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].

证券日报网讯 12月29日，贵航股份发布公告称，公司2025年12月29日召开2025年第三次临时股东会， 审议通过《关于2025年日常关联交易执行情况及2026年日常关联交易预计的议案》《关于选举董事的议 案》《关于选举独立董事的议案》等多项议案。 （编辑 丛可心） ...

（文章来源：证券日报） 证券日报网讯 12月29日，伯特利发布公告称，公司2025年12月29日召开2025年第四次临时股东大会， 审议通过《关于预计公司2026年度日常关联交易预案的议案》等多项议案。 ...

证券日报网讯 12月29日，英利汽车发布公告称，公司2025年12月29日召开2025年第二次临时股东会， 审议通过《关于部分募集资金投资项目缩减投资规模、结项并将节余募集资金永久补充流动资金的议 案》。 （编辑 丛可心） ...

Group 1 - The company, Guangdong Hongtu, focuses on the design, manufacturing, production, sales, and after-sales service of precision aluminum/magnesium alloy components [1] - The products are applicable in various fields including fuel vehicles, hybrid vehicles, new energy vehicles, communications, electromechanical, aerospace, and low-altitude economy [1] - The company has accumulated years of technical expertise and reserves in the relevant fields [1]

格隆汇12月29日丨天普股份(605255.SH)公布，公司无开展人工智能相关业务的计划，与股东中昊芯英 未签订任何框架性合作协议。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。敬请广大投资者注意上述相关信息对二级市场交易的风险。 ...

12月29日晚间，苏州瑞玛精密（002976）工业集团股份有限公司(以下简称"瑞玛精密")发布公告称，公 司子公司普莱德汽车科技(苏州)有限公司(以下简称"普莱德")于近日收到国内某车企(以下简称"客户")的 定点通知，普莱德成为其新能源车型空气弹簧总成产品的定点供应商。根据客户目前的销售预测，该项 目生命周期为6年，全生命周期内预计该项目空气弹簧总成产品销售额约为13.42亿元。 作为汽车空气悬架系统的核心部件，空气弹簧总成通过压缩空气作为弹性介质，可实现车身高度调节与 刚度自适应控制，是提升新能源汽车舒适性、操控性与节能性的关键配置。 2025年以来，瑞玛精密在这一核心部件领域的布局成效持续显现，订单落地节奏紧凑且成果丰硕。7月 份，普莱德拿下生命周期7年的新能源车型平台项目定点，为该平台供应空气弹簧总成，全生命周期预 计销售额约为3.36亿元；9月份，其获新能源车型平台项目订单，聚焦空气弹簧总成产品供应，全生命 周期预计销售额约为5.56亿元；10月份，其再度斩获新能源车型空气弹簧总成产品定点，该项目全生命 周期预计销售额约为2.65亿元。 年内数次订单"落地"，既体现出瑞玛精密空气弹簧总成在不同车企新 ...

Investment Highlights - The automotive sector has shown positive performance this week, with the SW passenger vehicle and SW auto parts sectors leading with gains of +3.3% each, followed by SW automotive (+2.7%) and SW commercial vehicles (+1.1%), while SW commercial passenger vehicles declined by -2.2% [4][12] - The top-performing stocks this week include Yatong Co., Hengshuai Co., Xusheng Group, Yinlun Co., and Shuanghuan Transmission [4][12] Research Outcomes - The team has released a strategy report for automotive parts for 2026 and a monthly report on buses [5][12] Industry Core Changes 1. Xiaopeng Motors collaborated with Peking University to publish a paper at the international AI conference AAAI 2026, addressing the core contradiction of high computational load and precise decision-making in autonomous driving, showcasing both technological breakthroughs and commercial feasibility [6][12] 2. Horizon Robotics launched the S100P mass production of the Digua robot and officially released the Vbot super robot dog [6][12] 3. The Zhiji brand is expected to achieve full-cost profitability for the first time by December 2025 [6][12] Current Automotive Sector Configuration - The automotive industry is entering a new crossroads phase, with the end of the electric vehicle (EV) dividend and the dawn of automotive intelligence, while robotics innovation is in the 0-1 stage. Three main investment opportunities are emerging during this transition [8][13] - **AI Smart Vehicle Main Line**: Focus on Robotaxi/van, with downstream application core targets including: - **Robotaxi Perspective**: Integrated models like Tesla, Xiaopeng Motors, and Qianli Technology; technology providers with operational sharing models like Horizon Robotics and Baidu; transformation of ride-hailing/taxi services with companies like Cao Cao Mobility, Didi, and others [8][13] - **Robovan Perspective**: Key focus on Desay SV and others [8][13] - **C-end Vehicle Sales Perspective**: Whole vehicles from Xiaopeng Motors, Li Auto, Huawei, Xiaomi, etc. [8][13] - **Upstream Supply Chain Core Targets**: B-end vehicle manufacturing by companies like BAIC Blue Valley, GAC Group, and SAIC Group; core suppliers in testing, chips, domain controllers, sensors, and more [8][13] - **AI Robotics Main Line**: Preferred components from Top Group, Junsheng Electronics, Xinquan Technology, and others [8][13] - **Dividend & Good Pattern Main Line**: Focus on buses (Yutong Bus), heavy trucks (China National Heavy Duty Truck Group, Weichai Power), and two-wheelers (Chunfeng Power, Longxin General) [9][13]

(本文来自第一财经) 天普股份发布异动公告称，公司无开展人工智能相关业务的计划，与股东中昊芯英未签订任何框架性合 作协议。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。敬请 广大投资者注意上述相关信息对二级市场交易的风险。 ...