近日，公司已完成了工商变更登记，并取得了由浙江省市场监督管理局换发的《营 业执照》。 一、变更后的营业执照基本信息 证券代码：301550 证券简称：斯菱股份 公告编号：2025-040 浙江斯菱汽车轴承股份有限公司 关于完成工商变更登记并换发营业执照的公告 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。 浙江斯菱汽车轴承股份有限公司（以下简称为"公司"）于 2025 年 8 月 22 日召开 第四届董事会第十次会议、于 2025 年 9 月 10 日召开 2025 年第一次临时股东大会，分 别审议通过了《关于变更公司注册资本、不再设置监事会并修订<公司章程>的议案》， 具体内容详见公司于 2025 年 8 月 25 日在巨潮资讯网（www.cninfo.com.cn）披露的《关 于变更公司注册资本、不再设置监事会、修订<公司章程>并办理工商变更登记及制订、 修订部分治理制度的公告》（公告编号：2025-031）。 经营范围：一般项目：轴承销售；轴承制造；汽车零部件研发；汽车零部件及配 件制造；机械设备研发；机械设备销售；轴承、齿轮和传动部件制造；轴承、齿轮和 ...

Core Viewpoint - The company, Siling Co., Ltd., is experiencing growth in its business segments, particularly in the production of harmonic reducers and components for humanoid robots, benefiting from the depreciation of the RMB and its classification as a "specialized and innovative" small giant enterprise [2][3]. Company Overview - Siling Co., Ltd. is located in Zhejiang Province and was established on November 22, 2004. It was listed on September 15, 2023. The company specializes in the research, development, manufacturing, and sales of automotive bearings [7]. - The main revenue composition includes: 80.22% from braking system bearings, 12.78% from transmission system bearings, 5.27% from power system bearings, 0.94% from non-automotive bearings, and 0.79% from other sources [7]. Financial Performance - For the first half of 2025, the company achieved a revenue of 391 million yuan, representing a year-on-year growth of 8.75%. The net profit attributable to the parent company was 99.17 million yuan, with a year-on-year increase of 4.95% [7]. - As of June 30, 2025, the company had a total market capitalization of 21.579 billion yuan, with a trading volume of 538 million yuan and a turnover rate of 4.11% [1]. Market Position and Recognition - The company has been recognized as a "specialized and innovative" small giant enterprise, which is a prestigious title in China, indicating strong innovation capabilities and high market share in niche markets [3]. - The overseas revenue accounted for 68.37% of total revenue, benefiting from the depreciation of the RMB [3]. Shareholder and Institutional Holdings - As of June 30, 2025, the number of shareholders increased by 27.55% to 16,900, with an average of 5,756 shares held per person, reflecting growing investor interest [7]. - Notable institutional shareholders include Yongying Advanced Manufacturing Mixed Fund and Penghua Carbon Neutral Theme Mixed Fund, which have increased their holdings [8].

Group 1 - The core point of the news is the significant increase in the stock price of Slin Automotive Bearings Co., Ltd., which rose by 5.38% to 134.20 CNY per share, with a trading volume of 2.22 billion CNY and a total market capitalization of 21.405 billion CNY [1] - Slin Automotive Bearings Co., Ltd. was established on November 22, 2004, and went public on September 15, 2023. The company specializes in the research, development, manufacturing, and sales of automotive bearings [1] - The main business revenue composition includes: 80.22% from brake system bearings, 12.78% from transmission system bearings, 5.27% from power system bearings, 0.94% from non-automotive bearings, and 0.79% from other supplementary products [1] Group 2 - From the perspective of fund holdings, Huafu Fund has a significant position in Slin Automotive Bearings, with its Huafu Technology Momentum Mixed A fund holding 660,000 shares, accounting for 5.24% of the fund's net value, making it the second-largest holding [2] - The Huafu Technology Momentum Mixed A fund, established on November 6, 2019, has a current scale of 570 million CNY and has achieved a return of 101.68% this year, ranking 47 out of 8244 in its category [2] - The fund manager, Shen Cheng, has been in position for 3 years and 276 days, with a total asset scale of 1.661 billion CNY, achieving the best fund return of 68.31% and the worst return of 12.03% during his tenure [2]

