Core Viewpoint - Tianqi Mould's actual controller is set to change to Urumqi State-owned Assets, following the termination of the previous agreement with Anhui Chaocheng New Materials Technology Co., Ltd. and the signing of a new share transfer agreement with Xinjiang Jianda Fanyu Industrial Investment Fund Partnership [1][9]. Group 1: Share Transfer Agreement - On September 24, Tianqi Mould's controlling shareholders signed a share transfer agreement with Xinjiang Jianda Fanyu, intending to transfer a total of 162 million shares, representing 15.94% of the company's total equity [3][6]. - The agreed transfer price is 6.364 CNY per share, totaling approximately 1.03 billion CNY [8]. - If the transaction is approved and completed, the controlling shareholder will change to Jianda Fanyu, and the actual controller will be the Urumqi Economic and Technological Development Zone State-owned Assets Supervision and Administration Commission [8]. Group 2: Termination of Previous Agreement - The previous share transfer intention agreement with Anhui Chaocheng was terminated due to the inability to reach consensus on share quantity, payment methods, and funding sources [9][12]. - The agreement with Anhui Chaocheng was signed on July 9, 2024, for the same number of shares (162 million), which represented 17.17% of the company's total equity at that time [12]. Group 3: Historical Context of Control Changes - This marks the fourth attempt at a change of control for Tianqi Mould since 2020, with previous attempts involving different parties, including state-owned enterprises and private companies [13][14]. - The controlling shareholders, consisting of eight natural persons, are motivated to sell control due to age considerations, with the oldest born in 1948 and the youngest in 1970 [15]. Group 4: Company Performance - Tianqi Mould is a leading enterprise in the domestic automotive mould industry, established in 1996 and listed in 2010 [15]. - The company reported a revenue of 1.016 billion CNY for the first half of 2025, a decrease of 15.46% year-on-year, and a net profit of 21.90 million CNY, down 78.72% year-on-year [15].

推进一年多，天汽模控制权变更事项"半路杀出程咬金"。 经各方协商一致，此次标的股份的每股转让价格为人民币6.364元，股份转让价款总计为人民币10.3亿元。9 月25日，天汽模收于6.72元/股，该交易价格较市场价有所折价。 天汽模是一家汽车模具行业民营上市公司，主营汽车模具设计制造及整车工艺装备开发制造。 9月25日晚，天汽模公告，公司控股股东、实际控制人胡津生、常世平、董书新等（下称"胡津生等"）与新 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")于9月24日签署股份转让协议。 胡津生等拟向建发梵宇转让其持有的上市公司股份合计1.62亿股，占上市公司总股本的15.9367%。本次权益 变动不触及要约收购。转让双方亦不存在关联关系。 天汽模表示，若交易顺利完成，将导致公司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 等，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。 公告显示，建发梵宇成立于2024年12月20日，截至目前其尚未开展实际经营活动，因此未编制财务报表。 建发梵宇的控制主体新疆国基经开建发股权投资基金合伙企业( ...

每经头条（nbdtoutiao）——鲍威尔"大战"特朗普，11:1赢得一场独立性之战！特朗普的"沉默48小时"： 揭秘美联储降息背后…… 截至发稿，海泰科市值为39亿元。 每经AI快讯，海泰科（SZ 301022，收盘价：40.49元）9月21日晚间发布公告称，青岛海泰科模塑科技 股份有限公司股东苏州新麟三期创业投资企业（有限合伙）目前持有公司股份约147万股，占公司总股 本比例为1.5276%。现新麟三期计划自本公告披露之日起3个交易日后的3个月内（即2025年9月25日至 2025年12月24日）通过集中竞价或大宗交易方式减持公司股份不超过约147万股（占公司总股本比例为 1.5276%）。公司股东赵冬梅女士目前持有公司股份约220万股，占公司总股本比例约为2.29%。现赵冬 梅女士计划自本公告披露之日起3个交易日后的3个月内（即2025年9月25日至2025年12月24日）通过集 中竞价或大宗交易方式减持公司股份不超过约96万股（占公司总股本比例为1%）。 2025年1至6月份，海泰科的营业收入构成为：传统燃油汽车占比75.72%，新能源汽车占比19.65%，其 他占比3.47%，其他业务占比1.16% ...

