Core Viewpoint - The company Xinbo Co., Ltd. has announced the establishment of a subsidiary in Singapore, named "New Era International Industry Private Limited," with an investment of 1.5 million USD to expand its international market presence [1] Group 1 - The company is utilizing self-raised funds for the investment [1] - The new subsidiary aims to facilitate the company's product expansion into international markets [1]

证券代码：003038 证券简称：鑫铂股份 公告编号：2025-089 安徽鑫铂铝业股份有限公司 关于对外投资的公告 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。 1、对外投资的情况 为进一步提升安徽鑫铂铝业股份有限公司（以下简称"公司"）产品在国际 上的影响力和竞争力，满足公司多元化、国际化发展战略需要，公司以自筹资金 出资150万美元在新加坡设立子公司"新时代国际实业私人有限公司"用于公司 产品的国际市场拓展等业务。 2、根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律 监管指引第1号——主板上市公司规范运作》及《公司章程》等相关规定，本次 对外投资事项经由董事长审批，无需提交公司董事会及股东会审议。 3、本次签订的投资协议不构成关联交易，不构成《上市公司重大资产重组 管理办法》规定的重大资产重组。 二、投资标的的基本情况 1、出资方式：现金出资，资金来源为公司及子公司自有资金或自筹资金。 重要内容提示： 1、项目类型及金额：对外投资，计划投资150万美元，实际投资金额以中国 及当地主管部门批准金额为准； 2、资金来源：公司及子公司自有资金 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为638.52万元。该股近5个交易日累 计上涨0.42%，主力资金合计净流出2147.52万元。 责任编辑：小浪快报 第1笔成交价格为14.99元，成交15.20万股，成交金额227.79万元，溢价率为-11.09%，买方营业部为机 构专用，卖方营业部为东方证券股份有限公司合肥望江西路营业部。 第2笔成交价格为14.99元，成交14.00万股，成交金额209.86万元，溢价率为-11.09%，买方营业部为申 万宏源证券有限公司天津解放南路证券营业部，卖方营业部为东方证券股份有限公司合肥望江西路营业 部。 第3笔成交价格为14.99元，成交13.40万股，成交金额200.87万元，溢价率为-11.09%，买方营业部为中 信证券股份有限公司徐州建国西路证券营业部，卖方营业部为东方证券股份有限公司合肥望江西路营业 部。 10月15日，鑫铂股份收涨1.26%，收盘价为16.86元，发生3笔大宗交易，合计成交量42.6万股，成交金 额638.52万元。 ...

Group 1 - The core transaction involved 426,000 shares of Xinbo Co., with a total transaction value of 6.3852 million yuan, accounting for 8.19% of the total trading volume on that day [1] - The transaction price was 14.99 yuan, which represents an 11.09% discount compared to the market closing price of 16.86 yuan [1] - The major buyers included institutional investors, with significant purchases from various brokerage firms such as Dongfang Securities and CITIC Securities [2]

Core Insights - The company has achieved significant breakthroughs in magnesium-aluminum alloy products for the high-growth sectors of electric vehicles (EVs) and robotics, with a stable production capacity of 20,000 sets per month for EV components and plans to send samples to key clients in the robotics sector by the end of November 2025 [1][4]. Electric Vehicle Sector - The company entered the EV supply chain in August 2025 and has ramped up production to a stable output of 20,000 sets per month within two months, primarily for lightweight structural components such as vehicle body frames and battery housings [1][2]. - The domestic EV sales reached 3.89 million units in the first half of 2025, a year-on-year increase of 27%, highlighting the growing demand for lightweight materials to reduce energy consumption and enhance range [2]. - The penetration rate of magnesium-aluminum alloys in EVs is expected to increase from 8.5% in 2024 to 12% in 2025, with the company's annual supply capacity of 240,000 sets capable of meeting the lightweight component needs of approximately 120,000 EVs [2]. Robotics Sector - The company focuses on material innovation for core structural components in robotics, collaborating with leading clients to develop high-strength 7-series aluminum alloy components, which offer over 30% improvement in tensile strength and a 25% weight reduction compared to conventional 6-series alloys [3][4]. - The product has completed the mold development phase, with plans to send samples to key clients by the end of November 2025, followed by a performance testing period of 3-6 months [4]. Capacity Expansion and Investment - To meet the growth demands in both sectors, the company plans to invest 500 million yuan in a high-end aluminum processing expansion project, which will add 100,000 tons per year of aluminum processing capacity, with 30% allocated for EV and robotics components [4][6]. - The company has a strong foundation for its dual-track strategy, with R&D investment of 120 million yuan in 2024, accounting for 4.2% of revenue, and a total of 58 patents related to aluminum processing [5][6]. Industry Trends - The domestic market for lightweight materials in EVs is expected to exceed 200 billion yuan in 2025, with a compound annual growth rate (CAGR) of 18%, while the market for core structural components in robotics is projected to reach 32 billion yuan by 2029, with a CAGR exceeding 60% from 2025 to 2029 [6].

