Market Overview - The automotive thermal management sector declined by 1.86%, ranking among the top declines in concept sectors as of the market close on October 13 [1] - Within this sector, companies such as Hengshuai Co., Zhejiang Rongtai, and Jingwei Hengrun experienced significant declines, while 18 stocks saw price increases, with Hunan Tianyan, Changying Tong, and Keda Guochuang leading with gains of 6.67%, 6.55%, and 4.51% respectively [1] Concept Sector Performance - The top-performing concept sectors included Rare Earth Permanent Magnets with a gain of 6.92%, and Military Equipment Restructuring Concept with a gain of 3.51% [2] - The automotive thermal management sector was among the laggards, with a decline of 1.86%, alongside other sectors like AI PC and Decelerators [2] Capital Flow Analysis - The automotive thermal management sector saw a net outflow of 1.94 billion yuan, with 91 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 100 million yuan [2] - The leading stock for net outflow was Sanhua Intelligent Control, with a net outflow of 354 million yuan, followed by Top Group and Huagong Technology with outflows of 251 million yuan and 222 million yuan respectively [2] Notable Stocks in Automotive Thermal Management - Key stocks with significant net outflows included: - Sanhua Intelligent Control: -5.23% with a turnover rate of 5.92% and a net outflow of 353.60 million yuan - Top Group: -4.97% with a turnover rate of 3.39% and a net outflow of 251.08 million yuan - Huagong Technology: -3.19% with a turnover rate of 6.05% and a net outflow of 222.13 million yuan [3][4] Stocks with Positive Capital Inflows - Stocks with notable net inflows included: - Midea Group: 3.59 billion yuan - Feirongda: 57.68 million yuan - Sixuan New Materials: 53.25 million yuan [2][6]

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 格隆汇9月1日丨精锻科技(300258.SZ)公布，截至2025年8月31日，公司通过集中竞价交易方式累计回购 股份9,387,361股，占公司总股本的比例为1.6045%，成交最低价格为8.37元/股，成交最高价格为12.84 元/股，成交总金额约为10,053.90万元。 ...

格隆汇10月9日丨精锻科技(300258.SZ)公布，截至2025年9月30日，公司通过集中竞价交易方式累计回 购股份9,387,361股，占公司总股本的比例为1.6045%，成交最低价格为8.37元/股，成交最高价格为12.84 元/股，成交总金额约为10,053.90万元。 ...

证券代码：300258 证券简称：精锻科技 公告编号：2025-102 江苏太平洋精锻科技股份有限公司 关于回购公司股份实施进展的公告 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。 江苏太平洋精锻科技股份有限公司（以下简称"公司"）于2024年11月4日召 开第五届董事会第五次会议，于2024年11月22日召开2024年第二次临时股东大会， 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和银行回购 贷款以集中竞价交易的方式回购公司部分社会公众股份，用于减少注册资本及实施 员工持股计划或股权激励。本次用于回购股份的资金总额不低于人民币10,000万元 （含本数），不超过人民币20,000万元（含本数）；回购价格不超过人民币13.00 元/股（含本数）；本次回购股份的实施期限为自公司股东大会审议通过本次回购 股份方案之日起12个月内。具体内容详见公司在巨潮资讯网（www.cninfo.com.cn） 披露的《关于回购公司股份方案的公告》（公告编号：2024-068）及《回购报告书》 （公告编号：2024-076）。 2025年6月12日，公司实施 ...

Investment Rating - The industry investment rating is Neutral (maintained) [5] Core Insights - The sales and market share of Hongmeng Intelligent Driving models are expected to continue to rise, benefiting companies in the supply chain [2][3] - The report highlights the strong performance of Hongmeng Intelligent Driving models during the National Day holiday, with a total of 41,300 units booked from October 1-7, representing a 44% year-on-year increase [8] - The report anticipates that the introduction of national standards for intelligent assisted driving will further enhance the market share of vehicles equipped with Huawei's intelligent driving systems [8] Summary by Sections Investment Recommendations and Targets - The report suggests focusing on Hongmeng Intelligent Driving vehicles and related companies, with specific buy recommendations for SAIC Motor (600104), Yanchai Automobile (600418), and several component manufacturers including Yinlun Co. (002126), Xinquan Co. (603179), and others [3] - The report notes that multiple new models are set to launch, which is expected to drive sales and market share upward [3] Market Performance - The report indicates that the high-end and luxury segments of Hongmeng Intelligent Driving models are leading in market share, with significant bookings for models like the Zun Jie S800 and Wanjie M9 [8] - The report projects that by 2026, the product matrix of Hongmeng Intelligent Driving will be further enhanced, allowing for a more comprehensive market presence in the mid-to-high-end new energy vehicle sector [8] Regulatory Developments - The report discusses the upcoming mandatory national standards for intelligent connected vehicles, which are expected to be implemented on January 1, 2027, and how this will impact the market dynamics for L2 level assisted driving systems [8]

