本文核心内容：全球汽车座椅行业市场规模;全球汽车座椅行业贸易流向;全球汽车座椅行业区域竞争格 局 全球汽车座椅行业发展历程 全球汽车座椅行业发展可以分为早期起步阶段、技术发展阶段和现代智能化阶段。早期(汽车发明至20 世纪初)设计简陋，从马车座椅演变而来，后出现沙发式及可调节座椅;20世纪初中期至末为技术发展阶 段，头枕、气囊等安全设计及舒适填充材料引入，安全性和舒适性提升;21世纪至今进入现代智能化阶 段，功能向智能化、个性化发展，环保材料应用成趋势，智能座椅通过传感与AI适配需求。 | 发展阶段 | 分析内容 | | --- | --- | | | 汽车刚发明时,座椅设计简单粗糙,以模仿马车座椅为主,如卡尔 · 本茨制造的第一辆 | | 早期起步阶段(汽车发明初期 | 三轮汽车,座椅是板凳加软垫结构,仅满足基本乘坐需求。1907年,通用汽车推出沙发 | | -20 世纪初) | 式座椅,提升了舒适性。1921年,可调节式汽车座椅出现,为乘客提供了更个性化的乘 | | | 坐体验。 | | | 20 世纪中期,汽车安全性要求提升,座椅技术革新。1950年代末,汽车座椅引入头枕、 | | 技术发展阶段(20 ...

Q&A 请介绍一下上海延普的投资逻辑和未来发展前景。 上海延普作为一家汽车座椅供应商，其投资逻辑主要基于以下几个方面： 首先， 从产业逻辑来看，汽车座椅行业正经历深刻变革，国产供应链和品牌的崛起带 来了显著的市场调整。类似于电池领域的宁德时代、玻璃领域的福耀玻璃、车 灯领域的熏雨等企业，上海延普在汽车座椅这一单车价值量较大的细分市场中 也具有巨大的增长潜力。尤其是其在座椅和骨架方面的业务，预计将为公司带 来数倍市值增长空间。 其次，从业绩表现来看，公司在 2025 年第一季度增速 较慢，但第二季度实现了 50%的增长。尽管第三季度增速可能会下降至 20% 至 30%，但第四季度预计将再次加速，实现 100%的增长。这种高速增长态势 表明公司在行业内表现突出。 此外，公司还积极拓展 AI 链和人形机器人业务， 这些新兴市场远超市场预期。基于多年的研发储备、与上海电气集团合资方合 作以及高管团队背景，公司在人形机器人领域具备成功所需的关键条件，有望 在未来两到三个季度内给市场带来惊喜。 综上所述，上海延普不仅在传统汽车 座椅业务上具有强劲的发展潜力，还通过布局 AI 链和人形机器人等新兴领域， 为未来业绩提供了有 ...

这是9月26日在重庆拍摄的第十九届重庆市市长国际经济顾问团会议现场。新华社发新华社重庆9月28日电题：创新优、迭代快、活力足："人工智能+"成跨 国企业在华合作新赛道新华社记者李晓婷、吴燕霞、杨仕彦"中国'人工智能+产业'将带来持续的需求增长，人工智能（AI）与可持续制造的融合将开辟更多 合作新空间。"奥特斯集团首席执行官马铭天日前在第十九届重庆市市长国际经济顾问团会议上说。这是该半导体封装载板与高端互联技术供应商第10年参 会。会议期间，来自全球11个国家和地区的21家跨国企业代表共赴重庆，围绕AI赋能产业发展带来的合作新机遇展开讨论。越来越多跨国企业正将中国视 为其全球AI技术研发和应用的核心基地，看重的不仅是中国庞大的市场，更是快速的应用迭代能力、完整的产业生态和日益成熟的创新环境。2025年8月， 中国发布《关于深入实施"人工智能+"行动的意见》，为人工智能与制造业等实体经济的深度融合描绘了清晰的路线图。文件提出，到2027年，率先实现人 工智能与6大重点领域广泛深度融合。在与会代表看来，中国庞大的市场规模与应用场景为AI创新提供了独特土壤。"我们将众多全球技术的试点研发放在中 国，正是因为这里有最快 ...

转自：前瞻产业研究院 行业主要上市公司：华域汽车(600741.SH);富维股份(600742.SH);天成自控(603085.SH);继峰股份 (603997.SH);双林股份(300100.SZ);上海沿浦(605128.SH);双英股份(837677.NQ)。 本文核心数据：中国汽车座椅进出口金额;中国汽车座椅贸易顺差 汽车座椅行业进出口总况 根据世界海关组织制定的《商品名称及编码协调制度的国际公约》，中国海关对汽车座椅进出口贸易统 计的商品名称和HS编码分别为"94012010皮革或再生皮革面的机动车辆用坐具"和"94012090 其他材料面 的机动车辆用坐具"。 与2023年相比，2024年汽车座椅进出口总金额有所增长，为4.23亿美元，同比增长9.8%。其中进口金额 为3037.41万美元，出口金额为3.93亿美元，实现贸易顺差3.63亿美元。2025年1-6月，中国汽车座椅进 出口总金额和贸易顺差分别为2.21亿美元和1.80亿美元。 汽车座椅行业进口情况 2021-2024年，中国汽车座椅进口金额呈现波动态势，2024年中国汽车座椅进口金额3037.41万美元，同 比下降25.3%。中国汽车座 ...

