异动分析 汽车热管理+空气能热泵+新能源汽车+人民币贬值受益+特斯拉概念 1、苏州众捷汽车零部件股份有限公司主营业务是从事汽车热管理系统精密加工零部件的研发、生产和 销售。主要产品包括汽车空调热交换器及管路系统、油冷器、热泵系统、电池冷却器、汽车发动机系统 等汽车零部件。 2、根据2025年7月7日互动易：公司产品已应用于二氧化碳热泵系统 3、2025年7月7日互动易：公司的主要产品有电池冷却器零部件包括新能源汽车电池热管理系统冷却器 中的法兰、进出水管、连接件、支架等产品。 4、根据2024年年报，公司海外营收占比为78.17%，受益于人民币贬值。 5、根据2025年4月14日互动易：公司已经成为特斯拉、比亚迪供应商。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 来源：新浪证券-红岸工作室 2月24日，众捷汽车涨11.07%，成交额3.23亿元，换手率33.17%，总市值49.54亿元。 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额2713.14万，占总成交额的9.09%。 技术面：筹码平均交易成本为38.17元 该股筹码平均交易成本为38.17元，近期该股有吸 ...

Core Viewpoint - The company is focusing on liquid cooling technology, primarily utilizing cold plate liquid cooling while also advancing the research and application of immersion liquid cooling technology [1] Group 1 - The company is actively responding to market demands by selecting industry trends that align with its development direction [1] - The company aims to steadily advance its technology solutions in the liquid cooling sector [1]

格隆汇2月24日丨飞龙股份(002536.SZ)在投资者互动平台表示，公司液冷领域产品在技术方案层面，当 前以冷板式液冷技术为主，同时也在积极推进浸没式液冷技术的研发与应用。我们将持续紧跟市场需 求，选择符合行业趋势并适合自身发展的方向稳步推进。 ...

Core Viewpoint - The company has developed a new material, Avatar niobium micro-alloy, which offers high strength, good toughness, low cost, and low carbon emissions, and is currently being mass-produced in the wheel industry [1] Group 1 - The Avatar niobium micro-alloy material can achieve a maximum strength of 2000 MPa, which is approximately twice that of titanium alloys and five times that of aluminum alloys [1] - The material effectively contributes to weight reduction, cost savings, and carbon emission reduction [1] - The company has also developed robotic components and is collaborating with multiple robotics companies [1]

2月24日，山子高科涨5.4%，截至发稿，报4.88元/股，成交25.36亿元，换手率5.58%，总市值487.88亿 元。 资料显示，山子高科技股份有限公司位于浙江省杭州市余杭区五常街道爱橙街1号阿里巴巴数字生态创 新园10幢3单元605室，成立日期1998年8月31日，上市日期2000年6月22日，公司主营业务涉及无级变速 器和汽车安全气囊气体发生器的研发、生产和销售以及房地产开发和销售。主营业务收入构成为：汽车 安全气囊气体发生器51.89%，汽车动力总成18.69%，物业管理14.64%，整车销售7.23%，其他4.79%， 酒店经营2.46%，房产销售0.30%。 从基金十大重仓股角度 数据显示，格林基金旗下1只基金重仓山子高科。格林研究优选混合A（011977）四季度持有股数21.01 万股，占基金净值比例为0.99%，位居第六大重仓股。根据测算，今日浮盈赚取约5.25万元。 格林研究优选混合A（011977）成立日期2021年8月19日，最新规模6912.69万。今年以来收益4.34%， 同类排名4309/8994；近一年收益44.89%，同类排名1998/8199；成立以来收益31.18%。 ...

开源证券研报指出，松原安全为本土被动安全领先玩家，以安全带起家，切入安全气囊、方向盘业务； 通过垂直整合强化关键零部件自研，打造优异的产品竞争力和成本优势；客户端从自主逐步拓展到合资 和外资，目前覆盖吉利、奇瑞、理想、零跑、斯特兰迪斯等。全球被动安全市场空间广阔，公司有望有 望通过自身竞争力形成具有全球竞争力的汽车安全巨头，看好公司未来发展。预计公司2025-2027年实 现收入27.34/35.91/48.61亿元，实现归母净利润4.02/5.37/7.58亿元，EPS分为别0.85/1.14/1.60元/股，当前 股价PE分别为27.6/20.6/14.6倍，首次覆盖给予"买入"评级。 ...

