格隆汇2月2日丨精锻科技(300258.SZ)在投资者互动平台表示，公司现阶段与北美大客户的业务合作模 式是客户提名合作，后续业务进展情况，请以公司定期报告披露信息为准，敬请关注，并注意投资风 险。 ...

| [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 刘一鸣(分析师) | 021-23154145 | liuyiming@gtht.com | S0880525040050 | | 房乔华(分析师) | 021-23185699 | fangqiaohua@gtht.com | S0880525040065 | 本报告导读： 股 票 研 究 2025 年净利润实现扭亏为盈 继峰股份(603997) 继峰股份公告点评 [Table_Balance] 资产负债表摘要(LF) 继峰股份发布 2025 年业绩预告，预计 2025 年归母净利润 41,000 万元到 49,500 万 元，实现扭亏为盈，我们认为公司在经过多年整合后欧洲经营成本显著下降，同时 乘用车座椅业务规模效应显现，盈利能力大幅增长，公司有望迎来业绩释放的拐点。 投资要点： | [Table_Finance] 财务摘要(百万元) | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | -- ...

证券日报网讯1月30日，精锻科技（300258）在互动平台回答投资者提问时表示，公司当前与小鹏汽车 合作的是新能源车相关的业务，飞行汽车配套业务方面，当前未有实质性合作。 ...

（来源：中华工商时报） 转自：中华工商时报 1月26日，江苏省民营企业建立完善中国特色现代企业制度推进会在南京召开。会议总结前期成果，交 流实践经验，部署下一阶段深化推进工作，进一步引导江苏省民营企业建立完善中国特色现代企业制 度，筑牢高质量发展的制度根基。江苏省委常委、省委统战部部长胡广杰出席会议并讲话。 会议指出，要聚焦关键环节，全面提升中国特色现代企业制度建设水平。坚持党建引领，充分发挥党组 织把方向、管大局、保落实作用，确保企业发展的正确方向。完善治理结构，建立规范高效的法人治理 机制，提升企业管理水平和运营效率。强化创新驱动，健全创新激励机制，推动数字化转型。加强合规 经营，建立风险防控体系，树立良好企业形象。 会议要求，要强化协同联动，凝聚 推动建立完善中国特色现代企业制度的强大合力。发挥工商联纽带牵引作用，加大部门协同服务，为民 营企业制度建设提供全方位支持和保障。激发民营企业内生动力，引导企业家主动谋划，发挥示范企业 标杆引领作用，分类引导、梯次推进，共同构建现代化企业治理体系新格局。 江苏省工商联主席刘聪作阶段性工作总结指出，在江苏省委、省政府领导下，通过构建"一盘棋"工作格 局、扎实推进" ...

1月26日，精锻科技跌5.12%，截至发稿，报14.08元/股，成交3.82亿元，换手率4.65%，总市值82.37亿 元。 永赢先进制造智选混合发起A（018124）基金经理为张璐。 截至发稿，张璐累计任职时间6年180天，现任基金资产总规模301.83亿元，任职期间最佳基金回报 182.44%， 任职期间最差基金回报-60.31%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，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。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，江苏太平洋精锻科技股份有限公司位于江苏省泰州市姜堰区双登大道198号，成立日期1992 年12月9日，上市日期2011年8月26日，公司主营业务涉及汽车差速器锥齿轮、汽车变速器结合齿齿轮、 汽车变速器轴类件、EDL(电子差速锁齿轮)、同步器齿圈、离 ...

Investment Rating - The report maintains a neutral investment rating for the automotive and parts industry [5] Core Insights - Tesla is actively promoting the FSD subscription upgrade, which is expected to drive domestic automakers towards a software payment model. The launch of the Robotaxi service without a safety driver in Austin is anticipated to enhance FSD penetration rates, making software payments a significant revenue contributor for Tesla [8][12] - The restart of Tesla's Dojo project is expected to create new opportunities for domestic liquid cooling companies, supported by a $16.5 billion agreement with Samsung for AI6 chip production [13] - Continuous attention is recommended for companies in the autonomous driving and robotics supply chains, as partnerships and collaborations in these sectors are expected to boost demand for key components [14][15] Summary by Sections Investment Suggestions and Targets - The report suggests focusing on the liquid cooling supply chain, humanoid robotics chain, T chain, and autonomous driving companies, as they are expected to benefit from ongoing catalysts [15] - Key liquid cooling stocks include Invec (未评级), Silver Wheel (买入), Top Group (买入), Feilong (未评级), and Chuanhuan Technology (未评级) [16] - Key robotics stocks include New Spring (买入), Top Group (买入), Silver Wheel (买入), Daimai (买入), and Sanhua Intelligent Control (买入) [16] - Key autonomous driving stocks include Jingwei Hengrun-W (买入), Bertley (买入), and Desay SV (买入) [16] Sales Tracking - The report indicates that the wholesale sales of passenger cars in China for the week of January 12-18 were 359,000 units, a year-on-year decrease of 28% [17] - The retail sales for the same period were 351,000 units, down 22% year-on-year [17] Market Trends - The automotive sector showed overall strength, with the automotive index rising by 2.2%, outperforming the Shanghai and Shenzhen 300 index [28] - The commercial vehicle sector saw a significant increase of 7.38%, while the passenger vehicle sector experienced a slight decline of 0.67% [28]

