惠州市德赛西威汽车电子股份有限公司 证券代码：002920 证券简称：德赛西威 公告编号：2025-064 惠州市德赛西威汽车电子股份有限公司 关于持股 5%以上股东减持公司股份实施情况公告 持股 5%以上股东惠州市创新投资有限公司保证向公司提供的信息披露内容 真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及全体董事会成员保证公告内容与信息披露义务人提供的信息一致。 惠州市德赛西威汽车电子股份有限公司（以下简称"公司"或"本公司"） 于 2025 年 6 月 7 日披露了《关于公司股东减持股份预披露公告》（公告编号： 2025-045），公司持股 5%以上股东惠州市创新投资有限公司（以下简称"惠创 投"）因自身资金需求，计划在预披露公告之日起 15 个交易日后的 3 个月内以 集中竞价或大宗交易方式减持本公司股份不超过 16,400,000 股，不超过公司当前 总股本（不含公司回购专户股份）的 3%。 公司分别在 2025 年 7 月 30 日与 2025 年 8 月 7 日，对惠创投权益变动触及 1%的整数倍的情况进行披露，具体详见公司披露的《关于 5%以上股东权益变动 触及 1%整数倍的公 ...

Core Insights - Overseas institutions have conducted research on 54 listed companies in the past 10 days, with Huaming Equipment being the most focused, receiving attention from 82 overseas institutions [1][2] - A total of 191 companies were researched by institutions, with securities companies leading at 178, followed by fund companies at 155 [1] - The average stock price of companies receiving overseas institutional research increased by 7.88% over the past 10 days, with Industrial Fulian showing the highest increase of 39.68% [1] Company Performance - Huaming Equipment was the most researched company, with a closing price of 19.50 yuan and a price increase of 6.27% [2] - Industrial Fulian had the highest performance among researched stocks, with a closing price of 47.91 yuan and a price increase of 39.68% [1][2] - Other notable performers include Yishitong with a 33.09% increase and Zhenlei Technology with a 24.96% increase [1] Financial Results - Among the companies that received attention, 33 reported mid-term earnings, with Haopeng Technology and Tongxing Technology showing significant net profit growth [1]

Group 1 - The Shanghai Municipal Economic and Information Commission, along with two other departments, released an implementation plan to accelerate the development of "AI + manufacturing," which includes the establishment of "AI + manufacturing" factories and the practical deployment of various types of embodied intelligence, such as humanoid robots, in typical scenarios [1] - The automotive parts ETF closely tracks the CSI Automotive Parts Theme Index, which includes many companies involved in the robotics industry chain, indicating potential benefits from accelerated industry development. The automotive parts ETF saw an increase in early trading [1] - The CSI Automotive Parts Theme Index selects 100 listed companies from the Shanghai and Shenzhen markets that are involved in automotive system components, interior and exterior parts, automotive electronics, tires, etc., reflecting the overall performance of listed companies in the automotive parts theme [1] Group 2 - As of July 31, 2025, the top ten weighted stocks in the CSI Automotive Parts Theme Index (931230) include Huichuan Technology (300124), Fuyao Glass (600660), Sanhua Intelligent Control (002050), Top Group (601689), Sailun Tire (601058), Desay SV (002920), Huayu Automotive (600741), Wanfeng Aowei (002085), Yinlun Co. (002126), and Shuanghuan Transmission (002472), with the top ten stocks accounting for a total of 40.36% of the index [1]

Investment Rating - The report maintains a "Recommended" rating for the automotive industry [4]. Core Insights - The automotive market in July showed strong terminal demand despite entering the traditional off-season, with a year-on-year increase in sales [9][10]. - The penetration rate of new energy vehicles (NEVs) in domestic passenger cars has reached a historical high, indicating a positive trend for future growth [9][10]. Summary by Sections 1. Biweekly Update - In July, the automotive production was 2.591 million units, a year-on-year increase of 13.3%, while sales were 2.593 million units, up 14.7% year-on-year [9]. - Domestic sales of passenger cars reached 2.018 million units, with a year-on-year increase of 12.6% [9]. - The NEV penetration rate in July was 54.5%, reflecting a recovery to levels seen in September-October 2024 [10]. 2. Market Review - The automotive sector's performance was ranked 10th among 30 industries, with a biweekly increase of 5.64% [11]. - The best-performing sub-sectors included motorcycles and others, with a biweekly increase of 16.76% [11][15]. 3. Industry News - The report highlights the reintroduction of vehicle replacement subsidies in regions like Gansu and Guangxi, which is expected to support domestic demand [9]. - The report anticipates continued growth in NEV sales, driven by new model launches and a weakening sales momentum for fuel vehicles [10]. 4. Investment Recommendations - Recommended stocks include BYD and Li Auto for complete vehicles, and Huayu Automotive and Bertel for components [6]. - The report also suggests investing in companies involved in the human-robot industry chain, such as Top Group and Sutech [6].

8月18日，沪深两融数据显示，德赛西威获融资买入额1.61亿元，居两市第413位，当日融资偿还额1.61 亿元，净买入7.71万元。 本文源自：金融界 作者：智投君 最近三个交易日，14日-18日，德赛西威分别获融资买入1.24亿元、1.10亿元、1.61亿元。 融券方面，当日融券卖出0.12万股，净卖出0.07万股。 ...

