（记者 张喜威） 每经头条（nbdtoutiao）——"25基点太少，50基点太多"：美联储降息"走钢丝"，"特朗普代言人"投下唯 一反对票 每经AI快讯，美利信发布公告称，2025年9月18日10:00-11:00；00-16:30，美利信接受西南证券股份有 限公司等机构调研，公司副总经理、董事会秘书王双松等参与接待，并回答了投资者提出的问题。 ...

格隆汇9月18日｜美利信(301307.SZ)公告称，美利信在投资者关系活动中透露，公司在通信领域进入诺 基亚供应体系，北美工厂获新一代无人驾驶新能源汽车客户及储能客户产品定点。此外，公司在储能领 域进入正浩等客户供应体系，并在半导体领域已配套国内头部客户。同时，公司液冷工艺相关产品主要 应用于充电桩及新一代通信产品，并已单独成立重庆渝莱昇精密科技有限公司，为半导体客户提供精密 零部件。 ...

Group 1: Company Overview and Activities - The company is named Chongqing Meilixin Technology Co., Ltd., with stock code 301307 [1][2] - The investor relations activity took place on September 18, 2025, in the company meeting room [3] Group 2: Robotics and Semiconductor Development - The company is actively developing humanoid robot shells and components, aligning with industry demand and customer needs [3] - In May 2025, the company established Chongqing Yulai Sheng Precision Technology Co., Ltd. to provide precision components for the semiconductor sector [4] Group 3: North American Operations - The North American factory is preparing for production, including facility renovations and equipment procurement [5] Group 4: Liquid Cooling Technology - The company has developed aluminum alloy components for liquid cooling, primarily used in charging stations and next-generation communication products [6] Group 5: Customer Expansion in 2025 - In the first half of 2025, the company entered the supply chain of major clients like Nokia in the communication sector and secured contracts in the semiconductor and energy storage fields [7] Group 6: Shanghai Operations - Shanghai Meilixin is providing thermal management solutions, including liquid cooling technology, tailored to customer requirements [8]

Group 1 - The core viewpoint of the news is the performance and financial details of Meilixin Technology Co., Ltd., which saw a stock price increase of 5.63% to 41.30 CNY per share, with a total market capitalization of 8.698 billion CNY [1] - Meilixin's main business involves the research, production, and sales of aluminum alloy precision die-casting parts in the telecommunications and automotive sectors, with revenue composition being 64.79% from automotive parts, 29.88% from telecommunications components, and 5.33% from other categories [1] Group 2 - Among the top ten circulating shareholders of Meilixin, Huaxia Fund's Huaxia Industrial Upgrade Mixed A (005774) reduced its holdings by 685,900 shares, now holding 1.4961 million shares, which accounts for 1.37% of the circulating shares [2] - The fund has achieved a year-to-date return of 28.99% and a one-year return of 49.68%, ranking 3130 out of 8172 and 3393 out of 7980 respectively in its category [2]

（文章来源：证券时报网） 据天眼查APP显示，重庆美利信科技股份有限公司成立于2001年05月14日。注册资本21060万人民币。 （数据宝） 数据宝统计，截至14:46，美利信成交额11.54亿元，创上市以来新高。最新股价下跌3.15%，换手率 26.46%。上一交易日该股全天成交额为10.32亿元。 ...

Group 1 - The trading volume of Meilixin reached 1.033 billion RMB, marking a new high since November 8, 2024 [2] - The latest stock price of Meilixin decreased by 0.94%, with a turnover rate of 23.64% [2] - The previous trading day's total transaction volume for the stock was 1.032 billion RMB [2] Group 2 - Chongqing Meilixin Technology Co., Ltd. was established on May 14, 2001, with a registered capital of 210.6 million RMB [2]

