（文章来源：证券日报） 证券日报网讯永利股份9月29日在互动平台回答投资者提问时表示，公司参股公司深圳德科精密科技有 限公司主要为模具制造行业提供专业的3D金属打印和3D激光雕刻服务。 ...

Core Viewpoint - Recently, Liling City Certec Mould Co., Ltd. was established with a registered capital of 200,000 RMB, focusing on various manufacturing and sales activities related to molds and special ceramic products [1] Company Summary - The legal representative of the newly established company is Deng Huiqin [1] - The registered capital of the company is 200,000 RMB [1] - The business scope includes mold manufacturing and sales, special ceramic product manufacturing and sales, and sales of construction ceramic products [1] - The company is also involved in the sales of new ceramic materials, building decoration materials, pigment manufacturing and sales, surface functional materials sales, and rare earth functional materials sales [1]

Core Viewpoint - A new company, Danyang Lianlu Moulding Co., Ltd., has been established with a registered capital of 200,000 RMB, focusing on various manufacturing and sales activities related to molds and automotive parts [1] Company Summary - The legal representative of Danyang Lianlu Moulding Co., Ltd. is Wang Lulu [1] - The registered capital of the company is 200,000 RMB [1] - The company operates in multiple sectors including mold manufacturing, automotive parts manufacturing, and sales [1] Business Scope - The business scope includes general projects such as: - Mold manufacturing and sales [1] - Manufacturing and retail of automotive parts and accessories [1] - Remanufacturing of automotive parts [1] - Import and export of goods and technology [1] - Manufacturing and wholesale of hardware products [1] - Sales of electronic products and components [1] - Technical services, development, consulting, and transfer [1] - Manufacturing and sales of metal tools and products [1] - Labor services (excluding labor dispatch) [1]

Core Viewpoint - Tianqi Mould (002510.SZ) announced the termination of the share transfer agreement with Anhui Chaocheng New Materials Technology Co., Ltd., which was intended to transfer approximately 162 million shares, accounting for 17.17% of the company's total share capital [1][2] Group 1: Share Transfer Details - The new share transfer plan involves Hu Jingsheng and seven others transferring their 162 million shares to Xinjiang Jianda Fanyu Industrial Investment Fund Partnership (Limited Partnership) for a total price of 1.03 billion RMB [1][3] - If the transfer is completed, Jianda Fanyu will become the controlling shareholder, and the actual controller will be the Urumqi Economic and Technological Development Zone State-owned Assets Supervision and Administration Commission [1][3] Group 2: Previous Attempts at Change of Control - This marks the fourth attempt by Tianqi Mould to change its controlling shareholder since its listing in 2010, with previous attempts in 2020 and 2023 failing to materialize [1][4][5] - The previous attempts included agreements with the Zhumadian Industrial Investment Group and Huaibei Jianjiu, both of which were ultimately terminated due to lack of progress and fulfillment of conditions [5]

若本次交易顺利完成，将导致天汽模控股股东及实际控制人发生变化，公司控股股东将由胡津生、常世 平、董书新、任伟、尹宝茹、张义生、鲍建新、王子玲变更为建发梵宇，实际控制人将变更为乌鲁木齐 经济技术开发区(乌鲁木齐市头屯河区)国有资产监督管理委员会。 北京商报讯(记者马换换王蔓蕾)9月25日晚间，天汽模（002510）披露公告称，公司控股股东将变更为 新疆建发梵宇产业投资基金合伙企业(有限合伙)(以下简称"建发梵宇")，实际控制人将变更为乌鲁木齐 经济技术开发区(乌鲁木齐市头屯河区)国有资产监督管理委员会。 据悉，9月24日，天汽模控股股东、实际控制人胡津生、常世平、董书新、任伟、尹宝茹、张义生、鲍 建新、王子玲与建发梵宇签署了《关于天津汽车模具股份有限公司之股份转让协议》，胡津生、常世 平、董书新、任伟、尹宝茹、张义生、鲍建新、王子玲拟向建发梵宇转让其持有的上市公司股份合计 1.62亿股无限售条件流通股，占上市公司总股本的15.9367%。同时，任伟承诺自交割日起放弃其持有的 上市公司除其拟转让股份之外的1023.81万股股份(占公司股份总数的1.0085%)所对应的根据法律、法 规、规章及其他具有法律约束力的规 ...

