Core Viewpoint - Wan'an Technology's subsidiary, Anhui Wan'an Automotive Parts Co., Ltd., has been selected as a supplier for a well-known domestic automotive group, marking a significant recognition of the company's development capabilities and brand quality [1] Group 1: Project Details - Anhui Wan'an received a "Centralized Procurement Designation Notice" from the client, confirming its role as a supplier for the S-C platform front subframe products [1] - The project has a lifecycle of 5 years, with mass production expected to start in 2027 [1] - The total sales amount over the project's lifecycle is estimated to be approximately 280 million yuan [1] Group 2: Implications for the Company - The designation by the client enhances the company's market competitiveness and sustainable development capabilities [1] - Anhui Wan'an is committed to meeting the client's requirements by completing product testing, production preparation, and delivery on schedule [1] - The project is not expected to have a significant impact on the company's operating performance for the current year [1]

Group 1 - Wan'an Technology's subsidiary, Anhui Wan'an, has been selected as a supplier for the S-C platform front subframe products by a well-known domestic automotive group [1] - The project has a lifecycle of 5 years, with mass production expected to start in 2027 [1] - The total sales amount for the project's lifecycle is estimated to be approximately 280 million yuan [1]

Core Viewpoint - Wan'an Technology (002590.SZ) has been selected as a supplier for the front subframe products of the S-C platform by a well-known domestic automotive group, indicating recognition of the company's development capabilities and brand quality [1] Group 1 - The project has a lifecycle of 5 years, with mass production expected to start in 2027 and a total sales amount of approximately 280 million yuan [1] - The selection by the client enhances the company's market competitiveness and sustainable development capabilities [1] - The company will adhere to the client's requirements for testing, production preparation, and delivery within the specified timeframe [1] Group 2 - The project is not expected to have a significant impact on the company's operating performance for the current year [1]

万安科技公告，控股子公司安徽万安汽车零部件有限公司收到国内某知名汽车集团的《集中采购定点通 知书》，被选定为S-C平台前副车架产品的供应商。项目生命周期为5年，预计从2027年开始量产。生 命周期销售总金额约为2.8亿元。此次定点通知书展示了公司的开发实力和质量品牌的认可，有助于提 升市场竞争力及可持续发展能力。项目对公司本年度经营业绩无重大影响。 ...

证券日报网讯 9月22日晚间，中鼎股份发布2025年中期权益分派实施公告称，公司2025年中期利润分配 方案为每10股派发现金红利0.5元（含税），股权登记日为2025年9月29日，除权除息日为2025年9月30 日。 （文章来源：证券日报） ...

A股市场板块涨跌幅排行 | 序号 | 板块 | 涨跌幅(%)▼ | 总成交量(万手)▼ | 总成交额(亿元)▼ | 净流入 (亿元) * | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 港口航运 | 1.43 | 2291.99 | 129.36 | 2.79 | 28 | 7 | | 2 | 银行 | 1.28 | 6076.86 | 455.14 | 61.08 | 40 | 1 | | 3 | 未含体 | 1.04 | 3364.01 | 2328.82 | -84.02 | 80 | 81 | | 4 | 盖我屋 | 0.73 | 1008.51 | 185.27 | -0.92 | 7 | 4 | | 5 | 电机 | 0.43 | 994.94 | 244.16 | -8.57 | ರಿ | 16 | | 6 | 风电设备 | 0.40 | 939.21 | 128.56 | -7.08 | 11 | 18 | | 7 | 其他电源设备 | 0.23 | 1060.52 | 234.78 | -10.1 ...

Group 1 - The overall market decline has narrowed, with a recovery in sentiment leading to a rise in the automotive parts sector, driven by factors such as "anti-involution," assisted driving, and robotics [1] - The automotive parts ETF closely tracks the CSI Automotive Parts Theme Index, which rose over 0.6% during the session, outperforming the market [1] - The CSI Automotive Parts Theme Index includes 100 listed companies involved in automotive system components, interior and exterior parts, automotive electronics, and tires, reflecting the overall performance of these companies [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the CSI Automotive Parts Theme Index (931230) are Huichuan Technology (300124), Fuyao Glass (600660), Sanhua Intelligent Control (002050), Top Group (601689), Sailun Tire (601058), Desay SV (002920), Yinlun Holdings (002126), Huayu Automotive (600741), Zhongke Chuangda (300496), and Wanfeng Aowei (002085), collectively accounting for 41.54% of the index [1] - The performance of individual stocks within the top ten includes Huichuan Technology at 0.10%, Fuyao Glass at -0.21%, Sanhua Intelligent Control at 3.05%, and Desay SV at 3.42%, among others [3]

