一、上市公司股份质押 公司于2025年3月31日收到控股股东、实际控制人时乾中先生关于部分股份 质押的通知，具体情况如下： 1.本次股份质押基本情况 证券代码：603150 证券简称：万朗磁塑 公告编号：2025-021 安徽万朗磁塑股份有限公司关于 控股股东、实际控制人部分股份质押的公告 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: 截至本公告日，安徽万朗磁塑股份有限公司（以下简称"公司"）控股 股东、实际控制人时乾中先生持有公司股份3,196.662万股股份，占公司总股本 的37.40%。本次质押后，其累计质押股份数量为528.00万股，占其持有公司股 份数的16.52%。 时乾中先生及其一致行动人时嘉翊先生（为时乾中先生之兄，时嘉翊先 生直接及通过员工持股计划合计持有公司12.00万股股份，该股份不存在质押情 况）累计质押本公司股份528.00万股股份，占控股股东、实际控制人及其一致 行动人合计持股的16.46%。 2.时乾中先生个人资信状况良好，具备较强的资金偿还能力，其还款来源 包括个人薪金、股票分 ...

证券代码：603150 证券简称：万朗磁塑 公告编号：2025-020 安徽万朗磁塑股份有限公司 重要内容提示: 一、担保情况概述 （一）担保基本情况 1、因经营发展需要，2025年3月21日，泰国万朗与中信银行股份有限公司合肥 分行（以下简称"中信银行"）签订《本外币流动资金贷款合同》（编号：（2025） 信合银贷字第2573267D1249号），贷款金额人民币2,000.00万元。2024年4月25日， 公司与中信银行签订《最高额保证合同》（编号：（2024）信合银最保字第 2473267A0140-a号），为上述贷款提供连带责任保证，被担保的债务最高本金余额 为人民币2,000.00万元。 2、公司本次为泰国万朗提供的银行授信担保金额为人民币2,000.00万元， 本次担保发生后，公司对控股子公司的担保余额为人民币3,900.00万元（含本次 担保），尚未使用担保额度为29,900.00万元。 （二）公司就本次担保事项履行的内部决策程序 公司于2025年1月17日召开的第三届董事会第二十四次会议，并于2025年2 月6日召开2025年第一次临时股东大会，审议通过《关于公司及控股子公司2025 被担保人名 ...

证券代码：603150 证券简称：万朗磁塑 公告编号：2025-019 安徽万朗磁塑股份有限公司 持股 5%以上股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 大股东持股的基本情况：本次减持计划实施前，安徽高新金通安益二期 创业投资基金（有限合伙）（以下简称"金通安益"）持有安徽万朗磁塑股份有限 公司（以下简称"公司"）7,200,000 股股份，占公司总股份的 8.42%。上述股份 系金通安益在公司首次公开发行股票并上市前取得的股份，并于 2023 年 1 月 30 日起上市流通。 | 股东名称 | 股东身份 | 持股数量（股） | 持股比例 | 当前持股股份来源 | | --- | --- | --- | --- | --- | | 金通安益 | 5%以上非第 | 7,200,000 | 8.42% | IPO 前取得：7,200,000 | | | 一大股东 | | | 股 | 一、减持主体的基本情况 1 上述减持主体无一致行动人。 1、 预披露期间，若公司股票发生停牌情形 ...

Investment Rating - The report assigns an "Accumulate" rating to the company, marking its first coverage [5]. Core Views - The company is positioned to benefit from the acceleration of national subsidies driving the upgrade of refrigerator product structures, which will continue to support its main business growth [2]. - The establishment of Guo Sun Technology Co., Ltd. and its mass production of EPS products is expected to create a second growth curve for the company [3]. - The company has a strong historical revenue growth, with a CAGR of 21% from 2014 to 2023, and is expanding into new business areas, including automotive components [17]. Summary by Sections 1. Diversification in Home Appliance Components and Automotive EPS Systems - The company has been a leader in refrigerator door seals and is expanding into new areas, including automotive components, with a focus on EPS systems [12]. - The company has established 14 production bases in 7 countries as part of its internationalization strategy, aiming to enhance its global footprint [28]. 2. Main Business Benefits from Downstream Product Structure Upgrades - Recent government policies have led to an increase in the average selling price of refrigerators, with online market prices rising by 4.7% and offline prices by 8.8% post-policy implementation [2][32]. - The company is actively pursuing international development and collaboration in the EPS sector, enhancing its capital strength and R&D capabilities [3][33]. 3. Profit Forecast - Revenue projections for 2024-2026 are estimated at 3.33 billion, 4.23 billion, and 5.27 billion yuan, representing year-on-year growth of 30%, 27%, and 25% respectively [4][34]. - The expected net profit for the same period is projected to be 149 million, 179 million, and 219 million yuan, with corresponding EPS of 1.74, 2.09, and 2.56 yuan [4][34].

