人民财讯1月7日电，渤海汽车（600960）1月7日公告，公司拟通过发行股份及支付现金的方式购买北京 海纳川汽车部件股份有限公司持有的北京北汽模塑科技（000700）有限公司51%股权股权、海纳川安道 拓(廊坊)座椅有限公司51%股权、英纳法智联科技(北京)有限公司100%股权、廊坊莱尼线束系统有限公 司50%股权，合计交易价格27.28亿元。同时拟向不超过35名(含)符合条件的特定对象发行股份募集配套 资金不超过13.79亿元，用于本次交易现金对价、汽车保险杠产线设备更新项目、智能车载通讯及控制 终端系统产能建设项目、研发和试验能力建设项目、中介机构费用及相关税费、补充流动资金等。 ...

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 2025年12月29日，模塑科技（sz000700）触及涨停，涨停价12.63元，涨幅10.02%，总市值115.95亿元， 流通市值115.95亿元，截止发稿，总成交额7.00亿元。 根据喜娜AI异动分析，模塑科技涨停原因可能如下，机器人业务+海外订单+股东回报： 1、模塑科技作 为汽车保险杠龙头企业，积极拓展新业务，已获得小批量机器人订单，成功切入人形机器人赛道，有望 形成第二增长曲线。同时公司海外业务拓展顺利，墨西哥工厂已盈利，还获得北美电动车企12.36亿和 豪华车客户20.44亿大额订单，这些业务进展对股价有积极刺激。 2、公司在股东回报方面表现积极，近 三年累计现金分红占净利润31.68% ...

12月29日，模塑科技涨5.75%，截至发稿，报12.14元/股，成交3.81亿元，换手率3.50%，总市值111.45 亿元。 资料显示，江南模塑科技股份有限公司位于江苏省江阴市周庄镇长青路8号，成立日期1988年6月27日， 上市日期1997年2月28日，公司主营业务涉及汽车保险杠等零部件、塑料制品、模具、模塑高科技产品 的开发、生产和销售。主营业务收入构成为：汽车零部件制造业84.59%，专用装备及模具制造6.95%， 医疗服务3.48%，铸件2.58%，其他(补充)1.28%，房产租赁1.11%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 富国中证价值ETF（512040）基金经理为曹璐迪。 截至发稿，曹璐迪累计任职时间5年225天，现任基金资产总规模204.56亿元，任职期间最佳基金回报 121.73%， 任职期间最差基金回报-44.98%。 从基金十大重仓股角度 数据显示，富国基金旗下1只基金重仓模塑科技。富国中证价值ETF（5120 ...

