关于提前赎回"立中转债"暨即将停止转股的 重要提示性公告 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。 | 债券代码：123212 | 债券简称：立中转债 | | | --- | --- | --- | | 证券代码：300428 | 证券简称：立中集团 | 号 公告编号：2025-121 | 立中四通轻合金集团股份有限公司 重要内容提示： 1、需要债券持有人自行操作转股，不会自动转股。 2、2025 年 12 月 11 日收市后，"立中转债"已停止交易。 3、最后转股日：2025 年 12 月 16 日 2025 年 12 月 12 日至 2025 年 12 月 16 日收市前，持有"立中转债"的投资者 仍可进行转股，2025 年 12 月 16 日收市后，未实施转股的"立中转债"将停止转 股，剩余可转债将按照 100.39 元/张的价格强行赎回。如被强制赎回，投资者可能 面临投资损失。截止 2025 年 12 月 15 日收市后，距离 2025 年 12 月 17 日（赎回 日）仅剩 1 个交易日。 4、债券持有人若转股，需开通创业板交易权限。投资者不符 ...

股票代码：300428 股票简称：立中集团 公告编号：2025-122 号 证券代码：123212 债券简称：立中转债 立中四通轻合金集团股份有限公司 关于注销部分募集资金专项账户的公告 一、募集资金基本情况 根据中国证券监督管理委员会（以下简称"中国证监会"）于 2023 年 7 月 4 日出具的《关于同意立中四通轻合金集团股份有限公司向不特定对象发行可转 换公司债券注册的批复》（证监许可〔2023〕1460 号），立中四通轻合金集团股 份有限公司（以下简称"立中集团"、"公司"）向不特定对象发行 89,980.00 万元可转换为公司 A 股股票的可转换公司债券，每张面值为人民币 100 元，共计 899.80 万张，募集资金总额为 899,800,000.00 元，扣除不含税的发行费用 11,541,028.30 元，实际募集资金净额为人民币 888,258,971.70 元，上述募集 资金已到账。容诚会计师事务所（特殊普通合伙）已于 2023 年 8 月 4 日对公司 募集资金到位情况进行了审验，并出具了《验资报告》（容诚验字[2023]251Z0009 号）。 2023 年 7 月 24 日公司召开第 ...

[Table_Main] 行业研究|工业 证券研究报告 产品技术迭代方面，优必选斩获 AI 大模型公司超 0.5 亿人形机器人 订单，产品以全球首款自主换电的工业人形机器人 Walker S2 为主， 将在今年内完成交付；智元机器人实现 5000 台量产规模，预计明年将 至万台；迦智科技与浙江人形机器人创新中心联合发布两款轮臂人形 机器人。 工业行业周报、月报 2025 年 12 月 15 日 [Table_Title] 智元机器人实现 5000 台量产规模， 众擎机器人完成 A1+轮与 A2 轮融资 [Table_Summary] 报告要点： 周度行情回顾 2025 年 12 月 7 日至 12 月 12 日，人形机器人概念指数下跌 0.19%， 相较沪深 300 指数跑输 0.11pct；年初至今累计涨跌幅来看，人形机 器人概念指数上涨 67.40%，相较沪深 300 指数跑赢 47.49pct。 A 股人形机器人指数（iFinD 概念）相关个股中，超捷股份周涨幅 最大（+39.03%），睿能科技周跌幅最大（-13.78%)。 周度热点回顾 政策端，12 月 11 日，北京人形机器人创新中心发布全国首个全 ...

Investment Rating - The report maintains a "Buy" rating for several companies in the non-ferrous metals sector, including Shandong Gold, Zijin Mining, and others [3][6]. Core Views - The report highlights that the Federal Reserve's interest rate cut and balance sheet expansion are favorable for precious metals, with expectations of further rate cuts in 2026 [1][35]. - For industrial metals, the report notes that copper inventories are increasing in the U.S., while non-U.S. regions face supply tightness, which could lead to a short squeeze [2]. - The aluminum market is supported by positive macroeconomic policies and low inventory levels, leading to a strong price floor [2]. - Nickel prices are expected to remain low due to seasonal demand weakness [2]. - Lithium prices are experiencing fluctuations due to supply disruptions, while cobalt supply is set to increase with the resumption of exports from the Democratic Republic of Congo [2]. Summary by Sections Precious Metals - The Federal Reserve's recent actions are expected to boost liquidity and support precious metal prices [1][35]. - The market anticipates two rate cuts in 2026, which could influence precious metal investments positively [1][35]. Industrial Metals - **Copper**: U.S. copper inventories are rising, while low inventories in non-U.S. regions raise concerns about supply [2]. - **Aluminum**: The aluminum market is experiencing a strong price support due to positive economic data and low inventory levels [2]. - **Nickel**: Nickel prices are projected to remain low as demand enters a seasonal downturn [2]. Energy Metals - **Lithium**: Prices are fluctuating due to supply disruptions, with recent increases in lithium carbonate prices [2]. - **Cobalt**: The resumption of cobalt exports from the Democratic Republic of Congo is expected to stabilize supply and maintain high price levels [2]. Key Companies to Watch - The report suggests monitoring companies such as Shandong Gold, Zijin Mining, and others for potential investment opportunities [1][2][6].

