南方财经1月5日电，天眼查工商信息显示，近日，安徽万邦达新材料科技有限责任公司成立，法定代表人为孟亮，注册资本1亿人民币，经营范围为新材料 技术推广服务、皮革制品制造、皮革制品销售、汽车装饰用品制造、汽车装饰用品销售、汽车零部件及配件制造等。股东信息显示，该公司由万邦达 （300055）、芜湖奇瑞科技有限公司分别持股90%、10%。据媒体报道，近日，万邦达发布对外投资进展公告，宣布与芜湖奇瑞科技共同出资设立合资公 司，以推进总投资10亿元的淮南环保新材料汽车内饰项目实施。 都在用的 商业 查 询 工 具 国家中小企业发展子基金旗下机构 经营信息 2 法律诉讼 基本信息 6 2 | 工商信息 ● | | | | | | --- | --- | --- | --- | --- | | 工商信息 历史工商信息0 | | | | | | 企业名称 | 安徽万邦达新材料科技有限责任公司 | | | | | 法定代表人 | ME 孟亮 | 登记状态 ② | | 存续 | | | | 成立日期 | | 2025-12-31 | | 统一社会信用代码 ② | 91340400MAK5G8J32P | 注册资本 ② | | 1 ...

位于重庆市沙坪坝区的华翔汽车内饰系统（重庆）有限公司，生产车间内的智能化设备高速运转，一派 忙碌景象。孙凯芳摄（人民视觉） 工业和信息化部、教育部、市场监管总局、国家数据局等四部门近日联合印发《汽车行业数字化转型实 施方案》（以下简称《实施方案》）。相关部门负责人表示，本次方案有助于完善转型顶层设计，引导 大中小型企业数字化协同发展，促进汽车行业高质量发展。 明确两阶段发展目标 汽车产业产业链长、涉及面广、关联带动性强，是制造业数字化转型的重点领域。加快汽车行业数字化 转型，是支撑汽车强国建设、推进新型工业化、培育新质生产力的重要举措。 "十五五"规划建议提出"推动技术改造升级，促进制造业数智化转型"。近年来，《新能源汽车产业发展 规划（2021—2035年）》《汽车行业稳增长工作方案（2025—2026年）》等文件先后出台，推进人工智 能技术深度应用，引导产业链供应链数字化协同改造，我国汽车行业数字化转型持续深化，加速向数字 化、网络化、智能化演进。 工业和信息化部装备工业一司有关负责人表示，当前，汽车行业技术创新日新月异，人工智能推动汽车 科技研发范式革命性突破，数智化转型成为助推行业创新发展的重要加速器 ...

Economic Performance - The GDP of Tianjiaan District reached 32.7 billion, with a year-on-year growth of 5.1%, surpassing the city's average growth rate, indicating strong development resilience [4] - The industrial added value above designated size grew by 21%, ranking first in the city and exceeding the city average by 23.9 percentage points, serving as a core engine for economic growth [4] - The total output value of the registered construction industry reached 2.25 billion, with a growth of 20.7%, ranking second in the city and above the city average by 8 percentage points, injecting stable momentum into economic growth [4] Project Development - The district emphasizes major project construction, successfully signing 29 key projects with a total investment of 2.727 billion, including the Zhongding Huainan Beef Soup Group production base and Xingyi Automotive Interior Production Base [5] - A total of 49 key projects have commenced construction, covering 2025 old community renovations and the Anjian Industrial Park, with a total investment of 9.447 billion, accelerating the transformation of project construction into new economic momentum [5] Regional Coordination - Tianjiaan District is leveraging its geographical advantages to outline a new development pattern characterized by "central urban area leadership, Huaihe River shoreline empowerment, and park carrier support" [6] - The central urban area is enhancing its core functions, with commercial, technological innovation, and service elements accelerating aggregation, while urban renewal is progressing in an orderly manner [6] - The district is actively cultivating future industries such as low-carbon economy and low-altitude economy, further enhancing the carrying capacity and development level of its parks [6] Public Services - The district is committed to a people-centered development approach, increasing investment in public services and continuously improving service quality [7] - The 2025 rural water supply enhancement project is being implemented rapidly, with several parking lots completed and operational, and urban functions becoming increasingly refined [7] - Educational resources are being optimized with the expansion of Longhu Middle School and Dongshan Middle School, adding 3,300 new quality school places [7]

