Company Overview - ChaoSheng Electronics, established on September 5, 1997, and listed on October 8, 1997, is located in Longhu District, Shantou City, Guangdong Province. The company specializes in the research, production, and sales of printed circuit boards, liquid crystal displays, touch screens, ultra-thin and special copper-clad laminates, and ultrasonic electronic instruments [1]. Financial Performance - For the period from January to September 2025, ChaoSheng Electronics achieved a revenue of 4.674 billion yuan, representing a year-on-year growth of 10.91%. The net profit attributable to the parent company was 178 million yuan, reflecting a year-on-year increase of 20.93% [2]. - Since its A-share listing, ChaoSheng Electronics has distributed a total of 1.148 billion yuan in dividends, with 215 million yuan distributed over the past three years [3]. Stock Performance - As of November 27, ChaoSheng Electronics' stock price increased by 2.07% to 12.32 yuan per share, with a market capitalization of 6.616 billion yuan. The stock has risen by 21.74% year-to-date, but has seen a decline of 6.53% over the past 20 days and 10.98% over the past 60 days [1]. - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on July 8, where it recorded a net purchase of 153 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for ChaoSheng Electronics was 45,400, an increase of 3.35% from the previous period. The average number of circulating shares per shareholder was 11,817, a decrease of 3.24% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest, holding 15.3208 million shares, an increase of 11.4716 million shares from the previous period [3].

Core Viewpoint - The company, Ultrasonic Electronics, has indicated that its products have a wide range of applications across various sectors including communications, automotive electronics, smart furniture, intelligent driving, aerospace equipment, and consumer electronics [2] Group 1 - The company’s products are applicable in the communications sector [2] - The automotive electronics industry is a significant area for the company’s product applications [2] - Smart furniture is another field where the company’s products can be utilized [2] Group 2 - Intelligent driving technology is a key application area for the company [2] - Aerospace equipment represents an important sector for the company’s product offerings [2] - Consumer electronics is also a major field for the company’s product applications [2]

Core Viewpoint - The company, Ultrasonic Electronics (000823.SZ), has indicated that its products can be utilized in AR applications, highlighting a stable customer resource base [1] Group 1 - The company's products are applicable in augmented reality (AR) applications [1] - The customer resource base for the company is relatively stable [1]

Core Viewpoint - The company has not confirmed the production of AMOLED flexible display modules and does not currently produce them, nor does it utilize them in its production processes [1] Group 1 - The company responded to investor inquiries regarding the mass production of AMOLED flexible display modules, stating that it does not currently produce these modules [1] - There is no production of ultrasonic solid crystal machines in the company's instrument business [1] - The company expressed uncertainty regarding the specific product related to the copper-clad laminate research and sample delivery mentioned by the investor [1]

Core Insights - The company is a qualified supplier for Apple, but specific order details cannot be disclosed due to commercial confidentiality [1] - The company supplies products to DJI, indicating a strong position in the drone technology market [1] - There is currently no collaboration with Moore and Muxi, suggesting potential areas for future partnerships or competition [1]

格隆汇11月24日丨超声电子(000823.SZ)在投资者互动平台表示，目前，公司是苹果合格供应商，基于 商业保密原因，具体订单情况不便透露，公司有供货于大疆，公司与摩尔、沐曦暂没有合作。 ...

格隆汇11月24日丨超声电子(000823.SZ)在投资者互动平台表示，公司目前没有生产AMOLED柔性显示 模组，生产过程中亦没有使用AMOLED柔性显示模组。公司仪器业务目前没有生产超声波固晶机。 ...

Group 1 - The company, ChaoSheng Electronics, announced on November 21 that its M6 to M10 copper-clad laminates are still under development and have not yet reached mass production [1]

Core Viewpoint - The company is currently in the research and development phase for M6 to M10 copper-clad laminates, and has not yet achieved mass production [1] Group 1 - The company has stated that M6 to M10 copper-clad laminates are still under development [1]

Group 1 - The company, Ultrasonic Electronics, confirmed that its printed circuit board and LCD products are applied in the medical field and are currently supplying normally [2] - There is an inquiry from investors regarding the company's involvement in smart healthcare and AR medical applications, indicating interest in the company's product offerings in these areas [2] - The company has not specified any actual orders related to smart healthcare or AR medical applications in the response [2]