证券代码：300428 证券简称：立中集团 公告编号：2026-017 号 立中四通轻合金集团股份有限公司 关于成立三级全资子公司完成工商注册并领取营业执照的 法人注册号：0215569003850 自愿性披露公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、对外投资概述 根据立中四通轻合金集团股份有限公司（以下简称"公司"）经营及战略发 展的需要，公司二级全资子公司河北新立中有色金属集团有限公司在泰国成立三 级全资子公司泰国中通铝合金有限公司。 根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自 律监管指引第 2 号——创业板上市公司规范运作》及《公司章程》等有关规定， 本次成立三级全资子公司的事项无需提交董事会、股东会审议。本次对外投资不 涉及关联交易，也不构成《上市公司重大资产重组管理办法》规定的重大资产重 组。 本次公司设立的泰国中通铝合金有限公司在未来经营管理过程中可能面临 海外市场波动、宏观经济、地缘政治、行业环境变化等不确定性风险，项目实际 推进、建设进度及投资收益存在不及预期的可能。公司将积极采取应对措施，严 控相关风险 ...

Group 1 - Lichung Group's stock increased by over 14% [1] - Guanglian Aviation's stock rose by more than 11% [1] - Other companies such as Western Materials, Hailanxin, Electronic Science and Technology Blue Sky, Tianyin Electromechanical, and Zhenlei Technology also experienced gains [1]

Core Insights - The company reported a total operating revenue of 32,139.17 million yuan for 2025, representing a year-on-year growth of 17.96% [2] - The net profit attributable to shareholders reached 889.17 million yuan, an increase of 25.75% compared to the previous year [2] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 794.65 million yuan, reflecting a growth of 30.77% year-on-year [3] Financial Performance - Basic earnings per share were 1.39 yuan, up 24.11% year-on-year [2] - The weighted average return on net assets was 11.44%, an increase of 1.29 percentage points from the previous year [2] - Total assets at the end of 2025 amounted to 239,317.44 million yuan, an increase of 11.69% from the beginning of the year [2] Shareholder Equity - The equity attributable to shareholders was 90,144.74 million yuan, up 24.32% from the beginning of the year [2] - The net asset per share attributable to shareholders was 13.15 yuan, reflecting a growth of 14.85% [2] - The total share capital was 68,558.16 million shares, an increase of 8.25% from the beginning of the year [2] Business Growth Factors - The company experienced steady growth in production and sales across all business segments, supported by a year-on-year increase in aluminum prices [2] - The growth in net profit was driven by a focus on core business, scale effects, and an increase in the proportion of high-value-added products [2] - The global supply chain layout was enhanced with the overseas production capacity in the aluminum alloy wheel segment, particularly in Thailand and Mexico [2] - The lithium hexafluorophosphate business showed improvement due to market price recovery and strategic investor introduction [2]

Group 1 - The commercial aerospace sector is experiencing a resurgence driven by four main advantages: policy support, capital influx, industry activity, and technological breakthroughs [1][2] - Policy support is evident as over 20 provinces in China have mentioned plans for commercial aerospace industries during local meetings, with expectations for further emphasis during the upcoming national meetings [1] - Capital influx is highlighted by significant financing events, including a record 5.037 billion yuan raised by Space Honor in its D++ round, indicating a growing recognition of the commercial aerospace sector [1] - The industry is witnessing increased activity with the completion of the main structure of the Hainan commercial aerospace launch site, which is expected to have a launch capacity of 60 per year by the end of the year [1][2] Group 2 - Technological advancements are leading to a peak in domestic commercial aerospace launches, with multiple reusable rockets scheduled for launch in March [2] - The market for commercial aerospace is expanding, prompting a "recommended" rating from Huolong Securities, which suggests focusing on specific companies in rocket launching, satellite manufacturing, and satellite applications [2] - On February 27, stocks related to commercial aerospace, such as Guanglian Aviation and Feiwo Technology, saw significant gains, indicating strong market interest [3]

Core Viewpoint - The commercial aerospace sector in China is experiencing a significant surge, with multiple companies seeing substantial stock price increases following the announcement of a new recovery test for the reusable rocket Zhuque-3 by Blue Arrow Aerospace [1] Group 1: Stock Performance - The stock of Lichung Group rose over 12% [1] - Guanglian Aviation's stock increased by more than 11% [1] - Other companies such as Junda Co. and Baotai Co. also reached their daily price limits [1] Group 2: Industry Developments - Blue Arrow Aerospace, a representative of China's commercial aerospace enterprises, announced that the recovery test for the Zhuque-3 reusable rocket will take place again in the second quarter of this year [1]

