01 题材疯狂轮动 具体来看 ， 今天贡献最多涨停板的，是 汽车零部件板块 。 其中 ，豪恩汽电 20CM 涨停，大地电气、兆丰股份、精锻科技、鑫宏业、华密 新材、建邦科技等跟 涨幅超过 10% ，还有铭科精技、万安科技、均胜电子、 春兴精工 等大量个股 10CM 涨停板 。 | | | | 3月10日A版八千令司 十似大朱 少人加 | | | | --- | --- | --- | --- | --- | --- | | 代码 | 名称 | 现价 | 涨跌幅 ▼ | 年初至今涨跌幅 | 总市值1 | | 301488 | 豪恩汽电 | 73.80 c | 20.00% | 33.48% | 68亿 | | 300695 | 非丰股份 | 100.56 c | 13.18% | 125.47% | 71亿 | | 300258 | 精锻科技 | 16.82 c | 12.28% | 88.78% | 86亿 | | 836247 | 华密新材 | 30.91 c | 10.24% | 48.82% | 37亿 | | 002547 | 春兴精工 | 5.25 c | 10.06% | 28.36% | 59亿 ...

Group 1: Market Overview - The market is experiencing a mixed performance with the Shanghai Composite Index down 0.52%, while the Shenzhen Component and ChiNext have turned positive, and the North Stock 50 index has risen by 0.6% [1] - Despite the overall index decline, 3,300 individual stocks are in the green, indicating a divergence in market performance [1] Group 2: New Materials Sector - The PEEK materials sector is gaining attention, with Zhongxin Fluorine Materials hitting the limit up, characterized as the "Hermès of plastics" due to its lightweight and high strength [3] - The Ministry of Industry and Information Technology is promoting domestic alternatives to replace 70% of imported materials, presenting a significant opportunity for leading companies in the sector [3] - A hidden champion in this sector has an annual production capacity of 2,000 tons with orders extending to Q3 of next year, making it a suitable option for long-term investors [3] Group 3: Robotics Industry - Tesla's humanoid robot is nearing mass production, which is boosting companies like Haon Electric and Wan'an Technology [4] - Significant investments are being made in robotics, with Guangdong investing 10 billion yuan in a robotics industrial park and Jiangsu offering subsidies for "machine replacement" [4] - Key indicators for identifying leading companies in this sector include supplying core components to Tesla/Byd and having over 30% of revenue from robotics [4] Group 4: Nuclear Fusion Sector - Baili Electric has seen a surge in stock price, driven by the long-term vision of nuclear fusion as a potential ultimate energy source [5] - Although commercialization is still a decade away, the market is enthusiastic about transformative technologies, making this sector suitable for speculative investments [5] Group 5: Investment Opportunities - The beauty care and logistics sectors are experiencing normal pullbacks, presenting buying opportunities for long-term investors [6] - Leading companies in the medical beauty sector have retraced to the 60-day moving average, while logistics stocks are poised for the upcoming 618 e-commerce festival [6] Group 6: Investment Strategy - The current market strategy involves maintaining a 50% position in solar and energy storage sectors, 30% in new materials and robotics, and 20% in cash for potential opportunities [7] - Monitoring trading volume is crucial, with a stable volume of over 1 trillion yuan indicating a genuine market trend [7]

证券代码：002590 证券简称：万安科技 公告编号：2025-040 浙江万安科技股份有限公司 关于控股子公司注销完成的公告 近日，公司收到青岛市即墨区行政审批服务局核发的登记通知书（[即墨]登 字 2025 第 028682 号），海通万安提交的注销登记申请材料齐全，符合法定形式， 予以登记。 二、注销子公司的影响 注销完成后，海通万安将不再纳入公司合并报表范围。本次注销子公司事项 不会对公司整体业务发展和财务状况产生不利影响，不存在损害公司及全体股东 特别是中小股东利益的情形。 特此公告。 浙江万安科技股份有限公司董事会 2025 年 5 月 16 日 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 一、注销情况概述 浙江万安科技股份有限公司（以下简称"公司"）于 2024 年 5 月 10 日召开第 六届董事会第十次会议，会议审议通过了《关于注销控股子公司的议案》，公司 拟注销控股子公司青岛海通万安汽车零部件有限公司（以下简称"海通万安"）。 具体详见公司 2024 年 5 月 11 日刊登于巨潮资讯网《关于注销控股子公司的公告》 （公告编号：2024 ...

