证券代码：301398 证券简称：星源卓镁 公告编号：2025-031 三、风险提示 1、客户的定点通知不构成实质性订单，产品的实际供货时间、供货价格、 供货数量以双方后续的正式供货协议或销售订单为准。 2、本项目预计于 2026 年 3 月末开始量产，不会对公司本年度业绩产生重大 影响。 3、宏观经济形势、汽车产业政策、市场整体状况等因素均可能对客户生产 宁波星源卓镁技术股份有限公司 关于收到客户项目定点通知的公告 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。 一、项目定点通知的概况 宁波星源卓镁技术股份有限公司（以下简称"公司"）于近日收到国内某汽 车零部件厂商（限于保密要求，无法披露其名称，以下简称"客户"）出具的供 应商定点通知邮件，公司将为该客户开发并供应新能源汽车镁合金动力总成壳体 零部件。根据客户规划，本项目预计从 2026 年 3 月末开始量产，预计未来 6 年 （2026-2031 年）销售总金额约为 7.13 亿元人民币。 二、对公司的影响 公司专注于轻量化材料在汽车零部件行业的创新设计及替代应用，本次获得 项目定点通知，是客户对公司核心 ...

星源卓镁8月5日最新股价报39.44元，较前一交易日上涨0.29元。该股当日开盘价为39.62元，最高触及 40.00元，最低下探39.10元，全天成交1.02亿元。 8月5日主力资金净流出1012.13万元，近五个交易日累计净流出2644.02万元。从技术面来看，该股当前 处于五日线和二十日均线之间，量能保持平稳状态。 风险提示：以上内容仅供参考，不构成投资建议。股市有风险，投资需谨慎。 该公司主要从事镁合金、铝合金等轻量化材料的研发、生产和销售，产品广泛应用于汽车零部件领域。 星源卓镁总部位于浙江省，目前总市值44.17亿元。 ...

天眼查商业履历信息显示，宁波星源卓镁技术股份有限公司，成立于2003年，位于宁波市，是一家以从 事专用设备制造业为主的企业。企业注册资本11200万人民币，实缴资本8000万人民币。公司法定代表 人为邱卓雄。 通过天眼查大数据分析，宁波星源卓镁技术股份有限公司共对外投资了3家企业，参与招投标项目16 次，知识产权方面有商标信息15条，专利信息87条，此外企业还拥有行政许可17个。 来源：金融界 金融界消息 截至2025年8月5日收盘，星源卓镁（301398）报收于39.44元，上涨0.74%，换手率7.72%， 成交量2.58万手，成交金额1.02亿元。 资金流向方面，今日主力资金净流出1012.13万元，占比成交额9.93%。其中，超大单净流出357.21万 元、占成交额3.5%，大单净流出654.91万元、占成交额6.42%，中单净流出流入49.79万元、占成交额 0.49%，小单净流入962.34万元、占成交额9.44%。 星源卓镁最新一期业绩显示，截至2025一季报，公司营业总收入8833.78万元、同比增长7.28%，归属净 利润1693.95万元，同比减少4.08%，扣非净利润1593.06万元， ...

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]

Group 1 - The company has not yet developed products related to magnesium alloy applications in the solid-state battery field [1] - There is currently no technical cooperation with solid-state battery industry chain enterprises, such as battery manufacturers and vehicle manufacturers [1] - The company has not entered the sample testing or validation stage for solid-state battery applications [1] Group 2 - The company will continue to monitor industry technology development trends [1] - The company plans to assess related business expansion opportunities in line with its strategic planning [1]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：您好！随着固态电池技术加速推进，行业对轻量化、 高强度的镁合金结构件（如电池包壳体、支撑件等）需求逐步提升。请问公司是否已针对固态电池领域 的镁合金应用场景布局相关产品研发？目前是否与固态电池产业链企业（如电池厂商、整车厂）开展技 术合作，或已进入样品测试、验证阶段？ 星源卓镁（301398.SZ）7月31日在投资者互动平台表示，公司目前暂未针对固态电池领域的镁合金应用 场景布局相关产品研发，也未与固态电池产业链企业（如电池厂商、整车厂等）开展技术合作，未进入 样品测试、验证阶段 。公司将持续关注行业技术发展动态，结合自身战略规划适时评估相关业务拓展 机会。 ...

数据来源：天眼查APP 证券之星消息，根据天眼查APP数据整理，近日，宁波源星镁贸易有限公司成立，法定代表人为邱卓 雄，注册资本500万元，经营范围包含：一般项目：汽车零配件批发；汽车零配件零售；模具销售；货 物进出口；技术进出口；进出口代理；离岸贸易经营；国内贸易代理；五金产品批发；五金产品零售； 金属包装容器及材料销售；包装材料及制品销售；电器辅件销售；液压动力机械及元件销售；金属成形 机床销售；数控机床销售；信息咨询服务(不含许可类信息咨询服务)；技术服务、技术开发、技术咨 询、技术交流、技术转让、技术推广(除依法须经批准的项目外，凭营业执照依法自主开展经营活动)。 天眼查APP股权穿透显示，该公司由星源卓镁全资持股。 ...

