格隆汇11月13日丨腾龙股份(603158.SH)公布,近日，公司根据上述情况办理完成了工商变更登记手续， 并领取了常州市政务服务管理办公室颁发的《营业执照》，相关登记信息如下：统一社会信用代码： 91320400773797816G，名称：常州腾龙汽车零部件股份有限公司。 ...

立中集团公告，子公司墨西哥立中、新泰车轮、保定车轮近日分别收到某国际知名汽车制造商、某国际 知名豪华车企和某新能源头部汽车制造商的铝合金车轮项目定点通知。客户1低压铸造铝合金车轮项目 预计2027年1月开始量产，项目周期内销售金额约6.97亿元；客户2锻造和旋压铝合金车轮项目预计2027 年12月开始量产，项目周期内销售金额约1.68亿元；客户3旋压铝合金车轮项目预计2025年12月开始量 产，项目周期内销售金额约2.7亿元。预计项目周期内销售额合计约11.35亿元。 ...

证券之星消息，11月13日汽车零部件板块较上一交易日上涨0.47%，众泰汽车领涨。当日上证指数报收 于4029.5，上涨0.73%。深证成指报收于13476.52，上涨1.78%。汽车零部件板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000980 | 众泰汽车 | 3.78 | 9.88% | 301.65万 | 11.06亿 | | 301631 | 壹连科技 | 110.33 | 7.74% | 7.03万 | 7.81亿 | | 002363 | 隆基机械 | 9.05 | 6.97% | 53.24万 | 4.80亿 | | 002328 | 新朋股份 | 7.56 | 6.33% | 113.83万 | 8.41亿 | | 300912 | 凯龙高科 | 18.31 | 5.47% | 9.12万 | 1.64亿 | | 001311 | 多利科技 | 26.86 | 5.29% | 11.91万 | 3.19亿 | | 300428 | 立中集团 | 25. ...

Core Viewpoint - Chongqing New Aluminum Era Technology Co., Ltd. is experiencing growth in its main business of developing, producing, and selling aluminum alloy components for electric vehicle battery systems, particularly battery box housings, with a significant increase in revenue and net profit reported for 2025 [2][6][7]. Company Overview - The company is located in Fuling District, Chongqing, and was established on December 18, 2015, with its stock listed on October 25, 2024 [6]. - The main business revenue composition includes battery box housings (86.26%), other (8.10%), precision structural parts (5.46%), and other products (0.17%) [6]. - As of October 31, 2025, the number of shareholders increased to 12,800, with an average of 6,535 circulating shares per person, reflecting a rise of 5.11% and 121.97% respectively [6]. Financial Performance - For the period from January to September 2025, the company achieved operating revenue of 2.223 billion yuan, representing a year-on-year growth of 61.38% [6]. - The net profit attributable to the parent company was 184 million yuan, showing a year-on-year increase of 18.65% [7]. - The company has distributed a total of 95.8942 million yuan in dividends since its A-share listing [8]. Market Position and Clientele - The company is the largest supplier of aluminum alloy battery box housings for BYD's electric vehicles, benefiting from the increasing sales of BYD's electric cars [2][6]. - The company has established a complete business system for aluminum alloy material research and development, product design, advanced production processes, and large-scale production [2][6]. Stock Performance - On November 13, the stock price of New Aluminum Era increased by 0.78%, with a trading volume of 92.7612 million yuan and a turnover rate of 2.14%, leading to a total market capitalization of 7.451 billion yuan [1].

Core Viewpoint - Ningbo Jifeng announced that as of November 13, 2025, its controlling shareholder, Jihong Group, holds 26,925.66 million shares, accounting for 21.16% of the total share capital [1] Group 1 - On the same day, Jihong Group will release the pledge of 41,000.00 million shares to Bank of Communications Ningbo Branch, which represents 15.23% of its held shares and 3.22% of the company's total share capital [1] - After this release, Jihong Group has a total of 95,600.00 million shares pledged, which is 35.51% of its total holdings and 7.51% of the company's total share capital, with no further pledge plans at this time [1]

