登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：605333 证券简称：沪光股份 公告编号：2026-007 昆山沪光汽车电器股份有限公司关于参与设立产业投资基金的公告 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、准确性和完整性依法承担法律责任。 重要内容提示: ● 投资标的名称：嘉兴怡达行健创业投资合伙企业（有限合伙）（暂定名，以最终登记核准为准）（以 下简称"合伙企业"或"基金"）。 ● 出资金额：昆山沪光汽车电器股份有限公司（以下简称"公司"）作为有限合伙人拟以自有资金认缴出 资2,000万元，出资占比13.20%（以下简称"本次交易"）。 ● 本次交易：不构成关联交易，亦未构成重大资产重组。 ● 特别风险提示：截至本公告披露日，合伙企业尚未完成工商注册登记，尚需在中国证券投资基金业协 会履行登记备案程序，能否顺利完成备案以及完成时间尚存在不确定性；且基金具有投资周期长、流动 性低的特点，在后期运营过程中，项目投资易受宏观经济、行业周期、交易方案及投资标的经营管理情 况等多重因素影响，可能存在投资收益不及预期的风险，敬请广大投资者注意 ...

格隆汇2月27日丨沪光股份(605333.SH)公布，为契合公司战略发展规划，进一步拓展业务版图，并有效 地借助基金的专业投资经验与资源优势，整合各方资源以优化投资结构、提升投资管理能力，深化资本 与实体经济的融合发展，从而全面提升公司的综合竞争力。公司拟与苏州怡达私募基金管理有限公司及 其他有限合伙人共同投资合伙企业。合伙企业拟认缴出资总额为人民币15,150万元，投资方式以股权投 资为主，公司作为有限合伙人认缴出资2000万元，占总出资份额的13.20%。不会对合伙企业形成控 制，亦不会对合伙企业产生重大影响。 ...

证券代码：605333 证券简称：沪光股份 公告编号：2026-007 昆山沪光汽车电器股份有限公司 重要内容提示: 投资标的名称：嘉兴怡达行健创业投资合伙企业（有限合伙）（暂定名， 以最终登记核准为准）（以下简称"合伙企业"或"基金"）。 出资金额：昆山沪光汽车电器股份有限公司（以下简称"公司"）作为有 限合伙人拟以自有资金认缴出资 2,000 万元，出资占比 13.20%（以下简称"本 次交易"）。 本次交易：不构成关联交易，亦未构成重大资产重组。 特别风险提示：截至本公告披露日，合伙企业尚未完成工商注册登记， 尚需在中国证券投资基金业协会履行登记备案程序，能否顺利完成备案以及完成 时间尚存在不确定性；且基金具有投资周期长、流动性低的特点，在后期运营过 程中，项目投资易受宏观经济、行业周期、交易方案及投资标的经营管理情况等 多重因素影响，可能存在投资收益不及预期的风险，敬请广大投资者注意投资风 险。 一、合作情况概述 （一）合作基本情况 为契合公司战略发展规划，进一步拓展业务版图，并有效地借助基金的专业 投资经验与资源优势，整合各方资源以优化投资结构、提升投资管理能力，深化 资本与实体经济的融合发展，从而 ...

Core Viewpoint - The automotive wiring harness industry is experiencing stable growth driven by increasing demand for advanced automotive features and the ongoing trend of electrification and intelligence in vehicles [1][10]. Industry Overview - Automotive wiring harnesses are essential components that facilitate energy transfer and signal transmission within vehicles, categorized into main harnesses and small harnesses based on their functions [3][7]. - The industry is supported by a stable supply of raw materials, particularly copper, which is crucial for high-voltage harnesses due to its excellent conductivity [6][10]. Market Demand and Supply - The demand for automotive wiring harnesses is driven by the growing consumer need for advanced safety and comfort features, such as automatic emergency braking and voice recognition systems [1][10]. - By 2025, the production of automotive wiring harnesses in China is projected to reach 3.025 billion sets, with a year-on-year increase of 2.5%, while demand is expected to hit 2.414 billion sets, up 3.5% [10]. Market Size and Growth - The market size of the automotive wiring harness industry in China is anticipated to reach 139.19 billion yuan by 2025, reflecting a year-on-year growth of 4.2% [10]. - The demand for wiring harnesses in the new energy vehicle sector is expected to grow significantly, with the market size projected to reach 81.785 billion yuan by 2025, a year-on-year increase of 27.0% [11]. Competitive Landscape - The global automotive wiring harness market is dominated by major players from Japan and Europe, while Chinese companies are gradually entering the supply chain, particularly in the new energy vehicle segment [12]. - Key domestic companies include Luxshare Precision, Huagong Electric, and Yongding Co., which are gaining recognition for their capabilities in manufacturing and supplying wiring harnesses [12][13]. Development Trends - The industry is moving towards high-voltage and high-frequency transmission to meet the demands of electric and intelligent vehicles [15]. - There is a strong emphasis on lightweight materials to reduce vehicle weight and improve fuel efficiency, as automotive wiring harnesses contribute significantly to overall vehicle weight [16]. - Automation in production processes is expected to increase, enhancing efficiency and capacity in wiring harness manufacturing [18].

