证券日报网讯伊之密8月19日在互动平台回答投资者提问时表示，公司有机器人事业部，主要给公司的 主机配套，并为客户提供成套解决方案。 （文章来源：证券日报） ...

Group 1 - The automotive integrated die-casting sector leads the market with a rise of 3.73% [1] - Top Group saw a significant increase of 10.0% [1] - Yian Technology and Yizhiming both experienced gains of 7.92% and 5.48% respectively [1] Group 2 - Meilixin, Baowu Magnesium, and Xingyuan Zhuomag also reported increases exceeding 4% [1]

Group 1 - The shareholder Peng Huiping pledged a total of 5.4913 million shares to China Merchants Securities, accounting for 1.17% of the total share capital [1] - As of the announcement date, shareholder Jiazhuo Holdings has pledged a total of 10 million shares, representing 7.28% of its total holdings, while Peng Huiping has pledged all of her holdings, totaling 5.4913 million shares [1] - The cumulative pledged shares of the top ten shareholders of Yizhiming after this pledge are detailed in the accompanying chart [1] Group 2 - Yizhiming's Q1 2025 financial report shows a main revenue of 1.187 billion yuan, an increase of 24.32% year-on-year; net profit attributable to shareholders is 132 million yuan, up 14.29% year-on-year; and net profit after deducting non-recurring items is 126 million yuan, an increase of 13.57% year-on-year [3] - The company has a debt ratio of 57.1%, investment income of 13.029 million yuan, financial expenses of 1.3995 million yuan, and a gross profit margin of 30.64% [3] - Yizhiming's main business includes the design, research and development, production, sales, and service of injection molding machines, die-casting machines, rubber machines, high-speed packaging systems, molds, and robotic automation systems [3]

证券代码：300415 证券简称：伊之密 公告编号：2025-053 伊之密股份有限公司 公司实际控制人之一陈立尧之一致行动人彭惠萍保证向本公司提供的信息 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。 2025 年 8 月 14 日，伊之密股份有限公司（以下简称"伊之密"或"公司"）收到公司实际 控制人之一陈立尧之一致行动人彭惠萍的通知，获悉其将所持有的本公司部分股份办理了股 票解除质押及再质押业务，具体事项如下： 一、实际控制人之一致行动人部分股份解除质押及再质押的基本情况 | 股东名称 | 是否为控 股股东或 第一大股 | 本次解除 质押数量 | 占其 所持 | 占公 司总 | 是否为限 售股（如 是，注明 | 是否为 补充质 | 质押起 始日 | 质押到 期日 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 东及其一 | | 股份 | 股本 | 限售类 | 押 | | | | | | 致行动人 | | 比例 | 比例 | ...

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101次，知识产 权方面有商标信息122条，专利信息313条，此外企业还拥有行政许可64个。 来源：金融界 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%。 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。 金融界消息 截至2025年8月14日收盘，伊之密（300415）报收于23.6元，上涨8.06%，换手率11.02%， 成交量49.92万手，成交金额11.52亿元。 资金流向方面，今日主力资金净流入5202.67万元，占比成交额4.52%。其中，超大单净流入1002.00万 元、占成交额0.87%，大单净流入4200.66万元、占成交额3.65%，中单净流出流出1 ...

8月11日，沪深两融数据显示，伊之密获融资买入额0.42亿元，居两市第1116位，当日融资偿还额0.63亿 元，净卖出2037.48万元。 最近三个交易日，7日-11日，伊之密分别获融资买入0.20亿元、0.33亿元、0.42亿元。 融券方面，当日融券卖出0.00万股，净买入0.25万股。 ...

