证券之星消息，8月1日，文灿股份（603348）融资买入753.11万元，融资偿还712.45万元，融资净买入 40.66万元，融资余额2.53亿元，近3个交易日已连续净买入累计267.69万元。 | 交易日 | 融资净买入(元) | | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | --- | | 2025-08-01 | | 40.66万 | 2.53亿 | 3.87% | | 2025-07-31 | | 31.09万 | 2.53亿 | 3.87% | | 2025-07-30 | | 195.94万 | 2.53亿 | 3.80% | | 2025-07-29 | | 227.75万 | 2.51亿 | 3.73% | | 2025-07-28 | | 559.64万 | 2.48亿 | 3.68% | | 交易日 | 融券冷卖用(股) | | 融券余重(股) | 融券余额(元) | | --- | --- | --- | --- | --- | | 2025-08-01 | | -600.0 | 3.58万 | 74.54万 | | 2025-07-31 ...

压铸老司机，真正的老司机，喜欢就点个关注吧。 我是老张，你们的老朋友。 最近，很多朋友私信让我整理一份压铸行业的上市公司名单，来了。 据2025年行业最新财报、技术布局及客户动态，以下是国内压铸行业30强上市公司，排名不分前后顺 序，整理的不够全面，仅供大家参考。 1. 广东鸿图（广东肇庆）（002101.SZ） 2025年Q1营收20.99亿元，毛利率12.58%。超大型压铸技术领先，铝合金专利超500项。主要客户：特 斯拉、比亚迪、蔚来、小鹏、广汽。 1. 鸿特科技（广东肇庆）（300176.SZ） 工业机器人关节压铸专家，谐波减速器壳体适配特斯拉Optimus。主要客户：福特、本田、奔驰、丰 田、吉利。 1. 宜安科技（广东东莞）（300328.SZ） 液态金属压铸全球领先，为三星、华为供应折叠屏铰链，镁合金年产能超500万件。 （全1700字，预计阅读时长3分钟） 1. 华阳集团（广东惠州）（002906.SZ） 2025年Q1营收19.91亿元，毛利率21.56%。汽车电子压铸件龙头，HUD壳体供应宝马、奔驰，镁合金件 减重25%。新能源客户订单占比超40%。 1. 旭升集团（浙江宁波）（60330 ...

[Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company forecasts a significant decline in H1 2025 net profit attributable to shareholders, with reported and adjusted figures decreasing by over 80% 2025 Semi-Annual Performance Forecast vs 2024 Semi-Annual Actual Performance | Indicator | 2025 H1 Forecast | 2024 H1 Actual | YoY Change | | :--- | :--- | :--- | :--- | | **Net Profit Attributable to Parent (million CNY)** | 12.00 ~ 15.00 | 81.82 | ↓ 81.67% ~ 85.33% | | **Non-recurring Net Profit Attributable to Parent (million CNY)** | 9.00 ~ 13.00 | 73.73 | ↓ 82.37% ~ 87.79% | | **Operating Revenue (billion CNY)** | approx 2.79 | - | approx ↓ 9.28% | | **EPS (CNY)** | - | 0.31 | - | [Analysis of Performance Changes](index=2&type=section&id=III.%20Main%20Reasons%20for%20Performance%20Changes%20in%20Current%20Period) Performance decline is attributed to reduced revenue from weaker automotive markets and increased costs due to surging European energy prices, impacting subsidiary profitability - H1 2025 operating revenue is estimated at approximately **2.79 billion CNY**, a year-on-year decrease of approximately **9.28%**, primarily due to reduced customer orders for subsidiary Bairun Group from changes in the European and North American automotive markets[7](index=7&type=chunk) - The primary reason for the profit decline is reduced revenue at Bairun Group, coupled with a significant increase in costs due to sharply rising European energy prices, leading to its H1 losses and impacting the company's overall net profit[7](index=7&type=chunk) - The company maintains confidence in its long-term development, believing its leading forming process technology and multi-point layout will benefit it from the trend of automotive supply chain regionalization[7](index=7&type=chunk) [Risk Warning and Other Disclosures](index=2&type=section&id=IV.%20Risk%20Warning) This performance forecast is a preliminary, unaudited estimate, with final financial data subject to the official H1 2025 report, cautioning investors about inherent investment risks - This performance forecast data is a preliminary calculation by the company and has not been audited by a certified public accountant[4](index=4&type=chunk)[8](index=8&type=chunk) - The company confirms there are no significant uncertainties affecting the accuracy of this performance forecast[8](index=8&type=chunk) - The final accurate financial data will be subject to the company's officially disclosed 2025 semi-annual report, investors are advised to pay attention to investment risks[9](index=9&type=chunk)

