LZJT(SZ:300428) Sou Hu Cai Jing·2025-08-07 08:57Core Insights - The company announced that its subsidiaries, New Thai Wheel Manufacturing Co., Ltd. and Lizhong Mexico S DE RL DE CV, have received project designation notifications from international clients [1][2] - The New Thai Wheel has been designated for a forged aluminum alloy wheel project by a renowned commercial vehicle manufacturer, expected to start mass production in October 2025, with an estimated sales amount of approximately 833 million yuan over a 5-year project lifecycle [1] - Lizhong Mexico has been designated for a low-pressure cast aluminum alloy wheel project by a well-known automotive company, expected to start mass production in September 2027, with an estimated sales amount of around 810 million yuan over a 4-year project lifecycle [1] - The total estimated sales from both projects amount to approximately 1.643 billion yuan, with potential for additional projects utilizing related products in the future [1] Company Positioning - The company positions itself as a "global supplier of new materials and lightweight automotive components," having focused on aluminum alloy and lightweight products for nearly 40 years [2] - It has accumulated rich technology and production experience in the high-end aluminum alloy wheel sector for automotive lightweighting [2] - The recent project designations further demonstrate client recognition of the company's capabilities in the development, design, and quality of high-end forged and cast aluminum alloy wheels, enhancing its global production assurance [2] - This development enriches the company's overseas capacity orders and facilitates further expansion into the global commercial vehicle sector, reinforcing its leading advantage in global strategic layout [2]