11月24日，上海沿浦盘中上涨2.12%，截至13:14，报34.74元/股，成交8483.65万元，换手率1.18%，总 市值73.35亿元。 资金流向方面，主力资金净流出928.76万元，特大单买入218.43万元，占比2.57%，卖出602.62万元，占 比7.10%；大单买入1099.67万元，占比12.96%，卖出1644.23万元，占比19.38%。 上海沿浦今年以来股价涨41.16%，近5个交易日跌6.23%，近20日跌17.44%，近60日跌13.06%。 机构持仓方面，截止2025年9月30日，上海沿浦十大流通股东中，富国天惠成长混合(LOF)A/B （161005）位居第六大流通股东，持股300.78万股，相比上期减少149.22万股。平安先进制造主题股票 发起A（019457）位居第九大流通股东，持股214.51万股，为新进股东。国寿安保智慧生活股票A （001672）位居第十大流通股东，持股212.96万股，持股数量较上期不变。 责任编辑：小浪快报 分红方面，上海沿浦A股上市后累计派现1.53亿元。近三年，累计派现9465.81万元。 资料显示，上海沿浦精工科技(集团)股份有限公司位于 ...

Core Viewpoint - Shanghai Yanpu's stock price has experienced fluctuations, with a year-to-date increase of 45.91% but a recent decline in the last few trading days, indicating potential volatility in the market [1]. Company Overview - Shanghai Yanpu Precision Technology (Group) Co., Ltd. was established on April 19, 1999, and listed on September 15, 2020. The company specializes in the research, production, and sales of various automotive seat frame assemblies, seat slide assemblies, and related components [1]. - The main revenue composition includes: frame assemblies (67.32%), stamped parts (24.92%), injection molded parts (3.45%), molds (2.19%), and others (2.14%) [1]. Financial Performance - For the period from January to September 2025, Shanghai Yanpu achieved operating revenue of 1.608 billion yuan, representing a year-on-year growth of 7.32%. The net profit attributable to shareholders was 127 million yuan, reflecting a year-on-year increase of 16.67% [2]. - Cumulative cash dividends since the A-share listing amount to 153 million yuan, with 94.6581 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 10,700, up by 11.73%. The average circulating shares per person decreased by 10.50% to 19,736 shares [2]. - Among the top ten circulating shareholders, notable changes include a reduction in holdings by the sixth-largest shareholder, and the ninth-largest shareholder being a new entrant [3].

Core Viewpoint - Shanghai Yanpu's stock price has shown significant volatility, with a year-to-date increase of 56.19% but a recent decline in the last five and twenty trading days [2] Group 1: Stock Performance - As of November 14, Shanghai Yanpu's stock price rose by 2.10% to 38.44 CNY per share, with a trading volume of 44.48 million CNY and a turnover rate of 0.56% [1] - The stock has experienced a net outflow of 368,900 CNY in principal funds, with large orders accounting for 21.27% of purchases and 22.10% of sales [1] - Over the past 60 days, the stock price has increased by 1.94% [2] Group 2: Company Overview - Shanghai Yanpu Precision Technology (Group) Co., Ltd. was established on April 19, 1999, and went public on September 15, 2020 [2] - The company specializes in the R&D, production, and sales of various automotive seat frame assemblies, seat slide assemblies, and related components [2] - The revenue composition includes 67.32% from frame assemblies, 24.92% from stamped parts, 3.45% from injection molded parts, 2.19% from molds, and 2.14% from other sources [2] Group 3: Financial Performance - For the period from January to September 2025, Shanghai Yanpu achieved a revenue of 1.608 billion CNY, representing a year-on-year growth of 7.32%, and a net profit attributable to shareholders of 127 million CNY, up 16.67% year-on-year [2] - The company has distributed a total of 153 million CNY in dividends since its A-share listing, with 94.658 million CNY distributed over the past three years [3] Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 11.73% to 10,700, while the average circulating shares per person decreased by 10.50% to 19,736 shares [2] - Among the top ten circulating shareholders, notable changes include a decrease in holdings by the sixth-largest shareholder and the entry of a new ninth-largest shareholder [3]

