每经AI快讯，有投资者在投资者互动平台提问：半固态铸造在镁/铝合金薄壁、复杂件上优势明显，但 设备投资高昂可能影响下游采纳速度。请问公司自2019年推出方案以来，半固态相关设备的市场推广进 展如何？目前已获取的订单或交付的设备主要应用于哪些下游领域（如消费电子、汽车等）？该业务当 前对公司营收和毛利的贡献程度如何？公司如何展望其成为业绩重要驱动力的时间表？以及，为降低客 户投资门槛，公司是否规划了如融资租赁等灵活的销售策略？ （记者 王晓波） 伊之密（300415.SZ）11月22日在投资者互动平台表示，半固态镁合金设备的市场推广进度良好，主要 下游为汽车行业、消费电子行业。该业务涉及的财务信息，请关注公司后续披露的定期报告。 ...

来源：问董秘 投资者提问： 公司海外收入占比升至27.3%，土耳其、印尼子公司相继落地。在墨西哥、越南等地本地化生产是否已 在规划中？若实现区域组装，能否将海外毛利率提升至35%以上，支撑更高估值？ 董秘回答(伊之密SZ300415)： 尊敬的投资者，您好。相关财务信息请关注公司后续披露的定期报告。感谢您的关注。 查看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 ...

资料显示，伊之密股份有限公司位于广东省佛山市顺德高新区(容桂)科苑三路22号，成立日期2004年2 月6日，上市日期2015年1月23日，公司主营业务涉及注塑机、压铸机、橡胶机、高速包装系统及模具、 机器人自动化系统的设计、研发、生产、销售和服务。主营业务收入构成为：注塑机70.41%，压铸机 20.26%，其他4.98%，橡胶注射机4.35%。 截至9月30日，伊之密股东户数3.04万，较上期增加0.44%；人均流通股14923股，较上期减少0.44%。 2025年1月-9月，伊之密实现营业收入43.06亿元，同比增长17.21%；归母净利润5.64亿元，同比增长 17.45%。 11月20日，伊之密涨0.00%，成交额1.04亿元。两融数据显示，当日伊之密获融资买入额1295.97万元， 融资偿还1685.53万元，融资净买入-389.56万元。截至11月20日，伊之密融资融券余额合计5.81亿元。 融资方面，伊之密当日融资买入1295.97万元。当前融资余额5.58亿元，占流通市值的4.99%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，伊之密11月20日融券偿还300.00股，融券卖出1 ...

Group 1 - The core viewpoint of the article is that the company, Yizhiming (300415), emphasizes "green manufacturing" as one of its long-term goals [1] Group 2 - The company responded to investor inquiries on November 18, indicating its commitment to sustainable practices [1]

Core Viewpoint - The company has transitioned from equipment export to a localized "R&D-manufacturing-service" model in India, indicating a strategic shift towards local operations and integration [1] Group 1 - The company has established a presence in India, focusing on localizing its operations [1] - The company encourages investors to monitor future periodic reports for updates on the performance of its Indian subsidiary [1]

Core Viewpoint - The company, Yizhim, has indicated that its LEAP series products feature advanced control technology and leading technical parameters, which, combined with digital services and process packages, are expected to create high added value and enhance customer satisfaction, potentially becoming a second growth curve for the company's die-casting machine products [2]. Group 1 - The LEAP series products are characterized by excellent control technology and leading technical parameters [2]. - The integration of digital services and process packages is aimed at achieving high added value [2]. - High customer satisfaction is anticipated, which may contribute to the growth of the company's die-casting machine segment [2].

Core Viewpoint - The company’s LEAP series products are characterized by advanced control technology and leading technical parameters, which are expected to create a second growth curve for its die-casting machine products through digital services and process packages, resulting in high customer satisfaction [1] Group 1 - The LEAP series products feature excellent control technology and superior technical specifications [1] - The integration of digital services and process packages is aimed at achieving high value-added extensions [1] - High customer satisfaction is anticipated, indicating strong market acceptance [1]

Core Viewpoint - The company focuses on the development of UN series semi-solid magnesium alloy forming equipment, emphasizing lightweight, thin-walled, and high mechanical performance requirements for complex components [1]. Group 1: Company Developments - The company will continue to enhance its technology and service investments in the automotive lightweight structural components sector, supporting customers in achieving higher performance product solutions [1]. Group 2: Industry Context - An investor inquired about the application of the company's equipment in well-known new energy vehicle core component production, specifically mentioning the magnesium alloy steering wheel of the Cybertruck [3]. - The company is expected to have ongoing projects in the large and complex automotive magnesium alloy structural components field, although specific project details were not disclosed [3].

Core Viewpoint - The recent shutdown of aluminum plants, including Novelis in the U.S., has led to increased inquiries for magnesium alloy equipment in the North American market, indicating a potential shift towards magnesium alloys as a substitute for aluminum alloys [1] Group 1: Market Trends - There has been a noticeable increase in the inquiry volume for magnesium alloy equipment in North America, suggesting a growing interest in this material as an alternative to aluminum [1] - The trend towards replacing aluminum alloys with magnesium alloys appears to be accelerating significantly [1] Group 2: Production Capacity and Orders - The company has not provided specific details regarding the conversion of inquiries into confirmed orders for models such as UN6600MGII·Plus [1] - Questions were raised about whether the expansion of the Ohio plant will provide sufficient localized capacity to handle potential increases in order volume [1] - The company has not disclosed specific targets for production capacity enhancement or delivery cycle optimization [1]

Core Viewpoint - The stock of Yizhiming has experienced a decline of 2.12% on November 18, with a current price of 24.03 CNY per share, reflecting a total market capitalization of 11.26 billion CNY [1] Financial Performance - For the period from January to September 2025, Yizhiming achieved a revenue of 4.306 billion CNY, representing a year-on-year growth of 17.21% [2] - The net profit attributable to the parent company for the same period was 564 million CNY, showing a year-on-year increase of 17.45% [2] Shareholder Information - As of September 30, 2025, the number of shareholders of Yizhiming reached 30,400, an increase of 0.44% from the previous period [2] - The average number of circulating shares per shareholder decreased by 0.44% to 14,923 shares [2] Dividend Distribution - Since its A-share listing, Yizhiming has distributed a total of 1.192 billion CNY in dividends, with 578 million CNY distributed over the past three years [3] Major Shareholders - As of September 30, 2025, Hong Kong Central Clearing Limited is the second-largest circulating shareholder, holding 25.55 million shares, an increase of 12.45 million shares from the previous period [3] - Guotou Securities Co., Ltd. is the third-largest circulating shareholder, holding 8.168 million shares, a decrease of 302,000 shares from the previous period [3] - The Southern CSI 1000 ETF is a new entrant among the top ten circulating shareholders, holding 3 million shares [3]