Key Points - The article highlights various significant announcements from different companies, including project investments, operational data, and stock buybacks [1][2][3] Group 1: Project Investments - Maglev Technology plans to invest in the construction of a "maglev compressor and related product R&D production base" [1] - Xianhe Co. intends to invest in an integrated high-performance paper-based new material project [1] - China Shipbuilding Technology aims to invest in a 1.3 million kilowatt wind power project in Xinjiang [1] Group 2: Operational Data - Wen's Co. reported July sales revenue of 2.316 billion yuan from meat chickens and 4.877 billion yuan from live pigs [1][2] - Dongrui Co. recorded July sales revenue of 170 million yuan from live pigs [2] - Jindong Agricultural reported cumulative sales revenue of 7.365 billion yuan from January to July [2] Group 3: Stock Acquisitions - Weichai Heavy Machinery plans to acquire 100% equity of Changbo Company for 492 million yuan [1][2] - Electric Connection Technology intends to acquire 39% equity of Aimers for 180 million yuan [2] - Huaxi Co. plans to acquire 100% equity of Xiefeng Cotton and Hemp for 90 million yuan [2] Group 4: Stock Buybacks - Tapai Group plans to repurchase company shares with an investment of 50 million to 100 million yuan [1][2] Group 5: Performance - BeiGene reported total revenue of 17.518 billion yuan for the first half of the year, a year-on-year increase of 46% [1][3] - Shengmei Shanghai achieved a net profit of 696 million yuan in the first half of the year, a year-on-year growth of 56.99% [2][3] - Liyuan Information reported a net profit of 96.13 million yuan in the first half of the year, a year-on-year increase of 65.79% [3] Group 6: Shareholding Changes - MinDe Electronics' controlling shareholder plans to reduce holdings by up to 4% [1][3] - Qianhong Pharmaceutical's major shareholder plans to reduce holdings by up to 1.67% [1][3] - Ligao Food's shareholders plan to reduce holdings by up to 2.47% [3] Group 7: Other Announcements - Xingyuan Zhuomei received a project designation notification from a client [1][3] - Alloy Investment's controlling shareholder has changed to Jiuzhou Hengchang, with the actual controller changing to Wang Yunzhang [1][3]

（编辑 任世碧） 证券日报网讯 8月6日晚间，星源卓镁发布公告称，公司于近日收到国内某汽车零部件厂商（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年-2031年）销售总金额 约为7.13亿元人民币。 ...

智通财经APP讯，星源卓镁(301398.SZ)公告，公司近日收到国内某汽车零部件厂商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。 （原标题：星源卓镁(301398.SZ)获国内某汽车零部件厂商供应商定点通知） ...

星源卓镁（301398）(301398.SZ)公告，公司近日收到国内某汽车零部件厂商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。 ...

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]

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].