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三一重工:公司工程机械塑料部件(内饰/护罩)均采用外部采购模式
Zheng Quan Ri Bao· 2025-12-19 15:16
证券日报网讯 12月19日,三一重工在互动平台回答投资者提问时表示,公司工程机械塑料部件(内饰/ 护罩)均采用外部采购模式,不涉及自主生产环节,因此不存在使用伊之密(300415)相关生产设备的 情况;后续若有相关重大合作或采购规划,公司将严格按照监管要求履行信息披露义务。 (文章来源:证券日报) ...
伊之密涨2.01%,成交额3734.24万元,主力资金净流入94.40万元
Xin Lang Zheng Quan· 2025-12-19 01:57
Core Viewpoint - The stock of Yizhiming has shown a year-to-date increase of 26.83%, with recent fluctuations indicating a slight decline over the past five days and a notable increase over the past 20 days, reflecting volatility in its trading performance [2]. Group 1: Stock Performance - As of December 19, Yizhiming's stock price rose by 2.01% to 24.82 CNY per share, with a trading volume of 37.34 million CNY and a turnover rate of 0.33%, resulting in a total market capitalization of 11.63 billion CNY [1]. - The stock has experienced a 0.28% decline over the last five trading days, a 6.98% increase over the last 20 days, and a 10.88% decline over the last 60 days [2]. Group 2: 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%, while the net profit attributable to shareholders was 564 million CNY, also reflecting a growth of 17.45% [2]. - The company has distributed a total of 1.192 billion CNY in dividends since its A-share listing, with 578 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Yizhiming reached 30,400, an increase of 0.44% from the previous period, with an average of 14,923 shares held per shareholder, which decreased by 0.44% [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 25.55 million shares, an increase of 12.45 million shares from the previous period [3].
铭利达:公司涉及铝合金和注塑的产品未使用伊之密公司的
Mei Ri Jing Ji Xin Wen· 2025-12-18 07:50
(文章来源:每日经济新闻) 铭利达(301268.SZ)12月18日在投资者互动平台表示,公司涉及铝合金和注塑的产品使用的是其他品 牌的设备,未使用伊之密公司的。 每经AI快讯,有投资者在投资者互动平台提问:公司现在的储能逆变器壳体主要材料为铝合金和注 塑,其是否使用了伊之密的设备进行注塑和压铸? ...
铭利达(301268.SZ):公司涉及铝合金和注塑的产品使用的是其他品牌的设备,未使用伊之密公司的
Ge Long Hui· 2025-12-18 07:37
格隆汇12月18日丨铭利达(301268.SZ)在投资者互动平台表示,公司涉及铝合金和注塑的产品使用的是 其他品牌的设备,未使用伊之密公司的。 ...
伊之密:公司会在智能制造装备领域加强技术积累
Zheng Quan Ri Bao· 2025-12-17 07:15
证券日报网讯 12月16日,伊之密在互动平台回答投资者提问时表示,公司会在智能制造装备领域加强 技术积累,进一步提高创新能力,持续提升技术壁垒,把握国家高端装备国产化替代的机遇,积极寻求 与更多高端产业链企业的合作机会。 (文章来源:证券日报) ...
伊之密:公司UN系列设备已构建“设备-模具-工艺”深度联动的技术体系
Zheng Quan Ri Bao Wang· 2025-12-09 13:12
证券日报网讯12月9日,伊之密(300415)在互动平台回答投资者提问时表示,公司UN系列设备已构 建"设备-模具-工艺"深度联动的技术体系。多段式充型流速依托高响应伺服液压系统与智能算法,实现 动态精准调控。 ...
中信建投:工程机械11月数据超预期 人形机器人中美产业共振
智通财经网· 2025-12-09 06:20
Group 1: Robotics Industry - The U.S. government is focusing on the development of robotics, indicating that robotics technology is becoming a key frontier in U.S.-China competition, with potential for continued resonance between the two countries' industries [1] - The Trump administration's actions suggest a strategic elevation of the U.S. robotics industry, with domestic policies expected to follow suit [1] - U.S. companies are actively investing in the robotics sector, creating a closed loop of "model-simulation-hardware," while China's supply chain is accelerating the implementation of robotics in various scenarios [1] Group 2: Construction Machinery - In November, domestic excavator sales exceeded expectations, and exports maintained high growth rates despite a high base, indicating a strong overall fundamental outlook for the sector [2] - The upward trend in both domestic and international sales of construction machinery has been validated, with a focus on overseas markets where profits from exports account for about 70% of many companies [2] - The performance of companies in the construction machinery sector remains strong, with non-excavator domestic sales also showing significant growth [2] Group 3: Lithium Battery Equipment - The electrification of ships is expanding the application of lithium batteries into new scenarios, with a positive outlook for lithium battery equipment in the upcoming year [3] - The demand for lithium batteries is expected to increase as new technologies like solid-state and sodium-ion batteries emerge, enhancing the electrification rate across various sectors [3] - The mid-term acceptance of solid-state batteries is anticipated to be completed by the end of the year, leading to a new round of order tenders from leading battery manufacturers and vehicle manufacturers [3] Group 4: PCB Equipment - The PCB industry is experiencing a resurgence, characterized by high-end product development and factory establishment in Southeast Asia, which is driving the demand for PCB equipment upgrades [4] - Key segments of PCB equipment, such as drilling and plating, hold significant value and are critical for circuit board performance [4] - The industry is evolving towards higher layer counts and more precise wiring due to AI-driven advancements, necessitating improvements in processing technology [4] Group 5: Forklifts & Mobile Robots - Sales of large forklifts are maintaining growth, with domestic sales increasing by 5% to 16% and exports growing by 8% to 23% from July to October [5] - The industry is optimistic about the upward trend in demand for smart logistics and unmanned forklifts, with major companies launching intelligent logistics products in Q4 [5] Group 6: Recommended Companies in Machinery Sector - Key companies recommended include Hengli Hydraulic, Aibin Technology, LiuGong, XCMG, Jereh, Naipu Mining, SANY Heavy Industry, Zoomlion, Anhui Heli, Hangcha Group, Huace Testing, Shoucheng Holdings, Xian Dao Intelligent, Bozhong Precision, Haitai International, Yizhiming, Puyuan Precision Electronics, Zhongji United, and Maiwei Shares [6]
伊之密:公司最新股东人数请查阅公司定期报告
Zheng Quan Ri Bao Wang· 2025-12-04 13:47
Group 1 - The company, Yizhiming (300415), responded to investor inquiries on December 4, indicating that the latest number of shareholders can be found in the company's periodic reports [1]
伊之密:公司始终将现金流健康与运营效率置于经营管理核心位置
Zheng Quan Ri Bao· 2025-12-04 13:39
证券日报网讯 12月4日,伊之密在互动平台回答投资者提问时表示,公司始终将现金流健康与运营效率 置于经营管理的核心位置,旨在平衡发展速度与财务安全,确保长期可持续增长。 (文章来源:证券日报) ...
伊之密:公司海外产能布局进展顺利
Zheng Quan Ri Bao· 2025-12-04 13:16
(文章来源:证券日报) 证券日报网讯 12月4日,伊之密在互动平台回答投资者提问时表示,公司海外产能布局进展顺利,能较 好的满足海外客户的交付要求和服务响应速度。此外,公司将不断完善本地化供应链与服务网络,确保 海外业务的持续稳健增长。 ...