Anjie(002635)
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调研速递|安洁科技接待上海国科龙晖等8家机构 详解AI眼镜/机器人布局及海外工厂投产进展
Xin Lang Cai Jing· 2025-11-20 10:23
Group 1: Company Overview - Anjie Technology's core business is in consumer electronics, focusing on precision functional and structural components for smart devices like smartphones and laptops, maintaining stable strategic partnerships with major global brands [2] - The company is actively developing in emerging technology fields, including AI glasses, humanoid robots, and foldable screens, aligning product development with customer needs [2] Group 2: Global Expansion - Anjie Technology has accelerated its global layout with operational factories in Thailand and the USA, achieving mass production and delivery of various products, while the Vietnam factory is preparing for production [3] - The company aims to enhance its international R&D, production, and supply chain capabilities to strengthen its global competitive advantage [3] Group 3: New Energy Vehicle Business - In the new energy vehicle sector, Anjie Technology provides components for battery modules, cooling systems, charging ports, and high-voltage connectors, while also entering the high-power wireless charging system market [4] - The company plans to follow industry technology trends, focusing on innovation and product upgrades, while expanding its customer base and market presence in the new energy vehicle sector [4]
安洁科技(002635) - 002635安洁科技投资者关系管理信息20251120
2025-11-20 09:30
股票代码:002635 股票简称:安洁科技 苏州安洁科技股份有限公司 投资者关系活动记录表 编号:2025-004 | 品量产供货。 | | --- | (五)问:公司海外工厂建设情况? 答:为了满足产业链全球化需求,公司泰国工厂、美国 工厂已投入生产运营,并实现多品种产品量产交付。越南工 厂也逐步完成主要客户的审厂认证等准备工作,后续将快速 推动投产进程。 公司将不断提升自身国际化产品研发、生产和供应链布 局能力。 (六)问:公司新能源汽车业务情况发展现状以及后续 发展方向? 答:现阶段,公司新能源汽车业务主要是为国际客户提 供电池模组零部件、冷却系统零部件、充电端口零部件及高 压连接线组件等精密结构件、精密功能件和模组件。同时, 公司切入新能源汽车大功率无线充电系统领域,深度布局氢 燃料电池零部件业务,实现公司在新能源汽车领域的产品线 多元化。 投资者关系活动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 √现场参观 □其他 (网络及电话会议) 参与单位名称及人员 姓名 上海国科龙晖私募基金 姜俊峰 赢仕投资 李柯兵 上海证券 葛博威 中颐财会 逢尹菁 中国电子商会 ...
同花顺果指数概念下跌0.29%,主力资金净流出14股
Zheng Quan Shi Bao Wang· 2025-11-13 08:46
Core Insights - The Tonghuashun Fruit Index concept declined by 0.29%, ranking among the top declines in the concept sector, with notable declines in stocks such as Dongshan Precision, Xunwei Communication, and Saiteng Co., Ltd. [1] - In contrast, seven stocks within the same sector experienced price increases, with Desay Battery, Zhongshi Technology, and Changdian Technology leading the gains at 5.07%, 3.68%, and 1.46% respectively [1]. Concept Sector Performance - The top-performing concept sectors included Fluorochemical (up 4.50%), Organic Silicon (up 4.47%), and Sodium-ion Battery (up 4.47%), while the Tonghuashun Fruit Index was among the laggards [2]. - The sector saw a net outflow of 999.7 million yuan, with 14 stocks experiencing net outflows, and seven stocks seeing outflows exceeding 100 million yuan [2]. Major Stock Movements - The stocks with the highest net outflows included BOE Technology Group with a net outflow of 200 million yuan, followed by Xunwei Communication, Lens Technology, and Dongshan Precision [2]. - Conversely, the stocks with the highest net inflows were Changdian Technology, Zhongshi Technology, and Zhuhai Guanyu, with net inflows of 62.58 million yuan, 47.05 million yuan, and 43.70 million yuan respectively [2][3]. Individual Stock Performance - Notable declines in individual stocks included Xunwei Communication (-3.70%), Lens Technology (-2.25%), and Dongshan Precision (-4.42%) [2][3]. - In contrast, Desay Battery saw a significant increase of 5.07%, while Zhongshi Technology and Changdian Technology also posted gains of 3.68% and 1.46% respectively [3].
