爱柯迪公告，公司收到中国证券监督管理委员会出具的《关于同意爱柯迪股份有限公司发行股份购买资 产并募集配套资金注册的批复》。主要内容包括：同意公司向王成勇发行3025.36万股股份、向王卓星 发行1161.43万股股份、向周益平发行302.54万股股份购买相关资产的注册申请；同意公司发行股份募集 配套资金不超过5.2亿元的注册申请。公司董事会将根据上述文件和相关法律法规的要求以及公司股东 大会的授权，在规定期限内办理本次交易相关事宜，并及时履行信息披露义务。 ...

| 证券代码：600933 | 证券简称：爱柯迪 | 公告编号：临 2025-103 | | --- | --- | --- | | 转债代码：110090 | 转债简称：爱迪转债 | | 爱柯迪股份有限公司 关于部分闲置募集资金现金管理到期赎回 并继续进行现金管理的公告 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： | 4 | 杭 州 银 行 | 宁 | 杭州银行"添利宝" 结构性存款产品 | 5,000.00 | 2024-11-11 | 2025-03-31 | 保本收 | 2.65%或 2.45%或 | 46.99 | 是 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 波北仑支行 | | (TLBB202414089) | | | | 益型 | 1.10% | | | | 5 | 杭 州 银 行 波北仑支行 | 宁 | 杭州银行"添利宝" 结构性存款产品 (TLBB202416670) | 24,00 ...

| 证券代码：600933 | 证券简称：爱柯迪 | 公告编号：临 2025-102 | | --- | --- | --- | | 转债代码：110090 | 转债简称：爱迪转债 | | 爱柯迪股份有限公司 关于部分闲置募集资金现金管理到期赎回 并继续进行现金管理的公告 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： 投资品种：结构性存款 投资金额：5,500 万元 履行的审议程序：爱柯迪股份有限公司（以下简称"公司"）于 2025 年 3 月 27 日召开第四届董事会第七次会议、第四届监事会第六次会议，审议通过 了《关于使用闲置募集资金进行现金管理的议案》，本事项无需提交公司股东大 会审议。 特别风险提示：公司本次购买的结构性存款产品属于安全性高、流动性 好的保本型理财产品，属于低风险投资产品，但金融市场受宏观经济影响较大， 不排除该项投资受到市场风险、政策风险、流动性风险、不可抗力风险等风险因 素从而影响预期收益。 三、本次现金管理的基本情况 （一）现金管理目的 1 序 号 受托人 产品名称 理财金额 （ ...

9月8日，爱柯迪涨5.06%，截至发稿，报20.14元/股，成交3.83亿元，换手率1.98%，总市值198.40亿 元。 万家民瑞祥明6个月持有期混合A（011534）基金经理为陈佳昀。 截至发稿，陈佳昀累计任职时间8年98天，现任基金资产总规模127.31亿元，任职期间最佳基金回报 48.23%， 任职期间最差基金回报-0.1%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，爱柯迪股份有限公司位于浙江省宁波市江北区金山路588号，成立日期2003年12月8日，上市 日期2017年11月17日，公司主营业务涉及从事汽车铝合金精密压铸件的研发、生产及销售。主营业务收 入构成为：汽车类94.40%，其他(补充)3.53%，工业类2.07%。 从基金十大重仓股角度 数据显示，万家基金旗下1只基金重仓爱柯迪。万家民瑞祥明6个月持有期混合A（011534）二季度持有 股数1万股，占基金净值比例为0.3%，位居第六大重仓股。根据测算，今日浮盈赚取约 ...

