IT之家查询获悉，爱玛科技 2025 年第三季度实现营业收入 80.62 亿元，同比增长 17.30%；归属于上市 公司股东的净利润 6.95 亿元，同比增长 15.24%。2025 年前三季度实现营业收入 210.93 亿元，同比增 长 20.78%；归属于上市公司股东的净利润 19.07 亿元，同比增长 22.78%。 爱玛科技成立于 1999 年，2004 年进入电动两轮车行业，是中国首批电动两轮车制造企业。报告期内， 公司主营业务覆盖电动两轮车（IT之家注：包含电动自行车、电动轻便摩托车、电动摩托车）及电动三 轮车等品类的研发、生产与销售。 IT之家 1 月 8 日消息，今日有市场消息称，爱玛科技多个部门近期大幅优化人员，新孵化不足一年的高 端品牌"零际"与国际事业部成重灾区，减员超 50%。 蓝鲸科技记者以投资者身份致电爱玛科技证券部，工作人员回应，年底正常人事调整，减员仅零星几 人，远非网上传言般夸张；"零际"品牌和国际事业部均正常运营，对公司业绩无任何影响。 ...

此外，前述工作人员确认，公司有高端品牌"零际"、国际事业部两大部门，但相关部门均在正常运行， 不存在前述报道中描述的情况。当前公司生产经营正常，预计今年4月份才披露年报。 1月8日，21财经《辟谣财知道》注意到，有市场消息称爱玛科技（603529.SH）"寒冬已至"，减员超 50%，高端品牌"零际"、国际事业部两大部门成为重灾区，售后等部门也出现不同程度人员离职。此次 爱玛科技人员调整为近几年幅度最大的一次，很多员工离职时仅获得1个月工资作为补偿。 对此，21财经·南财快讯记者以投资者身份致电爱玛科技，接线工作人员表示，公司不存在减员超50% 的情况，"人员优化属于企业发展过程中很正常的一种调整，是匹配公司的一个经营发展需要的，但是 并没有他说的这么的夸大。" 公开资料显示，爱玛科技主营业务是电动两轮车（包含：电动自行车、电动轻便摩托车、电动摩托车） 及电动三轮车等品类的研发、生产与销售。2025年前三季度，公司营收为210.93亿元，同比增长 20.78%；归母净利润为19.07亿元，同比增长22.78%。 截至13:41，爱玛科技涨0.89%，报30.55元/股，总市值为266亿元。 （文章来源：21世纪 ...

1月8日，21财经《辟谣财知道》注意到，有市场消息称爱玛科技（603529）(603529.SH)"寒冬已至"，减员超50%，高端品牌"零际"、国际事业部两大部门 成为重灾区，售后等部门也出现不同程度人员离职。此次爱玛科技人员调整为近几年幅度最大的一次，很多员工离职时仅获得1个月工资作为补偿。 | ( | 爱玛科技(603529) | | | --- | --- | --- | | 交易中 01-08 13:54:53 通 融 | | | | 万得 | 30.48 额 1.15亿 股本 8.69亿 市盈™ 11.31 | | | +0.20 +0.66% 换 0.44% 市值 265亿 市净5 2.78 | | | | 爱玛转债 127.56 0.09 0.07% | 转股溢价 56.72% | | | 关闭 | 五日 日Ｋ 周Ｋ 月Ｋ 更多 | | | 叠加 资金 | 均价: 30.43 盘口 | | | 30.60 | 1.06% 卖5 30.53 | 71 | | 卖4 30.52 | | 69 | | 卖3 30.51 | | ୧୧ | | 30.50 | 塗5 | 206 | | 30.49 | 卖 ...

对此，21财经·南财快讯记者以投资者身份致电爱玛科技，接线工作人员表示， 公司不存在减 员超50%的情况， "人员优化属于企业发展过程中很正常的一种调整，是匹配公司的一个经营 发展需要的，但是并没有他说的这么的夸大。" 此外，前述工作人员确认，公司有高端品牌"零际"、国际事业部两大部门， 但相关部门均在 正常运行，不存在前述报道中描述的情况。 当前公司生产经营正常，预计今年4月份才披露年 报。 公开资料显示，爱玛科技主营业务是电动两轮车（包含：电动自行车、电动轻便摩托车、电动 摩托车）及电动三轮车等品类的研发、生产与销售。2025年前三季度，公司营收为210.93亿 元，同比增长20.78%；归母净利润为19.07亿元，同比增长22.78%。 记者丨叶映橙 见习记者林健民 编辑丨刘巷 1月8日，21财经《辟谣财知道》注意到，有市场消息称爱玛科技（603529.SH） "寒冬已 至"，减员超50% ，高端品牌"零际"、国际事业部两大部门成为重灾区，售后等部门也出现不 同程度人员离职。此次爱玛科技人员调整为近几年幅度最大的一次，很多员工离职时仅获得1 个月工资作为补偿。 你了解爱玛这个品牌吗？有什么使用体验么？ ...

