天眼查App显示，近日，江苏鼎轩汽车零部件制造有限公司成立，法定代表人为郑诚，注册资本10000 万人民币，经营范围为一般项目：汽车零部件及配件制造；汽车零配件批发；汽车零配件零售；模具制 造；模具销售；机械零件、零部件加工；机械零件、零部件销售；金属材料销售；货物进出口；技术进 出口；进出口代理（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

天眼查App显示，近日，上海锦诚杉汽车配件有限公司成立，法定代表人为谢磊，注册资本50万人民 币，经营范围为一般项目：汽车零配件批发；汽车销售；摩托车及零配件批发；五金产品零售；汽车装 饰用品销售；电池销售；新能源汽车电附件销售；家用电器零配件销售；机械设备销售；机械零件、零 部件销售；润滑油销售；轮胎销售；制冷、空调设备制造；电子专用材料销售；互联网销售（除销售需 要许可的商品）；信息咨询服务（不含许可类信息咨询服务）；技术服务、技术开发、技术咨询、技术 交流、技术转让、技术推广。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）许可项 目：互联网域名注册服务。（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项 目以相关部门批准文件或许可证件为准）。 ...

Core Viewpoint - Shanghai Automotive Air Conditioning Parts Co., Ltd. reported a significant increase in revenue and net profit for Q3 2025, indicating strong performance despite external challenges [2][3]. Group 1: Financial Performance - In Q3 2025, the company achieved an operating income of 580 million yuan, a year-on-year increase of 12.11% [2]. - The net profit attributable to shareholders reached 51.59 million yuan, marking a substantial increase of 59.66% compared to the same period last year [2]. Group 2: Business Strategy and Growth - The company plans to enhance product competitiveness and expand its product range, including the development of integrated vehicle refrigerators as a new growth point [3][4]. - The focus for the upcoming year includes international business expansion and customer development for the vehicle refrigerator segment, with plans for a factory in Morocco [4]. Group 3: Product Development and Market Position - The integrated vehicle refrigerator project utilizes phase change material (PCM) technology, allowing for rapid cooling and energy efficiency, addressing traditional issues such as noise and energy consumption [5]. - The vehicle refrigerator business is in its early stages, with the first order already in production, and the company is actively seeking to expand its customer base [5]. Group 4: Financial Management and Risks - As of Q3, accounts receivable accounted for 338.41% of net profit, which is significantly higher than the industry average; however, the company reported normal cash flow and no major risks to the funding chain [6][10]. - The company has implemented measures to manage foreign exchange risks and is considering additional hedging strategies as international sales grow [8]. Group 5: Research and Development - R&D expenses increased by 38.23% year-on-year, with a focus on aligning projects with market demands and industry trends [10]. - The company is open to collaborations with academic institutions to enhance technological advancements and speed up innovation [10]. Group 6: Community and Environmental Responsibility - The company is committed to energy conservation and environmental protection, with plans to positively impact the surrounding community through initiatives such as green factories and vocational training [11]. Group 7: Shareholder Engagement - The company has acknowledged shareholder concerns regarding dividend policies and has committed to maintaining active communication and transparency regarding financial performance and strategic plans [10][13].

Wind数据显示，截至11月14日，今年以来已有71家汽车零部件上市公司发布募投项目变更公告，累计 涉及项目达99宗，超去年全年变更总数的两倍 本轮调整主要集中于两条主线：一是智能化升级，零部件企业顺应下游需求变化，将资金转投智能化零 部件产线；二是全球化布局，将原计划用于国内产线的资金，转投向海外扩产 ◎陈铭 记者 邓贞 在技术升级与全球化布局的背景下，不少汽车供应链企业主动调整了募集资金投向。 Wind数据显示，截至11月14日，今年以来已有71家汽车零部件上市公司发布募投项目变更公告，合计 涉及项目达99宗，超去年全年变更总数的两倍。上海证券报记者梳理发现，本轮调整主要集中于两条主 线：一是智能化升级，零部件企业顺应下游需求变化，将资金转投智能化零部件产线；二是全球化布 局，将原计划用于国内产线的资金，转投向海外扩产。 多位受访对象表示，这一需求变化，本质上是下游主机厂降本所导致的供应链格局重构。一些主机厂为 压缩成本、减少对单一供应商的依赖，开始重新挑选更具价格优势与响应速度优势的本土企业，为本土 供应链企业带来了"上车"机会。 空气悬架就是典型例子。拓普集团称，国内主机厂的"拆定点"行为进一步推动了 ...

