一果兴县 一业赋能 静宁走出多元发展路 静宁时代车间里的智能缝纫机生产线 □记者 李童晖 胡文龙 文/图 静宁时代员工雷轩的经历颇具代表性。这位曾在外省务工的农民，如今在家门口月挣4000多元："以前一直是外出打工， 现在家门口有这样的制造企业能上班，感觉挺好的。" 数据显示，静宁汽配企业八成以上员工是本地劳动力，其中不少人是果农，农闲时走进车间务工增收。 精准招商打造"集群发展引擎" "我们选择静宁，看中的是这里的产业配套和'保姆式'服务。"静宁时代总经理唐艳伟的话，道出了企业落户的核心原因。 近年来，静宁以"苹果之乡"的生态名片为引，绘制汽配产业"招商图谱"，建立目标企业库、机会清单库、项目库"一图三 库"体系，精准承接东部产业转移。 从2022年沪佑正通落户，到2024年国家级专精特新"小巨人"企业豪斯特投产，再到2025年底静宁时代开工，静宁仅用三 年就形成涵盖线束、头枕、座椅面套的汽车座椅零部件产业集群，产品直供吉利、比亚迪等车企。更关键的是，当地创 造了"签约到投产仅三个月"的速度——豪斯特项目从落地到量产的高效推进，印证了"专班跟进、全流程服务"的招商优 势。如今，园区汽配企业年产值已突破1.2 ...

证券日报网讯1月21日，富维股份（600742）在互动平台回答投资者提问时表示，"富维-月泉机器人应 用实验室"围绕汽车座椅零部件生产、装配与检测核心环节，通过在仿真环境中开展博文W-Bot轮式人 形机器人的数据采集和模型训练，推动人形机器人在汽车零部件制造领域的应用落地。此外，公司在其 他机器人产品方面已有供货项目在开展中，但截至目前，该类业务对公司整体营收贡献占比较小，尚未 形成规模收入。目前公司暂无组装机器人的业务。敬请广大投资者注意投资风险，理性决策。 ...

Group 1: Innovation Layer Implementation - The National Equities Exchange and Quotations (NEEQ) plans to implement six rounds of innovation layer upgrades in 2026, starting on January 30, February 27, March 31, April 30, May 29, and August 31 [3][12][14] - In 2025, a total of 281 companies successfully upgraded to the innovation layer, with an average revenue of 572 million yuan and an average net profit of 58.32 million yuan for 2024 [15][19] Group 2: Newly Listed Companies - Eight new companies were listed from January 12 to January 18, 2026, with an average revenue of 527 million yuan and an average net profit of 56.52 million yuan [19][20] - Tian Da Co., Ltd. focuses on special intermediate alloys and superconducting materials, achieving breakthroughs in production technology [22][24] - Youyun Technology provides internet data center services and has established partnerships with major companies like Tencent and Alibaba [37][38] - Qingshi Biological ranks second in the domestic research service market for gene synthesis and Sanger sequencing [44][47] Group 3: Market Dynamics - The market saw 219 block trades this week, with significant transactions from companies like Minshan Environmental and Weihan Machinery [5][19] - Debang Lighting plans to acquire New Third Board company Jiali Co., Ltd., which will result in holding 67.48% of the total shares post-transaction [5][19] - The total market capitalization of listed companies on the New Third Board reached 25,181.94 billion yuan by the end of 2025 [5][19]

