（记者 曾健辉） 每经AI快讯，万朗磁塑9月23日晚间发布公告称，截至本公告日，安徽万朗磁塑股份有限公司（以下简 称"公司"）持股5%以上股东欧阳瑞群持有公司股份4,831,060股，占公司总股本的5.65%，本次质押数量 为2,000,000股，占其持有公司股份数的41.40%，占本公司总股本的2.34%。 每经头条（nbdtoutiao）——报价太低遭严防，投标企业还得"解释清楚"，一场国家组织的大型采购， 为何引发全行业关注 ...

Core Viewpoint - Wanlong Magnetic Plastic (603150.SH) is currently in the research and development phase for its PPO/POK alloy materials, which exhibit high toughness, high strength, low friction, lightweight, and corrosion resistance characteristics. The company has not yet generated revenue from this product line, and its samarium-iron-nitride rare earth permanent magnetic materials are undergoing customer validation [1]. Group 1 - The company is developing PPO/POK alloy materials with several advantageous properties [1] - The current status of the PPO/POK alloy materials is in the laboratory research phase, with no revenue generated yet [1] - The samarium-iron-nitride rare earth permanent magnetic materials are in the customer validation stage [1]

担保对象及基本情况 | 担 | 保 | 被担保人名称 本次担保金额 | 1,000 | 滁州鸿迈塑胶科技有限公司 万元 | | | --- | --- | --- | --- | --- | --- | | 对象 | | 实际为其提供的担保余额 | 1,500 | 万元 | | | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | | 本次担保是否有反担保 | 是 | □否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） 0 | | | --- | --- | | 截至本公告日上市公司及其控股 | 12,360.00 | | 子公司对外担保总额（万元） | | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | 7.78% | | | □对外担保总额超过最近一期经审计净资产 | | | 100% □担保金额超过上市公司最近一期经审计净 | | 特别风险提示（如有请勾选） | 资产 50% | | | □对合并报表外单位担保金额达到或超过最 | | | 近一期经审计净资产 30%的情况下 | | | 对资产负 ...

南财智讯9月17日电，万朗磁塑公告，公司为控股子公司滁州鸿迈塑胶科技有限公司提供1,000万元的连 带责任保证担保，用于其与华夏银行股份有限公司合肥经济技术开发区支行签订的《最高额融资合 同》。本次担保在公司2025年度预计对外担保额度范围内，无需再次履行董事会及股东大会审议程序。 截至公告日，公司及控股子公司对外担保总额为12,360万元，占公司最近一期经审计净资产的7.78%， 无逾期担保。 ...

法律意见书 上海市锦天城律师事务所 关于安徽万朗磁塑股份有限公司 2025 年第二次临时股东大会的 地址：上海市浦东新区银城中路 501 号上海中心大厦 11/12 层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于安徽万朗磁塑股份有限公司 2025 年第二次临时股东大会的法律意见书 致：安徽万朗磁塑股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受安徽万朗磁塑股份有限 公司（以下简称"公司"）的委托，指派律师出席公司 2025 年第二次临时股 东大会（以下简称"本次股东大会"），并依据《中华人民共和国公司法》 （以下简称"《公司法》"）、《中华人民共和国证券法》（以下称"《证 券法》"）《上市公司股东会规则》等法律、法规、规章、规范性文件以及 《安徽万朗磁塑股份有限公司章程》（以下简称"《公司章程》"）的有关 规定，出具本法律意见书。 为出具本法律意见书，本所及本所律师依据《律师事务所从事证券法律 业务管理办法》和《律师事务所证券法律业务执业规则（试行）》等规定， 严格履行了法定职责，遵循了勤勉尽 ...

一、 会议召开和出席情况 (一)股东大会召开的时间：2025 年 9 月 12 日 证券代码：603150 证券简称：万朗磁塑 公告编号：2025-075 安徽万朗磁塑股份有限公司 2025年第二次临时股东大会决议公告 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： 本次会议是否有否决议案：无 (五)公司董事、监事和董事会秘书的出席情况 1、公司在任董事7人，出席7人； 2、公司在任监事3人，出席3人； 3、董事会秘书张小梅、副总经理时金敏、许进、刘跃玲及财务总监丁芳列 席会议。 二、 议案审议情况 (二)股东大会召开的地点：安徽省合肥市经济技术开发区汤口路 678 号万朗磁塑 办公大楼 201 会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 133 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 46,321,337 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | 54.1884 | ...

