| 证券代码：603305 | 证券简称：旭升集团 | | 公告编号：2025-066 | | --- | --- | --- | --- | | 债券代码：113685 | 债券简称：升 24 | 转债 | | 宁波旭升集团股份有限公司 关于提前赎回"升 24 转债"的公告 宁波旭升集团股份有限公司（以下简称"公司"）股票自2025年9月16日至2025 年10月15日，已有十五个交易日的收盘价格不低于"升24转债"当期转股价 格12.51元/股的130%（含16.26元/股）。根据《宁波旭升集团股份有限公司 公开发行可转换公司债券募集说明书》（以下简称"《募集说明书》"）的 约定，已触发"升24转债"的有条件赎回条款。 公司已于2025年10月15日召开第四届董事会第十一次会议，审议通过了《关 于提前赎回"升24转债"的议案》，公司董事会决定行使"升24转债"的提 前赎回权，按照债券面值加当期应计利息的价格对赎回登记日登记在册的 "升24转债"全部赎回。 投资者所持"升24转债"除在规定时限内通过二级市场继续交易或按照12.51 元/股的转股价格进行转股外，仅能选择以100元/张的票面价格加当期应计利 息 ...

中信建投证券股份有限公司 关于宁波旭升集团股份有限公司 提前赎回"升 24 转债"的核查意见 中信建投证券股份有限公司（以下简称"保荐人"）作为宁波旭升集团股份 有限公司（以下简称"旭升集团"、"公司"）2024年向不特定对象发行可转换 公司债券的保荐人,根据《证券发行上市保荐业务管理办法》《上海证券交易所 上市公司自律监管指引第12号——可转换公司债券》等相关法律、法规和规范性 文件的规定,对公司提前赎回"升24转债"事项进行了审慎核查,具体情况如下: 一、可转债发行上市概况 根据中国证券监督管理委员会出具的《关于同意宁波旭升集团股份有限公司 向不特定对象发行可转换公司债券注册的批复》（证监许可[2024]764号），公 司于2024年6月14日向不特定对象发行面值总额为人民币280,000.00万元的可转 换公司债券,期限6年。票面利率为第一年0.20%、第二年0.40%、第三年0.60%、 第四年1.50%、第五年1.80%、第六年2.00% 经上海证券交易所自律监管决定书[2024]90号文同意,公司本次发行的 280.000.00万元可转换公司债券于2024年7月10日起在上海证券交易所挂牌交易, ...

10月15日，旭升集团涨5.05%，截至发稿，报16.43元/股，成交5.61亿元，换手率3.61%，总市值160.78 亿元。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间6年344天，现任基金资产总规模949.76亿元，任职期间最佳基金回报 187.98%， 任职期间最差基金回报-15.93%。 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，宁波旭升集团股份有限公司位于浙江省宁波市北仑区沿山河南路68号，成立日期2003年8月 25日，上市日期2017年7月10日，公司主营业务涉及精密铝合金零部件的研发、生产与销售,并专注于为 客户提供汽车轻量化的解决方案。主营业务收入构成为：汽车类81.35%，其他类14.23%，工业类 1.99%，模具类1.49%，其他(补充)0.94%。 从旭升集团十大流通股东角度 数据显示，南方基金旗下1只基金位居旭升集团十大流通股东。南方中证1000ETF（512100） ...

Core Viewpoint - As of October 15, 2023, Xusheng Group's stock price increased by 2.05%, reaching 15.96 CNY per share, with a total market capitalization of 15.618 billion CNY. The company has experienced a year-to-date stock price increase of 24.98% but has seen a decline of 12.07% over the past five trading days [1]. Financial Performance - For the first half of 2025, Xusheng Group reported a revenue of 2.096 billion CNY, a year-on-year decrease of 2.47%. The net profit attributable to shareholders was 201 million CNY, down 24.22% compared to the previous year [2]. - Since its A-share listing, Xusheng Group has distributed a total of 1.002 billion CNY in dividends, with 657 million CNY distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Xusheng Group was 59,900, an increase of 6.00% from the previous period. The average number of circulating shares per shareholder was 15,927, a decrease of 5.66% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 13.8746 million shares, a decrease of 2.1424 million shares from the previous period. New shareholder Southern CSI 1000 ETF held 4.3898 million shares [3]. Business Overview - Xusheng Group, established on August 25, 2003, and listed on July 10, 2017, is located in Ningbo, Zhejiang Province. The company specializes in the research, production, and sales of precision aluminum alloy components, focusing on lightweight automotive solutions. The revenue composition is as follows: automotive 81.35%, others 14.23%, industrial 1.99%, molds 1.49%, and other supplementary 0.94% [1].

