Core Viewpoint - Minglida (301268.SZ) has indicated that its previous business collaboration with Tralas was relatively small, and the potential for rapid business growth will depend on the company's ability to secure specific projects with this client [1] Group 1 - The company has previously engaged in limited business cooperation with Tralas [1] - Future business growth is contingent upon the company's success in obtaining designated projects from this client [1]

经济观察网 2026年2月10日，铭利达发布公告终止广东肇庆的"新能源关键零部件智能制造项目"，该项 目总投资额最高达13亿元，但自2022年12月签约以来仍处于前期筹划阶段。公司表示终止原因为市场环 境研判及战略调整，同时强调不会对业绩产生重大不利影响。同日，公司宣布重庆铭利达新工业园二期 建成。此外，公司预计2025年归母净利润亏损1.7亿元至2.3亿元，连续两年亏损。 股票近期走势 近7天（2026年2月6日至12日），铭利达股价波动显著。2月6日单日暴涨13.36%，收盘价22.57元，成交 额放大至3.67亿元，换手率4.86%；随后股价持续震荡，2月12日收盘价24.83元，近5日累计涨幅 24.71%。资金流向显示，2月12日主力净流入775.97万元，但整体散户资金占比较高。技术面指标如 MACD和KDJ显示短期多头行情，但需关注20日压力位24.63元。 以上内容基于公开资料整理，不构成投资建议。 铭利达2025年三季报显示营业总收入23.66亿元，同比增长25.5%，但归母净利润亏损3709.37万元，亏 损同比收窄61.4%。第三季度单季净利润转负，毛利率为10.74%，反映盈利能力仍不 ...

Core Viewpoint - Minglida (301268) clarified that its main products are structural components manufacturing and do not involve battery packaging [1] Group 1 - The company primarily manufactures structural components, which are flexible and can be adjusted according to customer needs without requiring large-scale technological modifications [1] - Most of the equipment used in production is general-purpose, allowing for adaptability in manufacturing processes [1] - Currently, the company does not have data on its market share in the new battery structural components sector [1]

Core Viewpoint - Minglida (301268) reported that as of January 31, 2026, the total number of shareholders is 12,254 [1] Company Summary - The company has a total of 12,254 shareholders as of the specified date [1]

每经AI快讯，铭利达（301268.SZ）2月12日在投资者互动平台表示，由于海外汽车客户2025年转型电动 化的战略布局实际执行进度不如预期，针对公司定点项目的需求也与原计划存在较大差异，目前海外产 能利用率未达满产状态。同时由于成本费用较高，目前海外汽车客户业务尚处在亏损状态。 （文章来源：每日经济新闻） ...

Core Viewpoint - Minglida (301268.SZ) primarily manufactures structural components and does not engage in battery packaging [2] Group 1: Company Operations - The majority of the equipment used for production is general-purpose, allowing for flexible adjustments based on customer needs without requiring large-scale technological modifications [2] - Currently, there is no available data on the company's market share in the new battery structural component sector [2]

Core Viewpoint - Minglida (301268.SZ) primarily manufactures structural components and does not engage in battery packaging [1] Group 1 - The company's manufacturing equipment is mostly general-purpose, allowing for flexible adjustments based on customer needs without requiring large-scale technological modifications [1] - Currently, there is no available data on the company's market share in the new battery structural component sector [1]

Core Viewpoint - The company, Minglida, has terminated its investment in a new energy project in Zhaoqing, Guangdong, which was planned to have a total investment of up to 1.3 billion yuan, due to market environment assessments and strategic adjustments [1][3]. Group 1: Project Termination - The new energy key component intelligent manufacturing project was initially planned to be developed in two phases, with a total investment of up to 1.3 billion yuan, including 1 billion yuan for the first phase and 300 million yuan for the second phase [2]. - The project was intended to produce products such as battery management systems for electric vehicles, motor controllers, photovoltaic inverters, and energy storage systems, but has remained in the preliminary planning stage for over three years [1][2]. - The company stated that the termination of the project would not have a significant adverse impact on its financial status, as it was still in the planning phase [3]. Group 2: Financial Performance - The company has faced declining performance, with a net profit of 403 million yuan in 2022 dropping to 320 million yuan in 2023, and a significant loss of 469 million yuan in 2024 [4]. - The company is expected to incur further losses in 2025, with projected losses ranging from 170 million yuan to 230 million yuan, marking the second consecutive year of losses [5]. - Factors contributing to the ongoing losses include high costs associated with overseas operations, prolonged project development cycles, and increased financial expenses, alongside challenges in the photovoltaic sector [5].