Investment Rating - The report assigns an "Accumulate" rating for the company [5]. Core Insights - The company is positioned to benefit from the acceleration of refrigerator product structure upgrades driven by national subsidies, which is expected to continue driving growth in its main business [2][32]. - The establishment of GuoTaiSun Technology Co., Ltd. and its focus on electric power steering (EPS) products is anticipated to create a second growth curve for the company [3][33]. - The company has a strong historical revenue growth, with a compound annual growth rate (CAGR) of 21% from 2014 to 2023, and is expected to maintain robust growth in the coming years [17]. Summary by Sections 1. Business Expansion and Strategy - The company has diversified its product offerings in the home appliance sector, particularly excelling in refrigerator door seals, and has expanded into the automotive parts market by acquiring a 51% stake in GuoTaiSun [12][28]. - The company has established 14 production bases in 7 countries as part of its internationalization strategy, aiming to enhance its global footprint [28][30]. 2. Market Trends and Growth Drivers - Recent government policies aimed at boosting domestic consumption are expected to enhance the demand for larger and more advanced refrigerators, thereby increasing the value of door seal products [2][32]. - The EPS products from GuoTaiSun are entering mass production, which is expected to significantly enhance the company's capital strength and drive sales growth [3][33]. 3. Financial Projections - Revenue projections for 2024-2026 are estimated at 33.3 billion, 42.3 billion, and 52.7 billion yuan, representing year-on-year growth rates of 30%, 27%, and 25% respectively [4][34]. - The net profit forecasts for the same period are 1.49 billion, 1.79 billion, and 2.19 billion yuan, with corresponding year-on-year growth rates of 10%, 20%, and 23% [4][34]. 4. Valuation Metrics - The report calculates the earnings per share (EPS) for 2024-2026 as 1.74, 2.09, and 2.56 yuan, with price-to-earnings (PE) ratios of 21, 17, and 14 respectively [4][34]. - The average PE ratio for comparable companies is noted to be 25 times, indicating a favorable valuation for the company [4][35].

证券代码：603150 证券简称：万朗磁塑 公告编号：2025-018 安徽万朗磁塑股份有限公司 关于使用部分闲置募集资金进行现金管理 单位：万元 受托 方名 称 产品类 型 产品名称 金额 预计年 化收益 率 起息日 到期日 收益 类型 实际 收益 本金 回收 情况 建设 银行 结构性 存款 "合肥肥西支行" 单位结构性存款 2025 年第 02 期 2,700.00 0.8%至 2.29% 2025 年 2 月 14 日 2025 年 3 月 10 日 保本浮 动收益 型 2.90 全部 回收 二、截至本公告日，公司最近十二个月使用募集资金进行现金管理的情况 | 单位：万元 | | --- | | 序号 | 理财产品类型 | 实际投入金额 | 实际收回本金 | 实际收益 | 尚未收回本金 | | --- | --- | --- | --- | --- | --- | | 1 | 银行理财产品 | 1,500.00 | 1,500.00 | 9.35 | 0 | | 2 | 银行理财产品 | 1,000.00 | 1,000.00 | 6.38 | 0 | | 3 | 银行理财产品 | 1,000.00 | ...

1、因经营发展需要，2025 年 2 月 21 日，泰州万朗与中国银行股份有限公 司泰州分行（以下简称"中国银行"）签订《流动资金借款合同》（编号： 502393943D20250218），借款金额人民币 800.00 万元。2024 年 5 月 16 日，公 司与中国银行签订《最高额保证合同》（编号：502393943B20240514），为上述 借款提供连带责任保证，被担保的债务最高本金余额为人民币 800.00 万元。 2、公司本次为泰州万朗提供的银行授信担保金额为 800.00 万元，本次担 保发生后，公司对控股子公司的担保余额为 3,900.00 万元（含本次担保），尚 未使用担保额度为 29,900.00 万元。 （二）上市公司就本次担保事项履行的内部决策程序 被担保人名称：泰州市万朗磁塑制品有限公司（以下简称"泰州万朗"） 本次担保金额及已实际为其提供的担保余额：安徽万朗磁塑股份有限公司 （以下简称"公司"）为全资子公司泰州万朗不超过 800.00 万元的债务提 供担保，本次担保前公司已实际为泰州万朗提供的担保余额为 0 元。 本次担保是否有反担保：无 对外担保逾期的累计数量：无 特别风险提示： ...

