资料显示，上海岱美汽车内饰件股份有限公司位于上海市浦东新区北蔡镇莲溪路1299号，成立日期2001 年2月20日，上市日期2017年7月28日，公司主营业务涉及汽车零部件的研发、生产和销售。主营业务收 入构成为：遮阳板61.75%，头枕18.86%，顶棚及顶棚系统集成产品9.45%，顶棚中央控制器8.22%，其 他(补充)1.22%，其他0.49%。 1月12日，岱美股份跌3.04%，截至发稿，报8.30元/股，成交3.32亿元，换手率1.85%，总市值178.33亿 元。岱美股份股价已经连续3天下跌，区间累计跌幅6.64%。 从岱美股份十大流通股东角度 数据显示，农银汇理基金旗下1只基金位居岱美股份十大流通股东。农银新能源混合A（002190）三季 度新进十大流通股东，持有股数700.91万股，占流通股的比例为0.33%。根据测算，今日浮亏损失约 182.24万元。连续3天下跌期间浮亏损失413.53万元。 责任编辑：小浪快报 农银新能源混合A（002190）基金经理为左腾飞、邢军亮。 截至发稿，左腾飞累计任职时间1年342天，现任基金资产总规模88.56亿元，任职期间最佳基金回报 54.16%， 任职期间 ...

责任编辑：小浪快报 截至9月30日，岱美股份股东户数2.67万，较上期增加26.57%；人均流通股80558股，较上期减少 20.99%。2025年1月-9月，岱美股份实现营业收入47.94亿元，同比减少0.19%；归母净利润4.45亿元，同 比减少28.62%。 分红方面，岱美股份A股上市后累计派现28.16亿元。近三年，累计派现15.58亿元。 机构持仓方面，截止2025年9月30日，岱美股份十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股2734.96万股，相比上期减少202.75万股。农银新能源混合A（002190）位居第八大流通股 东，持股700.91万股，为新进股东。广发稳健增长混合A（270002）位居第九大流通股东，持股668.95 万股，相比上期减少881.05万股。 12月26日，岱美股份涨0.12%，成交额1.75亿元。两融数据显示，当日岱美股份获融资买入额1908.78万 元，融资偿还2936.86万元，融资净买入-1028.07万元。截至12月26日，岱美股份融资融券余额合计2.85 亿元。 融资方面，岱美股份当日融资买入1908.78万元。当前融资余额2.85亿元，占 ...

Investment Rating - The report maintains a positive outlook on the automotive industry, specifically recommending companies like Uxin and Daimay as strong investment opportunities [2][5]. Core Insights - The second-hand car export market faces significant challenges, including the non-standard nature of vehicles and a complex transaction chain. Japan's experience in this sector offers valuable lessons, such as stringent vehicle inspection policies and the establishment of standardized auction platforms [3][4]. - The automotive parts sector has not seen the anticipated year-end surge due to exhausted subsidies and consumer hesitance. The report suggests focusing on companies with strong alpha, such as Shuanghuan Transmission and Yinlun, which have stable growth and high market ceilings [4]. - Daimay is highlighted as a stable, undervalued company with significant growth potential, particularly in the automotive interior and robotics sectors. The company has made substantial progress in expanding its client base, including partnerships with major players like Tesla [5][7]. Summary by Sections Second-Hand Car Export - The second-hand car export market is hindered by trust issues and a lack of standardized practices. Japan's strict vehicle inspection policies and auction platforms provide a model for improvement. Uxin, with a current inventory of nearly 7,000 vehicles, is positioned for growth in this market [2][3]. Automotive Parts Sector - The automotive industry did not experience the expected late-year demand surge due to depleted subsidies and cautious consumer behavior. The report emphasizes the need to monitor the continuation of trade-in policies and suggests focusing on companies with strong alpha characteristics, such as Shuanghuan Transmission and Yinlun [4]. Daimay - Daimay is recognized for its stable performance and low valuation, with 80% of its revenue coming from overseas markets. The company is well-positioned to withstand domestic market pressures and has made significant strides in the robotics field, particularly in electronic skin technology [5][7].

12月22日，京东方面宣布，理想汽车官方商城正式入驻。据悉，这是理想商城首次与第三方电商平台建 立独家合作。《每日经济新闻》记者在京东平台查阅理想汽车旗舰店发现，目前售卖产品包括小桌板、 头枕等商品，不涉及整车。 ...

