Core Insights - The article provides a comprehensive list of the top 30 publicly listed companies in the die-casting industry in China, highlighting their financial performance, technological advancements, and key clients. Group 1: Company Performance - Guangdong Hongtu reported Q1 2025 revenue of 2.099 billion with a gross margin of 12.58% and holds over 500 patents in aluminum alloy technology, serving clients like Tesla and BYD [1] - Huayang Group achieved Q1 2025 revenue of 1.991 billion and a gross margin of 21.56%, focusing on automotive electronic die-casting and serving clients such as BMW and Mercedes [4] - Ningbo Top Group reported Q1 2025 revenue of 5.768 billion, being a supplier for Tesla's integrated rear cabin [7] - Wencan Co. reported Q1 2025 revenue of 1.27 billion with a gross margin of 13.43%, specializing in integrated die-casting technology [9] - Lichung Group achieved Q1 2025 revenue of 5.967 billion, with a year-on-year growth of 16.49% [16] Group 2: Technological Advancements - Yian Technology is a global leader in liquid metal die-casting, producing over 5 million magnesium alloy parts annually [3] - Shenzhen New Star has developed a high vacuum die-casting process, expecting 1 billion revenue from automotive optical business in 2025 [17] - Meili Xin reported a 60% revenue growth in the photovoltaic sector in 2023, with a global market share of 25% in photovoltaic inverter die-casting [18] Group 3: Client Relationships - Aikodi serves clients including NIO and Bosch, with a 35% increase in net profit in 2023 [6] - Cloud Metal reported a 55% growth in magnesium alloy business in 2023, serving clients like Tesla and BMW [14] - BYD has achieved over 80% self-supply rate for die-casting parts in 2023, with a 30% increase in self-developed equipment capacity [20]

证券代码：300328 证券简称：宜安科技 公告编号：2025-062 号 东莞宜安科技股份有限公司 关于全资子公司名称及经营范围变更 并完成工商变更登记的公告 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。 东莞宜安科技股份有限公司（以下简称"公司"）全资子公司东莞宜安新材料 研究院有限公司因经营发展需要，对其名称及经营范围进行了变更，并已完成工商 变更登记手续，取得了东莞市市场监督管理局换发的《营业执照》，有关变更情况 如下： 一、本次变更登记的具体内容 | 变更事项 | 变更前 | 变更后 | | --- | --- | --- | | 名称 | 东莞宜安新材料研究院有限 | 东莞宜安精密模具有限公司 | | | 公司 纳米材料、液态金属的研发 | 一般项目：模具制造；模具销售；金属 | | | 及技术服务、技术咨询、技 | 表面处理及热处理加工；金属制品销 | | | 术转让；液态金属制品的制 | 售；金属制品研发；机械零件、零部件 | | | 造、加工；非金合金材料、 | 加工；机械零件、零部件销售；有色金 | | | 非晶合金制品及模具的研 | 属 ...

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》，同意公司 拟向相关金融机构申请不超过人民币 150,000 万元授信额度，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 7 月 18 日，公司与珠海华润银行股份有限公司深圳分行（以下简称"华 润银行深圳分行"）签署《综合授信合同》，现将上述情况公告如下： 证券代码：300328 证券简称：宜安科技 公告编号：2025-061 号 东莞宜安科技股份有限公司 关于公司向金融机构申请授信额度的进展公告 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。 （一）《综合授信合同》 特此公告。 东莞宜安科技股份有限公司 董 事 会 2025 年 ...

证券代码：300328 证券简称：宜安科技 公告编号：2025-060 号 东莞宜安科技股份有限公司 2025 年第二次临时股东大会决议公告 特别提示： 1、本次股东大会未出现否决议案的情形； 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 东莞宜安科技股份有限公司（以下简称"公司"）以现场投票与网络投票相结合的 方式召开 2025 年第二次临时股东大会，并通过深圳证券交易所交易系统和互联网投票 系统提供网络投票平台。现场会议于 2025 年 7 月 17 日下午 15:00 在公司会议室召开， 通过深圳证券交易所交易系统进行网络投票的时间为 2025 年 7 月 17 日上午 9:15- 9:25，9:30-11:30 和下午 13:00-15:00；通过深圳证券交易所互联网系统投票的具体 时间为 2025 年 7 月 17 日 9:15 至 15:00。本次会议通知已于 2025 年 7 月 2 日在中国 证监会指定信息披露网站上公告。 出席本次会议的股东及股东代理人共 531 名，代表股份 201,453,099 股，占公司 股份总数的 29.1782％。其中：参加现场会议 ...

