Core Viewpoint - The company Hengshuai Co., Ltd. (300969.SZ) announced a significant reduction in its convertible bonds held by major shareholders, indicating potential shifts in shareholder confidence and capital structure [1] Group 1: Shareholder Actions - The controlling shareholder Hengshuai Investment, along with actual controller Yu Guomei and the concerted actor Ningbo Yumi, notified the company of their recent actions [1] - These shareholders have reduced their holdings of Hengshuai convertible bonds by a total of 513,449 units, which represents 15.68% of the total issuance of Hengshuai convertible bonds [1]

Group 1 - The core point of the article is that Changqing Co., Ltd. has announced an investment of 20 million yuan as a limited partner in the Jiaxing Zhongping Wanlong Equity Investment Partnership, accounting for 49.9875% of the fund's total committed capital [1] - The total scale of the investment fund is 40.01 million yuan, focusing on sectors such as new materials, controllable nuclear fusion, semiconductors, artificial intelligence, new energy, TMT (Technology, Media, and Telecommunications), advanced manufacturing, big health, and big consumption [1]

格隆汇1月7日丨常青股份(603768.SH)公布，为充分借助专业投资机构的专业资源及其投资管理优势， 顺利实现对具有一定实力的国家新兴战略项目公司的间接投资，促进公司长远发展，进一步提升公司的 综合竞争力和盈利能力。公司参股投资合伙企业，该投资基金规模人民币4,001万元，公司作为有限合 伙人，拟认缴出资人民币2,000万元，占投资基金总额的49.9875%。 ...

1月7日，A股三大指数集体上涨。截至收盘，沪指涨0.05%，报4085.77点，深成指涨0.06%，报14030.56点，创业板指涨 0.31%，报3329.69点。从板块行情上来看，今日表现较好的是半导体、光刻机（胶）和可控核聚变，而电子纸概念、页岩 气和空间站概念等板块下跌。 基金经理是一只基金产品最核心的成员，能决定一只基金的投资方向、投资策略以及投资风格，基金经理出色的择时选股 能力和调研预测能力是基金业绩的有力保证，所以基金经理是投资者在选择基金产品时的重要依据。基金经理的变动很大 程度上会影响到基金产品未来的表现，是一个需要特别关注的信息。1.7日共有11位基金经理发生任职变动。 将时间周期缩短到最近一周（12月31日-1月7日）来看，基金调研数量第一的公司是熵基科技，熵基科技属于计算机设备行 业，主营业务为智慧空间、智慧办公、数字身份认证及智慧商业领域，专业向相关领域提供具备物体目标检测、身份识别 与验证功能的智能终端、行业应用软件与平台。熵基科技共被34家基金机构调研，其次被调研数量较多的股票是京基智 农、京北方和浙矿股份，分别接受29家、25家和23家基金机构的调研。 | | | 草打行 | ...

Core Viewpoint - The company, Shanghai Automotive Air Conditioning Parts Co., Ltd., is focusing on expanding its international market presence and enhancing its core competitiveness through strategic investments and product development in the automotive parts sector, particularly in the context of new energy vehicles and global trade initiatives [2][3]. Company Overview - Shanghai Automotive Air Conditioning Parts Co., Ltd. was established on July 8, 1992, and listed on November 1, 2023. The company specializes in the research, development, production, and sales of automotive air conditioning pipes and fuel distribution pipes [7]. - The company's main business revenue composition includes automotive thermal management system products (79.38%), automotive engine system products (18.86%), and others (1.76%) [7]. Market Position and Financial Performance - As of September 30, 2025, the company achieved a revenue of 1.645 billion yuan, representing a year-on-year growth of 6.41%, and a net profit attributable to shareholders of 135 million yuan, with a slight increase of 0.28% [8]. - The company has a total market capitalization of 5.08 billion yuan, with a trading volume of 31.55 million yuan and a turnover rate of 0.96% on January 7 [1]. Strategic Initiatives - The company plans to establish a wholly-owned subsidiary in Morocco with an investment of up to 100 million yuan to enhance its international strategy and operational capabilities [2]. - The company has established long-term stable relationships with major global engine manufacturers, including BorgWarner and NPP ITELMA LLC, which require strict supplier certification processes [2]. Product Development - The company's R&D department has over 30 years of experience and has quickly developed air conditioning pipe products that meet the quality standards for new energy vehicles, gaining recognition from clients [3]. - The automotive air conditioning pipe products are widely used in various traditional fuel models and have become a major supplier for first-tier new energy vehicle manufacturers [3].

