炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 文 | 《次世代车研所》栏目 罗宁 近日，《次世代车研所》从博世中国内部员工处获悉，目前公司已开启裁员，人数近200人，"重灾 区"为博世在无锡的燃油汽车项目和氢燃料电池项目。 另有员工证实裁员的真实性，但直言公司的补偿方案相对优厚，"目前这几波都是经济性裁员，全部补 偿了N+4。今年6月份，还将在国内开启一轮裁员，涉及员工会更多"。 博世中国官方向《次世代车研所》否认了裁员一说，称此举是企业的正常经营管理深化行为。 作为全球最大汽车零部件供应商，博世的裁员行动早已不是秘密——2024年曾宣布在德国裁员9000人， 2025年又追加裁员1.3万人，预计到2030年底将裁员2.2万人。而在中国区，博世的员工数量呈现些许下 降趋势，根据披露，其在2023年底有约5.8万名员工，一年后该数据降至5.6万。 博世中国总裁徐大全曾坦言："在电机、电桥、电控和辅助驾驶等新兴领域，博世的盈利状况都不乐 观"。目前纵观行业，华为、比亚迪等多家中国企业崛起，抢占了市场份额，博士在竞争中逐渐"失 宠"。 销售额下滑，中国总裁坦言"辅助驾驶从领先到追赶" 关 ...

市场传言，公司已与股东中昊芯英签订框架性合作协议，开展人工智能相关业务。经公司自查，截至目前，公司无开展人工智能相关业务的计划；并与股 东中昊芯英确认，截至目前，公司未与股东中昊芯英签订任何框架性合作协议或类似协议。 2025年，天普股份以全年1663.20%的累计涨幅跻身年度"大牛股"行列。其中，自去年8月起，随着中昊芯英拟入主公司的消息公布，公司股价在短短4个月 内飙升718.39%。 2月2日晚间，天普股份（605255）发布公告称，近期，公司对税务合规性进行了自查。经自查发现，公司因对税收政策适用条件理解存在偏差，错误享受 了企业所得税税收优惠政策，需补缴企业所得税及滞纳金合计581.19万元。 其中公司需补缴企业所得税348.33万元，滞纳金232.86万元。截至本公告披露日，公司已按要求将上述税款及滞纳金缴纳完毕，该次涉税事项不涉及行政 处罚。 对公司影响方面，上述补缴企业所得税事项不属于重要的前期会计差错，不涉及前期财务数据追溯调整。本次补缴企业所得税及滞纳金将计入公司2026年 当期损益，预计将减少公司2026年度净利润约581.19万元，最终以2026年度经审计的财务报表为准。 值得一提的是 ...

本报记者 方凌晨 公募排排网统计数据显示，今年1月份，公募机构共参与了5只新股的网下配售，获配金额超12亿元。在 业内人士看来，公募机构参与"打新"，主要出于收益增厚、优化组合配置、战略布局等多方面考量。未 来公募"打新"热情有望延续，综合实力强劲的公募机构有望主导"打新"市场。 新股各具行业代表性 上述数据显示，1月份公募机构参与新股网下配售合计获配6022.33万股，获配金额达12.50亿元。 深圳市融智私募证券投资基金管理有限公司FOF（基金中的基金）基金经理李春瑜对《证券日报》记者 分析，一方面，新股网下配售具有风险相对较低、收益兑现较快的特点，能够有效增厚基金收益，尤其 在市场震荡期间，"打新"收益可以成为基金重要的收益稳定器；另一方面，"打新"也是公募机构布局高 成长赛道的重要方式，通过参与新股配售，公募机构可以提前锁定优质资产，与现有权益组合形成互 补，进一步优化配置结构。 具体来看，公募机构参与网下配售的5只新股分别是恒运昌、振石股份、北芯生命、至信股份和世盟股 份，从申万行业分类来看，这些新股各具行业代表性，分别隶属于半导体、玻璃玻纤、医疗器械、汽车 零部件和物流五大行业。 在南开大学金融学 ...

