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金固股份与九号公司达成合作 共拓电动交通新材料应用空间
10月10日晚间,金固股份(002488)发布公告称,公司与九号公司签订《战略合作框架协议》。双方旨 在共同攻关以轻质高强度材料替代传统结构这一行业关键核心技术,提升在电动交通领域的行业影响力 与竞争力。 根据协议内容,双方的合作将聚焦三大核心方向:其一,九号公司利用其在智能短交通和服务类机器人 领域的产品资源与技术优势,依托丰富的产品线和应用场景,协助金固股份加速推进阿凡达铌微合金等 新材料在产业升级中的创新应用与落地;其二,金固股份将基于在各类新材料应用方面的深厚积累与产 业布局,特别是独家的阿凡达铌微合金材料,积极协同九号公司在电动两轮车、服务机器人等产品中开 展新材料在车身关键零部件的研发与应用拓展,为九号公司提供兼具轻量化、高强度和低成本的零部件 产品;其三,双方将共享市场分析、投资机会等,构建资本与产业链协同机制,并建立长期合作联络机 制,保障合作高效推进。 值得注意的是,该协议为框架性合作文件,有效期为1年,自2025年10月至2026年9月,期满可自动顺 延,且不涉及具体交易金额。金固股份在公告中强调,协议签订短期内对公司经营业务无重大影响,长 期影响存在不确定性,取决于双方合作实施情况以及后 ...
涛涛车业(301345):业绩表现靓丽,电动高尔夫球车持续高增,机器人业务逐步落地
Xinda Securities· 2025-10-10 07:34
证券研究报告 公司研究 [Table_ReportType] 公司点评报告 [Table_StockAndRank] 涛涛车业(301345) 投资评级 上次评级 [Table_Author] 姜文镪 新消费行业首席分析师 执业编号:S1500524120004 邮 箱: jiangwenqiang@cindasc.com 骆峥 新消费行业分析师 执业编号:S1500525020001 邮 箱: luozheng1@cindasc.com [Table_OtherReport] 涛涛车业:电动高尔夫持续放量,规 模效应凸显 涛涛车业:电动高尔夫球车持续放量, 海外供应链布局领先 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅大厦B 座 邮编:100031 持续打造机器人新曲线,与宇树达成合作。公司于 7 月与杭州宇树科技股份 有限公司签署战略合作协议。双方深度协同核心资源,融合涛涛车业全渠道 优势与宇树科技先进机器人技术,在机器人北美等海外市场开拓、C 端场景 探索与产品二次开发销售、商业化落地等领域开展深度战略合作,共同探索 机器人行业发展新机 ...
涛涛车业Q3预盈5.8亿元-6.2亿元,同比预增92.46%至105.73%
Ju Chao Zi Xun· 2025-10-10 04:15
资料显示,涛涛车业的主营业务是全地形车、电动高尔夫球车、电动滑板车、电动平衡车、电动自行车及其配件、用品的研 发、生产和销售。 涛涛车业在报告期内加快了海外产能建设,严格把控费用支出,深化品牌营销策略,并不断拓展销售渠道。这些措施有效提高 了公司的经营效率,实现了营业收入和利润的持续增长。 | | | | 项目 | | | 本报告期 | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 东的净利润 | | 58, 000 | | 62,000 | 30, 136.06 | | | 比上年同期 期长 | 92. 46% | | 105. 73% | | | 扣除非经常性损益 后的净利润 | | 57,480 | - | 61. 480 | 29, 481. 78 | | | 比上年同期 期长 | 94.97% | | 108. 54% | | 10月9日,浙江涛涛车业股份有限公司(以下简称"涛涛车业")发布了2025年第三季度业绩预告。根据公告,涛涛车业预计在 2025年1月1日至9月30日期间实现归属于上市公司股东的净利润为58,000万元至6 ...
