数据显示，天弘基金旗下1只基金重仓福立旺。天弘新兴产业混合发起A（021623）三季度持有股数1.15 万股，占基金净值比例为2.23%，位居第八大重仓股。根据测算，今日浮盈赚取约1.48万元。 1月5日，福立旺涨5.33%，截至发稿，报25.47元/股，成交1.22亿元，换手率1.89%，总市值66.27亿元。 资料显示，福立旺精密机电(中国)股份有限公司位于江苏省昆山市千灯镇玉溪西路168号，成立日期 2006年5月18日，上市日期2020年12月23日，公司主营业务涉及从事各类弹簧,连接器,汽车天窗件及其他 五金件配件的研发、设计、生产和销售。主营业务收入构成为：3C精密零部件54.94%，电动工具零部 件17.12%，汽车精密零部件14.66%，金刚线母线及黄铜丝7.89%，其他(补充)4.55%，一般精密零部件 0.84%。 从基金十大重仓股角度 天弘新兴产业混合发起A（021623）成立日期2024年7月2日，最新规模922.44万。今年以来收益 36.34%，同类排名2368/8155；近一年收益36.34%，同类排名2368/8155；成立以来收益42.04%。 天弘新兴产业混合发起A（021 ...

在"一带一路"倡议深入推进的背景下，江西某汽车零部件有限公司作为一家专注于汽车精密零部件生产 的小微企业，凭借其优质产品成功打入中亚市场。然而，在与亚美尼亚客户签订了一笔零部件供应合同 后，却因当地外汇管制严格、代付流程复杂，面临收款难题。 了解到该企业困难后，邮储银行鹰潭市分行迅速组建专项团队，定制"第三方代付"服务方案。首先全面 梳理了"第三方代付"业务的监管要求，结合亚美尼亚外汇政策特点，对相关材料的真实性与合规性进行 了多维度核验，确保代付行为合法有效，有效规避业务风险。同时，为帮助企业合规操作，团队积极指 导该公司收集境外客户主体资质证明、关联公司关系说明等关键材料，夯实业务基础。 在邮储银行鹰潭市分行的专业支持下，该公司最终顺利完成该笔"第三方代付"跨境收汇业务，境外货款 如期到账，企业不仅成功化解了此次结算危机，更为今后开拓亚美尼亚及更多新兴市场增添了信心。 该案例是邮储银行鹰潭市分行支持中小微企业开拓新兴市场的生动实践，也为同类企业提供了可借鉴的 跨境金融服务样本。未来，邮储银行鹰潭市分行将持续优化服务，助力更多企业"走出去"，开拓多元化 国际市场。（来源：邮储银行鹰潭市分行） ...

Core Viewpoint - Bojun Technology is capitalizing on the growth of the electric vehicle (EV) market, with plans to expand its production capacity through a new manufacturing base in Hangzhou, with a total investment of 1 billion yuan [2][3][4]. Financial Performance - In the first three quarters of 2025, Bojun Technology achieved a revenue of 4.075 billion yuan, representing a year-on-year growth of 42.36%, and a net profit of 627 million yuan, up 70.47% [2][6]. - Since its listing nearly five years ago, the company has consistently reported revenue growth exceeding 40% annually [7]. - The company's revenue increased from 549 million yuan in 2020 to 4.227 billion yuan in 2024, marking a growth of approximately 670% [5]. Investment and Expansion Plans - The new production base project in Hangzhou is expected to have a fixed asset investment of no less than 5 million yuan per mu, with an anticipated annual output value of no less than 10 million yuan per mu and tax revenue of 500,000 yuan per mu [4]. - The project aligns with national industrial policies and the company's future development plans, aiming to enhance production capacity in the automotive parts sector [4]. Clientele and Market Position - Bojun Technology serves notable clients in the automotive industry, including Li Auto, Geely, BYD, and Xpeng Motors, indicating a strong market presence [2][7]. - The company has established itself as a specialized manufacturer of precision automotive components and molds, with a diverse product range [3]. Research and Development - The company emphasizes R&D, with R&D expenses accounting for at least 3.5% of its revenue, and has seen significant increases in R&D spending, with 161 million yuan in 2024 and 110 million yuan in the first three quarters of 2025 [4][8]. - Bojun Technology has developed key production technologies, including mold design, stamping, welding, and injection molding, which are critical for maintaining competitiveness in the EV market [8].

