Core Viewpoint - The strategic cooperation agreement between Yian Technology and Tailg Technology aims to leverage their respective strengths in magnesium-aluminum alloy materials and two-wheeled electric vehicle design to enhance industry development and competitiveness [1] Group 1: Company Overview - Yian Technology specializes in the research, production, and sales of magnesium-aluminum alloy die-casting parts, with a strong focus on core technology advantages in material development and precision die-casting processes [1] - Tailg Technology is a leading global player in the two-wheeled electric vehicle market, known for its extensive market presence, strong brand influence, and mature vehicle research and production systems [1] Group 2: Strategic Cooperation Benefits - The collaboration is expected to promote the industrial application and technological upgrade of magnesium alloy materials in the two-wheeled electric vehicle sector, injecting new momentum into industry development [1] - This partnership will help Yian Technology expand market channels, deepen technology implementation, and continuously enhance its overall competitiveness and industry influence [1]

Core Viewpoint - The company Yi'an Technology (300328.SZ) has signed a strategic cooperation agreement with Tailing Technology Co., Ltd. to become the strategic supplier of magnesium alloy components for Tailing's two-wheeled electric vehicle products, effective December 24, 2025 [1] Group 1 - The strategic cooperation aims to leverage the strengths and needs of both companies in their respective fields [1] - Yi'an Technology will be responsible for the research, production, and supply of magnesium alloy components for Tailing Technology's products [1]

Group 1 - The core point of the article is the strategic cooperation agreement signed between Yian Technology and Tailin Technology on December 24, 2025, where Yian Technology will serve as the strategic supplier of magnesium alloy components for Tailin's electric two-wheeler products [1] - The agreement includes the establishment of a high-level regular meeting mechanism and a joint working group for daily communication and technical coordination [1] - Specific business terms such as supply quantity, specifications, pricing, and delivery cycles will be detailed in separate procurement contracts or orders [1] Group 2 - The collaboration aims to promote the industrial application and technological upgrade of magnesium alloy materials in the electric two-wheeler industry [1]

证券代码：300328 证券简称：宜安科技 公告编号：2025-108 号 二、本协议合作对方介绍 （八）经营范围：许可项目：道路机动车辆生产；报废机动车拆解；报废机动车 回收（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以 审批结果为准）一般项目：汽车零部件研发；摩托车及零配件零售；摩托车及零部件 研发；摩托车零配件制造；摩托车及零配件批发；电车销售；机动车修理和维护；机 东莞宜安科技股份有限公司 关于签署战略合作协议的公告 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。 特别提示： 1、本协议属于双方合作意愿的框架性、原则性约定，尚存在不确定性。 2、本协议不涉及具体交易金额的约定，对公司本年度及未来年度经营业绩的影 响，需视后续本协议内容的实际推进情况和实施效果而定。 一、本协议的基本情况 东莞宜安科技股份有限公司（以下称"宜安科技"或 "公司"）与台铃科技股份 有限公司（以下称"台铃科技"）基于各自领域的优势及需求，于 2025 年 12 月 24 日签署《战略合作协议》（以下称"本协议"）。 签署本协议无需提交公司董事会或股东会 ...

Core Insights - The establishment of the embodied robotics division by Yian Technology marks a strategic upgrade, focusing on the development and manufacturing of AI-related components for humanoid robots, with an expected market size of over 1 trillion yuan by 2035 in China [1][2] - Yian Technology has a strong technological foundation, being the only company globally to achieve large-scale production and commercial delivery of liquid metal technology, which is crucial for high-precision and reliable components in embodied robots [1][2] - The company aims to increase its revenue from robotics to over 25% by 2026, leveraging its material technology and production capacity to capture a significant share of the burgeoning embodied intelligence market [3] Company Developments - Yian Technology has completed the construction of its new factory in Zhuzhou, which will serve as a leading production base for amorphous alloys, with mass production expected to start in March 2026 [2] - The company has invested 120 million yuan to expand production capabilities, with specialized production lines set to be operational between Q3 2025 and Q2 2026, aligning with the mass production schedule of robotics components [2] - The establishment of the robotics division enhances Yian Technology's business structure, diversifying its operations across consumer electronics, new energy vehicles, and robotics, thereby reducing reliance on a single industry [2] Industry Outlook - The humanoid robot market is anticipated to experience explosive growth starting in 2026, driven by increased demand for high-value products such as sensor housings and dexterous hand components [3] - Yian Technology's liquid metal products hold over 60% market share domestically, which is expected to boost the localization rate of core robotics components and alleviate upstream supply chain pressures [2]