春风动力拟募资不超25亿扩产 多项业务情况披露引关注
Xin Lang Cai Jing· 2025-09-29 11:59
Core Viewpoint - The company has responded to the Shanghai Stock Exchange's inquiry regarding the necessity of its fundraising projects, previous fundraising usage, and its business and operational conditions [1] Fundraising Projects - The current fundraising project includes the construction of a new production line for 3 million sets of motorcycles, electric vehicles, and core components, along with marketing network and information system upgrades. The company plans to add 200,000 units of fuel motorcycle capacity, 1.7 million units of electric bicycle capacity, and 1.1 million units of electric motorcycle capacity. The projects have not yet obtained land use rights or environmental assessments. The company's latest cash balance is 7.753 billion yuan, and it aims to raise no more than 2.5 billion yuan [2] - The marketing network project has a total investment of 900 million yuan, with 450 million yuan planned to be funded from the raised capital, aiming to establish 4,900 new stores. The information system upgrade project requires an investment of 120 million yuan, primarily for software and hardware procurement, constituting capital expenditure. The company has a funding gap of approximately 2.614 billion yuan, exceeding the planned fundraising scale, indicating the necessity and rationality of this financing [2] Previous Fundraising - The previous fundraising projects included the expansion of power sports equipment and the intelligent transformation of production lines, as well as the upgrade of the R&D center. In April 2023, the company adjusted its internal investment structure and amounts, increasing the civil engineering budget while reducing equipment purchase and installation costs. The adjusted projects are expected to be operational by March 2024, achieving the original goals. The R&D center upgrade has enhanced the company's R&D capabilities, resulting in multiple honors and patent achievements. The total non-capital expenditures from the previous fundraising exceeded the total amount raised by 321.2368 million yuan, which will be deducted from the current fundraising total [3] Business Operations - The company's main business revenue is categorized into all-terrain vehicles, fuel motorcycles, electric two-wheelers, parts, and others. Revenue figures from 2022 to Q1 2025 are 11.378 billion yuan, 12.110 billion yuan, 15.038 billion yuan, and 4.250 billion yuan, with gross margins of 24.45%, 32.73%, 30.06%, and 29.73% respectively. Over 70% of sales are from overseas markets, primarily in North America and Europe [4] - Revenue and gross margin changes for each product are influenced by various factors. For instance, all-terrain vehicles are affected by market demand and exchange rates, while fuel motorcycles benefit from increased recreational demand, and electric two-wheelers see sales growth due to model expansion. Sales in overseas markets have varied, with North America experiencing rapid growth in the first half of 2025, Europe showing steady growth, and the Asian market (excluding mainland China) facing adjustments due to the Turkish market [4] - The company has adjusted its dealer network, with most dealers being independent from the company. Sales expenses align with business area layouts and development strategies, with a higher proportion of sales expenses in overseas markets and an increase in domestic expenses due to the expansion of electric two-wheeler business [4] Financial Metrics - The company has a high accounts receivable turnover rate, a low inventory turnover rate, and a continuously increasing fixed asset scale. Long-term receivables have a high proportion of aging accounts, while overseas assets and business scales are effectively matched and managed. The auditor has confirmed that these situations are reasonable and comply with market logic and accounting standards [5]
春风动力跌2.01%,成交额7328.14万元,主力资金净流出546.48万元
Xin Lang Zheng Quan· 2025-09-29 01:56
9月29日,春风动力盘中下跌2.01%,截至09:49,报269.50元/股,成交7328.14万元,换手率0.18%,总 市值411.20亿元。 资金流向方面,主力资金净流出546.48万元,特大单买入127.61万元,占比1.74%,卖出291.71万元,占 比3.98%;大单买入1169.48万元,占比15.96%,卖出1551.85万元,占比21.18%。 春风动力今年以来股价涨75.89%,近5个交易日涨1.05%,近20日跌0.92%,近60日涨14.71%。 今年以来春风动力已经3次登上龙虎榜,最近一次登上龙虎榜为7月18日,当日龙虎榜净买入-1.11亿 元;买入总计2.43亿元 ,占总成交额比24.74%;卖出总计3.54亿元 ,占总成交额比36.10%。 资料显示,浙江春风动力股份有限公司位于浙江省杭州临平经济开发区五洲路116号,成立日期2003年 12月9日,上市日期2017年8月18日,公司主营业务涉及全地形车、摩托车、游艇及休闲运动装备等后市 场用品的研发、生产和销售。主营业务收入构成为:四轮车47.95%,两轮车42.79%,配件及其他 6.89%,其他(补充)2.38%。 春风动 ...
