Automotive Parts and Equipment

Tuopu Group

Tuopu Group released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue CNY 6.628 B (forecast CNY 7.099 B), actual EPS CNY 0.32 (forecast CNY 0.3409)

Tuopu Group to release FY2026 Q1 earnings on April 30 During-Market BJT, forecast revenue CNY 7.099 B, EPS CNY 0.3409

Tuopu Group released FY2025 Annual Earnings on March 23 After-Market (BJT), Actual Revenue CNY 29.58 B (Forecast CNY 29.64 B), Actual EPS CNY 1.61 (Forecast CNY 1.7013)

Tuopu Group released FY2025 Q4 earnings on March 23 After-Market (BJT), actual revenue CNY 8.653 B (forecast CNY 8.685 B), actual EPS CNY 0.4698 (forecast CNY 0.507)

Tuopu Group to Release FY2025 Annual Earnings on March 24, 2026 After-Market (BJT), Forecast Revenue CNY 29.64 B, EPS CNY 1.7013

Tuopu Group released FY2025 Q3 earnings on October 30 After-Market (BJT), actual revenue CNY 7.994 B (forecast CNY 8.292 B), actual EPS CNY 0.39 (forecast CNY 0.5049)

Tuopu Group released FY2025 9 Months Earnings on October 30 After-Market (BJT), actual revenue CNY 20.93 B, actual EPS CNY 1.1393

Tuopu Group to Release FY2025 Q3 Earnings on October 31 After-Market (BJT), Forecast Revenue CNY 8.292 B, EPS CNY 0.5049

Tuopu Group released FY2025 Q2 earnings on August 28 During-Market (BJT), actual revenue CNY 7.167 B (forecast CNY 7.294 B), actual EPS CNY 0.4193 (forecast CNY 0.4388)

Tuopu Group released FY2025 Semi-Annual Earnings on August 28 During-Market (BJT), actual revenue CNY 12.93 B, actual EPS CNY 0.75

Tuopu Group to Release FY2025 Semi-Annual Earnings on August 29, 2025 (BJT)

Top Group Provides Chassis Components for Xiaomi Auto

Top Group Registers Multiple Software Copyrights

TOPGL Group Obtains Utility Model Patent for Electronic Expansion Valve Stator Assembly

MInzhaosheng Securities Gives Topgroup Buy Rating

Toprun Group Delays Investment Projects and Controlling Shareholders Plan to Reduce Shares

Topland Group Registers 44 New Software Copyrights

Top Group Registers New Software Copyright for Automotive Side Door Motor Control

Top Group Acquires Patent for Automotive Front Suspension Control Arm

Ordinary dividend (cash)

Ex Date: 2026.05.22, Cash dividend 0.49 CNY

601689

TSMX

588200

562700

Chinese suppliers of Tesla's EV parts saw stock gains after the announcement of the AI5 chip being 45 days ahead of schedule. Tesla's stock rose nearly 7.7%, boosting shares of suppliers like Ningbo Tuopu Group and Zhejiang Sanhua, which rose 4.3% and 3.4%, respectively. Shanghai Beite Technology's shares spiked 4.6%. Tesla's CEO Elon Musk revealed the AI5 chip's design completion, targeting a 50-fold performance improvement by 2027. Shares of manufacturing partners Samsung and TSMC also rose. Tesla collaborates with over 400 Chinese suppliers, with 60 in its global supply chain.

SCMP

Direxion Daily TSM Bull 2X Shares

Harvest SSE STAR Chip ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Direxion Daily TSLA Bull 2X Shares

Leverage Shares 2X Long TSLA Daily ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

Guotai CSI All Share Integrated Circuit ETF

Simplify Volt TSLA Revolution ETF

HFT CSI Auto Components Thematic ETF

ChinaAMC CSI Auto Components Thematic ETF

Leverage Shares 2X Long TSM Daily ETF

iShares Semiconductor ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Harvest CSI All Share Integrated Circuit ETF

Guotai CSI 800 Automobile and Parts ETF

Direxion Semicon Bull 3X

T-Rex 2X Long Tesla Daily Target ETF

China Merchants CSI Semiconductor Industry ETF

Ping An CSI Auto Components Thematic ETF

SAMSUNG SEMICON

Hua Xia CSI New Energy Vehicles ETF

VanEck Semiconductor ETF

SPDR S&P Semicon

GraniteShares 2x Long TSM Daily ETF

Taiwan Semiconductor

Chinese investors cheer Tesla’s AI chip progress, boosting shares of suppliers

159565

603596

The State Administration for Market Regulation (National Standardization Administration) has approved and released the mandatory national standard "Basic Requirements for Automotive Steering Systems," which will officially take effect on July 1. This standard clarifies the technical requirements and testing methods for automotive steering systems, delineates safety boundaries for new technologies such as steer-by-wire, promotes the application of steer-by-wire technology, and regulates the development of automotive steering systems in China