Core Viewpoint - Shanghai Yanpu's stock price has shown significant fluctuations, with a year-to-date increase of 53.14%, but recent declines in the short term indicate potential volatility in investor sentiment [1][2]. Company Overview - Shanghai Yanpu Precision Technology (Group) Co., Ltd. was established on April 19, 1999, and went public on September 15, 2020. The company specializes in the research, production, and sales of various automotive seat frame assemblies, seat slide assemblies, and related components [1]. - The company's revenue composition includes: 67.32% from frame assemblies, 24.92% from stamped parts, 3.45% from injection molded parts, 2.19% from molds, and 2.14% from other sources [1]. Financial Performance - For the period from January to September 2025, Shanghai Yanpu achieved a revenue of 1.608 billion yuan, representing a year-on-year growth of 7.32%. The net profit attributable to shareholders was 127 million yuan, reflecting a year-on-year increase of 16.67% [2]. - Cumulatively, the company has distributed 153 million yuan in dividends since its A-share listing, with 94.658 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 10,700, up by 11.73%. The average number of tradable shares per person decreased by 10.50% to 19,736 shares [2]. - Among the top ten circulating shareholders, notable changes include a reduction in holdings by the sixth-largest shareholder, and the ninth-largest shareholder being a new entrant [3].

Core Viewpoint - Shanghai Yanpu's stock price has experienced fluctuations, with a current market value of 7.812 billion yuan and a year-to-date increase of 50.34% despite recent declines in the last five, twenty, and sixty trading days [1] Financial Performance - For the period from January to September 2025, Shanghai Yanpu achieved operating revenue of 1.608 billion yuan, representing a year-on-year growth of 7.32%, and a net profit attributable to shareholders of 127 million yuan, which is a 16.67% increase compared to the previous year [2] - Cumulative cash dividends since the A-share listing amount to 153 million yuan, with 94.658 million yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Shanghai Yanpu increased to 10,700, up by 11.73%, while the average circulating shares per person decreased by 10.50% to 19,736 shares [2] - The top ten circulating shareholders include notable funds, with the sixth largest being the Fuguo Tianhui Growth Mixed Fund, holding 3.0078 million shares, a decrease of 1.4922 million shares from the previous period [3]

Core Viewpoint - Shanghai Yanpu's stock price has shown significant fluctuations, with a year-to-date increase of 63.26% but a recent decline in the last five and twenty trading days [1][2]. Financial Performance - For the period from January to September 2025, Shanghai Yanpu achieved a revenue of 1.608 billion yuan, representing a year-on-year growth of 7.32%. The net profit attributable to shareholders was 127 million yuan, reflecting a year-on-year increase of 16.67% [2]. - Cumulative cash dividends since the company's A-share listing amount to 153 million yuan, with 94.658 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Shanghai Yanpu increased to 10,700, up by 11.73% from the previous period. The average number of circulating shares per shareholder decreased by 10.50% to 19,736 shares [2]. - Among the top ten circulating shareholders, notable changes include a reduction in holdings by the sixth-largest shareholder, and the ninth-largest shareholder, a new entrant, has acquired 2.1451 million shares [3]. Market Activity - On November 6, Shanghai Yanpu's stock rose by 2.06%, reaching 40.18 yuan per share, with a trading volume of 45.7048 million yuan and a turnover rate of 0.55% [1]. - The stock's market capitalization stands at 8.484 billion yuan, with net inflows of main funds amounting to 1.6878 million yuan [1]. Business Overview - Shanghai Yanpu specializes in the research, production, and sales of various automotive seat frame assemblies, seat slide assemblies, and related components, with the main business revenue composition being 67.32% from frame assemblies, 24.92% from stamped parts, and 3.45% from injection molded parts [1]. - The company is categorized under the automotive industry, specifically in automotive parts and body accessories [1].

Investment Rating - The report assigns a "Recommendation" rating to the company, indicating an expectation to outperform the benchmark index by 10%-20% over the next six months [2][9]. Core Insights - The company reported a significant revenue increase of 35% year-on-year and 43% quarter-on-quarter in Q3 2025, reaching 693 million yuan, while the net profit attributable to shareholders was 49 million yuan, reflecting a year-on-year growth of 4.3% and a quarter-on-quarter growth of 7.5% [2][9]. - The company is experiencing pressure on its gross margin, which decreased to 13.6%, down 6.1 percentage points year-on-year and 4.9 percentage points quarter-on-quarter, attributed to the ramp-up of new customer projects [9]. - The company has successfully transitioned to a Tier 1 supplier for automotive seat frames, with new projects expected to generate revenue of 4.671 billion yuan over their lifecycle [9]. - The establishment of a robotics subsidiary marks a strategic move into new high-end equipment sectors, with plans for research and development of core robotic components [9]. Financial Summary - The company is projected to achieve total revenue of 2.584 billion yuan in 2025, with a year-on-year growth rate of 13.5% [5][10]. - The net profit attributable to shareholders is expected to reach 194 million yuan in 2025, reflecting a growth rate of 41.5% [5][10]. - Earnings per share (EPS) are forecasted to increase to 0.92 yuan in 2025, with a price-to-earnings (P/E) ratio of 43 [5][10].

