证券代码：002863 证券简称：今飞凯达 公告编号：2025-080 浙江今飞凯达轮毂股份有限公司 关于股东部分股份质押及解除质押的公告 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。 浙江今飞凯达轮毂股份有限公司（以下简称"公司"）接到股东今飞控股集 团有限公司（以下简称"今飞控股"）通知，获悉今飞控股将其所持有的本公司 部分股份办理质押及解除质押业务，具体事项如下： | 是否为 | 控股股 | 本次 | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 是否 | 东或第 | 质押 | 占其所 | 占公司 | 是否 | 质押开始日 | 股东 | 为补 | 质押到期 | 质押 | | | | | | | | 一大股 | 数量 | 持股份 | 总股本 | 为限 | 期（逐笔列 | 质权人 | 名称 | 充质 | 日 | 用途 | 东及其 | （万 ...

Core Viewpoint - The company is actively engaging in technological collaboration with a well-known domestic magnesium alloy research team to develop high-pressure casting and semi-solid high-pressure casting in the magnesium alloy sector [1]. Group 1: Technological Development - The company has entered a substantial development phase for magnesium alloy electric motorcycle wheels [1]. - Magnesium alloy automotive wheels based on semi-solid forming have been included in the company's product upgrade plan [1]. Group 2: Industry Trends - Industry-leading companies are advancing the industrialization of magnesium/aluminum alloy semi-solid injection molded wheels, which offer significant advantages in lightweighting and yield improvement [3]. - The company is evaluating the feasibility of introducing semi-solid forming technology and is considering technical connections with relevant equipment manufacturers and material suppliers [3].

Core Viewpoint - The company is collaborating with a well-known domestic magnesium alloy material research team to develop technologies in high-pressure casting and semi-solid high-pressure casting of magnesium alloys [2] Group 1: Technology Development - The company has initiated substantial development of magnesium alloy electric motorcycle wheels [2] - Magnesium alloy automotive wheels based on semi-solid forming have been included in the company's product upgrade plan [2]

Group 1 - The core point of the article is that Jinfei Kaida (002863.SZ) has confirmed that its casting machines are domestically produced [1] Group 2 - The company engaged with investors through an interactive platform to provide this information [1]

证券代码：002863 证券简称：今飞凯达 公告编号：2025-079 浙江今飞凯达轮毂股份有限公司 关于股东部分股份质押及解除质押的公告 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。 浙江今飞凯达轮毂股份有限公司（以下简称"公司"）接到股东今飞控股集 团有限公司（以下简称"今飞控股"）通知，获悉今飞控股将其所持有的本公司 部分股份办理质押及解除质押业务，具体事项如下： 二、股东股份解除质押基本情况 | 股东 | 是否为控股 股东或第一 | 本次解除质 | 占其所持股 | 占公司总 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 大股东及其 | 押股份数量 | 份比例 | 股本比例 | 起始日 | 解除日期 | 质权人 | | | 一致行动人 | （万股） | | | | | | | 今飞 | 是 | 3,500 | 22.50% | 5.84% | 2021-05-06 | 2025-11-21 | 浙商银行股份有 | | 控股 | | | | | | | 限公司金华分行 | ...

Core Viewpoint - China is a significant player in the global aluminum die-casting alloy industry, with the market size expected to reach 215.26 billion yuan in 2024, reflecting a year-on-year increase of 3.67% driven by the automotive market, electronics industry, and high-end equipment manufacturing [1][10]. Industry Overview - Aluminum die-casting alloys are produced through die-casting processes, primarily composed of silicon, manganese, magnesium, and trace elements, with production involving melting, refining, molding, and pouring [3]. - The industry benefits from the lightweight, high strength, and corrosion resistance of aluminum die-casting alloys, which are widely used in automotive, aerospace, medical, military, and electronic sectors [3]. Market Size and Growth - The aluminum die-casting alloy market in China is projected to grow, supported by the country's large automotive market and rapid advancements in the electronics sector [1][10]. - The global aluminum die-casting alloy market is expected to reach $142.78 billion by 2024, with a compound annual growth rate (CAGR) of 5.0% from 2024 to 2031 [10]. Competitive Landscape - International companies like Nemak, Ahresty, and Ryobi dominate the industry due to their technological expertise and extensive market presence [10]. - Domestic companies such as Aikodi, Wencan Group, and Guangdong Hongtu are emerging as significant players, benefiting from China's market demand and industrial support [10]. Industry Trends - The industry is moving towards precision and high performance, driven by the increasing quality and performance requirements from the automotive sector, especially for electric vehicles [12]. - There is a growing demand for customized solutions, necessitating improved customer communication and tailored product designs [13]. - The industry is also expanding into international markets, seeking to enhance competitiveness and brand influence through global partnerships and participation in international events [14].

