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中创智领:关于控股子公司对外投资的公告
Zheng Quan Ri Bao· 2025-09-22 14:04
证券日报网讯 9月22日晚间,中创智领发布公告称,公司控股子公司亚新科工业技术(南京)有限公司 为提升汽车热管理系统冷板业务的市场竞争力,巩固市场地位,为未来拓展热管理的更多应用领域打下 组织及能力基础,拟出资人民币27,000万元,设立全资子公司亚新科热管理技术(仪征)有限公司 (暂定名,以市场监督管理部门核准登记为准)。本事项无需提交公司股东会、董事会审议。 (文章来源:证券日报) ...
阜新德尔汽车部件股份有限公司发行股份购买资产评估回复解读:业务前景与财务预测分析
Xin Lang Cai Jing· 2025-09-22 13:58
Core Viewpoint - The response from Jinzheng (Shanghai) Asset Appraisal Co., Ltd. provides detailed explanations regarding the asset evaluation and forecast issues related to the acquisition of assets by Fuxin Del Automotive Parts Co., Ltd., offering important insights for investors about the company's business prospects and financial status [1] Revenue Forecast - The management of the target company predicts revenues for the years 2025 to 2027 to be 341.42 million, 359.32 million, and 377.42 million respectively, with 2025 showing strong revenue realization of 261.38 million and an order backlog of approximately 88 million, indicating a 102% coverage of the forecasted revenue for that year [2] - Material costs as a percentage of revenue are projected to decrease from 68.44% to 63% over the forecast period, attributed to improved production processes and increased sales [2] - Operating profit margins for 2025 to 2029 are forecasted to range between 7.93% and 10.72%, compared to the average operating profit margins of comparable listed companies which were 8.00%, 8.81%, and 9.23% for the same period [2] Business Forecast Reasonableness Analysis - The main models supported by the target company include those for FAW and Chery, with sales data indicating strong performance and reasonable sales forecasts for models like the Hongqi H5 and Chery Tiggo series [3] - Revenue predictions are based on established projects and expected new projects, with a high degree of certainty due to long-term cooperation with major clients [3] - The target company's gross margin is expected to improve due to economies of scale and enhanced production efficiency, while the sales expense ratio is projected to remain lower than the industry average due to simpler product structures [3] - The operating profit margin is expected to be slightly above the industry average, reflecting the company's advantages in technology, customer resources, and cost control [3]
汽车热失控时自动弹射电池?网友质疑“把灾难弹射给他人”,上市公司紧急回应
Mei Ri Jing Ji Xin Wen· 2025-09-22 13:49
在刚刚过去的周末,一段关于汽车电池在热失控时可以弹出的视频在网络热传。 视频显示,9月19日,一辆车身贴着"中国碰撞维修技术中心"的汽车演示一项技术,该技术能够在电池热失控的时候,将电池抛出车身3~6米外,实现车电 分离。视频消息称,"中国碰撞维修技术中心"与均胜电子联合推出了这项电池弹射技术。 该视频迅速引起争议,比如"把活命留给自己,把灾难弹射给众人","死道友不死贫道"…… 今日(9月22日),均胜电子向第一财经回复称,他们与"中国碰撞维修技术中心"不存在任何形式的合作开发协议。 编辑|陈柯名 杜恒峰 校对|金冥羽 每日经济新闻综合自第一财经、公开消息等 有知情人士告诉第一财经,该"中国碰撞维修技术中心"属于麦特集团,后者旗下拥有威力狮(welion)、奔腾(BANTAM)、MAXIMA等自主品牌。 相关信息显示,"中国碰撞维修技术中心"并无工商备案信息。麦特集团官网显示,该集团成立于1992年,主要做汽车后市场相关业务。第一财经记者于9 月22日午间拨打了公司官网的电话,其中,位于中国烟台的中国总部电话无人接听,北京分公司的三个号码均为空号。 8月25日晚,均胜电子发布2025年上半年财报。报告期内, ...
9月新能源车零售渗透率或超58%,关注汽车零部件ETF(159565)、智能汽车ETF易方达(516590)等表现
Mei Ri Jing Ji Xin Wen· 2025-09-22 13:39
截至收盘,中证汽车零部件主题指数上涨1.9%,中证智能电动汽车指数上涨1.7%。 据乘联分会初步推算,9月狭义乘用车零售总市场预计为215万辆左右,环比增长6.5%,同比增长2.0%,其中新能源零售可达125万辆左右,渗透率58.1%。 | 今日该指数涨跌 | 该指 | | --- | --- | | 1.7% | 3 | (文章来源:每日经济新闻) ...
