Core Insights - Lichung Group has made significant progress in the solid-state battery sector by obtaining a patent for the preparation of lithium sulfide, which lays a solid foundation for future expansion in this business area [1] - Lithium sulfide is a key raw material for synthetic sulfide solid electrolytes, directly influencing the purity and performance of the electrolytes [1] Company Overview - Founded in 1984, Lichung Group was listed on the Shenzhen Stock Exchange's Growth Enterprise Market in 2015 [1] - The company specializes in three main business areas: functional intermediate alloy new materials, recycled cast aluminum alloy materials, and aluminum alloy wheel products, establishing a complete industrial chain [1] - Lichung Group has invested in the lithium battery new materials project to enhance its upstream and downstream supply chain advantages and ensure the quality and supply of key raw materials [1] Product Development - The company's lithium battery-related products primarily include lithium hexafluorophosphate, which can be applied in semi-solid electrolyte fields [2] - Lichung Group is actively advancing customer certification for lithium hexafluorophosphate products while simultaneously pursuing market development and production capacity [2]

格隆汇9月11日丨立中集团(300428.SZ)在互动平台表示，公司目前锂电池相关产品主要为六氟磷酸锂。 公司积极加大电池材料的研发创新以及固态电池领域的战略布局，近期获得了制备硫化理的发明专利， 硫化锂作为合成硫化物固态电解质的关键原料，直接决定电解质的纯度与性能，硫化锂的研发成功将为 公司后续开拓固态电池业务领域奠定基础。 ...

Group 1 - The core viewpoint of the article is that Lichung Group (300428.SZ) is actively promoting its lithium hexafluorophosphate products for application in semi-solid electrolyte fields [1] - The company is currently working on customer certification, market expansion, and production of lithium hexafluorophosphate products [1]

Group 1 - The stock of Lichong Group increased by 10.80%, closing at 23.70 yuan on September 10 [1] - A large transaction occurred involving 200,000 shares, with a total transaction amount of 3.636 million yuan [1] - The first transaction price was 18.18 yuan for 200,000 shares, resulting in a premium rate of -23.29% [1] Group 2 - In the last three months, Lichong Group has recorded a total of four large transactions, with a cumulative transaction amount of 13.8812 million yuan [1] - Over the past five trading days, the stock has risen by 16.01%, with a net inflow of main funds totaling 2.3511 million yuan [1]

Market Performance - As of September 10, the sodium-ion battery concept index fell by 1.11%, ranking among the top declines in concept sectors, with leading companies like Lingpai Technology, Wenkang New Energy, and Weike Technology experiencing significant drops [1] - In contrast, 30 stocks within the sector saw price increases, with Lichong Group, Yunnan Energy Investment, and Daoshi Technology leading the gains at 10.80%, 10.00%, and 6.87% respectively [1] Capital Flow - The sodium-ion battery sector experienced a net outflow of 4.784 billion yuan, with 93 stocks seeing net outflows, and 15 stocks exceeding 100 million yuan in outflows [1] - CATL led the outflows with a net withdrawal of 927 million yuan, followed by Yiwei Lithium Energy, Guoxuan High-Tech, and Tianji Shares with outflows of 547 million yuan, 518 million yuan, and 480 million yuan respectively [1] Notable Stocks - The top stocks with significant net inflows included Xian Dao Intelligent, Daoshi Technology, and Nandu Power, with inflows of 693 million yuan, 310 million yuan, and 206 million yuan respectively [1] - The sodium-ion battery concept outflow leaderboard featured CATL, Yiwei Lithium Energy, and Guoxuan High-Tech, with respective declines of 1.24%, 2.88%, and 1.50% [2]

届时公司董事长、总裁臧永兴先生，公司副总裁兼董事会秘书李志国先生， 财务总监杨国勇先生将在线就公司治理、发展战略、经营状况、融资计划、股权 激励、可持续发展等投资者所关心的问题，与投资者深入交流，欢迎广大投资者 踊跃参与! | 证券代码：300428 | 证券简称：立中集团 | 公告编号：2025-062 号 | | --- | --- | --- | | 债券代码：123212 | 债券简称：立中转债 | | 立中四通轻合金集团股份有限公司 关于参加 2025 年河北辖区上市公司投资者网上集体接待日 暨 2025 年半年报集体业绩说明会的公告 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。 为进一步加强与投资者的互动交流，立中四通轻合金集团股份有限公司(以 下简称"公司")将参加由河北证监局、河北上市公司协会与深圳市全景网络有 限公司联合举办的"2025 年河北辖区上市公司投资者网上集体接待日暨 2025 年 半年报集体业绩说明会活动"，现将相关事项公告如下: 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 (http://rs.p5w.ne ...