Core Viewpoint - Bojun Technology is capitalizing on the growth of the electric vehicle market, with plans to invest 1 billion yuan in a new automotive parts production base in Hangzhou, which is expected to enhance its production capacity and align with national industry policies [2][4]. Financial Performance - For the first three quarters of 2025, Bojun Technology reported a revenue of 4.075 billion yuan, a year-on-year increase of 42.36%, and a net profit attributable to shareholders of 627 million yuan, up 70.47% [2][8]. - Since its listing, Bojun Technology has consistently achieved revenue growth exceeding 40% annually, with a significant increase in net profit [3][9]. Investment and Expansion Plans - The company plans to establish a new production base with a total investment of 1 billion yuan, focusing on precision automotive components and molds, which will enhance its production capabilities [4][5]. - The project aims for a minimum annual output value of 10 million yuan per mu and a tax contribution of 500,000 yuan per mu once operational [4]. Client Base and Market Position - Bojun Technology serves notable clients in the automotive industry, including Li Auto, Geely, BYD, and Xpeng Motors, indicating a strong market presence and customer base [3][9]. - The company emphasizes its commitment to R&D and innovation, having mastered key production technologies essential for the automotive sector [9][10]. R&D Investment - R&D expenditures for 2024 and the first three quarters of 2025 were 161 million yuan and 110 million yuan, reflecting year-on-year growth of 90.17% and 9.96%, respectively [10]. - The company aims to increase its R&D investment to maintain a competitive edge in the rapidly evolving electric vehicle market [10].

Core Viewpoint - The announcement from Bojun Technology (300926) highlights the company's strong performance in Q3 2025, with significant revenue and profit growth, driven by increased orders from major automotive clients and expansion of production capacity [1][9]. Group 1: Client Structure and Revenue Growth - In Q3 2025, the top five clients of the company were all major automotive manufacturers, with a narrowing difference in sales revenue contribution among them [2]. - Key revenue growth drivers included significant increases in orders from Xpeng Motors, Geely, and new model production from Seres, as well as expansion into new product categories for BYD and Leap Motor [3]. Group 2: Production Capacity Expansion - The company has completed the construction of several new facilities, including the second phase in Changzhou and a new plant in Guangdong, focusing on hot-formed parts and integrated die-casting components [4]. - Future expansions include the third phase in Changzhou, expected to be completed by Q3 2026, and a precision parts and mold production project in Kunshan, anticipated to be operational by Q4 2026 [4]. Group 3: Financial Performance - For the first three quarters of 2025, the company reported a main revenue of 4.075 billion yuan, a year-on-year increase of 42.36%, and a net profit of 627 million yuan, up 70.47% [9]. - In Q3 alone, the company achieved a revenue of 1.563 billion yuan, reflecting a 37.21% year-on-year growth, with a net profit of 274 million yuan, marking a 102.11% increase [9]. Group 4: Cash Flow and Investment Strategy - The company has experienced negative operating cash flow due to significant investments in new factories and projects, but expects improvement as new facilities stabilize operations [6]. - The company evaluates potential expansions into other industries, such as robotics, based on business development and client needs [7][8].

Company Overview - Jiangsu Bojun Industrial Technology Co., Ltd. was established in 2011, focusing on the R&D, design, production, and sales of automotive precision components and molds [2][3] - The company provides a one-stop automotive parts solution, covering various systems such as steering, power, doors, sunroofs, electronics, interiors, and seating [3] Client Relationships - Established strategic partnerships with renowned manufacturers including Geely, Changan, BYD, and Magna [3] - The top five clients are all major manufacturers, with sales revenue concentration decreasing in Q3 [4] Production Capacity and Expansion - New production capacities include: - Changzhou Bojun Phase II, producing hot-formed and integrated die-casting parts, completed and operational [4] - Guangdong Bojun, producing body parts, completed and operational [4] - Changzhou Bojun Phase III, expected to be completed in Q3 2026, focusing on body parts and integrated die-casting [4] - Kunshan automotive parts and precision molds project, expected completion in Q4 2026 [4] - Jinhua Bojun, expected completion in Q3 2026, focusing on body parts and integrated die-casting [4] Financial Performance - The company reported negative operating cash flow due to significant investments in new factories and projects, leading to increased material and personnel costs [5] - Q3 operating cash flow improved by over 70 million compared to Q2, with expectations for continued improvement as new projects stabilize [5] Market Expansion - The company is exploring opportunities in other industries, such as robotics, while focusing on its core business [5] - Plans to expand product categories based on client needs and market demand [5]

Core Viewpoint - Zhejiang Liming Intelligent Manufacturing Co., Ltd. reported a revenue of 520 million yuan for the first three quarters of 2025, representing a year-on-year growth of 14.10%, and a net profit attributable to shareholders of 44.70 million yuan, up 21.54% year-on-year [1] Financial Performance - Revenue for the first three quarters reached 520 million yuan, a 14.10% increase compared to the previous year [1] - Net profit attributable to shareholders was 44.70 million yuan, reflecting a year-on-year growth of 21.54% [1] Company Strategy and Operations - The company has been a leading first-tier supplier of automotive precision components for over 20 years, establishing stable long-term partnerships with numerous well-known automotive manufacturers [1] - Focus areas for the year include enhancing R&D capabilities and management levels, improving product quality, and leveraging market and technological advantages [1] - The company aims to transition its main products from "parts" to "components" and is adjusting product development directions in response to industry transformations such as automotive lightweighting, intelligence, and connectivity [1] - There is an emphasis on accelerating overseas business expansion, utilizing the influence of its U.S. subsidiary and existing partners to increase international market share [1] Value Creation - The company claims to possess strong operational and management capabilities, enabling it to continuously create value for customers and generate economic benefits and investment returns for society and shareholders [1]

