证券代码：603738 证券简称：泰晶科技 公告编号：2025-044 泰晶科技股份有限公司 由于公司实施 2024 年年度权益分派，根据《关于以集中竞价交易方式回购股 份的回购报告书》的约定，本次集中竞价交易方式回购股份的价格上限，自 2025 年 6 月 20 日（权益分派除权除息日）起，由不超过人民币 21.80 元/股（含）调整 为不超过人民币 21.72 元/股（含）。具体内容详见公司于 2025 年 6 月 13 日在指定 信息披露媒体和上海证券交易所网站（www.sse.com.cn）披露的《关于 2024 年年 度权益分派实施后调整回购股份价格上限的公告》（公告编号：2025-030）。 二、回购实施情况 （一）2024 年 11 月 26 日，公司首次实施回购股份，并于 2024 年 11 月 27 日 披露了首次回购股份情况，详见公司在指定信息披露媒体和上海证券交易所网站 （www.sse.com.cn）披露的《关于以集中竞价交易方式首次回购股份的公告》（公 告编号：2024-072）。 （二）截至 2025 年 10 月 16 日，公司本次股份回购计划已达到回购金额下限， 本次股份回购计 ...

Group 1 - The core point of the article is that Taijing Technology has completed its share repurchase plan, having repurchased approximately 3.44 million shares, which is 0.88% of the total share capital, with a total expenditure of about 50.16 million yuan [1] - The share repurchase was conducted at a maximum price of 16.39 yuan per share and a minimum price of 12.18 yuan per share [1] - For the year 2024, the revenue composition of Taijing Technology is reported to be 95.52% from electronic components and 4.48% from other businesses [1] Group 2 - As of the report, the market capitalization of Taijing Technology is 5.5 billion yuan [2]

Group 1 - The core point of the article is that Taijing Technology (603738.SH) has completed its share repurchase plan, reaching the lower limit of the repurchase amount [1] - The company repurchased a total of 3.4358 million shares, which accounts for 0.88% of its total share capital [1] - The highest repurchase price was 16.39 yuan per share, while the lowest price was 12.18 yuan per share [1] - The total amount of funds paid for the repurchase, excluding transaction fees, was 50.1621 million yuan [1]

Core Insights - As of October 15, a total of 122 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more [1] Group 1: Stocks with Longest Continuous Net Inflows - The stocks with the longest continuous net inflows are Xingye Yinxin, Wancheng Group, and Zhongjin Gold, each having recorded net inflows for eight consecutive trading days [1] - Other notable stocks with significant net inflows include Huacan Optoelectronics, Tongfang Co., Yuntianhua, Haoneng Co., Taijing Technology, Guizhou Tire, and Kangwei Century [1]

Core Insights - As of October 14, a total of 78 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more [1] - The stock with the longest streak of net inflows is Daming City, which has seen net buying for 13 consecutive trading days [1] - Other notable stocks with significant net inflow days include Zhongjin Gold, Wancheng Group, Yuntianhua, Xujie Electric, Kangwei Century, Xingye Yinxin, Zhidi Technology, and Taijing Technology [1]

Core Viewpoint - Tai Jing Technology (603738.SH) has announced a share buyback program, indicating a strategic move to enhance shareholder value and confidence in the company's future prospects [1] Summary by Categories Share Buyback Details - As of September 30, 2025, the company has repurchased a total of 2.7803 million shares, which represents 0.71% of the total share capital [1] - The highest purchase price for the shares was 16.39 CNY per share, while the lowest was 12.18 CNY per share [1] - The total amount spent on the buyback, excluding transaction fees, is 40.4326 million CNY [1]

证券代码：603738 证券简称：泰晶科技 公告编号：2025-043 泰晶科技股份有限公司 关于股份回购进展公告 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。 | 回购方案首次披露日 | 2024/11/6，由泰晶科技股份有限公司控股股东、 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 实际控制人、董事长喻信东先生提议 | | | | | | | 回购方案实施期限 | 2024 年 月 22 11 月 | 11 | 日~2025 | 年 | 21 | 日 | | 预计回购金额 | 5,000万元(含)~10,000万元(含) | | | | | | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | | □为维护公司价值及股东权益 | | | | | | | 累计已回购股数 | 2,780,280股 | | | | | | | 累计已回购股数占总股本比例 | 0.71% | | | | | ...

Group 1 - The core point of the news is that Taijing Technology has repurchased approximately 2.78 million shares, accounting for 0.71% of the total share capital, with a total expenditure of about 40.43 million yuan [1] - The share repurchase was conducted through centralized bidding, with the highest purchase price being 16.39 yuan per share and the lowest at 12.18 yuan per share [1] - For the year 2024, the revenue composition of Taijing Technology is reported to be 95.52% from electronic components and 4.48% from other businesses [1] Group 2 - As of the report, the market capitalization of Taijing Technology is 6.1 billion yuan [2]

Core Viewpoint - Recently, Taijing Technology (603738) has received certification for its automotive-grade products from two of the top 10 global automotive parts customers, marking a significant advancement in the automotive electronics sector and expanding its network of leading clients [1] Group 1 - Taijing Technology has achieved certification for its automotive-grade products [1] - The company is making solid progress in the automotive electronics field [1] - The expansion of the company's client base includes top-tier automotive parts customers [1]

Core Insights - The AI server market is expanding rapidly, driven by the need for high-performance computing and the increasing demand for passive components like MLCCs and inductors to support stable AI operations [2][7] - Domestic passive component manufacturers in China, such as SanHuan Group and Shunluo Electronics, are leading in R&D investments and personnel, positioning themselves to capitalize on the AI server market [4][6] R&D Investment - SanHuan Group leads with R&D investment of 29,263.6 million yuan, followed by Shunluo Electronics at 27,730.2 million yuan, and Fenghua Advanced Technology at 12,401.5 million yuan [4] - Other companies' R&D investments include: Maijie Technology (8,180.9 million yuan), Hongda Electronics (6,734.1 million yuan), Huojue Electronics (5,014.4 million yuan), Taijing Technology (2,292.78 million yuan), and Dali Kipu (930.1 million yuan) [4] R&D Personnel - SanHuan Group has the highest number of R&D personnel at 1,877, followed by Shunluo Electronics with 1,354 and Fenghua Advanced Technology with 1,336 [6] - Other companies' R&D personnel counts include: Maijie Technology (568), Hongda Electronics (336), Huojue Electronics (296), Taijing Technology (227), and Dali Kipu (46) [6] Market Progress - SanHuan Group has seen a significant increase in MLCC demand for AI servers, with usage up by over 80% compared to general servers, averaging 3,000 to 4,000 units per server [7] - Shunluo Electronics has developed a new structure tantalum capacitor that is compact and reliable, gaining traction in AI server applications [8] - Fenghua Advanced Technology has made advancements in high-capacity MLCCs and has developed products suitable for high-voltage applications in AI servers [8] - Maijie Technology has successfully designed inductors for high-efficiency power management chips used in AI servers [9] - Taijing Technology has developed a temperature-compensated oscillator for AI data center applications, achieving industry-leading low phase noise performance [9] - Dali Kipu specializes in RF microwave MLCCs and has gained a competitive edge in the domestic market [9] R&D Expense as a Revenue Percentage - In 2025, Shunluo Electronics is projected to have the highest R&D expense as a percentage of revenue at 8.6%, followed by Hongda Electronics at 7.9% and SanHuan Group at 7.1% [10] - Other companies' percentages include: Taijing Technology (5%), Dali Kipu (4.8%), Maijie Technology (4.6%), and Huojue Electronics (2.8%) [10]