Core Viewpoint - Company Slin is transitioning from a "single bearing supplier" to a "precision manufacturing platform enterprise," leveraging its leadership in the automotive bearing aftermarket and entering the robot harmonic reducer market, creating a "dual-driven" growth model [1][17]. Group 1: Company Overview - Slin has been a leader in the automotive bearing aftermarket for over 20 years, focusing on high-precision products used in automotive braking, power, and transmission systems [3][5]. - The company has established a strong competitive barrier through continuous technological advancements, including the development of multiple generations of hub bearings and strategic acquisitions to enhance its product lines [3][5][7]. Group 2: Financial Performance - From 2020 to 2024, Slin's revenue grew from 525 million to 774 million, with a compound annual growth rate (CAGR) of 10.2%, while gross margin increased from 24.99% to 32.52% [7][9]. - In the first half of 2025, the company reported a revenue increase of 8.75% year-on-year, reaching 391 million, with a gross margin of 34.82% [11][12]. Group 3: Market Position and Trends - The global bearing market is projected to grow from $1,340 billion in 2023 to $2,340 billion by 2030, with a CAGR of 8.3% [13][15]. - Slin is well-positioned to benefit from the trend of domestic substitution in the bearing industry, as it continues to upgrade its production capacity and expand its global footprint [15][16]. Group 4: Robotics Sector Development - The global humanoid robot market is expected to grow significantly, with sales projected to reach 1.24 million units and a market size of 6.339 billion by 2025 [16][17]. - Slin plans to invest 117 million in establishing a robotics components division, focusing on the development of harmonic reducers and other components, leveraging its existing automotive supply chain advantages [17].

Core Viewpoint - The company, Siling Co., has shown positive performance in the stock market and is involved in various sectors including robotics and new energy vehicles, benefiting from the depreciation of the RMB and being recognized as a "specialized, refined, distinctive, and innovative" enterprise [1][3]. Financial Performance - On September 24, Siling Co. experienced a stock price increase of 2.55%, with a trading volume of 8.09 billion yuan and a market capitalization of 21.66 billion yuan [1]. - For the first half of 2025, the company reported a revenue of 391 million yuan, representing a year-on-year growth of 8.75%, and a net profit attributable to shareholders of 99.17 million yuan, up by 4.95% [7]. Product Development - The company is in the early stages of mass production for its harmonic reducers and plans to cover various robotic components, including industrial and humanoid robots [2]. - In 2025, the company successfully developed and mass-produced high-performance new products such as low-energy bearings and self-locking hub bearings, enhancing its capabilities in the new energy vehicle sector [2]. Market Position - As of the latest report, 68.37% of the company's revenue comes from overseas markets, benefiting from the depreciation of the RMB [3]. - The company has been recognized as a national-level "specialized, refined, distinctive, and innovative" small giant enterprise, which is significant for enhancing competitiveness and stability in the supply chain [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 27.55% to 16,900, with an average of 5,756 shares held per shareholder, up by 13.68% [7]. - The company has distributed a total of 99 million yuan in dividends since its A-share listing [8]. Institutional Holdings - As of June 30, 2025, notable institutional shareholders include Yongying Advanced Manufacturing Mixed Fund and Penghua Carbon Neutral Theme Mixed Fund, with both increasing their holdings [8].

Core Viewpoint - The company, Siling Co., Ltd., is experiencing growth in its stock performance and is benefiting from various market trends, including the depreciation of the RMB and advancements in its product lines, particularly in the fields of robotics and new energy vehicles [1][2][3]. Group 1: Company Performance - On September 23, Siling Co., Ltd. saw a stock increase of 1.49%, with a trading volume of 7.25 billion and a market capitalization of 211.21 billion [1]. - For the first half of 2025, the company reported a revenue of 391 million, representing a year-on-year growth of 8.75%, and a net profit attributable to shareholders of 99.17 million, up 4.95% year-on-year [7]. - The company has a significant overseas revenue share of 68.37%, benefiting from the depreciation of the RMB [3]. Group 2: Product Development - The company is in the early stages of mass production for its harmonic reducers, which are essential components for various types of robots, including industrial and humanoid robots [2]. - Siling Co., Ltd. has successfully developed and mass-produced high-performance new products, including low-energy bearings and self-locking hub bearings, while also achieving key technological breakthroughs in the electric motor bearing systems for new energy vehicles [2][3]. Group 3: Market Position and Recognition - Siling Co., Ltd. has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in China for companies excelling in niche markets and possessing strong innovation capabilities [3]. - The company operates primarily in the automotive bearing sector, with its main revenue sources being brake system bearings (80.22%), transmission system bearings (12.78%), and power system bearings (5.27%) [7].

