资料显示，浙江斯菱智能驱动集团股份有限公司位于浙江省新昌县澄潭街道江东路3号，成立日期2004 年11月22日，上市日期2023年9月15日，公司主营业务涉及汽车轴承的研发、制造和销售。主营业务收 入构成为：制动系统类轴承80.22%，传动系统类轴承12.78%，动力系统类轴承5.27%，非汽车类轴承 0.94%，其他(补充)0.79%。 从基金十大重仓股角度 数据显示，国联安基金旗下1只基金重仓斯菱智驱。国联安气候变化混合A（016635）三季度增持1.62万 股，持有股数5.42万股，占基金净值比例为5.49%，位居第九大重仓股。根据测算，今日浮盈赚取约 45.22万元。连续5天上涨期间浮盈赚取310.5万元。 国联安气候变化混合A（016635）成立日期2022年9月28日，最新规模1.27亿。今年以来收益2.85%，同 类排名4506/8823；近一年收益29.67%，同类排名4239/8083；成立以来亏损32.82%。 1月7日，斯菱智驱涨5.03%，截至发稿，报174.50元/股，成交6.50亿元，换手率2.71%，总市值403.57亿 元。斯菱智驱股价已经连续5天上涨，区间累计涨幅52.68% ...

数据显示，兴证全球基金旗下1只基金位居斯菱智驱十大流通股东。兴全合远两年持有混合A （011338）三季度减持41.64万股，持有股数139.8万股，占流通股的比例为1.44%。根据测算，今日浮 盈赚取约194.32万元。 兴全合远两年持有混合A（011338）成立日期2021年4月27日，最新规模18.68亿。今年以来收益 41.63%，同类排名1910/8085；近一年收益40.01%，同类排名1826/8085；成立以来收益1.52%。 12月31日，斯菱智驱涨1.03%，截至发稿，报136.78元/股，成交2.25亿元，换手率1.19%，总市值316.34 亿元。 资料显示，浙江斯菱智能驱动集团股份有限公司位于浙江省新昌县澄潭街道江东路3号，成立日期2004 年11月22日，上市日期2023年9月15日，公司主营业务涉及汽车轴承的研发、制造和销售。主营业务收 入构成为：制动系统类轴承80.22%，传动系统类轴承12.78%，动力系统类轴承5.27%，非汽车类轴承 0.94%，其他(补充)0.79%。 从斯菱智驱十大流通股东角度 数据显示，兴证全球基金旗下1只基金重仓斯菱智驱。兴全合远两年持有混合A（0 ...

Group 1 - The core viewpoint of the news is that Slin Automotive Bearings Co., Ltd. has seen a significant increase in its stock price, rising 5.25% on November 27, reaching 110.39 CNY per share, with a total market capitalization of 25.53 billion CNY [1] - Slin's stock has experienced a continuous increase for four days, with a cumulative growth of 26.97% during this period [1] - The company's main business involves the research, development, manufacturing, and sales of automotive bearings, with revenue composition as follows: 80.22% from brake system bearings, 12.78% from transmission system bearings, 5.27% from power system bearings, 0.94% from non-automotive bearings, and 0.79% from other sources [1] Group 2 - From the perspective of fund holdings, Slin is a significant position in the Fuguo Carbon Neutral Mixed A Fund, which held 90,900 shares, accounting for 3.43% of the fund's net value, ranking as the tenth largest holding [2] - The fund has realized a floating profit of approximately 500,800 CNY today, with a total floating profit of 2,025,000 CNY during the four-day increase [2] - The Fuguo Carbon Neutral Mixed A Fund was established on February 24, 2023, with a current scale of 294 million CNY and a year-to-date return of 6.5% [2]

Group 1 - The core viewpoint of the news is that Siling Co., Ltd. has experienced a significant stock price increase, with a 14.39% rise over three consecutive days, reaching a price of 100.00 CNY per share and a market capitalization of 23.128 billion CNY [1] - Siling Co., Ltd. specializes in the research, manufacturing, and sales of automotive bearings, with its main business revenue composition being 80.22% from brake system bearings, 12.78% from transmission system bearings, 5.27% from power system bearings, 0.94% from non-automotive bearings, and 0.79% from other sources [1] - The company was established on November 22, 2004, and was listed on September 15, 2023 [1] Group 2 - Among the top ten circulating shareholders of Siling Co., Ltd., a fund from Invesco Great Wall, specifically the Invesco Great Wall Steady Return Mixed A (001194), has entered the list, holding 1.1% of the circulating shares [2] - The Invesco Great Wall Steady Return Mixed A fund has achieved a year-to-date return of 98.76%, ranking 27th out of 8134 in its category, and a one-year return of 108.55%, ranking 21st out of 8056 [2] - The fund manager, Jiang Shan, has a tenure of 4 years and 107 days, with the fund's total asset size being 36.787 billion CNY [3]

