Core Viewpoint - The company is actively expanding its business in the marine engineering and high-tech shipbuilding sectors, with some orders already signed in this area [1] Group 1 - The marine engineering and high-tech shipbuilding sectors are identified as important areas for the company's product and technology expansion [1] - The company is currently working on developing related business in these sectors [1] - Specific operational data will be provided in the company's official announcements [1]

（编辑 姚尧） 证券日报网讯 锡装股份9月19日在互动平台回答投资者提问时表示，公司拥有挪威及德国DNV·GL、法 国BV和英国LR等国际著名船级社的企业资质认证。公司已签订单中有部分来自该领域，目前公司正积 极开拓该领域的相关业务。 ...

Group 1 - The company Xi'an Filter Metal Filter Materials Co., Ltd. (referred to as "Filter") plans to undertake a significant asset restructuring, with its stock suspended from trading starting September 22 and expected to resume by October 21 [1] - Filter specializes in the research, production, and sales of metal fibers and their products, as well as metal nets and related processing services, with applications in various sectors including environmental protection, non-ferrous metallurgy, new energy, chemical industry, machinery, and transportation [1] - The company is recognized as a "little giant" enterprise by the Ministry of Industry and Information Technology and has been involved in key national projects, indicating its importance in the field of porous metal materials [1] Group 2 - In the first half of 2025, Filter achieved operating revenue of 58.6562 million yuan, representing a year-on-year increase of 13.24% [2] - The net profit attributable to shareholders was -31.1221 million yuan, a decrease of 88.45% year-on-year, primarily due to increased inventory impairment provisions and higher R&D expenditures [2] - The increase in inventory impairment was influenced by intensified market competition and fluctuations in product prices [2]

Group 1 - The core point of the article is that Zhongchao Holdings (002471.SZ) announced that its subsidiary, Jiangsu Zhongchao Hangyu Precision Casting Technology Co., Ltd. (referred to as "Jiangsu Precision Casting"), has successfully been selected for a project based on a digital twin system for intelligent casting production line scenarios of large turbine casings for aircraft engines [1] Group 2 - The project was included in the list of demonstration projects for cutting-edge technology application scenarios for the year 2025, as published by the Jiangsu Provincial Department of Science and Technology and the Jiangsu Provincial Development and Reform Commission [1]

Group 1 - The core point of the article is that Zhongchao Holdings (002471.SZ) announced that its subsidiary, Jiangsu Zhongchao Hangyu Precision Casting Technology Co., Ltd. (referred to as "Jiangsu Precision Casting"), has successfully been selected for a project based on a digital twin system for intelligent casting production lines of large turbine casings for aircraft engines [1] Group 2 - The project was included in the list of demonstration projects for frontier technology application scenarios for the year 2025, as published by the Jiangsu Provincial Department of Science and Technology and the Jiangsu Provincial Development and Reform Commission [1]

Group 1 - The company held a half-year online performance briefing on September 19, 2025, with participation from investors through the "Investor Relations Interactive Platform" [1] - The company upgraded its precision processing technology, improving efficiency, reducing costs, and enhancing product profitability while narrowing the performance gap with imported products [1] - The company reported stable cooperation with core customers and normal order fulfillment [1] Group 2 - The company is optimistic about the long-term development of the robotics industry, having received small batch orders from clients like Zhiyuan and proactively entering the legal service robotics sector [2] - In the humanoid robotics sector, the company offers various products and has secured small batch formal orders and project designations from both domestic and international clients [2] - The company possesses strong customer resources, technical expertise, quality control capabilities, and stable production capacity in the automotive parts manufacturing sector, aligning with the lightweight requirements of vehicles [2] Group 3 - The company reported sufficient orders in the commercial aerospace sector and anticipates steady growth in the humanoid robotics business [3] - As of September 10, 2025, the company had 22,879 shareholders, and it ensured compliance with regulations during the investor interaction, maintaining the integrity of information disclosure [3]