AI产业链涨停热度延续!这只龙头股获主力资金抢筹
Mei Ri Jing Ji Xin Wen· 2025-09-22 13:29
Market Overview - The Shanghai Composite Index rose by 0.22%, while the Shenzhen Component Index, ChiNext Index, and Sci-Tech Innovation 50 Index also experienced varying degrees of increase, with the Sci-Tech Innovation 50 Index rising by 3.38% [1] - A total of 65 stocks hit the daily limit up, an increase of 15 from the previous day, while 8 stocks hit the limit down, a decrease of 13 [2] Sector Characteristics - The most stocks hitting the daily limit up were from the automotive parts, consumer electronics, and specialized equipment sectors [3] - The automotive parts sector saw 7 stocks limit up, driven by consumer stimulus policies and unexpected export growth [4] - The consumer electronics sector had 6 stocks limit up, benefiting from new product launches and demand recovery [4] - The specialized equipment sector had 5 stocks limit up, supported by policy backing and rising order demand [4] Concept Characteristics - The most stocks hitting the daily limit up were in the robotics, domestic chip, and computing power concepts [5] - The robotics concept had 14 stocks limit up, driven by policy support and industry upgrades [5] - The domestic chip concept had 8 stocks limit up, accelerated by domestic substitution and strong policy support [5] - The computing power concept had 6 stocks limit up, supported by policy backing and increasing data demand [5] Notable Stocks - Among the limit-up stocks, 9 reached historical highs, indicating strong market interest and clear upward trends [6] - The top 5 stocks with the highest net inflow of main funds included Zhongke Shuguang, Yingweike, and Lixun Precision [8] - The top 5 stocks with the highest proportion of net inflow relative to market value included Zhongdian Xindong, Wanrun Technology, and Zhejiang University Network [9] Continuous Limit-Up Stocks - There were 54 first-time limit-up stocks today, with 6 stocks achieving a second consecutive limit up, and 5 stocks achieving three or more consecutive limit ups [11] - The top 5 stocks with the highest consecutive limit-up counts included Hangdian Co., Yunnan Tourism, and Hongdou Co. [11]
AI产业链涨停热度延续!这只龙头股获主力资金抢筹——道达涨停复盘
Sou Hu Cai Jing· 2025-09-22 13:19
Market Overview - The Shanghai Composite Index rose by 0.22%, while the Shenzhen Component Index, ChiNext Index, and STAR Market 50 Index also experienced varying degrees of increase, with the STAR Market 50 Index rising by 3.38% [1] - The number of stocks hitting the daily limit increased, with a focus on the AI industry chain, particularly in the fields of robotics, domestic chips, and computing power [1][2] - The median change in individual stock prices was -0.39%, indicating more stocks declined than rose [1] Industry Highlights - The automotive parts, consumer electronics, and specialized equipment sectors had the highest number of limit-up stocks today, driven by consumer stimulus policies and unexpected export growth [5][6] - The AI industry chain received positive news, including local tech giants like Alibaba and Baidu entering chip development, and optimistic outlooks from companies like SMIC and Hua Hong Semiconductor regarding future orders and industry conditions [2][3] Conceptual Focus - The most prominent concepts among limit-up stocks included robotics (14 stocks), domestic chips (8 stocks), and computing power (6 stocks), reflecting strong market interest in these areas [7] - The leading stocks in the robotics sector included Wanma Co., Yunnan Tourism, and Baiao Intelligent, while domestic chip stocks included Donghua Software and Chuling Information [7][8] Stock Performance - Nine stocks reached historical highs today, indicating strong market sentiment and a clear upward trend, including Heertai, Changying Precision, and Tianpu Co. [8] - The top five stocks by net inflow of main funds included Zhongke Shuguang, Yingweike, and Lixun Precision, highlighting significant investor interest [10] Limit-Up Stock Details - The stocks with the highest limit-up performance included Zhongke Shuguang with a closing price of 117.51 yuan and a net inflow of 21.37 billion yuan, followed by Yingweike and Lixun Precision [10][12] - The number of stocks with consecutive limit-ups included 54 first-time limit-up stocks, 6 with two consecutive limit-ups, and 5 with three or more [12][13]
联明股份:2025年半年度权益分派实施公告
(编辑 楚丽君) 证券日报网讯 9月22日晚间,联明股份发布公告称,2025年半年度利润分配方案为A股每股现金红利 0.38元(含税),股权登记日为2025年9月29日,除权(息)日及现金红利发放日均为2025年9月30日。 ...