以下文章来源于21世纪商业评论 ，作者杨松 何己派 一苇 21世纪商业评论 . 《21世纪商业评论》敏感于一切商业新知、商业产品、商业模式和商业英雄，敏感于新公司的新玩意、 老公司的新改造、旧话题的新表达、老商业的新颠覆，为您提供最新鲜实用的商业养分。 "继峰抓住了中国新能源汽车，包括全球新能源汽车发展的一个契机。" 黄河科技学院客座教授张翔告诉《21CBR》记者，中国连续10年成为全球最大的新能源汽车 市场，高速增长拉动了其营收。 敢于出手，持续扩产。 来源：21世纪商业评论 记者：杨松 何己派 江一苇 身家70亿的宁波汽配老板，再下一城。 12月19日，王义平掌舵的继峰股份公告称，获得 欧洲豪车品牌 的乘用车座椅总成项目定点， 生命周期总金额为98亿元。 据行业媒体透露，该项目为路虎卫士的全球销售车型 。 官方称，其在手座椅订单已在1000亿 上下。 "以百年继峰为己任。"9月底，王义平就自信宣称，中国汽车行业的崛起是大势所趋，作 为业内的企业，把练好自己内功放在第一位。 2026怎么干？就来 「黑马年度战略研习课」 ，锁定未来！ 扫码咨询报名 （翻到底部了解详情） 01 连拿大单 王义平收获的最新订单， ...

Investment Rating - The report maintains a "Buy" rating for the company with a target price of 10.66 CNY, based on a projected average PE of 26 times for comparable companies in 2025 [3][7]. Core Insights - The company is establishing a wholly-owned subsidiary, Shanghai Daimei Robot Technology Co., Ltd., with an investment of 100 million CNY to develop its robotics business, indicating a strong commitment to this new growth area [10]. - The company's ceiling business is expected to continue expanding, contributing positively to revenue and profitability. The average price of ceiling products exceeds 1500 CNY, significantly higher than previous products, which is anticipated to enhance the company's per-vehicle value and gross margin [10]. - The company has a high proportion of overseas sales, with 86.4% of its main business revenue expected to come from exports in 2024, suggesting stronger profitability in international markets compared to domestic competition [10]. Financial Forecasts - The projected net profit attributable to the parent company for 2025-2027 is 871 million CNY, 1,039 million CNY, and 1,198 million CNY, respectively, with a year-on-year growth of 8.6%, 19.2%, and 15.3% [5]. - Revenue is forecasted to grow from 5,861 million CNY in 2023 to 8,604 million CNY in 2027, reflecting a compound annual growth rate of approximately 11.2% [5]. - The gross margin is expected to improve from 26.9% in 2023 to 28.1% in 2027, indicating enhanced operational efficiency [5].

Summary of Dai Mei Co., Ltd. Conference Call Company Overview - **Company**: Dai Mei Co., Ltd. - **Industry**: Robotics and Automotive Interior Components Key Points and Arguments Investment in Robotics - Dai Mei plans to increase investment in the robotics sector, leveraging its customer resources and stable operational foundation to develop flexible robots for automation scenarios and components for industrial robots, aiming to capture the growth potential in the home robotics market [2][3] Collaboration in Electronic Skin Technology - The company collaborates with universities in Shanghai and Guangdong to develop electronic skin technology, utilizing its strengths in fabrics, textiles, and injection-molded parts [2][4] - Initial investments include several million in research and development expenses and experimental materials [6] Financial Performance - For the first three quarters of 2025, Dai Mei's revenue remained flat, with a slight profit decline due to reduced subsidies for new energy vehicles in North America, leading to decreased sales of high-value models [2][11] - A fire incident in May caused losses, but insurance claims are expected to offset these losses [11] Future Growth Expectations - The company anticipates stable or slightly improved growth in its main business in 2026, with expected sales revenue increases of 800 to 1,000 million RMB due to new orders and higher unit values in traditional products like sun visors and headrests [4][11] Impact of Tesla - As an important supplier to Tesla, Dai Mei has a customer resource advantage in the procurement of electronic skin for humanoid robots, with positive feedback from Tesla, although substantial implementation awaits the launch of mature products [2][7][8] - Tesla's lower-than-expected sales, particularly for the Cybertruck, have impacted Dai Mei's revenue, but potential increases in sales from new models could positively affect Dai Mei's performance [12] Technical Focus in Electronic Skin - Dai Mei focuses on three main areas of electronic skin technology: fingertip touch, arm protection, and wearable applications, employing various materials and processes such as fabric covering, injection molding, and silicone adhesion [2][10] Production Capabilities - The company possesses complete production capabilities, including mold making, machining, welding, and lathe operations, allowing it to potentially produce robot components if market conditions are favorable [9] Cost Management - The projected initial investment for electronic skin development is estimated at 40 to 50 million RMB, which is not expected to significantly impact the company's cash flow or profitability [6] Additional Important Information - The electronic skin field is still maturing, with various technical solutions being explored, and Dai Mei aims to establish a competitive advantage through its partnerships and technology development [4][5]

