证券日报网讯12月12日，方大特钢（600507）在互动平台回答投资者提问时表示，公司现阶段侧重于横 向规模扩张，也在积极关注上下游产业链优质标的垂直整合机会，但公司较为审慎地对待多元化发展。 ...

Core Viewpoint - The company Snow Dragon Group plans to establish a wholly-owned subsidiary, Ningbo Snow Dragon Aluminum Magnesium Technology Co., Ltd., with a registered capital of 100 million RMB to enhance its vertical integration in the die-casting product segment and reduce reliance on external processing [1][3][4]. Group 1: Investment Overview - The investment involves setting up a wholly-owned subsidiary with a registered capital of 100 million RMB, funded by the company's own resources [2][6]. - The establishment of the subsidiary has been approved by the company's board of directors and does not require shareholder approval [3][5]. Group 2: Strategic Intent - The investment aims to control the supply chain of core die-casting components, improve production stability and efficiency, and optimize cost structures [3][10]. - The subsidiary will leverage existing technological expertise and industry resources to expand into external markets for aluminum and magnesium die-casting products, moving beyond solely supporting the parent company [3][10]. Group 3: Company Structure and Management - The new subsidiary will be a limited liability company located in Ningbo, with its operational scope including the manufacturing of aluminum and magnesium die-casting parts, automotive components, and related research and development [7][8]. - The subsidiary will not have a board of directors but will have an executive director appointed by the shareholder, with management personnel selected from the parent company or hired externally [8]. Group 4: Financial Impact - The investment is expected to be included in the company's consolidated financial statements but will not significantly impact the company's financial status or operational results in the current fiscal year [10].

Core Viewpoint - Xuelong Group (603949) plans to establish a wholly-owned subsidiary, Ningbo Xuelong Aluminum Magnesium Technology Co., Ltd., with a registered capital of 100 million yuan, to vertically integrate its supply chain in the die-casting segment [1] Group 1: Investment and Strategic Goals - The investment aims to enhance control over the supply of core die-casting components, reducing reliance on external processing [1] - The move is expected to improve production stability and timeliness, optimizing production processes and cost structures [1] - This initiative will strengthen the company's competitive position in the commercial vehicle cooling system core components sector [1]

格隆汇12月10日丨雪龙集团(603949.SH)公布，公司拟投资设立全资子公司"宁波雪龙铝镁科技有限公 司"，注册资本1亿元，公司以自有资金出资。 本次对外投资系公司围绕主业进行产业链垂直整合，向压铸产品环节延伸布局，减少对外协加工的依 赖，优化生产流程与成本结构；同时积极拓展铝、镁压铸产品的外部市场，培育新的利润增长点，契合 公司长期多元化发展战略规划。 ...

本次对外投资设立全资子公司，核心系公司围绕主业进行产业链垂直整合，向压铸产品环节延伸布局。 此举首先旨在自主掌控核心压铸零部件的供应环节，减少对外协加工的依赖，提升产品生产的稳定性与 时效性;同时通过压铸业务的自主化运营，优化生产流程与成本结构，进一步强化公司在商用车冷却系 统核心部件领域的产业链竞争力。此外，子公司将依托公司现有的技术积淀与行业资源，积极拓展铝、 镁压铸产品的外部市场，打破单一为母公司配套的业务模式，培育新的利润增长点，实现压铸业务的市 场化与规模化发展。 雪龙集团（603949）(603949.SH)发布公告，公司拟投资设立全资子公司"宁波雪龙铝镁科技有限公 司"(具体名称以工商核准登记的为准)，注册资本1亿元，公司以自有资金出资。 ...

Core Viewpoint - Xuelong Group (603949.SH) plans to establish a wholly-owned subsidiary, Ningbo Xuelong Aluminum Magnesium Technology Co., Ltd., with a registered capital of 100 million yuan, to vertically integrate its supply chain and extend its layout into the die-casting product segment [1] Group 1: Investment and Subsidiary Establishment - The investment aims to enhance the company's control over core die-casting component supply, reducing reliance on external processing [1] - The establishment of the subsidiary will optimize production processes and cost structures, strengthening the company's competitiveness in the commercial vehicle cooling system component sector [1] Group 2: Market Expansion and Business Model - The subsidiary will leverage existing technological expertise and industry resources to expand into external markets for aluminum and magnesium die-casting products [1] - This move aims to diversify the business model beyond solely supporting the parent company, fostering new profit growth points and achieving market-oriented and scaled development in the die-casting business [1]

