分红方面，继峰股份A股上市后累计派现9.98亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，继峰股份十大流通股东中，富国天惠成长混合(LOF)A/B （161005）位居第五大流通股东，持股2585.89万股，相比上期减少414.11万股。香港中央结算有限公司 位居第六大流通股东，持股2229.49万股，为新进股东。兴全商业模式混合(LOF)A（163415）位居第八 大流通股东，持股1939.56万股，相比上期减少129.60万股。富国消费主题混合A（519915）位居第九大 流通股东，持股1688.89万股，持股数量较上期不变。兴全新视野定期开放混合型发起式（001511）位 居第十大流通股东，持股1648.12万股，相比上期减少146.92万股。兴全合润混合A（163406）退出十大 流通股东之列。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 2月26日，继峰股份跌1.59%， ...

截至9月30日，继峰股份股东户数1.91万，较上期增加29.21%；人均流通股66273股，较上期减少 22.60%。2025年1月-9月，继峰股份实现营业收入161.31亿元，同比减少4.58%；归母净利润2.51亿元， 同比增长147.21%。 分红方面，继峰股份A股上市后累计派现9.98亿元。近三年，累计派现0.00元。 2月25日，继峰股份涨0.69%，成交额1.40亿元。两融数据显示，当日继峰股份获融资买入额993.07万 元，融资偿还798.18万元，融资净买入194.89万元。截至2月25日，继峰股份融资融券余额合计1.95亿 元。 融资方面，继峰股份当日融资买入993.07万元。当前融资余额1.94亿元，占流通市值的1.05%，融资余 额超过近一年60%分位水平，处于较高位。 融券方面，继峰股份2月25日融券偿还1.67万股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量5.94万股，融券余额86.13万元，低于近一年20%分位水平，处于低位。 资料显示，宁波继峰汽车零部件股份有限公司位于浙江省宁波市北仑区大碶璎珞河路17号，成立日期 2003年7月11日，上市日期201 ...

定点捷报频传 订单盈门添动能 新能源汽车产业加速驰骋，搭上行业发展"顺风车"的零部件企业，正持续收获发展红利。记者梳理发 现，今年1月以来，已有天成自控、今飞凯达、长源东谷等10多家A股汽车零部件公司，相继收到下游 客户的项目定点通知，涵盖座椅、轮毂、车载投影等多个细分领域。 天成自控的收获颇具代表性。公司全资子公司武汉天成近日收到国内某头部汽车企业的定点通知，成为 其乘用车座椅供应商。根据规划，该定点项目预计2026年10月量产，生命周期长达5年，预计总金额达 23亿元，将为公司长期业绩增长注入稳定动力。 马蹄声声催奋进，实干开局启新程。 "近期接连签下新订单，叠加在手订单的按期交付需求，全年生产工期已十分紧张。"四川一家汽车零部 件企业相关负责人告诉上海证券报记者，公司正月初五(2月21日)便全面返岗开工，目前生产工作已经 展开，员工们干劲十足。 我国汽车产业近年来取得高速发展，产业链上下游企业同步受益、协同发力。进入2026年以来，多家A 股汽车零部件上市公司捷报频传，定点订单接踵而至，行业蓬勃发展的势头愈发强劲。 "订单不断既是对零部件企业研发实力的认可，也是整车厂商对供应链稳定性的追求。"A股某汽车 ...

马蹄声声催奋进，实干开局启新程。 今飞凯达则在海外市场斩获颇丰。1月下旬，公司连续收到国际知名汽车制造商的项目定点通知，均为 铝合金轮毂产品的开发与供应。尽管供货数量、具体金额因保密要求未予披露，但今飞凯达在回复投资 者提问时表示，公司汽轮售后产品已覆盖北美、欧洲、东南亚等十几个国家和地区，目前在手订单充 足。 长源东谷同样迎来订单利好。其全资子公司长源朗弘1月下旬收到国内某乘用车企业定点函，被选定为 该客户某项目变速箱前中后壳体总成、发动机缸体毛坯及预加工的定点供应商。据披露，该项目预计 2026年6月底量产，生命周期5年，销售总金额预计在22亿元至30亿元之间。 立中集团、极米科技等企业也纷纷收获定点订单。其中，立中集团子公司墨西哥立中和天津立中，收到 某国际知名汽车制造商铝合金车轮项目定点，预计2027年中旬量产，生命周期8年，预计总金额约为 13.7亿元；极米科技全资子公司宜宾极米，收到国内某知名汽车主机厂的第二个开发定点通知，将成为 其某车型车载投影供应商。 乘势出海拓疆产业链加速突围 "近期接连签下新订单，叠加在手订单的按期交付需求，全年生产工期已十分紧张。"四川一家汽车零部 件企业相关负责人告诉 ...

