Core Points - The company announced that it has received a government subsidy of 1.1643 million yuan for a national major industrial software project, which accounts for 115.79% of the company's most recent audited net profit attributable to shareholders [1] - The government subsidy is classified as a revenue-related subsidy and is associated with the company's regular activities, fully recognized as other income [1] - The expected impact on the company's profit and loss is estimated to be 1.1643 million yuan [1]

证券代码：300328 证券简称：宜安科技 公告编号：2025-092 号 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10月31日，东莞宜安科技股份有限公司（以下简称"公司"）国家重大 工业软件攻关项目获得政府补助116.43万元（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115.79%。 二、补助的类型及其对公司的影响 （一）补助的类型 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；与收益相关的政府补助，用于补偿 企业以后期间的相关成本费用或损失的，确认为递延收益，在确认相关成本费用或 损失的期间计入当期损益；用于补偿企业已发生的相关成本费用或损失的，直接计 入当期损益或冲减相关成 ...

Core Viewpoint - The company has developed a patented liquid metal cooling device, but it has not yet been commercialized [2] Company Summary - The company holds an invention patent for a liquid metal cooling device [2] - The current status of the technology is that it has not been applied commercially [2]

Group 1 - The company, Yian Technology, clarified on November 3 that its amorphous alloy materials do not utilize carbonyl iron powder in response to investor inquiries [2]

Market Overview - The market experienced a collective decline, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index falling by 0.81%, 1.14%, and 2.31% respectively, despite over 3,700 stocks rising and more than 1,500 stocks declining [3] - The innovation drug sector saw significant rebounds, with multiple companies such as Lianhuan Pharmaceutical and Sanofi China hitting the daily limit [3] - The media sector also showed strength, with stocks like Rongxin Culture and Shandong Publishing reaching their daily limits [3] - The AI, Hainan Free Trade Port, and super fusion concepts exhibited strong performance, while technology stocks collectively declined [3] Monthly Performance - For October, the Shanghai Composite Index and North China 50 saw monthly gains of 1.85% and 3.54%, while the Shenzhen Component Index, ChiNext Index, and Sci-Tech Innovation 50 recorded declines of 1.1%, 1.56%, and 5.33% respectively [4] Regulatory Actions - The China Securities Regulatory Commission (CSRC) has initiated investigations into certain industry institutions for spreading false information, emphasizing a "zero tolerance" policy towards such activities [6] Stock Performance - Zhendong Medical has shown remarkable performance, with a cumulative increase of 290% over two months, reaching a closing price higher than its peak during the pandemic [12] - In contrast, technology stocks faced significant declines, particularly in sectors like CPO and PCB, with companies such as Dekoli and Dingtaik Technology experiencing heavy losses [14][13] Fentanyl Concept Stocks - Fentanyl-related stocks showed slight fluctuations, with companies like Wanfu Biology and Dongfang Biology experiencing significant intraday gains, ultimately closing up over 2% [18][19] - The overall performance of the fentanyl concept stocks is linked to the strength of the pharmaceutical sector on that day [19] Textile Industry Insights - The textile industry is expected to benefit from a reduction in tariffs, potentially lowering costs by 10% and enhancing international competitiveness [21] - The overall textile sector showed slight gains, with stocks like Jialin Jie hitting the daily limit, while Meibang Clothing faced a significant drop after reporting substantial losses [22]

Core Points - The company announced the establishment of a wholly-owned subsidiary in Zhuzhou, Hunan Province, with a registered capital of RMB 100 million [2] - The subsidiary, named Hunan Yihang Metal Materials Technology Co., Ltd., was officially registered and received its business license from the local market supervision administration [2] Summary by Category - **Investment Decision** - The board of directors approved the investment proposal for establishing the subsidiary [2] - **Company Structure** - The new subsidiary will be fully owned by the company's existing subsidiary, Dongguan Yihang Metal Materials Technology Co., Ltd. [2] - **Operational Milestone** - The registration process for Hunan Yihang Metal Materials Technology Co., Ltd. has been completed, marking a significant operational milestone for the company [2]

