类型：股份有限公司（上市） 注册资本：壹拾亿零壹仟伍佰壹拾叁万捌仟柒佰零捌元人民币 股票代码：002510 公司简称：天汽模 公告编号2026-002 天津汽车模具股份有限公司关于完成工商变更登记并换发营业执照的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗漏。 一、基本信息 天津汽车模具股份有限公司（以下简称"公司"）于2025年12月12日召开了第五届董事会第五十三次会 议，于2025年12月30日召开了2025年第二次临时股东大会，审议通过了《关于变更注册资本、修订〈公 司章程〉并办理工商变更登记的议案》。具体内容详见公司于2025年12月13日、2025年12月31日刊登在 《证券时报》、《中国证券报》和巨潮资讯网（www.cninfo.cn）上的《关于第五届董事会第五十三次 会议决议的公告》（公告编号：2025-068）、《二〇二五年第二次临时股东大会决议的公告》（公告编 号：2025-072）。 近日，公司完成了相关工商变更登记手续，取得了中国（天津）自由贸易试验区市场监督管理局换发的 《营业执照》，相关登记信息如下： 名称：天津汽车模具股份有限公司 ...

路演嘉宾合影 ——重庆至信实业股份有限公司首次公开发行股票并在上交所主板上市网上投资者交流会精彩回放 出席嘉宾 重庆至信实业股份有限公司董事长 陈志宇先生 重庆至信实业股份有限公司董事、董事会秘书 陈笑寒女士 重庆至信实业股份有限公司总经理助理、财务总监 邓 平先生 申万宏源证券承销保荐有限责任公司保荐代表人 梁 潇女士 申万宏源证券承销保荐有限责任公司保荐代表人 黄学圣先生 重庆至信实业股份有限公司 董事长陈志宇先生致辞 尊敬的各位投资者朋友和各位网友： 大家好！ 目前，公司已在全国布局十余个生产基地，实现了对客户需求的快速响应，并以此为中心，积极辐射并 开拓周边的新老客户。在智能制造方面，公司拥有大吨位大台面自动化和连线生产线16条，自动化焊接 机器人超1500台，整体自动化率超96%。此外，在赋能自身智能制造与数字化管理的同时，公司机器人 工作站及集成业务已实现对外销售，正逐步形成第二增长点。 通过多年积累，至信股份已发展成为长安汽车、吉利汽车、长安福特等知名整车制造厂商的一级供应 商，并已配套宁德时代、英纳法、伟巴斯特等知名汽车零部件供应商。 公司始终以"谦虚积极做人，踏实有效做事"的价值观经营企业、 ...

至信股份业绩高增长背后，得益于行业成长以及公司的主动作为。 至信股份(603352)近日披露，公司首次公开发行股票并在（上交所）主板上市发行将在1月6日进行；此 次发行的网上申购代码为"732352"，网下申购代码为"603352"。根据公开资料，至信股份将成为重庆 2026年的首只新股。 据悉，至信股份拟发行股份5666.67万股，发行后总股本为2.27亿股；发行价格为21.88元/股，募资总额 约12.4亿元。 发行采用战略配售、网下发行和网上发行相结合的方式进行。根据发行价格确定的承诺认购战略配售总 量为1133.33万股，占此次发行数量比例为20%。战略配售回拨后，网上网下回拨机制启动前，网下发 行数量为2720.03万股；网上发行数量为1813.3万股。最终网下、网上发行合计数量4533.33万股。 至信股份总部位于重庆两江新区。自1995年成立以来，公司始终专注于汽车冲焊件及相关模具的研发、 生产与销售，逐步构建起"零部件+模具+智能制造"三位一体的一体化服务体系。公司的主要产品包括 汽车冲焊件和相关模具，广泛应用于整车结构件、安全件和功能件等领域。 凭借在热成型与轻量化技术、冷冲压工艺、高精度焊 ...

