Company Performance - The stock price of Slin Co. reached a historical high, increasing by 1.08% to 92.10 yuan, with a trading volume of 2.1333 million shares and a transaction value of 194 million yuan, resulting in a turnover rate of 3.88% [1] - The latest total market capitalization of Slin Co. is 10.131 billion yuan, with a circulating market capitalization of 5.059 billion yuan [1] - The company reported a revenue of 557 million yuan for the first three quarters, representing a year-on-year growth of 5.06%, and a net profit of 137 million yuan, reflecting a year-on-year increase of 28.13% [1] - The basic earnings per share are 1.2400 yuan, with a weighted average return on equity of 8.29% [1] Industry Overview - The automotive industry, to which Slin Co. belongs, experienced an overall decline of 1.41%, with 45 stocks rising and 240 stocks falling [1] - The top gainers in the industry include Jintuo Co., Changhua Group, and Chuanhuan Technology, with increases of 10.01%, 9.99%, and 5.80% respectively [1] - The stocks with the largest declines include Jun Chuang Technology, Smart Agriculture, and Alter, with decreases of 7.27%, 6.82%, and 6.76% respectively [1] Margin Trading Data - As of January 21, the latest margin trading balance for Slin Co. is 268 million yuan, with a financing balance of 268 million yuan, showing a decrease of 43.6238 million yuan over the past 10 days, which is a decline of 13.98% [1]

（以下无正文） 财通证券股份有限公司 关于浙江斯菱汽车轴承股份有限公司 2024年度持续督导定期现场检查报告 | 保荐机构名称：财通证券股份有限公司 被保荐公司简称：斯菱股份 | | | | | --- | --- | --- | --- | | 保荐代表人姓名：王静 联系电话：0571-87130373 | | | | | 保荐代表人姓名：戚淑亮 联系电话：0571-87821394 | | | | | 现场检查人员姓名：戚淑亮、刘可朦 | | | | | 现场检查对应期间：2024 年度 | | | | | 现场检查时间：2024 年 12 月 19 日-20 日 | | | | | 一、现场检查事项 | | 现场检查意见 | | | （一）公司治理 | 是 | 否 | 不适用 | | 现场检查手段：访谈公司董事会秘书，查阅公司章程及各项规章制度，查阅公司历次董事会、监 | | | | | 事会、股东大会等会议材料，查阅公司相关信息披露文件，实地察看公司主要生产经营场所 | | | | | 1.公司章程和公司治理制度是否完备、合规 | √ | | | | 2.公司章程和三会规则是否得到有效执行 | √ | ...

（一）培训时间及地点 财通证券股份有限公司 关于浙江斯菱汽车轴承股份有限公司 2024年度持续督导培训情况报告 深圳证券交易所： 财通证券股份有限公司（以下简称"财通证券"或"保荐机构"）作为浙江 斯菱汽车轴承股份有限公司（以下简称"斯菱股份"或"公司"）首次公开发行 股票并在创业板上市的保荐机构，根据《证券发行上市保荐业务管理办法》《深 圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》《深圳证券交易所上市公司自律监管指引第 2 号——创业板 上市公司规范运作》的相关规定，于 2024 年 12 月 19 日对斯菱股份进行了持续 督导培训，具体情况如下： 一、本次持续督导培训的基本情况 保荐机构本次持续督导培训的工作过程中，公司积极予以配合，保证了培训 工作的有序进行，达到了良好效果。 三、本次持续督导培训的结论 1、培训时间：2024 年 12 月 19 日 2、培训方式：现场授课 3、现场培训地点：新昌县澄潭街道江东路 3 号斯菱股份会议室 （二）培训主讲人及培训对象 1、主讲人：财通证券保荐代表人 戚淑亮 2、培训对象：控股股东、实际控制人、董事、监事、高级 ...

证券代码：301550 证券简称：斯菱股份 编号：2024-018 浙江斯菱汽车轴承股份有限公司 投资者关系活动记录表 | --- | --- | --- | |------------------------|--------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | ☑ 特定对象调研 | | | | □媒体采访 | □分析师会议 | | 投资者关系活动类别 | □新闻发布会 | □业绩说明会 | | | □现场参观 | □路演活动 | | | | □其他（请文字说明其他活动内容） | | | | 长江证券刘晓舟、长江证券王子豪、信达证券孙然、富 国基金汪欢吉、东方基金高强、长城基金吴驰、工银瑞 | | 活动参与人员 | | 信黄 ...

证券代码：301550 证券简称：斯菱股份 公告编号：2024-061 浙江斯菱汽车轴承股份有限公司 关于完成工商变更登记并换发营业执照的公告 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。 浙江斯菱汽车轴承股份有限公司（以下简称为"公司"）于 2024 年 10 月 23 日召 开第四届董事会第七次会议、于 2024 年 11 月 11 日召开 2024 年第四次临时股东大会， 分别审议通过了《关于变更经营范围、修订<公司章程>并办理工商变更登记的议案》， 具体内容详见公司于 2024 年 10 月 24 日在巨潮资讯网（www.cninfo.com.cn）披露的 《关于变更经营范围、修订<公司章程>并办理工商变更登记的公告》（公告编号：2024- 法定代表人：姜岭 注册资本：壹亿壹仟万元整 成立日期：2004 年 11 月 22 日 住 所：浙江省新昌县澄潭街道江东路 3 号 经营范围：一般项目：轴承销售；轴承制造；汽车零部件研发；汽车零部件及配件 制造；机械设备研发；机械设备销售；轴承、齿轮和传动部件制造；轴承、齿轮和传动 部件销售；齿轮及齿轮减、变速箱 ...

