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定点项目密集释放 汽车零部件上市公司迎来增长新动能
Zheng Quan Ri Bao Zhi Sheng·2025-06-09 16:39

Group 1 - The automotive parts industry in A-shares is experiencing a boom with multiple companies receiving significant orders, driven by the rapid growth of the electric vehicle sector [1][4] - Domestic automotive parts manufacturers are increasingly chosen as designated suppliers by automakers to ensure supply chain stability, reflecting advancements in technology and product quality [1][2] - Zhejiang Tiancheng and Zhejiang Jingu have received designated orders for projects with significant production volumes and long lifecycles, indicating strong demand in the market [1][2] Group 2 - Ningbo Jifeng has secured a new project in the seat system sector, with a total project value of 2.52 billion yuan and a five-year lifecycle, enhancing the company's order reserve and capacity utilization [2] - The majority of designated projects disclosed by automotive parts companies are related to new energy vehicles, highlighting the sector's growth potential [3] - The retail sales of passenger vehicles in China reached 1.93 million units in May, with new energy vehicles accounting for over 1.05 million units, reflecting a strong recovery and increasing market penetration [4]