Core Viewpoint - The company has established a subsidiary in Mexico to serve North American automotive parts customers [1] Group 1: Company Strategy - The subsidiary's implementation will occur in three phases: first, establishing a marketing and transit delivery base in Mexico; second, building a small-scale production base; and third, constructing a large die-casting base [1] - Currently, the company is advancing the first phase, having selected Querétaro as the site, with registration work in progress [1]

Group 1 - On December 1, a total of 17 companies were investigated by institutions, with 13 companies being surveyed by funds, indicating strong interest in these firms [1] - Tianhua New Energy was the most popular, with 40 funds participating in its survey, followed by Yian Technology and Huadian Technology with 14 and 4 funds respectively [1] - Among the surveyed companies, there were 3 from the Shenzhen Main Board, 9 from the ChiNext Board, and 1 from the Shanghai Main Board [1] Group 2 - The total market capitalization of the surveyed A-shares included 1 company with a market cap over 50 billion yuan and 7 companies with a market cap below 10 billion yuan, such as Huawu Co., Weili Transmission, and Yuehai Feed [1] - In terms of market performance, 11 out of the surveyed stocks increased in the last 5 days, with Tongyu Communication, Henghui Security, and Jiayuan Technology showing the highest gains of 43.97%, 25.35%, and 22.20% respectively [1] - Among the surveyed stocks, 6 experienced net capital inflows in the last 5 days, with Hunan Yuneng receiving the most at 449 million yuan, followed by Tongyu Communication and Tianhua New Energy with net inflows of 437 million yuan and 341 million yuan respectively [1]

此外，医疗器械领域的镁骨钉产品是宜安科技的另一大亮点业务，其量产应用前景受到机构投资者的重 点关注。公司通过多年研究已掌握相关专利，尽管目前尚未实现放量，但市场及患者群体对镁骨钉产品 存在显著需求。 整体来看，宜安科技在液态金属、机器人、海外基地、医疗器械等多个领域的协同布局，构建起了多维 度、高韧性的业务矩阵，契合当前消费电子升级、机器人产业崛起、全球化分工深化、医疗技术创新等 核心趋势。展望未来，随着株洲新工厂产能逐步释放、液态金属应用场景持续拓展、墨西哥基地建设稳 步推进、机器人业务与医疗器械业务逐步落地，公司有望充分受益于相关产业的快速发展。 液态金属作为宜安科技的核心优势业务，其应用场景的持续拓展成为机构关注的重点话题。据介绍，在 消费电子领域，国内最早推出折叠屏手机的安卓客户从第一代机型就选用了宜安科技的非晶合金(液态 金属)技术，充分印证了公司液态金属技术在产品可靠性、结构支撑性能等方面的显著优势，也体现了 客户对公司技术实力与产品品质的高度认可。此外，在AI服务器散热领域，公司通过多年研究已掌握 相关专利。 在机器人领域，宜安科技基于未来发展战略，已成立具身机器人事业部。该项布局既顺应了机器人 ...

Core Insights - Dongguan Yian Technology Co., Ltd. (stock code: 300328) has engaged with nearly 30 institutions through offline and online meetings, focusing on key topics such as the construction of the Zhuzhou new factory, expansion of liquid metal applications, robotics business layout, and progress of the Mexico base [1][2][4] - The company specializes in precision manufacturing of new metal materials, with significant technological accumulation in aluminum-magnesium alloys and amorphous alloys (liquid metals), serving high-growth sectors like consumer electronics, medical devices, robotics, and new energy vehicles [1][2] Zhuzhou New Factory - The Zhuzhou new factory is a crucial part of the company's strategic layout, with construction progressing smoothly and the factory building completed, now entering the delivery process [2] - This production base aims to become a global leader in the production of amorphous alloys (liquid metals), significantly enhancing the company's production capacity and alleviating current bottlenecks in high-end precision structural components [2][4] Liquid Metal Applications - Liquid metal is a core business for the company, with its technology being utilized in the first-generation foldable smartphones by a domestic Android client, showcasing the reliability and structural support of its products [2] - The company has also developed patents related to AI server cooling, indicating its ongoing innovation in liquid metal applications [2] Robotics Sector - The company has established a robotics division to align with the rapid development of the robotics industry, leveraging its advantages in aluminum-magnesium alloys and precision structural components [3] - The focus on lightweight, high-strength, and high-reliability components positions the company to meet the growing demands of the robotics sector [3] Mexico Base Development - To meet international customer needs and expand overseas markets, the company has initiated the construction of a base in Mexico, following a three-step implementation strategy [3] - This base aims to enhance proximity to North American clients, reduce trade barriers, and leverage local resources to increase market share in the global metal new materials market [3] Medical Devices - The company's magnesium bone screw products are highlighted as a significant business opportunity, with strong market demand despite not yet achieving mass production [4] - The focus on medical devices complements the company's diverse business matrix, aligning with trends in consumer electronics, robotics, globalization, and medical technology innovation [4] Future Outlook - The company is expected to benefit from the gradual release of capacity at the Zhuzhou factory, ongoing expansion of liquid metal applications, steady progress in the Mexico base, and the development of its robotics and medical device businesses [4] - With a solid foundation in new metal materials and a multi-track strategy, the company is positioned to enhance its industry influence and capitalize on emerging opportunities in the next industrial transformation [4]