Investment Rating - The investment rating for the automotive industry is "Positive" (maintained) [1] Core Insights - The automotive industry is focusing on domestic demand and optimizing the "Two New" policies, which are expected to enhance the implementation of vehicle replacement programs [5][13] - The commercial vehicle market has shown significant growth, with heavy truck sales exceeding one million units and a 1.2 times increase in new energy vehicle exports [18] - The passenger car market is experiencing unexpected demand in the high-end luxury segment, with companies like Jianghuai Automobile and Seres recommended for investment [7] Industry News - The Central Economic Work Conference has prioritized domestic demand and the optimization of the "Two New" policies for 2026 [5][13] - Zhongtong Bus held a supply chain strategic partnership conference, emphasizing quality and innovation in their product offerings [14] - Ankai Bus has exported 1,800 units to Saudi Arabia in 2025, marking a significant milestone in Sino-Saudi transportation cooperation [15] - The China Automobile Association has called for compliance with pricing guidelines to prevent irrational competition in the automotive industry [16] Market Performance - The automotive sector outperformed the market with a weekly increase of 0.09%, ranking 9th among A-share industries [6][31] - The passenger vehicle index rose by 0.24%, led by Great Wall Motors and Geely [6][36] - The commercial vehicle index increased by 0.21%, with CIMC Vehicles and Zhongtong Bus leading the gains [6][37] - The automotive parts index saw a slight decline of 0.11%, with Huamao Technology and Yueling Co. leading the gains [6][38] Investment Recommendations - For passenger vehicles, the high-end luxury market is expected to grow, with recommendations for Jianghuai Automobile and Seres, while Geely is identified as a beneficiary [7] - In the automotive parts sector, companies like Desay SV, Zhejiang Xiantong, and Meili Technology are recommended due to their growth potential [7]

Core Viewpoint - The company is actively engaging in the humanoid robot sector, focusing on high-performance aluminum alloy materials and components, and has established a strategic partnership with Weijing Intelligent for a significant procurement agreement [1] Group 1: Company Developments - The company is currently connecting with domestic and international humanoid robot clients to advance its product offerings [1] - A five-year procurement agreement has been signed with Weijing Intelligent for 5,000 sets of humanoid robot components, with a contract value of approximately 75 million yuan [1] - The company plans to provide assembly and supporting services for humanoid robots, facilitating the mass production of these products [1] Group 2: Market Positioning - This collaboration is expected to help the company gain critical experience in product design, precision manufacturing, and quality control within the humanoid robot field [1] - The strategic partnership aims to lay a foundation for expanding the company's customer base and increasing market share in the robotics industry [1]

Core Viewpoint - The company plans to establish Shanghai Lichong Robot Technology Co., Ltd. in the IRIC Intelligent Manufacturing and Robotics International Innovation Center in Jiading District, Shanghai, focusing on the research and development of lightweight materials and components for robots [1] Group 1 - The establishment of the new company is part of the company's strategy to deepen its layout in the robotics industry and promote strategic transformation [1] - The company aims to leverage local industrial park resources to enhance its technological innovation and market responsiveness in the humanoid robot sector [1] - This initiative is expected to lay a foundation for expanding the company's customer resources in robotics, thereby improving its core competitiveness and industry influence [1]

证券日报网讯12月12日，立中集团（300428）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司股东数量为29648户。 ...

Core Viewpoint - The company has developed new materials such as silicon-aluminum alloy and aluminum carbide silicon, which are currently used in aerospace, optics, and integrated electronic packaging, as well as chip packaging. These materials are also applicable for the casing packaging of optical modules in CPO [1] Group 1 - The new materials are utilized in aerospace and optical fields [1] - The materials are suitable for integrated electronic packaging and chip packaging [1] - The company’s products can be applied in the casing packaging of optical modules in CPO [1]

Core Viewpoint - The company has been steadily improving its production capacity utilization and is actively expanding its production capacity in the aluminum alloy wheel and casting aluminum alloy business segments, which will strengthen its leading position in the industry and lay a solid foundation for long-term development [1]. Group 1: Production Capacity and Utilization - The company reported a steady increase in overall production capacity utilization in recent years [1]. - The second phase of the ultra-lightweight aluminum alloy wheel project in Mexico, with a capacity of 1.8 million units, has begun initial production [1]. - The first phase of the planned 500,000 units forged aluminum wheel project, with a capacity of 200,000 units, has entered trial production [1]. Group 2: New Capacity Projects - The third aluminum alloy wheel factory in Thailand, with an annual production capacity of 3 million cast aluminum wheels and 180,000 high-end forged wheels, is expected to commence production next year [1]. - New high-performance aluminum alloy material projects in Chongqing, Huai'an, Changchun, and Thailand are set to be launched between the fourth quarter of this year and next year [1]. - The completion of these new capacities will enhance the company's global capacity layout [1].