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]

Group 1 - The core point of the article is that a major shareholder, Wenrunqingxin No.1 and its concerted parties, have reduced their stake in the company by 2.1059 million shares, which accounts for 1.00% of the total share capital [1] - After the reduction, the shareholder and its concerted parties hold a total of 10.53 million shares, representing 5.00% of the company's total share capital, thus no longer qualifying as a major shareholder with over 5% ownership [1] - The share reduction plan will not result in any changes to the company's controlling shareholder or actual controller [1]

重庆美利信科技股份有限公司 简式权益变动报告书 上市公司名称：重庆美利信科技股份有限公司 上市地点：深圳证券交易所 股票简称：美利信 股票代码：301307 信息披露义务人1 名称：温润智造壹号（珠海）创业投资基金合伙企业（有限合伙） 住所：珠海市横琴新区环岛东路1889号17栋201室-472号（集中办公区） 通讯地址：珠海市横琴新区环岛东路1889号17栋201室-472号（集中办公区） 信息披露义务人2 名称：温润清新壹号（珠海）股权投资基金合伙企业（有限合伙） 住所：珠海市横琴新区环岛东路1889号17栋201室-508号（集中办公区） 通讯地址：珠海市横琴新区环岛东路1889号17栋201室-508号（集中办公区） 信息披露义务人3 名称：珠海横琴温氏柒号创业投资基金合伙企业（有限合伙） 住所：珠海市横琴新区环岛东路1889号17栋201室-474号（集中办公区） 通讯地址：珠海市横琴新区环岛东路1889号17栋201室-474号（集中办公区） 信息披露义务人4 名称：珠海横琴温氏陆号创业投资基金合伙企业（有限合伙） 住所：珠海市横琴新区汇通三路108号1722办公01-2 通讯地址：珠海市横琴新区 ...

证券代码：301307 证券简称：美利信 公告编号：2025-046 重庆美利信科技股份有限公司 关于合计持股 5%以上股东持股比例变动触及 1%及 5%整 数倍暨权益变动的提示性公告 公司合计持股 5%以上股东温润清新壹号（珠海）股权投资基金合伙企业（有 限合伙）及其一致行动人温润智造壹号（珠海）创业投资基金合伙企业（有限合 伙）、珠海横琴温氏陆号创业投资基金合伙企业（有限合伙）、珠海横琴温氏柒 号创业投资基金合伙企业（有限合伙）、珠海横琴齐创共享创业投资基金合伙企 业（有限合伙）保证向本公司提供的信息内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 | 1.基本情况 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 信息披露义务人 | 1 | 温润清新壹号（珠海）股权投资基金合伙企业（有限合伙） | | | | | | 住所 1 | | 珠海市横琴新区环岛东路 号 栋 室-508 号（集中 1889 17 201 | | | | | | | | 办公区） | ...

来源：新浪证券-红岸工作室 9月26日，美利信跌5.59%，成交额6.15亿元，换手率16.01%，总市值73.29亿元。 异动分析 一体化压铸+小米汽车+华为汽车+专精特新+5G 1、2024年2月20日互动易，公司高度重视一体化压铸技术，是目前为数不多的较早的介入了超大型一体 压铸结构件的研发、生产且掌握相关技术和拥有8800吨压铸机的生产企业。目前公司为客户提供的部分 一体化压铸产品实现了量产，产品质量也得到了客户的充分认可。 2、2023年年报：公司在2023年进入 SolarEdge，小米汽车，欣旺达，金康动力新能源、全球领先的商用 车制造商斯堪尼亚等新客户的供应体系。 3、2023年6月29日互动易回复：华为是公司在通信领域的核心客户，也是公司在车载结构件的核心客 户。 4、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 5、根据2023年5月5日互动 ...

证券研究报告 | 浙商早知道 报告日期：2025 年 09 月 26 日 浙商早知道 2025 年 09 月 26 日 ： 张延兵 执业证书编号：S1230511010020 ： 021-80106048 ： zhangyanbing@stocke.com.cn ❑ 大势：周四上证指数收盘与前一天持平，沪深 300 上涨 0.6%，科创 50 上涨 1.2%，中证 1000 下跌 0.4%，创业板 指上涨 1.6%，恒生指数下跌 0.1%。 ❑ 行业：周四表现最好的行业分别是传媒（+2.2%)、通信（+2.0%)、有色金属（+1.9%)、电力设备（+1.6%)、计算 机（+1.5%)，表现最差的行业分别是纺织服饰（-1.5%)、综合（-1.3%)、农林牧渔（-1.2%)、家用电器（-1.1%)、 交通运输（-1.0%)。 ❑ 资金：周四沪深两市总成交额为 23711 亿元，南下资金净流入 110.5 亿港元。 ❑ 【浙商大制造中观策略 邱世梁/周艺轩】美利信（301307）公司深度：精密压铸全球龙头，有望开辟液冷、人形 机器人、半导体新赛道——20250924 ❑ 【浙商大制造中观策略 邱世梁/陈明雨/谢金翰 ...

