| 证券代码：301268 | 证券简称：铭利达 | 公告编号：2025-092 | | --- | --- | --- | | 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 关于公司控股股东部分股份解除质押的公告 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。 深圳市铭利达精密技术股份有限公司（以下简称"公司"）于2025年10月15 日收到公司控股股东深圳市达磊投资发展有限责任公司（以下简称"达磊投资"） 的通知，获悉达磊投资与深圳市中小担小额贷款有限公司（以下简称"深圳中小 担"）就其持有的公司部分股份办理了解除质押手续，现将具体事项公告如下： 一、股东股份质押的基本情况 | 股东名称 | 是否为控股股东 | 本次解除质 | 占其所持 | 占公司总 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 或第一大股东及 | 押股份数量 | 股份比例 | 股本比例 | 质押起始日 | 质押解除日 | 质权人 | | | 其一致行动人 | （股） ...

Core Viewpoint - Minglida's stock has shown a significant increase of 37.76% year-to-date, despite a recent decline in the last five trading days, indicating volatility in its performance [1][2]. Financial Performance - For the first half of 2025, Minglida achieved a revenue of 1.526 billion yuan, representing a year-on-year growth of 37.95% [2]. - The company reported a net profit attributable to shareholders of -31.7354 million yuan, which is a 67.31% increase compared to the previous period [2]. Stock Market Activity - As of October 15, Minglida's stock price was 22.84 yuan per share, with a market capitalization of 9.145 billion yuan [1]. - The stock experienced a trading volume of 21.4687 million yuan and a turnover rate of 0.52% on the same day [1]. - The company has appeared on the "龙虎榜" (a stock market leaderboard) once this year, with the last appearance on March 10 [1]. Shareholder Information - As of September 30, the number of shareholders for Minglida was 12,600, a decrease of 6.28% from the previous period [2]. - The average number of circulating shares per shareholder increased by 6.70% to 14,320 shares [2]. Dividend Distribution - Since its A-share listing, Minglida has distributed a total of 240 million yuan in dividends, with 200 million yuan distributed over the last three years [3]. Business Overview - Minglida, established on July 27, 2004, specializes in the design, research and development, production, and sales of precision structural components and molds [1]. - The company's main revenue sources include precision die-casting structural components (50.77%), profile stamping structural components (27.02%), and precision injection molding structural components (20.72%) [1].

Group 1 - The core point of the article is that Minglida (SZ 301268) announced the release of a significant number of shares from lock-up, which will impact its stock liquidity and market dynamics [1] - A total of 5 shareholders will have their lock-up shares released, amounting to 189,847,440 shares, which represents 47.41% of the company's total share capital [1] - Among the released shares, 81,905,000 shares are pledged, meaning that the actual number of shares that will be available for trading is 107,942,440 shares, accounting for 26.96% of the total share capital [1] Group 2 - The release of the lock-up shares is scheduled for October 16, 2025, which may influence investor sentiment and stock performance leading up to that date [1] - For the fiscal year 2024, Minglida's revenue composition is as follows: Automotive sector contributes 56.06%, Photovoltaic sector 29.22%, Security sector 11.53%, Consumer Electronics 1.78%, and Other businesses 0.96% [1] - As of the report, Minglida's market capitalization stands at 9.3 billion yuan [1]

| 证券代码：301268 | 证券简称：铭利达 | 公告编号：2025-091 | | --- | --- | --- | | 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 关于公司部分首次公开发行前已发行股份上市流通 的提示性公告 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。 特别提示： 行人民币普通股（A股）股票40,010,000股，于2022年4月7日在深圳证券交易所 上市交易。 公司首次公开发行前总股本为360,000,000股，首次公开发行后总股本为 400,010,000股，其中无限售条件流通股票数量为33,805,621股，占发行后总股 本的比例为8.45%，有限售条件的股份为366,204,379股，占发行后总股本的比例 为91.55%。 2022年10月10日,公司首次公开发行网下配售限售股上市流通，股份数量为 2,203,379股，占公司总股本的比例为0.55%。该批次限售股解除限售后，公司股 本 结 构 发 生 变 化 。 具 体 内 容 详 见 公 司 于 2022 年 9 月 28 ...

