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 - 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 ...