Group 1: Financial Performance - In 1H25, the company's total revenue increased by 6.2% year-on-year to 3.45 billion yuan, accounting for approximately 45% of the previous forecast [1] - The net profit attributable to the parent company rose by 27.4% year-on-year to 570 million yuan, representing about 53% of the previous forecast [1] - In 2Q25, operating revenue grew by 11.0% year-on-year and 7.1% quarter-on-quarter to 1.78 billion yuan, while net profit attributable to the parent company surged by 44.9% year-on-year and 22.8% quarter-on-quarter to 320 million yuan [1] Group 2: Profitability Metrics - The company's gross margin in 1H25 improved by 0.6 percentage points to 29.3%, while the selling, general, and administrative (SG&A) expense ratio decreased by 0.1 percentage points to 11.8% [1] - In 2Q25, the gross margin increased by 2.1 percentage points year-on-year and 1.0 percentage point quarter-on-quarter to 29.7%, with the SG&A expense ratio declining by 0.5 percentage points year-on-year and increasing by 0.1 percentage points quarter-on-quarter to 11.9% [1] Group 3: Global Expansion and Robotics Business - The company is steadily advancing its global manufacturing network, with the second phase of the Mexico factory ramping up production for new energy vehicle structural components and three-electric system parts [2] - The Malaysia factory has commenced production of aluminum alloy raw materials and zinc alloy die-casting parts, with plans for aluminum casting production to support Southeast Asian markets and provide strategic support for after-sales in Europe and the U.S. [2] - The company announced plans to acquire 71% of Zhuoerbo (Ningbo) Precision Electromechanical Co., which is expected to enhance its automotive micro-motor technology and extend into the robotics field [2] Group 4: Future Outlook and Valuation - The company maintains a "buy" rating, with net profit forecasts for 2025, 2026, and 2027 increased by 13%, 1%, and 1% to 1.23 billion yuan, 1.42 billion yuan, and 1.63 billion yuan respectively [3] - The target price has been raised to 22.41 yuan, corresponding to an 18x PE for 2025E, reflecting the anticipated benefits from internal cost reductions and scale effects [3]

Core Viewpoint - The company reported better-than-expected performance in Q2 2025, with significant growth in revenue and net profit, indicating strong operational efficiency and market positioning [1] Financial Performance - In the first half of 2025, total revenue increased by 6.2% year-on-year to 3.45 billion yuan, achieving 45% of the initial forecast - Net profit attributable to shareholders rose by 27.4% year-on-year to 570 million yuan, reaching 53% of the initial forecast - Q2 2025 revenue grew by 11.0% year-on-year [1] Profitability Metrics - The gross margin for the first half of 2025 improved by 0.6 percentage points to 29.3% - Selling, general, and administrative (SG&A) expenses as a percentage of revenue decreased by 0.1 percentage points to 11.8% - In Q2 2025, the gross margin increased by 2.1 percentage points year-on-year and by 1.0 percentage point quarter-on-quarter to 29.7% [1] Global Expansion and Robotics Business - The company is steadily advancing its global manufacturing and supply chain network, with the second phase of the Mexican factory entering ramp-up production, focusing on structural components for electric vehicles [1] Investment Rating - The company maintains a "Buy" rating, with upward revisions to net profit forecasts for 2025, 2026, and 2027 by 13%, 1%, and 1% respectively, projecting net profits of 1.23 billion yuan, 1.42 billion yuan, and 1.63 billion yuan [1]

Investment Rating - The report maintains a "Buy" rating for the company, with an updated target price of 22.41 CNY, corresponding to an 18x PE for 2025E [3][6]. Core Insights - The company's 2Q25 performance exceeded expectations, with total revenue for 1H25 increasing by 6.2% year-on-year to 3.45 billion CNY, and net profit attributable to shareholders rising by 27.4% to 570 million CNY. The 2Q25 revenue grew by 11.0% year-on-year and 7.1% quarter-on-quarter to 1.78 billion CNY, while net profit surged by 44.9% year-on-year and 22.8% quarter-on-quarter to 320 million CNY. This strong performance is attributed to increased foreign exchange gains and scale effects [1][2]. - The gross margin for 1H25 improved by 0.6 percentage points to 29.3%, with a decrease in selling, general, and administrative expenses ratio by 0.1 percentage points to 11.8%. In 2Q25, the gross margin increased by 2.1 percentage points year-on-year and 1.0 percentage point quarter-on-quarter to 29.7%, while the selling, general, and administrative expenses ratio decreased by 0.5 percentage points year-on-year and increased by 0.1 percentage points quarter-on-quarter to 11.9%. The improvement in gross margin is mainly due to lower raw material costs, scale effects, and internal cost optimization [1][2]. Summary by Sections Financial Performance - For 2025E, the company is expected to achieve a net profit of 1.226 billion CNY, reflecting a growth rate of 30.46%. The revenue for 2025E is projected to be 7.829 billion CNY, with a growth rate of 16.06% [4][11]. - The company's earnings per share (EPS) for 2025E is estimated at 1.24 CNY, with a return on equity (ROE) of 13.37% [4][13]. Business Development - The company is advancing its global manufacturing network, with the second phase of the Mexico plant entering production, focusing on components for new energy vehicles. The Malaysia plant has also commenced production of aluminum and zinc alloy components, aiming to serve Southeast Asian markets and provide strategic support for the US and European aftermarket [2]. - The company is making progress in its robotics business, including the acquisition of a 71% stake in Zhuoerbo (Ningbo) Precision Electromechanical Co., which is expected to enhance its automotive micro-motor technology and extend into the robotics field [2]. Valuation Metrics - The report projects a steady increase in revenue and net profit over the next few years, with a P/E ratio decreasing from 18 in 2023 to 11 in 2027, indicating an attractive valuation as the company grows [4][14].

