登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码:002510 公司简称：天汽模 公告编号2025-061 天津汽车模具股份有限公司 关于使用部分闲置募集资金进行现金管理的公告 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。 天津汽车模具股份有限公司（以下简称"公司"）于2025年11月19日召开第五届董事会第五十二次会议和 第五届监事会第三十四次会议，审议通过了《关于使用部分闲置募集资金进行现金管理的议案》，同意 公司在不影响募集资金使用的前提下，使用总金额不超过人民币2.0亿元的闲置募集资金进行现金管 理，投资期限自公司董事会审议通过之日起12个月内有效，在上述额度及决议有效期内资金可滚动使 用。现将有关事项公告如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于核准天津汽车模具股份有限公司公开发行可转换公司债券的批复》 （证监许可[2019]2582号），公司公开发行471万张可转换公司债券，每张面值100元，募集资金总额 47,100万元，扣除本次发行的承销保荐费用790万元后募集资金金额为46,310万元。上述募集资金已于 2020年1月 ...

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].

Core Insights - Tianjin Great Wall Precision Auto 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 wholly owned by Great Wall Motors [1] - Its business scope includes the development, design, and manufacturing of automotive body stamping parts, auto parts, automotive molds, and automotive equipment [1]

Core Insights - Liu'an is leveraging its geographical advantages and rich resources to attract investment and develop its industrial base, particularly in the context of national development strategies [23][24][25] Industry Development - Liu'an has established six leading industries: information technology, food health, building materials and home furnishings, new energy, mining metallurgy, and new materials, while also planning for future industries such as low-altitude economy, hydrogen energy, and third-generation semiconductors, forming a "6+3" industrial system [11][32] - The new energy vehicle (NEV) industry is rapidly developing, with 304 related enterprises, including 205 component manufacturers and 99 aftermarket companies. In 2024, Liu'an aims to attract 81 NEV-related projects with a total investment of 239 billion [12][31] - The hydrogen energy sector is highlighted, with Liu'an being one of the first national hydrogen energy demonstration cities, featuring leading companies like Tomorrow Hydrogen, which has developed core technologies and established a large-scale industrialization facility [21][24] Investment and Economic Growth - Liu'an's industrial investment is projected to grow by 33% in the first half of 2025, outpacing the provincial average, with manufacturing investment increasing by 9.9% [32] - The Liu'an Economic and Technological Development Zone is home to advanced manufacturing facilities, such as the introduction of a 9,800-ton die-casting machine, which is expected to generate annual sales of no less than 1 billion [29][30] Strategic Collaborations - Liu'an is benefiting from strategic partnerships, particularly with Shanghai, which has led to the establishment of the Liu'an Modern Industrial Park, designed to attract investment and facilitate industrial cooperation [33][34] - The park operates under a market-oriented model, promoting collaboration between Shanghai and Liu'an in sectors like integrated circuits, high-end equipment, and new energy vehicles [34][35]

Core Viewpoint - Chongqing Zhixin Industrial Co., Ltd. has successfully passed the IPO review by the Shanghai Stock Exchange, meeting the issuance, listing, and information disclosure requirements [1] Group 1: Company Overview - Zhixin Co. was established on January 23, 1995, with a registered capital of 170 million yuan and is located in Jiangbei District, Chongqing [1] - The company specializes in the development, processing, production, and sales of automotive welding parts and related molds, recognized as a national high-tech enterprise and a "specialized, refined, and innovative" small giant [1] Group 2: Business Relationships - Zhixin Co. serves as a first-tier supplier for major automotive manufacturers such as Changan Automobile, Geely, BYD, NIO, and Li Auto, and also provides supporting products for automotive parts suppliers like CATL, Inafa, and Webasto [1] Group 3: Financial Performance - The company's revenue for 2022, 2023, and 2024 is projected to be 2.091 billion yuan, 2.564 billion yuan, and 3.088 billion yuan, respectively, with a compound annual growth rate (CAGR) of 21.52% [1] - Net profit for the same years is expected to be 70.69 million yuan, 132 million yuan, and 204 million yuan, while the net profit after deducting non-recurring gains and losses is projected to be 52.25 million yuan, 120 million yuan, and 185 million yuan, with a CAGR of 88.02% [1] Group 4: IPO Details - The company plans to issue no more than 56.66667 million shares, accounting for no less than 25% of the post-issue share capital, aiming to raise 1.329 billion yuan for capacity expansion and technological transformation projects in Chongqing, Ningbo, and Anhui, as well as to supplement working capital [2]

