风险提示 机器人业务进展低于预期、乘用车行业销量低于预期、北美市场新能源车渗透率低于预 期、乘用车遮阳板、头枕、顶棚产品配套量低于预期、海外关税政策不确定性。 | 公司主要财务信息 | | | | | | | --- | --- | --- | --- | --- | --- | | | 2023A | 2024A | 2025E | 2026E | 2027E | | 营业收入(百万元) | 5,861 | 6,377 | 6,948 | 7,735 | 8,604 | | 同比增长 (%) | 13.9% | 8.8% | 9.0% | 11.3% | 11.2% | | 营业利润(百万元) | 802 | 943 | 1,020 | 1,217 | 1,404 | | 同比增长 (%) | 35.7% | 17.6% | 8.2% | 19.3% | 15.4% | | 归属母公司净利润(百万元) | 654 | 802 | 871 | 1,039 | 1,198 | | 同比增长 (%) | 14.8% | 22.7% | 8.6% | 19.2% | 15.3% | | 每股收益（元） | 0.30 ...

农银新能源混合A（002190）基金经理为左腾飞、邢军亮。 截至发稿，左腾飞累计任职时间1年294天，现任基金资产总规模88.56亿元，任职期间最佳基金回报 42.51%， 任职期间最差基金回报41.49%。 11月25日，岱美股份涨1.99%，截至发稿，报8.20元/股，成交4.44亿元，换手率2.51%，总市值176.18亿 元。岱美股份股价已经连续3天上涨，区间累计涨幅12.33%。 资料显示，上海岱美汽车内饰件股份有限公司位于上海市浦东新区北蔡镇莲溪路1299号，成立日期2001 年2月20日，上市日期2017年7月28日，公司主营业务涉及汽车零部件的研发、生产和销售。主营业务收 入构成为：遮阳板61.75%，头枕18.86%，顶棚及顶棚系统集成产品9.45%，顶棚中央控制器8.22%，其 他(补充)1.22%，其他0.49%。 从岱美股份十大流通股东角度 数据显示，农银汇理基金旗下1只基金位居岱美股份十大流通股东。农银新能源混合A（002190）三季 度新进十大流通股东，持有股数700.91万股，占流通股的比例为0.33%。根据测算，今日浮盈赚取约 112.14万元。连续3天上涨期间浮盈赚取630. ...

广发稳健增长混合A（270002）基金经理为傅友兴、周智硕。 截至发稿，傅友兴累计任职时间12年296天，现任基金资产总规模107.15亿元，任职期间最佳基金回报 156.72%， 任职期间最差基金回报-13.8%。 周智硕累计任职时间5年69天，现任基金资产总规模192.92亿元，任职期间最佳基金回报47.06%， 任职 期间最差基金回报-24.96%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 11月24日，岱美股份涨5.61%，截至发稿，报7.72元/股，成交1.43亿元，换手率0.88%，总市值165.87亿 元。 资料显示，上海岱美汽车内饰件股份有限公司位于上海市浦东新区北蔡镇莲溪路1299号，成立日期2001 年2月20日，上市日期2017年7月28日，公司主营业务涉及汽车零部件的研发、生产和销售。主营业务收 入构成为：遮阳板61.75%，头枕18.86%，顶棚及顶棚系统集成产品9.45%，顶棚中央控制器8.22%，其 他(补充)1. ...

农银新能源混合A（002190）基金经理为左腾飞、邢军亮。 截至发稿，左腾飞累计任职时间1年288天，现任基金资产总规模88.56亿元，任职期间最佳基金回报 52.76%， 任职期间最差基金回报51.69%。 邢军亮累计任职时间4年129天，现任基金资产总规模95.71亿元，任职期间最佳基金回报41.04%， 任职 期间最差基金回报-35.62%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 11月19日，岱美股份跌5.11%，截至发稿，报7.43元/股，成交1.90亿元，换手率1.16%，总市值159.64亿 元。 资料显示，上海岱美汽车内饰件股份有限公司位于上海市浦东新区北蔡镇莲溪路1299号，成立日期2001 年2月20日，上市日期2017年7月28日，公司主营业务涉及汽车零部件的研发、生产和销售。主营业务收 入构成为：遮阳板61.75%，头枕18.86%，顶棚及顶棚系统集成产品9.45%，顶棚中央控制器8.22%，其 他(补充)1.22%， ...