涛涛车业拟赴港上市,加速全球化布局与“A+H”双平台战略落地
Quan Jing Wang· 2025-09-27 05:57
Core Viewpoint - Zhejiang Taotao Vehicle Co., Ltd. is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy, international capital operation capabilities, and brand influence for long-term development [1][2]. Group 1: Globalization Strategy - The issuance of H-shares is a strategic move to further connect with international capital markets and establish an "A+H" dual financing platform following the company's listing on the Shenzhen Stock Exchange in March 2023 [2]. - Hong Kong's open capital market and rich international investor resources will provide broader financing channels and flexible capital operation space for the company [2]. - Successful listing on the Hong Kong Stock Exchange will optimize the company's capital structure, reduce financing costs, and enhance risk resistance, supporting overseas capacity expansion, technology research and development, and brand building [2]. Group 2: Performance Highlights - In the first half of the year, the company achieved revenue of 1.713 billion yuan, a year-on-year increase of 23.19%, and a net profit of 342 million yuan, up 88.04% [3]. - The significant growth is primarily driven by the rapid expansion of the smart electric low-speed vehicle business, which saw a revenue increase of 30.65% year-on-year [3]. - The company has established competitive advantages across products, channels, manufacturing, and branding, with a product matrix that includes smart electric low-speed vehicles and specialty vehicles [3]. Group 3: R&D and Capacity Development - The company emphasizes R&D innovation with a focus on electrification, intelligence, and high-end technology, holding 506 domestic and international patents as of June 30, 2025 [4]. - Ongoing overseas base construction includes localized assembly of electric golf carts in the U.S., self-production capabilities for key components in Vietnam, and a planned factory in Thailand expected to be operational by 2026 [4]. - These developments enhance the company's responsiveness to the North American market and mitigate uncertainties from international trade friction [4]. Group 4: Significance of Hong Kong Listing - The successful issuance of H-shares will strengthen the company's capital base, providing solid financial support for overseas capacity construction, technology R&D, and channel expansion [5]. - The alignment with international market regulatory standards is expected to improve the company's governance transparency and management quality [5]. - The dual market strategy will optimize resource allocation, improve capital efficiency, and enhance overall risk resistance [5]. - The company aims to expand its product line and deepen channel development while exploring cutting-edge fields like humanoid robots and autonomous driving, driving product intelligence upgrades and creating new growth points [5].
“AI+交通运输”!七部门,最新部署!
券商中国· 2025-09-27 05:21
9月26日,交通运输部等七部门印发《关于"人工智能+交通运输"的实施意见》(下称《意见》),加快推 动人工智能在交通运输领域规模化创新应用。 《意见》提出,到2027年,人工智能在交通运输行业典型场景广泛应用,综合交通运输大模型体系落地 部署,普及应用一批智能体,建成一批标志性创新工程;到2030年,人工智能深度融入交通运输行业, 智能综合立体交通网全面推进,关键核心技术自主可控,总体水平居世界前列。 来看六大重要部署: 1、加快智能驾驶系统、远程驾驶座舱等产品研发。支持京津冀、长三角、粤港澳大湾区、成渝地区 等地进一步集聚创新资源,依法依规、稳慎推进智能辅助驾驶技术示范应用。 2、鼓励无人机、全地形车等新装备的研制。 3、鼓励城市加大场景和路网开放,推动新型快递配送设备规模化应用,推广末端智能配送服务。 4、打造"人工智能+交通运输"高质量数据集、算法库、工具链,为建设智能综合立体交通网提供技 术底座。 5、加快智能驾驶、智慧航运等重点领域标准规范制修订。 6、鼓励企业牵头围绕新产品、新技术、新业态,在生产制造、测试评估、智能交互、运行服务等方 面制定标准规范。 加速创新场景赋能 交通运输场景多元、数据丰富 ...
