Core Insights - The company announced that its subsidiaries, New Thai Wheel Manufacturing Co., Ltd. and Lizhong Mexico S DE RL DE CV, have received project designation notifications from international clients [1][2] - The New Thai Wheel has been designated for a forged aluminum alloy wheel project by a renowned commercial vehicle manufacturer, expected to start mass production in October 2025, with an estimated sales amount of approximately 833 million yuan over a 5-year project lifecycle [1] - Lizhong Mexico has been designated for a low-pressure cast aluminum alloy wheel project by a well-known automotive company, expected to start mass production in September 2027, with an estimated sales amount of around 810 million yuan over a 4-year project lifecycle [1] - The total estimated sales from both projects amount to approximately 1.643 billion yuan, with potential for additional projects utilizing related products in the future [1] Company Positioning - The company positions itself as a "global supplier of new materials and lightweight automotive components," having focused on aluminum alloy and lightweight products for nearly 40 years [2] - It has accumulated rich technology and production experience in the high-end aluminum alloy wheel sector for automotive lightweighting [2] - The recent project designations further demonstrate client recognition of the company's capabilities in the development, design, and quality of high-end forged and cast aluminum alloy wheels, enhancing its global production assurance [2] - This development enriches the company's overseas capacity orders and facilitates further expansion into the global commercial vehicle sector, reinforcing its leading advantage in global strategic layout [2]

Core Viewpoint - The company has received project confirmations for aluminum alloy wheels from two international clients, indicating strong demand and potential revenue growth in the coming years [1] Group 1: Project Details - Subsidiary Xin Tai Wheel and Mexico Lichung have received project confirmations from a renowned commercial vehicle manufacturer (Client 1) for forged aluminum alloy wheels and a well-known automotive company (Client 2) for low-pressure cast aluminum alloy wheels [1] - The Client 1 project is expected to commence mass production in October 2025, with a project lifecycle of 5 years and an estimated sales amount of approximately 833 million yuan [1] - The Client 2 project is anticipated to start mass production in September 2027, with a project lifecycle of 4 years and an estimated sales amount of around 810 million yuan [1] - The total estimated sales revenue from both projects over their respective lifecycles is approximately 1.643 billion yuan [1]

Core Insights - Lichung Group's subsidiary New Thai Wheel Manufacturing Co., Ltd. and Lizhong Mexico S DERL DE CV have received project notifications from two international vehicle manufacturers for aluminum alloy wheel projects [1] Project Details - The project with Client 1 is expected to start mass production in October 2025, with a project lifecycle of 5 years and an estimated sales amount of approximately 833 million yuan [1] - The project with Client 2 is anticipated to begin mass production in September 2027, with a project lifecycle of 4 years and an estimated sales amount of around 810 million yuan [1] - The total estimated sales for both projects over their respective lifecycles is approximately 1.643 billion yuan [1]

Core Viewpoint - The company has received project notifications from two international clients for the production of aluminum alloy wheels, indicating significant future revenue potential from these contracts [1] Group 1: Project Details - Subsidiaries of the company, Xintai Wheel and Mexico Lichung, have received notifications for projects from a renowned commercial vehicle manufacturer (Client 1) and a well-known automotive company (Client 2) [1] - The project with Client 1 is expected to start mass production in October 2025, with a project lifecycle of 5 years and an estimated sales amount of approximately 833 million yuan [1] - The project with Client 2 is anticipated to begin mass production in September 2027, with a project lifecycle of 4 years and an estimated sales amount of around 810 million yuan [1] - The total estimated sales revenue from both projects over their respective lifecycles is approximately 1.643 billion yuan [1]

| 证券代码：300428 | 证券简称：立中集团 | 公告编号：2025-055 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 关于获得客户项目定点的自愿性信息披露公告 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。 重要内容提示： 一、定点通知书概况 公司子公司新泰车轮、墨西哥立中于近日分别收到客户 1、客户 2 铝合金车 轮项目的定点通知。客户 1 锻造铝合金车轮项目预计 2025 年 10 月开始量产，项 立中四通轻合金集团股份有限公司（以下简称"公司"）子公司 NewThai Wheel Manufacturing Co.,Ltd.（以下简称"新泰车轮"）和 Lizhong Mexico S DE RL DE CV（以下简称"墨西哥立中"）于近日分别收到某国际著名商用车辆 制造商（以下简称"客户 1"）锻造铝合金车轮和某国际知名车企（以下简称 "客户 2"）低压铸造铝合金车轮项目的定点通知（限于保密协议，无法披露 其名称，以下简称"客户 1"、"客户 2"） ...

