股东减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 股东的基本情况 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603107 证券简称：上海汽配 公告编号：2025-039 上海汽车空调配件股份有限公司 截至本公告披露日，上海汽车空调配件股份有限公司（以下简称"公司"或"上海汽配"）股东格洛利國際 公司（以下简称"格洛利"）持有公司股份46,039,764股,占公司总股本的13.6481%,股东迪之凯国际贸易 （上海）有限公司（以下简称"迪之凯"）持有公司股份4,572,270股,占公司总股本的1.3554%,格洛利与迪 之凯为一致行动人。 ● 减持计划的主要内容 格洛利与迪之凯拟通过大宗交易及集中竞价交易方式减持公司股份合计不超过5,900,000股，即不超过公 司总股本的1.75%。其中，通过大宗交易减持的，自本公告披露之日起15个交易日后的3个月内进行， 合计减持比例不超过公司总股本的1.75%，任意连续90日内减持股份总数不超过公司总股本的2%；通过 集中 ...

证券代码：603107 证券简称：上海汽配 公告编号：2025-039 上海汽车空调配件股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 股东的基本情况 截至本公告披露日，上海汽车空调配件股份有限公司（以下简称"公司"或 "上海汽配"）股东格洛利國際公司（以下简称"格洛利"）持有公司股份 司（以下简称"迪之凯"）持有公司股份 4,572,270 股,占公司总股本的 1.3554%, 格洛利与迪之凯为一致行动人。 ? 减持计划的主要内容 一、减持主体的基本情况 | 股东名称 | 格洛利國際公司 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | | □是 □否 | | | | | | | 直接持股 | 5%以上股东 | | √是 □否 | | | | | | | | 董事、监事和高级管理人员 | | □是 □否 | | | ...

智通财经APP讯，上海汽配(603107.SH)发布公告，格洛利与迪之凯拟通过大宗交易及集中竞价交易方 式减持公司合计不超过1.75%股份。其中，通过大宗交易减持的，自本公告披露之日起15个交易日后的 3个月内进行，合计减持比例不超过公司总股本的1.75%，任意连续90日内减持股份总数不超过公司总 股本的2%;通过集中竞价交易减持的，自本公告披露之日起15个交易日后的3个月内进行，合计减持比 例不超过公司总股本的1%，任意连续90日内减持股份总数不超过公司总股本的1%。 ...

Economic Performance - In the first half of the year, the GDP of Jinxik Town is expected to grow by 6% year-on-year [1] - The industrial output value reached 24.18 billion, with a year-on-year increase of 6.7%, ranking second in Kunshan [1] - Total fixed asset investment amounted to 1.79 billion, showing a year-on-year growth of 17.1%, while industrial investment was 1.4 billion, with a significant increase of 32.5%, ranking first and third in Kunshan respectively [1] Industry Development - Jinxik Town is focusing on five major industries: consumer electronics, communication equipment, automotive parts, low-altitude economy, and intelligent manufacturing [1] - Major projects such as the "Jinxiu Living Room · Luxshare Precision Science Park" with an investment of over 6 billion were launched, expected to generate over 20 billion in industrial output and create over 10,000 jobs [1] Innovation and Collaboration - Jinxik Town has established deep cooperation with Nanjing University of Information Science and Technology to create an innovation achievement transformation base [1] - The town added 36 invention patents and 144 utility model patents, and initiated one provincial-level industry-university-research cooperation project [1] Tourism Growth - In the first half of the year, Jinxik Town received 2.15 million tourists, a year-on-year increase of 34% [2] - Total tourism revenue reached 73 million, reflecting a year-on-year growth of 12% [2]

Core Insights - eBay is focusing on Europe as a blue ocean market for automotive parts, leveraging local manufacturing hubs and expanding into second and third-tier cities in Guangdong [1][4] - The demand for automotive aftermarket parts is increasing globally due to rising vehicle ownership and the growth of cross-border e-commerce [2][5] - Guangdong province leads in automotive parts exports in China, with significant growth in e-commerce sales to various international markets [4][6] Group 1: Market Trends - The European automotive aftermarket is valued at over €180 billion, growing at a stable rate of 5% annually, with online penetration currently at only 10% [5] - The demand for automotive parts in Europe is driven by a high vehicle ownership rate, with over 400 million cars and an average vehicle age exceeding 12 years [5] - The export of automotive parts from Guangdong reached a total of 1.6 trillion yuan in the first five months of the year, with a growth rate of 6.7% [1][4] Group 2: Industry Dynamics - The rise of electric vehicles (EVs) in Europe is creating a surge in demand for related components, with sales of Chinese-made charging stations in Germany increasing over 600% compared to three years ago [6][7] - Companies are optimizing supply chains by sourcing directly from manufacturers to reduce costs and improve delivery times [6][9] - The automotive parts market is facing challenges from tariffs, particularly in the U.S., which could impact transportation costs and inventory management [9] Group 3: Company Strategies - eBay's strategy includes connecting more local manufacturing hubs to enhance supply chain efficiency and reduce costs [6] - Companies are expanding their product lines to include EV components, responding to the growing market for electric vehicles in Europe [7][8] - The focus on high-value automotive electronics and systems is expected to provide additional revenue streams for companies operating in the automotive parts sector [8]

