定点捷报频传 订单盈门添动能 新能源汽车产业加速驰骋，搭上行业发展"顺风车"的零部件企业，正持续收获发展红利。记者梳理发 现，今年1月以来，已有天成自控、今飞凯达、长源东谷等10多家A股汽车零部件公司，相继收到下游 客户的项目定点通知，涵盖座椅、轮毂、车载投影等多个细分领域。 天成自控的收获颇具代表性。公司全资子公司武汉天成近日收到国内某头部汽车企业的定点通知，成为 其乘用车座椅供应商。根据规划，该定点项目预计2026年10月量产，生命周期长达5年，预计总金额达 23亿元，将为公司长期业绩增长注入稳定动力。 马蹄声声催奋进，实干开局启新程。 "近期接连签下新订单，叠加在手订单的按期交付需求，全年生产工期已十分紧张。"四川一家汽车零部 件企业相关负责人告诉上海证券报记者，公司正月初五(2月21日)便全面返岗开工，目前生产工作已经 展开，员工们干劲十足。 我国汽车产业近年来取得高速发展，产业链上下游企业同步受益、协同发力。进入2026年以来，多家A 股汽车零部件上市公司捷报频传，定点订单接踵而至，行业蓬勃发展的势头愈发强劲。 "订单不断既是对零部件企业研发实力的认可，也是整车厂商对供应链稳定性的追求。"A股某汽车 ...

马蹄声声催奋进，实干开局启新程。 今飞凯达则在海外市场斩获颇丰。1月下旬，公司连续收到国际知名汽车制造商的项目定点通知，均为 铝合金轮毂产品的开发与供应。尽管供货数量、具体金额因保密要求未予披露，但今飞凯达在回复投资 者提问时表示，公司汽轮售后产品已覆盖北美、欧洲、东南亚等十几个国家和地区，目前在手订单充 足。 长源东谷同样迎来订单利好。其全资子公司长源朗弘1月下旬收到国内某乘用车企业定点函，被选定为 该客户某项目变速箱前中后壳体总成、发动机缸体毛坯及预加工的定点供应商。据披露，该项目预计 2026年6月底量产，生命周期5年，销售总金额预计在22亿元至30亿元之间。 立中集团、极米科技等企业也纷纷收获定点订单。其中，立中集团子公司墨西哥立中和天津立中，收到 某国际知名汽车制造商铝合金车轮项目定点，预计2027年中旬量产，生命周期8年，预计总金额约为 13.7亿元；极米科技全资子公司宜宾极米，收到国内某知名汽车主机厂的第二个开发定点通知，将成为 其某车型车载投影供应商。 乘势出海拓疆产业链加速突围 "近期接连签下新订单，叠加在手订单的按期交付需求，全年生产工期已十分紧张。"四川一家汽车零部 件企业相关负责人告诉 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码： 002863 证券简称： 今飞凯达 公告编号： 2026-006 浙江今飞凯达轮毂股份有限公司 第五届董事会第三十一次会议决议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、董事会会议召开情况 浙江今飞凯达轮毂股份有限公司（以下简称"今飞凯达"或"公司"）第五届董事会第三十一次会议于2026 年1月30日在公司会议室以现场与通讯结合方式召开，本次会议的通知已于2026年1月23日以电子邮件形 式发出。本次会议由董事长葛炳灶先生召集并主持，应出席董事8名，亲自出席董事8名，其中叶龙勤先 生、王亚卡先生、胡剑锋先生、屠迪女士以通讯方式参加。公司部分高级管理人员列席了会议。本次会 议符合《中华人民共和国公司法》和《公司章程》的有关规定。 二、董事会会议审议情况 （一）会议以5票同意、0票反对、0票弃权、3票回避的结果审议通过了《关于公司2026年度日常关联交 易预计的议案》； 公司于2026年1月30日召开第五届董事会2026年第一次独立董事专门会议，审议通过了《关于公司2026 年度日常关联 ...