Group 1 - The core viewpoint of the news is that Lichong Group's stock has seen a significant increase of 5.02%, reaching a price of 20.92 CNY per share, with a trading volume of 266 million CNY and a turnover rate of 2.32%, resulting in a total market capitalization of 13.378 billion CNY [1] - Lichong Group, established on July 28, 1998, and listed on March 19, 2015, is primarily engaged in the research, production, and sales of lightweight aluminum alloy wheels, functional intermediate alloy new materials, and cast aluminum alloys [1] - The company's main business revenue composition includes: 54.50% from cast aluminum alloys, 33.23% from aluminum alloy wheels, 7.81% from intermediate alloys, and 4.46% from other sources [1] Group 2 - Among the top ten circulating shareholders of Lichong Group, a fund under Southern Fund has increased its holdings in the Southern CSI 1000 ETF (512100) by 467,700 shares in the second quarter, bringing its total holdings to 2.362 million shares, which accounts for 0.42% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY, and has achieved a year-to-date return of 19.41%, ranking 1812 out of 4222 in its category, and a one-year return of 56.23%, ranking 1257 out of 3795 [2]

Core Viewpoint - The company, Lichung Group (300428.SZ), has indicated that several of its products can be directly or indirectly applied in the battery sector, highlighting its involvement in the renewable energy market [1] Group 1 - The aluminum-based functional intermediate alloy products produced by the company have been successfully applied in the manufacturing of new energy battery foils [1] - The products are characterized by uniform and stable composition, as well as low impurity content, which can effectively enhance the mechanical strength and performance of battery foils [1]

Core Viewpoint - The company aims to enhance its profitability and sales revenue by leveraging its industrial chain advantages, focusing on core businesses, and expanding into emerging industries, particularly in the fields of new energy vehicles and humanoid robots [1]. Group 1: Profitability Strategies - The company plans to utilize its industrial chain synergy to deepen its global layout and strengthen strategic partnerships with clients to boost sales and profitability [1]. - In the casting aluminum alloy segment, the company is advancing the application of integrated die-casting heat treatment-free alloys in new energy vehicles and humanoid robots, which opens up new avenues for profit growth [1]. - The aluminum alloy wheel segment will enhance international competitiveness and profitability by improving its international sales network and overseas production capacity [1]. - The intermediate alloy segment will focus on high-end material demands in new energy vehicles, deepening collaborations with key clients, and increasing the market share of high-value-added products [1]. Group 2: Overseas Production Capacity - The company has established production bases in Thailand and Mexico, with the recent addition of a third factory in Thailand, which will have a capacity of 8 million cast aluminum alloy wheels and 180,000 forged aluminum wheels, making it the largest aluminum alloy production base in Southeast Asia [2]. - The Mexican facility is projected to produce 3.6 million ultra-lightweight aluminum alloy wheels annually, with phase one already operational and phase two expected to be completed by Q3 2025. The facility benefits from "zero tariffs" on exports to the U.S. under the USMCA, enhancing order acquisition and profitability [2]. Group 3: High-End Aluminum Alloy Wheel Business - The company is actively expanding its production capacity for forged and cast aluminum alloy wheels in Thailand and Mexico, aiming for over 1 million forged aluminum alloy wheels and over 10 million cast aluminum alloy wheels globally upon project completion [3]. - The company is recognized by high-end clients due to its leading technology and full industrial chain manufacturing advantages, which improve production efficiency, quality, and reduce costs and carbon emissions [3]. Group 4: Emerging Market Business Layout - The company is accelerating its layout in emerging markets and upgrading its product structure, focusing on new energy vehicles and humanoid robots, and promoting the application of new aluminum alloy materials [4]. - The company is scaling up the production of heat treatment-free alloys in the one-piece die-casting sector for new energy vehicles, and validating high-strength, high-yield heat treatment-free die-casting aluminum alloys for use in robot joints and drone structural components [4]. - The company is also advancing the use of recycled low-carbon A356 alloys, which replace 75% of electrolytic aluminum with scrap aluminum, in automotive parts production [4]. Group 5: "Aluminum for Copper" Related Products - The company has developed a series of high thermal conductivity and high electrical conductivity aluminum alloy materials for electric motor rotors in new energy vehicles [5]. - Aluminum-zirconium and other aluminum-based functional intermediate alloys are utilized in the production of electrical aluminum rods for power cables, providing critical performance support for the "aluminum for copper" initiative [5].

Group 1: Profitability and Business Strategy - The company will leverage its industrial chain synergy to maintain and enhance profitability, focusing on core business and global industrial layout [1] - Key materials for growth include low-carbon A356 and high-strength casting aluminum alloys for applications in new energy vehicles and robotics [1][2] - The company aims to increase market share in high-performance intermediate alloys for sectors like aerospace and deep-sea economy [2] Group 2: Overseas Production Capacity - The company has established production bases in Thailand and Mexico, with a total capacity of 8 million cast aluminum wheels and 180,000 forged aluminum wheels in Thailand [3] - The Mexican facility is projected to produce 360,000 ultra-lightweight aluminum wheels annually, with phase one already operational [3] - The USMCA agreement allows products from the Mexican plant to enter the US market with zero tariffs, enhancing competitiveness [3] Group 3: High-End Aluminum Wheel Business - The company focuses on low-carbon green manufacturing and ultra-lightweight development in the high-end aluminum wheel sector [4][5] - Post-project completion, the company will have a global supply capacity exceeding 1 million forged and 10 million cast aluminum wheels [5] - Advanced manufacturing techniques have significantly improved production efficiency and reduced costs [5] Group 4: Emerging Market Developments - The company is accelerating its market presence in new sectors such as new energy vehicles and semiconductor applications [6] - New materials like low-carbon A356 and high-conductivity aluminum alloys are being rapidly adopted in various applications [6][8] - The company is also developing high-strength casting aluminum alloys for robotics, aiming to replace traditional materials [7][9] Group 5: Product Innovations - The company has developed high-conductivity aluminum alloys that can replace copper in electric motor rotors, reducing weight and costs [9][10] - New aluminum-based functional alloys are being utilized in power cable production, enhancing electrical performance [10]