Group 1 - The core transaction involved Minglida, with a total of 150,000 shares traded on November 10, resulting in a transaction value of 2.9655 million yuan, which accounted for 5.39% of the total trading volume for that day [1][2] - The transaction price was 19.77 yuan per share, reflecting a 1% discount compared to the market closing price of 19.97 yuan [1][2] Group 2 - The buyer of the shares was the Shanghai People's North Road Securities Branch of Everbright Securities, while the seller was an institutional investor [2]

Core Insights - Minglida Technology Co., Ltd. has been recognized as a national manufacturing single champion enterprise for its core product, "precision structural components for photovoltaic inverters," marking its leading position in this niche market both domestically and globally [1][3] - The recognition signifies that Minglida has achieved the highest level in the specific segment of the manufacturing industry, focusing on advanced production technology and a significant global market share [1][3] Group 1: Industry Recognition - The manufacturing single champion enterprises are defined as those occupying a dominant position in specific niche markets, representing the highest level of China's manufacturing sector [1] - Minglida's selection showcases its leading status in the precision structural components for photovoltaic inverters [1] Group 2: Business Expansion and Strategy - Minglida is actively pursuing a globalization strategy to capitalize on the explosive growth opportunities in the new energy vehicle and energy storage markets, while addressing challenges related to localizing global supply chains [2] - The company is expanding its product matrix to include high-growth, high-value emerging business segments, such as energy storage BMS (Battery Management System) enclosures and electric drive housings for new energy vehicles [2] - Data indicates that by the first half of 2025, the global new energy storage installation scale is expected to reach 48.6 GW/120.3 GWh, a year-on-year increase of 35%, with projections to exceed 90 GW/220 GWh for the entire year [2] Group 3: Customer Engagement and Service - Minglida is developing a one-stop service platform to enhance customer loyalty, providing comprehensive manufacturing and service solutions for photovoltaic energy storage systems and new energy vehicle power systems [2] - This platform capability meets complex customer demands for various materials and different forming methods, simplifying procurement and management processes [2] Group 4: Future Outlook - The recognition as a national manufacturing single champion not only affirms the highest level of its products but also enhances Minglida's influence in the global clean energy precision structural components supply chain [3] - The company aims to address the localization of critical components in key areas through technological innovation, global layout, and a diversified product matrix, accelerating its growth in energy storage and new energy vehicle sectors [3]

Group 1 - The company Minglida announced its participation in the "2025 Shenzhen Listed Companies Investor Online Reception Day" [2] - The event is scheduled for November 20, 2025 [2]

Core Insights - Minglida (301268) reported that as of October 31, 2025, the total number of shareholders is 11,924 [1] Company Summary - The company has engaged with investors through an interactive platform, providing transparency regarding shareholder numbers [1]

| 证券代码：301268 | 证券简称：铭利达 | 公告编号：2025-104 | | --- | --- | --- | | 债券代码：123215 | 债券简称：铭利转债 | | 深圳市铭利达精密技术股份有限公司 关于参加 2025 年度深圳辖区上市公司投资者网上集 体接待日活动的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假 记载、误导性陈述或者重大遗漏。 为进一步加强与投资者的互动交流，深圳市铭利达精密技术股份有限公司 （以下简称"公司"）将参加由深圳证监局和中证中小投资者服务中心指导、深 圳上市公司协会与深圳市全景网络有限公司联合举办的"2025年度深圳辖区上市 公司投资者网上集体接待日"活动，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演APP, 参与本次互动交流，活动时间为2025年11月20日（周四）14:30-17:00。届时公 司高管将在信息披露允许的范围内，在线就公司业绩、公司治理、发展战略、经 营状况、融资计划、股权激励和可持续发展等 ...

Core Insights - Minglida, established in July 2004 and listed on the Shenzhen Stock Exchange in April 2022, is a leading company in the precision structural components and mold sector in China, serving primarily Fortune 500 and industry-leading clients [1] Group 1: Financial Performance - For Q3 2025, Minglida reported revenue of 2.366 billion yuan, ranking 11th among 82 companies in the industry, while the industry leader, China International Marine Containers, achieved 117.061 billion yuan [2] - The net profit for the same period was -37.0937 million yuan, placing the company 78th in the industry, with the top performer, Neway Valve, reporting a net profit of 1.126 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, Minglida's debt-to-asset ratio was 71.46%, an increase from 61.09% in the previous year, significantly higher than the industry average of 39.81% [3] - The gross profit margin for Q3 2025 was 10.74%, down from 13.36% year-on-year, and below the industry average of 22.64% [3] Group 3: Management and Shareholder Information - The chairman and general manager, Tao Cheng, received a salary of 480,200 yuan in 2024, a decrease of 905,100 yuan from 2023 [4] - As of September 30, 2025, the number of A-share shareholders decreased by 6.28% to 12,600, while the average number of circulating A-shares held per shareholder increased by 6.70% to 14,300 [5] Group 4: Business Outlook - Tianfeng Securities noted significant recovery in profitability in Q2 2025, driven by the new energy vehicle sector, with revenue and net profit showing improvement [5] - The company is expected to see revenue growth from 3.5 billion yuan in 2025 to 5.2 billion yuan in 2027, with net profits projected to rise from 30 million yuan to 360 million yuan over the same period [5] - Open Source Securities indicated that the company turned a profit in Q2 2025, with a notable increase in revenue from new energy vehicles, photovoltaics, and energy storage [5]

