证券代码：301196 证券简称：唯科科技 公告编号：2025-008 厦门唯科模塑科技股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 厦门唯科模塑科技股份有限公司（以下简称"公司"）于 2024 年 4 月 21 日召开第二届董事会第十次会议、第二届监事会第九次会议及 2024 年 5 月 14 日召开 2023 年度股东大会，审议通过了《关于使用部分闲置募集资金进行现金 管理的议案》，同意公司在不影响募投项目建设和募集资金使用的情况下，使用 不超过人民币 9 亿元（含）的闲置募集资金进行现金管理，用于购买安全性高、 流动性好的保本型金融产品或结构性存款等理财产品，使用期限为自公司股东大 会审议通过之日起不超过 12 个月（含），在上述额度及期限内可循环滚动使用。 具体内容详见公司于 2024 年 4 月 23 日在巨潮资讯网（www.cninfo.com.cn）披 露的《关于使用部分闲置募集资金进行现金管理的公告》。现将近期使用部分闲 置募集资金进行现金管理的进展情况公告如下： 一、 新增现金管 ...

Investment Rating - The report assigns a "Strong Buy" rating for the company, indicating a predicted increase of over 20% relative to the benchmark index in the next 12 months [4][8]. Core Views - The company is a leading player in the precision injection molding industry, with diversified development driving revenue growth. The main business includes the R&D, design, manufacturing, and sales of precision injection molds, extending into injection parts and health products [3][4]. - In Q1-Q3 of 2024, the company achieved a revenue increase of 45.56% year-on-year to 1.339 billion yuan, with a net profit increase of 62.25% to 177 million yuan, showcasing strong performance [3][4]. - The company has established long-term partnerships with well-known firms such as Aifumei, Bosch, and BorgWarner, enhancing its market presence in the precision injection mold sector [3][4]. Revenue and Profit Forecast - The company is expected to achieve revenues of 1.765 billion, 2.156 billion, and 2.606 billion yuan for the years 2024, 2025, and 2026, respectively, with corresponding net profits of 259 million, 290 million, and 346 million yuan [4][8]. - The projected PE ratios for the years 2024, 2025, and 2026 are 27, 24, and 20 times, respectively [4][8]. Business Segments - Health Products: Expected revenue growth rates of 40%, 15%, and 15% for 2024-2026, with a stable gross margin of 21% [6]. - Precision Molds: Anticipated revenue growth rates of 15%, 20%, and 20% for the same period, with gross margins of 45%, 43%, and 41% [6]. - Injection Products: Forecasted revenue growth rates of 30%, 28%, and 25%, with gross margins of 32.5%, 33%, and 33% [6]. - Other Segments: Expected to see significant growth with revenue growth rates of 200%, 10%, and 10%, and gross margins of 16%, 18%, and 18% [6]. Market Position and Strategy - The company is actively expanding into the new energy sector, supplying injection parts for electric vehicles and becoming a Tier 1 supplier for major automotive brands [4][3]. - The company is also advancing its research in electronic skin technology, collaborating with global medical brands and developing innovative materials [4][3].

证券代码：301196 证券简称：唯科科技 公告编号：2025-007 厦门唯科模塑科技股份有限公司 关于使用部分闲置自有资金进行现金管理的进展公告 厦门唯科模塑科技股份有限公司（以下简称"公司"）于 2024 年 4 月 21 日召开第二届董事会第十次会议及 2024 年 5 月 14 日召开 2023 年度股东大会， 审议通过了《关于使用部分闲置自有资金进行现金管理的议案》，同意公司使用 不超过人民币 15 亿元（含）的闲置自有资金进行现金管理，用于购买安全性高、 流动性好的金融产品或结构性存款等理财产品，使用期限为自公司股东大会审议 通过之日起不超过 12 个月（含）。在上述额度及决议有效期内，可循环滚动使 用。具体内容详见公司 2024 年 4 月 23 日刊登于巨潮资讯网（www.cninfo.com.cn） 上的《关于使用部分闲置自有资金进行现金管理的公告》。现将近期使用部分闲 置自有资金进行现金管理的情况公告如下： 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、新增现金管理的基本情况 自 2024 年 11 月 4 日至本公告日，公司（含子 ...

