1月8日，美利信涨0.17%，成交额2.08亿元，换手率5.45%，总市值72.97亿元。 异动分析 来源：新浪证券-红岸工作室 3、根据招股说明书：公司是全球前两大通信主设备商华为和爱立信通信基站铝合金精密压铸件的核心 供应商，是通信基站铝合金精密压铸件领域最具竞争力的企业之一。 4、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 5、根据招股说明书：公司汽车领域的客户主要为特斯拉（Tesla）、比亚迪、一汽股份、神龙汽车、沃 尔沃（Volvo）。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 东数西算(算力)+5G+华为概念+专精特新+特斯拉概念 资金分析 1、2025年11月26日投资者关系活动记录表：公司在液冷方向的业务规划，是紧跟全球数据中心、高性 能计算和人工智能算力爆发式增长所带来的散热需求升级而制定的战略性、前瞻 ...

1、2025年11月26日投资者关系活动记录表：公司在液冷方向的业务规划，是紧跟全球数据中心、高性 能计算和人工智能算力爆发式增长所带来的散热需求升级而制定的战略性、前瞻性布局。公司的液冷散 热技术主要应用于三大板块：新能源汽车、通信散热与算力、数据中心。以此为重心，公司于2025年1 月战略性成立上海美利信，核心任务是将包括液冷在内的前沿散热技术转化为客户定制化的解决方案， 精准满足市场对高效散热的需求。 来源：新浪证券-红岸工作室 1月5日，美利信涨1.50%，成交额2.07亿元，换手率5.45%，总市值73.92亿元。 异动分析 东数西算(算力)+5G+华为概念+专精特新+特斯拉概念 今日主力净流入-1780.07万，占比0.09%，行业排名66/89，连续3日被主力资金减仓；所属行业主力净流 入-25.48亿，连续3日被主力资金减仓。 2、根据2023年5月5日互动易：公司4G、5G通信类的主要产品是通信基站机体和屏蔽盖等结构件。 3、根据招股说明书：公司是全球前两大通信主设备商华为和爱立信通信基站铝合金精密压铸件的核心 供应商，是通信基站铝合金精密压铸件领域最具竞争力的企业之一。 4、专精特新"小巨 ...

Core Viewpoint - The company, Meilixin Technology Co., Ltd., is experiencing fluctuations in stock performance and is actively involved in the integrated die-casting technology sector, particularly in the automotive and communication industries. Company Overview - Meilixin Technology, established on May 14, 2001, is located in Chongqing and specializes in the R&D, production, and sales of aluminum alloy precision die-casting parts for the communication and automotive sectors. The revenue composition includes 64.79% from automotive parts, 29.88% from communication components, and 3.84% from other categories [7]. Recent Stock Performance - On September 26, the stock price of Meilixin fell by 5.59%, with a trading volume of 615 million yuan and a turnover rate of 16.01%, resulting in a total market capitalization of 7.329 billion yuan [1]. Industry Engagement - The company has entered the supply chain of notable clients such as SolarEdge, Xiaomi Automotive, and Scania, a leading global commercial vehicle manufacturer, indicating a strong market presence [2]. - Meilixin is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which enhances its competitiveness and stability within the industry [2]. Financial Performance - For the first half of 2025, Meilixin reported a revenue of 1.859 billion yuan, reflecting a year-on-year growth of 12.41%. However, the net profit attributable to shareholders was -105 million yuan, marking a significant decline of 468.13% compared to the previous year [7][8]. Technical Analysis - The average trading cost of the stock is 38.33 yuan, with recent accumulation activity noted, although the strength of this accumulation is weak. The current stock price is positioned between a resistance level of 43.98 yuan and a support level of 28.74 yuan, suggesting potential for range trading [6]. Institutional Holdings - As of June 30, 2025, the number of shareholders decreased by 5.61% to 19,700, with an average of 5,537 shares held per person, which increased by 5.94% [7].

Core Viewpoint - The company, Meilixin Technology Co., Ltd., is actively involved in the integrated die-casting and autonomous driving sectors, showcasing significant technological advancements and a diverse client base in both traditional and new energy vehicle markets [2][7]. Company Overview - Meilixin Technology was established on May 14, 2001, and went public on April 24, 2023. The company specializes in the research, production, and sales of aluminum alloy precision die-casting parts for the communication and automotive sectors [7]. - The revenue composition of the company includes 64.66% from automotive components, 31.14% from communication structural parts, and 2.50% from other categories [7]. Industry Position - The company is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in China for companies excelling in niche markets with strong innovation capabilities and high market share [2]. - Meilixin is one of the few companies with large-scale integrated die-casting technology, possessing 8800-ton and 7000-ton die-casting islands, and has received customer recognition for the quality of its products [2]. Financial Performance - For the first quarter of 2025, Meilixin reported a revenue of 8.81 billion yuan, reflecting a year-on-year growth of 14.39%. However, the net profit attributable to shareholders was a loss of 6010.95 million yuan, a decrease of 1076.12% compared to the previous year [8]. - The company has distributed a total of 2527.20 million yuan in dividends since its A-share listing [9]. Market Activity - On August 12, the stock price of Meilixin increased by 0.20%, with a trading volume of 116 million yuan and a turnover rate of 4.22%, leading to a total market capitalization of 5.328 billion yuan [1]. - The stock has seen a net inflow of 446,600 yuan from major investors, indicating a lack of clear trend in major holdings [4][5].