Key Points Summary Company Overview - The company discussed is **Nexteer Automotive**, focusing on its **steer-by-wire** technology and market strategies in the automotive industry [2][3][4]. Industry Insights - The steer-by-wire business is accelerating, with mass production expected to start by the end of Q1 or early Q2 2024, and small-scale production in 2025, with some projects potentially delayed until 2026 [2][3]. - New regulations for steer-by-wire in China will take effect on July 1, 2024, which will not impact current projects but will accelerate the commercialization of the technology in the long term [4][5]. - The company competes with major players like Bosch and ZF in the global steer-by-wire market, leveraging localized R&D and quick response to customer needs [2][6]. Financial Performance and Projections - The company anticipates improved profitability in 2026 due to the end of the new product introduction phase and the realization of scale effects [4][10]. - The financial performance for the second half of 2025 is expected to remain stable despite external factors like tariffs, with a better performance in the Chinese market compared to the first half [11][12]. Customer and Market Dynamics - The company is set to launch multiple steer-by-wire projects in the first half of 2026, including partnerships with North American electric vehicle leaders and Chinese new energy vehicle companies [3][12]. - The Chinese market is expected to outperform the European and American markets, driven by a diverse customer base including BYD, Li Auto, and Xiaomi [12][15]. Product Pricing and Trends - Initial pricing for steer-by-wire products is high, estimated between 3,000 to 4,000 RMB, but may decrease with standardization and economies of scale [8][9]. - The steer-by-wire technology offers significant advantages in extreme conditions, enhancing driving experience and safety, which justifies the higher costs [9]. Competitive Advantages - The company’s competitive edge lies in its localized R&D and ability to respond quickly to market demands, particularly in the L3 and above autonomous driving sectors [6][16]. - The company is also focusing on maintaining strong export business and expanding into new product lines like rear-wheel steering [17]. Regulatory Impact - The implementation of new regulations is expected to accelerate the adoption of steer-by-wire technology among new energy vehicle manufacturers, who are likely to move faster than traditional automakers [4][5]. Future Growth Potential - The company believes that despite challenges in the Chinese market, it can outperform the market due to its strong customer relationships and diverse product offerings [12][15][16].

Group 1 - The core viewpoint of the news is that 瑞立科密 (Ruili Kemi) has shown a decline in stock price and trading volume, with significant changes in financing activities and shareholder statistics [1][2] Group 2 - On January 7, 瑞立科密's stock price fell by 0.65%, with a trading volume of 595 million yuan. The financing buy amount was 62.6865 million yuan, while the financing repayment was 76.5385 million yuan, resulting in a net financing buy of -13.8520 million yuan [1] - As of January 7, the total financing and securities lending balance for 瑞立科密 was 186 million yuan, which accounts for 7.29% of its circulating market value [1] - The company specializes in the research, production, and sales of active safety systems for motor vehicles and aluminum alloy precision die-casting components, with 80.92% of its main business revenue coming from active safety systems [1] Group 3 - As of December 31, 瑞立科密 had 33,600 shareholders, a decrease of 52.16% from the previous period, while the average circulating shares per person increased by 109.02% to 1,210 shares [2] - For the period from January to September 2025, 瑞立科密 achieved an operating income of 1.668 billion yuan, representing a year-on-year growth of 22.47%, and a net profit attributable to the parent company of 237 million yuan, reflecting a year-on-year increase of 35.61% [2]

融券方面，豪能股份1月7日融券偿还0.00股，融券卖出2.10万股，按当日收盘价计算，卖出金额29.80万 元；融券余量10.57万股，融券余额149.99万元。 资料显示，成都豪能科技股份有限公司位于四川省成都经济技术开发区南二路288号，成立日期2006年9 月25日，上市日期2017年11月28日，公司主营业务涉及汽车变速器用同步器组件的研发、生产和销售。 主营业务收入构成为：同步器48.89%，差速器21.21%，其他14.50%，航空零部件13.22%，其他(补 充)2.19%。 1月7日，豪能股份涨0.21%，成交额6.11亿元。两融数据显示，当日豪能股份获融资买入额7486.37万 元，融资偿还6408.75万元，融资净买入1077.62万元。截至1月7日，豪能股份融资融券余额合计4.96亿 元。 融资方面，豪能股份当日融资买入7486.37万元。当前融资余额4.94亿元，占流通市值的3.78%。 截至9月30日，豪能股份股东户数5.09万，较上期增加38.63%；人均流通股18072股，较上期减少 22.80%。2025年1月-9月，豪能股份实现营业收入18.95亿元，同比增长12.25%；归 ...

锐新科技（300828.SZ）1月8日在投资者互动平台表示，公司原材料主要以铝、铜为主，其短期价格上 涨会导致采购成本阶段性上升，但公司采用"以销定产、以产定购"的动态调整方式，有效降低了短期价 格上涨带来的影响。目前，公司已为零跑汽车提供产品，同时积极跟进安徽省内汽车类企业合作机会。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：最近金属价格上涨对于贵司业务和利润影响有多大？ 在安徽新能源汽车业务方面有无突破？ ...