Group 1 - eBay hosted an annual auto parts overseas conference in Guangzhou, focusing on expanding into the European market, attracting over 500 participants from various regions [2] - The Chinese automotive parts industry is enhancing its competitive strength and forming industrial clusters, with cross-border e-commerce breaking traditional trade barriers and opening up international market opportunities [2] - eBay's General Manager for Greater China stated that the current period is a golden opportunity for Chinese auto parts to accelerate global expansion, particularly in the mature and stable European market [2] Group 2 - eBay launched a special incentive program for auto parts sellers to help them seize opportunities in Europe, including traffic boosts, subsidies, big data product selection, and customized training [3] - Traditional auto parts such as exterior components, chassis parts, and engine systems continue to be strong sellers, with significant sales growth reported in Germany and the UK over the past three years [3] - The demand for new energy-related products is rapidly increasing in Europe, with sales of Chinese-made charging stations on eBay's German site soaring over 600% compared to three years ago [3] Group 3 - A cross-border e-commerce company reported that after ten years on eBay, Europe has become one of their fastest-growing markets, maintaining double-digit growth this year [4] - European buyers are characterized by strong professionalism and loyalty, with purchasing power exceeding expectations, facilitating smooth business development in Germany and France [4]

Core Insights - The Chinese automotive market is experiencing rapid growth, leading to a booming automotive parts industry, particularly in smart rearview mirrors, which are becoming essential safety features in vehicles [1][15] - The smart rearview mirror market in China is projected to reach approximately 65.3 billion yuan in 2024, with a year-on-year growth of 22.1% [1][15] - Advancements in technology are expanding the functionalities and applications of smart rearview mirrors, with potential integration with navigation and autonomous driving systems in the future [1][15] Industry Overview - Smart rearview mirrors are defined as mirrors with independent operating systems that allow users to install various applications, providing features such as driving records, GPS positioning, and real-time entertainment [3][5] - The industry has evolved through three phases: initial exploration (2010-2015), functional upgrades (2016-2019), and the current phase of connected intelligence (2020-present) [7][15] Market Dynamics - The demand for smart rearview mirrors is closely linked to the growth in vehicle ownership, which has increased from 172 million vehicles in 2015 to an estimated 353 million by 2024, reflecting a compound annual growth rate of 8.32% [12][15] - The smart rearview mirror industry is characterized by a diverse competitive landscape, with both international giants and local brands competing for market share [17][18] Key Players - Major companies in the smart rearview mirror market include Hikvision, Luochang Technology, and 70mai, among others, with established market positions and a range of product offerings [17][18] - Emerging brands such as Puno, Ruizhun, and others are also gaining traction in the market [17] Industry Trends - The smart rearview mirror industry is witnessing trends towards increased intelligence, with features like blind spot monitoring and voice control becoming more prevalent [23] - There is a clear shift towards high-definition and multifunctional designs, enhancing user experience and safety [24] - The industry is also moving towards lightweight and electric designs to improve fuel efficiency and reduce emissions [25]

Market Overview - The defense and military industry sector is experiencing a strong performance, with stocks like Guotai Junan International rising over 101% [2][8] - On June 25, A-shares opened mixed, with the Shanghai Composite Index slightly down while the Shenzhen Component and ChiNext Index were in the green [2][3] - The morning saw a rally in the market, with the Shanghai Composite Index turning positive and the ChiNext Index rising over 1% [2] Sector Performance - Multiple sectors such as diversified finance, aerospace and military, brokerage, and education saw gains, while oil and gas, shipping, coal, and banking sectors struggled [3][4] - The diversified finance sector increased by 2.96%, aerospace and military by 2.01%, and education by 1.55% [4] Stock Highlights - Guotai Junan International's stock reached a peak of HK$2.50, marking a rise of over 101% [8] - Other notable stocks in the non-bank financial sector included Guosheng Financial, which hit the daily limit with a price of CNY 14.48, up 10.03% [7][9] - The military industry saw significant gains, with stocks like Guorui Technology hitting the daily limit with a 20.02% increase [10][11] Regulatory Developments - Guotai Junan International received approval from the Hong Kong Securities and Futures Commission to upgrade its existing securities trading license to include virtual asset trading services, making it the first Chinese broker in Hong Kong to offer comprehensive virtual asset trading services [9][10] Automotive Sector Activity - The automotive sector showed localized activity, particularly in smart driving and automotive parts, with stocks like Zhaofeng Co. rising over 10% [12]

Group 1 - The core revenue composition of Meichen Technology for the year 2024 is as follows: automotive parts account for 82.61%, engineering construction for 11.36%, other businesses for 5.76%, and other industries for 0.27% [1] Group 2 - On June 17, 2025, the Shenzhen Stock Exchange issued a regulatory letter to Shandong Meichen Technology Co., Ltd. and its executives regarding violations related to the disclosure of the 2024 third-quarter report [3] - The company corrected accounting errors in the 2024 third-quarter report, which resulted in a reduction of total profit, net profit attributable to shareholders, total assets, and net assets for the first three quarters of 2024 [3] - The actions of the company's executives, including the former chairman and general manager, were found to violate multiple provisions of the Growth Enterprise Market Listing Rules [3]

证券代码：603107 证券简称：上海汽配 公告编号：2025-036 上海汽车空调配件股份有限公司 关于召开2025年第二次临时股东大会的通知 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 召开的日期时间：2025 年 7 月 3 日 13 点 00 分 召开地点：上海市浦东新区莲溪路 1188 号三楼会议室 (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 7 月 3 日 (六)融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 涉及融资融券、转融通业务、约定购回业务相关账户以及沪股通投资者 的投票，应按照《上海证券交易所上市公司自律监管指引第 1 号 — 规范运 作》等有关规定执行。 (七)涉及公开征集股东投票权 无 二、 会议审议事项 本次股东大会审议议案及投票股东类型 投票股东类型 序号 议案名称 A 股股东 非累积投票议案 提供担保额度事项的议案》 本次提交股东大会审议的议案已经公司第三届董事会第十七次会议、第三 ...