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2025年12月洛阳北方企业集团有限公司摩托车产销量分别为46405辆和45442辆 产销率为97.92%
Chan Ye Xin Xi Wang· 2026-02-04 03:58
根据中国汽车工业(摩托车)产销快讯数据显示:2025年12月洛阳北方企业集团有限公司摩托车产量为 46405辆,同比下降8.33%,销量为45442辆,同比下降7.99%,产销率为97.92%,积压963辆;2025年1- 12月洛阳北方企业集团有限公司摩托车产量为612310辆,产量累计同比增长2.28%,2025年1-12月洛阳 北方企业集团有限公司销量为613281辆,销量累计同比增长2.1%。 近一年洛阳北方企业集团有限公司摩托车产销情况统计图 上市公司:钱江摩托(000913),信隆健康(002105),征和工业(003033),久祺股份(300994), 林海股份(600099),上海凤凰(600679),中路股份(600818),力帆科技(601777),春风动力 (603129),爱玛科技(603529),隆鑫通用(603766),永安行(603776),新日股份(603787), 绿通科技(301322),涛涛车业(301345),华洋赛车(834058) 相关报告:智研咨询发布的《2026-2032年中国摩托车行业市场全景评估及发展策略分析报告》 知前沿,问智研。智研咨询是中国一流产业咨询 ...
2025年12月宁波市龙嘉动力科技有限公司摩托车产销量分别为5938辆和6107辆 产销率为102.85%
Chan Ye Xin Xi Wang· 2026-02-04 03:58
近一年宁波市龙嘉动力科技有限公司摩托车产销情况统计图 数据来源:中国汽车工业(摩托车)产销快讯,智研咨询整理 知前沿,问智研。智研咨询是中国一流产业咨询机构,十数年持续深耕产业研究领域,提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力,专注于提供完善的产业解决方案,为您的投资决策赋能。 上市公司:钱江摩托(000913),信隆健康(002105),征和工业(003033),久祺股份(300994), 林海股份(600099),上海凤凰(600679),中路股份(600818),力帆科技(601777),春风动力 (603129),爱玛科技(603529),隆鑫通用(603766),永安行(603776),新日股份(603787), 绿通科技(301322),涛涛车业(301345),华洋赛车(834058) 相关报告:智研咨询发布的《2026-2032年中国摩托车行业市场全景评估及发展策略分析报告》 根据中国汽车工业(摩托车)产销快讯数据显示:2025年12月宁波市龙嘉动力科技有限公司摩托车产量为 5938辆,同比增长125.35% ...
2025年12月洛阳盛江红强摩托车有限公司摩托车产量为135辆
Chan Ye Xin Xi Wang· 2026-02-04 03:58
知前沿,问智研。智研咨询是中国一流产业咨询机构,十数年持续深耕产业研究领域,提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力,专注于提供完善的产业解决方案,为您的投资决策赋能。 根据中国汽车工业(摩托车)产销快讯数据显示:2025年12月洛阳盛江红强摩托车有限公司摩托车产量为 135辆,同比增长33.66%,积压135辆;2025年1-12月洛阳盛江红强摩托车有限公司摩托车产量为3053 辆,产量累计同比增长6.45%,2025年1-12月洛阳盛江红强摩托车有限公司销量为2918辆,销量累计同 比增长5.46%。 上市公司:钱江摩托(000913),信隆健康(002105),征和工业(003033),久祺股份(300994), 林海股份(600099),上海凤凰(600679),中路股份(600818),力帆科技(601777),春风动力 (603129),爱玛科技(603529),隆鑫通用(603766),永安行(603776),新日股份(603787), 绿通科技(301322),涛涛车业(301345),华洋赛车(834058 ...
2025年12月康超集团广州摩托车制造有限公司摩托车产销量分别为16694辆和17116辆 产销率为102.53%
Chan Ye Xin Xi Wang· 2026-02-04 03:58
上市公司:钱江摩托(000913),信隆健康(002105),征和工业(003033),久祺股份(300994), 林海股份(600099),上海凤凰(600679),中路股份(600818),力帆科技(601777),春风动力 (603129),爱玛科技(603529),隆鑫通用(603766),永安行(603776),新日股份(603787), 绿通科技(301322),涛涛车业(301345),华洋赛车(834058) 相关报告:智研咨询发布的《2026-2032年中国摩托车行业市场全景评估及发展策略分析报告》 根据中国汽车工业(摩托车)产销快讯数据显示:2025年12月康超集团广州摩托车制造有限公司摩托车产 量为16694辆,同比下降3.39%,销量为17116辆,同比下降0.94%,产销率为102.53%,清仓422辆; 2025年1-12月康超集团广州摩托车制造有限公司摩托车产量为116750辆,产量累计同比增长59.78%, 2025年1-12月康超集团广州摩托车制造有限公司销量为116752辆,销量累计同比增长59.75%。 知前沿,问智研。智研咨询是中国一流产业咨询机构,十数年持续深耕产业研 ...
