2024年1至12月份，常青股份的营业收入构成为：汽车零部件制造业占比82.62%，其他业务占比 17.38%。 每经头条（nbdtoutiao）——与美元脱钩后，暴涨102倍，揭秘黄金疯涨背后神秘的"无形之手"！专家： 推动金价上涨的逻辑没有变 每经AI快讯，常青股份（SH 603768，收盘价：12.15元）10月9日晚间发布公告称，截至2025年9月30 日，公司通过上海证券交易所交易系统以集中竞价交易方式累积回购公司股份约171万股，占公司总股 本的比例为0.7197%，回购最高成交价格为12.97元/股，回购最低成交价格为12.07元/股，支付的资金总 额为人民币2140.16万元。 （记者 王瀚黎） 截至发稿，常青股份市值为29亿元。 ...

中鼎股份（000887.SZ）10月9日在投资者互动平台表示，奇瑞是公司客户之一，目前公司已为墨甲机器 人配套头套、脚垫、密封件等相关橡胶件；同时2024年公司与上海火眼贝爱私募基金管理有限公司等合 作方共同投资设立青岛火眼瑞祥一号产业投资合伙企业（有限合伙），并通过合伙企业投资奇瑞，详情 请关注定期报告及公司公告（2024-002）。 每经AI快讯，有投资者在投资者互动平台提问：公司和奇瑞汽车同在安徽，是否存在合作关系？为奇 瑞提供什么服务？ （记者 王瀚黎） ...

中国证监会国际合作司发布关于宁波均胜电子股份有限公司境外发行上市备案通知书，公司拟发行不超 过283,239,000股境外上市普通股并在香港联合交易所上市。 ...

每经头条（nbdtoutiao）——农夫大战怡宝，抢到更多蛋糕的却是宗馥莉！农夫绿瓶上市后，怡宝上 演"滑铁卢"：市占率大跌近5个百分点 （记者 胡玲） 截至发稿，渤海汽车市值为44亿元。 每经AI快讯，渤海汽车（SH 600960，收盘价：4.64元）9月29日晚间发布公告称，公司第九届第十三次 董事会会议于2025年9月29日在公司以现场结合通讯表决方式召开。会议审议了《关于召开2025年第四 次临时股东大会的议案》等文件。 2024年1至12月份，渤海汽车的营业收入构成为：汽车零部件制造业占比96.25%，其他业务占比 3.75%。 ...

每经AI快讯，9月29日，港股耐世特(01316.HK)涨超8%，截至发稿，涨8%，报8.64港元，成交额1.85亿 港元。 ...

天眼查App显示，近日，江苏宝睿丰精密科技有限公司成立，法定代表人为黄成章，注册资本1000万人 民币，经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；新材 料技术研发；汽车零部件及配件制造；五金产品制造；五金产品零售；机械设备研发；机械设备销售； 货物进出口；技术进出口；计算机软硬件及外围设备制造；计算机软硬件及辅助设备零售；计算机软硬 件及辅助设备批发（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）。 ...

天眼查App显示，近日，惠州星力贸易有限公司成立，注册资本100万人民币，经营范围为一般项目： 铸造机械销售；数控机床销售；机床功能部件及附件销售；机械设备销售；汽车零配件批发；汽车零配 件零售；机械零件、零部件销售；普通机械设备安装服务；电子、机械设备维护（不含特种设备）；汽 车零部件及配件制造；铸造机械制造；机械设备研发；货物进出口；技术进出口。（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）。 ...

9月26日，常熟汽饰涨5.11%，截至发稿，报18.94元/股，成交1.88亿元，换手率2.78%，总市值69.39亿 元。 资料显示，江苏常熟汽饰集团股份有限公司位于江苏省常熟市海虞北路288号，成立日期1996年7月25 日，上市日期2017年1月5日，公司主营业务涉及研发、生产和销售乘用车内饰件业务。主营业务收入构 成为：汽车零部件制造业85.88%，模检具开发费等14.12%。 从常熟汽饰十大流通股东角度 数据显示，工银瑞信基金旗下1只基金位居常熟汽饰十大流通股东。工银中小盘混合（481010）二季度 新进十大流通股东，持有股数294.5万股，占流通股的比例为0.77%。根据测算，今日浮盈赚取约270.94 万元。 工银中小盘混合（481010）成立日期2010年2月10日，最新规模10.01亿。今年以来收益40.77%，同类排 名1980/8171；近一年收益77.07%，同类排名1276/8004；成立以来收益259.1%。 工银中小盘混合（481010）基金经理为李昱。 截至发稿，李昱累计任职时间7年249天，现任基金资产总规模97.67亿元，任职期间最佳基金回报 153.13%， 任职期间最差 ...

