（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：请问公司如何看待一体化压铸在航空航天领域的应用 前景的？ 日联科技（688531.SH）1月5日在投资者互动平台表示，公司一体化压铸智能检测设备已广泛应用于汽 车制造领域，公司将持续关注一体化压铸工艺在航空航天领域的发展趋势，积极把握相关产业机会。 ...

居2025年武汉十大企业新闻首位的是梦芯科技发布全球最小全系统全频点北斗芯 片，"逐梦MX2740A"芯片仅半个指甲盖大小，性能国际领先。华中数控则推出全球首台新 一代智能数控系统"华中10型"，首次融合AI芯片与大语言模型，使工业母机具备"自主学 习"能力。长飞光纤成功铺设全球首条七芯光纤海底试验光缆，创下空分复用海缆最长铺设 纪录，为海洋通信升级提供关键支撑。 在先进制造领域，东风汽车全球最大吨位一体化压铸工厂在汉竣工，率先应用16000吨 国产压铸机，推动汽车制造工艺进入全球第一梯队。华工科技总市值突破千亿元，成为湖北 首家A股千亿企业。武锅能源中标世界级储能项目，为全球首台300兆瓦人工硐室压缩空气 储能电站提供核心部件，实现了武汉高端装备制造能力在新型储能领域的重大突破。 在其他领域，禾元生物全球首创"稻米造血"新药获批上市，破解人血清白蛋白长期进口 依赖。武汉金控集团成为首家营收破千亿元市属国企，以"金融＋实业"双轮驱动服务实体经 济发展。湖北人形机器人创新中心打造全国首家人形机器人7S店，开创机器人商业化运营 新模式。中交二航局承建的常泰长江大桥正式通车，以4项全球首创设计刷新桥梁建设纪 录。 ...

12月31日，福然德盘中上涨2.04%，截至13:16，报13.50元/股，成交8097.04万元，换手率1.23%，总市 值66.53亿元。 资金流向方面，主力资金净流出753.56万元，特大单买入0.00元，占比0.00%，卖出106.25万元，占比 1.31%；大单买入1785.53万元，占比22.05%，卖出2432.84万元，占比30.05%。 福然德今年以来股价涨44.37%，近5个交易日涨4.81%，近20日涨2.90%，近60日跌20.59%。 今年以来福然德已经1次登上龙虎榜，最近一次登上龙虎榜为8月12日，当日龙虎榜净买入2091.44万 元；买入总计1.14亿元 ，占总成交额比28.14%；卖出总计9305.19万元 ，占总成交额比22.98%。 分红方面，福然德A股上市后累计派现7.84亿元。近三年，累计派现5.32亿元。 机构持仓方面，截止2025年9月30日，福然德十大流通股东中，永赢先进制造智选混合发起A （018124）位居第五大流通股东，持股1119.37万股，为新进股东。鹏华碳中和主题混合A（016530）位 居第七大流通股东，持股572.16万股，为新进股东。香港中央结算 ...

Group 1 - The core viewpoint of the news is that Beiqi Blue Valley's stock has experienced fluctuations, with a recent decline of 2.04% and a total market value of 45.48 billion yuan [1] - As of December 23, the stock price is reported at 8.16 yuan per share, with a trading volume of 804 million yuan and a turnover rate of 2.00% [1] - The company has seen a net outflow of main funds amounting to 75.74 million yuan, with significant buying and selling activities from large orders [1] Group 2 - For the year 2025, Beiqi Blue Valley achieved an operating income of 15.384 billion yuan, reflecting a year-on-year growth of 56.69% [2] - The net profit attributable to the parent company for the same period was reported at -3.426 billion yuan, showing a year-on-year increase of 23.73% [2] - The number of shareholders as of September 30 is 240,100, which is a decrease of 11.53% from the previous period [2]

