Group 1 - The core viewpoint of the article highlights that Zhaomin Technology (SZ 301000) is engaging with investors through a scheduled research meeting, indicating a proactive approach to investor relations [1] - Zhaomin Technology's revenue composition for the year 2024 is entirely derived from the rubber and plastic products industry, accounting for 100% of its revenue [1] - As of the report date, Zhaomin Technology has a market capitalization of 11.5 billion yuan [1] Group 2 - The article mentions a significant growth trend in a new type of insurance product, which has seen a 33-fold increase over five years, attracting over 30 insurance companies to enter the market [1]

Group 1: Investor Relations Activities - The company conducted specific object research with various funds and securities firms from July 1 to September 25, 2025, including notable participants like Guotai Fund and UBS Securities [2][3][4][5][6] - A total of 12 specific object research activities were recorded, with the last one occurring on September 25, 2025 [4][5] Group 2: Company Overview and Core Competencies - The company specializes in precision injection molding, which is crucial for producing core functional components for automotive and high-end household appliances [4][5] - Key materials used include engineering plastics such as PA, PPS, and PEEK, which are essential for high-performance applications [4][5] Group 3: Market Strategy and Future Plans - The company aims to expand its market share in the automotive (including new energy vehicles) and high-end household appliance sectors [5][6] - Plans include developing precision components for thermal management modules and three-electric systems in new energy vehicles, with a focus on increasing unit value and market share [5][6] Group 4: New Production Project - The company is progressing on a new project to produce 800 million sets of new energy vehicle components and ultra-precision engineering plastic parts, located in Shanghai Jinshan District [6] - The project covers an area of 109,121.87 square meters and is expected to be completed by 2026, with production timelines dependent on project progress [6]

Group 1 - The core point of the article is that Zhaomin Technology (301000) reported a total of 25,483 shareholders as of September 19, 2025 [1]

Core Viewpoint - The announcement details the shareholding changes of Zhaomin Technology (301000.SZ) due to the reduction of shares by major shareholders Ningbo Baizhao and Ningbo Huazhao, which does not trigger a mandatory takeover and will not change the company's controlling shareholder or actual controller [1][4]. Shareholding Changes - As of March 17, 2025, Ningbo Baizhao, Ningbo Huazhao, and their concerted parties held a total of 145,152,000 shares, accounting for 59.76% of the total share capital [1]. - From March 18 to June 16, 2025, they reduced their holdings by 7,264,560 shares (2.99%), bringing their total holdings to 137,887,440 shares (56.77%) [1]. - On September 8, 2025, they further reduced their holdings by 1,963,400 shares (0.81%), resulting in total holdings of 135,924,040 shares (55.96%) [2]. - Between September 9 and September 16, 2025, they reduced their holdings by an additional 2,341,500 shares (0.96%), bringing their total holdings down to 133,582,540 shares (55.00%) [2]. Financial Impact of Share Reductions - The total amount cashed out by Ningbo Baizhao and Ningbo Huazhao since September is 230 million yuan [3]. - The share reductions from March to June 2025 resulted in cashing out approximately 293 million yuan [4]. - The share price on September 8, 2025, was 53.33 yuan, leading to a cash-out amount of approximately 104.71 million yuan for that day [2]. Company Background - Zhaomin Technology was listed on the Shenzhen Stock Exchange on May 28, 2021, with an initial public offering of 13.33 million shares at a price of 64.31 yuan per share, raising a total of 857 million yuan [4]. - The net proceeds from the fundraising were 782 million yuan, exceeding the original plan by 278 million yuan [4]. - The company focuses on the production of automotive precision injection parts, electronic water pumps, and thermal management modules [4].