Performance Overview - The company expects a net profit attributable to shareholders of 80 million to 95 million yuan for 2025, indicating a turnaround from losses, primarily due to an increase in passenger car seat orders and a recovery in multiple seat business markets [2] Business Developments - The company's wholly-owned subsidiary has received a designated notification for passenger car seats from a leading domestic automotive enterprise, with the project being platform-based (including three models) and expected to start mass production in October 2026, with a total lifecycle value of approximately 2.3 billion yuan [3] - Additionally, the company has signed a significant contract for drone systems, with a total amount exceeding 100 million yuan [3] Capital Movements - The company plans to repurchase shares using its own funds, with an amount between 100 million to 200 million yuan, aimed at equity incentives or employee stock ownership plans, with a repurchase price not exceeding 60.52 yuan per share [4]

2月12日， 继峰股份 跌0.91%，截至发稿，报14.22元/股，成交1.05亿元，换手率0.58%，总市值180.92 亿元。继峰股份股价已经连续4天下跌，区间累计跌幅5.39%。 资料显示，宁波继峰 汽车零部件 股份有限公司位于浙江省宁波市北仑区大碶璎珞河路17号，成立日期 2003年7月11日，上市日期2015年3月2日，公司主营业务涉及汽车内饰件及其系统,乘用车座椅以及道路 车辆、非道路车辆悬挂驾驶座椅和乘客座椅的开发、生产和销售。主营业务收入构成为：GrammerAG 集团分部72.24%，继峰分部29.49%。 汇丰晋信双核策略混合A（000849）成立日期2014年11月26日，最新规模5.88亿。今年以来收益 11.85%，同类排名988/8882；近一年收益64.35%，同类排名687/8127；成立以来收益307.13%。 汇丰晋信双核策略混合A（000849）基金经理为韦钰。 截至发稿，韦钰累计任职时间2年186天，现任基金资产总规模13.35亿元，任职期间最佳基金回报 80.69%，任职期间最差基金回报78.49%。 从基金十大重仓股角度 数据显示，汇丰晋信基金旗下1只基金重仓继峰股 ...

Core Viewpoint - Tiancheng Control (603085.SH) has received positive news, including a significant contract to supply passenger car seats, which is expected to enhance its market share in the automotive sector and improve its financial performance by 2025 [1][2][7]. Group 1: Business Developments - Tiancheng Control's wholly-owned subsidiary, Wuhan Tiancheng Control Automotive Seat Co., has been designated as a seat supplier for a leading domestic automotive company, with a project lifecycle value of 2.3 billion yuan [2][3]. - The project is set to begin mass production in October 2026 and will span five years, covering three vehicle models [2]. - The company has established partnerships with several major automotive manufacturers, including SAIC Motor, BYD, and NIO, enhancing its market presence [3]. Group 2: Financial Performance - Tiancheng Control anticipates a net profit of 80 million to 95 million yuan for 2025, marking a turnaround from previous losses [1][7]. - In the first half of 2025, the passenger car seat business generated 521 million yuan in revenue, a year-on-year increase of 59.65%, accounting for 45.93% of total revenue [3][7]. - The company reported a significant increase in net profit and revenue for the first three quarters of 2025, with net profit rising by 91.73% year-on-year [7][8]. Group 3: Research and Development - Tiancheng Control emphasizes high-quality product development and innovation, collaborating with top domestic universities to advance smart and lightweight seat designs [4]. - The company's R&D expenses have been substantial, with rates around 5.64% to 6.65% from 2022 to the first three quarters of 2025 [4]. Group 4: Market Expansion - The company is actively expanding its overseas presence, establishing subsidiaries in Singapore, Thailand, Malaysia, and the United States, with plans for a subsidiary in Japan [6]. - In the first half of 2025, domestic revenue accounted for 87.74% of total revenue, while international revenue, although smaller at 12.26%, exhibited a higher gross margin of 31.64% compared to 14.54% domestically [7].

