证券代码： 四通新材 证券简称：300428 河北四通新型金属材料股份有限公司 投资者关系活动记录表 编号：2019-008 | --- | --- | --- | |----------------|---------------------------------|------------------------------------------------------| | | ■ 特定对象调研 | □ 分析师会议 | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | 类别 | □ 新闻发布会 | □ 路演活动 | | | ■ 现场参观 | | | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 中信建投证券股份有限公司 余海坤 | | | 人员姓名 | | | | 时间 | 2019 年 9 月 16 | 日(周一） | | 地点 | 公司一楼会议室 | | | 上市公司接待人 | | | | 员姓名 | 董事会秘书兼财务总监 李志国 | | | 投资者关系活动 | 1 | 、在汽车行业销量下行的影响下公司如何保持利润增长 | | 主要内容介绍 | 的？未来 ...

证券代码： 四通新材 证券简称：300428 河北四通新型金属材料股份有限公司 投资者关系活动记录表 编号：2021-002 | --- | --- | --- | --- | --- | --- | |-------------------------|-------------------------------------------|-------------------|-------|--------------------------------------------------------|-------| | | | | | | | | | ■ 特定对象调研 | □ 分析师会议 | | | | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | | | | 类别 | □ 新闻发布会 | □ 路演活动 | | | | | | □ 现场参观 | | | | | | | □ 其他 （请文字说明其他活动内容） | | | | | | | 财通证券 研究员 | 李帅华； 铁发股权 | | 高级投资经理 庄宇； | | | | | | | | | | 参与单位名称及 人员姓名 | 浦赢资 ...

证券代码： 立中集团 证券简称：300428 立中四通轻合金集团股份有限公司 投资者关系活动记录表 编号：2021-011 | --- | --- | --- | --- | --- | |-------------------------|--------------------------------------------------------|----------------------------------------------------|-------|-------| | | | | | | | | □ 特定对象调研 | □ 分析师会议 | | | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | | | 类别 | □ 新闻发布会 | □ 路演活动 | | | | | □ 现场参观 | | | | | | ■ 其他 （ 以通讯方式接待了机构调研 | ） | | | | 参与单位名称及 人员姓名 | 华泰证券研究所等 140 | 家机构，具体详见附件 | | | | 时间 | 2021 年 12 月 20 日 | | | | | 地点 | 立中大厦九楼会议室 | | | | ...

证券代码： 立中集团 证券简称：300428 编号：2021-008 | --- | --- | --- | |----------------|----------------------------------------|--------------------------------------------------------| | | | | | | □ 特定对象调研 | □ 分析师会议 | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | 类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | ■ 其他 （ | 以通讯方式接待了机构调研 ） | | 参与单位名称及 | 群益投信 QFII - | 杨哲汉、国信证券-田顺生、长城证券 -刘欢/ | | 人员姓名 | 曾志森 | | | 时间 | 2021 年 11 月 25 日 | | | 地点 | 立中大厦九楼会议室 | | | 上市公司接待人 | 副总裁兼董事会秘书 李志国 | | | 员姓名 | 证券事务代表 冯禹淇 | | | | 1 | 、在碳达峰碳中和背景下，再生铝行业将会得到高速发 | ...

证券代码： 立中集团 证券简称：300428 立中四通轻合金集团股份有限公司 投资者关系活动记录表 编号：2021-007 | --- | --- | --- | --- | --- | --- | |-----------------------|----------------------------------------------------------|----------------------------------------------------|--------------|------------------|--------| | | | | | | | | | □ 特定对象调研 | □ 分析师会议 | | | | | | □ 媒体采访 | □ 业绩说明会 | | | | | 投资者关系活动 类别 | □ 新闻发布会 | □ 路演活动 | | | | | | □ 现场参观 | | | | | | | ■ 其他 （ | 以通讯方式接待了机构调研 ） | | | | | | 长盛基金 - 刘旭、南方天辰 | -李更/ 杨楠森、红塔红土基金-罗薇、 | | | | | | 申万菱信基金- ...

