投资者关系活动记录表 编号：2025-010 | | □特定对象调研分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访业绩说明会 | | 动类别 | □新闻发布会路演活动 □现场参观 | | | 其他 | | 参与单位名称 | 开源证券 徐剑峰；博时基金 王乐琛；阳光资产 李曦辰；中银基 | | 及人员姓名 | 金 华旭桥；泓德基金 时佳鑫；泰聚基金 周雪 | | 时间 | 2025 年 12 月 16 日 | | 上市公司接待 | 立中集团副总裁、董事会秘书 李志国；立中合金集团技研中心总 | | 人员姓名 | 监 何更雷；立中集团证券事务代表 冯禹淇 | | | 1、公司目前的经营状况和未来预期如何？ | | | 答：2025 年公司经营状况稳中向好，各业务板块协同发力实 | | | 现业绩持续增长，叠加汇率波动对汇兑损益的影响逐步修复，公司 | | | 盈利能力进一步增强，1-9 月公司累计实现营业收入 2,292,114 万 | | | 元，较上年同期增长 18.34%，累计实现归属于上市公司股东的净 | | 投资者关系活 | 利润为 62,543 万元，较上年同期增 ...

聚焦数智赋能重庆加快构建现代化产业体系 央视新闻客户端消息(新闻联播)：党的二十届四中全会提出，全面增强自主创新能力，抢占科技发展制 高点，不断催生新质生产力。上海、重庆结合经济发展实际，拓展新兴产业和未来产业赛道，以创新驱 动高质量发展。 拓展未来产业赛道上海以创新驱动高质量发展 在上海张江，这家科技企业正将脑机接口系统从实验室推向应用。这项自主研发的前沿技术，可以更好 地帮助患者康复训练、恢复肢体功能。从理论研究到应用市场，上海抢占前沿赛道，推动脑机接口技术 加速推广。未来，脑机接口产品将在工业制造、生活消费等领域广泛应用。 "十四五"以来，上海以科技创新赋能高质量发展，聚力攻坚人工智能、生物医药、集成电路三大先导产 业关键核心技术，基础研究投入增长84.5%，不断将创新成果从实验室推向产业应用。贯彻落实四中全 会精神，上海以科技创新培育高质量发展新动能，加速营造具有全球竞争力的开放创新生态。 在重庆高新区，这个智能网联汽车开发团队，正在拓展应用"车路云网图"一体化关键技术，通过市级云 控平台与智能网联汽车的数据联通，形成集信号灯智能控制、车速动态优化等11类网联功能，突破了智 能汽车靠自身雷达等感知能力 ...

今日26股封单资金超过1亿元。 涨停战场： 通宇通讯封单资金逾10亿元 据证券时报·数据宝统计，今日（12月1日），从收盘涨停板封单量看，今飞凯达、雷科防务、通宇通讯、顺灏股份排名前四，依次为47.97万手、 40.89万手、40.19万手、40.11万手；梅雁吉祥、航天发展、银河电子等股紧随其后，封单量均在30万手以上。 从连续涨停天数看，金富科技斩获6连板；*ST亚太实现5连板；海欣食品、海王生物完成4连板；通宇通讯、道明光学、睿能科技、*ST国华收获3 个连续涨停。 今日26股封单资金超过1亿元。通宇通讯、中兴通讯、航天发展、中国电影、北京君正5股封单资金超过4亿元，依次为10.51亿元、9.4亿元、4.94亿 元、4.25亿元、4亿元；阳光乳业、顺灏股份、雷科防务等股随后，封单资金均逾3亿元。 通宇通讯积极拓展卫星通信业务，已形成覆盖"星—地—端"全链条的产品布局，包括卫星通信载荷、地面站终端及终端应用。截至2025年6月末， 公司已在射频通信领域拥有授权专利700多项，涵盖国际、发明及实用新型等多种类型。公司今日发布股票交易异常波动公告，表明公司、控股股 东、实际控制人不存在应披露而未披露的重大事项 ...

Core Viewpoint - The "Kaitou Huangpu Laboratory" serves as a significant platform for technological innovation and industrial upgrading in Huangpu District, aiming to create a model for science and technology enterprises and research institutions [1] Group 1: Laboratory Overview - The laboratory covers an area of 26,000 square meters with a total construction area of 103,000 square meters, recognized as a municipal incubator and one of the first 5G incubation carriers in Guangzhou [1] - It has attracted top domestic research resources, including several high-end research institutions focusing on cutting-edge fields such as nanotechnology, integrated circuits, 5G technology, artificial intelligence, new energy, and biomedicine [1][2] Group 2: Research Institutions - The Guangdong Corrosion Science and Technology Innovation Research Institute, led by the Institute of Metal Research of the Chinese Academy of Sciences, focuses on corrosion protection and new material development in sectors like new energy and marine engineering [2] - The laboratory has introduced a high-level team led by academicians and has established a strong research cluster effect with various renowned research institutions [2] Group 3: Entrepreneurial Support - The laboratory provides tailored support for enterprises, including a comprehensive range of services such as entrepreneurship mentoring, resource integration, and a dedicated association for innovation and entrepreneurship [2][3] - It has implemented various measures to address enterprise needs, including shuttle services, high-quality environment optimization, and efficient connection mechanisms [3] Group 4: Facilities and Services - The laboratory features a range of amenities, including dining, accommodation, convenience stores, and fitness centers, along with a professional management team to support high-level technical experts [4] - Transportation is convenient, with easy access to major highways and public transportation, including shuttle services to the subway [4] Group 5: Future Development - The laboratory aims to continue attracting high-end research institutions and innovative enterprises, aspiring to become a globally influential technology innovation park [4]

