8月25日，福赛科技跌5.01%，截至发稿，报74.35元/股，成交1.67亿元，换手率4.86%，总市值63.08亿 元。福赛科技股价已经连续3天下跌，区间累计跌幅6.14%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从基金十大重仓股角度 责任编辑：小浪快报 数据显示，创金合信基金旗下1只基金重仓福赛科技。创金合信启富优选股票发起A（019338）二季度 持有股数1.1万股，占基金净值比例为1.08%，位居第五大重仓股。根据测算，今日浮亏损失约4.31万 元。连续3天下跌期间浮亏损失5.63万元。 截至发稿，张荣累计任职时间10年79天，现任基金资产总规模3193.95万元，任职期间最佳基金回报 50.35%， 任职期间最差基金回报-31.64%。 资料显示，芜湖福赛科技股份有限公司位于安徽省芜湖市鸠江经济开发区灵鸢路2号，成立日期2006年 10月20日，上市日期2023年9月11日，公司主营业务涉及专注于汽车内饰件研发、生产和销售的高新技 术企业。主营业务收 ...

从福赛科技十大流通股东角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，国泰基金旗下1只基金位居福赛科技十大流通股东。国泰估值优势混合(LOF)A（160212）二 季度新进十大流通股东，持有股数206.23万股，占流通股的比例为4.56%。根据测算，今日浮亏损失约 808.42万元。连续3天下跌期间浮亏损失1055.9万元。 责任编辑：小浪快报 国泰估值优势混合(LOF)A（160212）成立日期2010年2月10日，最新规模10.83亿。今年以来收益 47.71%，同类排名478/8259；近一年收益84.08%，同类排名483/8023；成立以来收益277.7%。 8月25日，福赛科技跌5.01%，截至发稿，报74.35元/股，成交1.67亿元，换手率4.86%，总市值63.08亿 元。福赛科技股价已经连续3天下跌，区间累计跌幅6.14%。 国泰估值优势混合(LOF)A（160212）基金经理为王兆祥。 资料显示，芜湖福赛科技股份有限公司位于安徽省芜湖 ...

新泉股份 2025082320250822 摘要 新泉股份经历四个发展阶段：2011-2015 年收入稳定；2016-2017 年 受益于吉利和上汽自主车型收入快速增长；2018-2020 年营收停滞； 2021-2024 年新能源渗透率提升及自主品牌份额增加驱动收入增长至 超 130 亿元。 公司乘用车仪表板市占率在 2017-2018 年提升至约 5.7%，此后市占率 明显提升。整体毛利率从 2013 年的接近 30%下降至 2024 年的约 20%，但乘用车业务毛利率保持相对稳定。 2018-2019 年全流程毛利率下滑，原因是资本开支加速但收入增长失 速、产能利用率下降导致摊销占比提升以及原材料价格上涨。2024 年 销售费用因质保金影响同比下降，管理费用因海外布局及特斯拉项目提 前量产而上升。 客户结构显著变化：早期奇瑞和吉利为主要客户，中期吉利和上汽占比 提升，近期奇瑞、特斯拉、吉利和理想为重要客户。未来预计通过全球 化发展，与大众、沃尔沃、奥迪等海外 OEM 合作实现增长。 Q&A 新泉股份在过去几年中经历了哪些主要的发展阶段？ 新泉股份自成立以来，一直深耕于汽车内饰件行业，作为汽车事件整体解决 ...

Company Overview - Shandong Kuntai New Materials Technology Co., Ltd. specializes in the R&D, production, and sales of automotive interior materials and products, listed on February 16, 2023 [2] - The company’s main products include automotive tufted carpets and needle-punched carpets, primarily serving the complete vehicle matching market [2] Market Position and Growth - The company has established stable partnerships with brands such as BMW, Audi, Mercedes-Benz, and NIO, and is actively expanding overseas with subsidiaries in the USA, Singapore, and Mexico [2] - The needle-punched carpet segment has seen rapid growth due to favorable industry policies and increasing demand for new energy vehicles [3] Production Capacity and Investment - The company’s production capacity for needle-punched carpets has significantly increased following the launch of a project to produce high-grade needle-punched materials and 15,000 tons of BCF yarn [3] - The project is expected to enhance market share in the needle-punched carpet sector [3] Future Development and Market Expansion - Kuntai plans to strengthen its domestic market while expanding its presence in overseas markets, aiming to increase global market share [3] - The company is also focusing on R&D in the fiber sector to develop products that meet customer needs, enhancing overall competitiveness and profitability [3] Joint Ventures and Strategic Partnerships - The establishment of a Sino-Japanese joint venture aims to improve collaboration with Japanese clients and expand into the Japanese market [3] - The joint venture will facilitate resource integration and joint development in areas such as fiber and automotive carpets [3]

Group 1 - The closing price of Daimay Co., Ltd. (603730) on July 10, 2025, was 5.68 yuan, with no change in price, a turnover rate of 0.41%, a trading volume of 88,300 shares, and a transaction amount of 50.03 million yuan [1] - On July 10, the fund flow for Daimay Co., Ltd. showed a net outflow of 3.01 million yuan from main funds, accounting for 6.02% of the total transaction amount, while retail investors had a net inflow of 2.56 million yuan, accounting for 5.13% [2][4] - Daimay Co., Ltd. announced the second-year interest payment for its convertible bonds ("Daimay Convertible Bonds") on July 18, 2025, with a face value interest rate of 0.50%, resulting in an interest payment of 0.50 yuan per bond (including tax) [2][4] Group 2 - The bond interest payment date is set for July 18, 2025, with the interest calculation period from July 18, 2024, to July 17, 2025 [2] - The total issuance amount of the "Daimay Convertible Bonds" was 909.39 million yuan, with a maturity of 6 years, and the interest rate increases annually [2]