Core Viewpoint - The company plans to invest 100 million yuan to establish a wholly-owned subsidiary, Ningbo Xuelong Aluminum Magnesium Technology Co., Ltd, to enhance vertical integration in its industry chain and extend its layout into the die-casting product segment [1] Group 1 - The investment aims to gain control over the supply of core die-casting components, reducing reliance on external processing [1] - The move is expected to improve production stability and timeliness [1] - By operating the die-casting business independently, the company seeks to optimize production processes and cost structures [1] Group 2 - The initiative is designed to strengthen the company's competitiveness in the core components of commercial vehicle cooling systems [1]

证券代码：002429 证券简称：兆驰股份 深圳市兆驰股份有限公司 投资者关系活动记录表 编号：2025-006 （五）公司 LED 产业链业务核心竞争力是什么？具体体现在哪些 关键方面？ 2025年下半年，公司已启动 PCB印制电路板生产线投资建设工作。 这一决策的核心逻辑在于，PCB 产线建设是公司践行全链条协同战略 的核心举措，该战略旨在巩固技术整合优势、强化供应链自主可控能力。 通过自建产线，公司可进而提升产业链各环节的协同性，提高产品一致 性、缩短研发周期，加速光模块与高端显示产品量产进程。该布局不仅 增强了公司在光通信及 Mini/Micro LED 领域的生产管控与工艺技术 实力，为新兴业务扩张提供可靠配套支撑；更重要的是，作为产业链关 键配套环节，自建 PCB 产线有助力核心产品性能与良率提升，进而全 面增强公司在光模块及高端显示领域综合竞争力。因此，PCB 产线建设 是公司基于自身核心业务和产业链布局进行的战略性投入。 （三）市场普遍认为 200G 及以下低速光模块技术门槛低、毛利率 不高，多家同行明确表示不愿投入资源，请问兆驰股份为何仍将低速模 块作为重要战略方向？ 200G 及以下低速光 ...

当下，新能源行业热度持续攀升，每一场收购都备受瞩目。锂电隔膜龙头恩捷股份(002812.SZ)这次出手，瞄准了产业链上游的"命门"。11月30日，公司公 告称，拟发行股份收购中科华联全部股权，收购青岛中科华联新材料股份有限公司(下称：中科华联)100%股权，并募集配套资金。 要知道，此次收购标的中科华联，是国内为数不多能提供湿法隔膜整线解决方案的企业，堪称行业"卖铲人"，其作为专精特新"小巨人"企业的特质，有望 助力恩捷股份在下一代电池材料领域进一步巩固其关键地位。这也意味着，此次交易若顺利完成，恩捷股份将达成从隔膜材料到核心生产设备的全链条闭 环布局。 由于筹划收购，恩捷股份自12月1日开市起停牌，预计在不超过10个交易日的时间内披露本次交易方案。截至11月28日收盘，恩捷股份股价报55.35元/股， 市值544亿元。 资深企业管理专家、高级经济师董鹏认为，恩捷股份此次收购远非简单的产能扩张，而是中国锂电材料行业进入"深水区"竞争的战略标志。其核心逻辑是 从单一的"产品竞争"升维至"核心技术装备自主可控的供应链体系竞争"。此次收购，不仅能够构筑极深的技术护城河和成本优势，更能打通从设备研发到 材料工艺的协同 ...

(原标题：福立旺(688678.SH)：积极开展钨丝母线的研发) 格隆汇12月3日｜福立旺(688678.SH)在互动平台表示，1、公司严格遵守信息披露规则，不存在应披露末披露事项。2、股东信息请以公司公告为 准。3、消费电子业务正常运营，新耳机项目已批量出货；四季度经营情况请关注后续公告；客户合作信息涉及商业保密条款不便披露。4、公司 积极开展纠丝母线的研发，通过先进的冷拉工艺技术生产出直径更细、强度更高的钨丝，能够满足高精度应用需求，逐步导入下游客户并实现批 量出货；另一方面，公司致力于产业链的垂直整合，在对高强度母线深入研究的同时，进一步拓展至其上游原材料盘条研发，通过在盘条研发过 程中掌握的核心技术，新开发了高强度桥梁缆索盘条产品，拓展了新的应用领域，该产品在2025年6月已开始出货。5、机器人业务合作方因保密 协议暂不便公开；送样金额及量产时间请关注后续公告；华辰设备进展请以公告为准。 相关ETF | 食品饮料ETF | | --- | | (产品代码: 515170) | | ★ 跟踪：中证细分食品饮料产业主题指数 | | 近五日涨跌： -0.34% | | 市盈率: 20.61倍 | | 资金流 ...