国泰海通证券股份有限公司 关于深圳市铭利达精密技术股份有限公司 部分首次公开发行前已发行股份上市流通的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐人"）作为深 圳市铭利达精密技术股份有限公司（以下简称"铭利达"或"公司"）首次公开 发行股票并在创业板上市及持续督导的保荐人，根据《证券发行上市保荐业务管 理办法》《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律 监管指引第 2 号——创业板上市公司规范运作》《深圳证券交易所上市公司自律 监管指引第 13 号——保荐业务》等法律法规的相关规定，对铭利达部分首次公 开发行前已发行股份上市流通事项进行了核查，核查情况及核查意见如下: 一、首次公开发行前已发行股份概况 经中国证券监督管理委员会《关于同意深圳市铭利达精密技术股份有限公司 首次公开发行股票注册的批复》（证监许可〔2022〕377 号）同意注册，并经深 圳证券交易所《关于深圳市铭利达精密技术股份有限公司人民币普通股股票在创 业板上市的通知》（深证上〔2022〕332 号）同意，公司首次向社会公众公开发 行人民币普通股（A 股）股票 40,010,000 股，于 2022 年 ...

| 证券代码：301268 | 证券简称：铭利达 | 公告编号：2025-090 | | --- | --- | --- | | 债券代码：123215 | 债券简称：铭利转债 | | 2）本公告中的总股本以2025年10月9日中国证券登记结算有限责任公司深圳分公司登记的总 股本为计算基准，下同。 2、股东股份累计质押情况 深圳市铭利达精密技术股份有限公司 关于公司控股股东部分股份质押的公告 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。 深圳市铭利达精密技术股份有限公司（以下简称"公司"）于2025年10月10 日收到公司控股股东深圳市达磊投资发展有限责任公司（以下简称"达磊投资"） 的通知，获悉达磊投资与深圳市中小担小额贷款有限公司（以下简称"深圳中小 担"）就其持有的公司部分股份办理了质押手续，具体事项如下： 一、股东股份质押的基本情况 | | 是否为控 | | 占其 | 占公 | 是否为 | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

| 证券代码：301268 | 证券简称：铭利达 | 公告编号：2025-089 | | --- | --- | --- | | 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 2025 年第三季度可转换公司债券转股情况的公告 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。 特别提示： 1、"铭利转债"（债券代码：123215）转股期限为2024年2月19日至2029 年8月2日；最新的转股价格为19.20元/股； 2、2025年第三季度，共有0张"铭利转债"完成转股（票面金额共计人民币 0.00元），合计转成0股"铭利达"股票（证券代码：301268）； 3、截至2025年9月30日，公司剩余可转换公司债券张数为8,555,462张,剩余 可转换公司债券票面总额为人民币855,546,200.00元。 根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自 律监管指引第15号——可转换公司债券》的有关规定，深圳市铭利达精密技术股 份有限公司（以下简称"铭利达"或"公司"）现将2025年第三季度可转 ...

Core Viewpoint - On October 9, a total of 11 listed companies had their restricted shares unlocked, with a total market value of approximately 24.303 billion yuan [1] Summary by Category Restricted Share Unlocking - The companies involved in the unlocking of restricted shares include: - Guo Xin Health (000503) with 1.6798 million shares from equity incentive restrictions - Kang Yuan Pharmaceutical (600557) with 315,500 shares from equity incentive restrictions - Sen Te Co., Ltd. (603098) with 270,000 shares from equity incentive restrictions - San Ren Xing (605168) with 165,300 shares from equity incentive restrictions - Hai Liang Data (603138) with 5.6629 million shares from equity incentive restrictions - Tian Yi Medical (301097) with 40.6 million shares from extended lock-up period - Ming Li Da (301268) with 19 million shares from extended lock-up period - Heng Yu Xintong (300965) with 3.51045 million shares from extended lock-up period - Pu Yuan Jing Dian (688337) with 11.8 million shares unlocked - Zhong Fu Shen Ying (688295) with 29.8 million shares unlocked - Chang Guang Hua Xin (688048) with 7.007 million shares unlocked [1]

