Core Viewpoint - Jiangsu Asia-Pacific Light Alloy Technology Co., Ltd. announced the implementation of the 2025 semi-annual equity distribution plan, which includes a cash dividend distribution to shareholders [1] Summary by Relevant Sections - **Equity Distribution Details** - The equity distribution is based on a total share capital of 1.234 billion shares, excluding repurchased shares [1] - A cash dividend of 1 yuan (including tax) will be distributed for every 10 shares, totaling 123 million yuan [1] - No stock bonus or capital increase will be provided [1] - **Key Dates** - The record date for the distribution is September 22, 2025 [1] - The ex-dividend date is September 23, 2025 [1] - **Dividend Calculation** - The ex-dividend price is calculated based on the total share capital before the distribution, resulting in a cash dividend of approximately 0.0987332 yuan per share [1] - **Distribution Method** - The company has entrusted China Securities Depository and Clearing Corporation Limited Shenzhen Branch to distribute cash dividends to some A-share shareholders, while others will be distributed directly by the company [1] - **Adjustments Post Distribution** - Following the equity distribution, adjustments will be made to the convertible bond conversion price and the stock option exercise price under the equity incentive plan [1]

证券代码：002540 证券简称：亚太科技 公告编号：2025-079 债券代码：127082 债券简称：亚科转债 江苏亚太轻合金科技股份有限公司 2025 年半年度权益分派实施公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、江苏亚太轻合金科技股份有限公司（以下简称"公司"）2025年半年度利 润分配方案为：以实施本次权益分派的股权登记日总股本扣除回购专用证券账户 股份后的股本为基数，向全体股东每10股派发现金股利1.00元人民币（含税）； 不送股；不以公积金转增股本。 2、根据《公司法》规定，公司回购专用证券账户股份不享有参与利润分配 的权利。按公司总股本（含回购股份）折算，每10股现金红利为0.987332元；据 此，公司本次权益分派实施后计算除息价时，每股现金红利按0.0987332元/股计 算，即本次权益分派实施后的除息价=股权登记日收盘价-0.0987332元/股。 一、股东大会授权及董事会审议通过利润分配方案情况 1、公司于 2025 年 4 月 18 日召开第六届董事会第二十六次会议、2025 年 5 月 13 日召开 20 ...

证券代码：002540 证券简称：亚太科技 公告编号：2025-080 债券代码：127082 债券简称：亚科转债 江苏亚太轻合金科技股份有限公司 关于因2025年半年度权益分派调整可转债转股价格的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 一、转股价格调整依据 根据《江苏亚太轻合金科技股份有限公司向不特定对象发行可转换公司债券 募集说明书》（以下简称"《募集说明书》"）的规定，在"亚科转债"发行之后， 当公司发生送红股、转增股本、增发新股（不包括因本次发行的可转债转股而增 加的股本）、配股以及派发现金股利等情况时，公司将按上述条件出现的先后顺 序，依次对转股价格进行累积调整。 2025年8月22日，公司召开第六届董事会第三十次会议、第六届监事会第二 十一次会议审议通过《关于2025年半年度利润分配预案》：以实施本次权益分派 的股权登记日总股本扣除回购专用证券账户股份后的股本为基数，向全体股东每 10股派发现金股利1.00元（含税）；不送股；不以公积金转增股本。本次利润分 配方案在股东大会对董事会的授权范围内，无需再次提交股东大会审议。本 ...

Group 1 - The core viewpoint of the news is that Asia Pacific Technology has shown a positive stock performance with a 10.18% increase year-to-date and a market capitalization of 8.202 billion yuan [1] - As of June 30, 2025, Asia Pacific Technology reported a revenue of 3.725 billion yuan, representing a year-on-year growth of 4.12%, while the net profit attributable to shareholders decreased by 15.46% to 208 million yuan [2] - The company specializes in the development and manufacturing of high-performance aluminum alloy extrusions and components, with its main business revenue composition being 40.57% from thermal management system aluminum, 32.54% from chassis safety system aluminum, and 8.74% from aerospace and other aluminum [1][2] Group 2 - The stock has seen a trading volume of 83.0393 million yuan with a turnover rate of 1.48% as of September 16, 2023 [1] - The company has a total of 47,400 shareholders as of June 30, 2025, which is a decrease of 2.86% from the previous period [2] - Asia Pacific Technology has distributed a total of 2.846 billion yuan in dividends since its A-share listing, with 1.347 billion yuan distributed in the last three years [2]

