近日，达瑞电子在接受机构调研时表示，2026年核心发展方向将把维斯德纳入合并报表，推进双方整合协同，聚力打造轻量化材料平台，重点布局智能手 机、智能眼镜、无人机等端侧AI设备的轻量化材料解决方案。 达瑞电子主要产品是消费电子功能性器件、电子产品结构性器件、3C智能装配自动化设备、新能源结构与功能性组件。 公司历来重视通过研发不断引领创新，调研中，公司明确持续深化"大客户"战略，加大国内外市场开拓力度，力争实现业绩稳步增长与新领域突破。 达瑞电子表示，随着复合材料结构件收入占比提升，电子产品结构性器件业务利润率将逐步改善；新能源板块将聚焦核心客户"提份额、扩品类"，向高附加 值产品拓展，并挖掘海外市场新机会，进一步增强业务盈利水平。目前公司订单稳定，存储涨价未对业务造成重大影响。 （校对/黄仁贵） ...

投资者关系活动记录表 证券代码：300976 证券简称：达瑞电子 东莞市达瑞电子股份有限公司 | 部资源，相互赋能提升，尽快实现彼此产品与技术、市场与 | | --- | | 资源的协同。未来双方联合研发创新型轻量化复合材料结构 | | 件，以满足高端消费电子及新兴 AI 硬件对复杂性能的集成 | | 需求。 | | 3、公司在 2026 年业绩增量方向？ | | 答：公司持续围绕"持续健康经营、寻求战略突破"的 | | 经营方针开展各项工作。持续关注市场变化和客户需求，坚 | | 定推进大客户战略，持续加大国际、国内市场开发力度，努 | | 力提升现有优质战略客户的市场份额，积极拓展国内外头部 | | 客户，致力于为全球标杆客户提供更优质的智能制造综合解 | | 决方案。此外，公司将在 2026 年将维斯德纳入合并报表范围， | | 并尽快推动双方整合协同，聚力打造轻量化材料平台，布局 | | 端侧 AI 设备相关轻量化材料解决方案，力争实现业绩的稳步 | | 增长和新应用领域的突破。 | | 4、公司未来利润率的变化？ | | 答：公司注重高质量增长，通过多种方式持续提升盈利 | | 能力。公司战略并购维 ...

立中集团在公告中强调，此次交易将提升公司对MQP国际的管理协同效率，优化全球化布局。近年 来，立中集团持续通过并购整合延伸产业链，此前已通过收购德国莱茵铝业、巴西轻合金公司等企业， 逐步构建起覆盖欧美亚的产销网络。此次股权收购延续了这一战略逻辑，通过增强对核心子公司的控制 权，提升整体盈利能力与抗风险能力。 添翼数字经济智库高级研究员吴婉莹对《证券日报》记者表示，立中集团将持股比例提升至90%，不仅 强化了对MQP国际的控制权，还有助于进一步整合铝基功能中间合金的全球技术研发与销售资源，提 升该公司在高端材料领域的竞争力与盈利能力。 国研新经济研究院创始院长朱克力对《证券日报》记者表示，立中集团提升持股至90%有助于深化"国 际研发、中国制造、全球销售"的协同，巩固全球市场地位，而分批收购也兼顾了财务稳健性。后续整 合需重点关注治理协同、业务文化融合与风险管控，在尊重其团队与市场规则的基础上平衡股东利益、 融入管理经验，并持续跟踪财务与技术风险，确保将股权优势切实转化为经营效益。 12月29日晚间，立中四通轻合金集团股份有限公司(以下简称"立中集团（300428）")发布公告称，公司 已与凯瑟琳.考特尼遗嘱自 ...

Core Viewpoint - 2025 is a significant year for Ningbo Xusheng Group Co., Ltd. (hereinafter referred to as "Xusheng Group"), as the company transforms challenges into opportunities, actively seizing the competitive high ground in the new round of manufacturing industry competition [1] Group 1: Business Strategy and Development - The company continues to focus on the new energy vehicle (NEV) sector while accelerating the development of new businesses, placing innovation at the core of its overall development strategy [1] - Xusheng Group maintains a robust development through global layout and localized operations, establishing a diversified growth pattern [1] Group 2: Product and Technology Focus - Xusheng Group has long been engaged in the R&D, production, and sales of precision aluminum alloy components, emphasizing lightweight solutions for customers [3] - The company has built core capabilities in material research, process development, and automated production line design, becoming a leading enterprise in the automotive precision aluminum alloy component sector, particularly in the lightweight field for new energy vehicles [3] - Products are widely applicable in NEVs, energy storage, and robotics, covering core components such as vehicle body structure parts and energy storage cabinet structure parts [3] Group 3: Overseas Expansion and New Material Development - Investors are keenly interested in the progress of Xusheng Group's overseas capacity construction and the development of lightweight materials, especially magnesium alloys [4] - The company's Mexico plant has begun production this year, while the Thailand base is under construction and expected to be operational by the second half of 2026 [4] - Xusheng Group has mastered core processes such as semi-solid injection, with products entering the sample verification stage for various applications [4] Group 4: Innovation and Product Enhancement - The company has successfully introduced liquid die forging technology and developed ultra-thin parts, achieving over a 20% weight reduction and significant improvements in NVH (Noise, Vibration, Harshness) performance [5] - The product range has strategically extended from basic structural components to high-value-added system components, enhancing the stiffness of suspension systems and reducing noise and vibration [5] Group 5: Market Position and Financial Performance - Xusheng Group has penetrated both domestic and international leading new car manufacturers, forming deep partnerships with major automotive companies for electrification [5] - In the energy storage sector, the company has developed core components such as energy storage battery shells and heat dissipation modules, achieving a revenue of 300 million yuan, reflecting explosive growth and injecting new momentum for future performance [5]

