每经头条（nbdtoutiao）——全国首批L3级"真自动驾驶"汽车要来了！高速能脱手、堵车能歇气，但权 责怎么分？专家解答 （记者 曾健辉） 每经AI快讯，斯菱股份（SZ 301550，收盘价：129.6元）9月17日晚间发布公告称，公司股东张一民、 何益民减持计划实施完毕，共减持公司股份约200万股，减持股份占公司总股份为1.254%。 2024年1至12月份，斯菱股份的营业收入构成为：汽车零部件制造占比98.79%，其他业务占比1.21%。 截至发稿，斯菱股份市值为207亿元。 ...

Group 1: Fiscal Revenue and Budget - In the first eight months of 2025, the national general public budget revenue reached 148198 billion yuan, showing a year-on-year growth of 0.3% [1] - Tax revenue amounted to 121085 billion yuan, with a slight increase of 0.02% year-on-year, while non-tax revenue was 27113 billion yuan, growing by 1.5% [1] - Central government budget revenue was 64268 billion yuan, reflecting a year-on-year decline of 1.7%, whereas local government budget revenue was 83930 billion yuan, increasing by 1.8% [1] Group 2: Smart Connected Vehicles - The Ministry of Industry and Information Technology is soliciting public opinions on mandatory national standards for smart connected vehicle combination driving assistance systems [2] - The proposed standards aim to establish a safety baseline for smart connected vehicle products, requiring systems to activate only under designed operating conditions [2] - The standards include comprehensive safety technical requirements covering human-machine interaction, functional safety, information security, and data recording, creating a "triple safety guarantee" [2] Group 3: Service Consumption Policies - The Ministry of Commerce plans to introduce a series of specialized documents to promote high-quality development in the accommodation industry and the integration of railways and tourism [3] - Over 30 policies have already been implemented to establish a "1+N" policy system for service consumption [3] Group 4: Financial Support for Consumption - The People's Bank of China is actively supporting qualified financial institutions to issue financial bonds and credit asset-backed securities to enhance consumer credit supply capacity [4] - From January to July this year, automotive financial companies issued financial bonds totaling 215 billion yuan and credit asset-backed securities amounting to 484 billion yuan [4] Group 5: Corporate News - Shanghai Construction Group reported that its gold business revenue constitutes a low proportion of total operating income [6] - NIO received an investment of 1.16 billion USD [6] - New materials company plans to reduce its stake by no more than 2% [6] - Huazhu Group intends to invest up to 10 billion yuan in financial products [6] - Several companies, including Maimai Bio and Xinyuan Technology, are involved in significant partnerships and developments [6]

证券日报网讯 9月17日晚间，华培动力发布公告称，公司拟使用自有资金或自筹资金回购公司部分社会 公众股股份，用于公司股权激励及/或员工持股计划。回购股份的方式拟通过上海证券交易系统以集中 竞价交易的方式进行股份回购；回购股份金额不低于人民币1，000万元（含），不高于人民币2，000万 元（含）；回购股份价格不超过人民币27.42元/股（含），该价格不高于公司董事会通过回购股份决议 前30个交易日公司股票交易均价的150%。 （文章来源：证券日报） ...

从最新一期股东户数下降幅度看，降幅较大的有北方长龙、湖北广电、先锋电子等，最新股东户数分别 下降16.91%、10.31%、10%。 从机构动向看，股东户数连降股中，近一个月获机构调研的有14只，机构调研次数较为频繁的有东港股 份、腾亚精工、桂林三金等，其间分别获机构调研4次、3次、2次；从机构调研家数看，机构较为扎堆 的是中航光电、桂林三金、民爆光电，分别有72家、21家、16家机构参与调研。 | 代码 | 简称 | 最新 (9月10日) | 较上期增减 | 连续下降 | | --- | --- | --- | --- | --- | | | | 股东户数 | (%) | 期散 | | 301357 | 北方长龙 | 27361 | -16.91 | 3 | | 000665 | 湖北广电 | 72961 | -10.31 | 3 | | 002767 | 先锋电子 | 17654 | -10.00 | 3 | | 301288 | *ST清研 | 3900 | -8.39 | 6 | | 002039 | 黔源电力 | 16112 | -8.13 | 3 | | 301362 | 民爆光电 | 7846 ...

（编辑 任世碧） 证券日报网讯 9月17日晚间，科博达发布公告称，公司股票于2025年9月15日、2025年9月16日、2025年 9月17日连续3个交易日内日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动。经公司自查， 公司目前正在筹划向不特定对象发行可转换公司债券（简称"可转债"）事项，该事项尚处于前期筹划阶 段，存在重大不确定性。除此之外，公司不存在其他应披露未披露的重大事项。目前公司生产经营活动 一切正常。后续公司将根据相关规定，对可转债事项进展情况持续进行披露。公司日常经营情况及外部 经营环境均未发生重大变化。敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 ...

