本次调整建设投资规模并结项的募投项目为"年产5万吨新能源汽车用低碳铝型材及制品技改项目"。该项目原计划投资20,018.68万元，截至目前已累计投入 6,583.97万元，产生利息收入5.75万元，节余募集资金13,440.47万元。 项目主要投向新能源汽车车用铝合金零部件产线建设。然而，受当前主流车企的市场策略与技术迭代节奏影响，市场上主力车型仍主要采用高性价比钢制结 构，部分新上市车型虽开始采用铝制轻量化方案，但尚处市场培育期，短期内难以形成规模效应。基于对市场状况及未来行业发展趋势的判断，公司决定调 整项目投资规模并结项，以降低投资风险，维护公司及股东利益。 为更合理地使用募集资金，提高资金使用效率，公司计划将结项后的节余募集资金13,440.47万元永久补充流动资金，用于公司日常经营业务所需，并注销相 关募集资金专户。目前，公司暂时补充流动资金的募集资金13,350万元尚未到期归还，将在归还后根据股东大会决议实施永久补流事项。 9月12日，浙江今飞凯达轮毂股份有限公司（以下简称"今飞凯达"）宣布，公司审议通过了《关于部分募投项目调整建设投资规模后结项并将节余募集资金 永久补充流动资金的议案》。此举旨在 ...

记者丨黎雨桐 编辑丨曾静娇 据中国汽车工业协会消息，为了推动汽车行业落实《保障中小企业款项支付条例》，支持重点 车企高质量践行供应商账期承诺，在充分协商的基础上，对整车企业与供应商企业采购合同中 账款支付相关内容作出规范倡议。 该倡议内容主要包括订单确认、交付与验收、支付与结算、合同期限等关键环节。在支付与结 算方面，倡议提出，甲方支付账期自乙方交货并通过甲方验收合格之日起计算，最长不超过60 个自然日（如支付当日遇法定节假日顺延）。若乙方为连续性供货（月度供货次数2次以上） 的非中小企业，经双方协商，可在一定时间内集中对账，账期自双方对账日起算；甲方应至少 每月进行一次集中对账，核定自上一对账日以来验收合格货物的数量及对应账款。 如双方供货单价暂未达成一致，甲方应按照与乙方最近一次供货合同单价或开发定点单价计算 金额的一定比例先行支付，原则上该比例应不低于80%的供货合同单价或50%的开发定点单价 计算金额。双方协商确定价格后，按照确定后的供货单价多退少补。 倡议还提出，倡导甲乙双方建立长期稳定的合作关系，每次签订合同的有效期不少于一年。 工业和信息化部作出回应 据新华社报道，如何看待相关举措？后续将如何引 ...

9月15日，科博达涨5.27%，截至发稿，报64.52元/股，成交1.88亿元，换手率0.74%，总市值260.57亿 元。 资料显示，科博达技术股份有限公司位于中国(上海)自由贸易试验区祖冲之路2388号1-2幢，成立日期 2003年9月12日，上市日期2019年10月15日，公司主营业务涉及汽车电子相关产品的研发、生产和销 售。主营业务收入构成为：汽车零部件96.77%，其他3.23%。 从基金十大重仓股角度 数据显示，华富基金旗下1只基金重仓科博达。华富时代锐选混合A（016119）二季度持有股数4.81万 股，占基金净值比例为3.93%，位居第七大重仓股。根据测算，今日浮盈赚取约15.54万元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 华富时代锐选混合A（016119）成立日期2022年12月1日，最新规模5854.49万。今年以来收益25.32%， 同类排名3381/8246；近一年收益66.86%，同类排名1740/8054；成立以 ...

中证汽车零部件主题指数从沪深市场中选取100只业务涉及汽车系统部件、汽车内饰与外饰、汽车电子、轮胎等领域的上市公司 证券作为指数样本，反映汽车零部件主题上市公司证券的整体表现。 每经记者：叶峰 每经编辑：肖芮冬 汽车零部件概念股走强，拓普集团涨超9%，德赛西威涨超7%，三花智控、伯特利涨超4%。 受盘面影响，跟踪中证汽车零部件主题指数的ETF涨超2%。 | 代码 | 名称 | 现价 | 涨跌 | | | --- | --- | --- | --- | --- | | 159565 | 汽车零部件ETF | 1.534 | 0.037 | 2.47% | | 159306 | 汽车零件ETF | 1.375 | 0.031 | 2.31% | | 562700 | 汽车零部件ETF | 1.417 | 0.031 | 2.24% | 有券商表示，人形机器人与智能汽车在软硬件领域具备较多的共通点，车企纷纷加入机器人赛道，汽车零部件公司也在加大机器 人布局。人形机器人核心零部件丝杠、电机、减速器、传感器、骨架等产品在车端广泛应用，人形机器人成为汽车零部件的"第 二曲线"，短期"第二曲线"或催化产业链估值的提升，人形 ...

