格隆汇1月28日丨众泰汽车(000980.SZ)公布，预计2025年亏损28,100.00万元-41,700.00万元，扣非亏 损28,600.00万元-42,500.00万元，营业收入45,400.00万元-68,000.00万元。2025年，公司处于整车板块业 务重启与历史遗留问题化解的关键攻坚阶段，报告期内业绩预计亏损，主要系公司历史遗留问题，导致 整车板块业务基本处于停工状态；同时，为维持公司基本框架、推进复工复产计划，公司仍需承担必要 的管理费用、财务费用等刚性固定支出，进而造成主营业务层面持续亏损。 ...

马年新春的喜庆氛围尚未褪去，上市公司的人事布局已率先按下"刷新键"。 根据同花顺数据，1月1日至1月28日，A股公布董事长、总经理、财务总监等高管的辞职、离任公告达340份，涉及314家上市公司。其中，离职原因包括届 满、退休、个人生活变动等，也有部分管理人员是因触犯监管问题或涉法而辞去职务。 随着管理层的变更，公司的战略布局与经营举措或也将随之更新，进而影响企业活力与股价，这也成为马年新春后市场最大的变量之一。 通过梳理公告内容可得知，涉及公司董事长离任或辞职的公告共32个，涉及上市公司为31家，包括万东医疗、毅昌科技、妙可蓝多、长江投资、国际复材、 天坛生物、百傲化学、保变电气、宁夏建材、红星发展、天域生物、中国核建、*ST天龙、中科美菱、长虹美菱、博科测试、陕天然气、白银有色、许继电 气、富煌钢构、贵研铂业、永清环保、浪潮软件、越秀资本、汉嘉数智、中顺洁柔、兴蓉环境、华天酒店、润邦股份、北方国际、博科测试。 | 证券代码 · 证券简称 | | ▼ 公告日期 | ▼ 公告标题 | | --- | --- | --- | --- | | 600055.SH 万东医疗 | | 2026-01-27 | 万东医 ...

众泰汽车（000980）(000980.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净亏损2.81亿 元至4.17亿元;扣除非经常性损益后的净亏损2.86亿元至4.25亿元。 2025年，公司处于整车板块业务重启与历史遗留问题化解的关键攻坚阶段，报告期内业绩预计亏损，主 要系公司历史遗留问题，导致整车板块业务基本处于停工状态;同时，为维持公司基本框架、推进复工 复产计划，公司仍需承担必要的管理费用、财务费用等刚性固定支出，进而造成主营业务层面持续亏 损。 ...

智通财经APP讯，众泰汽车(000980.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净亏损 2.81亿元至4.17亿元;扣除非经常性损益后的净亏损2.86亿元至4.25亿元。 2025年，公司处于整车板块业务重启与历史遗留问题化解的关键攻坚阶段，报告期内业绩预计亏损，主 要系公司历史遗留问题，导致整车板块业务基本处于停工状态;同时，为维持公司基本框架、推进复工 复产计划，公司仍需承担必要的管理费用、财务费用等刚性固定支出，进而造成主营业务层面持续亏 损。 ...

Core Viewpoint - Zotye Auto has secured a 400 million yuan loan from Zhejiang Yongkang Rural Commercial Bank, with 343 million yuan already received, indicating potential plans for resuming production and recruitment efforts [1][2] Funding and Financial Strategy - The loan is intended for repaying specific bank creditors and resuming operations, suggesting that a significant portion may be used for debt restructuring rather than new vehicle development [2] - Zotye's survival hinges on its "shell resources," allowing it to avoid delisting despite past financial struggles, as it holds dual production qualifications for both fuel and new energy vehicles [2][3] Recruitment and Market Position - Following the funding, Zotye has initiated a recruitment drive for 49 core R&D positions, focusing on new energy systems and intelligent driving, signaling a commitment to revitalize its operations [2][3] - However, the scale of the recruitment is minimal compared to industry standards, where competitors invest billions in R&D and employ thousands of engineers, highlighting Zotye's limited capacity to compete effectively [3] Industry Context and Challenges - The automotive market has evolved significantly, with competitors like BYD and tech giants raising the bar for vehicle technology and pricing, making it challenging for Zotye to regain market share [4] - Zotye's previous branding as "the poor man's Porsche" is now a liability, as consumer preferences shift towards original designs and core technologies, complicating its efforts to rebuild trust and market presence [4] Future Strategies - Zotye's potential paths for survival may include focusing on overseas markets or transitioning to an OEM model, leveraging existing resources to produce cost-effective vehicles for export [5] - The company may also consider becoming a contract manufacturer, providing production capacity to other firms, as the landscape shifts towards companies with strong technological foundations [5]

