Group 1 - The company disclosed that its major shareholder, Huizhou Innovation Investment Co., Ltd. (惠创投), plans to reduce its shareholding by up to 16,400,000 shares, which is no more than 3% of the total share capital, due to funding needs [1] - From July 9 to July 29, 2025, Huizhou Innovation Investment Co., Ltd. reduced its holdings by 3,868,400 shares through block trading, representing 0.70% of the total share capital [1] - After the reduction, Huizhou Innovation Investment Co., Ltd. holds 132,831,136 shares, accounting for 23.94% of the total share capital [1]

Group 1 - The major shareholder, Huizhou Innovation Investment Co., Ltd. (惠创投), plans to reduce its stake in Huizhou Desay SV Automotive Electronics Co., Ltd. by up to 16,400,000 shares, which is no more than 3% of the company's total share capital, due to funding needs [1] - From July 9 to July 29, 2025, Huizhou Innovation Investment Co., Ltd. has reduced its holdings by 3,868,400 shares through block trading, accounting for 0.70% of the company's total share capital [1] - After the reduction, Huizhou Innovation Investment Co., Ltd. holds 132,831,136 shares, representing 23.94% of the total share capital of the company [1]

金融界消息 截至2025年7月29日收盘，德赛西威（002920）报收于106.91元，上涨1.34%，换手率 1.2%，成交量6.63万手，成交金额7.01亿元。 资金流向方面，今日主力资金净流出2166.19万元，占比成交额3.09%。其中，超大单净流出1538.53万 元、占成交额2.19%，大单净流出627.66万元、占成交额0.9%，中单净流出流入525.48万元、占成交额 0.75%，小单净流入1640.70万元、占成交额2.34%。 德赛西威最新一期业绩显示，截至2025一季报，公司营业总收入67.92亿元、同比增长20.26%，归属净 利润5.82亿元，同比增长51.32%，扣非净利润4.97亿元，同比增长34.08%，流动比率1.515、速动比率 1.162、资产负债率52.96%。 天眼查商业履历信息显示，惠州市德赛西威汽车电子股份有限公司，成立于1986年，位于惠州市，是一 家以从事计算机、通信和其他电子设备制造业为主的企业。企业注册资本55494.9301万人民币，实缴资 本55000万人民币。公司法定代表人为高大鹏。 通过天眼查大数据分析，惠州市德赛西威汽车电子股份有限公司共对外投资 ...

证券时报•数据宝统计显示，德赛西威今日收盘价为106.91元，上涨1.34%，日换手率为1.20%，成交额为7.01亿元，全天主力资金净流出2270.80万 元，近5日该股累计上涨3.19%，近5日资金合计净流入2143.24万元。 （原标题：德赛西威现2笔大宗交易 总成交金额2911.80万元） 德赛西威7月29日大宗交易平台共发生2笔成交，合计成交量30.00万股，成交金额2911.80万元。成交价格均为97.06元，相对今日收盘价折价 9.21%。从参与大宗交易营业部来看，机构专用席位共出现在1笔成交的买方或卖方营业部中，合计成交金额为1941.20万元，净买入1941.20万 元。 进一步统计，近3个月内该股累计发生48笔大宗交易，合计成交金额为3.66亿元。 | 成交量 （万股） | 成交金额 （万元） | 成交价格 （元） | 相对当日 收盘折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 20.00 1941.20 | | 97.06 | （%） -9.21 | 机构专用 | 中国中金财富证券有限公司惠州文昌一路证券营业部 ...

格隆汇7月29日丨德赛西威(002920.SZ)公布，公司于2025年7月29日收到公司惠创投出具的《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7月9日至2025年7月29日通过大宗交易方式合计 减持公司股份3,868,400股，占公司当前总股本(不含公司回购专户股份)的0.70%。本次权益变动后，惠 创投持有公司股份132,831,136股，占公司总股本的23.94%。 ...