证券代码：301196 证券简称：唯科科技 公告编号：2025-006 厦门唯科模塑科技股份有限公司 关于控股子公司在马来西亚购买土地并签订《土地购买协议》的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 注册地：Ground Floor, Wisma Budiman Persiaran Raja Chulan 50200 Kuala Lumpur Wilayah Persekutuan Kuala Lumpur 一、交易概述 1、厦门唯科模塑科技股份有限公司（以下简称"公司"）为了落实、完善 公司国际化战略发展布局，加大市场辐射的深度和广度，同时为了进一步巩固、 提升与东南亚地区客户的合作关系，公司通过控股子公司唯科科技（马来西亚） 私人有限公司（Vork Technologies（Malaysia）SDN.BHD.）（以下简称"马来 西亚唯科"）在马来西亚购买土地并投资建设生产基地。2025 年 3 月 5 日，马 来西亚唯科与 SENAI AIRPORT CITY SDN. BHD.签订《土地购买协议》，使用自 有资金46,209,239林吉特购买 ...

Group 1: Company Overview - Weike Technology specializes in the research, design, manufacturing, and sales of precision injection molds, expanding into injection parts and health product production [2] - The company has developed into a "mold-integration" large-scale production enterprise, providing quality products and services to manufacturing companies in various sectors including automotive and electronics [2] - Since its establishment, Weike has focused on precision injection molds while actively extending its business to downstream products, components, and health small appliances [2] Group 2: Global Expansion - In 2018, Weike established an overseas production base in Germany to align with international standards and began global operations [2] - From 2019 onwards, the company has been building production bases and marketing service networks in Malaysia, Mexico, the USA, Singapore, and Vietnam, further expanding its global footprint [2] Group 3: Technological Innovation - Weike has over 500 patents, including 34 authorized invention patents, and has been recognized as a key enterprise in precision injection molds and a high-tech enterprise [3] - The company is focusing on technological innovation to drive growth and has been awarded various honors, including "National Enterprise Technology Center" and "National Specialized and New 'Little Giant' Enterprise" [3] Group 4: Research and Development - Weike collaborates with companies like DANFOSS to develop self-lubricating PEEK and PPS materials for plastic screw products [3] - The company is working on a bionic robot electronic skin project in partnership with AMBU, developing plastic human skin for laboratory and educational use [3] - Weike has developed samples of in-mold electronic products with flexible printed circuit boards, showcasing significant lightweight effects [3]

Company Overview - Weike Technology specializes in the research, design, manufacturing, and sales of precision injection molds and has expanded into the production and sales of injection parts and health products, becoming a "mold-integration" large-scale production enterprise [2][3] - The company has developed a global operational layout with production bases and marketing service points established in Malaysia, Mexico, the USA, Singapore, and Vietnam since 2019 [3] Technological Innovation - Weike Group holds over 500 patents, including 34 authorized invention patents, and has been recognized as a key backbone enterprise in precision injection molds and a national-level "specialized and innovative" small giant enterprise [3] Product Applications - The company supplies components for robotic joints to global motor companies like Nidec and Kollmorgen, with products made from PET reinforced materials known for their excellent mechanical properties [4] - Collaborations include developing core injection components for AI racing simulators and medical applications, such as plastic human skin for laboratory use [5] Market Growth - In the first three quarters of 2024, revenue growth was notable in the new energy, small home appliances, and outdoor home sectors, with new energy sales rapidly increasing since 2023 [11] - The company aims for a 20% year-on-year increase in net profit for 2025, with a net profit of 177 million yuan reported for the first three quarters of 2024 [11] Financial Position - As of the end of Q3 2024, the company had over 1.4 billion yuan in cash assets, primarily used for low-yield bank investments, while actively seeking suitable acquisition targets in downstream industries [11] Competitive Advantages - The transition from metal to plastic components offers significant advantages, including weight reduction (plastic parts can weigh less than one-fifth of metal parts) and higher processing efficiency [7] - The technical barriers in the robotic motor injection parts sector include mold processing precision and quality control consistency during mass production [8]