Group 1: Precious Metals Market - International gold and silver prices experienced a sharp decline, with spot gold dropping by 7.95% to $4949.62 per ounce and spot silver falling by 16.93% to $95.86 per ounce, hitting a low of $95 [1] - The market volatility was attributed to speculation and a sudden sell-off, with gold prices plummeting by $380 in just 28 minutes, a nearly 7% drop, while silver prices fell by 11% in the same timeframe [3] - The World Gold Council reported that the demand for gold in 2025 is expected to solidify its position among central banks, investors, and consumers, with structural adjustments impacting the market until early 2026 [3] Group 2: Lithium Mining Sector - The lithium mining sector faced a significant drop, but companies like Ganfeng Lithium and Yahua Group reported that their operations are normal and products are in high demand [2] - Battery-grade lithium carbonate prices have surged from approximately 70,000 yuan per ton to around 170,000 yuan per ton since the second half of 2025, indicating a recovery that may benefit companies with their own mines and salt lakes [2] Group 3: Private Equity and IPOs - In January, private equity firms participated in new stock placements, with a total allocation amounting to 338 million yuan across five companies, highlighting the continued interest in private equity investments [4] - The China Securities Regulatory Commission approved the IPO registration of Beijing Weitongli Electric Co., indicating ongoing activity in the public market [7] Group 4: Renewable Energy and Hydrogen Production - By the end of 2025, China's renewable energy hydrogen production capacity is expected to exceed 250,000 tons per year, marking a significant increase compared to the previous year [6] Group 5: Chicken Market - The white feather chicken market has shown signs of recovery, with prices for large wings nearing 50 yuan per kilogram, reflecting a more than 20% increase from the low point in October 2025 [6] Group 6: Pharmaceutical Developments - Kangzheng Pharmaceutical received approval for the first targeted drug for treating vitiligo in China, indicating advancements in the pharmaceutical sector [5] Group 7: Financial Performance Forecasts - Companies such as CICC and Huazi Industrial are projecting significant profit increases for 2025, with CICC expecting a net profit increase of 50% to 85% and Huazi Industrial forecasting a growth of 128% to 167% [16][18]

格隆汇1月26日丨今飞凯达(002863.SZ)公布，近日收到某国际知名汽车制造商（限于保密要求，无法披 露其名称，简称"客户"）出具的供应商定点通知邮件。该客户选择公司作为其定点供应商，为其开发并 供应铝合金轮毂产品，具体产品供货时间、供货价格、供货数量以与客户签订的正式供应合同或销售订 单为准。 ...

今飞凯达（002863）(002863.SZ)公告，公司近日收到某国际知名汽车制造商出具的供应商定点通知邮 件。该客户选择公司作为其定点供应商，为其开发并供应铝合金轮毂产品，具体产品供货时间、供货价 格、供货数量以与客户签订的正式供应合同或销售订单为准。 ...

智通财经APP讯，今飞凯达(002863.SZ)公告，公司近日收到某国际知名汽车制造商出具的供应商定点通 知邮件。该客户选择公司作为其定点供应商，为其开发并供应铝合金轮毂产品，具体产品供货时间、供 货价格、供货数量以与客户签订的正式供应合同或销售订单为准。 ...

Core Viewpoint - The company has been selected as a designated supplier by a well-known international automotive manufacturer for the development and supply of aluminum alloy wheels, which is expected to positively impact the company's future operating performance [1] Group 1 - The company received a notification email from a renowned international automotive manufacturer regarding supplier designation [1] - The specific details regarding supply time, pricing, and quantity will be determined through formal supply contracts or sales orders with the client [1] - The designated project is anticipated to have a positive effect on the company's operating results in the coming years [1]

Group 1 - The company held its 14th meeting of the second board of directors on January 8, 2026, with all 7 directors present, and the meeting was conducted in accordance with the Company Law and the Articles of Association [2][4] - The board approved the proposal for investing in a new wheel production project, with a planned investment of approximately $50 million, including land purchase costs [3][13][14] - The board also approved the appointment of Hu Haiyan as the new Vice General Manager and Board Secretary, following the resignation of Wang Lei due to personal work adjustments [5][9][10] Group 2 - The new wheel production project will be implemented by the company's wholly-owned subsidiary, Tai Rui Industrial (Thailand) Co., Ltd., and will utilize self-owned and self-raised funds [13][14] - The project aims to enhance the company's production capacity to meet the overseas passenger vehicle wheel demand, leveraging Thailand's location advantages and policy support [14] - The investment does not involve related party transactions and does not constitute a major asset restructuring as defined by the China Securities Regulatory Commission [13]

Core Viewpoint - The rise of the robotics industry is attracting significant investment from industrial capital, particularly in the automotive parts sector, with companies like Jinfei Kaida exploring opportunities in the robotics supply chain [1][2]. Group 1: Company Developments - Jinfei Kaida has expressed its long-term vision to advance in the robotics sector while maintaining its core business, planning to integrate R&D teams through its subsidiary, Zhilaong Technology [1][3]. - The establishment of Zhilaong Technology, a wholly-owned subsidiary of Jinfei Kaida, marks the company's official entry into the robotics industry, focusing on areas such as industrial robot manufacturing and sales [2]. - Jinfei Kaida has transferred four patents related to robotics to Zhilaong Technology, which will facilitate the company's strategic positioning in the emerging robotics market [2][3]. Group 2: Industry Context - The automotive parts industry is increasingly intersecting with the robotics sector, as evidenced by Jinfei Kaida's initiatives to explore this synergy despite its primary focus on aluminum alloy wheels [1]. - The parent company, Jinfei Holding Group, has been involved in the robotics field since at least 2017, indicating a long-term strategic interest in this area [3]. - Jinfei Kaida's collaboration with leading two-wheeler manufacturers and the development of magnesium-aluminum alloy wheels are part of its broader strategy to enhance its product offerings and ensure sustainable growth [3].