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]

Group 1 - The stock price of Taijing Technology (603738) has shown a fluctuating upward trend over the past week, closing at 16.89 yuan on February 12, with a daily increase of 0.96% and a trading volume of 1.74 billion yuan [1] - The cumulative increase over the past five days is 6.49%, with a peak price of 16.99 yuan and a low of 15.66 yuan during this period [1] - On February 12, there was a net inflow of 2.67 million yuan in main funds, contrasting with a net outflow of 1.51 million yuan on February 9 [1] - The stock price has recently broken through the 20-day moving average, and the MACD indicator has turned positive, indicating an increase in short-term momentum [1] Group 2 - On February 6, the company announced on an interactive platform that it is gradually releasing production capacity for automotive-grade crystal oscillators and active crystal oscillators, which may support long-term business growth [2] - The company has recently been included in thematic speculation related to drones, 5G, and Huawei concepts, which was mentioned during the stock price fluctuations on February 11 [2]

证券日报网讯 2月10日，泰晶科技在互动平台回答投资者提问时表示，公司始终以行业先进技术标准为 标杆，在关键核心领域持续自主研发与突破，保持了与国际龙头的同步性，在本地化服务方面以全产品 线布局及定制化产品优势在不同应用领域实现国产替代。公司已建立稳定的全球优质供应链渠道，同时 正积极推进高端材料的国产化替代与多元化供应链布局。 （文章来源：证券日报） ...

证券日报网讯2月6日，泰晶科技（603738）在互动平台回答投资者提问时表示，目前车规级产品已开发 2000余款料号，覆盖车身域、智驾域、座舱域、动力域和底盘域等多应用场景，正全方位加快市场导入 与客户扩展，产品订单稳步提升。2025年底，公司自主研发的38.4MHz车规级热敏晶振成功通过高通公 司严苛的车规认证，成为国内首家获得此项认证的晶振厂商；该产品可在高达115℃的极端温度环境下 稳定工作，创下目前高通车规认证中的最高温度纪录，实现了汽车电子国产核心元器件领域新突破。 ...

Group 1 - The company is focusing on the gradual release of production capacity for automotive-grade crystal oscillators and temperature-compensated crystal oscillators (TCXO) [2]

Market Overview - The component sector experienced a decline of 3.95% on January 29, with Si Hui Fu Shi leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Notable gainers included: - Shangluo Electronics (300975) with a closing price of 16.96, up 20.03% on a trading volume of 1.36 million shares [1] - Guanghe Technology (001389) closed at 105.33, up 1.55% with a trading volume of 144,700 shares [1] - Significant decliners included: - Si Hui Fu Shi (300852) closed at 45.82, down 8.63% with a trading volume of 129,700 shares and a transaction value of 618 million [2] - Nanya New Materials (688519) closed at 79.60, down 8.51% with a trading volume of 77,700 shares [2] Capital Flow - The component sector saw a net outflow of 5.767 billion yuan from institutional investors, while retail investors contributed a net inflow of 4.874 billion yuan [2] - The detailed capital flow for selected stocks showed: - Shangluo Electronics had a net inflow of 360 million yuan from institutional investors [3] - Dongshan Precision (002384) had a net inflow of 10.2 million yuan from institutional investors [3]

Core Viewpoint - The quartz crystal component industry is experiencing rapid growth driven by the expansion of consumer electronics, communication devices, and automotive electronics, alongside emerging sectors like IoT and renewable energy. Domestic companies are making significant technological advancements, breaking international monopolies, and transitioning from low-end manufacturing to high-value segments. By 2025, the market size of China's quartz crystal component industry is projected to reach 1.102 billion yuan, with a year-on-year growth of 18.8% [1][7]. Industry Overview - Quartz crystals, primarily composed of silicon dioxide (SiO2), are essential electronic components that utilize piezoelectric effects for frequency control and signal filtering [2]. - Quartz crystal components can be categorized into quartz crystal resonators and oscillators, with various packaging methods and frequency classifications [3][4]. Market Policies - The Chinese government has implemented numerous policies to support the development of the quartz crystal component industry, including guidelines for energy electronics and innovation in the metaverse, which create a favorable environment for industry growth [5][6]. Industry Chain - The industry chain consists of upstream suppliers of raw materials and production equipment, midstream manufacturers of quartz crystal components, and downstream application markets including communication devices, IoT, automotive electronics, and medical equipment [6]. Current Development - The market is characterized by a three-tier competitive structure: international giants dominate high-end markets, domestic leaders accelerate replacement, and small enterprises focus on niche segments. Domestic companies are improving their capabilities in raw material development and production equipment, aiming to catch up with international competitors [9]. Key Players - Major domestic companies include: - **Tai Jing Technology**: Engaged in the design, manufacturing, and sales of quartz crystal frequency components, with a revenue of 718 million yuan and a gross profit margin of 18.5% in the first nine months of 2025 [10]. - **Anhui Jing Sai Technology**: Focuses on quartz crystal oscillators and packaging materials, holding 59 patents and achieving a revenue of 272 million yuan in the first half of 2025 [11]. Development Trends - **Technological Upgrades**: The industry is focusing on high-frequency, high-precision, and miniaturization to meet the demands of advanced applications [12]. - **Expansion into High-End Applications**: The demand for quartz crystal components is increasing in automotive electronics, IoT, industrial automation, and medical electronics, with specific requirements for reliability and performance [13]. - **Accelerated Domestic Replacement**: Supported by policies and technological advancements, domestic companies are moving from low-end to high-end markets, reducing reliance on imports and enhancing self-sufficiency [14].