证券代码：301550 证券简称：斯菱股份 编号：2024-017 浙江斯菱汽车轴承股份有限公司 投资者关系活动记录表 | --- | --- | --- | |------------------------|----------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | ☑ 特定对象调研 | | | | □媒体采访 | □分析师会议 | | 投资者关系活动类别 | □新闻发布会 | □业绩说明会 | | | □现场参观 | □路演活动 | | | | □其他（请文字说明其他活动内容） | | 活动参与人员 | 资产汤旭人 ...

证券代码：301550 证券简称：斯菱股份 编号：2024-016 浙江斯菱汽车轴承股份有限公司 投资者关系活动记录表 | --- | --- | --- | |--------------------|----------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：301550 证券简称：斯菱股份 编号：2024-015 浙江斯菱汽车轴承股份有限公司 投资者关系活动记录表 | --- | --- | --- | |------------------------|------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | □特定对象调研 | | | | □媒体采访 | ☑ 分析师会议 | | 投资者关系活动类别 | □新闻发布会 | □业绩说明会 | | | □现场参观 | □路演活动 | | | | □其他（请文字说明其他活动内容） | | | | 财通资管、泰信基金、国新自营、招商资管、西部利得、 | | 活动参与人员 | | 纳轩投资、东方基金、方正富邦、中信保诚基金、兴业 自营、永赢基金、银华基金、巨子私募、永赢基金、汐 泰投资、聚 ...

Company Highlights - Slin Co. has reached a historical high in stock price, with a current increase of 6.33%, trading at 62.49 yuan [1] - The total market capitalization of Slin Co. in A-shares is now 6.874 billion yuan, while the circulating market capitalization is 3.433 billion yuan [1] Industry Overview - The overall automotive industry has experienced a slight decline of 0.36%, with 161 stocks rising and 121 stocks falling [1] - Leading gainers in the automotive sector include Lihu Co. with a rise of 16.00%, Weichai Heavy Industry at 10.02%, and Shanghai Material Trade at 9.29% [1] - Notable decliners include Tianqi Model with a drop of 8.13%, Aerospace Science and Technology at 5.34%, and Jinbei Automobile at 5.26% [1] Financing Data - As of November 14, the margin trading balance for Slin Co. is 253 million yuan, with a financing balance of 252 million yuan [1] - The financing balance has increased by 117 million yuan over the past 10 days, reflecting a growth of 86.39% [1]

Investment Rating - The report maintains a "Recommend" rating for the company with a target price of 71.2 RMB, compared to the current price of 58.05 RMB [1] Core Views - The company's Q3 2024 revenue reached 557 million RMB, a year-on-year increase of 5.06%, with net profit attributable to the parent company at 137 million RMB, up 28.13% year-on-year [1] - Core business revenue remains stable, with sufficient orders for Q4, particularly in the automotive aftermarket sector [1] - Overseas factory capacity is stable, with the third phase of investment expected to boost production capacity [1] - The company is accelerating the mass production of humanoid robot-related products, with a planned investment of 117 million RMB for the "Robot Parts Intelligent Technology Transformation Project" [1] Financial Performance - Q3 2024 revenue was 197 million RMB, a slight year-on-year decrease of 1.01%, but net profit attributable to the parent company increased by 3.36% to 42 million RMB [1] - The company's revenue for 2024-2026 is forecasted to be 778 million RMB, 962 million RMB, and 1.123 billion RMB respectively, with net profit attributable to the parent company expected to be 184 million RMB, 224 million RMB, and 261 million RMB [1] - The company's gross margin is projected to remain stable at around 32% from 2024 to 2026, with a net margin of approximately 23% [5] Business Development - The company's products are primarily used in automotive wheel hubs and transmission systems, with a focus on the overseas automotive aftermarket [1] - The company's Thailand factory, with a current capacity utilization rate of 70%-80%, is expected to increase production capacity after the completion of the third phase of investment [1] - The company has established a robot parts division and is actively promoting the mass production of harmonic reducers and actuator modules [1] Market Performance - The company's total market capitalization is 6.385 billion RMB, with a circulating market capitalization of 3.189 billion RMB [3] - The company's stock price has fluctuated between 25.35 RMB and 60.12 RMB over the past 12 months [3] Valuation - The company's P/E ratio is forecasted to be 31x, 25x, and 22x for 2024, 2025, and 2026 respectively [2] - The company's P/B ratio is expected to be 3.3x, 3.0x, and 2.7x for the same period [2]