Core Viewpoint - Ningbo Fangzheng is in the process of acquiring the remaining 60% stake in Junpeng Communication to achieve full ownership, following the previous acquisition of a 40% stake. The acquisition process is reportedly progressing as planned [2]. Group 1: Acquisition Details - The acquisition of Junpeng Communication began in 2023, with a complex process involving a transfer of 64.35 million yuan under the guise of equipment procurement, which was later revealed to be linked to the actual controller's related party transactions [4]. - Ningbo Fangzheng officially acquired 40% of Junpeng Communication for 340 million yuan in December 2024, with the actual controller's daughter being the controlling party of the target company [4]. - Junpeng Communication had performance commitments for net profits of no less than 100 million yuan, 110 million yuan, and 120 million yuan for the years 2024 to 2026, respectively. However, the actual net profit for 2024 did not meet these targets, leading to a provision for asset impairment of 27.63 million yuan [4]. Group 2: Financial Performance and Challenges - From 2022 to the first three quarters of 2025, Ningbo Fangzheng's net profit attributable to shareholders has been declining, with the company entering a loss state post-2023. Despite this, the company is still pursuing the acquisition of the remaining 60% stake in Junpeng Communication [5]. - The company faced penalties from the Ningbo Securities Regulatory Bureau for information disclosure violations and related party transactions, resulting in fines totaling 800,000 yuan for the company and its actual controller [5]. - Ningbo Fangzheng's traditional business in automotive mold manufacturing is facing challenges, while the company is attempting to expand into the lithium battery precision structural components sector. However, the production capacity utilization rates for these components are notably low, at 18.85% for aluminum shell products and 21.37% for cover plate products [5]. Group 3: Financial Pressure and Market Response - Ningbo Fangzheng requires significant cash to acquire the remaining stake in Junpeng Communication, while its debt-to-asset ratio has increased from 38.63% in 2023 to 51.95% in the third quarter of 2025, indicating growing financial pressure [6]. - The company has stated that the acquisition aims to "enhance operational scale and performance, and improve market competitiveness." However, the underperformance of the target company's earnings and the low utilization rates in its lithium battery business raise questions about the rationale and necessity of the acquisition [6]. - An announcement was made on November 12 regarding the ongoing audit and update of financial data related to the transaction, with the market closely monitoring the audit results and final transaction details to assess the true value of this related acquisition [6].

Core Viewpoint - Chongqing Zhixin Industrial Co., Ltd. has successfully registered its IPO on the Shanghai Main Board, marking a significant milestone for the company and its underwriter, Shenwan Hongyuan Securities [1] Group 1: Company Overview - Zhixin Co., established in 1995, specializes in the development, processing, production, and sales of automotive welding parts and related molds [1] - The company has expanded its operations to include upstream mold development, processing, production, and comprehensive automation production solutions [1] Group 2: Financial Performance - For the years 2022 to 2024, Zhixin Co. reported revenues of 2.091 billion, 2.564 billion, and 3.088 billion yuan, respectively, with net profits of 71 million, 132 million, and 204 million yuan [1] - In the first nine months of 2025, the company achieved a revenue of 2.713 billion yuan, a 29.30% increase year-on-year, and a net profit of 165 million yuan, up 21.43% from the previous year [2] Group 3: Future Projections - For 2025, Zhixin Co. anticipates revenue growth of 26.30% to 31.16%, with net profit projections increasing by 25.02% to 29.92% and 27.22% to 32.63% for net profit after deducting non-recurring gains [3] Group 4: Customer Concentration - The sales to the top five customers for the years 2022 to 2025 accounted for 73.86%, 79.77%, 74.82%, and 68.00% of total revenue, indicating a high concentration of sales [4] Group 5: Corporate Governance - Prior to the IPO, the actual control of Zhixin Co. was held by Chen Zhiyu and Jing Bing, who collectively controlled 83.75% of the voting rights [6] - The company has proposed to abolish the supervisory board, with the audit committee of the board of directors assuming the supervisory functions [7]

Core Viewpoint - Tianjin Automotive Mould Co., Ltd. held an institutional research meeting on November 26, focusing on its industry layout, business structure, customer cooperation, and merger progress [1][2]. Group 1: Business Layout and Revenue Composition - The company's mould business accounts for nearly 50% of its revenue in 2024, with current orders amounting to approximately 2.5 billion [3]. - Stamping business is the second-largest segment, contributing 43% to revenue, closely tied to customer production schedules [3]. - The aerospace components business currently represents 4% of revenue, with potential growth as production scales up [3]. Group 2: Business Characteristics - Mould business demand is primarily driven by new model development and existing model modifications, showing stable demand without direct correlation to vehicle sales [4]. - Stamping business relies heavily on stable supply relationships with customers, with revenue fluctuating based on the sales volume of supplied models [4]. - The production cycle for mould products varies significantly, typically ranging from 12 to 24 months, with in-house manufacturing taking about 8 to 10 months [4]. Group 3: Customer Distribution in Stamping Business - The stamping business's production capacity is mainly located in Tianjin and Hefei, serving key automotive clients [5]. - Key clients in Tianjin include FAW Toyota, Great Wall Motors, Beijing Benz, and others, while Hefei primarily serves NIO and JAC Motors [5]. Group 4: Merger and Acquisition Progress - The acquisition of Dongshi Co. is pending financial data updates, with preliminary due diligence and evaluations completed [6]. - Negotiations on details and agreement terms are ongoing, with no formal agreement signed yet, indicating potential uncertainties in the approval process [6].