爱柯迪股份有限公司 2025 年第三次临时股东大会 会议资料 中国·宁波 二〇二五年九月十五日 | | | 爱柯迪股份有限公司 2025 年第三次临时股东大会会议资料 爱柯迪股份有限公司 2025 年第三次临时股东大会参会须知 为维护投资者的合法权益，保障股东在公司 2025 年第三次临时股东大会期间依法 行使权力，确保股东大会的正常秩序和议事效率，依据《公司法》、《证券法》、中 国证监会《上市公司股东会规则》及本公司《公司章程》、《股东大会议事规则》的 有关规定，特制定本须知。 一、请按照本次股东大会会议通知（详见 2025 年 8 月 29 日刊登于上海证券交易 所网站 www.sse.com.cn《关于召开 2025 年第三次临时股东大会的通知》）中规定的时 间和登记方法办理参加会议手续，证明文件不齐或手续不全的，谢绝参会。 二、股东大会设会务组，具体负责会议期间的组织及相关会务工作。 三、股东参加股东大会依法享有发言权、质询权、表决权等权利，同时也应履行 法定义务，自觉维护会场秩序，尊重其他股东的合法权益。进入会场后，请关闭手机 或调至静音状态。 四、股东要求在股东大会上发言的，应征得大会主持人的同意 ...

Core Viewpoint - Aikodi's stock has shown a mixed performance in recent trading, with a year-to-date increase of 16.69% but a recent decline of 5.08% over the last five trading days [2] Company Overview - Aikodi Co., Ltd. is located in Ningbo, Zhejiang Province, established on December 8, 2003, and listed on November 17, 2017 [2] - The company specializes in the research, production, and sales of automotive aluminum alloy precision die-casting parts, with 94.40% of its revenue coming from automotive-related products [2] - Aikodi is classified under the automotive industry, specifically in automotive parts focusing on chassis and engine systems, and is involved in several concept sectors including automotive thermal management and Industry 4.0 [2] Financial Performance - For the first half of 2025, Aikodi reported a revenue of 3.45 billion yuan, representing a year-on-year growth of 6.16%, and a net profit attributable to shareholders of 573 million yuan, up 27.42% year-on-year [2] - The company has distributed a total of 1.774 billion yuan in dividends since its A-share listing, with 782 million yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, Aikodi had 33,600 shareholders, an increase of 0.56% from the previous period, with an average of 29,109 circulating shares per shareholder, a decrease of 0.55% [2][3] - Notably, Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3]

Company Overview - Aikodi Co., Ltd. is located at 588 Jinshan Road, Jiangbei District, Ningbo City, Zhejiang Province, established on December 8, 2003, and listed on November 17, 2017. The company specializes in the research, production, and sales of automotive aluminum alloy precision die-casting parts [1] - The main business revenue composition is as follows: automotive sector 94.40%, other (supplementary) 3.53%, and industrial sector 2.07% [1] Financial Performance - As of June 30, 2025, Aikodi achieved operating revenue of 3.45 billion yuan, representing a year-on-year growth of 6.16%. The net profit attributable to shareholders was 573 million yuan, reflecting a year-on-year increase of 27.42% [2] - Cumulative cash dividends since Aikodi's A-share listing amount to 1.774 billion yuan, with 782 million yuan distributed over the past three years [3] Stock Market Activity - On September 4, Aikodi's stock price decreased by 2.01%, trading at 18.50 yuan per share, with a total market capitalization of 18.225 billion yuan [1] - Year-to-date, Aikodi's stock price has increased by 15.62%, with a decline of 5.37% over the last five trading days and a 0.22% decrease over the last 20 days. However, it has risen by 22.84% over the past 60 days [1] - As of June 30, 2025, the number of shareholders increased to 33,600, with an average of 29,109 circulating shares per person, a decrease of 0.55% from the previous period [2] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders of Aikodi [3]