Core Viewpoint - Xinbo Co., Ltd. (stock code: 003038) announced on October 10 that its magnesium-aluminum alloy products will start supplying in August 2025, with current production stabilizing at around 20,000 sets, primarily for use in new energy vehicles [1] Group 1: Product Development and Supply - The company has completed preliminary research and testing for its magnesium-aluminum alloy products [1] - Production is expected to gradually increase as capacity expands [1] - The company is currently in the mold opening stage for magnesium-aluminum alloy structural components for robots, with samples expected to be delivered to leading robot customers by the end of November 2025 [1] Group 2: Business Strategy - The company plans to enhance business engagement and sample delivery pace for its magnesium alloy products [1]

Group 1 - Changyuan Power reported a power generation of 2.742 billion kWh in September, a year-on-year decrease of 41.88% [1] - The cumulative power generation from January to September was 27.332 billion kWh, down 8.24% year-on-year [1] - Huanyu Electronics achieved a consolidated revenue of 5.96 billion yuan in September, a year-on-year increase of 0.1% [1][2] Group 2 - Zhonghuan Environmental announced a change in controlling shareholder, with 27.5% of shares being transferred for a total consideration of 598 million yuan [2] - *ST Songfa's subsidiary signed contracts for the construction of 6 VLCCs, with a total contract value of approximately 600-900 million USD [1][3] - Suzhou Xinchen Technology's subsidiary plans to acquire 55% of Kunyu Lancheng for 74.25 million yuan [3] Group 3 - Guiguan Power reported a cumulative power generation of 31.848 billion kWh for the first three quarters, a year-on-year increase of 14.89% [4] - Jincheng Pharmaceutical's subsidiary received approval for the market launch of a raw material drug [4] - Shandong Steel expects a net profit of approximately 140 million yuan for the first three quarters, an increase of about 21.96 million yuan year-on-year [4][5] Group 4 - Xiangjia Co. reported sales revenue of 96.6186 million yuan from live poultry in September, with a sales price of 12.10 yuan/kg [6] - Aonong Bio's pig sales volume in September increased by 12.2% year-on-year, with a total of 164,400 pigs sold [7] - Mingtai Aluminum's aluminum plate and foil sales reached 1.1747 million tons in the first three quarters [8] Group 5 - Guangzhou Port expects to complete a container throughput of 2.051 million TEUs in September, a year-on-year decrease of 0.8% [11] - Jiangsu Sop plans to conduct a month-long maintenance on several production units starting October 10 [12] - Baike Bio received approval for a clinical trial of a combined vaccine for infants [13] Group 6 - Yutong Bus reported a 25.55% year-on-year increase in bus sales in September, totaling 4,756 units [16] - Shanghai Rural Commercial Bank's vice chairman and president's qualifications were approved [19] - Huayu Pharmaceutical's product received market approval in four countries [20] Group 7 - Longan Automobile reported a 24.92% year-on-year increase in vehicle sales in September, totaling 266,300 units [38] - Chip Origin expects a third-quarter revenue of 1.284 billion yuan, a year-on-year increase of 78.77% [39] - Bomaike signed a contract for an offshore floating production storage and offloading vessel project, with a contract value of approximately 190-240 million USD [40]

安徽鑫铂铝业股份有限公司公告，为子公司鑫铂光伏向招行合肥分行申请的1000万元国内信用证开立提 供最高额连带责任保证，《最高额不可撤销担保书》已签署。截至公告披露日，公司对鑫铂光伏担保余 额达122,901.25万元，对所有子公司担保余额为340,502.87万元，无逾期对外担保。鑫铂光伏信用良好， 近一年及一期财务数据显示其经营正常。公司董事会认为该担保利于子公司融资，风险可控，同意此次 担保安排。 ...

证券代码：003038 证券简称：鑫铂股份 公告编号：2025-088 ●被担保人名称：安徽鑫铂光伏材料有限公司（以下简称"鑫铂光伏"）。 ●本次新增担保金额合计人民币1,000.00万元。截至本公告披露日，安徽鑫铂 铝业股份有限公司（以下简称"公司"）对子公司鑫铂光伏提供担保余额为 122,901.25万元；公司对所有子公司提供担保余额为340,502.87万元。 本次担保事项发生前公司对子公司鑫铂光伏提供担保余额为121,901.25万元； 公司对所有子公司提供担保余额为339,502.87万元。 ●无逾期对外担保。 ●本次担保属于股东会授权范围内的担保事项。 一、担保情况概述 安徽鑫铂铝业股份有限公司 关于公司为子公司向银行申请授信额度提供最高额担保 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。 重要内容提示： 公司于2025年3月28日召开第三届董事会第二十次会议及第三届监事会第十 九次会议，并于2025年4月18日召开2024年年度股东大会，审议通过了《关于公 司对子公司提供担保额度的议案》，同意根据子公司的业务发展和市场开拓情况， 公司拟 ...

安徽鑫铂铝业股份有限公司（以下简称"公司"）子公司安徽鑫铂新能源汽车 零部件有限公司于 2025 年 9 月 29 日收到政府补助合计人民币 2,551.86 万元。其 中 1,551.86 万元为与资产相关的政府补助，1,000.00 万元为与收益相关的政府补 助。 二、补助的类型及其对上市公司的影响 根据《企业会计准则第 16 号——政府补助》有关规定，公司已确认补助事 项并划分补助类型，上述获得的政府补助预计将对公司利润产生一定的积极影响， 具体的会计处理以及对公司损益的影响情况仍须以审计机构年度审计确认后的 结果为准，敬请广大投资者注意投资风险。 特此公告。 安徽鑫铂铝业股份有限公司 证券代码：003038 证券简称：鑫铂股份 公告编号：2025-087 安徽鑫铂铝业股份有限公司 关于获得政府补助的公告 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。 一、获得补助的基本情况 董事会 2025年10月9日 ...