization, marking the transition of the robotics sector from initial development to scaling production, with a projected launch of a million-unit production line by the end of the year [5][6] - Domestic robotics companies are rapidly advancing, with significant orders being placed for products, indicating a shift from experimental to commercial applications [6][33] - The robotics sector is expected to enter a high-growth phase in 2026, with a focus on companies that demonstrate high certainty and technological advancements [6][12] Liquid Cooling Sector - The liquid cooling market is anticipated to enter a phase of large-scale penetration and high demand realization, driven by the automotive industry's need for effective thermal management solutions [2][4] - Companies such as Top Group and Zhongding are highlighted as key players in the liquid cooling sector, expected to benefit from the growing demand [2][4] Investment Recommendations - The report suggests focusing on companies with strong global capabilities and certainty in their business models, particularly in the robotics and liquid cooling sectors [2][4] - Specific recommendations include Top Group, Zhongding, and Silver Wheel in the liquid cooling space, and Top Group, Zhongding, XPeng Motors, and Junsheng Electronics in the robotics space [2][4]

Group 1 - The core viewpoint of the article is that Feilong Co., Ltd. is expanding its product applications beyond automotive to include various civilian thermal management scenarios such as server liquid cooling, charging pile liquid cooling, and energy storage liquid cooling [1] - Currently, the company's integrated module products are primarily used in the automotive sector, indicating a strong foothold in this industry [1] - The company reports that its product orders are stable and ongoing, suggesting a healthy demand for its offerings [1]

转自：中国证券报·中证网 中证报中证网讯（王珞）11月26日，以"治善致远 绿动未来"为主题的2025年金牛企业可持续发展论坛暨第三届国新杯·ESG金牛奖颁奖典礼在江苏苏州举 行。本次大会由中国证券报、中国国新控股有限责任公司主办，国新证券承办，苏州工业园区城市发展研究院全面战略支持。备受瞩目的ESG金牛奖榜单揭 晓，飞龙股份凭借在ESG领域的创新实践及优异成绩荣获"ESG治理金牛奖"。 飞龙股份荣获"ESG治理金牛奖"（图片来源：中国证券报） ESG金牛奖是中国证券报针对企业ESG表现开展的评价评奖品牌。第三届国新杯·ESG金牛奖延续了金牛奖系列评选"公开、公平、公正"的核心原则，以更严 谨、更科学的评价体系，筛选资本市场ESG实践的"领跑者"，激励更多企业投身可持续发展浪潮。本届ESG金牛奖共设置"ESG金牛奖百强""ESG卓越央企金 牛奖""ESG碳中和金牛奖""ESG科技引领金牛奖""ESG治理金牛奖""ESG乡村振兴金牛奖"及"ESG新锐金牛奖"七大奖项。 在行业遴选和奖项设置方面，评审委员会充分借鉴中国国新ESG评价方法论与国资委研究中心课题成果，从财务重要性与影响重要性两大维度出发，综合中 国证 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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、误导性陈述或者重大 遗漏。 飞龙汽车部件股份有限公司（以下简称"公司"）今日收到中国国际金融股份有限公司（以下简称"中金 公司"）出具的《关于更换飞龙汽车部件股份有限公司持续督导保荐代表人的说明》，获悉公司持续督 导的保荐代表人发生更换。具体情况如下： 中金公司作为公司2022年度向特定对象发行A股股票项目的保荐机构，原委派杨曦先生、佟妍女士担任 持续督导保荐代表人，负责公司持续督导工作，持续督导期至2024年12月31日止，但因公司募集资金尚 未使用完毕，中金公司仍需对公司募集资金使用履行持续督导义务。 今日，公司收到中金公司通知，因佟妍女士工作变动，不再负责公司2022年度向特定对象发行A股股票 项目的持续督导工作，为保证持续督导工作的有序进行，中金公司决定拟委派方磊先生（简历详见附 件）接替佟妍女士，担任公司持续督导的保荐代表人，继续履行对公司的持续督导责任。 本次保荐代表人更换后，公司2022年度向特定对象发行A股股票项目的持续督导保荐代表人为杨曦先 生、方磊先生，本次更换不影响中 ...

飞龙汽车部件股份有限公司（以下简称"公司"）今日收到中国国际金融股份有限公司（以下简称"中金 公司"）出具的《关于更换飞龙汽车部件股份有限公司持续督导保荐代表人的说明》，获悉公司持续督 导的保荐代表人发生更换。具体情况如下： 中金公司作为公司2022年度向特定对象发行A股股票项目的保荐机构，原委派杨曦先生、佟妍女士担任 持续督导保荐代表人，负责公司持续督导工作，持续督导期至2024年12月31日止，但因公司募集资金尚 未使用完毕，中金公司仍需对公司募集资金使用履行持续督导义务。 今日，公司收到中金公司通知，因佟妍女士工作变动，不再负责公司2022年度向特定对象发行A股股票 项目的持续督导工作，为保证持续督导工作的有序进行，中金公司决定拟委派方磊先生（简历详见附 件）接替佟妍女士，担任公司持续督导的保荐代表人，继续履行对公司的持续督导责任。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002536 证券简称：飞龙股份 公告编号：2025-088 飞龙汽车部件股份有限公司 关于更换持续督导保荐代表人的公告 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、误导性陈述或者重大 ...

（编辑 姚尧） 证券日报网讯 11月26日晚间，飞龙股份发布公告称，飞龙汽车部件股份有限公司（以下简称"公司"） 今日收到中国国际金融股份有限公司（以下简称"中金公司"）出具的《关于更换飞龙汽车部件股份有限 公司持续督导保荐代表人的说明》，获悉公司持续督导的保荐代表人发生更换。中金公司作为公司2022 年度向特定对象发行A股股票项目的保荐机构，原委派杨曦先生、佟妍女士担任持续督导保荐代表人， 负责公司持续督导工作，持续督导期至2024年12月31日止，但因公司募集资金尚未使用完毕，中金公司 仍需对公司募集资金使用履行持续督导义务。今日，公司收到中金公司通知，因佟妍女士工作变动，不 再负责公司2022年度向特定对象发行A股股票项目的持续督导工作，为保证持续督导工作的有序进行， 中金公司决定拟委派方磊先生接替佟妍女士，担任公司持续督导的保荐代表人，继续履行对公司的持续 督导责任。 ...

Core Viewpoint - The company focuses on high-quality development and aims to enhance its core competitiveness in the automotive core components and liquid cooling technology sectors [1] Group 1 - The company is committed to creating long-term and stable investment returns for all shareholders [1] - The company emphasizes continuous technological iteration and deepening business engagement to steadily improve its core competitiveness [1]

Core Viewpoint - The company, Feilong Co., Ltd. (002536), has a core product system that includes engine thermal management products and new energy thermal management products, with applications extending into various fields including automotive, server liquid cooling, charging pile liquid cooling, energy storage liquid cooling, and robotics [1] Product Categories - The company's core product categories consist of two main types: engine thermal management products and new energy thermal management products [1] - These products are designed to cover a wide range of application scenarios, primarily in the automotive sector [1] Market Expansion - The company is gradually extending its product applications into advanced fields such as server liquid cooling, charging pile liquid cooling, energy storage liquid cooling, and robotics [1] - This strategy aims to create a collaborative development layout across multiple fields [1]