Group 1 - Mingyang Circuit focuses on the R&D, production, and sales of printed circuit boards (PCBs), covering high multilayer boards, HDI boards, and rigid-flex boards, widely used in industrial control, communication equipment, and automotive electronics. The demand for high-reliability, high-density PCBs is continuously growing due to industrial automation upgrades, 5G communication network construction, and the increasing penetration of new energy vehicles [1][32] - Weirgao specializes in the R&D, production, and sales of electronic-grade special epoxy resins and related composite materials, which are key raw materials for PCBs. The demand for high-frequency, high-temperature, and low-loss materials is increasing in 5G communication, data centers, and new energy vehicles, leading to an expanding market space for specialty epoxy resins [2][33] - Qiangda Circuit focuses on the R&D, production, and sales of high-density interconnect printed circuit boards (HDI), widely used in consumer electronics such as smartphones and tablets. The market demand for high-end products like high multilayer HDI and AnyLayer HDI is continuously growing due to the recovery of the consumer electronics market and the upgrade of smart terminal functions [3][34] Group 2 - Benchuan Intelligent specializes in the R&D, production, and sales of PCBs, with core products including communication boards, automotive boards, and industrial control boards. The market demand for high-reliability, high-frequency PCBs is expanding due to the construction of 5G base stations and the upgrade of new energy vehicle systems [4][35] - Kexiang Co., Ltd. focuses on the R&D, production, and sales of HDI and high multilayer boards, covering various fields including consumer electronics and automotive electronics. The demand for high-end PCBs is continuously growing due to the functional upgrades of consumer electronics and the increasing demand for automotive electronic systems [5][36] - Jinlu Electronics specializes in the R&D, production, and sales of PCBs, with core products including automotive electronic boards and communication boards. The demand for high-reliability, high-integration PCBs is continuously growing due to the increasing penetration of new energy vehicles and the deep coverage of 5G networks [6][37] Group 3 - Shengyi Technology is a leading global supplier of copper-clad laminates (CCL) and related electronic materials, with products widely used in PCBs and electronic packaging. The demand for high-end copper-clad laminates is continuously expanding due to the increasing demand for high-frequency, high-temperature materials in 5G communication and data centers [7][38] - Xiehe Electronics focuses on the R&D, production, and sales of PCBs, including high-frequency and high-speed boards. The market demand for high-end products is continuously growing due to the advancement of 5G networks and the expansion of new energy vehicle systems [8][39] - Shiyun Circuit specializes in the R&D, production, and sales of PCBs, covering automotive electronics, consumer electronics, and industrial control. The demand for high-reliability, high-integration automotive PCBs is continuously growing due to the increasing complexity of in-vehicle electronic systems [9][40]

近7个交易日内(2026年2月6日至2月12日)，骏亚科技股价区间涨跌幅为2.72%，振幅5.37%，最新收盘价 报14.72元(截至2月12日)。资金流向方面，2月12日主力资金净流出432.63万元，散户资金净流入432.63 万元。技术面显示，股价短期处于震荡区间，20日布林带压力位16.46元，支撑位13.70元。 以上内容基于公开资料整理，不构成投资建议。 股票近期走势 经济观察网骏亚科技（603386）越南高多层线路板项目一期厂房于2026年2月9日实现主体结构封顶，标 志着公司海外产能建设取得关键进展。该项目定位为高多层及HDI产品的智能制造基地，旨在依托越南 区位优势拓展国际客户本地化需求，提升供应链抗风险能力。根据今日半导体的报道，项目将进入内部 装修与设备安装阶段，为后续产能投产奠定基础。 ...

Core Viewpoint - Junya Technology (603386) has announced a projected net loss for the fiscal year 2025, indicating a decrease in losses compared to the previous year, primarily due to rising raw material costs and currency exchange rate impacts [1] Financial Performance - As of January 26, 2026, Junya Technology's stock closed at 15.3 yuan, down 5.32% from the previous trading day, with a total market capitalization of 4.993 billion yuan [1] - The company expects a net profit attributable to shareholders of between -10 million yuan and 0 million yuan for 2025, which reflects a reduction in losses compared to the previous year [1] - The projected net profit after deducting non-recurring gains and losses is estimated to be between -30 million yuan and -20 million yuan [1] Revenue and Cost Factors - The anticipated performance is influenced by a year-on-year increase in operating revenue; however, the gross margin improvement is limited due to rising raw material prices and the depreciation of the US dollar against the Chinese yuan [1] - The company has recognized an impairment provision for goodwill amounting to 123.3367 million yuan for the fiscal year 2024, with no further impairment identified in the current period [1]

Core Viewpoint - Junya Technology (603386) expects a reduction in losses for the fiscal year 2025, projecting a net profit attributable to shareholders of between -10 million to 0 million yuan, compared to the previous year [1] Financial Performance - The company anticipates a net profit attributable to shareholders, excluding non-recurring gains and losses, to be between -30 million to -20 million yuan for the fiscal year 2025 [1]

