7月16日-18日，以"强基锻链 融通发展"为主题的上海压铸展盛大启幕。 本次展会规模打破历史纪录，吸引了全球580余家高压压铸及有色合金特种铸造产业链领军企业参展。 其中，作为全球压铸装备与技术领域的领军企业，力劲集团以"触变新生 压铸新章"为主题，携镁合金触变成型、特种铸造、一体化压铸三大前沿领域的全 链路创新技术与装备重磅亮相，全方位展示其在智能制造与绿色铸造领域的突破性成果。 （来源：公开资料） 力劲展台重点展现了四大核心装备与技术解决方案：TPI镁合金半固态触变成型机、冷室压铸机E-PRESS850、天车式双五轴龙门加工中心GU-2616D以及卧 式挤压铸造机SCHB400。这不仅反映出力劲对行业从高压压铸向多元铸造工艺突破趋势的深刻把握，也为业内解决稳定性、效率性、安全性等核心问题提 供了新思路。 （来源：公开资料） 自2000年以来，力劲深耕镁合金压铸领域，始终走在技术前沿，不仅成功研制出中国首台镁合金热室压铸机、镁合金冷室压铸机及镁合金半固态注射成型 机，更持续创新，发展出当前领先的TPI半固态触变成形技术，全面覆盖了行业的所有需求。 凭借深厚积累，公司在镁合金领域主导及参与了4项国家标准与2 ...

Group 1 - Fujian Minfa Aluminum Industry Co., Ltd. has applied for a patent titled "An Automated Process for Equal-Speed Extrusion of Aluminum Profiles for New Energy Vehicles" [1] - The patent aims to address technical issues in the production of aluminum profiles for new energy vehicles, including imprecise temperature control, difficulties in matching extrusion speed with temperature, and limited auxiliary cooling effects [1] - The patent application was filed on May 2025, and the publication number is CN120286525A [1] Group 2 - Fujian Minfa Aluminum Industry Co., Ltd. was established in 1997 and is located in Quanzhou, primarily engaged in non-ferrous metal smelting and rolling processing [2] - The company has a registered capital of 938.63 million RMB and has made investments in 10 enterprises [2] - The company has participated in 95 bidding projects and holds 395 patents along with 68 trademark registrations [2]

Industry Overview - Aluminum extrusion is a significant processing method that applies strong pressure to aluminum billets, resulting in the desired cross-sectional shapes and mechanical properties [1][5] - The aluminum extrusion industry is crucial for various sectors, including automotive, photovoltaic, transportation, and construction, with increasing importance in the national economy [5][9] - China's aluminum extrusion output is expected to remain above 21 million tons from 2020 to 2024, with a projected output of 23.3 million tons in 2024, a decrease of 100,000 tons from 2023 due to reduced demand from the real estate market [5][9] Market Segmentation - In 2024, industrial aluminum profiles and building aluminum profiles will account for 54.3% and 45.7% of the market, respectively [9] - The construction sector remains the largest application area for aluminum profiles, with a projected output of 9.85 million tons in 2024, down 19.9% year-on-year [9][19] - Emerging sectors such as photovoltaics, rail transportation, and new energy vehicles are driving strong demand for aluminum profiles, with photovoltaic profiles accounting for 18.3% and new energy vehicle profiles for 6.5% of the total output [9][23] Industry Chain - The aluminum extrusion industry chain consists of upstream (bauxite - alumina - electrolytic aluminum), midstream (aluminum extrusion production), and downstream (application fields such as construction, automotive, photovoltaics, and electronics) [13] - China's bauxite production is projected to be around 64.2 million tons in 2024, a decline of 2% year-on-year, while imports are expected to reach 158.77 million tons, a historical high [15] Downstream Applications - The real estate sector is a major application area for aluminum profiles, but it is currently facing a downturn, with significant declines in investment and construction metrics [19] - The new energy vehicle sector has seen a substantial increase in aluminum usage, with the average aluminum content per vehicle rising to 200-300 kg, and some high-end models exceeding 500 kg [21] - In the photovoltaic sector, aluminum profiles are primarily used for solar module frames, with rapid growth in demand driven by the expansion of solar power installations [23] Industry Trends - The aluminum processing industry is expected to expand its product variety and application areas, with increasing demand for high-end aluminum materials and aluminum-based new materials in emerging fields [25] - Future developments will focus on high-performance, lightweight, and multifunctional aluminum extrusion materials, with a shift towards intelligent and automated production processes [25]

