证券代码：300258 证券简称：精锻科技 公告编号：2025-048 债券代码：123174 债券简称：精锻转债 已发行股份总额 10%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。 特别提示： 司"）向不特定对象发行的可转换公司债券（以下简称"可转债"）"精锻转债" 累计有4,809,642张转换成公司已发行的A股股票，转股数累计为50,623,659股，占公 司可转债开始转股前已发行股份总数481,770,753的10.51%。 锻转债"发行总量9,800,000张的50.92%。 一、可转债的基本情况 （一）可转债发行情况 经中国证券监督管理委员会《关于同意江苏太平洋精锻科技股份有限公司向不 特定对象发行可转换公司债券注册的批复》（证监许可202345号）文核准，江苏 太平洋精锻科技股份有限公司（以下简称"公司"）于2023年2月15日向不特定对象 发行980万张可转换债券，债券面值人民币100元，发行总额人民币98,000.00万元。 江苏太平洋精锻科技股份有限公司 关于可转债转股数额累计达到转股前公司 精锻转债的初始转股价格为13.09元/ ...

江苏太平洋精锻科技股份有限公司 关于可转债转股数额累计达到转股前公司 已发行股份总额 10%的公告 经中国证券监督管理委员会《关于同意江苏太平洋精锻科技股份有限公司向不 特定对象发行可转换公司债券注册的批复》（证监许可[2023]45号）文核准，江苏 太平洋精锻科技股份有限公司（以下简称"公司"）于2023年2月15日向不特定对象 发行980万张可转换债券，债券面值人民币100元，发行总额人民币98,000.00万元。 （二）可转债上市情况 | 证券代码：300258 | 证券简称：精锻科技 | 公告编号：2025-048 | | --- | --- | --- | | 债券代码：123174 | 债券简称：精锻转债 | | 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5月16日收盘，江苏太平洋精锻科技股份有限公司（以下简称"公 司"）向不特定对象发行的可转换公司债券（以下简称"可转债"）"精锻转债" 累计有4,809,642张转换成公司已发行的A股股票，转股数累计为50,623,659股，占公 司可转债开始转股前已发行股份总 ...

Summary of Key Points Core Viewpoint - As of May 16, the total market financing balance decreased to 1.79 trillion yuan, indicating a slight reduction in investor activity in the market [1]. Company and Industry Analysis - The financing balance in the Shanghai market was 907.43 billion yuan, down by 0.92 billion yuan, while the Shenzhen market's balance was 882.06 billion yuan, also down by 0.92 billion yuan. The North Exchange's financing balance decreased to 5.38 billion yuan, down by 0.038 billion yuan [1]. - On May 16, a total of 1,712 stocks received net financing purchases, with 257 stocks having net purchases exceeding 10 million yuan. Notably, 22 stocks had net purchases over 50 million yuan [1]. - The top three stocks by net financing purchases on May 16 were: - China Merchants Bank: 170.42 million yuan - Tonghua Golden Horse: 167.08 million yuan - China Ping An: 136.61 million yuan [2]. - The industries with the highest concentration of stocks receiving net financing purchases over 50 million yuan included automotive, basic chemicals, and food and beverage, each with three stocks listed [1]. - The average ratio of financing balance to circulating market value for stocks with significant net purchases was 4.01%, with Dongtu Technology having the highest ratio at 9.79% [2]. - The financing net purchase rankings on May 16 highlighted several stocks, including: - Dongtu Technology: 8.04 million yuan, 7.58% increase - Tonghua Golden Horse: 16.71 million yuan, 2.45% increase - BYD: 9.85 million yuan, 3.28% increase [2][3].

