Investment Rating - The report assigns a "Buy" rating to the company, with a target price of 28.91 CNY based on a projected PE of 19.0x for 2025 [3][4]. Core Insights - The company is positioned as a leading player in the domestic automotive aluminum alloy die-casting market, with a stable main business and high certainty of profit growth following the acquisition of Zhuoerbo. The future expansion into humanoid robotics is expected to broaden the company's growth potential [1][2]. - The aluminum die-casting market is anticipated to double in size, driven by the increasing demand for lightweight materials in the automotive sector, particularly in the context of the growing new energy vehicle (NEV) industry [1][2]. Summary by Sections 1. Core Business and Profit Growth - The company primarily engages in the R&D, production, and sales of aluminum and zinc alloy precision die-casting parts, with the automotive die-casting segment accounting for 96.47% of revenue in 2024 [13][16]. - The company has experienced rapid revenue growth, with a CAGR of 28.14% from 2021 to 2024, and a projected revenue of 79.51 billion CNY for 2025 [16][40]. 2. Market Dynamics and Growth Potential - The automotive aluminum die-casting market is expected to see significant growth due to the lightweighting trend, particularly in NEVs, with the domestic market projected to reach 3000-4000 billion CNY by 2025 [1][45]. - The company is actively expanding its product offerings to include larger die-casting components, which will enhance the value per vehicle and drive revenue growth [2][57]. 3. Strategic Acquisitions and Future Ventures - The acquisition of Zhuoerbo is aimed at entering the micro-motor sector, enhancing the company's capabilities in producing precision components for both NEVs and robotics [2][3]. - The establishment of a subsidiary focused on humanoid robotics is expected to capture growth opportunities in lightweight structural components and motor stators [2][3]. 4. Financial Projections and Valuation - Revenue projections for 2025-2027 are 79.51 billion CNY, 105.02 billion CNY, and 127.12 billion CNY, with corresponding net profits of 11.74 billion CNY, 14.89 billion CNY, and 18.76 billion CNY [3][4]. - The company's PE ratios are projected to decrease from 19.0x in 2025 to 12.5x in 2027, indicating potential for valuation improvement [3][4].

美力科技晚间公告，股东长江资本计划在公告披露后的3个月内通过集中竞价交易方式减持公司股份不 超过211.07万股，占公司总股本的1%。长江资本目前持有公司股份358.21万股，占公司总股本的1.7%。 减持原因是自身资金需求，减持价格将根据市场价格确定。长江资本承诺严格履行相关减持规定，减持 计划不违反此前的承诺。此次减持不会影响公司治理结构及持续经营。公司将根据相关法律法规及时履 行信息披露义务，提醒投资者注意投资风险。 ...

Core Points - Jiangsu Zhongchao Holdings Co., Ltd. held its 27th meeting of the 6th Board of Directors on September 23, 2025, and unanimously approved a guarantee limit proposal for its subsidiary Jiangsu Jingzhu [1] - The company plans to provide guarantees of up to 10 million yuan, 5 million yuan, and 10 million yuan to Yixing Rural Commercial Bank, AVIC Finance Leasing, and Bank of China Yixing Branch, respectively, totaling no more than 25 million yuan [1] - As of the announcement date, the actual guarantee balance for Jiangsu Jingzhu is 17.33 million yuan, with the new limit accounting for 2.62% of the company's most recent audited net assets attributable to the parent company [1] - The total external guarantees provided by the company and its subsidiaries exceed 100% of the most recent audited net assets, with the actual guarantee amounting to 1.547 billion yuan, representing 90.15% [1] - The proposed guarantees are subject to approval by the shareholders' meeting [1]

南财智讯9月23日电，派克新材公告，公司计划使用不超过30,000万元的闲置自有资金进行委托理财， 旨在提高资金使用效率和资产回报率。投资将集中在安全性高、流动性好的理财产品上，不涉及风险投 资。公司已于2025年8月29日召开第四届董事会和监事会会议审议通过此议案，无需提交股东大会审 议。同时，公司将采取多种措施控制投资风险，确保资金安全。 ...

Group 1 - Guangzhou Nansha Yongsheng Metal Co., Ltd. has been established with a registered capital of 200,000 RMB [1] - The company's business scope includes the sale of metal materials, processing of metal and non-metal waste, and sales of various metal products [1] - Additional operations include the sale of high-performance non-ferrous metals and alloys, as well as urban construction waste disposal services [1]

汇添富添添鑫多元收益9个月持有混合A（017298）基金经理为宋鹏、刘通。 截至发稿，宋鹏累计任职时间4年30天，现任基金资产总规模228.99亿元，任职期间最佳基金回报 14.81%， 任职期间最差基金回报-2.12%。 9月23日，东睦股份跌5%，截至发稿，报31.54元/股，成交6.30亿元，换手率3.15%，总市值199.14亿 元。 资料显示，东睦新材料集团股份有限公司位于浙江省宁波市鄞州工业园区景江路1508号，成立日期1994 年7月11日，上市日期2004年5月11日，公司主营业务涉及粉末冶金结构零件,主要应用于汽车(包括轿 车)、家用制冷压缩机(空调和冰箱)、摩托车、电动工具、办公机械和工程机械等。主营业务收入构成 为：粉末压制成形43.04%，金属注射成形41.18%，软磁复合材料15.16%，其他(补充)0.61%。 从基金十大重仓股角度 数据显示，汇添富基金旗下1只基金重仓东睦股份。汇添富添添鑫多元收益9个月持有混合A（017298） 二季度减持9600股，持有股数23.55万股，占基金净值比例为1.98%，位居第四大重仓股。根据测算，今 日浮亏损失约39.09万元。 汇添富添添鑫多元 ...

