Group 1 - The core point of the article is that Suzhou Gude has reported its shareholder count as of January 20, 2026, which stands at 108,739 households [2]

Core Viewpoint - The semiconductor and photovoltaic industries are experiencing dual benefits from increased policy support and accelerated technological iteration since 2026, positioning them for structural growth and new opportunities [1]. Semiconductor Industry - The national "14th Five-Year Plan" identifies the semiconductor sector as a core area for strengthening and compensating for weaknesses, with a significant fund of 350 billion yuan supporting its development [1]. - The company has over 30 years of experience in semiconductor packaging and testing, establishing a mature technology and diverse application scenarios, particularly in automotive electronics, which is a key growth driver due to the rise of electric vehicles and smart driving [2]. Photovoltaic Industry - The photovoltaic sector is entering a critical phase with the full replacement of N-type technology, where TOPCon and HJT technologies are leading the market, and the integration of energy storage and distributed scenarios is becoming a new growth engine [1]. - The company has built significant technological and market advantages in the photovoltaic silver paste sector, ranking third globally in silver paste market share and second in low-temperature silver paste shipments [2]. Company Developments - The company has successfully passed the review for its private placement, aiming to raise 887 million yuan for projects related to solar electronic paste production, small signal product packaging and testing, and an innovation research institute [4]. - The planned increase in production capacity for photovoltaic silver paste from 800 tons to 1,300 tons will align with the expansion needs of N-type battery production [4]. Global Market Strategy - To meet global market demands, the company has established semiconductor and integrated circuit packaging factories in Malaysia and Suqian, Jiangsu, ensuring flexible supply chain responses and stable deliveries [3]. - The company is optimistic about the semiconductor industry's recovery from 2026 to 2027, anticipating that the trend of domestic substitution will be unstoppable [4]. Investment Outlook - The successful implementation of the private placement is expected to drive simultaneous growth in scale and efficiency for the company in both the photovoltaic and semiconductor sectors, potentially providing new value returns for investors in the long term [5].

Core Viewpoint - Suzhou Goodwill has established silver paste production lines in Suzhou, Chengdu, and Malaysia, with the Chengdu base expected to commence production in the first half of 2026, enhancing domestic capacity distribution [1] Group 1 - The company has a flexible production line that can be adjusted according to orders to meet the production needs of different technological routes [1]

Core Viewpoint - Suzhou Gude's subsidiary, Suzhou Jingyin, is expected to ship nearly 100 tons of silver copper paste in 2024, with a decline anticipated in 2025 due to industry adjustments and a strategic reduction in the customer base to ensure safe accounts receivable [1] Group 1 - The expected shipment volume for silver copper paste in 2024 is close to 100 tons [1] - A decrease in shipment volume is projected for 2025 as the industry undergoes adjustments [1] - The company is actively narrowing its customer base to ensure the safety of accounts receivable [1] Group 2 - Existing customers are being screened to make the collection period more controllable [1]

Group 1: Company Overview and Market Position - Suzhou Gude Electronics has established itself as a comprehensive supplier in the semiconductor device industry, evolving from a school-run enterprise since 1990 to a major player with a complete product line [1][2] - The company ranks third globally in market share for front silver paste and second in low-temperature silver paste, indicating a strong competitive position [2][3] Group 2: Product Performance and Sales Forecast - The shipment volume for silver-coated copper paste is projected to be nearly 100 tons in 2024, with a slight decline expected in 2025 due to industry challenges [1][2] - The company anticipates a modest growth in domestic sales despite a predicted downturn in the photovoltaic sector, supported by a focus on high-quality customer relationships [3] Group 3: Technological Innovations and Cost Management - The company has prioritized the use of domestic raw materials, including silver powder, and has achieved breakthroughs in low-temperature technology to enhance product performance [2] - Cost reduction strategies include mass production of low-silver-content silver paste, which helps maintain competitive pricing [2] Group 4: Future Growth and Capacity Expansion - The company is prepared to expand production capacity in its Malaysian subsidiary in response to increasing overseas demand, while also maintaining a low debt-to-asset ratio [3] - Predictions indicate a significant increase in demand for silver-coated copper products, driven by advancements in technology and market expansion [3]