Core Viewpoint - Shanghai Yanpu's stock price has experienced fluctuations, with a year-to-date increase of 62.94% but a recent decline in the last five and twenty trading days [1][2]. Financial Performance - For the period from January to September 2025, Shanghai Yanpu achieved a revenue of 1.608 billion yuan, representing a year-on-year growth of 7.32%. The net profit attributable to shareholders was 127 million yuan, reflecting a year-on-year increase of 16.67% [2]. - Cumulative cash dividends since the company's A-share listing amount to 153 million yuan, with 94.6581 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Shanghai Yanpu reached 10,700, an increase of 11.73% from the previous period. The average number of circulating shares per shareholder decreased by 10.50% to 19,736 shares [2]. - Among the top ten circulating shareholders, notable changes include a decrease in holdings by the sixth-largest shareholder, and the ninth-largest shareholder being a new entrant [3]. Company Overview - Shanghai Yanpu specializes in the research, production, and sales of various automotive seat frame assemblies, seat slide assemblies, and related components. The main revenue sources are frame assemblies (67.32%), stamping parts (24.92%), and injection molded parts (3.45%) [1]. - The company is classified under the automotive industry, specifically in the automotive parts sector, with connections to high-speed rail and major automotive concepts [1].

Core Viewpoint - Shanghai Yanpu's stock price has shown significant growth this year, with an increase of 84.71% year-to-date, despite a slight decline in the last five trading days [1] Financial Performance - For the first half of 2025, Shanghai Yanpu reported operating revenue of 916 million yuan, a year-on-year decrease of 7.24%, while net profit attributable to shareholders increased by 25.99% to 78.004 million yuan [2] - Cumulative cash dividends since the A-share listing amount to 153 million yuan, with 94.658 million yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 26.27% to 9,575, with an average of 22,051 circulating shares per shareholder, up 28.14% [2] - Notable institutional holdings include the sixth-largest shareholder, Fu Guo Tian Hui Growth Mixed Fund, with 4.5 million shares, and the eighth-largest, Guo Shou An Bao Smart Life Stock A, with 2.1296 million shares, both showing increases in holdings [3] Market Activity - On October 10, the stock price reached 45.46 yuan per share, with a trading volume of 114 million yuan and a turnover rate of 1.21% [1] - The stock experienced a net outflow of 5.9378 million yuan from main funds, with significant buying and selling activity from large orders [1]

Core Viewpoint - Shanghai Yanpu has shown significant stock price appreciation, with a year-to-date increase of 87.88% and a recent surge in trading volume, indicating strong investor interest and potential growth in the automotive parts sector [1][2]. Financial Performance - For the first half of 2025, Shanghai Yanpu reported revenue of 916 million yuan, a year-on-year decrease of 7.24%, while net profit attributable to shareholders was 78.004 million yuan, reflecting a year-on-year increase of 25.99% [2]. - Cumulative cash dividends since the company's A-share listing amount to 153 million yuan, with 94.658 million yuan distributed over the past three years [3]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders increased by 26.27% to 9,575, with an average of 22,051 circulating shares per shareholder, up 28.14% [2]. - The stock has seen significant net inflows from major investors, with a net inflow of 9.1016 million yuan and substantial buying activity from large orders [1]. Business Overview - Shanghai Yanpu specializes in the research, production, and sales of automotive seat frame assemblies, seat slide assemblies, and various automotive components, with the main revenue sources being frame assemblies (67.32%) and stamped parts (24.92%) [1]. - The company operates within the automotive parts industry, specifically in body accessories and components, and is associated with several concept sectors including automotive parts, Huawei automotive, high-speed rail, BYD concepts, and new energy vehicles [1].