| 证券代码：600933 | 证券简称：爱柯迪 | 公告编号：临 2025-142 | | --- | --- | --- | | 转债代码：110090 | 转债简称：爱迪转债 | | 一、募集资金投资项目概述 （一）可转换公司债券募集资金投资项目 经中国证券监督管理委员会《关于核准爱柯迪股份有限公司公开发行可转换 公司债券的批复》（证监许可[2022]1917 号）核准，公司获准向社会公开发行面 值总额为 1,570,000,000.00 元的可转换公司债券，期限 6 年。公司本次发行可 爱柯迪股份有限公司 关于募集资金投资项目延期的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 可转换公司债券募集资金投资项目"爱柯迪智能制造科技产业园项目" 预计项目达到预定可使用状态日期由 2026 年 1 月延期至 2027 年 1 月。 向特定对象发行 A 股股票募集资金投资项目"新能源汽车结构件及三电 系统零部件生产基地"预计项目达到预定可使用状态日期由 2026 年 3 月延期至 2027 年 3 月。 ...

Core Viewpoint - The zinc alloy die-casting industry in China is experiencing steady growth, driven by a robust manufacturing base and increasing demand for high-end manufacturing, with market size projected to reach 452.2 billion yuan by 2025 [1][6]. Industry Overview - Zinc alloy die-casting is a significant metal forming process widely used in automotive, electronics, and construction sectors due to its excellent performance [1][6]. - China remains the largest producer of zinc alloy die-casting parts globally, with a production volume of 940,000 tons and a market size of 437 billion yuan in 2024 [1][6]. Production and Demand - The operating rate of the zinc alloy die-casting industry in China reached 43.21% in 2024, with production expected to increase to 981,000 tons and demand to 921,000 tons by 2025 [1][6]. - The market size is projected to grow from 437 billion yuan in 2024 to 452.2 billion yuan in 2025 [1][6]. Industry Chain - The upstream of the zinc alloy die-casting industry includes raw materials like zinc, aluminum, magnesium, and copper, as well as key equipment such as die-casting machines [6]. - The midstream involves the production and processing of zinc alloy die-casting parts, while the downstream applications span automotive, 3C electronics, hardware, toys, and luggage [6]. Application Fields - The demand distribution for zinc alloy die-casting in 2024 shows that the automotive sector accounts for 16.75%, 3C electronics for 32.21%, hardware for 26.75%, toys for 6.34%, and luggage for 3.35% [8]. - By 2025, the automotive sector's demand is expected to rise to 16.99%, while 3C electronics will slightly decrease to 32.11% [8]. Competitive Landscape - The zinc alloy die-casting industry in China has a low concentration, with many small and medium enterprises facing challenges due to funding and technology limitations [9]. - Companies with advanced precision die-casting technology and stable processes will maintain competitive advantages, while those lacking core competencies may struggle [9]. Key Enterprises - Major companies in the zinc alloy die-casting industry include Shanghai Dongyan, Aikodi Fule, Jiyang Precision, and Fengguang Precision, among others [9][10]. - Aikodi Fule specializes in precision die-casting and has production facilities in China and Malaysia, focusing on high-end applications [10]. - Jiyang Precision engages in the production of aluminum and zinc alloy die-casting parts, serving clients in the automotive and electronics sectors [12]. - Fengguang Precision is involved in precision machining and die-casting, with a focus on various industries including semiconductors and automotive [13]. Industry Development Trends - The zinc alloy die-casting technology is expected to innovate continuously, enhancing production efficiency and product quality [14]. - The industry will increasingly focus on environmental sustainability and green production methods in response to stricter environmental regulations [14]. - The rapid development of sectors like new energy vehicles and smart home technology will expand the application fields for zinc alloy die-casting [14].