"公司高度重视投资者回报，自2009年至今，已连续16年进行现金分红，2024年度进行了两次分红， 2025年度已完成中期分红，2025年三季度分红预案今天股东会已审议通过。2026年度公司将会结合实际 的经营发展为投资者提供持续、稳定的现金分红方案，每年以现金方式分配的利润在当年实现的可分配 利润的50%以上，分红次数不少于两次。"富维股份介绍，公司于2025年4月发布了估值提升计划，制定 了明确的措施并逐项推进执行。目前公司在市场开发方面已经有所突破，新接订单情况陆续发布自愿性 披露公告；同时开展与低空经济及机器人产业相关公司的战略合作；推动主要股东增持。多渠道投资者 交流活动也都按计划进行。公司董事会及经管层将一如既往地深耕主业，保持经营业绩稳健发展。 在回答投资者提问时，富维股份表示，富维镁合金业务当前主要聚焦汽车零部件领域进行业务拓展，一 阶段采用半固态成型工艺对支架类产品进行产业化，二阶段针对镁合金轮毂类产品形成实验验证能力。 后续伴随着公司能力逐步提升及市场需求不断增加，公司也会择机逐步向镁合金轮毂、低空经济、具身 智能、两轮及三轮自行车/电动车及3C电子等领域进行业务拓展布局。 谈及公司的机器 ...

Summary of Mingyang Technology Conference Call Company Overview - Mingyang Technology primarily engages in the production of automotive seat components, including height and angle adjustment mechanisms and armrests. Over 95% of its orders come from the new energy vehicle sector, with significant sales growth in the first quarter of 2025, although the overall growth rate for the year is expected to remain consistent with 2024 [2][3][4]. Industry Dynamics - The domestic market for new energy vehicles is experiencing intensified competition, leading to increased pressure on product pricing and cash flow due to shortened supply chain payment terms. This necessitates accelerated innovation and process improvements within the company [2][3][4]. - The automotive parts industry is facing a price reduction pressure of approximately 6% annually from clients, which is impacting profit margins. Mingyang Technology is responding by reducing costs, enhancing capacity utilization, and controlling personnel growth to maintain gross and net profit levels [4][19]. Key Products and Innovations - Mingyang Technology is focusing on the development of PEEK materials as an upgrade to traditional self-lubricating bushings, which are currently made from PTFE. PEEK materials are environmentally friendly and have broader application potential in robotics and medical devices. The company has completed initial parameter and process validation and anticipates breakthroughs in 2025 [2][5][7][12][16]. - The company’s assembly design includes small components such as home door dampers and automotive armrest angle adjusters, with a target production capacity of approximately 30 million yuan for 2025, expecting significant growth in the third or fourth quarter [2][15][14]. Financial Performance and Projections - For 2025, the company expects revenue of around 300 million yuan, with production capacity achieving approximately 205 million yuan. The projected total output value for 2026 and 2027 is around 500 million yuan [17][28]. - The gross margin for the company is currently at 43%, with a net profit margin of 26%. Despite a slight increase in net profit margin, the gross margin has decreased due to ongoing price pressures [19]. Strategic Focus and Future Directions - Mingyang Technology plans to continue focusing on automotive seat components, enhancing R&D investment, and accelerating new product development to meet evolving market demands. The company aims to expand into new applications such as smart seating systems [6][30]. - The company is also exploring opportunities in non-automotive sectors, particularly in powder metallurgy and metal injection, which have applications in engineering machinery, medical devices, and robotics [28][30]. Challenges and Responses - The company faces challenges in maintaining gross margins due to client price reductions and fluctuating raw material costs. To counter these challenges, Mingyang Technology is optimizing its product structure and improving production efficiency [18][19]. - The company is also addressing the issue of short order cycles by maximizing the utilization of existing resources rather than increasing personnel or equipment, which could negatively impact margins [20]. Customer Base and Market Position - Mingyang Technology primarily serves new energy vehicle models, with over 90% of its orders coming from this segment. Major clients include Yanfeng, with orders from leading brands like BYD, Tesla, and Huawei [4][21][22]. - The company has successfully developed domestic alternatives to imported components, which are priced competitively while maintaining good profit margins, positioning itself favorably in the market [33]. Conclusion - Mingyang Technology is strategically positioned in the automotive seat component sector, focusing on innovation and efficiency to navigate competitive pressures and market dynamics. The company is committed to expanding its product offerings and exploring new markets while maintaining a strong emphasis on R&D and operational excellence [35][36].