每经头条（nbdtoutiao）——绕开光刻机"卡脖子"，中国新型芯片问世！专访北大孙仲：支撑AI训练和 具身智能，可在28纳米及以上成熟工艺量产 （记者 曾健辉） 2024年1至12月份，天普股份的营业收入构成为：汽车零部件及配件制造占比95.23%，其他业务占比 4.77%。 截至发稿，天普股份市值为266亿元。 每经AI快讯，天普股份（SH 605255，收盘价：198.2元）12月29日晚间发布公告称，公司第三届董事会 第八次会议于2025年12月29日在公司三楼会议室召开。会议审议了《关于修改〈公司章程〉的议案》等 文件。 ...

横河精密 20251229 摘要 恒和精密在家电零部件领域与卡特、SED 松下等知名企业合作，受益于 智能家电市场稳定增长，预计 2025 年市场规模将接近 8,000 亿元，同 比增长 5%，为公司提供稳定收入来源。 公司在汽车零部件领域聚焦智能座舱和汽车轻量化，与华为、延锋安道 拓等合作，提供齿轮、执行器等产品。预计 2025 年中国智能座舱市场 规模达 1,564 亿元，同比增长 21%，汽车轻量化亦带来显著减重效果。 无人机业务是恒和精密未来发展重点，预计 2025 年全球市场规模达 3,800 亿元，工业级占比 65%。公司通过参股宁波狮子王、设立新加坡 合资公司、增资合水智能等举措，积极布局无人机全产业链及全球市场。 公司于 8 月 8 日参股 30%设立宁波狮子王（现持股比例提升至 50%以 上），聚焦无人飞行器销售；于 10 月 9 日参股 40%设立新加坡合资公 司，为工业级无人机提供海外制造基地；于 10 月 28 日增资 500 万元 持有合水智能 5%的股权。 市场对恒和精密无人机业务的成长空间存在质疑，但公司通过全面布局 制造与销售环节，以及全球化战略，有望超出预期。预计 2025- ...

智通财经APP讯，天普股份(605255.SH)披露股票交易异常波动公告，市场传言，公司已与股东中昊芯 英签订框架性合作协议，开展人工智能相关业务。经公司自查，截至目前，公司无开展人工智能相关业 务的计划;并与股东中昊芯英确认，截至目前，公司未与股东中昊芯英签订任何框架性合作协议或类似 协议。截至目前，中昊芯英没有在未来12个月内改变上市公司主营业务或者对上市公司主营业务做出重 大调整的明确计划。公司主要产品为汽车用高分子流体管路系统及密封系统零件及总成，主要应用于传 统油车整车制造，目前公司主营业务未发生重大变化。 ...

智通财经APP讯，天普股份(605255.SH)披露股票交易异常波动公告，市场传言，公司已与股东中昊芯 英签订框架性合作协议，开展人工智能相关业务。经公司自查，截至目前，公司无开展人工智能相关业 务的计划;并与股东中昊芯英确认，截至目前，公司未与股东中昊芯英签订任何框架性合作协议或类似 协议。截至目前，中昊芯英没有在未来12个月内改变上市公司主营业务或者对上市公司主营业务做出重 大调整的明确计划。公司主要产品为汽车用高分子流体管路系统及密封系统零件及总成，主要应用于传 统油车整车制造，目前公司主营业务未发生重大变化。 ...

具体来看，今日上榜的营业部中，沪股通为第五大买入营业部及第一大卖出营业部，买入金额为 1302.02万元，卖出金额为670.16万元，合计净买入631.86万元。 资金流向方面，今日该股主力资金净流入1.76亿元，其中，特大单净流入1.88亿元，大单资金净流出 1197.25万元。近5日主力资金净流入1.78亿元。 上交所公开信息显示，当日该股因日涨幅偏离值达9.99%上榜，沪股通净买入631.86万元。 （文章来源：证券时报网） 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.32亿元，其中，买入成交额为1.11亿 元，卖出成交额为2089.49万元，合计净买入9021.02万元。 10月28日公司发布的三季报数据显示，前三季度公司共实现营业收入37.66亿元，同比增长25.88%，实 现净利润-328.45万元。（数据宝） 东安动力12月29日交易公开信息 东安动力(600178)今日涨停，全天换手率5.76%，成交额3.46亿元，振幅9.85%。龙虎榜数据显示，沪股 通净买入631.86万元，营业部席位合计净买入8389.17万元。 | 买/卖 | 会员营业部名称 | 买入金额（万元） | ...

Group 1: Key Insights - The report highlights the strong growth potential of the semiconductor testing industry, particularly for companies like Huafeng Measurement and Control (688200), which is positioned to benefit from the increasing demand for simulation and digital testing machines driven by AI chip requirements [4][5][6] - Guoke Military Industry (688543) is noted for its transition from conventional ammunition to intelligent and information-based ammunition, which is expected to enhance its growth prospects in a high-demand industry [4][5] - Purtai (603659) is recognized as a leading global lithium battery materials platform, with its negative electrode and diaphragm businesses expected to show long-term improvement [4][5] Group 2: Company-Specific Analysis - Wanchen Group (300972) is projected to continue expanding its store count, currently exceeding 18,000, while improving net profit margins through scale effects and supply chain efficiencies [5][6] - Top Group (601689) is actively developing new products in collaboration with major clients, including liquid cooling solutions, which have already secured initial orders worth 1.5 billion [7][8] - Zhuoyue New Energy (688196) is expanding its production capacity in the biofuel sector, with a focus on biodiesel and bio-based materials, supported by favorable policies and a projected internal rate of return of 28.94% for new projects [8][9] Group 3: Industry Trends - The report indicates that the server liquid cooling market is expected to experience significant growth in 2026 and 2027, with companies like Yingweike (002837) poised to capture substantial market share [8][9] - The mechanical equipment sector, particularly companies like Binglun Environment (000811), is expanding its presence in various fields, including nuclear power and industrial heat control, which is expected to provide new growth opportunities [9][10] - The AI industry is driving demand for intelligent control systems, with companies like Zhiwei Intelligent (001339) developing products that cater to this emerging market [10]