Group 1 - Xusheng Group's actual controller has changed to the Guangzhou Municipal Government, with stock resuming trading on December 23, 2025 [1] - Lingyun Light plans to invest up to $5 million in the IPO of Zhipu Hong Kong as a cornerstone investor [1] - Ningbo Huaxiang's subsidiary has signed a strategic cooperation agreement with Dahuan Robotics to enhance collaboration in the development of dexterous hands [2] Group 2 - Hualian Holdings intends to acquire 100% of the Canadian company Argentum Lithium S.A. for $175 million, which is approximately 1.235 billion yuan [3] - Shiyuan Zhaoye plans to raise no more than 550 million yuan through a convertible bond issuance for the Zhuhai Shiyuan Jingguan Garden project [4] - ST Quanwei and its subsidiary are involved in a civil mediation agreement involving 69.0158 million yuan [4] Group 3 - Jiao Jian Co.'s actual controller has been subjected to criminal coercive measures, but the company's control has not changed [5] - Tianji Technology is facing a lawsuit for alleged collusion in bidding, but its operations remain normal [5] - Jinpan Technology plans to issue 1.672 billion yuan in convertible bonds for data center power modules and other projects [5] Group 4 - Hongqi Chain's shareholder Yonghui Supermarket plans to reduce its stake by up to 3% [6] - Shuangqiang Technology's director did not implement a planned share reduction [7] - Zhuoran Co.'s subsidiary has signed a significant order worth 4.033 billion yuan [8] Group 5 - ST Zhitong's stock will have its risk warning lifted on December 24, 2025, with a change in trading limits [9] - Yingwei Co. plans to reduce its stake by up to 0.56% [10] - Huaxia Happiness's board rejected five temporary proposals from China Ping An Life Insurance [11] Group 6 - China Nonferrous Metals plans to acquire 99.9% of Raura Company for $106 million [11] - Sanhua Intelligent Control expects a net profit of 3.874 billion to 4.649 billion yuan for 2025, a year-on-year increase of 25% to 50% [11] - Chaoxun Communication received a government subsidy of 18.0455 million yuan [12] Group 7 - Jiangfeng Electronics plans to transfer 4% of Shanghai Runping's equity for 60 million yuan [12] - Dingyang Technology has launched a 20 GHz high-bandwidth digital oscilloscope [13] - Linyi Intelligent plans to acquire 35% of Dongguan Liminda Electronics for 875 million yuan [14] Group 8 - Trina Solar has sold its U.S. 5GW module factory to T1, receiving $100 million in cash and shares [14] - Aihua Packaging's major shareholder reduced its stake by 700,000 shares during the stock's abnormal fluctuation period [14] - China Merchants Bank has approved a comprehensive credit limit of 165 billion yuan for China Merchants Group [15] Group 9 - Lingwei Technology plans to acquire 70% of Jiangsu Huimai for 50.2 million yuan [16] - Yongding Co. is increasing its capital by 600 million yuan for its polysilicon subsidiary [19] - Zhong'an Technology's subsidiary is voluntarily extending its share lock-up period by six months [19] Group 10 - Xiangyu Medical's brain-computer interface products have entered over 500 top-tier hospitals, with a target of 700 by the Spring Festival [18] - Wenda Technology's major shareholder has terminated its share reduction plan [18] - Wenta Technology's major shareholder reduced its stake by 1.2097 million shares [18]