Core Viewpoint - Tianjin Automotive Mould Co., Ltd. plans to use up to RMB 200 million of idle raised funds for cash management to enhance fund utilization efficiency and investment returns while ensuring that the investment projects proceed smoothly and do not affect the use of raised funds [1][4][12] Summary by Sections 1. Basic Situation of Raised Funds - The company issued 4.71 million convertible bonds at a face value of RMB 100 each, raising a total of RMB 471 million, with a net amount of RMB 463.1 million after deducting underwriting fees [1][3] 2. Reasons for Idle Funds - As of October 31, 2025, some raised funds are temporarily idle due to the phased investment needs of the projects, which require gradual funding [3][4] 3. Cash Management Plan - The company intends to use idle raised funds for cash management, with a maximum of RMB 200 million, for a period of 12 months from the board's approval date, allowing for rolling use of funds within this limit [6][12] 4. Purpose of Cash Management - The aim is to improve the efficiency of fund usage and increase investment returns while ensuring that the investment projects are not affected [5][12] 5. Types of Cash Management Products - The cash management products will include high-security, liquid, and principal-protected investment products such as time deposits, structured deposits, and bank wealth management products [7][12] 6. Implementation Method - The chairman is authorized to make decisions regarding cash management within the approved limits, with the finance department responsible for implementation [8][12] 7. Disclosure of Information - The company will disclose the progress of cash management activities in accordance with relevant regulations [9][12] 8. Impact on the Company - The cash management of idle funds will not constitute a related party transaction and will not affect the normal implementation of investment projects, thereby benefiting the company and its shareholders [12][13] 9. Opinions from the Board and Supervisory Committee - Both the board and the supervisory committee have approved the cash management plan, confirming its compliance with relevant regulations and its benefits for fund efficiency [13][14][22]

Core Viewpoint - Ningbo Fangzheng Automotive Mould Co., Ltd. has signed a strategic cooperation agreement with Ningbo Huaxiang Electronics Co., Ltd.'s wholly-owned subsidiary, Ningbo Huaxiang Qiyuan Technology Co., Ltd., to accelerate the development of the general robotics industry and promote innovation in the supply chain and products [2][3] Group 1: Strategic Cooperation - The agreement emphasizes principles of legal compliance, complementary advantages, friendly consultation, and mutual benefit [2] - Both companies will collaborate on core components such as precision structural parts and joint modules, creating a complete development chain from R&D to mass production [2] - Ningbo Fangzheng will provide office and production environments for testing and demonstration of robotic products, while both parties will promote applications in industrial manufacturing, commercial services, and scientific education [2] Group 2: Product Development and Market Expansion - The cooperation will cover various robot types, including bipedal humanoid, wheeled humanoid, quadrupedal, and commercial cleaning robots [2] - Huaxiang Qiyuan will handle demand design and solution confirmation, while Ningbo Fangzheng will focus on process development and manufacturing implementation [2] - The partnership aims to expand downstream application scenarios and leverage Ningbo Fangzheng's precision manufacturing experience to secure high-quality downstream customers, potentially establishing a rapid market share in niche areas [2] Group 3: Business Synergy and Growth Potential - The robotics component business is expected to create technical synergies with existing businesses in automotive molds, automotive parts, lithium battery precision components, and intelligent equipment [3] - This collaboration is anticipated to enhance capacity utilization and scale effects [3] - Long-term, the robotics business may become a new growth curve for the company, providing new momentum for sustained performance growth [3]

Core Insights - Tianjin Great Wall Lean Automotive Parts Co., Ltd. has increased its registered capital from 150 million RMB to approximately 188 million RMB, representing a 25% increase [1] Company Overview - The company was established in November 2006 and is legally represented by Wu Nan [1] - Its business scope includes the development, design, and manufacturing of automotive body stamping parts, automotive components, automotive molds, and automotive equipment [1] - The company is wholly owned by Great Wall Motors (601633) [1]

Core Viewpoint - Tianjin Great Wall Lean Automotive Parts Co., Ltd. has increased its registered capital from 150 million RMB to approximately 188 million RMB, marking a 25% increase [1]. Company Information - The company was established in November 2006 and is wholly owned by Great Wall Motors (601633) [1]. - The legal representative of the company is Wu Nan [1]. - The business scope includes the development, design, and manufacturing of automotive body stamping parts, automotive components, automotive molds, and automotive equipment [1]. Financial Information - The registered capital has increased by 25%, from 150 million RMB to about 188 million RMB [1]. - The company operates as a limited liability company (sole proprietorship) [2]. - The company is classified under the automotive manufacturing industry [2].