证券代码： 立中集团 证券简称：300428 编号：2021-004 | --- | --- | --- | --- | --- | |-------------------------|--------------------------------------------------------|----------------------------------------------------|-------|-------| | | | | | | | | □ 特定对象调研 | □ 分析师会议 | | | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | | | 类别 | □ 新闻发布会 | □ 路演活动 | | | | | □ 现场参观 | | | | | | ■ 其他 （ | 以通讯方式接待了机构调研 ） | | | | 参与单位名称及 人员姓名 | 南方基金 刘祎 | | | | | 时间 | 2021 年 11 月 1 日( 周一） | | | | | 地点 | 立中大厦九楼会议室 | | | | | | | | | | | 上市公司接待人 | 董事会秘书 李志国 | | ...

证券代码： 立中集团 证券简称：300428 立中四通轻合金集团股份有限公司 投资者关系活动记录表 编号：2022-005 | --- | --- | --- | |-----------------------------|------------------------------------------------|--------------------------------------------------------| | | | | | | □ 特定对象调研 | □ 分析师会议 | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | 类别 | □ 新闻发布会 | □ 路演活动 | | | □ 现场参观 | | | | ■ 其他（ 以通讯方式接待了机构调研 | ） | | 参与单位名称及 人员姓名 | 信达证券等 16 | 家机构，具体详见附件。 | | 时间 | 2022 年 5 月 11 日 | | | 地点 | 立中大厦九楼会议室 | | | 上市公司接待人 | 副总裁兼董事会秘书 李志国 | | | 员姓名 | | | | | 1 、请介绍一下 2021 以及疫情对公司的 ...

证券代码： 立中集团 证券简称：300428 立中四通轻合金集团股份有限公司 投资者关系活动记录表 编号：2022-011 | --- | --- | --- | --- | |-------------------------|------------------------------|-----------------------------|---------------------------------------------------------------------------------------------------------------| | | | | | | | □ 特定对象调研 | □ 分析师会议 | | | 投资者关系活动 | □ 媒体采访 | □ 业绩说明会 | | | 类别 | □ 新闻发布会 | □ 路演活动 | | | | □ 现场参观 | | | | | ■ 其他 （ | 以通讯方式接待了机构调研 ） | | | 参与单位名称及 人员姓名 | 华泰证券等 11 | 家机构，具体详见附件 | | | | | | | | 时间 | 2022 年 5 月 31 日 ...

Group 1: Strategic Cooperation - The company signed a strategic cooperation framework agreement with Wencan Group focusing on heat-free treatment alloys for large integrated automotive components and battery boxes [2] - The collaboration aims to leverage both parties' resources to develop suitable materials for large integrated aluminum castings, with the company responsible for material formulation and Wencan for application process development [2][3] Group 2: Technical Advantages - The company's heat-free treatment alloy exhibits superior mechanical properties, with an elongation rate improved by over 500% compared to traditional die-casting materials, making it suitable for high-strength, high-toughness, and oversized components [3] - The alloy's unique low Mo modification technology reduces Mo content to 1/5-1/7 of international standards, addressing issues of low fluidity and high scrap rates in integrated casting processes [3] - The cost of the company's heat-free treatment alloy is 15%-20% lower than similar foreign products, enhancing its competitiveness in the international market [3] Group 3: Market Position and Performance - The company has established a solid market foundation in the new energy vehicle sector, supplying aluminum alloy wheels to several major manufacturers, including NIO, Li Auto, and Xpeng [4] - In 2021, the company achieved a net profit of 450 million yuan, a year-on-year increase of 4.04%, with the functional intermediate alloy segment seeing a 62.02% profit growth [4][5] - The company faced a net profit decline of 49.87% in 2022 due to external factors but showed signs of recovery in Q4 2021, with a 26% increase in Q1 2022 net profit [5]

