宏鑫科技公告，拟以全资子公司泰瑞工业（泰国）有限公司为项目实施主体，通过增资或借款的方式以 自有及自筹资金在泰国投资建设轮毂生产项目，项目计划新增投资约5000万美元（含前期购买土地费 用，项目总投资额以实际投资建设情况为准）。 ...

公告称，公司现有泰国合金科技基地主要专注商用车铝轮和部分乘用车轮，无法满足海外乘用车轮需 求，急需增建新产线。 智通财经APP讯，宏鑫科技(301539.SZ)公告，公司拟以全资子公司泰瑞工业(泰国)有限公司为项目实施 主体，通过增资或借款的方式以自有及自筹资金在泰国投资建设轮毂生产项目，项目计划新增投资约 5000万美元。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002510 | 天汽模 | 7.79 | 10.03% | 74.40万 | | 5.70亿 | | 000901 | 航天科技 | 30.25 | 10.00% | 128.07万 | | 37.05亿 | | 603950 | 长源东谷 | 31.05 | 9.99% | 11.91万 | | 3.53亿 | | 300912 | 凯龙高科 | 17.57 | 9.13% | 7.66万 | | 1.31亿 | | 300375 | 鹏翎股份 | 5.60 | 7.90% | 77.44万 | | 4.23亿 | | 301005 | 超捷股份 | 172.78 | 7.84% | 17.03万 | | 28.83亿 | | 603037 | 凯众股份 | 17.03 | 7.38% | 47.31万 | | 8.01亿 | | 603926 | 铁流股份 | 18.09 | 7.30% | 13.68万 | | 2.47亿 ...

科华控股公告，2026年1月8日，公司控股股东、实际控制人卢红萍与陈洪民及其一致行动人签署《股份 转让协议》，陈洪民及其一致行动人将其合计持有的公司976.61万股无限售条件流通股股份（占公司总 股本的5.02%）转让给卢红萍，转让价格为18.93元/股，转让价款为1.85亿元。此次协议转让尚需通过上 海证券交易所合规性审核，并在中国证券登记结算有限责任公司上海分公司办理过户手续。 ...

Market Performance - On January 8, A-shares experienced a collective adjustment, with the Shanghai Composite Index down by 0.07% to 4082.98 points, the Shenzhen Component Index down by 0.51% to 13959.48 points, and the ChiNext Index down by 0.82% to 3302.31 points [1] Fund Manager Changes - On January 8, a total of 24 fund managers experienced changes in their positions, with 19 fund products announcing departures of fund managers, involving 9 individuals. The reasons for these changes included 6 due to job changes and 3 due to personal reasons [3] - In the past 30 days (December 9 to January 8), 585 fund products saw their fund managers leave, indicating a significant turnover in the industry [3] New Fund Managers - On January 8, 34 fund products announced new fund manager appointments, involving 17 new managers. Notably, Liu Xiaocheng from Manulife Fund has a total fund asset scale of 2.247 billion, with a highest return of 89.20% on the Xinhua Preferred Consumption Mixed Fund during his tenure [5] Fund Research Activity - In the past month (December 9 to January 8), Huaxia Fund conducted the most company research, engaging with 44 listed companies, followed by Bosera Fund with 43 and Southern Fund with 35 [6][7] - The automotive parts industry was the most researched sector, with 160 instances of fund company engagement, followed by the computer equipment sector with 140 instances [6][7] Recent Fund Research Focus - In the last week (January 1 to January 8), Chaojie Co., a company in the automotive parts sector, was the most researched, with 37 fund institutions participating in the research [8] - The most focused stock in the past month was Zhongke Shuguang, with 117 fund management companies conducting research, followed by Haiguang Information and Chang'an Automobile [9]

2025Q3 业绩稳中有升，加速推进全球化战略 —易实精密（920221.BJ）公司事件点评报告 2026 年 01 月 08 日 买入(维持) 事件 | | | | 基本数据 | 2026-01-07 | | --- | --- | | 当前股价（元） | 17.38 | | 总市值（亿元） | 20 | | 总股本（百万股） | 116 | | 流通股本（百万股） | 62 | | 52 周价格范围（元） | 14.46-26.71 | | 日均成交额（百万元） | 67.83 | 市场表现 -20 0 20 40 60 80 100 120 (%) 易实精密 沪深300 资料来源：Wind，华鑫证券研究 相关研究 公司 2025Q3 营收 0.86 亿元，同比+8.12%；归母净利润 0.14 亿元，同比+2.28%，主业稳步增长。同时，公司拟对其德国 全资子公司 EC Precision (Germany) GmbH 增加投资总额， 本次增加投资额不超过 790 万欧元，加速推进全球化布局。 投资要点 ▌ 业绩稳健增长，盈利能力保持稳定 营业收入稳步上升，整体业绩符合预期。2025Q3 实现营业收 入 ...