宇环数控:2025年1-6月份公司实现营业收入22392.59万元
Zheng Quan Ri Bao· 2025-09-22 13:15
(文章来源:证券日报) 证券日报网讯宇环数控9月22日发布公告,在公司回答调研者提问时表示,2025年上半年,公司在深耕 消费电子和汽车零部件领域的同时,加快了在航空航天、精密机械加工、半导体、新材料和机器人等高 端制造领域的市场布局,进一步优化产品结构,并不断提升制造工艺水平与产品质量的稳定性,努力推 动业务运营的稳步发展。2025年1-6月份公司实现营业收入22392.59万元,与去年同期相比增长 11.74%。 ...
中方发火,几乎断供欧盟稀土,冯德莱恩认怂,拒绝美对华制裁要求
Sou Hu Cai Jing· 2025-09-22 12:45
早在8月,美国总统特朗普就威胁对中国实施"二级制裁",理由是中国和印度购买俄石油,为俄罗斯提供了用于俄乌冲突的资金,因此只 要阻止中印购买俄油,就能迫使俄罗斯认真谈判。 不过自始至终美国都只对印度采取了措施,并没有对中国下手,但前不久事态发展有了新的变化,美国鼓动欧盟和"七国集团(G7)"参 与对华"二级制裁",要求对中国商品加征100%关税。 «——【·中国反制与欧盟战略转向·】——» 2025年夏秋之交,一场围绕稀土资源的博弈在大国间悄然展开。美国试图拉拢欧盟对华实施"二级制裁",要求对中国商品加征100%关 税,理由是中国通过购买俄罗斯石油"资助俄乌冲突"。这一要求触及中国核心利益,引发中方强烈反制。 9月22日,欧盟委员会主席冯德莱恩在接受比利时媒体专访时明确表示,欧盟将自主决定关税政策,拒绝加入美国的对华制裁联盟。这一 立场转变背后,是中国通过稀土出口管制施加的战略压力,以及欧盟对自身产业安全的深刻考量。 «——【·前言·】——» 自2022年俄乌冲突爆发以来,美国始终试图通过经济手段削弱俄罗斯的战争潜力。其核心策略之一,是切断俄罗斯的能源收入来源。为 此,美国不仅对俄实施多轮制裁,还施压中国和印度 ...
9月15-21日A股IPO观察:2过会1暂缓,3家企业获注册批文
Sou Hu Cai Jing· 2025-09-22 12:06
IPO Pipeline Overview - As of September 21, there are 279 companies in the IPO pipeline, with 21 on the Shanghai Main Board, 36 on the Sci-Tech Innovation Board, 25 on the Shenzhen Main Board, 27 on the Growth Enterprise Market, and 170 on the Beijing Stock Exchange [1][2]. Newly Listed Companies - Hebei Shichang Automotive Parts Co., Ltd. was listed between September 15 and September 21, closing at 40.50 yuan per share, representing a 271.56% increase, with a trading volume of 641 million yuan and a turnover rate of 87.48% [3]. New Counseling Records - Eight new companies were added to the counseling records from September 15 to September 21, including Beijing Weina Star Technology Co., Ltd. and others, focusing on various sectors such as satellite technology, quantum computing, and environmental equipment [4][5]. Companies Undergoing Review - Yuan Chuang Technology Co., Ltd. and Suzhou New Guangyi Electronics Co., Ltd. successfully passed the review process, while Xiamen Youxun Chip Co., Ltd. had its review results postponed [8][9]. Registration Approval - Three companies received registration approval from September 15 to September 21, including Zhongcheng Zhixin Engineering Consulting Group Co., Ltd., which provides comprehensive consulting services, and Nabaichuan New Energy Co., Ltd., focusing on thermal management for electric vehicle batteries [10]. Terminated Reviews - Four companies, including Hengyang Jinzelite Special Alloy Co., Ltd. and others, withdrew their IPO applications during the same period [11][12][13].