Investment Rating - The report maintains a positive investment rating for the automotive industry, specifically recommending companies with strong alpha potential and growth prospects [2][4][5]. Core Insights - The report highlights the challenges faced by the used car export market, particularly from Japan, emphasizing the need for standardized rating systems and trust-building measures between buyers and sellers [3]. - It suggests that companies with strong operational capabilities, such as large dealership groups and platforms like Uxin, are well-positioned to capitalize on the growth of used car exports [3]. - The report notes that the automotive parts sector is currently facing headwinds due to high inventory levels and the exhaustion of trade-in subsidies, but there is a cautious optimism for market recovery in the coming year [4]. - Companies like Daimay and Fuda are highlighted for their stable performance and growth potential, particularly in the robotics sector and their international market presence [5][6]. Summary by Sections Used Car Export Insights - The used car export market is hindered by trust issues and a complex transaction chain, with Japan's stringent vehicle inspection policies serving as a potential model for improvement [3]. - Uxin is identified as a key player with a growing inventory of nearly 7,000 used cars, making it a recommended investment for the next two to three years [3]. Automotive Parts Sector Update - The automotive industry did not experience the anticipated year-end surge, primarily due to the depletion of trade-in subsidies and consumer hesitance [4]. - Recommendations include companies with strong alpha characteristics such as Shuanghuan Transmission and Yinlun, which are expected to benefit from stable growth and high market ceilings [4]. Daimay and Robotics Sector - Daimay is recognized for its stable earnings, low valuation, and significant growth potential, particularly in automotive interior components and robotics [5][6]. - The company has made significant strides in expanding its client base, including partnerships with major electric vehicle manufacturers, and is positioned to support Tesla's localization efforts in North America [6].

证券日报网12月16日讯安利股份在12月16日回答调研者提问时表示，汽车内饰是公司重点发力的新兴品 类，2026年，公司将深耕现有客户，扩大现有客户的新增项目定点，深化合作粘性，扩大订单份额；拓 展增量客户，加大新车企品牌的开拓力度，积极对接头部及新兴造车势力，推动更多新定点项目落地； 抢抓行业机遇，依托新能源汽车市场渗透率提升的行业红利，以及PU材料在汽车内饰领域应用场景拓 展的趋势，充分发挥公司产品技术优势，挖掘市场潜在需求。总体而言，公司与汽车内饰品类客户合作 有序推进，2026年部分定点车型上市后，预期可带来收入增量，但具体增量金额与车型销量、上市时间 等因素关联度高，目前无法准确预计。 （文章来源：证券日报） ...

Group 1: Company Operations - The company has begun using products from its Henan subsidiary, specifically isocyanate products, to reduce reliance on external suppliers and control supply chain risks [2] - The company has completed its capital increase in the Henan subsidiary, resulting in an ownership stake of approximately 70% [3] Group 2: Product Development and Capacity - The annual production capacity for TPU is 190,000 tons, with 90,000 tons from the Octagonal plant and 100,000 tons from the Dajijia plant; the production capacity for foamed TPU is 8,000 tons [5] - A project to increase production capacity by 10,000 tons of foamed TPU is currently under construction, expected to be completed by 2026 [6] Group 3: Product Validation - The validation cycle for special isocyanates varies by application field and customer type; for example, high-end automotive paint has a validation period of about 6 months, while industrial and wood coatings have shorter cycles [4]

Core Viewpoint - Amway Co., Ltd. (300218) is making steady progress in collaborations with clients in functional footwear materials and automotive interior products, with a focus on its revenue and operational performance for 2025, which will be detailed in the company's 2025 annual report [1] Group 1 - The company is actively advancing partnerships with clients in specific sectors [1] - Revenue and operational performance projections for 2025 are anticipated to be addressed in the upcoming annual report [1]

