来源：市场资讯 （来源：Apsoto汽车社区） 法国电缆制造商耐克森(Nexans)已就出售其德国子公司Autoelectric与印度Motherson集团展开独家谈判。 Autoelectric专注于汽车线束业务。这笔价值2.07亿欧元（约合2.27亿美元）的交易标志着耐克森向电气 化战略转型的最后一步。 此次收购是Motherson公司持续战略的一部分，旨在强化其在汽车连接系统的全球地位。而Autoelectric 在电动汽车复杂的布线方面的专长能够助力该公司在这个快速发展的领域实现这一目标。 耐克森在公司战略重点上的重新调整带来了显著的财务业绩提升。在7月下旬，其在2025年上半年的净 利润较上年同期增长了一倍多，达到了3.72亿欧元（约合4.08亿美元），主要得益于电气化基础设施项 目。 耐克森在2024年的总营收为71亿欧元（约合78亿美元），巩固了其在该行业全球第二大企业的地位，仅 次于意大利的普睿司曼（Prysmian Group）。集团旨在精简客户群体，重点聚焦于最具战略意义的领 域。 近年来，耐克森通过一系列资产剥离聚焦输配电业务。今年3月，集团宣布将工业电缆部门Lynxeo以 5.25亿欧 ...

（文章来源：证券日报） 证券日报网12月30日讯 ，德尔股份在接受投资者提问时表示，爱卓科技主营业务为汽车覆膜饰件、汽 车包覆饰件的研发、生产和销售。2024年，爱卓科技实现营收3.69亿元，同比增长68.95%；实现归母净 利润2358.65万元，同比增长65.42%。2025年上半年，爱卓科技业绩继续保持较好增长趋势，实现归母 净利润2646.73万元，超过去年全年水平。 ...

（文章来源：证券日报） 证券日报网讯 12月30日，富奥股份在互动平台回答投资者提问时表示，截至2025年12月19日公司股东 人数为28151户。 ...

证券日报网12月30日讯 ，德尔股份在接受调研者提问时表示，公司通过卡酷思已形成了国际化的产研 基地布局，海外产研基地分布在美国、墨西哥、德国、西班牙、比利时、波兰、奥地利和斯洛伐克等欧 美国家。公司通过国际化的产研基地布局，把供应链深度嵌入欧美市场，已形成"就地研发、就地生 产、就地供应"的闭环供应链体系。 （文章来源：证券日报） ...

Group 1 - The Shanghai Composite Index has achieved a 10-day winning streak, closing at 3965.12 points with a slight decline of 0.16 points on December 30 [3][4] - The A-share market saw a total trading volume exceeding 2 trillion yuan, with a total turnover of 2.16 trillion yuan, reflecting a slight increase from the previous trading day [3][4] - The automotive industry chain sector experienced a strong rally in the afternoon, with multiple stocks hitting the daily limit up, including companies like Shanzi Gaoke and Wanxiang Qianchao [5][6] Group 2 - In the Hong Kong market, the Hang Seng Index rose by 0.86% to close at 25854.6 points, with the Hang Seng Technology Index increasing by 1.74% [9] - The stock of Yujian surged by 13.45% after announcing plans for an A-share listing on the Shenzhen Stock Exchange, aiming to enhance its competitiveness and achieve long-term development goals [10] - Baidu Group-SW led the gains among Hang Seng Index constituents, rising by 8.9%, while other tech stocks like Huahong Semiconductor and Horizon Robotics also saw significant increases [9]

在此过程中，公司同步强化产业链垂直整合能力、生产制造能力及数字化信息管理能力，形成了"技术 底蕴深厚、产业链整合高效、成本管控精准"的核心竞争优势。基于业务技术成熟度、商业化落地进度 及对公司业绩的贡献权重，目前公司业务体系划分为稳增业务与成长业务两大板块。 近年来云意电气经营业绩稳步提升，2025年前三季度实现营业收入16.66亿元，同比增长7.05%；归母净 利润3.31亿元，同比增长7.8%。 12月30日晚间云意电气（300304）公告，为进一步完善公司海外业务布局，公司拟使用自有或自筹资金 6600万美元，在摩洛哥投资设立全资子公司（下称"全资子公司"）并建设生产基地，该全资子公司将作 为公司境外重要生产基地，充分依托当地资源与产业协同优势，深化跨国合作，持续提升公司综合竞争 实力和可持续发展能力，推动公司中长期战略目标落地。 公开资料显示，云意电气自成立以来始终深耕汽车电子核心领域，以软件控制算法为技术根基，持续拓 展核心技术边界，逐步构建起多元化的技术能力矩阵，包括大功率TVS设计与封装技术、芯片自主开发 能力、底层软件架构及算法研发能力、NVH算法优化能力、高分子材料研发创新能力及陶瓷高温共烧 ...