证券代码：605333 证券简称：沪光股份 公告编号：2026-006 昆山沪光汽车电器股份有限公司 关于全资子公司使用闲置自有资金委托理财 产品到期赎回的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 基本情况 2026 年 1 月 22 日，公司全资子公司重庆沪光汽车电器有限公司（以下简称 "重庆沪光"）使用闲置自有资金向交通银行股份有限公司重庆市分行购买了 0.80 亿元的理财产品（交通银行蕴通财富定期型结构性存款 35 天），向招商银 行股份有限公司重庆渝北支行购买了 0.30 亿元的理财产品（招商银行点金系列 看涨两层区间 35 天结构性存款），具体内容详见 2026 年 1 月 23 日刊登在上海证 券交易所网站（www.sse.com.cn）及指定媒体披露的《关于全资子公司使用闲置 自有资金委托理财的进展公告》（公告编号：2026-003）。 （三）截至本公告日，公司最近十二个月内使用自有资金委托理财的情况 | 产品名称 | 交通银行蕴通财富定期型结构性存款 天（挂钩汇率看跌） 35 | ...

证券代码：605333 证券简称：沪光股份 公告编号：2026-005 昆山沪光汽车电器股份有限公司 关于全资子公司使用闲置自有资金委托理财 产品到期赎回的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 基本情况 | 产品名称 | 交通银行蕴通财富定期型结构性存款 天（挂钩汇率看涨） 15 | | --- | --- | | 受托方名称 | 交通银行股份有限公司重庆市分行 | | 购买金额 | 2,500 万元人民币 | | 赎回金额 | 2,500 万元人民币 | | 产品期限 | 2026 年 2 月 9 日—2026 年 2 月 24 日 | | 特别风险提示 （如有请勾选） | 其他：无 | 风险提示 本次购买的理财产品为安全性高、流动性好的中低风险理财产品，但可能存 在市场风险、流动性风险、信用风险及其他风险，受各种风险影响，理财产品的 收益率可能会产生波动，理财收益具有不确定性。敬请广大投资者注意风险。 一、委托理财基本情况 二、本次自有资金委托理财到期赎回情况 （一）已履行的审议程序 昆 ...

Core Viewpoint - The company is undergoing significant changes in governance, business collaborations, and funding flows between December 2025 and January 2026 [1] Group 1: Related Transactions - On December 25, 2025, the company's extraordinary shareholders' meeting approved the proposal for expected related party transactions for the year 2026 [2] Group 2: Company Structure and Governance - The same shareholders' meeting approved an increase in the board of directors from 7 to 9 members, adding non-independent directors and employee representative directors [3] Group 3: Business Progress - The company has established collaborations with a well-known domestic and international electric tool enterprise and a company in the aircraft and drone sector, providing sample products [4] Group 4: Institutional Perspectives - As of January 23, 2026, 13 institutions provided ratings, with 11 recommending "buy" and 2 recommending "hold," with a target average price of 39.1 yuan [5] Group 5: Funding Trends - On January 5, 2026, the main funds shifted from net outflow to net inflow, with a single-day stock price increase of 8.55%. However, by the week of January 23, the main funds had an overall net outflow of 30.16 million yuan [6]