Core Viewpoint - Suzhou Guder (002079) is planning to issue A-shares to specific investors, aiming to raise up to 887 million yuan for various projects, including solar electronic paste production and small signal packaging and testing [3][4]. Group 1: Trading Information - As of January 20, 2026, Suzhou Guder's stock closed at 10.37 yuan, up 1.87%, with a turnover rate of 5.57%, trading volume of 451,300 shares, and a transaction value of 467 million yuan [1]. - On January 20, 2026, the net inflow of main funds was 68.85 million yuan, indicating positive positioning by major investors [2][5]. - Retail investors experienced a net outflow of 52.79 million yuan, while speculative funds saw a net outflow of 16.06 million yuan [2]. Group 2: Company Announcements - GF Securities has issued a sponsorship letter for Suzhou Guder's 2024 A-share issuance, confirming that the company meets the issuance conditions and that the fundraising purposes align with national industrial policies [2][3]. - The total amount to be raised from the A-share issuance is capped at 887 million yuan, which will be allocated to projects including the annual production of 500 tons of solar electronic paste, small signal product packaging and testing, and the establishment of the Guder (Suzhou) Innovation Research Institute [3][4]. - The issuance has been approved by the Shenzhen Stock Exchange and is pending registration with the China Securities Regulatory Commission [3][4].