一、本次使用闲置自有资金进行现金管理到期赎回的情况 2026年1月7日，公司使用闲置自有资金2,000万元购买浦发银行郑州支行的结构性存款。具体内容详见 公司于2026年1月8日在指定信息披露媒体披露的《关于使用闲置自有资金进行现金管理的进展公告》 （公告编号：2026-001）。 近日上述现金管理产品已到期赎回。公司收回本金2,000万元，取得收益2万余元。具体情况如下： 登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或者重大 遗漏。 飞龙汽车部件股份有限公司（以下简称"公司"或"飞龙股份"）于2025年10月20日召开第八届董事会第十 七次会议和第八届监事会第十五次会议，审议通过《关于继续使用暂时闲置募集资金及自有资金进行现 金管理的议案》。为提高资金使用效益，增加股东回报，在不影响募投项目建设和正常经营的情况下， 公司及子公司拟使用不超过人民币2.2亿元（含本数）的暂时闲置募集资金和不超过3亿元（含本数）的 闲置自有资金进行现金管理。上述额度自董事会审议通过之日起12个月内有效，在前述额度和期限范围 内可循环滚动使用， ...

Core Viewpoint - The company has approved the use of up to RMB 200 million of temporarily idle raised funds for cash management, ensuring that it does not affect the construction of investment projects and the use of raised funds [1][2]. Group 1: Cash Management Approval - The company's board of directors has passed a resolution to use temporarily idle raised funds for cash management and to store the remaining balance in a designated deposit account to enhance fund utilization efficiency [1]. - The company has received a no-objection opinion from the sponsor institution regarding this matter [1]. Group 2: Current Cash Management Status - As of the date of this announcement, the company has RMB 100 million of temporarily idle raised funds that have not yet matured in cash management [2].

Group 1 - The company issued 9,079,390 convertible bonds with a total amount of 907.939 million yuan, with a maturity of 6 years and a tiered interest rate starting from 0.30% in the first year to 2.00% in the sixth year [2] - The initial conversion price for the convertible bonds is set at 15.72 yuan per share, with the conversion period from January 24, 2024, to July 17, 2029 [2] - The company plans to lower the conversion price from 15.72 yuan to 13.31 yuan, which was approved in a board meeting on March 15, 2024 [4] Group 2 - The conversion price will further adjust to 9.93 yuan per share starting from June 3, 2024, following the completion of the 2023 annual profit distribution plan [4] - The conversion price will be adjusted again to 7.37 yuan per share from June 4, 2025, after the 2024 annual profit distribution plan [5] - The company has conditional redemption terms for the convertible bonds, which can be triggered if the stock price remains above 130% of the conversion price for at least 15 out of 30 trading days [6][7]

Group 1 - Public funds participated in the offline allocation of 5 new stocks in January, with a total allocation amount exceeding 1.25 billion yuan [1][2] - The participation of public funds in "new stock subscription" is driven by multiple factors, including profit enhancement, portfolio optimization, and strategic layout [1][3] - The new stocks allocated to public funds represent various industries, including semiconductors, glass fiber, medical devices, auto parts, and logistics [2] Group 2 - In January, public funds received a total of 60.22 million shares, with the highest allocation amounting to 423 million yuan for the semiconductor equipment company Hengyun Chang [3][4] - A total of 107 public fund institutions participated in the offline allocation, with 20 institutions receiving over 10 million yuan [4] - Leading public funds such as E Fund, Southern Fund, and ICBC Credit Suisse Fund were in the top tier of "new stock subscription," each receiving over 100 million yuan [4][5] Group 3 - The ongoing interest in sectors like semiconductors and new energy is expected to sustain the enthusiasm for public funds in "new stock subscription" [5] - Increased competition in offline allocations may lead to a higher difficulty in winning shares and a potential divergence in returns [5] - Top public funds with strong research capabilities and financial strength are likely to dominate the "new stock subscription" market, while smaller funds may need to focus on niche sectors and optimize their bidding strategies [5]

Core Viewpoint - The company has established a global manufacturing and sales service system, with significant growth in overseas revenue and profitability from its subsidiaries in Europe and Mexico [2] Group 1: Company Expansion - The company set up wholly-owned subsidiaries in Europe and Mexico in 2017 and 2018 [2] - The overseas revenue for the first half of 2025 reached 200.42 million yuan, accounting for 51.39% of the company's total revenue [2] Group 2: Clientele and Market Position - The company serves as a primary supplier for automotive clients, including major brands such as Volkswagen Group, Caterpillar, and Stellantis [2] - The overseas clients include various passenger and commercial vehicle brands, indicating a strong market presence [2]

Group 1 - The core business of Suoao Sensor includes automotive sensors and accessories, fuel system components, automotive interior parts, new energy components, and automotive thermal management parts [2] - The controlling shareholder, Zhongchuang Xinhang, focuses on the research, production, and sales of power batteries and energy storage systems, indicating no competition within the same industry [2]

Group 1 - The core point of the article is that Wan'an Technology reported a total of 35,548 shareholders as of January 30, 2026 [2]