Group 1 - The core viewpoint of the article is that Lichong Group (300428.SZ) reported a decline in institutional investor holdings in its A-shares as of August 26, 2025, with a total of 7 institutional investors holding 254 million shares, representing 39.78% of the total share capital [1] - The institutional investors include notable entities such as Tianjin Dong'an Brothers Co., Ltd., Japan Metal Corporation, and China Life Insurance Co., Ltd. [1] - Compared to the previous quarter, the total proportion of institutional holdings decreased by 1.06 percentage points [1]

Core Points - The company will not distribute cash dividends, issue bonus shares, or increase capital through reserves for the reporting period [3] - The company has not experienced any changes in its controlling shareholder or actual controller during the reporting period [5][6] - The company has approved a profit distribution plan at the 2024 annual general meeting, distributing cash dividends of 3.37 RMB per 10 shares, totaling approximately 214.60 million RMB [10] - The company has issued convertible bonds, "LZ Convertible Bonds," which are listed on the Shenzhen Stock Exchange, with a conversion period from February 2, 2024, to July 26, 2029 [11] - As of the announcement date, the controlling shareholder and actual controller hold 428,239,655 shares, representing 67.61% of the total shares, with 3,135,900 shares pledged [12] Financial Data - The total share capital of the company has changed to 639,496,790 shares after the profit distribution plan [10] - The number of restricted stocks that have been granted and will be listed is 6,143,794 shares, accounting for approximately 0.97% of the total share capital [8]

Core Viewpoint - The company reported a 15.41% year-on-year increase in revenue for the first half of 2025, driven by the growing demand for aluminum materials in emerging industries such as new energy vehicles and robotics [1] Group 1: Financial Performance - The company achieved a revenue of 14.443 billion yuan in the first half of 2025, with a net profit attributable to shareholders of 401 million yuan, reflecting a 4.97% year-on-year growth [1] - In Q2 2025, the company recorded a net profit of 239 million yuan, marking a 121.66% year-on-year increase and a 47.79% quarter-on-quarter growth [1] Group 2: Business Development - The company is focusing on the rapid development of high-end materials in sectors such as new energy vehicles, aerospace, and humanoid robots to drive its main business [2] - The company is enhancing strategic cooperation with key clients and increasing R&D efforts in high-performance intermediate alloys [2] - The company is expanding its overseas production capacity for high-end aluminum alloy wheels in Thailand and Mexico, aiming for a supply system capable of producing over 1 million forged aluminum wheels and over 10 million cast aluminum wheels [2] Group 3: Emerging Market Expansion - The company is accelerating its layout in emerging markets and upgrading its product structure, focusing on the application of aluminum alloy new materials [3] - The company is scaling up the production of heat-treated aluminum alloys for the new energy vehicle sector and has begun mass application of low-carbon aluminum alloys in automotive components [3] Group 4: Global Supply Chain Strategy - The company is establishing production bases in Thailand and Mexico while setting up sales and service institutions in the US and Brazil to create a robust global business layout [4] - The company is enhancing its overseas supply system and is set to become Southeast Asia's largest aluminum alloy production base with significant production capacity in Thailand [4] - The company is actively participating in the trading of aluminum alloy futures, having become a key player in the industry with the listing of these futures on the Shanghai Futures Exchange [4]

Core Insights - Lichong Group reported a revenue of 14.443 billion yuan for the first half of 2025, representing a year-on-year growth of 15.41% [1] - The net profit attributable to shareholders was 401 million yuan, an increase of 4.97% year-on-year, while the net profit after deducting non-recurring gains and losses was 360 million yuan, up 2.24% year-on-year [1] - The basic earnings per share for the reporting period was 0.63 yuan [1] Financial Performance - The gross profit margin for the first half of 2025 was 9.22%, a decrease of 0.69 percentage points year-on-year, while the net profit margin was 2.81%, down 0.31 percentage points from the same period last year [1] - In Q2 2025, the gross profit margin was 9.61%, showing a year-on-year decline of 0.54 percentage points but an increase of 0.77 percentage points quarter-on-quarter; the net profit margin was 3.32%, up 1.64 percentage points year-on-year and 1.01 percentage points quarter-on-quarter [1] Expense Analysis - Total operating expenses for the first half of 2025 were 935 million yuan, a decrease of 90.6143 million yuan compared to the same period last year, with an expense ratio of 6.47%, down 1.72 percentage points year-on-year [2] - Sales expenses increased by 7.31% year-on-year, management expenses rose by 10.41%, and R&D expenses grew by 6.25%, while financial expenses decreased significantly by 85.67% [2] Company Overview - Lichong Group, established on July 28, 1998, and listed on March 19, 2015, is located in Baoding, Hebei Province, and specializes in the research, production, and sales of lightweight aluminum alloy wheels and functional intermediate alloy new materials [2] - The main business revenue composition includes: 55.78% from cast aluminum alloys, 32.26% from aluminum alloy wheels, 7.67% from intermediate alloys, and 4.29% from other sources [2] - The company belongs to the automotive industry sector, specifically automotive parts, and is associated with concepts such as Tesla, lithium batteries, automotive lightweighting, BYD, and automotive components [2]

智通财经APP讯，立中集团(300428.SZ)发布2025年半年度报告，该公司营业收入为144.43亿元，同比增 长15.41%。归属于上市公司股东的净利润为4.01亿元，同比增长4.97%。归属于上市公司股东的扣除非 经常性损益的净利润为3.6亿元，同比增长2.24%。基本每股收益为0.63元。 ...