Core Viewpoint - The automotive manufacturing sector is experiencing a surge in stock prices due to the introduction of a mandatory national standard for Automatic Emergency Braking Systems (AEBS), which is expected to significantly enhance vehicle safety and reduce rear-end collisions [1][2]. Group 1: Industry Impact - The new mandatory standard for AEBS will replace the existing recommendation-based standard, expanding its applicability to all M1 and N1 category vehicles, thus ensuring that all passenger cars must be equipped with AEBS [1][2]. - The implementation of AEBS as a mandatory standard is anticipated to drastically improve vehicle safety, as it addresses the high incidence of rear-end collisions, which constitute a significant portion of traffic accidents [2]. Group 2: Company Developments - Companies like Wan'an Technology are actively developing AEBS solutions, having completed the R&D of AEBS and EBS systems, and are offering comprehensive solutions to clients [2]. - Ruiming Technology has reported successful sales of its self-developed aftermarket AEBS products in domestic public transport and taxi sectors, while its original equipment manufacturer (OEM) AEBS products have been exported to Europe [2].

Group 1: Market Overview - The 中证2000 index showed strong performance with over 20 constituent stocks hitting the daily limit up [2] - A-shares exhibited mixed results, with the 上证指数 down 0.52% and the 深证成指 up 0.08% [1] Group 2: Policy Impact - The implementation of a new mandatory national standard for light vehicle automatic emergency braking systems (AEBS) is underway, replacing the current voluntary standard [3] - This new standard requires all passenger vehicles to be equipped with AEBS, indicating a significant shift in the automotive market [3] Group 3: Company Performance - 豪恩汽电 (301488) reported a revenue of 1.408 billion yuan from its automotive intelligent driving perception systems in 2024, marking a year-on-year growth of 17.39% [6] - 万安科技 (002590) has developed a comprehensive solution based on AEBS and EBS for the intelligent driving sector [5][6] - 亚太股份 (002284) offers a full suite of solutions for AEBS, with key components including IBS, eBooste, and EMB [6] - 锐明技术 (002970) has successfully launched its self-developed AEBS products in domestic public transport and has exported its front-mounted AEBS products to Europe [6] - 万集科技 (300552) has its laser radar products applied in AEBS systems for certain automotive manufacturers [7] Group 4: Related Companies - Other companies involved in AEBS-related businesses include 强达电路 (301628), 保隆科技 (603197), 华域汽车 (600741), 中汽股份 (301215), and 德赛西威 (002920) [8]

A股盘初小幅震荡，可控核聚变概念大涨，其中百利电气直线拉升涨停。 5月16日早盘，A股三大指数小幅低开。开盘后深证成指、创业板指一度拉升翻红，截至发稿，再度翻绿。 A50股指期货快速下行，截至发稿，下跌1%。 PEEK材料概念走强，截至发稿，中欣氟材涨停，新瀚新材涨超14%，华密新材、中研股份、崇德科技、聚赛龙等涨幅居前。 新型城镇化概念走强 可控核聚变概念盘初拉升，百利电气、王子新材涨停，久盛电气、常辅股份、中洲特材涨超10%，弘讯科技、哈焊华通、永鼎股份、海陆重工等跟涨。 港股走弱，截至发稿，恒生指数、恒生科技指数跌幅有所收窄。阿里巴巴跌幅收窄至4%，网易大涨超15%，股价刷新历史新高。一季度营收超预期，美 股中概股网易大涨超14%，股价逼近历史新高。 消息面上，王子新材在互动平台表示，子公司宁波新容就实施安徽合肥可控核聚变项目提供储能电容和支撑电容产品，公司将全力保障可控核聚变项目订 单在2025年交付完毕。 小米汽车概念走高，截至发稿，万安科技涨停，东方中科、星云股份、经纬恒润、精锻科技、欣锐科技等涨幅居前。 国防军工概念再度活跃，成飞集成8连板，利君股份8天7板，通达股份、中超控股等涨停，中洲特材、 ...

