12月29日，凯众股份发布公告，披露公司筹划重大资产重组事项的最新进展。截至公告披露日，本次交易的审计、评估等相关 工作正有序推进，公司将严格按照相关法律法规要求及时履行信息披露义务。 据公告介绍，凯众股份拟以发行股份及支付现金的方式，收购安徽拓盛汽车零部件股份有限公司60%的股权，并同步募集配套 资金。经初步测算，本次交易预计构成重大资产重组及关联交易，是公司优化业务布局的重要举措。 公告同时提示，本次重大资产重组尚需满足多项交易条件方可实施，包括但不限于公司再次召开董事会、股东大会审议通过本 次交易正式方案，以及上海证券交易所审核通过、中国证监会同意注册等。 回顾交易进程，公司股票及可转债已于2025年11月24日开市起停牌。2025年11月28日，凯众股份审议通过了《关于<上海凯众材 料科技股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易预案>及其摘要的议案》等多项与本次交易相关的 议案。随后，经向上海证券交易所申请，公司股票及可转债于2025年12月1日开市起复牌。 ...

人民财讯12月29日电，瑞玛精密（002976）12月29日公告，公司子公司普莱德汽车科技(苏州)有限公司 (简称"普莱德(苏州)")于近日收到国内某车企的定点通知，普莱德(苏州)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，在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。 ...

瑞玛精密公告，子公司普莱德汽车科技（苏州）有限公司近日收到国内某车企的定点通知，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，在全生命 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。此次获得客户新能源车型空气弹簧总成产 品的项目定点，标志着普莱德汽车科技（苏州）有限公司汽车空气悬架系统产品的技术开发实力、产品 质量得到客户的认可。 ...

Group 1 - The company reported that by the first half of 2025, its lightweight business had accumulated orders of approximately 5.5 billion yuan [1] - The company's thermal management system business had accumulated orders of approximately 7.1 billion yuan by the first half of 2025 [1] - Investors are encouraged to pay attention to the company's regular reports for further details [1]

格隆汇12月29日丨长华集团(605018.SH)公布，近日，全国高新技术企业认定管理工作领导小组办公室 发布《对宁波市认定机构2025年认定报备高新技术企业进行备案的公告》，长华控股集团股份有限公司 全资子公司宁波长华长盛汽车零部件有限公司（称"宁波长盛"）通过了高新技术企业的重新认定，证书 编号为：GR202533102012，发证日期：2025年12月8日，有效期三年。本次认定系宁波长盛原高新技术 企业证书有效期满后进行的重新认定。 ...

长华集团公告称，其全资子公司宁波长华长盛汽车零部件有限公司通过高新技术企业重新认定，证书编 号GR202533102012，发证日为2025年12月8日，有效期三年。此次系原证书有效期满后重新认定，未来 三年（2025 - 2027年），宁波长盛可继续按15%的税率缴纳企业所得税。 ...

Group 1: A-Share Market Trends - The A-share market is expected to remain active, supported by trends such as the new phase in China-US relations, restructuring of the international monetary order, and the AI revolution entering a critical application period by 2026 [1] - The current configuration of the A-share market includes sectors like power and utilities, basic chemicals, power equipment and new energy, electronics, and computers [1] - The net inflow of funds is concentrated in sectors such as automotive parts, banking, new energy vehicle components, PCB boards, and large financial institutions [1] Group 2: Dividend Trends - The willingness of listed companies to distribute dividends has significantly increased, with the total cash dividends reaching 2.56 trillion yuan, surpassing the total for the entire year of 2024 and setting a historical high [3] - Several brokerage firms have announced dividend implementation plans, with the total dividend amount exceeding 54.8 billion yuan for the year, and 14 firms distributing over 1 billion yuan each [3] Group 3: Robotics and Consumer Trends - The robotics supply chain is advancing overseas capacity planning, with a focus on quality segments as the industry prepares for mass production [5] - The "value-for-money consumption" trend is showing signs of recovery in sectors like snacks and discount retail, with expectations for a turnaround in 2026 [5] - The outdoor economy and winter tourism are expected to benefit from improved service consumption, driven by rising GDP per capita and changing consumer preferences [5] Group 4: Market Sentiment and Performance - The short-term market trend is strong, with noticeable inflows of incremental capital, although the overall market profitability remains weak [7] - The Shanghai Composite Index has shown a nine-day upward trend, indicating that major funds are actively managing the market [11] - The market is entering a performance disclosure period, with smaller stocks facing scrutiny, while larger blue-chip and financial cyclical stocks are expected to perform better [11]

格隆汇12月29日丨长华集团(605018.SH)公布，近日，全国高新技术企业认定管理工作领导小组办公室 发布《对宁波市认定机构2025年认定报备高新技术企业进行备案的公告》，长华控股集团股份有限公司 全资子公司宁波长华长盛汽车零部件有限公司（称"宁波长盛"）通过了高新技术企业的重新认定，证书 编号为：GR202533102012，发证日期：2025年12月8日，有效期三年。本次认定系宁波长盛原高新技术 企业证书有效期满后进行的重新认定。 ...

Investment Rating - The report maintains a positive outlook on the automotive industry, particularly focusing on the mid-to-high-end and used car markets, as well as the impact of new subsidies [2]. Core Insights - The upcoming subsidies are expected to alleviate previous concerns regarding the total market volume for 2026, with a focus on companies like BYD and Geely, which cater primarily to mid-to-low-end demand [2]. - The report highlights the potential for significant performance improvement in parts manufacturers in the first half of 2026 due to subsidy support, recommending companies with strong fundamentals and low valuations [2]. - The report identifies new energy vehicle companies such as XPeng, NIO, and Li Auto, which have advantages in AI and robotics, as potential investment opportunities [2]. - The report notes a positive trend in the used car market and overall dealer profitability, recommending companies like Uxin [2]. - The report emphasizes the importance of state-owned enterprise reforms, particularly for SAIC and Dongfeng, as a key area to watch [2]. Industry Update - According to the China Passenger Car Association, the average daily retail sales of passenger cars in the third week of December reached 77,000 units, a year-on-year decrease of 11% but a month-on-month increase of 9% [2]. - The automotive industry recorded a total transaction value of 582.81 billion yuan for the week, with an industry index increase of 2.74%, outperforming the Shanghai Composite Index [6]. - The report indicates that 172 automotive stocks rose while 94 fell, with the largest gainers being Chaojie Co., Longi Machinery, and Zhejiang Sebao [11]. Market Conditions - The report notes that traditional and new energy raw material price indices have risen recently, with traditional vehicle raw materials increasing by 1.3% week-on-week and 1.0% month-on-month, while new energy vehicle raw materials rose by 5.6% week-on-week and 6.8% month-on-month [62]. - The automotive industry’s price-to-earnings ratio stands at 29.17, ranking 19th among all sectors, indicating a moderate valuation compared to the Shanghai Composite Index's 14.15 [8][10]. Key Events - The report highlights the optimization of toll road policies and the improvement of autonomous driving regulations as significant developments that will enhance the operational efficiency of the transportation system [3][4]. - The report mentions the launch of the first L3 autonomous driving license plate in China, awarded to Changan Automobile, marking a milestone in the industry [24][44].

格隆汇12月29日丨东利机械(301298.SZ)在投资者互动平台表示，公司产品主要是汽车发动机减振器零 件、底盘悬挂减振器、变速箱齿轮零件、涡轮增压器零件、其他精密零部件等系列产品，没有应用于无 人驾驶汽车领域的产品。 ...