| 证券代码：300428 | 证券简称：立中集团 | 公告编号：2025-118 号 | | --- | --- | --- | | 债券代码：123212 | 债券简称：立中转债 | | 4、特提醒"立中转债"持有人注意在限期内转股。 立中四通轻合金集团股份有限公司 关于"立中转债"即将停止交易暨赎回前最后一个交易日的 重要提示和控股股东及其一致行动人持股比例被动减少触及 1%整数倍的公告 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。 重要内容提示： 1、最后交易日：2025 年 12 月 11 日 截止 2025 年 12 月 10 日收市后，距离"立中转债"停止交易仅剩 1 个交易日。 2025 年 12 月 11 日为"立中转债"最后一个交易日，当日"立中转债"简称为"Z 中转债"，2025 年 12 月 11 日收市后"立中转债"将停止交易。 2、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， ...

Core Insights - Lichong Group has signed a five-year procurement agreement with Weijing Intelligent Technology for the supply of components for humanoid robots, with a total contract value of 75 million yuan [1] - The agreement includes the supply of six core components, covering critical structural parts of humanoid robots, highlighting Lichong Group's capabilities in high-end aluminum alloy materials and precision processing [1][2] - The partnership is seen as a strategic move to enhance Lichong Group's market presence in the humanoid robot sector and to facilitate the domestic production of key components [2][3] Company Overview - Lichong Group is a leading enterprise in the aluminum alloy new materials and precision processing field, focusing on high-performance aluminum alloys that meet the stringent requirements of humanoid robot components [2] - The company emphasizes its technological accumulation in high-end aluminum alloy research, die-casting, and CNC precision processing, which are crucial for the production of humanoid robot parts [1][2] Industry Trends - The humanoid robot industry is experiencing rapid growth, with a projected global market size of approximately 1.017 billion USD in 2024, expected to reach 15 billion USD by 2030, reflecting a compound annual growth rate of over 56% [3] - The demand for core components, such as structural parts and joint components, is anticipated to grow significantly, with a strong emphasis on domestic production capabilities [3] - The collaboration between Lichong Group and Weijing Intelligent is viewed as a model for traditional material companies to transition into high-tech sectors, enhancing their value and supporting the domestic industrial upgrade [3]

| 证券代码：300428 | 证券简称：立中集团 | 公告编号：2025-117 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 关于提前赎回"立中转债"第十六次提示性公告 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。 特别提示： 1、"立中转债"赎回价格：100.39 元/张（含当期应计利息，当期年利率为 1.00%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任公司 深圳分公司（以下简称"中国结算"）核准的价格为准。 10、本次赎回完成后，"立中转债"将在深圳证券交易所（以下简称"深交 所"）摘牌。债券持有人持有的"立中转债"如存在被质押或被冻结的，建议在 停止转股日前解除质押或冻结，以免出现因无法转股而被赎回的情形。 11、债券持有人若转股，需开通创业板交易权限。投资者不符合创业板股票 适当性管理要求的，不能将所持"立中转债"转换为股票，特提请投资者关注不 能转股的风险。 风险提示：根据安排，截至 2025 年 12 月 16 日收市后仍未转股的 ...

Core Insights - Lichung Group has signed a procurement agreement with Beijing Weijing Intelligent Technology Co., Ltd. to supply components for humanoid robots, marking its entry into the humanoid robot industry [2][3] - The agreement is a framework cooperation for a five-year period, with an expected procurement of 5,000 sets of components valued at approximately 75 million yuan [2] - Weijing Intelligent is a reputable company with no credit issues, ensuring a reliable partnership for Lichung Group [2] Company Strategy - Lichung Group will leverage its expertise in high-end aluminum alloy materials, die-casting, and CNC precision machining to provide complete humanoid robot components and support services [3] - This collaboration is expected to enhance Lichung Group's experience in product design, precision manufacturing, and quality control within the humanoid robot sector [3] - The partnership aligns with the company's long-term development strategy and aims to expand its market share by attracting more robot clients [3]

新京报贝壳财经讯12月8日，立中集团（300428）发布公告称，当天，公司与北京伟景智能科技有限公 司(简称"伟景智能")签署了《人形机器人加工件定点采购协议》，伟景智能因生产经营及人形机器人业 务开展需要，拟长期采购立中集团生产的机器人加工件，包括但不限于人形机器人的六个核心零部件： 大骨架、肩部关节、灵巧手、支撑系统结构件、胸杆前后外壳和AGV壳体。本协议为框架协议，约定 合作期限内伟景智能对立中集团的采购数量为5000套加工件(对应5000台人形机器人所需的全套加工 件)，合作期限为5年。项目期限内，预计的合同金额约为7500万元。 ...