Market Performance - The integrated die-casting concept rose by 3.12%, ranking fourth among concept sectors, with 43 stocks increasing in value [1] - Notable gainers included Meilixin with a 20% limit-up, Rongtai Co., Changyuan Donggu, and Aikedi, all hitting the limit-up as well [1] - Leading stocks in terms of percentage increase included Xusheng Group, Top Group, and Duoli Technology, which rose by 8.29%, 7.67%, and 6.42% respectively [1] Capital Flow - The integrated die-casting sector saw a net inflow of 1.523 billion yuan, with 32 stocks receiving net inflows from major funds [2] - Top Group led the net inflow with 498 million yuan, followed by Huichuan Technology, Shengli Precision, and Genesis with net inflows of 331 million yuan, 227 million yuan, and 143 million yuan respectively [2] - Stocks with the highest net inflow ratios included Changyuan Donggu, Shengli Precision, and Furan De, with ratios of 15.55%, 14.57%, and 13.14% respectively [3] Stock Performance - Top Group had a daily increase of 7.67% with a turnover rate of 6.92% and a net inflow of 497.98 million yuan [3] - Huichuan Technology increased by 4.17% with a net inflow of 331.37 million yuan and a turnover rate of 3.41% [3] - Other notable performers included Aikedi with a 9.99% increase and a net inflow ratio of 13.07%, and Xusheng Group with an 8.29% increase and a net inflow ratio of 7.53% [3]

Core Viewpoint - Meilixin's stock reached the daily limit increase of 20%, with a turnover rate of 24.74% and a transaction volume of 1.032 billion yuan, indicating strong market interest and activity [2]. Trading Activity - The stock was listed on the Shenzhen Stock Exchange due to a closing price increase of 20.00, with institutional net purchases amounting to 2.9855 million yuan and net purchases from the Shenzhen Stock Connect totaling 9.1318 million yuan [2]. - The top five trading departments accounted for a total transaction volume of 255 million yuan, with a net purchase of 50.1962 million yuan after a buy transaction of 152 million yuan and a sell transaction of 102 million yuan [2]. Institutional Participation - Among the trading departments, one institutional special seat was involved, with a buying amount of 17.5921 million yuan and a selling amount of 14.6066 million yuan, resulting in a net purchase of 2.9855 million yuan [2]. - The Shenzhen Stock Connect was the largest buying and selling department, with a buying amount of 52.5952 million yuan and a selling amount of 43.4634 million yuan, leading to a net purchase of 9.1318 million yuan [2]. Fund Flow - The stock experienced a net inflow of 45.5237 million yuan in main funds, with a significant inflow of 94.3815 million yuan from large orders, while large orders saw a net outflow of 48.8578 million yuan [2]. - Over the past five days, the net inflow of main funds reached 1.04 billion yuan [2].

Group 1 - Sanhua Intelligent Control and Shuanghuan Transmission reached their daily limit and both achieved historical highs [1] - More than ten stocks, including Hanwei Technology, Meilixin, Dayang Electric, and Shiyun Circuit, also hit their daily limit [1]

Market Performance - On September 16, the communication equipment sector rose by 0.98% compared to the previous trading day, with Meilixin leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Gainers in Communication Equipment Sector - Meilixin (301307) closed at 40.38, up 20.00% with a trading volume of 269,600 shares and a transaction value of 1.032 billion [1] - Dekeli (688205) closed at 105.60, up 10.69% with a trading volume of 137,100 shares and a transaction value of 1.361 billion [1] - Changfei Fiber (688109) closed at 95.65, up 10.01% with a trading volume of 200,000 shares and a transaction value of 1.832 billion [1] - Cambridge Technology (603083) closed at 119.90, up 10.00% with a trading volume of 500,300 shares and a transaction value of 5.905 billion [1] Top Losers in Communication Equipment Sector - ST Gaohong (000851) closed at 0.57, down 5.00% with a trading volume of 35,400 shares and a transaction value of 2.0192 million [2] - Shijia Photon (688313) closed at 68.59, down 3.19% with a trading volume of 380,000 shares and a transaction value of 2.604 billion [2] - Dongxin Peace (002017) closed at 26.16, down 2.39% with a trading volume of 364,200 shares and a transaction value of 0.952 billion [2] Capital Flow Analysis - The communication equipment sector experienced a net outflow of 2.657 billion from institutional investors, while retail investors saw a net inflow of 2.304 billion [2][3] - Major stocks like ZTE (000063) had a net inflow of 680 million from institutional investors, while it faced a net outflow of 281 million from speculative funds [3] - Light Speed Technology (002281) had a net inflow of 370 million from institutional investors but a net outflow of 172 million from speculative funds [3]