Major Events - Shenjian Co., Ltd. reported that its revenue from the commercial aerospace application field accounted for less than 1% of total revenue, with aerospace-related revenue at 1.39 billion yuan, representing 7.59% of total revenue for Q3 2025 [1] - Jinfutech is in the planning stage for a share acquisition, with uncertainty regarding the transaction's completion and integration risks due to the differing industries involved [2] - Yongtai Technology plans to acquire a 25% stake in Yongtai High-tech from CATL, with stock trading suspended [3] - Ruili Kemi is planning to acquire a 16% stake in Wuhan Kede Si, with stock trading also suspended [4] - Yunlu Co., Ltd. announced the lifting of detention measures on its chairman, allowing him to resume normal duties [5] - Guolian Minsheng intends to increase its investment in Minsheng Securities by 200 million yuan, with funds sourced from a specific stock issuance [6] - Zhongsheng Pharmaceutical's subsidiary has reported positive results from two Phase III clinical trials for its innovative drug, Anladiwei [7] - Mingguan New Materials has decided to terminate its investment in a solar panel production project due to industry overcapacity and declining profitability [8] - Sichuan Changhong plans to transfer 58.33% of its data company to its controlling shareholder for 33.1245 million yuan, as the data company ceased operations in 2023 [9] Shareholding Changes - Linyang Energy's controlling shareholder plans to increase its stake by 50 million to 100 million yuan within 12 months [10] - Anlu Technology's shareholders plan to collectively reduce their holdings by up to 4% [11] - Zhongfu Shenying's controlling shareholder intends to reduce its stake by up to 3% [12] Major Contracts - Sairisi signed a cooperation agreement with the Shapingba District Government in Chongqing to establish a new company with shared ownership [13] - Singshan Co., Ltd. signed a restructuring investment agreement with investors, potentially changing its controlling shareholder [14] - Tianceng Zikong's subsidiary received a notification to supply passenger car seats, with an expected project lifecycle revenue of 2.3 billion yuan [15]

证券日报网讯 2月8日，赛力斯发布公告称，公司于2月8日与重庆市沙坪坝区人民政府签署《合作协 议》，公司以蓝电汽车相关存量资产剥离出资设立标的公司，沙坪坝区政府组建或引入有限合伙企业 （或基金）与其他投资人及经营团队以现金对标的公司增资。各方出资后，沙坪坝区政府持股约 33.5%，其他投资人持股约18.5%，公司及公司指定主体持股约32%，标的公司搭建员工持股平台持股约 16%。 （编辑 王雪儿） ...

证券代码：601127 证券简称：赛力斯 公告编号：2026-005 赛力斯集团股份有限公司 关于签署合作协议的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 本次签署的合作协议为意向性协议，双方将根据项目进展情况另行签署 具体协议。 本协议的签订对公司经营业绩的影响尚存在不确定性。公司将根据后续 进展履行相应的审批程序和信息披露义务。敬请广大投资者理性决策，注意投资 风险。 赛力斯集团股份有限公司（以下简称"公司"）于 2026 年 2 月 8 日与重庆 市沙坪坝区人民政府（以下简称"沙坪坝区政府"）签署《合作协议》，具体情 况如下： 一、协议签订的基本情况 （一）交易对方的基本情况 名称：重庆市沙坪坝区人民政府 性质：地方人民政府 地址：重庆市沙坪坝区凤天大道 8 号 重庆市沙坪坝区人民政府与公司不存在关联关系。 （二）协议签署的时间、地点、方式 二、协议的主要内容 甲方：重庆市沙坪坝区人民政府 乙方：赛力斯集团股份有限公司 公司以蓝电汽车相关存量资产剥离出资设立标的公司（名称暂未确定，以下 简称"标 ...

Investment Rating - The industry investment rating is "Positive" [2] Core Insights - The report highlights the official release of the world's first mandatory safety standard for automotive door handles, which will take effect from January 1, 2027. This standard emphasizes safety in design and functionality, requiring independent mechanical release features for each side door and specific structural strength requirements [21][22] - The Ministry of Industry and Information Technology (MIIT) is accelerating the development of key standards related to driving automation and collision safety, aiming to enhance the safety and quality of the automotive industry [21] - The A-share automotive sector outperformed the broader market, with a weekly increase of 0.32%, while the CSI 300 index fell by 1.33% [3][12] Market Performance - The automotive sector's performance ranked 12th among A-share industries, with notable gains in the passenger vehicle segment led by companies like Seres and Haima [3][4] - The commercial vehicle segment saw significant increases, particularly for Jinlong Automobile and Foton Motor, while the automotive parts sector also experienced growth, with leading companies including Xingmin Zhitong and Yinlun [6][19][20] Key Industry News - Strategic partnerships and technological advancements are highlighted, such as the collaboration between Pony.ai and Moore Threads for L4 autonomous driving technology [21] - Changan Automobile's introduction of sodium-ion batteries in collaboration with CATL, aiming for multiple passenger vehicle launches this year [21] - The launch of a vehicle replacement subsidy program in Shanghai, offering an 8% subsidy for purchasing new energy vehicles [21] Upstream Data Tracking - The report includes tracking of key material prices relevant to the automotive industry, such as steel, aluminum, and lithium carbonate, which are critical for production costs [24][25]

