Group 1 - Minglida (SZ 301268) announced on September 29 that its 40th meeting of the second board of directors was held via communication voting, discussing the proposal for the extension of certain fundraising investment projects [1] - For the year 2024, Minglida's revenue composition is as follows: Automotive accounts for 56.06%, Photovoltaics for 29.22%, Security for 11.53%, Consumer Electronics for 1.78%, and Other businesses for 0.96% [1] - As of the report date, Minglida's market capitalization is 9.2 billion yuan [1] Group 2 - The competition between Nongfu Spring and Yibao has intensified, with Nongfu Spring's green bottle launch leading to a significant decline in Yibao's market share, dropping nearly 5 percentage points [1]

| 证券代码：301268 | 证券简称：铭利达 | 公告编号：2025-086 | | --- | --- | --- | | 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 第二届董事会第四十次会议决议的公告 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。 一、会议的召开和出席情况 保荐人发表了同意的核查意见。 具体内容详见公司同日披露于巨潮资讯网（http://www.cninfo.com.cn）的 《关于部分募集资金投资项目延期的公告》。 表决结果：9票同意，0票反对，0票弃权。 三、备查文件 1、第二届董事会第四十次会议决议； 2、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 分募集资金投资项目延期的核查意见。 特此公告。 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9月19 日以电子邮件的方式向公司全体董事发出了会议通知，并于2025年9月29日以通 讯表决的形式召开本次会议。会议应出席董事9名，实际出席董事9名。本次会议 由公司董事长陶诚先生召集并主持，公司监事及高 ...

一、募集资金投资项目概述 （一）募集资金基本情况 1、首次公开发行募集资金投资项目情况 根据中国证券监督管理委员会（以下简称"中国证监会"）《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），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 首次公开发行人民币普通股（A股）4,001.00万股，每股面值1元，发行价为人 民币28.50元/股，募集资金总额为人民币114,028.50万元，扣除各项发行费用人 民币9,830.52万元，实际募集资金净额为人民币104,197.98万元。2022年3月31 日，上会会计师事务所（特殊普通合伙）已对公司首次公开发行股票的资金到位 情况进行了审验，并出具了《验资报告》（上会师报字[2022]第2747号）。 公司《首次公开发行股票并在创业板上市招股说明书》披露的首次公开发行 股票募集资金投资项目及募集资金使用计划如下： 1 单位：万元 | 序号 | 项目名称 | 预计投资规模 | 预计使用募集 资金 | 实施主体 | | --- ...

一、会议的召开和出席情况 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9月19 日以电子邮件的方式向全体监事发出会议通知，并于2025年9月29日在公司会议 室以现场表决的形式召开会议。本次会议应出席监事3名，实际出席监事3名，董 事会秘书杨德诚先生列席本次会议。本次会议由监事会主席陈娜女士召集并主持。 本次会议的召开符合《中华人民共和国公司法》等有关法律、行政法规、部门规 章、规范性文件和《公司章程》的规定。 | 证券代码：301268 | 证券简称：铭利达 | 公告编号：2025-088 | | --- | --- | --- | | 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 第二届监事会第二十七次会议决议的公告 本公司及监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。 具体内容详见公司同日披露于巨潮资讯网（http://www.cninfo.com.cn）的 《关于部分募集资金投资项目延期的公告》。 表决结果：3票同意，0票反对，0票弃权。 三、备查文件 二、会议审议情况 审议通过了《关于部分募 ...

| 证券代码：301268 | 证券简称：铭利达 | 公告编号：2025-087 | | --- | --- | --- | | 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 关于部分募集资金投资项目延期的公告 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"或"本公司"）于 2025年9月29日召开第二届董事会第四十次会议和第二届监事会第二十七次会议， 审议通过了《关于部分募集资金投资项目延期的议案》。根据《上市公司募集资 金监管规则》《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》等相关规定，本次募投项目调整未改变募集资金投向，不属于募集 资金用途变更的情形，该事项在董事会审批权限范围之内，无需提交股东大会审 议。现将有关事项公告如下： 一、募集资金投资项目概述 （一）募集资金基本情况 1、首次公开发行募集资金投资项目情况 根据中国证券监督管理委员会（以下简称"中国证监会"）《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 ...

深圳市铭利达精密技术股份有限公司 关于公司对外担保的进展公告 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。 特别风险提示： | 证券代码：301268 | 证券简称：铭利达 | 公告编号：2025-085 | | --- | --- | --- | | 债券代码：123215 | 债券简称：铭利转债 | | 截至本公告披露日，公司及控股子公司对外提供担保总额为43.81亿元，占 公司2024年经审计净资产的比例为230.12%。请广大投资者充分关注担保风险。 一、担保情况介绍 深圳市铭利达精密技术股份有限公司（以下简称"公司""铭利达"）于 2025年4月26日召开第二届董事会第三十六次会议、第二届监事会第二十三次会 议，于2025年5月23日召开2024年年度股东大会，审议通过了《关于公司及子公 司申请综合授信并提供担保的议案》，同意公司及子公司向金融机构及其他非金 融机构申请融资不超过人民币60.00亿元（具体融资类型、金额、期限、利率等 以上述机构最终审批为准），公司及各子公司之间提供担保，担保方式为连带责 任保证担保、抵押担保、质押担保等，担保金额 ...