Group 1: Transaction Necessity and Benefits - The acquisition is aimed at enhancing the company's core business and creating a second growth curve by integrating quality assets into the company, which will strengthen its position in the electric vehicle components sector [3][4] - Jiangsu Keda, the target company, has established qualifications as a first-tier supplier to multiple automotive manufacturers, providing a solid foundation for rapid market entry into the automotive parts industry [3][4] Group 2: Product Matrix and Industry Upgrade - Prior to the transaction, the company was already active in the new energy vehicle battery structural components sector, producing various battery-related products [4] - The acquisition will expand the company's product matrix in the automotive sector, enhancing its capabilities in designing, manufacturing, and selling automotive decorative parts [4] Group 3: Synergy and Risk Management - The transaction will deepen the company's presence in the automotive industry while diversifying its revenue structure, thus mitigating risks associated with fluctuations in its main business [6] - Jiangsu Keda will benefit from the company's management and financial resources, facilitating its growth and operational efficiency [6] Group 4: Customer and Global Expansion Synergy - The company has a significant advantage in AI terminal hardware manufacturing, and the acquisition will allow it to leverage Jiangsu Keda's established customer relationships in the automotive decorative parts sector [6] - The trend of "industry chain going abroad" is becoming prominent, and the company can utilize its global operational experience to assist Jiangsu Keda in localizing production for overseas markets [6]

该公司成立于2018年7月，法定代表人为王道，经营范围包括汽车零部件及配件制造、金属工具制造、 金属工具销售、金属表面处理及热处理加工等。股东信息显示，该公司由加特可株式会社全资持股。 天眼查工商信息显示，11月6日，加特可（苏州）自动变速箱有限公司发生工商变更，注册资本由3.98 亿人民币增至9.58亿人民币，增幅约141%。 ...

来源：新浪证券-红岸工作室 11月13日，鸿特科技涨0.43%，成交额5458.54万元，换手率2.01%，总市值27.26亿元。 异动分析 粤港澳大湾区+人民币贬值受益+新能源汽车+特斯拉概念+股权转让(并购重组) 1、公司2021年年报显示，公司全资子公司肇庆鸿特、台山鸿特地处珠三角和粤港澳大湾区。 2、根据2024年年报，公司海外营收占比为54.46%，受益于人民币贬值。 3、根据2025年5月8日互动易：公司将聚焦汽车铝合金精密压铸业务，稳定发展传统燃油汽车压铸零部 件业务，同时，顺应新能源汽车发展趋势，加大新能源汽车零部件及大型总成部件的研发投入，积极发 展新能源汽车零部件业务，包括大型、复杂的新能源汽车零部件的开发和生产，努力提升公司在新能源 汽车零部件市场的份额，优化公司的产品和业务结构，进一步夯实公司业务均衡发展的基础，切实增强 公司的持续经营能力和核心竞争力，实现公司长远发展。 4、已通过特斯拉的供应商资格认定,暂时尚未对其供货。 区间今日近3日近5日近10日近20日主力净流入76.82万-158.26万-328.91万283.16万-6157.83万 主力持仓 主力没有控盘，筹码分布非常分 ...

Core Insights - The company has achieved mass production of ultrasonic perception products in the robotics sector, indicating a significant advancement in its technological capabilities [2] - Currently, the mass production of these products has not yet had a major impact on the company's revenue [2] Company Summary - The company is actively involved in the robotics field, specifically focusing on ultrasonic perception products [2] - The transition to mass production suggests a strategic move to enhance its product offerings and market position [2] Industry Summary - The robotics industry is witnessing advancements in perception technologies, which are crucial for the development of autonomous systems [2] - The impact of these technological advancements on overall industry revenue and growth remains to be seen, as the current effect on the company's revenue is minimal [2]

Group 1 - The company has been asked by investors if it supplies parts for Tesla's humanoid robot [2] - On November 13, the company responded on the investor interaction platform, indicating that it indirectly provides structural components for automotive business and emerging business areas for its clients [2] - The company emphasized that due to strict confidentiality agreements with clients, it cannot disclose specific product applications or details related to client business secrets [2] Group 2 - The company is committed to keeping pace with the development of top downstream clients and actively positioning itself in cutting-edge fields [2]