Core Insights - The news highlights significant corporate announcements and performance reports from various companies, indicating potential investment opportunities and market movements. Group 1: Corporate Announcements - Ge Weidong invested 1 billion yuan to subscribe for shares in Jianghuai Automobile's private placement, acquiring approximately 20.05 million shares at a price of 49.88 yuan per share, contributing to a total fundraising of about 3.5 billion yuan from eight investors [3][4] - *ST Cube completed its suspension review and will resume trading on February 11, 2026, after confirming no undisclosed significant matters related to the company [2] - Yunnan Baiyao plans to invest 137 million yuan in a second phase project for oral liquid production to meet growing market demand [11] Group 2: Performance Reports - Semiconductor manufacturer SMIC reported a 23.2% year-on-year increase in net profit for Q4 2025, reaching 1.223 billion yuan, driven by increased wafer sales and improved capacity utilization [5] - Special Biological Company reported a net profit of 1.038 billion yuan for 2025, reflecting a 25.39% increase year-on-year, attributed to stable sales of key products and new product approvals [6] - New Zobang achieved a net profit of 1.098 billion yuan in 2025, marking a 16.56% increase compared to the previous year [6] Group 3: Fundraising and Restructuring - New Han New Materials plans to raise up to 1 billion yuan through a private placement to fund projects related to high-performance resins and composite materials [8] - Chutian Long intends to raise up to 760 million yuan for the development of innovative safety products and digital operations [8] - Yi Yi Co. decided to terminate its plan to acquire 100% equity of a pet food company due to changes in the target company's operational conditions [8] Group 4: Major Contracts and Investments - Yunjiji Group signed an EPC contract worth 1.331 billion yuan for a cement production line and power station in Zimbabwe, representing 86.66% of the company's audited revenue for 2024 [9] - Solar Energy's subsidiary plans to acquire 100% of Jinhua Windling for 527 million yuan, enhancing its position in the solar power industry [9] - Yutong Technology intends to acquire 51% of Huayan Technology for 448.8 million yuan, which will become a subsidiary post-transaction [9]

Shareholder Reductions - Liu Xiaoying of Huason Pharmaceutical plans to reduce holdings by no more than 3% [1] - Dazi Yintai of Wushang Group plans to reduce holdings by no more than 3% [1] - The controlling shareholder of Runbei Hangke intends to collectively reduce holdings by no more than 3% [1] - Zhao Dongri of Rike Chemical plans to reduce holdings by no more than 3% [1] - Guo Yongfang of Guotou Intelligent plans to reduce holdings by 859.47 million shares [1] - Liu Chengyan, a director of Wangsu Technology, plans to reduce holdings by no more than 1.07% [1] - Dashu Chengzhang of Guoke Tiancai plans to reduce holdings by no more than 3% [1] - Sun Wenqiang, chairman of Haitai Technology, plans to reduce holdings by no more than 3% [1] - Baolifeng of Magu Technology plans to reduce holdings by no more than 214.96 million shares [1] - Zhang Mingyuan of Shunna Co., Ltd. plans to reduce holdings by no more than 1% [1] - Hengdian Holdings plans to reduce 964.40 million shares of Hengdian East Magnetic [1] - Tai'an Hahe has cumulatively reduced 157.2 million shares of Haimeixing [1] - The National Integrated Circuit Fund has reduced 1.08% of Yandong Micro's shares [1] Other Developments - ST Xinhua Jin faces potential suspension risk as the deadline for fund occupation rectification approaches [1] - Minglida has terminated the investment in the construction of the Zhaoqing new energy key component intelligent manufacturing project [1]