Core Viewpoint - The strategic cooperation agreement between Lichung Group and Beijing Weijing Intelligent Technology aims to extend Lichung's business from automotive aluminum alloy materials to humanoid robotics, enhancing the application of aluminum materials in emerging industries and addressing key manufacturing cost challenges for Weijing Intelligent [1] Group 1 - Lichung Group will leverage its core advantages in high-end aluminum alloy material R&D, forging, die-casting, and CNC processing to provide high-performance aluminum materials and lightweight components for Weijing's humanoid robots, facilitating both lightweight upgrades and cost efficiency in production [2] - Lichung Group will utilize its standardized production facilities, leading CNC equipment, and mature smart production lines to assemble and support Weijing's humanoid robots, ensuring assembly precision and efficiency, thus accelerating mass production [2] Group 2 - Weijing Intelligent will provide Lichung Group with advanced visual inspection and standardized operational solutions for smart factories, covering quality inspection, precision operations, safety protection, logistics handling, and positioning guidance, enhancing production efficiency and reducing risks [3] - Lichung Group will serve as a testing base for Weijing's smart factory solutions, facilitating various manufacturing scenarios and assisting in robot technology adaptation testing, while collecting critical operational data for optimization [3] - Both companies will jointly establish a "robot manufacturing lightweight materials and components R&D laboratory" to focus on new material development, automation production, and manufacturing process innovation, achieving deep industrial collaboration through technology sharing and resource complementarity [3]

Group 1 - Company Sairus signed a cooperation framework agreement with Beijing Volcano Engine for embodied intelligence business, focusing on intelligent robot decision-making and control technology [3] - Lichong Group signed a strategic cooperation agreement with Beijing Weijing Intelligent Technology to extend its business into humanoid robotics and develop lightweight materials [4] - WuXi AppTec sold 30.3 million shares of WuXi AppLink for approximately HKD 2.346 billion, impacting its net profit by about RMB 4.351 billion for the fiscal year 2025 [5] Group 2 - Zhonghuan Environmental Protection announced a change in controlling shareholder to Beijing Dingyuan and Liu Yang, with a total transfer price of RMB 598 million [6] - Xinyisheng's share transfer was preliminarily priced at RMB 328 per share, with a subscription multiple of 2.6 times [7] - Tianhe Magnetic Materials plans to invest RMB 900 million in high-performance rare earth permanent magnet projects [8] Group 3 - Ganfeng Lithium launched a flight series power supply suitable for low-altitude economy, achieving energy density between 320Wh/kg and 550Wh/kg [9][10] - Jiangxi Copper reported significant price increases in its main products, copper cathodes and gold [11] - Luoyang Molybdenum stated that its production and sales activities remain stable, with no significant fluctuations in costs [12] Group 4 - Wens Foodstuff Group reported sales of 3.3253 million pigs in September, generating revenue of RMB 4.975 billion [15] - Muyuan Foods reported a 22.46% year-on-year decline in sales revenue for September, totaling RMB 9.066 billion [16] - Qianli Technology's new energy vehicle production increased by 976% year-on-year in September [17] Group 5 - Guangdong Mingzhu expects a net profit increase of 858.45% to 1071.44% for the first three quarters of 2025 [19] - Guoda Special Materials anticipates a net profit increase of approximately 213.92% for the first three quarters of 2025 [20] - Jinli Permanent Magnet expects a net profit increase of 157% to 179% for the first three quarters of 2025 [21] Group 6 - Huamao Logistics' controlling shareholder plans to increase its stake by RMB 64.5 million to 129 million [24] - Weili plans for its directors and senior management to increase their stakes by RMB 6.5 million to 13 million [25] - Qiaoyin Co. plans to reduce its shares by up to 6% [26]