昆山沪光汽车电器股份有限公司关于 全资子公司使用闲置自有资金委托理财的进展公告 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、准确性和完整性依法承担法律责任。 证券代码：605333 证券简称：沪光股份 公告编号：2026-004 重要内容提示： 委托理财的基本情况： | 产品名称 | 交通银行蕴通财富定期型结构性存款 15 | | | | | | | | 天（挂钩汇率看涨） | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 受托方名称 | 交通银行股份有限公司重庆市分行 | | | | | | | | | | 投资种类 | 结构性存款 | | | | | | | | | | 购买金额 | 2,500 万元人民币 | | | | | | | | | | 产品期限 | 2026 2 日—2026 日 | 年 | 9 | 年 | 2 | 月 | 24 | 月 | | | 产品名称 | 交通银行蕴通财富定期型结构性存款 38 天（挂钩汇率看跌） | | --- | --- | | ...

Investment Rating - The industry investment rating is Neutral (maintained) [6] Core Insights - The upcoming release of Tesla's Optimus V3 is expected to catalyze the industry, with a focus on companies involved in the humanoid robot supply chain and those with significant advancements in autonomous driving technology [9] - The demand for gas turbines and generator sets is anticipated to surge due to increased overseas data center construction, benefiting companies in the gas turbine and robotics supply chains [9] - Companies with strong alpha characteristics in the automotive and parts sector are expected to withstand industry risks and achieve revenue and profit growth [3] Summary by Sections Investment Recommendations and Targets - Strong alpha automotive and parts companies are expected to resist industry risks and achieve revenue and profit growth; focus on advanced autonomous driving supply chains, data center liquid cooling, and gas turbine industries [3] - Suggested companies to watch include: - Humanoid robot-related: Xinquan Co., Ltd. (603179, Buy), Top Group (601689, Buy), Yinlun Co., Ltd. (002126, Buy), and others [4] - Gas turbine-related: Yinlun Co., Ltd. (002126, Buy) [4] - Liquid cooling-related: Yingweike (002837, Not Rated), Yinlun Co., Ltd. (002126, Buy), Top Group (601689, Buy), and others [4] - Autonomous driving-related: Jingwei Hengrun-W (688326, Buy), Bertley (603596, Buy), Desay SV (002920, Buy) [4]

Core Viewpoint - The Chinese electric vehicle (EV) high-voltage component industry has transitioned from policy-driven to market-driven growth, with increasing consumer acceptance of pure electric and hybrid models, leading to a significant expansion in production and sales, and a surge in demand for high-voltage components [1][10]. Industry Overview - The high-voltage system in EVs is crucial for energy storage, conversion, transmission, and usage, operating at hundreds of volts, which distinguishes EVs from traditional fuel vehicles [2]. - High-voltage components are essential for the efficient operation of EVs, enabling energy management and enhancing overall performance [4]. Market Size and Growth - By 2025, the market size of China's high-voltage component industry is projected to reach 311.66 billion yuan, representing a year-on-year growth of 26.5%, capturing 49.32% of the global market share [1][10]. - In the first nine months of 2025, China's production and sales of new energy vehicles reached 11.24 million and 11.23 million units, respectively, with a year-on-year growth of 35.2% and 34.9% [8]. Industry Barriers - The high-voltage component industry faces significant technical barriers, requiring precise design, programming skills, and a deep understanding of system logic to ensure performance, reliability, and safety [5][6]. Market Policies - The Chinese government has implemented various policies to support the development of the automotive parts industry, including high-voltage components, creating a favorable environment for growth [6]. Industry Chain - The upstream of the high-voltage component industry includes suppliers of raw materials like copper, aluminum, and rare earths, while the downstream consists of EV manufacturers and the aftermarket, which is seeing increased demand as early EVs enter replacement cycles [7][8]. Competitive Landscape - The industry is characterized by a fragmented market with numerous players focusing on specific segments. Key companies include Xinrui Technology, Zhonghang Optoelectronics, BYD Semiconductor, and Futec Technology [10][11]. Development Trends - The industry is expected to see a shift towards higher voltage and efficiency, with wide bandgap semiconductor materials playing a crucial role in enhancing energy conversion efficiency [14]. - There will be a trend towards system integration and modularization, aiming for lightweight designs and cost control [14]. - Collaboration within the supply chain will deepen, with a focus on localizing key materials and components to build a self-sufficient supply chain [15].