| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603129 | 春风动力 | 258.07 | 2.25% | 1.64万 | 4.20亿 | | 603529 | 爰玛科技 | 29.35 | 1.98% | 6.28万 | · 1.83亿 | | 603766 | 障 | 15.39 | 1.58% | 14.79万 | 2.27亿 | | 301345 | 涛涛车业 | 221.00 | 1.58% | 1.41万 | 3.09亿 | | 600818 | 中路股份 | 9.90 | 1.33% | 3.95万 | 3902.37万 | | 300994 | 久祺股份 | 16.85 | 0.96% | 2.74万 | 4623.33万 | | 002105 | 信隆健康 | 7.10 | 0.71% | 5.40万 | 3829.24万 | | 000913 | 钱江摩托 | 15.65 | 0.58% | 5.12万 | 7974.91万 | | 603787 | 新目股份 | 13 ...

（文章来源：证券日报） 证券日报网讯 2月3日，久祺股份在互动平台回答投资者提问时表示，公司通过结算方式优化、主动金 融工具对冲、产品升级等多种方式进行综合应对。提升自主品牌销售，不断增强内在盈利能力，增加跨 境人民币的结算比例，从而提升对汇率等外部风险的抵御能力。 ...

证券日报网讯 2月3日，久祺股份在互动平台回答投资者提问时表示，上市公司若拟实施收购计划，将 严格按照《中华人民共和国证券法》《上市公司信息披露管理办法》等法律法规及交易所规则，通过指 定媒体（如证监会指定信息披露报刊、网站）或证券交易所平台进行公开披露。 （文章来源：证券日报） ...

Group 1 - The motorcycle and other sectors experienced a decline of 1.6% on January 29, with Zhenghe Industrial leading the drop [1][2] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] - Key stocks in the motorcycle sector showed mixed performance, with Qianjiang Motorcycle up by 1.89% and Zhenghe Industrial down by 5.33% [1][2] Group 2 - The net capital outflow from the motorcycle and other sectors was 165 million yuan, while retail investors saw a net inflow of 131 million yuan [2][3] - Major stocks like Aima Technology and New Day Shares had significant retail inflows, with New Day Shares seeing a retail net inflow of 950.27 million yuan [3] - The capital flow data indicates that institutional investors were net sellers in several stocks, including New Day Shares and Qianjiang Motorcycle [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603766 | 降替通用 | 15.97 | 3.23% | 30.83万 | | 4.92 乙 | | 603129 | 春风动力 | 274.00 | 2.93% | 2.02万 | | · 5.47 Z | | 003033 | 征和工业 | 71.13 | 1.11% | 1.90万 | | 1.33亿 | | 301345 | 涛涛车业 | 213.13 | 0.83% | 1.23万 | | 2.59亿 | | 002105 | 信隆健康 | 7.31 | 0.83% | 21.36万 | | 1.56亿 | | 6000099 | 林海股份 | 10.97 | 0.46% | 3.03万 | | 3299.65万 | | 60006899 | 九号公司 | 56.03 | 0.41% | 9.81万 | | 5.48亿 | | 300994 | 久祺股份 | 16.97 | 0.06% | 2.56万 | | 430 ...

Core Viewpoint - The global electric assist bicycle market is rapidly growing due to government subsidies and policies aimed at reducing carbon emissions and promoting green transportation, with a projected market size of $32.95 billion in 2024, reflecting a 0.6% year-on-year growth [2]. Overview - Electric assist bicycles, also known as e-bikes, are a new type of transportation that primarily relies on human power, supplemented by electric motors and batteries [2]. - According to the National Bureau of Statistics, electric assist bicycles fall under the category of "C manufacturing" [2]. Market Policy - China has integrated electric assist bicycles into its "dual carbon" and green transportation frameworks, issuing various policies to support and regulate the industry, creating a favorable environment for development [13]. - Key policies include the "14th Five-Year Plan for National Economic and Social Development" and the "Guidance on the Development of the Electric Bicycle Industry during the 14th Five-Year Plan" [13][14]. Industry Entry Barriers - The electric assist bicycle industry has high entry barriers due to the need for comprehensive supply chain management capabilities, which require long-term operational experience to develop [8]. - Established manufacturers can efficiently integrate product design, material procurement, production, quality control, logistics, and after-sales service, making it difficult for new entrants to compete [8]. Industry Chain - The upstream of the electric assist bicycle industry includes suppliers of raw materials like steel, aluminum, and carbon fiber, as well as energy system suppliers such as lithium batteries and core components like motors and controllers [15]. - The midstream consists of electric assist bicycle manufacturers, while the downstream includes retail stores, distributors, e-commerce platforms, and end consumers [15].

