立中四通轻合金集团股份有限公 司相关债券 2025 年跟踪评级报告 中鹏信评【2025】跟踪第【335】号 01 信用评级报告声明 除因本次评级事项本评级机构与评级对象构成委托关系外，本评级机构及评级从业人员与评级对象不存 在任何足以影响评级行为独立、客观、公正的关联关系。 本评级机构与评级从业人员已履行尽职调查义务，有充分理由保证所出具的评级报告遵循了真实、客 观、 公正原则，但不对评级对象及其相关方提供或已正式对外公布信息的合法性、真实性、准确性和完整性 作任何保证。 本评级机构依据内部信用评级标准和工作程序对评级结果作出独立判断，不受任何组织或个人的影响。 本评级报告观点仅为本评级机构对评级对象信用状况的个体意见，不作为购买、出售、持有任何证券的 建议。本评级机构不对任何机构或个人因使用本评级报告及评级结果而导致的任何损失负责。 本次评级结果自本评级报告所注明日期起生效，有效期为被评证券的存续期。同时，本评级机构已对受 评对象的跟踪评级事项做出了明确安排，并有权在被评证券存续期间变更信用评级。本评级机构提醒报 告使用者应及时登陆本公司网站关注被评证券信用评级的变化情况。 本评级报告版权归本评级机构所有， ...

"公司坚持内销市场和外销市场'两条腿'走路。"王文志说，经过多年技术沉淀，宏鑫科技在我国商用车 市场取得重大突破，在锻造铝合金车轮领域形成技术优势，并构建起较为完善的研发体系，展现出强劲 的技术与产品创新能力。近年来，汽车轻量化成为发展趋势，宏鑫科技主营产品汽车锻造铝合金车轮在 行业内的优势愈加明显。就产品特性而言，与钢制车轮相比，铝合金车轮具有质量更轻、强度更高、可 塑性更强等优点。目前，宏鑫科技的铝合金车轮产品直接配套国内多家整车制造商和一级供应商。 王文志认为，随着国内汽车消费群体的个性化需求日益突出，国内轮毂定制化市场即将迎来新一轮爆发 式增长，公司的市场空间十分广阔。"公司投入大量研发经费，打造先进智能组合设备生产线，在满足 大批量生产的同时，赋予车轮定制化能力。"宏鑫科技常务副总经理陆闵贤介绍，在探索轻量化材料应 用的同时，公司还致力于突破制造工艺，持续优化产品的强度和外观，延长产品寿命等。目前，公司年 产100万件高端锻造汽车铝合金车轮智造工厂及研发中心升级项目已建设过半，未来公司的创新能力将 得到多维度提升。 此外，在飞行器壳体业务领域，宏鑫科技在壳体制造过程中采用锻造工艺，能有效提升材料的抗 ...

投资者您好，低压铸造也是公司一项重要的生产工艺，在持 续拓展公司业务的基础上，公司会结合客户订单产品的需求以及 公司自身各项工艺的产能调配及生产成本，合理的安排低压铸造 的产能。谢谢您的关注！ 证券代码： 002725 证券简称：跃岭股份 浙江跃岭股份有限公司投资者关系活动记录表 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | --- | --- | | 类别 | 媒体采访 业绩说明会 □ √ | | | 路演活动 □ 新闻发布会 □ | | | □ 现场参观 | | | □ 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 5 月 13 日 (周二) 下午 13:30~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、董事长林仙明 | | 员姓名 | 2、独立董事陈东坡 | | | 3、董事会秘书陈圳均 | | | 4、财务总监阮高辉 投资者提出的问题及公司回复情况 | | | ...

Core Viewpoint - The company has established unique core competitive advantages through long-term efforts and comprehensive development across various business segments, enhancing its resilience and market position [1][2]. Group 1: Competitive Advantages - The company has achieved synergistic development across its business segments, leading to shared sales channels, centralized procurement for cost savings, and improved risk resistance [1]. - The company possesses strong production capabilities and a diversified global capacity layout and sales network, highlighting its scale and regional advantages [1]. Group 2: Future Strategy - The company will continue to position itself as a global supplier of aluminum alloy new materials and lightweight automotive components, enhancing its international competitiveness [2]. - The company aims to expand its presence in the new energy vehicle market and accelerate the transition to high-value-added wheel products such as spun, forged, and large-sized wheels [2]. - The company plans to leverage its supply chain advantages to increase its market share in low-carbon and green aluminum alloy wheels, ensuring sustainable development through global resource support [2]. - The company will focus on developing high-performance new materials for applications in new energy vehicles, 3C products, low-altitude economy, humanoid robots, and semiconductor chips [2]. - The company intends to increase research and market development efforts for high-end functional intermediate alloy materials to boost market share in this segment [2].