Core Insights - BMW Group and Green Source Group signed a micro-mobility technology licensing agreement to enhance urban short-distance travel solutions and expand global market presence [1][2] - The collaboration aims to address urban challenges such as emissions reduction, traffic congestion, and public space constraints through innovative technology and cross-industry cooperation [1] - Green Source will leverage BMW's advanced technology and design expertise to develop a new generation of products with a strong international brand identity [1][2] Group 1 - The partnership is a significant step for Green Source to enter high-standard markets like Europe, focusing on compliance with local regulations and safety standards [2] - Green Source will collaborate with German engineering firm Faissner Petermeier Fahrzeugtechnik AG to ensure products meet "German engineering standards" across various dimensions [2] - The new generation of products will embody "German standard" genes, enhancing Green Source's market access and competitive differentiation in the global electric two-wheeler sector [2] Group 2 - Green Source's "all-scenario light mobility" strategy aligns with the technology licensing agreement, aiming to meet diverse user travel needs [3] - The collaboration signifies a move towards a "technology ecosystem" and "globalization" strategy, integrating BMW's design and engineering support [3] - By combining smart manufacturing capabilities with top-tier engineering and design concepts, Green Source aims to develop micro-mobility products tailored to local market demands [3]

Core Insights - The first Morocco Electric Vehicle and Energy Storage Exhibition was held in Casablanca, attracting over 15,000 buyers and professionals from more than 20 countries, showcasing the potential for the electric vehicle industry in Morocco [1][2] - Jiangsu Province has a significant advantage in the electric vehicle industry, being home to the largest electric tricycle production base in China and producing one-third of the country's electric bicycles [1] - Jiangsu enterprises secured over $38 million in transactions and intended orders during the four-day exhibition, highlighting the international competitiveness of "Jiangsu Manufacturing" [1] Industry Developments - Jiangsu enterprises, such as Wuxi Tailg and Xuzhou Songling, reported substantial interest in their electric vehicles, with intended transaction amounts reaching $3.7 million and $3.3 million respectively [1] - The exhibition facilitated various collaborations, including a partnership between Wuxi Xishan Electric Vehicle Foreign Trade Association and the Moroccan Automotive Industry Association to promote electric two-wheelers [3] - A focus on North Africa as a key market was emphasized, with logistics companies exploring cross-border cooperation for the transportation of new energy vehicles and components [3] Legal and Compliance Support - To assist companies in navigating risks during international expansion, Jiangsu Province established a legal service station at the exhibition, providing support on trademark registration, patent strategies, and trade policy consultations [2] - The legal service team addressed concerns regarding intellectual property and customs risks, helping companies comply with local regulations and avoid legal pitfalls in the North African market [2] Strategic Partnerships - Jiangsu Province aims to enhance cooperation with Morocco in technology research, capacity layout, and standard recognition, leveraging both regions' strengths for mutual benefits [4] - The exhibition received strong support from the Moroccan Ministry of Industry and Trade, indicating a positive outlook for future collaborations between Chinese and Moroccan enterprises in the new energy sector [3][4]

Group 1: Company Overview - The company held its Q3 2025 earnings presentation on November 24, 2025, with key executives in attendance to discuss operational results and financial status with investors [1][2]. Group 2: Investor Returns - The company emphasizes the importance of investor returns and has established a stable dividend mechanism, having distributed a total of 546 million RMB in mid-2025 dividends, which represents 45% of the net profit attributable to shareholders for the first half of 2025, showing a significant increase compared to the previous year [3]. Group 3: Investment Strategy - The company is investing in the low-altitude economy, focusing on "short-distance electric transportation tools" and has signed a partnership agreement for a fund with a total scale of 108.05 million RMB, with the company contributing 32.4 million RMB, representing a 29.9861% stake [4]. Group 4: Market Impact of New Standards - The new national standards are expected to benefit leading companies with systematic manufacturing and quality control capabilities, leading to market share concentration among top brands and promoting the deep application of intelligent technology in the industry [5]. Group 5: Market Growth Potential - Domestic market growth is driven by increasing short-distance travel demand, policy-driven vehicle upgrades, and the replacement of old vehicles, while the global shift towards electric transportation presents significant opportunities for Chinese companies [6]. Group 6: Product Development - The company offers a range of electric tricycles tailored for various uses, including leisure, cargo transport, and community mobility, focusing on user needs and market demands [7]. Group 7: Financial Management - The company reported a decrease in cash flow year-on-year, primarily due to the strategic use of idle funds for low-risk investments, while maintaining good cash flow and operational safety [8].

