8月25日，福赛科技跌5.01%，截至发稿，报74.35元/股，成交1.67亿元，换手率4.86%，总市值63.08亿 元。福赛科技股价已经连续3天下跌，区间累计跌幅6.14%。 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。 从基金十大重仓股角度 责任编辑：小浪快报 数据显示，创金合信基金旗下1只基金重仓福赛科技。创金合信启富优选股票发起A（019338）二季度 持有股数1.1万股，占基金净值比例为1.08%，位居第五大重仓股。根据测算，今日浮亏损失约4.31万 元。连续3天下跌期间浮亏损失5.63万元。 截至发稿，张荣累计任职时间10年79天，现任基金资产总规模3193.95万元，任职期间最佳基金回报 50.35%， 任职期间最差基金回报-31.64%。 资料显示，芜湖福赛科技股份有限公司位于安徽省芜湖市鸠江经济开发区灵鸢路2号，成立日期2006年 10月20日，上市日期2023年9月11日，公司主营业务涉及专注于汽车内饰件研发、生产和销售的高新技 术企业。主营业务收 ...

从福赛科技十大流通股东角度 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。 数据显示，国泰基金旗下1只基金位居福赛科技十大流通股东。国泰估值优势混合(LOF)A（160212）二 季度新进十大流通股东，持有股数206.23万股，占流通股的比例为4.56%。根据测算，今日浮亏损失约 808.42万元。连续3天下跌期间浮亏损失1055.9万元。 责任编辑：小浪快报 国泰估值优势混合(LOF)A（160212）成立日期2010年2月10日，最新规模10.83亿。今年以来收益 47.71%，同类排名478/8259；近一年收益84.08%，同类排名483/8023；成立以来收益277.7%。 8月25日，福赛科技跌5.01%，截至发稿，报74.35元/股，成交1.67亿元，换手率4.86%，总市值63.08亿 元。福赛科技股价已经连续3天下跌，区间累计跌幅6.14%。 国泰估值优势混合(LOF)A（160212）基金经理为王兆祥。 资料显示，芜湖福赛科技股份有限公司位于安徽省芜湖 ...

Summary of Key Points Core Viewpoint The company intends to change part of the fundraising purpose and delay some fundraising projects due to geopolitical factors and market opportunities in Thailand, prioritizing investment in a new production base in Thailand to meet the urgent needs of automotive manufacturers. Group 1: Fundraising Overview - The company raised a total of RMB 3,514,826,899.52 through the issuance of 60,726,104 A shares at a price of RMB 57.88 per share, with a net amount of RMB 3,498,437,798.43 after deducting issuance costs [1][2] - The total amount of funds to be invested in various projects is RMB 783,429.75 million, with RMB 349,843.78 million planned for investment [2] Group 2: Changes in Fundraising Purpose - The company plans to redirect RMB 38,000.00 million of the uninvested funds from the "Ningbo Qianwan annual production of 1.1 million automotive interior functional parts project and annual production of 1.3 million thermal management systems project" to the "Thailand annual production of 1.3 million thermal management systems project" [2][4] - The change in fundraising purpose accounts for 10.86% of the net amount raised [4] Group 3: Project Delays - The timeline for the "chassis system project" and "interior functional parts project" to reach the predetermined usable state has been extended from July 2025 to July 2026 [4][5] Group 4: Reasons for Changes - The shift in investment is driven by geopolitical factors and the need to follow automotive manufacturers establishing operations in Thailand, which is seen as a strategic move to reduce investment risks [9][10] - Thailand's favorable policies, such as tax incentives and a growing electric vehicle market, make it an attractive location for investment [10][11] Group 5: New Project Details - The new project in Thailand involves establishing a production base with an investment of RMB 64,800.00 million, of which RMB 38,000.00 million will come from the redirected funds [15][16] - The project is expected to generate annual revenue of RMB 182,000.00 million and a net profit of RMB 13,468.00 million, with a financial internal rate of return of 23.03% [16] Group 6: Company’s Strategic Position - The company has extensive experience in the automotive parts industry and aims to leverage Thailand's advantages to enhance its international market presence and reduce trade risks [17][18] - The growing demand for thermal management systems in the electric vehicle sector presents a significant market opportunity for the new project [18]