证券代码：301398 证券简称：星源卓镁 公告编号：2025-030 宁波星源卓镁技术股份有限公司 关于全资子公司完成工商登记并取得营业执照的公告 宁波星源卓镁技术股份有限公司（以下简称"公司"）于 2025 年 4 月 1 日 召开第三届董事会第十一次会议，审议通过了《关于设立全资子公司的议案》。 本次设立子公司旨在满足公司经营业务发展需要，优化原材料、设备供应链，降 低海外子公司进出口成本，具体内容请详见公司于 2025 年 4 月 3 日在巨潮资讯 网（www.cninfo.com.cn）上披露的《关于设立全资子公司的公告》（公告编号 2025-013）。 一、新设全资子公司的基本情况 近日，经宁波市北仑区市场监督管理局核准，新设子公司已办理完成工商设 立登记手续，并取得《营业执照》，相关信息如下： 1、名称：宁波源星镁贸易有限公司 2、统一社会信用代码：91330206MAER19MQX2 3、企业类型：有限责任公司（非自然人投资或控股的法人独资） 4、法定代表人：邱卓雄 5、注册资本：伍佰万元整 6、成立日期：2025 年 07 月 18 日 7、注册地址：浙江省宁波市北仑区新碶街道兴业大道 2 ...

Core Viewpoint - The trend of lightweight humanoid robots is becoming increasingly prominent, with a focus on raw materials and process design to address issues such as insufficient endurance, low flexibility, and poor heat dissipation [2][7]. Group 1: Lightweight Trend in Humanoid Robots - The lightweight trend is evident from the perspective of downstream manufacturers, with notable reductions in weight across various models, such as the 20 kg reduction in the UBTECH Walker C and the 10 kg reduction in Tesla's Optimus from Gen 1 to Gen 2 [13][21]. - Lightweight solutions can resolve critical issues for humanoid robots, including enhancing flexibility and extending battery life, as demonstrated by a 40% weight reduction leading to a 6-hour operational time for certain models [21][17]. Group 2: Material Replacement and Cost Efficiency - Magnesium alloy is highlighted for its superior weight reduction capabilities compared to aluminum, with current prices favoring magnesium, making it a cost-effective choice [3][35]. - The semi-solid process addresses the corrosion resistance of magnesium alloys, which is crucial for humanoid robot components that are lighter than automotive parts, thus lowering barriers to entry [3][35]. Group 3: High-Performance Engineering Plastics - The shift towards high-performance engineering plastics like PEEK, PPS, and PPA is opening new market opportunities, with PEEK being particularly suitable for high-value applications in humanoid robots [4][75]. - The market value ranking for these materials indicates that PEEK has the highest potential, followed by PPA and PPS, with the humanoid robot sector expected to generate a market space in the billions [4][75]. Group 4: Investment Recommendations - Key companies to watch include leading magnesium alloy die-casting firms such as Baowu Magnesium and Xingyuan Zhuomai, as well as humanoid robot lightweight joint component manufacturers like Xusheng Group [5][62]. - Attention should also be given to leading engineering plastic companies such as Zhaomin Technology, Water Co., and Zhongyan Co. [5][62].

Core Viewpoint - The Tesla concept sector experienced a slight decline of 0.15% with a significant capital outflow of approximately 2.92 billion [1] Group 1: Stock Performance - A total of 84 stocks within the sector saw an increase, while 113 stocks experienced a decline [1] - The top-performing stocks included: - Gongzhi Tui (11.54%) - Kelu Electronics (10.02%) - Haosen Intelligent (7.49%) - Zhongke Sanhuan (5.22%) - Hezhuan Intelligent (5.02%) - Jinli Yongci (4.48%) - China Automotive Research (4.1%) - Jinjing Technology (3.23%) - Southern Precision (3.09%) - Nanbo A (2.49%) - *ST Weier (2.38%) - Nord Shares (2.03%) - Spring and Autumn Electronics (2.02%) - Baolong Technology (1.92%) - Hengdian East Magnet (1.74%) - Galaxy Magnet (1.71%) - Paislin (1.63%) - Shida Shenghua (1.61%) - Bowei Alloy (1.4%) - Delian Group (1.38%) [1] Group 2: Declining Stocks - The stocks with the largest declines included: - Rongtai Co. (-7.53%) - Yamaton (-5.0%) - Shenghong Technology (-4.96%) - Quanfeng Automotive (-4.64%) - Shuanglin Co. (-3.99%) - Xingyuan Zhuomei (-3.36%) - Jintuo Co. (-3.08%) - Keda Li (-3.01%) - Hailian Jinhui (-2.98%) - Huafeng Superfiber (-2.86%) - Chaojie Co. (-2.74%) - Jifeng Co. (-2.66%) - Ningbo Huaxiang (-2.64%) - Changsheng Bearing (-2.54%) - Saiwu Technology (-2.34%) - Fabon Information (-2.25%) - Chaoda Equipment (-2.07%) - Lingyun Co. (-2.06%) - Sikan Technology (-1.94%) - Changhua Group (-1.86%) [1]