长江商报消息 ●长江商报记者 张璐 国内制动器行业龙头亚太股份（002284.SZ）再添重磅订单。 9月9日，亚太股份公告称，公司收到国内某头部新势力品牌主机厂的定点通知，被定为该客户某平台后 制动钳总成（带EPB）及前制动盘产品供应商。上述项目生命周期4年，生命周期销售总金额约为5.14 亿元。 长江商报记者注意到，2025年以来，亚太股份大力拓展国内外市场，收获颇丰，年内已累计获得7个定 点通知（包含此次项目定点），生命周期销售总金额达41.94亿元。 作为国内率先自主研发生产汽车液压ABS的企业，亚太股份近年来业绩保持高增长，与此同时，公司持 续加码研发，2020年—2025年上半年累计研发投入达12.29亿元，截至2025年上半年末，公司已手握757 项有效专利。 研发投入的转化与市场拓展的成效，推动公司资产规模稳步增长，截至2025年上半年，亚太股份总资产 同比增长17.03%至75.23亿元，创下历史新高。此次新获订单，不仅是公司产品实力的又一印证，也将 为其后续业绩增长注入新动能。 斩获头部新势力5.14亿订单 回顾亚太股份过往业绩，呈现出稳健增长的态势。从营收数据来看，2021年—2024年期 ...

Group 1 - The "Xiaomo Port - Yantian Port" foreign trade route has opened a new channel for the export of automotive parts from the Guangdong East region, with the first shipment arriving on August 8 [1] - China is increasingly occupying an important position in the global automotive parts market due to its complete industrial chain, strong manufacturing capabilities, and high cost-performance ratio, with significant export advantages in various categories such as tires, headlights, braking systems, and more [1] - From January to July this year, the Dapeng Customs supervised the export of automotive parts worth 14.54 billion yuan, representing a year-on-year increase of 9.2% [1] Group 2 - The logistics model of the "Xiaomo Port - Yantian Port" route involves transporting empty containers from Yantian Port to Xiaomo Port for loading, which reduces costs by approximately 30% compared to road transport and mitigates the impact of weather and congestion [2] - In the first seven months, 11,599 new energy vehicles were exported through Yantian Port, marking a year-on-year increase of 75% [2] - The Dapeng Customs is implementing facilitation measures such as advance declaration and direct loading upon arrival to effectively reduce transportation costs and logistics time, supporting the accelerated export of the new energy vehicle industry [2]

司相关债券 2025 年跟踪评级报告 中鹏信评【2025】跟踪第【1063】号 01 信用评级报告声明 除因本次评级事项本评级机构与评级对象构成委托关系外，本评级机构及评级从业人员与评级对象不存 在任何足以影响评级行为独立、客观、公正的关联关系。 无锡市振华汽车部件股份有限公 本评级机构与评级从业人员已履行尽职调查义务，有充分理由保证所出具的评级报告遵循了真实、客观、 公正原则，但不对评级对象及其相关方提供或已正式对外公布信息的合法性、真实性、准确性和完整性 作任何保证。 本评级机构依据内部信用评级标准和工作程序对评级结果作出独立判断，不受任何组织或个人的影响。 本评级报告观点仅为本评级机构对评级对象信用状况的个体意见，不作为购买、出售、持有任何证券的 建议。本评级机构不对任何机构或个人因使用本评级报告及评级结果而导致的任何损失负责。 本次评级结果自本评级报告所注明日期起生效，有效期为被评证券的存续期。同时，本评级机构已对受 评对象的跟踪评级事项做出了明确安排，并有权在被评证券存续期间变更信用评级。本评级机构提醒报 告使用者应及时登陆本公司网站关注被评证券信用评级的变化情况。 本评级报告版权归本评级机构所有， ...

Core Insights - Songyuan Safety has secured a project contract worth 440 million yuan from a well-known domestic automobile manufacturer, marking a significant enhancement in the company's technical strength and market competitiveness [1][2] - The project involves supplying safety systems for multiple new vehicle models, which is expected to positively impact future performance growth [1][2] Company Performance - Songyuan Safety has experienced continuous revenue and net profit growth for five consecutive years, with a reported revenue of 536 million yuan in Q1 2025, representing a year-on-year increase of 45.34% [4] - The main revenue driver is the safety belt assembly, accounting for 64.16% of total revenue in 2024, while airbag and steering wheel products have also seen significant growth [4] Market Expansion - The company is actively expanding its market presence, having successfully established partnerships with several domestic electric vehicle manufacturers, including BYD, NIO, and Li Auto [1][2] - Songyuan Safety is also accelerating its international strategy, having received a project notification from a European automobile manufacturer, marking its first contract with a foreign client [3] Research and Development - The company has significantly increased its R&D investment, totaling 288 million yuan from 2020 to 2024, with a steady annual growth trend [5] - As of December 31, 2024, Songyuan Safety holds 113 valid patents, covering core technologies such as safety belt pre-tensioners and smart buckles [5]