证券日报网讯 2月11日，松原安全发布公告称，公司持股5%以上股东南京明凯创业投资合伙企业（有 限合伙）解除质押1764000股，占其持股4.98%，占公司总股本0.37%，质押起始日2025年1月7日，解除 日期2026年2月9日，质权人为交通银行股份有限公司重庆市分行。 （文章来源：证券日报） ...

浙江松原汽车安全系统股份有限公司 关于持股 5%以上股东股份解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 证券代码：300893 证券简称：松原安全 公告编号：2026-004 1、本次解除股份质押基本情况 2、持股 5%以上股东股份累计质押的情况 浙江松原汽车安全系统股份有限公司（以下简称"公司"）近日收到公司持 股 5%以上股东南京明凯创业投资合伙企业（有限合伙）（以下简称"南京明凯"） 通知，获悉南京明凯进行了股份解除质押业务，具体事项如下： 一、本次持股 5%以上股东股份解除质押的基本情况 | 股东名称 | 是否为控股股东 或第一大股东及 | | 本次解除质 | 占其所 持股份 | 占公司 总股本 | 质押起 | 解除质 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 押数量（股） | | | 始日 | 押日期 | | | | 其一致行动人 | | | 比例 | 比例 | | | | | 南京明凯创业投 资合伙企业（有 限合伙） | | 是 ...

Group 1 - The core point of the article is that as of January 30, 2026, the company has a total of 11,207 shareholders [2]

Group 1 - The core point of the news is that Songyuan Safety's stock price has decreased by 5.01%, currently trading at 23.50 CNY per share, with a total market capitalization of 11.116 billion CNY [1] - Songyuan Safety specializes in the research, design, production, sales, and service of passive safety system products, including seat belts (58.90% of revenue), airbags (26.09%), steering wheels (12.88%), and other safety devices (2.12%) [1] - The company was established on July 6, 2001, and went public on September 24, 2020 [1] Group 2 - According to data, the Caifeng Anying Mixed Fund A (010636) has increased its holdings in Songyuan Safety by 73,200 shares, bringing the total to 126,800 shares, which represents 1.86% of the fund's net value [2] - The fund has reported a floating loss of approximately 157,200 CNY as of the latest update [2] - The Caifeng Anying Mixed Fund A was established on November 25, 2020, with a current size of 25.6757 million CNY and has achieved a year-to-date return of 2.74% [2]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The automotive sector is experiencing a significant shift with the introduction of Tesla's Robotaxi strategy, focusing on a dual-seat Cybercab to address 90% of travel scenarios [5][13] - Tesla has disclosed that approximately 1.1 million Full Self-Driving (FSD) paid users account for about 12% of its total vehicle sales, with a year-on-year growth of 38% [14] - The Shanghai government has introduced a subsidy for replacing old vehicles with new energy vehicles, offering an 8% subsidy on the purchase price, capped at 15,000 yuan [14] - The National Energy Administration plans to establish 28 million charging facilities by the end of 2027, expected to drive over 200 billion yuan in investments [15] - The global humanoid robot shipment is projected to increase by 508% in 2025, with Chinese manufacturers leading the market [20][22] Market Performance - The automotive sector underperformed the market, with the A-share automotive index declining by 4.67%, ranking 29th among primary industries [6][25] - The passenger vehicle index fell by 1.84%, while the commercial vehicle index decreased by 1.21% [6] - The automotive parts index saw a decline of 6.82%, with various segments experiencing different levels of performance [6] Investment Recommendations - For passenger vehicles, there is an unexpected demand in the domestic high-end luxury market, with recommendations for Jianghuai Automobile and Seres, while Geely Automobile is identified as a beneficiary [7] - In the automotive parts sector, profitability is expected to improve, with recommendations for Desay SV, Zhejiang Xiantong, Meili Technology, and others, while Weichai Power and others are seen as beneficiaries [7]

证券日报网讯1月22日，松原安全（300893）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司股东共计11578名。 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The Chinese heavy truck market's total sales for 2025 reached 1.145 million units, marking a 27% increase from the previous year [5][13] - The China Automobile Association forecasts total automobile sales in 2026 to be 34.75 million units, a 1% year-on-year growth [15] - The demand for high-end luxury passenger cars in China is exceeding expectations, with a favorable competitive landscape [7] Industry News - Tesla will stop selling Full Self-Driving (FSD) after February 14, transitioning to a monthly subscription model [14] - Shanghai aims to achieve large-scale application of high-level autonomous driving scenarios by 2027 [16] - Great Wall Motors launched the world's first native AI all-power platform "Guiyuan," supporting multiple power systems [17] - Canada has reduced tariffs on Chinese electric vehicles to 6.1%, eliminating the previous 100% additional tax [18] Market Performance - The A-share automotive sector outperformed the market with a weekly increase of 0.71%, ranking 8th among A-share primary industries [25] - The passenger vehicle index decreased by 1.87%, while the commercial vehicle index increased by 5.53% [6] - The automotive parts index rose by 1.26%, with notable gains in the electric control systems and lightweight components [6][35] Investment Recommendations - For passenger vehicles, recommended stocks include JAC Motors and Seres, with beneficiaries being Geely Automobile [7] - In the parts sector, recommended stocks include Desay SV Automotive, Zhejiang Xiantong, and Meili Technology, with beneficiaries being Weichai Power and others [7]

证券日报网讯 1月13日，松原安全在互动平台回答投资者提问时表示，截至2026年1月9日，公司股东共 计11933户。 （文章来源：证券日报） ...

证券日报网讯 1月8日，松原安全发布公告称，公司第四届董事会第二次会议审议通过《关于2026年第 一季度日常关联交易预计的议案》《关于变更公司注册资本及修订并办理工商变更登记的议案》。 （文章来源：证券日报） ...

关于浙江松原汽车安全系统股份有限公司 2026 年第一季度 日常关联交易预计的核查意见 中信建投证券股份有限公司（以下简称"中信建投证券"或"保荐人"）作 为浙江松原汽车安全系统股份有限公司（以下简称"松原安全"或"公司"）向 不特定对象发行可转换公司债券的保荐人，根据《证券发行上市保荐业务管理办 法》《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管 指引第13号——保荐业务》等相关法律法规及规范性文件的规定，对松原安全 2026年第一季度日常关联交易预计情况进行了核查，具体如下： 一、日常关联交易基本情况 （一）日常关联交易概述 公司因经营发展需要，预计 2026 第一季度公司与余姚市松益汽配铸造厂（普 通合伙）、余姚市宽杰包装制品有限公司、余姚市牟山镇坚洪气阀五金厂（普通 合伙）、宁波益德新材料有限公司、余姚市杰鸿木制品厂（普通合伙）及余姚市 文菊木制品厂（普通合伙）发生日常关联交易总金额不超过 1,660 万元。 公司于 2026 年 1 月 7 日召开第四届董事会第二次会议，以 4 票同意，0 票 反对，0 票弃权，审议通过《关于 2026 年第一季度日常关联交易预计的议案》， 关 ...