北交所信息更新 | 日期 | 2026/2/25 | | --- | --- | | 当前股价(元) | 16.92 | | 一年最高最低(元) | 38.00/16.22 | | 总市值(亿元) | 22.60 | | 流通市值(亿元) | 10.84 | | 总股本(亿股) | 1.34 | | 流通股本(亿股) | 0.64 | | 近 3 个月换手率(%) | 97.6 | 北交所研究团队 卡位汽车座椅智能化从零件到总成件，2025 年营收预计+28% ——北交所信息更新 诸海滨（分析师） zhuhaibin@kysec.cn 证书编号：S0790522080007 2025 年预计营收 3.90 亿元（+28.02%），归母净利润 8214.19 万元（+3.81%） 公司发布 2025 年业绩快报，预计 2025 年公司营业收入 3.90 亿元，同比增长 28.02%；归母净利润 8214.19 万元，同比增长 3.81%；我们维持 2025-2027 年盈 利预测，预计 2025-2027 年归母净利润分别为 0.81/1.02/1.26 亿元。EPS 分别为 0.61/0.76/0.95 元， ...

Core Insights - The global automotive seat industry is projected to reach a market size of approximately $94.1 billion in 2024, with a compound annual growth rate (CAGR) of 3.9% expected from 2025 to 2030, leading to an estimated market size of over $118.6 billion by 2030 [9][12]. Industry Development Stages - The automotive seat industry has evolved through three main stages: 1. **Early Stage (Automobile Invention to Early 20th Century)**: Initial designs were rudimentary, mimicking horse-drawn carriage seats, with basic comfort features introduced [2]. 2. **Technological Development Stage (Early 20th Century to Late 20th Century)**: Innovations included headrests and airbags, significantly enhancing safety and comfort [2]. 3. **Modern Intelligent Stage (21st Century to Present)**: Focus has shifted towards smart and personalized features, with the integration of AI and eco-friendly materials becoming prevalent [2][4]. Regional Market Dynamics - The Asia-Pacific region dominates the automotive seat market, accounting for approximately 41% of the market share in 2024. Key players include international suppliers like Faurecia and Johnson Controls, as well as local companies such as Huayu Automotive [4]. - North America holds about 28% of the market share, with Tier 1 suppliers like Adient and Lear leading the market through comprehensive service offerings and partnerships with local automakers [4]. Trade Flow - Major trade flows in the automotive seat industry involve exports from China and Mexico, with China being a primary exporter to the US and Japan, while Mexico exports mainly to the US, Japan, and Canada [7].