Group 1 - The Central Political Bureau of the Communist Party of China held a meeting to analyze and study economic work for 2026, emphasizing the need for better coordination between domestic economic work and international trade struggles, and the implementation of more proactive macro policies [1] - The meeting proposed eight key "insistences" for economic work, highlighting the importance of expanding domestic demand and optimizing supply [1] - Experts indicated that the demand for economic growth transformation remains strong, and policies need to balance short-term and long-term goals, with domestic demand continuing to play a crucial role in economic recovery [1] Group 2 - The China Securities Regulatory Commission established legislative contact points to enhance market participation in capital market legislation, with six units designated as the first batch of contact points [4] - The International Monetary Fund's Shanghai Center officially opened, aimed at strengthening communication and cooperation with economies in the Asia-Pacific region [6] Group 3 - The National Financial Regulatory Administration emphasized the need for insurance companies to assess the sustainability of their business models as a regulatory focus, highlighting the importance of strategic direction and asset-liability management [8] - The latest data from the China Passenger Car Association indicated that domestic retail sales of new energy passenger vehicles reached 1.32 million units in November, a year-on-year increase of 4.2% [12] - TrendForce projected that global shipments of optical transceivers above 800G will reach nearly 63 million units by 2026, representing a growth rate of 2.6 times from 2025 [13] Group 4 - China Minmetals announced plans to sell assets worth approximately 60.68 billion yuan, including 100% equity of China Metallurgical Real Estate and other subsidiaries to China Minmetals [16] - Agricultural Bank of China approved a cash dividend distribution plan amounting to approximately 41.82 billion yuan, with a per-share cash dividend of 0.1195 yuan [23] - Midea Group completed a share repurchase totaling approximately 10 billion yuan, acquiring about 135 million shares [27]

Group 1 - Trump announced that Nvidia is allowed to export H200 AI chips to "approved customers" in China, with the U.S. requiring a 25% revenue share from sales, applicable to companies like AMD as well [2] - The White House economic advisor Hassett stated that Trump will announce numerous positive economic messages and advocated for continued interest rate cuts by the Federal Reserve, emphasizing that the extent of cuts should depend on data [2] - Trump plans to introduce a "One Rule" executive order to streamline regulations for AI businesses, asserting that companies should not need separate approvals from all 50 states for operations [2] Group 2 - The Dow Jones fell by 0.45%, the Nasdaq decreased by 0.14%, and the S&P 500 dropped by 0.35%, with most large tech stocks declining [3][4] - Notable declines included Tesla down over 3%, Google down over 2%, and Amazon down over 1%, while Nvidia and Microsoft saw gains of over 1% [3][4] - The Nasdaq Golden Dragon China Index rose by 0.08%, with Baidu up over 3% and Xpeng up over 2%, while Netease fell over 2% [3] Group 3 - WTI crude oil futures fell by $1.20, nearly 2%, closing at $58.88 per barrel, while Brent crude oil futures dropped by $1.26, or 1.98%, to $62.49 per barrel [5][7] - Spot gold decreased by 0.13% to $4190.48 per ounce, and spot silver fell by 0.22% to $58.13 per ounce [5][7] Group 4 - OpenAI reported a 143% increase in global paid enterprise users, with over 100,000 companies using its AI products, and employees saving 40 to 60 minutes daily using AI [11] - The technology sector saw an 11-fold increase in AI usage, with rapid growth in international markets like Germany and Japan [11] Group 5 - Paramount announced a hostile takeover bid for Warner Bros. at $30 per share, totaling $108.4 billion, following Netflix's recent agreement to acquire part of Warner's core business [12] - Trump expressed his intention to be involved in the Netflix acquisition decision, citing concerns over market share [12] Group 6 - Apple’s hardware technology senior vice president denied rumors of leaving the company, while the iPhone 17 Pro series saw a price drop, with the Pro model reduced from 8999 yuan to 8699 yuan [13]

Market Overview - The overall market trend remains upward, with most sectors finding support at the 60-day moving average and initiating a rebound [7] - The "spring躁动" (spring excitement) may start earlier in mid to late December, with balanced allocation in growth and cyclical sectors being recommended [7] - A potential "double bottom" formation could provide a good opportunity for accumulation if the market revisits the November 21 position [7] Stock Performance - Major U.S. stock indices closed lower, with the Dow Jones down 0.45%, Nasdaq down 0.14%, and S&P 500 down 0.35% [3] - Notable tech stocks showed mixed performance: Nvidia up 1.7%, Oracle up 1.3%, while Apple down 0.3%, Meta down 1.0%, Amazon down 1.1%, and Google down 2.1% [3] - The Nasdaq Golden Dragon China Index rose 0.08%, with Baidu up 3.5% and JD.com up 0.1%, while Alibaba down 0.1% and NetEase down 2.1% [3] Commodity Prices - International oil prices faced downward pressure, with WTI crude oil down 2.00% at $58.88 per barrel and Brent crude oil down 1.98% at $62.49 per barrel [3] - International gold prices also declined, with COMEX gold futures for December delivery down 0.61% at $4187.20 per ounce [3] Regulatory Developments - The State Administration for Market Regulation in China is establishing a "dual loss control" risk prevention technical system for the electric vehicle industry, aimed at accurately identifying accident causes and improving investigation standards [5] - The system includes national standards for analyzing fire defects in electric vehicles, filling a gap in standardized analysis methods [5] Corporate Actions - China Minmetals plans to sell assets worth approximately 60.68 billion yuan to Minmetals Development and China Minmetals [6] - Midea Group has completed a share repurchase plan worth 10 billion yuan, intending to cancel 1.24% of the company's total share capital [6] - Agricultural Bank of China plans to distribute approximately 38.15 billion yuan in cash dividends for the first half of 2025 [7]