Summary of the Conference Call for 福立旺 Industry and Company Overview - 福立旺 is positioned to benefit from the 3C product boom in 2026-2027, particularly due to the new product cycle from Apple, enhancing its performance in connectors and custom springs [2][3] - The company has entered the automotive sector through self-developed products, covering sunroofs, headlights, and precision components for power systems, capitalizing on the trend of automotive intelligence [2][3] - Despite short-term profit declines due to convertible bond issuance and a sluggish photovoltaic industry, the company expects to stabilize its gross margin and see a net profit rebound by 2026 as capacity utilization improves [2][4] Core Insights and Arguments - 福立旺's core competitiveness lies in its exceptional ability in micro-component manufacturing, allowing it to maintain optimal quality and cost control across various sectors including 3C, automotive, power tools, and robotics [3] - The company anticipates significant growth in the 3C sector, particularly in the second half of 2025, driven by new Apple product launches [3][5] - Revenue projections for 2025-2027 are set at 2 billion, 2.4 billion, and 3 billion respectively, with net profits expected to reach 160 million, 250 million, and 300 million, reflecting substantial growth primarily from the 3C business recovery and new business expansions [3][12] Financial Performance - From 2020 to 2024, the compound annual growth rate (CAGR) of revenue reached 25.5%, with continued strong growth in the first half of 2025 [6] - The company faced losses in the first half of 2025 due to early construction of a new factory and extensive hiring to meet North American client orders, but expects to turn profitable in the third quarter [7] - The gross margin for precision components related to 3C remains around 35%, while the overall gross margin is expected to stabilize as capacity utilization increases [7] Business Segment Performance - In the 3C sector, 福立旺 produces connectors, custom springs, and turned keys for laptops, smartphones, and headphones, with a strong focus on North American clients [5] - The automotive segment is seeing increased demand for precision components due to the trend towards vehicle intelligence, with a growing market penetration in sunroofs [5] - The electric tools business is recovering, and while the photovoltaic sector currently has low profitability, signs of improvement are anticipated [5] Robotics Sector Development - 福立旺 is actively expanding into the robotics field, particularly in producing micro four-bar linkages and related components, with expectations of benefiting from the rapid growth of humanoid robots [2][9] - The company collaborates with leading equipment manufacturers to develop micro four-bar processing solutions and is investing in production and R&D bases [10] MIM Technology Application - The company has successfully applied Metal Injection Molding (MIM) technology, transitioning from 3C components to the robotics sector for manufacturing micro gears and bearings [11] - MIM technology allows for the production of complex-shaped small components that traditional machining methods cannot efficiently produce [11] Future Profit Forecast and Valuation - Revenue forecasts for 2025-2027 indicate growth rates of 40%, 35%, and 36%, with net profit growth rates of 200%, 50%, and 22% respectively [12] - The company's valuation remains relatively low compared to peers, with potential market value reaching 15 to 20 billion based on projected profits and contributions from the robotics sector [12]

Core Viewpoint - A new company, Danyang Lianlu Moulding Co., Ltd., has been established with a registered capital of 200,000 RMB, focusing on various manufacturing and sales activities related to molds and automotive parts [1] Company Summary - The legal representative of Danyang Lianlu Moulding Co., Ltd. is Wang Lulu [1] - The registered capital of the company is 200,000 RMB [1] - The company operates in multiple sectors including mold manufacturing, automotive parts manufacturing, and sales [1] Business Scope - The business scope includes general projects such as: - Mold manufacturing and sales [1] - Manufacturing and retail of automotive parts and accessories [1] - Remanufacturing of automotive parts [1] - Import and export of goods and technology [1] - Manufacturing and wholesale of hardware products [1] - Sales of electronic products and components [1] - Technical services, development, consulting, and transfer [1] - Manufacturing and sales of metal tools and products [1] - Labor services (excluding labor dispatch) [1]