Group 1 - The company received a project confirmation from a well-known international luxury car manufacturer for aluminum alloy wheels, expected to start mass production in July 2027 with a project lifecycle of 10 years and estimated sales of approximately 5.8 billion yuan [1] - The company has positioned itself as a global supplier of new materials and lightweight automotive components, with nearly 40 years of experience in aluminum alloy and lightweight products [1] - This project confirmation highlights the recognition of the company's capabilities in high-end aluminum alloy wheel product development, design, technical quality, and production assurance, reinforcing its global strategic layout [1] Group 2 - The company reported a revenue of 14.443 billion yuan for the first half of 2025, a year-on-year increase of 15.41%, and a net profit attributable to shareholders of 401 million yuan, up 4.97% year-on-year [2] - In Q2 2025, the company achieved a net profit of 239 million yuan, representing a year-on-year growth of 121.66% and a quarter-on-quarter increase of 47.79% [2] - The company is focusing on the rapid development of high-end materials in emerging industries such as new energy vehicles, aerospace, humanoid robots, and deep-sea economy, enhancing strategic cooperation with key customers and increasing R&D efforts for high-performance intermediate alloys [2]

Core Viewpoint - Lichong Group's subsidiaries have received a project notification for aluminum alloy wheels, expected to start mass production in July 2027, with a projected sales amount of approximately 5.8 billion yuan over a 10-year lifecycle [1] Group 1: Project Details - The aluminum alloy wheel project has a lifecycle of 10 years, with an estimated sales amount of about 5.8 billion yuan [1] - Mass production is anticipated to commence in July 2027 [1] - There is potential for other projects to utilize the same products in the future [1] Group 2: Company Positioning and Expertise - The company positions itself as a global supplier of new materials and lightweight automotive components, focusing on aluminum alloy and lightweight products for nearly 40 years [1] - The company has accumulated rich technology and production experience in the high-end aluminum alloy wheel sector [1] - Receiving the project from an internationally renowned luxury car manufacturer highlights the client's recognition of the company's capabilities in product development, design, quality, and production assurance [1] Group 3: Strategic Implications - This project further consolidates the company's leading advantage in its global strategic layout [1]

Core Viewpoint - The company has received a project notification from a well-known international luxury car manufacturer for aluminum alloy wheels, indicating a significant business opportunity with a projected sales amount of approximately 5.8 billion yuan over the project's lifecycle [1] Group 1 - The project is expected to commence mass production in July 2027 [1] - The project lifecycle is estimated to last for 10 years [1] - The total expected sales amount during the project period is around 5.8 billion yuan [1]

Core Insights - Lichong Group's subsidiary has received a project notification from a well-known international luxury car manufacturer for aluminum alloy wheels [1] - The project is expected to commence mass production in July 2027 and has a lifecycle of 10 years [1] - The estimated sales amount for the project over its lifecycle is approximately 5.8 billion yuan [1]

Core Viewpoint - Lichung Group's subsidiaries have received a project notification from a well-known international luxury car manufacturer for aluminum alloy wheels, expected to positively impact the company's future performance and market share [1] Group 1: Project Details - The aluminum alloy wheel project is set to begin mass production in July 2027 [1] - The project has a lifecycle of 10 years, with an estimated sales amount of approximately 5.8 billion yuan during this period [1] - There is a possibility of utilizing products for other projects in the future [1] Group 2: Impact on Company - The project is anticipated to have a positive effect on the company's overall profitability [1] - The project is expected to enhance the company's market share [1]

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]

格隆汇9月15日丨立中集团(300428.SZ)在互动平台表示，公司研发生产的高导热、高导电材料已用于手 机中板等具有导热、导电功能需求的结构部件上，同时公司生产高端晶粒细化剂等产品作为功能材料用 于高端铝材的生产，可间接应用于手机、平板、笔记本电脑等电子产品的铝合金壳体中。 ...

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]