| 序号 | | 合伙人名称 出资比例; 认缴出资额 | | --- | --- | --- | | 1 | SEARI | 上海电器科学研究所（集团）有限公司 品 | | | | A轮 | | | 电材 | 下海申搏松轮投资套安息强星路公司 黑 | | 2 | + 股权 | 私募基金管理人 | | 3 | ம் ம | 上海沿浦精工科技（集团）股份有限公司 品 | | | | A股(正常上市) 投权质押 | | 4 | CD + | 宁波兴瑞电子科技股份有限公司 品 | | | | A股(正常上市) 定向增发 股权质押 | | 5 | + 西湖 | 杭州西湖产业基金有限公司 品 | | | | 国有全资 | | 6 | FOR Hog | 芜湖福赛科技股份有限公司 | | | | A股(正常上市) | | 7 | 量网 + | 星际之门（上海）科技有限公司 器 | 南方财经1月27日电，天眼查App显示，近日，杭州西湖上电科人形机器人创业投资合伙企业（有限合伙）成立，执行事务合伙人为马兆勤，出资额2亿人民 币，经营范围为创业投资、以自有资金从事投资活动，由上海电器科学研究所（集团）有限公司、上海沿浦（605 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | | | | | 2026-01-26 | 301529 | 福赛科技 | 151.04 | 5.00 | | 755.20 中信建投证券股份 | 太平洋证券股份有 | | | | | | | | 有限公司北京东城 | 限公司北京金融大 | | | | | | | | 分公司 | 街正券营业部 | 1月26日，福赛科技大宗交易成交5万股，成交额755.2万元，占当日总成交额的1.77%，成交价151.04 元，较市场收盘价152.87元折价1.2%。 ...

1月21日，福赛科技大宗交易成交5万股，成交额802.4万元，占当日总成交额的1.65%，成交价160.48 元，较市场收盘价162.1元折价1%。 | 权益类证券大宗交易 (协议交易) | | | | | | | 0 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 | 卖方营业部 | | | | | | (元) | (万股/万份) | (万元) | | | | 2026-01-21 | 301529 | 福赛科技 | 160.48 | 5.00 | 802.40 中信证券股份有限 | 太平洋证券股份有 | | | | | | | | 公司北京总部证券 | 限公司北京金融大 | | ...

Investment Rating - The report maintains an investment rating of "Outperform the Market" for the automotive industry [5] Core Insights - The automotive industry in China is expected to achieve record production and sales in 2025, driven by policies encouraging vehicle trade-ins and the release of new models [5] - The passenger vehicle market is showing steady growth, with production and sales surpassing 30 million units in 2025, and domestic brands capturing nearly 70% of the market share [5] - The commercial vehicle market is recovering, with production and sales exceeding 4 million units, particularly strong performance in the new energy heavy truck segment [5] - New energy vehicles (NEVs) are experiencing rapid growth, with production and sales reaching approximately 1.66 million units in 2025, accounting for nearly 50.8% of domestic sales [5] - The report highlights two main investment themes: the acceleration of L3 level autonomous driving commercialization and the transition of automotive technology towards robotics and liquid cooling systems [5] Industry Performance Review - As of January 20, 2026, the automotive (CITIC) industry index increased by 4.07%, outperforming the Shanghai Composite Index by 2.15 percentage points [10] - Over 75% of automotive stocks saw an increase in value, with notable performers including Jiaoyun Co., Saifu Technology, and Siliang Zhidu [16] - The automotive sector's PE (TTM) is at 34.4 times, ranking 15th among 30 CITIC primary industries, while the PB (LF) is at 2.7 times, ranking 80th percentile [19] Key Data Tracking Industry Overview - In 2025, the total production and sales of automobiles reached 34.53 million and 34.40 million units, respectively, marking a year-on-year increase of 10.4% and 9.4% [27] Passenger Vehicles - Passenger vehicle production and sales for 2025 reached 30.27 million and 30.10 million units, with year-on-year growth of 10.2% and 9.2% [41] Commercial Vehicles - Commercial vehicle production and sales for 2025 totaled 4.26 million and 4.30 million units, reflecting year-on-year increases of 12% and 10.9% [56] New Energy Vehicles - New energy vehicle production and sales reached 1.66 million and 1.65 million units in 2025, with a market share of 47.9%, up 7.01 percentage points year-on-year [67]

1月20日，福赛科技大宗交易成交5万股，成交额783.65万元，占当日总成交额的1.27%，成交价156.73 元，较市场收盘价158.31元折价1%。 | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-20 | 301529 | 福赛科技 | 156.73 | 5.00 | | 783.65 中信证券股份有限 | 太平洋证券股份有 | | | | | | | | 公司北京总部证券 | 限公司北京金融大 | | | | | | | | 营业部 | 街证券营业部 | ...