Investment Rating - The report assigns an "Buy" rating for the company, marking the first coverage [2]. Core Insights - The company is accelerating its transition to renewable energy, leading to rapid growth in performance. It is expected to achieve significant revenue and profit increases in the coming years [7][8]. - The company has a strong foothold in the automotive parts sector, particularly in welding and electroplating, which are driving its performance growth [7][8]. Summary by Sections 1. Company Overview - The company has been a key supplier of automotive parts since the 1990s, initially partnering with major automakers like SAIC Volkswagen and SAIC General Motors. Recently, it has expanded its client base to include electric vehicle manufacturers such as Xiaomi, Tesla, and Li Auto [7][11]. - The company has a stable shareholding structure, with the controlling shareholders having significant industry experience [14]. 2. Business Performance - The company reported a revenue of 1.29 billion yuan in the first half of 2025, a year-on-year increase of 15.2%, and a net profit of 200 million yuan, up 27.2% year-on-year [22]. - The welding business accounted for 66% of revenue, while the electroplating business maintained a high gross margin of around 80% [20][22]. 3. Growth Drivers - The company is benefiting from high-demand clients in the electric vehicle sector, which has led to a significant increase in both revenue and profit margins [25][32]. - The company issued 520 million yuan in convertible bonds to enhance its capacity to supply parts to Xiaomi, further solidifying its market position [35]. 4. Revenue and Profit Forecast - The company is projected to achieve revenues of 30.8 billion yuan, 36.6 billion yuan, and 40.9 billion yuan for the years 2025, 2026, and 2027, respectively, with corresponding net profits of 496 million yuan, 586 million yuan, and 669 million yuan [6][59]. - The expected growth rates for revenue are 22%, 19%, and 12% for the years 2025, 2026, and 2027, respectively [59]. 5. Valuation - The report suggests that the company's price-to-earnings (PE) ratios for 2025, 2026, and 2027 will be 17.8, 15.0, and 13.2, respectively, indicating a favorable valuation compared to peers [6][62].

公告称，收购方没有在未来12个月内改变上市公司主营业务或者对上市公司主营业务做出重大调整的明 确计划；没有在未来12个月内对上市公司及其子公司的资产和业务进行出售、合并、与他人合资或合作 的明确计划，或上市公司拟购买或置换资产的明确重组计划；及中昊芯英自身现有资本证券化路径亦与 本次收购无关。 本次股份转让尚需取得上海证券交易所的合规性确认意见并在中国证券登记结算有限责任公司上海分公 司办理股份过户登记手续，以及相关法律法规要求可能涉及的其他批准，相关审批程序能否通过及通过 时间尚存在一定不确定性。 公司主要产品为汽车用高分子流体管路系统及密封系统零件及总成，主要应用于传统油车整车制造，目 前公司主营业务未发生重大变化。收购方中昊芯英无资产注入计划。 天普股份(605255)今日再度涨停，截至发稿，该股报111.28元/股，续创历史新高。至此，该股已连续15 个交易日涨停。 公司22日晚间再度提示，公司股价短期上涨幅度极大，目前已积累巨大交易风险，公司股价已严重偏离 上市公司基本面，未来存在快速下跌的风险。 ...

截至发稿，解锐累计任职时间3年219天，现任基金资产总规模20.12亿元，任职期间最佳基金回报 20.53%， 任职期间最差基金回报-0.42%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，南方基金旗下1只基金重仓川环科技。南方大数据100指数A（001113）二季度持有股数42.85 万股，占基金净值比例为1.03%，位居第七大重仓股。根据测算，今日浮亏损失约96.84万元。 南方大数据100指数A（001113）成立日期2015年4月24日，最新规模12.37亿。今年以来收益22.4%，同 类排名2308/4220；近一年收益39.19%，同类排名2713/3814；成立以来亏损12.03%。 南方大数据100指数A（001113）基金经理为解锐。 9月23日，川环科技跌5.06%，截至发稿，报42.39元/股，成交6.72亿元，换手率8.45%，总市值91.95亿 元。 资料显示，四川川环科技股份有限公司位于四川省达州市大竹县东柳工业园区，成立日期2 ...