行业主要上市公司：华域汽车(600741.SH);富维股份(600742.SH);天成自控(603085.SH);继峰股份 (603997.SH);双林股份(300100.SZ);上海沿浦(605128.SH);双英股份(837677.NQ)。 汽车座椅行业产业链全景梳理 汽车座椅产业的上游主要包括原材料供应和零部件生产。原材料方面，钢材用于制作座椅骨架，提供强 度支撑;塑料粒子可加工成座椅调节部件、装饰件等;海绵决定座椅坐感舒适度;皮革、织物或合成材料作 为座椅表面覆盖材料，影响外观与触感。零部件生产涉及座椅骨架、调角器、滑轨等调节机构，以及头 枕、扶手等附属部件，通常由不同专业供应商完成。中游为汽车座椅整椅制造商，他们将采购的各类零 部件进行组装、调试，使座椅具备前后调节、高低调节、靠背角度调节等功能，同时保证舒适性、安全 性，并符合车辆内饰整体设计风格，然后供应给汽车整车厂。下游分为前装市场和后装市场，前装市场 主要是各大汽车整车制造企业，负责将汽车座椅安装到对应的车型上;后装市场主要是涵盖座椅的售后 维修、更换以及部分车主的个性化改装等需求的市场。 图表1：汽车座椅产业链图 国家层面汽车座椅行业政策汇 ...

Core Viewpoint - The article emphasizes the historic opportunity for the Chinese automotive industry to strengthen and expand through the electric and intelligent transformation, suggesting that Chinese automakers can achieve a leapfrog development compared to their Western and Japanese counterparts in the traditional fuel vehicle era [2][13]. Group 1: Overview of Global Automotive Parts Giants - German automotive parts giants are primarily technology-driven, having achieved mass production as early as the 1920s-1930s, with companies like Volkswagen and Mercedes-Benz originating from Germany [5][13]. - Japanese and Korean suppliers have historically been supported by their parent manufacturers, gradually enhancing their R&D capabilities and expanding overseas after initially learning from advanced parts manufacturers [5][13]. - The competition among American automotive parts suppliers is relatively fragmented, with only a few making it to the top ranks globally, while Canadian company Magna serves as a significant supplier in North America [5][13]. Group 2: Changes in Chinese Automotive Parts Suppliers - Chinese automotive parts suppliers are undergoing significant changes, with the rise of new energy vehicles (NEVs) since 2020, led by companies like Tesla and local startups, reshaping the relationship between manufacturers and suppliers [10][11]. - The emergence of competitive Chinese parts suppliers, characterized by high cost-performance and rapid response capabilities, is evident, with notable examples including Top Group and Desay SV [10][11]. - Since 2022, there has been a marked acceleration in the globalization of Chinese suppliers, with companies like Top Group and New Spring accelerating their overseas production capacity [10][11]. Group 3: Development of Adient - Adient, the automotive seating giant, began its journey as a part of Johnson Controls, focusing on strategic acquisitions to build a solid industry foundation and expand into interior business [6][18]. - After becoming independent, Adient concentrated on deepening its presence in local markets, enhancing its capabilities through acquisitions and technology [6][18]. - Adient's commitment to R&D has led to the establishment of 12 global technology centers and over 1,200 seating technology patents, creating significant technological barriers [7][18]. Group 4: Future Outlook and Strategic Insights - The article outlines that the automotive industry is undergoing a transformation towards electrification and intelligence, with Adient focusing on digital interaction and electric adaptation of seating systems [7][18]. - The integration of local market needs into global product innovation is highlighted as a key strategy for Adient, allowing it to lead in the automotive seating and interior sector [7][18]. - The report aims to provide insights into Adient's historical development and its strategic positioning in the electric and intelligent automotive landscape, identifying lessons for domestic suppliers [11][18].