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [9]. Core Insights - The company focuses on precision injection molding and has diversified its business to include the production and sales of injection-molded parts and health products, establishing a "molding integration" production scale [4]. - The revenue for the first three quarters of 2024 reached 1.339 billion yuan, a year-on-year increase of 45.56%, while the net profit attributable to shareholders was 177 million yuan, up 62.25% year-on-year [4]. - The gross margin for the first three quarters of 2024 was 28.94%, and the net margin was 13.71%, reflecting a stable revenue growth due to a diversified business model [4]. Revenue Growth from New Energy Products - The new energy sector has become a key driver for revenue growth in 2024, with significant sales of injection-molded parts for electric vehicles and other related products [5]. - The company has become a primary supplier for major new energy vehicle brands, including Tesla and NIO, following the acquisition of Yuke Plastic [5]. - In the first half of 2024, revenue from injection-molded products reached 361 million yuan, a 34.20% increase compared to the same period last year [5]. Supply to Global Motor Giants - The company supplies components for robots, including motor parts and gears, to major global manufacturers like Kollmorgen and Nidec [8]. - Nidec is a comprehensive motor manufacturer with over 300 branches worldwide, while Kollmorgen specializes in motion control systems [8]. Earnings Forecast - The projected revenues for 2024, 2025, and 2026 are 1.645 billion yuan, 2.039 billion yuan, and 2.541 billion yuan, respectively, with corresponding EPS of 1.66 yuan, 2.02 yuan, and 2.44 yuan [9]. - The current stock price corresponds to PE ratios of 25.5, 21.1, and 17.4 for the years 2024, 2025, and 2026, respectively [9].

Investment Rating - The report assigns a "Buy" investment rating for the company, marking its first coverage [9]. Core Insights - The company focuses on precision injection molding and has diversified its business to include the production and sales of injection-molded parts and health products, establishing itself as an integrated manufacturing enterprise [4]. - The revenue for the first three quarters of 2024 reached 1.339 billion yuan, a year-on-year increase of 45.56%, with a net profit of 177 million yuan, up 62.25% year-on-year [4]. - The company has significantly increased its investment in new energy products, which have become a key driver for revenue growth, particularly in supplying components for electric vehicles [5]. - The company has become a primary supplier for major new energy vehicle manufacturers, including Tesla and NIO, following its acquisition of Yuke Plastic [5]. - The company’s injection products generated 361 million yuan in revenue in the first half of 2024, reflecting a 34.20% increase compared to the same period last year [5]. Financial Projections - Revenue projections for 2024, 2025, and 2026 are 1.645 billion yuan, 2.039 billion yuan, and 2.541 billion yuan, respectively, with corresponding EPS of 1.66 yuan, 2.02 yuan, and 2.44 yuan [9]. - The company is expected to maintain a stable revenue growth rate, with a projected growth rate of 22.7% in 2024 and 23.9% in 2025 [11]. - The report anticipates a net profit growth rate of 23.6% in 2024 and 21.1% in 2025 [11].

证券代码：301196 证券简称：唯科科技 公告编号：2025-005 厦门唯科模塑科技股份有限公司 关于 2022 年限制性股票激励计划预留授予部分第一个归属期归属结 果暨股份上市的公告 厦门唯科模塑科技股份有限公司（以下简称"公司"）于 2024 年 12 月 30 日召开第二届董事会第十四次会议、第二届监事会第十三次会议，审议通过《关 于 2022 年限制性股票激励计划预留授予部分第一个归属期归属条件成就的议 案》，董事会认为公司 2022 年限制性股票激励计划预留授予部分第一个归属期 归属条件已经成就，同意按规定为符合条件的 23 名预留授予部分激励对象办理 70,368 股第二类限制性股票归属相关事宜，归属价格为 15.82 元/股。近日，公 司办理了预留授予部分第一个归属期股份登记工作，现将有关事项说明如下： 一、股权激励计划实施情况概要 （一）股权激励计划简介 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 重要内容提示： 1、本次归属的限制性股票上市流通日：2025 年 2 月 7 日（星期五） 2、本次归属的激励对象人数：23 人 3、本次归 ...

厦门唯科模塑科技股份有限公司（以下简称"公司"）于 2024 年 4 月 21 日召开第二届董事会第十次会议、第二届监事会第九次会议及 2024 年 5 月 14 日召开 2023 年度股东大会，审议通过了《关于使用部分闲置募集资金进行现金 管理的议案》，同意公司在不影响募投项目建设和募集资金使用的情况下，使用 不超过人民币 9 亿元（含）的闲置募集资金进行现金管理，用于购买安全性高、 流动性好的保本型金融产品或结构性存款等理财产品，使用期限为自公司股东大 会审议通过之日起不超过 12 个月（含），在上述额度及期限内可循环滚动使用。 具体内容详见公司于 2024 年 4 月 23 日在巨潮资讯网（www.cninfo.com.cn）披 露的《关于使用部分闲置募集资金进行现金管理的公告》。现将近期使用部分闲 置募集资金进行现金管理的进展情况公告如下： 一、 新增现金管理的基本情况 | 序 | 委托方 | 受托方 | 产品名称 | | | 类型 | 金额 | | 起息日 | | | 到期日 | | 预期年化 | | --- | --- | --- | --- | --- | --- | --- | --- | - ...