证券代码：002101 证券简称：广东鸿图 广东鸿图科技股份有限公司投资者关系活动记录表 编号：2025-07 | | □特定对象调研□分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访□业绩说明会 | | 类别 | □新闻发布会□路演活动 | | | □现场参观 | | | ■其他（券商策略会） | | 参与单位名称及 | 东吴证券、毅远基金、汇丰晋信基金、开源证券、中金公司、泰康 | | 人员姓名 | 资产、中信建投证券、长盛基金 | | 时间 | 2025 年 11 月 4 日-5 日；2025 年 11 月 12 日-13 日 | | 地点 | 上海、北京 | | 上市公司接待人 | 副董事长兼董事会秘书 廖坚 | | 员姓名 | | | | 1、公司近期经营情况介绍？ | | | 答：公司今年前三季度实现营收 66.53 亿元，同比增长 18.71%； | | | 实现归母净利润 2.1 亿元，同比下降 21.38%；利润下滑的主要原因 | | | 是受市场业务客户年降力度加大、订单毛利下降、原材料价格上涨 | | | 等因素影响。 | | 投资者关系活动 | 从单季度来 ...

在全球新能源汽车与智能装备产业快速发展的背景下，一体化压铸作为行业公认的"颠覆式制造工艺"，正成为决定未来竞争格局的关键技术高地。国际 上，特斯拉在北美率先实现大型一体化压铸车身量产，欧洲多家高端汽车品牌也同步推进轻量化结构件研发；国内方面，宁德时代与主流车企联合开 展"CTC结构+一体化压铸"项目，产业链集中攻关关键模具材料与近净成形技术，呈现百亿级资本投入、千亿级市场潜力的系统化布局态势。 四大核心部件整体突破，引领模具系统性能全面提升。天工国际在核心部件技术上实现全面突破：浇口套采用高致密粉末材料与优化内置水路设计，在高 温高速金属液冲刷下仍能长期稳定运行，显著提升铸造质量；冲头通过热等静压近净成形工艺全面升级耐磨性与抗热疲劳能力，满足新能源汽车高压高频 压铸需求；料筒内壁精度高、表面光洁，保证金属液流动均匀稳定、减少缺陷发生；分流锥经过结构优化与材料性能提升，实现金属液均匀分配、降低卷 气与局部凝固、提高铸件致密度。整体性能提升不仅有效帮助客户提高生产效率、降低成本，也显著提升产品一致性与良品率，为国内高端压铸行业树立 了中国样本。 市场规模迎来高速增长，布局千亿级未来赛道。随着一体化压铸快速扩张，浇 ...

Core Viewpoint - The 19th Shanghai International Die Casting and Nonferrous Casting Exhibition showcased the latest technologies and trends in the die casting industry, with a record exhibition area of 49,200 square meters and participation from 583 top global companies [1] Group 1: Industry Challenges and Solutions - At the "Die Casting Industry Chain Technology Development Forum," Dr. Lv Zongliang from Wanyu Technology presented a comprehensive solution addressing six major challenges in friction stir welding (FSW) within the die casting industry, including issues like burrs, internal tunnel defects, and low welding efficiency [3] - Wanyu Technology proposed a one-stop technical response plan to tackle these challenges effectively [3] Group 2: Product Highlights - The 50-bridge dynamic gantry FSW equipment, designed specifically for aluminum casting welding, occupies only 2.5×2.0 meters and can weld aluminum materials up to 10mm thick, integrating constant torque, constant pressure, and cost reduction for various applications [5] - An intelligent non-destructive testing robot was developed in collaboration with leading industry companies to identify internal defects in weld seams, achieving precision superior to X-ray methods [7] - Wanyu Technology introduced a specialized FSW welding solution for magnesium alloy castings, successfully transitioning from laboratory testing to mass production, with notable products displayed at the exhibition [9] Group 3: Welding Tools and Cost Reduction - Wanyu Technology has developed over 1,000 types of stirring heads, which are crucial for the performance and efficiency of welding joints, and has implemented diverse cost reduction strategies to significantly lower the production costs of welding consumables [11] - A special promotion for stirring heads was launched to celebrate the company's tenth anniversary, offering a "trade-in" program for used parts [11] Group 4: Industry Trends and Future Directions - The exhibition not only highlighted cutting-edge technologies in the die casting industry but also facilitated deeper integration across the industry chain through various activities, promoting the advancement of green and intelligent manufacturing [13] - The Chinese die casting industry is progressing towards the high end of the global value chain, providing essential support for strategic sectors such as automotive lightweighting and aerospace [13]