Core Viewpoint - Lichung Group (300428) forecasts a net profit attributable to shareholders of 830 million to 870 million yuan for the year 2025, representing a year-on-year growth of 17.38% to 23.04% [1] Group 1: Profit Growth Drivers - The increase in profit is primarily due to steady growth in production and sales across various business segments [1] - The aluminum alloy wheel segment's overseas capacity expansion is progressively operational, with facilities in Thailand and Mexico enhancing global supply capabilities and increasing sales to high-end customers [1] - The lithium hexafluorophosphate business benefits from market price recovery and the introduction of strategic investors, leading to improved capacity utilization and order volume [1] - Continuous optimization of product structure and customer matrix, along with active promotion of new materials and products in emerging markets such as new energy vehicles, humanoid robots, aerospace, and semiconductors, lays a foundation for enhanced profitability [1]

每经AI快讯，1月5日，立中集团公告称，立中集团发布2025年度业绩预告，预计归属于上市公司股东 的净利润为8.30亿元~8.70亿元，比上年同期增长17.38%~23.04%。报告期内，公司聚焦主营业务，深化 全球产业链布局，提升高附加值产品占比。业绩增长主要得益于各业务板块产销量上升，海外产能释 放，六氟磷酸锂业务扭亏为盈，以及新材料在新能源汽车、人形机器人等新兴领域应用拓展。 ...

Core Viewpoint - The company, Lichung Group, forecasts a net profit of 830 million to 870 million yuan for the year 2025, representing a year-on-year growth of 17.38% to 23.04% [1] Group 1: Financial Performance - The net profit attributable to shareholders, excluding non-recurring gains and losses, is expected to be between 750 million to 790 million yuan, with a year-on-year increase of 23.42% to 30.00% [1] - The company anticipates total sales revenue of approximately 32 billion yuan for the year, with steady growth in production and sales across various business segments [2] Group 2: Business Growth Drivers - The aluminum alloy wheel segment is projected to sell 23.4 million units, while the recycled casting aluminum alloy segment is expected to reach 1.26 million tons, and the functional intermediate alloy segment is estimated at 120,000 tons [2] - The overseas production capacity in Thailand and Mexico is being effectively utilized, enhancing global supply capabilities and supporting sales growth from high-end customers [2] - The lithium hexafluorophosphate business has turned profitable since November, benefiting from market price recovery and increased capacity utilization [2] - The company is actively optimizing its product structure and customer matrix, focusing on new materials and products in emerging markets such as new energy vehicles, humanoid robots, aerospace, and semiconductors [2]

Core Viewpoint - Lichung Group (300428.SZ) forecasts a net profit of 830 million to 870 million yuan for the year 2025, representing a year-on-year growth of 17.38% to 23.04% [1] Group 1: Financial Performance - The net profit attributable to shareholders, excluding non-recurring gains and losses, is expected to be between 750 million and 790 million yuan, with a year-on-year increase of 23.42% to 30.00% [1] - The company anticipates total sales revenue of approximately 32 billion yuan for the year, driven by steady growth in production and sales across various business segments [2] Group 2: Business Growth Drivers - The aluminum alloy wheel segment is projected to sell 23.4 million units, while the recycled casting aluminum alloy segment is expected to reach 1.26 million tons, and the functional intermediate alloy segment is estimated at 120,000 tons [2] - The overseas production capacity in the aluminum alloy wheel segment is being effectively utilized, with operations in Thailand and Mexico enhancing global supply capabilities [2] - The lithium hexafluorophosphate business has turned profitable since November, benefiting from market price recovery and increased capacity utilization [2] Group 3: Strategic Focus - The company is focusing on its core business and enhancing its global industrial chain layout, particularly in new materials and products for emerging markets [1] - Continuous optimization of product structure and customer matrix is being pursued, with applications in new energy vehicles, humanoid robots, aerospace, and semiconductors [2]

证券代码：300428 证券简称：立中集团 公告编号：2026-001 号 立中四通轻合金集团股份有限公司 2025 年年度业绩预告 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、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 单位：万元 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司股东的净 利润 | 盈利 83,000.00-87,000.00 | 盈利：70,711.57 | | | 比上年同期增长：17.38%-23.04% | | | 归属于上市公司股东的扣 除非经常性损益的净利润 | 盈利：75,000.00-79,000.00 | 盈利：60,767.93 | | | 比上年同期增长：23.42%-30.00% | | 计变更影响后的增幅区间为 45.14%-52.13%。 公司利润增长的主要原因：（1）公司各业务板块产销量稳步提升，其中铝 合金车轮板块销量预计 2,340 万只、再生铸造铝合金板块销量预计 126 万吨、功 能中间合 ...

