002454 松芝股份
已收盘 10-23 15:00:00
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公司问答丨松芝股份：墨西哥工厂尚未正式开展生产经营活动 尚未产生实际的投入与产出
格隆汇 · 17:15
公司问答丨松芝股份：墨西哥工厂尚未正式开展生产经营活动 尚未产生实际的投入与产出
松芝股份：江淮松芝为公司控股子公司
证券之星 · 16:27
松芝股份：江淮松芝为公司控股子公司
松芝股份：已开发驾驶室、电池、电控二合一或三合一迭代独立式产品
证券之星 · 16:21
松芝股份：已开发驾驶室、电池、电控二合一或三合一迭代独立式产品
松芝股份：墨西哥工厂正处于生产设备调试阶段
证券之星 · 16:21
松芝股份：墨西哥工厂正处于生产设备调试阶段
松芝股份（002454）披露2026年三季度报告，10月22日股价下跌1.15%
证券之星 · 10-22 22:39
松芝股份（002454）披露2026年三季度报告，10月22日股价下跌1.15%
松芝股份(002454)9月30日股东户数2.57万户，较上期减少2.27%
证券之星 · 10-22 17:50
松芝股份(002454)9月30日股东户数2.57万户，较上期减少2.27%
松芝股份(002454.SZ)发布前三季度业绩，归母净利润1.59亿元，同比下降25.12%
智通财经 · 10-22 17:10
松芝股份(002454.SZ)发布前三季度业绩，归母净利润1.59亿元，同比下降25.12%
松芝股份（002454）10月14日主力资金净卖出671.73万元
证券之星 · 10-15
松芝股份（002454）10月14日主力资金净卖出671.73万元
松芝股份（002454）10月9日主力资金净买入811.85万元
证券之星 · 10-12
松芝股份（002454）10月9日主力资金净买入811.85万元
松芝股份（002454）9月30日主力资金净买入4862.68万元
证券之星 · 10-08
松芝股份（002454）9月30日主力资金净买入4862.68万元
松芝股份：已进入江淮尊界供应商体系
证券之星 · 09-30
松芝股份：已进入江淮尊界供应商体系
松芝股份：南昌和佛山工厂已为客户配套生产产品
证券之星 · 09-30
松芝股份：南昌和佛山工厂已为客户配套生产产品
异动快报：松芝股份（002454）9月30日10点7分触及涨停板
证券之星 · 09-30
异动快报：松芝股份（002454）9月30日10点7分触及涨停板
松芝股份（002454）披露2026年员工持股计划开户完成公告，9月28日股价下跌0.58%
证券之星 · 09-28
松芝股份（002454）披露2026年员工持股计划开户完成公告，9月28日股价下跌0.58%
股市必读：松芝股份新发布《第七届董事会第一次会议决议公告》
证券之星 · 09-28
股市必读：松芝股份新发布《第七届董事会第一次会议决议公告》
股市必读：松芝股份新发布《第七届董事会第一次会议决议公告》
证券之星 · 09-24
股市必读：松芝股份新发布《第七届董事会第一次会议决议公告》
松芝股份（002454）披露董事会完成换届选举及聘任高级管理人员、证券事务代表的公告，9月23日股价上涨0.98%
证券之星 · 09-23
松芝股份（002454）披露董事会完成换届选举及聘任高级管理人员、证券事务代表的公告，9月23日股价上涨0.98%
松芝股份（002454）披露2026年第一次临时股东会决议公告，9月9日股价下跌0.19%
证券之星 · 09-09
松芝股份（002454）披露2026年第一次临时股东会决议公告，9月9日股价下跌0.19%
松芝股份新注册《基于PLC的车载空调智能控制软件V1.0》等3个项目的软件著作权
证券之星 · 09-04
松芝股份新注册《基于PLC的车载空调智能控制软件V1.0》等3个项目的软件著作权
股市必读：松芝股份新发布《关于参加2026年上海辖区上市公司集体接待日暨中报业绩说明会活动的公告》
证券之星 · 09-04
股市必读：松芝股份新发布《关于参加2026年上海辖区上市公司集体接待日暨中报业绩说明会活动的公告》
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公司概况
公司名称：
上海加冷松芝汽车空调股份有限公司
所属行业：
汽车制造业
上市日期：
2010-07-20
主营业务：
上海加冷松芝汽车空调股份有限公司的主营业务是移动式热管理相关产品的研发、生产和销售。公司的主要产品是大中型客车空调及电池热管理产品、乘用车和商用车散热器、前端冷却模块以及空调箱产品、冷冻冷藏机组、电动商用车及储能电站电池热管理产品、轨道交通车辆空调产品、电动压缩机产品、热管理相关零配件。
发行价格：
18.20
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16:21","pubTimestamp":1792743675,"startTime":"0","endTime":"0","summary":"证券之星消息，松芝股份10月23日在投资者关系平台上答复投资者关心的问题。其中，在车载电池热管理领域，根据公开披露的定期报告，公司已开发驾驶室、电池、电控二合一或三合一迭代独立式产品。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026102300029002.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0151","BK0264","BK0028","159796","002454"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2677941468","title":"松芝股份：墨西哥工厂正处于生产设备调试阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2677941468","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677941468?lang=zh_cn&edition=full","pubTime":"2026-10-23 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22:39","pubTimestamp":1792679950,"startTime":"0","endTime":"0","summary":"截至2026年10月22日收盘，松芝股份报收于5.14元，较前一交易日下跌1.15%，最新总市值为45.18亿元。