格隆汇8月26日丨立中集团(300428.SZ)公布2025年半年度报告，上半年公司实现营业收入144.43亿元， 同比增长15.41%；归属于上市公司股东的净利润4.01亿元，同比增长4.97%；归属于上市公司股东的扣 除非经常性损益的净利润3.595亿元，同比增长2.24%；基本每股收益0.63元。 ...

立中四通轻合金集团股份有限公司 信息披露暂缓与豁免制度 立中四通轻合金集团股份有限公司 信息披露暂缓与豁免制度 第一章 总 则 第一条 为规范立中四通轻合金集团股份有限公司（以下简称"公司"）及其他信 息披露义务人的信息披露暂缓与豁免行为，确保公司依法合规履行信息披露义务， 切实保护公司、股东及投资者的合法权益，根据《中华人民共和国公司法》《中华 人民共和国证券法》《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》《上市公司信息披露暂 缓与豁免管理规定》等法律、行政法规、规范性文件和《立中四通轻合金集团股份 有限公司章程》（以下简称"《公司章程》"）的有关规定，结合公司实际情况，制 定本制度。 第二条 公司和其他信息披露义务人暂缓、豁免披露临时报告，在定期报告、临 时报告中豁免披露中国证券监督管理委员会（以下简称"中国证监会"）及深圳证 券交易所（以下简称"深交所"）其他相关业务规则的规定，办理信息披露暂缓、豁 免业务的，适用本制度。 第三条 公司和其他信息披露义务人应当真实、准确、完整、及时、公平地披露 信息，不得滥用暂缓或者豁免披露规避信息披露 ...

证券代码：300428 证券简称：立中集团 公告编号：2025-060 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 第五届监事会第二十四次会议决议公告 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。 立中四通轻合金集团股份有限公司（以下简称"公司"）第五届监事会第二 十四次会议于2025年8月26日以现场结合通讯方式召开，本次会议已于2025年8 月16日以传真、电子邮件和电话等方式通知全体监事。此次会议应到监事3人， 实到监事3人，公司董事会秘书李志国先生、中原证券股份有限公司保荐代表人 刘军锋和王剑敏先生列席了会议。 此次会议由监事会主席赵清华先生主持，与会监事认真审议后，以现场表决 的方式审议通过了如下议案： 一、审议《关于 2025 年半年度报告及其摘要的议案》 经核查，监事会认为：公司《2025年半年度报告》及《2025年半年度报告摘 要》的编制符合法律、行政法规和中国证监会的有关规定，报告内容真实、准确、 完整地反映了公司的实际情况，不存在任何虚假记载、误导性陈述或重大遗漏。 具体内容详见公司同日在巨潮资讯网（w ...

Group 1 - The report is a continuous supervision tracking report for Lichong Group by Zhongyuan Securities, indicating that the company has complied with relevant regulations and commitments [1][2] - The company has established and effectively executed internal regulations, including those to prevent related party transactions and manage raised funds [1] - There were no significant issues found during the supervision process, and the company has not reported any matters requiring attention [1][2] Group 2 - The company has fulfilled its commitments related to transactions and other relevant promises [2] - There were no training sessions conducted by the sponsor institution during the reporting period [1][2] - The report indicates that there are no major changes in the company's financial status, management, or core technology [1][2]

立中四通轻合金集团股份有限公司 2025 年半年度募集资金存放与使用情况专项报告 立中四通轻合金集团股份有限公司 关于 2025 年半年度募集资金存放与使用情况的专项报告 根据深圳证券交易所发布的《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《深圳证券交易所创业板上市公司自律监管指南第 2 号—— 公告格式》相关格式指引的规定，将立中四通轻合金集团股份有限公司（以下简称"公 司"） 2025 年半年度募集资金存放与使用情况报告如下： 一、募集资金基本情况 （一）2021 年募集配套资金 1、实际募集资金金额、资金到位时间 经中国证监会核发的《关于同意河北四通新型金属材料股份有限公司发行股份购买 资产并募集配套资金注册的批复》（证监许可[2021]879 号文）核准，公司于 2021 年 9 月向特定对象发行人民币普通股（A 股）17,203,107 股，每股发行价格为人民币 18.02 元，募集资金总额为人民币 309,999,988.14 元，扣除发行费用后募集资金净额为人民币 294,031,310.98 元。 2021 年 9 月 8 日，容诚会计师事务所（特殊普通合伙） ...