Group 1 - Weidi Co., Ltd. plans to acquire control of Jiuxing Precision Technology, which is expected to constitute a major asset restructuring. The company will pay cash to acquire 51% of the equity from Jiangsu Zhiyue Tiancheng Enterprise Management Co., Ltd. and Jiuxing Precision Technology, aiming to gain at least 51% voting rights [2] - Purun Co., Ltd. intends to purchase 49% equity of high-performance storage company Noah Changtian through issuing shares, convertible bonds, and cash payments. Upon completion, Purun will hold 100% of Noah Changtian, which specializes in high-performance 2D NAND and derivative storage products [3] - ST Yishite is undergoing a significant share transfer, with Jiangjiang Industrial Group acquiring 4.34 billion shares, representing 18.66% of the total share capital, at a price of 5.61 yuan per share, totaling 2.437 billion yuan [5] Group 2 - Midea Group has completed its share repurchase plan, buying back 135 million shares, accounting for 1.76% of the total share capital, with a total expenditure of approximately 10 billion yuan [6] - Jingji Agricultural plans to repurchase shares using self-raised funds, with a total amount between 100 million and 200 million yuan, at a maximum price of 23.7 yuan per share [6] - Helen Zhe intends to repurchase shares with a total amount between 50 million and 100 million yuan, at a maximum price of 7.5 yuan per share [7] Group 3 - Shengda Resources plans to acquire 60% equity of Yichun Jinshi Mining for 500 million yuan, which will become a subsidiary after the transaction [7] - Guangju Energy is participating in the public transfer of an 8% stake in Shenzhen Mawan Power, aiming to increase its holding from 6.42% to 14.42% [8] - Zhongrong Marine plans to invest 2.58 billion yuan in Guangdong Yantian Port for a 20% stake through its wholly-owned subsidiary [15]

Market Performance - The A-share market saw all three major indices rise, with the Shanghai Composite Index increasing by 0.54% to close at 3924.08 points, the Shenzhen Component Index rising by 1.39%, and the ChiNext Index up by 2.6% [1] - The total market turnover reached 2.05 trillion yuan, an increase of over 310 billion yuan compared to the previous trading day, with more than 3400 stocks closing higher, including 78 stocks hitting the daily limit [1] Sector Performance - The optical packaging sector led the gains, with stocks like Dongtian Micro and Zhishang Technology hitting the daily limit of 20% [1] - Other sectors that saw gains included F5G concepts, optical fiber concepts, and high-speed copper cable connections, while coal mining and processing, Tianjin Free Trade Zone, and glyphosate concepts were among the worst performers [1] Historical Highs - A total of 49 stocks reached historical closing highs, with significant representation from the electronics, machinery, and communications sectors, which had 14, 8, and 6 stocks respectively [2] - The average increase for stocks reaching historical highs was 7.42%, with notable performers including Ruikeda, Dongtian Micro, and Zhishang Technology, all of which saw a 20% increase [2] Institutional Ratings - Six stocks received buy ratings from institutions today, including BYD, High Energy Environment, and Reader Media [4] - The average increase for stocks with buy ratings was 0.39%, underperforming the Shanghai Composite Index, with Honghe Technology hitting the daily limit [4] Net Buying and Selling - In the top stocks by net buying, 14 stocks saw net purchases exceeding 10 million yuan, with Xue Ren Group leading at 1.82 billion yuan, followed by Ruikang Pharmaceutical at 1.4 billion yuan [6] - On the selling side, Guangdong Hongda faced the highest net selling at 2.01 billion yuan, followed by Sun Cable and Lixing Co., both exceeding 89 million yuan [6] Notable Announcements - Weidi Co. plans to acquire control of Jiuxing Precision Technology, which is expected to constitute a major asset restructuring [10] - Tianfu Communication is currently planning to issue H-shares on the Hong Kong Stock Exchange [10] - Midea Group has completed a share buyback plan worth 10 billion yuan, intending to cancel 1.24% of the company's total share capital [10]