Core Viewpoint - The company is involved in a legal dispute regarding VAT overpayment with the Mexican tax authority, with recent developments indicating a need to pay a specific amount due to court rulings [1][5]. Summary by Sections Litigation Background - LBQ Foundry, a subsidiary of the company, faced VAT overpayment disputes from 2015 to 2019 related to aluminum purchases from foreign suppliers [1]. - The Mexican tax authority issued a notice on November 26, 2019, demanding a total of 7,527,242.41 pesos for VAT, penalties, and interest [2]. - A subsequent notice on September 27, 2021, demanded 124,173,015.53 pesos, which LBQ contested and won in court, leading to the cancellation of this demand [2]. - Additional notices were issued in January and February 2022, with amounts of 14,738,117.62 pesos and 106,336,540.04 pesos respectively, both of which were also contested [3][4]. - A final notice on June 17, 2022, demanded 98,380,089.41 pesos, which is currently under appeal [4]. Recent Developments - The constitutional court upheld the federal tax court's ruling, requiring LBQ to pay the updated amount of 7,767,731 pesos related to the first notice [5]. - The company had previously accounted for this potential liability, indicating that the recent ruling will not significantly impact its current or future profits [5]. Financial Impact - The total amount LBQ is required to pay includes taxes, penalties, and interest, which has been accounted for in the company's financial statements [5][6]. - The final financial impact will be confirmed after the annual audit by the company's accountants [6]. Future Actions - The company plans to continue legal proceedings for ongoing cases and negotiate with the Mexican tax authority to minimize penalties and interest [6]. - The company will keep investors informed about the progress of these legal matters and any potential impacts on financial performance [6].

证券代码：603348 证券简称：文灿股份 公告编号：2025-023 文灿集团股份有限公司 关于墨西哥子公司诉讼进展的公告 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。 文灿集团股份有限公司（以下简称"公司"）近日收到法国百炼集团下属墨 西哥公司LBQ Foundry, S.A. de C.V.(以下简称"LBQ")及其代理律师通知，其 与墨西哥税务机关的增值税重复缴纳争议之诉讼取得新进展，现将有关情况公告 如下： 一、诉讼基本情况 LBQ主要从事重力铸造产品生产及销售业务，在2015年至2019年期间，在向 墨西哥境内无常设机构的多家境外供应商采购铝材时，因其所购铝材均交付至保 税仓库，在其从保税仓库提取使用时与墨西哥税务部门产生增值税重复缴纳争议 并诉至当地法院。前期公告情况具体如下： （ 1 ） 行 政 行 为 ： 墨 西 哥 税 务 局 于 2019 年 11 月 26 日 公 函 （ 编 号 ： 110-12-03-01-00-2019-8588），针对LBQ2015和2016财年的多份进口申请表，要 求扣缴增值 ...

Group 1 - The production launch of Anhui Xiongbang marks a key step in the global strategy of Wencan Group, establishing a production base in the Central China region [1] - Anhui Xiongbang is the largest single factory of Wencan Group, utilizing advanced technologies such as AI vision systems and AGV logistics systems for fully digitalized production [1][2] - The factory aims to develop high-end aluminum-magnesium alloy castings and build a world-class new energy vehicle industry cluster [1] Group 2 - The production of Anhui Xiongbang fills the gap in high-end die-casting in the Central China region and enhances Wencan Group's national supply chain network [2] - Collaboration with NIO has been fruitful, and the production launch will inject strong momentum into the lightweight, efficient, and low-carbon development of China's new energy vehicles [2] - Wencan Group has been focused on the research, production, and sales of automotive aluminum alloy precision castings since its establishment in 1998, holding a leading position globally in aluminum alloy brake castings [2] Group 3 - In 2024, Wencan Group secured three integrated aluminum die-casting floor contracts from two leading new energy clients, with mass production expected in 2025 [3] - The company has also gained exclusive contracts for aluminum die-casting body structure components from foreign clients and three products from domestic new energy clients [3] - The rapid development of the new energy vehicle industry has increased the demand for lightweight solutions, making integrated die-casting technology a significant development direction [3]

Group 1 - Wencan Co., Ltd. operates over 20 production bases globally, focusing on lightweight and high-safety aluminum castings for automotive clients, particularly in the fields of integrated body castings for electric vehicles, structural components, battery boxes, and braking systems [1] - The company is a leader in the production of integrated large castings, with over 1 million units supplied annually, and has 12 die-casting islands with a capacity of over 6000 tons, including 7 islands with a capacity of 10,000 tons, which will increase to 10 by the end of the year [1] - The newly launched 10,000-ton super die-casting island in Anhui will further solidify Wencan's leadership position in the global integrated die-casting sector [1] Group 2 - Anhui Xiongbang, a subsidiary of Wencan, features a fully digitalized ecosystem that enhances the entire casting process through advanced technologies such as AI, 3D imaging, and autonomous logistics systems, significantly improving efficiency and quality [2] - The factory will house over 28 large intelligent die-casting units, 250 processing centers, 200 high-end robots, and 50 fully automated production lines, making it Wencan's most automated and intelligent facility [2] - The introduction of high-performance AI visual systems for inspection and autonomous guided vehicles for logistics will create a flexible material transport network, enhancing workshop logistics efficiency and safety [2] Group 3 - The establishment of an aluminum die-casting circular industrial park in collaboration with NIO in Liu'an City aims to boost the development of the automotive parts industry in Anhui, promoting a complete industrial chain for a world-class intelligent automotive industry cluster [3] - Wencan has been a strategic partner of NIO since 2017, collaborating on various projects, including large-scale integrated die-casting and material recycling, and plans to deepen this partnership in future innovative fields [3] - The official launch of Anhui Xiongbang marks the completion of a new production base in Central China, demonstrating Wencan's commitment to empowering Chinese manufacturing and leading the global automotive lightweight revolution [4]

