（记者 张明双） 每经头条（nbdtoutiao）——"史上最丑"与"丑上最薄"：iPhone 17系列背后的新战事 每经AI快讯，伊之密9月11日晚间发布公告称，伊之密股份有限公司副董事长、实际控制人之一梁敬华 先生及公司董事、副总经理、实际控制人之一陈立尧先生的一致行动人彭惠萍女士计划以集中竞价及大 宗交易的方式减持公司股份。其中，梁敬华先生计划通过集中竞价减持不超过178万股；彭惠萍女士计 划通过大宗交易减持不超过259万股、通过集中竞价减持不超过290万股，预计合计减持股份不超过727 万股（占剔除回购专用账户股份后公司总股本的1.5818%，占公司总股本的1.5516%）。采取集中竞价 交易方式减持，在任意连续90个自然日内，减持股份总数不得超过公司股份总数1%；采取大宗交易方 式减持，在任意连续90个自然日内，减持股份总数不得超过公司股份总数的2%。通过集中竞价及大宗 交易方式的减持期间为自本次减持计划披露之日起15个交易日后的3个月内。 ...

格隆汇9月11日丨伊之密(300415.SZ)公布，副董事长、实际控制人之一梁敬华先生及公司董事、副总经 理、实际控制人之一陈立尧先生的一致行动人彭惠萍女士计划以集中竞价及大宗交易的方式减持公司股 份。其中，梁敬华先生计划通过集中竞价减持不超过178万股；彭惠萍女士计划通过大宗交易减持不超 过259万股、通过集中竞价减持不超过290万股（若减持期间公司实施送股、资本公积金转增股本、配股 等除权事项以及可转债转股事项，则对该数量进行相应调整），预计合计减持股份不超过727万股（占 剔除回购专用账户股份后公司总股本的1.5818%，占公司总股本的1.5516%）。 ...

Group 1 - The company Yizhiming (300415) announced that its vice chairman and one of the actual controllers, Liang Jinghua, along with director and deputy general manager Chen Liyao, plan to reduce their shareholdings through centralized bidding and block trading [1] - Liang Jinghua intends to reduce his holdings by no more than 1.78 million shares through centralized bidding [1] - Peng Huiping, an acting person of Chen Liyao, plans to reduce his holdings by no more than 2.59 million shares through block trading and no more than 2.90 million shares through centralized bidding [1] Group 2 - The total expected reduction in shareholdings is no more than 7.27 million shares, which accounts for 1.5818% of the company's total share capital after excluding shares in the repurchase special account [1] - This reduction represents 1.5516% of the company's total share capital [1]

伊之密公告，公司副董事长、实际控制人之一梁敬华计划通过集中竞价减持不超过178万股；董事、副 总经理陈立尧的一致行动人彭惠萍计划通过大宗交易减持不超过259万股、通过集中竞价减持不超过290 万股，合计不超过727万股，占剔除回购专用账户股份后公司总股本的1.5818%，占公司总股本的 1.5516%。减持期为2025年10月14日至2026年1月13日。 ...

证券代码：300415 证券简称：伊之密 公告编号：2025-060 特别提示： 伊之密股份有限公司（以下简称"公司"）副董事长、实际控制人之一梁敬 华先生及公司董事、副总经理、实际控制人之一陈立尧先生的一致行动人彭惠 萍女士计划以集中竞价及大宗交易的方式减持公司股份。其中，梁敬华先生计 划通过集中竞价减持不超过 178 万股；彭惠萍女士计划通过大宗交易减持不超 过 259 万股、通过集中竞价减持不超过 290 万股（若减持期间公司实施送股、 资本公积金转增股本、配股等除权事项以及可转债转股事项，则对该数量进行 相应调整），预计合计减持股份不超过 727 万股（占剔除回购专用账户股份后 公司总股本的 1.5818%，占公司总股本的 1.5516%）。 伊之密股份有限公司 关于公司实际控制人及实际控制人的一致行动人 减持股份的预披露公告 梁敬华、彭惠萍保证向公司提供的信息内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 其中：采取集中竞价交易方式减持，在任意连续 90 个自然日内，减持股份 总数不得超过公司股份总数 1%；采取大宗交 ...

伊之密（300415.SZ）9月10日在投资者互动平台表示，公司目前有半固态镁合金注射成型机等镁合金相 关产品，目前，该设备主要应用于生产新能源汽车用零部件，如新能源汽车的电机零件、中控仪表盘横 梁等，以及消费电子领域零部件、自行车前叉、两轮电动车轮毂等部件的制造等。随着应用技术的进一 步发展，该设备的应用场景有望进一步扩展。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司目前有哪些镁合金加工设备？供货哪些大型企 业？ ...

格隆汇9月10日丨伊之密(300415.SZ)在互动平台表示，公司目前有半固态镁合金注射成型机等镁合金相 关产品，目前，该设备主要应用于生产新能源汽车用零部件，如新能源汽车的电机零件、中控仪表盘横 梁等，以及消费电子领域零部件、自行车前叉、两轮电动车轮毂等部件的制造等。随着应用技术的进一 步发展，该设备的应用场景有望进一步扩展。 ...

