经贸为桥 双向奔赴的合作热潮 一组亮眼数据勾勒出苏州与德国经贸合作的强劲势头：去年贸易额是137.74亿美元，今年前7月突 破81.64亿美元。 来到苏州对德合作的"桥头堡"太仓，这里有超560家德企，占全国制造业德企总数10%。当地形成 的高端装备制造、汽车零部件产业集群，不仅撑起苏州对德贸易的半壁江山，更带动苏州工业园区、苏 州高新区、昆山市等区域形成"全域联动"的合作格局。"太仓在德国有良好的口碑，很多德国企业家相 信太仓，选择太仓。"在上海德国中心CEO夏建安看来，这正是苏州对德合作的关键节点。 苏州已成为德国企业来华投资的优选地。截至今年7月，苏州累计实际使用德国投资36.22亿美元， 博世、西门子、福伊特等知名德企在此设立全球研发与生产基地，部分企业年营收超百亿元，将苏州工 厂打造成辐射亚太的核心枢纽。 双向投资的热潮同样澎湃。近年来，苏州企业主动"出海"掘金，在德国布局133个投资项目，中方 协议投资额17.6亿美元，从化学原料制品到电力生产供应，在多个领域与德企展开深度协作。此外，双 方的合作逐渐向新材料、新能源、人工智能、机器人应用等高科技领域延伸。 近日，第十二届"一带一路"中德经济合作对 ...

Group 1 - The core viewpoint of the report is that the humanoid robot industry is expected to experience an upward trend, potentially reshaping the industrial ecosystem within the next 5-10 years [1] - Humanoid robots possess strong cross-scenario adaptability and the ability to implement AI, making them a strategic focal point in the new technological revolution [1] - The humanoid robot industry is anticipated to achieve large-scale penetration in various fields such as industrial manufacturing and medical rehabilitation [1] Group 2 - Automotive parts companies are highlighted for their strong customer expansion capabilities and mass production abilities, which provide them with a significant competitive advantage [1] - Domestic automotive manufacturers are increasingly entering the humanoid robot sector, allowing automotive parts companies to leverage their existing customer relationships to quickly integrate into the robot supply chain [1]

截至2025年9月19日收盘，渤海汽车（600960）报收于4.61元，较上周的4.65元下跌0.86%。本周，渤海 汽车9月17日盘中最高价报4.93元。9月19日盘中最低价报4.57元。渤海汽车当前最新总市值43.82亿元， 在汽车零部件板块市值排名166/230，在两市A股市值排名3628/5153。 公司公告汇总：渤海国际破产程序已启动，债权人需在德国时间2025年11月17日前申报债权。 公司公告汇总 渤海汽车系统股份有限公司于2025年3月28日召开董事会及监事会，2025年4月15日召开2025年第三次临 时股东大会，审议通过关于子公司渤海国际和BTAH拟申请破产的议案。渤海国际已向德国当地法院提 交破产申请，并于2025年7月14日收到哈勒（萨勒）地方法院裁定书，法院裁定对渤海国际财产实行临 时管理，并指定临时破产管理人。近日，德国哈勒（萨勒）地方法院发布公告及裁定书，正式启动渤海 国际破产程序并指定破产管理人，债权人需在德国时间2025年11月17日前向破产管理人申报债权。截至 本公告日，渤海国际破产程序正按《德国破产法》规定进行。该事项不会影响公司现有业务正常生产经 营。公司将持续关注进展 ...

Core Points - The German SME Headquarters Cluster in Wuhu was inaugurated as part of the 2025 World Manufacturing Conference, aiming to facilitate the "go out, bring in" strategy for Anhui's manufacturing industry [1] - The cluster will focus on German "hidden champion" companies in sectors like automotive parts and high-end intelligent manufacturing, establishing marketing and innovation centers [1] - By 2030, the cluster aims to gather a number of German SMEs, creating an open development model of "German technology + Anhui manufacturing + global market" [1] - A strategic cooperation agreement was signed among various organizations to support the establishment of the cluster [1] Industry Insights - "Hidden champions" refer to small and medium-sized enterprises that are globally leading in niche markets but are not widely known [2] - Hermann Simon, a German management scholar, emphasized the shift of German companies from merely exporting products to establishing local production facilities in China, indicating a significant change in the global value chain [2] - The collaboration between Germany and China is seen as essential for leveraging these changes in the industry landscape [2]

Core Insights - The annual growth rate of technology contract transaction volume from Beijing to Tianjin and Hebei is 25%, increasing from over 7 billion yuan in 2013 to over 84 billion yuan in 2024, indicating a shift from planning to actual implementation in industrial collaboration [1] - The Hebei Artificial Intelligence Computing Center is recognized for its leading comprehensive computing power index in the country, serving over 100 enterprises with AI solutions that enhance operational efficiency [3] - The Xiong'an City Computing Center provides advanced data services, including remote monitoring and alert systems for residents, showcasing the integration of technology in urban management [4] Industry Collaboration - The special robotics industry is a key component of the "six chains and five clusters" in the Beijing-Tianjin-Hebei industrial collaboration, with products developed in Beijing and manufactured in Tangshan [7] - Over 300 key component enterprises from Tianjin and Hebei have entered the Beijing automotive supply chain, enhancing the efficiency of the automotive parts supply network [9] - The modern steel city of Shougang Jingang integrates advanced technologies, including AI and automated systems, to optimize production processes and logistics [11] Innovation and Development - The Xiong'an New Area is attracting innovative enterprises due to supportive policies and incentives, fostering a collaborative environment for technology development [11] - Various innovative solutions, such as the "Beidou + 5G indoor positioning technology," are being implemented to improve urban living conditions and efficiency [11] - The region is witnessing a significant influx of talent and innovation resources, contributing to high-quality economic development [11]