Core Viewpoint - The company announced the termination of the share transfer intention agreement with Anhui Chaocheng New Materials Technology Co., Ltd., which involved the transfer of 162 million shares, accounting for 17.17% of the company's total share capital, due to a lack of consensus on key terms [1] Group 1 - The controlling shareholder and actual controller decided to terminate the agreement originally set for July 9, 2024 [1] - The failure to reach an agreement was attributed to disagreements on the number of shares to be transferred, payment methods, and sources of funds [1] - The termination of the agreement is not expected to have a negative impact on the company's operations and financials [1]

Core Viewpoint - Jiangnan Mould & Plastic Technology announced the release and re-pledging of shares by its controlling shareholder, Jiangyin Mould Group Co., Ltd, indicating ongoing financial maneuvering without impacting the company's operations [1] Summary by Relevant Sections - **Share Pledge Details** - On September 23, 2025, 44.7006 million shares were released from pledge, accounting for 12.88% of the shareholder's holdings and 4.87% of the company's total share capital [1] - Simultaneously, 37.7006 million shares were re-pledged, representing 10.86% of the shareholder's holdings and 4.11% of the company's total share capital, for financial management purposes [1] - **Current Pledge Status** - As of the announcement date, the controlling shareholder and its concerted parties have pledged a total of 74.98% of their holdings, which is equivalent to 28.35% of the company's total share capital [1] - **Impact on Company Operations** - The financing from this pledge is not intended for the company's operations, and the controlling shareholder has the financial capability to meet obligations, indicating no adverse effects on the company [1]

Group 1 - A new company, Huizhou Junyeshun Precision Mould Co., Ltd., has been established with a registered capital of 100,000 RMB [1] - The company's business scope includes various manufacturing and sales activities related to moulds, mechanical parts, hardware products, electronic materials, and more [1] - The company is also involved in the research and development of new materials and offers import and export services for goods [1]

Company Overview - Recently, Okada Mould Technology (Suzhou) Co., Ltd. was established with a registered capital of 2 million RMB [1] - The legal representative of the company is Chen Lu [1] Business Scope - The company operates in various sectors including technology services, development, consulting, and transfer [1] - It is involved in the manufacturing of molds, automotive parts, hardware products, and general components [1] - The company also engages in the production of battery accessories, general equipment, automotive decorative products, and smart vehicle-mounted devices [1] - Additional activities include the manufacturing and sales of gas and liquid separation equipment, industrial automatic control systems, and various other products [1] Research and Development - Okada Mould Technology focuses on research and development in automotive parts, motor and control systems, and new material technologies [1] - The company offers professional design services as part of its R&D initiatives [1]

Investment Rating - The report initiates coverage with a "Buy" rating for the company [3][9]. Core Views - The company is a leading player in the domestic aluminum profile extrusion mold industry, with significant growth potential in overseas markets. The company has expanded its product matrix from mold manufacturing to supporting equipment and precision components, benefiting from the growing application of aluminum profiles across various sectors [8][18]. - The company has demonstrated robust revenue growth, with a compound annual growth rate (CAGR) of 17.5% from 2018 to 2024, increasing revenue from 432 million yuan to 1.136 billion yuan. Net profit also grew at a CAGR of 28.4% during the same period [28]. - The aluminum profile extrusion mold market in China is projected to exceed 6 billion yuan in 2024, with the industry concentrating towards leading players. The company has increased its market share from 3.85% to 7.57% between 2018 and 2024 [41][44]. Financial Data and Profit Forecast - The company is expected to achieve total revenue of 1.136 billion yuan in 2024, with a projected decline of 8.5% in 2025, followed by a recovery with growth rates of 18.6% and 18.8% in 2026 and 2027, respectively [2]. - The forecasted net profit for 2025 is 120 million yuan, with an expected increase to 175 million yuan in 2026 and 242 million yuan in 2027 [2][9]. - The company's earnings per share (EPS) are projected to be 2.00 yuan in 2025, increasing to 2.91 yuan in 2026 and 4.03 yuan in 2027 [2]. Market and Industry Analysis - The report highlights the significant growth in the mold manufacturing industry in China, with the market size expanding from 159 billion yuan in 2011 to 343.4 billion yuan in 2023, reflecting a CAGR of 6.63% [44]. - The aluminum extrusion mold market is expected to benefit from the increasing production of aluminum profiles, which is projected to grow from 19.8 million tons in 2018 to 23.3 million tons in 2024 [8][53]. - The company has established a strong international presence, with overseas revenue reaching 190 million yuan in the first half of 2025, marking a year-on-year growth of 31.91% and accounting for 38.51% of total revenue [8][9]. Business Segments - The company's main revenue sources include aluminum profile extrusion molds and supporting equipment, which together account for approximately 80% of total revenue. The precision mechanical components segment contributes an additional 15% [32][33]. - The revenue from aluminum profile extrusion molds and components is expected to grow from 429 million yuan in 2025 to 617 million yuan in 2027, while the supporting equipment segment is projected to grow from 364 million yuan to 524 million yuan in the same period [10][32].