Tuopu Group 拓普集团
An unverified report first seen on 18 Sep 2026, status unverified, said that 特斯拉 had started a new round of production audits for its robot business, with orders already placed with supply chain companies. 特斯拉 had not responded to the report. 拓普集团, a supply chain company, said it had not received any notification of a factory audit by 特斯拉. Two broker reports were published since 31 May 2026, the latest on 4 Sep 2026.
18日首次披露的一则未经验证的报道称，特斯拉已于9月16日落地宁波，并于9月17日开启新一轮针对旗下机器人业务的量产审厂；特斯拉此轮审厂将实质导向机器人Optimus的量产，目前已经向供应链企业下达相关订单。特斯拉未回应相关情况。记者还以投资者身份致电总部位于宁波的拓普集团、均胜电子等公司询问相关情况。拓普集团接电工作人员回复称，暂时没有接到特斯拉团队审厂的相关通知。自5月31日以来，共有2家券商发布了2份研究报告，最新的报告发布于9月4日。
Price History 价格走势
250 trading days 个交易日 · High 最高 ¥82.86 · Low 最低 ¥41.93| Measure 指标 | This Company 本公司 | Peer Median 同业中值 | Standing 排位 | |
|---|---|---|---|---|
| Market Cap 市值 | ¥808亿 | ¥49亿 | 3rd highest of 275 · 275 家中第 3 高 | |
| Trailing P/E 市盈率 | 32.2x | 30.9x | 108th highest of 226 · 226 家中第 108 高 | |
| P/B 市净率 | 3.3x | 2.4x | 81st highest of 274 · 274 家中第 81 高 | |
| Revenue Growth 营收增速 | 9.8% | 5.8% | 99th highest of 275 · 275 家中第 99 高 | |
| Profit Growth 净利增速 | -21.0% | -10.4% | 111th lowest of 275 · 275 家中第 111 低 | |
| Gross Margin 毛利率 | 18.8% | 19.1% | 133rd lowest of 275 · 275 家中第 133 低 | |
| Net Margin 净利率 | 7.2% | 5.6% | 101st highest of 275 · 275 家中第 101 高 | |
| Return on Equity 净资产收益率 | 4.2% | 3.0% | 103rd highest of 274 · 274 家中第 103 高 | |
| Debt to Assets 资产负债率 | 43.0% | 42.5% | 133rd highest of 275 · 275 家中第 133 高 | |
| Grade Score 评级得分 | 61 | 52 | 78th highest of 275 · 275 家中第 78 高 |
Statement figures are for the period to 30 Jun 2026, filed by 275 of 275 peers. A rank needs 5 or more peers with a value. A company with no earnings has no P/E. 报表数据为截至 30 Jun 2026 的期间，275 家同业中 275 家已披露。排位至少需要 5 家有数据的同业；无盈利的公司没有市盈率。
| Peer 同业 | Market Cap | P/E | P/B | Revenue Growth | Net Margin | ROE | Grade |
|---|---|---|---|---|---|---|---|
| Weichai Power 潍柴动力 | ¥2,127亿 | 16.4x | 2.2x | 8.8% | 7.7% | 8.0% | C |
| Fuyao Glass Industry Group 福耀玻璃 | ¥1,381亿 | 16.3x | 3.6x | 2.4% | 18.1% | 10.3% | C |
| Tuopu Group 拓普集团 | ¥808亿 | 32.2x | 3.3x | 9.8% | 7.2% | 4.2% | C |
| Huizhou Desay SV Automotive 德赛西威 | ¥477亿 | 19.3x | 3.0x | 1.8% | 8.2% | 8.0% | C |
| Huayu Automotive Systems 华域汽车 | ¥472亿 | 6.8x | 0.7x | -1.4% | 3.6% | 3.9% | D |
| Sailun Group 赛轮轮胎 | ¥434亿 | 11.3x | 1.9x | 13.9% | 11.0% | 9.6% | C |
| Zhongce Rubber 中策橡胶 | ¥387亿 | 9.1x | 1.5x | 7.4% | 10.4% | 9.5% | C |
| Joyson Electronics 均胜电子 | ¥372亿 | 27.2x | 2.2x | -7.4% | 3.1% | 4.2% | D |
| Wanxiang Qianchao 万向钱潮 | ¥363亿 | 34.5x | 4.4x | -12.8% | 9.2% | 6.4% | D |
| Suzhou Inovance Automotive 联合动力 | ¥337亿 | 67.9x | 3.5x | 4.0% | -0.9% | -0.9% | E |
| Zhejiang Shuanghuan Driveline 双环传动 | ¥330亿 | 25.9x | 3.2x | 7.8% | 13.6% | 5.7% | C |
| Zhejiang Sling Intelligent Drive Group 斯菱智驱 | ¥306亿 | 203.4x | 16.7x | 7.6% | 18.3% | 4.2% | C |
| Xinquan Automotive Trim 新泉股份 | ¥299亿 | 37.1x | 3.8x | 7.4% | 5.2% | 5.5% | D |
| Zhejiang Yinlun Machinery 银轮股份 | ¥291亿 | 30.1x | 3.9x | 25.9% | 5.7% | 5.8% | C |
Peers are listed by market cap, with this company highlighted. 同业按市值排列，本公司高亮显示。