A-shares auto parts companies will see steady overall performance in 2025

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Among 35 listed companies that have already released annual reports, 18 achieved year-over-year growth in both revenue and net profit attributable to shareholders of the parent company

Recently, the annual reports of listed companies for 2025 have been released one after another. According to data from Eastmoney Choice, as of 15:00 on March 30, 35 listed companies in China’s A-share auto parts sector (CITIC SW secondary industry) have already published their 2025 annual reports.

Judging from the specific figures disclosed in the financial reports, 18 companies saw year-over-year growth in both operating revenue and net profit attributable to shareholders of the parent company in 2025, while net profit attributable to shareholders of the parent company of 14 companies declined year over year.

In an interview with a reporter from The Securities Daily, Gao Zelong, secretary-general of the New Quality Productive Forces Committee of the China Private Enterprises Association for Science and Technology, said: “In 2025, the overall performance of the A-share auto parts sector showed the characteristics of ‘steady progress with increasing differentiation.’ Among them, leading companies are anchored in their core businesses and, relying on technological accumulation and product-matrix advantages, are gradually achieving simultaneous improvement in operating scale and profitability quality.”

This industry characteristic is closely related to profound changes in the global automotive industry.

Over the past two years, the penetration rate of new energy vehicles has continued to rise, while intelligent driving technology has accelerated in iteration and rollout, bringing brand-new opportunities for transformation, upgrading, and development in the auto parts industry. Global automotive information platform MarkLines and the China Association of Automobile Dealers’ Passenger Car Market Information Joint Meeting show that in 2025, global new energy vehicle sales reached 22.62 million units, up 29.04% year over year. Strong market demand has provided ample room for parts companies to transform and upgrade.

Gao Zelong further analyzed: “At present, while the global automotive industry is advancing electrification, it has also entered a stage of structural adjustment. The industry is integrating into the intelligent wave at an unprecedented speed and depth. From traditional auto parts to new-energy core systems, and then to the emerging robotics field, business transformation and upgrading has become a new industry development trend.”

Against this backdrop, leading auto parts companies have stepped up efforts in business expansion, product R&D, and capacity planning. Taking advantage of their own strengths, they strategically move into fields such as embodied intelligence and humanoid robots, actively expanding into new growth curves.

Specifically, the 2025 annual report of Shuanglin Shares Co., Ltd. shows that the company has made significant progress in lead screws and joint module products for humanoid robots. At present, it has developed reverse planetary roller screw products for linear motion joint modules for the upper and lower limbs of humanoid robots. It has also successfully developed complete assemblies such as linear joint modules, rotational joint modules, dexterous hands, and finger push-rod modules for humanoid robots. All core components have achieved independent and controllable supply.

The annual report of Ningbo Tuopu Group Co., Ltd. indicates that, leveraging its deep accumulation in the integrated brake system (IBS) domain for electronic control braking, the company has extended product R&D to core components such as rotary actuators and dexterous hand motors. On that basis, key areas including robot body structural components, sensors, foot shock absorbers, and electronic flexible skins have been expanded, accelerating the building of a fully covered, platform-based product matrix for its robot business.

Several interviewed experts believe that auto parts companies have process advantages in high-precision parts machining and consistent batch production. Supported by supply-chain integration capabilities built upon the industrial chain, as well as solid industrial foundations in the field of electromechanical integration, they can effectively help them continuously deepen their electrification and intelligence-oriented layout, firmly seize opportunities for industry growth, and capture an early lead in development amid the trend of increasing industry differentiation.

In an interview with a reporter from The Securities Daily, Yuan Shuai, deputy secretary-general of the Zhongguancun Internet of Things Industry Alliance, said: “In the future, as intelligent and electrified transformations continue to go deeper, the leading-company effect in the auto parts industry may become even more pronounced. Companies that have core technologies and cross-domain integration capabilities are expected to enjoy even greater room for development.”

(Source: The Securities Daily)

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