2025年9月23日共1只新股启动上市，为上交所主板友升股份。友升股份IPO首发价为46.36元/股，发行 市盈率为22.31倍，共发行4826.71万股，网上发行3199.1万股。公司主营业务为铝合金汽车零部件的研 发、生产和销售，专注于轻量化汽车零部件领域。 ...

Core Viewpoint - The transformation journey of YouSheng Co., from focusing on industrial aluminum profiles to specializing in high-end components for new energy vehicles, reflects the resilience and strategic foresight of Chinese automotive parts manufacturers in the face of industry changes [1][3][4]. Company Transformation - YouSheng Co. was established in 1992, initially focusing on industrial aluminum profiles with a registered capital of 4 million USD [3][4]. - The company faced operational challenges and a need for transformation around 2003 due to market saturation and external pressures from foreign shareholders [4][5]. - The strategic shift from "industrial aluminum profiles" to "automotive aluminum alloy components" was initiated by Chairman Luo Shibing, who identified the growing demand for lightweight materials in the automotive sector [5][6]. Technological Innovation - YouSheng Co. invested heavily in R&D to overcome technical barriers, forming specialized teams to enhance aluminum alloy formulations and processing techniques [6][7]. - The company has achieved significant advancements, including a 20% increase in material strength and a 30% improvement in production efficiency through proprietary technologies [7][8]. - YouSheng Co. has developed a collaborative model with clients, allowing early involvement in vehicle design, which has strengthened partnerships and facilitated entry into major automotive supply chains [7][8]. Commitment to Industry Upgrades - The company's mission has evolved from merely producing components to providing modular solutions that enhance overall vehicle performance and reduce production costs [8][9]. - YouSheng Co. has successfully reduced vehicle weight by 10% to 15% through aluminum components, contributing to lower carbon emissions [8][9]. Market Position and Achievements - The company has established itself as a key supplier for major automotive brands, including Tesla, and has received multiple industry awards for quality and innovation [10][11]. - YouSheng Co. is planning to utilize funds from its IPO to expand production capabilities, particularly in Yunnan, which is expected to enhance its market competitiveness [10][11]. Global Expansion Strategy - In 2023, YouSheng Co. initiated a global expansion strategy to meet the needs of international clients, establishing production bases in Mexico and Europe [12][13]. - The company aims to shorten delivery times and enhance responsiveness to urgent orders by situating production facilities closer to key clients [12][13]. Future Outlook - YouSheng Co. plans to continue developing higher strength and lighter aluminum materials while exploring composite components to further reduce weight in new energy vehicles [13]. - The company is focused on expanding its market share in Europe and Southeast Asia, while deepening collaborative development with clients to solidify its position in the industry [13].

据目前安排，若无变化，本周（9月8日到12日）有3只新股申购。其中上证主板1只，创业板1只，北交 所1只。 9月12日启动申购的沪主板新股友升股份，是集设计、开发、生产、销售、服务于一体的专业铝合金汽 车零部件制造商，专注于轻量化汽车零部件领域，公司产品主要聚焦于新能源汽车领域，已经形成了门 槛梁系列、电池托盘系列、保险杠系列、副车架系列等多产品体系。目前公司已进入多家全球头部车企 的供应链体系，与多家知名企业建立了长期稳定的合作关系。 业绩方面，2022年至2024年，友升股份实现营业收入分别约为23.50亿元、29.05亿元和39.50亿元，实现 净利润分别达到2.33亿元、3.21亿元和4.05亿元。本次IPO，友升股份拟募资24.71亿元。 2家公司IPO上会 本周3股打新 截至目前，本周（9月8日到12日）将有2家IPO首发上会，为拟闯关北交所IPO的雅图高新和巍特环境。 截至发稿，本周网上发行1只新股披露发行价。北交所新股世昌股份发行价为10.9元，发行市盈率10.74 倍，行业最近一个月平均动态市盈率28.04倍。 世昌股份是一家专业经营饲料的大型企业，主要产品包括畜禽配合饲料、水产配合饲料、畜 ...

在新股申购方面，友升股份的此次发行将为投资者提供一个新的投资选择。随着新能源汽车市场的不断 扩展，友升股份所处的行业前景广阔。投资者在申购时应充分考虑公司的市场定位及行业发展趋势，从 而做出更为理性的投资决策。 在当前市场环境下，特别是汽车行业面临转型升级的背景下，轻量化设计成为提升车辆性能和降低能耗 的关键。友升股份通过持续的技术创新和研发投入，致力于为客户提供高性能、高可靠性的铝合金汽车 零部件，助力新能源汽车的发展。 值得注意的是，今日并无新债申购。市场对于债券投资的需求依然保持谨慎态度，投资者需要根据市场 动态灵活调整投资策略。同时，未来几日内将无新债上市，投资者应关注后续的市场动向，以便及时把 握投资机会。 2025年9月12日，友升股份（股票代码：732418）正式开始申购，申购价格定为46.36元，申购上限为1.5 万股。根据市场数据，友升股份此次发行的市盈率为22.31倍，行业平均市盈率为29.08倍。这次申购的 缴款日为2025年9月16日（周二），投资者需及时关注相关信息。 友升股份是一家专业从事铝合金 汽车零部件 设计、开发、生产、销售及服务的制造商。公司始终专注 于轻量化汽车零部件的研 ...