而董事会秘书接任者是一位90后。经江顺科技董事长兼总经理提名，钟志颖被聘为董事会秘书、副总经理。 上市不到两个月，董秘就换人了，啥操作？ 6月19日晚间，专用设备上市公司江顺科技（001400.SZ）发布公告称，董事会于近日收到董事会秘书陈锦红的书面辞职报告，陈锦红因集中精 力从事财务管理工作，申请辞去董事会秘书职务。 公告显示，辞职后陈锦红仍继续担任江顺科技董事、财务总监，其辞去董事会秘书职务不会影响董事会的正常运作及公司日常经营管理。 据了解，陈锦红生于1974年，今年51岁，本科学历，他在江顺任职时间已超20年，主要负责财务工作。 招股书显示，陈锦红于2002年4月至2020年12月，任江顺有限财务总监；2020年12月至2022年12月，任江顺科技财务总监；2022年12月至今，任 董事、财务总监；其中2023年4月至2025年6月，任董事会秘书。 官网资料显示，江顺科技成立于2001年，主要从事铝、铜、镁型材挤压模具、工具及挤压辅助成套设备，精密机械零部件等产品的研发、设 计、生产和销售，是国内铝型材挤压模具及挤压辅助成套设备行业的知名企业，于2025年4月成功登陆深圳证券交易所主板。 （声明：文章 ...

Group 1 - Xiaomi's Yu7 is set to launch at the end of June, with a starting price of around 250,000 RMB and expected monthly sales of 30,000 to 40,000 units [1][2] - The Yu7 features a 800V silicon carbide platform, a 96.3 kWh lithium iron phosphate battery with a CLTC range of 835 km, and advanced driver assistance systems [1] - The Yu7 has already attracted significant interest, with three times the number of user inquiries compared to the SU7 at the same stage, indicating a potential for greater market impact [1] Group 2 - The launch of the SU7 saw over 50,000 pre-orders within 27 minutes, leading to a surge in stock prices for related companies [3] - Companies such as Huayang Group and Longli Technology are set to supply components for the Yu7, indicating a robust supply chain [5][6] - Various suppliers, including Fuyou Glass and Baowu Magnesium, are providing essential parts for Xiaomi's automotive products, showcasing a diverse supplier network [7][8]

Core Insights - The Chinese window and door industry is undergoing a significant transformation as it shifts from a high-growth phase to a stock competition era, leading to intensified market competition and accelerated industry reshuffling [1][2][13] - Ronggao Windows is emerging as a leader in this transformation by focusing on technological innovation, particularly in the field of ultra-soundproof technology, which has become a focal point in redefining quality of life [1][5] Industry Restructuring - The national subsidy policy, which offers a 15% subsidy to consumers, is seen as a short-term growth driver but does not guarantee long-term competitiveness; only companies with differentiated value can survive [2][13] - The number of window and door enterprises in Foshan has decreased from 5,000 to around 2,000, indicating a rigorous market selection process based on product quality and company strength [2] Growth Strategies - Ronggao Windows plans to leverage the national subsidy policy by engaging nationwide agents to capture market opportunities, while also shifting focus from new markets to existing ones [4] - The company aims to enhance consumer engagement through closer channel strategies, such as partnerships with installation companies and community stores [4] Technological Advancements - Ronggao Windows has achieved an industry-leading soundproof performance of 6-level 45 decibels, positioning itself as a market favorite [5][6] - The company emphasizes a customer-centric approach by providing tailored soundproof solutions based on actual noise measurements in customers' homes [5][6] Product Innovation - In 2025, Ronggao Windows launched nine new products, including the Mate series and the Vision 65 outward-opening window, which incorporate advanced sealing technology and meet high-end soundproof standards [8] - The company employs modular production and automation to reduce labor costs and enhance production efficiency, allowing for high-quality products at competitive prices [8] Brand Strategy - To appeal to younger consumers, Ronggao Windows has introduced a lively cartoon character, Jingbao, as part of its brand image, enhancing consumer connection [10] - The company is actively engaging in new media marketing through platforms like Douyin and Xiaohongshu to drive traffic to its stores [10] Global Expansion - Ronggao Windows is establishing an international market department to explore overseas opportunities, collaborating with professional foreign trade companies to facilitate market entry [11] - The company has already seen initial success in multiple countries, indicating a positive outlook for future international expansion [11] Future Outlook - The competitive landscape is expected to become more intense, with potential market demand shrinkage; however, companies that innovate and differentiate will find opportunities [13] - Ronggao Windows is committed to attracting young talent with international perspectives to drive innovation and growth [14] - The company's strategic focus for 2025 revolves around innovation, channel development, and service enhancement, which are seen as essential for long-term success [15]

编号：2025-08 投 资 者 关 系 活 动类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参 与 单 位 名 称 及人员姓名 国泰海通 宁紫微；华安证券 黄玺 洪慧 罗鑫； 西安清善 欧阳昕 郭亚辉。 时间 2025 年 6 月 9 日 地点 公司会议室 上 市 公 司 接 待 人员姓名 宝武镁业董秘吴剑飞 宝武镁业证代 杜丽蓉 投 资 者 关 系 活 动 主 要 内 容 介 绍 问：请介绍一下宝武镁业？ 答：宝武镁业科技股份有限公司前身为南京云海特种金属股 份有限公司，成立于 1993 年，2007 年在深交所上市，公司经过 三十多年的发展，成为了集矿业开采、有色金属冶炼和回收加工 为一体的高新技术企业，主营业务为镁、铝合金材料的生产及深 加工、销售业务，主要产品包括镁合金、镁合金压铸件、铝合金、 铝挤压微空调扁管、铝挤压汽车结构件、中间合金以及金属锶等。 产品主要应用于汽车、电动自行车轻量化、消费电子及建筑等领 域。公司拥有"白云石开采-原镁冶炼-镁合金熔炼-镁合金精密铸 造、变形加工-镁合金再生回收"完整产业链，全产业链优化公司 产品成本 ...

