Workflow
Kersen(603626)
icon
Search documents
华为17999元新三折叠机核心供应商拆解
DT新材料· 2025-09-07 16:04
Core Viewpoint - Huawei has officially launched the new Mate XTs foldable smartphone, priced at 17,999 yuan, which is 2,000 yuan lower than its predecessor, marking a significant development in the foldable smartphone market [2] Group 1: Product Features - The new Mate XTs features a new hinge system called "Tiangong Hinge," which reduces the thickness of the outer fold axis by 23% and the inner fold axis by 16% compared to single-sided foldable phones [2] - The device has a lightweight metal frame design and introduces eSIM functionality, eliminating the need for a physical SIM card slot. Its thickness is only 3.6mm when unfolded, making it 15% thinner than Samsung's Galaxy Z Fold 7 [3] - The screen is the largest foldable display in the industry, utilizing 30μm ultra-thin UTG glass, which enhances impact resistance by 30% through the use of non-Newtonian fluid materials [3] Group 2: Market Performance - Huawei has achieved a historical milestone by becoming the first Chinese brand to exceed 10 million cumulative shipments of foldable smartphones, with a market share of 75% in the foldable smartphone segment [4] - According to IDC data, the foldable smartphone market in China is expected to reach 4.98 million units in the first half of 2025, reflecting a year-on-year growth of 12.6% [4] Group 3: Supply Chain Insights - The hinge system's value is approximately 1,000 yuan, with suppliers including Kosen Technology, Jingyan Technology, and Yian Technology [2] - The metal frame's value is estimated to be between 800-1,000 yuan, with the supplier being AAC Technologies, which also provides speaker and motor components [3] - The display suppliers include BOE and Visionox, while the UTG flexible glass is sourced from Kaisheng Technology and Changxin Technology, indicating an increase in material costs due to upgrades [3]
昆山科森科技股份有限公司 关于召开2025年半年度业绩说明会的公告
Core Viewpoint - The company, Kunshan Kersen Technology Co., Ltd., is holding an investor briefing on October 21, 2025, to discuss its 2025 semi-annual performance and financial results, allowing investors to engage in Q&A sessions [2][3][4]. Group 1: Meeting Details - The investor briefing is scheduled for October 21, 2025, from 16:00 to 17:00 [2][4]. - The meeting will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted in an interactive online format [2][4]. - Investors can submit questions from October 14 to October 20, 2025, through the Roadshow Center website or via the company's email [2][4][5]. Group 2: Participation Information - Investors can participate in the briefing by logging into the Shanghai Stock Exchange Roadshow Center on the scheduled date and time [4][5]. - The company will address commonly asked questions during the briefing, ensuring transparency and engagement with investors [3][4].
科森科技:10月21日将举行2025年半年度业绩说明会
Zheng Quan Ri Bao· 2025-09-05 11:40
Group 1 - The company, Kosen Technology, announced that it will hold a semi-annual performance briefing on October 21, 2025, from 16:00 to 17:00 [2]
科森科技换手率25.36%,上榜营业部合计净买入2.43亿元