作者 I 余梦莹 报道 I 投资界PEdaily 本周，拓普集团股价创下历史新高，最新市值约1 30 0亿元。回顾六年时间里，公司股价 累计上涨约15倍，今年以来涨幅也超过了5 0%。 乘上人形机器人的东风。 公司身后是一对宁波父子——邬建树、邬好年。早年从一间汽车配件厂起家，后来成长为 NVH行业的集成供应商。2 01 6年拓普集团切入新能源汽车领域，最新则是抓住机器人风 口。 作为人形机器人的供应商， 拓普集团的股价不断攀升，带来一场财富增值。根据《20 25 胡润全球富豪榜》，邬建树以59 0亿的身家位列第382位，首次登顶宁波本土首富。 白手起家，父子掌舵 故事要从一位宁波青年说起。 1 9 8 3年，年仅19岁的邬建树开始闯江湖，兜兜转转最终在宁波创立第一家拓普汽车配件 厂。彼时国内汽车工业处于起步阶段，资金少、技术薄。邬建树从橡胶减震垫等基础零件 做起，瞄准北京吉普这一款热门车型，迅速成为其最大的供货商，赚下第一桶金。 然而仅凭传统的橡胶加工业务，难以在市场竞争中立足。1 9 9 6年，邬建树决定进军汽车 零部件，随后成立"拓普减震"，并进一步涉足汽车隔音业务，至此两大核心板块成型。 2 0 0 ...

Group 1 - Hebei Shichang Automotive Parts Co., Ltd. officially listed on the Beijing Stock Exchange on September 19, 2025, with an initial offering price of 10.90 yuan per share, raising approximately 171 million yuan in total funds [1][3] - The stock price closed at 40.50 yuan per share, reflecting a significant increase of 271.56% [1] - The public offering involved no more than 18.055 million shares, with funds primarily allocated to the "Zhejiang Xingchang Automotive Technology Co., Ltd. annual production of 600,000 new energy high-pressure fuel tank project (Phase II)" and to supplement working capital [1][3] Group 2 - From 2022 to 2024, the company's operating revenue grew from 282 million yuan to 515 million yuan, while net profit attributable to shareholders increased from 11.82 million yuan to 69.24 million yuan, achieving profit growth for three consecutive years [1] - In the first half of 2025, the company expects operating revenue of 281 million yuan, representing a year-on-year growth of 22.05%, and a net profit of 30.84 million yuan, up 10.28% year-on-year [1] - The automotive parts industry, as a supporting sector for the automotive industry, has a market size exceeding 5 trillion yuan, with rapid growth in new energy vehicle production and sales driven by "dual carbon" goals [3] Group 3 - The funds raised will help consolidate the company's leading position in the high-pressure fuel tank market and meet downstream market demand [3] - Shichang Co. was established on November 15, 2006, recognized as a "little giant" enterprise in the third batch of specialized and innovative enterprises, and awarded as a champion in Hebei's manufacturing sector [3] - The company's main business includes the research, production, and sales of automotive fuel systems, with core products being automotive plastic fuel tank assemblies, categorized into normal pressure and high pressure [3]

Group 1 - The company Tianyouwei announced a joint investment with Fujian Sanfeng Investment Group to establish a subsidiary, Fujian Tianyouwei Electronic Technology Co., Ltd, with a registered capital of 10 million yuan, where Tianyouwei will contribute 7 million yuan and Sanfeng Group will contribute 3 million yuan [1] - The purpose of this investment is to expand the passenger vehicle market customer base, better meet the supply needs of vehicle manufacturers, increase market share, and enhance the company's core competitiveness [1][2] - Tianyouwei primarily engages in the research, design, production, sales, and service of automotive instruments, and is gradually expanding into the smart cockpit field, with products including electronic combination instruments and full LCD combination instruments [1] Group 2 - The establishment of the subsidiary will allow both shareholders to leverage their advantages to jointly develop new customers and enhance the company's competitive strength, which is expected to have a positive impact on future development [2] - The new subsidiary will be included in the company's consolidated financial statements, leading to a change in the scope of the company's consolidated reporting [2]

Group 1 - A new company, Zhongshan Jinchanghong Technology Co., Ltd., has been established with a registered capital of 500,000 RMB [1] - The company's business scope includes technology services, development, consulting, and transfer, as well as manufacturing and sales of automotive parts, home appliances, hardware products, molds, and plastic products [1] - The company is authorized to conduct business activities independently based on its business license, except for projects that require approval by law [1]

天眼查App显示，近日，广州佰优特汽车零部件有限公司成立，注册资本100万人民币，经营范围为汽 车零部件再制造;汽车零部件及配件制造;汽车零配件批发;汽车零配件零售;货物进出口;技术进出口;石油 制品销售（不含危险化学品）;化工产品销售（不含许可类化工产品）;汽车装饰用品销售;润滑油销售; 互联网销售（除销售需要许可的商品）;机动车修理和维护;摩托车及零配件批发;摩托车及零配件零售; 消防器材销售;日用化学产品销售;智能车载设备销售;喷枪及类似器具销售;国内贸易代理。 ...