格隆汇1月7日丨富维股份(600742.SH)在互动平台表示，富维公司目前主要聚焦汽车零部件领域进行业 务拓展，未布置与商业航天业务相关的规划。 ...

这款前照灯在延续沃尔沃汽车标志性 " 雷神之锤 " 设计的基础上，赋予其更强的科技感与功能属性 同时，避免对对向车辆造成眩目风险。若探测到路边有反光路牌、广告牌或玻璃等反光物体，系统会自动关闭定向LED，防止驾驶员眩目。针对满载等导致 车头下沉的情况，车灯无需用户操作，可自动调整大灯照射高度，确保光型始终聚焦于路面。 根据车辆交付区域（左舵/右舵），灯组默认照射模式自动适配道路规则，减少跨国使用时的手动调节需求。 此外，日间行车灯采用独特的LED灯带设计，形似北欧神话中雷神托尔的武器—雷神之锤，象征力量与守护。其创新光学设计实现了未点亮时的纯净白 色和点亮后的均匀光效，彰显汽车的品质与科技感。当用户接近或离开车辆时，灯光更会呈现动态迎宾和送别效果，赋予用户更个性化的用车体验。 佛瑞亚海拉为沃尔沃全新 XC70 打造极具未来感的雷神之锤前照灯 国际零部件供应商佛瑞亚海拉与沃尔沃汽车携手，为该品牌旗下的首款长续航超级混动SUV--全新XC70车型量身定制了极具未来感的"雷神之锤"前照 灯。这款前照灯在延续沃尔沃汽车标志性"雷神之锤"设计的基础上，赋予其更强的科技感与功能属性，为消费者带来安全、可靠的出行体验。该车 ...

格隆汇1月7日丨隆基机械(002363.SZ)在互动平台表示， 公司是一家专业从事汽车制动盘、制动鼓等制 动部件产品研发、生产与销售的国家高新技术企业，没有参与开发航天级轻量化铝合金部件。 ...

格隆汇1月7日丨隆基机械(002363.SZ)在互动平台表示，公司研发、生产和销售的汽车制动盘、制动鼓 等制动部件产品可用于无人驾驶车辆；公司是国内各大新能源汽车厂的主要供应商，鉴于保密协议，具 体厂家不便对外透露。 ...

资料显示，浙江仙通橡塑股份有限公司位于浙江省台州市仙居县现代工业集聚区，成立日期1996年11月 25日，上市日期2016年12月30日，公司主营业务涉及汽车密封条等汽车零部件的研发、设计、生产和销 售。主营业务收入构成为：橡胶密封条80.47%，塑胶密封条16.22%，其他(补充)2.72%，金属辊压件 0.59%。 从基金十大重仓股角度 数据显示，广发基金旗下1只基金重仓浙江仙通。广发改革混合（001468）三季度持有股数40.41万股， 占基金净值比例为3.57%，位居第三大重仓股。根据测算，今日浮亏损失约44.45万元。 1月7日，浙江仙通跌5.08%，截至发稿，报20.56元/股，成交2.40亿元，换手率4.23%，总市值55.66亿 元。 广发改革混合（001468）成立日期2015年7月27日，最新规模2.33亿。今年以来收益3.74%，同类排名 2775/8823；近一年收益46.14%，同类排名2427/8083；成立以来收益19.4%。 广发改革混合（001468）基金经理为陈少平。 截至发稿，陈少平累计任职时间19年43天，现任基金资产总规模2.33亿元，任职期间最佳基金回报 81.55 ...