汽车零部件

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勿因外部胁迫损害双边贸易
Sou Hu Cai Jing· 2025-09-11 22:39
中墨经贸合作成果丰硕,既源于双方对彼此经济互补性的深刻认知,也得益于两国在推进贸易自由化、 经济全球化进程中的高度共识。中国始终倡导自由贸易和经济全球化,坚决反对单边主义和保护主义。 墨西哥长期以来同样是自由贸易的推动者和受益者。 事实证明,墨西哥的发展离不开稳定开放的外部环境。维护中墨贸易关系,符合墨西哥的根本利益。在 当前国际局势复杂多变、个别国家屡屡破坏全球贸易秩序的情况下,中墨之间稳定的贸易关系尤为可 贵,对墨西哥经济社会发展意义重大。 墨西哥国内近期出现一些关于加征关税的非理性声音,与个别国家的胁迫和压力密切相关。一些国家不 仅滥用关税和制裁工具,扭曲市场规则、扰乱全球供应链,还不断向他国施压,要求其对华采取限制措 施。对此,墨西哥应当看清,一个国家的贸易信誉和政策自主性,是其开展对外合作的重要基础。倘若 屈服于外部胁迫,放弃政策自主性,将失信于国际社会,丧失投资与贸易信誉,造成的长期损失会远远 超过所谓的"政治收益"。 日前外媒报道称,墨政府考虑对与墨西哥未签署贸易协议国家的进口商品加征关税,其中包括中国。关 税问题不仅关系到双边经贸往来,更关乎国际贸易秩序与全球经济稳定。对此,包括墨西哥在内的世 ...
A股申购 | 铝合金汽车零部件制造商友升股份(603418.SH)开启申购 产品覆盖特斯拉Model Y等系列
智通财经网· 2025-09-11 22:38
财务方面,于2022年度、2023年度、2024年度,公司实现营业收入分别约为23.5亿元、29.05亿元、39.5亿元,同期实现净 利润分别约为2.33亿元、3.21亿元、4.05亿元人民币。 智通财经APP获悉,9月12日,友升股份(603418.SH)开启申购,发行价格为46.36元/股,申购上限为1.5万股,市盈率22.31 倍,属于上交所,国泰海通证券为其保荐人。 招股书披露,友升股份是集设计、开发、生产、销售、服务于一体的专业铝合金汽车零部件制造商,公司始终专注于轻量 化汽车零部件领域,致力于推动新能源汽车的续航升级和燃油车的节能减排。 友升股份是国内重要的新能源汽车铝合金零部件供应商,与全球领先的主要新能源汽车整车厂商特斯拉、广汽集团、蔚来 汽车、北汽新能源、吉利集团、小鹏汽车、赛力斯等建立了稳定的合作关系,公司主要产品已覆盖行业内主流的新能源车 型如特斯拉Model 3、Model Y、广汽埃安系列、蔚来 ES/EC/ET 系列、北汽新能源极狐阿尔法系列、极氪 001/009 系列、问 界 M5/M7/M9 系列等。在燃油车业务领域,公司主要客户包括凌云工业、富奥股份、华域汽车等知名一级汽车零 ...
上海日玥鑫汽车配件有限公司成立 注册资本10万人民币
Sou Hu Cai Jing· 2025-09-11 21:15
天眼查App显示,近日,上海日玥鑫汽车配件有限公司成立,法定代表人为焦海燕,注册资本10万人民 币,经营范围为许可项目:建设工程施工。(依法须经批准的项目,经相关部门批准后方可开展经营活 动,具体经营项目以相关部门批准文件或许可证件为准)一般项目:汽车零配件零售;汽车零配件批 发;技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广;机械设备销售;电子元器件与 机电组件设备销售;润滑油销售;五金产品零售;五金产品批发;日用百货销售;体育用品及器材批 发;体育用品及器材零售;办公用品销售;日用品批发;日用品销售;文具用品批发;文具用品零售; 建筑材料销售;轻质建筑材料销售;金属制品销售;国内贸易代理;广告设计、代理;广告制作;数字 广告发布;广告发布;信息咨询服务(不含许可类信息咨询服务);信息技术咨询服务;计算机软硬件 及辅助设备批发;计算机软硬件及辅助设备零售;计算机系统服务;企业管理;企业管理咨询;劳务服 务(不含劳务派遣)。(除依法须经批准的项目外,凭营业执照依法自主开展经营活动)。 ...
