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，公司将通过产品结构的优化等多种 方式提升盈利能力。此外，公司将依托数字化工厂的建设，深入实施精益制造与供应链协同管理，通过 内部降本增效来应对成本压力。公司高度重视现金流管理，以确保公司在复杂的宏观经济环境下，保持 健康的资产结构与充沛的经营性现金流。 （文章来源：证券日报） ...

尊敬的投资者，您好。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。感谢您的关注。 查看更多董秘问答>> 来源：问董秘 投资者提问： 公司的全球化战略成效显著，海外收入持续增长。市场关注公司2030年海外收入占比达到50%的目标。 请问，为实现这一目标，公司未来在海外产能布局（如墨西哥工厂的进展与规划）、品牌协同 （YIZUMI与HPM）以及本地化服务网络建设方面的具体推进节奏和资源投入计划是怎样的？同时，如 何应对不同区域贸易政策、认证标准等非关税壁垒对利润的实际影响 ？ 董秘回答(伊之密SZ300415)： 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。 ...

证券日报网讯12月3日，伊之密（300415）在互动平台回答投资者提问时表示，公司通过持续优化UN系 列设备的注射稳定性、模具温控精度及充型动态响应能力，配合与材料和结构设计端的协同开发，稳步 拓展半固态技术的实际应用边界。 ...

Investment Rating - The industry investment rating is "Recommended" [3] Core Viewpoints - The machine tool industry exhibits significant structural growth characteristics, with high-end manufacturing and exports being the core driving forces. The metal cutting machine tool segment achieved a revenue growth of 10.8%, production growth of 14.8%, and export growth of 13.6%, significantly outperforming the overall industry level. This reflects the rigid demand for high-end processing equipment in high-tech fields such as aerospace, new energy vehicles, and precision molds [4][6] - The overall industry shows a structure of "stable domestically and growing externally," with growth momentum shifting from scale expansion to technological leadership and global market expansion. Short-term prosperity is constrained, but there are marginal improvement signals from policy expectations and inventory adjustments [6][7] Summary by Sections Recent Trends - From January to October 2025, the machine tool industry achieved a total operating income of 851.1 billion yuan, a year-on-year increase of 1.5%. The metal cutting machine tool segment saw a year-on-year revenue increase of 10.8%, while the metal forming machine tool segment grew by 7.5%. New orders for metal processing machine tools increased by 7.3%, and the backlog of orders grew by 4.3% [3][4] Import and Export Data - The total import and export value of machine tool products reached 27.42 billion USD, a year-on-year increase of 5.7%. The import value was 8.48 billion USD, up 1.4%, while the export value was 18.94 billion USD, increasing by 7.7%. Specifically, the import value of metal cutting machine tools was 3.95 billion USD (up 0.6%), and the export value was 5.10 billion USD (up 13.6%). For metal forming machine tools, the import value was 520 million USD (down 9.8%), while the export value surged to 2.80 billion USD (up 38.2%) [4][6] Investment Recommendations - The current industry export performance is better than domestic demand, driven by global supply chain restructuring and industrialization needs in emerging markets. The report suggests focusing on companies with core technological capabilities, outstanding internationalization, and the ability to respond quickly to small and medium-sized enterprises. Recommended stocks include Kede CNC, Haitian Precision, Huazhong CNC, and others [6][7]

Core Viewpoint - The company, TaoTao Vehicle, focuses on providing outdoor leisure and electric mobility solutions, with a diverse range of products aimed at short-distance travel and outdoor activities [1] Group 1: Business Overview - The company offers electric mobility products, including electric low-speed vehicles, electric bicycles, and electric scooters, catering to community, indoor, and outdoor short-distance travel needs [1] - The company also specializes in outdoor specialty vehicles, such as all-terrain vehicles and off-road motorcycles, under the category of power sports [1] Group 2: Future Directions - In addition to its core business, the company is actively researching and maintaining interest in intelligent products, such as robots, and is exploring further sales opportunities in this area [1] - The company currently does not utilize equipment from Yizhiming [1]

Core Viewpoint - Best (300580.SZ) has stated on its interactive platform that the company has not purchased the LEAP series die-casting machines from Yizhiming [1] Group 1 - The company clarified its position regarding the procurement of specific machinery [1]

