Core Viewpoint - The company, 德新科技 (603032.SH), clarifies that it does not directly produce solid-state batteries, despite market speculation surrounding this concept [1] Company Overview - The company's subsidiary, 东莞致宏精密模具有限公司, provides high-precision molds and cutting tools for downstream lithium battery manufacturers and new energy equipment manufacturers [1] - The products offered by the subsidiary are designed to meet various production processes, product performance, and application requirements [1]

Core Viewpoint - Qingdao Haitai Technology Co., Ltd. conducted an online meeting with 20 institutions to discuss the company's operations and future prospects, highlighting its focus on automotive injection molds and plastic components [1][2]. Group 1: Company Overview - Qingdao Haitai was established in 2003 with a registered capital of 84.748746 million yuan, specializing in the research, production, sales, and service of automotive injection molds and plastic components [2]. - The company has five wholly-owned subsidiaries and operates both domestically and internationally, with production bases in Thailand and Europe [2]. Group 2: Products and Clients - The main products include automotive interior and exterior injection molds, serving well-known clients such as Yanfeng and Faurecia, and are used in various international and domestic automotive brands, including new energy vehicles [2]. Group 3: Technological Achievements - The company has developed several core technologies in injection molds, such as physical micro-foaming mold technology, and has also pioneered modified materials suitable for micro-foaming injection polypropylene [2]. Group 4: Industry Recognition - Qingdao Haitai has established a strong brand image in the industry, receiving multiple awards from major automotive companies like SAIC General Motors and FAW-Volkswagen, and has been recognized as a key enterprise in China's precision injection mold sector [2]. Group 5: Future Developments - In the first half of 2025, the company is focusing on the research and development of PEEK modified materials, enhancing performance through specific additives [2]. - The company is collaborating with a leading humanoid robot company for mold development, although this project has not yet impacted financial performance [2]. Group 6: Financial and Operational Insights - The Thai factory reported sufficient orders and a saturated capacity utilization rate, generating revenue of 44.6361 million yuan in the first half of 2025 [2]. - The second phase of investment, amounting to 160 million yuan, has been put into production, with an expected annual output value increase of approximately 100 million yuan [2]. - The company anticipates growth in automotive injection molds, plastic components, and high polymer new materials in the second half of the year, with convertible bonds expected to optimize financial structure and enhance net profit [2].

海泰科 摘要 海泰科注塑模具业务营收同比增长 26.3%，改性塑料业务营收同比增长 13.5 倍，但塑料零部件业务营收略有下降，符合预期。新能源汽车相关 订单显著增长 58.8%，显示公司在新能源汽车领域的强劲增长势头。 综合毛利率同比下滑 5 个百分点至 16%，主要原因是价格下滑和新能源 汽车模具价格低于传统燃油车模具价格。新能源汽车模具价格较低是由 于其开发周期短，对供应商反应速度要求高。 泰国工厂持续投资扩产，预计 2026 年达产时，塑料零部件业务年产值 将从目前的 8,000 万元增加到 2 亿至 2.3 亿人民币，显著提升海外业务 贡献。 海泰科积极布局 PEEK 改性材料，计划在合肥建立生产线，并与头部机 器人公司合作开发 PEEK 零部件，主要应用于灵巧手和包覆材料，探索 人形机器人领域的新增长点。 可转债强赎将改善公司财务结构，降低负债水平，提高资本利用效率， 增强财务稳健性。若 9 月 30 日前完成转股，预计每年可节省约 1,000 万元财务费用，对 2025 年净利润产生积极影响。 Q&A 请介绍一下海泰科 2025 年上半年的整体经营情况。 2025 年上半年，海泰科实现营收 3. ...

