| 辅导对象 | 上海玖行能源科技股份有限公司 | | --- | --- | | 成立日期 | 2014年3月4日 | | 注册资本 | 8,269.8954 万元 法定代表人 张东江 | | 注册地址 | 上海市嘉定区福海路1168号、上海市嘉定工业区1186 | | | 号2幢1层A区、2层 | | 控股股东及 | 张东江(直接持股19.13%,通过员工持股平台上海知 欣企业管理咨询合伙企业(有限合伙)持股 5.29%, | | 持 股 比 例 | | | | 合计 24.42%) | | 行业分类 | 已于 2025年 在其他交易场 所(申请)挂 | | | "C36 汽车制造业" 12月4日在全 | | | 之"C3670 汽车零部 国股转公司 | | | 牌或上市的情 | | | 挂牌,股票代 件及配件制造" 况 | | | 码 874949 | | 备 注 | 不存在近3年内提交首次公开发行股票/存托凭证并 | | | 上市申请被终止审查、不予核准、个于注册的情况 | 瑞财经 严明会 近日，上海玖行能源科技股份有限公司（以下简称：玖行能源）在上海证监局完成IPO 辅导备案，拟北交所IPO，辅导机 ...

万里扬（002434.SZ）2月24日在投资者互动平台表示，公司三款谐波关节模组的电机、谐波减速器由公 司自研自制，驱动控制系统由公司自研并委外生产。成本控制方面，一方面，公司按照汽车零部件的理 念和标准生产机器人关节模组，工艺、制造、成本等方面具备竞争优势。另一方面，关节模组生产中的 锻造、粗车、热处理以及部分精加工设备可以与公司现有变速器产品的加工设备共用，无需重复投资， 可以相应降低生产成本。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司MH25091、MH25092、MH25093三款谐波关节模 组是集电机、谐波减速器、编码器及驱动控制系统于一体的精密驱动单元，请问这种关节模组零件完全 是自主研发生产的吗？有哪些零部件是外购的？在成本控制上有什么优势？ ...

Group 1 - The core viewpoint of the news is the performance and financial details of Wantong Intelligent Control, which saw a stock price increase of 5.73% to 20.67 CNY per share, with a total market capitalization of 4.78 billion CNY [1] - Wantong Intelligent Control specializes in the research, production, and sales of tire valves, tire pressure monitoring systems (TPMS), and related tools and accessories, with its main revenue sources being metal hoses (51.27%), sensors and digital information control devices (32.91%), tire valves and other tire products (15.15%), and others (0.66%) [1] - The company is located in Hangzhou, Zhejiang Province, and was established on December 25, 1993, with its listing date on May 5, 2017 [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Invesco Great Wall holds a significant position in Wantong Intelligent Control, specifically the Invesco Great Wall Pension 2055 Five-Year Holding Mixed FOF (020350), which held 3,700 shares, accounting for 0.61% of the fund's net value [2] - The fund has a current scale of 11.80 million CNY and has achieved a return of 5.37% this year, ranking 322 out of 1,328 in its category, with a cumulative return of 22.49% since its inception [2] Group 3 - The fund manager of Invesco Great Wall Pension 2055 Five-Year Holding Mixed FOF (020350) is Jiang Hong, who has been in the position for 4 years and 161 days, managing total assets of 5.46 billion CNY [3] - During Jiang Hong's tenure, the best fund return was 31.63%, while the worst return was -16.79% [3]

其余部件如 slider 及身体件正稳步推进价格协商与产品定型，#后续增量可期。 作为确定性较高的稀缺性PEEK件供应商，目前预期差仍存。 # 恒勃股份进展更新： # 恒勃股份进展更新： 灵巧手核心零部件 sleeve 已完成报价，产品件数略有增加，#进入大批量订单流程，#确认为独供。 依托定制化材料配方与高精密加工能力，该产品盈利能力强，#毛利率中枢可观。 其余部件如 slider 及身体件正稳步推进价格协商与产品定型，#后续增量可期。 作为确定性较高的稀缺性PEEK件供应商，目前预期差仍存。 #是灵巧手产业链中少有的兼具壁垒与弹性的标的，积极推荐‼ 风险提示：产业进展不及预期 灵巧手核心零部件 sleeve 已完成报价，产品件数略有增加，#进入大批量订单流程，#确认为独供。 依托定制化材料配方与高精密加工能力，该产品盈利能力强，#毛利率中枢可观。 ...

证券日报网讯 2月12日，松芝股份在互动平台回答投资者提问时表示，在产能方面，公司根据客户的实 际订单需求，通过数字化手段实现主要生产基地联动，进而统一调配产能，有序推进配套生产与交付产 品；关于在手订单或新增业务订单量，详见公司公开披露的定期报告。 （编辑 楚丽君） ...