Group 1 - The Xiaomi automotive concept stock increased by 2.14%, ranking 6th among concept sectors, with 81 stocks rising, including Wan'an Technology and Dongfang Zhongke hitting the daily limit [1][2] - The leading gainers in the Xiaomi automotive concept sector included Jinguan Technology, Wanxiang Qianchao, and Yinlun Co., which rose by 12.28%, 8.29%, and 7.23% respectively [1][2] - The sector saw a net inflow of 1.742 billion yuan from main funds, with 51 stocks receiving net inflows, and five stocks exceeding 100 million yuan in net inflow, led by Wanxiang Qianchao with 661 million yuan [2][3] Group 2 - The top three stocks by net inflow ratio were Wan'an Technology, Wanxiang Qianchao, and Chunqiu Electronics, with net inflow ratios of 47.84%, 18.04%, and 17.16% respectively [3] - The net inflow of main funds for the Xiaomi automotive concept was significant, indicating strong investor interest in this sector [2][3] - The overall market performance showed a mixed trend, with some sectors like PEEK materials gaining 3.40% while others like the horse racing concept declining by 1.41% [2]

截至5月16日收盘，汽车热管理概念上涨1.82%，位居概念板块涨幅第10，板块内，102股上涨，铭科精 技、均胜电子、新坐标等涨停，精锻科技、银轮股份、经纬恒润等涨幅居前，分别上涨12.28%、 7.23%、6.42%。跌幅居前的有天龙股份、永茂泰、恒勃股份等，分别下跌2.11%、1.82%、1.18%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 3.40 | 赛马概念 | -1.41 | | 可控核聚变 | 2.76 | 自由贸易港 | -1.12 | | 草甘膦 | 2.72 | 养鸡 | -1.06 | | 华为汽车 | 2.18 | 航运概念 | -1.00 | | 一体化压铸 | 2.15 | 期货概念 | -0.83 | | 小米汽车 | 2.14 | 猪肉 | -0.83 | | 长安汽车概念 | 1.98 | 同花顺中特估100 | -0.71 | | 培育钻石 | 1.93 | 信托概念 | -0.70 | | 有机硅概念 | 1.92 | 粮食概念 | -0.69 ...

2025.05. 16 作者 | 一财资讯 5月16日，三大股指集体收跌，上证指数报收3367.46点，跌0.4%；深成指报收10179.6点，跌 0.07%；创业板指报收2039.45点，跌0.19%。 盘面上，PEEK材料、草甘膦、可控核聚变、汽车零部件、化学制药板块涨幅居前，物流、化学纤 维、美容护理、保险板块走低。 PEEK材料概念股涨幅居前，截至收盘，新瀚新材大涨16%，华密新材涨超10%，中欣氟材涨停， 中研股份涨超9%。 汽车零部件板块大涨，豪恩汽电20%涨停，大地电气涨超18%，兆丰股份、精锻科技、鑫宏业等涨 超10%。 化学纤维板块领跌，苏州龙杰跌超7%，吉林碳谷、三房巷、江南高纤等多股不同程度下挫。 【机构观点】 江海证券： 短暂回落不改原有上升趋势。 德讯证券： 修复性行情基本告一段落，但中长期依然具备向好基础。 国金证券： 近期市场焦点集中在成交量的波动上。周四两市成交额缩量至1.15万亿元，周五上午第 一小时较周四进一步缩量600亿元。尽管如此，平均股价指数在探底后出现回升，科技板块中的人形 机器人板块呈现出企稳向好态势，有利于市场整体的震荡回升。后续的超跌反弹若不能有效放量，上 升 ...

Core Insights - The automotive industry experienced stable revenue growth in Q1 2025, with a year-on-year increase of 6.8%, while total profit decreased by 8.9% to 946.5 billion yuan [11][12] - The report highlights that leading companies in the automotive sector, particularly those with efficient management, have shown better-than-average performance in terms of net profit and operating cash flow [3][8] - The anticipated release of new models and the impact of local consumption promotion policies are expected to support a gradual recovery in automotive company performance in Q2 2025 [3][12] Revenue and Profit Analysis - In 2024, the automotive industry generated a total revenue of 10.65 trillion yuan, reflecting a 5.4% year-on-year growth, while total profit fell by 9.1% to 462.26 billion yuan [11][12] - The Q1 2025 revenue for the automotive industry was 2.40 trillion yuan, with a profit total of 946.5 billion yuan, indicating a continued decline in profitability [11][12] Profitability Comparison - The profitability of passenger vehicle companies showed significant differentiation in Q1 2025, with some companies like BYD and Seres maintaining strong growth, while others like GAC Group and JAC Motors faced challenges [17][18] - In 2024, the overall profit margin for the automotive industry was 12.4%, down 0.9 percentage points year-on-year, and further decreased to 12.1% in Q1 2025 [12][27] Inventory Management - Inventory levels in the automotive sector showed improvement for bus and parts companies, while passenger vehicle companies faced slight increases in turnover pressure [8][12] - By the end of Q1 2025, the inventory of the automotive industry accounted for 20.9% of current assets, a 1.2 percentage point increase year-on-year [8][12] Cash Flow Analysis - The overall cash flow in the automotive industry faced pressure, with the net cash flow from operating activities for the vehicle sector turning negative at -22.19 billion yuan in Q1 2025 [8][12] - The cash flow for parts companies showed a decline, with a total of 123.05 billion yuan in Q1 2025, down 1.4% year-on-year [8][12] Investment Recommendations - The report suggests focusing on leading automotive companies and those involved in the Huawei and Xiaomi supply chains, as well as companies in the humanoid robot and intelligent driving sectors [3][8] - Recommended companies include SAIC Motor, JAC Motors, BYD, Changan Automobile, and several parts manufacturers such as New Spring Co., Silver Wheel Co., and Top Group [3][8]

