证券代码：301529 证券简称：福赛科技 公告编号：2025-054 芜湖福赛科技股份有限公司 股东询价转让结果报告书 公司持股5%以上股东陆体超保证向本公司提供的信息内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露内容与信息披露义务人提供的信息 一致。 出让方委托中信建投证券股份有限公司（以下简称"中信建投"或"组织券 商"）组织实施福赛科技首发前股东询价转让（以下简称"本次询价转让"），计 划通过询价出让方式转让股份数量为 1,700,000 股，占公司总股本的 2.0038%。 详 见 公 司 在 2025 年 9 月 18 日 和 2025 年 9 月 19 日 披 露 于 巨 潮 资 讯 网 （www.cninfo.com.cn）的《股东询价转让计划书》（公告编号：2025-051）、《中 信建投证券股份有限公司关于芜湖福赛科技股份有限公司股东向特定机构投资 1、本次权益变动主体为持有福赛科技 5%以上股份的股东陆体超。陆体超与 公司实际控制人、控股股东、董事长陆文波先生不构成一致行动人关系，本 次询价转让未导致公司控制权发生变更，不会对公司治理结构 ...

中信建投证券股份有限公司 关于芜湖福赛科技股份有限公司 股东向特定机构投资者询价转让股份的核查报告 深圳证券交易所： 中信建投证券股份有限公司（以下简称"中信建投证券"或"组织券商"） 受委托担任陆体超（以下简称"出让方"）以向特定机构投资者询价转让（以 下简称"询价转让"）方式减持所持有的芜湖福赛科技股份有限公司（以下简 称"公司"或"福赛科技"）首次公开发行前已发行股份的组织券商。 经核查，组织券商就本次询价转让的股东、受让方是否符合《深圳证券交 易所上市公司自律监管指引第 16 号——创业板上市公司股东询价和配售方式转 让股份（2025 年修订）》（以下简称"《询价转让和配售指引》"）要求，本 次询价转让的询价、转让过程与结果是否公平、公正，是否符合《询价转让和 配售指引》的规定作出如下报告说明。 （二）本次询价转让数量 本次拟询价转让股数上限为 1,700,000 股，受让方获配后，本次询价转让情 况如下： | 序号 | 转让股东名称 | 转让股份数量 | 占总股本比例 | 占所持股份比例 | 转让股份来源 | | --- | --- | --- | --- | --- | --- | | | | （ ...

从福赛科技十大流通股东角度 数据显示，国泰基金旗下1只基金位居福赛科技十大流通股东。国泰估值优势混合(LOF)A（160212）二 季度新进十大流通股东，持有股数206.23万股，占流通股的比例为4.56%。根据测算，今日浮亏损失约 327.91万元。连续7天下跌期间浮亏损失3468.79万元。 国泰估值优势混合(LOF)A（160212）成立日期2010年2月10日，最新规模10.83亿。今年以来收益 71.35%，同类排名364/8166；近一年收益68.3%，同类排名458/8014；成立以来收益338.13%。 10月10日，福赛科技跌2.08%，截至发稿，报75.01元/股，成交1.53亿元，换手率4.49%，总市值63.64亿 元。福赛科技股价已经连续7天下跌，区间累计跌幅18.32%。 资料显示，芜湖福赛科技股份有限公司位于安徽省芜湖市鸠江经济开发区灵鸢路2号，成立日期2006年 10月20日，上市日期2023年9月11日，公司主营业务涉及专注于汽车内饰件研发、生产和销售的高新技 术企业。主营业务收入构成为：功能件52.88%，装饰件42.16%，其他4.96%。 风险提示：市场有风险，投资需谨 ...