Core Viewpoint - Zhaomin Technology's stock price has shown significant growth this year, but recent trading data indicates a slight decline in the short term, suggesting potential volatility in investor sentiment [1][2]. Company Overview - Zhaomin Technology, established on October 27, 2011, and listed on May 28, 2021, specializes in the research, production, and sales of precision injection molded parts and related molds [2]. - The company's revenue composition includes: automotive parts (77.41%), home appliance parts (11.83%), precision molds (7.44%), and other categories (2.98% for miscellaneous and 0.35% for other precision injection parts) [2]. - The company operates within the automotive parts sector and is associated with various concepts including National VI standards, automotive components, energy storage, PEEK materials, and humanoid robots [2]. Financial Performance - For the first half of 2025, Zhaomin Technology reported revenue of 380 million yuan, reflecting a year-on-year growth of 11.54%, while net profit attributable to shareholders decreased by 8.57% to approximately 70.89 million yuan [2]. - The company has distributed a total of 396 million yuan in dividends since its A-share listing, with 252 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Zhaomin Technology had 23,200 shareholders, a decrease of 3.92% from the previous period, with an average of 9,879 circulating shares per shareholder, an increase of 4.09% [2]. - Notable institutional shareholders include Yongying Advanced Manufacturing Mixed Fund and Penghua Carbon Neutrality Theme Mixed Fund, which have increased their holdings [3].

Core Viewpoint - The major shareholders of Zhaomin Technology have reduced their stake in the company from 59.76% to 55.00% through block trades and centralized bidding, which does not change the control of the company [1] Shareholder Changes - The shareholders, including Ningbo Baizhao Enterprise Management Partnership and Ningbo Huazhao Enterprise Management Partnership, along with their concerted action parties, Shanghai Jizhao Industrial Development Co., Ltd. and Shao Xionghui, have cumulatively reduced their holdings by 11.5695 million shares [1] - Following this reduction, the combined shareholding of these shareholders and their concerted action parties decreased from 56.77% to 55.00% [1]

证券代码：301000 证券简称：肇民科技 公告编号：2025-073 上海肇民新材料科技股份有限公司 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、本次权益变动为宁波百肇企业管理合伙企业（有限合伙）（以下简称"宁波百 肇"）及宁波华肇企业管理合伙企业（有限合伙）（以下简称"宁波华肇"）减持公司股 份，不触及要约收购，不会导致公司控股股东及实际控制人发生变化。 2、本次权益变动后，宁波百肇、宁波华肇及其一致行动人持有公司股份总数从 145,152,000股减少至133,582,540股，持股比例由59.76%减少至55.00%，触及5%的整数倍。 3、本次权益变动不会导致公司控股股东、实际控制人发生变化，不会影响公司的治 理结构和持续经营。 关于5%以上股东及其一致行动人股份变动比例触及5%整数倍 暨披露简式权益变动报告书的提示性公告 公司持股5%以上股东宁波百肇企业管理合伙企业（有限合伙）、宁波华肇企业 管理合伙企业（有限合伙）及其一致行动人上海济兆实业发展有限公司、邵雄辉 保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或 重大遗漏。 | 1.基本 ...

上海肇民新材料科技股份有限公司 简式权益变动报告书 上市公司名称：上海肇民新材料科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：肇民科技 股票代码：301000 信息披露义务人一：宁波百肇企业管理合伙企业（有限合伙） 住所、通讯地址：浙江省宁波市江北区慈城镇 股份变动性质：持股比例减少 信息披露义务人二：宁波华肇企业管理合伙企业（有限合伙） 住所、通讯地址：浙江省宁波市江北区慈城镇 股份变动性质：持股比例减少 信息披露义务人三：上海济兆实业发展有限公司 住所、通讯地址：上海市金山区金山卫镇 股份变动性质：不变 信息披露义务人四：邵雄辉 住所、通讯地址：上海市金山区金山卫镇 股份变动性质：不变 签署时间：二〇二五年九月十六日 1 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"证券法" ）、《上市公司收购管理办法》（以下简称"收购办法"）、《公开发行证券 的公司信息披露内容与格式准则第 15 号—权益变动报告书》（以下简称"《准则 15 号》"）及相关的法律、法规和规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人合伙协 ...