Core Viewpoint - The company, Changchun Yingli Automotive Industry Co., Ltd., is forecasting a significant net loss for the year 2025, indicating a challenging financial outlook due to various market pressures and operational inefficiencies [2][3]. Group 1: Performance Forecast - The company expects a net profit attributable to shareholders of the parent company to be between -90 million and -60 million yuan for the year 2025 [2][3]. - The forecasted net profit, after deducting non-recurring gains and losses, is projected to be between -104 million and -74 million yuan [2][3]. Group 2: Previous Year Performance - In the previous year, the company reported a total profit of 41.24 million yuan, with a net profit attributable to shareholders of the parent company at 48.82 million yuan [5]. - The net profit after deducting non-recurring gains and losses was 39.09 million yuan [5]. Group 3: Reasons for Performance Decline - The anticipated decline in performance for 2025 is attributed to intensified competition in the automotive industry, significant fluctuations in market demand, and unmet order expectations [7]. - High capital investments from previous periods and underutilized production capacity have also contributed to the expected losses [7]. - The company is implementing cost reduction and efficiency enhancement measures, focusing on lean management to improve core competitiveness and operational efficiency [7].

1. Report Industry Investment Rating - No relevant information found 2. Core Viewpoints of the Report - The Indian government will significantly reduce tariffs on EU imports, which is expected to save about 4 billion euros in annual tariffs for European products [2] - The People's Bank of China plans to expand the scope of macro - prudential policies and improve RMB cross - border use policies [2] - Trump plans to raise tariffs on South Korean imports, and South Korea is discussing countermeasures [3] - The increase in US core capital goods orders in November exceeded expectations, indicating a strong performance of the US economy in Q4 2025 [3] - The short - term upward space of the bond market is limited, but there may be room for compression of the long - term spread. It is recommended to wait and see in the short term and consider a small - position layout for the long - end spread compression strategy [4][5] - The precious metals market has strong upward momentum, but the operation is difficult due to high volatility. It is recommended to enter or replenish long positions after the volatility decreases [6][8] - The container shipping index is expected to fluctuate weakly. Hedging positions should be held, and forward arbitrage profits between EC2604 and EC2608 contracts can be gradually reduced [9] 3. Summary by Relevant Content 3.1. Daily News - India will gradually reduce the tariff on EU automobiles from 110% to 10% with a quota of 250,000 vehicles per year, and will completely cancel auto parts tariffs in 5 - 10 years. Tariffs on machinery, chemicals, and pharmaceuticals will also be mostly removed. High tariffs on EU agricultural products will also be reduced or removed, saving about 4 billion euros in annual tariffs for European products [2] - The People's Bank of China will expand the scope of macro - prudential policies, judge potential financial risks, and improve RMB cross - border use policies [2] - Trump plans to raise tariffs on South Korean cars, timber, and pharmaceuticals to 25%, and South Korea is discussing countermeasures [3] - US core capital goods orders in November increased by 0.7% month - on - month, exceeding the expected 0.3%, indicating a strong performance of the US economy in Q4 2025 [3] 3.2. Variety Views 3.2.1. Treasury Futures - On Tuesday, the treasury bond market continued to fluctuate narrowly. Trump's plan to raise tariffs on South Korea had a muted impact on the bond market. The central bank conducted 402 billion yuan of 7 - day reverse repurchases, with 324 billion yuan of reverse repos maturing, resulting in a net injection of 78 billion yuan. The money market was loose, with DR001 down 5BP to 1.36% and DR007 up 1BP to 1.58% [4] - Since mid - January, treasury bonds have been on a recovery path, mainly driven by the correction of pessimistic expectations. At the beginning of the year, treasury futures were under pressure due to expectations of stable growth and concerns about supply. After the regulatory authorities cooled the equity market in mid - January, the impact of risk appetite on the bond market weakened. The central bank's net injection of 700 billion yuan through MLF and the slower - than - expected issuance of local bonds have supported the bond market in the short term [4] - Currently, the bond market recovery is nearing its end, and the valuation is relatively neutral. Without new positive drivers, the short - term upward space may be limited. It is recommended to wait and see. The long - term spread between 30 - year and 10 - year treasury bonds is high, and investors can consider a small - position layout for the long - end spread compression strategy [5] 3.2.2. Precious Metals - In the Asian session today, the precious metals sector opened lower and moved higher, but with increased volatility and significant divergence. Domestic gold and silver rose 1.52% and 7.25% respectively, while platinum and palladium fell 4.61% and 2.08% respectively [6] - In the past two weeks, the precious metals sector has shown strong performance. Domestic gold, silver, platinum, and palladium have risen 17%, 65%, 32%, and 20% respectively since the beginning of the year. The short - term fluctuations of silver are affected by factors such as commodity position adjustment, Trump's "TACO" policy, and the issue of the Fed's independence [6] - Trump's "TACO" policy has little impact on the upward trend of precious metals. The issue of the Fed's independence remains complex, and the inventory shortage in the market continues. Although silver may have reached a short - term peak, the adjustment space is expected to be limited. It is recommended to enter or replenish long positions after the volatility decreases [7][8] 3.2.3. Container Shipping Index - On Tuesday, the main contract of the container shipping index closed slightly lower with reduced trading volume, and trading sentiment became more cautious. Before the Spring Festival, export transportation demand decreased, and shipping companies continued to cut prices to attract customers, putting pressure on the index. However, geopolitical risks in the Red Sea and the potential for pre - policy - adjustment export rush may support the index. Fundamentally, the spot market faces pressure from pre - Spring Festival cargo collection and sufficient capacity supply, and the index is expected to fluctuate weakly. Hedging positions should be held, and forward arbitrage profits between EC2604 and EC2608 contracts can be gradually reduced [9] 3.3. Future Key Data - Tonight at 23:00, the US January Conference Board Consumer Confidence Index will be released, with a previous value of 89.1 and a forecast of 90.6 [13] - Tomorrow at 23:30, the change in US EIA crude oil inventories for the week ending January 23 will be released, with a previous value of 3.602 million barrels [14]