Group 1 - The motorcycle and other sectors experienced a decline of 1.89% on January 20, with Zhenghe Industrial leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Major stocks in the motorcycle sector showed mixed performance, with Aima Technology up by 1.50% and Zhenghe Industrial down by 4.16% [1][2] Group 2 - The net outflow of main funds in the motorcycle and other sectors was 182 million yuan, while retail investors saw a net inflow of 126 million yuan [2] - The table of fund flows indicates that XD Longxin Tong had a main fund net inflow of 17.44 million yuan, while Shanghai Phoenix had a net inflow of 5.63 million yuan [3] - Retail investors showed a positive net inflow in several stocks, including New Day Co. with a net inflow of 463.27 million yuan [3]

Core Insights - The global electric assist bicycle market is rapidly growing, with a projected market size of $32.95 billion in 2024, reflecting a year-on-year growth of 0.6% [1][10]. Industry Overview - Electric assist bicycles, also known as e-bikes, are a new type of transportation that primarily relies on human power, supplemented by electric motors and batteries [2]. - The industry is characterized by various types of electric assist bicycles, including torque sensor assist, speed sensor assist, and manual assist types, as well as different motor and battery configurations [4]. Market Policies - The Chinese government has integrated electric assist bicycles into its "dual carbon" and green travel initiatives, issuing multiple policies to support and regulate the industry, creating a favorable environment for growth [7]. Industry Chain - The supply chain for electric assist bicycles includes upstream raw material suppliers, energy system providers, and core component manufacturers, with a growing demand driven by supportive policies and a shift towards green transportation [9]. Development Status - The electric assist bicycle market is experiencing significant growth globally, with both mature and emerging markets showing increased demand, particularly in response to climate change and urban transportation challenges [5][10]. Competitive Landscape - The market consists of brand operators and ODM/JDM/OEM manufacturers, with notable players including Accell Group, Pon, and domestic companies like Jiuqi Co., Ltd. and Tianjin Fujisawa [11][12]. - Jiuqi Co., Ltd. reported a revenue of 1.56 billion yuan from electric assist bicycles in the first half of 2025, accounting for 10.43% of its total revenue [11]. Development Trends - Future growth will be driven by policy support, technological innovations in battery and motor systems, and the expansion of application scenarios beyond commuting to include leisure and delivery services [13][14][16]. - The industry is expected to shift towards a dual focus on manufacturing and brand development, enhancing international competitiveness and establishing a more robust global supply chain [16].

Market Overview - The motorcycle and other sectors experienced a decline of 0.44% on the trading day, with Taotao Industry leading the drop [1] - The Shanghai Composite Index closed at 4165.29, up by 1.09%, while the Shenzhen Component Index closed at 14366.91, up by 1.75% [1] Stock Performance - Notable gainers in the motorcycle sector included: - Xinday Co., Ltd. (603787) with a closing price of 13.78, up by 3.30% [1] - Xinlong Health (002105) with a closing price of 7.58, up by 2.85% [1] - Linhai Co., Ltd. (600099) with a closing price of 10.61, up by 1.53% [1] - Taotao Industry (301345) saw a significant decline, closing at 233.00, down by 7.09% [2] Trading Volume and Capital Flow - The motorcycle and other sectors experienced a net outflow of 151 million yuan from main funds, while retail investors saw a net inflow of 145 million yuan [2] - The trading volume for Taotao Industry was 28,500 shares, with a total transaction value of 66.6 million yuan [2] Capital Inflow Analysis - Main funds showed a net inflow of 15.83 million yuan for Taotao Industry, but retail investors had a net outflow of 118,220 yuan [3] - Spring Wind Power (603129) had a net inflow of 13.14 million yuan from main funds, while retail investors experienced a net outflow of 1.17 million yuan [3] - Linhai Co., Ltd. (600099) had a net outflow of 2.21 million yuan from main funds, but a net inflow of 1.28 million yuan from retail investors [3]

Market Overview - The motorcycle and other sectors increased by 0.45% on January 9, with Taotao Industry leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] Stock Performance - Taotao Industry (301345) closed at 250.78, with a rise of 4.88% and a trading volume of 22,900 lots, amounting to 565 million yuan [1] - Qianjiang Motorcycle (000913) saw a slight increase of 0.45%, closing at 15.63 with a trading volume of 59,000 lots [1] - Other notable stocks include: - Qianli Technology (601777) at 12.13, up 1.93% [1] - Jiuzhi Co. (300994) at 16.35, up 0.43% [1] Capital Flow - The motorcycle and other sectors experienced a net outflow of 194 million yuan from main funds, while retail investors saw a net inflow of 233 million yuan [2] - The capital flow for specific stocks indicates: - Spring Power (603129) had a main fund net inflow of over 9.33 million yuan [3] - Linhai Co. (600099) had a main fund net inflow of 1.46 million yuan [3] - Qianjiang Motorcycle (000913) experienced a net outflow of 5.20 million yuan from main funds [3]