华夏产业升级混合A（005774）基金经理为代瑞亮。 截至发稿，代瑞亮累计任职时间10年196天，现任基金资产总规模15.47亿元，任职期间最佳基金回报 79.89%， 任职期间最差基金回报-9.3%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 9月25日，美利信跌5.11%，截至发稿，报37.89元/股，成交2.13亿元，换手率5.07%，总市值79.80亿 元。 资料显示，重庆美利信科技股份有限公司位于重庆市巴南区天安路1号附1号,附2号，成立日期2001年5 月14日，上市日期2023年4月24日，公司主营业务涉及通信领域和汽车领域铝合金精密压铸件的研发、 生产和销售。主营业务收入构成为：汽车类零部件64.79%，通信类结构件29.88%，其他(补充)3.84%， 其他类零部件1.49%。 从美利信十大流通股东角度 数据显示，华夏基金旗下1只基金位居美利信十大流通股东。华夏产业升级混合A（005774）二季度减 持68.59万股，持有股数1 ...

Core Viewpoint - The company is expected to reach a performance turning point, with potential new opportunities in liquid cooling, humanoid robots, and semiconductors [1] Group 1: Market Position and Client Base - The company is a global leader in aluminum alloy precision die-casting, with a high market share in communication base station structural components and ongoing expansion into top-tier automotive clients [1] - Key clients include Tesla, Huawei, BYD, Ericsson, Nokia, Xiaomi, and Cyric [2] Group 2: Production and Strategic Developments - The company will officially take over its U.S. factory in 2024, with accelerated production expected in 2025, which may help avoid tariff impacts [3] - The company has successfully trial-produced ultra-large die-casting parts and is developing related molds for integrated die-casting in the automotive sector [4] Group 3: Growth Opportunities - The company is well-positioned to benefit from the upcoming 5G-A and 6G base station construction, with an expected investment of nearly 20 billion yuan from China's three major telecom operators by 2025 [4] - The company is exploring liquid cooling products for high-power base stations and has made early advancements in "cooling + weldable die-casting" products [4] Group 4: New Project Potential - The company is entering a new project phase with applications in weldable die-casting technology, semiconductor precision components, extreme cooling scenarios, and lightweight aluminum-magnesium materials [4] - The liquid cooling market for computing power is projected to reach approximately 130 billion yuan by 2029, with significant growth expected in the server cooling structure component market [5] Group 5: Investment in Semiconductor Components - The company plans to invest 170 million yuan in a subsidiary in Chongqing to develop semiconductor precision components, capitalizing on the low domestic equipment localization rate [6][7] Group 6: Financial Forecast - The company is projected to have net profits of -130 million yuan, 150 million yuan, and 210 million yuan from 2025 to 2027, indicating a turnaround with a 47% year-on-year growth in 2027 [7]

格隆汇9月24日丨美利信(301307.SZ)在互动平台表示，公司为客户生产提供储能电池包的外壳产品。 ...

Core Viewpoint - Meili Xin (301307.SZ) reported a decline in net profit for the first half of 2025 despite a revenue increase, indicating potential challenges in profitability and cash flow management [1][2]. Financial Performance Summary - The company achieved operating revenue of 1.86 billion yuan in the first half of 2025, representing a year-on-year growth of 12.41% [1][2]. - The net profit attributable to shareholders was -104.94 million yuan, a significant decline of 468.13% compared to the same period last year, which was -18.47 million yuan [1][2]. - The net profit after deducting non-recurring gains and losses was -117.24 million yuan, down 320.62% from -2.79 million yuan in the previous year [1][2]. - The net cash flow from operating activities was 60.08 million yuan, a decrease of 82.24% compared to 338.28 million yuan in the same period last year [1][2]. Previous Year Comparison - In 2024, Meili Xin reported operating revenue of 3.66 billion yuan, a year-on-year increase of 14.73% [3]. - The net profit attributable to shareholders for 2024 was -163.84 million yuan, a decrease of 220.58% from a profit of 135.87 million yuan in 2023 [3]. - The net profit after excluding non-recurring items was -173.87 million yuan, down 253.12% from 113.55 million yuan in the previous year [3]. - The net cash flow from operating activities in 2024 was 408.19 million yuan, a decline of 35.54% from 633.23 million yuan in 2023 [3]. IPO and Fundraising - Meili Xin's initial public offering raised a total of 1.71 billion yuan, with a net amount of 1.58 billion yuan after deducting issuance costs [4]. - The final net fundraising amount exceeded the original plan by 757.04 million yuan [4]. - The funds are intended for projects including the construction of a research center and production lines for new energy vehicles and 5G communication components [4].