湖南启元律师事务所 关于 东莞宜安科技股份有限公司 1 致：东莞宜安科技股份有限公司 湖南启元律师事务所（以下简称"本所"）接受东莞宜安科技股份有限公司 （以下简称"公司"）的委托，指派本所律师出席了公司 2025 年第二次临时股 东大会（以下简称"本次股东大会"），对本次股东大会的召集和召开程序、出 席会议人员及召集人的资格、表决程序和表决结果的合法有效性进行律师见证， 并发表本法律意见书。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中 华人民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》 （以下简称"《股东会规则》"）等我国现行法律、法规、规范性文件以及《东 莞宜安科技股份有限公司章程》（以下简称"《公司章程》"）的有关规定出具 本法律意见书。 2025年第二次临时股东大会的 法律意见书 二〇二五年七月 湖南省长沙市芙蓉区建湘路 393 号世茂环球金融中心 63 层 邮编：410000 电话：0731-82953778 传真：0731-82953779 网站：www.qiyuan.com 本所及经办律师依据《证券法》《律师事务所从事证券法律业务管理办法》 和《律师 ...

证券代码：300328 证券简称：宜安科技 公告编号：2025-059 号 东莞宜安科技股份有限公司 关于公司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、获取补助的基本情况 2025年7月9日，东莞宜安科技股份有限公司（以下简称"公司"）软件攻关项 目获得政府补助114.62万元（与收益相关），占公司最近一期经审计归属于母公司 股东的净利润的113.99%。 二、补助的类型及其对公司的影响 （一）补助的类型 上述收到的政府补助预计对公司损益影响金额为114.62万元。 （四）风险提示和其他说明 以上数据未经审计，具体的会计处理以审计机构年度审计确认后的结果为准。 根据《企业会计准则第16号—政府补助》的规定，与资产相关的政府补助是指 企业取得的、用于购建或其他方式形成长期资产的政府补助；与收益相关的政府补 助是指除与资产相关的政府补助之外的政府补助。 上述政府补助属于与收益相关的政府补助。 （二）补助的确认和计量 根据《企业会计准则第16号-政府补助》的规定，与资产相关的政府补助，应 当冲减相关资产的账面价值或确认为递延收益；与收益 ...

Group 1 - The A-share organic silicon concept stocks experienced a short-term rise, with Dongyue Silicon Materials increasing by over 11% [1] - Other stocks such as Hoshine Silicon Industry, Silbond Technology, Yian Technology, and Runhe Materials also saw gains [1] - The main contract for polysilicon reached its daily limit, with an increase of 7%, currently priced at 38,385 yuan per ton [1]

