证券日报网讯 深科技11月21日在互动平台回答投资者提问时表示，公司经营正常。公司高度重视自身 价值提升和股东价值回报，持续做好生产经营工作，通过实际业绩回馈股东，切实保障中小投资者的权 益。 （编辑 楚丽君） ...

Core Viewpoint - The company, 深科技, has experienced a decline in shareholder numbers and stock price, indicating potential challenges in investor confidence and market performance [2] Shareholder Information - As of November 20, the number of shareholders for 深科技 was 216,927, a decrease of 13,179 from the previous period (November 10), representing a 5.73% decline [2] - This marks the second consecutive period of decline in shareholder numbers [2] Stock Performance - The closing price of 深科技 on the reporting date was 22.52 yuan, down 4.58%, with a cumulative decline of 19.11% since the concentration of shares began [2] - The stock experienced one increase and eight decreases over the trading days during this period [2] Financing and Margin Data - As of November 20, the latest margin trading balance for 深科技 was 1.853 billion yuan, with a financing balance of 1.836 billion yuan [2] - The financing balance has decreased by 147 million yuan, reflecting a decline of 7.43% since the concentration of shares began [2] Financial Performance - According to the third-quarter report, 深科技 achieved a total operating revenue of 11.278 billion yuan, representing a year-on-year growth of 3.93% [2] - The net profit for the same period was 756 million yuan, showing a year-on-year increase of 14.27% [2] - The basic earnings per share were 0.4833 yuan, with a weighted average return on equity of 6.16% [2]

Core Viewpoint - The company has a significant inventory of 2.442 billion yuan, which includes raw materials, work-in-progress, semi-finished products, and finished goods [2] Group 1 - The company responded to an investor inquiry regarding its third-quarter report, clarifying the composition of its inventory [2] - The inventory primarily consists of various categories such as raw materials, work-in-progress, semi-finished products, and finished goods [2]

Core Viewpoint - The stock of Shenzhen Technology Co., Ltd. (深科技) has experienced fluctuations, with a recent decline of 2.03% and a total market capitalization of 36.34 billion yuan, despite a year-to-date increase of 22.52% [1] Group 1: Stock Performance - As of November 21, the stock price is 23.12 yuan per share, with a trading volume of 1.59 billion yuan and a turnover rate of 0.44% [1] - The stock has seen a net outflow of 14.54 million yuan from main funds, with significant buying and selling activity from large orders [1] - Over the past five trading days, the stock has decreased by 6.55%, and over the past 20 days, it has dropped by 22.00% [1] Group 2: Company Overview - Shenzhen Technology Co., Ltd. was established on July 4, 1985, and listed on February 2, 1994, focusing on advanced manufacturing of hard disk heads, electronic products, and other technology [2] - The company's revenue composition includes high-end manufacturing (50.52%), storage semiconductor business (27.13%), and intelligent metering terminals (21.70%) [2] - The company operates within the electronic industry, specifically in consumer electronics and components, and is involved in various concept sectors such as advanced packaging and automotive electronics [2] Group 3: Financial Performance - For the period from January to September 2025, the company achieved a revenue of 11.28 billion yuan, reflecting a year-on-year growth of 3.93%, and a net profit of 756 million yuan, up 14.27% [2] - The company has distributed a total of 3.96 billion yuan in dividends since its A-share listing, with 702 million yuan distributed in the last three years [3] - As of September 30, 2025, the top ten circulating shareholders include significant institutional investors, with notable changes in holdings [3]