Group 1 - The core point of the news is that Slin Automotive Bearings Co., Ltd. experienced a stock price drop of 5.29%, with a current share price of 132.02 yuan and a total market capitalization of 21.057 billion yuan [1] - The company, established on November 22, 2004, specializes in the research, manufacturing, and sales of automotive bearings, with its main revenue sources being brake system bearings (80.22%), transmission system bearings (12.78%), and power system bearings (5.27%) [1] - The trading volume for Slin shares was 213 million yuan, with a turnover rate of 1.63% [1] Group 2 - According to data, a fund under AVIC Fund has Slin as one of its top ten holdings, with the AVIC Trend Leading Mixed Fund A (021489) increasing its stake by 153,600 shares in the third quarter, bringing its total holdings to 718,700 shares, which accounts for 5.33% of the fund's net value [2] - The AVIC Trend Leading Mixed Fund A has a current scale of 259 million yuan and has achieved a year-to-date return of 79.29%, ranking 234 out of 8148 in its category [2] - The fund manager, Wang Sen, has been in charge for 2 years and 43 days, with the fund's total asset size at 2.85 billion yuan and a best return of 147.29% during his tenure [3]

Core Viewpoint - On October 30, 2023, Siling Co., Ltd. experienced a 3.60% decline in stock price with a trading volume of 280 million yuan, indicating potential market volatility and investor sentiment concerns [1] Financing Summary - On the same day, Siling Co. had a financing buy-in amount of 30.96 million yuan and a financing repayment of 37.50 million yuan, resulting in a net financing outflow of 6.54 million yuan [1] - The total financing and securities balance for Siling Co. reached 621 million yuan, accounting for 5.38% of its circulating market value, which is above the 70th percentile of the past year, indicating a high level of financing activity [1] - The company had no short-selling activity on October 30, with a short-selling balance of 1.16 million yuan, which is also above the 80th percentile of the past year, suggesting a high level of short-selling interest [1] Business Performance - As of September 30, 2023, Siling Co. reported a total of 14,700 shareholders, a decrease of 13.12% from the previous period, while the average number of circulating shares per shareholder increased by 14.92% to 6,615 shares [2] - For the period from January to September 2023, Siling Co. achieved a revenue of 581 million yuan, representing a year-on-year growth of 4.38%, and a net profit attributable to shareholders of 140 million yuan, which is a 2.17% increase year-on-year [2] Dividend and Shareholder Information - Since its A-share listing, Siling Co. has distributed a total of 99 million yuan in dividends [3] - Among the top ten circulating shareholders as of September 30, 2023, Yongying Advanced Manufacturing Mixed Fund (018124) is the third-largest shareholder with 7.18 million shares, an increase of 680,000 shares from the previous period [3] - Other notable changes include a decrease in holdings by Penghua Carbon Neutrality Theme Mixed Fund (016530) and Xingsheng Huan Yuan Two-Year Holding Mixed Fund (011338), while Invesco Great Wall Stable Return Mixed Fund (001194) entered the top ten shareholders as a new investor [3]

Core Viewpoint - Siling Co., Ltd. specializes in the research, development, manufacturing, and sales of automotive bearings, with a diverse product range and customer base, and has recently been listed on the Shenzhen Stock Exchange [1] Group 1: Business Performance - In Q3 2025, Siling achieved a revenue of 581 million yuan, ranking 79th in the industry, significantly lower than the top competitors Weichai Power and Top Group, which reported revenues of 170.57 billion yuan and 20.93 billion yuan respectively [2] - The main business revenue composition includes brake system bearings at 314 million yuan (80.22%), transmission system bearings at 49.99 million yuan (12.78%), and power system bearings at 20.60 million yuan (5.27%) [2] - The net profit for the same period was 140 million yuan, ranking 36th in the industry, which is also below the industry average of 27.5 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Siling's debt-to-asset ratio was 18.08%, lower than the previous year's 18.72% and significantly below the industry average of 39.06%, indicating lower debt pressure [3] - The gross profit margin for Q3 2025 was 34.33%, an increase from 32.59% year-on-year and higher than the industry average of 21.53%, reflecting strong profitability [3] Group 3: Management and Shareholder Structure - The chairman and general manager, Jiang Ling, received a salary of 822,000 yuan in 2024, an increase of 37,200 yuan from the previous year [4] - As of September 30, 2025, the number of A-share shareholders decreased by 13.12% to 14,700, while the average number of circulating A-shares held per shareholder increased by 14.92% to 6,615.19 [5] Group 4: Future Outlook - According to Guosheng Securities, Siling's performance in the first three quarters of 2025 met expectations, with a revenue increase of 4% year-on-year and a net profit increase of 2% [6] - The company is advancing capacity upgrades, with a new high-end automotive bearing project expected to gradually release capacity in the second half of 2025 [6] - Long-term profit projections estimate net profits of 220 million yuan, 260 million yuan, and 350 million yuan for 2025, 2026, and 2027 respectively, with a "buy" rating maintained [6]

