Core Viewpoint - Demais has resumed trading with a significant increase of 20%, achieving a market capitalization exceeding 4.1 billion yuan following the announcement of a share transfer deal worth 669 million yuan [1][2]. Group 1: Share Transfer and Control Change - The shareholders of Demais' controlling shareholder, Dalian Demais Investment, plan to transfer 100% of their shares to Suzhou Huixin Chuangzhi Investment Co., Ltd. for 669 million yuan [1]. - After the transaction, the direct controlling shareholder of Demais will remain unchanged, but Huixin Chuangzhi will become the indirect controlling shareholder, with the actual controller changing from He Jianping to Pan Yi [2]. - Huixin Chuangzhi was established in April 2023, and its major shareholder, Pan Yi, is a co-founder of Huichuan Technology, indicating a strong background in the industry [2]. Group 2: Business Overview and Performance - Demais specializes in precision shafts and precision cutting parts, with products used in automotive wiper systems and new energy drive spindles [2]. - The company has full-process processing capabilities for lead screws, supplying products to Tesla's Optimus supply chain and samples to Schaeffler [3]. - Despite its capabilities, Demais has shown weak performance, with projected revenue of 690 million yuan in 2024, a year-on-year increase of 6.77%, and a net profit of approximately 53.98 million yuan, a 1.18% increase [3]. - In Q1 2025, Demais reported revenue of 151 million yuan, a year-on-year decline of 10.6%, and a net profit of 10.87 million yuan, down 16.37% year-on-year [3].

Core Viewpoint - Demais' controlling shareholder has changed from He Jianping to Pan Yi through a share transfer agreement with Suzhou Huixin Chuangzhi Investment Co., Ltd for a transaction price of 669 million yuan, raising market speculation about connections to Huichuan Technology [2][3] Group 1: Shareholder Changes - The share transfer involves all shareholders of Dalian Demais Investment Co., which will transfer 100% of its equity to Huixin Chuangzhi, making it the indirect controlling shareholder of Demais [3] - After the transaction, Demais Investment will still hold 16.73% of Demais' shares [3] Group 2: Background of Pan Yi - Pan Yi, the new controlling shareholder, has a deep connection with Huichuan Technology, having been a co-founder and former deputy general manager [5] - Although Pan Yi is not among the top ten shareholders of Huichuan Technology, he remains a shareholder of its largest shareholder, Shenzhen Huichuan Investment Co., Ltd, holding 2.5438% [5] - His investment firm, Waniu Capital, is closely related to Huichuan Technology's founder, Zhu Xingming, and focuses on value investment in the intelligent manufacturing sector [5] Group 3: Company Performance and Market Position - Demais is a leading company in the precision shaft and precision cutting parts market, primarily serving the automotive sector, and went public in 2021 [8] - The company's gross margin has declined to 20.77% in 2024, the lowest in nearly a decade, and further dropped to 19.52% in Q1 of this year [8] - Despite achieving a historical revenue high of 690 million yuan, the net profit attributable to shareholders only grew by 1.18% to 53.98 million yuan [8] - Demais has been attempting to diversify into the new energy vehicle parts market but has yet to identify a second growth curve [8] Group 4: Strategic Initiatives - In response to industry trends, Demais announced its entry into the humanoid robot parts business as a potential second growth curve [9]

Core Viewpoint - The announcement of a change in control at Dalian Demais Precision Technology Co., Ltd. (Demais) has led to a significant stock price increase, indicating market optimism regarding the new controlling shareholder's potential impact on the company's future growth and operational efficiency [2][6]. Group 1: Shareholder Changes - Demais disclosed that its controlling shareholder, Dalian Demais Investment Co., Ltd., plans to transfer all its shares to Suzhou Huixin Chuangzhi Investment Co., Ltd., which was established in early April 2023 [2][3]. - If the transaction is completed, the actual controller of Demais will change from He Jianping to Pan Yi, who has strong ties to Shenzhen Inovance Technology Co., Ltd. [2][4]. - The total transaction price for the share transfer is 66.91 million yuan [3]. Group 2: Company Background - Demais is a leading enterprise in the domestic precision shaft and precision cutting parts market, focusing on precision component processing with strong product development and market expansion capabilities [3]. - The company was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on June 16, 2021, and has been publicly traded for less than four years [3]. Group 3: New Shareholder Profile - Huixin Chuangzhi has seven natural person shareholders, many of whom have backgrounds in Inovance Technology, including Pan Yi, who is a founding shareholder and former actual controller of Inovance [5]. - The new shareholders are expected to bring additional capital and resources, potentially enhancing Demais's operational capabilities and market reach [6]. Group 4: Market Reaction - Following the announcement, Demais's stock price surged by 20% upon resuming trading, with a significant number of buy orders remaining [2].

德迈仕（301007）5月7日召开2024年度暨2025年第一季度业绩说明会，公司董事长、总经理何建平，董 事、副总经理、财务总监李健，董事、副总经理骆波阳，董事、副总经理、董事会秘书、首席数据官孙 百芸等与投资者进行互动交流。 未来，德迈仕将围绕主业保持持续增长并积极开拓第二增长曲线。具体规划包括进一步加大新能源汽车 产品、客户开发力度，重点布局燃油车新一代发动机系统、热管理系统、新能源汽车电机系统以及无人 驾驶领域，加大新能源汽车电机轴、齿形轴、丝杠、氢能源汽车零部件开发力度；积极开拓新领域，尤 其注重机器人系统应用的轴类和精密切削件以及机床伺服系统、减速器等工业产品的开发。 "在未来的发展过程中如条件成熟，不排除通过境内外收购等外延扩张方式达到扩大生产规模、获取先 进技术、增加销售渠道的目的，从而在较短时间内进一步提升公司与大型汽车零部件企业的合作水平， 提升公司综合竞争力。"德迈仕表示。 德迈仕系一家专注于精密轴、精密切削件类产品研发、生产、销售，具有创新能力的高新技术企业，致 力于为客户提供高品质产品和全流程一体式服务。公司主要产品为精密轴及精密切削件，应用于汽车的 视窗系统、动力系统和车身及底盘系 ...

大连德迈仕精密科技股份有限公司 投资者关系活动记录表 证券代码：301007 证券简称：德迈仕 大连德迈仕精密科技股份有限公司 投资者关系活动记录表 编号：2025-003 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 参与德迈仕 2024 年度暨 2025 年第一季度业绩说明会的投资者 时间 2025 年 5 月 7 日下午 15:00~17:00 地点 公司会议室 形式 "全景•投资者关系互动平台"(http://ir.p5w.net) 上市公司接待人 员姓名 德迈仕 董事长、总经理何建平 德迈仕 董事、副总经理、财务总监李健 德迈仕 董事、副总经理骆波阳 德迈仕 董事、副总经理、董事会秘书、首席数据官孙百芸 德迈仕 独立董事杨波 德迈仕 独立董事魏兆成 华创证券 投资银行一部高级副总监、保荐代表人魏驰 投资者关系活动 主要内容介绍 1、你们行业本期整体业绩怎么样？你们跟其他公司比如 何？ 尊敬的投资者，您好!汽车零部件行业稳中向好发展，德迈仕 经营业绩亦稳健增长。感谢您对德迈仕的关注。 2、为了做大做 ...