Key Points - The article discusses significant events in the private equity fund market from August 4 to August 10, highlighting the establishment of various funds across different regions and sectors [5]. Government-Backed Funds - A new AI innovation fund in Nanning has been established with a total contribution of 5 billion RMB, focusing on private equity investments and asset management [7]. - Anhui province has set up a 1 billion RMB technology innovation fund, targeting investments in strategic emerging industries [8]. - The first AIC blind pool fund in Anhui has been launched with an initial scale of 1 billion RMB, focusing on AI and new generation information technology [8]. - The Zhejiang Zhanxing Industry Relay Fund has completed registration with a target size of 5 billion RMB, aimed at revitalizing capital efficiency in strategic emerging industries [8]. - A new fund focusing on the silver economy has been registered in Langfang, targeting investments in healthcare technologies related to aging [9]. Private Equity Fund Developments - The Shanghai Clinical Transformation Seed Investment Fund has been launched with an initial scale of 180 million RMB, focusing on innovative medical devices and therapies [9]. - A 100 billion RMB insurance modernization industry fund is being established in Anhui, with contributions from various investment groups [9]. - The Guizhou Digital Economy Development Fund is seeking fund managers for its sub-funds, focusing on digital industries [10]. - The Hunan Wangcheng Economic Development Zone plans to establish a 5 billion RMB industry investment fund, focusing on smart manufacturing [11]. Fundraising and Investments - Xincheng Capital has successfully raised over 4.5 billion RMB for its new RMB merger fund, with a total asset management reaching 95.9 billion USD [16]. - The Beijing Zhongfa Chip Innovation Fund has been signed, focusing on integrated circuit technology with a scale of 500 million RMB [17]. - The Tangshan High-tech Zone New Industry Development Fund has been established with a total contribution of 501 million RMB, focusing on private equity investments [18]. Policy Initiatives - The People's Bank of China and other departments have issued guidelines to support new industrialization, aiming to enhance financial services for the manufacturing sector by 2027 [22]. - Beijing's government has introduced measures to promote future industries, requiring a minimum of 20% investment from key departments [22]. - Shanghai's economic committee has released measures to expand AI applications, encouraging investments in early-stage projects with long-term potential [22].

Core Viewpoints - The mechanical industry is expected to outperform the market, focusing on growth sectors such as AI infrastructure and humanoid robots [5][15] - The report emphasizes the importance of structural growth opportunities in high-quality leading companies within the mechanical sector [15][20] Market Review & Key Data Tracking - In July, the mechanical industry index rose by 5.67%, outperforming the CSI 300 index by 2.12 percentage points [35] - The TTM price-to-earnings ratio for the mechanical industry is approximately 33.79, and the price-to-book ratio is about 2.63, indicating a month-on-month increase in valuation levels [40] - The manufacturing PMI index for July is reported at 49.30%, reflecting a decrease of 0.4 percentage points month-on-month, influenced by seasonal production slowdowns and adverse weather conditions [35][12] Investment Strategy & Key Recommendations - The report recommends a focus on specific companies such as Huace Detection, Guodian Measurement, and Yizhiming, among others, as part of the investment strategy for August [24][31] - Key stocks for August include XCMG, Feirongda, Yizhiming, Yingliu, Dingyang Technology, and Ice Wheel Environment [24][31] Long-term Investment Themes - The report suggests focusing on emerging market growth and export acceleration, particularly in sectors like humanoid robots, AI infrastructure, and coal chemical equipment [25][26] - It highlights the importance of supply-side factors such as inventory updates and import substitution, recommending attention to industries benefiting from these trends [25][26] Sector-Specific Insights - Humanoid robots are identified as a key growth area, with specific attention to components like joint modules and sensors from companies such as Hengli Hydraulic and Huichuan Technology [26][28] - AI infrastructure is highlighted, with a focus on the gas turbine and refrigeration sectors, recommending companies like Yingliu and Ice Wheel Environment [28] - The engineering machinery sector is expected to stabilize and grow, with recommendations for companies like Hengli Hydraulic and Sany Heavy Industry [29] Valuation and Performance Metrics - The report provides detailed valuation metrics for recommended companies, including market capitalization and projected earnings per share for 2024, 2025, and 2026 [33][34] - It emphasizes the performance of hidden champions and growth-oriented companies, providing a comprehensive overview of their financial metrics [34]

Group 1 - The core viewpoint of the article is that Yizhiming (300415.SZ) has significant clients for its large die-casting machines, including major companies like FAW and Changan [1] Group 2 - The company encourages stakeholders to pay attention to its official information for further details [1]

关于与专业投资机构共同投资的进展公告 证券代码：300415 证券简称：伊之密 公告编号：2025-052 伊之密股份有限公司 二、投资进展情况 公司于2025年7月31日收到通知，此次扩募事项已完成工商变更，并已按照 《证券投资基金法》《私募投资基金监督管理暂行办法》等法律法规的要求在中 国证券投资基金业协会完成了备案登记手续。相关备案登记信息如下： 基金名称：美智二期（广东）创业投资合伙企业（有限合伙） 备案编码：SASG60 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。 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"）、广州开发区科创母基金管理有限公司、会通新材料股份有限公司、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），合伙企业资金规 模为人民币33,452万元，公司 ...