Core Insights - The article highlights the dual trends of high-end and portable consumer electronics and the industrialization of commercial aerospace, emphasizing that material innovation is a core driver of industry upgrades [1] Group 1: Consumer Electronics - Yian Technology has achieved significant breakthroughs in liquid metal (amorphous alloy) technology, successfully validating and mass-producing liquid metal folding screen hinges for consumer electronics [1][2] - The liquid metal material used in hinges has a strength that is twice that of stainless steel, is 30% lighter, and meets precision forming requirements with a tolerance of ±0.02mm, making it ideal for folding screen applications [2] - The company has established partnerships with leading consumer electronics brands like Huawei and Xiaomi, with cumulative shipments of over 10 million units of the liquid metal folding screen hinge [2] Group 2: Aerospace Industry - The rapid development of the commercial aerospace industry has led to increasing demands for lightweight, high-temperature resistant, and corrosion-resistant materials [3] - Yian Technology's zirconium-based amorphous alloy material has a density that is only 80% of titanium alloy but offers over 30% increased strength, along with excellent high and low-temperature performance and radiation resistance [3] - The liquid metal material can reduce the weight of satellite structural components by 20%-30%, enhancing the effective payload ratio of satellites [3] Group 3: Technological and Operational Capabilities - The company has developed a fully controllable system from material formulation research and specialized equipment manufacturing to precision processing and certification, holding over 300 patents related to liquid metal [3] - Yian Technology's production base in Zhuzhou is a leading global facility for amorphous alloy production, capable of meeting the small-batch, high-precision production needs of both consumer electronics and aerospace sectors [3] - The company's closed-loop layout of "technology research and development - sample verification - capacity reserve" ensures a rapid response to market demands across different fields [3] Group 4: Future Prospects - The expansion of Yian Technology's liquid metal applications from consumer electronics to commercial aerospace enriches its multi-track layout, which includes consumer electronics, new energy vehicles, robotics, communication, and aerospace [4] - With the increasing penetration of folding screen devices and the rapid growth of commercial aerospace launch frequencies, the company is expected to leverage its technological advantages to deepen ties with core industry clients and share in the growth of these high-growth sectors [4] - The company plans to continue increasing R&D investment to explore further applications of liquid metal in high-end manufacturing, driving high-quality industrial development through material innovation [4]

Core Insights - The establishment of the embodied robotics division by Yian Technology marks a strategic upgrade, focusing on the development and manufacturing of AI-related components for humanoid robots, with an expected market size of over 1 trillion yuan by 2035 in China [1][2] Group 1: Industry Overview - The embodied robotics industry is transitioning from laboratory experiments to large-scale applications, becoming a new economic growth point, with the core hardware market projected to reach a scale of hundreds of billions [1] - The market demand for embodied robots is expected to experience explosive growth with the anticipated mass production of humanoid robots in 2026 [3] Group 2: Company Strategy and Capabilities - Yian Technology has established a comprehensive production system covering raw material smelting, process optimization, specialized equipment development, and precision manufacturing, leveraging over 20 years of technological accumulation [1] - The company has achieved large-scale commercial delivery of liquid metal technology, which has a strength exceeding that of magnesium-aluminum alloys by over 10 times, making it suitable for high-precision and high-reliability requirements in robotic joints and transmission systems [1] - The new division will focus on key products such as joint motor housings, bionic finger gearboxes, and liquid metal joint transmission components [2] Group 3: Production Capacity and Expansion - Yian Technology's new factory in Zhuzhou is set to become a leading production base for amorphous alloys, with mass production expected to start in March 2026, and an annual output of 1 million magnesium alloy robot shells targeted [2] - The company is investing 120 million yuan to expand production at Yihai Metal, with 25 specialized production lines scheduled to be operational between Q3 2025 and Q2 2026, aligning with the mass production schedule of robot components [2] Group 4: Market Position and Future Outlook - The establishment of the embodied robotics division enhances Yian Technology's business structure, diversifying its operations across consumer electronics, new energy vehicles, and robotics, thereby reducing reliance on a single industry [2] - Yian Technology aims to increase its revenue from robotics-related businesses to over 25% by 2026, supported by its strong material technology foundation, solid customer base, and sufficient production capacity [3]

Group 1 - The core viewpoint of the articles highlights the growth potential of the foldable screen market, with liquid metal technology being a key material for high-end devices, positioning the company as a rare core supplier in this sector [1][2] - The company has established itself as a leader in the liquid metal industry, achieving large-scale production of zirconium-based amorphous alloys with exceptional properties, including a strength of ≥1200MPa and the ability to withstand over 300,000 folding cycles [1] - The company has a comprehensive production capability from material formulation to precision molding, holding over 200 core patents and maintaining a stable yield rate of over 95%, creating a significant technological moat [1] Group 2 - The foldable screen market is expected to see rapid growth due to technological maturity and price reductions, with liquid metal being favored for its lightweight and precision advantages, reducing weight by 40% compared to traditional magnesium alloys [2] - The company's liquid metal technology has applications beyond consumer electronics, extending into fields such as smart robotics and new energy vehicle components, forming a growth matrix that supports long-term development [2] - Despite facing operational challenges, including pressure on profit margins from traditional magnesium products and a decline in R&D investment, the company is expected to optimize its revenue structure and improve profitability with the launch of a new production base [2]

Core Viewpoint - Yian Technology's stock has shown significant volatility and growth in 2023, with a notable increase in share price and trading activity, despite a decline in revenue and net profit for the year [1][2]. Group 1: Stock Performance - As of December 24, Yian Technology's stock price increased by 2.09% to 16.64 CNY per share, with a trading volume of 2.02 billion CNY and a turnover rate of 1.79%, resulting in a total market capitalization of 11.489 billion CNY [1]. - The stock has risen 126.09% year-to-date, with a 5.58% increase over the last five trading days, a 4.79% increase over the last 20 days, and a 6.57% decrease over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on August 20 [1]. Group 2: Financial Performance - For the period from January to September 2025, Yian Technology reported a revenue of 1.164 billion CNY, reflecting a year-on-year decrease of 1.75%, and a net profit attributable to shareholders of 343,000 CNY, down 86.02% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 158 million CNY, with 2.0713 million CNY distributed over the past three years [3]. Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 57,200, a rise of 33.81%, while the average circulating shares per person decreased by 25.19% to 12,016 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest shareholder with 6.3375 million shares, marking its entry as a new shareholder [3].

证券日报网讯 12月19日，宜安科技发布公告称，公司第五届董事会第二十五次会议审议通过《关于放 弃控股子公司巢湖宜安云海科技有限公司部分股权转让优先购买权的议案》。 （文章来源：证券日报） ...