证券代码：002590 证券简称：万安科技 公告编号：2025-039 浙江万安科技股份有限公司 关于首次回购股份的公告 本公司及董事会全体成员保证本公告内容真实、准确和完整，没有任何虚假记载、误导 性陈述或者重大遗漏。 浙江万安科技股份有限公司（以下简称"公司"）于2025年4月18日召开第六 届董事会第十八次会议，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或自筹资金，不低于人民币2,000万元（含），不超过人民 币 4,000万元（含），通过深圳证券交易所交易系统以集中竞价交易方式回购公 司已发行的部分人民币普通股（A股）股票，回购价格不超过20.00元/股，本次 回购股份将用于股权激励或员工持股计划。回购期限自董事会审议通过回购股份 方案之日起不超过12个月。具体详见巨潮资讯网（www.cninfo.com.cn）披露的 《关于回购公司股份方案的公告》（编号2025-030）。 一、首次回购股份的具体情况 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关规定，上市公司应在首次回购股份事实发生的次一交 易日予以披露。现将公司首次回购股 ...

Group 1 - The core point of the announcement is that Zhejiang Wan'an Technology Co., Ltd. (the "Company") has received a notice from its controlling shareholder, Wan'an Group Co., Ltd. ("Wan'an Group"), regarding the proposed issuance of exchangeable bonds backed by a portion of the Company's A-shares [1][2] - Wan'an Group plans to issue exchangeable bonds with a total face value not exceeding 600 million RMB, and the validity period of the no-objection letter from the Shenzhen Stock Exchange is 12 months from the date of issuance [1][2] - As of April 30, 2025, Wan'an Group holds 219,980,700 shares of the Company, accounting for 42.38% of the total share capital, and the issuance of these bonds will not change the controlling shareholder or actual controller of the Company [2] Group 2 - The Company has approved a share repurchase plan, intending to use its own or raised funds to repurchase shares between 20 million RMB and 40 million RMB, with a maximum repurchase price of 20.00 RMB per share [4] - The repurchase period is set to not exceed 12 months from the date of the board's approval of the repurchase plan [4] - As of April 30, 2025, the Company has not yet conducted any share repurchases [5][6]

浙江万安科技股份有限公司 关于回购股份进展情况的公告 本公司及董事会全体成员保证本公告内容真实、准确和完整，没有任何虚假记载、误导 性陈述或者重大遗漏。 二、其他说明 证券代码：002590 证券简称：万安科技 公告编号：2025-038 浙江万安科技股份有限公司（以下简称"公司"）于2025年4月18日召开第六 届董事会第十八次会议，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或自筹资金，不低于人民币2,000万元（含），不超过人民 币 4,000万元（含），通过深圳证券交易所交易系统以集中竞价交易方式回购公 司已发行的部分人民币普通股（A股）股票，回购价格不超过20.00元/股，本次 回购股份将用于股权激励或员工持股计划。回购期限自董事会审议通过回购股份 方案之日起不超过12个月。具体详见巨潮资讯网（www.cninfo.com.cn）披露的 《关于回购公司股份方案的公告》（编号2025-030）。 一、回购股份的进展情况 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关规定，上市公司应在回购期间每个月的前三个交易日 内披露截至上月末的 ...

证券代码：002590 证券简称：万安科技 公告编号：2025-037 浙江万安科技股份有限公司 截至 2025 年 4 月 30 日，万安集团持有公司股份数量为 219,980,700 股，占 公司总股本的比例为 42.38%。万安集团发行本次可交换债券不会导致公司控股 股东及实际控制人发生变化。 关于本次可交换债券发行及后续事项，公司将根据相关监管规定及时履行信 息披露义务，敬请广大投资者注意投资风险。 关于控股股东拟发行可交换公司债券获得无异议函的公告 本公司及董事会全体成员保证本公告内容真实、准确和完整，没有任何虚假记载、误导 性陈述或者重大遗漏。 浙江万安科技股份有限公司（以下简称"公司"）于近日收到控股股东万安集 团有限公司（以下简称"万安集团"）的通知，万安集团拟以所持有的公司部分 A股股票为标的非公开发行可交换公司债券（以下简称"本次可交换债券"），并 已取得深圳证券交易所出具的《关于万安集团有限公司非公开发行可交换公司债 券符合深交所挂牌条件的无异议函》（深证函[2025]433号，以下简称"《无异议 函》"）。 根据《无异议函》，万安集团本次非公开发行可交换公司债券发行面值不超 过 6 亿 ...