风险提示 宏观经济波动风险，行业竞争加剧风险，镁合金应用不及预期风险。 公司是模压成型设备龙头，历史业绩稳健增长公司主营模压成型设备，包括高分子材料和轻合金模压成 型设备两大类，高分子设备包括注塑机和橡胶机，轻合金设备包括压铸机和半固态镁合金注射成型机。 2025 年上半年，注塑机收入占比71%，压铸机占比20%，橡胶机占比4%，镁合金设备正在逐步放量 中。公司在 2024 中国塑机制造综合实力 40 强企业排名第二，在压铸机行业中排名靠前，是国内半固态 镁合金注射成型设备龙头。近5 年，公司营收复合增速19.1%，归母净利润复合增速25.8%。 注塑机市场规模稳健增长，公司市场份额稳定提升注塑机属于塑料生产工作母机，广泛应用于汽车、家 电、3C 等各行业，其中汽车占比26%，家电占比25%，通用塑料应用行业占比28%；包装饮料行业占比 12%。全球注塑机市场规模超700 亿元，中国是最大的注塑机生产和消费国。我国注塑机产业正由大国 向强国迈进，近年来注塑机进口规模呈明显下降趋势，同时出口规模呈明显上升趋势。伊之密作为国内 注塑机龙二，近年来市占率稳步提升。和龙头海天国际相比，伊之密注塑机毛利率相差不大，但净 ...

浙江金固股份有限公司投资者关系活动 记录表 编号：20260113 | | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系活动类别 | □新闻发布会 □路演活动 | | ☑ | 现场参观 | | ☑ | 其他（电话会议） | | | 开源证券；华泰柏瑞；国联民生；国泰基金；申万菱信； 东北证券；金鹰基金；中金资管；国海电新；长城基金； | | 活动参与人员 | 同花顺；浦银安盛；交银基金；中邮证券；中欧基金；东 | | | 方财富；上海健顺投资；东吴证券；华泰资产；华安基金； | | | 泰康资产；国投机械；华福证券；中金资管；平安资管； | | 华宝基金 | | | 时间 | 2026年1月5日-1月13日 | | 公司 地点 | | | 形式 | 一对多交流 | | | 一、金固股份基本情况 | | | 公司在2010年于深圳证券交易所上市，是中国车轮制 | | | 造行业的领先企业。以新材料技术为核心驱动力，历经三 | | | 十余年的发展，公司正逐步实现从传统零部件制造商向新 | | | 材料解决方案提供商的战略转型。 | | | （ ...

1月14日，锡南科技涨0.14%，截至发稿，报29.34元/股，成交4771.59万元，换手率4.84%，总市值29.34 亿元。锡南科技股价已经连续9天上涨，区间累计涨幅5.05%。 资料显示，无锡锡南科技股份有限公司位于江苏省无锡市滨湖区胡埭工业园冬青路20号，成立日期2005 年2月3日，上市日期2023年6月27日，公司主营业务涉及汽车轻量化领域铝合金零部件的研发、生产和 销售。主营业务收入构成为：汽车零部件89.08%，其他收入10.92%。 从锡南科技十大流通股东角度 数据显示，中加基金旗下1只基金位居锡南科技十大流通股东。中加专精特新量化选股混合发起式A （021990）三季度新进十大流通股东，持有股数31.64万股，占流通股的比例为0.94%。根据测算，今日 浮盈赚取约1.27万元。连续9天上涨期间浮盈赚取44.61万元。 责任编辑：小浪快报 中加专精特新量化选股混合发起式A（021990）成立日期2024年11月12日，最新规模1.97亿。今年以来 收益5%，同类排名2957/8838；近一年收益72.48%，同类排名769/8089；成立以来收益67.39%。 中加专精特新量化选股混合发起 ...

