证券日报网讯 12月8日晚间，今飞凯达发布公告称，股东今飞控股及其一致行动人瑞琪投资分别质押 2900万股、1000万股，同时今飞控股、瑞琪投资分别解除质押1900万股、1000万股。 （文章来源：证券日报） ...

Group 1 - The announcement details the pledge and release of shares by shareholders Jinfei Holding Group Co., Ltd. and its concerted party Jinhua Ruqi Investment Co., Ltd. [1] - The pledged shares do not involve performance compensation obligations and will not adversely affect the company's operations or governance [1] - As of the announcement date, the shareholders' credit status is good, and there is no risk of forced liquidation of the pledged shares [2] Group 2 - The company will continue to monitor the share pledge situation and related risks, ensuring timely information disclosure as required [2] - The announcement includes a reference to a securities pledge detail report issued by China Securities Depository and Clearing Co., Ltd. Shenzhen Branch [3]

证券代码：002863 证券简称：今飞凯达 公告编号：2025-081 浙江今飞凯达轮毂股份有限公司 股东 名称 是否为 控股股 东或第 一大股 东及其 一致行 动人 本次 质押 数量 （万 股） 占其所 持股份 比例 占公司 总股本 比例 是否 为限 售股 是否 为补 充质 押 质押开始日 期（逐笔列 示） 质押到期 日 质权人 质押 用途 今飞 控股 是 2,900 18.64% 4.84% 否 否 2025-12-04 至 办理 解 除 质押 登 记为止 浙商银行股 份有限公司 金华分行 自身 生产 经营 瑞琪 投资 是 1,000 21.35% 1.67% 否 否 2025-12-04 至 办理 解 除 质押 登 记为止 浙商银行股 份有限公司 金华分行 自身 生产 经营 一、股东本次股份质押基本情况 关于股东部分股份质押及解除质押的公告 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。 浙江今飞凯达轮毂股份有限公司（以下简称"公司"）接到股东今飞控股集 团有限公司（以下简称"今飞控股"）及其一致行动人金华市瑞琪投资有限公司 （以下简称"瑞琪投资"）通知 ...

今飞凯达公告称，股东今飞控股及一致行动人瑞琪投资部分股份办理质押及解除质押业务。12月4日， 今飞控股质押2900万股，占其所持股份18.64%；瑞琪投资质押1000万股，占21.35%，用途均为自身生 产经营。12月5日，今飞控股解除质押1900万股，瑞琪投资解除质押1000万股。截至公告披露日，二者 累计质押13400万股，占合计持股的66.20%，占总股本22.35%，质押风险可控。 ...

Core Viewpoint - The rise of the robotics industry is attracting significant investment from industrial capital, particularly in the automotive parts sector, with companies like Jinfei Kaida exploring opportunities in the robotics supply chain [1][2]. Group 1: Company Developments - Jinfei Kaida has expressed its long-term vision to advance in the robotics sector while maintaining its core business, planning to integrate R&D teams through its subsidiary, Zhilaong Technology [1][3]. - The establishment of Zhilaong Technology, a wholly-owned subsidiary of Jinfei Kaida, marks the company's official entry into the robotics industry, focusing on areas such as industrial robot manufacturing and sales [2]. - Jinfei Kaida has transferred four patents related to robotics to Zhilaong Technology, which will facilitate the company's strategic positioning in the emerging robotics market [2][3]. Group 2: Industry Context - The automotive parts industry is increasingly intersecting with the robotics sector, as evidenced by Jinfei Kaida's initiatives to explore this synergy despite its primary focus on aluminum alloy wheels [1]. - The parent company, Jinfei Holding Group, has been involved in the robotics field since at least 2017, indicating a long-term strategic interest in this area [3]. - Jinfei Kaida's collaboration with leading two-wheeler manufacturers and the development of magnesium-aluminum alloy wheels are part of its broader strategy to enhance its product offerings and ensure sustainable growth [3].

证券代码：002863 证券简称：今飞凯达 浙江今飞凯达轮毂股份有限公司投资者关系活动记录表 编号：2025-004 2、铝价的波动是否会影响公司利润水平？公司的定价原 则是什么？ | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 □媒体采访 | □业绩说明会 | | □新闻发布会 | □路演活动 | | 现场参观 | | | | □其他（电话会议） | | 参与单位名称及 | 鑫元基金管理有限公司 徐欢 | | 人员姓名 | | | 时间 年 2025 | 月 日 12 2 | | 地点 | 浙江今飞凯达轮毂股份有限公司会议室 | | 上市公司接待人 | 浙江今飞凯达轮毂股份有限公司董事会秘书葛茜芸、财务总监 | | 员姓名 朱妍 | | | | 互动交流情况如下： | | | 1、公司的供应商管理策略如何？选择去云南、宁夏建厂 | | 有何优势？ | | | | 答：公司在供应商方面秉持"稳定、高效、协同、共赢" | | | 的核心理念。公司注重与核心供应商建立长期稳定的战略合作 | | | 关系，通过签订长期协议、实施合作开发等方式提升供应链的 | | 投 ...

