Core Insights - Zhejiang Apac Mechatronics Co., Ltd. (referred to as "the company") held a research meeting with nine institutions, discussing capacity planning, EMB product progress, corner module solutions, and gross margin changes, indicating that corner module products have disrupted traditional steering modes, laying the foundation for intelligent driving [1][5]. Group 1: Capacity and Production - The company maintains a high capacity utilization rate, with production directly linked to vehicle sales. It plans to adjust production lines and expand capacity based on market demand for specific projects [3]. - The company has completed technical reserves for its Electronic Mechanical Brake (EMB) products but has not yet entered mass production. The market launch date will depend on customer project timelines [4]. Group 2: Product Innovation - The corner module solution integrates multiple systems, including wheel hub motors, EMB, steering systems, active suspension, and chassis domain controllers, enabling independent control of vehicle systems and significantly expanding application scenarios for intelligent driving [5]. Group 3: Financial Performance - The company reported an increase in gross margin, driven by two main factors: growth in domestic vehicle sales and new international projects, along with ongoing product structure optimization and internal cost reduction efforts [6]. - To address the annual price reduction pressures faced by vehicle manufacturers, the company plans to optimize product structure and enhance internal management efficiency [7]. Group 4: Market Position and Strategy - The company emphasizes its advantages as a domestic leader in the automotive brake system industry, including customized development for specific vehicle models, higher cost-performance ratio, and faster service response [9]. - There is a growing trend among domestic and foreign vehicle manufacturers to increase local procurement, presenting favorable development opportunities for domestic component manufacturers [10].

证券日报网讯 贝斯特11月18日在互动平台回答投资者提问时表示，公司早已布局氢燃料电池汽车核心 零部件的研发、制造、销售，产品包括：氢燃料电池汽车空压机叶轮、空压机压力回收和整流器、电机 壳、轴承盖以及功能部件等，客户已拓展至多家国内外优质企业，并且还在不断开发该领域的核心客户 群。目前，因下游市场规模等因素，该部分业务对公司整体业绩影响较小，敬请广大投资者理性看待， 注意投资风险。若相关业务达到需披露的标准或要求，公司将严格按照相关信息披露管理制度，真实、 准确、完整地履行信息披露义务。 （编辑 王雪儿） ...

Group 1 - The core point of the article is that Desay SV (002920.SZ) has confirmed that BYD is one of its clients and that it supplies components for specific models [1] Group 2 - Desay SV is actively engaged in the automotive supply chain, indicating its role in providing parts to major automotive manufacturers like BYD [1]

每经头条（nbdtoutiao）——段睿：我与蔡磊是 "找钥匙的人"，纵使生前寻不到，也要为其他渐冻症患 者铺就近路 每经AI快讯，亚太股份（SZ 002284，收盘价：12.15元）发布公告称，2025年11月17日，亚太股份接受 东北证券等投资者调研，公司副总经理、董事会秘书邱蓉等人参与接待，并回答了投资者提出的问题。 （记者 王晓波） 2025年1至6月份，亚太股份的营业收入构成为：汽车零部件占比100.0%。 截至发稿，亚太股份市值为90亿元。 ...

11月18日，宁波方正（300998）发布公告，正式同华翔启源签署战略合作协议，双方将整合研发制造资 源，在人形机器人、商业清洁机器人零件生产制造和整机应用等领域展开合作。宁波方正同华翔启源强 强联手，不但能充分发挥双方在技术积累、市场拓展等方面的优势，更是标志着公司正式进入人形机器 人供应链，为进一步布局具身智能机器人领域提供抓手。 宁波方正是全球知名汽车零部件与设备制造商，具备强大的技术优势与研发实力。公司主营塑料模具、 锂电池精密结构件、锂电池模组导电软连接件、智能装备等多种产品的设计与制造，其下游客户覆盖萨 玛汽车、佛吉亚、宁德时代（300750）、廷锋内饰、宁波华翔（002048）等一众国内外汽车零部件与新 能源企业，拥有充足的客户与市场积累。 华翔启源成立于2025年6月，是宁波华翔旗下专注于智能机器人制造的全资子公司。华翔启源以"推动智 能机器人普惠千行百业"为使命，制定了成为全球领先的硬件制造解决方案服务商的愿景目标，为国内 以及全球领先的智能机器人品牌打造机器人的本体总成和关节总成装配及测试的超级工厂，同时提供技 术先进、成本领先、质量可靠的核心部件。据公开信息，华翔启源与智元机器人合作，已 ...

| | 头八症例取人的別5名 | | | | | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | 1 | 深股通专用 | 797次 45.42% (7) | 19987.71 | 6.43% | | 2 | 机构专用 | 1645次 41.16% | 2031.88 | 0.65% | | 3 | 广发证券股份有限公司郑州农业路证券营业部 | 25次 40.00% | 1849.63 | 0.59% | | 4 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 368次 29.89% | 1821.93 | 0.59% | | 5 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 542次 31.92% | 1806.46 | 0.58% | 格隆汇11月18日｜富临精工(300432.SZ)今日跌15.58%，换手率10.81%，成交额31.1亿元。龙虎榜数据显示，三家机构买入2765万元，卖出1.17亿元，净卖出 8974万元；游资"温州帮"位列卖二席位，净卖出1.04亿元。上榜席位全天净卖出1.4 ...