转自：北京青年报客户端 1月27日，北京青年报记者从北京海关获悉，作为北京地区唯一一家开展整车加工贸易出口的企业，2025年北京现 代加工贸易整车出口2.2万余台，货值26亿元，同比增长24%；新增汽车发动机出口业务表现亮眼，加工贸易出口 10.7万余台、货值16.8亿元，实现了整车与发动机出口双提升。 在北京现代汽车有限公司顺义工厂车间，生产线满负荷运转，一辆辆汽车排列整齐，即将发往海运口岸，出口韩 国。这背后离不开北京海关所属顺义海关的精准帮扶。顺义海关与北京现代建立常态化交流机制，针对企业上下 游生产制造链联动堵点，顺义海关指导企业通过外发加工、深加工结转、保税备货等业务，充分盘活配套企业及 厂区间的协同联动，助力企业顺利布局关键零部件、汽车发动机等新产品的加工贸易生产，为产品推陈出新、拓 展海外市场夯实基础。 盘点核查核销一直是关企双方共同面对的难题，海关"企业自查结果认可模式"的出台，成为了解题的关键抓手。 2025年3月，海关总署推广实施该模式。被核查企业按照海关要求，自行对特定核查事项进行验核查证，确认自身 生产经营行为的真实性、合法性，并将自查结果反馈海关，海关对被检查人的自查结果予以审查。" ...

格隆汇1月27日丨英利汽车(601279.SH)公布，经财务部门初步测算，预计公司2025年年度实现归属于母 公司所有者的净利润为-9,000万元到-6,000万元，与上年同期相比，将出现亏损。预计公司2025年年度 实现归属于母公司所有者的扣除非经常性损益后的净利润为-10,400万元到-7,400万元。 本报告期，受汽车行业竞争加剧等因素影响，市场需求波动较大，订单未达预期，叠加公司前期资本投 入较高，部分项目产能未充分释放，规模效应尚不明显等因素，综合导致公司 2025 年度经营业绩下 降。面对当前市场环境，公司积极实施降本增效措施，持续推进精益化管理，公司将以市场发展及客户 需求为导向，不断提升核心竞争力，持续加大市场开发力度，进一步提升管理及生产经营效率，努力提 升公司盈利水平。 ...

国家知识产权局信息显示，安徽江淮汽车集团股份有限公司申请一项名为"一种基于哈希树的流式OTA 下载验签安装方法"的专利，公开号CN121396968A，申请日期为2025年10月。 专利摘要显示，本发明属于电子控制技术领域，具体涉及一种基于哈希树的流式OTA下载验签安装方 法，云端对软件包处理流程包括零部件软件包上传，服务器分块处理，计算叶子节点哈希，构建中间节 点，递归向上生成根节点，生成哈希树结构，流式压缩及生成URL；车端对软件包处理部分包括URL获 取及list.json解析，下载和解压，完整性校验，刷写及验证。本技术方案使用哈希树进行校验，安全系 数较高。用户在进入到安装过程中时，可用车，仅最后进行安装重启，无需长时间安装等待。终端无需 下载完整升级包后验签，可实现边下边安，且当校验某一单元错误时仅需重新下载错误部分，节省流 量，且由于边下边安，无需占用文件系统整包的存储空间资源。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 财经频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树 天眼查资料显示，安徽江淮汽车集团股份有限公司，成立于1999年，位于 ...