Core Viewpoint - 博俊科技 is a leading automotive parts manufacturer in China, with a comprehensive industry chain capability, providing services to well-known automotive companies, including those in the electric vehicle sector [1] Group 1: Business Performance - In Q3 2025, 博俊科技 reported revenue of 4.075 billion, ranking 7th among 55 companies in the industry, while the industry leader, 中鼎股份, had revenue of 14.555 billion [2] - The company's net profit for the same period was 627 million, placing it 3rd in the industry, with the top performer, 中鼎股份, achieving a net profit of 1.305 billion [2] Group 2: Financial Ratios - 博俊科技's debt-to-asset ratio stood at 59.66% in Q3 2025, down from 66.88% year-on-year, which is higher than the industry average of 40.56% [3] - The gross profit margin for the company was 26.99%, slightly up from 26.40% year-on-year, and above the industry average of 21.56% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 13.39% to 18,600, while the average number of shares held per shareholder decreased by 11.81% to 15,200 [5] - The top ten circulating shareholders included 香港中央结算有限公司 and 易方达科讯混合, with notable changes in their holdings [5] Group 4: Future Outlook - 东方证券 anticipates continued high growth in profitability for 博俊科技 in Q4, driven by new vehicle launches from quality downstream customers [5] - 中泰证券 has revised its net profit forecasts for 2025-2027 to 930 million, 1.2 billion, and 1.45 billion respectively, maintaining a "buy" rating [6]

Core Viewpoint - Zhongjie Precision Engineering, established in 1998 and listed in 2021, specializes in automotive precision components and has certain technological advantages in lightweight parts, indicating investment value [1] Group 1: Business Performance - In Q3 2025, Zhongjie Precision reported revenue of 581 million yuan, ranking 80th among 103 companies in the industry, significantly lower than the top performer Weichai Power at 170.57 billion yuan and the second-ranked Top Group at 20.93 billion yuan, as well as below the industry average of 3.82 billion yuan and median of 1.38 billion yuan [2] - The net profit for the same period was -33.77 million yuan, placing it 98th in the industry, with Weichai Power and Top Group reporting net profits of 10.85 billion yuan and 1.97 billion yuan respectively, while the industry average was 275 million yuan and median 92.21 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Zhongjie Precision's debt-to-asset ratio was 43.29%, up from 35.63% year-on-year and above the industry average of 39.06% [3] - The gross profit margin for Q3 2025 was 8.20%, down from 12.63% year-on-year and significantly lower than the industry average of 21.53% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 20.78% to 7,804, while the average number of circulating A-shares held per account increased by 26.23% to 8,603.27 [5] - Notably, the fund "Nuon Multi-Strategy Mixed A" (320016) exited the top ten circulating shareholders [5] Group 4: Executive Compensation - The chairman and general manager, Wei Zhong, received a salary of 1.2 million yuan in 2024, unchanged from 2023 [4]

Core Viewpoint - Bojun Technology (300926.SZ) has demonstrated robust growth in the automotive parts sector, with significant increases in revenue and net profit for the first three quarters of 2025, driven by a focus on core business and market expansion [1][2]. Financial Performance - For the first three quarters of 2025, Bojun Technology achieved revenue of 4.075 billion yuan, a year-on-year increase of 42.36%, and a net profit of 627 million yuan, up 70.47% [2][3]. - In Q3 2025 alone, the company reported revenue of 1.56 billion yuan, a 37.2% increase year-on-year, and a net profit of 274 million yuan, reflecting a remarkable growth of 102.1% [2][3]. Asset Growth - As of the end of Q3 2025, Bojun Technology's total assets reached 8.317 billion yuan, marking a historical high and a 33.05% increase compared to the same period last year [1][5][7]. Research and Development - The company has consistently increased its R&D investment, with expenditures of 50.92 million yuan in 2022, 84.92 million yuan in 2023, 162 million yuan in 2024, and 110 million yuan in the first three quarters of 2025, totaling 408 million yuan over the past four years [7]. - As of mid-2025, Bojun Technology and its subsidiaries held 109 patents, reinforcing its technological barriers in key areas such as lightweight and modularization [1][7]. Market Position and Strategy - Since 2018, Bojun Technology has shifted its focus from stamping parts to body modularization, enhancing its product offerings to include white body, battery packs, and electric drive components [5]. - The company has established a strong customer base, including leading new energy vehicle manufacturers such as Li Auto, Geely, BYD, and global suppliers like Thyssenkrupp and Magna [5][6]. Stock Performance - In the secondary market, Bojun Technology's stock has shown an upward trend in 2025, closing at 33.8 yuan per share on October 27, with a year-to-date increase of 54.62% [7].