Group 1 - The latest stock price of Meilixin is 25.25 yuan, an increase of 1.73% compared to the previous trading day [1] - The opening price for the day was 24.82 yuan, with a highest price of 25.40 yuan and a lowest price of 24.68 yuan, resulting in a trading volume of 55,749 hands and a transaction amount of 140 million yuan [1] - Meilixin operates in the communication equipment and automotive integrated die-casting sectors, primarily engaged in the manufacturing of semiconductor device specialized equipment and precision components [1] Group 2 - The wholly-owned subsidiary Yulai Sheng has commenced normal production and operations, providing products and services to customers [1] - The company's liquid cooling process-related aluminum alloy structural components are currently applied in charging piles and communication products [1] Group 3 - On August 11, the net outflow of main funds was 5.1918 million yuan, with a net outflow of 28.1613 million yuan over the past five days [2]

Group 1 - The core viewpoint of the article is that Meili Xin (301307) has confirmed that its wholly-owned subsidiary, Yulai Sheng, is operating normally and providing products and services to customers [1] - The company's business scope primarily involves the manufacturing of semiconductor device specialized equipment and precision component manufacturing [1] - Due to confidentiality agreements with clients, the company is unable to disclose specific customer information [1]

Group 1 - The company Meili Xin (301307) is currently applying its liquid cooling technology-related aluminum alloy structural components in charging piles and communication products [1] - The company will focus on the market demand in the server field and actively seize new opportunities [1]

Group 1 - The core viewpoint of the article highlights that Zhuhai Meilixin New Materials Co., Ltd. has obtained a patent for a device used in the production of tungsten alloy powder for 3D printing, indicating innovation in the field of advanced materials [1] - The patent, titled "A Production Device for Tungsten Alloy Powder Used in 3D Printing," was granted with the announcement number CN223198065U, and the application date was August 2024 [1] - The device includes components such as a furnace tube, insulation furnace chamber, cooling water jacket, and cooling water tower, showcasing a sophisticated design aimed at enhancing the production process of tungsten alloy powder [1] Group 2 - Zhuhai Meilixin New Materials Co., Ltd. was established in 2003 and is located in Zhuhai City, primarily engaged in the metal products industry [1] - The company has a registered capital of 47.52 million RMB and has made investments in two other enterprises, participated in four bidding projects, and holds 85 patents [1] - Additionally, the company possesses 25 administrative licenses and has two trademark information entries, reflecting its active engagement in intellectual property and regulatory compliance [1]

Core Insights - The article provides a comprehensive list of the top 30 publicly listed companies in the die-casting industry in China, highlighting their financial performance, technological advancements, and key clients. Group 1: Company Performance - Guangdong Hongtu reported Q1 2025 revenue of 2.099 billion with a gross margin of 12.58% and holds over 500 patents in aluminum alloy technology, serving clients like Tesla and BYD [1] - Huayang Group achieved Q1 2025 revenue of 1.991 billion and a gross margin of 21.56%, focusing on automotive electronic die-casting and serving clients such as BMW and Mercedes [4] - Ningbo Top Group reported Q1 2025 revenue of 5.768 billion, being a supplier for Tesla's integrated rear cabin [7] - Wencan Co. reported Q1 2025 revenue of 1.27 billion with a gross margin of 13.43%, specializing in integrated die-casting technology [9] - Lichung Group achieved Q1 2025 revenue of 5.967 billion, with a year-on-year growth of 16.49% [16] Group 2: Technological Advancements - Yian Technology is a global leader in liquid metal die-casting, producing over 5 million magnesium alloy parts annually [3] - Shenzhen New Star has developed a high vacuum die-casting process, expecting 1 billion revenue from automotive optical business in 2025 [17] - Meili Xin reported a 60% revenue growth in the photovoltaic sector in 2023, with a global market share of 25% in photovoltaic inverter die-casting [18] Group 3: Client Relationships - Aikodi serves clients including NIO and Bosch, with a 35% increase in net profit in 2023 [6] - Cloud Metal reported a 55% growth in magnesium alloy business in 2023, serving clients like Tesla and BMW [14] - BYD has achieved over 80% self-supply rate for die-casting parts in 2023, with a 30% increase in self-developed equipment capacity [20]

本文源自：金融界 作者：公告君 金融界8月1日消息，有投资者在互动平台向美利信提问：尊敬的董秘，您好。请问今年上半年公司在通 信领域以及汽车领域相关产能利用情况如何？利润及现金流状况较一季度比是否有所改善？美国美利信 工厂预计年内可以释放多少产能？ 公司回答表示：尊敬的投资者您好，公司上半年的财务情况请关注定期报告及相关公告，公司将持续优 化管理，不断提升产能利用率。感谢您的关注。 ...

