赛力斯，大消息！超80亿元 【导读】赛力斯收购龙盛新能源100%股权完成过户手续 3月25日晚间，赛力斯公告称，公司以81.64亿元的价格收购重庆两江新区龙盛新能源科技有限责任公司（以下简称龙盛新能源）100%股权，已办理 完过户手续。 此前，赛力斯租赁龙盛新能源旗下超级工厂生产问界系列车型。完成上述过户手续后，赛力斯正式从超级工厂的"租户"转变为"业主"。 上述交易历时11个月。期间，上海证券交易所并购重组审核委员会要求赛力斯说明，其对龙盛新能源的超级工厂从租赁模式改为持有模式，存在哪些 商业合理性。 公告显示，赛力斯此前长期租借龙盛新能源旗下超级工厂，用于生产问界M9等新能源汽车产品。 | 具体工厂 | 使用模式 | 主要生产汽车类型 | 主要生产车型系列 | 工厂设计产能 (辆/年) | | --- | --- | --- | --- | --- | | 两江工厂 | 自持 | 新能源汽车 | 问界 M5 系列 | 50,000 | | 凤凰工厂 | 自持 | 新能源汽车 | 问界 M7 系列 | 100,000 | | 超级工厂 | 租賃 | 新能源汽车 | 问界 M9 系列 | 150,000 | ...

Investment Rating - The report maintains a neutral investment rating for the automotive and parts industry [5] Core Insights - The report emphasizes the potential growth in humanoid robotics and the automotive supply chain, suggesting that related companies may see both profit and valuation increases [2][13] - It forecasts that competitive domestic brands and new forces in intelligent driving technology will continue to expand their market share by 2025 [2][13] - The report highlights the strong sales performance of various automotive brands in February, with significant year-on-year growth for both traditional and new energy vehicles [10][27] Summary by Sections Investment Recommendations and Targets - The report recommends continued focus on humanoid robotics and automotive supply chain investment opportunities, with specific companies expected to benefit [2][13] - Suggested companies for investment include SAIC Motor, BYD, Changan Automobile, and several others in the automotive and parts sectors [2][14] Market Performance - The automotive sector experienced a decline of 3.0%, underperforming compared to the broader market [16] - Notable stock performances included HaiTaiKe and Dele Shares, which saw significant gains, while others like Longsheng Technology faced substantial losses [16][17] Sales Tracking - February sales data indicates a strong performance in the automotive sector, with a 53% year-on-year increase in wholesale sales [25] - New energy vehicle brands like XPeng and Li Auto reported remarkable growth, with XPeng's deliveries increasing by 570% year-on-year [27] Industry Dynamics - The report notes that Tesla is preparing to update its software in China to deploy Full Self-Driving (FSD) features, which could enhance its competitive position in the market [48]