证券日报网讯2月10日，铁流股份（603926）发布公告称，无逾期担保。 ...

证券代码：603926 证券简称：铁流股份 公告编号：2026-005 铁流股份有限公司 关于为全资子公司提供担保的公告 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： 担保对象及基本情况 | 被担保人名称 | 本次担保金额 | 实际为其提供的 担保余额（不含 | | 是否在前期预 计额度内 | 本次担保是否 有反担保 | | --- | --- | --- | --- | --- | --- | | | | 本次担保金额） | | | | | 福建省国联汽车 配件有限公司 | 3,000 万元 | 7,500 | 万元 | 是 | 否 | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股子公 | 42,293.05 | | 司对外担保总额（万元） | | | 对外担保总额占上市公司最近一期经 审计净资产的比例（%） | 25.12 | | | □担保金额（含本次）超过上市公司最近一期经审 计净资产 50% | | | □对外担保总额（含 ...

铁流股份公告称，2月10日，公司与招商银行重新签订担保书，为全资子公司福建省国联汽车配件有限 公司与该行签署的《授信协议》提供最高不超过3000万元的连带责任担保，无反担保。本次担保在前期 预计额度内，无需另行审议。截至公告日，公司对外担保总额4.23亿元，占最近一期经审计净资产的 25.12%，无逾期担保。国联汽配2025年1 - 9月营收2.07亿元，净利润60.24万元。 ...

证券代码：603926 证券简称：铁流股份 公告编号：2026-004 铁流股份有限公司 关于预计日常关联交易的公告 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。 重要提示： ● 本次关联交易无需提交股东会审议。 （一）日常关联交易履行的审议程序 铁流股份有限公司（以下简称"公司"）于2026年2月9日召开了第六届董事会第十次会议，除关联董事张 智林、国宁回避表决，其余董事均审议通过了《关于预计日常关联交易的议案》。议案无需提交公司股 东会审议。 公司独立董事专门会议对上述日常关联交易事项进行了审议并全票通过该事项，认为公司本次预计日常 关联交易事项，均为公司正常生产经营中必要的、合理的行为，双方遵循公平、自愿、诚信的原则，交 易方式符合市场规则和公平原则，交易价格公允，符合公司的实际需要。关联交易不存在损害公司和非 关联股东利益的情形，也不会对公司独立性产生影响。 （二）前次日常关联交易的预计和执行情况 ■ 注：存款年度预计和实际发生金额为单日最高存款余额，在关联公司存款期末余额为0。 ● 公司与关联方之间的交易遵循了自愿 ...

证券代码：603926 证券简称：铁流股份 公告编号：2026-004 铁流股份有限公司 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。 重要提示： ● 本次关联交易无需提交股东会审议。 ● 公司与关联方之间的交易遵循了自愿平等、诚实守信的市场经济原则， 没有损害公司和中小股东的利益，公司不会对关联人形成依赖，公司独立性不会 受到影响。 一、 日常关联交易基本情况 （一）日常关联交易履行的审议程序 铁流股份有限公司（以下简称"公司"）于 2026 年 2 月 9 日召开了第六届董 事会第十次会议，除关联董事张智林、国宁回避表决，其余董事均审议通过了《关 于预计日常关联交易的议案》。议案无需提交公司股东会审议。 关于预计日常关联交易的公告 公司独立董事专门会议对上述日常关联交易事项进行了审议并全票通过该 事项，认为公司本次预计日常关联交易事项，均为公司正常生产经营中必要的、 合理的行为，双方遵循公平、自愿、诚信的原则，交易方式符合市场规则和公平 原则，交易价格公允，符合公司的实际需要。关联交易不存在损害公司和非关联 股东利益的情 ...

铁流股份涨2.85%，报26.71元/股，股价再创新高，总市值突破62.69亿元，成交额达1.53亿元。（AI生 成） 铁流股份涨2.85%，报26.71元/股，股价再创新高，总市值突破62.69亿元，成交额达1.53亿元。（AI生 成） ...

