Core Viewpoint - The company has received a project notification from a well-known international luxury car manufacturer for aluminum alloy wheels, indicating recognition of its capabilities in high-end product development and production [1] Group 1: Project Details - The project is expected to commence mass production in July 2027 and has a lifecycle of 10 years [1] - The estimated sales amount over the project lifecycle is approximately 5.8 billion yuan [1] Group 2: Implications - The project notification reflects the client's acknowledgment of the company's design, technical quality, and production assurance capabilities [1] - While the notification is a positive indicator, it does not constitute a final order or sales contract, and actual supply details will depend on formal agreements [1] - The project is anticipated to have a positive impact on the company's future operating performance [1]

| | | 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 合金及铝合金轻量化产品近 40 年，在汽车轻量化高端铝合金车轮领域积累了丰 富的技术和生产经验。本次获得国际知名豪华车企的项目定点，进一步彰显了客 户对公司在高端铝合金车轮产品开发设计、技术质量、生产保障能力的认可，持 续巩固了公司全球化战略布局的领先优势。 2、该项目预计将对公司未来的经营业绩产生积极影响，有利于提升公司整 体盈利能力和市场占有率。 三、风险提示 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 公司子公司天津立中、新泰车轮、东安轻合金于近日收到客户铝合金车轮项 目的定点通知。该项目预计 2027 年 7 月开始量产，项目生命周期 10 年，预计项 目周期内销售金额约 58 亿元。本次定点项目不排除后续其它项目共同使用产品 的可能性。 二、对上市公司的影响 1、公司以"新材料和汽车轻量化零部件全球供应商"为市场定位，深耕铝 立中四通轻合金集团股份有限公司（以下简称"公司"）子公司天津立中车 轮有限公司（以下简称"天津立中"） ...

Group 1: Company Overview and Market Position - The company focuses on new materials, particularly in the fields of new energy vehicles, humanoid robots, low-altitude economy, energy storage, and semiconductors [2][3] - The company has made significant progress in new materials projects, enhancing its competitive strength and opening up broader profit growth opportunities [2][3] Group 2: Product Development and Applications - The company is actively promoting the application of high-strength, heat-treated aluminum alloys in humanoid robots and drones, with ongoing validation in Europe and China [3][5] - The company has developed ultra-high-strength cast aluminum alloys that can replace traditional aluminum alloys, significantly shortening manufacturing processes and reducing costs [3][5] - The company is expanding its strategic layout in solid-state battery materials, having recently obtained a patent for lithium sulfide, which is crucial for solid-state electrolytes [4][5] Group 3: Financial Performance - In the first half of 2025, the company's net profit increased by 62.43% year-on-year, with a second-quarter net profit of 239 million yuan, representing a 121.66% increase [7][10] - The company emphasizes long-term development strategies and has implemented measures to enhance investor relations and transparency [10] Group 4: Production Capacity and Facilities - The company's Mexico factory has an annual production capacity of 3.6 million ultra-lightweight aluminum alloy wheels, with the first phase already operational and the second phase expected to be completed by Q3 2025 [8] - The Mexico facility benefits from regional trade policies, allowing for zero tariffs on exports to the U.S., enhancing its competitiveness in North America [8] Group 5: Market Challenges and Stock Performance - The company has faced challenges with stock price fluctuations, attributed to market sentiment and macroeconomic factors, despite strong financial performance [7][10] - The company reassures investors of its commitment to long-term growth and value creation, focusing on innovation and quality improvement [10]

Core Viewpoint - The company has developed high thermal conductivity and high electrical conductivity materials that are now used in structural components of mobile devices, indicating a strong position in the electronics materials market [1] Group 1: Product Development - The company produces high thermal and electrical conductivity materials for mobile device components, such as mid-plates [1] - The company also manufactures high-end grain refiners as functional materials for high-end aluminum production, which can be indirectly applied to aluminum alloy casings of electronic products like smartphones, tablets, and laptops [1]