Group 1 - The core point of the announcement is that shareholder Ouyang Ruiqun has reduced his stake in Anhui Wanlang Magnetic Plastic Co., Ltd. by 0.18%, from 6.10% to 5.92%, which touches the 1% threshold for equity changes [3]. - The reduction of shares was executed through centralized bidding, with a total of 150,000 shares sold on September 9, 2025 [3]. - This equity change is part of a previously disclosed reduction plan and does not trigger a mandatory tender offer, nor does it affect the company's governance structure or ongoing operations significantly [3][4]. Group 2 - Ouyang Ruiqun is the only shareholder involved in this equity change, with no associated parties [2]. - The announcement confirms that the reduction aligns with prior commitments made by the shareholder, and the plan has not been fully executed as of the announcement date [3]. - The company assures that this normal reduction behavior will not lead to changes in the controlling shareholder or actual controller [3].

证券代码：603150 证券简称：万朗磁塑 公告编号：2025-074 | | | 安徽万朗磁塑股份有限公司关于 持股 5%以上股东权益变动触及 1%刻度的提示性公告 股东欧阳瑞群保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少 | | --- | --- | --- | --- | | 权益变动前合计比例 | 6.10% | | | | 权益变动后合计比例 | 5.92% | | | | 本次变动是否违反已作出的承 诺、意向、计划 | 是□ | 否 | | | 是否触发强制要约收购义务 | 是□ | 否 | | 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | 5%以上大股东及其一致行动人 其他 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他___ ...

Group 1 - The core point of the article is that Ouyang Ruiqun, a shareholder holding more than 5% of Wanlong Magnetic Plastic (603150.SH), has reduced his shareholding by 150,000 shares, which is 0.18% of the company's total share capital [1] - Following this transaction, Ouyang Ruiqun's shareholding percentage decreased from 6.10% to 5.92%, marking a change that touches the 1% integer multiple threshold [1]

Investment Rating - The report initiates coverage with an "Accumulate" rating for the company [7]. Core Views - The company is a leader in refrigerator door seals and is expanding into automotive parts, focusing on intelligent driving and new materials [1][3]. - The company has achieved significant growth in overseas markets, with overseas revenue expected to exceed 500 million yuan in 2024 [2][30]. - The company is actively developing new materials, including a patented alloy that may open new market opportunities [4][39]. Summary by Sections Company Overview - The company specializes in the research, production, and sales of home appliance and automotive parts, with its main product being refrigerator door seals, recognized as a "manufacturing single champion product" [1][14]. - By the end of 2024, the company will have established 16 overseas bases, achieving its "1515" internationalization strategy ahead of schedule [1][15]. Home Appliance Business - The home appliance segment is the cornerstone of the company's revenue and profit, with growth driven by new products and overseas expansion [2]. - The company has expanded its product offerings beyond refrigerator seals to include components, injection molding, and glass products, with a focus on washing machine seals [23][24]. - In 2024, overseas revenue is projected to surpass 500 million yuan, with significant growth in markets like Vietnam and Thailand [30]. Automotive Parts - The company is positioning itself in the automotive sector, focusing on intelligent steering and sensing components, with a recent acquisition of a 51% stake in Guo Taiyang, a company specializing in steering systems [3][36]. - The shift from electric power steering (EPS) to steer-by-wire (SbW) systems is anticipated to drive growth in this segment [32]. Material Development - The company is enhancing its material research capabilities, transitioning from soft PVC to TPE for refrigerator seals, and has developed a new alloy material with superior properties [4][39]. - The new alloy material is expected to find applications in various fields, potentially creating new growth avenues for the company [39]. Financial Forecast - Revenue projections for 2025-2027 are 4.2 billion, 5.07 billion, and 6.04 billion yuan, respectively, with net profits expected to grow to 160 million, 210 million, and 270 million yuan [5][41]. - The company is valued at a target price of 46.25 yuan based on a 25X valuation for 2025 [5][44].