Group 1 - The stock of Kosen Technology (603626) increased by 3.51% with a turnover rate of 25.36% and a trading volume of 2.11 billion yuan, showing a fluctuation of 16.29% during the day [2] - The stock was listed on the Shanghai Stock Exchange's daily trading report due to its significant fluctuation and turnover rate, with a net buying amount of 243 million yuan from brokerage seats [2] - In the last six months, the stock has appeared on the trading report 12 times, with an average price increase of 2.79% the day after being listed and an average increase of 5.99% in the following five days [2] Group 2 - The company reported a revenue of 1.582 billion yuan for the first half of the year, a year-on-year decrease of 9.13%, and a net profit of -105 million yuan [3] - The top five buying brokerage seats on September 5 included UBS Securities, Guotai Junan Securities, and Goldman Sachs, with the largest buying amount from UBS at approximately 108.78 million yuan [3][4] - The largest selling brokerage seat was from Lianchu Securities, with a selling amount of approximately 42.65 million yuan [3][4]
科森科技: 关于召开2025年半年度业绩说明会的公告
Zheng Quan Zhi Xing· 2025-09-05 08:09
Group 1 - The company, Kersen Technology Co., Ltd., will hold a half-year performance briefing on October 21, 2025, from 16:00 to 17:00 [1][2] - The briefing will be conducted in an interactive online format via the Shanghai Stock Exchange Roadshow Center [2][3] - Key personnel attending the briefing include the Chairman, General Manager, Secretary of the Board, and the Chief Financial Officer [2] Group 2 - Investors can submit questions from October 14 to October 20, 2025, via the company's email or the designated online platform [3] - The company aims to address common investor concerns regarding its operational results and financial indicators during the briefing [2][3] - After the briefing, investors can access the main content and details of the event through the Shanghai Stock Exchange Roadshow Center [3]
科森科技: 2025年第二次临时股东大会会议资料
Zheng Quan Zhi Xing· 2025-09-05 08:08
会 昆山科森科技股份有限公司 议 资 料 二〇二五年·九月 现场参会须知 为维护股东的合法权益,保障股东或股东代理人在昆山科森科技股份有限公 司(以下简称"公司")2025 年第二次临时股东大会会议期间依法行使权利,确 保股东大会的正常秩序和议事效率,根据《中华人民共和国公司法》、 《上市公司 股东会规则》、《公司章程》等有关规定,制定本须知。 一、为保证本次股东大会的严肃性和正常秩序,切实维护股东的合法权益, 务必请出席现场大会的股东或股东代理人携带相关证件,提前到达会场登记参会 资格并签到。未能提供有效证件并办理签到的,不得参加现场表决和发言。除出 席本次会议的公司股东、董事、监事、高级管理人员、公司聘请的见证律师、相 关工作人员外,公司有权依法拒绝其他人员进入会场。 二、公司设立股东大会会务组,具体负责大会有关程序和服务等各项事宜。 三、大会期间,全体参会人员应自觉遵守会场秩序,确保大会的正常秩序和 议事效率。进入会场后,请关闭手机或调至静音或震动状态。除会务组工作人员 外,谢绝录音、拍照或录像。场内请勿大声喧哗。对干扰会场秩序、寻衅滋事和 侵犯其他股东合法利益的行为,工作人员有权予以制止,并及时报告有 ...
科森科技(603626) - 关于召开2025年半年度业绩说明会的公告
2025-09-05 08:00
证券代码:603626 证券简称:科森科技 公告编号:2025-042 关于召开 2025 年半年度业绩说明会的公告 本公司董事会、全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: 会议召开时间:2025 年 10 月 21 日 (星期二) 16:00-17:00 会 议 召 开 地 点 : 上 海 证 券 交 易 所 上 证 路 演 中 心 (网 址 : https://roadshow.sseinfo.com/) 会议召开方式:上证路演中心网络互动 投资者可于 2025 年 10 月 14 日 (星期二) 至 10 月 20 日 (星期一) 16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮 箱 ksgf@kersentech.com 进行提问。公司将在说明会上对投资者普遍关注的 问题进行回答。 昆山科森科技股份有限公司(以下简称"公司")已于 2025 年 8 月 27 日发 布公司 2025 年半年度报告,为便于广大投资者更全面深入地了解公司 2025 年半 年度经营成果、财务状况,公司计划于 2 ...
