Core Viewpoint - Mingxin Xuteng (605068.SH) has received a notification from a leading electric vehicle customer, confirming the company as a parts supplier for interior materials in their new energy vehicle models, with a total sales amount of approximately RMB 650 million over the project's lifecycle [1] Group 1 - The project is expected to have a lifecycle total sales amount of about RMB 650 million [1] - The project will not significantly impact the company's operating performance for the current year, but if substantial orders are successfully converted, it is anticipated to positively affect the company's performance in the future [1]

Core Viewpoint - The company has received a notification from a leading electric vehicle client to become a supplier of interior materials for their new energy vehicle models, indicating strong recognition of the company's innovation, research and development capabilities, product quality, and production capacity [1] Group 1: Project Details - The total sales amount for the lifecycle of this designated project is approximately 650 million yuan [1] - The project is expected to have a positive impact on the company's operating performance over its lifecycle, although it will not significantly affect the company's performance in the current fiscal year [1] Group 2: Company Background - The company has been focused on the automotive interior new materials sector since its establishment, demonstrating a commitment to innovation and quality [1]

Core Viewpoint - The company, Mingxin Xuteng New Materials Co., Ltd., is currently involved in a legal dispute regarding a contract with Zhejiang Guoli Auto Parts Co., Ltd. and Shanghai Guoli Auto Leather Decoration Co., Ltd., with a claim amounting to RMB 184,937,589.17 (excluding interest and other fees) [2][3][4]. Group 1: Litigation Status - The case is currently in the second instance, having been accepted by the Zhejiang Provincial High People's Court, with a hearing scheduled for November 12, 2025 [2][4]. - The company is the plaintiff in this case, and the first-instance judgment by the Jiaxing Intermediate People's Court supported the company's main claims [2][3]. Group 2: Financial Implications - The impact of the litigation on the company's current and future profits remains uncertain, dependent on the final judgment and execution of the court's decision [2][5]. - The total amount involved in the lawsuit is RMB 184,937,589.17, which could potentially affect the company's financial performance [3][4]. Group 3: Company Actions - The company will closely monitor the progress of the case and take necessary measures to protect the legal rights of the company and its shareholders [6]. - As of the announcement date, the company has no other undisclosed significant litigation or arbitration matters [6].

Core Points - Mingxin Xuteng New Materials Co., Ltd. has won a first-instance lawsuit against Zhejiang Guoli and Shanghai Guoli due to a contract dispute, with the amount involved being 184,937,589.17 yuan (excluding interest and other fees) [1] - The defendants have appealed the first-instance ruling, and the second-instance case has been accepted by the Zhejiang Provincial High Court, with a hearing scheduled for November 12, 2025 [1][2] - The outcome of the lawsuit remains uncertain, and its impact on the company's profits is also uncertain, pending the final court ruling and execution [2] Summary by Sections - **Lawsuit Details** - Mingxin Xuteng initiated a lawsuit against Zhejiang Guoli Automotive Parts Co., Ltd. and Shanghai Guoli Automotive Leather Decoration Co., Ltd. for a contract dispute, with the claim amounting to 184,937,589.17 yuan (excluding interest and other fees) [1] - The first-instance judgment was made by the Jiaxing Intermediate People's Court on August 27, 2025, supporting Mingxin Xuteng's main claims [1] - **Appeal Process** - The defendants filed an appeal against the first-instance judgment, seeking to overturn the ruling and dismiss all claims made by Mingxin Xuteng, along with the request for litigation costs [1] - The appeal has been accepted by the Zhejiang Provincial High Court, with the case number (2025) Zhe Min Zhong 1012 [1] - **Impact on Company** - The company acknowledges the uncertainty regarding the final judgment and its potential effects on current and future profits, emphasizing the need for ongoing monitoring of the case's progress [2] - As of the announcement date, the company has no other significant lawsuits or arbitration matters that require disclosure [2]

证券代码：605068 证券简称：明新旭腾 公告编号：2025-096 转债代码：111004 转债简称：明新转债 明新旭腾新材料股份有限公司 关于公司提起诉讼的进展公告 二、诉讼本次进展情况 因不服浙江省嘉兴市中级人民法院作出的（2025）浙 04 民初 49 号民事判决， 被告一、被告二已向浙江省高级人民法院提起上诉。上诉请求如下： 案件所处的诉讼阶段：二审受理，尚未开庭 上市公司所处的当事人地位：原告（二审被上诉人） 涉案的金额：184,937,589.17 元（不含利息及其他费用） 1、撤销一审判决第一、二项，改判驳回被上诉人全部诉讼请求； 2、一、二审诉讼费用由被上诉人承担。 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： 是否会对上市公司损益产生负面影响：明新旭腾新材料股份有限公司（以 下简称"公司""被上诉人"）作为原告提起诉讼，浙江省嘉兴市中级人民法院 （以下简称"嘉兴中院"）一审判决支持了公司主要诉讼请求。截至目前，本案 已进入二审程序，该诉讼事项对公司当期及期后利润的影响具有不确定性，最终 ...