Core Viewpoint - The company, Yizhiming, reported a year-on-year increase in sales revenue for injection molding machines in the first three quarters of the year, outperforming the overall industry level, and is optimistic about the continued growth of the injection molding machine market [2] Group 1: Injection Molding Machine Market - The sales revenue for injection molding machines has increased year-on-year, indicating a positive trend in the market [2] - The company sees a broad application scenario for injection molding machines and is optimistic about the market's sustained growth [2] - Rapid development in overseas export business is contributing positively to the injection molding machine segment [2] Group 2: Die Casting Machine Industry Trends - The die casting machine industry is expected to trend towards "larger, smarter, and greener" machines in the next two years [2] - There is a growing demand for large-tonnage, high-stability die casting machines driven by the rapid growth in sectors like new energy vehicles and battery structural components [2] - The company plans to focus on high-end, intelligent, and green manufacturing in its future product direction, enhancing competitiveness in large structural components and new energy fields [2] Group 3: Global Expansion Strategy - The company's foreign sales revenue reached 1.214 billion yuan, a year-on-year increase of 15.58%, indicating significant growth potential in overseas markets [3] - Yizhiming has established a factory in India and set up research and service centers in Germany, Brazil, and Vietnam, expanding its global footprint [3] - The company currently has over 40 overseas distributors, covering more than 90 countries and regions, highlighting its extensive international reach [3]

Core Insights - The company, Yizhiming (伊之密), reported a significant growth in revenue and net profit for the first three quarters of 2025, with revenue reaching 4.306 billion yuan, a year-on-year increase of 17.21%, and net profit of 564 million yuan, up by 17.45% [1] - The company has established subsidiaries in 12 countries and regions, creating a global service network with nearly 180 locations, aimed at enhancing customer proximity and building a sustainable global ecosystem [2] - Yizhiming is focused on technological innovation, with R&D expenses amounting to 200 million yuan, a 9.55% increase year-on-year, and a research team of over 900 people, holding 86 invention patents and over 400 patent technology achievements [2] - The company is leading industry transformation through green manufacturing and advanced technology, having successfully delivered China's first 6600-ton semi-solid magnesium alloy injection molding machine, marking a significant breakthrough in large-scale integrated molding technology [3] - Yizhiming is actively promoting the digital integration of R&D and manufacturing, enhancing product development speed through collaborative simulation platforms and product lifecycle management systems [3] - The company has received multiple awards, including the "Fifth China Quality Award Nomination Award" and recognition as a "National Enterprise Technology Center," validating its R&D and industrialization capabilities in high-end equipment [3] - Yizhiming aims to continue focusing on technology-driven and sustainable development, leveraging innovation and quality to drive industry reform and enhance customer value [3]

Core Viewpoint - The company emphasizes its globalization strategy, highlighting the strategic importance of its service base in Mexico for local market needs and rapid service delivery [1]. Group 1 - The company has established a service base in Mexico to cater to local market demands and enhance service efficiency [1]. - Mexico is identified as a significant manufacturing hub in the Americas, underlining its strategic position for the company's operations [1]. - The company expresses gratitude for investor interest in its plans regarding service capabilities in South America, particularly concerning equipment delivery and after-sales service for clients in Chile and Brazil [1].

Core Viewpoint - The company, Yizhiming (伊之密), has demonstrated robust growth in its core business segments and is focusing on technological innovation and global expansion, as highlighted in its recent investor communication event [1]. Financial Performance - In the first three quarters of 2025, Yizhiming achieved a revenue of 4.306 billion yuan, representing a year-on-year increase of 17.21% [2] - The net profit attributable to shareholders reached 564 million yuan, with a growth of 17.45% compared to the previous year [2] - Revenue from injection molding machine sales was 3.098 billion yuan, up 18.42% year-on-year; die-casting machine revenue was 805 million yuan, an increase of 38.04%; and rubber machine sales amounted to 192 million yuan, growing by 15.73% [2] Research and Development - The company invested 200 million yuan in R&D during the first three quarters of 2025, a 9.55% increase from the same period last year [3] - Yizhiming has established a research team of over 900 members and holds 86 invention patents, with a total of over 400 various patent technologies [3] - The company successfully delivered the first domestic 6600-ton semi-solid magnesium alloy injection molding machine and received recognition for its A6 series intelligent injection molding machines and TP5 series in the high-end market [3] Global Operations - Yizhiming has set up subsidiaries in 12 countries and regions, with nearly 180 global service points [3] - The company leverages an industrial IoT platform to enhance equipment interconnectivity and data collaboration, providing predictive maintenance and remote services to improve operational efficiency globally [3] Recognition and Future Focus - Recently, Yizhiming was nominated for the fifth China Quality Award and recognized as a "National Enterprise Technology Center," with its Suzhou subsidiary also awarded as a "Provincial Enterprise Technology Center," reflecting its capabilities in high-end equipment R&D and industrialization [4] - The company aims to continue focusing on technology-driven and sustainable development, emphasizing innovation and quality to drive industry transformation and enhance customer value [4]