Core Viewpoint - The company is actively engaging in product development and market expansion, particularly in the fields of aluminum alloy wheels and new materials, while addressing investor concerns regarding financial health and market positioning [1][2][3]. Group 1: Company Performance and Financials - The company's accounts receivable balance as of December 31, 2024, was 5.503 billion, an increase of 36.48% from 4.032 billion at the end of 2023, primarily due to rising aluminum prices and increased sales of recycled aluminum alloys and functional intermediate alloys [1]. - In the first quarter of 2025, the company achieved revenue of 7.183 billion, a year-on-year increase of 20.39%, and a net profit attributable to shareholders of 162 million, reflecting a growth of 16.45% compared to the previous year [12][13]. Group 2: Market Position and Strategy - The company is recognized as one of the largest manufacturers of aluminum alloy wheels in China, focusing on the research and production of green and lightweight aluminum alloy components [9]. - The company is expanding its overseas production capacity in Mexico and Thailand to mitigate international trade risks and meet increasing orders for aluminum alloy wheels [4][9]. Group 3: Product Development and Innovation - The company has successfully developed a series of heat treatment-free aluminum alloys and low-carbon A356 alloys, which are being applied in high-end manufacturing sectors, including new energy vehicles and robotics [2][10]. - The company is committed to enhancing its research and development capabilities, with a focus on high-performance aluminum alloys and intermediate alloys, to meet the demands of the high-end manufacturing market [10][14]. Group 4: ESG and Sustainability Efforts - The company has been actively promoting sustainable development practices, including recycling aluminum resources and implementing low-carbon strategies, and has been recognized for its ESG efforts [5][6]. - The company has published its ESG report for three consecutive years and aims to further enhance its ESG performance in line with national carbon neutrality goals [5][6]. Group 5: Future Outlook - The company anticipates that its market value will be driven by industry trends, strategic execution, and market conditions, particularly in the context of lightweight and low-carbon development policies [11]. - The company is focused on expanding its presence in emerging markets and enhancing its international competitiveness through a diversified production capacity [10][11].

立中集团分析师会议 调研日期：2025年04月21日 调研行业：汽车零部件 参与调研的机构：磐厚动量、嘉世私募、睿郡资管、天猊投资、 涌贝资管等 / | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | 颜的集团 | | | 例体位次数 4 | 24/40 33 | | FININ EXIAN, BENN, LEWI | | | 極力集团 | | | · 例计以上的 8 | 品机构管 23 | 调研基本情况 调研对象：立中集团 所属行业：汽车零部件 接待时间：2025-04-21 上市公司接待人员：立 ...

上市公司是新质生产力发展和服务民生的重要微观主体，记者了解到，《报告》提出的关于发展新质生产力、提振消费等内容引起深市委员代表的广泛关注。 《2025年国务院政府工作报告》（简称《报告》）出炉，明确2025年发展蓝图。 《报告》提到：要"因地制宜发展新质生产力，加快建设现代化产业体系"，要"培育壮大新兴产业、未来产业""推动传统产业改造提升""激发数字经济创新活力"。 在需求侧，要"大力提振消费、提高投资效益，全方位扩大国内需求""推动更多资金资源'投资于人'、服务于民生"。 培育壮大新兴产业、未来产业 《报告》提出，"深入推进战略性新兴产业融合集群发展，开展新技术新产品新场景大规模应用示范行动""加强产业统筹布局和产能监测预警，促进产业有序发展和 良性竞争""让更多企业在新领域新赛道跑出加速度"等。 发展新质生产力是推动高质量发展的内在要求和重要着力点。作为产业发展的微观基础，上市公司如何在培育新兴产业、未来产业上下功夫？ 全国人大代表、深圳市德方纳米科技股份有限公司董事长孔令涌表示，"作为一家新能源行业的科技公司，公司坚持以技术创新为先导，专注于技术创新、工艺优化 和产品性能改善，截至目前，公司已累计申请 ...