Core Viewpoint - The company reported a significant increase in revenue and net profit for 2025, driven by the recovery in market prices and strategic investments in its lithium hexafluorophosphate business [1] Financial Performance - The company achieved an operating revenue of 32,139.17 million yuan in 2025, representing a year-on-year growth of 17.96% [1] - The net profit attributable to shareholders reached 889.17 million yuan, marking a year-on-year increase of 25.75% [1] Business Operations - The lithium hexafluorophosphate business benefited from a recovery in market prices, leading to improved capacity utilization and order volume [1] - Since November, the company has turned profitable, indicating a continuous improvement in its profitability [1]

Core Viewpoint - The company reported a significant increase in revenue and net profit for the fiscal year 2025, driven by steady growth in production and sales across its business segments, along with rising aluminum prices [1] Group 1: Financial Performance - The company achieved a total operating revenue of 32.139 billion yuan, representing a year-on-year increase of 17.96% [1] - The net profit attributable to shareholders reached 889 million yuan, marking a 25.75% increase compared to the previous year [1] Group 2: Business Operations - The company focused on its core business, resulting in steady growth in production and sales across various segments, enhanced by economies of scale and optimized product structure [1] - The overseas production capacity in the aluminum alloy wheel segment has been progressively released, with operations in Thailand and Mexico contributing to increased global supply capacity [1] Group 3: Market Dynamics - The lithium hexafluorophosphate business benefited from a market price recovery and the introduction of strategic investors, leading to improved capacity utilization and order volume, achieving profitability since November [1] - The company is actively optimizing its product structure and customer matrix, promoting the application of new materials and products in emerging markets to support profitability growth [1]

Core Viewpoint - Lichong Group (300428.SZ) reported a significant increase in revenue and net profit for the fiscal year 2025, indicating strong operational performance and strategic growth initiatives [1] Financial Performance - The company achieved a total operating revenue of 32.139 billion yuan, representing a year-on-year growth of 17.96% [1] - The net profit attributable to shareholders reached 889 million yuan, marking a 25.75% increase compared to the previous year [1] - Basic earnings per share stood at 1.39 yuan [1] Business Operations - The company focused on its core business, resulting in steady growth in production volume and revenue across various business segments [1] - The increase in high-value-added products contributed to improved profitability, supported by scale effects and product structure optimization [1] Global Expansion - Lichong Group continued to enhance its global supply chain, with the aluminum alloy wheel segment's overseas production capacity being effectively utilized [1] - The operational bases in Thailand and Mexico have been launched in an orderly manner, significantly boosting global supply capabilities [1] - Steady sales growth from high-end customers has effectively supported the company's performance [1] Lithium Hexafluorophosphate Business - The lithium hexafluorophosphate segment benefited from a market price recovery and the introduction of strategic investors, leading to increased capacity utilization and order volume [1] - The business has turned profitable since November, indicating a positive trend in profitability [1] Product and Market Development - The company is actively optimizing its product structure and customer matrix, promoting the application of new materials and products in emerging markets [1] - These initiatives are laying a solid foundation for enhancing profitability [1]

Core Viewpoint - Lichong Group reported a significant increase in both revenue and net profit for the fiscal year 2025, indicating strong financial performance and growth potential [1] Financial Performance - The total operating revenue for the period reached 32.139 billion yuan, representing a year-on-year growth of 17.96% [1] - The net profit attributable to shareholders of the listed company was 889 million yuan, which is a year-on-year increase of 25.75% [1] - The basic earnings per share stood at 1.39 yuan [1]

Core Viewpoint - Lichong Group (300428.SZ) reported a significant increase in revenue and net profit for the fiscal year 2025, indicating strong operational performance and strategic growth initiatives [1] Financial Performance - The company achieved a total revenue of 32.139 billion yuan, representing a year-on-year growth of 17.96% [1] - The net profit attributable to shareholders reached 889 million yuan, marking a 25.75% increase compared to the previous year [1] - Basic earnings per share stood at 1.39 yuan [1] Business Operations - The company focused on its core business, resulting in steady growth in production volume and revenue across various segments [1] - The increase in high-value-added products contributed to improved profitability [1] Global Expansion - Lichong Group continued to enhance its global supply chain, with the aluminum alloy wheel segment's overseas production capacity being effectively utilized [1] - Operations in Thailand and Mexico are progressing smoothly, significantly boosting global supply capabilities [1] - Sales to high-end customers have been steadily increasing, supporting overall performance growth [1] Lithium Hexafluorophosphate Business - The lithium hexafluorophosphate segment benefited from a market price recovery and the introduction of strategic investors [1] - Capacity utilization and order volume have been steadily increasing, with the segment achieving profitability since November [1] Product and Market Development - The company is actively optimizing its product structure and customer matrix [1] - There is a focus on expanding the application of new materials and products in emerging markets, laying a foundation for enhanced profitability [1]