Group 1 - The board of directors of Shanghai Automotive Air Conditioning Parts Co., Ltd. held its 18th meeting of the third board on August 5, 2025, with all 9 directors present, confirming the legality and validity of the meeting [1][2] - The board approved a proposal for external investment to establish a controlling subsidiary, authorizing the management team to sign relevant agreements and documents [1][2]

Core Insights - In the first half of the year, the China Council for the Promotion of International Trade approved 1,418 overseas economic and trade exhibition projects, covering an exhibition area of 826,000 square meters [1] - A total of 54 organizing units have implemented exhibition projects in 44 countries and regions, with an actual exhibition area of 382,000 square meters and over 23,000 participating enterprises [1] - There is a notable increase in participation from emerging markets, with the number of Chinese exhibitors in ASEAN and Latin America accounting for 39.8% of the total, an increase of 8.5 percentage points compared to the same period in 2024 [1] Industry Trends - Emerging industries are showing a sustained increase in overseas exhibition participation, particularly in fields such as electronic information, artificial intelligence, green low-carbon technology, and intelligent manufacturing [1] - Chinese enterprises showcased their independent innovation achievements in key international technology exhibitions, contributing to the expansion of exports of high-tech and high-value-added products [1] - At the European International Smart Energy Exhibition, the number of Chinese participating enterprises increased to 850, with organizers and professional visitors expressing admiration for China's international leadership in the new energy sector [1] Overall Performance - The overall operation of overseas exhibition work in the first half of the year has been stable, with a more diverse range of participating industries, continuous expansion of participating regions, and steady improvement in the quality of participating enterprises [2] - There has been a significant enhancement in the sense of gain for enterprises involved in these exhibitions [2]

Core Insights - The China Council for the Promotion of International Trade (CCPIT) reported a 13.31% year-on-year increase in the issuance of various certificates, totaling 3.8887 million from January to June 2023, indicating resilience and vitality in China's foreign trade despite challenges [1] - The RCEP certificates issued amounted to $4.415 billion, with a 27.93% increase in value and a 27.70% increase in the number of certificates issued, showcasing the benefits of free trade agreements for enterprises [1] - The CCPIT has facilitated the participation of over 23,000 enterprises in international exhibitions, with a total exhibition area of 382,000 square meters, reflecting a strong push for enterprises to explore diverse international markets [3] Trade Policy Implementation - The CCPIT has actively promoted the implementation of policies to stabilize foreign trade, assisting enterprises in securing orders and expanding markets [2] - The organization has approved 1,418 international trade exhibition projects, with a planned exhibition area of 826,000 square meters, demonstrating a commitment to enhancing international trade engagement [3] Market Expansion - There is a notable trend of enterprises expanding into emerging markets such as ASEAN, the Middle East, and Latin America, with participation from these regions increasing by 8.5 percentage points compared to the previous year [4] - The Brazilian International Auto Parts Exhibition attracted over 300 Chinese enterprises, highlighting the growing presence of Chinese companies in international trade events [4] Industry Focus - The CCPIT has emphasized the participation of enterprises in emerging industries such as new energy and electronic information, with 850 Chinese companies attending the European International Smart Energy Exhibition, showcasing China's advancements in these sectors [5] - The organization aims to enhance the quality and diversity of participating enterprises, contributing to the export of high-tech and high-value-added products [5] Legal Support for Enterprises - The CCPIT has seen a 16.43% increase in foreign-related disputes, with 404 cases accepted in the first half of the year, indicating a growing need for legal support in international trade [6] - The organization has provided extensive legal services, including handling over 43,000 commercial mediation cases and answering 18,500 inquiries through its legal platform [6]

Core Insights - Turkey's trade deficit expanded by 38.8% year-on-year in June, reaching $8.173 billion [1] - Exports increased by 7.9% year-on-year to $20.52 billion, while imports rose by 15.2% to $28.69 billion, indicating a faster growth in imports compared to exports [1] - The trade deficit excluding energy and non-monetary gold was $3.58 billion in June [1] Export Structure - In June, manufacturing products accounted for 94.8% of total exports, with agriculture, forestry, and fisheries at 2.9%, and mining and quarrying at 1.7% [1] - High-tech products made up 3% of manufacturing exports, while medium-high-tech products constituted 41.2% [1] Major Trade Partners - Germany was the largest export destination with $1.73 billion, followed by the UK and the US [2] - China emerged as Turkey's largest import source at $3.83 billion, highlighting the growing trade ties in electronics, machinery, photovoltaic equipment, and industrial raw materials [2] - Russia ranked second in imports, primarily for energy, especially natural gas and crude oil, while Germany was third with $2.7 billion, focusing on machinery, chemicals, and auto parts [2] Future Projections - By the first half of 2025, Turkey's total exports are projected to reach $131.4 billion, a 4.1% increase year-on-year, while imports are expected to hit $180.84 billion, a 7.2% increase [2] - The trade deficit for the same period is anticipated to be $49.43 billion, reflecting a 16.3% increase compared to the same period in 2024 [2]

股东减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 股东的基本情况 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603107 证券简称：上海汽配 公告编号：2025-039 上海汽车空调配件股份有限公司 截至本公告披露日，上海汽车空调配件股份有限公司（以下简称"公司"或"上海汽配"）股东格洛利國際 公司（以下简称"格洛利"）持有公司股份46,039,764股,占公司总股本的13.6481%,股东迪之凯国际贸易 （上海）有限公司（以下简称"迪之凯"）持有公司股份4,572,270股,占公司总股本的1.3554%,格洛利与迪 之凯为一致行动人。 ● 减持计划的主要内容 格洛利与迪之凯拟通过大宗交易及集中竞价交易方式减持公司股份合计不超过5,900,000股，即不超过公 司总股本的1.75%。其中，通过大宗交易减持的，自本公告披露之日起15个交易日后的3个月内进行， 合计减持比例不超过公司总股本的1.75%，任意连续90日内减持股份总数不超过公司总股本的2%；通过 集中 ...

