Group 1 - The core viewpoint of the news is that Foresight Technology has seen a significant increase in its stock price, reflecting positive market sentiment since its recent listing on September 11, 2023 [1] - Foresight Technology's stock price rose by 5.03% to 92.95 CNY per share, with a trading volume of 226 million CNY and a turnover rate of 5.51%, resulting in a total market capitalization of 7.886 billion CNY [1] - The company, established on October 20, 2006, specializes in the research, production, and sales of automotive interior components, with its main business revenue composition being 52.88% from functional parts, 42.16% from decorative parts, and 4.96% from other sources [1] Group 2 - From the perspective of major fund holdings, Foresight Technology is a significant investment for the Chuangjin Hexin Fund, which holds 11,000 shares of the company, accounting for 1.08% of the fund's net value, making it the fifth-largest holding [2] - The Chuangjin Hexin Qifu Preferred Stock Fund A, established on September 19, 2023, has a latest scale of 13.7827 million CNY and has achieved a year-to-date return of 38.66%, ranking 644 out of 4222 in its category [2] - The fund managers, Zhang Rong and Wang Yan, have tenures of 10 years and 5 years respectively, with Zhang managing assets totaling 31.9395 million CNY and achieving a best return of 49.12% during his tenure [2]

Group 1 - Fosa Technology (SZ 301529) announced that on September 10, 2025, it will accept investor research from Minsheng Securities, with participation from Chairman and General Manager Lu Wenbo [1] - For the first half of 2025, Fosa Technology's revenue composition is 100% from automotive parts [1] - The current market capitalization of Fosa Technology is 7.5 billion yuan [2]

证券代码：301529 证券简称：福赛科技 芜湖福赛科技股份有限公司 投资者关系活动记录表 编号：2025-004 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | 现场参观 □其他 ☑ | | | 民生证券、招商基金、嘉实基金、东方资管、中信保诚、华泰资 产、泓德基金、农银汇理、朱雀基金、长盛基金、国泰基金、中 | | 参与单位名称 | 信资管、长江资管、中邮人寿、建信保险、惠升基金、 | | 及人员姓名 | 申万菱信、华商基金、建信保险、建顺投资、合远基金、海富通 | | | 基金、建信养老、富国基金、汇添富基金、建信基金等 | | 时间 | 2025 年 9 月 10 日 14:00 | | 地点 | 公司会议室 | | 上市公司接待 | 董事长兼总经理陆文波先生 | | | 董事会秘书兼财务总监潘玉惠女士 | | 人员姓名 | | | | 证券事务代表聂阳先生 | | | 互动交流开始前，潘玉惠女士首先就公司基本情况、核心优 | | | 势、财务表现与战略发展等进行了简要介绍。 ...

Market Overview - The automotive parts sector experienced a decline of 0.49% on September 10, with Fosa Technology leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Top Performers - Leading gainers in the automotive parts sector included: - Lichong Group (300428) with a closing price of 23.70, up 10.80% [1] - Liangyuan Zhuomei (301398) at 52.24, up 10.23% [1] - Kuangda Technology (002516) at 6.45, up 10.07% [1] - Tianpu Co., Ltd. (605255) at 76.00, up 10.00% [1] - Guangdong Wantou (002101) at 14.43, up 9.98% [1] Underperformers - Notable decliners included: - Fosa Technology (301529) at 88.50, down 9.66% [2] - Huayang Transmission (839946) at 11.50, down 7.48% [2] - Wangcheng Technology (830896) at 24.90, down 6.95% [2] - New Spring Co., Ltd. (603179) at 63.65, down 6.40% [2] - Songyuan Safety (300893) at 28.73, down 6.11% [2] Capital Flow - The automotive parts sector saw a net outflow of 1.789 billion yuan from institutional investors, while retail investors experienced a net inflow of 2.001 billion yuan [2][3] - Specific stock capital flows indicated: - Shanzigaoke (000981) had a net inflow of 2.66 billion yuan from institutional investors [3] - Guangdong Wantou (002101) saw a net inflow of 1.62 billion yuan from institutional investors [3] - Kuangda Technology (002516) had a net inflow of 1.35 billion yuan from institutional investors [3]

（文章来源：证券日报） 证券日报网讯 9月8日晚间，福赛科技发布公告称，公司2025年第二次临时股东会于2025年9月8日召 开，审议通过了《关于修订部分条款并办理工商变更登记的议案》等多项议案。 ...

上海市锦天城律师事务所 关于芜湖福赛科技股份有限公司 2025 年第二次临时股东会的 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 9、11、12 层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于芜湖福赛科技股份有限公司 2025 年第二次临时股东会的 法律意见书 致：芜湖福赛科技股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受芜湖福赛科技股份有限 公司（以下简称"公司"）的委托，就公司召开 2025 年第二次临时股东会（以 下简称"本次股东会""本次会议"）的有关事宜，根据《中华人民共和国公司 法》（以下简称"《公司法》"）、《上市公司股东会规则》等法律、法规、规 章和规范性文件以及《芜湖福赛科技股份有限公司章程》（以下简称"《公司章 程》"）、《芜湖福赛科技股份有限公司股东会议事规则》（以下简称"《股东 会议事规则》"）的有关规定，出具本法律意见书。 为出具本法律意见书，本所及本所律师依据《律师事务所从事证券法律业务 管理办法》和《律师事务所证券法律业务执业规则（试行）》 ...