随着墨西哥、泰国基地的稳步推进，旭升集团正式搭建起"中国+北美+东南亚"三角产能网络，持续深 化"技术出海"与"本土共生"的双轨战略，在服务全球客户的同时，与合作伙伴共同成长，为中国企业的 国际化探索积累更多务实经验，构建可持续竞争优势，打造服务全球的轻量化零部件供应商。 5月30日，宁波旭升集团股份有限公司（股票简称：旭升集团股票代码：603305）在证券日报网路演平 台以"视频录播和文字网络互动"方式召开了公司2024年度暨2025年第一季度业绩说明会。公司管理层围 绕业绩报告披露的人形机器人、新能源轻量化、储能及海外基地包括墨西哥工厂及泰国新厂建设进度等 内容，积极主动向投资者介绍具体经营成果，并对投资者提出的问题作出详细解答。 旭升集团相关负责人表示，公司始终以铝、镁合金轻量化技术为核心，深耕新能源汽车主业，同时前瞻 布局储能、人形机器人等新兴领域，形成"技术深耕+跨界突破"的双轮驱动格局，以实现主业稳固精进 与新兴业务快速突破的协同发展。 旭升集团深度挖掘自身铝、镁合金精密加工专长，结合人形机器人独特的结构与性能需求，全力投入关 节壳体、躯干结构件等关键产品研发，轻量化结构件在未来人形机器人中大有可 ...

Core Viewpoint - The strategic cooperation between Ming Tai Aluminum and Penghui Energy focuses on the development and application of solid-state batteries and sodium-ion batteries, aiming to enhance the recycling and application of recycled aluminum alloys in the new energy battery sector [1][2]. Group 1: Strategic Cooperation - Ming Tai Aluminum and Penghui Energy have signed a strategic cooperation framework agreement to collaborate on research and development, product supply, technology development, and capacity layout in the field of solid-state and sodium-ion batteries [1][2]. - Penghui Energy will prioritize using Ming Tai Aluminum's products for the development of solid-state batteries and other battery projects [2]. Group 2: Company Overview - Ming Tai Aluminum is the first private aluminum processing enterprise in China, specializing in aluminum plates, strips, foils, and comprehensive applications of recycled resources, with a 10% share of the domestic aluminum plate and strip production [3]. - The company has been optimizing its product structure, increasing the proportion of high-value-added products such as aluminum for new energy, new materials, transportation, and automotive lightweighting [3]. Group 3: Product Development and Market Position - Ming Tai Aluminum's products are well-positioned in the solid-state battery sector, with aluminum-plastic film being a key packaging material that affects battery safety and lifespan [4]. - The company has developed a complete product matrix for power batteries, including various aluminum components essential for battery construction [4]. Group 4: Recycling and Sustainability - Ming Tai Aluminum entered the recycled aluminum application field in 2017, currently holding over 1 million tons of recycled aluminum application capacity, with multiple products certified for carbon footprint by SGS [4]. - The company has established an international procurement department for recycled aluminum to expand its sourcing channels following the relaxation of import restrictions on deformed waste aluminum by Chinese customs [4]. Group 5: Financial Performance - In Q1 of this year, Ming Tai Aluminum achieved revenue of 8.1 billion yuan, a 13% year-on-year increase, and a net profit of 440 million yuan, up 21% year-on-year, with record production and sales volumes [5].

进入2025年一季度，城发环境实现利润总额3.79亿元，同比增长21.16%；净利润2.97亿元，同比增长 19.08%。主要系固废处置、高速公路、环境卫生、水处理业务等各业务均较上年同期增长。其中环境 卫生、水处理业务主要为2024年新落地项目转运营，固废处置系生产指标提升。营业收入15.36亿元， 同比增长13.19%；毛利率39.57%，较上年同期下降2.4个百分点；销售净利率19.36%，较上年同期增长 0.96个百分点。 今年4月30日相关公告显示，城发环境以4.77亿元获得傲蓝得环境85%股权及对傲蓝得享有的1.2亿元债 权。交易完成后，城发环境将取代宇通重工（600817）成为其实际控制人。 公开资料显示，傲蓝得环境成立于2016年9月，主营业务为环卫一体化、园林绿化养护、物业管理和市 政养护服务及环境一体化综合解决方案等，2023、2024年度营业收入分别为6.68亿元和6.06亿元，净利 润分别为7358.47万元和7320.41万元。 5月15日，城发环境（000885）(股票代码：000885)举行2024年业绩说明会及2025年一季度投资者交流 会，公司高管现场解读企业业绩近况，并阐述 ...