Group 1: Project Progress and Business Overview - The company has completed and put into production the first phase of the lightweight body and key component precision forming equipment smart manufacturing factory project funded by convertible bonds [1] - The second phase of the lightweight component (non-ferrous casting) project has been completed and is in production, while the lightweight body component project is still ongoing with some equipment already in production [1] - The second-phase factory has already started production, contributing to capacity release [2] Group 2: Lightweight Business Planning - The product range includes aluminum alloy assemblies, three-voltage die-cast parts, integrated die-cast body structure parts, and aluminum alloy chassis components [1] - The company is focusing on market expansion around Wuhu, Hefei, and surrounding areas, leveraging existing channels and customer relationships [1] - Research and development plans include alloy material development, die-casting process development, and mold development [2] Group 3: Robotics and Automation - The company’s subsidiaries are involved in manufacturing automotive welding fixtures and flexible automated production lines [2] - The produced robots and AMR robots can adapt to dynamic scenarios and perform complex collaborative tasks [2] - The company aims to explore more development opportunities in the robotics field while maintaining focus on lightweight and smart manufacturing [2] Group 4: Cost Control and Market Strategy - The company is implementing strategies such as technological cost reduction, efficiency improvement, and upstream cost transmission to maintain market competitiveness in response to price reductions from OEMs [2] - The company’s operations are currently normal, with new business and existing orders progressing as planned [2] - The business scale for equipment is expected to further increase, while the parts business is anticipated to grow as capacity is gradually released throughout the year [2]

Core Viewpoint - The company, Ruihu Mould, reported that as of August 29, 2025, the latest number of shareholders is 24,815 [2] Company Summary - Ruihu Mould has engaged with investors through an interactive platform, providing updates on shareholder numbers [2] - The company is actively managing its shareholder base, indicating a level of transparency and communication with investors [2]

Group 1 - The company, Ruihu Mould, announced on September 10 that its precision forming equipment and lightweight components projects for new energy vehicles have been completed and are now in production [2]

Core Viewpoint - The company has completed the construction and commenced production of its precision forming equipment and lightweight components projects for electric vehicles as of September 10 [2]. Group 1 - The company's precision forming equipment and lightweight components project for electric vehicles was completed and has started production [2]. - The second phase of the company's lightweight components project (non-ferrous casting) reached 85% completion by the end of June and has also commenced partial production [2].

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。 为进一步加强与投资者的互动交流，瑞鹄汽车模具股份有限公司（以下简称 "公司"）将参加由安徽证监局指导，安徽上市公司协会与深圳市全景网络有限 公司联合举办的"2025 年安徽上市公司投资者网上集体接待日"，现将相关事项 公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2025 年 9 月 15 日（周一）15:00-17:00。届时 公司高管将在线就公司业绩、公司治理、发展战略、经营状况等投资者关心的问 题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 瑞鹄汽车模具股份有限公司 关于参加 2025 年安徽辖区上市公司投资者 网上集体接待日活动的公告 证券代码：002997 证券简称：瑞鹄模具 公告编号：2025-055 特此公告！ 瑞鹄汽车模具股份有限公司 董事会 2025 年 9 月 10 日 ...

Core Viewpoint - The company has made progress in its lightweight business and robotics sector, with some projects already in production and others nearing completion [2]. Group 1: Lightweight Business - The company's precision forming equipment and lightweight component projects for new energy vehicles have been completed and are now in production [2]. - The second phase of the lightweight component project (non-ferrous casting) has also been completed and is operational [2]. - The lightweight body component project for new energy vehicles is not fully completed, but some equipment is already in production, with capacity expected to be gradually released [2]. Group 2: Robotics Business - The company's subsidiary, Anhui Ruixiang Industrial Co., Ltd., has received orders for industrial robot-related products, with some products already delivered [2].