2025年12月江苏众星摩托有限公司摩托车产销量分别为17581辆和17527辆 产销率为99.69%
Chan Ye Xin Xi Wang· 2026-02-04 03:52
近一年江苏众星摩托有限公司摩托车产销情况统计图 数据来源:中国汽车工业(摩托车)产销快讯,智研咨询整理 知前沿,问智研。智研咨询是中国一流产业咨询机构,十数年持续深耕产业研究领域,提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力,专注于提供完善的产业解决方案,为您的投资决策赋能。 上市公司:钱江摩托(000913),信隆健康(002105),征和工业(003033),久祺股份(300994), 林海股份(600099),上海凤凰(600679),中路股份(600818),力帆科技(601777),春风动力 (603129),爱玛科技(603529),隆鑫通用(603766),永安行(603776),新日股份(603787), 绿通科技(301322),涛涛车业(301345),华洋赛车(834058) 相关报告:智研咨询发布的《2026-2032年中国摩托车行业市场全景评估及发展策略分析报告》 根据中国汽车工业(摩托车)产销快讯数据显示:2025年12月江苏众星摩托有限公司摩托车产量为17581 辆,同比增长3%,销量为17527辆 ...
行业供给能力持续增强
Jing Ji Ri Bao· 2026-02-03 09:15
电动自行车新标准已全面实施,当前电动自行车市场情况如何? 日前,中国自行车协会在北京举行"2026新国标电动自行车宣传推广 活动",17家行业领军企业携33款已获得CCC认证的新国标电动自行 车集中亮相。 记者在活动现场看到,颜色多样、款式新颖、功能各异的新国标 电动自行车整齐排列,吸引了许多参观者。工作人员表示,此次展出 的新车型,覆盖雅迪、爱玛、小牛、台铃、九号等17家主流品牌, 涵盖南北主要产业集群,满足消费者多样化的市场需求。 小牛电动车相关负责人告诉记者,此次活动展出U1 One、K Citi 两款车型。其中,U1 One已经上市两个月,取得很好的市场反响; 而K系列新国标车型采用长续航科技加持,并通过智能算法实时优化 能耗,让动态续航更精准。 据了解,此次展出的33款车型严格遵循新国标限速、限重、防 火阻燃等安全要求,同时在智能化、轻量化、长续航、时尚设计、舒 适性等方面实现突破,精准满足城市通勤、家庭接送、休闲骑行等多 元场景需求。 业内人士预计,3月份将迎来新国标车型上市高峰,更多电动自 行车企业将上线新产品,抢占市场。到今年一季度末,新国标车辆产 量预计将达755万辆,供给能力持续增强。 当 ...
美芯晟:鑫雁微的主要客户包括爱玛、和而泰、兰宝、华望汽车、淮海新能源等业内知名品牌
Jin Rong Jie· 2026-02-03 08:48
有投资者在互动平台向 美芯晟提问:请问贵公司并购的鑫雁微,其主要客户是哪些?美芯晟回复称, 鑫雁微核心产品为磁传感芯片,同时布局马达驱动芯片等相关品类的技术与产品布局,其主要客户包括 爱玛、 和而泰、兰宝、华望汽车、淮海 新能源等业内知名品牌。 ...