Core Viewpoint - The announcement details the completion of the first lock-up period for the 2024 employee stock ownership plan of Taijing Technology Co., Ltd, with 211 eligible holders unlocking a total of 2,247,240 shares, representing 0.58% of the company's total share capital [5][18]. Summary by Sections Employee Stock Ownership Plan Overview - On September 12, 2024, the company held a staff representative meeting to approve the draft of the 2024 employee stock ownership plan [2]. - On September 13, 2024, the company’s Compensation and Assessment Committee approved the plan and its management measures, with related committee members abstaining from voting [2][3]. - On September 30, 2024, the company held a temporary shareholders' meeting to approve the implementation of the employee stock ownership plan, with related shareholders abstaining from voting [3]. Lock-up Period and Unlocking Conditions - The first lock-up period for the employee stock ownership plan began on November 8, 2024, when 7.65 million shares were transferred to the plan's account, with the lock-up period lasting up to 36 months [5][6]. - The unlocking conditions were based on individual performance assessments, with 210 holders scoring above 80 points unlocking 2,241,000 shares, while one holder with a score between 70-80 unlocked 6,240 shares [6][14]. Subsequent Arrangements Post Unlocking - After the lock-up period, the management committee will decide on the timing for liquidating the assets of the employee stock ownership plan and distributing the proceeds to holders [8]. - Any unallocated shares and corresponding dividends will be handled by the management committee, with profits reverting to the company [9]. Trading Restrictions and Plan Duration - The employee stock ownership plan will adhere to trading restrictions during specific periods, including before the announcement of annual and semi-annual reports [10]. - The plan has a duration of 60 months, starting from the approval date, and can be extended or terminated under certain conditions [12][13]. Board Committee Opinion - The Compensation and Assessment Committee confirmed that the unlocking conditions for the first lock-up period have been met, with no harm to the interests of the company or its shareholders [14].

广东华商律师事务所 关于泰晶科技股份有限公司 2024年员工持股计划第一个锁定期 解锁条件成就相关事项的 广东华商律师事务所 关于泰晶科技股份有限公司 2024 年员工持股计划第一个锁定期解锁条件成就相关事项的 法律意见书 致：泰晶科技股份有限公司 法律意见书 CHINA COMMERCIAL LAW FIRM. GUANG DONG 深圳市福田区深南大道4011号香港中旅大厦21-26层 邮政编码(P.C.)：518048 21-26/F, China Travel Service Tower, 4011 Shennan Avenue, Futian District, Shenzhen, CHINA 电话(Tel)：0086-755-83025555 传真(Fax)：0086-755-83025068 网址 http://www.huashang.cn 法律意见书 法律意见书 3．本所及经办律师仅就公司本次员工持股计划本次解锁相关事项发表意 见，并不对会计、审计等专业事项发表意见，本所及经办律师不具备对该等专业 事项进行核查和作出判断的合法资格。本所及经办律师在本法律意见书中对与该 等专业事项有关的报表、 ...

证券代码：603738 证券简称：泰晶科技 公告编号：2026-003 泰晶科技股份有限公司 关于 2024 年员工持股计划第一个锁定期解锁条件成就的公告 本公司董事会及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： | 本次员工持股计划草案披露时间 | 时间：2024 9 日 | 年 | 月 | 14 | | | | --- | --- | --- | --- | --- | --- | --- | | 及公告名称 | 公告名称：《泰晶科技股份有限公司 员工持股计划（草案）》 | | | | 2024 | 年 | | 锁定期届满日期 | 2025-11-08 | | | | | | | 可解锁股票数量及占总股本比例 | 可解锁股票数量： 2,247,240 | | | | 股，占总股本比 | | | | 例：0.58% | | | | | | 一、本次员工持股计划基本情况 （一）2024 年 9 月 12 日，泰晶科技股份有限公司（以下简称"公司"）召 开职工代表大会，审议通过《关于<公司 2024 年员工持股计划（草案） ...