资料显示，浙江百达精工股份有限公司位于浙江省台州市台州湾新区海城路2399号，成立日期2000年8 月7日，上市日期2017年7月5日，公司主营业务涉及压缩机零部件和汽车零部件的开发、生产与销售。 主营业务收入构成为：压缩机零部件55.37%，汽车零部件41.44%，其他(补充)2.23%，其他0.96%。 1月14日，百达精工盘中下跌2.01%，截至13:40，报13.62元/股，成交1.42亿元，换手率5.05%，总市值 27.54亿元。 资金流向方面，主力资金净流入6.91万元，特大单买入730.36万元，占比5.15%，卖出1260.98万元，占 比8.90%；大单买入4086.86万元，占比28.84%，卖出3549.33万元，占比25.05%。 分红方面，百达精工A股上市后累计派现2.23亿元。近三年，累计派现5661.58万元。 百达精工所属申万行业为：机械设备-通用设备-其他通用设备。所属概念板块包括：汽车轻量化、汽车 零部件、家用电器、新能源车、人形机器人等。 截至9月30日，百达精工股东户数1.35万，较上期减少21.30%；人均流通股14937股，较上期增加 27.06%。2025年1月 ...

截至9月30日，拓普集团股东户数14.37万，较上期增加30.02%；人均流通股12092股，较上期减少 23.09%。2025年1月-9月，拓普集团实现营业收入209.28亿元，同比增长8.14%；归母净利润19.67亿元， 同比减少11.97%。 1月14日，拓普集团盘中下跌2.03%，截至13:08，报72.09元/股，成交17.24亿元，换手率1.35%，总市值 1252.81亿元。 分红方面，拓普集团A股上市后累计派现35.75亿元。近三年，累计派现20.59亿元。 资金流向方面，主力资金净流出1.45亿元，特大单买入1.80亿元，占比10.43%，卖出2.63亿元，占比 15.27%；大单买入4.51亿元，占比26.17%，卖出5.13亿元，占比29.74%。 拓普集团今年以来股价跌6.59%，近5个交易日跌3.62%，近20日涨5.58%，近60日涨5.91%。 资料显示，宁波拓普集团股份有限公司位于浙江省宁波市北仑区大碶街道育王山路268号，成立日期 2004年4月22日，上市日期2015年3月19日，公司主营业务涉及汽车零部件及配件的研发、生产和销售。 主营业务收入构成为：内饰功能件33.7 ...

Group 1 - The first Magnesium-Aluminum Industry High-Quality Development Forum was held in Liuzhou, Guangxi, focusing on leveraging local resource advantages to promote lightweight materials in traditional industries like automotive [1] - The global manufacturing industry is accelerating its transition towards green and lightweight solutions, with magnesium and aluminum alloys being core structural materials in the automotive sector [1] - Magnesium alloys are increasingly applied in automotive, 3C electronics, and robotics due to their excellent specific strength and weight reduction potential, while aluminum alloys have achieved large-scale applications in automotive bodies and aerospace [1] Group 2 - Chongqing University Professor Jiang Bin highlighted that magnesium is the lightest metal structural material, and China's rich magnesium resources support the rapid growth of global magnesium alloy research, which is foundational for industrial applications [1] - Guangxi automotive companies are incorporating lightweight strategies, with Guangxi Automobile Group collaborating with Chongqing University to establish a "New Energy Vehicle Lightweight Engineering Research Center" to tackle key technologies in lightweighting [1][2] - SAIC-GM-Wuling is actively researching modern aluminum and magnesium alloy technologies, achieving a weight reduction of 40% in several vehicle models through the application of aluminum alloys [2]

Core Viewpoint - The company has successfully acquired a 52% stake in Changchun Zhongtuo Molding Technology Co., Ltd. for a total investment of 158 million RMB, marking a significant step in its growth strategy focused on high-quality development [2][4]. Group 1: Investment Details - The company invested 158 million RMB to acquire 52% of Zhongtuo Technology, which has now increased its registered capital to 85 million RMB, with the company contributing 44.2 million RMB [2]. - The acquisition allows the company to become the controlling shareholder of Zhongtuo Technology, which specializes in automotive parts and has established manufacturing bases in Changchun, Chengdu, and Tianjin [2]. Group 2: Business Operations - Zhongtuo Technology is a high-tech enterprise engaged in the research, production, and sales of automotive components, supplying major clients such as Hongqi, Volkswagen/Audi, BMW, Toyota, and others [2]. - The company’s main business includes designing, producing, and selling automotive parts, with significant products like interior components and seats primarily supplied to Brilliance BMW [3]. Group 3: Strategic Implications - The transaction aligns with the company's growth strategy centered on "new" initiatives, enhancing its presence in the lightweight automotive parts sector and diversifying its customer base [4]. - Following the acquisition, Zhongtuo Technology will not have any equity pledges or external guarantees, allowing it to be fully integrated into the company's consolidated financial statements [4].