Core Viewpoint - Minglida (301268.SZ) reported a significant increase in revenue for the first half of 2025, but still faced net losses, indicating ongoing financial challenges despite growth in sales [1][2]. Financial Performance Summary - The company achieved operating revenue of 1.53 billion yuan in the first half of 2025, representing a year-on-year increase of 37.95% [1][2]. - The net profit attributable to shareholders was -32 million yuan, an improvement from -97 million yuan in the same period last year, marking a 67.31% reduction in losses [1][2]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was -45 million yuan, compared to -104 million yuan in the previous year, reflecting a 56.44% decrease in losses [1][2]. - The net cash flow from operating activities was -188 million yuan, an improvement from -252 million yuan year-on-year, showing a 25.36% reduction in cash outflow [1][2]. 2024 Financial Overview - In 2024, the company reported operating revenue of 2.56 billion yuan, a decline of 37.12% compared to 2023 [3]. - The net profit attributable to shareholders was -469 million yuan, a significant drop from a profit of 320 million yuan in the previous year, indicating a 246.85% increase in losses [3]. - The net profit after deducting non-recurring gains and losses was -479 million yuan, down from a profit of 284 million yuan, reflecting a 268.38% increase in losses [3]. - The net cash flow from operating activities was -720 million yuan, a drastic decline from a positive cash flow of 79 million yuan in 2023 [3]. Fundraising and Investment Projects - Minglida raised a total of 1.14 billion yuan through its initial public offering, with a net amount of 1.04 billion yuan after expenses, exceeding the original plan by 261 million yuan [4][5]. - The funds were intended for projects including lightweight aluminum-magnesium alloy precision structural components and plastic parts manufacturing, research and development center construction, and working capital [4]. - In 2023, the company announced a convertible bond issuance of 1 billion yuan, with plans to invest in precision structural component production bases and key components for new energy vehicles [4].

Industry Overview - The automotive die-casting industry involves the use of die-casting technology to produce metal components for vehicles, utilizing materials such as aluminum, zinc, and magnesium [1][11] - The industry's growth is driven by the rapid rise of the automotive sector, particularly in electric vehicles, with increasing demand for lightweight and energy-efficient components [1][11] - China's automotive die-casting market is projected to grow from 18.988 billion yuan in 2017 to 26.429 billion yuan in 2024, with a compound annual growth rate (CAGR) of 4.84% [1][12] Industry Development History - The industry has evolved through three main phases: the initial phase from 1953 to 1981, the startup phase from 1982 to 2006, and the rapid development phase from 2007 to present [4][5] - The current phase is characterized by significant advancements in technology and production capabilities, with a focus on high-performance and high-precision die-casting products [4][11] Policy Support - Recent government policies have emphasized the importance of the die-casting industry, promoting advanced casting techniques and green manufacturing practices [6] - The National Development and Reform Commission issued guidelines to encourage the use of lightweight alloys and automation in die-casting processes [6] Industry Chain - The die-casting industry supply chain includes upstream raw materials (aluminum, magnesium, iron, zinc) and equipment (die-casting machines), with the manufacturing process occurring in the midstream and automotive manufacturing in the downstream [4][7] Market Trends - The industry is moving towards precision, customization, lightweighting, and green manufacturing as key trends [14][15][17][18] - Precision die-casting is increasingly important to meet the stringent requirements of automotive components, while customization allows for tailored solutions to meet diverse client needs [14][15] - Lightweight materials are being adopted to enhance fuel efficiency and performance, particularly in electric vehicles [17] - Environmental sustainability is becoming a core focus, with efforts to reduce carbon footprints through the use of recycled materials and cleaner production methods [18] Key Companies - Major players in the automotive die-casting industry include Top Group, Guangdong Hongtu, Aikodi, and BYD, which are expanding their capabilities in both traditional and new energy vehicle sectors [2][12] - Guangdong Hongtu's die-casting business has gained global recognition, focusing on lightweight aluminum products and comprehensive solutions for automotive manufacturers [12][13]