Group 1 - The core viewpoint of the news is that Lichong Group's stock has seen a significant increase of 5.59%, reaching a price of 26.26 CNY per share, with a trading volume of 486 million CNY and a turnover rate of 3.46%, resulting in a total market capitalization of 16.793 billion CNY [1] - Lichong Group, established on July 28, 1998, and listed on March 19, 2015, is primarily engaged in the research, production, and sales of lightweight aluminum alloy wheels, functional intermediate alloy new materials, and cast aluminum alloys [1] - The company's main business revenue composition includes: 54.50% from cast aluminum alloys, 33.23% from aluminum alloy wheels, 7.81% from intermediate alloys, and 4.46% from other sources [1] Group 2 - From the perspective of Lichong Group's top ten circulating shareholders, Southern Fund's Southern CSI 1000 ETF (512100) increased its holdings by 467,700 shares in the second quarter, now holding 2.362 million shares, which accounts for 0.42% of the circulating shares [2] - The estimated floating profit from this increase is approximately 3.2832 million CNY [2] - The Southern CSI 1000 ETF (512100), established on September 29, 2016, has a latest scale of 64.953 billion CNY, with a year-to-date return of 25.92% and a one-year return of 67.73% [2]

Core Insights - Lichung Group has made significant progress in the solid-state battery sector by obtaining a patent for the preparation of lithium sulfide, which lays a solid foundation for future expansion in this business area [1] - Lithium sulfide is a key raw material for synthetic sulfide solid electrolytes, directly influencing the purity and performance of the electrolytes [1] Company Overview - Founded in 1984, Lichung Group was listed on the Shenzhen Stock Exchange's Growth Enterprise Market in 2015 [1] - The company specializes in three main business areas: functional intermediate alloy new materials, recycled cast aluminum alloy materials, and aluminum alloy wheel products, establishing a complete industrial chain [1] - Lichung Group has invested in the lithium battery new materials project to enhance its upstream and downstream supply chain advantages and ensure the quality and supply of key raw materials [1] Product Development - The company's lithium battery-related products primarily include lithium hexafluorophosphate, which can be applied in semi-solid electrolyte fields [2] - Lichung Group is actively advancing customer certification for lithium hexafluorophosphate products while simultaneously pursuing market development and production capacity [2]

Core Viewpoint - The company is focusing on the research and development of battery materials and strategic layout in the solid-state battery field, having recently obtained a patent for the preparation of lithium sulfide, which is crucial for solid-state electrolytes [1] Group 1: Company Developments - The company's current lithium battery-related products mainly consist of lithium hexafluorophosphate [1] - The successful development of lithium sulfide will lay the foundation for the company's future expansion into the solid-state battery business [1] Group 2: Industry Trends - The company is actively increasing its R&D innovation in battery materials [1] - The strategic focus on solid-state batteries aligns with industry trends towards higher performance and safety in battery technology [1]

Group 1 - The core viewpoint of the article is that Lichung Group (300428.SZ) is actively promoting its lithium hexafluorophosphate products for application in semi-solid electrolyte fields [1] - The company is currently working on customer certification, market expansion, and production of lithium hexafluorophosphate products [1]

Group 1 - The stock of Lichong Group increased by 10.80%, closing at 23.70 yuan on September 10 [1] - A large transaction occurred involving 200,000 shares, with a total transaction amount of 3.636 million yuan [1] - The first transaction price was 18.18 yuan for 200,000 shares, resulting in a premium rate of -23.29% [1] Group 2 - In the last three months, Lichong Group has recorded a total of four large transactions, with a cumulative transaction amount of 13.8812 million yuan [1] - Over the past five trading days, the stock has risen by 16.01%, with a net inflow of main funds totaling 2.3511 million yuan [1]

Market Performance - As of September 10, the sodium-ion battery concept index fell by 1.11%, ranking among the top declines in concept sectors, with leading companies like Lingpai Technology, Wenkang New Energy, and Weike Technology experiencing significant drops [1] - In contrast, 30 stocks within the sector saw price increases, with Lichong Group, Yunnan Energy Investment, and Daoshi Technology leading the gains at 10.80%, 10.00%, and 6.87% respectively [1] Capital Flow - The sodium-ion battery sector experienced a net outflow of 4.784 billion yuan, with 93 stocks seeing net outflows, and 15 stocks exceeding 100 million yuan in outflows [1] - CATL led the outflows with a net withdrawal of 927 million yuan, followed by Yiwei Lithium Energy, Guoxuan High-Tech, and Tianji Shares with outflows of 547 million yuan, 518 million yuan, and 480 million yuan respectively [1] Notable Stocks - The top stocks with significant net inflows included Xian Dao Intelligent, Daoshi Technology, and Nandu Power, with inflows of 693 million yuan, 310 million yuan, and 206 million yuan respectively [1] - The sodium-ion battery concept outflow leaderboard featured CATL, Yiwei Lithium Energy, and Guoxuan High-Tech, with respective declines of 1.24%, 2.88%, and 1.50% [2]