Core Viewpoint - Junya Technology (603386) announced that as of January 23, 2026, the total amount of guarantees provided by the company and its wholly-owned subsidiaries to their subsidiaries is RMB 383,917.50 million, which accounts for 286.32% of the company's most recent audited net assets [1] Group 1 - The total approved guarantee amount includes both unused guarantee limits and actual guarantee balances [1] - The company and its subsidiaries do not provide guarantees for any third parties [1] - As of the date of the announcement, there are no overdue guarantees from the company or its subsidiaries [1]

Group 1 - The company expects to achieve a net profit attributable to shareholders ranging from -10 million to 0 million yuan for the fiscal year 2025, indicating a reduction in losses compared to the same period last year [1]

Core Viewpoint - Junya Technology (603386.SH) expects a net profit attributable to shareholders for the year 2025 to range from -10 million to 0 million yuan, indicating a reduction in losses compared to the previous year [1] Financial Performance - The company anticipates a net profit attributable to shareholders, excluding non-recurring gains and losses, to be between -30 million and -20 million yuan for 2025 [1] - During the reporting period, the company increased its market development efforts and optimized its sales structure, resulting in a year-on-year increase in operating revenue [1] Cost and Profitability - Despite the increase in operating revenue, the company's gross profit margin only slightly improved compared to the same period last year due to rising raw material prices [1] - The company's foreign sales are primarily settled in US dollars, and fluctuations in the international foreign exchange market have negatively impacted the company's exchange gains and losses due to the depreciation of the US dollar against the Chinese yuan [1]

Core Viewpoint - Junya Technology expects a net profit loss of 20 million to 30 million yuan for the full year of 2025, primarily due to increased market expansion efforts and rising raw material prices impacting gross margins [1] Group 1: Financial Performance - For the first three quarters of 2025, the company's main revenue reached 1.919 billion yuan, a year-on-year increase of 9.36% [2] - The net profit attributable to shareholders was 21.72 million yuan, up 246.13% year-on-year, while the net profit after deducting non-recurring items was 8.53 million yuan, an increase of 126.09% year-on-year [2] - In Q3 2025, the company's single-quarter main revenue was 655 million yuan, a year-on-year increase of 2.11%, but the net profit attributable to shareholders was -16.41 million yuan, a decline of 1207.69% year-on-year [2] Group 2: Operational Challenges - The company faced challenges with gross margin, which only slightly improved compared to the previous year due to rising raw material prices [1] - The company's foreign sales are primarily settled in US dollars, and fluctuations in the international foreign exchange market negatively impacted exchange gains and losses due to the depreciation of the dollar against the yuan [1] - The company recognized an impairment provision of 123.34 million yuan for goodwill related to the acquisition of 100% of Changsha Mutailai, although no further impairment was identified at the end of the reporting period [1]

Core Viewpoint - Junya Technology expects a net profit loss of 0 to 10 million yuan for the full year of 2025, primarily due to increased market expansion efforts and rising raw material prices impacting gross margins [1] Group 1: Financial Performance - For the first three quarters of 2025, the company's main revenue reached 1.919 billion yuan, a year-on-year increase of 9.36% [2] - The net profit attributable to shareholders for the same period was 21.72 million yuan, up 246.13% year-on-year [2] - The net profit excluding non-recurring items was 8.53 million yuan, reflecting a year-on-year increase of 126.09% [2] Group 2: Quarterly Performance - In Q3 2025, the company's single-quarter main revenue was 655 million yuan, a year-on-year increase of 2.11% [2] - The net profit attributable to shareholders for Q3 was -16.41 million yuan, a significant decline of 1207.69% year-on-year [2] - The net profit excluding non-recurring items for Q3 was -16.63 million yuan, down 309.22% year-on-year [2] Group 3: Operational Challenges - The company's gross margin was reported at 16.75%, with a slight increase compared to the previous year despite rising raw material costs [2] - The company faced negative impacts from foreign exchange fluctuations, particularly due to the depreciation of the US dollar against the Chinese yuan [1] - A goodwill impairment provision of 123.34 million yuan was made for the acquisition of Changsha Mutailai, although no further impairment was identified at the end of the reporting period [1]

Core Viewpoint - Junya Technology (603386.SH) expects a net profit attributable to shareholders for the year 2025 to range from -10 million to 0 million yuan, indicating a reduction in losses compared to the previous year [1] Financial Performance - The company anticipates a net profit attributable to shareholders, excluding non-recurring gains and losses, to be between -30 million and -20 million yuan for 2025 [1] - During the reporting period, the company increased its market development efforts and optimized its sales structure, resulting in a year-on-year increase in operating revenue [1] Cost and Profitability - Despite the increase in operating revenue, the company's gross profit margin only slightly improved compared to the same period last year, primarily due to rising raw material prices [1] - The company's foreign sales are mainly settled in US dollars, and fluctuations in the international foreign exchange market have negatively impacted the company's exchange gains and losses due to the depreciation of the US dollar against the Chinese yuan [1]