证券时报·数据宝统计，截至12月1日收盘，沪指报收3914.01点，涨跌幅0.65%；深成指报收13146.72 点，涨跌幅1.25%；创业板指报收3092.50点，涨跌幅1.31%。从平均每笔成交数据来看，有2491只个股 平均每笔成交量环比增加，其中，85只个股平均每笔成交量增幅超50%；2067只个股每笔成交量环比下 降。其中嘉戎技术、今飞凯达、中晟高科等个股环比增幅较大。从单只个股成交笔数来看，*ST炼石、 杰瑞股份、容大感光等三只个股环比增幅居前，说明这些个股近期表现活跃。结合每笔成交量和成交笔 数来看，有39只个股每笔成交量和成交笔数环比增幅均超50%，详情如下表所示。（数据宝） 12月1日每笔成交环比增幅居前个股 | 证券代码 | 证券简称 | 日涨跌(%) | 每笔成交(股) | 环比(%) | | --- | --- | --- | --- | --- | | 301148 | 嘉戎技术 | 20.01 | 1009 | 239.29 | | 002863 | 今飞凯达 | 9.98 | 2050 | 212.04 | | 002778 | 中晟高科 | 10.00 | 1240 | 201 ...

Core Insights - The automotive parts sector experienced a 1.23% increase on December 1, with significant contributions from smart agriculture stocks leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Automotive Parts Sector Performance - Notable gainers in the automotive parts sector included: - Smart Agriculture (000816) with a closing price of 3.94, up 10.06% and a trading volume of 1.0334 million shares, totaling 402 million yuan - Huapei Power (603121) at 17.59, up 10.01% with a trading volume of 220,600 shares, totaling 377 million yuan - Ruima Precision (002976) at 31.28, up 9.99% with a trading volume of 133,600 shares, totaling 397 million yuan [1] Capital Flow Analysis - The automotive parts sector saw a net inflow of 1.199 billion yuan from institutional investors, while retail investors experienced a net outflow of 1.063 billion yuan [2] - Key stocks with significant capital flow included: - Shanzi Gaoke (000981) with a net inflow of 331 million yuan from institutional investors, but a net outflow of 208 million yuan from retail investors - Top Group (601689) with a net inflow of 228 million yuan from institutional investors and a net outflow of 172 million yuan from retail investors [2]

截至发稿，赵云煜累计任职时间7年18天，现任基金资产总规模15.74亿元，任职期间最佳基金回报 176.31%， 任职期间最差基金回报-21.9%。 12月1日，今飞凯达涨9.98%，截至发稿，报6.17元/股，成交3786.75万元，换手率1.08%，总市值36.99 亿元。今飞凯达股价已经连续5天上涨，区间累计涨幅6.05%。 张溢麟累计任职时间2年333天，现任基金资产总规模8.72亿元，任职期间最佳基金回报26.86%， 任职 期间最差基金回报-3.31%。 资料显示，浙江今飞凯达轮毂股份有限公司位于浙江省金华市婺城区新宏路1588号，成立日期2005年2 月1日，上市日期2017年4月18日，公司主营业务涉及从事铝合金车轮的研发、设计、制造和销售。主营 业务收入构成为：汽轮60.19%，型材17.10%，摩轮10.32%，其他10.01%，电轮2.38%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从基金十大重仓股角度 责任编辑：小浪快报 数据显示，建信基 ...

Core Viewpoint - The company is advancing its strategic layout in lightweight materials for new energy vehicles by collaborating with a renowned domestic magnesium alloy research team to develop magnesium alloy electric motorcycle wheels and semi-solid high-pressure casting technology [1][2]. Group 1: Technological Development - The company has entered a substantial development phase for magnesium alloy electric motorcycle wheels, which are part of its product upgrade plan [1]. - The new national standard for electric bicycles, effective September 1, 2025, emphasizes "plastic limits" and "weight limits," creating a policy space for magnesium alloy to replace plastic components and promote lightweight designs [1]. - The company has invested CNY 186 million in R&D for 2024, marking a 19.55% increase year-on-year, and holds 288 patents, including 41 invention patents [2]. Group 2: Market Demand and Growth - The electric two-wheeler market is expanding, with projected sales of 16.46 million units in 2024, a year-on-year increase of 12.99%, and a significant rise in large-displacement leisure motorcycles [1]. - The annual demand for magnesium alloy could reach approximately 160,000 tons if each electric two-wheeler uses an average of 3.2 kg of magnesium alloy [1]. Group 3: Product Characteristics and Advantages - Magnesium alloy materials offer a weight reduction of over 30% compared to existing aluminum alloy wheels, enhancing the range and energy efficiency of electric two-wheelers [2]. - The company has established a comprehensive customer base, supplying aluminum alloy wheels to major international brands and leading domestic manufacturers [2]. Group 4: Future Prospects - The development of magnesium alloy electric motorcycle wheels is seen as a critical step towards potential applications in new energy vehicle wheels, with targets set for magnesium alloy usage in vehicles by 2025 and 2030 [3]. - The company aims to focus on material optimization, performance testing, cost control, and market validation for magnesium alloy electric motorcycle wheels to pave the way for new growth opportunities in the lightweight sector [3].