Group 1 - The core viewpoint of the news is the significant increase in the stock price of Slin Automotive Bearings Co., Ltd., which rose by 5.45% to 127.49 CNY per share, with a total market capitalization of 20.335 billion CNY as of September 22 [1] - Slin's main business involves the research, development, manufacturing, and sales of automotive bearings, with revenue composition as follows: 80.22% from brake system bearings, 12.78% from transmission system bearings, 5.27% from power system bearings, 0.94% from non-automotive bearings, and 0.79% from other sources [1] - The company was established on November 22, 2004, and was listed on September 15, 2023 [1] Group 2 - According to data from the top ten holdings of funds, one fund under Debang Fund has a significant position in Slin, specifically the Debang High-end Equipment Mixed Initiation A Fund (023566), which held 70,700 shares, accounting for 6.15% of the fund's net value, making it the eighth largest holding [2] - The Debang High-end Equipment Mixed Initiation A Fund has a total scale of 13.2597 million CNY and has achieved a return of 23.94% since its inception on March 14, 2025 [2] Group 3 - The fund manager of Debang High-end Equipment Mixed Initiation A Fund is Lu Yang, who has been in the position for 1 year and 334 days, managing total assets of 1.198 billion CNY [3] - During Lu Yang's tenure, the best fund return was 260.39%, while the worst return was 14.36% [3]

Core Viewpoint - The company, Slin Automotive Bearings Co., Ltd., is experiencing fluctuations in stock performance and is involved in various sectors including automotive bearings, robotics, and new energy vehicles, benefiting from the depreciation of the RMB [1][3]. Company Overview - Slin Automotive Bearings Co., Ltd. was established on November 22, 2004, and went public on September 15, 2023. The company specializes in the research, development, manufacturing, and sales of automotive bearings [7]. - The main revenue sources are: brake system bearings (80.22%), transmission system bearings (12.78%), power system bearings (5.27%), non-automotive bearings (0.94%), and others (0.79%) [7]. - As of June 30, 2025, the company reported a revenue of 391 million yuan, a year-on-year increase of 8.75%, and a net profit attributable to shareholders of 99.17 million yuan, a year-on-year increase of 4.95% [7]. Market Performance - On September 19, the stock price of Slin fell by 7.00%, with a trading volume of 981 million yuan and a turnover rate of 8.21%, resulting in a total market capitalization of 19.284 billion yuan [1]. - The average trading cost of the stock is 114.12 yuan, with the current price fluctuating between a resistance level of 141.26 yuan and a support level of 110.86 yuan [6]. Investment Highlights - The company is in the early stages of mass production for its harmonic reducers and plans to cover various robotics sectors, including industrial and humanoid robots [2]. - As of the 2024 annual report, overseas revenue accounted for 68.37% of total revenue, benefiting from the depreciation of the RMB [3]. - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which enhances its competitiveness and stability within the industry [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 27.55% to 16,900, with an average of 5,756 circulating shares per person, an increase of 13.68% [7]. - The company has distributed a total of 99 million yuan in dividends since its A-share listing [8].

每经头条（nbdtoutiao）——全国首批L3级"真自动驾驶"汽车要来了！高速能脱手、堵车能歇气，但权 责怎么分？专家解答 （记者 曾健辉） 每经AI快讯，斯菱股份（SZ 301550，收盘价：129.6元）9月17日晚间发布公告称，公司股东张一民、 何益民减持计划实施完毕，共减持公司股份约200万股，减持股份占公司总股份为1.254%。 2024年1至12月份，斯菱股份的营业收入构成为：汽车零部件制造占比98.79%，其他业务占比1.21%。 截至发稿，斯菱股份市值为207亿元。 ...

斯菱股份公告，持股5%以上股东张一民、何益民减持计划已实施完毕。张一民于2025年7月16日至2025 年9月16日通过集中竞价减持100万股，减持均价104.5元/股，减持比例0.6270%；何益民于2025年6月19 日至2025年9月16日通过集中竞价减持100万股，减持均价98.12元/股，减持比例0.6270%。两人合计减 持200万股，占总股本1.2539%。 ...