Core Viewpoint - The acquisition of Jiangsu Kedasitern Automotive Technology Co., Ltd. by Lingyi Manufacturing is aimed at enhancing the company's position in the new energy vehicle parts sector and creating a second growth curve through industrial upgrades [1][2]. Group 1: Acquisition Details - Lingyi Manufacturing has decided to adjust its asset purchase plan to acquire control of Jiangsu Kedasitern using cash, moving away from the previous plan involving convertible bonds [1]. - This acquisition is expected to accelerate the integration and management of Jiangsu Kedasitern, thereby expanding Lingyi Manufacturing's overall automotive business scale [1][2]. Group 2: Business Transformation - Post-acquisition, Lingyi Manufacturing's automotive business will transition from Tier 2 to Tier 1, allowing the company to enter the automotive trim parts industry with significant market potential [2]. - The company is also set to acquire 96.15% of Zhejiang Xianglong Machinery Co., Ltd. for 2.404 billion yuan, further enhancing its automotive parts portfolio [2]. Group 3: Financial Performance - For the first three quarters of 2025, Lingyi Manufacturing reported revenue of 37.590 billion yuan, a year-on-year increase of 19.39%, and a net profit attributable to shareholders of 1.941 billion yuan, up 38.17% [3]. - In Q3 alone, the company achieved revenue of 13.965 billion yuan, marking the fifth consecutive quarter with revenue exceeding 10 billion yuan, and a net profit of 1.012 billion yuan, reflecting a 39.28% year-on-year growth [3]. Group 4: Strategic Initiatives - Lingyi Manufacturing is planning to issue H-shares to enhance its international strategy, improve overseas business layout, and increase its overall competitiveness [3].

证券日报网讯飞龙股份11月14日发布公告，在公司回答调研者提问时表示，公司在全力开拓热管理民用 领域新赛道、驱动未来价值增长的同时，始终将股东回报视为郑重承诺。公司秉持共享发展红利的理 念，致力于构建稳定、可预期的长期回报机制。自上市以来，公司已持续、稳健地实施年度现金分红， 累计回馈股东资金超10亿元，这充分体现了公司卓越的盈利能力和坚定的战略定力。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯飞龙股份11月14日发布公告，在公司回答调研者提问时表示，公司热管理集成模块产品主 要由电子泵、热管理控制阀、膨胀水壶、导流板、传感器及线束等部件组成。相较于传统单一零部件产 品，热管理集成模块价值量有显著提升，具体价值因产品构造差异而有所不同，不能一概而论。 ...

证券日报网讯飞龙股份11月14日发布公告，在公司回答调研者提问时表示，公司全球化布局的首个海外 智慧工厂——龙泰公司，已于2025年6月26日竣工试生产。龙泰公司规划产能主要面向海外客户，涵盖 发动机热管理产品及新能源热管理产品，同时将根据全球液冷发展趋势和客户需求情况，适时调整增加 产能。 （文章来源：证券日报） ...

证券日报网讯飞龙股份11月14日发布公告，在公司回答调研者提问时表示，目前公司热管理集成模块产 品主要客户有奇瑞、南京汽车、理想、吉利、岚图、上汽等。公司正与多个项目方深入交流合作，部分 项目正逐步上量，规模效应已开始显现。 （文章来源：证券日报） ...

Core Insights - The company Feilong Co., Ltd. announced on November 14 that its electronic pump series has a large customer base in the new energy thermal management sector [2] Group 1: Product Applications - The electronic pump products are utilized not only in the automotive sector but also extensively in server liquid cooling, charging pile liquid cooling, wind and solar energy storage liquid cooling, power equipment, and large machinery industrial liquid cooling [2] - The products can be integrated with the company's temperature control valves to form integrated modules, enhancing product value [2] Group 2: Market Potential - The future development space for the company's products in the thermal management field is considered vast [2]