Investment Rating - The investment rating for the company is "Buy" and is maintained [5]. Core Views - The company is expected to achieve a net profit attributable to shareholders of 410 to 500 million yuan in 2025, marking a significant turnaround from losses [3][9]. - The company is benefiting from rapid growth in its seating business and ongoing overseas operational integration, which is expected to lead to substantial profit elasticity in the future [9]. - The company has a rich order backlog and is poised for increased profitability as orders materialize [9]. Summary by Relevant Sections Financial Performance - The company anticipates a net profit of 2.0 billion yuan in Q4 2025, representing a year-on-year turnaround and a 107.1% increase [9]. - For the first half of 2025, the seating business generated revenue of 1.98 billion yuan, a year-on-year increase of 121.2% [9]. - The projected net profits for 2025, 2026, and 2027 are 450 million, 900 million, and 1.25 billion yuan respectively, with corresponding P/E ratios of 42.4X, 21.2X, and 15.4X [9]. Business Development - The company is expanding its seating business and has made significant progress in global integration, with 24 projects currently in hand as of July 31, 2025 [9]. - The company is also diversifying into air conditioning vents and vehicle refrigerators, which have already secured multiple orders, enhancing future growth prospects [9]. Market Position - The company is leveraging its production and R&D efficiency, along with a high self-manufacturing rate, to penetrate major global automotive manufacturers [9]. - The integration of Grammer is expected to enhance decision-making and management, further driving the company's global seating business [9].

Core Viewpoint - Tiancheng Automation's subsidiary, Wuhan Tiancheng, has been designated as a seat supplier for a leading domestic automotive company, marking a significant contract in the automotive sector [1] Group 1: Project Details - The project involves the supply of passenger car seats and is categorized as a platform project, which includes three vehicle models [1] - Production is expected to commence in October 2026, with a project lifecycle spanning five years [1] - The total projected value of the project over its lifecycle is estimated at 2.3 billion yuan [1]

Group 1 - Company Saisir signed a cooperation agreement with the Shapingba District Government of Chongqing, establishing a new company funded by the separation of existing assets related to blue electric vehicles [1] - The new company will have a shareholding structure where the SPV holds approximately 33.5%, other investors hold about 18.5%, and the company and its designated entities hold around 32% [1] - The new company's board will consist of 5 members, with the company appointing 1 member [1] Group 2 - Yunlu Co., Ltd. announced that the detention measures against its Chairman and General Manager, Li Xiaoyu, have been lifted, allowing him to resume his duties [2] - Lin Yang Energy's controlling shareholder plans to increase its stake in the company by investing between 50 million and 100 million yuan within the next 12 months [3] - Zhongfu Shenying's controlling shareholder plans to reduce its stake by up to 3%, amounting to a maximum of 27 million shares [4] Group 3 - Anlu Technology's shareholders, including several investment funds, plan to collectively reduce their stake by up to 4% [5] - Jinfeng Technology is in the planning stage of a share acquisition, with its controlling shareholder intending to transfer 6% of the company's shares [6] - Shenjian Co., Ltd. reported that its revenue from the commercial aerospace sector is less than 1% of its total revenue, indicating limited contribution from this segment [7] Group 4 - Guolian Minsheng plans to increase its investment in Minsheng Securities by 200 million yuan, with the funds sourced from a specific stock issuance [8] - Zhongsheng Pharmaceutical's subsidiary has reported positive results from two Phase III clinical trials for its innovative drug, indicating effective treatment for influenza in children and adolescents [9] - Mingguan New Materials has decided to terminate its investment in a solar backplane and functional film production project due to industry overcapacity and declining profitability [10] Group 5 - Huading Co., Ltd.'s controlling shareholder plans to publicly solicit buyers for a 6% stake in the company [11] - Tiancheng Auto Control's subsidiary has received a notification to supply passenger car seats for a major automotive client, with a project lifecycle value of 2.3 billion yuan [12] - Shanshan Co., Ltd. signed a restructuring investment agreement that may lead to a change in its controlling shareholder to Anhui State-owned Assets Supervision and Administration Commission [13] Group 6 - Sichuan Changhong intends to transfer 58.33% of its subsidiary's equity to its controlling shareholder for 33.1245 million yuan, as the subsidiary's business has ceased operations [14] - Ruili Kemi is planning to acquire a 16% stake in its subsidiary, with the stock being suspended from trading [15] - Yongtai Technology is also planning to purchase a 25% stake in Yongtai High-tech from Ningde Times, with its stock suspended from trading as well [16][17]