据天眼查APP显示，杭州雷迪克节能科技股份有限公司成立于2002年11月20日，注册资本13339.0572万 人民币。（数据宝） 12月30日雷迪克大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 133.00 | 5785.50 | 43.50 | -23.27 | 东吴证券股份有限公司浙江 | 浙商证券股份有限公司杭 | | | | | | 分公司 | 州江南大道证券营业部 | | 20.00 | 980.00 | 49.00 | -13.57 | 中国银河证券股份有限公司 | 浙商证券股份有限公司杭 | | | | | | 厦门湖滨东路证券营业部 | 州江南大道证券营业部 | 雷迪克12月30日大宗交易平台共发生2笔成交，合计成交量153.00万股，成交金额6765.50万元。以折溢 价进行统计，今日2笔大宗交易成交价相对收盘价均为折价交易。 （文章来源：证券时报网 ...

Group 1 - The core point of the article highlights a significant block trade involving Wantong Intelligent Control, with a transaction volume of 5 million shares and a transaction amount of 94.3 million yuan, executed at a price of 18.86 yuan, which represents a discount of 3.48% compared to the closing price of the day [2] - The closing price of Wantong Intelligent Control on the day of the transaction was 19.54 yuan, reflecting an increase of 1.66%, with a turnover rate of 1.97% and a total transaction amount of 88.46 million yuan [2] - Over the past five days, the stock has seen a cumulative increase of 4.05%, with a total net inflow of funds amounting to 10.35 million yuan [2] Group 2 - The buyer of the block trade was an institutional special account, while the seller was Guotai Junan Securities Co., Ltd., Hangzhou Fuchun Road Securities Business Department [2] - Wantong Intelligent Control Technology Co., Ltd. was established on December 25, 1993, with a registered capital of 2.31253546 billion yuan [2]

每经AI快讯，12月30日，星宇股份（601799）(601799.SH)公告称，公司拟申请首次公开发行境外上市 外资股(H股)并在香港联交所上市。本次发行并上市符合境内有关法律、法规和规范性文件的要求和条 件。董事会已审议通过相关议案，包括发行H股股票并在香港联交所上市的议案、发行H股股票并上市 方案的议案等。此外，公司还审议通过了关于公司申请转为境外募集股份有限公司的议案、关于公司发 行H股股票募集资金使用计划的议案等。该议案需提交公司2026年第一次临时股东会审议。 ...

Investment Rating - The report assigns a "Buy" investment rating for the company, marking its first coverage [3][7]. Core Insights - The company is a leading player in the automotive thermal management sector, showing steady growth in performance. It has been established for over 70 years and has maintained strong development momentum in both traditional and new energy sectors. Revenue is projected to grow from 2.665 billion yuan in 2020 to 4.723 billion yuan in 2024, with a CAGR of 15.38%. Correspondingly, net profit is expected to rise from 124 million yuan to 330 million yuan, with a CAGR of 27.61% [3][4]. - The penetration rate of new energy vehicles is increasing, with sales reaching 6.937 million units in the first half of 2025, a year-on-year growth of 40.3%. The company aims to upgrade to a provider of integrated thermal management modules and system solutions, leveraging its new production base in Thailand, which has a designed capacity of 1.5 million turbo shells and 1 million mechanical water pumps annually [4][5]. - The company is expanding its thermal management technology into various civilian sectors, including data center liquid cooling and robotics. It has established partnerships with over 40 leading companies in the industry, indicating a strong market presence and potential for growth in these new areas [5][6]. Financial Projections - The company forecasts net profits of 418 million yuan, 485 million yuan, and 565 million yuan for the years 2025, 2026, and 2027, respectively. The corresponding EPS is projected to be 0.73 yuan, 0.84 yuan, and 0.98 yuan, with current PE ratios of 43, 37, and 32 times [7][9]. - Revenue is expected to grow from 4.723 billion yuan in 2024 to 6.051 billion yuan in 2027, with growth rates of 15.3%, 3.4%, 10.6%, and 12.0% for the respective years [9][10]. - The company's return on equity (ROE) is projected to increase from 9.9% in 2024 to 13.4% in 2027, reflecting improved profitability [10].