公司问答丨美芯晟:鑫雁微的主要客户包括爱玛、和而泰、兰宝、华望汽车、淮海新能源等业内知名品牌
Ge Long Hui A P P· 2026-02-03 08:20
Core Viewpoint - The company Meixinsheng has acquired Xinyanwei, which specializes in magnetic sensing chips and is expanding into motor driver chips and related technologies [1] Group 1: Company Overview - Xinyanwei's core product is magnetic sensing chips, with a focus on developing motor driver chips and other related product categories [1] - Major clients of Xinyanwei include well-known brands such as Aima, Heertai, Lanbao, Huawang Automotive, and Huaihai New Energy [1]
东北固收转债分析:2026年2月十大转债-2026年2月
NORTHEAST SECURITIES· 2026-02-03 01:47
Report Summary - The report presents the top ten convertible bonds in February 2026, along with detailed information about the issuing companies, including their business scope, financial data, and key attractions [1][6]. Top Ten Convertible Bonds in February 2026 1. Zhongte Convertible Bond - Rating: AAA; 1 - end closing price: 128.153 yuan; conversion premium rate: 73.5%; PE - TTM of the underlying stock: 14.75 [1][8]. - Company: A global leader in special - steel manufacturing with an annual production capacity of about 20 million tons. It has a complete industrial chain and multiple production bases [13]. - Financials: In 2024, revenue was 109.203 billion yuan (-4.22% yoy), net profit attributable to shareholders was 5.126 billion yuan (-10.41% yoy). In the first three quarters of 2025, revenue was 81.206 billion yuan (-2.75% yoy), net profit attributable to shareholders was 4.33 billion yuan (+12.88% yoy) [13]. - Highlights: It is one of the world's most comprehensive special - steel enterprises, with high market shares in core products. It has strong cost - control and is seeking external expansion [14]. 2. Shanlu Convertible Bond - Rating: AAA; 1 - end closing price: 128.472 yuan; conversion premium rate: 54.45%; PE - TTM of the underlying stock: 4.32 [6][8]. - Company: Focused on road and bridge construction and maintenance, and expanding into other fields. It has a complete business system [31]. - Financials: In 2024, revenue was 71.348 billion yuan (-2.3% yoy), net profit attributable to shareholders was 2.322 billion yuan (+1.47% yoy). In the first three quarters of 2025, revenue was 41.354 billion yuan (-3.11% yoy), net profit attributable to shareholders was 1.41 billion yuan (-3.27% yoy) [31]. - Highlights: It has the "China Special Valuation" concept, and its balance sheet and potential orders may improve. It may benefit from infrastructure plans in Shandong and the Belt and Road Initiative [32]. 3. Hebang Convertible Bond - Rating: AA; 1 - end closing price: 153.399 yuan; conversion premium rate: 21.26%; PE - TTM of the underlying stock: -230.95 [6][8]. - Company: With a diversified business layout in chemicals, agriculture, and photovoltaics, it has expanded from a single - product business [44]. - Financials: In 2024, revenue was 8.547 billion yuan (-3.13% yoy), net profit attributable to shareholders was 31 million yuan (-97.55% yoy). In the first three quarters of 2025, revenue was 5.927 billion yuan (-13.02% yoy), net profit attributable to shareholders was 93 million yuan (-57.93% yoy) [44]. - Highlights: Its liquid methionine production has high profitability and is a major profit contributor [47]. 4. Huayuan Convertible Bond - Rating: AA -; 1 - end closing price: 145.282 yuan; conversion premium rate: 9.47%; PE - TTM of the underlying stock: 32.14 [6][8]. - Company: Focused on building a complete vitamin D3 industrial chain, with products in the vitamin and pharmaceutical sectors [58]. - Financials: In 2024, revenue was 1.243 billion yuan (+13.58% yoy), net profit attributable to shareholders was 309 million yuan (+60.76% yoy). In the first three quarters of 2025, revenue was 936 million yuan (-0.2% yoy), net profit attributable to shareholders was 234 million yuan (-3.07% yoy) [58]. - Highlights: It is a leader in certain products, and is expanding its product portfolio and has achievements in pharmaceutical R & D [59]. 5. Xingye Convertible Bond - Rating: AAA; 1 - end closing price: 123.691 yuan; conversion premium rate: 40.16%; PE - TTM of the underlying stock: 5.11 [6][8]. - Company: One of the first joint - stock commercial banks in China, evolving into a modern financial service group [72]. - Financials: In 2024, revenue was 212.226 billion yuan (+0.66% yoy), net profit attributable to shareholders was 77.205 billion yuan (+0.12% yoy). In the first three quarters of 2025, revenue was 161.234 billion yuan (-1.82% yoy), net profit attributable to shareholders was 63.083 billion yuan (+0.12% yoy) [72]. - Highlights: It has stable asset quality and scale growth, with a large customer base [73]. 6. Aima Convertible Bond - Rating: AA; 1 - end closing price: 126.979 yuan; conversion premium rate: 60.87%; PE - TTM of the underlying stock: 10.97 [6][8]. - Company: The leading enterprise in the electric two - wheeler industry, with self - developed and produced products [82]. - Financials: In 2024, revenue was 21.606 billion yuan (+2.71% yoy), net profit attributable to shareholders was 1.988 billion yuan (+5.68% yoy). In the first three quarters of 2025, revenue was 21.093 billion yuan (+20.78% yoy), net profit attributable to shareholders was 1.907 billion yuan (+22.78% yoy) [82]. - Highlights: It may benefit from government subsidies and the implementation of new national standards, and has potential for improving gross margin [83]. 