Company Overview - Founded in 2003 with a registered capital of 84.748746 million yuan [4] - Focuses on R&D, design, manufacturing, sales, and project management of automotive injection molds and plastic parts [4] - Operates 5 wholly-owned subsidiaries, including locations in Thailand and Europe [4] Product and Client Base - Main products include interior and exterior injection molds for vehicles, serving major automotive brands like General Motors, Volkswagen, and BMW [5] - Collaborates with renowned automotive interior and exterior parts companies such as Yanfeng and Magna [5] R&D and Innovation - Holds a total of 105 patents as of June 2025, including 31 invention patents and 74 utility model patents [6][7] - Develops advanced injection mold technologies and modified materials, leading in domestic market [7][8] Recent Developments - In H1 2025, focused on R&D of PEEK modified materials, achieving breakthroughs in lightweight and high-temperature resistant components [10][11] - Established a production base for high polymer materials with an annual capacity of 150,000 tons, expected to be operational by January 2026 [19] Financial Performance and Outlook - In H1 2025, the Thai subsidiary generated revenue of 44.6361 million yuan, with a capacity utilization rate nearing saturation [12] - Anticipates continued growth in injection mold and polymer materials businesses, supported by increased production capacity and market demand [18] Strategic Partnerships and Market Position - Maintains strong relationships with key automotive manufacturers, enhancing market competitiveness [19] - Plans to leverage "mold-plastic integration" to meet customer demands for comprehensive solutions [19] Future Prospects - Positive impact expected from the conversion of convertible bonds on financial structure and profitability [17] - Continued focus on expanding the modified materials segment, with expected revenue growth in the coming year [19]

Core Viewpoint - DeXin Technology (603032.SH) clarified that it does not directly produce solid-state batteries, but its subsidiary provides precision molds and cutting tools for lithium battery production [2][6]. Group 1: Company Overview - DeXin Technology's stock price is currently at 22.62 yuan, with a market capitalization of 5.282 billion yuan [2]. - The company reported a revenue of approximately 251 million yuan for the first half of 2025, representing a year-on-year growth of 90.5% [6]. - The net profit attributable to shareholders for the same period increased by 187.09% to 22.35 million yuan [5][6]. Group 2: Shareholder Activity - The shareholder, Xinjiang Uygur Autonomous Region State-owned Assets Investment and Operation Co., Ltd., recently reduced its stake by selling 2.3351 million shares, accounting for 1% of the total share capital [2]. Group 3: Product Application - The company's precision mold products are primarily used in the lithium battery production process, specifically in the cutting of battery electrodes [6][7]. - The revenue generated from products used in solid-state battery production is very low, with the company stating it accounts for less than 1% of total revenue [7].

Core Viewpoint - The company, 德新科技 (603032.SH), clarifies that it does not directly produce solid-state batteries, despite market speculation regarding its involvement in this trending technology [1] Group 1: Company Operations - The company's subsidiary, 东莞致宏精密模具有限公司, provides high-precision cutting molds and solutions for lithium battery production and new energy equipment manufacturing [1] - The products offered by the subsidiary are designed to meet various production processes, product performance, and application requirements [1]

Core Viewpoint - The company clarifies that it does not directly produce solid-state batteries, despite the current market interest in this concept [1] Group 1: Company Operations - The company's subsidiary, Dongguan Zhihong Precision Mould Co., Ltd., provides high-precision cutting molds and solutions for downstream lithium battery manufacturers and new energy equipment manufacturers [1] - The products offered by the subsidiary meet various production processes, product performance, and application requirements [1]

格隆汇9月1日｜德新科技股票交易异常波动公告，截至本公告披露日，公司注意到目前市场上对于公司 固态电池概念的热点情况。公司特此说明：公司不直接生产固态电池，子公司东莞致宏精密模具有限公 司为下游锂电池生产企业、新能源设备制造企业提供能满足不同生产工艺、产品性能及应用需求的系列 极片自动裁切高精密模具、高精密模切刀等产品及解决方案。 ...

人民财讯9月1日电，二连板德新科技（603032）9月1日晚间发布股票交易异动公告称，公司注意到目前 市场对于公司固态电池概念的关注情况，公司特此说明：公司不直接生产固态电池，子公司东莞致宏精 密模具有限公司为下游锂电池生产企业、新能源设备制造企业提供能满足不同生产工艺、产品性能及应 用需求的系列极片自动裁切高精密模具、高精密模切刀等产品及解决方案。 ...

德新科技股票交易异常波动公告，截至本公告披露日，公司注意到目前市场上对于公司固态电池概念的 热点情况。公司特此说明：公司不直接生产固态电池，子公司东莞致宏精密模具有限公司为下游锂电池 生产企业、新能源设备制造企业提供能满足不同生产工艺、产品性能及应用需求的系列极片自动裁切高 精密模具、高精密模切刀等产品及解决方案。 ...