消息面上，特斯拉创始人马斯克在All-In峰会上谈及擎天柱（Optimus）机器人的最新情况。称目前正在 设计的第三版Optimus将解决手部灵活性、拥有AI大脑，并且有望实现量产，这三个优势是其他所有同 行都达不到的。中泰证券此前指，三花智控为深耕40余年的冷配和热管理龙头，同源技术延伸应用于制 冷+汽零+机器人3大领域。人形机器人千亿元级蓝海市场放量在即，公司与行业领头羊特斯拉长期合 作，有望跟随成长、快速放量。 智通财经APP获悉，三花智控(02050)涨超5%，截至发稿，涨5.42%，报33.86港元，成交额2.49亿港元。 摩根大通近日研报指出，首予三花智控"增持"评级，12个月目标价为41港元，较当前水平暗示约30%的 潜在上涨空间。该行表示，其核心假设是，三花智控扩展其人形机器人业务并维持在制冷和电动车热管 理领域的领导地位，将推动2026至2027财年每股盈利年均复合成长率达15%，并支持该股进一步的估值 重估。 ...

【导读】锂电板块开盘走强，汽车零部件板块多股涨停 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 9 月 15 日开盘， A 股三大指数集体高开，随后走势分化，创业板指一度涨超 2% 。截至发 稿，沪指跌 0.02% ，深成指涨 0.95% ，创业板指涨 2.08% 。 从板块上来看，锂电板块开盘走强，智能驾驶概念股表现活跃，汽车及汽车零部件、航运、 创新药等板块涨幅居前；互联网、云计算、钢铁等板块震荡调整。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 高送转 | 水产 | 动力电池 | 汽车配件 | 航运 | 电工电网 | 汽车零部件 | 汽车 | 农业 | 海返 | | 2.95% | 2.59% | 2.50% | 2.40% | 2.19% | 3.03% | 2.06% | 1.54% | 1.44% | 1.24% | | 锂电正极 | 锂电负极 | 新能源汽车 | PEEK材料 | CRO | 精细化工 | 食品 | ...

Company Overview - Zhejiang Zhaofeng Electromechanical Co., Ltd. is located in Xiaoshan Economic and Technological Development Zone, Hangzhou, Zhejiang Province, established on November 28, 2002, and listed on September 8, 2017. The company's main business involves the research, production, and sales of automotive wheel hub bearing units, with revenue composition as follows: wheel hub bearing units 95.64%, separation bearings 2.87%, materials and leasing 1.11%, and other components 0.38% [1]. Stock Performance - As of September 15, Zhaofeng's stock price decreased by 2.10%, trading at 100.01 CNY per share, with a total market capitalization of 10.227 billion CNY. The stock has increased by 224.77% year-to-date, with a 0.26% increase over the last five trading days, a 9.80% decrease over the last 20 days, and a 56.76% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on June 24, where it recorded a net purchase of 61.2358 million CNY [1]. Financial Performance - For the first half of 2025, Zhaofeng achieved operating revenue of 344 million CNY, representing a year-on-year growth of 5.88%. The net profit attributable to the parent company was 71.0721 million CNY, reflecting a year-on-year increase of 7.18% [2]. - The company has distributed a total of 444 million CNY in dividends since its A-share listing, with 64.0239 million CNY distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Zhaofeng had 11,200 shareholders, an increase of 22.12% from the previous period, with an average of 9,136 circulating shares per shareholder, up by 18.06% [2]. - Among the top ten circulating shareholders, Yongying Advanced Manufacturing Smart Selection Mixed Fund (018124) is the fourth largest with 3.0772 million shares, and Penghua New Energy Vehicle Mixed Fund (016067) is the ninth largest with 451,700 shares, both being new shareholders [3].