证券代码：603348 证券简称：文灿股份 公告编号：2025-022 文灿集团股份有限公司 公司于 2025 年 4 月 25 日召开第四届董事会第十一次会议，并于 2025 年 5 月 16 日召开 2024 年年度股东会，审议通过了《关于变更注册资本、取消监事会 并修订<公司章程>的议案》，具体内容详见公司于 2025 年 4 月 26 日、2025 年 5 月 17 日在上海证券交易所网站（www.sse.com.cn）上披露的相关公告。 公司近日已完成注册资本的工商变更登记手续及公司章程的备案手续，并取 得了佛山市市场监督管理局换发的《营业执照》，相关登记信息如下： （一）统一社会信用代码：91440600193813525E （八）经营范围：一般项目：汽车零部件研发；汽车零部件及配件制造；汽 车零配件批发；有色金属铸造；模具制造；模具销售；专用设备制造（不含许可 类专业设备制造）；企业总部管理。（除依法须经批准的项目外，凭营业执照依法 自主开展经营活动）许可项目：货物进出口；技术进出口。（依法须经批准的项 目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或 许可证件为准） 1 ...

Investment Rating - The report recommends a positive investment outlook for the electric vehicle (EV) sector in Europe, highlighting significant growth opportunities for domestic companies like BYD and Leap Motor due to favorable policies and competitive models [7]. Core Insights - The European new energy vehicle market is expected to experience rapid growth from 2025 to 2028, driven by stringent carbon emission policies and the removal of fuel vehicle tax incentives [2][5]. - Domestic automakers such as BYD and Leap Motor are well-positioned to increase their sales in Europe, benefiting from strong model competitiveness and favorable tariff adjustments [6][7]. - The report emphasizes that the demand for pure electric vehicles is leading the new energy market, with a notable increase in penetration rates across various European countries [4][14]. Summary by Sections Overall Market - The European light vehicle market is projected to recover to 16.46 million units in 2024, with a slight decline of 0.93% year-on-year in Q1 2025 [4][13]. - The penetration rate of new energy vehicles in Europe is expected to rise, with pure electric vehicles dominating the market [4][14]. Policy Impact - The European Commission has extended the timeline for carbon emission targets, providing a three-year buffer for automakers, while also planning to eliminate tax incentives for fuel vehicles [5][6]. - The expected new energy vehicle sales in Europe for 2025 are projected at 3.465 million units, reflecting a 12.4% year-on-year increase despite a reduction from previous estimates [5]. Domestic Companies' Opportunities - Domestic companies like BYD, SAIC, and Leap Motor are expanding their presence in Europe, with BYD's model range effectively covering major segments [6][7]. - The potential introduction of a "minimum import price" mechanism could exempt high-priced electric models from tariffs, benefiting companies like BYD and Leap Motor [6][7]. Component Suppliers - Domestic component manufacturers such as Minth Group and Wencan Co. are expected to see significant growth in their European new energy revenues as the market accelerates [6][7].

Investment Rating - The report suggests a positive investment outlook for the electric vehicle (EV) sector in Europe, particularly for domestic companies like BYD and Leap Motor, due to favorable policies and competitive advantages in vehicle models [8]. Core Insights - The European new energy vehicle market is expected to experience rapid growth from 2025 to 2028, driven by stringent carbon emission policies and the cancellation of fuel vehicle tax incentives [6][8]. - Domestic automakers such as BYD and Leap Motor are well-positioned to benefit from increased sales in Europe, supported by strong model competitiveness and favorable tariff adjustments [2][8]. - Component manufacturers like Minth Group and Wencan Co. are also anticipated to see significant revenue growth in the European new energy sector [2][8]. Summary by Sections Overall Market - The European new energy vehicle market is primarily dominated by pure electric vehicles, with a significant focus on mid to large-sized models. In 2024, the sales volume of light vehicles in Europe is projected to recover to 16.46 million units, with a slight decline of 0.93% year-on-year in Q1 2025 [5][17]. Policy Impact - The European Commission has announced a three-year buffer period for automakers from 2025 to 2027 regarding the zero-emission target for new cars, while also planning to eliminate tax incentives for fuel vehicles. This policy shift is expected to impact both supply and demand for new energy vehicles in Europe [6][8]. Domestic Companies' Prospects - Domestic companies like BYD, SAIC, Geely, and Leap Motor have established a presence in Europe, with BYD's model range effectively covering major segments of the European light vehicle market. The upcoming tariff adjustments are expected to favor these companies, particularly for high-priced pure electric models [7][8]. Investment Recommendations - The report recommends focusing on companies such as BYD, Leap Motor, Minth Group, and Fuyao Glass, as they are expected to benefit from the accelerating electrification in Europe and the favorable market conditions [8].