Core Viewpoint - Daimei Co., Ltd. has experienced fluctuations in stock price and trading volume, with a year-to-date increase of 15.26% as of November 7, 2023, despite a recent decline of 2.05% in share price [1] Financial Performance - For the period from January to September 2025, Daimei Co., Ltd. reported a revenue of 4.794 billion yuan, a slight decrease of 0.19% year-on-year, and a net profit attributable to shareholders of 445 million yuan, down 28.62% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 2.816 billion yuan, with 1.558 billion yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 26.57% to 26,700, while the average circulating shares per person decreased by 20.99% to 80,558 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 27.3496 million shares, a decrease of 2.0275 million shares from the previous period, and new shareholder Agricultural Bank of China New Energy Mixed A, holding 7.0091 million shares [3] Business Overview - Daimei Co., Ltd. specializes in the research, production, and sales of automotive parts, with its main revenue sources being sun visors (61.75%), headrests (18.86%), and ceiling systems (9.45%) [1] - The company is categorized under the automotive industry, specifically in automotive parts, body accessories, and decorative components [1]

Core Viewpoint - Daimay Co., Ltd. is a leading player in the global sunshade board segment, specializing in automotive parts with significant advantages in cost control and responsiveness [1] Group 1: Business Performance - In Q3 2025, Daimay's revenue reached 4.794 billion yuan, ranking 12th in the industry out of 41 companies, while net profit was 445 million yuan, ranking 6th [2] - The main business segments include sunshade boards (3.938 billion yuan, 61.75%), headrests (1.203 billion yuan, 18.86%), and ceiling systems (603 million yuan, 9.45%) [2] Group 2: Financial Ratios - As of Q3 2025, Daimay's debt-to-asset ratio was 36.58%, lower than the industry average of 42.48%, indicating strong solvency [3] - The gross profit margin for Q3 2025 was 28.04%, higher than the industry average of 22.52%, reflecting robust profitability [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 26.57% to 26,700, while the average number of shares held per shareholder decreased by 20.99% [5] Group 4: Management Compensation - Chairman Jiang Yintai's salary for 2024 was 1.0991 million yuan, an increase of 17,800 yuan from 2023 [4] - President Jiang Ming's salary for 2024 was 1.1078 million yuan, up by 57,500 yuan from the previous year [4] Group 5: Future Outlook - Despite a temporary profit decline due to a fire at an overseas factory, operational profits are expected to stabilize, with a projected net profit of 4.31 billion yuan for the year after adjustments [6] - Business highlights include securing projects with major clients like General Motors and Tesla, and the completion of a new production facility in Mexico expected to be operational by December 2026 [6][7]

Core Viewpoint - Daimei Co., Ltd. has seen a stock price increase of 5.44%, reaching 7.75 CNY per share, with a total market capitalization of 16.652 billion CNY as of October 27 [1] Company Overview - Daimei Co., Ltd. is located in the Pudong New District of Shanghai and was established on February 20, 2001. The company went public on July 28, 2017. Its main business involves the research, production, and sales of automotive parts [1] - The revenue composition of Daimei's main business includes: sun visors (61.75%), headrests (18.86%), ceiling and ceiling system integration products (9.45%), ceiling central controllers (8.22%), and others (1.71%) [1] Shareholder Information - Among the top ten circulating shareholders of Daimei, one fund from GF Fund Management has increased its holdings. The GF Steady Growth Mixed A Fund (270002) added 3.2 million shares in Q2, holding a total of 15.5 million shares, which is 0.72% of the circulating shares. The estimated floating profit today is approximately 6.2 million CNY [2] - The GF Steady Growth Mixed A Fund was established on July 26, 2004, with a current size of 10.893 billion CNY. Year-to-date returns are 11.83%, ranking 5633 out of 8226 in its category [2] Fund Manager Performance - The fund managers of GF Steady Growth Mixed A are Fu Youxing and Zhou Zhishuo. Fu has a tenure of 12 years and 268 days, with a total fund size of 11.394 billion CNY and a best return of 163.48% during his tenure [3] - Zhou has a tenure of 5 years and 41 days, managing a fund size of 19.1 billion CNY, with a best return of 47.06% during his tenure [3] Fund Holdings - The GF Value Driven Mixed A Fund (011427) has also increased its holdings in Daimei, adding 166,700 shares in Q2, bringing its total to 1.5615 million shares, which constitutes 3.56% of the fund's net value. The estimated floating profit today is around 624,600 CNY [4] - The GF Value Driven Mixed A Fund was established on September 15, 2021, with a current size of 205 million CNY. Year-to-date returns are 15.03%, ranking 5144 out of 8226 in its category [4]

