证券日报网讯1月20日，中瓷电子（003031）在互动平台回答投资者提问时表示，博威公司在氮化镓通 信基站射频芯片与器件领域持续研发和创新，实现了5G/5G-A基站氮化镓功放全系列产品开发和产业 化，相关成果获得了国家、省市等多项奖项。目前公司积极推进新一代移动通信、卫星通信等应用场景 通信系统用射频芯片与器件关键技术突破和产品开发工作，并根据用户需求，稳步推进产业化应用工 作。 ...

证券日报网讯 1月20日，中瓷电子在互动平台回答投资者提问时表示，公司定价原则均为市场化定价， 会根据市场及原材料价格等情况，综合确定产品售价。同时，公司长期以来一直积极推动降本增效工 作，坚持从原材料成本管理、全过程成本管控、产品生产良率提升、生产流程优化提效等各个维度达到 成本节约、效能提升等目的。 （文章来源：证券日报） ...

Core Viewpoint - The company, Zhongci Electronics, is experiencing high order fulfillment and capacity utilization for its electronic ceramic products, indicating strong market demand and operational efficiency [2]. Company Summary - Zhongci Electronics has reported that its electronic ceramic products, including ceramic shells and substrates, currently have a full order book and maintain a high capacity utilization rate [2]. - The company has been investing in the construction of new production lines for electronic ceramic shells since 2022, focusing on automation and smart upgrades to enhance production capacity and efficiency [2]. - The production line construction is progressing as planned, with capacity gradually being released to meet market demand [2]. - By 2026, the company plans to actively expand production in response to market needs to ensure timely order fulfillment [2].

证券日报网讯 1月20日，中瓷电子在互动平台回答投资者提问时表示，中瓷电子是拥有氮化镓通信基站 射频芯片与器件、碳化硅功率模块及其应用、电子陶瓷等核心业务能力的高科技企业。业务分为两大方 面：第三代半导体器件及模块，电子陶瓷材料及元件。公司电子陶瓷业务包括：通信器件用电子陶瓷外 壳、工业激光器用电子陶瓷外壳、消费电子陶瓷外壳及氮化铝薄厚膜基板、汽车电子件、精密陶瓷零部 件，广泛应用于光通信、无线通信、轨道交通、工业激光、消费电子、低碳供热制冷、汽车电子、半导 体设备、低空经济等领域。子公司国联万众碳化硅芯片晶圆工艺线经过升级改造由6英寸升级为8英寸， 目前已通线，处于产品升级及客户导入阶段，今后将有效提升国联万众碳化硅功率产品的市场竞争力。 （文章来源：证券日报） ...

证券日报网讯 1月20日，中瓷电子在互动平台回答投资者提问时表示，公司收购的氮化镓通信基站射频 芯片业务主要为促进业务有效融合，优化资源配置，提高经营效率和效率，提升上市公司整体盈利能 力。氮化镓通信基站射频芯片分为大、小功率氮化镓通信基站射频芯片两种，覆盖芯片生产制造环节， 主要为博威公司及国联万众提供其终端产品所需的氮化镓通信基站射频芯片。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 1月20日，中瓷电子在互动平台回答投资者提问时表示，公司暂无应披露而未披露的重大 信息。公司始终严格按照《证券法》《上市公司信息披露管理办法》等相关规定，履行信息披露义务。 ...

Market Overview - The communication equipment sector experienced a decline of 3.62% on January 20, with Tongyu Communication leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Stock Performance - Notable gainers included: - Dingxin Communication (603421) with a closing price of 7.92, up 10.00% on a trading volume of 367,100 shares and a turnover of 287 million [1] - Weisheng Information (688100) closed at 46.16, up 7.15% with a trading volume of 128,400 shares and a turnover of 598 million [1] - Major decliners included: - Tongyu Communication (002792) closed at 46.14, down 10.01% with a trading volume of 656,100 shares and a turnover of 3.158 billion [2] - Datang Telecom (600198) closed at 10.64, down 9.98% with a trading volume of 898,800 shares and a turnover of 971 million [2] Capital Flow - The communication equipment sector saw a net outflow of 12.802 billion from institutional investors, while retail investors experienced a net inflow of 8.096 billion [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Hengtong Optic (600487) had a net inflow of 338 million from institutional investors, while retail investors saw a net outflow of 304 million [3] - Longfly Fiber (601869) experienced a net inflow of 132 million from institutional investors, but a net outflow of 161 million from retail investors [3] - Dingxin Communication (603421) had a significant net inflow of 106 million from institutional investors, while retail investors faced a net outflow of 568 million [3]

Core Viewpoint - The company, Zhongci Electronics, reports strong demand for its electronic ceramic products, maintaining high capacity utilization and progressing with production line expansions and automation efforts to enhance efficiency and meet market needs [1] Group 1: Company Performance - Zhongci Electronics has a full order book for its electronic ceramic products, including ceramic shells and substrates, with high capacity utilization [1] - The company has been investing in the construction of new production lines for electronic ceramic shells since 2022, focusing on automation and efficiency improvements [1] - The production line construction is progressing as planned, with capacity gradually being released to meet market demand [1] Group 2: Future Outlook - By 2026, the company plans to actively expand production in response to market demand, ensuring the fulfillment of order deliveries [1]

资料显示，河北中瓷电子科技股份有限公司位于河北省石家庄市鹿泉经济开发区昌盛大街21号，成立日 期2009年8月6日，上市日期2021年1月4日，公司主营业务涉及氮化镓通信基站射频芯片与器件、碳化硅 功率模块及其应用产品、电子陶瓷系列产品的研发、生产和销售等业务。主营业务收入构成为：电子陶 瓷材料及元件69.39%，第三代半导体器件及模块45.56%。 1月20日，中瓷电子跌5.38%，截至发稿，报76.88元/股，成交3.41亿元，换手率1.28%，总市值346.77亿 元。 南方中证500ETF（510500）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年277天，现任基金资产总规模1702.51亿元，任职期间最佳基金回报 183.13%， 任职期间最差基金回报-47.6%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从中瓷电子十大流通股东角度 数据显示，南方基金旗下1只基金位居中瓷电子十大流通股东。南方中证500ETF（510500） ...

Group 1 - The core viewpoint of the article highlights a strong rebound in AI computing hardware, with significant gains in related stocks and a forecasted explosive growth in AI server shipments by 2026 [1] - Goldman Sachs' analyst team predicts that the penetration rate of ASIC chips will rise to 40%, leading to a more than double year-on-year increase in shipments of 800G/1.6T optical modules [1] - The acceleration of ASIC chip penetration is expected to drive the AI server and optical communication industries towards a trillion-dollar market [1] Group 2 - In the consumer electronics sector, Apple's upcoming foldable iPhone is anticipated to be a strong catalyst for the smartphone market, while the PC market continues to face significant challenges [1] - Goldman Sachs emphasizes that demand for AI-related technologies and high-end hardware will continue to drive revenue growth in China's semiconductor, optical communication, and PCB industries [1] - Emerging sectors such as smart driving, AI software, and low-orbit satellites are accelerating their implementation due to policy and technological breakthroughs, providing diversified investment opportunities [1] Group 3 - The communication ETF Huaxia (515050) tracks the CSI 5G communication theme index, focusing on electronic (chips, PCBs, consumer electronics) and communication (optical modules, servers) computing hardware [1] - The top five holdings in the ETF include Zhongji Xuchuang, Xinyi Sheng, Luxshare Precision, Industrial Fulian, and Zhaoyi Innovation [1]