Core Viewpoint - The recent announcements regarding share reductions by major shareholders of Fosa Technology indicate potential concerns about the company's future growth prospects, compounded by declining profit margins and rising management costs [1][2]. Financial Performance - In the first half of 2025, Fosa Technology reported a revenue increase of 35.41% year-on-year, reaching 820 million yuan, but the gross profit margin fell to 24.66%, a decrease of 0.36 percentage points compared to the same period last year [1]. - Management expenses surged to 80 million yuan, reflecting a year-on-year increase of 32.43%, resulting in a management expense ratio of 9.25%, significantly higher than the industry average [1][2]. - Accounts receivable and notes receivable reached 691 million yuan, with a year-on-year growth of 31.11%, indicating potential cash flow pressures amid business expansion [1]. Shareholder Actions - Major shareholder Lu Tichao plans to reduce holdings by 1.7 million shares, representing 2.0038% of the total share capital, at a price of 72.08 yuan per share [1]. - This marks the second instance of significant shareholder reduction in 2025, following a similar announcement by the third-largest shareholder in May [1]. Business Risks - Fosa Technology faces risks associated with high customer concentration, relying heavily on key clients such as BYD and Chery, amidst increasing competition in the automotive sector [2]. - The company has initiated an employee stock ownership plan to retain core talent, but ambitious revenue growth targets for the next three years may be challenging to achieve given the uncertain market environment [2]. Strategic Outlook - The interplay between shareholder reductions and financial performance metrics suggests that Fosa Technology's short-term outlook will be critical in assessing its global expansion and cost management capabilities [2].

9月26日，福赛科技跌5.17%，截至发稿，报81.33元/股，成交2.21亿元，换手率5.85%，总市值69.00亿 元。 截至发稿，王兆祥累计任职时间3年99天，现任基金资产总规模21.23亿元，任职期间最佳基金回报 44.53%， 任职期间最差基金回报29.96%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，国泰基金旗下1只基金位居福赛科技十大流通股东。国泰估值优势混合(LOF)A（160212）二 季度新进十大流通股东，持有股数206.23万股，占流通股的比例为4.56%。根据测算，今日浮亏损失约 913.6万元。 国泰估值优势混合(LOF)A（160212）成立日期2010年2月10日，最新规模10.83亿。今年以来收益 73.36%，同类排名324/8171；近一年收益102.39%，同类排名508/8004；成立以来收益343.28%。 国泰估值优势混合(LOF)A（160212）基金经理为王兆祥。 资料显示，芜湖福赛科技 ...

截至6月30日，福赛科技股东户数8482.00，较上期减少4.30%；人均流通股5333股，较上期增加4.49%。 2025年1月-6月，福赛科技实现营业收入8.20亿元，同比增长35.41%；归母净利润6329.54万元，同比增 长36.40%。 9月23日，福赛科技涨2.89%，成交额4.85亿元。两融数据显示，当日福赛科技获融资买入额4484.16万 元，融资偿还9245.78万元，融资净买入-4761.62万元。截至9月23日，福赛科技融资融券余额合计2.49 亿元。 融资方面，福赛科技当日融资买入4484.16万元。当前融资余额2.49亿元，占流通市值的5.11%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，福赛科技9月23日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年80%分位水平，处于高位。 资料显示，芜湖福赛科技股份有限公司位于安徽省芜湖市鸠江经济开发区灵鸢路2号，成立日期2006年 10月20日，上市日期2023年9月11日，公司主营业务涉及专注于汽车内饰件研发、生产和销售的高新技 术企业。主 ...