华鑫证券研报指出，模塑科技为汽车保险杠龙头企业，开辟人形机器人轻量化新市场。深度绑定北美大 客户，成为其重要注塑件供应商。公司已获得北美知名电动车企、宝马、北京奔驰、上汽奥迪、蔚来、 小鹏、理想、智己、极氪、赛力斯、比亚迪等头部品牌的订单。随着北美客户订单放量，墨西哥名华 2024年实现净利润3.63亿元，同比大幅增长190.42%，带动业绩进一步提升。公司依托在汽车塑化饰件 的长期积累，积极向人形机器人等新兴领域拓展。公司具有优质主业客户资源，一方面能带动业绩稳步 增长；另一方面，与客户长期合作积累信任度有望迁徙至人形机器人领域，带动公司人形机器人业务快 速成长。目前，公司已与国内某机器人公司签订零部件采购框架协议，并获取其外覆盖件小批量订单。 公司汽车保险杠等主营业务稳健发展，频繁接到头部客户项目定点，持续开拓人形机器人业务新领域， 业绩有望逐步增长，维持"买入"投资评级。 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [2]. Core Insights - The company has been deeply engaged in the automotive bumper sector for over 30 years and is a leading supplier of automotive exterior parts, with steady growth in its main business [4][12]. - The global automotive bumper market is projected to grow from 156.8 billion yuan in 2022 to 200.6 billion yuan by 2025, with a compound annual growth rate (CAGR) of 6.4% from 2022 to 2025 [4][76]. - The company has established strong relationships with major clients, including well-known electric vehicle manufacturers and luxury brands, which has significantly improved its profitability [5][84]. - The company is actively expanding into the emerging market of humanoid robots, focusing on lightweight materials to enhance efficiency and safety [6][94]. Summary by Sections 1. Automotive Bumper Leader with Steady Growth - The company has a robust production capacity exceeding 6 million sets of automotive bumpers annually and has established a comprehensive supply chain for luxury and mainstream electric vehicle clients [16][12]. - The company has successfully entered the supply chains of major brands such as BMW, Beijing Benz, and Tesla, contributing to its revenue growth [5][88]. 2. Broad Market Space for Plastic Exterior Parts - The global market for automotive exterior parts is expected to reach 53.8 billion USD by 2025 and 89.5 billion USD by 2032, with a CAGR of 7.2% from 2025 to 2032 [50]. - Bumpers are critical safety components in vehicles, with a high unit value compared to other parts, making them essential for the company's revenue [55][59]. 3. Commitment to Major Client Strategy - The company has a high concentration of clients, with the top five clients accounting for approximately 59.56% of total sales in 2024, indicating a stable client structure [81][84]. - The company has secured significant orders from major clients, including Tesla, which has become a key contributor to its revenue [5][84]. 4. Lightweight Humanoid Robots as a New Market - The demand for lightweight designs in humanoid robots is increasing, as it enhances energy efficiency and operational flexibility [94][100]. - The company is leveraging its expertise in automotive plastic parts to expand into the humanoid robot sector, with a projected market size exceeding 10 billion yuan by 2030 [6][94]. 5. Profit Forecast - The company is expected to achieve revenues of 7.89 billion yuan in 2025, with a net profit of 467 million yuan, reflecting steady growth in its core automotive bumper business and new ventures [7][8].

投资者关系活动类别 √特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 活动参与人员 华创证券、开源证券、国泰海通证券、海通国际 上市公司接待人员 董事会秘书：单琛雁 证券事务代表：王晖 证券专员：陆锴 时间 2025.12.23 形式 线下 交流内容及具体问答 记录 公司与投资者就以下问题进行了交流 1、请公司介绍下主营业务情况。 答：公司是中国领先的汽车外饰件系统服务供应商，主营业务聚焦于 汽车保险杠等汽车外饰系统及轻量化零部件的研发、生产和销售。 公司年汽车保险杠生产能力达 600 万套以上，在无锡、上海、沈阳、 武汉、烟台、墨西哥设有生产基地，在北京、上海及江阴设有研发中心。 参股公司北汽模塑在北京、合肥、重庆、成都、株洲设立生产基地。 2025 年前三季度，公司实现营业收入 51 亿元，净利润 3.75 亿元。 2、公司 2025 年全年业绩预期如何？ 答：公司将持续推进降本增效措施，努力提升公司经营水平和盈利能 力，同时积极开拓新业务，打造第二增长曲线，以良好稳定的业绩回报公 司股东。具体业绩情况请届时关注公司的 2025 年年度报告。 3、公司机 ...

Group 1 - The core viewpoint of the news is that Jiangnan Mould & Plastic Technology Co., Ltd. has seen a stock price increase of 5.02%, reaching 10.66 CNY per share, with a trading volume of 181 million CNY and a turnover rate of 1.88%, resulting in a total market capitalization of 9.786 billion CNY [1] - Jiangnan Mould & Plastic Technology was established on June 27, 1988, and listed on February 28, 1997. The company specializes in the development, production, and sales of automotive bumpers and other components, plastic products, molds, and high-tech molded products [1] - The main business revenue composition includes: automotive parts manufacturing at 84.59%, specialized equipment and mold manufacturing at 6.95%, medical services at 3.48%, castings at 2.58%, other (supplementary) at 1.28%, and real estate leasing at 1.11% [1] Group 2 - Among the top ten circulating shareholders of Jiangnan Mould & Plastic Technology, Yongying Fund has a fund that entered the list, holding 17.51 million shares, which accounts for 1.91% of the circulating shares. The estimated floating profit today is approximately 8.93 million CNY [2] - The Yongying Advanced Manufacturing Select Mixed Fund A (018124) was established on May 4, 2023, with a latest scale of 4.697 billion CNY. Year-to-date returns are 67.19%, ranking 334 out of 8098 in its category; the one-year return is 66.23%, ranking 333 out of 8067; and since inception, the return is 111.46% [2]