证券代码：605068 证券简称：明新旭腾 公告编号：2025-095 转债代码：111004 转债简称：明新转债 明新旭腾新材料股份有限公司 可转债转股结果暨股份变动公告 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。 润分配预案》，每 10 股派发现金红利人民币 3 元（含税），自 2022 年 5 月 20 日起，"明新转债"转股价格由 24.81 元/股调整为 24.51 元/股。 2、公司在 2023 年 5 月 12 日经 2022 年年度股东大会审议通过《2022 年度 利润分配方案》，每 10 股派发现金红利人民币 1 元（含税），自 2023 年 7 月 7 日起，"明新转债"转股价格由 24.51 元/股调整为 24.41 元/股。 重要内容提示： 累计转股情况：截至 2025 年 9 月 30 日，累计 1,495,000 元"明新转债" 转换成公司股票，累计转股数量为 61,195 股，占可转债转股前公司已发行股份 总额的 0.0367%。 未转股可转债情况：截至 2025 年 9 月 30 日，公司尚 ...

| | 是否 | 本次质押 | 是否 | 是否 | 质押 | 质押 | | 占其所 持股份 | 占公司 总股本 | 质押融 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 为控股 | | 为限 | 补充 | | | 质权人 | | | 资资金 | | 名称 | | 股数 | | | 起始日 | 到期日 | | 比例 | 比例 | | | | 股东 | | 售股 | 质押 | | | | （%） | （%） | 用途 | | | | | | | | | 深圳市 高新投 | | | 补充流 | | 庄严 | 否 | 4,800,000 | 否 | 否 | 2025-9-29 | 2026-09-29 | | 17.14 | 2.96 | | | | | | | | | | 集团有 | | | 动资金 | | | | | | | | | 限公司 | | | | 证券代码：605068 证券简称：明新旭腾 公告编号：2025-094 转债代码：111004 转债简称：明新转债 明新旭腾新材料股份有限公司 关于持股 ...

Core Points - The major shareholder of Mingxin Xuteng New Materials Co., Ltd., Zhuang Yan, pledged 4.8 million shares on September 29, 2025, which accounts for 17.14% of his holdings and 2.96% of the company's total share capital [1] - As of the announcement date, Zhuang Yan has cumulatively pledged 13.96 million shares, representing 49.86% of his total shares and 8.61% of the company's total share capital [1] - The pledged financing is intended to supplement working capital, with a maturity date set for September 29, 2026 [1] - The company asserts that Zhuang Yan has sufficient risk control capabilities, indicating no risk of forced liquidation of the pledged shares, and that this will not adversely affect the company's operations [1] - The company commits to timely disclosure of any significant changes in the future [1]

Core Insights - The automotive parts sector experienced a decline of 0.91% on September 26, with Daying Electronics leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Notable gainers in the automotive parts sector included: - Disengli (603335) with a closing price of 6.33, up 10.09% on a trading volume of 609,200 shares and a turnover of 382 million [1] - Yueling Co. (002725) closed at 15.79, up 10.03% with a trading volume of 311,800 shares and a turnover of 487 million [1] - Chengfei Integration (002190) closed at 42.88, up 10.01% with a trading volume of 478,500 shares and a turnover of 2 billion [1] - Conversely, Daying Electronics (603286) saw a significant decline of 10.00%, closing at 41.78 with a trading volume of 174,000 shares and a turnover of 749 million [2] - Other notable decliners included: - Mingxin Xuteng (605068) down 7.73% to 30.08 [2] - Xinquan Co. (603179) down 6.75% to 76.50 [2] Capital Flow - The automotive parts sector experienced a net outflow of 330 million from institutional investors, while retail investors saw a net inflow of 1.01 billion [2][3] - Key stocks with significant capital flow included: - Wanxiang Qianchao (000559) with a net inflow of 563 million from institutional investors, but a net outflow of 230 million from retail investors [3] - Chengfei Integration (002190) had a net inflow of 511 million from institutional investors, with a net outflow of 231 million from retail investors [3] - Blue Dai Technology (002765) saw a net inflow of 459 million from institutional investors, but a net outflow of 213 million from retail investors [3]

Group 1 - The core point of the news is that Mingxin Xuteng's stock price dropped by 5.12% to 30.93 CNY per share, with a trading volume of 98.21 million CNY and a turnover rate of 1.92%, resulting in a total market capitalization of 5.015 billion CNY [1] - Mingxin Xuteng New Materials Co., Ltd. is located in Jiaxing City, Zhejiang Province, and was established on December 7, 2005. The company was listed on November 23, 2020, and its main business involves the research and development, clean production, and sales of new materials for automotive interiors [1] Group 2 - From the perspective of major fund holdings, one fund under Huatai PineBridge has a significant position in Mingxin Xuteng. The Huatai Minying New Power Stock Fund (001541) reduced its holdings by 236,800 shares in the second quarter, now holding 498,200 shares, which accounts for 2.39% of the fund's net value, ranking as the eighth largest holding [2] - The Huatai Minying New Power Stock Fund (001541) was established on August 7, 2015, with a latest scale of 374 million CNY. Year-to-date returns are 44.72%, ranking 1047 out of 4220 in its category; the one-year return is 80.9%, ranking 888 out of 3824; and since inception, the return is 108.4% [2] - The fund manager of Huatai Minying New Power Stock Fund (001541) is Bian Zheng, who has been in the position for 3 years and 219 days. The total asset scale of the fund is 598 million CNY, with the best return during his tenure being 56.32% and the worst being 6.14% [2]