Company Overview - The company maintains a high capacity utilization rate, with production levels dependent on vehicle sales. It plans to expand production lines based on market demand for specific projects [2]. - The company has technical reserves for its EMB products, which are not yet mass-produced. Market launch dates will depend on customer project schedules [2][3]. - The company has focused on corner module technology, integrating various systems to enhance vehicle functionality and support the development of intelligent driving [3]. Financial Performance - The company's gross profit margin has improved due to increased domestic vehicle sales and new international projects, alongside ongoing product structure optimization and cost reduction efforts [3]. - The company faces annual price reduction pressures from vehicle manufacturers but aims to optimize product structure and enhance internal management to address these challenges [4]. Competitive Position - As a leading domestic automotive brake system manufacturer, the company positions itself as a competitor to international brands, offering customized products with advantages in cost-effectiveness, service, and responsiveness [6]. - The company is actively pursuing opportunities as domestic automakers increase local supplier development and procurement [6]. Future Developments - Currently, the company does not have a robotics division but is researching components that may be used in robotic applications, such as ball screws and brushless motors [5].

登录新浪财经APP 搜索【信披】查看更多考评等级 来源：环球网 【环球网财经综合报道】上海通领汽车科技股份有限公司主要从事各种汽车用塑料零部件及相关模具的 研发、制造和销售，是目前国内专业生产INS/IMD等汽车系列产品的领先企业之一，主要客户覆盖了上 海通用、一汽奥迪、东风标致、东风日产等，目前该公司正在申请上市。 公开信息披露显示，2024年12月，在新三板挂牌的通领科技发布了《关于公司及相关责任主体收到自律 监管措施的公告》，披露沈岩翔在2018年2月代公司控股股东及实际控制人项春潮持有通领科技股份 37.5万股，构成股份代持违规。 具体来看，沈岩翔在2016年从项春潮处借款500万元，以每股6元认购公司37.5万股股份；但后续沈岩翔 无力偿债，2018年2月双方协商后约定，将股份转让给项春潮，沈岩翔则转为代持人。后在2024年10 月，沈岩翔以每股13.5元的价格、502.47万元的总价又受让了代持股份，从"代持人"转正为真实股东。 就此事项，全国股转公司认定，2018年的代持行为构成违规，且公司未及时披露，因此对通领科技、项 春潮、沈岩翔均出具警示函。 从上述信息来看，沈岩翔两次从项春潮处获得通领科 ...

证券代码：002536 证券简称：飞龙股份 飞龙汽车部件股份有限公司投资者关系活动记录表 司着力汽车热管理部件产品的研发、生产和销售，比如机械水泵、 排气歧管、涡轮增压器壳体（简称"涡壳"）、电子泵系列产品、温 控阀系列产品和热管理集成模块等，目前汽车水泵和涡壳两类产品 已荣获国家工信部认定的制造业单项冠军，同时大力开拓海外业 务；第二个阶段是 2017 年至今，公司在发展汽车热管理领域的基 础上，重点开拓民用领域客户和市场，助力公司快速转型升级。 目前公司拥有国家级企业技术中心，建立了上海、芜湖、内乡 和西峡四个研发中心，其中上海和芜湖为新能源热管理部件产品研 发中心，着力开发电子泵系列和温控阀系列产品，拓展电磁阀、热 管理集成模块等产品。产品销售覆盖全国市场，并出口美洲、欧洲、 东南亚等地区，已批产国内外客户 200 余家，服务全球超 300 个工 厂基地。 二、投资者互动问题解答 1、公司 2025 年前三季度毛利率同比上涨的原因是什么？ 回复：公司 2025 年前三季度毛利率同比上涨主要原因有以下三点： 一是原材料价格相对稳定；二是优化产品结构，增强市场竞争力； 三是强化内部管理，全面实施 VA/VE ...

Core Viewpoint - The company has successfully redeemed structured deposits and wealth management products, ensuring the safety and efficiency of raised funds [1] Group 1 - The company redeemed idle raised funds amounting to 100 million yuan, resulting in a financial gain of 428,400 yuan from wealth management products [1] - The company will continue to enhance the management of raised funds to ensure both safety and effectiveness [1] - The cash management redemption will not affect the progress of investment projects funded by raised capital or the company's normal production and operations [1]