7. Chongyin Convertible Bond - Rating: AAA; 1 - end closing price: 128.332 yuan; conversion premium rate: 16.22%; PE - TTM of the underlying stock: 6.55 [6][8]. - Company: An early - established local joint - stock commercial bank in the upper reaches of the Yangtze River and Southwest China, with a wide range of business operations [92]. - Financials: In 2024, revenue was 13.679 billion yuan (+3.54% yoy), net profit attributable to shareholders was 5.117 billion yuan (+3.8% yoy). In the first three quarters of 2025, revenue was 11.74 billion yuan (+10.4% yoy), net profit attributable to shareholders was 4.879 billion yuan (+10.19% yoy) [92]. - Highlights: It may benefit from the development of the Chengdu - Chongqing economic circle, has stable asset growth, and has a good risk - control strategy [93][96]. 8. Tianye Convertible Bond - Rating: AA+; 1 - end closing price: 141.695 yuan; conversion premium rate: 26.15%; PE - TTM of the underlying stock: 163.89 [6][8]. - Company: A leading enterprise in the chlor - alkali chemical industry in Xinjiang, with an integrated circular economy industrial chain [105]. - Financials: In 2024, revenue was 11.156 billion yuan (-2.7% yoy), net profit attributable to shareholders was 68 million yuan (+108.83% yoy). In the first three quarters of 2025, revenue was 7.97 billion yuan (+2.2% yoy), net profit attributable to shareholders was 7 million yuan (-28.79% yoy) [105]. - Highlights: It benefits from cost - reduction in raw materials and plans to increase dividend frequency, and its group is promoting coal - mine projects [107]. 9. Aorui Convertible Bond - Rating: AA -; 1 - end closing price: 160.557 yuan; conversion premium rate: 39.57%; PE - TTM of the underlying stock: 27.45 [6][8]. - Company: Focused on the R & D, production, and sales of complex APIs and formulations, leading in certain technical fields [120]. - Financials: In 2024, revenue was 1.476 billion yuan (+16.89% yoy), net profit attributable to shareholders was 355 million yuan (+22.59% yoy). In the first three quarters of 2025, revenue was 1.237 billion yuan (+13.67% yoy), net profit attributable to shareholders was 354 million yuan (+24.58% yoy) [120]. - Highlights: It is optimizing its distribution network, expanding the market for its formulation products, and has high - quality customer resources [121]. 10. Yushui Convertible Bond - Rating: AAA; 1 - end closing price: 128.343 yuan; conversion premium rate: 35.36%; PE - TTM of the underlying stock: 26.26 [6][8]. - Company: The largest water supply and drainage integrated enterprise in Chongqing, with a monopoly position in the local market [134]. - Financials: In 2024, revenue was 6.999 billion yuan (-3.52% yoy), net profit attributable to shareholders was 785 million yuan (-27.88% yoy). In the first three quarters of 2025, revenue was 5.568 billion yuan (+7.21% yoy), net profit attributable to shareholders was 779 million yuan (+7.1% yoy) [134]. - Highlights: It has a high market share, is expanding its business scope, and has achieved cost - control through intelligent applications [135]. Related Reports - "Pricing of Naipu Convertible Bond 02: First - day conversion premium rate of 28% - 33%", released on January 27, 2026 [3]. - "Pricing of Shangtai Convertible Bond: First - day conversion premium rate of 40% - 45%", released on January 27, 2026 [3]. - "Pricing of Lianrui Convertible Bond: First - day conversion premium rate of 43% - 48%", released on January 15, 2026 [3]. - "Outlook for US Inflation in 2026: High at first, then low, overall controllable", released on January 12, 2026 [3].
行业供给能力持续增强 多款新国标电动自行车集中亮相
Jing Ji Ri Bao· 2026-02-03 01:25
Core Insights - The new national standard for electric bicycles has been fully implemented, with 33 models from 17 leading brands showcased at a promotional event, indicating a shift towards compliance and safety in the industry [1][2] - The electric bicycle market is experiencing significant growth, with 165 million new standard models already released and an expected production of 7.55 million units by the end of Q1 2025, reflecting a robust supply capability [2] - Safety and compliance are emphasized as fundamental for the survival and development of electric bicycle companies, with stricter technical requirements introduced in the new standard [3] Group 1: Market Overview - The event featured a variety of new models that cater to diverse consumer needs, showcasing brands like Yadea, Aima, and Niu [1] - The electric bicycle has become an essential tool for daily commuting, with a projected production of 54.9 million units by 2025, representing a 29% year-on-year increase [2] - The industry is expected to see a peak in new model launches in March, as more companies aim to capture market share [2] Group 2: Compliance and Safety - The new national standard imposes stricter requirements on fire resistance, plastic composition, anti-tampering, and braking performance, marking a transition to high-quality development in the industry [3] - A public commitment was made by 20 key electric bicycle companies to resist non-compliance, emphasizing integrity and adherence to standards [3] - The Ministry of Industry and Information Technology stresses the importance of quality and safety as a lifeline for companies, aiming to prevent the circulation of non-compliant vehicles [3]