Financial Performance - The company's operating revenue for Q3 2022 reached ¥5,928,394,642.16, representing a 33.57% increase year-over-year[7] - Net profit attributable to shareholders for Q3 2022 was ¥122,358,437.73, a significant increase of 99.52% compared to the same period last year[7] - The net profit excluding equity incentive expenses attributable to shareholders was ¥160,752,622.61, reflecting a 162.13% increase year-over-year[7] - The total operating revenue for the current period was ¥15,980,134,439.22, up from ¥13,103,608,686.11 in the previous period[46] - The net profit attributable to the parent company increased to ¥3,323,722,855.50 from ¥2,970,663,296.81 in the previous period[43] - Net profit for the period reached 399,911,407.45, an increase from 359,924,819.48 in the previous period, representing a growth of approximately 11.5%[47] - The company reported a total comprehensive income of 423,649,041.89, compared to 285,956,613.01 in the previous period, showing a significant increase of around 48.3%[50] - Basic earnings per share improved to 0.65 from 0.57, reflecting an increase of approximately 14%[50] Assets and Liabilities - The total assets at the end of Q3 2022 amounted to ¥17,109,765,444.48, which is an 18.94% increase from the end of the previous year[7] - The total liabilities as of September 30, 2022, were ¥11,371,137,778.49, compared to ¥9,101,160,300.87 at the beginning of the year[43] - The company's equity attributable to shareholders reached ¥5,535,618,915.21, an increase from ¥5,067,632,998.85 in the previous period[43] - As of September 30, 2022, total current assets amounted to ¥12,371,959,903.30, an increase from ¥10,435,206,949.79 at the beginning of the year[38] Cash Flow - The net cash flow from operating activities for the year-to-date period was ¥144,692,514.44, reflecting a 121.50% increase compared to the same period last year[7] - Cash flow from operating activities amounted to 16,223,303,534.17, compared to 13,526,709,266.67 in the previous period, representing a growth of about 19.9%[51] - Net cash flow from operating activities was $144.69 million, a significant improvement from a net outflow of $673.12 million in the previous period, indicating a turnaround in operational performance[53] - Cash inflow from financing activities rose to $7.93 billion, up from $5.44 billion, driven by increased borrowings[53] - Net cash flow from financing activities was $1.93 billion, compared to $1.08 billion in the previous year, indicating stronger financing capabilities[53] Research and Development - Research and development expenses increased by 32.14% to approximately ¥463.67 million, reflecting higher revenue and investment in R&D[25] - Research and development expenses increased to 463,668,703.07, up from 350,880,317.27, reflecting a rise of about 32.1%[47] Shareholder Information - The total number of common shareholders at the end of the reporting period is 26,067[28] - Tianjin Dong'an Brothers Co., Ltd. holds 36.95% of shares, totaling 227,971,910 shares[28] - The top five individual shareholders, including Zang Na and Zang Ya Kun, hold between 5.00% to 5.19% of shares each[28] - The company has a family shareholder structure, with several shareholders being members of the Zang family acting in concert[30] - The controlling shareholder and actual controller hold a total of 434,409,110 shares, which is 70.41% of the total shares, with 5,485,900 shares pledged, representing 1.26% of their holdings and 0.89% of the total share capital[37] Strategic Developments - The company has established strategic cooperation with Wencan Group for the development of materials for new energy vehicles, enhancing its market presence[18] - The company plans to enhance the comprehensive performance indicators of its non-heat-treated alloy materials based on market demands for integrated die-casting of super-large castings[19] - The company is focusing on the development of new energy vehicle wheels and lightweight chassis components, leveraging its advantages in recycled aluminum technology[20] - The lithium-sodium battery new materials project is expected to commence production around March 2023, supporting the stable supply of key raw materials for the company[21] Market Performance - The sales volume of high-end grain refining agents reached 9,618 tons in the first nine months of 2022, a year-over-year increase of 127.59%[14] - Revenue from aerospace-grade special intermediate alloy sales was ¥68,624,500, showing a 52.70% increase year-over-year with a sales volume of 277 tons[14] - The aluminum alloy wheel segment saw a significant increase in revenue due to both volume and price adjustments, with a focus on expanding production capacity in Thailand and Mexico[20] Other Financial Metrics - Cash and cash equivalents increased by 30.57% to approximately ¥2.68 billion, attributed to the expansion of production and corresponding increases in inventory and receivables[22] - The company's short-term borrowings rose by 30.74% to approximately ¥6.15 billion, driven by increased working capital needs due to expanded operations[25] - The company's deferred tax assets increased by 45.13% to approximately ¥118.94 million, mainly due to the rise in deductible temporary differences[25] - The company achieved a 168.00% increase in trading financial assets, totaling approximately ¥543.81 million, due to higher investments in financial products[22]