Core Viewpoint - Ningbo Peiyuan Co., Ltd. has received acceptance for its IPO application on the Beijing Stock Exchange, with a focus on the research, production, and sales of automotive parts, particularly shock absorber components and hydraulic systems [3] Financial Performance - Revenue projections for Peiyuan Co. from 2022 to 2025 are as follows: 5.51 billion yuan in 2022, 6.1 billion yuan in 2023, 6.52 billion yuan in 2024, and 3.32 billion yuan for the first half of 2025 [3] - Net profit attributable to the parent company is projected to be 69.22 million yuan in 2022, 75.82 million yuan in 2023, 59.63 million yuan in 2024, and 34.69 million yuan for the first half of 2025 [3] Shareholder Structure - The major shareholders of Peiyuan Co. include Yu Peijun (26.07%), Zhang Peiqin (24.74%), Yu Keyu (39.55%), and Tian Yu (0.37%), collectively holding 90.73% of the shares [4][5] - Yu Peijun has been serving as the chairman and general manager since the company's establishment, indicating significant influence over operational decisions [5][6] IPO Fundraising Purpose - The IPO aims to raise 297 million yuan, which will be allocated to increase production capacity for 17 million shock absorber piston rods, supplement working capital, and repay bank loans [10][11]

Core Viewpoint - Ningbo Peiyuan Co., Ltd. has received acceptance for its IPO application on the Beijing Stock Exchange, with sponsorship from Zhongtai Securities and auditing by Rongcheng Accounting Firm [2]. Financial Performance - Revenue projections for Peiyuan Co. are as follows: CNY 551 million for 2022, CNY 610 million for 2023, CNY 652 million for 2024, and CNY 332 million for the first half of 2025 [2]. - Net profit forecasts are: CNY 69.22 million for 2022, CNY 75.82 million for 2023, CNY 59.63 million for 2024, and CNY 34.69 million for the first half of 2025 [2]. Shareholder Structure - Major shareholders include Yu Peijun (26.07%), Zhang Peiqin (24.74%), Yu Keyu (39.55%), and Tian Yu (0.37%), collectively holding 90.73% of the company [3][4]. - The four major shareholders have signed a joint action agreement, ensuring they act in concert regarding shareholder decisions [4]. Corporate Governance - Yu Peijun has been the Chairman and General Manager since the company's inception, indicating significant influence over operational and managerial decisions [4][5]. - The company has a stable management team with extensive experience in the automotive parts industry [7][8][9][10][11].

（联合动力上市敲钟仪式） 与2024年相比，2025年，江苏公司A股IPO数量和募资总额均有所增长，2024年，江苏一个有16家公司 在A股上市，募资总额约95亿元。 2025年已经收官，我们循例盘点过去一年，江苏省IPO情况。 A股市场，2025年，一共有29家江苏公司完成IPO，其中北交所8家、沪市主板8家、创业板8家、科创板 4家、深市主板1家。 2025年，全国一共有117家公司在A股上市，江苏占比约24.78%，数量位居全国第一。 过去一年，江苏29家新股合计募资资金209亿元，其中联合动力、强一股份、德力佳、锡华科技募资总 额超过10亿元，分别达到36.01亿元、27.56亿元、18.67亿元、10.10亿元。 | 市值排名 | 旺粥代码 | 旺勢名称 | 发上市日 | 发都集团金(亿元) | 与服务 | 高值(亿) | 行业 | 实际控制人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 301656.SZ | 联合动力 | 2025-09-25 | 36.01 | 苏州市 | 652.18 | 汽车零部件 | 未兴 ...

Core Viewpoint - The company, Meilixin Technology Co., Ltd., is strategically positioning itself in the liquid cooling sector to meet the growing demand for efficient heat dissipation driven by the explosive growth in global data centers, high-performance computing, and artificial intelligence [2] Company Overview - Meilixin was established on May 14, 2001, and went public on April 24, 2023. The company specializes in the research, production, and sales of aluminum alloy precision die-casting parts in the communication and automotive sectors [7] - The revenue composition of the company is as follows: automotive components 64.79%, communication structural parts 29.88%, and other components 5.33% [7] Business Strategy - The company has established a strategic focus on liquid cooling technology, which is applicable in three main areas: new energy vehicles, communication heat dissipation, and data centers. This initiative aims to provide customized solutions to meet market demands for efficient cooling [2] - Meilixin is a core supplier of aluminum alloy precision die-casting parts for major communication equipment manufacturers, including Huawei and Ericsson, making it one of the most competitive companies in this field [3] Financial Performance - As of September 30, 2025, Meilixin reported a revenue of 2.82 billion yuan, representing a year-on-year growth of 8.93%. However, the net profit attributable to shareholders was -215 million yuan, a significant decrease of 347.98% compared to the previous year [8] - The company has distributed a total of 25.27 million yuan in dividends since its A-share listing [9] Shareholder Information - As of September 30, 2025, the number of shareholders for Meilixin was 17,800, a decrease of 9.35% from the previous period. The average number of circulating shares per person increased by 10.32% to 6,108 shares [8]