股市必读:奥特佳(002239)9月11日董秘有最新回复
Sou Hu Cai Jing· 2025-09-11 17:55
Group 1 - The company, Aotega (002239), has set a strategic goal to rank among the top 40 in the global automotive parts industry by 2027 and aims for the second position in the global automotive air conditioning compressor market by 2030 [2] - The company has a long-term vision focused on technological iteration capabilities, which is crucial for achieving its strategic goals [2] - The company has been actively pursuing international cooperation opportunities, including discussions with major international firms like Tesla and General Motors to enhance its automotive component business [3] Group 2 - On September 11, 2025, Aotega's stock closed at 3.36 yuan, reflecting a 0.9% increase, with a turnover rate of 8.27% and a trading volume of 2.6834 million shares, amounting to a transaction value of 889 million yuan [1] - On the same day, the net inflow of main funds into the stock was 19.2196 million yuan, indicating a positive engagement from major investors [4] - Retail investors showed a net outflow of 29.2537 million yuan, while speculative funds had a net inflow of 10.0341 million yuan [4]
IPO雷达|弥富科技回复问询,申报前夕“狂拉”3机构股东,关联方销售金额增幅较大
Sou Hu Cai Jing· 2025-09-11 16:45
深圳商报·读创客户端记者 梁佳彤 9月11日,据北交所官网,弥富科技(浙江)股份有限公司(下称"弥富科技")发布首轮问询回复,关联方销售金额增幅较大、与阿雷蒙发生专利权纠纷等 情况被监管层聚焦。 | 代码 | 874649 | | --- | --- | | 公司全称 | 弥富科技(浙江) 股份有限公司 | | 审核状态 | 已问询 | | 保荐机构 | 中信建投证券股份有限公司 | | 会计师事务所 | 天健会计师事务所(特殊普通合伙) | | 律师事务所 | 浙江京衡律师事务所 | | 评估机构 | | 招股书显示,弥富科技成立于2016年,公司主营业务为汽车流体管路系统关键零部件以及导轨等其他塑料零部件的研发、生产及销售,主要产品包括流体管 路系统快插接头、通类接头、阀类等连接件、管夹等紧固件、传感器以及导轨等塑料产品,产品可适用于新能源汽车及传统燃油汽车等领域。 关联方销售金额增幅较大 对亏损客户应收账款上涨 2022年至2024年(下称"报告期"),弥富科技分别实现营收1.38亿元、2.02亿元、2.73亿元;归母净利润为3634.18万元、5816.74万元、7622.42万元,同比上 涨46.0 ...
天汽模:西安公司已获商飞西飞资质 重组事项持续推进
Quan Jing Wang· 2025-09-11 14:28
Group 1 - The management of Tianqi Mould (002510) confirmed that Xi'an Tianqi Mould Aircraft Industry Co., Ltd. has obtained supplier qualifications from COMAC and Xi'an Aircraft Industrial Group, and has begun to undertake batch business [1] - Regarding the significant restructuring progress, the chairman indicated that due diligence, auditing, and evaluation work have been largely completed, and discussions on transaction details and agreement terms are ongoing, but the matter is still in the planning stage with no formal agreements signed yet [1] - In the field of new energy vehicles, the company has provided mold supporting services for multiple models to mainstream new energy vehicle customers, and a successful acquisition of Dongshi would create synergies with the company's main business [1] Group 2 - The company aims to solidify its advantages in the moulding main business, expand the scale of automotive parts business, and increase its market share in aviation parts, striving to deliver good performance to investors [2] - The company’s cash flow is reported to be sufficient to meet operational needs, indicating a stable financial position [1]
601689拓普集团:上市十年首度减持,实控人及关联方套现约8.8亿
Sou Hu Cai Jing· 2025-09-11 14:24
