On August 26, Daimay Shares rose 0.28%. The trading value was RMB 261 million, the turnover rate was 1.11%, and the total market value was RMB 22.968 billion.

Anomaly analysis

Tesla concept + expected profit increase for 2026 interim report + Changan Automobile concept + new energy vehicles + benefit from RMB depreciation

1. The company has successfully entered Tesla, NIO, XPeng and other high-quality new car-making forces’ parts supply systems, capturing the leading position and laying a solid foundation for the industry’s explosive growth in the future.

2. The company expects performance from 2026-01-01 to 2026-06-30: net profit attributable to shareholders of the parent company of RMB 40,000.00 million to RMB 43,000.00 million, representing a growth rate of 65.75% to 78.18%; prior-year同期 performance: net profit attributable to shareholders of the parent company of RMB 24,132.63 million, and basic earnings per share of RMB 0.11;

3. According to the company’s disclosure in the 2023 interim report: In the domestic market, the company mainly supplies supporting products to domestic leading automakers such as SAIC-GM, FAW-Volkswagen, SAIC Volkswagen, Changan Ford, Dongfeng Nissan, Dongfeng Motor Shenlong, Beijing Mercedes-Benz, Great Wall, NIO, XPeng, Li Auto, etc.

4. September 19, 2025, on the Interactive Platform: The company’s domestic NEV customers include leading automotive enterprises such as NIO, XPeng, Li Auto, BYD, Seres, etc.

5. According to the company’s 2024 annual report, the overseas revenue share was 85.35%, benefiting from the depreciation of the RMB.

(Disclaimer: The analysis content is sourced from the internet and does not constitute investment advice. Investors should make independent judgments based on different market conditions.)

Capital flow analysis

Today’s net inflow from main funds was RMB 11.2838 million, accounting for 0.04%; the industry ranking was 20/274. For two consecutive days, main funds have increased their holdings. The industry’s net inflow from main funds was RMB 88.8688 million for two consecutive days, with main funds increasing holdings.

In the interval: main funds net inflow today, over the last 3 days, 5 days, 10 days, and 20 days: RMB 11.2838 million, RMB 11.2332 million, RMB 4.1611 million, -RMB 43.3437 million, -RMB 120 million. Main fund holdings

The main players do not have controlling power; the distribution of trading lots is highly scattered. The main players’ transaction amount was RMB 53.1285 million, accounting for 6.19% of the total transaction amount.

Technical analysis: The average trading cost of the trading lots is RMB 10.64

The stock’s average trading cost for the trading lots is RMB 10.64. Recently, the stock has quickly accumulated positions; for short-term trading, the recommendation is to pay attention. Currently, the stock price is close to the support level at 10.65; note that if the support level holds for a rebound, it may continue to rebound. If the stock breaks below the support level, it may start a new round of downward trend.

Company profile

According to available information, Shanghai Daimay Automobile Interior Parts Co., Ltd. is located at No. 1299 Lianxi Road, Beicai Town, Pudong New Area, Shanghai. It was established on February 20, 2001, and was listed on July 28, 2017. The company’s main business involves the R&D, production, and sales of auto components. The revenue structure of the main businesses is as follows: sun visors 62.74%, headrests 21.23%, central controllers for roof linings 7.81%, roof lining and roof system integrated products 7.21%, other (supplement) 0.68%, and other 0.33%.

Daimay Co., Ltd. belongs to the Shenwan industry category: Auto - Auto Components - Body attachments and trim. Concept sectors include: pre-profit/pre-increase, auto components, electronic leather skin, robotics concept, going-abroad concept, etc.

As of March 31, the number of shareholders of Daimay Co., Ltd. was 21.0 thousand, up 1.92% from the previous period; the average tradable shares per shareholder were 102,162 shares, down 1.89% from the previous period. From January to March 2026, Daimay Co., Ltd. achieved operating revenue of RMB 1.539 billion, down 3.36% year over year; attributable net profit was RMB 186 million, down 10.79% year over year.

Regarding dividends, after Daimay Co., Ltd. listed its A-shares, the company has cumulatively distributed cash dividends of RMB 3.353 billion. In the past three years, the cumulative cash dividends amounted to RMB 1.624 billion.

Institutional holdings: As of March 31, 2026, among the top 10 tradable shareholders of Daimay Co., Ltd., Hong Kong Securities Clearing Company Limited ranks sixth as a tradable shareholder, holding 19.5547 million shares, down 10.7855 million shares from the previous period. ABCS New Energy Hybrid A (002190) ranks ninth, holding 8.1186 million shares, and is a new entrant. 广发稳健增长混合A (270002) has exited the list of the top 10 tradable shareholders.

Disclaimer: The market involves risks; investment should be made with caution. This article is published based on data from third-party databases and does not represent the opinions of Sina Finance. Any information appearing in this article is for reference only and does not constitute personal investment advice. If there are discrepancies, please refer to the actual announcements. If you have any questions, please contact biz@staff.sina.com.cn.