伊之密（300415.SZ）8月26日在投资者互动平台表示，公司半固态镁合金注射成型机产品主要是为满足 新能源汽车高性能、轻量化镁合金铸件而设计的智能装备，目前，该设备主要应用于生产新能源汽车用 零部件，如新能源汽车的电机零件、中控仪表盘横梁等，以及消费电子领域零部件、自行车前叉、两轮 电动车轮毂等部件的制造等。随着应用技术的进一步发展，该设备的应用场景有望进一步扩展。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司的压铸设备能不能加工PEEK材料？有没有 这样的订单？ ...

Group 1: Company Overview - The company operates in the molding equipment industry, focusing on high molecular materials and metal forming, with main products including injection molding machines, die-casting machines, and rubber machines [2] - The company has a strong emphasis on innovation and R&D, with a stable and capable team driving growth in the injection molding machine sector since 2010 [7] Group 2: Market Performance - In 2020 and 2021, the injection molding machine market experienced high demand, but by the second half of 2021, demand stabilized [2] - The injection molding machine industry saw a decline in 2022 but rebounded in 2023, with expectations for steady growth in 2024 [2] - The company anticipates a significant increase in sales revenue for injection molding machines, outpacing the overall industry growth [2] Group 3: Production Capacity - The company has multiple production facilities in China, including a headquarters in Guangdong Shunde with a total area of 80,000 square meters, and additional factories dedicated to various types of molding machines [3] - A new production base in Zhejiang Nanxun, covering approximately 110,000 square meters, is planned to enhance service to the surrounding industrial cluster [3] Group 4: Supply Chain Management - The company has established a dedicated supply chain management center to address the growing procurement scale and ensure production needs are met [3] Group 5: Industry Trends - The automotive industry is the largest downstream sector for the company, driven by the growth of new energy vehicles and lightweight trends [4] - The 3C industry is expected to maintain steady growth in 2025, supported by global economic recovery and consumer demand for smart devices [4] Group 6: Automation and Smart Manufacturing - The company is investing heavily in automation and smart manufacturing, integrating technologies such as IoT, big data, and cloud computing to enhance production efficiency and reduce costs [5] - The company has successfully implemented smart manufacturing solutions in its third factory, which is operating at an advanced level within the industry [5] Group 7: International Expansion - The company has over 40 overseas distributors, covering more than 90 countries, and is focused on expanding its market share in strategic regions like North America and Europe [6] - The company has established manufacturing facilities in India and a research center in Germany to enhance its international competitiveness [6] Group 8: Product Development - The company is committed to the development of all-electric injection molding machines, with a continuous growth trend expected in 2024 [8] - The LEAP series of die-casting machines has achieved significant market success due to its advanced technology and high-quality output [9]

Group 1: Industry Overview - In Q1 2025, the demand for injection molding machines remained stable, with a slight year-on-year increase in domestic exports, driven by national policies promoting equipment upgrades in the industrial sector [1] - The company’s injection molding product sales revenue increased year-on-year, outperforming the overall industry level, supported by rapid growth in overseas export business [1] - The automotive industry is the largest downstream sector, benefiting from the development of new energy vehicles and lightweight trends [4] Group 2: Production Capacity and Supply Chain - The company has multiple production facilities in China, including a headquarters and factories in Guangdong, with a total area of over 80,000 square meters dedicated to die-casting and injection molding machines [2] - The company is expanding its production base in Zhejiang, covering approximately 110,000 square meters, to better serve the surrounding industrial cluster [2] - A dedicated supply chain management center has been established to enhance supply chain capabilities and meet the growing procurement scale [2] Group 3: Research and Development - In 2024, the company’s R&D expenditure was 24,586.21 million yuan, a year-on-year increase of 15.78%, accounting for 4.86% of total revenue [6] - The R&D funds are primarily allocated to key projects such as the NEXT2 die-casting machine and A6 high-end intelligent injection molding machine [6] - The company emphasizes innovation-driven high-quality development, with a steadily growing R&D team and capabilities [5][7] Group 4: Competitive Advantages - The company has consistently outpaced industry growth in injection molding machine market share due to a stable and capable team, strong R&D focus, and a comprehensive service system [5] - Direct sales model and high customer satisfaction contribute to the company’s competitive edge [5] - The company’s overseas market presence has expanded, with significant growth in export sales [5] Group 5: Future Outlook - The company aims to continue driving technological and product upgrades, with a vision to become a world-class enterprise in the forming equipment sector by 2025 [8] - The company has reported a solid foundation for continued revenue and profit growth in Q1 2025, setting the stage for a strong performance throughout the year [8]

Core Viewpoint - The company, Yizhim, has reported strong performance in 2024, driven by increased demand in downstream industries such as automotive, home appliances, 3C electronics, and daily necessities, with a significant rise in revenue and net profit [2][3]. Financial Performance - In 2024, Yizhim achieved operating revenue of 5.063 billion yuan, a year-on-year increase of 23.61% - The net profit attributable to shareholders reached 608 million yuan, reflecting a year-on-year growth of 27.42% - For Q1 2024, the company reported operating revenue of 1.187 billion yuan, up 24.32% year-on-year, and a net profit of 132 million yuan, an increase of 14.29% [2]. Industry Demand and Trends - The automotive sector is the largest contributor to the company's downstream demand, with strong performance in the domestic new energy vehicle market - The home appliance industry is experiencing a positive start due to policy support, particularly the "old-for-new" policy that stimulates consumer demand - The 3C electronics sector is also maintaining steady growth amid global economic recovery and increasing consumer demand for smart devices [3]. Product Innovation and Capacity Expansion - Yizhim has made significant advancements in capacity construction and product innovation, transitioning towards an Industry 4.0 manufacturing model - New product launches include the NEXT2 two-plate die-casting machine, A6 high-end intelligent injection molding machine, and A3 series rubber injection molding machine - Key projects such as the UN2400D1M MultiPro seven-material injection molding machine and 3200T semi-solid magnesium alloy injection molding machine have been successfully delivered, supporting the development of new energy vehicles [3][4]. Market Opportunities - The demand for magnesium alloy lightweight components is growing in line with the trend towards lightweight development in new energy vehicles - The semi-solid magnesium alloy injection molding machine combines die-casting and injection molding processes, primarily used for producing large key components for new energy vehicles - The company's early technological investments in this area are expected to yield performance results as the demand for lightweight solutions increases [4]. Industry Outlook - The molding equipment industry in China is accelerating its development, with companies enhancing their competitiveness through technological upgrades and scale improvements - The global market for this industry is vast, and there is a need for continuous innovation and improvement in product quality and service levels [5].