中原证券股份有限公司关于立中四通轻合金集团股份有限公司 为规范公司募集资金管理，保护投资者权益，公司设立了相关募集资金专项 账户，对募集资金实施专项存储，并与独立财务顾问、存放募集资金的银行签署 了募集资金专户存储监管协议。 二、募集资金使用情况 （一）截至 2025 年 6 月 30 日，公司募集资金使用情况如下： 单位：万元 1 | | | | | 其中自筹资金投入金 额 | 其中募集资金投入金额 | | | | | | | 项目达 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 项目总投 | 截至 2025 | | | | | | | | 到预定 | | | | | | | 序号 | | 项目名称 | | 年 6 月 30 | 年 | 2025 年 | 截至 | 2024 | 募投项目实 | 12 | | 可使用 | | | | | | | | | | 入金额 | 日自筹资 | 日募集资 | 7 ...

立中四通轻合金集团股份有限公司 2025 年半年度报告全文 立中四通轻合金集团股份有限公司 2025 年半年度报告 2025-057 号 2025 年 8 月 1 立中四通轻合金集团股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人臧永兴、主管会计工作负责人杨国勇及会计机构负责人(会计 主管人员)王少琴声明：保证本半年度报告中财务报告的真实、准确、完整。 备查文件目录 所有董事均已出席了审议本次半年报的董事会会议。 公司主要存在的风险具体请见本报告"第三节 管理层讨论与分析"之 "十 公司面临的风险和应对措施"部分的内容描述，敬请广大投资者关注， 并注意投资风险。 本报告中如有涉及未来的计划，经营目标、业绩预测等方面的内容，均 不构成本公司对任何投资者的实质承诺，投资者及相关人士均应对此保持足 够的风险认识，并且应当理解计划、预测与承诺之间的差异，敬请广大的投 资者注意投资风险。 公司计划不派发现金红利，不送红股，不以公积金 ...

Group 1 - The company is actively exploring partnerships with domestic and international robot brands and component suppliers in the robotics field [2] - The company offers various aluminum alloy products suitable for manufacturing robot components, including high-strength, high-yield die-casting aluminum alloys and A356 aluminum alloys [2] - Currently, the company has not yet generated revenue from these initiatives, indicating ongoing development rather than immediate financial returns [2]

立中集团（300428.SZ）8月19日在投资者互动平台表示，公司研发的低导热可钎焊压铸铝合金能够解决 现有的变形铝合金导热率偏高而低导热场合无法适用的问题，以铸代锻，缩短工艺流程，降低制造成 本，且该产品在材料成本和铸造性能方面具有较强的竞争优势，目前已对接汽车热管理系统液冷流道板 上的验证和应用；公司研发的高导热可钎焊压铸铝合金并正在积极拓展储能、算力中心液冷系统领域的 应用，但目前还未实现营业收入，请注意投资风险。 每经AI快讯，有投资者在投资者互动平台提问：公司研发的可钎焊压铸铝合金材料（用于新能源汽车 热管理系统流道板）目前是否已通过特斯拉、比亚迪等主流车企的最终验证，并获得批量订单？若实现 规模化应用，预计该产品2025年将为公司贡献多少营收及净利润？ （文章来源：每日经济新闻） ...

Core Viewpoint - Lichung Group has entered into a strategic cooperation with China Unicom Xiong'an Industrial Internet Co., focusing on the development of innovative joint ventures in the fields of "5G + smart equipment," "AI + smart manufacturing," and "data + smart operations" [1] Group 1 - The signing ceremony took place on August 15, 2025, at the Lichung Research Institute [1] - The collaboration aims to build a "green, low-carbon, intelligent manufacturing new model" [1] - The initiative seeks to promote a leap from traditional manufacturing to intelligent manufacturing within the aluminum alloy industry chain [1]

Group 1 - The company, Lichung Group (300428.SZ), stated on the investor interaction platform that it currently does not possess the relevant technology for Metal Injection Molding (MIM) [1]

金融界消息 截至2025年8月14日收盘，立中集团（300428）报收于18.7元，下跌1.68%，换手率1.6%， 成交量8.91万手，成交金额1.68亿元。 资金流向方面，今日主力资金净流出1007.60万元，占比成交额6.0%。其中，超大单净流出340.56万 元、占成交额2.03%，大单净流出667.04万元、占成交额3.97%，中单净流出流出972.26万元、占成交额 5.79%，小单净流入1979.86万元、占成交额11.79%。 立中集团最新一期业绩显示，截至2025一季报，公司营业总收入71.83亿元、同比增长20.39%，归属净 利润1.62亿元，同比减少40.96%，扣非净利润1.38亿元，同比减少47.62%，流动比率1.329、速动比率 0.972、资产负债率66.78%。 天眼查商业履历信息显示，立中四通轻合金集团股份有限公司，成立于1998年，位于保定市，是一家以 从事有色金属冶炼和压延加工业为主的企业。企业注册资本62601.9737万人民币，实缴资本2139万人民 币。公司法定代表人为臧永兴。 通过天眼查大数据分析，立中四通轻合金集团股份有限公司共对外投资了8家企业，参与招投标 ...