Group 1 - The core point of the news is that Zhongbing Hongjian's stock price increased by 5.03% to 19.62 CNY per share, with a trading volume of 785 million CNY and a turnover rate of 2.93%, resulting in a total market capitalization of 27.322 billion CNY [1] - Zhongbing Hongjian Co., Ltd. is located in Nanyang, Henan Province, and was established on March 10, 1998, with its listing date on October 8, 1993. The company specializes in the research, production, and sales of superhard materials and their products, internal combustion engine parts, and military products such as large-caliber shells, rockets, missiles, and ammunition [1] - The revenue composition of Zhongbing Hongjian includes special equipment at 53.87%, superhard materials and products at 37.35%, automotive parts at 5.73%, and special vehicles at 3.05% [1] Group 2 - From the perspective of the top ten circulating shareholders, Guotai Fund has a fund that ranks among them. The Guotai Zhongzheng Military Industry ETF (512660) reduced its holdings by 1.5593 million shares in the third quarter, holding a total of 8.1249 million shares, which accounts for 0.58% of the circulating shares [2] - The Guotai Zhongzheng Military Industry ETF (512660) was established on July 26, 2016, with a latest scale of 10.652 billion CNY. It has achieved a return of 7.9% this year, ranking 1638 out of 5580 in its category, and a return of 44.16% over the past year, ranking 1212 out of 4297 [2] - The fund manager of Guotai Zhongzheng Military Industry ETF (512660) is Ai Xiaojun, who has a cumulative tenure of 12 years and 46 days, managing total fund assets of 188.936 billion CNY, with the best fund return during his tenure being 327.02% and the worst being -46.54% [2]

Core Viewpoint - Tianrun Industrial (SZ002283) experienced a limit-up on February 24, 2026, reaching a price of 10.07 yuan, with a 10.05% increase, and a total market capitalization of 11.474 billion yuan [1] Group 1: Stock Performance - Tianrun Industrial's stock reached a limit-up price of 10.07 yuan, reflecting a 10.05% increase [1] - The total trading volume on that day was 893 million yuan [1] Group 2: Reasons for Stock Surge - The stock surge is attributed to a steady progress in the company's share repurchase plan, having completed 25.697 million yuan, which is 102.8% of the lower limit of the plan, and repurchased a total of 4.662 million shares at prices significantly below the upper limit [2] - The stability of the management team, including the re-election of the chairman and key executives, has ensured strategic continuity, while newly nominated independent directors meet regulatory requirements, contributing to a stable governance structure [2] - Tianrun Industrial's diversified business model includes internal combustion engine parts, tooling and mold manufacturing, automation equipment, and vehicle air suspension systems, which may have benefited from positive movements in the automotive parts sector [2] - The influx of large orders or main funds on that day likely contributed to the stock price increase, alongside technical indicators such as the MACD forming a golden cross [2]

易方达价值回报混合（025057）基金经理为唐博伦。 截至发稿，唐博伦累计任职时间1年301天，现任基金资产总规模83.3亿元，任职期间最佳基金回报 52.98%， 任职期间最差基金回报2.31%。 2月24日，富维股份涨5.05%，截至发稿，报10.40元/股，成交9176.96万元，换手率1.22%，总市值77.28 亿元。 从基金十大重仓股角度 数据显示，易方达基金旗下1只基金重仓富维股份。易方达价值回报混合（025057）四季度持有股数 435.97万股，占基金净值比例为2.2%，位居第三大重仓股。根据测算，今日浮盈赚取约217.99万元。 易方达价值回报混合（025057）成立日期2025年8月15日，最新规模19.85亿。今年以来收益6.9%，同类 排名2739/8994；成立以来收益5.53%。 资料显示，长春富维集团汽车零部件股份有限公司位于吉林省长春市汽车经济技术开发区东风大街5168 号，成立日期1993年6月28日，上市日期1996年8月26日，公司主营业务涉及汽车座椅、仪表板、门板、 座椅骨架、保险杠、门槛总成、前围模块总成、散热器格栅总成、扰流板、后视镜、汽车滤清器、汽车 照明装置、 ...

上 市 公 司 公 司 研 究 / 公 司 深 度 市场数据： 2026 年 02 月 13 日 收盘价（元） 51.18 一年内最高/最低（元） 91.27/30.63 | 市净率 | 4.5 | | --- | --- | | 股息率%（分红/股价） | 0.29 | | 流通 A 股市值（百万元） | 6,127 | | 上证指数/深证成指 4,082.07/14,100.19 | | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 09 月 30 日 | | --- | --- | | 每股净资产（元） | 11.34 | | 资产负债率% | 26.39 | | 总股本/流通 A 股（百万） | 133/120 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： -100% 0% 100% 200% 02-13 03-13 04-13 05-13 06-13 07-13 08-13 09-13 10-13 11-13 12-13 01-13 02-13 雷迪克 沪深300指数 (收益率) 证券分析师 王珂 A023052112000 ...