证券代码：002540 证券简称：亚太科技 公告编号：2025-078 江苏亚太轻合金科技股份有限公司 关于权益分派实施期间可转债暂停转股的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 经中国证券监督管理委员会《关于核准江苏亚太轻合金科技股份有限公司公 开发行可转换公司债券的批复》（证监许可[2023]156 号）核准，江苏亚太轻合 金科技股份有限公司（以下简称"公司"）于 2023 年 3 月 9 日公开发行了 1159 万 张可转换公司债券（以下简称"可转债"），每张面值为人民币 100 元，按面值发 行，共计发行 1159 万张，募集资金总额为 1,159,000,000 元。债券期限为自发行 之日起六年，即自 2023 年 3 月 9 日至 2029 年 3 月 8 日。自 2023 年 9 月 15 日起, 公司可转债进入转股期。 公司于 2025 年 4 月 18 日召开第六届董事会第二十六次会议、2025 年 5 月 13 日召开 2024 年度股东大会，审议通过《关于 2025 年度中期分红安排的议案》， 公司股东大会 ...

Core Viewpoint - Jiangsu Asia-Pacific Light Alloy Technology Co., Ltd. held a performance briefing for the first half of 2025, revealing significant information regarding its competitive advantages, market expansion, and project progress [1] Competitive Advantages - Asia-Pacific Technology is a key aluminum supplier in the automotive thermal management and lightweight system components sectors, with notable collaborations with major clients like Germany's Mahle and France's Valeo. The company expects to achieve over 3 billion yuan in revenue from global automotive and industrial thermal management system products in 2024 [1] - In the automotive lightweight system components sector, the company serves numerous domestic and international automakers, projecting nearly 3.1 billion yuan in revenue for 2024, accounting for 41% of total revenue, with some products leading in global niche markets [1] Cash Dividends - The company maintains stable cash dividends based on strong profitability and financial health. The total cash dividend for 2024 (including interim dividends) is 444,632,035.28 yuan, representing 96.06% of the net profit attributable to shareholders. For the first half of 2025, a proposed cash dividend of 123,586,267.80 yuan is planned, accounting for 59.41% of the half-year net profit [1] Market Expansion - In the first half of 2025, the company not only consolidated its automotive business but also expanded into emerging sectors such as industrial thermal management and aerospace. The main business revenue for the first half of 2025 reached 3.599 billion yuan, an increase of 8.42% year-on-year, with aluminum revenue from chassis safety systems at 1.212 billion yuan, up 11.48% year-on-year [1] Project Progress - The company is investing in the "Northeast Headquarters Production Base for Automotive Lightweight Aluminum Products (Phase I)" in Shenyang, with a total planned investment of 600 million yuan. As of the end of the first half of 2025, the construction permit has been obtained, and infrastructure preparations are progressing as planned [1] Pricing Mechanism - The company employs a pricing mechanism based on "aluminum ingot price + processing fee," organizing production according to customer orders. The aluminum ingot price is generally determined by the monthly average of high and low prices from the Shanghai Nonferrous Metals Exchange [1] Revenue and Profit Trends - Despite an increase in revenue for the first half of 2025, net profit declined due to the low gross margins of products in the market promotion phase, increased R&D expenses from multiple projects entering trial production, and higher depreciation from newly operational projects [1] Impact of Tariff Policies - The company's overseas sales accounted for 9.16% in the first half of 2025, with a small proportion directly exported to the U.S. The company plans to strengthen its core competitiveness to mitigate the impact of tariff policies [1]