证券代码：603107 证券简称：上海汽配 公告编号：2025-039 上海汽车空调配件股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 股东的基本情况 截至本公告披露日，上海汽车空调配件股份有限公司（以下简称"公司"或 "上海汽配"）股东格洛利國際公司（以下简称"格洛利"）持有公司股份 司（以下简称"迪之凯"）持有公司股份 4,572,270 股,占公司总股本的 1.3554%, 格洛利与迪之凯为一致行动人。 ? 减持计划的主要内容 一、减持主体的基本情况 | 股东名称 | 格洛利國際公司 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | | □是 □否 | | | | | | | 直接持股 | 5%以上股东 | | √是 □否 | | | | | | | | 董事、监事和高级管理人员 | | □是 □否 | | | ...

智通财经APP讯，上海汽配(603107.SH)发布公告，格洛利与迪之凯拟通过大宗交易及集中竞价交易方 式减持公司合计不超过1.75%股份。其中，通过大宗交易减持的，自本公告披露之日起15个交易日后的 3个月内进行，合计减持比例不超过公司总股本的1.75%，任意连续90日内减持股份总数不超过公司总 股本的2%;通过集中竞价交易减持的，自本公告披露之日起15个交易日后的3个月内进行，合计减持比 例不超过公司总股本的1%，任意连续90日内减持股份总数不超过公司总股本的1%。 ...

Economic Performance - In the first half of the year, the GDP of Jinxik Town is expected to grow by 6% year-on-year [1] - The industrial output value reached 24.18 billion, with a year-on-year increase of 6.7%, ranking second in Kunshan [1] - Total fixed asset investment amounted to 1.79 billion, showing a year-on-year growth of 17.1%, while industrial investment was 1.4 billion, with a significant increase of 32.5%, ranking first and third in Kunshan respectively [1] Industry Development - Jinxik Town is focusing on five major industries: consumer electronics, communication equipment, automotive parts, low-altitude economy, and intelligent manufacturing [1] - Major projects such as the "Jinxiu Living Room · Luxshare Precision Science Park" with an investment of over 6 billion were launched, expected to generate over 20 billion in industrial output and create over 10,000 jobs [1] Innovation and Collaboration - Jinxik Town has established deep cooperation with Nanjing University of Information Science and Technology to create an innovation achievement transformation base [1] - The town added 36 invention patents and 144 utility model patents, and initiated one provincial-level industry-university-research cooperation project [1] Tourism Growth - In the first half of the year, Jinxik Town received 2.15 million tourists, a year-on-year increase of 34% [2] - Total tourism revenue reached 73 million, reflecting a year-on-year growth of 12% [2]

Core Insights - eBay is focusing on Europe as a blue ocean market for automotive parts, leveraging local manufacturing hubs and expanding into second and third-tier cities in Guangdong [1][4] - The demand for automotive aftermarket parts is increasing globally due to rising vehicle ownership and the growth of cross-border e-commerce [2][5] - Guangdong province leads in automotive parts exports in China, with significant growth in e-commerce sales to various international markets [4][6] Group 1: Market Trends - The European automotive aftermarket is valued at over €180 billion, growing at a stable rate of 5% annually, with online penetration currently at only 10% [5] - The demand for automotive parts in Europe is driven by a high vehicle ownership rate, with over 400 million cars and an average vehicle age exceeding 12 years [5] - The export of automotive parts from Guangdong reached a total of 1.6 trillion yuan in the first five months of the year, with a growth rate of 6.7% [1][4] Group 2: Industry Dynamics - The rise of electric vehicles (EVs) in Europe is creating a surge in demand for related components, with sales of Chinese-made charging stations in Germany increasing over 600% compared to three years ago [6][7] - Companies are optimizing supply chains by sourcing directly from manufacturers to reduce costs and improve delivery times [6][9] - The automotive parts market is facing challenges from tariffs, particularly in the U.S., which could impact transportation costs and inventory management [9] Group 3: Company Strategies - eBay's strategy includes connecting more local manufacturing hubs to enhance supply chain efficiency and reduce costs [6] - Companies are expanding their product lines to include EV components, responding to the growing market for electric vehicles in Europe [7][8] - The focus on high-value automotive electronics and systems is expected to provide additional revenue streams for companies operating in the automotive parts sector [8]

Group 1 - eBay hosted an annual auto parts overseas conference in Guangzhou, focusing on expanding into the European market, attracting over 500 participants from various regions [2] - The Chinese automotive parts industry is enhancing its competitive strength and forming industrial clusters, with cross-border e-commerce breaking traditional trade barriers and opening up international market opportunities [2] - eBay's General Manager for Greater China stated that the current period is a golden opportunity for Chinese auto parts to accelerate global expansion, particularly in the mature and stable European market [2] Group 2 - eBay launched a special incentive program for auto parts sellers to help them seize opportunities in Europe, including traffic boosts, subsidies, big data product selection, and customized training [3] - Traditional auto parts such as exterior components, chassis parts, and engine systems continue to be strong sellers, with significant sales growth reported in Germany and the UK over the past three years [3] - The demand for new energy-related products is rapidly increasing in Europe, with sales of Chinese-made charging stations on eBay's German site soaring over 600% compared to three years ago [3] Group 3 - A cross-border e-commerce company reported that after ten years on eBay, Europe has become one of their fastest-growing markets, maintaining double-digit growth this year [4] - European buyers are characterized by strong professionalism and loyalty, with purchasing power exceeding expectations, facilitating smooth business development in Germany and France [4]