Market Overview - On September 22, the Shanghai Composite Index rose by 0.22%, the CSI 300 increased by 0.46%, the STAR 50 surged by 3.38%, the CSI 1000 climbed by 0.69%, the ChiNext Index went up by 0.55%, while the Hang Seng Index fell by 0.76% [4] - The best-performing sectors on September 22 were electronics (+3.71%), computers (+1.7%), non-ferrous metals (+0.98%), machinery equipment (+0.86%), and non-bank financials (+0.81%). The worst-performing sectors included social services (-2.04%), beauty and personal care (-1.36%), retail (-1.31%), food and beverage (-1.21%), and construction decoration (-1.07%) [4] - The total trading volume for the A-share market on September 22 was 21,425 billion yuan, with a net inflow of 12.736 billion Hong Kong dollars from southbound funds [4] Company Analysis - The report focuses on Junsheng Electronics (600699), which operates in the robotics and automotive Tier 1 sectors. The company announced a new large order with a total lifecycle order value of approximately 15 billion yuan [5] - The new order is expected to enhance the company's performance, indicating a recovery in profitability and potential growth in the humanoid robotics business [5] - Key catalysts for investment include accelerated mass production of humanoid robots and progress from leading overseas companies [5]

Core Viewpoint - The early termination of the share reduction plan by the actual controller of Top Group has sparked controversy, despite typically being seen as a positive signal for the market [1][2]. Group 1: Share Reduction Details - On September 17, Top Group announced the early termination of the share reduction plan by its actual controller, Wu Jianshu, and his son, Wu Haonian, who had previously planned to reduce their holdings by a maximum of 299.92 million shares and 49.56 million shares respectively [1][3]. - As of September 17, Wu Jianshu and Wu Haonian had reduced their holdings by 299.83 million shares and 49.53 million shares, achieving completion rates of 99.97% and 99.93% respectively [1][2]. - The total cashing out by Wu Jianshu and his son amounted to nearly 900 million yuan, with only 1,266 shares remaining unsold at the time of the announcement [2][7]. Group 2: Financial Performance - Top Group's net profit attributable to shareholders for the first half of 2025 was 1.295 billion yuan, representing a year-on-year decline of approximately 11%, marking the first decline in mid-term profits in six years [2][9]. - The company's revenue for the first half of 2025 was 12.935 billion yuan, a year-on-year increase of 5.83%, but the net profit showed a downward trend [9]. - The comprehensive gross margin and net margin for the first half of 2025 were 19.55% and 10.02%, respectively, both down by 1.8 percentage points and 1.94 percentage points year-on-year [9]. Group 3: Stock Price Movement - Top Group's stock price increased significantly from 46.81 yuan per share on August 15 to 69.14 yuan per share on September 10, reflecting a price increase of 47.70% [4][5]. - Following the stock price surge, Wu Jianshu and his son executed their share reduction, which raised questions among investors regarding the timing and implications of their actions [5][6]. Group 4: Fund Utilization Adjustment - On September 17, Top Group announced an adjustment in the use of raised funds, reallocating 400 million yuan towards the smart manufacturing industrial park project and delaying the timeline for certain projects [10]. - The timeline for the "annual production of 3.3 million lightweight chassis systems" project has been extended from October 2025 to December 2026 [10].

Group 1 - A new company named Qinghe County Shengkun Auto Parts Co., Ltd. has been established with a registered capital of 300,000 RMB [1] - The legal representative of the company is Pan Yangyang [1] - The business scope includes manufacturing and retailing of auto parts and accessories, rubber products, plastic products, and sealing components [1]

天眼查App显示，近日，河北辉诺汽车零部件有限公司成立，法定代表人为任召杨，注册资本300万人 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;汽车装饰用品销 售;金属制品销售;塑料制品销售;纸制品销售;产业用纺织制成品销售;货物进出口;技术进出口;进出口代 理;会议及展览服务（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）。 ...

一、"新23转债"发行上市概况 （一）根据中国证券监督管理委员会《关于同意江苏新泉汽车饰件股份有限公司向不特定对象发行可转 换公司债券注册的批复》（证监许可〔2023〕1601号），江苏新泉汽车饰件股份有限公司（以下简 称"公司"）于2023年8月11日向不特定对象发行1,160万张可转换公司债券，每张面值100元，发行总额 11.60亿元，期限6年。可转换公司债券票面利率为：第一年0.30%、第二年0.50%、第三年1.00%、第四 年1.50%、第五年2.00%、第六年3.00%。 （二）经上海证券交易所自律监管决定书[2023]202号文同意，公司发行的11.60亿元可转换公司债券于 2023年9月5日起在上海证券交易所上市交易，债券简称"新23转债"，债券代码"113675"。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603179 证券简称：新泉股份公告编号：2025-045 债券代码：113675 债券简称：新23转债 江苏新泉汽车饰件股份有限公司 关于"新23转债"预计满足赎回条件的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 三、风险提示 1、上述项目定点通知尚未构成实质性订单，涉及的产品实际供货时间、供货价格、供货数量以公司与 客户正式签订的供货协议或销售合同为准，实际销售金额将与客户汽车实际产量等因素相关，而汽车市 场整体情况、宏观经济形势等因素均可能对主机厂的生产计划和采购需求构成影响，公司最终供货量视 客户具体订单情况确定，因此公司供货量尚存在不确定性。 证券代码：603085 证券简称：天成自控 公告编号：2025-063 浙江天成自控股份有限公司 关于公司收到客户项目定点通知的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、概况 浙江天成自控股份有限公司（以下简称"公司"）于近日收到国内某头部知名新能源汽车企业（限于保密 协议，无法披露其名称，以下简称"客户"）乘用车座椅总成项目的定点通知，公司获得该客户乘用车座 椅总成项目的定点。根据客户规划，项目预计于2026年6月开始量产，项目生命周期为3年，预计项目周 期内配套乘用车总量为54万辆。 二、对公司的影响 公司再次获得该客户 ...