来源：环球网 根据统计，A股市场上MIM概念股合计有11只，部分个股在近期已有出色表现。其中，统联精密在7月 24日收盘"20cm"涨停，股价再创历史新高。国金证券研报显示，统联精密深耕MIM工艺，推进生产智 能化、自动化，同时凭借MIM业务的客户资源、技术体系，开拓CNC、激光切割等非MIM生产工艺。 此外，东睦股份也于7月24日收获涨停。 东方IC 从年内股价表现来看，美湖股份大涨近104%。根据公司年报，美湖股份控股子公司苏州莱特主要从事 粉末冶金、MIM技术的研发以及工程零件的生产和销售，主要客户包括特斯拉和博格华纳等。此外， 明阳科技、海昌新材、统联精密等个股年内均大涨超50%。（南木） 中信建投研报指出，中国已经成为最大的MIM市场，当前MIM主要应用于消费电子领域。随着人形机 器人、AI终端设备、智能穿戴设备、高端消费电子、高端制造等行业发展和升级，对高精度、高复杂 性、高强度等零件需求进一步提升，MIM工艺在精密、复杂、关键零部件生产中的优势将进一步凸 显，上述领域需求高增，MIM工艺或迎来蓝海市场。 【环球网财经综合报道】7月24日，特斯拉在Q2业绩说明会上披露了擎天柱（Optimus）的重 ...

Core Viewpoint - Dongmu Co., Ltd. is significantly increasing its stake in the MIM (Metal Injection Molding) sector by acquiring 34.75% of Shanghai Fuchi High-Tech Co., Ltd. for 735 million yuan, aiming to hold 99% of the company post-transaction, which is expected to enhance its growth in the MIM business and overall performance [1][2]. Group 1: Acquisition Details - The acquisition involves issuing shares and cash payments to five parties for a total of 34.75% equity in Shanghai Fuchi, with a transaction price of 735 million yuan [2]. - Dongmu plans to raise up to 548 million yuan from no more than 35 specific investors to fund the acquisition and technology upgrades for MIM production lines [2]. Group 2: Business Performance - In Q1 2025, Dongmu reported revenue of 1.459 billion yuan, a year-on-year increase of 32.41%, and a net profit of 112 million yuan, up 37.61% [1][5]. - The MIM business generated revenue of 634 million yuan in Q1 2025, reflecting a growth of approximately 65.86% [5]. - For the full year 2024, Dongmu achieved total revenue of 5.143 billion yuan, a 33.20% increase, with net profit reaching 397 million yuan, a significant rise of 100.59% [5]. Group 3: MIM Business Growth - The MIM segment's revenue for 2024 was 1.965 billion yuan, marking a 92.19% increase and accounting for 38.2% of the company's total revenue [5]. - The company has added seven new production lines for foldable hinge modules in 2024, transitioning from "MIM parts" to "MIM parts + modules" [3]. Group 4: R&D and Innovation - Dongmu has focused on R&D to drive high-end manufacturing upgrades, with R&D expenses increasing from 245 million yuan in 2020 to 322 million yuan in 2024 [5]. - As of the end of 2024, Dongmu holds 222 invention patents and 622 utility model patents, forming a technological moat in MIM, P&S, and SMC platforms [6].