Group 1: Financial Performance - The company's gross profit margin for 2024 is 13.83%, showing a significant decline compared to 2023 and 2022 [5] - In Q1 2025, the company reported a revenue of 115.78 million yuan, a decrease of 2.35% year-on-year, with a net loss of 1.51 million yuan, down 555.15% from the previous year [6] - The company's issued goods increased by 18.13 million yuan compared to the previous year, primarily due to AGV robot solutions still in the debugging and acceptance phase [6] Group 2: Strategic Development Plans - The company aims to become a leader in automotive smart interior components, focusing on three product series: smart mechanisms, smart lighting, and smart imaging [6] - Plans include enhancing R&D for new energy vehicle components and improving product quality and competitiveness to capture market opportunities [7] - The company will integrate systems like PLM, MES, and WMS to achieve full-process visualization and digital management, enhancing production automation [7] Group 3: R&D and Innovation - In 2024, R&D expenses amounted to 33.12 million yuan, representing 4.60% of revenue, with a significant increase in patents: 37 invention patents (up 208.33%) and 208 total patents (up 12.43%) [8] - The company is developing new products such as smart electric air vents and industrial cleaning robots, aiming to adapt to the intelligent transformation in the automotive and robotics industries [8] Group 4: Market Expansion and Customer Base - The company has expanded its customer base to include international clients like ZF in Germany and Scania in Sweden, as well as domestic clients like Dongfeng and Li Auto [9] - The company’s AGV business has diversified its application areas beyond automotive manufacturers to include logistics and parts suppliers [10] Group 5: Shareholder and Fundraising Information - The total amount raised from public offerings was 101.20 million yuan, with a net amount of 85.76 million yuan after deducting issuance costs [11] - The company has fully utilized the raised funds for its projects, which are now in orderly production [11]

kai 证券简称：舜宇精工 证券代码： 831906 浙江省余姚市金舜东路 518 号 宁波舜宇精工股份有限公司 宁波舜宇精工股份有限公司招股说明书（申报稿） 本公司的发行申请尚未经中国证监会注册。本招股说明书申报稿不具有据以发行股 票的法律效力，投资者应当以正式公告的招股说明书全文作为投资决定的依据。 等特点，投资者面临较大的市场风险。投资者应充分了解北京证券交易所市场的投资风 险及本公司所披露的风险因素，审慎作出投资决定。 保荐机构（主承销商） 德邦证券股份有限公司 （上海市普陀区曹杨路 510 号南半幢 9 楼） 1-1-1 本次股票发行后拟在北京证券交易所上市，该市场具有较高的投资风险。北京证券 交易所主要服务创新型中小企业，上市公司具有经营风险高、业绩不稳定、退市风险高 中国证监会和北京证券交易所对本次发行所作的任何决定或意见，均不表明其对注 册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其对发行人的 盈利能力、投资价值或者对投资者的收益作出实质性判断或者保证。任何与之相反的声 明均属虚假不实陈述。 根据《证券法》的规定，股票依法发行后，发行人经营与收益的变化，由发行人自 行负责； ...

宁波舜宇精工股份有限公司招股说明书（申报稿） 本公司的发行申请尚未经中国证监会注册。本招股说明书申报稿不具有据以发行股 交易所主要服务创新型中小企业，上市公司具有经营风险高、业绩不稳定、退市风险高 等特点，投资者面临较大的市场风险。投资者应充分了解北京证券交易所市场的投资风 险及本公司所披露的风险因素，审慎作出投资决定。 kai 证券简称：舜宇精工 证券代码： 831906 浙江省余姚市金舜东路 518 号 宁波舜宇精工股份有限公司 保荐机构（主承销商） 德邦证券股份有限公司 （上海市普陀区曹杨路 510 号南半幢 9 楼） 1-1-1 票的法律效力，投资者应当以正式公告的招股说明书全文作为投资决定的依据。 本次股票发行后拟在北京证券交易所上市，该市场具有较高的投资风险。北京证券 中国证监会和北京证券交易所对本次发行所作的任何决定或意见，均不表明其对注 册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其对发行人的 盈利能力、投资价值或者对投资者的收益作出实质性判断或者保证。任何与之相反的声 明均属虚假不实陈述。 根据《证券法》的规定，股票依法发行后，发行人经营与收益的变化，由发行人自 行负责； ...