Market Performance - The specialized equipment sector increased by 3.34% on September 5, with Xinqi Microelectronics leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Key Stocks in Specialized Equipment Sector - Xinqi Microelectronics (688630) closed at 138.57, up 13.85%, with a trading volume of 100,700 shares and a transaction value of 1.31 billion [1] - Zhongjian Technology (002779) closed at 111.95, up 10.00%, with a trading volume of 108,000 shares and a transaction value of 1.17 billion [1] - Tongli Risheng (605286) closed at 42.79, up 10.00%, with a trading volume of 54,800 shares and a transaction value of 229 million [1] - Tianyong Intelligent (603895) closed at 34.21, up 10.00%, with a trading volume of 70,400 shares and a transaction value of 234 million [1] - Other notable stocks include Yizhim (300415) up 9.37% and Degute (300950) up 9.18% [1] Capital Flow Analysis - The specialized equipment sector saw a net inflow of 1.026 billion in main funds, while retail funds experienced a net outflow of 227 million [2][3] - Major stocks like Zhongjian Technology and Yingweike had significant net inflows from main funds, indicating strong institutional interest [3]

Core Viewpoint - The company reported a strong performance in the first half of 2025, with revenue and net profit showing significant year-on-year growth, indicating resilience and growth potential in a challenging market environment [1][2]. Group 1: Financial Performance - In H1 2025, the company achieved revenue of 2.746 billion yuan, a year-on-year increase of 15.89%, and a net profit attributable to shareholders of 345 million yuan, up 15.15% year-on-year [1][2]. - In Q2 2025, the company recorded revenue of 1.559 billion yuan, reflecting a 10.20% year-on-year growth, and a net profit of 212 million yuan, which is a 15.70% increase year-on-year, aligning with market expectations [1][2]. Group 2: Business Segments - All three major business segments demonstrated double-digit growth: injection molding machines generated 1.932 billion yuan (up 13.09%), die-casting machines 556 million yuan (up 33.29%), and rubber machines 119 million yuan (up 23.85%) [2]. - The company has shown its ability to grow counter-cyclically, particularly since Q2 2023, despite a downturn in the domestic molding equipment industry [2]. Group 3: Profitability - The gross margin for H1 2025 was 31.08%, a decrease of 2.53 percentage points year-on-year, while the net margin was 12.90%, a slight decline of 0.01 percentage points [3]. - The decline in gross margin is attributed to changes in accounting policies and strategic decisions to enhance market share through cost-effective models [3]. Group 4: Strategic Developments - The company is leading in the layout of semi-solid magnesium alloy injection molding machines, which are expected to see increased demand in the electric vehicle and robotics sectors [4]. - The unique technology of semi-solid magnesium alloy allows for high-precision molding and reduced production risks, making it advantageous over traditional high-pressure die casting [4]. - A strategic partnership has been established with a well-known global automotive parts manufacturer, indicating potential for significant growth in this area [4]. Group 5: Future Outlook - The company maintains a positive outlook, projecting net profits of 735 million yuan, 854 million yuan, and 980 million yuan for 2025-2027, representing year-on-year growth rates of 21%, 16%, and 15% respectively [4].

Investment Rating - The report maintains a rating of "Accumulate" for the company [4] Core Views - The company has shown robust performance in H1 2025, with revenue reaching 2.746 billion yuan, a year-on-year increase of 15.89%, and a net profit of 345 million yuan, up 15.15% year-on-year, aligning with market expectations [5][6] - The company’s three main business segments achieved double-digit growth, with injection molding machines revenue at 1.932 billion yuan (up 13.09%), die-casting machines at 556 million yuan (up 33.29%), and rubber machines at 119 million yuan (up 23.85%) [6] - The company is positioned as an industry leader, demonstrating counter-cyclical growth capabilities amid a downturn in the domestic molding equipment sector since 2022 [6] - The company has established a strategic partnership with a global automotive parts manufacturer, indicating potential for significant growth in the semi-solid magnesium alloy injection molding machine segment [9] Summary by Sections Financial Performance - In H1 2025, the company reported a gross margin of 31.08%, a decrease of 2.53 percentage points year-on-year, and a net margin of 12.90%, a slight decline of 0.01 percentage points [7] - The company’s revenue forecast for 2023A is 4.096 billion yuan, with expected growth rates of 11% for 2023 and 24% for 2024 [4] Business Segments - The injection molding machine segment is the largest contributor to revenue, followed by die-casting and rubber machines, all showing strong growth [6] - The company’s semi-solid magnesium alloy technology is expected to gain traction in the electric vehicle and robotics sectors, driven by the global trend towards lightweight materials [9] Profitability and Valuation - The report projects net profits for 2025-2027 to be 735 million yuan, 854 million yuan, and 980 million yuan, representing year-on-year growth rates of 21%, 16%, and 15% respectively [9] - The company’s price-to-earnings (P/E) ratio is projected to decrease from 18.8 in 2024 to 11.6 by 2027, indicating improving valuation metrics [4]