Investment Rating - The report gives a "Buy" rating for the company, marking its initial coverage [10]. Core Views - Focusing on the automotive interior sector, the company aims to become a comprehensive solution provider, emphasizing R&D investment and a clear development path towards smart, electric, and integrated products [4][8]. - The company is in the early stages of exploring technology and resource reserves for lightweight robotics, with potential advantages in technology, R&D, customer relationships, and globalization [9][10]. Summary by Sections Company Overview - Founded in 2006 and headquartered in Wuhu, the company is a leading supplier of automotive interior functional and decorative components, with a complete manufacturing capability from design to assembly [7][20]. - The company has experienced three development phases: system construction, customer expansion, and globalization, successfully listing on the Growth Enterprise Market in 2023 and raising 776 million yuan for new factory production [7][23]. Financial Performance - Revenue grew from 350 million yuan in 2018 to 1.33 billion yuan in 2024, with a compound annual growth rate (CAGR) of approximately 24.8%. In the first half of 2025, revenue reached 820 million yuan, a year-on-year increase of 35.4% [7][29]. - Net profit increased from 10 million yuan in 2018 to 100 million yuan in 2024, with a CAGR of about 42.8%. In the first half of 2025, net profit was 60 million yuan, up 36.4% year-on-year [7][29]. Innovation and Global Strategy - The company maintains a strong focus on R&D, with expenses rising from 20 million yuan in 2018 to 60 million yuan in 2024, reflecting a CAGR of 18.1% [42]. - The company has established six domestic production bases and is expanding in Mexico and Japan, with a significant increase in overseas revenue, which reached 310 million yuan in 2024 [8][32]. Robotics Lightweight Strategy - The company is exploring lightweight materials for robotics, leveraging its existing injection molding capabilities to introduce engineering plastics into the robotics sector [54][55]. - The trend towards lightweight robotics is driven by the need for improved performance in endurance, mobility, and durability, with significant developments in materials like PEEK [55][57]. Investment Recommendations - The company is actively expanding its customer base and product categories while enhancing its international market presence, which is expected to increase revenue potential and profitability [10][54]. - Forecasted net profits for 2025-2027 are 150 million, 220 million, and 270 million yuan, with corresponding price-to-earnings ratios of 50.3X, 35.0X, and 27.6X [10].

Market Overview - The Shanghai Composite Index increased by 0.08% as of 10:29 AM, with a trading volume of 633.80 million shares and a turnover of 1003.09 billion yuan, representing a decrease of 14.11% compared to the previous trading day [1] Industry Performance - The electronics sector led the gains with a rise of 3.16%, followed by the computer sector at 1.23% and the automotive sector at 0.52% [1] - The largest declines were seen in the social services sector (-1.65%), beauty care sector (-1.30%), and construction materials sector (-1.29%) [2] Key Stocks - Notable gainers included Hongfu Huan with a rise of 20.01% in the electronics sector, and Chuling Information with a gain of 19.99% in the computer sector [1] - Significant decliners included Suining Global in the real estate sector, which fell by 9.93%, and ST New Power in the environmental protection sector, which dropped by 14.93% [1][2] Trading Volume by Industry - The electronics industry had a trading volume of 228.43 billion yuan, while the computer industry saw 78.07 billion yuan, and the automotive industry recorded 64.99 billion yuan [1] - The social services sector had a trading volume of 12.18 billion yuan, and the beauty care sector recorded 1.63 billion yuan [2]

南财智讯9月19日电，福赛科技公告，根据2025年9月19日的询价申购情况，初步确定的转让价格为 72.08元/股。本次询价转让不通过集中竞价交易或大宗交易方式进行，不属于通过二级市场减持，受让 方在受让后6个月内不得转让。陆体超与公司实际控制人、控股股东、董事长陆文波先生不构成一致行 动人关系，本次询价转让未导致公司控制权发生变更，不会对公司治理结构、股权结构及持续性经营产 生重大影响。公告还提到，本次询价转让受让方及受让股数仅为初步结果，尚存在拟转让股份被司法冻 结、扣划等风险。询价转让的最终结果以中国证券登记结算有限责任公司深圳分公司最终办理结果为 准。 ...

格隆汇9月19日丨福赛科技(301529.SZ)公布，经向机构投资者询价后，初步确定的转让价格为72.08元/ 股。经出让方与组织券商协商，一致决定启动追加认购程序，追加认购截止时间不晚于2025年9月24 日。 ...