Core Viewpoint - The stock price of Ruihu Mould (002997.SZ) dropped by 5.06% to 37.89 yuan, marking a new low since July 17, due to a planned share reduction by its shareholder Chery Technology [1] Company Summary - Chery Technology plans to reduce its holdings by up to 6.2796 million shares, which represents no more than 3% of the company's total share capital [1] - The reason for the share reduction is attributed to the development of new projects, global industrial layout, and the company's own funding needs [1]

Investment Rating - The report indicates a positive outlook for the thermal management materials industry, driven by strong downstream market demand and technological advancements [3][21]. Core Insights - The thermal management materials industry is experiencing sustained growth due to increasing demand from downstream sectors such as consumer electronics, automotive electronics, and data centers. The global thermal management market is projected to grow at a compound annual growth rate (CAGR) of 8.5%, increasing from $17.3 billion in 2023 to $26.1 billion by 2028 [3][21]. - The penetration rates of heat pipes and vapor chambers are continuously rising, with local procurement becoming a significant trend as domestic companies mature technologically [3][21]. Summary by Sections 1. Industry Demand and Growth - The global demand for thermal management materials is on the rise, with a forecasted market size growth from $17.3 billion in 2023 to $26.1 billion by 2028, reflecting a CAGR of 8.5% [3][21]. - The shift towards high-performance, miniaturized, and integrated electronic products is intensifying the need for effective thermal management solutions [3][21]. 2. Market Segmentation - Heat pipes and vapor chambers are becoming mainstream solutions in high-end smartphones, with market sizes expected to reach $3.776 billion and $1.197 billion respectively by 2025, with CAGRs of 6.17% and 14.20% [15][18]. - The thermal interface materials market is projected to grow from $5.2 billion in 2019 to $7.6 billion by 2026, with a CAGR of 5.57% [16][19]. 3. Local Procurement Trends - Local procurement is becoming a dominant trend in the thermal management materials industry, driven by supply chain security concerns among domestic electronic brands [35][36]. - Domestic companies like Suzhou Tianmai and Zhongshi Technology are expected to benefit from this trend as they enhance their technological capabilities [35][36]. 4. Key Beneficiaries - Suzhou Tianmai is highlighted as a key player in the industry, having established itself early in the ultra-thin heat pipe and vapor chamber market, achieving significant production scale and client certifications [4][35].

Core Viewpoint - Chery Technology plans to reduce its stake in Ruihu Automotive Mould Co., Ltd. by up to 6.2796 million shares, representing 3% of the company's total share capital, within three months after the announcement [1][2]. Group 1: Shareholder Information - Chery Technology currently holds 12.90% of Ruihu Automotive Mould's total share capital, classified as "unrestricted circulating shares" [1]. - The reduction will be executed through centralized bidding or block trading, with specific limits on the number of shares that can be sold within a 90-day period [2]. Group 2: Reduction Plan Details - The maximum reduction of shares is capped at 3% of the total share capital, with a limit of 2,093,200 shares for centralized bidding and 4,186,400 shares for block trading within any 90-day period [2]. - The reduction plan aligns with previously disclosed intentions and commitments by Chery Technology [5]. Group 3: Compliance and Commitments - Chery Technology has committed to adhere to relevant regulations and will not engage in any share reduction that violates its lock-up commitments made at the time of the company's IPO [2][4]. - The company will follow the applicable laws and regulations regarding share reduction and will fulfill its information disclosure obligations [3][4].

Summary of Key Points Core Viewpoint - On September 5, Guizhou Moutai disclosed its shareholding increase, while 24 listed companies announced shareholding reductions, indicating a mixed sentiment in the market regarding stock performance and investor confidence [1][2]. Group 1: Shareholding Increases - Guizhou Moutai's controlling shareholder, Moutai Group, received a commitment letter for a loan of up to 2.7 billion yuan from Agricultural Bank [2]. Group 2: Shareholding Reductions - A total of 24 companies reported shareholding reductions, including: - Aohai Technology: Shareholder plans to reduce holdings by up to 7 million shares [2]. - Ruihu Mould: Shareholder plans to reduce up to 3% of company shares [2]. - Guanghua Technology: Some executives plan to reduce a total of up to 477.81 thousand shares [2]. - Kaipu Detection: Vice President plans to reduce company shares [2]. - Liren Technology: Controlling shareholder plans to reduce up to 3% of shares [2]. - Tonghuashun: Controlling shareholder plans to reduce a total of up to 0.26% of shares [2]. - Kexin Innovation Source: One of the actual controllers plans to reduce up to 141.5 thousand shares [2]. - Other companies such as Feima International, Changjiang Materials, and others also reported various plans for share reductions [2].