Core Insights - The article provides a comprehensive list of the top 30 publicly listed companies in the die-casting industry in China, highlighting their financial performance, technological advancements, and key clients. Group 1: Company Performance - Guangdong Hongtu reported Q1 2025 revenue of 2.099 billion with a gross margin of 12.58% and holds over 500 patents in aluminum alloy technology, serving clients like Tesla and BYD [1] - Huayang Group achieved Q1 2025 revenue of 1.991 billion and a gross margin of 21.56%, focusing on automotive electronic die-casting and serving clients such as BMW and Mercedes [4] - Ningbo Top Group reported Q1 2025 revenue of 5.768 billion, being a supplier for Tesla's integrated rear cabin [7] - Wencan Co. reported Q1 2025 revenue of 1.27 billion with a gross margin of 13.43%, specializing in integrated die-casting technology [9] - Lichung Group achieved Q1 2025 revenue of 5.967 billion, with a year-on-year growth of 16.49% [16] Group 2: Technological Advancements - Yian Technology is a global leader in liquid metal die-casting, producing over 5 million magnesium alloy parts annually [3] - Shenzhen New Star has developed a high vacuum die-casting process, expecting 1 billion revenue from automotive optical business in 2025 [17] - Meili Xin reported a 60% revenue growth in the photovoltaic sector in 2023, with a global market share of 25% in photovoltaic inverter die-casting [18] Group 3: Client Relationships - Aikodi serves clients including NIO and Bosch, with a 35% increase in net profit in 2023 [6] - Cloud Metal reported a 55% growth in magnesium alloy business in 2023, serving clients like Tesla and BMW [14] - BYD has achieved over 80% self-supply rate for die-casting parts in 2023, with a 30% increase in self-developed equipment capacity [20]

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交星 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-07-29 | 300428 | 立中集团 | 17.64 | 18.20 | 321.05 | 东方证券股份有限 | 中国银河证券股份 | | | | | | | | 公司北京学院路证 | 有限公司北京中关 | | | | | | | | 券营业部 | 村大街证券营业部 | 7月29日，立中集团大宗交易成交18.2万股，成交额321.05万元，占当日总成交额的2.57%，成交价17.64元，较市场收盘价 18.76元折价5.97%。 ...

Summary of Key Points Core Viewpoint - The announcement details the interest payment for the "Li Zhong Convertible Bonds" for the second year, highlighting the interest rates and payment procedures for bondholders [1][4]. Group 1: Bond Details - The "Li Zhong Convertible Bonds" have a total issuance of 8.998 million bonds, with a maturity period from July 27, 2023, to July 26, 2029 [1]. - The interest rates for the bonds are structured as follows: 0.30% for the first year, 0.50% for the second year, 1.00% for the third year, 1.50% for the fourth year, 2.00% for the fifth year, and 2.50% for the sixth year [1][2]. - The second-year interest payment is scheduled for July 28, 2025, with a payment of 5.00 CNY for every 10 bonds held [1][4]. Group 2: Interest Payment Procedures - The interest payment will be made within five trading days after the interest payment date, and bondholders who convert their bonds into shares before the payment date will not receive the interest for that year [3][4]. - The interest payment is subject to a 20% withholding tax, which will be deducted by the payment agency [5]. - The payment will be processed through the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, which will distribute the funds to the designated accounts of bondholders [4][6]. Group 3: Taxation Information - Individual bondholders are required to pay a personal income tax on the interest income at a rate of 20% [5]. - Foreign institutional investors are exempt from corporate income tax and value-added tax on the interest income until December 31, 2025 [5]. Group 4: Contact Information - Investors seeking further information can refer to the full prospectus available on the Giant Tide Information Network or contact the company's Securities Affairs Department at the provided phone number [6].

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。 特别提示： 1、"立中转债"（债券代码：123212）将于 2025 年 7 月 28 日（原付息日 2025 年 7 月 27 日为休息日，顺延至下一交易日）按面值支付第二年利息，每 10 张 "立中转债"（面值 1,000.00 元）利息为 5.00 元（含税）。 2、债券登记日：2025 年 7 月 25 日（星期五）。 | | | 立中四通轻合金集团股份有限公司 关于"立中转债"2025 年付息公告 7、下一付息期起息日及利率：2025 年 7 月 27 日，票面利率为 1.00%。 经中国证券监督管理委员会出具的《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） 同意，立中四通轻合金集团股份有限公司（以下简称"公司"）于 2023 年 7 月 27 日发行了 899.80 万张可转换公司债券。根据《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募集说明书》（以下简称"《募集说明书》"） 及《立中四通轻合金集团股份有限公 ...

| 证券代码：300428 | 证券简称：立中集团 公告编号：2025-053 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 关于接待投资者调研活动的公告 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"）于 2025 年 7 月 2 日 现场接待了机构调研，现将主要情况公告如下: 一、调研情况 1、调研时间：2025 年 7 月 2 日 2、调研形式：现场调研 3、参加调研机构名称及人员：中信证券 陈彦龙；信达证券 徐国铨；天弘基 金 胡东。 4、参会人员：立中集团副总裁、董事会秘书李志国；立中集团证券事务代表 冯禹淇。 二、交流的主要问题及公司回复概要 1、公司的铝合金车轮板块有哪些全球化布局？ 答：公司积极把握铝合金车轮全球发展机遇，在泰国和墨西哥建立了生产基地， 并在美国、巴西、韩国、日本等国家和地区建立了销售服务机构，形成了稳健的全 球业务布局。 近年来，公司持续完善海外供应体系，公司积极把握泰国新能源汽车产业政策 机遇，依托 ...