新华财经长春9月25日电（记者王晓林）近日，吉林省工业和信息化厅公布"2025年度吉林省智能工 厂"名单，富维股份旗下富维安道拓公司与富维东阳公司凭借智能化建设成果入选该榜单。 据介绍，富维股份将继续加大在智能制造领域的投入，推动人工智能、工业互联网、大数据等新技术与 制造业深度融合，以智能工厂为新起点，进一步打造全价值链数字化生态系统，为客户提供更高质量、 更高效率的产品与服务。 编辑：罗浩 2021年以来，富维安道拓公司加快数字化建设步伐，紧扣客户"质量三化"（参数固化、工位绿化、监控 数字化）要求，确立"生产自动化先行、物流智能化跟进、全流程数字化管控"发展路径。通过数字化建 设，公司座椅工厂整合了物流管理、模具管理、缝纫大数据、泡沫生产管理等系统，并接入视觉检测、 安东系统、反作用力臂电检等质量管控工具，实现关键参数100%固化、重要工位100%绿化、超差报警 可实时同步至客户系统的良好成效。 吉林省智能工厂认定工作由省工信厅组织开展，旨在遴选一批在自动化生产、数字化管理、绿色制造等 方面表现突出的制造企业，树立行业标杆，带动全省制造业整体水平提升。 富维东阳公司系统推进智能工厂建设，以注塑、涂装、装 ...

9月25日，富维股份盘中下跌2.08%，截至13:13，报9.91元/股，成交4880.67万元，换手率0.66%，总市 值73.64亿元。 机构持仓方面，截止2025年6月30日，富维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2877.57万股，相比上期增加633.89万股。 资金流向方面，主力资金净流出247.15万元，特大单买入180.36万元，占比3.70%，卖出345.22万元，占 比7.07%；大单买入886.73万元，占比18.17%，卖出969.02万元，占比19.85%。 责任编辑：小浪快报 富维股份今年以来股价涨16.59%，近5个交易日跌5.26%，近20日跌5.08%，近60日涨3.66%。 资料显示，长春富维集团汽车零部件股份有限公司位于吉林省长春市汽车经济技术开发区东风大街5168 号，成立日期1993年6月28日，上市日期1996年8月26日，公司主营业务涉及汽车座椅、仪表板、门板、 座椅骨架、保险杠、门槛总成、前围模块总成、散热器格栅总成、扰流板、后视镜、汽车滤清器、汽车 照明装置、汽车冲焊产品、车轮总成、汽车电子等汽车零部件的设计、研发、制造和销售等。 ...

Investment Rating - The report maintains a positive outlook on the automotive parts industry, particularly focusing on the opportunities presented by the transition to smart electric vehicles in China [2]. Core Insights - The report emphasizes the historical opportunity for Chinese automotive companies to leverage the shift from traditional fuel vehicles to electric vehicles, potentially allowing them to surpass established global players [2]. - It highlights the successful growth strategies of global automotive parts giants, particularly in the context of mergers and acquisitions, technological innovation, and market expansion [3][7]. - The report details the evolution of Adient, a leading automotive seating company, from its separation from Johnson Controls to its current status as a global leader in the seating market, driven by strategic acquisitions and a focus on core competencies [7][10]. Summary by Sections Historical Overview - The report outlines the historical development of Adient, detailing its key acquisitions and strategic decisions that have shaped its growth in the automotive seating sector [41][50]. - It notes the transition from being part of Johnson Controls to becoming an independent entity focused on seating solutions, highlighting significant milestones in its journey [10][41]. Success Factors - Adient's success is attributed to its ability to capitalize on market opportunities, strategic mergers and acquisitions, and a strong focus on product innovation and technology [7][10]. - The report identifies three primary growth strategies employed by global automotive parts suppliers: technology-driven growth, reliance on major automotive manufacturers, and expansion through acquisitions [6][33]. Market Outlook - The report anticipates a significant shift in the automotive parts landscape due to the rise of electric and smart vehicles, with a focus on the development of new technologies and products that cater to these trends [8][10]. - It discusses the competitive dynamics of the automotive parts industry, noting the increasing importance of innovation and customer responsiveness in maintaining market leadership [19][28].

Group 1 - The core viewpoint of the news is that Fuwei Co., Ltd. has seen a significant increase in its stock price, rising by 5.25% to 10.82 CNY per share, with a trading volume of 260 million CNY and a market capitalization of 8.04 billion CNY [1] - Fuwei Co., Ltd. specializes in the design, research and development, manufacturing, and sales of various automotive components, including seats, dashboards, and lighting systems, with its main business revenue composition being 54.68% from automotive interiors, 23.81% from bumpers, and 6.80% from automotive lights [1] - The company was established on June 28, 1993, and went public on August 26, 1996, indicating a long-standing presence in the automotive parts industry [1] Group 2 - Hai Futong Fund has a significant holding in Fuwei Co., Ltd., with its Hai Futong CSI 2000 Enhanced Strategy ETF increasing its stake by 7,400 shares in the second quarter, bringing the total to 13,300 shares, which represents 0.93% of the fund's net value [2] - The Hai Futong CSI 2000 Enhanced Strategy ETF has shown impressive performance this year, with a return of 47.74% and a ranking of 536 out of 4,222 in its category [2] - The fund manager, Li Ziw, has been in charge for 2 years and 216 days, achieving a best return of 75.65% during his tenure [3]