ঃቄঊ˄ᆱ⌒˅㋮ᇶᵪ⭥ᴹ䲀ޜਨ Ӕࢢ䗷ᵏ࡙⏖㺘Ⲵу亩ᇑ䇑ᣕ ҼƻҼӄᒤа㠣ҍᴸ ঃቄঊ˄ᆱ⌒˅㋮ᇶᵪ⭥ᴹ䲀ޜਨ Ӕࢢ䗷ᵏ࡙⏖㺘Ⲵу亩ᇑ䇑ᣕ ˄2025 ᒤ 01 ᴸ 01 ᰕ㠣 2025 ᒤ 9 ᴸ 30 ᰕ→˅ | | ⴞᖅ | 亥⅑ | | | --- | --- | --- | --- | | аǃ | у亩ᇑ䇑ᣕ੺ | | 1-3 | | Ҽǃ | Ӕࢢ䗷⑑ᵏ࡙⏖㺘 | | 1 | | йǃ | Ӕࢢ䗷⑑ᵏ࡙⏖㺘䱴⌘ | | 1-34 | у亩ᇑ䇑ᣕ ؑՊᐸᣕᆇ[2025]ㅜ ZA15267 ਧ ⡡ḟ䘚㛑ԭᴹ䲀ޜਨޘփ㛑ь˖ ᡁԜ᤹➗ѝഭ⌘Պ䇑ᐸᇑ䇑߶ࡉⲴ㿴ᇊᢗ㹼Ҷᇑ䇑ᐕDŽᇑ䇑 ᣕⲴĀ⌘Պ䇑ᐸሩӔࢢ䗷ᵏ࡙⏖㺘ᇑ䇑Ⲵ䍓ԫā䜘࠶䘋а↕䱀 䘠ҶᡁԜ൘䘉Ӌ߶ࡉлⲴ䍓ԫDŽ᤹➗ѝഭ⌘Պ䇑ᐸ㙼ъ䚃ᗧᆸࡉˈ ᡁԜ⤜・Ҿঃቄঊˈᒦን㹼Ҷ㙼ъ䚃ᗧᯩ䶒ⲴަԆ䍓ԫDŽᡁԜؑˈ ᡁԜ㧧ਆⲴᇑ䇑䇱ᦞᱟ࠶ݵǃ䘲ᖃⲴˈѪਁ㺘ᇑ䇑㿱ᨀҶสDŽ йǃ ަԆһ亩üüሩᇑ䇑ᣕⲴ࠶ਁ઼֯⭘Ⲵ䲀ࡦ ᵜᣕӵ⡡ḟ䘚㛑ԭᴹ䲀ޜਨ˄ԕлㆰ〠⡡ḟ䘚˅ਁ㹼㛑ԭ৺ ᭟Ԉ⧠䠁䍝Ҡ䍴ӗᒦए䳶䝽྇䍴䠁ᡰ䍝ҠḷⲴ䍴ӗҾ䗷ᵏⲴᦏ⳺ ⣦ߥѻⴞⲴ৲㘳֯⭘ˈнᗇ⭘ަԆԫ ...

| 证券代码：600933 | 证券简称：爱柯迪 | 公告编号：临 2025-140 | | --- | --- | --- | | 转债代码：110090 | 转债简称：爱迪转债 | | 爱柯迪股份有限公司 关于发行股份及支付现金购买资产并募集配套资金 之标的资产过渡期损益情况的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 爱柯迪股份有限公司（以下简称"公司"）通过发行股份及支付现金的方式 购买卓尔博（宁波）精密机电股份有限公司（以下简称"卓尔博"）71%股权（以 下简称"标的资产"），同时公司拟发行股份募集配套资金（以下简称"本次交 易"）。本次交易相关标的资产已完成交割过户，现将本次交易标的资产过渡期 间损益相关情况公告如下： 立信会计师事务所（特殊普通合伙）对卓尔博过渡期间损益进行了审计，出 具了《卓尔博（宁波）精密机电有限公司交割过渡期利润表的专项审计报告》（信 会师报字[2025]第 ZA15267 号）。根据上述审计报告，过渡期内，定价基准日至 交割日公允价值持续计算下卓尔博在过渡期内实现归属于母公司所有 ...