2.镁合金与原有铝合金之间是替代关系还是补充改造关系？ 答：中国作为全球镁矿资源最为丰富的国家，在镁合金材料领 域具备显著的资源禀赋优势。当前，镁合金市场价格低于铝合金， 成本优势进一步凸显，为新能源汽车轻量化提供了更具经济性的材 料选择。镁的密度约为1.74 g/cm³，显著低于铝合金和钢材，其应 用可有效降低车身重量，从而提升新能源汽车的续航里程，满足消 费者对长续航的迫切需求。此外，镁合金还具备高比强度、优异的 电磁屏蔽性能、高导热性及减震特性，能有效解决新能源汽车电子 设备散热、车身结构振动等实际难题。因此镁合金凭借其极致的轻 量化优势、显著的成本效益、持续的技术突破以及政策支持，将会 成为新能源汽车轻量化领域的核心战略材料。随着技术成熟与规模 化应用，其在整车中的单车价值量将呈现持续上升趋势。 3.在产能方面，原有铝合金产线是否可用于镁合金生产？ 证券代码：300328 证券简称：宜安科技 东莞宜安科技股份有限公司 投资者关系活动记录表 编号：202512-01 投资者关系活动类别 特定对象调研 ☐ 分析师会议 ☐ 媒体采访 ☐ 业绩说明会 ☐ 新闻发布会 ☐ 路演活动 ☐ 现场参观 其他:线上会议 ...

Core Viewpoint - The company, Yian Technology, is actively expanding its production capacity for semi-solid equipment, indicating a strategic focus on enhancing its manufacturing capabilities in this sector [1] Group 1: Production Capacity - The company has already launched four specifications of semi-solid equipment: 3000T, 1300T, 650T, and 280T [1] - There is an ongoing effort to promote domestic procurement plans to further increase the production capacity of semi-solid equipment [1]

证券代码：300328 证券简称：宜安科技 公告编号：2025-101 号 东莞宜安科技股份有限公司 关于公司及子公司向金融机构申请授信额度 暨对子公司提供担保的进展公告 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。 2025 年 4 月 18 日，东莞宜安科技股份有限公司（以下简称"宜安科技"或"公 司"）召开第五届董事会第十六次及第五届监事会第十二次会议，审议通过了《关 于公司及子公司向金融机构申请授信额度暨对子公司提供担保的议案》，同意巢湖 宜安云海科技有限公司（以下简称"宜安云海"）拟向相关金融机构申请不超过人 民币 30,000 万元授信额度，公司按照 60%的出资比例提供担保，有效期自公司股东 大会审议通过之日起 12 个月内有效。2025 年 5 月 12 日，公司召开 2024 年年度股 东大会，审议通过了上述议案。上述详情见公司于 2025 年 4 月 22 日、5 月 12 日在 巨潮资讯网上披露的相关公告。 2025 年 11 月 28 日，宜安云海与中国建设银行股份有限公司巢湖开发区支行（以 下简称"建设银行巢湖开发区支行"）签署《人 ...

Market Overview - On November 27, the A-share market experienced a pullback after an initial rise, with the Sci-Tech 50 and ChiNext indices both retreating over 2% from their gains, while the Shanghai Composite Index rose by 0.29% and the Shenzhen Component Index fell by 0.25% [2][3]. Sector Performance - The organic silicon, solid-state battery, consumer electronics, paper, and photovoltaic equipment sectors showed strong performance, while sectors such as Hainan Free Trade Zone, film and television, cultivated diamonds, China Shipbuilding Industry, and internet e-commerce saw declines [2][3]. - Notably, organic silicon stocks surged, with companies like Hongbo New Materials and Chenguang New Materials hitting the daily limit, and Huasheng Lithium Battery, Jinyin Galaxy, and Yuanxiang New Materials rising over 10% [2][3]. Key Stocks - Solid-state battery stocks saw a wave of limit-ups, with companies like Mingguan New Materials, Liande Equipment, Haike New Source, and Huazi Technology all reaching the daily limit [5]. - Specific stock performances included: - Huaguan Lithium Battery: +15.54% at 115.86 - Jinyin Galaxy: +12.96% at 51.08 - Yuanxiang New Materials: +11.03% at 47.21 - Hongbo New Materials: +10.05% at 7.23 - Chenguang New Materials: +9.97% at 15.99 [4][5]. Capital Flow - Main capital flows indicated a net inflow into sectors such as consumer electronics, paper printing, and batteries, while there was a net outflow from cultural media, communications, and computing sectors [7][8]. - Notable net inflows were seen in stocks like ZTE Corporation, Chip Original, and Furi Electronics, with inflows of 0.787 billion, 0.488 billion, and 0.463 billion respectively [7]. - Conversely, stocks like Zhongji Xuchuang, Hudian Co., and Ningde Times faced significant sell-offs, with outflows of 1.446 billion, 0.967 billion, and 0.789 billion respectively [8]. Institutional Insights - Debon Securities noted that market volume will determine the height of the market trend, suggesting a continued rotation between technology and consumer sectors [9]. - Hengsheng Qianhai Fund highlighted that the A-share market remains in a state of strong bullish and bearish sentiment, with expectations of continued volatility [10]. - Dongwu Securities emphasized the robust demand for computing power within the industry chain, indicating that the market for computing infrastructure is still in a phase of rapid expansion [10].

Core Viewpoint - Yian Technology (300328) is actively advancing the registration and approval process for its biodegradable magnesium bone fixation screws, in compliance with the requirements of the National Medical Products Administration (NMPA) [1] Group 1 - The company emphasizes the importance of the registration approval work for its magnesium bone fixation screws [1] - The registration approval process is currently ongoing, with the completion time dependent on the NMPA's approval results [1] - The company is in the process of supplementing application materials, and once approved, the biodegradable magnesium bone fixation screw products will be ready for production and market sales [1]

Group 1 - The company has established a dedicated division for embodied robotics, indicating a strategic focus on this emerging technology [1] - The company is actively conducting research on the applications of embodied robotics, showcasing its commitment to innovation in the smart robotics sector [1] - The company will continue to monitor technological advancements and industry developments in the smart robotics field, aligning its business expansion and industry layout with market demands [1]