南方财经9月18日电，拓普集团（601689.SH）公告称，其募投项目年产330万套轻量化底盘系统建设项 目因市场环境变化及实施节奏调整，拟将部分募集资金用途变更，并将项目达到预定可使用状态的时间 由2025年10月延长至2026年12月。截至2025年6月30日，该项目已投入募集资金129,870.57万元，占计划 总投资额的73.47%，剩余募集资金46,892.70万元中的30,000.00万元将用于投向智能制造产业园项目。 同时，安徽寿县年产30万套轻量化底盘系统项目和年产50万套汽车内饰功能件项目剩余募集资金中 10,000.00万元也将变更投向同一新项目，合计变更金额为40,000.00万元。 此次变更主因系公司需优先保障ASU（空气供给单元）和智能门驱系统的产能建设，以满足赛力斯、小 米、理想、AITO问界等客户快速增长的配套需求。同时，受地缘政治因素影响，公司对海外建厂节奏 采取审慎策略，加之2025年5月完成对芜湖长鹏汽车零部件有限公司的收购，增强了安徽区域产能，故 对原项目投入节奏进行调控。本次调整不涉及原项目终止，公司将继续以自有资金结合剩余募集资金稳 步推进原项目建设。 ...

9月18日，南方精工（维权）盘中上涨2.06%，截至10:03，报33.77元/股，成交4.27亿元，换手率 5.14%，总市值117.52亿元。 资金流向方面，主力资金净流出1971.51万元，特大单买入1540.27万元，占比3.61%，卖出2549.37万 元，占比5.97%；大单买入6157.48万元，占比14.42%，卖出7119.89万元，占比16.67%。 今年以来南方精工已经28次登上龙虎榜，最近一次登上龙虎榜为8月28日，当日龙虎榜净买入-5900.40 万元；买入总计3.89亿元 ，占总成交额比11.96%；卖出总计4.48亿元 ，占总成交额比13.78%。 资料显示，江苏南方精工股份有限公司位于江苏省常州市武进高新技术开发区龙翔路9号，成立日期 1998年5月8日，上市日期2011年2月25日，公司主营业务涉及主要从事滚针轴承、超越离合器、单向滑 轮总成等的研发、制造和销售,产品主要用于汽车行业、摩托车行业、电动工具以及其他工业领域。主 营业务收入构成为：精密轴承58.34%，单向离合器20.96%，单向滑轮总成14.78%，集成电路设计及软 硬件4.54%，其他(补充)0.80%，其他 ...

南方财经9月18日电，西上海(605151.SH)公告，公司第二大股东上海汇嘉创业投资有限公司于2025年9 月9日至9月17日期间，通过集中竞价交易方式累计减持公司股份134.55万股，占公司总股本的1%，金 额约2738万元。此次减持完成后，汇嘉创投持股数量降至1446.81万股。 2025年上半年，公司实现营业收入8.30亿元，同比增长30.10%。营收增长主要源于2024年4月合并武汉 元丰及2025年1月合并余姚高歌汽车配件有限公司后合并范围变化，以及公司汽车饰件业务收入同比增 加。然而，报告期内归属于上市公司股东的净利润为-709.37万元，同比大幅下滑116.08%。净利润下滑 主要受多重因素影响：汽车行业"价格战"持续，成本压力向产业链上游传导，压缩了盈利空间；公司持 有的交易性金融资产公允价值变动收益减少，以及计提的私募基金公允价值变动损失达721万元。 ...

Group 1 - Tianpu Co., Ltd. resumed trading on September 18, achieving a 12-day consecutive limit-up, with a cumulative increase of over 200% [1] - The company announced that its stock had been suspended from trading due to significant deviations in short-term price increases compared to the Shanghai Composite Index and the automotive parts industry index [2][3] - Tianpu Co., Ltd. issued a warning to investors about the potential risk of a price drop following the substantial short-term increase [2] Group 2 - In response to market rumors regarding the asset injection by the acquirer Zhonghao Xinying, the company clarified that there are no plans for asset injection related to this acquisition [3] - The company conducted an internal review and found that four insiders had engaged in stock trading during the period from February 14 to August 14, but these transactions did not constitute insider trading [3] - For the first half of 2025, the company reported a revenue of 151 million yuan, a year-on-year decrease of 3.44%, and a net profit attributable to shareholders of 11.298 million yuan, down 16.08% year-on-year [3]

Group 1 - The core viewpoint of the news is that Chuanhuan Technology has shown significant stock performance and financial growth, with a notable increase in share price and trading volume [1][2]. - As of September 18, Chuanhuan Technology's stock price increased by 2.02% to 45.38 CNY per share, with a total market capitalization of 9.843 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 66.45%, with a recent 5-day increase of 1.34% and a 20-day decrease of 7.67% [1]. Group 2 - Chuanhuan Technology's main business involves the research, design, manufacturing, and sales of rubber and plastic hoses for automobiles and motorcycles, with revenue composition including cooling system hoses (55.71%), fuel system hoses (28.98%), and others [1][2]. - For the first half of 2025, the company reported a revenue of 688 million CNY, representing a year-on-year growth of 7.65%, and a net profit of 98.6301 million CNY, with a slight increase of 0.27% [2]. - The company has distributed a total of 610 million CNY in dividends since its A-share listing, with 210 million CNY distributed in the last three years [2].