Group 1 - The stock price of Minglida (301268.SZ) fell by 6.61% to 20.21 yuan, indicating it is currently in a state of decline since its IPO [1] - Minglida was listed on the Shenzhen Stock Exchange's ChiNext board on April 7, 2022, with an initial public offering (IPO) of 40.01 million shares at a price of 28.50 yuan per share [1] - The total amount raised from the IPO was 1.14 billion yuan, with a net amount of 1.042 billion yuan, exceeding the original plan by 261 million yuan [1] Group 2 - The company plans to use the funds raised from the IPO for projects including lightweight aluminum-magnesium alloy precision structural parts and plastic parts intelligent manufacturing, research and development center construction, and working capital [1] - The total issuance cost for the IPO was 98.3052 million yuan, with underwriting fees amounting to 69.5498 million yuan [1] Group 3 - On August 21, 2023, Minglida announced the issuance of convertible bonds totaling 1 billion yuan (10 million bonds) at a price of 100 yuan per bond [2] - The net proceeds from the convertible bond issuance will be used for projects including the construction of precision structural parts production bases in Anhui and Jiangxi, as well as for working capital [2] - The total amount raised by Minglida from both the IPO and the convertible bond issuance is 2.14 billion yuan [3]

Group 1 - The core viewpoint of the article is that Minglida (301268.SZ) reported a significant increase in revenue for the first three quarters of 2025, despite incurring a net loss [1] - The company's operating revenue for the first three quarters reached 2.366 billion yuan, representing a year-on-year growth of 25.50% [1] - The net loss attributable to shareholders of the listed company was 37.09 million yuan, with a net loss of 61.13 million yuan after excluding non-recurring gains and losses [1] - The basic loss per share was reported at 0.09 yuan [1]

Core Insights - Minglida (301268.SZ) reported a total revenue of 2.366 billion yuan for Q3 2025, with a net profit attributable to shareholders of -37.09 million yuan, ranking 195th among disclosed peers [1] - The company's operating cash flow was -62.09 million yuan, ranking 180th among disclosed peers [1] Financial Performance - The latest debt-to-asset ratio is 71.46%, ranking 200th among disclosed peers, which is an increase of 0.70 percentage points from the previous quarter and an increase of 10.37 percentage points year-on-year [3] - The latest gross profit margin is 10.74%, ranking 201st among disclosed peers, down by 2.62 percentage points compared to the same period last year [3] - The latest return on equity (ROE) is -2.06%, ranking 188th among disclosed peers [3] - The diluted earnings per share are -0.09 yuan, ranking 194th among disclosed peers [4] Operational Metrics - The total asset turnover ratio is 0.38 times, and the inventory turnover ratio is 1.94 times [5] - The number of shareholders is 12,600, with the top ten shareholders holding 290 million shares, accounting for 72.32% of the total share capital [5] Shareholding Structure - The top shareholders and their respective holdings are as follows: - Shenzhen Dali Investment Development Co., Ltd.: 38.19% - Zhang Chengming: 10.04% - Suqian Saihui Enterprise Management Partnership (Limited Partnership): 6.51% - Shenzhen Hongtu Intelligent Equity Investment Management Co., Ltd.: 3.57% - Lu Pingfang: 2.72% - Zheng Suzhen: 2.44% - Suqian Saiyue Enterprise Management Partnership (Limited Partnership): 2.34% - Tao Hongmei: 2.17% - Tao Meiying: 2.17% - Lu Changjun: 2.17% [5]

Group 1: Company Performance - As of October 20, the number of shareholders for Minglida decreased by 8.20% to 11,600, while the average circulating shares per person increased by 110.78% to 30,183 shares [2] - For the period from January to September 2025, Minglida achieved operating revenue of 2.366 billion yuan, representing a year-on-year growth of 25.50%. However, the net profit attributable to the parent company was -37.09 million yuan, showing a year-on-year increase of 61.40% in losses [2] Group 2: Financing and Trading Activity - On October 29, Minglida's stock price fell by 0.23%, with a trading volume of 40.7083 million yuan. The financing buy-in amount was 2.5515 million yuan, while the financing repayment was 5.2869 million yuan, resulting in a net financing buy-in of -2.7354 million yuan [1] - The total balance of margin trading for Minglida as of October 29 was 65.2464 million yuan, with the financing balance at 64.5431 million yuan, accounting for 0.74% of the circulating market value, which is below the 10% percentile level over the past year [1] - On the same day, Minglida repaid 800 shares of securities lending with no shares sold, resulting in a securities lending balance of 70.33 million yuan, which is above the 80% percentile level over the past year [1] Group 3: Dividend Information - Since its A-share listing, Minglida has distributed a total of 240 million yuan in dividends, with 200 million yuan distributed over the past three years [3]