Market Overview - The automotive sector experienced a weekly increase of +1.28%, with the auto parts sub-sector performing the best at +3.54% [1][2] - In comparison, the overall A-share market rose by +1.93%, placing the automotive sector at 17th among 31 primary industries [1][2] - The performance of various automotive sub-sectors included: automotive parts +3.54%, automotive services +3.38%, commercial vehicles +1.27%, motorcycles and others +0.27%, and passenger vehicles -1.99% [1][2] Company Performance - The top five companies in the automotive sector by weekly performance were: Zhongtai Automobile +39.70%, Haowu Shares +30.38%, Zhejiang Rongtai +22.48%, Tianpu Shares +21.00%, and Zhaomin Technology +19.85% [2] - Conversely, the bottom five performers included: Paiter -23.56%, Huayang Racing -20.28%, Huawei Technology -9.91%, Tianming Technology -9.82%, and Yishi Precision -9.73% [2] Sales Data - From September 1 to September 7, the average daily wholesale volume of domestic passenger car manufacturers was 43,900 units, a year-on-year decrease of 5.00%, while the average daily retail volume was 43,500 units, down 10.00% year-on-year [2] - In August, automotive sales reached 2.857 million units, reflecting a month-on-month increase of 10.1% and a year-on-year increase of 16.4% [3] - Cumulatively, from January to August, automotive sales totaled 21.128 million units, with a year-on-year increase of 12.6% [3] Export and Market Trends - In August, traditional fuel vehicle exports were 387,000 units, a month-on-month increase of 10.6% but a year-on-year decrease of 3.5%. In contrast, new energy vehicle exports reached 224,000 units, a year-on-year increase of 100% [4] - The market share of domestic brands in passenger vehicle sales rose to 69.5% in August, up 2.6 percentage points year-on-year [4] Future Outlook - The Ministry of Industry and Information Technology and seven other departments aim for total automotive sales of approximately 32.3 million units by 2025, representing a year-on-year growth of about 3% [5] - The target for new energy vehicle sales is around 15.5 million units, with a year-on-year growth of about 20% [5] Investment Recommendations - Companies involved in intelligent vehicle technology and those with potential for overseas sales are recommended for investment [6] - Suggested automotive manufacturers include Beiqi Blue Valley, Great Wall Motors, China National Heavy Duty Truck Group, and Foton Motor [6] - Recommended auto parts companies include Songyuan Safety, Zhejiang Xiantong, Lingyun Shares, and Yinhong Shares [6]

Group 1 - The company, Zhaomin Technology, reported that as of September 10, 2025, the number of shareholders is 23,206 [1]

Group 1 - The core point of the news is that Zhaomin Technology's stock price increased by 6.28% to 54.47 CNY per share, with a trading volume of 646 million CNY and a turnover rate of 5.48%, resulting in a total market capitalization of 13.23 billion CNY [1] - Zhaomin Technology, established on October 27, 2011, specializes in the research, production, and sales of precision injection molded parts and supporting precision injection molds, with a significant revenue contribution from automotive components at 77.41% [1] - The company's revenue breakdown includes precision injection parts for home appliances at 11.83%, precision injection molds at 7.44%, and other categories contributing 2.98% and 0.35% respectively [1] Group 2 - Zhaomin Technology is among the top holdings of the Zhonghang Trend Leading Mixed Fund A (021489), which reduced its holdings by 213,300 shares in the second quarter, now holding 1.198 million shares, representing 0.52% of the circulating shares [2][4] - The fund has achieved a year-to-date return of 73.82% and a one-year return of 156.32%, ranking 156 out of 8175 and 37 out of 7982 respectively in its category [2] - The fund manager, Wang Sen, has a tenure of 1 year and 351 days, with the fund's total asset size at 1.56 billion CNY and a best return of 149.43% during his management period [3]

关于使用闲置募集资金和自有资金进行现金管理的进展公告 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、误导性陈述或者重大遗漏。 证券代码：301000 证券简称：肇民科技 公告编号：2025-072 上海肇民新材料科技股份有限公司 上海肇民新材料科技股份有限公司（以下简称"公司"）于2025年4月8日召开 了第二届董事会第二十二次会议、第二届监事会第二十一次会议，并于2025年5月 29日召开2024年年度股东会，审议通过了《关于使用闲置募集资金和自有资金进行 现金管理的议案》，同意公司使用暂时闲置募集资金不超过20,000万元（含本数） 和自有资金不超过40,000万元（含本数）进行现金管理，使用期限自股东会审议通 过之日起12个月内有效。在上述额度和期限内，资金可滚动使用。 公司保荐机构对上述事项均发表了明确同意的意见。具体内容详见公司于 2025年4月10日在巨潮资讯网（www.cninfo.com.cn）上披露的《上海肇民新材料科 技股份有限公司关于使用闲置募集资金和自有资金进行现金管理的公告》（公告 编号：2025-025）。 近日，公司对部分募集资金和自有资金理财产品进行 ...