Core Viewpoint - The company is actively engaging with domestic and international clients in the humanoid robot sector and is accelerating product validation and collaboration efforts [2] Group 1: Humanoid Robotics - The company is focusing on the humanoid robot field and is working to establish connections with clients both domestically and internationally [2] - There is an emphasis on accelerating product validation and the implementation of collaborations in this sector [2] Group 2: Aerospace Materials - The company is expanding the application scenarios of high-end materials in the commercial aerospace sector [2] - Relevant materials have been indirectly used in the manufacturing of critical components for aircraft, rockets, and spacecraft [2] Group 3: Global Supply Chain - The company has established a global production capacity through its overseas factories in Thailand and Mexico, enabling regional supply capabilities [2] - This setup allows the company to efficiently respond to global customer demands, including those from the Americas [2] - The international expansion of emerging businesses is supported by this robust supply chain [2]

Core Viewpoint - Lichung Group (300428.SZ) announced the renewal of the "Joint Action Agreement" among the Zang family members and its controlling shareholder, Tianjin Dong'an Brothers Co., Ltd., to maintain consistent decision-making and stability in the company's actual control [1] Group 1: Shareholder Agreements - The Zang family, including natural shareholders and indirect shareholders, has agreed to act in concert regarding their shareholder rights in Lichung Group and Tianjin Dong'an [1] - The renewal of the agreements was made to ensure the stability of the company's actual control and decision-making processes [1] - The total number of shares and the shareholding ratio held by the Zang family in Lichung Group remain unchanged after the renewal [1]

证券代码：300428 证券简称：立中集团 公告编号：2025-128 号 立中四通轻合金集团股份有限公司 关于公司控股股东、实际控制人续签一致行动人协议的公告 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。 立中四通轻合金集团股份有限公司（以下简称"公司"或"立中集团"）近 日收到实际控制人臧氏家族（公司自然人股东臧永兴、臧永建、臧永奕、臧永和、 臧娜、臧亚坤、臧洁爱欣、臧立国、刘霞、陈庆会与间接股东臧立根、臧立中均 为臧氏家族成员）和控股股东天津东安兄弟有限公司（以下简称"天津东安"， 其实际控制人为臧氏家族）的通知。鉴于部分股东委托授权管理的股份即将到期 或发生变动，为了维护公司实际控制权的稳定，保持公司重大事项决策的一致性， 臧氏家族各方自愿就其在行使立中集团和天津东安股东权利方面保持一致行动， 各方经友好协商于 2025 年 12 月 30 日续签了《立中四通轻合金集团股份有限公司 一致行动协议》和《天津东安兄弟有限公司一致行动协议》，股东臧洁爱欣续签 了《关于授权管理股份的委托书》，本次续签后，臧氏家族合计持有立中集团的 股份数量及持股比例均未发生 ...

Core Viewpoint - Lichong Group has signed a share purchase agreement to acquire 20% of MQP International, increasing its stake from 70% to 90%, thereby enhancing control over the subsidiary [1] Group 1: Company Acquisition Details - The acquisition cost is approximately £2.23 million (around RMB 21.14 million) [1] - This transaction is part of a phased execution of a sell option agreement signed in 2016, allowing Lichong Group to acquire the remaining 30% of MQP International under specific conditions [1] - After this acquisition, the remaining 10% of MQP International will still be held by the original shareholders [1] Group 2: MQP International Overview - MQP International, established in 2016 and registered in the UK, specializes in the research, testing, and global sales of aluminum-based functional intermediate alloys [2] - The company reported a revenue of RMB 71.09 million and a net profit of RMB 10.47 million for the period from January to September 2025, with a net asset size of RMB 42.57 million [2] Group 3: Strategic Implications - The acquisition is viewed as a critical step in Lichong Group's globalization strategy, complementing MQP International's technological advantages with Lichong's manufacturing capabilities [2] - The demand for lightweight materials in high-end manufacturing sectors, such as new energy vehicles and aerospace, is expected to grow, presenting a significant market opportunity for aluminum-based intermediate alloys [2] - By increasing its stake in MQP International, Lichong Group aims to enhance management efficiency, optimize global layout, and improve overall profitability and risk resilience [3] Group 4: Expert Opinions - Experts suggest that Lichong Group's increased stake will strengthen its control over MQP International and enhance its competitiveness in the high-end materials sector [3] - The phased acquisition approach is seen as a way to maintain financial stability while deepening international collaboration [3] - Attention should be given to the transfer of the remaining 10% stake and the control of patents and brand ownership to secure technological advantages [4]

Key Points - Guizhou Moutai's controlling shareholder, Moutai Group, has completed a share buyback plan, acquiring 2,071,359 shares for a total of 3 billion yuan, increasing its stake to 56.63% of the total share capital [1] - Juneyao Airlines plans to purchase 25 Airbus A320 series aircraft for a total of 4.1 billion USD, with deliveries scheduled between 2028 and 2032 [1] - ST Panda is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [1] - Huali Co. has terminated its plan to acquire a 51% stake in Zhongke Huilian due to a lack of consensus on key transaction terms [1][2] - China Duty Free Group's subsidiary has signed a contract for a duty-free project at Beijing Capital International Airport, covering an area of 10,646.74 m², with a guaranteed operating fee of 480.27 million yuan in the first year [3] - Haisheng Pharmaceutical's invested company has initiated Phase II clinical trials for NWRD06, a novel RNA drug targeting GPC3 for liver cancer, marking a significant milestone in cancer treatment [3] - WISCO Development is planning to acquire stakes in WISCO Mining and Luzhong Mining through asset swaps and cash payments, leading to a temporary suspension of its stock [4] - Yonghui Supermarket intends to publicly sell a 28.095% stake in its subsidiary Yonghui Cloud Gold Technology [5] - Shanxi Expressway plans to acquire a 15% stake in Shanxi Transportation Industry Development Group for 74.8 million yuan [5] - China Energy Construction's subsidiary has won a 6.864 billion yuan ecological comprehensive governance project [5]