Group 1: Company Expansion and Production Capacity - The company is expanding multiple bases due to high order volumes and anticipated capacity shortages, particularly focusing on overseas strategic layout and international market expansion, especially in North America [1][4] - The Vietnam production base has already commenced operations, while the construction of the Daqiao production base is progressing and is expected to be operational next year [2][3] Group 2: Future Growth Drivers - Future growth points include the establishment of the Vietnam production base to enhance international order acceptance and delivery capabilities, and the joint venture with Weir Group to explore oil and gas markets [4][5] - The company aims to enhance product diversity and core competitiveness by investing in the Daqiao production base, which is expected to be operational next year [4][5] Group 3: Market Opportunities and Applications - The biomass power generation market is growing steadily, driven by global carbon neutrality goals, with the company’s anti-corrosion and wear-resistant welding equipment enhancing the performance and lifespan of biomass combustion equipment [5] - The oil and gas market is expanding due to increasing demand for bimetallic composite pipes, particularly in corrosive environments, with the company’s welding technology being a key process [5][6] Group 4: Revenue Sources and Market Presence - As of June 30, 2025, significant revenue sources outside of waste incineration include coal powder boilers, biomass power generation, and thermal power generation [6] - The company’s overseas revenue is primarily from the UAE, the USA, Japan, Brazil, and India [6][7] Group 5: Product Applications and Industry Impact - The company’s products are applicable in deep-sea environments, offshore drilling platforms, and oil pipelines, significantly reducing the risk of leaks and operational accidents [7] - The anti-corrosion and wear-resistant technology can also be applied in various industrial sectors, including energy, chemicals, metallurgy, and paper-making [7]

Financial Performance - In the first half of 2025, the company achieved a total revenue of 904 million CNY, representing a year-on-year increase of 26.90% [2] - The net profit attributable to shareholders was 160 million CNY, up 79.78% year-on-year [2] - The net profit excluding non-recurring gains and losses reached 148 million CNY, with a year-on-year growth of 96.46% [2] Product Performance - Revenue from tool products reached 746 million CNY, marking a 38.08% increase and accounting for 82.55% of total revenue [3] - The revenue from grinding and polishing materials was 85.79 million CNY, a 23.16% increase, representing 9.49% of total revenue [3] - The sales volume of micro-drills (0.2mm and below) accounted for 28.09%, while coated drill needles made up 36.18% of sales [4] Production Capacity and Expansion - The current monthly production capacity for drill products has exceeded 100 million units, with plans for further capacity expansion based on market demand [5][6] - The Thai factory is expected to reach a maximum capacity of 15 million units after adjustments, with 3 million units currently operational [7] Market Trends and Challenges - The demand for drill needles in the AI sector is increasing due to higher technical and quality requirements for PCB boards [8] - The average price of drill products is stable and showing an upward trend due to a focus on high-end product development [10] - Rising tungsten prices have impacted production costs, prompting the company to adjust pricing and enhance internal efficiency [11] Strategic Initiatives - The acquisition of German PCB tool manufacturer MPK Kemmer is aimed at integrating core technology and expanding into the European market [12] - The company is advancing a self-research and production strategy for key materials to mitigate supply shortages [13] - Plans for development in the field of embodied robotics focus on high-precision grinding equipment and core components [14]

Group 1 - The company, Rongtai Co., Ltd. (605133.SH), announced during its performance briefing that it will start focusing on robot components as a second main business starting in 2024 [1] - One of the development directions for the company is the metal casing for robots, which is a key area of focus [1] - The sales department is intensifying market development efforts with major domestic robot companies, and there has been substantial progress in technical exchanges regarding the transition from precision machining to die-casting for robot metal casings [1]

锡装股份（001332.SZ）9月19日在投资者互动平台表示，公司拥有挪威及德国DNV·GL、法国BV和英 国LR等国际著名船级社的企业资质认证。公司已签订单中有部分来自该领域，目前公司正积极开拓该 领域的相关业务。 每经AI快讯，有投资者在投资者互动平台提问：目前公司在高技术船舶的领域的产品技术取得那些突 破？ （记者 王晓波） ...