Group 1: Overview of Dongguan's Advanced Nonferrous Metal Materials Industry - Dongguan is a strategic hub for the development of new materials in Guangdong Province, actively promoting research and application of new materials, establishing major technology platforms such as the Songshan Lake Materials Laboratory and the Spallation Neutron Source, and creating nine new materials industrial parks [3][14] - In 2023, the total output value of Dongguan's nonferrous metal smelting and rolling processing industry reached 27.025 billion yuan, while the total output value of the metal products industry reached 140.236 billion yuan [3][14] - By 2024, the revenue scale of Dongguan's new materials industry is expected to reach 162.7 billion yuan, with an added value of 35.357 billion yuan, accounting for 2.88% of GDP [17] Group 2: Lightweight Alloys - The lightweight alloy industry is experiencing dual demand from automotive lightweighting and the popularization of industrial profiles, with aluminum-magnesium alloys being favored for their lightweight and high-strength characteristics [3][31] - The automotive sector is increasingly adopting integrated die-casting technology, which enhances efficiency and reduces costs, leading to a rise in demand for aluminum-magnesium alloys in both electric and fuel vehicles [31][32] - The construction sector is also seeing accelerated adoption of aluminum alloy profiles due to their advantages over traditional steel materials, such as ease of processing and corrosion resistance [36] Group 3: Hard Alloys - Hard alloys are favored in the tool industry due to their high hardness, wear resistance, and toughness, making them a mainstream choice over high-speed steel [3][14] - The domestic market for hard alloys is expected to maintain its position, with a focus on improving processing precision and efficiency to meet the demands of high-end manufacturing [3][14] Group 4: High-Temperature Alloys - The high-temperature alloy sector is benefiting from the "Two Aircraft" initiative, which is accelerating the demand for both military and civilian aviation engines [3][20] - Domestic enterprises are working to overcome technological dependencies and improve material quality, driven by the expansion of applications in energy engineering and gas turbines [3][20] Group 5: Amorphous Alloys - Amorphous alloys are gaining traction in various applications due to their superior properties, including use in foldable smartphone hinges and wearable device components [3][24] - The industry is expected to grow as demand for advanced materials in consumer electronics and high-end manufacturing continues to rise [3][24] Group 6: Policy Support and Future Outlook - The Dongguan government aims to achieve a revenue target of 210 billion yuan for the new materials industry cluster by 2027, emphasizing the importance of advanced nonferrous metal materials [3][21] - The development of new materials is supported by policies that focus on technological innovation and the establishment of research platforms, which will enhance the competitiveness of the industry [3][22]

证券代码：300328 证券简称：宜安科技 公告编号：2025-091 号 （八）经营范围：一般项目：金属材料制造；金属材料销售；有色金属合金 制造；新材料技术研发；模具制造；模具销售；电子、机械设备维护（不含特种 设备）；机械设备租赁；机械设备销售；机械设备研发；电子产品销售；电子元 器件与机电组件设备制造；电子元器件与机电组件设备销售；机械电气设备销售； 工业设计服务；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推 广；新材料技术推广服务；技术进出口；信息技术咨询服务。（除依法须经批准 的项目外，凭营业执照依法自主开展经营活动） （二）统一社会信用代码：91430211MAG2LWDM29 （三）类型：有限责任公司 （四）法定代表人：高宽 （五）注册资本：壹亿元整 （六）成立日期：2025年10月30日 特此公告。 东莞宜安科技股份有限公司 董 事 会 东莞宜安科技股份有限公司 关于公司控股子公司对外投资设立的全资子公司 完成工商设立登记的公告 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。 2025 年 10 月 27 日，东莞宜安科技股份有限 ...

Core Insights - The industrial metal sector saw a slight increase of 0.31% on October 30, with Chang Aluminum leading the gains [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Stock Performance - Chang Aluminum (002160) closed at 6.25, up 10.04% with a trading volume of 2.1065 million shares and a transaction value of 1.291 billion [1] - Guocheng Mining (000688) closed at 17.20, up 8.45% with a trading volume of 481,000 shares and a transaction value of 815 million [1] - China Aluminum (601600) closed at 10.31, up 4.04% with a trading volume of 5.5071 million shares and a transaction value of 5.632 billion [1] - Nanshan Aluminum (600219) closed at 4.75, up 3.94% with a trading volume of 9.4189 million shares and a transaction value of 4.454 billion [1] Fund Flow Analysis - The industrial metal sector experienced a net outflow of 758 million from institutional investors, while retail investors saw a net inflow of 299 million [2] - Major stocks like China Aluminum and Chang Aluminum had varying net inflows and outflows from institutional and retail investors [3] - For instance, China Aluminum had a net inflow of 226 million from institutional investors but a net outflow of 15.68 million from retail investors [3]

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。 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 年第三次临时股东大会，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 10 月 29 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 10 月 29 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 10 月 29 日 9:15 至 15:00。本次会议通知已于 2025 年 10 月 14 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 393 名，代表股份 192,453,870 股，占公司 股份总数的 27.8748％。其中：参加现场会议的股东及股东代理人 3 名，代表股份 ...