Core Insights - Hongmeng Zhixing achieved impressive pre-sales during the National Day period, with multiple new models launched in September expected to drive sales and market share growth in Q4 [1] - The high-end and luxury vehicle market share of Hongmeng Zhixing is leading, with a more complete product matrix expected by 2026 [2] - The proposed national standard for intelligent assisted driving is expected to enhance the market share of vehicles equipped with Huawei's driving assistance technology [3] Group 1 - Hongmeng Zhixing's total pre-sales reached 41,300 units from October 1-7, a 44% year-on-year increase compared to 28,600 units last year [1] - In September, Hongmeng Zhixing's delivery volume reached 52,900 units, with new vehicle pre-sales hitting a record high of 110,000 units [1] - New models such as the Aito M7, Shangjie H5, and Xiangjie S9T have received strong pre-sales, indicating a positive outlook for Q4 sales [1] Group 2 - The Aito S800 has accumulated over 15,000 pre-sales in four months, significantly outperforming competitors like Porsche Panamera and Mercedes-Benz S-Class [2] - The Aito M9 has maintained its position as the market leader with over 500,000 units sold for 18 consecutive months [2] - By 2026, Hongmeng Zhixing plans to launch new models across its product lines, including new SUVs and off-road vehicles, to strengthen its market position [2] Group 3 - The Ministry of Industry and Information Technology is seeking public opinion on a mandatory national standard for intelligent connected vehicles, set to be implemented on January 1, 2027 [3] - The standard will establish stricter entry requirements for L2-level assisted driving systems, which may benefit vehicles equipped with Huawei's technology [3] - Huawei's advanced driving capabilities are expected to help high-end brands like Aito capture market share from traditional luxury vehicles [3] Group 4 - With the launch of new models and the impending implementation of the intelligent driving standard, Hongmeng Zhixing's sales and market share are expected to rise [4] - Recommended investment targets include SAIC Motor, Jianghuai Automobile, and various component suppliers such as Yinlun, Xinquan, and Bojun Technology [4]

Core Viewpoint - Jingzhuan Technology announced a cash dividend distribution plan for the first half of 2025, indicating a commitment to returning value to shareholders [2] Group 1: Dividend Announcement - The company will distribute a cash dividend of 0.35 RMB per 10 shares (including tax) [2] - The record date for the dividend is set for October 15, 2025 [2] - The ex-dividend date is scheduled for October 16, 2025 [2]

Core Points - The company Pacific Precision Forging Technology announced an adjustment to the maximum repurchase price for its shares, changing it from 12.96 CNY per share to 12.93 CNY per share, effective from October 16, 2025 [1][4]. Summary by Sections Repurchase Plan Review - On November 4, 2024, the company held its fifth board meeting and subsequently convened a special shareholders' meeting on November 22, 2024, to approve a share repurchase plan. The plan involves using self-owned funds and bank loans to repurchase shares through centralized bidding, aimed at reducing registered capital and implementing an employee stock ownership plan or equity incentive. The total repurchase amount is set between 100 million CNY and 200 million CNY, with a maximum repurchase price of 13.00 CNY per share, to be executed within 12 months from the approval date [2]. Reason for Adjustment - The adjustment in the repurchase price is linked to the company's semi-annual equity distribution plan for 2025, which involves distributing 0.35 CNY per 10 shares to all shareholders, totaling approximately 20.15 million CNY. The record date for the equity distribution is October 15, 2025, and the ex-dividend date is October 16, 2025. The repurchase price must be adjusted accordingly if any ex-dividend events occur during the repurchase period [3]. Adjustment Details - The maximum repurchase price has been adjusted from 12.96 CNY per share to 12.93 CNY per share, calculated by subtracting approximately 0.0344 CNY from the previous price. This adjustment follows the relevant regulations [4]. Other Notes - Aside from the adjustment in the maximum repurchase price, all other aspects of the share repurchase plan remain unchanged. The company will fulfill its information disclosure obligations in a timely manner during the repurchase period [5].

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。 特别提示： 1、调整前回购股份价格上限：12.96元/股 证券代码：300258 证券简称：精锻科技 公告编号：2025-101 江苏太平洋精锻科技股份有限公司 关于2025年半年度权益分派实施后调整回购价格上限的公告 本次权益分派股权登记日为2025年10月15日，除权除息日为2025年10月16日。 本次权益分派实施后，每股现金红利=本次现金分红总额÷总股本（含回购专用证 券账户持有股份）=20,148,095.87元÷585,047,243股≈0.0344384元/股（以截至2025年9 月29日公司总股本585,047,243股，剔除公司已回购股份9,387,361股为基数，共派发现 金=（585,047,243股-9,387,361股）×0.035元/股=20,148,095.87元）。本次权益分派实施 后除权除息参考价=股权登记日收盘价-0.0344384元/股，具体内容详见公司在巨潮资讯 网（www.cninfo.com.cn）披露的《2025年半年度权益分派实施公告》（公告编号：2025-100） ...

证券代码：300258 证券简称：精锻科技 公告编号：2025-100 江苏太平洋精锻科技股份有限公司 2025年半年度权益分派实施公告 2、公司回购专用证券账户中的股份不参与分红。 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。 特别提示： 1、截至 2025 年 9 月 29 日，江苏太平洋精锻科技股份有限公司（以下简称"公 司"）总股本为 585,047,243 股，其中公司回购专用证券账户中的股份 9,387,361 股不 参与本次权益分派，因而剔除公司回购专用账户中的股份数量后，公司本次利润分 配的总股本基数为 575,659,882 股。 2、本次权益分派实施按公司总股本（含回购专用证券账户持有股份）折算每 10 股现金分红（含税）=本次实际现金分红总额÷公司总股本（含回购专用证券账户持 有股份）×10 股=20,148,095.87 元÷585,047,243 股×10 股≈0.344384 元（含税，保留到 小数点后六位，最后一位直接截取，不四舍五入）。 3、本次权益分派实施后的除权除息参考价格=股权登记日股票收盘价-按公司总 股本（含回购专用 ...