该股当日开盘5.2元，最高5.24元，最低5.09元，成交额达7742.48万元，换手率为1.71%。近日，松芝股份披露《2026年三季度报告》。报告显示，2026年第三季度营业收入1,325,392,315.50元，同比下降3.71%；归属于上市公司股东的净利润34,320,507.08元，同比下降51.68%。年初至报告期末营业收入3,871,927,142.44元，同比增长0.06%；归属于上市公司股东的净利润159,387,294.89元，同比下降25.12%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026102200042971.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0028","002454","BK0264","BK0151"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2677569499","title":"松芝股份(002454)9月30日股东户数2.57万户，较上期减少2.27%","url":"https://stock-news.laohu8.com/highlight/detail?id=2677569499","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677569499?lang=zh_cn&edition=full","pubTime":"2026-10-22 17:50","pubTimestamp":1792662646,"startTime":"0","endTime":"0","summary":"证券之星消息，近日松芝股份披露，截至2026年9月30日公司股东户数为2.57万户，较6月30日减少597.0户，减幅为2.27%。在汽车零部件行业个股中，松芝股份股东户数低于行业平均水平，截至9月30日，汽车零部件行业平均股东户数为3.16万户。从股价来看，2026年6月30日至2026年9月30日，松芝股份区间涨幅为17.36%，在此期间股东户数减少597.0户，减幅为2.27%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026102200030636.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002454","BK0028","BK0264","BK0151"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2677295312","title":"松芝股份(002454.SZ)发布前三季度业绩，归母净利润1.59亿元，同比下降25.12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2677295312","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2677295312?lang=zh_cn&edition=full","pubTime":"2026-10-22 17:10","pubTimestamp":1792660210,"startTime":"0","endTime":"0","summary":"智通财经APP讯，松芝股份(002454.SZ)发布2026年第三季度报告，公司前三季度实现营业收入38.72亿元，同比增长0.06%;归属于上市公司股东的净利润1.59亿元，同比下降25.12%;归属于上市公司股东的扣除非经常性损益的净利润1.22亿元，同比下降34.81%;基本每股收益0.18元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1510811.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["002454"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2675379647","title":"松芝股份（002454）10月14日主力资金净卖出671.73万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2675379647","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2675379647?lang=zh_cn&edition=full","pubTime":"2026-10-15 09:18","pubTimestamp":1792027124,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2026年10月14日收盘，松芝股份报收于5.06元，下跌4.53%，换手率3.78%，成交量33.14万手，成交额1.7亿元。近5日资金流向一览见下表：松芝股份融资融券信息显示，融资方面，当日融资买入1519.05万元，融资偿还1634.54万元，融资净偿还115.49万元。松芝股份主营业务：移动式热管理相关产品的研发、生产和销售。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026101500008328.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0264","BK0151","002454","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674847949","title":"松芝股份（002454）10月9日主力资金净买入811.85万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2674847949","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2674847949?lang=zh_cn&edition=full","pubTime":"2026-10-12 09:18","pubTimestamp":1791767930,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2026年10月9日收盘，松芝股份报收于5.51元，下跌3.33%，换手率6.4%，成交量56.11万手，成交额3.07亿元。