（编辑 任世碧） 证券日报网讯 9月17日晚间，均胜电子发布公告称，公司股票连续3个交易日内日收盘价格涨幅偏离值 累计达到20%。公司股票自2025年9月15日以来累计涨幅约为30.37%，同期上证指数累计涨幅约为 0.15%，Wind汽车零部件指数累计涨幅约为7.78%。媒体报道及热点概念情况：公司关注到近期市场对 于机器人相关概念的关注度较高，经自查，目前公司机器人相关零部件业务尚处于前期起步阶段，营业 收入占比不到0.1%，不会对公司当期业绩产生重大影响。经公司自查，并书面问询公司控股股东、实 际控制人，截至本公告披露日，除在公司指定信息披露媒体及上海证券交易所网站披露的相关信息外， 不存在应披露而未披露的重大信息。鉴于公司股票价格短期涨幅较大，可能存在非理性炒作风险，敬请 广大投资者关注二级市场交易风险，理性决策，审慎投资。 ...

Group 1 - The company announced a cash dividend distribution plan for the first half of 2025, proposing a payout of 0.50 RMB per 10 shares (including tax) [2] - The record date for the dividend distribution is set for September 23, 2025, while the ex-dividend date is September 24, 2025 [2]

（文章来源：证券日报） 证券日报网讯 9月17日晚间，豪恩汽电发布公告称，公司股票交易价格连续三个交易日（2025年9月15 日、2025年9月16日、2025年9月17日）收盘价格涨幅累计偏离33.62%，属于股票交易异常波动的情 况。经公司自查，公司目前生产经营正常，生产经营情况未发生重大变化。 ...

9月17日，拓普集团股价延续上涨态势，盘中一度触及81.66元，创历史新高。截至收盘，股价涨幅收窄 至2.36%，报收79.00元/股，仍站稳历史高位。 拓普集团本轮股价大涨，或与机器人概念受到市场关注有关。近期，马斯克公开表示，特斯拉未来"约 80%的长期价值"将来自人形机器人Optimus。这一表态点燃了市场对机器人产业链的热情，也带动A股 相关概念股走强。 而天风证券在一份研报中指出，拓普集团是特斯拉人形机器人执行器的核心供应商。据集邦咨询统计， 执行器是人形机器人中成本最高的组成部分，约占整体成本的55%。 随着公司股价持续攀升，实控人邬建树的持股市值也大幅增长。以半年报披露的持股数据计算，邬建树 持股市值目前已达810.41亿元，较年初的497.22亿元显著增加。 与此同时，邬建树及其一致行动人开启了上市十年来的首次减持。根据公司公告，在8月29日至9月10日 期间，他们通过集中竞价交易方式合计减持公司股份1343万股，占总股本的0.77%。以区间均价65.80 元/股计算，此次减持合计套现约8.84亿元。 "分羹"特斯拉人形机器人红利 近日，拓普集团股价持续走强。截至9月17日收盘，该公司股价报收 ...

Macro Dynamics - The Chinese Foreign Ministry commented on the recent postponement or cancellation of concerts by Korean artists in China, indicating that China does not oppose healthy cultural exchanges between China and South Korea [2] Industry Developments - The Ministry of Commerce announced the establishment of five industry standardization technical committees, including those for automotive circulation and pharmaceutical circulation [3] Financial Data - The Ministry of Finance reported that from January to August 2025, the securities transaction stamp duty reached 118.7 billion yuan, a year-on-year increase of 81.7% [4] - The retail sales of passenger cars in China from September 1 to 14 totaled 732,000 units, a year-on-year decrease of 4%, while the cumulative retail sales for the year reached 15.497 million units, a year-on-year increase of 9% [5][6] Market Performance - On September 17, the A-share market saw all three major indices rise, with the Shanghai Composite Index up 0.37% and the ChiNext Index up 1.95%. The total trading volume was approximately 23,767.46 billion yuan [9] - The financing balance of the two markets increased by 22.54 billion yuan, with the Shanghai Stock Exchange reporting a balance of 1,205.86 billion yuan and the Shenzhen Stock Exchange reporting 1,162.11 billion yuan [10] Company News - Xinhua Insurance reported a cumulative original insurance premium income of 158.086 billion yuan from January to August 2025, representing a year-on-year increase of 21% [8] - Tempus Co., Ltd. announced that its stock will resume trading on September 18, 2025, after a significant price increase, but noted uncertainties regarding control changes and potential risks of a rapid decline in stock price [13] - Peak's chairman denied reports of a company-wide salary reduction, stating that the overall reduction was less than 10% and not applicable to all employees [14] - Mindray Medical responded to rumors of a potential secondary listing in Hong Kong, confirming that it would rely on official announcements for information [15]