Core Viewpoint - The company has successfully acquired a 52% stake in Changchun Zhongtuo Molding Technology Co., Ltd. for a total investment of 158 million RMB, marking a significant step in its growth strategy focused on high-quality development [1][3] Group 1: Investment Details - The company invested 158 million RMB to acquire 52% of Zhongtuo Technology, which has now increased its registered capital to 85 million RMB, with the company contributing 44.2 million RMB [1] - The acquisition allows the company to become the controlling shareholder of Zhongtuo Technology, which specializes in automotive parts [1] Group 2: Company Operations - Zhongtuo Technology is a high-tech enterprise engaged in the research, production, and sales of automotive components, with manufacturing bases in Changchun, Chengdu, and Tianjin [1] - The company’s main products include interior parts, seats, lighting, thermal management systems, electric drives, battery modules, and BMS, serving major automotive manufacturers such as Hongqi, Volkswagen/Audi, BMW, Toyota, and others [1] Group 3: Strategic Implications - The transaction aligns with the company's growth strategy centered on "new" initiatives, enhancing its capabilities in lightweight automotive components and diversifying its customer base [3] - The acquisition of Zhongtuo Technology will help the company fill a gap in its product offerings and improve its market coverage, thereby reducing reliance on a single business segment [3] - Post-acquisition, Zhongtuo Technology will not have any share pledges or external guarantees, and it will be included in the company's consolidated financial statements, potentially impacting the company's financial metrics positively [2][3]

Core Insights - The first Magnesium-Aluminum Industry High-Quality Development Forum was held in Liuzhou, Guangxi, focusing on leveraging local resource advantages to promote lightweight materials in traditional industries like automotive [1][3] - The global manufacturing sector is accelerating its transition towards green and lightweight solutions, with magnesium and aluminum alloys being central to this shift [3] Group 1: Industry Trends - Magnesium alloys are gaining traction due to their excellent specific strength and weight reduction potential, finding applications in automotive, 3C electronics, and robotics [3] - Aluminum alloy technology is more mature, already achieving large-scale applications in automotive bodies, chassis, and aerospace [3] Group 2: Strategic Collaborations - Guangxi Automotive Group has established a strategic partnership with Chongqing University to create a "New Energy Vehicle Lightweight Engineering Research Center" aimed at overcoming key technological challenges in lightweight materials [3][5] - SAIC-GM-Wuling has also engaged in modern technology research for aluminum and magnesium alloys, achieving a weight reduction of 40% in several vehicle models through the application of aluminum alloys [3] Group 3: Forum Objectives - The forum aims to deepen technical exchanges, promote the transformation of the latest magnesium and aluminum research outcomes, and facilitate connections among upstream and downstream enterprises in the automotive and materials sectors [5] - Emphasis is placed on strengthening industry-academia-research cooperation to tackle common challenges and inject new momentum into the sustainable development of the industry [5]

作为深耕铝合金及铝合金轻量化产品近40年的企业，立中集团以"新材料和汽车轻量化零部件全球供应商"为 市场定位，在汽车轻量化高端铝合金车轮领域积累了丰富的技术和生产经验。此次成功获得国际知名车企的 项目定点，不仅彰显了客户对公司在高端铝合金车轮产品开发设计、技术质量及生产保障能力的高度认可， 也进一步巩固了公司全球化战略布局的领先优势。公告明确，该项目预计将对公司未来的经营业绩产生积极 影响，有利于提升公司整体盈利能力和市场占有率。 不过，立中集团也在公告中提示了相关风险：客户的定点通知仅为对公司开发和供货资格的认可，不构成最 终订单或销售合同，产品实际供货时间、供货价格、供货数量均以正式供货协议或销售订单为准，存在不确 定性。 公告显示，该项目预计于2027年7月正式量产，项目生命周期长达8年，预计在整个项目周期内实现销售金额 约8.2亿元。同时，本次定点项目不排除后续其他项目共同使用该产品的可能性。 1月12日，立中集团发布自愿性信息披露公告称，其子公司天津立中车轮有限公司收到某国际知名汽车制造 商铝合金车轮项目的定点通知。 ...