安洁科技(002635) - 关于子公司及孙公司增资完成工商变更登记并换发营业执照的公告
2025-11-10 10:00
苏州安洁科技股份有限 关于子公司及孙公司增资完成工商变更登记并换发营业执照的公告 证券代码:002635 证券简称:安洁科技 公告编号:2025-040 苏州安洁科技股份有限公司 关于子公司及孙公司增资完成工商变更登记 并换发营业执照的公告 近日,安洁资本和苏州吉量均已办理完成本次增资的工商变更登记手续,并 分别取得由苏州市吴中区数据局换发的《营业执照》,安洁资本注册资本由 20,000 万元增加至 80,000 万元,苏州吉量注册资本由 10,000 万元增加至 60,100 万元。 除注册资本变更外,无其他事项变更。 1 苏州安洁科技股份有限 关于子公司及孙公司增资完成工商变更登记并换发营业执照的公告 二、备查文件 1、安洁资本和苏州吉量登记通知书及最新营业执照。 特此公告。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假 记载、误导性陈述或重大遗漏。 一、基本情况概述 苏州安洁科技股份有限公司(以下简称"安洁科技"或"公司")于 2025 年 9 月 5 日召开第六届董事会第三次会议,审议通过了《关于对全资子公司增资 暨向全资孙公司增资的议案》。公司拟以自筹资金向全资子公司苏州安洁资 ...
安洁科技:不存在有应披露而未披露的重大风险信息
Zheng Quan Ri Bao Wang· 2025-11-10 08:40
Group 1 - The company, Anjie Technology (002635), stated on November 10 that it strictly complies with the relevant laws and regulations of the Shenzhen Stock Exchange [1] - The company ensures that all announcements are disclosed truthfully, accurately, completely, and in a timely manner [1] - There are no significant risk information that should have been disclosed but was not [1]
安洁科技11月7日现1笔大宗交易 总成交金额1099.83万元 溢价率为0.00%
Xin Lang Cai Jing· 2025-11-07 09:26
Group 1 - The core point of the article highlights the trading activity of Anjie Technology, which experienced a slight decline of 0.57% on November 7, closing at 13.99 yuan [1] - A significant block trade occurred, with a total volume of 786,200 shares and a transaction amount of 10.9983 million yuan, indicating a premium rate of 0.00% [1] - The buyer was from CITIC Securities Co., Ltd., Tianjin Ying Shui Dao Securities Business Department, while the seller was an institutional entity [1] Group 2 - Over the past three months, Anjie Technology has recorded only one block trade, with a total transaction amount of 10.9983 million yuan [1] - In the last five trading days, the stock has seen a cumulative increase of 0.50%, although there has been a net outflow of 27.9737 million yuan in principal funds [1]
安洁科技今日大宗交易平价成交78.62万股,成交额1099.83万元
Xin Lang Cai Jing· 2025-11-07 08:56
Group 1 - The core transaction involved Anjie Technology, with a total of 786,200 shares traded on November 7, resulting in a transaction value of 10.9983 million yuan, which accounted for 14.72% of the total trading volume for that day [1][2] - The transaction price was 13.99 yuan per share, which remained unchanged compared to the market closing price of 13.99 yuan [1][2] - The buyer was CITIC Securities Co., Ltd., while the seller was an institutional trading department [2]
安洁科技:公司主营业务涵盖消费电子、新能源汽车以及信息存储等板块
Zheng Quan Ri Bao· 2025-11-03 09:13
Core Viewpoint - Anjie Technology is actively expanding its business in consumer electronics, new energy vehicles, and information storage, while also planning to adapt its product offerings based on market and customer demands [2] Group 1: Business Operations - The company's main business segments include consumer electronics, new energy vehicles, and information storage [2] - Anjie Technology is considering timely adjustments to its product or solution offerings in response to market and customer needs [2] Group 2: Corporate Actions - The company is in the process of acquiring a portion of equity from Anjieli Meiwai through its wholly-owned subsidiary, with the work progressing as planned [2] - The equity transfer has not yet been completed, and it is currently not expected to have a significant impact on the company's overall performance [2]