Core Viewpoint - Chongqing Zhixin Industrial Co., Ltd. is set to undergo its main board IPO review on November 6, 2025, as announced by the Shanghai Stock Exchange [1] Company Overview - Chongqing Zhixin specializes in the development, processing, production, and sales of automotive welding parts and related molds [3] - The company has established a customer base that includes major automotive manufacturers such as Changan Automobile, Geely, Changan Ford, NIO, Li Auto, BYD, Great Wall Motors, and Leap Motor, as well as notable auto parts suppliers like CATL, Inafa, and Webasto [3] Financial Performance - The company's revenue for the years 2022, 2023, 2024, and the first half of 2025 is reported as follows: - 2022: 2.09 billion CNY - 2023: 2.56 billion CNY - 2024: 3.09 billion CNY - H1 2025: 1.60 billion CNY - The compound annual growth rate (CAGR) of revenue from 2022 to 2024 is 21.52% [3] - The net profit attributable to the parent company, excluding non-recurring gains and losses, for the same periods is: - 2022: 52.25 million CNY - 2023: 119.69 million CNY - 2024: 184.72 million CNY - H1 2025: 87.18 million CNY - The CAGR of net profit, excluding non-recurring gains and losses, from 2022 to 2024 is 88.02% [3] IPO Fundraising Plans - Chongqing Zhixin aims to raise approximately 1.33 billion CNY through its IPO, with the funds primarily allocated to four projects: - Transformation of Zhixin Industrial production line - Intelligent upgrade of the Ningbo Zhixin automotive parts production line - Expansion and technical transformation of the new energy vehicle parts welding production line - Supplementing working capital [3]

Group 1 - Ningbo Fangzheng has signed a strategic cooperation agreement with Shandong Future Robot Co., Ltd to enhance industrial development in the field of industrial robots, adhering to principles of mutual benefit and long-term cooperation [1] - As of January to June 2025, the revenue composition of Ningbo Fangzheng shows that other businesses account for 70.29% while new energy structural components account for 29.71% [1] - The current market capitalization of Ningbo Fangzheng is 3.4 billion yuan [2]

Core Viewpoint - The financial struggles of Nezha Auto have led to significant impacts on its suppliers, particularly Zhixin Industrial Co., which has reported substantial bad debt losses due to overdue accounts receivable from Nezha Auto and other clients [1][2]. Group 1: Financial Impact on Zhixin Industrial - Zhixin Industrial has disclosed that it has recognized a total of 12.95 million yuan in overdue accounts receivable from Nezha Auto, which has entered bankruptcy reorganization, leading to a complete provision for bad debts [1]. - The company reported credit impairment losses of -25.34 million yuan for the fiscal year 2024, primarily due to expected credit losses related to accounts receivable from Nezha Auto [1][2]. - The total liabilities of Nezha Auto are close to 10 billion yuan, with debts to suppliers constituting nearly two-thirds of this amount, indicating a significant financial strain on its supply chain [2]. Group 2: Performance and Growth of Zhixin Industrial - Despite the challenges posed by clients like Nezha Auto and Beiqi Yinxiang, Zhixin Industrial has achieved rapid revenue growth, with reported revenues of 2.09 billion yuan, 2.56 billion yuan, and 3.09 billion yuan for the years 2022 to 2024 [2]. - The company’s net profit has also shown improvement, with figures of 52 million yuan, 120 million yuan, and 185 million yuan for the same period, indicating resilience in its financial performance [2]. - Zhixin Industrial's gross margin for its main products has been increasing annually, attributed to its strategic focus on high-value components and cost-reduction measures despite the competitive pressure in the automotive industry [3][4]. Group 3: Market Dynamics and Competitive Landscape - The automotive industry is experiencing intense competition and price declines, which have affected many players, leading to revenue declines for some comparable companies [3][4]. - Zhixin Industrial has managed to maintain a growth rate in revenue that aligns with or exceeds the average of its peers, attributed to its diverse client base and effective market strategies [3]. - The company has adapted to market pressures by optimizing its product structure and increasing the proportion of high-margin components, which has contributed to the sustainability of its gross margins [4].