菱电电控公告称，2026年1月30日公司召开董事会，审议通过终止发行股份及支付现金购买资产事项并 撤回申请文件。北京市中伦文德律师事务所受委托，对2025年5月29日至2026年1月31日自查期间相关内 幕信息知情人买卖股票情况核查。结果显示，吴展松、王雯、朱坤3名自然人在自查期有买卖公司股票 行为，相关知情人及亲属均承诺交易非利用内幕信息，未进行内幕交易。相关机构无买卖情况。律师认 为，在内幕信息相关文件真实准确完整前提下，上述自然人交易不属于内幕交易，其他知情人无买卖行 为。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问贵司关于"液冷"领域的在手订单是多少元？ （文章来源：每日经济新闻） 飞龙股份（002536.SZ）2月12日在投资者互动平台表示，目前公司液冷领域相关在手订单正在有序开展 中，如有达到披露标准，公司会及时进行公告。 ...

Core Viewpoint - The acquisition plan by Debang Lighting to purchase a loss-making company has attracted regulatory scrutiny due to the premium price and the financial status of the target company [1] Group 1: Acquisition Details - Debang Lighting announced plans to acquire 67.48% of Jiali Co., a company listed on the New Third Board, for approximately 1.454 billion yuan [1] - The transaction price is significantly higher than Jiali Co.'s market value, raising concerns about the fairness of the pricing and the asset condition [1][2] - Debang Lighting justified the premium by stating that the stock's low liquidity made market prices unrepresentative, and the valuation was based on asset assessment [2] Group 2: Financial Performance and Concerns - Jiali Co. has faced declining performance, with a net loss of 13.24 million yuan from January to August 2025, and a drop in gross margin from 15.38% in 2024 to 9.71% [3][4] - The decline in profitability is attributed to increased competition in the automotive industry, significant price reductions from clients, and unexpected asset impairment losses [4][5] - Debang Lighting plans to position Jiali Co. as the sole platform for automotive lighting business post-acquisition, aiming for synergies in product development and cost management [5]

Group 1: Core Insights - The core event is the change of controlling shareholder of Aolian Electronics, with Tianjin Chaocheng Innovation Technology Co., Ltd. acquiring 19.09% of shares for 6.3 billion yuan at a price of 19.29 yuan per share, leading to a shift in actual control to Zhang Yan [1] - The acquisition raises concerns about the stability of the funding chain, as the acquiring company was established recently in October 2024 and relies on leverage for funding [1] Group 2: Stock Performance - Aolian Electronics' stock price experienced significant volatility, with a 4.72% increase on February 9, 2026, following the announcement, but subsequently fell by 1.87% and 1.40% on the following days, closing at 17.60 yuan [2] - The stock's trading range reached 8.42%, with a turnover rate of 4.72% on February 9, indicating active trading [2] - The current stock price is below the acquisition price of 19.29 yuan per share, reflecting market concerns regarding the leveraged acquisition and the company's fundamentals [2] Group 3: Financial Performance - Aolian Electronics expects a net loss of 60 million to 68 million yuan for the year 2025, primarily due to provisions for investor lawsuits affecting non-recurring gains and losses [3] - Despite a slight revenue increase of 1.08% in the first three quarters of 2025, the company's main business profitability has not improved significantly, relying on non-recurring gains for support [3] - The company has faced continuous pressure on its performance, with a reported loss of 8.506 million yuan in 2024 and a decline in net profit for three consecutive years [3] Group 4: Analyst Opinions - Analysts note that the automotive industry is highly competitive, with Aolian Electronics' revenue growth of only 1.08% in the first three quarters of 2025 falling short of the industry growth rate, where new energy vehicle production and sales increased by over 40% in the first half of 2025 [4] - The company's R&D expenses decreased by 15% year-on-year, indicating pressure from technological iterations amid the electrification transition [4] - The new controlling shareholder's focus on semiconductors may suggest potential asset injection or business transformation, but the lack of clarity regarding the actual controller's background adds uncertainty [4]

格隆汇2月10日丨宁波高发(603788.SH)公布，公司为深耕国内市场，根据客户需求及公司业务发展需 要，拟以自有资金投资设立义乌全资子公司。该项目计划投资总额不超过人民币10,000万元，包括但不 限于固定资产投资、研发投入和营运资金投入。董事会授权公司董事长指定工作人员签署及实施本次对 外投资相关事宜，包括但不限于签署投资协议、办理全资子公司注册等相关事宜。 ...