Group 1 - The management of Tianqi Mould (002510) confirmed that Xi'an Tianqi Mould Aircraft Industry Co., Ltd. has obtained supplier qualifications from COMAC and Xi'an Aircraft Industrial Group, and has begun to undertake batch business [1] - Regarding the significant restructuring progress, the chairman indicated that due diligence, auditing, and evaluation work have been largely completed, and discussions on transaction details and agreement terms are ongoing, but the matter is still in the planning stage with no formal agreements signed yet [1] - In the field of new energy vehicles, the company has provided mold supporting services for multiple models to mainstream new energy vehicle customers, and a successful acquisition of Dongshi would create synergies with the company's main business [1] Group 2 - The company aims to solidify its advantages in the moulding main business, expand the scale of automotive parts business, and increase its market share in aviation parts, striving to deliver good performance to investors [2] - The company’s cash flow is reported to be sufficient to meet operational needs, indicating a stable financial position [1]

Financial Performance - In the first half of 2025, Tianqi Mould's accounts receivable turnover days and inventory turnover rate were below expectations due to smaller sales scale [1] - The company reported a net profit of 7,515,043.92 RMB after deducting non-recurring items in the first half of 2025 [8] Operational Efficiency - Measures to optimize cash flow include improving contract credit conditions, shortening production cycles, and enhancing collection tracking [1] - The company is actively upgrading its production equipment and has signed contracts for new machinery with suppliers [2] Market Expansion - In the first half of 2025, Tianqi Mould expanded its market share by securing orders from major clients such as STELLANTIS, Mercedes-Benz, and BYD [2] - The company aims to increase its market share in the new energy vehicle sector by leveraging its existing capabilities in traditional fuel and electric vehicle stamping dies [3] Strategic Development - Future development plans focus on strengthening the core mould business, expanding automotive parts, and increasing market share in the aerospace components sector [5] - The company is exploring opportunities in the aerospace sector, which is currently experiencing rapid growth [2] Shareholder and Market Concerns - The company’s stock price has been underperforming compared to the industry average, with ongoing discussions about share buyback plans [6] - The company is in the process of a significant asset restructuring, with no formal agreements signed yet, leading to uncertainty about future control changes [8] Talent Management - Tianqi Mould has implemented competitive benefits and a tailored training system to attract and retain talent [9]

图片来源：AI生成 背靠长安和吉利，重庆至信实业股份有限公司（简称"至信实业"）加速了上市进程。 日前，至信实业回复了上交所发来的问询函，问题包含股权结构、客户、应收账款、偿债能力等方面。 至信实业是一家汽车零部件企业，客户主要是长安汽车、吉利汽车、蔚来汽车、理想汽车等整机厂，常年收入占比超七成，客户依赖度较高。而对大客户依 赖的同时，至信实业的应收账款也在逐年增加。截至2024年底，至信实业应收账款已超11亿元。 不仅如此，至信实业因踩雷哪吒汽车致使损失近亿元。目前，至信实业尚有一定资金缺口，且在未来三年还有8亿元的营运资金缺口。资金压力下，至信实 业将3亿元募集资金用于补充流动资金，足可以看出其对资金的迫切需求。 至信实业以"出于投资管理需要"、"便于进行股权投资管理"等进行回应。 至信实业的实控人为陈志宇、敬兵夫妇，合计控制至信实业表决权超8成。其女儿陈笑寒为董事会秘书，曾在至信实业上市的保荐机构申万宏源证券任职。 夫妻店模式，女儿系保荐机构前员工 在上交所发来的问询函中，排在首位的是至信实业的股权问题。 至信实业是典型的夫妻店模式，实际控制人为陈志宇、敬兵夫妇。 股权关系显示，陈志宇直接持股2376. ...