Core Viewpoint - Jinbei Automotive plans to invest 158 million yuan to acquire a 52% stake in Zhongtuo Technology, making it a subsidiary, which will enhance its capabilities in lightweight automotive components and diversify its customer base [2][3]. Group 1: Investment Details - Jinbei Automotive will invest 89.583 million yuan to subscribe to an additional 25 million yuan of registered capital in Zhongtuo Technology, resulting in a 29.41% stake [3]. - Following the capital increase, Jinbei Automotive will acquire an additional 22.59% stake from existing shareholders for 68.8 million yuan, bringing its total ownership to 52% [3]. - The total registered capital of Zhongtuo Technology will be 442 million yuan after the investment [3]. Group 2: Company Profile and Market Position - Zhongtuo Technology is a high-tech enterprise specializing in the R&D, production, and sales of automotive parts, with manufacturing bases in Changchun, Chengdu, and Tianjin [2]. - The company serves a diverse range of clients, including major automotive manufacturers such as FAW Hongqi, Volkswagen/Audi, BMW, Toyota, and emerging companies like Xiaomi and XPeng [2][3]. - Zhongtuo Technology is recognized as the largest and most technologically advanced Tier 2 supplier of plastic parts in Northeast China's automotive industry [3]. Group 3: Strategic Implications - The investment aligns with Jinbei Automotive's growth strategy focused on innovation and market expansion through joint ventures and partnerships [3]. - This acquisition will allow Jinbei Automotive to enter the lightweight component sector, creating new business growth opportunities and enhancing its profitability and overall strength [3].

Core Viewpoint - The company Jinbei Automobile (600609.SH) plans to invest in Zhongtuo Technology to strengthen its supply chain, optimize customer structure, expand revenue scale, and enhance business synergy and diversification [1] Group 1: Investment Details - The investment in Zhongtuo Technology is based on an enterprise valuation of 215 million yuan, with a final transaction value of 215 million yuan agreed upon after negotiations [1] - The company will invest 89.58 million yuan in cash to subscribe to an increase in Zhongtuo Technology's registered capital of 25 million yuan, resulting in a 29.41% equity stake [1] - Following the capital increase, the company will acquire an additional 22.59% equity stake for 68.80 million yuan, leading to a total ownership of 52% in Zhongtuo Technology [1] Group 2: Zhongtuo Technology Overview - Zhongtuo Technology is a high-tech enterprise engaged in the research, production, and sales of automotive components, with manufacturing bases in Changchun, Chengdu, and Tianjin, and a service center in Foshan [2] - The company supplies parts to major automotive manufacturers including Hongqi, Volkswagen/Audi, BMW, Toyota, and others, and has become a first-tier supplier for Li Auto [2] - Prior to the investment, Zhongtuo Technology's equity was pledged due to bank loans, but the investment will allow the company to prioritize repaying these loans and release the equity pledge [2]

Core Viewpoint - Tianan New Materials, established in 2000 and listed in 2017, specializes in polymer composite surface materials and building ceramics, with a full industry chain capability in product R&D and design [1] Group 1: Business Performance - In Q3 2025, Tianan New Materials reported revenue of 2.273 billion yuan, ranking 5th among 13 companies in the industry, with the industry leader Marco Polo achieving 4.938 billion yuan [2] - The net profit for the same period was 112 million yuan, placing the company 3rd in the industry, while Marco Polo's net profit was 1.062 billion yuan [2] - The company achieved a revenue growth of 4.0% year-on-year in H1 2025, totaling 1.444 billion yuan, with a net profit growth of 16.6% to 62 million yuan [6] Group 2: Financial Ratios - As of Q3 2025, the asset-liability ratio for Tianan New Materials was 67.44%, down from 69.61% year-on-year but still above the industry average of 39.52% [3] - The gross profit margin for Q3 2025 was 22.86%, slightly below the industry average of 23.08%, but up from 22.16% in the previous year [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 1.51% to 17,100, while the average number of circulating A-shares held per account decreased by 1.49% to 16,800 [5] Group 4: Leadership and Compensation - Chairman Wu Qichao's compensation for 2024 was 614,400 yuan, a decrease of 2,600 yuan from 2023 [4] Group 5: Market Position and Future Outlook - The company is focusing on expanding its market share in building ceramics, with a 6% increase in ceramic sales in H1 2025, and a 23.3% increase in revenue from fireproof board materials [6] - The company is also advancing its high polymer business, with a 36.0% increase in automotive interior revenue [6] - Future net profit projections for 2025-2027 are 122 million, 158 million, and 199 million yuan, respectively, with corresponding PE ratios of 28X, 21X, and 17X [6]