Summary of Conference Call Notes Company Overview - **Company**: Jin Tai Yang (金太阳) - **Industry**: Automotive components, specifically focusing on EPS (Electric Power Steering) and related technologies Key Points and Arguments Revenue Projections - Jin Tai Yang expects revenue of **200-300 million CNY** in 2025, primarily from EPS products [2] - The company aims for a revenue target of **350-450 million CNY** in 2026, mainly from IPS products [2] - The revenue growth is anticipated to be gradual, with a focus on achieving at least **100 million CNY** in revenue [4] Product Development and Market Position - The company is investing in EPS and line control steering systems, targeting significant growth in the automotive sector [2] - Major clients for CEPS products include **Chery, Geely, and Dongfeng**, with expectations for mass production in the coming year [3] - The domestic CEPS pricing ranges from **550-950 CNY** per set, while DEPS is priced between **1,250-1,500 CNY** [3][9] R&D and Investment - Jin Tai Yang plans to invest approximately **15 million CNY** in small home appliance R&D and another **15 million CNY** in health-related products in 2024 [3] - The company has two CEPS production lines with an annual capacity of **250,000 to 300,000 sets** each [16] - A new production line is planned to further enhance production capacity [16] Competitive Landscape - The current domestic market for EPS has a **20% localization rate**, with expectations for significant growth in the coming 5-8 years [4] - The company’s founder, Wu Shaowei, has a strong background in the industry, having previously led a company to **2 billion CNY** in revenue [4] Financial Performance - The home appliance segment has seen a **30% revenue growth** over the past two years, but profit growth has been limited due to increased stock incentives [24] - Jin Tai Yang anticipates a **significant increase** in home appliance revenue in 2025, particularly in the second half of the year [27] Strategic Partnerships - The company is in early-stage discussions with **BYD** and has established a partnership with **Beiqi New Energy** for line control steering systems [8][14] - Collaboration with **Philips** on multi-functional water dispensers is expected to yield results in 2025 [30] Future Outlook - Jin Tai Yang is focused on maintaining high growth in the home appliance sector while also expanding into new materials and industries [31] - The company aims for a balanced contribution from domestic and international markets, targeting a **50% contribution** from overseas in the future [31] Additional Important Information - The line control steering system is seen as a key area for future growth, although its adoption will be gradual due to safety and technological challenges [8][10] - The company is also exploring opportunities in the robotics sector but remains focused on its core EPS products for now [23] This summary encapsulates the essential insights from the conference call, highlighting Jin Tai Yang's strategic direction, financial expectations, and market positioning within the automotive components industry.

证券代码：603150 证券简称：万朗磁塑 公告编号：2025-016 安徽万朗磁塑股份有限公司 关于使用部分闲置募集资金进行现金管理 到期赎回的公告 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、准确性和完整性依法承担法律责任。 安徽万朗磁塑股份有限公司（以下简称"公司"）于 2025 年 1 月 17 日，分 别召开第三届董事会第二十四次会议、第三届监事会第二十次会议，审议通过《关 于使用部分闲置募集资金进行现金管理的议案》，同意公司使用不超过人民币 5,000.00 万元的暂时闲置募集资金购买安全性高、流动性好、保本型的期限为 12 个月以内的理财产品进行现金管理，上述额度使用期限自董事会审议通过之 日起不超过 12 个月。具体详见公司于 2025 年 1 月 18 日于上海证券交易所网站 （www.sse.com.cn）披露的相关公告。 | 序号 | 理财产品类型 | 实际投入金额 | 实际收回本金 | 实际收益 | 尚未收回本金 | | --- | --- | --- | --- | --- | --- | | 1 | 银行理财产品 | 1,5 ...

证券代码：603150 证券简称：万朗磁塑 公告编号：2025-015 安徽万朗磁塑股份有限公司 股票交易异常波动公告 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： 安徽万朗磁塑股份有限公司（以下简称"公司"）股票于 2025 年 2 月 6 日、2 月 7 日、2 月 10 日连续 3 个交易日内日收盘价格涨幅偏离值累计超过 20%。 根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。 经公司自查并向控股股东及实际控制人核实，截至本公告披露日，不存 在应披露而未披露的重大信息。 重大风险提示。公司特别提醒广大投资者，注意投资风险，理性决策， 审慎投资。 一、股票交易异常波动的具体情况 经公司自查，公司目前生产经营活动正常，市场环境、行业政策没有发生重 大调整、生产成本和销售等情况没有出现大幅波动、内部生产经营秩序正常。 （二）重大事项情况 经公司自查，并向控股股东及实际控制人时乾中函询，经其确认：截至本公 1 告披露日，除了在指定媒体上已公开披露的信息外，不存在影响公司股票交易价 格异常波 ...