Group 1: Market Position and Revenue - The company is a key supplier of aluminum materials for automotive thermal management and lightweight systems, partnering with major clients like Mahle, Valeo, and Bosch [2][3] - In 2024, revenue from automotive thermal management products exceeded 1 billion yuan, accounting for approximately 30.42% of total revenue [2] - Revenue from automotive lightweight system components reached nearly 3.1 billion yuan in 2024, representing about 41% of total revenue [3] Group 2: Financial Performance and Dividends - The company plans to distribute a total cash dividend of 444,632,035.28 yuan for the 2024 fiscal year, which is 96.06% of the net profit attributable to shareholders [3] - For the first half of 2025, the proposed cash dividend is 123,586,267.80 yuan, amounting to 59.41% of the net profit for that period [3] Group 3: Business Development and Challenges - In the first half of 2025, the company achieved a main business revenue of 35.99 billion yuan, an increase of 8.42% year-on-year [4] - The decline in net profit is attributed to decreased sales volumes of downstream mass-produced vehicles and increased R&D expenses due to new projects entering trial production [5] - The company maintains a pricing mechanism based on "aluminum ingot price + processing fee," which mitigates the impact of fluctuating aluminum prices on net profit [4][5] Group 4: Future Projects and Investments - The company is investing 600 million yuan in the Northeast headquarters production base for automotive lightweight aluminum products, with construction progressing as planned [4] - Several projects, including high-performance aluminum alloy upgrades and green energy materials, are entering trial production stages [5] Group 5: International Sales and Tariff Impact - In the first half of 2025, overseas sales accounted for 9.16% of total revenue, with a small proportion directly exported to the U.S. [5] - The company aims to enhance its core competitiveness to effectively respond to changes in U.S. tariff policies [5]

证券代码：002540 证券简称：亚太科技 公告编号：2025-077 债券代码：127082 债券简称：亚科转债 公司实际控制人之周福海先生、于丽芬女士分别通过配售认购"亚科转债" 4,707,665 张、449,352 张，分别占公司可转债发行总量的 40.62%、3.88%。（具 体内容详见公司于 2023 年 4 月 26 日登载于巨潮资讯网（www.cninfo.com.cn）的 《向不特定对象发行可转换公司债券上市公告书》） 近日，公司接到实际控制人之周福海先生、于丽芬女士的通知，获悉 2025 年 7 月 22 日至 2025 年 9 月 8 日期间其通过竞价交易及大宗交易方式转让其所持 有的"亚科转债"共计 1,172,592 张，占公司可转债发行总量的 10.12%。 三、其他 本次债券持有人可转债持有比例变动情况未违反《深圳证券交易所股票上市 规则》、《上市公司收购管理办法》等法律法规关于可转债减持的相关规定，未 违反公司《向不特定对象发行可转换公司债券募集说明书》、《向不特定对象发 行可转换公司债券上市公告书》中关于可转债减持的相关承诺。 江苏亚太轻合金科技股份有限公司 关于债券持有人可 ...

Group 1 - The core viewpoint of the news highlights the growth in China's aluminum alloy production, with a reported output of 1.54 million tons in July 2025, representing a year-on-year increase of 10.7% [1] - Cumulative production from January to July 2025 reached 10.628 million tons, showing a cumulative growth of 14.8% [1] - The report indicates that the aluminum alloy industry in China is expected to continue its upward trend, as outlined in the strategic analysis report by Zhiyan Consulting for the period of 2025-2031 [1] Group 2 - The listed companies in the aluminum industry include China Aluminum (601600), Nanshan Aluminum (600219), and others, indicating a diverse market landscape [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing comprehensive industry research reports and tailored services [2] - The data source for the production statistics is the National Bureau of Statistics, emphasizing the reliability of the information presented [2]

Market Overview - On September 4, the industrial metals sector fell by 4.23%, with Huayu Mining leading the decline [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Individual Stock Performance - Notable gainers included: - Yian Technology (300328) with a closing price of 18.60, up 3.91% [1] - Asia Pacific Technology (002540) at 6.58, up 3.46% [1] - Significant decliners included: - Huayu Mining (601020) at 24.65, down 10.00% [2] - Baiyin Nonferrous (601212) at 3.82, down 9.69% [2] - Luoyang Jiyie (603993) at 12.44, down 8.86% [2] Trading Volume and Capital Flow - The industrial metals sector experienced a net outflow of 3.687 billion yuan from main funds, while retail investors saw a net inflow of 2.769 billion yuan [2][3] - The trading volume for individual stocks varied, with notable figures such as: - Huayu Mining with a trading volume of 796,900 shares [2] - Baiyin Nonferrous with 4,925,700 shares [2] Capital Inflow Analysis - Key stocks with significant main fund inflows included: - Nanshan Aluminum (600219) with a net inflow of 71.11 million yuan [3] - Tianshan Aluminum (002532) with a net inflow of 34.90 million yuan [3] - Conversely, stocks like Tianshan Aluminum saw a retail net outflow of 56.38 million yuan [3]