7月31日，在广东省加快推进现代化产业体系建设专题会议（传统产业"三化"融合发展专场）现场，广 东省人大代表、广东伊之密精密机械有限公司智能制造顾问陈洪锦在发言伊始就抛出了他观察到的核心 问题：广东制造业产业链上下游协同改造升级不多，研发、供应、生产、服务等环节难以形成资源共 享。 "我作为制造业一线的代表，也是广东装备制造行业的实践者，深切体会到：广东装备制造业技改普遍 存在'单点突破多、链条联动少'的困境，这一痛点导致转型成本高、效率低，甚至出现'上游智能工厂、 下游手工装配'的割裂局面，产业链协同不足已成为制约我省制造业'三化'融合的核心瓶颈。" "一方面是设备互联壁垒高，割裂产业生态。装备产业集群中，当前仅41%的关键设备实现联网，不同 厂商设备协议差异大，导致数据采集需定制化开发接口，成本提升30%以上。例如，某注塑企业为整合 5家厂商设备，被迫部署多套中间件系统。根源在于采标率低，行业标准中国际标准采用率仅33%。"陈 洪锦表示。 此外，陈洪锦也建议，广东可探索进一步创新"链式技改"模式，比如以链式技改方式进行政策扶持，把 资金补贴到配套链主的供应商，以及推行"链主责任制"，要求获得超千万技改资金 ...

伊之密最新一期业绩显示，截至2025一季报，公司营业总收入11.87亿元、同比增长24.32%，归属净利 润1.32亿元，同比增长14.29%，扣非净利润1.26亿元，同比增长13.57%，流动比率1.610、速动比率 0.981、资产负债率57.10%。 金融界消息 截至2025年7月29日收盘，伊之密（300415）报收于21.12元，下跌0.09%，换手率1.47%， 成交量6.64万手，成交金额1.39亿元。 来源：金融界 资金流向方面，今日主力资金净流出2759.08万元，占比成交额19.8%。其中，超大单净流出1451.26万 元、占成交额10.42%，大单净流出1307.82万元、占成交额9.39%，中单净流出流入968.22万元、占成交 额6.95%，小单净流入1790.87万元、占成交额12.85%。 天眼查商业履历信息显示，伊之密股份有限公司，成立于2004年，位于佛山市，是一家以从事橡胶和塑 料制品业为主的企业。企业注册资本46856.2084万人民币，实缴资本8100万人民币。公司法定代表人为 甄荣辉。 通过天眼查大数据分析，伊之密股份有限公司共对外投资了17家企业，参与招投标项目99 ...

Investment Rating - The investment rating for the industry is "Positive" [12] Core Insights - The report highlights that the overseas manufacturing trend is accelerating, with injection molding machines expected to set a global competitive benchmark for production equipment. In 2024, the import value of injection molding machines is projected to be $437 million, while the export value is expected to reach $2.089 billion, resulting in a trade surplus of $1.652 billion, indicating a trend of acceleration in recent years [3][7][29]. Summary by Sections Global Competitive Landscape - China is the largest manufacturer and exporter of injection molding machines, maintaining its position as the leading exporter. In 2023, China's injection molding machine exports amounted to $1.714 billion, with projections for 2024 indicating an increase to $2.089 billion. The trade surplus is expected to expand to $1.652 billion [3][29][51]. Demand Side Dynamics - The demand for injection molding machines is diversifying, with emerging markets showing significant growth potential. In 2023, China's plastic consumption accounted for approximately 23% of global consumption, indicating substantial room for growth in overseas markets [7][41][43]. Supply Side Changes - The global export landscape for injection molding machines is evolving, with China's competitive edge becoming increasingly prominent. China has maintained its status as the largest exporter of injection molding machines, with other notable exporting countries including Austria, Japan, Germany, and Canada [8][51]. Export Market Opportunities - The report details that exports to Southeast Asia, South Asia, Russia, Africa, and Oceania are expected to continue growing rapidly, particularly with a projected 105% increase in exports to Southeast Asia by May 2025, which will account for 45% of total exports [3][9]. Leading Companies' Globalization Efforts - Major domestic companies such as Haitian International and Yizumi are accelerating their globalization efforts, with overseas revenues projected to reach 6.016 billion yuan and 1.395 billion yuan respectively in 2024. These companies aim for a 50% export ratio, indicating a significant increase in their global market share [10][12].