Core Viewpoint - The company, Lichung Group, has signed a strategic cooperation agreement with Beijing Weijing Intelligent Technology Co., Ltd. to expand its business from automotive aluminum alloy materials and components into the humanoid robotics industry, aiming to explore new applications for aluminum alloy materials and components in emerging sectors [1] Group 1: Strategic Cooperation - The agreement focuses on business collaboration, including the provision of high-performance aluminum alloy materials and lightweight key components, as well as visual inspection and standardized operation solutions for smart factories [1] - Both parties have agreed to further advance equity cooperation to deepen their partnership [1] Group 2: Financial Impact - The cooperation is not expected to have a significant impact on the company's financial status and operating results for the fiscal year 2025, but it may positively influence the company's performance in future years [1]

Core Viewpoint - The collaboration between Lichung Group and Beijing Weijing Intelligent Technology Co., Ltd. aims to extend Lichung Group's reach into the humanoid robotics industry and enhance the application of aluminum alloy materials and components in emerging sectors [1] Group 1: Partnership Details - On October 9, 2025, Lichung Group signed a "Robot Strategic Cooperation Agreement" with Beijing Weijing Intelligent Technology Co., Ltd. [1] - Lichung Group will supply high-performance aluminum alloy materials and lightweight key components to Weijing Intelligent [1] - Weijing Intelligent will provide visual inspection and standardized operation solutions for smart factories to Lichung Group [1] Group 2: Joint Initiatives - Both parties will establish a "Research Laboratory for Lightweight Materials and Components in Robot Manufacturing" focusing on new material research, automation production, and manufacturing process innovation [1] - The agreement includes plans to advance equity cooperation to deepen the partnership [1] Group 3: Expected Impact - The collaboration is anticipated to have a positive impact on the company's future annual operating performance [1]

Group 1: Technological Advancements in Industry - Heilongjiang is driving its industrial transformation through "technology breakthroughs + industrial upgrades" during the 14th Five-Year Plan, aiming to revitalize its old industrial base and reshape its development pattern [1] - The Northeast Light Alloy Co., Ltd. (Dongqing) has developed high-performance aluminum alloy materials that have increased yield strength by 70% to 80%, crucial for reducing the weight of domestic large aircraft [2][3] - Dongqing's aluminum alloy pre-stretched plates are essential for the C919 large passenger aircraft, overcoming significant challenges in material properties and production processes [3] Group 2: Growth of the Aviation Industry - The aviation industry in Pingfang District has shown strong growth, achieving nearly 60 billion yuan in output value by 2024, and has been recognized as a national-level industrial cluster [3][4] - Over 200 aviation-related enterprises are now located in Pingfang District, with a 90% local supply rate for key components [4] Group 3: Innovations in Energy Sector - The Daqing Oilfield has introduced a new "underground small circulation" technology that significantly reduces water content in oil samples, allowing previously unproductive wells to resume output [5][6] - This technology has the potential to transform the recovery of old oil fields, enabling economic development without the need for new drilling [6] - By July 2025, Heilongjiang aims to have 31.45 million kilowatts of installed renewable energy capacity, accounting for 57.9% of the province's total power generation [6] Group 4: Smart Agriculture Initiatives - The "Tiangong Kaiwu" model developed in Heilongjiang is a pioneering agricultural model that utilizes data to optimize crop management and decision-making processes [7][8] - The province has established a comprehensive agricultural machinery management platform and a pest monitoring network, enhancing efficiency and responsiveness in agricultural practices [8]

Economic Growth - Chongqing's economy is projected to grow at an average annual rate of 5.7% from 2021 to 2024, becoming the first city in central and western China with an economic output exceeding 3 trillion yuan [1] - Per capita GDP in Chongqing is expected to surpass 100,000 yuan [1] High-Quality Development - Over the past five years, Chongqing has focused on high-quality development, aiming to establish itself as a significant strategic support for the new era of western development [2] - The industrial revenue of large-scale enterprises is expected to reach 2.8 trillion yuan by 2024, while the service sector's added value is projected to hit 1.8 trillion yuan [2] - The production of laptops has maintained its position as the world's largest for 11 consecutive years, and the output of smart connected new energy vehicles is set to increase from 43,000 units in 2020 to 953,000 units by 2024 [2] Technological Innovation - Chongqing has accelerated the establishment of a nationally influential technology innovation center, with annual growth in R&D expenditure of 11% [2] - The number of national key laboratories has increased to 11, and significant breakthroughs have been made in core technologies such as high-power drive motors [2] - The global ranking of Chongqing as a research city has improved from 98th in 2020 to 40th in 2024 [2] Consumer Market Development - The total retail sales of social consumer goods in Chongqing have exceeded 1.6 trillion yuan, ranking second among cities nationwide [3] - Unique consumer experiences, such as the "8D magical" mountain city and drone light shows, have contributed to the city's consumer market growth [3] Infrastructure Development - The operational mileage of rail transit in Chongqing has increased from 344 kilometers to 582 kilometers [3] - New high-speed rail connections have been established, significantly improving accessibility to the city [3] - Major projects have successfully addressed electricity supply shortages during peak summer periods [3]