Group 1 - The company has received approval from the China Securities Regulatory Commission for the issuance of shares to specific targets, as detailed in the announcement dated March 6, 2025 [1] - The company updated its financial data in the prospectus following the release of its 2025 semi-annual report on August 12, 2025, in compliance with regulatory requirements [1] - The company will fulfill its information disclosure obligations in a timely manner based on the progress of the issuance [2] Group 2 - The major shareholder, Huizhou Innovation Investment Co., Ltd., plans to reduce its holdings by up to 16,400,000 shares, not exceeding 3% of the total share capital [3][4] - The shareholder has executed share reductions in two phases, totaling 3,868,400 shares and 5,748,154 shares, which triggered the 1% integer multiple rule [4] - As of August 18, 2025, the shareholder has further reduced its holdings by 5,619,990 shares, bringing its total ownership to 121,462,992 shares, or 21.89% of the total share capital [4][5]

惠州市德赛西威汽车电子股份有限公司 证券代码：002920 证券简称：德赛西威 公告编号：2025-063 公司于 2025 年 8 月 18 日公司收到惠创投出具的《关于持有公司股份变动比 例触及 1%的告知函》，惠创投于 2025 年 8 月 7 日至 2025 年 8 月 18 日通过集中 竞价以及大宗交易方式合计减持公司股份 5,619,990 股，占公司当前总股本（不 含公司回购专户股份）的 1.02%。本次权益变动后，惠创投持有公司股份 121,462,992 股，占公司总股本的 21.89%，权益变动触及 1%的整数倍。 惠州市德赛西威汽车电子股份有限公司 关于 5%以上股东权益变动触及 1%整数倍的公告 股东惠州市创新投资有限公司保证向公司提供的信息披露内容真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及全体董事会成员保证公告内容与信息披露义务人提供的信息一致。 一、本次权益变动基本情况 惠州市德赛西威汽车电子股份有限公司（以下简称"公司"或"本公司"）于 2025 年 6 月 7 日披露了《关于公司股东减持股份预披露公告》，公司持股 5%以 上股东惠州市创新投资有限公司（以 ...

惠州市德赛西威汽车电子股份有限公司 Huizhou Desay SV Automotive Co., Ltd. 2024 年度向特定对象发行 A 股股票 募集说明书 （注册稿） 保荐人（主承销商） 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 二〇二五年八月 股票代码：002920 股票简称：德赛西威 惠州市德赛西威汽车电子股份有限公司 募集说明书（注册稿） 声 明 本公司全体董事、监事、高级管理人员承诺本募集说明书不存在任何虚假记 载、误导性陈述或重大遗漏，并保证所披露信息的真实、准确、完整。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证 本募集说明书中财务会计报告真实、完整。 证券监督管理机构及其他政府部门对本次发行所作的任何决定，均不表明其 对发行人所发行证券的价值或投资者的收益作出实质性判断或者保证。任何与之 相反的声明均属虚假不实陈述。 根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由发 行人自行负责，由此变化引致的投资风险，由投资者自行负责。 投资者应当认真阅读发行人公开披露的信息，自主判断企业的投资价值，自 主做出投资决策，若对本募集说明书存在 ...

证券代码：002920 证券简称：德赛西威 公告编号：2025-062 惠州市德赛西威汽车电子股份有限公司 关于向特定对象发行股票募集说明书（注册稿）等相关文件 更新财务数据的提示性公告 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。 公司向特定对象发行股票的申请已收到中国证券监督管理委员会（以下简称 "中国证监会"）出具的《关于同意惠州市德赛西威汽车电子股份有限公司向特 定对象发行股票注册的批复》（证监许可〔2025〕315 号），同意公司向特定对象 发行股票的注册申请，具体内容详见公司于 2025 年 3 月 6 日在《中国证券报》 《证券时报》及巨潮资讯网（www.cninfo.com.cn）上披露的《关于向特定对象发 行股票申请获得中国证券监督管理委员会同意注册批复的公告》（公告编号： 2025-014）。 惠州市德赛西威汽车电子股份有限公司 惠州市德赛西威汽车电子股份有限公司董事会 2025 年 8 月 18 日 鉴于公司已于 2025 年 8 月 12 日披露了《2025 年半年度报告》，根据《监管 规则适用指引——发行类第 7 号》等相关要求，公司会 ...

中信证券股份有限公司 关于 惠州市德赛西威汽车电子股份有限公司 2024年度向特定对象发行A股股票 之 发行保荐书 保荐人（主承销商） 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 二〇二五年八月 惠州市德赛西威汽车电子股份有限公司 2024 年度向特定对象发行 A 股股票 发行保荐书 声 明 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）接受惠州市 德赛西威汽车电子股份有限公司（以下简称"德赛西威""发行人"或"公 司"）的委托，担任惠州市德赛西威汽车电子股份有限公司 2024 年度向特定对 象发行 A 股股票（以下简称"本次证券发行""本次向特定对象发行"或"本 次发行"）的保荐人，为本次发行出具发行保荐书。 保荐人及指定的保荐代表人根据《中华人民共和国公司法》（以下简称"《公 司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、《上市 公司证券发行注册管理办法》（以下简称"《注册管理办法》"）《证券发行上 市保荐业务管理办法》等有关法律、法规和中国证券监督管理委员会（以下简称 "中国证监会"）的有关规定，诚实守信，勤勉尽责，严格按照依法制订的业务 规则、行业执业规范和 ...