Wallstreetcn

E Fund CSI Auto Components Thematic ETF

WBTL

NEXTEER

ZHEJIANG SHIBAO

Zhejiang Shibao

HASCO

Defining Safety Boundaries for Drive-by-Wire Steering: Mandatory National Standards for Automotive Steering Released

300421

301550

300115

605133

002249

The A-share robotics concept was active in the afternoon, with JGBR rising over 10%. Sling, BROAD-OCEAN MOTOR, EWPT, RTGF, Zhejiang Rongtai, and Tuopu Group followed suit

JGBR

Sling

EWPT

RTGF

BROAD-OCEAN MOTOR

002472

002050

Goldman Sachs recently released a research report on the supply chain of humanoid robots in China, pointing out that there is an "order shortage" in the A-share market. The report is based on field research conducted from November 3 to 6 on nine companies in the robotics industry chain, including Sanhua, Tuopu Group, and SHUANGHUAN COMPANY. Goldman Sachs confirmed the release of the report on November 11

SHUANGHUAN COMPANY

Sanhua

Goldman Sachs research finds "order shortage" for A-share robots? Listed companies in the industry chain: waiting for orders to materialize

According to the Zhitong Finance APP, Tuopu Group disclosed its third-quarter report for 2025, showing that the company's revenue for the first three quarters reached 20.928 billion yuan, a year-on-year increase of 8.14%; net profit attributable to the parent company was 1.967 billion yuan, a year-on-year decrease of 11.97%; net profit excluding non-recurring gains and losses was 1.816 billion yuan, a year-on-year decrease of 10.22%; basic earnings per share were 1.14 yuan

Zhitong

Tuopu Group released its performance for the first three quarters, with a net profit attributable to the parent company of 1.967 billion yuan, a year-on-year decrease of 11.97%

According to the Qichacha APP, recently, Ningbo Lingyu Robot Components Co., Ltd. was established, with Wu Haonian as the legal representative and a registered capital of 50 million yuan. The business scope includes: sales of artificial intelligence hardware; sales of power electronic components; wholesale of electronic components; retail of electronic components, etc. Qichacha's equity penetration shows that the company is wholly owned by Tuopu Group indirectly

Tuopu Group invests in the establishment of a robotics components company

TSLA

300953

KaiYuan Securities released a research report pointing out that the pricing of Tesla and Figure's robots has reshaped the valuation ceiling for global robot manufacturers. Companies with R&D, engineering, and global manufacturing capabilities are expected to enter the supply chains of these two major companies, especially core component manufacturers. Key companies mentioned include Longsheng Technology, Zhenyu TECH, and Tuopu Group. After Figure's Series C financing, its valuation reached USD 39 billion, and Tesla's Optimus aims to deliver 1 million robots, with a market value potentially reaching USD 500 billion

- Open-source Securities reports that Tesla's robot pricing aligns with Figure's valuation, suggesting a new valuation benchmark for global robot manufacturers.  
- The report highlights that companies with strong R&D, engineering, and global manufacturing capabilities are likely to integrate into the supply chains of leading robot firms like Tesla and Figure.  
- Key component manufacturers are expected to benefit from significant valuation premiums, with potential price-to-earnings ratios reaching up to 200 times in the early stages of the industry.

Tesla

Zhenyu TECH

Open Source Securities: Leading robotics companies are reshaping pricing, and core component companies are expected to welcome valuation premiums

According to the Zhitong Finance APP, Tuopu Group announced that the company's actual controller and chairman, Mr. Wu Jianshu, and vice chairman and director, Mr. Wu Haonian, have collectively reduced their holdings in the company by 3.4936 million shares through centralized bidding, accounting for 0.2010% of the company's total shares. Given that their funding needs have been basically met, Mr. Wu Jianshu and Mr. Wu Haonian have decided to terminate the aforementioned reduction plan early

The actual controller and vice chairman of Tuopu Group has prematurely terminated the share reduction plan

Tuopu Group announced that the actual controller Wu Jianshu and his concerted actors collectively reduced their holdings by 13.43 million shares, accounting for 0.7728% of the total shares. The reduction occurred from August 29, 2025, to September 10, 2025

The actual controller of Tuopu Group and its concerted parties collectively reduced their holdings by 13.43 million shares

Tuopu Group(601689.SH)