中经记者 夏治斌 石英婧 上海报道 日前，零部件巨头采埃孚集团将其高级驾驶辅助系统（ADAS）业务出售给美国座舱电子领域领导者哈 曼。双方约定的收购价格为15亿欧元。该交易还需要获得必要的监管审批。 通过出售，采埃孚也推动了行业资源的优化整合。据悉，哈曼和采埃孚的高级驾驶辅助系统（ADAS） 业务专长相结合，将使新组建的组织能够根据不同车辆制造商的战略提供集成或模块化解决方案。同 时，该组织通过安全、感知、智能、互联和车载系统等业务的整合，将为驾驶员及乘客提供全面的驾乘 体验，使公司成为全球领先的跨域汽车电子供应商之一。 对于采埃孚此番的业务剥离，马蒂亚斯·米德莱希表示："哈曼对采埃孚高级驾驶辅助系统（ADAS）业 务的这一收购，使得采埃孚集团战略调整达到一个重要的里程碑。" "割肉"ADAS业务 "哈曼是我们理想的合作伙伴，助力我们充分释放在乘用车驾驶辅助业务的增长和创新潜力，并为员工 创造了最优的发展前景。同时，该交易将有助于采埃孚显著减少金融负债，并将资源集中用于核心技 术，如底盘、动力总成、商用车和工业应用，在这些技术领域，我们是全球领导者。"对于上述交易对 象和可能带来的积极影响，马蒂亚斯·米德莱希 ...

Core Viewpoint - The company, Chaojie Co., Ltd. (301005.SZ), has announced a significant abnormal fluctuation in its stock price, prompting a reminder for investors to engage in rational investment practices and be aware of associated risks [1] Group 1: Business Overview - The company primarily operates in the automotive parts manufacturing sector, focusing on the research, production, and sales of high-strength precision fasteners and special-shaped connectors [1] - Its products are mainly utilized in automotive engine turbocharging systems, gear shifting and parking control systems, exhaust systems, as well as interior and exterior systems such as seats, lights, and mirrors [1] Group 2: Financial Impact - As of September 30, 2025, the revenue from the commercial aerospace business is expected to account for approximately 5% of the company's total revenue, indicating that this segment is still in the small-batch delivery phase and has a minimal impact on overall performance [1]

证券日报网讯 12月29日，恒帅股份发布公告称，公司为"泰国新建汽车零部件生产基地"项目在上海浦 东发展银行新开立募集资金专户，并与国金证券、浦发银行签订《募集资金四方监管协议》，账户余额 为0元。 （编辑 丛可心） ...

Core Viewpoint - Fenglong Co., Ltd. is undergoing its second attempt at a change of control, having signed a share transfer agreement with UBTECH Robotics Corp, which will result in a change of control after the transaction is completed [1][3]. Group 1: Control Change Attempts - This is the second attempt at a change of control for Fenglong Co. in over a year, following a failed attempt to transfer control to Zhejiang Dingdu Yungxiang Tourism Co. earlier in 2024 [3][6]. - The share transfer agreement was signed on December 24, 2024, between the controlling shareholder, Zhejiang Chengfeng Investment Co., Ltd., and UBTECH [3][4]. - UBTECH has no immediate plans to change the main business of the listed company within the next 12 months [3][4]. Group 2: Market Reaction - Fenglong's stock experienced a significant increase, with two consecutive days of trading limits reached on December 25 and 26, resulting in a cumulative price increase of over 20% [5][16]. Group 3: Previous Control Change Attempt - The previous control change attempt involved a proposed transfer of 29.99% of shares to Zhejiang Dingdu Yungxiang Tourism Co. but was ultimately terminated due to the expiration of the asset audit report and inability to meet deadlines for shareholder approval [6][17]. Group 4: Shareholder Reduction Plans - During the current control change planning, the actual controller, Dong Jianggang, announced a plan to reduce his holdings, intending to sell up to 2.75 million shares, representing 1.26% of the total share capital [7][19]. - Ningbo Fengchi Investment Co. also plans to reduce its holdings by up to 3.80 million shares, accounting for 1.74% of the total share capital [19]. Group 5: Company Performance - For the first three quarters of 2025, Fenglong reported total revenue of 373 million yuan, a year-on-year increase of 9.47%, and a net profit attributable to shareholders of 21.52 million yuan, reflecting a significant year-on-year growth of 1714.99% [19]. - Despite the substantial increase in net profit, the company's price-to-earnings and price-to-book ratios are significantly higher than the industry average, leading to market valuation disputes [19]. Group 6: Industry Context - The attempts at control change highlight the challenges faced by traditional manufacturing companies in China as they navigate the pressures of industry transformation [10][20].