Group 1 - The core viewpoint of the news is that Minglida's stock performance and financing activities indicate a mixed sentiment among investors, with notable fluctuations in trading volume and financing balances [1][2]. - On September 25, Minglida's stock price fell by 1.37%, with a trading volume of 89.32 million yuan. The financing buy-in amount was 6.65 million yuan, while the financing repayment was 4.55 million yuan, resulting in a net financing buy of 2.11 million yuan [1]. - As of September 25, the total financing and securities lending balance for Minglida was 81.51 million yuan, with the financing balance accounting for 1.72% of the circulating market value, indicating a high level compared to the past year [1]. Group 2 - As of August 31, the number of shareholders for Minglida increased to 12,700, representing a growth of 2.74%. The average circulating shares per person decreased by 2.66% to 14,209 shares [2]. - For the first half of 2025, Minglida reported a revenue of 1.526 billion yuan, reflecting a year-on-year growth of 37.95%. However, the net profit attributable to the parent company was a loss of 31.73 million yuan, although this represented a 67.31% increase compared to the previous year [2]. - Since its A-share listing, Minglida has distributed a total of 240 million yuan in dividends [3].

Core Insights - The European electric vehicle (EV) market is experiencing significant growth, with sales in August 2025 reaching 176,000 units, a year-on-year increase of 41.2% and a penetration rate of 31.4%, up by 8.3 percentage points [1][2] - The European Parliament has approved amendments to carbon emission assessments, delaying the tightening of emission targets originally planned for 2025, but the overall trend towards stricter regulations remains unchanged [1] Group 1: Market Performance - In August 2025, battery electric vehicle (BEV) sales reached 114,000 units, a year-on-year increase of 32.3%, while plug-in hybrid electric vehicle (PHEV) sales were 62,000 units, up by 61.5% [2] - Germany saw accelerated growth in electric vehicle sales, with BEV sales of 39,000 units, up 45.7%, and PHEV sales of 24,000 units, up 76.7% [3] - The UK has reintroduced BEV subsidies, with approximately 25% of BEV models qualifying for subsidies as of August, leading to BEV sales of 22,000 units, a 14.9% increase, and PHEV sales of 9,800 units, up 69.4% [4] - France's BEV sales were 17,000 units, a 29.6% increase, despite a general decline in the automotive market, with a penetration rate of 19.4% in August, the highest of the year [5] Group 2: Market Drivers - Spain is promoting electric vehicle adoption through new model launches, promotional activities, and the MOVES III subsidy program, alongside a 15% personal income tax reduction for electric vehicle purchases [6] Group 3: Investment Recommendations - Recommended investments in lithium battery companies include CATL, EVE Energy, and Xinwangda, with beneficiaries such as Innovation Navigation and Guoxuan High-Tech [7] - For lithium materials, recommended companies include Hunan Yueneng, with beneficiaries like Fulian Precision and Wanrun New Energy [7] - Recommendations for electric drive systems include Weimaisi and Fute Technology, with beneficiaries such as Xinrui Technology and Huangshan Gujie [7]

Group 1 - The core viewpoint of the news is that Minglida's stock has experienced fluctuations, with a year-to-date increase of 38% but a recent decline of 4.90% over the last five trading days [1] - As of September 18, Minglida's stock price was 22.88 CNY per share, with a market capitalization of 9.161 billion CNY [1] - The company has seen a net outflow of 4.88 million CNY in principal funds, with significant selling activity [1] Group 2 - For the first half of 2025, Minglida reported a revenue of 1.526 billion CNY, representing a year-on-year growth of 37.95% [2] - The net profit attributable to the parent company for the same period was -31.7354 million CNY, showing a year-on-year increase of 67.31% [2] - The number of shareholders increased by 2.74% to 12,700 as of August 31, while the average circulating shares per person decreased by 2.66% to 14,209 shares [2] Group 3 - Since its A-share listing, Minglida has distributed a total of 240 million CNY in dividends [3] Group 4 - Minglida is primarily engaged in the design, research and development, production, and sales of precision structural components and molds, with its main revenue sources being precision die-casting structural components (50.77%), profile stamping structural components (27.02%), and precision injection molding structural components (20.72%) [1] - The company is classified under the machinery equipment industry, specifically in general equipment and metal products, and is associated with concepts such as photovoltaic glass, Huawei concept, machine vision, liquid cooling concept, and margin trading [1]

每经AI快讯，铭利达（SZ 301268，收盘价：23.83元）发布公告称，2025年9月16日，铭利达接受华福 证券等投资者调研，公司董事、董事会秘书杨德诚等人参与接待，并回答了投资者提出的问题。 每经头条（nbdtoutiao）——海拔4306米现"秦始皇密令"，获官方"身份认定"！古文字学家刘钊：秦人 寻仙采药足迹确至青藏高原 （记者 王晓波） 2024年1至12月份，铭利达的营业收入构成为：汽车占比56.06%，光伏占比29.22%，安防占比11.53%， 消费电子占比1.78%，其他业务占比0.96%。 截至发稿，铭利达市值为95亿元。 ...