Group 1 - The core point of the article is that Wanliyang announced the approval of a proposal to increase capital and introduce a management team shareholding in its subsidiary, while the company will waive its preemptive rights [2] Group 2 - The decision was made during the eighth meeting of the sixth board of directors [2] - The announcement was made on the evening of August 8 [2] - The proposal indicates a strategic move to align management interests with the company's performance [2]

证券代码：002434 证券简称：万里扬 公告编号：2025-039 浙江万里扬股份有限公司 关于控股子公司增资扩股引入管理团队持股 暨公司放弃优先认购权的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 浙江万里扬股份有限公司（以下简称"公司"）于 2025 年 8 月 8 日召开的第 六届董事会第八次会议审议通过了《关于控股子公司增资扩股引入管理团队持股 暨公司放弃优先认购权的议案》，现将相关事项公告如下： 金华万云能科合伙企业以人民币 877.2 万元认购万里扬能源公司新增注册 资本 850 万元，占增资后万里扬能源公司注册资本的 3.9210%，其中 850 万元计 入注册资本，27.2 万元计入资本公积。 万里扬能源公司总经理吴云亮以人民币 730.656 万元认购万里扬能源公司 新增注册资本 708 万元，占增资后万里扬能源公司注册资本的 3.2660%，其中 708 万元计入注册资本，22.656 万元计入资本公积。 万里扬能源公司副总经理孟德雨以人民币 123.84 万元认购万里扬能源公司 新增注册资本 120 万元，占增资后万里扬能源公司 ...

具体内容详见刊登在巨潮资讯网（www.cninfo.com.cn）上《浙江万里扬股 份有限公司关于控股子公司增资扩股引入管理团队持股暨公司放弃优先认购权 的公告》（2025-039）。 表决结果：9 票同意，0 票反对，0 票弃权。 特此公告。 浙江万里扬股份有限公司 证券代码：002434 证券简称：万里扬 公告编号：2025-038 浙江万里扬股份有限公司 第六届董事会第八次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 浙江万里扬股份有限公司（以下简称"公司"）第六届董事会第八次会议 通知于 2025 年 8 月 4 日以电子邮件、书面形式送达公司全体董事，并于 2025 年 8 月 8 日以通讯方式召开，会议应参会董事 9 名，实际参会董事 9 名。会议 通知和召开程序符合《公司法》及《公司章程》的有关规定。会议以书面表决 方式通过了以下决议： 一、审议通过《关于控股子公司增资扩股引入管理团队持股暨公司放弃优先 认购权的议案》 董事会 2025 年 8 月 9 日 ...

Group 1 - The core viewpoint of the news is that Wanliyang (002434) has shown a decline in stock price and a mixed performance in terms of capital flow and financial results as of August 8, 2025 [1][3] - As of the latest financial report for Q1 2025, the company reported total revenue of 1.324 billion yuan, representing a year-on-year growth of 8.74%, and a net profit attributable to shareholders of 108 million yuan, which is a 19.15% increase year-on-year [1] - The company's liquidity ratios are reported as a current ratio of 1.140 and a quick ratio of 0.855, with a debt-to-asset ratio of 45.64% [1] Group 2 - Wanliyang has made investments in 29 external companies and participated in 48 bidding projects, indicating active engagement in business expansion [2] - The company holds 72 trademark registrations and 614 patents, showcasing its focus on intellectual property and innovation [2] - Additionally, Wanliyang possesses 18 administrative licenses, reflecting its compliance and operational capabilities [2]