Group 1 - Shida Shenghua expects a net loss of 52 million to 60 million yuan for the first half of 2025, a year-on-year decrease of 236.64% to 257.66% [1] - ST Zhizhi's vice president Wang Dong resigned for personal reasons, effective immediately upon delivery of the resignation to the board [1] - Haoyuan Pharmaceutical plans to increase capital by 400 million yuan to its wholly-owned subsidiary through a debt-to-equity swap, raising the registered capital from 400 million to 800 million yuan [1] Group 2 - Longxun Co. announced that shareholders and executives plan to reduce their holdings by up to 2% of the company's shares [2] - Aijian Group confirmed it has not engaged in any stablecoin-related business as of now [3] - Yanghe Co.'s chairman Zhang Liandong resigned due to work adjustments, effective immediately [5] Group 3 - Huanwei New Materials announced a stock suspension due to the major matter that may lead to a change in control [5] - Hualing Cable recently won contracts worth 456 million yuan in the power new energy sector, accounting for 10.97% of its audited revenue for 2024 [6] - Aerospace Changfeng plans to publicly transfer 55.45% of its stake in Aerospace Boke [6] Group 4 - Suzhou Planning is planning to acquire control of Dongjin Aerospace Technology, leading to a stock suspension for up to 10 trading days [6] - Yuexiu Capital intends to increase its stake in Yuexiu Real Estate using up to 204.22 million yuan through the Hong Kong Stock Connect [6] - Baichuan Co.'s actual controller and chairman Zheng Tiejiang is under investigation and has received a detention notice [7] Group 5 - XWANDA plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [8] - ST Aowei reported a loss of approximately 25.04 million yuan in inventory due to poor storage by a third party [8] - Yian Technology plans to increase capital by 120 million yuan to its subsidiary, raising its equity stake from 60% to 72.973% [9] Group 6 - Dongli New Science's wholly-owned subsidiary was applied for bankruptcy reorganization by creditors due to insolvency [11] - Bochuang Technology changed its name to Changxin Bochuang Technology, effective July 2, 2025 [14] - Huayang Co.'s controlling shareholder received a notice of administrative penalty from the China Securities Regulatory Commission [15] Group 7 - Hangzhou Thermal Power's shareholders plan to reduce their holdings by up to 4.09% of the company's shares [16] - Guoke Military Industry's two shareholders plan to reduce their holdings by up to 1.81% of the company's shares [17] - Pangu Intelligent's seven shareholders plan to reduce their holdings by up to 1% of the company's shares [19]

Core Viewpoint - The company is enhancing its competitive advantage in the liquid metal industry through capital increases and strategic restructuring of its subsidiaries [1][2][3] Group 1: Capital Increase and Investment - The company plans to increase its investment in its subsidiary, Dongguan Yihao Metal Materials Technology Co., Ltd., by RMB 120 million, with RMB 44.28 million entering registered capital and the remainder into capital reserves [1] - After the capital increase, the registered capital of Yihao Metal will rise from RMB 92.25 million to RMB 136.53 million, with the company holding 72.973% of the equity [1] - The subsidiary is also looking to attract additional investors to support new project development and market expansion after the company's capital increase [2] Group 2: Independent Operations and Strategic Development - The company intends to independently operate its mold design and manufacturing centers under its wholly-owned subsidiary, Dongguan Yian New Materials Research Institute Co., Ltd., to enhance competitiveness in the advanced manufacturing sector [2] - The mold centers will operate independently while prioritizing the company's business needs and also taking on external projects [2] Group 3: Shareholder Meeting - The company plans to hold its second extraordinary general meeting of 2025 on July 17, 2025, to discuss the aforementioned proposals [3]

Core Viewpoint - The company is increasing its investment in its subsidiary, Yihao Metal, to enhance its competitive edge in the liquid metal industry and improve R&D and production capabilities [1][3]. Group 1: Investment Details - The company plans to invest 120 million yuan in Yihao Metal, with 44.28 million yuan allocated to registered capital and the remainder to capital reserves [1]. - After the investment, Yihao Metal's registered capital will increase from 92.25 million yuan to 137 million yuan, with the company holding a 72.97% stake [1]. Group 2: Financial Performance - Yihao Metal reported a revenue of 149 million yuan and a net profit of 2.73 million yuan last year [1]. - In the first quarter of this year, Yihao Metal generated a revenue of 18.16 million yuan but incurred a loss of 3.47 million yuan [1]. - The estimated value of Yihao Metal's total equity is 252 million yuan by the end of 2024 [1]. Group 3: Industry Context - Liquid metal, or amorphous alloy, is characterized by a non-crystalline structure, providing superior properties such as high strength, hardness, and corrosion resistance [2]. - The liquid metal industry is experiencing growth due to favorable national policies and increasing market demand, with applications in consumer electronics, automotive parts, medical devices, and more [2]. - The company aims to leverage market opportunities and expand its liquid metal production capacity to enhance profitability and competitiveness [2][3].