近5日资金流向一览见下表：松芝股份融资融券信息显示，融资方面，当日融资买入3264.14万元，融资偿还2305.72万元，融资净买入958.42万元。松芝股份主营业务：移动式热管理相关产品的研发、生产和销售。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026101200003192.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0151","BK0264","002454","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2673049408","title":"松芝股份（002454）9月30日主力资金净买入4862.68万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2673049408","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2673049408?lang=zh_cn&edition=full","pubTime":"2026-10-08 09:01","pubTimestamp":1791421303,"startTime":"0","endTime":"0","summary":"证券之星消息，截至2026年9月30日收盘，松芝股份报收于5.61元，上涨10.0%，涨停，换手率2.52%，成交量22.09万手，成交额1.21亿元。近5日资金流向一览见下表：松芝股份融资融券信息显示，融资方面，当日融资买入427.43万元，融资偿还1511.19万元，融资净偿还1083.76万元。松芝股份主营业务：移动式热管理相关产品的研发、生产和销售。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026100800002837.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0151","BK0028","BK0264","002454"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671764762","title":"松芝股份：已进入江淮尊界供应商体系","url":"https://stock-news.laohu8.com/highlight/detail?id=2671764762","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2671764762?lang=zh_cn&edition=full","pubTime":"2026-09-30 15:21","pubTimestamp":1790752865,"startTime":"0","endTime":"0","summary":"证券之星消息，松芝股份(002454)09月30日在投资者关系平台上答复投资者关心的问题。投资者提问：尊界将要推出SUV、豪华运动等多款车型，贵公司有没有把握住机会？松芝股份回复：感谢您的关注！公司已进入江淮尊界的供应商体系，并已为客户的部分高端车型配套生产包括HVAC在内的乘用车热管理产品，公司将持续紧抓客户需求，积极挖掘业务机会，努力获取更多项目订单。谢谢！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：沈彬","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026093000018826.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0028","002454","BK0264","BK0151"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671769422","title":"松芝股份：南昌和佛山工厂已为客户配套生产产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2671769422","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2671769422?lang=zh_cn&edition=full","pubTime":"2026-09-30 15:18","pubTimestamp":1790752701,"startTime":"0","endTime":"0","summary":"证券之星消息，松芝股份(002454)09月30日在投资者关系平台上答复投资者关心的问题。投资者提问：贵公司的南昌和佛山工厂目前量产没，产能利用率怎么样？松芝股份回复：感谢您的关注！在乘用车热管理业务板块，公司的南昌和佛山工厂已为客户配套生产产品。在产能方面，基于业务发展情况及客户订单需求，公司合理安排产能规划并动态调整产能投放，有序推进生产制造与交付产品。谢谢！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：沈彬","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026093000018793.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0028","002454","BK0264","BK0151"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671219002","title":"异动快报：松芝股份（002454）9月30日10点7分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2671219002","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2671219002?lang=zh_cn&edition=full","pubTime":"2026-09-30 10:10","pubTimestamp":1790734242,"startTime":"0","endTime":"0","summary":"证券之星9月30日盘中消息，10点7分松芝股份（002454）触及涨停板。其所属行业汽车零部件目前上涨。领涨股为松原安全。该股为新能源车零部件，汽车零部件，新能源汽车概念热股，当日新能源车零部件概念上涨0.86%，汽车零部件概念上涨0.81%，新能源汽车概念上涨0.75%。