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：2025-055 1.基本情况 | 信息披露义务人 | 惠州市创新投资有限公司 | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 住所 | 广东省惠州市惠城区江北文华一路 | | | | | | | | | 2 | 号大隆大厦二期 | 7 | 层 | | 权益变动时间 | 2025 7 7 | 年 | 月 | 9 | 日至 | 2025 | 年 | 月 | 29 | 日 | | | | 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 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 ...

| 权益类证券大宗交易(协议交易) | | | | | | | 回下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2025-07-29 | 002920 | 德赛西威 | 97.06 | 10.00 | 970.60 中国中金财富证券 | 中国中金财富证券 | | | | | | | | 有限公司天津分公 | 有限公司惠州文昌 | | | | | | | | F | 一路证券营业部 | | | 2025-07-29 | 002920 | 德赛西成 | 97.06 | 20.00 | 1,941.20 机构专用 | 中国中金财富证券 | | | | | | | | | 有限公司惠州文昌 | | | | | | | | | 一路证券营业部 | | 7月29日，德赛西威大宗交易成交30万股，成交额2911.8万元，占当日总成交额的3.99%，成交价97.06 元，较市场收盘价106.91元折价9.21 ...

Core Insights - Desay Battery has launched the world's first active safety AI battery, capable of providing a 30-day risk warning for battery issues, shifting energy storage safety from reactive to proactive measures [1][3] - Despite the technological breakthrough, the stock price remains stagnant due to the early stage of mass production and the fact that profits have not yet been reflected in financial statements [3] Group 1: Technological Advancements - The AI battery incorporates internal sensors for real-time monitoring of temperature and pressure, allowing for a 30-day advance warning of potential risks, and can extend battery life by 15% while significantly reducing data center electricity costs by 79% [3] - A 1GWh order was signed by a Romanian client, indicating strong market interest in the new technology [3] Group 2: Market Dynamics - Institutional investors are engaging in large-scale transactions at discounted prices, with notable trades occurring at 7% and 9.74% below market price [3] - The annualized scale of overseas smart driving orders for Desay Westwell has reached 27 billion, with production facilities in Germany already operational and a Spanish facility set to deliver next year [3] Group 3: Financial Metrics - Desay Westwell's current P/E ratio is 26, significantly lower than the computer industry average of 48, with institutional target prices set at 138 yuan compared to the current price of 104 yuan [3] - Key financial indicators for Desay Westwell include a projected revenue growth rate of 20.26% for Q1 2025, a net profit growth rate of 51.32%, and a gross margin of 20.52% [4]

Core Insights - The 2025 Fortune China 500 list highlights the significant rise of new energy vehicle (NEV) companies, showcasing a collective upward trend among firms like Seres, NIO, Xpeng, Li Auto, and the newcomer Leap Motor, indicating a vibrant industry [1][2] - The ranking is primarily based on companies' 2024 revenue, revealing a complex landscape of high revenue growth alongside profit declines and ongoing price wars [1][2] Group 1: New Energy Vehicle Companies - Seres achieved the largest ranking leap, moving from 404th to 169th, with revenue exceeding $20.177 billion, a remarkable increase of 298.5% [1] - Xpeng rose from 452nd to 351st, with revenue of $5.68 billion, up 31.1% year-on-year [2] - Li Auto's ranking improved slightly from 184th to 171st, with revenue of $20.077 billion, an increase of 14.8% [2] - NIO moved from 312th to 269th, with revenue of $9.136 billion, up 16.3% [2] - Leap Motor debuted at 423rd, with a revenue surge of 89% to $4.47 billion [2] Group 2: Established Private Automakers - BYD climbed from 40th to 27th, with revenue and profit growth of 26.9% and 31.8% respectively [2] - Geely Holdings improved from 54th to 41st, with a revenue increase of 13.6% and a slight profit rise of 2.8% [2] - Great Wall Motors moved from 158th to 140th, with revenue growth of 14.9% and a profit increase of 77.8% [2] Group 3: State-Owned Enterprises - Dongfeng Motor fell from 64th to 73rd, with a revenue decline of 10.9%, but managed to turn a profit of $318 million from a previous loss of $391 million [3] - SAIC dropped from 30th to 38th, with a revenue decrease of 17.1% and a profit drop of 88.4% [3] - FAW slid from 35th to 43rd, with a revenue decline of 13.1% and a profit drop of 70.8% [3] - GAC fell from 53rd to 66th, with a revenue decrease of 21.5% and a profit drop of 168.0% [3] Group 4: Export Performance - Chery Automotive rose from 100th to 49th, with revenue of $59.694 billion, up 52.7%, largely due to its export performance [4] - Yutong Bus saw a significant ranking increase from 488th to 375th, with a revenue growth of 35.4% and a profit increase of 122.9% [4] Group 5: Battery and Supply Chain Companies - CATL's ranking fell by 9 places to 77th, with an 11.2% revenue decline but a 13.2% profit increase [4] - Guoxuan High-Tech improved from 442nd to 394th, with a revenue increase of 10.2% and a profit rise of 26.5% [4] - Desay SV's debut on the list at 474th, with revenue of $3.838 billion, up 24.0%, and a profit of $279 million, up 27.5% [5]