Core Viewpoint - The company reported a slight increase in revenue for the first half of 2025, primarily driven by sales of automotive molds, despite a decrease in revenue from electrical molds [1] Financial Performance - Revenue for the six months ending June 30, 2025, was approximately RMB 118.2 million, reflecting a year-on-year increase of about RMB 0.4 million or 0.3% [1] - Profit attributable to the owners for the first half of 2025 was approximately RMB 8.3 million, representing a year-on-year increase of about 13.6% [1] Factors Influencing Performance - The increase in profit was mainly due to: - Higher revenue from a major customer with a relatively high gross margin compared to other automotive mold clients, leading to increased gross profit from automotive molds [1] - Absence of equipment relocation costs that were recorded in the first half of 2024 due to factory relocation [1] - Increased provision for impairment of finished goods inventory for automotive molds [1] - Decrease in government subsidies and losses from asset disposals, which reduced other income and net gains [1] - Reduction in selling and distribution expenses [1]

Group 1 - The company held its 48th meeting of the 5th Board of Directors on July 30, 2025, with all 5 directors present, meeting legal requirements [1] - The Board unanimously approved the proposal to reappoint the accounting firm, with a vote of 5 in favor, 0 against, and 0 abstentions [1] - The company decided to rehire Lixin Certified Public Accountants for the 2025 financial report audit and internal control audit, citing their good integrity and sufficient independence and professional competence [1] Group 2 - The reappointment of the accounting firm is subject to approval at the company's first extraordinary general meeting of shareholders in 2025, and will take effect upon approval [2] - Detailed information regarding the reappointment can be found on the designated information disclosure website and in specific financial newspapers [2]

瑞鹄汽车模具股份有限公司 关联交易管理办法 瑞鹄汽车模具股份有限公司 关联交易管理办法 （2025年7月修订） 第一章 总则 第一条 为保证瑞鹄汽车模具股份有限公司（以下称"公司"）与关联方之 间的关联交易符合公平、公正、公开的原则，确保公司的关联交易行为不损害公 司和非关联股东的合法权益，根据《中华人民共和国公司法》《深圳证券交易所 股票上市规则》（以下称"《上市规则》"）、《深圳证券交易所上市公司自律 监管指引第 7 号——交易与关联交易》等有关法律、法规、规范性文件及《瑞 鹄汽车模具股份有限公司章程》（以下称"《公司章程》"）的有关规定，制定 本办法。 第二条 公司与关联方之间的关联交易行为除遵守有关法律、法规、规范性 文件和《公司章程》的规定外，还需遵守本办法的有关规定。本制度适用于公司、 公司控股子公司。 第二章 关联方的认定 第三条 公司关联方包括关联法人和关联自然人。 第四条 具有以下情形之一的法人或其他组织，为公司的关联法人： （一）直接或间接地控制公司的法人或其他组织； （三）由本办法第五条所列公司的关联自然人直接或间接控制的，或担任董 事（不含同为双方的独立董事）、高级管理人员的，除公司及 ...

Group 1 - The report highlights optimism for the export of air separation equipment and the development of smart fire safety systems under urban renewal policies, indicating a market space exceeding 100 billion yuan for air separation equipment [3][13][14] - Air separation equipment is crucial for producing industrial gases and is widely used in various industries such as coal chemical, petrochemical, metallurgy, and nuclear power [3][13] - The company Fostar has established a strong brand presence in overseas markets due to its quality certifications, customer resources, project experience, and competitive pricing [14][15][16] Group 2 - Urban renewal policies have been continuously introduced since 2025, focusing on creating livable, resilient, and smart cities, which has led to a significant demand for upgrading fire safety systems in older residential areas [3][17][18] - The report mentions that as of the end of 2024, contracts for urban renewal projects in Beijing have exceeded 50%, indicating a robust market for fire safety equipment upgrades [19] - Qingniao Fire Safety, a leading company in fire alarm systems, is actively exploring the market for upgrading fire safety equipment in existing buildings, focusing on intelligent upgrades and integrated safety solutions [19] Group 3 - The probe station market, a key testing equipment in semiconductor manufacturing, has shown strong growth potential, with a compound annual growth rate (CAGR) of 22.28% from 2013 to 2023 in mainland China [5][14] - The demand for probe stations is closely linked to advancements in semiconductor manufacturing processes and increased production volumes, with domestic leaders like Xidian accelerating the pace of domestic substitution [5][14] - The report indicates that Xidian's market share in China reached 25.7% in 2023, reflecting a strengthening trend towards domestic replacement of imported equipment [5][14]