天眼查App显示，近日，广东华创瑞盈铜材有限公司成立，法定代表人为廖翠婷，注册资本500万人民 币，经营范围为一般经营项目是：金属材料销售；金属材料制造；金属矿石销售；金属制品销售；有色 金属合金制造；有色金属合金销售；销售代理；机械设备销售；供应链管理服务；信息咨询服务（不含 许可类信息咨询服务）；市场营销策划；会议及展览服务；商业综合体管理服务；企业管理咨询；专业 设计服务；图文设计制作；贸易经纪；国内货物运输代理；技术进出口；互联网销售（除销售需要许可 的商品）；货物进出口。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动），许可经营 项目是：食品销售。（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相 关部门批准文件或许可证件为准）。 ...

Group 1 - The core viewpoint of the news is that Jiangsu Rongtai Industrial Co., Ltd. experienced a decline in stock price, with a drop of 5.08% to 42.81 CNY per share, and a total market capitalization of 12.107 billion CNY [1] - The company specializes in the research, production, and sales of aluminum alloy precision die-casting parts, with its main business revenue composition being 81.14% from automotive, 8.61% from molds, 6.81% from equipment, 3.24% from other sources, and 0.20% from motorcycles [1] Group 2 - From the perspective of fund holdings, Hengyue Fund has a significant position in Rongtai shares, with its Hengyue Smart Technology Mixed A Fund holding 34,300 shares, accounting for 4.75% of the fund's net value, ranking as the fifth largest holding [2] - The Hengyue Smart Technology Mixed A Fund has achieved a year-to-date return of 28.1% and a one-year return of 78.85%, with a total fund size of 25.3762 million CNY [2] - The fund manager, Yang Zao, has been in position for 1 year and 312 days, with the best fund return during this period being 37.92% and the worst being -22.56% [2]

9月23日，宜安科技跌5.07%，截至发稿，报17.79元/股，成交5.74亿元，换手率4.59%，总市值122.83亿 元。 资料显示，东莞宜安科技股份有限公司位于广东省东莞市清溪镇银泉工业区，成立日期1993年5月27 日，上市日期2012年6月19日，公司主营业务涉及铝合金、镁合金等轻合金精密压铸件的研发、设计、 生产和销售。主营业务收入构成为：铝制品59.60%，镁制品37.77%，其他(补充)2.63%。 从宜安科技十大流通股东角度 数据显示，景顺长城基金旗下1只基金位居宜安科技十大流通股东。景顺长城研究精选股票A （000688）二季度增持938.67万股，持有股数1263.49万股，占流通股的比例为1.84%。根据测算，今日 浮亏损失约1200.32万元。 景顺长城研究精选股票A（000688）成立日期2014年8月12日，最新规模26.06亿。今年以来收益 62.01%，同类排名185/4220；近一年收益119.55%，同类排名225/3814；成立以来收益202.16%。 景顺长城研究精选股票A（000688）基金经理为江山。 截至发稿，江山累计任职时间4年43天，现任基金资产总规模108 ...

Company Overview - Jiangsu Jingyan Technology Co., Ltd. is located in Changzhou, Jiangsu Province, and was established on November 29, 2004. The company went public on October 19, 2017. Its main business involves MIM products, with recent expansions into transmission, precision plastics, heat dissipation, intelligent manufacturing services, and electronic manufacturing sectors [1]. Business Composition - The revenue composition of the company's main business is as follows: MIM components and assemblies account for 59.24%, transmission and heat dissipation components and others make up 25.79%, precision plastic components and assemblies represent 7.99%, other supplementary products are 4.27%, and end products constitute 2.71% [1]. Fund Holdings - According to data, one fund under China Ocean Fund holds a significant position in Jingyan Technology. The China Ocean Dividend and Growth Mixed Fund (398011) held 190,000 shares in the second quarter, representing 3.91% of the fund's net value, making it the fifth-largest holding. The estimated floating loss today is approximately 526,300 yuan [2]. Fund Performance - The China Ocean Dividend and Growth Mixed Fund (398011) was established on June 16, 2005, with a current scale of 190 million yuan. Year-to-date, it has achieved a return of 27.86%, ranking 3312 out of 8172 in its category. Over the past year, it has returned 85.13%, ranking 1060 out of 7995, and since inception, it has returned 313.83% [2]. Fund Management - The fund manager of the China Ocean Dividend and Growth Mixed Fund (398011) is Qiu Hongli, who has been in the position for 11 years and 191 days. The total asset size of the fund is currently 331 million yuan, with the best return during her tenure being 111.1% and the worst being -50.72% [3].