Core Viewpoints - The mechanical industry is expected to outperform the market, with a focus on high-quality leading companies and structural growth opportunities [15][5][24] - The industry is undergoing a transformation driven by domestic upgrades, self-sufficiency, and accelerated overseas development [15][20] Industry Overview and Outlook - The core equipment localization is fundamental for the rise of the industry, breaking through bottlenecks in high-end equipment is essential for true autonomy and industrialization [15] - The trend of industrial upgrading is inevitable, with advancements in digitalization and energy transformation enhancing social efficiency and reducing costs [15] - The development of exports is transitioning from point to surface, with competitive manufacturing enterprises moving from import substitution to export substitution [15] Investment Strategy - The report recommends focusing on emerging growth sectors and export-driven leading companies, particularly in areas such as humanoid robots, AI infrastructure, and coal chemical equipment [25][26] - Key recommended stocks include Huace Testing, Guodian Measurement, and Yizhiming, among others [24][2] Key Recommendations - The report highlights specific companies for investment, including: - Humanoid Robots: Hengli Hydraulic, Huichuan Technology, and Zhenyu Technology [26] - AI Infrastructure: Yingliu Technology and Haomai Technology [28] - Engineering Machinery: Hengli Hydraulic, XCMG, and Sany Heavy Industry [29] - Nuclear Power Equipment: Jiadian Co., Zhongmi Holdings, and Jiangsu Shentong [29] - General Equipment: Huichuan Technology, Green Harmonic, and Baichu Electronics [29] Performance Tracking - In June, the mechanical industry index rose by 2.82%, outperforming the CSI 300 index by 0.32 percentage points, with stable valuation levels [6][11] - The manufacturing PMI index for June was reported at 49.70%, indicating a slight improvement [6][12] Financial Projections - The report provides forecasts for key companies, indicating resilience in operations, with expected revenue and profit growth across various sectors [31] - For example, Hengli Hydraulic is projected to achieve a revenue of 27.68 billion yuan in Q2 2025, with a net profit of 7.96 billion yuan [31]

Market Overview - The Shanghai Composite Index closed at 3546.50 points, above the annual line, with a gain of 1.05% [1] - The total trading volume of A-shares reached 10310.63 billion yuan [1] Stocks Breaking Annual Line - A total of 55 A-shares have broken above the annual line today, with notable stocks including XWANDA, Fuxing Co., and Guolian Minsheng, showing divergence rates of 5.64%, 3.70%, and 3.15% respectively [1] - Stocks with smaller divergence rates that just crossed the annual line include Wangfujing, Tonghe Pharmaceutical, and Sanxia Water Conservancy [1] Top Stocks by Divergence Rate - The top three stocks with the highest divergence rates are: - XWANDA (9.13% increase, 5.12% turnover rate, latest price 21.16 yuan, divergence rate 5.64%) [1] - Fuxing Co. (4.31% increase, 5.52% turnover rate, latest price 2.42 yuan, divergence rate 3.70%) [1] - Guolian Minsheng (6.66% increase, 3.68% turnover rate, latest price 11.21 yuan, divergence rate 3.15%) [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Tuoer Si (3.05% increase, 3.72% turnover rate, latest price 18.56 yuan, divergence rate 2.82%) [1] - ST Huaming (4.83% increase, 10.28% turnover rate, latest price 10.21 yuan, divergence rate 2.73%) [1] - Green Beauty (3.01% increase, 2.26% turnover rate, latest price 6.50 yuan, divergence rate 2.32%) [1]

证券代码：300415 证券简称：伊之密 公告编号：2025-051 一、与专业机构共同投资概述 伊之密股份有限公司（以下简称"公司"）拟与美的创业投资管理有限公司 （以下简称"美的资本"）、广东美的美善科技投资合伙企业（有限合伙）（以 下简称"美的美善"）、广州科技成果产业化引导基金合伙企业（有限合伙）（以 下简称"科创母基金"）、佛山市顺德区悦城邦投资有限公司（以下简称"悦城 邦"）、邓伟其共同设立美智二期（广东）创业投资合伙企业（有限合伙）（以 下简称"美智二期基金"），合伙企业资金规模为人民币25,000万元，公司作为 有限合伙人以自有资金出资人民币2,000万元。具体内容详见公司于2024年12月 20日披露的《关于与专业投资机构共同投资的公告》（公告编号：2024-063）、 以及2025年3月19日披露的《关于与专业投资机构共同投资的进展公告》（公告 编号：2025-022）。 二、共同投资变更情况 近日，公司收到通知，美智二期基金发生扩募事项，基金合伙人、出资额、 股权架构发生变化。具体情况如下： | 合伙人名称 | 类型 | 认缴出资额 | 认缴比例（%） | | --- | --- | - ...

Investment Rating - The report assigns a "Buy" investment rating for the company, marking its first coverage [8]. Core Insights - The company is positioned to benefit from technological advancements in high-end injection molding machines and large die-casting machines, driven by the expanding demand in the electric vehicle, electronics, home appliance, and medical sectors [4][5]. - The company has made significant strides in its globalization strategy, achieving a 27.45% year-on-year increase in overseas sales revenue, reaching 1.395 billion yuan in 2024 [6]. - The company is expected to see substantial revenue growth, with projected revenues of 62.33 billion yuan, 73.91 billion yuan, and 86.09 billion yuan for 2025, 2026, and 2027 respectively [8]. Summary by Sections Market Performance - The company has shown a strong market performance compared to the CSI 300 index, indicating positive investor sentiment [2]. Technological Advancements - The company launched the sixth generation A6 series high-end intelligent injection molding machine in 2024, enhancing its product offerings and market competitiveness [4]. - The LEAP series large die-casting machines have been developed to meet the increasing demand for lightweight components in the electric vehicle industry, showcasing the company's commitment to innovation [5]. Globalization Strategy - The company operates in over 90 countries and regions, with a focus on local production and dual-brand strategy to enhance its international presence [6][7]. - The establishment of production facilities in the USA, India, and Mexico is part of the company's strategy to support its global operations and improve service responsiveness [6][7]. Financial Projections - Revenue growth rates are projected at 23.6% for 2024, 23.1% for 2025, 18.6% for 2026, and 16.5% for 2027, indicating a robust growth trajectory [10]. - The company’s net profit is expected to grow from 608 million yuan in 2024 to 1.026 billion yuan in 2027, reflecting strong operational performance [10].