一、召开会议的基本情况 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、本次股东会未出现增加、变更、否决议案的情形； 2、本次股东会不涉及变更前次股东会决议的情形。 证券代码：301529 证券简称：福赛科技 公告编号：2025-050 芜湖福赛科技股份有限公司 1、会议召集人：公司第二届董事会 2025 年第二次临时股东会决议公告 6、股权登记日：2025 年 9 月 2 日 7、本次股东会会议的召集、召开和表决程序符合《公司法》《深圳证券交 易所创业板股票上市规则》等法律、行政法规、部门规章及规范性文件及《公司 章程》的规定。 二、会议出席情况 2、会议召开时间： （1）现场会议时间：2025 年 9 月 8 日（星期一）下午 14:30 （2）网络投票时间：2025 年 9 月 8 日 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 9 月 8 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投 票系统进行网络投票的具体时间为：2025 年 9 月 8 日 9:15 至 ...

Group 1 - The core point of the article highlights the recent performance of Foresight Technology, which saw a decline of 5.32% in its stock price, reaching 87.21 CNY per share, with a trading volume of 310 million CNY and a turnover rate of 7.65%, resulting in a total market capitalization of 7.399 billion CNY [1] - Foresight Technology, established on October 20, 2006, is located in Wuhu City, Anhui Province, and focuses on the research, production, and sales of automotive interior components, with its main business revenue composition being 52.88% from functional parts, 42.16% from decorative parts, and 4.96% from others [1] Group 2 - Among the top circulating shareholders of Foresight Technology, Guotai Fund's Guotai Valuation Advantage Mixed Fund (LOF) A (160212) entered the top ten shareholders in the second quarter, holding 2.0623 million shares, which accounts for 4.56% of the circulating shares, with an estimated floating loss of approximately 10.1053 million CNY today [2] - The Guotai Valuation Advantage Mixed Fund (LOF) A (160212) was established on February 10, 2010, with a latest scale of 1.083 billion CNY, achieving a year-to-date return of 51.31%, ranking 591 out of 8180 in its category, and a one-year return of 86.38%, ranking 594 out of 7967 [2]

Group 1 - The core viewpoint of the news is that Foresight Technology experienced a decline in stock price, closing at 87.21 CNY per share, with a trading volume of 310 million CNY and a turnover rate of 7.65%, resulting in a total market capitalization of 7.399 billion CNY [1] - Foresight Technology, established on October 20, 2006, is located in Wuhu City, Anhui Province, and focuses on the research, production, and sales of automotive interior components, classified as a high-tech enterprise [1] - The company's main business revenue composition includes functional parts at 52.88%, decorative parts at 42.16%, and others at 4.96% [1] Group 2 - From the perspective of fund holdings, one fund under Chuangjin Hexin has a significant position in Foresight Technology, with the Chuangjin Hexin Qifu Preferred Stock A Fund holding 11,000 shares, accounting for 1.08% of the fund's net value, ranking as the fifth-largest holding [2] - The Chuangjin Hexin Qifu Preferred Stock A Fund, established on September 19, 2023, has a latest scale of 13.7827 million CNY, with a year-to-date return of 36.91% and a one-year return of 60.24% [2] - The fund managers, Zhang Rong and Wang Yan, have tenures of 10 years and 5 years respectively, with varying performance metrics during their management periods [2]

Investment Rating - The report maintains a positive outlook on the automotive industry, particularly on intelligent autonomous vehicles, robot components, and leading heavy-duty truck manufacturers [4][6]. Core Insights - The automotive industry is experiencing a recovery in demand, with wholesale sales of passenger vehicles reaching 7.11 million units in Q2 2025, a year-on-year increase of 13% and a quarter-on-quarter increase of 10.8% [4][8]. - The penetration rate of new energy vehicles (NEVs) reached a record high of 51.1% in Q2 2025, with wholesale sales of NEVs hitting 3.63 million units, up 33.6% year-on-year and 25.2% quarter-on-quarter [4][8]. - The performance of major automakers such as Xiaopeng and Leap Motor exceeded expectations, while most others met forecasts [4][15][19]. Summary by Sections 1. Passenger Vehicles - Q2 2025 saw a steady recovery in passenger vehicle sales, with wholesale and retail volumes increasing significantly compared to Q1 [4][8]. - The demand for NEVs continues to grow, with a notable increase in sales and market penetration [4][8]. 2. Auto Parts - The auto parts sector is experiencing a divergence in profitability, with some companies outperforming while others struggle due to increased competition and supply chain pressures [4][6]. - Companies like Fuyao Glass and Shanghai Yalong reported better-than-expected performance in Q2 2025 [4][6]. 3. Heavy-Duty Trucks - The domestic market for heavy-duty trucks remains robust, with Q2 2025 sales of heavy trucks reaching 201,000 units, a year-on-year increase of 21% [4][6]. - Exports are recovering, particularly in non-Russian regions, despite a decline in sales to Russia [4][6]. 4. Investment Recommendations - The report recommends focusing on intelligent autonomous vehicles, robot components, and leading heavy-duty truck manufacturers, highlighting specific companies such as Xiaopeng, Geely, and Leap Motor for passenger vehicles, and China National Heavy Duty Truck and Weichai Power for heavy-duty trucks [4][6].