每经AI快讯，有投资者在投资者互动平台提问：请问贵公司订单是否饱满？ （记者 王晓波） 福达股份（603166.SH）11月14日在投资者互动平台表示，公司当前在手订单状况良好，将积极推进订 单按计划交付；公司曲轴生产线与精密锻件生产线的产能建设正按计划推进。 ...

天汽模公告称，公司于2025年4月9日与德盛拾陆号签署《股权收购意向协议》，拟现金分步收购其持有 的东实股份50%股权。公司目前持有东实股份25%股权，交易完成后，东实股份将成控股子公司，预计 构成重大资产重组，不构成关联交易。截至公告披露日，尽职调查等前期工作基本完成，但需更新数 据，各方正磋商交易细节，尚未签署正式协议，最终能否合作仍不确定。 ...

每经AI快讯，爱柯迪（SH 600933，收盘价：20.1元）11月14日晚间发布公告称，公司第四届第十六次 董事会会议于2025年11月14日在公司三楼会议室以通讯表决方式召开。会议审议了《关于变更公司注册 资本并修订 <公司章程> 的议案》等文件。 2025年1至6月份，爱柯迪的营业收入构成为：汽车类占比94.4%，其他业务占比3.53%，工业类占比 2.07%。 截至发稿，爱柯迪市值为207亿元。 （记者 王晓波） 每经头条（nbdtoutiao）——展望"十五五"|专访财科院院长杨志勇：遏制地方政府新增隐性债务，债务 信息要透明，尽可能降低利息成本 ...

Core Insights - A new company, Qingyuan Yucheng Auto Parts Co., Ltd., has been established with a registered capital of 500,000 RMB [1] Company Overview - The company specializes in the manufacturing of auto parts and components, wholesale and retail of auto parts, and research and development of auto components [1] - It is also involved in the import and export of goods, manufacturing of industrial automatic control systems, and leasing of non-residential real estate [1] Business Activities - The operational scope includes general projects such as technology services, development, consulting, exchange, transfer, and promotion [1] - The company offers leasing services for photovoltaic power generation equipment and solar power generation technology services [1]

截至发稿，腾龙股份市值为55亿元。 每经头条（nbdtoutiao）——展望"十五五"|专访财科院院长杨志勇：遏制地方政府新增隐性债务，债务 信息要透明，尽可能降低利息成本 每经AI快讯，腾龙股份（SH 603158，收盘价：11.21元）11月14日晚间发布公告称，北京证券交易所于 2025年11月13日发布《北京证券交易所上市委员会2025年第31次审议会议结果公告》：公司参股公司常 州通宝光电股份有限公司符合发行条件、上市条件和信息披露要求。通宝光电为全国中小企业股份转让 系统挂牌企业，证券简称：通宝光电，证券代码：833137。截至本公告披露日，公司持有通宝光电 2,350,000股，占该公司发行前总股本的比例为4.17%。 （记者 曾健辉） 2024年1至12月份，腾龙股份的营业收入构成为：汽车零部件占比98.32%，其他业务占比1.68%。 ...

每经AI快讯，有投资者在投资者互动平台提问：预计四季度能改变集团增收不增利的局面吗？ （记者 曾健辉） 拓普集团（601689.SH）11月14日在投资者互动平台表示，尊敬的投资者您好，公司前三季度部分客户 的某些车型爬产不及预期，导致公司墨西哥工厂的产能利用率受到一定影响，折旧摊销比例有所上升， 短暂影响了利润释放，上述情况在公司预料之内。自年初以来，公司积极针对此种情况持续调整改进， 预计四季度开始将会逐步改善，谢谢。 ...