证券代码：300415 证券简称：伊之密 公告编号：2025-050 伊之密股份有限公司 关于公司向银行申请授信的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 伊之密股份有限公司（以下简称"公司"或"伊之密"）于 2025 年 6 月 25 日召 开 2025 年第二次临时董事会会议，审议通过了《关于公司向银行申请授信的议 案》。上述议案在董事会审议的权限范围内，无需提交股东大会审议通过。现将 有关事项公告如下： 一、授信情况概述 为加强公司的内部管理资源整合力度，进一步提升公司的综合竞争力，公司 决定收购佛山市顺德区壹鎏产品设计有限公司（以下简称"壹鎏公司"）13 位自 然人股东所持有壹鎏公司的 100% 股权。收购完成后，原由公司持股 60%，壹 鎏公司持股 40%的控股子公司广东伊之密精密橡塑装备科技有限公司将成为公 司的全资子公司。为了满足本次股权收购交易的资金需求，公司拟向广东顺德农 村商业银行股份有限公司容桂支行申请人民币 1.272 亿元的授信额度，融资期限 为 7 年，信用方式免担保，具体融资的金额以公司与广东顺德农村商业银行股份 有限 ...

证券代码：300415 证券简称：伊之密 公告编号：2025-049 伊之密股份有限公司 2025 年第二次临时董事会会议决议公告 本次交易不构成关联交易，亦不构成《上市公司重大资产重组管理办法》规 定的重大资产重组。本次交易事项以及申请授信事项无需提交股东大会审议。 本议案已经审计委员会审议通过。 表决结果：表决票 11 票，同意票 11 票，反对票 0 票，弃权票 0 票。 特此公告。 伊之密股份有限公司 董事会 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 伊之密股份有限公司（以下简称"公司"）2025 年第二次临时董事会会议于 2025 年 6 月 25 日在公司会议室召开。会议通知以专人送达、电话、电子邮件相 结合的方式已于 2025 年 6 月 20 日向各位董事发出，本次会议以现场和网络远程 相结合的方式举行，应出席董事 11 人，实际出席董事 11 人。本次会议由公司董 事长甄荣辉先生召集和主持，本次会议的召集、召开程序符合《中华人民共和国 公司法》和《伊之密股份有限公司章程》的规定。 本次会议以记名投票方式进行表决，经与会董事审议，通过了如 ...

Group 1: Company Overview - The company operates in the molding equipment industry, focusing on high molecular materials and metal forming, with main products including injection molding machines, die-casting machines, and rubber machines [2] - The company has a strong emphasis on innovation and R&D, with a stable and capable team driving growth in the injection molding machine sector since 2010 [7] Group 2: Market Performance - In 2020 and 2021, the injection molding machine market experienced high demand, but by the second half of 2021, demand stabilized [2] - The injection molding machine industry saw a decline in 2022 but rebounded in 2023, with expectations for steady growth in 2024 [2] - The company anticipates a significant increase in sales revenue for injection molding machines, outpacing the overall industry growth [2] Group 3: Production Capacity - The company has multiple production facilities in China, including a headquarters in Guangdong Shunde with a total area of 80,000 square meters, and additional factories dedicated to various types of molding machines [3] - A new production base in Zhejiang Nanxun, covering approximately 110,000 square meters, is planned to enhance service to the surrounding industrial cluster [3] Group 4: Supply Chain Management - The company has established a dedicated supply chain management center to address the growing procurement scale and ensure production needs are met [3] Group 5: Industry Trends - The automotive industry is the largest downstream sector for the company, driven by the growth of new energy vehicles and lightweight trends [4] - The 3C industry is expected to maintain steady growth in 2025, supported by global economic recovery and consumer demand for smart devices [4] Group 6: Automation and Smart Manufacturing - The company is investing heavily in automation and smart manufacturing, integrating technologies such as IoT, big data, and cloud computing to enhance production efficiency and reduce costs [5] - The company has successfully implemented smart manufacturing solutions in its third factory, which is operating at an advanced level within the industry [5] Group 7: International Expansion - The company has over 40 overseas distributors, covering more than 90 countries, and is focused on expanding its market share in strategic regions like North America and Europe [6] - The company has established manufacturing facilities in India and a research center in Germany to enhance its international competitiveness [6] Group 8: Product Development - The company is committed to the development of all-electric injection molding machines, with a continuous growth trend expected in 2024 [8] - The LEAP series of die-casting machines has achieved significant market success due to its advanced technology and high-quality output [9]