Core Viewpoint - The company, Deep Technology, is a leading player in the high-end storage chip packaging and testing industry in China, leveraging its technological and process capabilities to meet increasing market demands [1][4]. Group 1: Technological Capabilities - The company has a well-established technology and process system, which is crucial for high-end storage chip packaging due to high technical barriers in design, multi-layer stacking, and testing software and hardware coordination [1]. - Deep Technology possesses a skilled R&D and engineering team with mature capabilities in multi-layer stacking packaging, fine welding, and thermal optimization, along with in-house software development for customized testing solutions [3]. Group 2: Production Capacity and Expansion - Currently, the production lines in Shenzhen and Hefei are operating at full capacity, and the company is planning to expand production in response to increasing customer orders [4]. - The company is closely monitoring key customers' business dynamics and is strategically planning its long-term capacity layout based on industry trends and market demand [4]. - The expansion process will be managed to ensure product quality and delivery stability while gradually increasing new capacity [4]. Group 3: Market Outlook - Industry experts believe that the recovery in the storage industry and a new round of technological upgrades will benefit the high-end storage chip packaging segment, with increasing demand for reliable domestic packaging capacity from downstream customers [4]. - Deep Technology's expansion in its packaging bases, combined with its technological and customer resource advantages, is expected to further solidify its leading position in the domestic high-end storage chip packaging sector [4].

Group 1 - Moer Thread announced an issuance price of 114.28 CNY per share, with a total of 70 million shares to be publicly issued, aiming to raise 8 billion CNY, netting approximately 7.576 billion CNY after expenses [1] - EVE Energy signed a procurement framework agreement with Simo International for battery cells from 2026 to 2028, with the agreement effective until December 31, 2028, but does not specify a concrete amount [1] - Tuojing Technology's major shareholder, the National Integrated Circuit Industry Investment Fund, plans to reduce its stake by up to 3% through block trading from December 12, 2025, to March 11, 2026 [1] Group 2 - Shengyi Electronics announced that its shareholder, Dongguan Science and Technology Innovation Investment Group, plans to reduce its stake by up to 1% from December 12, 2025, to March 11, 2026, due to funding needs [2] - Deep Technology reported that it is a leading domestic high-end storage chip packaging and testing company, currently operating at full capacity in Shenzhen and Hefei, and is expanding based on customer demand [2] - Wengfeng Co. announced that its deputy general manager, Qin Guofen, is under investigation, but this matter is personal and will not significantly impact the company's operations [2] Group 3 - Fosun Pharma's subsidiary, Shanghai Fuhong Hanlin Biotechnology, has had its drug, Surulitinib, included in the breakthrough therapy designation for gastric cancer, with no other PD-1 monoclonal antibody approved for this indication globally [3] - Daye Co. is responding to the EU's anti-dumping investigation on Chinese lawnmowers, adjusting its overseas production structure and integrating resources to mitigate impacts [4]

Core Viewpoint - The announcement highlights the high technical barriers in the storage chip packaging industry, emphasizing the company's leadership position in high-end storage chip testing and packaging in China [1] Group 1: Company Capabilities - The company possesses a highly experienced R&D and engineering team, which is crucial for maintaining its competitive edge in the industry [1] - The company has advanced multi-layer stacking packaging technology and software development capabilities for testing [1] Group 2: Production Status - The company's packaging facilities in Shenzhen and Hefei are currently operating at full capacity [1] - The company is expanding production in response to recent customer demand [1]

Group 1: Company Overview and Market Position - Shenzhen Changcheng Development Technology Co., Ltd. is a leading enterprise in high-end storage chip packaging and testing, with a strong R&D and engineering team [2][4]. - The company is currently operating at full capacity in its Shenzhen and Hefei packaging and testing facilities, with plans for expansion based on customer demand [3][4]. Group 2: Financial and Operational Metrics - As of November 10, 2025, the number of shareholders is 230,106 [2]. - The company's inventory as of September 30, 2025, is 2.442 billion yuan, a decrease of 7.15% compared to the end of the previous year [3]. Group 3: Strategic Plans and Market Trends - The company is closely monitoring macroeconomic trends and policy developments to create long-term value for shareholders [2]. - There are no current plans for mergers or acquisitions, but the company will disclose any relevant information as required [3][4]. Group 4: Customer and Market Dynamics - The company maintains confidentiality regarding customer information and order details, but it is noted that existing orders are filled through 2026 [3][4]. - The company emphasizes its competitive edge over peers like Tongfu Microelectronics and Changjiang Storage, highlighting its advanced technology and partnerships with major storage enterprises [4].