最近三个交易日，25日-29日，美利信分别获融资买入0.18亿元、0.17亿元、0.15亿元。 7月29日，沪深两融数据显示，美利信获融资买入额0.15亿元，居两市第2210位，当日融资偿还额0.16亿 元，净卖出43.79万元。 本文源自：金融界 作者：智投君 融券方面，当日融券卖出0.00万股，净卖出0.00万股。 ...

证券代码：301307 证券简称：美利信 公告编号：2025-034 重庆美利信科技股份有限公司 关于对外担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、担保情况概述 公司于 2025 年 4 月 18 日召开第二届董事会第十二次会议、第二届监事会第 十次会议，2025 年 5 月 13 日召开 2024 年年度股东大会，审议通过《关于 2025 年度公司及子公司向金融机构申请综合授信额度及提供担保并接受关联方担保 的议案》，同意公司及全资子公司公司襄阳美利信科技有限责任公司、重庆广澄 模具有限责任公司、重庆市鼎喜实业有限责任公司、安徽美利信智能科技有限公 司和美利信科技国际有限公司拟向金融机构申请不超过 419,000.00 万元的综合 授信额度，主要用于公司日常生产运营。在前述综合授信额度内，公司为子公司 金融机构授信金额提供担保，合计担保额度不超过人民币 175,000.00 万元。具体 担保授信金额及方式以最终签订的协议为准，有效期自公司 2024 年年度股东大 会审议通过之日起 2025 年年度股东大会召开之日止。具体内容详见公司 ...

Investment Rating - The report assigns a "Buy" investment rating for the company, marking the first coverage of the stock [4]. Core Views - The demand for aluminum alloy precision die-casting parts remains strong across various downstream industries, including communication, energy storage, automotive, and heat dissipation, driven by trends such as the expansion of 5G networks and the lightweighting trend in the automotive sector [1][2]. - The company has established deep collaborations in the new energy vehicle sector, providing various aluminum alloy precision die-casting components, and is also actively engaged in the communication sector, particularly with 5G base station components [2]. - Despite short-term performance pressures, the company is expected to benefit from its ongoing efforts to expand into new industries such as semiconductors and energy storage, which could drive future growth [3][4]. Summary by Sections Financial Performance - In 2024, the company is projected to achieve revenue of 36.59 billion yuan, a year-on-year increase of 14.73%, with communication product revenue declining by 19.86% to 11.4 billion yuan, while automotive parts revenue is expected to rise by 46.31% to 23.66 billion yuan [3]. - The net profit attributable to shareholders is forecasted to be -1.64 billion yuan, a significant decline of 220.58% year-on-year, primarily due to the impact of global economic fluctuations and policy adjustments on the communication sector [3]. - Revenue projections for 2025, 2026, and 2027 are 42.76 billion yuan, 49.93 billion yuan, and 58.31 billion yuan, respectively, with corresponding EPS of 0.31 yuan, 0.73 yuan, and 1.17 yuan [4][9]. Market Position and Strategy - The company is focusing on expanding its market share and strengthening its competitive advantage by increasing market development efforts, particularly in North America, where a new factory is being prepared for production [3]. - The ongoing development of new heat dissipation materials and partnerships with leading clients like Ericsson in the communication sector are expected to enhance the company's market position [2]. Financial Metrics - The company is expected to achieve a gross margin of 9.7% in 2024, improving to 15.1% by 2027, with a projected net profit margin of -4.5% in 2024 turning positive by 2025 [12]. - The return on equity (ROE) is anticipated to improve from -5.3% in 2024 to 7.1% by 2027, indicating a recovery in profitability [12].

证券代码：301307 证券简称：美利信 公告编号：2025-033 重庆美利信科技股份有限公司 2025 年第一次临时股东大会决议公告 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。 特别提示： 1、本次股东大会采用现场表决与网络投票相结合的方式召开。 2、本次股东大会未出现否决议案的情形，未出现涉及变更以往股东大会已 通过的决议的情形。 一、会议召开和出席情况 （一）会议召开时间： 1、会议召开时间 （1）现场会议召开时间：2025 年 6 月 26 日（星期四）下午 14:30。 （2）网络投票的时间：2025 年 6 月 26 日 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 6 月 26 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系 统投票的具体时间为：2025 年 6 月 26 日 9:15 至 15:00 期间的任意时间。 2、现场会议召开地点：重庆市巴南区天安路 1 号附 1 号、附 2 号重庆美利 信科技股份有限公司办公楼二楼会议室。 3、召开方式：本次股东大会 ...