长江商报消息 ●长江商报记者 江楚雅 投建墨西哥智造基地全球化提速 公告显示，公司拟由全资子公司安徽永茂泰汽车零部件有限公司之全资子公司新加坡公司、新加坡汽车 科技共同投资约4.5亿元建设墨西哥汽车零部件智能制造基地项目。 墨西哥基地选址科阿韦拉州，毗邻美国得克萨斯州，项目规划年产轻量化汽车零部件2500万件，涵盖涡 轮增压器壳体、发动机支架等核心产品。项目30%来自自有资金，70%通过银团贷款筹措，建设周期24 个月，预计2027年二季度投产。 公告显示，本次对外投资建设墨西哥汽车零部件智能制造基地项目是公司按照中长期发展战略做出的安 排，项目高度契合公司发展战略及客户需求，有利于推进公司国际化进程，有利于进一步提升公司的盈 利能力和可持续发展能力。 长江商报记者注意到，墨西哥项目是永茂泰今年以来第二笔海外投资。今年4月，永茂泰公告称，拟通 过新加坡永茂泰、新加坡永茂泰汽车在印尼投资5000万美元建设轻量化汽车零部件精密加工生产线项 目，预计建设周期1年，建成后将年产约500万件涡轮增压器壳体。 根据最新规划，永茂泰计划到2030年将海外收入占比从目前的12%提升至35%以上，拟构建覆盖东南亚 的"轻量化零 ...

东安动力（600178）公告，2025年二季度，公司新市场开发共获取8家企业(基于保密协议约定，客户名 称不便披露)的9项新市场《定点协议》，其中全新开发客户2家。上述项目预计生命周期为5-10年，总 销量预计150万台，其中，涉及新能源新市场项目2项，规划销量预计100万台。公司将严格按照双方约 定的协议、新市场项目进度，完成产品搭载、产品供应等工作。 ...

证券代码：300258 证券简称：精锻科技 投资者关系活动记录表 编号：2025-006 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（请文字说明其他活动内容） 参与单位名称 及人员姓名 申银万国：王明路 上海证券：林璟 国泰海通证券：房乔华 时间 2025 年 6 月 23 日 13:00 地点 精锻科技二厂区 会议室 上市公司 接待人员姓名 董秘：董义 投资者关系活动 主要内容介绍 Q：海外市场情况？ A：公司今年上半年出口市场基本稳定。 Q：泰国工厂情况？ A：公司泰国工厂厂房己全面建成，一期投入设备产能己到位，泰国工厂己在 6 月份通过美国客户和泰国客户的现场评审，现已开始试生产交样，公司计 划三季度开始加速产出爬坡，并逐步加大泰国工厂出口美国产品数量。鉴于 客户订单势头良好，公司己加快泰国工厂二期设备产能投资进度，从今年四 季度开始进行二期设备安装调试，预期明年一季度二期产能可全部到位投产。 泰国工厂当前的一部分产能是从国内转移过去的，这样一方面缩短了产能投 资周期，另一方面也将提升整体产能利用率。 Q：客户结构？ A：今年上半 ...

Group 1: Financial Performance - In 2024, the company achieved a revenue of 57,678.96 million RMB, representing a year-on-year growth of 25.97% [5] - The overall gross profit margin for 2024 was 20.61%, indicating a healthy operational performance [5] - The proposed dividend plan for 2024 includes a cash dividend of 1.60 RMB per 10 shares and a capital increase of 4 shares for every 10 shares held, with a total cash dividend distribution of approximately 30,435,104.00 RMB [7] Group 2: Talent and Technology - The company has established a robust incentive mechanism for core technical personnel, ensuring their stability [5] - As of the end of 2024, the company holds a total of 201 patents, including 11 invention patents and 190 utility model patents [6] Group 3: International Expansion - The company has set up wholly-owned and holding subsidiaries in Thailand and Mexico, with a total investment of approximately 22,900 million RMB planned for the Thailand project [6] - The acquisition of three companies in Germany (Dico Precision, Dico Trading, and Dico Germany) was successfully completed in 2024, enhancing the company's international market presence [7] Group 4: Supply Chain and Client Relations - The company acts as a secondary supplier for automotive parts used in Huawei's and BYD's vehicles, confirming its role in the supply chain [5] - The company is focused on developing the European market through its wholly-owned subsidiary in Germany, aiming to meet the demands of overseas clients [5]

Overview - The report emphasizes the importance of domestic demand as a key theme in the current economic landscape [1] Research Insights Machinery Equipment - XCMG Machinery (000425.SZ) reported a total revenue of CNY 91.66 billion in 2024, a decrease of 1.28% year-on-year, while net profit attributable to shareholders increased by 12.2% to CNY 5.976 billion. In Q1 2025, revenue grew by 10.92% to CNY 26.815 billion, and net profit rose by 26.37% to CNY 2.022 billion, with a net profit margin of 7.6% [6] Construction Decoration - China Railway (601390.SH) faced a 19% decline in net profit in Q1 2025, attributed to pressure in traditional infrastructure sectors, although overseas orders showed strong growth. The projected net profit for 2025-2027 is CNY 28.1 billion, CNY 28.3 billion, and CNY 28.9 billion, respectively [7] Steel - Hunan Steel (000932.SZ) saw a significant improvement in Q1 2025, with net profit increasing by 43.55% to CNY 562 million. The overall profitability of the steel industry is recovering, with a gross profit margin expected to improve [8] Automotive - Silver Wheel Co., Ltd. (002126.SZ) reported a revenue of CNY 3.4 billion in Q1 2025, a 15% increase year-on-year, with net profit rising by 11% to CNY 210 million. The company is well-positioned for growth in the automotive sector [11] Home Appliances - Haier Smart Home (600690.SH) achieved a revenue of CNY 79.118 billion in Q1 2025, a 10.06% increase, with net profit rising by 15.09% to CNY 5.487 billion. The company is expected to maintain a steady growth trajectory [14] Food and Beverage - Hengshun Vinegar (600305.SH) reported a revenue of CNY 626 million in Q1 2025, a 35.97% increase, with net profit rising by 2.36% to CNY 57 million. The company is focused on strengthening its core business and expanding into new markets [15] Construction Materials - Oriental Yuhong (002271.SZ) faced challenges in Q1 2025, with a decline in performance due to reduced demand in new construction areas. The company is optimizing its distribution channels [22] Power - Zhejiang Energy Power (600023.SH) reported stable performance in Q1 2025, with revenue projected to be CNY 87.698 billion in 2025, a slight decrease of 0.3% year-on-year. Net profit is expected to be CNY 6.25 billion [20] Textile and Apparel - Jian Sheng Group (603558.SH) reported a 2% increase in revenue in Q1 2025, but net profit decreased by 27%. The company is adjusting its production capacity to match orders [29] Coal - Shanxi Coking Coal (000983.SZ) reported a revenue of CNY 90.26 billion in Q1 2025, a decrease of 14.46%, with net profit down by 28.33% to CNY 6.81 billion. The company is focusing on cost reduction and efficiency improvements [43]