Core Viewpoint - The report from Huaxin Securities highlights that Hengbo Co., Ltd. is deeply engaged in the automotive and motorcycle intake system sector, while expanding into the new energy business, which opens up growth opportunities [1] Company Overview - The company's main business focuses on automotive and motorcycle intake systems and accessories, with revenue from this segment expected to exceed 90% by the first half of 2025 [1] - Hengbo has established four major industrial bases in Taizhou, Zhejiang; Jiangmen, Guangdong; Tongliang, Chongqing; and Changzhou, Jiangsu, enabling large-scale manufacturing and rapid response capabilities [1] Market Position and Growth Potential - The company is committed to the automotive and motorcycle intake and exhaust system field, with the potential for further market share increase [1] - Hengbo is actively entering the new energy vehicle component market, focusing on high-performance modified materials to tap into the lightweight sector, which is expected to lead to steady growth in performance [1] - The investment rating for the company is set at "Buy" [1]

Group 1 - The core viewpoint of the news is that Ningbo Xusheng Group Co., Ltd. reported a significant increase in net profit for Q3 2025, driven by improved product gross margins, despite a modest revenue growth [2] - In Q3, the company achieved an operating income of 1.13 billion yuan, a year-on-year increase of 0.41%, and a net profit attributable to shareholders of 99.21 million yuan, a year-on-year increase of 70.43% [2] - The management highlighted the progress in overseas capacity construction and the development of lightweight materials, particularly magnesium alloys, as key areas of investor interest [2] Group 2 - The overseas capacity layout includes a factory in Mexico that has started production this year, currently in the ramp-up phase, and a construction project in Thailand that began in July, expected to be operational by the second half of 2026 [2] - In the lightweight materials sector, the company has mastered core processes such as semi-solid injection, with products entering the sample verification stage for various applications, although the magnesium alloy business is still in the introduction phase and has limited contribution to overall performance [3]

Company Overview - The company was established in 2003 and primarily engages in the R&D, production, and sales of components for consumer electronics and new energy vehicle power batteries, as well as related 3C and semiconductor intelligent assembly automation equipment [1] - The revenue from wearable electronic structural components and functional components in consumer electronics has consistently maintained a high position in the company's business structure, accounting for over 60% since 2020 [1] - The gross profit margin for related businesses has remained high, with a gross profit share of over 60% in the past four years, serving as a core driver of the company's profits [1] - As of Q3 2025, the company achieved a revenue of 2.278 billion yuan, representing a year-on-year growth of 28.59%, benefiting from increased income from electronic product structural components and new energy structural and functional components [1] - The company has strategically acquired a professional carbon fiber product manufacturer, which will help extend its strategic layout towards upstream lightweight material ecosystems and solidify its composite material foundation [1] Market Position and Clientele - The company serves leading brands in the consumer electronics sector, leveraging a lightweight material technology platform to establish a first-mover advantage in AI lightweight structural components [2] - The company has seen an overall increase in project share with core clients while adopting a strategy of "old customers with new products, old products with new customers" [2] - Key clients include Samsung, Pegatron, Vitec, Amphenol, Meilun Electronics, Huatong Computer, Taijun Technology, GoerTek, and Luxshare Precision, with products ultimately applied in well-known consumer electronics brands such as Apple, Huawei, OPPO, Jabra, Bose, Sony, Facebook, and Sennheiser [2] - The company has expanded its project share in areas such as foldable smartphones and MR devices, driving overall performance growth [2]

Core Viewpoint - The company, Xingyuan Zhuomei (301398.SZ), has received a supplier designation notification from a domestic electric vehicle manufacturer to develop and supply magnesium alloy powertrain casing components for electric vehicles, with expected sales of approximately 2.021 billion RMB over the next four years from 2026 to 2029 [1] Group 1: Project Details - The project is set to begin mass production in the third quarter of 2026 [1] - The total sales amount for the project is projected to be around 2.021 billion RMB over the period from 2026 to 2029 [1] Group 2: Company Strengths - The notification reflects the client's high recognition of the company's core R&D capabilities, precision manufacturing, and comprehensive service levels [1] - The company focuses on innovative design and alternative applications of lightweight materials in the automotive parts industry, showcasing its competitive advantage in the field of magnesium alloy powertrain components for electric vehicles [1] Group 3: Future Directions - The company plans to continue being research and customer demand-oriented, maintaining close cooperation with industry chain partners to quickly respond to strategic planning and order demands [1] - The company aims to contribute to the green upgrade and high-quality development of the electric vehicle industry [1]

Core Viewpoint - The company, Yizhiming (300415.SZ), indicates a trend of accelerated penetration of lightweight materials in various scenarios such as smart terminals and new energy [1] Group 1: Industry Trends - Lightweight materials are increasingly being adopted in smart terminals and new energy applications [1] - The advantages of semi-solid magnesium alloy forming equipment, including high consistency, high density, and environmental safety, are expected to drive significant growth in this sector [1]

Group 1 - The company is focusing on the research and development of lightweight materials, primarily aluminum and magnesium alloys [2] - The application of these lightweight components is being expanded beyond the automotive industry to sectors such as transportation, 5G, marine equipment, and low-altitude aircraft [2]