Group 1 - The company has decided to revert to traditional mechanical door handle designs for all future models due to the practical shortcomings of hidden door handles, which add significant weight and pose potential safety risks in emergencies [2] - The company has identified that integrated die-casting technology does not reduce manufacturing costs in the domestic market and presents challenges in production flexibility, leading to higher overall costs and insurance premiums for vehicles using this technology [3] Group 2 - In November, the company sold 127,394 new vehicles, marking a year-on-year increase of 3.70% and a month-on-month increase of 9.07%, with 35,999 of these being new energy vehicles, which saw a 15.20% year-on-year increase [5] - From January to November, the company sold 279,530 new energy vehicles, a year-on-year increase of 20.41%, and 411,848 vehicles overseas, reflecting a 45.77% year-on-year growth, achieving record high sales [5] - The cumulative global sales of the company reached 14.7646 million vehicles by November 2024 [5]

12月18日，北汽蓝谷盘中下跌2.08%，截至13:57，报8.00元/股，成交16.42亿元，换手率4.12%，总市值 445.88亿元。 机构持仓方面，截止2025年9月30日，北汽蓝谷十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1.14亿股，相比上期增加4659.34万股。信澳星奕混合A（011188）位居第七大流通股东， 持股3352.17万股，相比上期减少730.90万股。信澳新能源精选混合A（012079）退出十大流通股东之 列。 责任编辑：小浪快报 资料显示，北汽蓝谷新能源科技股份有限公司位于北京市北京经济技术开发区东环中路5号12幢，成立 日期1992年10月6日，上市日期1996年8月16日，公司主营业务涉及纯电动新能源乘用车与核心零部件的 研发、生产、销售和服务。主营业务收入构成为：汽车整车90.72%，车辆运营收入及其他9.28%。 北汽蓝谷所属申万行业为：汽车-乘用车-电动乘用车。所属概念板块包括：整车、星闪概念、储能、充 电桩、一体化压铸等。 截至9月30日，北汽蓝谷股东户数24.01万，较上期减少11.53%；人均流通股20346股，较上期增加 13.04%。20 ...

12月18日，福然德盘中上涨2.06%，截至11:00，报12.89元/股，成交2652.51万元，换手率0.42%，总市 值63.53亿元。 资金流向方面，主力资金净流出125.31万元，大单买入106.88万元，占比4.03%，卖出232.19万元，占比 8.75%。 福然德今年以来股价涨37.85%，近5个交易日涨0.55%，近20日跌3.88%，近60日跌37.67%。 今年以来福然德已经1次登上龙虎榜，最近一次登上龙虎榜为8月12日，当日龙虎榜净买入2091.44万 元；买入总计1.14亿元 ，占总成交额比28.14%；卖出总计9305.19万元 ，占总成交额比22.98%。 资料显示，福然德股份有限公司位于上海市宝山区友谊西路888号(富桥路55号)，成立日期2004年7月8 日，上市日期2020年9月24日，公司主营业务涉及为中高端汽车、家电等行业企业或其配套厂商提供完 整的钢材物流供应链服务,包括采购、加工、仓储、套裁、包装、运输及配送等服务,以及相应的技术支 持服务。主营业务收入构成为：加工配送57.14%，非加工配送41.95%，来料加工及其他0.91%。 福然德所属申万行业为：交通运输- ...

