上海沿浦（605128）(605128.SH)发布公告，公司预计2025年度实现归属于上市公司股东的净利润为1.86 亿元至2.12亿元，与上年同期相比预计将增加0.49亿元至0.75亿元，预计同比增加35.44%至55%。 ...

智通财经APP讯，上海沿浦(605128.SH)发布公告，公司预计2025年度实现归属于上市公司股东的净利 润为1.86亿元至2.12亿元，与上年同期相比预计将增加0.49亿元至0.75亿元，预计同比增加35.44%至 55%。 ...

Core Viewpoint - Shanghai Yanpu (605128.SH) expects a significant increase in net profit for the fiscal year 2025, projecting a net profit attributable to shareholders of between 186 million to 212 million yuan, representing a year-on-year increase of 49 million to 75 million yuan, or an increase of 35.44% to 55.00% [1] Financial Projections - The company anticipates a net profit excluding non-recurring gains and losses for 2025 to be between 183 million to 210 million yuan, which is an increase of 48 million to 75 million yuan compared to the previous year, equating to a year-on-year growth of 35.97% to 56.00% [1] Business Operations - The company specializes in automotive seat frame assemblies, precision stamping parts, and precision injection molded parts, with the expected performance growth driven by several key factors [1] Key Growth Drivers - **Cost Control and Team Efficiency**: The company has established a comprehensive cost control system, enhancing budget management, accounting, and assessment processes, ensuring precise implementation of cost control strategies, which lays a solid foundation for performance growth [1] - **Market Order Expansion**: In 2025, the company successfully expanded its automotive seat frame assembly business by acquiring several high-quality clients, with new projects entering mass production within the year and showing strong sales momentum. Existing core clients also launched new projects, leading to increased capacity utilization and reduced unit production costs [1] - **Lean Production and Process Upgrades**: The company continues to deepen its lean production management model, optimizing production processes and upgrading technology, which significantly enhances production efficiency and further optimizes costs [1]

证券代码：605128 证券简称：上海沿浦 公告编号：2026-002 上海沿浦精工科技（集团）股份有限公司 2025 年度业绩预增公告 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： 一、 本期业绩预告情况 （一） 业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 二、 上年同期业绩情况 （一） 2024 年度，公司实现的归属于上市公司股东的净利润为 13,704.74 万元，2024 年度公司实现的归属于上市公司股东的扣除非经常性损益的净利润为 13,457.33 万 元。 1 本期业绩预告适用于实现盈利，且净利润与上年同期相比上升50%以上。 上海沿浦精工科技（集团）股份有限公司（以下简称"公司"）经财务部门初步测算 ，预计2025年度实现归属于上市公司股东的净利润为1.86亿元至2.12亿元，与上年 同期相比预计将增加0.49亿元至0.75亿元，预计同比增加35.44%至55.00%。 扣除非经常性损益后，公司预计2025年度实现归属于上市公司股东的扣除非经常性损 益后的 ...

特此公告。 证券代码：605128 证券简称：上海沿浦 公告编号：2026-001 上海沿浦精工科技（集团）股份有限公司 关于提前归还暂时补充流动资金的闲置募集资金的公告 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个别及连带责任。 上海沿浦精工科技（集团）股份有限公司（以下简称"公司"）于 2025 年 12 月 3 日召 开的第五届董事会第二十七次会议，会议审议通过了《关于使用部分闲置募集资金暂时补充 流动资金的议案》，同意公司及子公司将其中部分暂时闲置的公开发行可转换公司债券的募集 资金不超过 5,000 万元暂时补充流动资金，公司及子公司将其中部分暂时闲置的向特定对象 发行股票的募集资金不超过 30,000 万元暂时补充流动资金，使用期限自董事会审议通过之日 起不超过 12 个月。具体内容详见公司于 2025 年 12 月 4 日在上海证券交易所网站 （www.sse.com.cn）及指定媒体披露的《上海沿浦精工科技（集团）股份有限公司关于使用 部分闲置募集资金暂时补充流动资金的公告》（公告编号 2025-090）。 自公司第 ...

Group 1 - The core viewpoint of the article is that Shanghai Yanpu (605128) has been exporting automotive parts to EU member countries, although the sales amount to the EU represents a small portion of the company's total revenue, approximately 0.5% [1] - The company has been utilizing domestic entities in China for manufacturing before exporting directly to customers in the EU [1]

Group 1 - The report emphasizes the growth potential driven by AI and the reversal of the anti-involution cycle in the manufacturing sector [1] - Key companies highlighted include Yokogawa Electric, Zhejiang Rongtai, Shanghai Yanpu, Taotao Vehicle, Sany Heavy Industry, Zoomlion, XCMG, and others [2][3] - The core investment strategy focuses on sectors such as machinery, lithium battery equipment, and intelligent robotics, with a positive outlook for 2026 [4][6] Group 2 - The machinery sector is expected to see a strong start in 2026, with continued focus on technological growth in areas like embodied intelligence and commercial aerospace [4] - The report notes that the lithium battery equipment sector has crossed a turning point, with demand driven by energy storage and overseas power batteries, projecting a compound annual growth rate (CAGR) of 19% from 2024 to 2027 [6][10] - The report predicts significant profit growth for key companies, with expected net profits for 2025, 2026, and 2027 being 0.13 billion, 0.84 billion, and 1.90 billion respectively, indicating a CAGR of approximately 290% [11][17]