Core Insights - The 2025 Fortune China 500 list highlights the significant rise of new energy vehicle (NEV) companies, showcasing a collective upward trend among them, while state-owned enterprises (SOEs) generally underperformed [1][2][3] Group 1: New Energy Vehicle Companies - New entrants like Seres, NIO, Xpeng, Li Auto, and Leap Motor saw substantial ranking increases, with Seres jumping from 404th to 169th, achieving a revenue of $20.177 billion, a 298.5% increase [1] - Xpeng rose from 452nd to 351st with a revenue of $5.68 billion, up 31.1% year-on-year; Li Auto's revenue reached $20.077 billion, a 14.8% increase, while NIO climbed from 312th to 269th with a revenue of $9.136 billion, up 16.3% [2] - Leap Motor, making its debut on the list, ranked 423rd with a revenue of $4.47 billion, soaring 89% [2] Group 2: Private Enterprises - BYD improved its ranking from 40th to 27th, with revenue and profit growth of 26.9% and 31.8% respectively; Geely Holdings moved from 54th to 41st with a 13.6% revenue increase and a slight profit rise of 2.8% [2] - Great Wall Motors climbed from 158th to 140th, reporting a revenue increase of 14.9% and a profit surge of 77.8% [2] Group 3: State-Owned Enterprises - SOEs like Dongfeng Motors fell from 64th to 73rd, with a revenue decline of 10.9% but managed to turn a profit of $318 million from a previous loss of $391 million [3] - SAIC dropped from 30th to 38th, with a revenue decrease of 17.1% and an 88.4% profit drop; FAW fell from 35th to 43rd, with a 13.1% revenue decline and a 70.8% profit drop [3] - GAC Motors slid from 53rd to 66th, with a revenue drop of 21.5% and a staggering 168% profit decline [3] Group 4: Export Performance - Chery Motors saw a significant ranking increase from 100th to 49th, with a revenue of $59.694 billion, up 52.7%, largely due to its export performance, which grew by 21.4% [3] - Yutong Bus also experienced a notable ranking rise from 488th to 375th, with a revenue increase of 35.4% and a profit growth of 122.9% [3] Group 5: Profitability Concerns - Despite rising rankings, some companies face profit declines, such as Li Auto, which reported a profit of $1.116 billion, down 32.5%, and Chery, with a profit drop of 21.7% [4] - The ongoing price war in the automotive sector is expected to lead to further differentiation and consolidation among companies [4] Group 6: Battery and Supply Chain Companies - CATL's ranking fell by 9 places to 77th, with an 11.2% revenue decline but a 13.2% profit increase; Guoxuan High-Tech rose from 442nd to 394th, with a revenue increase of 10.2% and a profit rise of 26.5% [4] - Companies in the intelligent driving supply chain, such as Joyson Electronics and Desay SV, also showed strong performance, with Joyson moving up to 300th and Desay entering the list at 474th with a revenue of $3.838 billion, up 24% [4]