华洋赛车(834058):北交所公司深度报告:品牌文化为核加速驶入海外,布局能源摩托车创新突围全球赛道
KAIYUAN SECURITIES· 2025-09-26 13:43
北交所公司深度报告 品牌文化为核加速驶入海外,布局能源摩托车创新突围全球赛道 ——北交所公司深度报告 2025 年 09 月 26 日 投资评级:增持(维持) | 日期 | 2025/9/24 | | --- | --- | | 当前股价(元) | 38.03 | | 一年最高最低(元) | 58.00/16.21 | | 总市值(亿元) | 21.33 | | 流通市值(亿元) | 10.48 | | 总股本(亿股) | 0.56 | | 流通股本(亿股) | 0.28 | | 近 3 个月换手率(%) | 353.9 | 北交所研究团队 诸海滨(分析师) zhuhaibin@kysec.cn 证书编号:S0790522080007 公司概览:自主创新驱动成长,华洋赛车加速出海新征程 华洋赛车作为拥有 20 年自主研发生产经验的专业动力运动装备制造商,已建立 起以两轮越野摩托车和全地形车为核心的产品体系,形成了稳定的国际化业务格 局。公司近两年保持 90%左右的外销占比,同时实现国内各省份全覆盖。2024 实现营收 5.3 亿元同比+10.06%,主要原因为俄罗斯客户收入同比增长;归母净 利润5,614.3 ...
利好!超级赛道再迎重磅!七部门最新部署!
京津冀、长三角辅助驾驶应用提速。 9月26日,交通运输部等七部门印发《关于"人工智能+交通运输"的实施意见》(下称《意见》),加快 推动人工智能在交通运输领域规模化创新应用。 《意见》提出,到2027年,人工智能在交通运输行业典型场景广泛应用,综合交通运输大模型体系落地 部署,普及应用一批智能体,建成一批"人工智能+交通运输"标志性创新工程;到2030年,人工智能深 度融入交通运输行业,智能综合立体交通网全面推进,智慧交通与智慧物流领域关键核心技术自主可 控,总体水平居世界前列。 来看6大重要部署: 5.加快智能驾驶、智慧航运等重点领域标准规范制修订。 6.鼓励企业牵头围绕新产品、新技术、新业态,在生产制造、测试评估、智能交互、运行服务等方面制 定标准规范。 加速创新场景赋能 交通运输场景多元、数据丰富,是人工智能重要的先行落地领域之一。为加快推动人工智能在交通运输 领域规模化创新应用,《意见》从加大关键技术供给、加速创新场景赋能、优化产业发展生态等方面做 出系统部署。 在加大关键技术供给方面,《意见》提出了开展应用技术攻关、加快智能产品创新、建设综合交通运输 大模型等3项重点任务,聚焦行业发展的共性需求与前 ...
利好!超级赛道,再迎重磅!七部门,最新部署!
Zheng Quan Shi Bao· 2025-09-26 13:00
京津冀、长三角辅助驾驶应用提速。 9月26日,交通运输部等七部门印发《关于"人工智能+交通运输"的实施意见》(下称《意见》),加快推动人工智能在交通运输领域规模化创新应用。 《意见》提出,到2027年,人工智能在交通运输行业典型场景广泛应用,综合交通运输大模型体系落地部署,普及应用一批智能体,建成一批"人工智能 +交通运输"标志性创新工程;到2030年,人工智能深度融入交通运输行业,智能综合立体交通网全面推进,智慧交通与智慧物流领域关键核心技术自主 可控,总体水平居世界前列。 来看6大重要部署: 1.加快智能驾驶系统、远程驾驶座舱等产品研发。支持京津冀、长三角、粤港澳大湾区、成渝地区等地进一步集聚创新资源,依法依规、稳慎推进智能辅 助驾驶技术示范应用。 加速创新场景赋能 交通运输场景多元、数据丰富,是人工智能重要的先行落地领域之一。为加快推动人工智能在交通运输领域规模化创新应用,《意见》从加大关键技术供 给、加速创新场景赋能、优化产业发展生态等方面做出系统部署。 在加大关键技术供给方面,《意见》提出了开展应用技术攻关、加快智能产品创新、建设综合交通运输大模型等3项重点任务,聚焦行业发展的共性需求 与前沿方向, ...