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [1]. Core Insights - The company has successfully transformed into a modular supplier, with its die-casting business entering a harvest period. Revenue is projected to grow significantly, with net profits expected to reach 9.32 billion, 13.34 billion, and 16.97 billion yuan from 2025 to 2027, respectively [5][61]. - The company has seen rapid revenue growth, from 800 million yuan in 2021 to an estimated 4.2 billion yuan in 2024, indicating a strong upward trajectory in the automotive structural parts sector [5][20]. - The company is positioned to become a leading player in the domestic automotive structural parts market, benefiting from the rise of domestic brands and the acceptance of integrated die-casting technology [6][61]. Summary by Sections 1. Company Overview - Founded in 2004, the company has evolved from mold manufacturing to stamping and die-casting, establishing a comprehensive production capability across various automotive components [12]. - The company has a concentrated shareholding structure, with significant ownership by its founders, which enhances management stability and operational efficiency [16]. 2. Market Potential - The stamping parts market in China is approximately 300 billion yuan, with a global market size of about 15 trillion yuan, indicating substantial growth opportunities [6]. - The integrated die-casting market is expected to exceed 10 billion yuan in 2022 and reach 100 billion yuan by 2025, driven by cost reduction and efficiency improvements [35]. 3. Competitive Advantages - The company has a strong focus on technology and management, which has led to high profitability levels. Its production strategy is based on demand-driven expansion, ensuring efficient capacity utilization [48]. - The company has established relationships with key clients, including major domestic automotive manufacturers, which are expected to drive future revenue growth [51][55]. 4. Financial Projections - Revenue is projected to grow from 2.6 billion yuan in 2023 to 11.2 billion yuan by 2027, with a compound annual growth rate (CAGR) of 66.6% from 2020 to 2024 [8][20]. - The company's net profit margin is expected to improve, with net profit projected to reach 1.7 billion yuan by 2027, reflecting a robust growth trajectory [8][61].

凤凰网科技讯12月4日，据湖北日报报道，湖北航特装备制造股份有限公司首创的一体式低压铸造全铝 承载大车架日前正式发布，该成果有望改写行业技术规则。 该车架技术成功攻克了超大型薄壁结构件的工艺极限，首次实现投影面积达4.2平方米、壁厚跨度从4毫 米至50毫米的一体成型全铝车架制造。 据悉，传统全铝车架通常由数十个部件通过焊接、铆接等方式组装而成，工序复杂、成本高昂，而且连 接处往往成为结构刚性与安全性的薄弱环节。 而一体铸造铝合金车架将传统需要数十个部件组装的车架结构，简化为单一整体铸造成型，减少连接薄 弱点，提高了整体结构稳定性及安全性。目前，该技术已率先应用于比亚迪（002594）旗下高端车型仰 望U8L鼎世版。 据了解，一体化压铸带来的优势在于：减重、降本和提高生产效率。因此，成为当前新能源汽车企业争 相采用的技术。 其中，特斯拉Model Y前机舱+后地板均采用一体化压铸技术，使得零件数量由171减少至2个，焊点数 量减少超1600个。此外，小米SU7的后地板也采用大压铸工艺，72个零件变成1个，焊点减少840个。 ...

Financial Performance - The company achieved a revenue of 6.653 billion CNY in the first three quarters of 2025, representing a year-on-year growth of 18.71% [1] - The net profit attributable to shareholders was 210 million CNY, a decline of 21.38% year-on-year, primarily due to increased market competition, decreased order margins, and rising raw material prices [1] - In Q3 2025, the company reported a revenue of 2.383 billion CNY, with a year-on-year growth of 21.05% [2] - The net profit for Q3 was 95.8431 million CNY, showing a slight increase of 2.03% year-on-year, with improved gross margin compared to the previous quarter [2] Customer Structure - The main customer base consists primarily of joint venture brands, with the revenue share from independent brands gradually increasing due to the rising penetration of new energy vehicles [2] - The revenue from joint venture brands has exceeded initial expectations, indicating a dynamic market that the company is actively adapting to [2] Business Operations - The company has invested in four large die-casting machines at its Guangzhou factory, enhancing its production capabilities for new energy vehicle components [2] - The die-casting products contribute to vehicle lightweighting and simplify manufacturing processes, with increasing demand expected as new energy vehicle penetration rises [2] - The internal and external decoration business remains stable, supplying parts to American, Japanese, and independent brands, although profit margins have slightly declined due to industry competition [3] International Expansion - The overseas business accounts for approximately 18% of total revenue, primarily from exports to North America [3] - The company is actively pursuing overseas production capacity in die-casting and internal/external decoration sectors [3] Strategic Planning - The future strategy focuses on strengthening core business areas while exploring new growth avenues, particularly in low-altitude economy and embodied intelligent robotics [4] - The company aims to enhance business scale through capacity investment and vertical/horizontal integration in die-casting and internal/external decoration sectors [4]