Market Overview - On September 17, the market showed a strong upward trend, with the Shanghai Composite Index rising by 0.37%, the Shenzhen Component Index by 1.16%, and the ChiNext Index by 1.95%[2] - The total trading volume reached 2.4 trillion, a slight increase of approximately 30 billion compared to the previous trading day[1] Sector Performance - More than half of the sectors experienced gains, with notable increases in power equipment, automotive, home appliances, coal, and machinery[1] - The main sectors attracting capital include computing power, semiconductors, robotics, and new energy, indicating a high level of market activity[1] Capital Flow - On September 17, net inflows into the Shanghai Stock Exchange amounted to 27.539 billion, while the Shenzhen Stock Exchange saw net inflows of 24.762 billion[3] - The top three sectors for capital inflow were automotive parts, batteries, and power grid equipment, while the sectors with the highest outflows were components, chemical pharmaceuticals, and liquor[3] Policy and Regulatory Developments - The State-owned Assets Supervision and Administration Commission announced plans to promote strategic restructuring of state-owned enterprises to enhance core competitiveness and operational efficiency[4] - Hong Kong's Chief Executive proposed exploring a reduction in the stock settlement cycle to T+1 to attract more overseas companies for secondary listings[5] Industry Dynamics - The Ministry of Industry and Information Technology is focusing on 116 key directions for product and process innovation, including high-performance integrated electric joint modules and precision transmission technologies[7][8] - The 2025 World Energy Storage Conference reported a total planned investment of 24.58 billion in 18 signed projects, covering new batteries, storage systems, and zero-carbon parks[9] Fundraising Activity - In September, 122 new funds were launched, representing a 45.24% increase compared to August, with a notable improvement in fundraising efficiency[11][12] - Foreign institutions have conducted nearly 1,800 research visits to A-share companies since the second half of the year, indicating sustained interest in Chinese assets[13]

汽车零件ETF紧密跟踪中证汽车零部件主题指数，机器人含量高，开盘涨超1.0%冲击4连涨。 近期机器人催化密集。9月15日，外网GlobeNewswire发布了2篇关于Bright Green Corporation和 PharmAGRI Capital Partners合并的新闻，里面提到了董事长Stockwell的采访，提到了公司为了让美国制 造业回流本土，公司已经与特斯拉签订了一个采购意向书（has executed a Letter of Intent with Tesla）， 采购10000台机器人。 数据显示，截至2025年8月29日，中证汽车零部件主题指数(931230)前十大权重股分别为汇川技术 (300124)、福耀玻璃(600660)、三花智控(002050)、拓普集团(601689)、赛轮轮胎(601058)、德赛西威 (002920)、银轮股份(002126)、华域汽车(600741)、中科创达(300496)、万丰奥威（维权）(002085)，前 十大权重股合计占比41.54%。 受相关催化带动机器人概念继续领涨。 汽车零件ETF(159306)，场外联接(平安中证汽车零部件主题ETF ...

Group 1 - Tianpu Co., Ltd. (605255) has resumed trading and reached a new historical high of 83.6 yuan per share, marking 12 consecutive trading days of price increases [1] - The company announced that its stock had experienced significant short-term price increases compared to the Shanghai Composite Index and the automotive parts industry index, prompting an internal review to protect investor interests [1] - Market rumors suggested that Zhonghao Xinying (Hangzhou) Technology Co., Ltd. would inject assets into Tianpu Co., Ltd., but the company clarified that there are no plans for asset injection or significant business adjustments in the next 12 months [1] Group 2 - The acquiring party aims to issue a comprehensive offer without terminating Tianpu Co., Ltd.'s listing status, but if public shareholders hold less than 25% of the total share capital upon completion, the company may face delisting risks [2] - The share transfer requires compliance confirmation from the Shanghai Stock Exchange and registration with the China Securities Depository and Clearing Corporation, with uncertainties regarding the approval process and timeline [2]

Group 1 - Cambricon's stock price opened 4% higher, surpassing 1500 yuan, again exceeding Kweichow Moutai [1] - Tianpu Co. resumed trading with a limit-up of 10%, achieving a transaction volume exceeding 24.2 million yuan [3][4] - The central bank conducted a 487 billion yuan 7-day reverse repurchase operation, maintaining the operation rate at 1.40% [5] Group 2 - The A-share market opened lower, with the Shanghai Composite Index at 3876.06 points, down 0.01%, and the Shenzhen Component Index at 13161.15 points, down 0.41% [2][3] - The Hang Seng Index fell by 0.17%, while Baidu Group opened 3% higher [6] - The RMB/USD central parity rate depreciated by 72 basis points, reported at 7.1085 [7]

2025.09. 18 本文字数：617，阅读时长大约1分钟 作者 | 一财阿驴 09:26 A股开盘｜三大股指集体低开 贵金属板块领跌 三大股指集体低开，沪指开盘报3876.06点，跌0.01%，深成指开盘报13161.15点，跌0.41%，创 业板指开盘报3119.77点，跌0.88%。贵金属板块领跌，油气、通信设备、BC电池板块跌幅居前； 纺织制造、重组蛋白、汽车零部件等板块走高。 | | | A股重要指数 | | | --- | --- | --- | --- | | 名称 | 最新 | 涨跌 | 涨幅 | | 上证指数 | 3876.06 | -0.28 | -0.01% | | 深证成指 | 13161.15 | -54.31 | -0.41% | | 北证50 | 1604.96 | -2.48 | -0.15% | | 创业板指 | 3119.77 | -27.58 | -0.88% | 09:25 天普股份复牌一字涨停 PS：家人们！ 睁大你们的双眼，握紧你们的手机！ 没错，你们催了八百遍的「实体周边」 天普股份复牌一字涨停，涨幅10.0%，成交额超2420万元。 | 12线 除权 容 资 ...