9月29日的资金流向数据方面，主力资金净流出362.13万元，占总成交额10.97%，游资资金净流入89.37万元，占总成交额2.71%，散户资金净流入272.76万元，占总成交额8.26%。近5日资金流向一览见下表：松芝股份主要指标及行业内排名如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026093000010759.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0028","002454","BK0264","BK0151"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670782235","title":"松芝股份（002454）披露2026年员工持股计划开户完成公告，9月28日股价下跌0.58%","url":"https://stock-news.laohu8.com/highlight/detail?id=2670782235","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670782235?lang=zh_cn&edition=full","pubTime":"2026-09-28 17:56","pubTimestamp":1790589371,"startTime":"0","endTime":"0","summary":"截至2026年9月28日收盘，松芝股份报收于5.11元，较前一交易日下跌0.58%，最新总市值为44.92亿元。松芝股份当日发布《关于2026年员工持股计划开户完成的公告》。公告显示，上海加冷松芝汽车空调股份有限公司于2026年9月23日完成2026年员工持股计划证券账户的开立，账户名称为“上海加冷松芝汽车空调股份有限公司－2026年员工持股计划”，账户号码为0899588345。截至公告日，该持股计划尚未持有公司股票。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026092800023833.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0151","BK0028","002454","BK0264"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670401574","title":"股市必读：松芝股份新发布《第七届董事会第一次会议决议公告》","url":"https://stock-news.laohu8.com/highlight/detail?id=2670401574","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2670401574?lang=zh_cn&edition=full","pubTime":"2026-09-28 03:09","pubTimestamp":1790536152,"startTime":"0","endTime":"0","summary":"公司公告汇总第七届董事会第一次会议决议公告松芝股份于2026年9月21日召开第七届董事会第一次会议，选举陈焕雄为公司董事长，纪安康为副董事长；聘任纪安康为公司总裁，黄国强、崔长海、李钢、陈睿、李力为副总裁，陈睿为财务总监及董事会秘书，戚师乔为证券事务代表；同时确定战略发展与ESG委员会、薪酬与考核委员会、审计委员会、提名委员会召集人及成员。上述人员任期三年，自本次董事会审议通过之日起至第七届董事会届满之日止。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026092800001541.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002454","BK0151","BK0264","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669435374","title":"股市必读：松芝股份新发布《第七届董事会第一次会议决议公告》","url":"https://stock-news.laohu8.com/highlight/detail?id=2669435374","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669435374?lang=zh_cn&edition=full","pubTime":"2026-09-24 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22:33","pubTimestamp":1790173995,"startTime":"0","endTime":"0","summary":"截至2026年9月23日收盘，松芝股份报收于5.13元，较前一交易日上涨0.98%，最新总市值为45.1亿元。近日，松芝股份发布《关于董事会完成换届选举及聘任高级管理人员、证券事务代表的公告》。公告显示，公司于2026年9月8日召开临时股东会，完成第七届董事会换届选举，选举陈焕雄为董事长，纪安康为副董事长，董事会由9名成员组成，包括6名非独立董事、3名独立董事及1名职工代表董事。董事会专门委员会成员同步确定。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026092300041315.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["161027","BK0151","002454","BK0264","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666458117","title":"松芝股份（002454）披露2026年第一次临时股东会决议公告，9月9日股价下跌0.19%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666458117","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666458117?lang=zh_cn&edition=full","pubTime":"2026-09-09 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