机构风向标 | 安洁科技(002635)2025年三季度已披露持仓机构仅9家
Sou Hu Cai Jing· 2025-10-29 02:15
Core Viewpoint - Anjie Technology (002635.SZ) reported its Q3 2025 results, revealing a total institutional holding of 24.7847 million shares, accounting for 3.76% of the company's total equity, with a decrease of 0.48 percentage points from the previous quarter [1] Group 1: Institutional Holdings - As of October 28, 2025, nine institutional investors disclosed their holdings in Anjie Technology, with a total shareholding of 24.7847 million shares [1] - The institutional investors include notable entities such as CRRC Capital Holdings, Hong Kong Central Clearing Limited, and several funds from China Merchants Bank and Industrial and Commercial Bank of China [1] - The total institutional holding percentage decreased by 0.48 percentage points compared to the previous quarter [1] Group 2: Public Fund Holdings - Three public funds reported a decrease in holdings compared to the previous quarter, with a total reduction of 0.29% [2] - Two new public funds disclosed their holdings during this period, including Dachen Jingheng Mixed A and Dachen Absolute Return Mixed Initiation A [2] - A total of 71 public funds did not disclose their holdings this quarter, including several notable funds such as Jin Ying Hongli Value Mixed A and Guangfa Zhongzheng 1000 ETF [2] Group 3: Social Security Fund and Foreign Investment - One new social security fund disclosed its holdings in Anjie Technology, specifically the Huatai-PineBridge Fund Management Co., Ltd. - Social Security Fund 1802 Combination [2] - One foreign fund, Hong Kong Central Clearing Limited, increased its holdings, with an increase percentage of 0.23% compared to the previous period [2]
安洁科技(002635.SZ):拟以公开摘牌方式参与安捷利美维部分股权转让项目
Ge Long Hui A P P· 2025-10-28 13:17
Core Viewpoint - Anjie Technology (002635.SZ) is acquiring a 1% stake in Anjieli Meiwai Electronics (Xiamen) Co., Ltd. through its wholly-owned subsidiary Suzhou Jiliang Enterprise Management Co., Ltd. for approximately RMB 80.49 million, while also participating in a consortium to acquire an additional 46% stake in the same company through a public bidding process [1][2]. Group 1 - Suzhou Jiliang plans to form a consortium with other interested parties to jointly acquire the 46% stake in Anjieli Meiwai, with Suzhou Jiliang's share in the consortium being 9.8251%, translating to a purchase price of approximately RMB 363.80 million for a 4.5196% stake [2]. - Following the completion of this transaction, Suzhou Jiliang will hold a total of 5.5196% of Anjieli Meiwai's equity [2]. - Anjieli Meiwai is recognized as a leading domestic printed circuit board (PCB) company, with key products including high-end IC substrates, high-end PCBs, and CCS for new energy batteries, maintaining strong partnerships with well-known consumer electronics and new energy vehicle clients [2]. Group 2 - The acquisition is driven by the company's positive outlook on the growth prospects of high-end IC substrates, high-end PCBs, and CCS for new energy batteries, establishing a solid foundation for future collaboration [2]. - This transaction aligns with the company's strategy to enhance its core business and expand its market presence, thereby improving overall competitiveness [2].