Group 1 - The core point of the news is the significant increase in the stock price of Slin Automotive Bearings Co., Ltd., which rose by 5.38% to 134.20 CNY per share, with a trading volume of 2.22 billion CNY and a total market capitalization of 21.405 billion CNY [1] - Slin Automotive Bearings Co., Ltd. was established on November 22, 2004, and went public on September 15, 2023. The company specializes in the research, development, manufacturing, and sales of automotive bearings [1] - The main business revenue composition includes: 80.22% from brake system bearings, 12.78% from transmission system bearings, 5.27% from power system bearings, 0.94% from non-automotive bearings, and 0.79% from other supplementary products [1] Group 2 - From the perspective of fund holdings, Huafu Fund has a significant position in Slin Automotive Bearings, with its Huafu Technology Momentum Mixed A fund holding 660,000 shares, accounting for 5.24% of the fund's net value, making it the second-largest holding [2] - The Huafu Technology Momentum Mixed A fund, established on November 6, 2019, has a current scale of 570 million CNY and has achieved a return of 101.68% this year, ranking 47 out of 8244 in its category [2] - The fund manager, Shen Cheng, has been in position for 3 years and 276 days, with a total asset scale of 1.661 billion CNY, achieving the best fund return of 68.31% and the worst return of 12.03% during his tenure [2]

Core Viewpoint - The company, Siling Co., Ltd., is experiencing growth in its stock performance and is benefiting from various market trends, including the depreciation of the RMB and advancements in its product lines, particularly in the fields of robotics and new energy vehicles [1][2][3]. Group 1: Company Performance - On September 23, Siling Co., Ltd. saw a stock increase of 1.49%, with a trading volume of 7.25 billion and a market capitalization of 211.21 billion [1]. - For the first half of 2025, the company reported a revenue of 391 million, representing a year-on-year growth of 8.75%, and a net profit attributable to shareholders of 99.17 million, up 4.95% year-on-year [7]. - The company has a significant overseas revenue share of 68.37%, benefiting from the depreciation of the RMB [3]. Group 2: Product Development - The company is in the early stages of mass production for its harmonic reducers, which are essential components for various types of robots, including industrial and humanoid robots [2]. - Siling Co., Ltd. has successfully developed and mass-produced high-performance new products, including low-energy bearings and self-locking hub bearings, while also achieving key technological breakthroughs in the electric motor bearing systems for new energy vehicles [2][3]. Group 3: Market Position and Recognition - Siling Co., Ltd. has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in China for companies excelling in niche markets and possessing strong innovation capabilities [3]. - The company operates primarily in the automotive bearing sector, with its main revenue sources being brake system bearings (80.22%), transmission system bearings (12.78%), and power system bearings (5.27%) [7].

Group 1 - The core viewpoint of the news is the significant increase in the stock price of Slin Automotive Bearings Co., Ltd., which rose by 5.45% to 127.49 CNY per share, with a total market capitalization of 20.335 billion CNY as of September 22 [1] - Slin's main business involves the research, development, manufacturing, and sales of automotive bearings, with revenue composition as follows: 80.22% from brake system bearings, 12.78% from transmission system bearings, 5.27% from power system bearings, 0.94% from non-automotive bearings, and 0.79% from other sources [1] - The company was established on November 22, 2004, and was listed on September 15, 2023 [1] Group 2 - According to data from the top ten holdings of funds, one fund under Debang Fund has a significant position in Slin, specifically the Debang High-end Equipment Mixed Initiation A Fund (023566), which held 70,700 shares, accounting for 6.15% of the fund's net value, making it the eighth largest holding [2] - The Debang High-end Equipment Mixed Initiation A Fund has a total scale of 13.2597 million CNY and has achieved a return of 23.94% since its inception on March 14, 2025 [2] Group 3 - The fund manager of Debang High-end Equipment Mixed Initiation A Fund is Lu Yang, who has been in the position for 1 year and 334 days, managing total assets of 1.198 billion CNY [3] - During Lu Yang's tenure, the best fund return was 260.39%, while the worst return was 14.36% [3]