Group 1 - Company X is a core supplier in Apple's supply chain, focusing on RF components and electromagnetic shielding products, deeply integrated with Apple's antenna and wireless charging module needs [1] - The company is actively expanding into automotive electronics, developing in-vehicle wireless charging and communication modules to smooth out fluctuations in the consumer electronics cycle [1] - As Apple increases its demand for intelligent and integrated terminal devices, the company's technological accumulation in the RF field is expected to translate into order advantages [1] Group 2 - Company Y indirectly enters Apple's supply chain through subsidiaries, primarily providing display modules and power management components for smart TVs [2] - The company is accelerating its "home appliance + IoT" strategy, creating multi-scenario smart terminal collaborative solutions around the Apple ecosystem [2] - The trend of integration between consumer electronics and home appliances provides new business extension opportunities for the company [2] Group 3 - Company Z focuses on the development and manufacturing of automated testing equipment, covering performance testing for core components like Apple chips and camera modules [3] - The company's equipment has achieved industry-leading precision and stability, enabling rapid response to Apple's new product testing needs [3] - The company is actively expanding into the semiconductor testing equipment field to break through the limitations of the single consumer electronics market [3] Group 4 - Company A specializes in precision screen printing equipment, providing production equipment for circuit board printing and component packaging for Apple [4] - The company's equipment meets Apple's stringent manufacturing requirements in terms of precision, efficiency, and stability [4] - As the Apple supply chain upgrades to high-end manufacturing, the company is expected to benefit from equipment renewal demands [4] Group 5 - Company B provides high-performance copper foil materials for Apple's circuit boards and battery current collectors, leveraging a complete copper processing industry chain [5] - The company is increasing R&D investment in ultra-thin copper foil to meet Apple's material upgrade needs amid the trend of lightweight consumer electronics [5] - The growing demand for copper foil in the electric vehicle sector also brings new revenue growth for the company [5] Group 6 - Company C is a long-standing supplier in Apple's supply chain, focusing on diodes and other semiconductor discrete devices widely used in Apple's power management and signal transmission modules [6] - The company is expanding its automotive-grade device business to enhance its risk resistance amid industry cycle fluctuations [6] - Investment in the R&D of third-generation semiconductor devices is expected to open up long-term growth opportunities for the company [6] Group 7 - Company D specializes in functional structural components for consumer electronics, providing battery protection boards and heat dissipation modules for Apple [7] - The company's products meet Apple's design requirements for lightweight and integrated solutions through precision stamping and injection molding technology [7] - The company is positioning itself in the wearable devices and smart home sectors to seize growth opportunities in niche markets [7] Group 8 - Company E provides high-performance aluminum alloy materials for Apple's terminal devices, achieving industry-leading strength and lightweight standards [9] - The company continuously optimizes product competitiveness through technological iterations to meet Apple's increasing material performance requirements [9] - The demand for aluminum alloy materials in the electric vehicle sector also presents new growth opportunities for the company [9] Group 9 - Company F focuses on magnesium alloy materials, providing lightweight structural solutions for Apple [10] - The company leverages its R&D and large-scale production capabilities in magnesium alloys to gain more market share in Apple's supply chain [10] - The company is also accelerating its layout in the electric vehicle sector for magnesium alloy applications, creating a second growth curve [10] Group 10 - Company G, as a core authorized distributor for Apple, utilizes a nationwide offline channel network for the distribution and retail of Apple products [11] - The company is promoting a new retail model that integrates online and offline channels to enhance user experience and operational efficiency [11] - Its deep cooperative relationship with Apple serves as a core barrier in the competitive landscape [11] Group 11 - Company H provides chip packaging and testing services for Apple, covering core components like RF chips and storage chips [12] - The company maintains a significant position in Apple's supply chain due to its advanced packaging technology and large-scale manufacturing capabilities [12] - The company is accelerating its layout in automotive-grade chip packaging to adapt to industry structural changes [12] Group 12 - Company I participates in Apple's supply chain through air logistics services, ensuring efficient and safe delivery of core components globally [13] - The company has a robust air freight network and customized logistics solutions to support Apple's supply chain resilience [13] - The company is also expanding its cross-border e-commerce logistics business to enhance business diversification [13] Group 13 - Company J provides brand marketing services for Apple, focusing on offline event planning and content dissemination [14] - The company leverages its marketing experience and creativity to effectively communicate Apple's brand value [14] - The trend of content and scenario-based marketing in consumer electronics allows the company to create immersive marketing experiences for Apple [14] Group 14 - Company K offers communication network optimization services for Apple, ensuring stable network operations for Apple stores and data centers [15] - The company can quickly respond to Apple's network needs, supporting user experience upgrades [15] - The company is enhancing its service capabilities through technological upgrades in the context of 5G and IoT technology proliferation [15] Group 15 - Company L provides acoustic components for Apple, primarily used in audio output modules for devices like iPhones and headphones [16] - The company continuously optimizes its acoustic solutions through R&D investments to enhance product value [16] - The company is expanding into smart speakers and automotive acoustic businesses to unlock new growth opportunities [16] Group 16 - Company M specializes in precision metal structural components for Apple, providing essential parts like frames and brackets [18] - The company achieves industry-leading precision and consistency through advanced processing technology and large-scale manufacturing capabilities [18] - The company is also expanding into the electric vehicle structural component business to mitigate fluctuations in the consumer electronics cycle [18] Group 17 - Company N provides market research and data analysis services to support Apple's decision-making, focusing on user behavior research and product experience optimization [19] - The company utilizes a professional research team and big data technology to provide precise market insights for Apple [19] - In the context of intensified competition in the consumer electronics market, the company helps Apple enhance user stickiness and market share through in-depth data analysis [19] Group 18 - Company O supplies acoustic terminal products like headphones to Apple, meeting the ecological standards for sound quality and wearing experience [20] - The company continuously optimizes product performance through technological upgrades to expand application scenarios within Apple's ecosystem [20] - The company is also developing acoustic solutions for smart wearable devices to create long-term growth momentum [20] Group 19 - Company P provides deep processing glass technology for Apple, supplying display and structural glass for terminal devices [21] - The