Core Viewpoint - The article highlights the advancements and strategic direction of Titanium Deep Technology (钛深科技), focusing on its innovative flexible tactile sensing technology and its applications in battery safety and humanoid robotics. Group 1: Technology and Innovation - Titanium Deep Technology's flexible tactile sensor technology, known as "离电触觉传感技术," addresses the limitations of traditional pressure sensors by utilizing a pressure sensing principle that allows for temperature and pressure detection simultaneously [2][3] - The company has developed a comprehensive capability from material formulation to process equipment and solution design, enabling low-cost and large-scale applications without relying on traditional semiconductor processes [2][3] - The technology is positioned as a next-generation sensing core, with characteristics such as high sensitivity, transparency, flexibility, high density, and wide applicability [2] Group 2: Market Applications - The company has successfully implemented its technology in critical power supply systems for large-scale events, providing a safety monitoring system that can detect minute changes in battery conditions, offering early warnings for potential failures [3][4] - Titanium Deep Technology is also exploring applications in humanoid robotics, where its sensors can enhance the precision of robotic interactions with the physical world, addressing the need for tactile feedback in delicate tasks [4][5] Group 3: Competitive Advantage - The company claims to have no direct competitors, as it has transitioned from merely selling detection hardware to becoming a data service provider for battery health management [5] - The cost advantages of flexible sensing technology are particularly significant in large-area and high-density applications, making it a more viable option compared to traditional visual solutions [5] - The company emphasizes a strategy of ensuring independent survival before planning capital market pathways, focusing on scaling production to solidify its market position [5] Group 4: Investment and Collaboration - Recently, A-share listed company Fulaient (福莱蒽特) invested 25 million yuan in Titanium Deep Technology, acquiring a 6.1106% stake, indicating confidence in the potential of flexible sensing technology [5][6] - The collaboration aims to leverage Fulaient's expertise in material synthesis to develop new types of flexible sensing polymer composite materials, enhancing the application of Titanium Deep Technology's sensors in various fields [6]

Core Insights - The article discusses the advancements and strategic direction of Titanium Deep Technology, which focuses on flexible tactile sensing technology for battery safety detection and humanoid robotics [1][2][3] Company Development - Titanium Deep Technology was founded in 2018, with its technology originating from research conducted by Professor Pan Tingrui in 2010 [1] - The company has established its headquarters in Shenzhen and expanded its R&D and market teams to Beijing, Chengdu, and Changzhou [1] Technology Innovation - The company has developed a fourth-generation flexible sensing mechanism called "electrostatic tactile sensing technology," which overcomes the limitations of traditional pressure sensors based on resistive and capacitive principles [2] - The flexible sensors can be applied to various materials such as fabric, rubber, and paper, enabling tactile intelligence upgrades [2] - The sensors can simultaneously collect temperature and pressure signals, providing a comprehensive sensing solution [3] Application in Battery Safety - During the 15th National Games, Titanium Deep Technology's proactive safety warning system utilized nearly 10,000 flexible sensor arrays to ensure 100% green power supply for the event [2] - The sensors can detect micro-level changes in battery cell expansion, providing over 30 minutes of early warning for potential safety risks [3] Humanoid Robotics Potential - The company views the humanoid robotics sector as a significant growth opportunity, where flexible sensors can enhance the precision of robotic interactions with the physical world [4] - The commercial viability of robotics is expected to grow alongside overall industry advancements, while battery detection is already a pressing need [4] Competitive Advantage - Titanium Deep Technology claims to have no direct competitors, as it has evolved into a data service provider for battery health management, unlike other companies that focus solely on hardware sales [5] - The company emphasizes its full-chain capabilities, controlling quality, cost, and delivery through in-house production lines [5] Cost Efficiency - The flexible sensing technology offers significant cost advantages in large-area and high-density applications compared to traditional visual solutions [5] Capital Strategy - The company prioritizes independent survival before planning its capital market strategy, focusing on scaling production to solidify its market position [5] Investment and Collaboration - A-share listed company Fulaient has invested 25 million yuan in Titanium Deep Technology, acquiring a 6.1106% stake, aiming to collaborate on developing new flexible sensing polymer composite materials [6] - Fulaient's existing customer resources in the textile dyeing industry align with Titanium Deep Technology's applications in smart wearable technology [6]