维权条件： 登云股份：根据相关司法解释，符合以下条件的投资者可发起索赔：于2025年12月28日-2026年1月5日 期间买入且有持仓，无论在2026年1月6日及之后是否卖出。（注：具体赔付范围由法院最终确定）（登 云股份维权入口） （本文由上海市信本律师事务所合伙人赵敬国律师供稿，不代表新浪财经的观点。赵敬国律师，于1999 年取得律师资格，法学理论知识扎实，曾在高校任教。2004年起开始律师执业，承办过千余起各类诉讼 案件，积累了十分丰富的争议处理经验，尤其擅长处理证券纠纷、金融、不良资产等方面的业务。执业 至今，赵敬国律师代理投资者诉多家上市公司索赔案件，已经胜诉或已经获赔的案件包括中安科索赔、 中兵红箭索赔、步森服饰索赔、中潜股份索赔、奥瑞德索赔、獐子岛索赔、天神娱乐索赔、抚顺特钢索 赔、飞乐音响索赔、香溢融通索赔、延安必康索赔、欢瑞世纪索赔、紫晶存储索赔、泽达易盛索赔、安 妮股份索赔等。） 登录新浪财经APP 搜索【信披】查看更多考评等级 受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维 ...

格隆汇1月8日丨锐新科技(300828.SZ)在投资者互动平台表示，公司原材料主要以铝、铜为主，其短期 价格上涨会导致采购成本阶段性上升，但公司采用"以销定产、以产定购"的动态调整方式，有效降低了 短期价格上涨带来的影响。目前，公司已为零跑汽车提供产品，同时积极跟进安徽省内汽车类企业合作 机会。 ...

Group 1 - The core viewpoint of the article is that Ruixin Technology (300828.SZ) is managing the impact of rising raw material prices through a dynamic adjustment strategy of "production based on sales and procurement based on production" [1] - The company primarily uses aluminum and copper as raw materials, and the short-term price increase will lead to a temporary rise in procurement costs [1] - Ruixin Technology has already provided products for Leap Motor and is actively pursuing collaboration opportunities with automotive companies in Anhui Province [1]

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 财经频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树 有投资者在互动平台向盾安环境提问："非常高兴看到公司泰国汽车热管理和热工基地开业，补齐了原 先只生产阀、管、罐的缺项！ 国内50亿新基地动工，国外双基地开张，那么请问现在汽车热管理国内 生产基地是否已经满足不了市场需求？" 针对上述提问，盾安环境回应称："尊敬的投资者，感谢您的关注！公司新能源汽车热管理核心零部件 板块在诸暨市、泰国均规划布局有新基地，旨在精准把握市场机遇，有效扩大产能，以更快响应客户需 求，全面提升产品竞争力。谢谢！" ...

*免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 | 发行价格 | 21.88元 | | | --- | --- | --- | | 留签率 | 0.02% | 询价! | | 总市值 | 37.20亿 | | | 发行市盈率 | 26.85 | 行ル | | O 业务及亮点 | 1、公司是我国西南地区生产规模较大、综合竞争 | | | | 2、公司是长安汽车、吉利汽车、比亚迪、蔚来汽 | | | | 商的一级供应商,核心产品国内市场占有率居行 | | | | 3、建有完整产业链体系，拥有模具开发制造和I | | | | 司，业务辐射全国主要汽车产业集群区域。 | | ...

拟募不超10.5亿优化产品结构 长江商报消息 ●长江商报记者 张璐 国内汽车密封条行业领军企业浙江仙通（603239.SH）加快业务布局。 1月6日，浙江仙通公告，拟向包括控股股东台州五城在内的不超过35名特定对象发行A股股票，募集资 金总额不超过10.5亿元，扣除发行费用后的募集资金净额将用于汽车无边框密封条智能制造项目、研发 中心升级建设项目及补充流动资金。 作为本土汽车密封条龙头，浙江仙通深耕行业三十余年，以持续加码的研发投入筑牢技术壁垒。财报数 据显示，2021年—2025年前三季度，近5年时间，公司研发费用累计达2.06亿元。其攻克的无边框密封 条核心技术打破外资垄断，成功进入比亚迪、极氪等头部新能源车企供应链。 长江商报记者注意到，公司强劲的技术实力转化为业绩增长动能。2025年前三季度，浙江仙通实现营收 10.24亿元，同比增长21.74%；归母净利润1.52亿元，同比增长17.4%，均保持两位数增长。 2022年—2024年，公司营收分别为9.36亿元、10.66亿元、12.25亿元，实现归母净利润分别为1.26亿元、 1.51亿元、1.72亿元。 2025年前三季度，浙江仙通延续增长趋势，当 ...