Core Viewpoint - The major shareholders of Top Group have executed a significant share reduction, cashing out approximately 880 million yuan as the stock price reaches historical highs, indicating a strategic move amid performance fluctuations and new business challenges [1][3][5] Group 1: Shareholder Actions - Four major shareholders, including actual controller Wu Jianshu and his son, have sold a total of 13.43 million shares, accounting for 0.7728% of the company's total equity, between August 29 and September 10 [1][3] - Prior to the reduction, Wu Jianshu held a combined 59.25% stake in Top Group, which decreased to 58.482% post-reduction, marking the first time in over a decade that the actual controller has sold shares [3][5] - The average selling price during the reduction period was 66 yuan, with the shareholders realizing significant cash inflows: 510 million yuan and 138 million yuan from two associated companies, and 231 million yuan from Wu Jianshu and his son [3][5] Group 2: Company Performance - Top Group's revenue is projected to grow from 6.51 billion yuan in 2020 to 26.6 billion yuan in 2024, with net profit increasing from 628 million yuan to 3 billion yuan, reflecting over threefold growth in five years due to the rapid development of the electric vehicle industry [3][5] - However, in the first half of 2025, the company experienced a 13.84% year-on-year decline in net profit, with revenue growth slowing to 5.83% [5] - The humanoid robot business, which is expected to be a significant growth area, currently contributes minimally, with projected revenue of only 1.342 million yuan in 2024, accounting for less than 0.1% of total revenue [5] Group 3: Market Performance - Since 2019, Top Group's stock price has increased nearly 11 times, reaching a historical high of 137 yuan in July 2022, followed by a two-year adjustment period [5] - The stock price resumed its upward trend in September 2024, hitting a record of 163.85 yuan in February this year, coinciding with the recent share reduction by major shareholders [5] - Market analysis suggests that the timing of the major shareholder's reduction aligns with a slowdown in performance growth and the underperformance of new business segments, indicating a cautious outlook on short-term valuations [5]
穿越周期,大道至简|笔记侠曹德旺心法营重磅发布
Sou Hu Cai Jing· 2025-09-11 14:04
如果你正在经历这些,那么恭喜你,你不是一个人。这是这个时代企业家的共同面对的三重困境。 第一重:生存难 你是不是总觉得,生意越来越难做了? 看着业绩报表发愁,增长乏力,却不知道突破口在哪里;产品越来越像,价格越压越低,利润越来越薄;想转型数字化,却被各种概念搞得头晕眼花,不 知道该从何下手;团队越来越没激情,创新乏力,组织僵化…… 市场进入低增长时期,以前那套跑马圈地的打法不灵了。产品同质化严重,大家都在价格血拼,利润空间被压缩得所剩无几。 你的核心竞争力,到底在哪里? 第二重:转型难 数字化浪潮袭来,不转是等死,转错是作死。全球竞争加剧,战略方向摇摆不定。到底该怎么转,才能找到适合自己的活路? 第三重:成长难 组织思维固化,过去成功的经验,成了今天失败的根源。创新不足,团队活力下降,成长遇到天花板。 如何打破僵局,实现二次增长? 毫无疑问,在当下红海内卷、增长乏力的市场环境中,我们唯有持续学习、主动进化,才能带领企业穿越周期、韧性成长,最终实现高质量、可持续的真 正破局。 那么,向谁学? 向穿越40年经济周期的标杆学 当整个时代都在鼓吹"唯快不破"时,有一个人,一家企业,却选择了一条相反的路:不强求做大做快 ...
长华集团:截至2025年9月10日,公司股东户数为17897户
Zheng Quan Ri Bao Wang· 2025-09-11 13:49
Group 1 - The company Longhua Group (605018) responded to investor inquiries on September 11, indicating that as of September 10, 2025, the number of shareholders is 17,897 [1]
安利股份:公司产品在比亚迪等主流汽车品牌的部分车型上实现定点、应用
Zheng Quan Shi Bao Wang· 2025-09-11 13:40
人民财讯9月11日电,安利股份(300218)9月11日接受机构调研时表示,公司在汽车内饰品类是后进入 者,但通过近几年的技术攻关与能力建设,目前技术水平和综合竞争优势优良,公司产品在比亚迪 (002594)、丰田、大众、鸿蒙智行系列、小鹏、长城、江淮、奇瑞等主流汽车品牌的部分车型上实现 定点、应用,成效初显。其中部分定点项目预计在2025年下半年或2026年进入量产阶段。 ...