Market Performance - The Shanghai Composite Index rose by 0.04% today, with 86 stocks closing at historical highs [1] - Among the tradable A-shares, 3,629 stocks increased in price, accounting for 66.93%, while 1,689 stocks decreased, representing 31.15% [2] Historical Highs - A total of 86 stocks reached historical closing highs today, with 41 from the main board, 35 from the ChiNext board, and 8 from the Sci-Tech Innovation board [2] - The average price increase for stocks that reached historical highs was 6.60%, with notable gainers including Hanwei Technology, Anpeilong, and Yinlun [2] Sector Performance - The mechanical equipment, automotive, and electronics sectors had a significant concentration of stocks reaching historical highs, with 18, 17, and 17 stocks respectively [2] - The highest closing price was recorded by Shenghong Technology at 346.99 yuan, up 5.29% [2] Capital Flow - The total net inflow of main funds into stocks reaching historical highs was 6.738 billion yuan, with 56 stocks experiencing net inflows [3] - Leading stocks in terms of net inflow included Zhongke Shuguang, Sanhua Intelligent Control, and Sunshine Power, with net inflows of 1.636 billion yuan, 1.171 billion yuan, and 574 million yuan respectively [3] Market Capitalization - The average total market capitalization of stocks reaching historical highs was 42.498 billion yuan, with the highest being Haiguang Information at 571.787 billion yuan [3] - Stocks with lower market capitalizations included Hongming Co. and Lvdiaofeng, with total market caps of 2.156 billion yuan and 2.698 billion yuan respectively [3] Stock Performance Overview - A list of stocks that reached historical highs includes Hanwei Technology (64.92 yuan, +20.00%), Anpeilong (180.11 yuan, +20.00%), and Weike Technology (114.35 yuan, +16.21%) [4] - Other notable performers include Runhe Materials (46.65 yuan, +14.76%) and Kaitie Co. (42.00 yuan, +14.75%) [4]

Market Overview - The automotive sector experienced a weekly increase of +1.28%, with the auto parts sub-sector performing the best at +3.54% [1][2] - In comparison, the overall A-share market rose by +1.93%, placing the automotive sector at 17th among 31 primary industries [1][2] - The performance of various automotive sub-sectors included: automotive parts +3.54%, automotive services +3.38%, commercial vehicles +1.27%, motorcycles and others +0.27%, and passenger vehicles -1.99% [1][2] Company Performance - The top five companies in the automotive sector by weekly performance were: Zhongtai Automobile +39.70%, Haowu Shares +30.38%, Zhejiang Rongtai +22.48%, Tianpu Shares +21.00%, and Zhaomin Technology +19.85% [2] - Conversely, the bottom five performers included: Paiter -23.56%, Huayang Racing -20.28%, Huawei Technology -9.91%, Tianming Technology -9.82%, and Yishi Precision -9.73% [2] Sales Data - From September 1 to September 7, the average daily wholesale volume of domestic passenger car manufacturers was 43,900 units, a year-on-year decrease of 5.00%, while the average daily retail volume was 43,500 units, down 10.00% year-on-year [2] - In August, automotive sales reached 2.857 million units, reflecting a month-on-month increase of 10.1% and a year-on-year increase of 16.4% [3] - Cumulatively, from January to August, automotive sales totaled 21.128 million units, with a year-on-year increase of 12.6% [3] Export and Market Trends - In August, traditional fuel vehicle exports were 387,000 units, a month-on-month increase of 10.6% but a year-on-year decrease of 3.5%. In contrast, new energy vehicle exports reached 224,000 units, a year-on-year increase of 100% [4] - The market share of domestic brands in passenger vehicle sales rose to 69.5% in August, up 2.6 percentage points year-on-year [4] Future Outlook - The Ministry of Industry and Information Technology and seven other departments aim for total automotive sales of approximately 32.3 million units by 2025, representing a year-on-year growth of about 3% [5] - The target for new energy vehicle sales is around 15.5 million units, with a year-on-year growth of about 20% [5] Investment Recommendations - Companies involved in intelligent vehicle technology and those with potential for overseas sales are recommended for investment [6] - Suggested automotive manufacturers include Beiqi Blue Valley, Great Wall Motors, China National Heavy Duty Truck Group, and Foton Motor [6] - Recommended auto parts companies include Songyuan Safety, Zhejiang Xiantong, Lingyun Shares, and Yinhong Shares [6]