company's products achieve industry-leading strength and optical performance, aligning with Apple's requirements for product appearance and durability [21] - The trend of upgrading consumer electronics glass to larger sizes and higher transparency drives the company to continuously enhance its competitiveness [21] Group 20 - Company Q offers vacuum coating equipment for Apple, primarily used for surface treatment of screens and structural components [22] - The company's equipment meets Apple's manufacturing needs in terms of coating precision and stability [22] - The company helps Apple achieve differentiated competition through equipment technology iterations amid trends of upgrading appearance and performance in consumer electronics [22] Group 21 - Company R provides communication chips and modules for Apple, mainly used in smart home devices for connectivity [23] - The company's products meet Apple's ecological standards in terms of stability and compatibility [23] - The company is also expanding into automotive-grade communication chip business to unlock new growth opportunities [23] Group 22 - Company S specializes in machine vision inspection equipment for Apple, providing solutions for appearance and performance testing of terminal devices [24] - The company's equipment achieves industry-leading precision and efficiency through advanced visual algorithms and optical technology [24] - The company continuously enhances its inspection capabilities through equipment iterations, deeply participating in Apple's quality control system [24] Group 23 - Company T supplies environmentally friendly synthetic leather materials for Apple, used in accessories and smart device exterior components [25] - The company's products meet Apple's design requirements in terms of environmental friendliness and texture [25] - The trend of green and low-carbon transformation in consumer electronics drives the company to continuously optimize product performance through material innovation [25] Group 24 - Company U provides offline home furnishing showrooms for Apple, showcasing and selling smart home products [26] - The company helps Apple reach a broader family user base through its nationwide channel network [26] - The acceleration of the smart home ecosystem's implementation allows the company to enhance market penetration for Apple's smart home products [26] Group 25 - Company V offers supply chain logistics services for Apple, primarily handling warehousing and distribution of components [27] - The company ensures efficient operation of Apple's supply chain through intelligent logistics systems and customized solutions [27] - The company enhances logistics resilience to help Apple cope with uncertainties amid global supply chain restructuring [27] Group 26 - Company W provides display testing equipment for Apple, focusing on performance and defect detection of terminal screens [28] - The company's equipment meets Apple's high standards in precision and stability through advanced testing technology and algorithm capabilities [28] - The company continuously enhances its testing capabilities through equipment iterations, deeply participating in Apple's product quality control [28] Group 27 - Company X provides semiconductor packaging and module manufacturing services for Apple, covering core components like RF chips and power management chips [29] - The company maintains a significant position in Apple's supply chain due to its advanced manufacturing technology and large-scale capacity [29] - The company is accelerating its layout in automotive-grade chip business to adapt to industry structural changes [29] Group 28 - Company Y provides automated assembly equipment for Apple, primarily used in the precision assembly of terminal devices [30] - The company's equipment meets Apple's manufacturing needs in terms of efficiency and stability through advanced automation technology [30] - The company continuously enhances its assembly capabilities through equipment iterations, deeply participating in Apple's production system [30] Group 29 - Company Z provides functional testing fixtures and automation equipment for Apple, focusing on performance testing and validation of terminal devices [31] - The company's products meet Apple's high standards in precision and reliability through a professional R&D team and manufacturing capabilities [31] - The company supports Apple's efficient product launches by quickly responding to customer needs amid the accelerated pace of consumer electronics iteration [31] Group 30 - Company A provides precision functional structural components for Apple, primarily used in internal components of devices like iPhones and iPads [32] - The company's products meet Apple's design requirements in terms of stability and integration through mature manufacturing processes and quality control [32] - The company is also expanding into the electric vehicle structural component business to unlock new growth opportunities [32] Group 31 - Company B supplies rare earth permanent magnet materials for Apple, used in components like vibration motors and sensors [33] - The company's materials meet Apple's technical requirements in terms of magnetic performance and stability through advanced rare earth processing technology [33] - The trend of intelligent upgrades in consumer electronics drives the company to continuously optimize product performance through material innovation [33] Group 32 - Company C provides quartz crystal components for Apple, primarily used in clock and frequency control modules of terminal devices [34] - The company's products meet Apple's high standards in precision and stability through mature crystal manufacturing technology [34] - The trend of high-frequency and high-speed upgrades in consumer electronics drives the company to continuously optimize product performance [34] Group 33 - Company D provides display touch modules for Apple, primarily used in screen components of iPhones and iPads [35] - The company's products meet Apple's ecological standards in terms of touch sensitivity and display quality through advanced display technology and manufacturing capabilities [35] - The trend of flexible and high-refresh-rate upgrades in display technology drives the company to continuously enhance module performance [35] Group 34 - Company E, as a core strategic supplier for Apple, specializes in precision connectors and modules widely used in devices like iPhones and headphones [37] - The company occupies a core position in Apple's supply chain due to its full industry chain layout and large-scale manufacturing capabilities [37] - The company is accelerating its layout in automotive electronics to create a long-term growth engine [37] Group 35 - Company F provides rare earth permanent magnet materials for Apple, used in components like motors and sensors [38] - The company's materials meet Apple's high standards in terms of performance and consistency through advanced rare earth permanent magnet technology [38] - The trend of intelligent upgrades in consumer electronics drives the company to continuously optimize product performance and deepen its integration into Apple's supply chain [38] Group 36 - Company G provides display solutions for Apple, primarily used in brand display and interactive experience scenarios in Apple stores [39] - The company leverages advanced display technology and creativity to create immersive brand communication scenarios for Apple [39] - The trend of scenario-based marketing in consumer electronics allows the company to continuously enhance its service capabilities and strengthen its partnership with Apple [39] Group 37 - Company H provides functional film materials and automation equipment for Apple, primarily used in screen protection and assembly processes [40] - The company's products meet Apple's design requirements in terms of protection performance and fitting precision through advanced film material R&D and manufacturing capabilities [40] - The trend of lightweight upgrades in consumer electronics drives the company to continuously optimize product performance and deepen its integration into Apple's supply chain [40]