格隆汇2月4日丨铁流股份(603926.SH)涨2.85%，报26.710元，股价创历史新高，总市值62.69亿元。 ...

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry [6] Core Insights - The automotive market is experiencing significant negative growth, with retail sales of passenger vehicles dropping by 28% year-on-year in the first half of January 2026, and wholesale sales declining by 35% [1][19] - The report emphasizes the need for supportive policies to stimulate market recovery and highlights the potential for growth in the overseas electric vehicle market due to favorable policies in countries like Canada and Germany [3][4] - The report suggests that the domestic market may rebound following the implementation of supportive policies, which could positively impact leading brands [4] Summary by Sections Market Overview - As of January 1-18, 2026, retail sales of passenger vehicles in China reached 679,000 units, a decrease of 28% compared to the same period last year, while wholesale sales totaled 740,000 units, down 35% year-on-year [1][19] - In the same period, retail sales of new energy vehicles were 312,000 units, reflecting a 16% decline year-on-year, and wholesale sales were 348,000 units, down 23% [1][19] Policy Developments - Canada announced plans to import 49,000 electric vehicles from China, significantly reducing tariffs from 100% to 6.1% [3] - Germany introduced a new subsidy program for electric vehicles, offering up to 6,000 euros to families purchasing new electric cars, effective from January 1, 2026 [3][44] - The UK government has launched a substantial subsidy program for electric trucks, with a total budget of 318 million pounds [48] Investment Opportunities - The report highlights the potential for Chinese new energy vehicles to expand into overseas markets, driven by favorable international policies [4] - It suggests that the recovery of the domestic automotive market could benefit leading brands significantly [4]

Investment Rating - The industry investment rating is "Positive" [3] Core Insights - The retail sales of passenger cars in China from January 1 to 18 reached 679,000 units, representing a year-on-year decline of 28% compared to the same period last year and a 37% decrease from the previous month [20] - The actual shipment of humanoid robots by Yushu Technology is expected to exceed 5,500 units in 2025, with over 6,500 units of the main body expected to be mass-produced [20] - The A-share automotive sector outperformed the market, with a weekly increase of 2.51%, while the CSI 300 index fell by 0.62% [4][10] Market Performance - The automotive sector in A-shares outperformed the broader market, ranking 14th among the Shenwan first-level industries [4][10] - The passenger vehicle segment saw a decline of 1.60%, with Jianghuai Automobile and Haima Automobile leading the gains [4][7] - The commercial vehicle segment increased by 3.69%, with Weichai Power and King Long Automobile leading the gains [4][18] - The automotive parts segment rose by 3.85%, with New Coordinates and Tieliu Co. leading the gains [4][19] Key Industry News - The Ministry of Industry and Information Technology has outlined the next steps for humanoid robots, focusing on breakthroughs in large models and joint technology [20] - Tesla announced its new mission to build a world of amazing abundance [20] - GAC Aion and Didi Autonomous Driving have jointly launched the Robotaxi R2, which has officially been delivered [20] - Canada has reduced tariffs on electric vehicles imported from China to 6.1%, allowing a quota of 49,000 vehicles in the first year, gradually increasing to 70,000 over five years [21] Recommendations - For complete vehicle manufacturers, it is recommended to pay attention to BYD, Geely Automobile, Great Wall Motors, and others [4] - For commercial vehicles, focus on China National Heavy Duty Truck Group, FAW Liberation, and Weichai Power [4] - For automotive parts, consider companies like Songyuan Safety, Fengmao Co., and Ningbo Gaofa [4]

证券日报网讯1月23日，铁流股份（603926）在互动平台回答投资者提问时表示，目前公司在欧盟销售 分为海外子公司直接销售+国内贸易公司代理销售两种模式，2024年度合计销售收入约9000万元，占公 司整体营业收入3.75%。 ...