Core Points - The company announced the interest payment schedule for its convertible bonds, "Daimai Convertible Bonds," which will begin on July 18, 2025 [1][5] - The bonds were issued on July 18, 2023, with a total of 9.07939 million bonds at a face value of RMB 100 each, with varying interest rates over the years [2][5] - The initial conversion price for the bonds was set at RMB 15.72 per share, which will be adjusted downwards to RMB 13.31 and subsequently to RMB 9.93 and RMB 7.37 due to annual profit distribution plans [3][4] Summary by Sections Bond Issuance Overview - The company issued 9.07939 million convertible bonds with a face value of RMB 100 each, with interest rates of 0.50% for the second year, 1.00% for the third year, 1.50% for the fourth year, 1.80% for the fifth year, and 2.00% for the sixth year [2][5] - The bonds can be converted into shares from January 24, 2024, to July 17, 2029, with an initial conversion price of RMB 15.72 per share [2] Interest Payment Plan - The interest payment for the bonds will be made annually, with the first payment covering the period from July 18, 2024, to July 17, 2025, at a rate of 0.50% [5][6] - The payment dates include the interest registration date on July 17, 2025, and the interest payment date on July 18, 2025 [1][5] Tax Implications - Individual investors are subject to a 20% tax on interest income, resulting in a net interest payment of RMB 0.40 per bond after tax [7][8] - Non-resident enterprises are exempt from corporate income tax on bond interest income until December 31, 2025 [8]

Core Viewpoint - The actual controller of Daimay Co., Ltd. (岱美股份) has completed the transfer of shares, which may impact the company's stock performance and ownership structure [1][3]. Summary by Sections Share Transfer Details - Jiang Ming transferred 32,228,732 shares through block trading, accounting for 1.5000% of the company's total shares [1][2]. - Prior to the transfer, Jiang Ming held 165,405,317 shares, representing 7.6983% of the total shares [1][2]. - The transfer occurred between July 3 and July 7, 2025, at a price range of 5.09 to 5.15 CNY per share, totaling approximately 165.36 million CNY [1][2]. Background of the Transfer - The share transfer was part of a property division agreement related to Jiang Ming's divorce from Ju Wenjing, as disclosed in a prior announcement on June 11, 2025 [3]. - The shares were transferred to Jianxin Trust - Private Banker Family Trust No. 12898 [3]. Current Shareholding Status - After the transfer, Jiang Ming's remaining shareholding is 133,176,585 shares, which is 6.1983% of the total shares [2].

Core Viewpoint - The announcement details the conversion results of the company's convertible bonds, highlighting the low conversion rate and the significant amount of unconverted bonds as of June 30, 2025 [2][7]. Summary by Sections Convertible Bond Issuance Overview - The company issued 9,079,390 convertible bonds on July 18, 2023, with a total value of RMB 907.939 million and a maturity of 6 years [3]. - The coupon rates are structured to increase from 0.30% in the first year to 2.00% in the sixth year [3]. - The initial conversion price was set at RMB 15.72 per share, with the conversion period from January 24, 2024, to July 17, 2029 [3]. Conversion Status of Convertible Bonds - As of June 30, 2025, a total of RMB 27,000 worth of bonds had been converted into 2,270 shares, representing 0.0002% of the total shares before conversion [2][7]. - The amount of unconverted bonds stood at RMB 907,912,000, accounting for 99.9970% of the total issuance [2][7]. Share Capital Changes - The company approved a profit distribution plan on May 20, 2025, resulting in a bonus share distribution of 0.3 shares for every share held, leading to an increase of 495,826,935 shares [8]. - The controlling shareholder, Zhejiang Zhoushan Daimai Investment Co., Ltd., and its concerted parties received an additional 401,629,670 shares due to this distribution [9]. Other Information - The company’s securities department can be contacted for further inquiries [10].

Core Viewpoint - The company, Shanghai Daimai Automotive Interior Parts Co., Ltd., has maintained its credit ratings for both its corporate and convertible bonds, indicating stable financial health and consistent performance in the market [1][2]. Group 1: Credit Ratings - The previous credit rating for the company was "AA" with a stable outlook, and the same ratings have been reaffirmed in the latest assessment [1][2]. - The convertible bond "Daimai Convertible Bond" also retained its credit rating of "AA" with a stable outlook, showing no changes from the previous evaluation [1][2]. Group 2: Rating Agency - The credit ratings were conducted by China Chengxin International Credit Rating Co., Ltd. (CCXI), which performed a comprehensive analysis of the company's operational status [1].

Core Viewpoint - The actual controller of Shanghai Daimai Automotive Interior Parts Co., Ltd. has added a new concerted action party, which does not change the overall shareholding ratio or the identity of the controlling shareholder [1][6]. Group 1: Addition of Concerted Action Party - The actual controller, Mr. Jiang Ming, has signed a concerted action agreement with the family trust, which is necessary due to property division from a divorce agreement [1][2]. - The addition of the family trust as a concerted action party only changes the composition of the concerted action members without affecting the total shareholding ratio or quantity [1][6]. Group 2: Main Content of the Concerted Action Agreement - The agreement stipulates that Mr. Jiang will direct the family trust in buying and exercising shareholder rights related to Daimai shares, ensuring that actions taken by the trust align with Mr. Jiang's decisions [2][3]. - The family trust has authorized Mr. Jiang to independently exercise certain shareholder rights, including voting and management rights, without needing additional authorization [3][4]. Group 3: Impact on the Company - Prior to the agreement, Mr. Jiang and his concerted action parties held a total of 1,740,395,236 shares, representing 81.00% of the company's total equity [6]. - After the agreement, the total shareholding remains unchanged, ensuring that there is no alteration in the identity of the controlling shareholder or actual controller [6].