Group 1 - Aikodi's shareholders plan to reduce their holdings by no more than 3% of the company's shares [1] - Hangxin Technology received a warning letter from the Guangdong Securities Regulatory Bureau for failing to timely disclose new borrowing matters [1] - Tianchuang Fashion is planning a change of control, resulting in a stock suspension [1] Group 2 - Blue Sky Gas's controlling shareholder, Blue Sky Group, has nearly all of its shares pledged and frozen, with an additional 37.1843 million shares newly pledged [1] - As of December 18, 2025, Blue Sky Group and its actual controller, Li Xinhua, have most of their shares pledged and frozen, with a total of 215 million shares under pending freezing and 6.5561 million shares judicially marked [1] Group 3 - Several convertible bonds are undergoing strong redemption, including the Bo23 Convertible Bond and the Furong Convertible Bond [1] - Other convertible bonds, such as the Lege Convertible Bond and the Shenghong Convertible Bond, will not undergo adjustments [1] Group 4 - The current prices and redemption prices of various convertible bonds are listed, with specific details on their last trading dates and conversion values [4][6]

Key Points - The core message of the news highlights significant corporate announcements, including investments, project contracts, share buybacks, and equity transfers across various companies in the industry. Group 1: Corporate Announcements - Zhuoran Co., Ltd. and its actual controller received a notice of case filing [1] - Huati Technology clarified that it is not involved in commercial aerospace-related businesses [1] Group 2: Project Investments - Qingdao Port plans to invest CNY 90.97 billion in the construction of the first phase of the Dongjiakou Container Terminal project [1] - Qingdao Port also intends to invest CNY 66.15 billion in the construction of the Dongjiakou General Terminal project [1] - Jinggong Technology's subsidiary plans to invest in the construction of an intelligent manufacturing base for advanced composite materials [1] Group 3: Contract Awards - Shandong Road and Bridge's subsidiary is expected to win a construction project for the Weifang to Yiyuan Expressway with a bid price of CNY 3.4 billion [1] - Tianjin Port won a procurement project for gantry cranes worth CNY 89.7655 million [1] - Tianjin Port also secured a procurement project for door machines valued at CNY 185 million [1] - Dayu Water-saving is part of a consortium that is expected to win a drainage remediation project in Hainan Province [1] Group 4: Equity Transfers - Sanyuan Co., Ltd. plans to transfer 10% of Sanyuan Dehong's equity to Nanjiao Farm for CNY 26.8515 million [1] - Huayuan Holdings' subsidiary intends to acquire 51% of Warm Core Technology [1] - Qiyiyi plans to acquire 52.4596% of Fangzhou Technology and provide additional capital [1] Group 5: Share Buybacks - Baiao Chemical has repurchased a total of 11.3876 million shares of the company [2] Group 6: Shareholding Changes - Sanwei Communication's chairman and general manager Li Yuelun plans to reduce his holdings by up to 1.4906% [3] - Aikedi's Hong Kong Lingtuo intends to reduce its holdings by up to 2.9882% [3] Group 7: Other Financial Activities - Chongqing Steel plans to raise no more than CNY 1 billion through a private placement to Huabao Investment [3] - Bolivi plans to raise no more than CNY 650 million through a private placement [3] - Jinggu Co., Ltd. received a notification for the Avatar low-carbon wheel project [3]