Core Viewpoint - The article discusses Bosch's strategic approach to the transformation of commercial vehicles in China, emphasizing the importance of local innovation and global integration in response to the electric and intelligent vehicle revolution driven by China's dual carbon strategy and evolving emission standards [2][4]. Group 1: Bosch's Strategy and Market Position - Bosch is committed to deepening its presence in the Chinese market while leveraging global resources to support local brands in expanding internationally [4]. - The company has established a dual strategy of "local deepening + global layout," focusing on local R&D and manufacturing capabilities to create tailored solutions for specific market needs [4]. Group 2: Transition to Market-Driven New Energy Commercial Vehicles - The penetration rate of new energy commercial vehicles in China has surpassed 30%, indicating a shift from policy-driven to market-driven growth [6]. - By 2025, the penetration rate of electric heavy-duty commercial vehicles is expected to reach 18%, with the traction vehicle segment exceeding 30% [6][7]. - Bosch anticipates that by 2030, the overall penetration rate of new energy commercial vehicles will exceed 50%, driven by strong market demand and economic benefits [7]. Group 3: Scene-Driven Solutions - Bosch is developing highly scenario-based solutions for new energy commercial vehicles, addressing diverse technical requirements for different transportation scenarios [8]. - The company focuses on three core areas: diversified power and energy management, chassis motion intelligence, and driver assistance, with three development goals: extreme safety, extreme energy efficiency, and intelligent comfort [8]. Group 4: Technological Innovations - Bosch's modular electric drive axle represents a significant innovation, allowing for flexible design and rapid adaptation to various vehicle requirements [15]. - The electric drive axle system has been developed specifically for the Chinese market, achieving significant weight reduction and efficiency improvements [15]. - Bosch's solutions have demonstrated energy savings of 5%-10% compared to industry benchmarks, with further improvements expected [11]. Group 5: Industry Collaboration and Value Creation - The transformation of commercial vehicles requires collaboration across the industry chain, with a focus on creating value for customers and the industry as a whole [17]. - Bosch aims to empower users through innovative and efficient products that prioritize safety, energy savings, and comfort [17].

本报讯(记者袁传玺)天眼查App显示，近日，张家港利氪汽车电子有限公司成立，注册资本2亿元，经营 范围包括汽车零部件及配件制造、汽车零部件研发等。股东信息显示，该公司由利氪(浙江)科技有限公 司全资持股。 ...

中国数实融合50人论坛智库专家洪勇对记者表示，中试平台承担着小批量试制、工艺放大、性能测试、 可靠性验证等任务，"本质上是把'一次能做出来'变成'次次做得稳'，对企业来说可以显著缩短研发周 期、降低试错成本，提高产业化成功率。" 从目标看，《通知》一方面要求做强一批基础较好、利用率较高的中试平台，通过升级改造扩大服务能 力；另一方面提出激活一批"暂休"的平台，通过引入专业化运营、完善开放共享机制，提高设备开机率 和外部服务占比；同时聚焦关系未来发展、关乎产业安全、中试供给紧缺的关键行业领域，最后，补齐 一批中试平台空白。 袁帅表示，当前全球制造业竞争加剧，各国都在抢占技术和产业制高点。如果在原材料、高端装备、核 心零部件等关键环节缺乏中试平台，就容易出现"实验室里有技术，但迟迟做不出稳定产品"的情 况，"补齐中试环节，是提高我国产业链韧性和整体竞争力的必答题"。 工业和信息化部日前印发《关于进一步加快制造业中试平台体系化布局和高水平建设的通知》(以下简 称《通知》)。《通知》提出，以"做强一批、激活一批、补齐一批"为主要任务，围绕中试供给紧缺的 关键行业领域推进体系化布局，突出公共服务性质和功能，明确建设路径 ...

Core Viewpoint - Feilong Co., Ltd. has successfully completed the construction and trial production of its overseas smart factory, Longtai Automotive Parts (Thailand) Co., Ltd., which is set to enhance its presence in the Southeast Asian market through partnerships with major clients such as General Motors, Ford, and Cummins [1] Group 1 - The overseas smart factory in Thailand was completed and began trial production on June 26, 2025 [1] - The company has established partnerships with significant clients including General Motors, Ford, and Cummins [1] - The factory aims to expand the company's overseas business and penetrate the Southeast Asian market [1]