Group 1 - The core viewpoint of the news is that Jiangnan Mould & Plastic Technology Co., Ltd. has seen a stock price increase of 5.59%, reaching 9.82 CNY per share, with a total market capitalization of 9.015 billion CNY [1] - The company, established on June 27, 1988, and listed on February 28, 1997, primarily engages in the development, production, and sales of automotive bumpers and other components, plastic products, molds, and high-tech molded products [1] - The revenue composition of the company is as follows: 84.59% from automotive parts manufacturing, 6.95% from specialized equipment and mold manufacturing, 3.48% from medical services, 2.58% from castings, 1.28% from other supplementary services, and 1.11% from property leasing [1] Group 2 - New沃 Fund has a significant holding in Jiangnan Mould & Plastic Technology, with its New沃 Innovation Leading Mixed A Fund (010570) holding 219,500 shares, accounting for 6.19% of the fund's net value, making it the fourth-largest holding [2] - The New沃 Innovation Leading Mixed A Fund was established on December 24, 2020, with a current scale of 17.7544 million CNY and has achieved a year-to-date return of 7.86%, ranking 6049 out of 8136 in its category [2] - The fund manager, Liu Tengfei, has been in charge for 3 years and 344 days, with the fund's total assets amounting to 45.9424 million CNY, achieving a best return of 19.24% and a worst return of -50.26% during his tenure [3]

Core Viewpoint - Moulding Technology Co., Ltd. has seen a stock price increase of 5.66% to 10.64 CNY per share, with a trading volume of 327 million CNY and a market capitalization of 9.768 billion CNY as of November 6 [1] Company Overview - Jiangnan Moulding Technology Co., Ltd. was established on June 27, 1988, and listed on February 28, 1997. The company is located in Jiangyin City, Jiangsu Province, and its main business includes the development, production, and sales of automotive bumpers and other components, plastic products, molds, and high-tech molded products [1] - The revenue composition of the company is as follows: automotive parts manufacturing 84.59%, specialized equipment and mold manufacturing 6.95%, medical services 3.48%, castings 2.58%, others (supplementary) 1.28%, and real estate leasing 1.11% [1] Fund Holdings - Huafu Fund has a significant holding in Moulding Technology, with the Huafu Times Selected Mixed A Fund (016119) holding 317,500 shares, accounting for 6.7% of the fund's net value, making it the second-largest holding [2] - The Huafu Times Selected Mixed A Fund was established on December 1, 2022, with a latest scale of 44.6466 million CNY. Year-to-date returns are 20.16%, ranking 4274 out of 8149 in its category, while the one-year return is 18.32%, ranking 3865 out of 8053. Since inception, the fund has experienced a loss of 2.92% [2] Fund Manager Information - The fund manager of Huafu Times Selected Mixed A Fund is Wang Yiwei, who has been in the position for 4 years and 10 days. The total asset size of the fund is 496 million CNY, with the best fund return during his tenure being 86.22% and the worst being -32.32% [3]

Core Viewpoint - Moulding Technology's stock has experienced fluctuations, with a year-to-date increase of 44.50%, but a recent decline in revenue and profit margins raises concerns about its financial health [1][2]. Financial Performance - As of September 30, 2025, Moulding Technology reported a revenue of 5.107 billion yuan, a year-on-year decrease of 2.70%, and a net profit attributable to shareholders of 375 million yuan, down 30.42% year-on-year [2]. - The company has cumulatively distributed 1.546 billion yuan in dividends since its A-share listing, with 498 million yuan distributed over the past three years [3]. Stock Market Activity - On November 4, Moulding Technology's stock price fell by 2.09% to 9.83 yuan per share, with a trading volume of 228 million yuan and a turnover rate of 2.50% [1]. - The stock has seen a net outflow of 21.2035 million yuan in principal funds, with significant selling pressure from large orders [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 19.25% to 67,400, while the average circulating shares per person increased by 23.84% to 13,610 shares [2]. - Hong Kong Central Clearing Limited is the second-largest circulating shareholder, increasing its holdings by 12.1689 million shares [3].