证券研究报告 -163 68 1,076 272 366 公司研究 806.5 % 1. 4% 12.8% 10 % .7 14.6% 18.4 % -4.3% 1. 22.0% 5.3% 6.6% [Table_ReportType] 公司点评报告 % 8% -0.16 0. 07 1.07 0.27 0.37 [Table_StockAndRank] 继峰股份（603997） — 11 2.05 2. 3 投资评级 35.85 69 上次评级 2 证券研究报告 [Table_Author] 邓健全 汽车行业首席分析师 执业编号：S1500525010002 联系电话：13613012393 邮 箱：dengjianquan@cindas.com 赵悦媛 汽车行业联席首席分析师 执业编号：S1500525030001 联系电话：13120151000 邮箱：zhaoyueyuan@cindasc.com 赵启政 汽车行业分析师 执业编号：S1500525030004 邮箱：zhaoqizheng@cindasc.com 徐国铨 汽车行业研究助理 邮 箱：xuguoquan@cindasc.com 信达证券股 ...

Group 1: Policy and Regulatory Developments - The National Development and Reform Commission and other departments issued a notice to optimize the layout of charging facilities, aiming to establish over 100,000 high-power charging stations by the end of 2027 [1][4] - The People's Bank of China announced new measures to enhance financial market connectivity between mainland China and Hong Kong, including improvements to the "Southbound" mechanism of the Bond Connect program [5] Group 2: Corporate Restructuring and Developments - Changan Group has formed a preparatory group for restructuring, with plans to finalize the process in August [2][17] - NIO announced the dissolution of its joint venture with Jianghuai Automobile, emphasizing that this decision will not negatively impact its operations [16] Group 3: Market Trends and Financial Performance - In the automotive sector, production increased by 11% year-on-year in the first five months of 2025, with industry revenue reaching 41.283 billion yuan, a 7% increase [11] - China Pacific Insurance reported 1.947 million claims in the first half of the year, with a total payout of 9.92 billion yuan [10] Group 4: Industry Innovations and Initiatives - Hangzhou is soliciting opinions on measures to support brain-like intelligent future industries, focusing on innovation and project development [6] - The National Development and Reform Commission and other agencies issued a notice to support the construction of zero-carbon parks, encouraging various stakeholders to participate [4]

智通财经7月8日电，继峰股份(603997.SH)公告称，全资子公司继峰座椅（合肥）近期收到定点邮件， 获得某头部主机厂的座椅总成项目定点，将为客户开发、生产前排座椅总成产品。本项目预计2026年4 月开始量产，项目生命周期6年，预计生命周期总金额为13亿元。本次定点不会对公司本年度业绩产生 重大影响，但有利于提高公司未来年度业务收入，并对公司未来经营业绩产生积极影响。 继峰股份：获得总额13亿元前排座椅总成项目定点 ...

金十数据7月8日讯，继峰股份公告，全资子公司继峰座椅（合肥）有限公司近期获得某头部主机厂的座 椅总成项目定点，将为客户开发、生产前排座椅总成产品。项目预计从2026年4月开始量产，项目生命 周期6年，预计生命周期总金额为13亿元。项目预计不会对公司本年度业绩产生重大影响，但将有利于 提高公司未来年度业务收入，并对经营业绩产生积极影响。 继峰股份：获得乘用车座椅总成项目定点，预计生命周期总金额为13亿元 ...

Core Viewpoint - Jifeng Co., Ltd. has secured a seat assembly project with a total value of 2.52 billion yuan, expected to start mass production in September 2025 and last for five years [1] Group 1: Project Details - The project involves the development and production of front seat assembly products for a leading OEM [1] - The total project lifecycle value is estimated at 2.52 billion yuan [1] - Mass production is anticipated to commence in September 2025, with a project lifespan of five years [1] Group 2: Financial Impact - This project is not expected to have a significant impact on the company's performance for the current year [1] - However, it is projected to enhance the company's business revenue for the current year and positively influence operational performance [1]