Investment Rating - The report maintains a positive outlook for the automotive industry, expecting a rebound in vehicle sales in Q1 and focusing on investments in intelligent driving, robotics, and liquid cooling technologies [3]. Core Insights - The automotive sector is experiencing significant dynamics, including sales, pricing, exports, and robotics developments [2]. - The report highlights that January's early sales data shows a substantial year-on-year decline, primarily due to subsidy reductions and rising vehicle prices, leading to consumer hesitation [5]. - The report anticipates that the pressure on vehicle prices will be managed through strict enforcement of anti-competitive practices, aiming to stabilize prices and profit margins [5]. - The export market is expected to grow rapidly, supported by agreements that lower trade barriers for electric vehicles, enhancing profitability for manufacturers and dealers [5]. - The robotics sector is gaining traction, with the Optimus V3 generating market excitement and expectations for product launches [5]. Data Tracking - In early January, the average discount rate remained stable, with a 9.6% increase year-on-year, and the average discount amount reached 22,259 yuan, up by 2,192 yuan year-on-year [4]. - December's wholesale vehicle sales were reported at 2.85 million units, reflecting a year-on-year decline of 8.7% and a month-on-month decline of 6.3% [4]. - Notable sales performance in December included significant year-on-year growth for new energy vehicle manufacturers like NIO and Li Auto, while traditional automakers like SAIC and Changan showed mixed results [6]. Industry News - The report discusses various industry developments, including the price commitments for electric vehicles between China and Europe, which aim to facilitate trade [27]. - The Ministry of Industry and Information Technology is focusing on enhancing the competitiveness of the new energy vehicle sector and regulating market practices to prevent price wars [27]. - Recent data indicates a significant drop in retail sales of passenger vehicles in early January, with a 32% year-on-year decline [27]. Market Performance - The automotive sector saw a weekly increase of 0.71%, ranking 8th out of 29 sectors, while the overall market indices showed mixed results [10].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月16日，福赛科技收涨20.00%，收盘价为150.43元，发生1笔大宗交易，合计成交量9万股，成交金额 1340.37万元。 进一步统计，近3个月内该股累计发生25笔大宗交易，合计成交金额为1.53亿元。该股近5个交易日累计 上涨13.96%，主力资金合计净流入603.7万元。 责任编辑：小浪快报 第1笔成交价格为148.93元，成交9.00万股，成交金额1,340.37万元，溢价率为-1.00%，买方营业部为中 信证券股份有限公司北京总部证券营业部，卖方营业部为太平洋证券股份有限公司北京金融大街证券营 业部。 ...

1月16日，福赛科技大宗交易成交9万股，成交额1340.37万元，占当日总成交额的1.86%，成交价148.93 元，较市场收盘价150.43元折价1%。 | 权益类证券大宗交易(协议交易) | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 | 卖方营业部 | | | | | (元) | (万股/万份) | (万元) | | | 2026-01-16 | 301529 | 福赛科技 | 148.93 | 9.00 | 1,340.3 中信证券股份有限 | 太平洋证券股份有 | | | | | | | 公司北京总部证券 | 限公司北京金融大 | | | | | | | 营补部 | 伊斯弟是不乱 | ...

Core Viewpoint - The A-share market is experiencing a slight decline, with the Shanghai Composite Index at 4104.22 points, down 0.20% and trading below the five-day moving average, while the total trading volume is 25,230.04 billion yuan [1]. Group 1: Market Performance - As of 1:59 PM, the Shanghai Composite Index is at 4104.22 points, reflecting a decrease of 0.20% [1]. - The total trading volume in the A-share market is reported at 25,230.04 billion yuan [1]. Group 2: Stocks Exceeding Five-Day Moving Average - A total of 778 A-shares have surpassed the five-day moving average today [1]. - Notable stocks with significant deviation rates include: - Tianyue Advanced (乖离率 15.31%) with a price increase of 20.00% [1]. - Fusa Technology (乖离率 15.11%) also increased by 20.00% [1]. - Huning Co. (乖离率 15.00%) with a 20.00% rise [1]. - Other stocks with smaller deviation rates include: - Weibohydraulic, Jinyinhe, and Ecovacs, which have just crossed the five-day moving average [1].

Group 1 - The Shanghai Composite Index closed at 4103.45 points, below the five-day moving average, with a decline of 0.22% [1] - The total trading volume of A-shares reached 20102.58 billion yuan [1] - A total of 589 A-shares have prices that surpassed the five-day moving average, with notable stocks including Tianyue Advanced, Fusa Technology, and Huning Shares, which have deviation rates of 15.31%, 15.11%, and 15.00% respectively [1] Group 2 - The top three stocks with the highest deviation rates from the five-day moving average are: - Tianyue Advanced (688234) with a price increase of 20.00%, a turnover rate of 4.60%, a five-day moving average of 96.43 yuan, and a latest price of 111.19 yuan, resulting in a deviation rate of 15.31% [2] - Fusa Technology (301529) with a price increase of 20.00%, a turnover rate of 10.28%, a five-day moving average of 130.68 yuan, and a latest price of 150.43 yuan, resulting in a deviation rate of 15.11% [2] - Huning Shares (300669) with a price increase of 20.00%, a turnover rate of 4.59%, a five-day moving average of 26.66 yuan, and a latest price of 30.66 yuan, resulting in a deviation rate of 15.00% [2]