Key Points - Zoran Co., Ltd. and its actual controller received a notice of case filing [1] - Huati Technology clarified that it is not involved in commercial aerospace-related businesses [1] Investment Projects - Qingdao Port plans to invest CNY 9.097 billion in the construction of the first phase of the Dongjiakou Container Terminal [1] - Qingdao Port also plans to invest CNY 6.615 billion in the construction of the Dongjiakou General Terminal [1] - Jinggong Technology's subsidiary plans to invest in the construction of an intelligent manufacturing base for advanced composite materials [1] Contract Awards - Shandong Road and Bridge's subsidiary is expected to win a construction project for the Weifang to Yiyuan Expressway with a bid price of CNY 3.4 billion [1] - Tianjin Port won a procurement project for gantry cranes worth CNY 89.7655 million [1] - Tianjin Port also won a procurement project for door machines worth CNY 185 million [1] - Dayu Water-saving is expected to win a drainage remediation project in Hainan Province's Qionghai East Sea Village [1] Equity Transfers - Sanyuan Co., Ltd. plans to transfer 10% of Sanyuan Dehong's equity to Nanjiao Farm for CNY 26.8515 million [1] - Huayuan Holdings' subsidiary plans to acquire 51% of Warm Core Technology [1] - Qiyiyi plans to acquire 52.4596% of Fangzhou Technology and provide additional capital [1] Share Buybacks - Baiao Chemical has repurchased a total of 11.3876 million shares [2] Shareholding Changes - Sanwei Communication's chairman and general manager Li Yuelun plans to reduce his holdings by up to 1.4906% [2] - Aikedi's Hong Kong Lintuo plans to reduce its holdings by up to 2.9882% [2] Other Financial Activities - Chongqing Steel plans to raise no more than CNY 1 billion through a private placement to Huabao Investment [2] - Bolivi plans to raise no more than CNY 650 million through a private placement [2] - Jingu Co., Ltd. received a notification for the Avatar low-carbon wheel project [2]

来源：金综科技 12月19日，爱柯迪(600933.SH)发布公告，香港领拓拟通过集中竞价或大宗交易方式减持公司股份不超 过3078.31万股，即不超过公司目前总股本的2.9882%。盛洪拟通过集中竞价交易方式减持公司股份不超 过1万股，不超过公司目前总股本的0.0010%。领爱私享1号拟通过集中竞价交易方式减持公司股份不超 过11.09万股，不超过公司目前总股本的0.0108%。 | 证券代码:600933 | 证券简称:爱柯迪 公告编号:临 2025-139 | | --- | --- | | 转债代码:110090 | 转债简称:爱迪转债 | 公告称，本次减持计划是香港领拓及其一致行动人根据香港领拓实际控制人家庭资产规划及资金需求而 作出的，不会对公司治理结构、股权结构及持续经营情况产生重大影响。 在减持期间内，香港领拓及其一致行动人将依据自身资金安排、股票价格、监管政策等因素，决定是否 实施及如何实施本次股份减持计划，减持的数量及价格具有不确定性。 特别声明：以上内容仅代表作者本人的观点或立场，不代表新浪财经头条的观点或立场。如因作品内 容、版权或其他问题需要与新浪财经头条联系的，请于上述内容发布后的 ...

Core Viewpoint - On December 19, a total of 13 A-share listed companies disclosed plans for share reductions, with no companies announcing share increases on the same day [1] Group 1: Companies and Their Reduction Plans - Longxin Zhongke: Multiple shareholders plan to reduce their holdings by no more than 0.89% [2] - Yiwei Communication: Actual controller Li Yuelun intends to reduce holdings by no more than 1.49% [2] - Huashu Media: Shareholder Xihu Electronics Group plans to reduce holdings by no more than 1% [2] - Huaying Technology: Shareholder China Display Technology (Baimu Da) will passively reduce holdings by no more than 0.36% [2] - Dingxin Communication: Shareholder Wang Tianyu plans to reduce holdings by no more than 3% [2] - Baili Technology: Directors and executives intend to reduce holdings by no more than 0.0186% [2] - Suzhou Tianmai: Shareholder plans to reduce holdings by no more than 1.99% [2] - Yongfu Co.: Controlling shareholder plans to reduce holdings by no more than 3% [2] - Tongyi Co.: Controlling shareholder, directors, and senior management are reducing shares [2] - Aikedi: Shareholder Hong Kong Lingtai and its concerted parties plan to reduce holdings by no more than 3% [2] - Yuanwang Valley: Shareholder Xu Yusuo intends to reduce holdings by no more than 3% [2] - Nengzhun: Shareholder Aopeng Partnership plans to reduce holdings by no more than 1% [2] - Juguang Technology: Shareholder plans to reduce holdings by no more than 1.46% [2]