Investment Rating - The report maintains a "Recommendation" rating for the automotive industry, expecting the industry index to outperform the benchmark index by more than 5% in the next 3-6 months [72][74]. Core Insights - In September, the wholesale volume of narrow passenger cars reached 2.84 million units, a year-on-year increase of 17% and a month-on-month increase of 16%. The wholesale volume was 2.8 million units, with a year-on-year increase of 12% and a month-on-month increase of 13% [2][8]. - The penetration rate of new energy vehicles (NEVs) reached a record high of 54% in September, with wholesale sales of 1.5 million units, a year-on-year increase of 22% and a month-on-month increase of 17% [8][10]. - The report anticipates that the automotive market will continue to experience strong sales in the fourth quarter, driven by the early continuation of the vehicle trade-in policy and the expected seasonal inventory reduction [8][10]. Summary by Sections Sales - The report indicates that the wholesale sales of passenger cars in September were 2.8 million units, reflecting a year-on-year increase of 12% and a month-on-month increase of 13%. The retail sales for the same month are estimated at approximately 2.13 million units, showing a year-on-year increase of 1% [8][10]. - The report highlights that the penetration rate of NEVs has surpassed 54%, marking a significant increase in the market share of electric vehicles [8][10]. Inventory - The report notes that the total inventory in the automotive market is currently around 3.1 million units, with fuel vehicle inventory at approximately 900,000 units. This indicates that overall inventory levels are higher than the same period last year, although fuel vehicle inventory is lower [8][10]. Pricing - The report mentions that the discount rate in the automotive industry has increased to 10.1% in late September, reflecting a month-on-month increase of 0.5 percentage points [8][10]. - The average discount rate has been gradually relaxing, indicating a trend towards more competitive pricing in the market [8][10]. Market Competition - The report identifies key players in the automotive sector, recommending companies such as Jianghuai Automobile, Geely Automobile, and BYD, which are expected to perform well in the upcoming quarters [8][10].

Market Overview - The automotive thermal management sector declined by 1.86%, ranking among the top declines in concept sectors as of the market close on October 13 [1] - Within this sector, companies such as Hengshuai Co., Zhejiang Rongtai, and Jingwei Hengrun experienced significant declines, while 18 stocks saw price increases, with Hunan Tianyan, Changying Tong, and Keda Guochuang leading with gains of 6.67%, 6.55%, and 4.51% respectively [1] Concept Sector Performance - The top-performing concept sectors included Rare Earth Permanent Magnets with a gain of 6.92%, and Military Equipment Restructuring Concept with a gain of 3.51% [2] - The automotive thermal management sector was among the laggards, with a decline of 1.86%, alongside other sectors like AI PC and Decelerators [2] Capital Flow Analysis - The automotive thermal management sector saw a net outflow of 1.94 billion yuan, with 91 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 100 million yuan [2] - The leading stock for net outflow was Sanhua Intelligent Control, with a net outflow of 354 million yuan, followed by Top Group and Huagong Technology with outflows of 251 million yuan and 222 million yuan respectively [2] Notable Stocks in Automotive Thermal Management - Key stocks with significant net outflows included: - Sanhua Intelligent Control: -5.23% with a turnover rate of 5.92% and a net outflow of 353.60 million yuan - Top Group: -4.97% with a turnover rate of 3.39% and a net outflow of 251.08 million yuan - Huagong Technology: -3.19% with a turnover rate of 6.05% and a net outflow of 222.13 million yuan [3][4] Stocks with Positive Capital Inflows - Stocks with notable net inflows included: - Midea Group: 3.59 billion yuan - Feirongda: 57.68 million yuan - Sixuan New Materials: 53.25 million yuan [2][6]

| 证券代码：603305 | 证券简称：旭升集团 | | 公告编号：2025-065 | | --- | --- | --- | --- | | 债券代码：113685 | 债券简称：升 24 | 转债 | | 宁波旭升集团股份有限公司 关于签订募集资金专户存储监管协议的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 一、募集资金基本情况 根据中国证券监督管理委员会出具的《关于同意宁波旭升集团股份有限公司 向不特定对象发行可转换公司债券注册的批复》（证监许可[2024]764 号），公 司获准向不特定对象发行面值总额为人民币 280,000.00 万元的可转换公司债券， 期限 6 年。公司本次发行可转换公司债券应募集资金 280,000.00 万元，实际募集 资金 280,000.00 万元，扣除保荐承销费及其他发行相关费用合计(不含税)人民币 833.93 万元后，实际募集资金净额为人民币 279,166.07 万元。上述募集资金已于 2024 年 6 月 20 日全部到位，中汇会计师事务所（特殊普通合伙）已进 ...