Market Overview - On August 6, the Shanghai Composite Index rose by 0.45%, with the total margin trading balance reaching 2009.41 billion yuan, an increase of 9.155 billion yuan compared to the previous trading day [1] - The margin trading balance in the Shanghai market was 1023.066 billion yuan, up by 3.839 billion yuan; in the Shenzhen market, it was 979.971 billion yuan, up by 5.161 billion yuan; and in the Beijing Stock Exchange, it was 6.377 billion yuan, up by 0.155 billion yuan [1] Industry Analysis - Among the industries tracked by Shenwan, 21 industries saw an increase in margin trading balances, with the mechanical equipment industry leading with an increase of 2.043 billion yuan, followed by the electronics and defense industries with increases of 1.395 billion yuan and 1.338 billion yuan, respectively [1] Stock Performance - A total of 2104 stocks experienced an increase in margin trading balances, accounting for 56.70% of the total, with 523 stocks seeing an increase of over 5% [1] - Tianming Technology had the largest increase in margin trading balance, reaching 16.6608 million yuan, a rise of 111.76% from the previous trading day, and its stock price increased by 5.09% [1] - Other notable stocks with significant increases in margin trading balances included Yuanhang Precision and LIGONG Navigation, with increases of 86.49% and 65.40%, respectively [1] Top Gainers and Losers - Among the top 20 stocks with the largest increases in margin trading balances, the average increase in stock prices was 6.11%, with Huami New Materials, Riyue Ming, and Yuanhang Precision leading with increases of 29.96%, 19.99%, and 11.99%, respectively [2] - Conversely, stocks with the largest declines in margin trading balances included Baolijie, with a decrease of 34.99%, followed by Feng'an Co. and Anke Innovation, with declines of 33.76% and 25.58%, respectively [4][5]

Market Overview - As of August 6, the Shanghai Composite Index closed at 3633.99 points, with a change of +0.45%. The Shenzhen Component Index closed at 11177.78 points, up by +0.64%. The ChiNext Index ended at 2358.95 points, increasing by +0.66% [1]. Trading Volume Analysis - A total of 2406 stocks saw an increase in average transaction volume, with 39 stocks experiencing a rise of over 50%. Conversely, 2146 stocks reported a decrease in average transaction volume [1]. - Notable stocks with significant increases in average transaction volume include Feilong Co., Ltd. (up 314.48%), Jingquan Technology (up 166.57%), and Wantong Technology (up 139.10%) [1]. Active Stocks by Transaction Count - The stocks with the highest increase in transaction count include *ST Yazhen (up 6523.83%), Zhongheng Group (up 1421.98%), and Shunwei Co., Ltd. (up 1244.82%) [2]. - Other active stocks include Kehua Bio-engineering (up 674.27%) and New Spring Co., Ltd. (up 556.31%) [2]. Stocks with Significant Increases in Both Transaction Volume and Count - Wantu Technology showed a daily increase of 10.00%, with an average transaction volume increase of 139.10% and a transaction count increase of 300.05% [3]. - Zhejiang Huaye experienced a 20.00% increase in stock price, with a 106.45% rise in average transaction volume and a 214.51% increase in transaction count [4].

万里扬最新一期业绩显示，截至2025一季报，公司营业总收入13.24亿元、同比增长8.74%，归属净利润 1.08亿元，同比增长19.15%，扣非净利润9293.54万元，同比增长4.99%，流动比率1.140、速动比率 0.855、资产负债率45.64%。 天眼查商业履历信息显示，浙江万里扬股份有限公司，成立于2003年，位于金华市，是一家以从事汽车 制造业为主的企业。企业注册资本131260万人民币，实缴资本131260万人民币。公司法定代表人为黄河 清。 金融界消息 截至2025年8月6日收盘，万里扬（002434）报收于8.69元，上涨10.0%，换手率6.24%，成 交量81.84万手，成交金额6.84亿元。 资金流向方面，今日主力资金净流入1.17亿元，占比成交额17.19%。其中，超大单净流入1.22亿元、占 成交额17.85%，大单净流出456.90万元、占成交额0.67%，中单净流出流出5341.51万元、占成交额 7.81%，小单净流出6407.90万元、占成交额9.37%。 通过天眼查大数据分析，浙江万里扬股份有限公司共对外投资了29家企业，参与招投标项目48次，知识 产权方面有商标信息 ...