Core Viewpoint - Lichong Group (300428) has shown a mixed performance in its latest financial results, with significant revenue growth but a notable decline in net profit, indicating potential challenges ahead for the company [1]. Financial Performance - As of the first quarter of 2025, Lichong Group reported total revenue of 7.183 billion yuan, representing a year-on-year increase of 20.39% [1]. - The net profit attributable to shareholders was 162 million yuan, a decrease of 40.96% year-on-year [1]. - The company's non-recurring net profit was 138 million yuan, down 47.62% compared to the previous year [1]. - Key financial ratios include a current ratio of 1.329, a quick ratio of 0.972, and a debt-to-asset ratio of 66.78% [1]. Market Activity - On August 12, 2025, Lichong Group's stock closed at 18.85 yuan, down 0.48%, with a turnover rate of 1.32% and a trading volume of 73,600 lots, amounting to a transaction value of 138 million yuan [1]. - The net outflow of main funds was 13.52 million yuan, accounting for 9.78% of the transaction amount, with significant outflows from large and medium orders [1]. Company Background - Lichong Group, officially known as Lichong Sihua Light Alloy Group Co., Ltd., was established in 1998 and is based in Baoding City, primarily engaged in non-ferrous metal smelting and rolling processing [1]. - The company has a registered capital of approximately 6.260 billion yuan and a paid-in capital of 213.9 million yuan [1]. Investment and Intellectual Property - Lichong Group has made investments in 8 enterprises and participated in 68 bidding projects [2]. - The company holds 8 trademark registrations and 154 patents, along with 17 administrative licenses [2].

Core Viewpoint - Lichung Group has secured significant orders for aluminum alloy wheel projects, indicating its strong position in the global automotive supply chain and expected sales of approximately 1.643 billion yuan over the project lifecycle [1][2][3] Group 1: Recent Orders and Financial Impact - The company announced that its subsidiaries, New Thai Wheel and Lizhong Mexico, received project confirmations from international clients, with expected sales of about 833 million yuan and 810 million yuan respectively [2] - Cumulatively, the company has secured project confirmations worth 1.83 billion yuan in 2025, showcasing its competitive edge in the aluminum alloy wheel sector [4] - The new orders are anticipated to positively impact the company's future operating performance and enhance overall profitability and market share [3] Group 2: Company Performance and Growth - Lichung Group has experienced substantial growth over the past decade, with revenue increasing from 746 million yuan in 2015 to 27.25 billion yuan in 2024, and net profit rising from 62.13 million yuan to 707 million yuan [6][7] - The company has maintained a robust growth trajectory, with a revenue increase of over 16% in 2024, driven by its core businesses in functional intermediate alloys, recycled casting aluminum alloys, and aluminum alloy wheels [6][7] - The recycled casting aluminum alloy business has seen explosive growth, contributing 57.6% of total revenue in 2024, with sales reaching 15.696 billion yuan, a year-on-year increase of 25.84% [7] Group 3: Research and Development - The company has consistently increased its R&D investment, totaling 3.233 billion yuan from 2020 to 2024, with a focus on enhancing technological innovation capabilities [7] - As of the end of 2024, Lichung Group holds a total of 964 patents, including 170 invention patents, which supports its industry-leading position [7] - The company has achieved a global first with the mass production of integrated die-casting heat treatment-free alloys, reinforcing its technological foundation for business development [7]

Investment Rating - The industry maintains a "Buy" rating [4] Core Views - The gold market is experiencing disruptions due to tariffs and shadow Fed policies, potentially opening a breakthrough window for gold prices [1] - The long-term bullish trend for gold remains intact amid concerns over global monetary credit, public debt, and geopolitical tensions [1] - The copper processing fee is recovering amid expectations of reduced smelting, while aluminum prices are expected to fluctuate due to domestic and international favorable policies [2] - Lithium prices are rebounding strongly due to ongoing supply disruptions, while silicon prices are expected to remain volatile without significant improvements in the fundamentals [2] Summary by Sections Precious Metals - Gold has been included in the category of imported goods subject to tariffs, leading to a temporary price surge above $3,500 per ounce on COMEX [1] - The U.S. government is expected to clarify that imported gold bars should not be subject to tariffs, which may stabilize the market [1] - The price difference between COMEX gold and London gold has narrowed to $4.9 per ounce as of August 8 [1] Industrial Metals - **Copper**: Global copper inventories increased by 35,400 tons, with significant production increases in China [2] - **Aluminum**: The theoretical operating capacity of China's electrolytic aluminum industry reached 44.05 million tons, with mixed production trends in the aluminum rod industry [2] Energy Metals - **Lithium**: Prices for battery-grade lithium carbonate rose by 8.9% to 75,000 yuan per ton, driven by supply disruptions and increased production [2] - **Silicon**: The average cost of metal silicon is 10,028.9 yuan per ton, with a slight increase in production but overall supply exceeding demand [2] Key Stocks - Recommended stocks include: - Xinyi Silver Tin - Shengda Resources - Zijin Mining - Shandong Gold - Chifeng Jilong Gold Mining - Yintai Gold - Zhaojin Mining [1][2]