Core Insights - Ningbo Beilun District has transformed from a "manufacturing region" to an "intelligent manufacturing stronghold," showcasing significant achievements in industrial value-added growth and digital transformation [1][2][4] Group 1: Industrial Development - The industrial added value of above-scale enterprises in Ningbo has ranked first in Zhejiang Province for seven consecutive years, with four companies listed among China's top 500 manufacturers [1] - The district has established a complete industrial chain for new energy vehicles, housing over 800 related enterprises [3] - Key industries such as new energy vehicles, integrated circuits, and intelligent robots have shown substantial growth, contributing to the district's robust industrial foundation [4] Group 2: Emerging Industries - A new robot industrial park covering 1,413 acres is under construction, with several local enterprises investing in benchmark projects [2] - Companies like Ningbo Deyue Technology Co., Ltd. are transitioning from traditional appliance manufacturing to solar inverter production, indicating a shift towards new energy sectors [2] - The district is focusing on high-end equipment manufacturing, with companies developing intelligent manufacturing systems for drones and heavy-duty robots [2] Group 3: Innovation and Technology - The establishment of high-energy platforms, such as the Lingfeng Modern Industrial Park, aims to attract projects in artificial intelligence and humanoid robotics [6] - The integration of technology and industry is emphasized, with local enterprises leveraging their expertise in automotive components to innovate in humanoid robot manufacturing [3][6] - The district is fostering a health management industry chain that covers the entire process from screening to treatment, focusing on cutting-edge fields like neuroscience and AI in healthcare [5][6] Group 4: Business Environment - Ningbo Beilun District prioritizes optimizing the business environment as a key driver for high-quality development, facilitating technology transfer and collaboration between enterprises and research institutions [7][8] - Initiatives such as the "smart engine" for business environment optimization aim to enhance legal services, government efficiency, and resource allocation for enterprises [8] - The district is committed to deepening the integration of technological and industrial innovation, particularly in artificial intelligence, to accelerate the transformation of traditional industries [8]

| 证券代码：603305 | 证券简称：旭升集团 | | 公告编号：2025-064 | | --- | --- | --- | --- | | 债券代码：113685 | 债券简称：升 24 | 转债 | | 宁波旭升集团股份有限公司 关于可转债转股结果暨股份变动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 一、可转债发行上市概况 根据中国证券监督管理委员会出具的《关于同意宁波旭升集团股份有限公司 向不特定对象发行可转换公司债券注册的批复》（证监许可[2024] 764 号），宁 波旭升集团股份有限公司（以下简称"公司"）于 2024 年 6 月 14 日向不特定对 象发行面值总额为人民币 280,000.00 万元的可转换公司债券，期限 6 年。 经上海证券交易所自律监管决定书[2024]90 号文同意，公司本次发行的 280,000.00 万元可转换公司债券于 2024 年 7 月 10 日起在上海证券交易所挂牌交 易，债券简称"升 24 转债"，债券代码"113685"。 二、可转债本次 ...

Industry Overview - The automotive die-casting industry involves the use of die-casting technology to produce metal components for vehicles, utilizing materials such as aluminum, zinc, and magnesium [1][11] - The industry's growth is driven by the rapid rise of the automotive sector, particularly in electric vehicles, with increasing demand for lightweight and energy-efficient components [1][11] - China's automotive die-casting market is projected to grow from 18.988 billion yuan in 2017 to 26.429 billion yuan in 2024, with a compound annual growth rate (CAGR) of 4.84% [1][12] Industry Development History - The industry has evolved through three main phases: the initial phase from 1953 to 1981, the startup phase from 1982 to 2006, and the rapid development phase from 2007 to present [4][5] - The current phase is characterized by significant advancements in technology and production capabilities, with a focus on high-performance and high-precision die-casting products [4][11] Policy Support - Recent government policies have emphasized the importance of the die-casting industry, promoting advanced casting techniques and green manufacturing practices [6] - The National Development and Reform Commission issued guidelines to encourage the use of lightweight alloys and automation in die-casting processes [6] Industry Chain - The die-casting industry supply chain includes upstream raw materials (aluminum, magnesium, iron, zinc) and equipment (die-casting machines), with the manufacturing process occurring in the midstream and automotive manufacturing in the downstream [4][7] Market Trends - The industry is moving towards precision, customization, lightweighting, and green manufacturing as key trends [14][15][17][18] - Precision die-casting is increasingly important to meet the stringent requirements of automotive components, while customization allows for tailored solutions to meet diverse client needs [14][15] - Lightweight materials are being adopted to enhance fuel efficiency and performance, particularly in electric vehicles [17] - Environmental sustainability is becoming a core focus, with efforts to reduce carbon footprints through the use of recycled materials and cleaner production methods [18] Key Companies - Major players in the automotive die-casting industry include Top Group, Guangdong Hongtu, Aikodi, and BYD, which are expanding their capabilities in both traditional and new energy vehicle sectors [2][12] - Guangdong Hongtu's die-casting business has gained global recognition, focusing on lightweight aluminum products and comprehensive solutions for automotive manufacturers [12][13]