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]

Core Viewpoint - The company has not yet developed products related to magnesium alloy applications in the solid-state battery sector and has not engaged in technical cooperation with industry chain enterprises [1][3]. Group 1 - The company stated that it is currently not involved in product development for magnesium alloy applications in solid-state batteries [1]. - There is no ongoing technical collaboration 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 phase for solid-state battery applications [1]. Group 2 - The company will continue to monitor industry technological developments and will assess business expansion opportunities in line with its strategic planning [1].

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]

Core Viewpoint - Ningbo Xingyuan Zhuomei Technology Co., Ltd. has applied to the Shenzhen Stock Exchange for the resumption of the review of its application to issue convertible bonds to unspecified objects after obtaining necessary environmental and energy assessments [2][3]. Group 1 - The company submitted its application report for issuing convertible bonds on March 13, 2025, but had to suspend the review due to pending environmental impact and energy assessment approvals [2]. - The company received approval from the Ningbo Municipal Ecology and Environment Bureau and the Ningbo Municipal Energy Bureau for the environmental and energy assessments related to its project [3]. - The application for resuming the review has been accepted by the Shenzhen Stock Exchange, but the final approval from the China Securities Regulatory Commission remains uncertain [3].