9月15日，飞龙股份盘中下跌2.04%，截至10:01，报25.51元/股，成交2.84亿元，换手率2.03%，总市值 146.63亿元。 资金流向方面，主力资金净流出3010.86万元，特大单买入674.34万元，占比2.37%，卖出1479.50万元， 占比5.20%；大单买入4750.01万元，占比16.71%，卖出6955.71万元，占比24.46%。 飞龙股份今年以来股价涨126.15%，近5个交易日涨4.46%，近20日跌21.70%，近60日涨81.70%。 今年以来飞龙股份已经5次登上龙虎榜，最近一次登上龙虎榜为8月21日，当日龙虎榜净买入-5988.28万 元；买入总计1.68亿元 ，占总成交额比6.49%；卖出总计2.28亿元 ，占总成交额比8.81%。 资料显示，飞龙汽车部件股份有限公司位于河南省西峡县工业大道，成立日期2001年1月9日，上市日期 2011年1月11日，公司主营业务涉及汽车零部件及其机械产品的研发、制造、销售。主营业务收入构成 为：汽车发动机热管理节能减排部件48.69%，汽车发动机热管理重要部件38.78%，汽车新能源热管理 部件8.57%，液冷领域热管理部件1.90 ...

Core Viewpoint - The China Automobile Industry Association has released an initiative to standardize payment practices between vehicle manufacturers and suppliers, aiming to enhance cooperation and promote high-quality development in the automotive industry [1][2]. Group 1: Initiative Details - The initiative emphasizes compliance with the "Regulations on Payment to Small and Medium-sized Enterprises," ensuring that large enterprises do not exploit their advantageous positions to harm suppliers' interests [1]. - Key aspects of the initiative include confirming order dates, timely delivery, and acceptance of goods, with manufacturers required to complete acceptance within three working days [1]. - Payment terms are set to a maximum of 60 calendar days from the date of delivery and acceptance, with provisions for concentrated reconciliation for continuous suppliers [1]. Group 2: Long-term Cooperation - The initiative advocates for establishing long-term and stable cooperative relationships, with contracts having a minimum validity period of one year [2]. Group 3: Market Impact - The automotive parts ETF closely tracks the CSI Automotive Parts Theme Index, benefiting from improved industry payment terms and cash flow, with an intraday increase of over 1.5% [3]. - The CSI Automotive Parts Theme Index includes 100 listed companies involved in various automotive components, reflecting the overall performance of the sector [3]. - As of August 29, 2025, the top ten weighted stocks in the index account for 41.54% of the total, including companies like Huichuan Technology and Fuyao Glass [3].

Company Overview - Wanliyang Co., Ltd. is located in Jinhua, Zhejiang Province, established on October 22, 2003, and listed on June 18, 2010. The company specializes in the research, production, and sales of automotive transmissions and other automotive components [1][2]. - The main business revenue composition includes automotive transmissions and parts (89.64%), other (5.33%), energy storage and electricity trading (4.53%), and financing leasing (0.50%) [1]. Financial Performance - For the first half of 2025, Wanliyang achieved operating revenue of 2.812 billion yuan, a year-on-year increase of 2.69%, and a net profit attributable to shareholders of 277 million yuan, a year-on-year increase of 50.24% [2]. - As of June 30, 2025, the number of shareholders was 39,300, a decrease of 8.48% from the previous period, while the average circulating shares per person increased by 9.26% to 33,356 shares [2]. Stock Market Activity - On September 15, Wanliyang's stock price increased by 2.09%, reaching 8.79 yuan per share, with a trading volume of 94.8636 million yuan and a turnover rate of 0.83%. The total market capitalization is 11.538 billion yuan [1]. - Year-to-date, Wanliyang's stock price has risen by 44.10%, with a 2.21% increase over the last five trading days, a 3.05% increase over the last 20 days, and a 29.26% increase over the last 60 days [1]. Shareholder Information - Since its A-share listing, Wanliyang has distributed a total of 2.079 billion yuan in dividends, with 525 million yuan distributed over the past three years [3]. - As of June 30, 2025, Hong Kong Central Clearing Limited is the eighth-largest circulating shareholder, holding 18.954 million shares, an increase of 1.2633 million shares from the previous period [3].