证券简称：苏州固锝 证券代码：002079 （广东省广州市黄埔区中新广州知识城腾飞一街 2 号 618 室） 苏州固锝电子股份有限公司 募集说明书 苏州固锝电子股份有限公司 （江苏省苏州市通安开发区通锡路 31 号） 2024 年度向特定对象发行 A 股股票 募集说明书 （注册稿） 保荐机构（主承销商） 二〇二六年一月 中国证监会、深圳证券交易所对本次发行所作的任何决定或意见，均不表 明其对申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明 其对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。 任何与之相反的声明均属虚假不实陈述。 根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由 发行人自行负责。投资者自主判断发行人的投资价值，自主作出投资决策，自 行承担证券依法发行后因发行人经营与收益变化或者证券价格变动引致的投资 风险。 1-1-1 苏州固锝电子股份有限公司 募集说明书 重大事项提示 公司特别提请投资者注意，在作出投资决策之前，务必仔细阅读本募集说 明书正文内容，并特别关注以下重要事项。 声 明 本公司及全体董事、审计委员会委员、高级管理人员承诺募集说明书及其 ...

证券代码：002079 证券简称：苏州固锝 公告编号：2026-003 特此公告。 苏州固锝电子股份有限公司董事会 二〇二六年一月二十一日 苏州固锝电子股份有限公司（以下简称"公司"）向特定对象发行股票申请已于 2026年1月14日获得深圳证券交易所上市审核中心审核通过，具体内容详见公司于 2026年1月15日在《证券时报》和巨潮资讯网（www.cninfo.com.cn）上披露的《关于 向特定对象发行股票申请获得深圳证券交易所上市审核中心审核通过的公告》（公告 编号：2026-002）。 根据项目实际进展及相关审核要求，公司会同相关中介机构对募集说明书等申请 文件内容进行了更新和修订，具体内容详见公司同日在巨潮资讯网披露的相关公告文 件。 公司本次向特定对象发行股票事项尚需经中国证券监督管理委员会（以下简称 "中国证监会"）同意注册后方可实施，最终能否获得中国证监会作出同意注册的决 定及其时间尚存在不确定性。公司将根据该事项的进展情况及时履行信息披露义务， 敬请广大投资者谨慎决策，注意投资风险。 苏州固锝电子股份有限公司 关于向特定对象发行股票提交募集说明书（注册稿）等申请文件的 提示性公告 本公司及董事会 ...

广发证券股份有限公司 关于苏州固锝电子股份有限公司 2024 年度向特定对象发行 A 股股票 之 发行保荐书 二〇二六年一月 | 目 求…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………… 1 | | --- | | 声 明 | | 第一节 本次证券发行基本情况 … | | 一、本次证券发行的保荐机构 | | 二、本次证券发行的保荐机构工作人员情况 | | 三、发行人基本情况 | | 四、本次证券发行的保荐机构与发行人的关联关系 . | | 五、保荐机构内部审核程序和内核意见 | | 第二节 保荐机构的承诺事项 | | 一、本保荐机构已按照法律、行政法规和中国证监会、深圳证券交易所的规 | | 定,对发行人及其控股股东、实际控制人进行了尽职调查、审慎核查,同意 | | 推荐发行人证券发行上市,并据此出具本证券发行保荐书。 12 | | 二、本保荐机构已按照中国证监会、深圳证券交易所的有关规定对发行人进 | | 行了充分的 ...