Core Viewpoint - The company focuses on the research, production, and sales of automotive components, positioning itself as a leading manufacturer in the industry, particularly in seat frames and functional parts [1] Group 1: Business Operations - The company’s core products include automotive seat frame assemblies, seat slide assemblies, and high-precision stamped and injection-molded parts used in automotive seats, seat belts, and locking systems [1] - A joint venture, Shanghai Xinatech Intelligent Technology Co., Ltd., was established in October 2025 to focus on the production and sales of embodied intelligent robots and their core components [1] - The company has begun small-scale deliveries of high-speed rail seats, which are currently undergoing operational assessments with railway bureaus [1] Group 2: Research and Development - Significant progress has been made in the development of the automotive seat business, with the establishment of a team of experienced experts in the field [1] - The company has built a high-standard research laboratory equipped with advanced international equipment and instruments to support product development and technological innovation [1] - Ongoing negotiations are in place with several leading automotive manufacturers and new players for customized development of complete seat solutions, leveraging a robust R&D system and professional technical team [1] Group 3: Market Position - The company does not currently engage in aerospace products, focusing solely on automotive and related sectors [1]

Group 1 - The report emphasizes the growth potential of the manufacturing sector driven by advancements in AI and a reversal of the anti-competitive cycle [1] - Key companies highlighted for investment include Yokogawa Electric, Zhejiang Rongtai, Shanghai Yanpu, and SANY Heavy Industry among others [2][3] - The report maintains a positive outlook on the machinery equipment industry, with a focus on companies that are positioned to benefit from emerging trends [6] Group 2 - The report details the performance of various sectors, with the best-performing indices including retail trade (+6.66%) and non-bank financials (+2.9%) for the week ending December 19, 2025 [4][19] - Within the manufacturing sector, the top indices were the China Aerospace and Military Industry Theme (+3.83%) and the Shanghai 50 (+0.32%) [20] - The report notes significant bidding activity in the controlled nuclear fusion sector, with over 5.6 billion yuan in bids since the beginning of 2025, indicating accelerated project development [7][8] Group 3 - The report discusses the strategic merger of Trump Media with TAE Technologies, valued at $6 billion, highlighting the increasing capital flow into the fusion energy sector [9] - TAE Technologies is noted for its innovative approach to fusion energy, utilizing hydrogen-boron fusion technology, which is seen as a cleaner alternative to traditional methods [9] - The report suggests focusing on core suppliers and flexible investment targets in the fusion energy supply chain, including companies like Lianchuang Optoelectronics and Xiguang Electronics [8][9] Group 4 - The report provides earnings forecasts for key companies, projecting revenue growth for companies like SANY Heavy Industry and Zhejiang Rongtai, with expected EPS growth from 0.63 to 1.20 for SANY from 2024 to 2026 [17] - The report highlights the competitive landscape in the carrier tape market, where the company has a 74% market share in paper carrier tape and is expanding into the plastic carrier tape segment [10][12] - The report also discusses the potential of composite current collectors in the lithium battery market, projecting significant growth from $1.2 billion in 2023 to $3.4 billion by 2032 [12]

Core Viewpoint - The financial report of Shanghai Yanpu reveals a significant contrast between a sharp reduction in short-term loans and a substantial increase in cash reserves, indicating a strategic preparation for future initiatives [1][28]. Group 1: Current Financial Performance - The company reported a net profit of 127 million yuan for the first three quarters, representing a year-on-year increase of 16.67% [3][30]. - The net cash flow from operating activities reached 201 million yuan, a 30% increase compared to the previous year [5][32]. - The sales cycle for products has accelerated to 42 days, an 18% improvement year-on-year, indicating enhanced operational efficiency [4][34]. Group 2: Strategic Developments - In August 2025, the company announced a joint venture with the Shanghai Robotics Industry Technology Research Institute to focus on the research and production of industrial robots [8][36]. - The collaboration builds on previous partnerships in the development of humanoid robot joint modules, leveraging shared technological foundations [9][36]. - The company aims to apply its precision manufacturing expertise from the automotive sector to the robotics field, indicating a strategic expansion into high-tech industries [10][12]. Group 3: Future Outlook - The management has indicated that the new robotics business will focus on core components for humanoid robots, suggesting ambitions beyond simple assembly [14][40]. - The combination of increased cash reserves of 453 million yuan and the joint venture positions the company well for future research and production expansions [18][41]. - The narrative of the company reflects a rational expansion of its capabilities, moving towards higher value-added industries based on its core manufacturing strengths [25][48].