斯菱股份公告，监事杨顺捷于2025年7月3日至2025年9月2日通过集中竞价方式减持公司首次公开发行前 取得的股份60000股，减持均价96.05元/股，价格区间90-105.28元/股，占公司总股本0.0376%；减持前持 股43.5万股，占0.2727%，减持后持股37.5万股，占0.2351%，其中无限售条件股份48750股，有限售条 件股份32.62万股。本次减持计划已实施完毕。 ...

（二）股东减持股份情况 证券代码：301550 证券简称：斯菱股份 公告编号：2025-035 浙江斯菱汽车轴承股份有限公司 关于公司监事减持股份计划实施完毕的公告 公司监事杨顺捷先生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公告内容与信息披露义务人提供的信息一致。 浙江斯菱汽车轴承股份有限公司（以下简称"公司"或"斯菱股份"）于2025年6 月10日在巨潮资讯网（http://www.cninfo.com.cn）披露了《关于监事减持股份的预 披露公告》（公告编号：2025-022）。近日，公司收到了监事杨顺捷先生出具的 《关于股份减持计划实施完毕的告知函》，上述股东减持计划已经实施完毕，根 据相关规定，现将有关情况公告如下： 一、股东减持情况 （一）减持股份来源：公司首次公开发行前取得的股份。 | 股东名称 | 减持方式 | 减持期间 | 减持均价 （元/股） | 减持价格区间 （元/股） | 减持股数 （股） | 减持比例 （%） | | --- | --- | --- | --- | --- | --- | --- | | 杨顺捷 | ...

Core Insights - On September 3, 2023, Slin Automotive Bearings Co., Ltd. experienced a decline of 5.11%, with a stock price of 107.06 CNY per share, a trading volume of 850 million CNY, a turnover rate of 7.80%, and a total market capitalization of 17.076 billion CNY [1] Company Overview - Slin Automotive Bearings Co., Ltd. was established on November 22, 2004, and is located at Jiangdong Road, Chengtang Street, Xinchang County, Zhejiang Province. The company specializes in the research, development, manufacturing, and sales of automotive bearings [1] - The revenue composition of the company's main business includes: 80.22% from brake system bearings, 12.78% from transmission system bearings, 5.27% from power system bearings, 0.94% from non-automotive bearings, and 0.79% from other supplementary products [1] Fund Holdings - Longsheng Fund has one fund heavily invested in Slin Automotive Bearings. The Longsheng Urbanization Theme Mixed A Fund (000354) increased its holdings by 18,100 shares in the second quarter, bringing the total to 118,100 shares, which accounts for 5.66% of the fund's net value, making it the fourth-largest holding [2] - The Longsheng Urbanization Theme Mixed A Fund was established on November 12, 2013, with a current scale of 133 million CNY. Year-to-date returns are 80.01%, ranking 118 out of 8,180 in its category; the one-year return is 167.34%, ranking 24 out of 7,967; and since inception, the return is 304.17% [2]

Market Overview - The Shanghai Composite Index fell by 0.45% to close at 3858.13 points, with a high of 3885.31 points [1] - The Shenzhen Component Index decreased by 2.14% to 12553.84 points, reaching a maximum of 12857.16 points [1] - The ChiNext Index dropped by 2.85% to 2872.22 points, peaking at 2979.73 points [1] Margin Trading and Securities Lending - The total margin trading and securities lending balance in the Shanghai and Shenzhen markets was 22811.21 billion yuan, with a financing balance of 22650.35 billion yuan and a securities lending balance of 160.85 billion yuan [2] - The margin trading and securities lending balance decreased by 85.37 billion yuan compared to the previous trading day [2] - The Shanghai market's margin trading balance was 11692.6 billion yuan, down by 25.08 billion yuan, while the Shenzhen market's balance was 11118.61 billion yuan, down by 60.29 billion yuan [2] Top Margin Buying Stocks - The top three stocks by margin buying amount were: - Xinyi Technology (51.06 billion yuan) [3] - Zhongji Xuchuang (50.48 billion yuan) [3] - Shenghong Technology (50.25 billion yuan) [3] Fund Issuance - Two new funds were issued yesterday: - China Merchants Balanced Optimal Mixed A [4] - China Merchants Balanced Optimal Mixed C [4] Top Net Buying Stocks on the Dragon and Tiger List - The top ten net buying stocks on the Dragon and Tiger list were: - Julun Intelligent (437.29 million yuan) [6] - Changchun High-tech (274.93 million yuan) [6] - Gongxiao Daji (258.11 million yuan) [6] - Jianghai Shares (252.47 million yuan) [6] - Baiyin Youse (129.70 million yuan) [6]

Core Insights - On September 2, 2023, a total of 44 stocks appeared on the Dragon and Tiger list, with 17 stocks having the presence of Shenzhen Stock Connect dedicated seats among the top five trading departments [1][2] - Notable net purchases were made in Jianghai Co., Ltd., Siling Co., Ltd., and Zhongyou Capital, with net buying amounts of 233.93 million yuan, 87.59 million yuan, and 72.32 million yuan respectively [1][2] - Significant net sales were observed in Hengbao Co., Ltd., Liou Co., Ltd., and Xuanji Information, with net selling amounts of 276.86 million yuan, 148.74 million yuan, and 132.32 million yuan respectively [1][2] Summary by Category Net Purchases - Jianghai Co., Ltd. (Code: 002484) had a net purchase of 233.93 million yuan, with a daily price change of -9.99% and a turnover rate of 15.85% [2] - Siling Co., Ltd. (Code: 301550) saw a net purchase of 87.59 million yuan, with a daily price increase of 11.32% and a turnover rate of 17.69% [2] - Zhongyou Capital (Code: 000617) recorded a net purchase of 72.32 million yuan, with a daily price change of -10.02% and a turnover rate of 3.45% [2] Net Sales - Hengbao Co., Ltd. (Code: 002104) experienced the highest net sale of 276.86 million yuan, with a daily price change of -9.99% and a turnover rate of 39.67% [2] - Liou Co., Ltd. (Code: 002131) had a net sale of 148.74 million yuan, with a daily price change of 1.04% and a turnover rate of 34.11% [2] - Xuanji Information (Code: 300324) recorded a net sale of 132.32 million yuan, with a daily price change of 1.55% and a turnover rate of 39.32% [2]