Core Viewpoint - The Ministry of Public Security has intensified efforts to combat counterfeit and substandard products in key areas such as fire safety equipment and electric bicycles, with a focus on protecting public safety and eliminating potential hazards [1][2]. Summary by Sections Law Enforcement Actions - From January to October this year, 520 cases related to counterfeit and substandard products were investigated, leading to the dismantling of several criminal networks and the removal of safety hazards [1]. - The police have adopted a new operational model that integrates "professional + mechanism + big data" to enhance their capabilities in combating organized crime [1]. Typical Cases - **Case 1**: In Liaoning, a company was found producing and selling over 10,000 counterfeit fire extinguishers, with an estimated value exceeding 50 million yuan [3]. - **Case 2**: In Guangdong, 22 suspects were arrested for selling counterfeit electric bicycle parts, with over 3,000 sets seized and a total value of approximately 2.8 million yuan [4]. - **Case 3**: In Chongqing, 23 individuals were apprehended for producing substandard flame-retardant cables, with 22.3 tons of counterfeit cables confiscated, valued at over 15 million yuan [5]. - **Case 4**: In Sichuan, 6 suspects were arrested for selling 50,000 counterfeit self-rescue breathing devices, with a total value exceeding 10 million yuan [6]. - **Case 5**: In Shaanxi, 16 individuals were caught selling counterfeit electric tricycles, with over 10,000 counterfeit trademark labels seized, valued at over 3 million yuan [7].

Core Viewpoint - Aima Technology's stock experienced a slight decline of 0.15% on November 14, with a trading volume of 232 million yuan, indicating a mixed sentiment among investors [1] Financing Summary - On November 14, Aima Technology had a financing buy-in amount of 18.62 million yuan and a financing repayment of 26.87 million yuan, resulting in a net financing outflow of 8.25 million yuan [1] - The total financing and securities balance for Aima Technology as of November 14 is 371 million yuan, with the current financing balance at 367 million yuan, accounting for 1.32% of the circulating market value, which is above the 90th percentile of the past year [1] - In terms of securities lending, Aima Technology had no shares repaid on November 14, with 10,200 shares sold short, amounting to 334,700 yuan at the closing price, and a securities lending balance of 3.55 million yuan, which is below the 50th percentile of the past year [1] Business Performance Summary - As of September 30, Aima Technology had 31,700 shareholders, an increase of 33.58% from the previous period, with an average of 26,718 circulating shares per person, a decrease of 25.19% [2] - For the period from January to September 2025, Aima Technology reported a revenue of 21.09 billion yuan, representing a year-on-year growth of 20.78%, and a net profit attributable to shareholders of 1.91 billion yuan, up 22.78% year-on-year [2] - Since its A-share listing, Aima Technology has distributed a total of 3.06 billion yuan in dividends, with 2.85 billion yuan distributed over the past three years [2] Shareholding Structure Summary - As of September 30, 2025, Hong Kong Central Clearing Limited is the third-largest circulating shareholder of Aima Technology, holding 19.64 million shares, an increase of 1.71 million shares from the previous period [2] - The Southern CSI 500 ETF is the seventh-largest circulating shareholder, holding 3.75 million shares, a decrease of 74,000 shares from the previous period [2] - Guangfa Ruiyi Leading Mixed A has entered the top ten circulating shareholders with a holding of 2.73 million shares, while Guangfa Value Leading Mixed A has exited the list [2]

Core Insights - The electric vehicle industry in Wuxi, Jiangsu Province, is experiencing significant growth, with the region being referred to as the "hometown of electric vehicles" in China, producing one out of every three electric vehicles in the country [1] - The electric vehicle and parts industry cluster in Wuxi has surpassed 66 billion yuan, accounting for one-third of the national market share, and has been recognized as a national-level characteristic industry cluster [1] - Despite a sluggish market in Europe and the United States, Wuxi's electric vehicle exports reached 400 million USD from January to November 2023, with electric tricycles becoming particularly popular overseas [1] Industry Development - The establishment of the cross-border e-commerce industrial park in Wuxi aims to support the export of electric vehicles, providing a comprehensive platform for businesses to navigate international markets [1] - The export value of electric vehicles from Wuxi is projected to reach 600 million USD in 2024, representing a year-on-year growth of over 40%, with a compound annual growth rate exceeding 20% over the past three years [1] Government and Policy Support - Wuxi has implemented 18 measures to support the development of cross-border e-commerce, while the Xishan District has introduced 21 specific policies for the electric vehicle industry, covering everything from exhibition subsidies to research and development rewards [2] - A strategic cooperation agreement was signed between the Wuxi government and the Shenzhen Cross-Border E-Commerce Association to enhance brand influence and resource integration for electric vehicle companies in international markets [2] Market Expansion and Competitiveness - Local companies are leveraging digital marketing services and policy subsidies to reduce costs by 12% while expanding into European markets [2] - Wuxi's electric vehicle manufacturers are actively participating in international exhibitions, with over 2.2 million USD in intended orders achieved during 12 events organized in 2024 [2] - The "cross-border e-commerce + industrial belt" model is being deepened, allowing more "Made in China" vehicles to accelerate their entry into global markets, contributing to high-quality foreign trade development in the Yangtze River Delta [2]