Core Viewpoint - Zhaomin Technology (301000.SZ) announced a reduction in shareholding by its shareholders, Ningbo Baizhao Enterprise Management Partnership (Limited Partnership) and Ningbo Huazhao Enterprise Management Partnership (Limited Partnership), which has reached a 1% integer multiple threshold [1] Summary by Relevant Sections - Shareholding Reduction - On September 8, 2025, Ningbo Huazhao and Ningbo Baizhao collectively reduced their holdings by 1,963,400 shares through block trading on the stock exchange, representing a reduction of 0.81% in their total shareholding [1]

上海肇民新材料科技股份有限公司 关于5%以上股东减持股份比例触及1%整数倍的公告 公司持股 5%以上股东宁波百肇企业管理合伙企业（有限合伙）、宁波华肇企 业管理合伙企业（有限合伙）保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 证券代码：301000 证券简称：肇民科技 公告编号：2025-071 特此公告。 上海肇民新材料科技股份有限公司董事会 2025 年9 月 9日 公司近日收到股东宁波百肇企业管理合伙企业（有限合伙）（以下简称"宁波百 肇"）、宁波华肇企业管理合伙企业（有限合伙）（以下简称"宁波华肇"）出具的《关 于减持公司股份比例触及1%整数倍的告知函》获悉其于2025年9月8日，宁波华肇、宁波百 肇通过证券交易所大宗交易方式合计减持公司股份1,963,400股，其与一致行动人合计的 持股比例触及1%的整数倍。现将具体情况公告如下： | 1.基本情况 | | | | | | | --- | --- | --- | --- | --- | --- | | 信息披露义务人 | | 宁波百肇企业管理合伙 ...

Summary of Key Points Core Viewpoint - Zhaomin Technology experienced significant trading activity on September 8, with a total of 13 block trades amounting to 1.9634 million shares and a total transaction value of 82.8948 million yuan, indicating strong institutional interest despite a notable discount to the market price [2][3]. Trading Activity - The average transaction price for the block trades was 42.22 yuan, representing a discount of 20.83% compared to the closing price of 53.33 yuan on the same day [2]. - Institutional trading desks participated in 6 of the transactions, contributing a total of 60.096 million yuan in net purchases [2]. Recent Performance - Over the past three months, Zhaomin Technology has recorded a total of 22 block trades with a cumulative transaction value of 198 million yuan [2]. - The stock closed at 53.33 yuan, reflecting a 20% increase on the day, with a trading volume of 1.174 billion yuan and a net inflow of 322 million yuan from major funds [2]. Margin Trading Data - The latest margin trading balance for Zhaomin Technology stands at 23.7 million yuan, with an increase of 5.0976 million yuan over the past five days, marking a growth rate of 2.19% [2].

Core Viewpoint - Zhaomin Technology experienced a significant increase in stock price, reaching a daily limit up of 20% with a turnover rate of 10.23% and a transaction volume of 1.174 billion yuan [2] Group 1: Stock Performance - The stock's closing price rose by 20.00%, leading to its listing on the Shenzhen Stock Exchange's daily limit up board [2] - The stock had a price fluctuation of 20.38% throughout the trading day [2] Group 2: Institutional Activity - Institutional investors net bought 18.83 million yuan worth of shares, while the Shenzhen Stock Connect saw a net purchase of 49.68 million yuan [2] - The top five trading departments accounted for a total transaction volume of 364 million yuan, with a net purchase of 168 million yuan [2] Group 3: Fund Flow - The stock saw a net inflow of 322 million yuan from major funds, with a significant inflow of 354 million yuan from large orders [2] - Over the past five days, the net inflow of major funds totaled 337 million yuan [2]

Market Performance - The automotive parts sector increased by 2.61% on September 8, with Zhaomin Technology leading the gains [1] - The Shanghai Composite Index closed at 3826.84, up 0.38%, while the Shenzhen Component Index closed at 12666.84, up 0.61% [1] Top Gainers in Automotive Parts Sector - Zhaomin Technology (301000) closed at 53.33, up 20.00% with a trading volume of 234,500 shares and a transaction value of 1.174 billion [1] - Huami New Materials (836247) closed at 36.28, up 15.76% with a trading volume of 213,400 shares [1] - Wangcheng Technology (830896) closed at 26.19, up 13.72% with a trading volume of 136,700 shares [1] - Hengbo Co., Ltd. (301225) closed at 94.20, up 10.25% with a trading volume of 86,400 shares [1] - Zhongtai Automobile (000980) closed at 2.94, up 10.11% with a trading volume of 3,694,600 shares [1] Capital Flow Analysis - The automotive parts sector saw a net inflow of 1.672 billion from institutional investors, while retail investors experienced a net outflow of 305 million [2] - Major stocks like Zhaomin Technology and Zhejiang Rongtai had significant net inflows from institutional investors, indicating strong interest [3] Notable Decliners - Patel (836871) closed at 21.77, down 12.32% with a trading volume of 148,300 shares and a transaction value of 351 million [2] - Feilo Acoustics (600651) closed at 7.00, down 5.53% with a trading volume of 718,600 shares [2] - Meng En Automotive Electric (301488) closed at 141.99, down 4.03% with a trading volume of 86,400 shares [2]

Group 1 - The company, Zhaomin Technology, reported that as of August 29, 2025, the number of shareholders is 24,154 [2]