Group 1 - The Jiangyan District of Taizhou, led by Jinguan Technology, has successfully entered the list of typical cases for the 2025 Quality Strong Chain Action in Jiangsu Province by addressing common failure issues in metal materials through a joint laboratory [1] - The initiative involves a collaborative platform that integrates leading enterprises, universities, and quality inspection institutions to tackle common technical challenges, resulting in the establishment of a failure analysis database covering multiple sectors including automotive parts and new materials [1] - The project has linked 16 member units and has provided over 160 precise technical services to chain enterprises, recovering nearly 10 million yuan in economic losses, thereby enhancing the intellectual support for high-quality industrial development [1] Group 2 - The Jiangsu market supervision authority has organized specialized training sessions, including "Certification into Parks," to connect standards with capabilities, serving over 200 enterprises and 500 technical personnel, which has effectively improved the development level of the industrial chain [2] - The authority plans to continue focusing on quality improvement projects within the automotive parts industry, aiming to deepen enterprise engagement and enhance standard leadership and brand cultivation to boost the competitiveness of the industrial chain [2]

证券日报网讯 1月20日，精锻科技在互动平台回答投资者提问时表示，公司各产品线的产能利用率存在 差异，其中传统主力产品产线利用率处于较高水平，新产品产线因尚处市场拓展与产能爬坡阶段，利用 率相对偏低。目前公司整体产能综合利用率约为60%以上。后续随着市场订单增加及新项目逐步投产， 公司产能综合利用率有望进一步提升。 （编辑 楚丽君） ...

专题：第七届"中国造隐形冠军"长青恳谈会 来源：中外管理传媒 文：杨光（中外管理传媒社长、总编，"中国造隐形冠军"评选发起人，"中国上市隐形冠军俱乐部"秘书 长） 2025年是中国"十四五"计划的收官年，2026年将是"十五五"规划的开启年，必将是未来中国经济和中国 企业高质量可持续发展的新起点，也将是中国隐形冠军企业（包括已上市隐形冠军企业）进一步健康发 展的新起点。 已发布的"十五五"规划中，围绕已上市的专精特新企业所创造出的骄人数据，进一步提出了如下核心发 展要求： 一、强化企业创新主体地位。进一步提升研发投入强度，专精特新"小巨人"企业上年度平均研发投入超 3000万元，平均研发强度超过7%，远高于规上工业企业平均水平。支持企业围绕"打造新动能、攻坚新 技术、开发新产品"加大科技创新投入，不断夯实企业立身之本。 二、提升产业链配套能力。支持企业围绕重点领域龙头企业产业链供应链需求，加大产业化投入，着力 提升产业链供应链韧性和安全水平。专精特新"小巨人"企业超六成处于工业基础领域，超七成深耕行业 10年以上，超八成进入了战略性新兴产业链，在提升产业链供应链稳定性中发挥重要作用。 三、完善多层次资本市场服 ...

Group 1: JinGu Co., Ltd. - JinGu Co., Ltd. has developed a low-carbon wheel named "Avatar," which is significantly lighter and stronger than traditional steel wheels, reducing weight by nearly half and improving fuel efficiency and carbon emissions [5][6][7] - The "Avatar" wheel weighs 18 kg compared to the traditional 44 kg steel wheel, allowing for a total weight reduction of over 500 kg for heavy trucks, potentially saving over 10,000 yuan in fuel costs annually for truck operators [5][6] - The company has transitioned from producing agricultural machinery wheels to becoming a primary supplier for domestic automotive manufacturers, including General Motors and Volkswagen [6][7] - JinGu's R&D team, consisting of experts from top universities, has successfully enhanced the strength of steel wheels by 3 to 4 times through innovative manufacturing processes [7] - The company plans to establish 20 production lines for the "Avatar" wheels over the next five years, aiming for an annual output of 50 million units and a projected revenue of 15 billion yuan [7][8] Group 2: Sailun Group - Sailun Group has introduced a colorful tire series called "Liquid Gold," which offers a variety of colors while maintaining performance, marking a significant innovation in the tire industry [9][11] - The company has developed a continuous liquid-phase mixing technology that overcomes the traditional "magic triangle" challenge of achieving low rolling resistance, high wet traction, and excellent wear resistance [12][13] - The "Liquid Gold" tires can reduce fuel consumption by 8% for gasoline vehicles and 12% for electric vehicles, while also improving wear resistance by 20% to 30% [13] - Sailun has established a comprehensive R&D platform and has been recognized for its innovative tire solutions, which are now marketed globally [14] Group 3: Pacific Precision Forging - Pacific Precision Forging specializes in the production of differential gears, essential for vehicle safety during turns, and has become a leader in this niche market [18][19] - The company has invested 5% of its sales into R&D for over 20 years, focusing on innovation and quality improvement to meet the growing demands of the automotive industry [20] - With the rise of electric vehicles, Pacific Precision Forging has capitalized on the increased demand for high-performance differential assemblies, securing contracts with major brands like Tesla and NIO [21] - The company is also exploring new markets, including robotics, to diversify its product offerings and enhance its competitive edge [21]