Core Viewpoint - The performance of Jingzhu Technology is currently under pressure due to fluctuations in export business and expenses, with a revenue of 2.03 billion yuan in 2024, down 3.7% year-on-year, and a net profit of 160 million yuan, down 33.1% year-on-year [2][11][16] Financial Performance - In 2024, Jingzhu Technology reported a revenue of 2.03 billion yuan, a decrease of 3.7% year-on-year, and a net profit of 160 million yuan, down 33.1% year-on-year. The net profit excluding non-recurring items was 120 million yuan, down 41.2% year-on-year [2][11][16] - For Q4 2024, the revenue was 560 million yuan, a decrease of 6.7% year-on-year but an increase of 21.3% quarter-on-quarter. The net profit was 40 million yuan, down 12.0% year-on-year but up 93.7% quarter-on-quarter [2][11][16] - In Q1 2025, the company achieved a revenue of 510 million yuan, an increase of 1.6% year-on-year but a decrease of 8.2% quarter-on-quarter. The net profit was 40 million yuan, down 14.9% year-on-year and down 7.9% quarter-on-quarter [2][11][16] Cost Management - In Q1 2025, the sales, management, and R&D expense ratios were 0.8%, 6.8%, and 6.0%, respectively, showing slight year-on-year and quarter-on-quarter changes. The gross profit margin was 24.3%, down 3.1 percentage points year-on-year but up 1.6 percentage points quarter-on-quarter [4][3][11] Business Expansion - The company is expanding its product categories from single gear supply to differential assembly supply, while also venturing into reducer gears and lightweight chassis business. It has secured orders from domestic brands, new forces, Volvo, and major North American clients [6][5] - The overseas expansion includes a factory in Thailand expected to begin small-scale trial production in June 2025, with mass supply planned for the second half of 2025. Future plans also include establishing a production base in North Africa [6][5] Robotics Sector - The company is actively advancing its robotics intelligent joint module business, collaborating with Tianjin Aima Automation to establish a joint venture. The internal team is progressing as planned, leveraging its gear forging capabilities and customer base for advancements in the robotics sector [8][7]

1 国投证券股份有限公司 关于江苏太平洋精锻科技股份有限公司 2024年度跟踪报告 | 保荐机构名称：国投证券股份有限公司 | 被保荐公司简称：精锻科技（300258） | | --- | --- | | 保荐代表人姓名：徐恩 | 联系电话：021-55518888 | | 保荐代表人姓名：徐荣健 | 联系电话：021-55518700 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1. 公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 无 | | 2. 督导公司建立健全并有效执行规章制度的 | | | 情况 | | | （1）是否督导公司建立健全规章制度（包 | | | 括但不限于防止关联方占用公司资源的制 | 是 | | 度、募集资金管理制度、内控制度、内部审 | | | 计制度、关联交易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3. 募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 2次 | | （2）公司募集资金项目进展是否与信息披 | 是 ...

| 证券代码：300258 | 证券简称：精锻科技 | 公告编号：2025-047 | | --- | --- | --- | | 债券代码：123174 | 债券简称：精锻转债 | | 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 ...