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 ...

Core Viewpoint - Dong'an Power experienced a decline in stock price, with a current trading value of 12.76 yuan per share and a total market capitalization of 5.952 billion yuan, indicating a challenging market environment for the company [1]. Group 1: Stock Performance - As of January 7, Dong'an Power's stock price decreased by 2.07%, with a trading volume of 166 million yuan and a turnover rate of 2.75% [1]. - Year-to-date, the stock price has fallen by 0.23%, with a 3.04% decline over the last five trading days, a 6.51% increase over the last 20 days, and a 4.28% decrease over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Dong'an Power reported a revenue of 3.766 billion yuan, reflecting a year-on-year growth of 25.88%. However, the net profit attributable to shareholders was -3.2845 million yuan, a decrease of 105.55% compared to the previous year [2]. - Since its A-share listing, Dong'an Power has distributed a total of 641 million yuan in dividends, with 29.1378 million yuan distributed over the last three years [2]. Group 3: Shareholder Information - As of December 10, 2025, the number of shareholders for Dong'an Power was 62,100, a decrease of 0.60% from the previous period, with an average of 7,510 circulating shares per shareholder, which increased by 0.60% [2]. - The fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 1.1693 million shares, an increase of 318,300 shares from the previous period [2]. Group 4: Company Overview - Dong'an Power, established on October 8, 1998, and listed on October 14, 1998, is located in Harbin, Heilongjiang Province. The company primarily engages in the production and sale of microcar engines and components [1]. - The revenue composition of Dong'an Power includes 70.71% from engines, 27.88% from transmissions and other components, and 1.41% from supplementary sources [1]. - The company is classified under the automotive industry, specifically in the automotive parts sector, focusing on chassis and engine systems, and is associated with concepts such as low-altitude economy and energy conservation [1].

截至12月10日，隆盛科技股东户数2.76万，较上期增加5.44%；人均流通股6367股，较上期减少5.16%。 2025年1月-9月，隆盛科技实现营业收入18.10亿元，同比增长10.13%；归母净利润2.10亿元，同比增长 36.89%。 分红方面，隆盛科技A股上市后累计派现1.77亿元。近三年，累计派现1.14亿元。 资料显示，无锡隆盛科技股份有限公司位于无锡市新吴区珠江路99号，成立日期2004年6月16日，上市 日期2017年7月25日，公司主营业务涉及发动机废气再循环（EGR）系统板块、新能源板块和精密零部 件板块。主营业务收入构成为：其他62.71%，EGR产品及喷射系统37.29%。 隆盛科技所属申万行业为：汽车-汽车零部件-底盘与发动机系统。所属概念板块包括：汽车热管理、国 六概念、减速器、汽车零部件、特斯拉等。 1月7日，隆盛科技盘中下跌2.02%，截至13:41，报52.26元/股，成交5.84亿元，换手率6.27%，总市值 119.00亿元。 机构持仓方面，截止2025年9月30日，隆盛科技十大流通股东中，鹏华碳中和主题混合A（016530）位 居第二大流通股东，持股836.19万股， ...

Core Viewpoint - Zhaofeng Co., Ltd. has experienced a decline in stock price and significant changes in shareholder structure, while showing growth in revenue and net profit for the first nine months of 2025 [1][2]. Group 1: Stock Performance - On January 7, Zhaofeng's stock price fell by 2.00%, reaching 92.51 CNY per share, with a trading volume of 97.52 million CNY and a turnover rate of 1.02%, resulting in a total market capitalization of 9.46 billion CNY [1]. - Year-to-date, Zhaofeng's stock has decreased by 7.55%, with a 1.51% increase over the last five trading days, a 2.05% increase over the last 20 days, and a 10.66% decrease over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Zhaofeng achieved an operating income of 511 million CNY, representing a year-on-year growth of 5.17%, and a net profit attributable to shareholders of 303 million CNY, which is a significant increase of 230.34% year-on-year [2]. Group 3: Shareholder Structure - As of September 30, 2025, the number of Zhaofeng's shareholders decreased to 6,687, a reduction of 40.25%, while the average circulating shares per person increased by 67.37% to 15,291 shares [2]. - The top ten circulating shareholders include notable institutional investors, with Yongying Advanced Manufacturing Smart Selection Mixed Fund increasing its holdings by 1.70 million shares, and new shareholder Penghua Carbon Neutral Theme Mixed Fund acquiring 222,690 shares [3].