Core Viewpoint - The stock of Daimay Co., Ltd. has experienced fluctuations, with a current price of 7.39 CNY per share, reflecting a year-to-date increase of 11.19% and a significant rise over the past 60 days [1] Financial Performance - For the first half of 2025, Daimay Co., Ltd. reported a revenue of 3.175 billion CNY, a year-on-year decrease of 3.35%, and a net profit attributable to shareholders of 241 million CNY, down 42.56% compared to the previous year [2] - Cumulative cash dividends since the A-share listing amount to 2.816 billion CNY, with 1.558 billion CNY distributed over the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 17.04% to 21,100, with an average of 101,963 circulating shares per shareholder, up 11.07% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 6.2883 million shares, and GF Stable Growth Mixed A, which raised its stake by 3.2 million shares [3] Market Activity - On October 23, 2023, Daimay Co., Ltd. saw a net outflow of 4.0512 million CNY in principal funds, with significant buying and selling activity from large orders [1] - The company's market capitalization stands at 15.878 billion CNY, with a trading volume of 201 million CNY on the same day [1] Business Overview - Daimay Co., Ltd. specializes in the research, production, and sales of automotive parts, with its main revenue sources being sun visors (61.75%), headrests (18.86%), and ceiling systems (9.45%) [1] - The company is categorized under the automotive industry, specifically in the automotive parts sector, and is associated with concepts such as railway infrastructure and electric vehicle manufacturers like NIO and Tesla [1]

Group 1 - The core point of the news is that Daimay Co., Ltd. experienced a stock price increase of 5.12%, reaching 7.60 CNY per share, with a total market capitalization of 16.329 billion CNY [1] - Daimay Co., Ltd. specializes in the research, production, and sales of automotive parts, with its main revenue sources being sun visors (61.75%), headrests (18.86%), ceiling and ceiling system integration products (9.45%), and ceiling central controllers (8.22%) [1] - The company is located in the Pudong New District of Shanghai and was established on February 20, 2001, with its listing date on July 28, 2017 [1] Group 2 - According to data, one fund from Wanjia Fund holds a significant position in Daimay Co., Ltd., specifically the Wanjia Minrui Xiangming 6-Month Holding Period Mixed A Fund, which held 20,000 shares, accounting for 0.21% of the fund's net value [2] - The fund has a total scale of 49.4302 million CNY and has achieved a year-to-date return of 3.9% [2] - The fund manager, Sun Jiajia, has been in the position for 1 year and 343 days, with the fund's total asset scale at 15.278 billion CNY [3]

Core Viewpoint - Dai Mei Co., Ltd. has shown a significant increase in stock price, with a rise of 5.12% to 7.60 CNY per share, reflecting strong market interest and trading activity [1] Company Overview - Dai Mei Co., Ltd. is located in Shanghai and was established on February 20, 2001, with its listing date on July 28, 2017. The company specializes in the research, production, and sales of automotive parts [1] - The revenue composition of the company includes: sun visors (61.75%), headrests (18.86%), ceiling and ceiling system integration products (9.45%), ceiling central controllers (8.22%), and others (1.71%) [1] Shareholder Insights - Among the top ten circulating shareholders, one fund from GF Fund, the GF Steady Growth Mixed A (270002), increased its holdings by 3.2 million shares in Q2, now holding 15.5 million shares, which is 0.72% of the circulating shares. The estimated floating profit today is approximately 5.735 million CNY [2] - The GF Steady Growth Mixed A fund was established on July 26, 2004, with a current scale of 10.893 billion CNY. Year-to-date returns are 11.51%, ranking 5570 out of 8160 in its category [2] Fund Management - The fund manager for GF Steady Growth Mixed A is Fu Youxing, who has a tenure of 12 years and 263 days, with a total asset scale of 11.394 billion CNY. The best return during his tenure is 161%, while the worst is -13.8% [3] - Another fund, GF Value Driven Mixed A (011427), also holds Dai Mei shares, having increased its holdings by 166,700 shares in Q2, now holding 1.5615 million shares, which is 3.56% of the fund's net value. The estimated floating profit today is around 577,800 CNY [4] Additional Fund Management - The fund manager for GF Value Driven Mixed A is Cheng Kun, who has a tenure of 12 years and 263 days, with a total asset scale of 4.575 billion CNY. The best return during his tenure is 225.27%, while the worst is -2.21% [5]