科森科技(603626) - 2025年第二次临时股东大会会议资料
2025-09-05 08:00
昆山科森科技股份有限公司 2025 年第二次临时股东大会 会 议 资 料 二〇二五年·九月 现场参会须知 为维护股东的合法权益,保障股东或股东代理人在昆山科森科技股份有限公 司(以下简称"公司")2025 年第二次临时股东大会会议期间依法行使权利,确 保股东大会的正常秩序和议事效率,根据《中华人民共和国公司法》、《上市公司 股东会规则》、《公司章程》等有关规定,制定本须知。 一、为保证本次股东大会的严肃性和正常秩序,切实维护股东的合法权益, 务必请出席现场大会的股东或股东代理人携带相关证件,提前到达会场登记参会 资格并签到。未能提供有效证件并办理签到的,不得参加现场表决和发言。除出 席本次会议的公司股东、董事、监事、高级管理人员、公司聘请的见证律师、相 关工作人员外,公司有权依法拒绝其他人员进入会场。 二、公司设立股东大会会务组,具体负责大会有关程序和服务等各项事宜。 三、大会期间,全体参会人员应自觉遵守会场秩序,确保大会的正常秩序和 议事效率。进入会场后,请关闭手机或调至静音或震动状态。除会务组工作人员 外,谢绝录音、拍照或录像。场内请勿大声喧哗。对干扰会场秩序、寻衅滋事和 侵犯其他股东合法利益的行为,工作 ...
科森科技龙虎榜数据(9月4日)
Core Viewpoint - Kosen Technology (603626) experienced a significant drop, hitting the daily limit down with a trading volume of 1.266 billion yuan and a turnover rate of 14.59% [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange's watchlist due to a daily price deviation of -8.76%, with a net sell-off of 61.728 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 277 million yuan, with a buying amount of 108 million yuan and a selling amount of 170 million yuan, resulting in a net sell-off of 61.728 million yuan [2] - The largest buying brokerage was Dongguan Securities Sichuan Branch, with a purchase amount of 36.306 million yuan, while the largest selling brokerage was Guotai Junan Securities Headquarters, with a selling amount of 57.134 million yuan [2] Recent Performance - Over the past six months, the stock has appeared on the watchlist 11 times, with an average price increase of 2.72% the day after being listed and an average increase of 5.26% over the following five days [3] - Today, the stock saw a net outflow of 196 million yuan in principal funds, with a significant outflow of 203 million yuan from large orders, while small orders saw a net inflow of 0.709 million yuan [3] - In the last five days, the stock experienced a net outflow of 748.389 million yuan in principal funds [3] Financial Performance - According to the semi-annual report released on August 27, the company achieved a revenue of 1.582 billion yuan in the first half of the year, representing a year-on-year decline of 9.13%, and reported a net loss of 105 million yuan [3]
科森科技龙虎榜:营业部净买入1604.89万元
Core Viewpoint - Kosen Technology (603626) experienced a decline of 5.89% today, with a turnover rate of 29.47% and a trading volume of 2.821 billion yuan, indicating significant market activity despite the drop [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to its high turnover rate, with a net buying amount of 16.0489 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total trading volume of 4.97 billion yuan, with a buying volume of 2.56 billion yuan and a selling volume of 2.40 billion yuan, resulting in a net buying of 16.0489 million yuan [2] - The largest buying brokerage was Guotai Junan Securities Co., Ltd. headquarters, with a buying amount of 77.6863 million yuan, while the largest selling brokerage was CITIC Securities Co., Ltd. Fuzhou Hudong Road branch, with a selling amount of 51.8209 million yuan [2] Historical Performance - Over the past six months, Kosen Technology has appeared on the "Dragon and Tiger List" 10 times, with an average price increase of 4.14% the day after being listed and an average increase of 10.34% over the following five days [2] Fund Flow - Today, the stock saw a net outflow of 99.759 million yuan in main funds, with a significant outflow of 65.5355 million yuan from large orders and 34.2234 million yuan from medium orders [2] - In the past five days, the main funds have seen a net inflow of 127 million yuan [2] Financial Performance - On August 27, the company released its semi-annual report, showing a total revenue of 1.582 billion yuan for the first half of the year, a year-on-year decrease of 9.13%, and a net loss of 105 million yuan [2]