Core Viewpoint - The Chinese automotive industry is facing a slowdown in sales growth due to policy adjustments and the holiday season, aligning with predictions of a market shift in 2026 [1][2]. Industry Overview - According to Morgan Stanley, Chinese passenger car sales are expected to grow by 9% year-on-year in 2025, reaching a historical high, before declining by 5% in 2026 [2]. - Despite continued growth in new energy vehicle (NEV) sales and exports, a potential decline of around 30% in the first quarter is anticipated due to changes in subsidies and purchase tax policies, which may further impact annual sales [4]. - The industry consensus indicates that the Chinese automotive sector is entering a decisive phase, with pessimistic views suggesting that only 5-7 NEV companies may survive in the coming years, while optimistic estimates suggest a maximum of 10 [5]. Competitive Landscape - As competition intensifies, new models are set to launch, with over 20 different NEV models preparing to enter the market post-Spring Festival, indicating a fierce battle for market share in the upcoming months [6][7]. - The focus of new vehicle launches is on high-end features, with three key themes identified: high-end, high-end, and high-end [8]. New Model Highlights - The new Li Auto L9 features a larger size and advanced technology, including a 72.7 kWh battery and various high-tech components, positioning it as a critical product for Li Auto's success this year [11]. - The Xiaomi YU7 GT, with enhanced performance specifications, aims to compete directly with high-end models like the Porsche Cayenne Turbo GT [15]. - The AITO M6, a new model from AITO, is designed to target the market segment dominated by Model Y and Li L6, offering both pure electric and range-extended versions [19]. - XPeng's GX model aims to leverage L4-level autonomous driving technology, featuring advanced specifications and a focus on high-end market penetration [26]. - The Wey V9X, as a new model from Great Wall Motors, is positioned to compete with other large SUVs in the market, although pricing details are yet to be announced [31]. - The Volvo ES90, a pure electric sedan, is part of Volvo's accelerated electrification strategy, sharing technology with the EX90 and focusing on safety, range, and intelligence [44]. - The Zeekr 8X performance version emphasizes extreme performance and rapid charging capabilities, set to compete with the Xiaomi YU7 GT [49].

国家知识产权局信息显示，重庆赛力斯凤凰智创科技有限公司取得一项名为"自动化测试方法、装置、 电子设备及存储介质"的专利，授权公告号CN119126755B，申请日期为2024年9月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 财经频道更多独家策划、专家专栏，免费查阅>> 天眼查资料显示，重庆赛力斯凤凰智创科技有限公司，成立于2023年，位于重庆市，是一家以从事软件 和信息技术服务业为主的企业。企业注册资本122225万人民币。通过天眼查大数据分析，重庆赛力斯凤 凰智创科技有限公司参与招投标项目2次，专利信息2832条，此外企业还拥有行政许可2个。 ...

Group 1 - The core point of the article is that Seres Automotive Co., Ltd. has obtained a patent for a "control method and system for vehicle turn signals" with the authorization announcement number CN119283763B, applied on November 2024 [1] - Seres Automotive Co., Ltd. was established in 2012 and is located in Chongqing, primarily engaged in the automotive manufacturing industry [1] - The registered capital of Seres Automotive Co., Ltd. is approximately 1,063.73 million RMB [1] Group 2 - According to Tianyancha data analysis, Seres Automotive Co., Ltd. has invested in 10 companies and participated in 26 bidding projects [1] - The company has a total of 537 trademark information entries and 4,736 patent information entries [1] - Additionally, Seres Automotive Co., Ltd. holds 142 administrative licenses [1]

证券日报网讯2月6日，赛力斯（601127）在互动平台回答投资者提问时表示，公司将持续提升互动响应 效率，及时传递公司经营信息，切实做好投资者沟通工作。 ...

证券日报网讯 2月6日，赛力斯在互动平台回答投资者提问时表示，二级市场股价波动受市场情绪、行 业变化、宏观经济等多方面因素综合影响，公司始终高度重视全体股东利益，持续聚焦于主营业务与产 品创新，不断提升自身的核心竞争力，推动公司实现高质量、可持续发展，努力为股东创造长期价值。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 2月6日，赛力斯在互动平台回答投资者提问时表示，公司密切关注国际市场动态，正在 积极布局海外市场，推进高端智能电动汽车出海战略。 ...