Group 1: Business Strategy and Market Positioning - The company is focusing on structural adjustments in the domestic OEM market to enhance high-margin and high-growth business lines while reducing reliance on low-margin segments [3] - The new Anhui factory, operational since September 2025, is expected to solidify order growth by serving major automotive clients like Chery and BYD [3] - The domestic AM market is projected to grow significantly, with the company leveraging digital platforms to explore new business models [3] Group 2: International Expansion and Production Capacity - The second phase of the Thailand factory is set to commence production, targeting overseas OEM clients and benefiting from tariff advantages [4] - The company has established partnerships with key players in Southeast Asia, enhancing its competitive edge in the international market [4] - The dual development model of OEM and AM markets, along with the expansion into motorcycle wheel production, is expected to drive revenue growth [4] Group 3: Product Development and Innovation - The company plans to introduce a forging production line for lightweight and high-strength wheels, with production expected to start next year [6] - The magnesium-aluminum alloy wheels are currently in the product verification stage, with potential for mass production based on market demand [9] - The company is actively investing in robotics technology, with plans to develop core components and expand into high-end equipment manufacturing [7] Group 4: Financial Performance and Market Dynamics - The company employs an aluminum price linkage strategy to mitigate the impact of raw material price fluctuations [6] - The overseas AM market has a higher gross margin due to the diverse product offerings and tariff advantages, making it more profitable than the domestic OEM market [10] - The company anticipates a strong order pipeline for the fourth quarter, aligning with the peak production season [6]

Core Insights - Zhejiang's foreign trade has shown robust growth, with a total import and export value of 4.6 trillion yuan in the first ten months of the year, marking a year-on-year increase of 5.3%, surpassing the national average by 1.7 percentage points [2][3] - The province has diversified its trade markets, with ASEAN becoming the largest trading partner, accounting for 15.4% of total trade, while the EU remains the second largest [3][4] - The growth of private enterprises has been significant, contributing over 82% of the province's total foreign trade value, with 11.6 million private foreign trade companies reported [3][4] Trade Performance - Exports reached 3.47 trillion yuan, up 6.9% year-on-year, while imports totaled 1.13 trillion yuan, a modest increase of 0.4% [3] - The trade value with ASEAN reached 710.6 billion yuan, a 16.2% increase, while trade with the EU grew by 7.5% to 702.9 billion yuan [3] - The total import and export value with Belt and Road countries was 2.63 trillion yuan, reflecting an 8.4% growth [3] Market Dynamics - The number of foreign trade enterprises in Zhejiang reached 124,000, an increase of 8.6%, with private enterprises leading the growth [3][4] - Foreign-invested enterprises reported an import and export value of 564.4 billion yuan, growing by 2.4% [4] Structural Upgrades - The export structure is shifting towards high-value products, with machinery and electronics exports at 1.63 trillion yuan, up 8.4%, and "new three samples" exports at 107.8 billion yuan, growing by 20.2% [5] - Imports of machinery and electronics increased by 21.4% to 197.4 billion yuan, with high-tech product imports rising by 26.1% [5] Industry Highlights - The new energy vehicle sector is a standout in Zhejiang's foreign trade, with significant production and export activities [6] - Companies like Leap Motor and Zhejiang Jinfei Kaida are focusing on international markets, enhancing their global presence through local assembly and production [4][6] - Customs services are optimizing processes to support the export of new energy vehicles and components, ensuring efficient cross-border trade [6]

（编辑 王雪儿） 证券日报网讯 今飞凯达11月12日在互动平台回答投资者提问时表示，根据信息披露公平原则，公司会 在定期报告中披露对应时点的股东信息，敬请查阅相关公告。其他时间的股东人数查询应当向公司提供 证明持有公司股份的种类以及持股数量的书面文件，公司经核实股东身份后按照股东的要求予以提供。 ...

Core Viewpoint - The company Jinfei Kaida (002863) announced that it and its controlling subsidiaries do not have any overdue guarantees, are not involved in any litigation related to guarantees, and have not incurred any losses due to being ruled against in guarantee-related cases [1] Group 1 - The company confirmed the absence of overdue guarantees [1] - The company stated there are no ongoing litigations related to guarantees [1] - The company reported no losses from judgments against it regarding guarantees [1]