Core Viewpoint - The company has initiated the development of its first batch of robotic joint precision transmission products, involving six products for two clients [2] Group 1: Company Developments - The company has established Zhejiang Wanliyang Robot Technology Co., Ltd. to focus on the R&D and industrialization of robotic joint precision transmission products [2] - The product platform planning has been preliminarily completed, including categories such as harmonic reducers, planetary reducers, brushless motors, and controllers [2] - Standardization and platform design have been achieved for various product categories, including platform models, diameters, gear ratios, and controller types [2] Group 2: Business Segments - The company's business includes automotive parts and new energy storage [2] - The automotive parts segment focuses on the R&D, production, and sales of automotive transmission and drive system products, covering passenger vehicles, commercial vehicles, and new energy vehicles [2] - The company is also developing non-road transmission/drive system products, including electric drive systems for construction machinery and various tractor systems [2] - The company is expanding its export business for components such as gears, shafts, housings, aluminum die-cast parts, cast iron parts, and forgings [2] - The new energy storage business encompasses power generation side storage power stations, grid-side independent storage power stations, user-side storage power stations, and electricity trading [2]

Group 1: Automotive Components Business - The company focuses on the research, production, and sales of automotive transmission and drive system products, covering passenger vehicles, commercial vehicles, and new energy vehicles [1] - The company is actively developing non-road transmission/drive system products, including electric drive systems for construction machinery and high-power tractors [2] - The company has expanded its international market, increasing direct exports of CVT products and developing electric vehicle (EV) reducers [2] Group 2: Commercial Vehicle Transmission Business - The light truck transmission business is steadily developing existing manual transmission products while actively developing electric products, covering P2 and PS hybrid systems [2] - The heavy truck transmission business includes AMT automatic transmissions and pure electric drive systems, with related products gradually entering mass production [2] Group 3: Non-Road Transmission/Drive Systems - The company is focusing on the development of electric drive systems for construction machinery and high-power tractors, with new product research and customer development progressing simultaneously [2] Group 4: New Energy Storage Business - The company has operational independent energy storage power stations in Zhaoqing and Yiwu, with installed capacities of 100MW/200MWh and 100MW/200MWh, respectively [3] - Additional energy storage projects are under construction in Guangdong and Zhejiang, which will further increase revenue from the energy storage business [3] Group 5: Robotics Components Business - The company established Zhejiang Wanyiyang Robotics Technology Co., Ltd. to focus on the research and industrialization of precision transmission products for robots [4] - Initial product platform planning has been completed, including standardization and platform design for various types of products [4]

Core Insights - The article provides a comprehensive list of the top 30 publicly listed companies in the die-casting industry in China, highlighting their financial performance, technological advancements, and key clients. Group 1: Company Performance - Guangdong Hongtu reported Q1 2025 revenue of 2.099 billion with a gross margin of 12.58% and holds over 500 patents in aluminum alloy technology, serving clients like Tesla and BYD [1] - Huayang Group achieved Q1 2025 revenue of 1.991 billion and a gross margin of 21.56%, focusing on automotive electronic die-casting and serving clients such as BMW and Mercedes [4] - Ningbo Top Group reported Q1 2025 revenue of 5.768 billion, being a supplier for Tesla's integrated rear cabin [7] - Wencan Co. reported Q1 2025 revenue of 1.27 billion with a gross margin of 13.43%, specializing in integrated die-casting technology [9] - Lichung Group achieved Q1 2025 revenue of 5.967 billion, with a year-on-year growth of 16.49% [16] Group 2: Technological Advancements - Yian Technology is a global leader in liquid metal die-casting, producing over 5 million magnesium alloy parts annually [3] - Shenzhen New Star has developed a high vacuum die-casting process, expecting 1 billion revenue from automotive optical business in 2025 [17] - Meili Xin reported a 60% revenue growth in the photovoltaic sector in 2023, with a global market share of 25% in photovoltaic inverter die-casting [18] Group 3: Client Relationships - Aikodi serves clients including NIO and Bosch, with a 35% increase in net profit in 2023 [6] - Cloud Metal reported a 55% growth in magnesium alloy business in 2023, serving clients like Tesla and BMW [14] - BYD has achieved over 80% self-supply rate for die-casting parts in 2023, with a 30% increase in self-developed equipment capacity [20]