Core Points - Daimei Co., Ltd. has seen its stock price increase by 12.33% over the past three days, currently trading at 8.20 CNY per share with a market capitalization of 17.618 billion CNY [1] - The company specializes in the research, production, and sales of automotive interior components, with its main revenue sources being sun visors (61.75%), headrests (18.86%), and ceiling systems (9.45%) [1] - Agricultural Bank of China’s fund, Nongyin New Energy Mixed A, has entered the top ten circulating shareholders of Daimei, holding 7.0091 million shares, which is 0.33% of the circulating shares [2] Company Overview - Daimei Co., Ltd. was established on February 20, 2001, and went public on July 28, 2017 [1] - The company is located in the Pudong New District of Shanghai and focuses on automotive parts [1] Shareholder Insights - Nongyin New Energy Mixed A fund has gained approximately 630.82 thousand CNY in floating profits during the three-day stock price increase [2] - The fund was established on March 29, 2016, and has a current size of 8.786 billion CNY, with a year-to-date return of 23.74% [2]

Core Points - Daimei Co., Ltd. experienced a stock price increase of 5.61%, reaching 7.72 CNY per share, with a trading volume of 143 million CNY and a turnover rate of 0.88%, resulting in a total market capitalization of 16.587 billion CNY [1] - The company, established on February 20, 2001, and listed on July 28, 2017, specializes in the research, production, and sales of automotive parts, with its main revenue sources being sun visors (61.75%), headrests (18.86%), ceiling and ceiling system integration products (9.45%), and ceiling central controllers (8.22%) [1] Shareholder Information - Among the top ten circulating shareholders of Daimei Co., Ltd., a fund under GF Fund ranks first. The GF Steady Growth Mixed A Fund (270002) reduced its holdings by 8.8105 million shares in the third quarter, now holding 6.6895 million shares, which accounts for 0.31% of circulating shares. The estimated floating profit today is approximately 2.7427 million CNY [2] - The GF Steady Growth Mixed A Fund was established on July 26, 2004, with a current scale of 10.166 billion CNY. Year-to-date returns are 8.96%, ranking 5515 out of 8209 in its category, while the one-year return is 8.07%, ranking 5507 out of 8129. Since inception, the fund has achieved a return of 1155.3% [2] Fund Manager Information - The fund managers of GF Steady Growth Mixed A Fund are Fu Youxing and Zhou Zhishuo. Fu has a cumulative tenure of 12 years and 296 days, managing a total fund size of 10.715 billion CNY, with the best fund return during his tenure being 156.72% and the worst being -13.8% [3] - Zhou has a cumulative tenure of 5 years and 69 days, managing a total fund size of 19.292 billion CNY, with the best fund return during his tenure being 47.06% and the worst being -24.96% [3]

Group 1 - The core point of the news is that Daimay Automotive Interior Parts Co., Ltd. experienced a stock decline of 5.11%, with a current share price of 7.43 yuan and a total market capitalization of 15.964 billion yuan [1] - The company, established on February 20, 2001, specializes in the research, production, and sales of automotive parts, with main revenue sources including sun visors (61.75%), headrests (18.86%), and ceiling systems (9.45%) [1] - The trading volume for the day was 190 million yuan, with a turnover rate of 1.16% [1] Group 2 - Among the top ten circulating shareholders of Daimay, the Agricultural Bank of China’s fund, specifically the Agricultural Bank of China New Energy Mixed A (002190), entered the top ten with 7.0091 million shares, representing 0.33% of circulating shares [2] - The fund has incurred an estimated floating loss of approximately 2.8036 million yuan due to the stock's decline [2] - The Agricultural Bank of China New Energy Mixed A fund was established on March 29, 2016, with a current scale of 8.786 billion yuan and a year-to-date return of 30.12% [2]