斯菱股份9月2日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 华泰证券股份有限公司南京江宁苏源大道证券营业部 | 14064.83 | 134.70 | | 买二 | 深股通专用 | 12342.16 | 3583.16 | | 买三 | 机构专用 | 6137.11 | 732.46 | | 买四 | 长江证券股份有限公司上海天钥桥路证券营业部 | 3476.32 | 12.49 | | 买五 | 机构专用 | 3251.67 | 0.00 | | 卖一 | 东方证券股份有限公司上海长宁区长宁路证券营业部 | 0.00 | 10963.20 | | 卖二 | 中信建投证券股份有限公司嘉兴洪兴路证券营业部 | 0.00 | 10507.30 | | 卖三 | 海通证券股份有限公司嵊州高杨路证券营业部 | 1972.07 | 5982.12 | | 卖四 | 财通证券股份有限公司新昌江滨西路证券营业部 | 1556.99 | 4267.65 | | 卖五 | 深股通专用 | 12342.16 | 3 ...

Group 1 - The automotive parts sector increased by 0.85% on September 2, with Sunny Optical Technology leading the gains [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] - Notable gainers in the automotive parts sector included Sunny Optical Technology, which rose by 21.14% to a closing price of 40.00, and other companies like Tsinghua Tongfang and Yisheng Precision, which saw increases of 17.62% and 15.01% respectively [1] Group 2 - The automotive parts sector experienced a net outflow of 1.81 billion yuan from institutional investors, while retail investors saw a net inflow of 1.977 billion yuan [2] - Major decliners included Sulian Co., which fell by 8.30% to a closing price of 42.99, and Hailian Jinhui, which dropped by 8.24% to 9.80 [2] - The trading volume for the automotive parts sector was significant, with Sunny Optical Technology achieving a transaction amount of 604 million yuan [1]

Group 1 - The A-share market saw a surge in robotics concept stocks, with several stocks hitting the daily limit up [1] - Notable performers included Shunyu Precision with a 30% increase, and Shangwei New Materials with a 20% increase [2] - Market rumors suggest that Tesla and its suppliers held a conference call, potentially revising production guidance for next year to 1,000-10,000 units per week, translating to an annualized production of 50,000-500,000 units [1] Group 2 - Shunyu Precision's market capitalization reached 2.789 billion, with a year-to-date increase of 153.84% [2] - Shangwei New Materials had a market capitalization of 41.2 billion, with an impressive year-to-date increase of 1439.90% [2] - Other companies like Zhenyu Technology and Haon Automotive also showed significant gains, with year-to-date increases of 222.19% and 144.85% respectively [2]

8月28日，斯菱股份跌5.11%，截至发稿，报96.10元/股，成交4.00亿元，换手率4.16%，总市值153.28亿 元。斯菱股份股价已经连续3天下跌，区间累计跌幅6.65%。 德邦高端装备混合发起式A（023566）成立日期2025年3月14日，最新规模1325.97万。成立以来收益 0.79%。 德邦高端装备混合发起式A（023566）基金经理为陆阳。 截至发稿，陆阳累计任职时间1年309天，现任基金资产总规模11.98亿元，任职期间最佳基金回报 173.37%， 任职期间最差基金回报0.68%。 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 资料显示，浙江斯菱汽车轴承股份有限公司位于浙江省新昌县澄潭街道江东路3号，成立日期2004年11 月22日，上市日期2023年9月15日，公司主营业务涉及汽车轴承的研发、制造和销售。主营业务收入构 成为：制动系统类轴承80.22%，传动系统类轴承12.78%，动力系统类轴承5.27%，非汽车类轴承 0. ...

Group 1: Financial Performance - The company's gross margin increased in the first half of the year due to continuous optimization of product and customer structure, leading to a higher sales proportion of products with better margins [2] - The company aims to maintain a stable and sustainable gross margin level through a focus on high value-added business, technological upgrades, and cost control [2] Group 2: Impact of Tariffs - The company's Thailand factory has successfully obtained the E-Ruling from U.S. Customs, allowing it to meet most order demands in the North American market [2] - The North American business primarily operates on an FOB basis, with related tariffs borne by customers, resulting in a limited impact from tariff policies due to the essential nature of the products in the aftermarket [2] Group 3: Product Segmentation - Bearing products for braking systems represent the largest revenue segment, including hub bearings and heavy-duty truck bearings, which are essential components for both electric and traditional fuel vehicles [2] - The company plans to continue increasing market share in this segment to drive steady business growth and enhance overall profitability [2] Group 4: Future Development Plans - The main engine market is a key strategic direction for the company, with ongoing efforts to expand quality projects [2] - A new project for the annual production of 6.29 million high-end automotive bearings is expected to be completed next year, enhancing the company's capacity for high-end intelligent products [2] Group 5: Robotics Division - The company established a robotics components division in 2024, focusing on the research, production, and sales of robotic components, particularly harmonic reducers [3] - The core equipment for harmonic reducers is expected to be in place by the end of 2024, enabling small-scale production, with a second production line investment aimed at meeting future market demand [3]