Group 1 - The company Strongda Circuit has provided information about its major clients in the electronics manufacturing sector, which include Huaxing Yuanchuang, Dafeng Technology, Scanfil, Phoenix, Yibo Technology, Huichuan Technology, Chunxing Precision, Shengjing Micro, and Wuhan Fangu [1] - The company also listed its PCB trading clients, which include Fineline, PCBConnect, and ICAPE, as well as PCB manufacturers such as Würth and HT [1] - Strongda Circuit emphasized that specific details should be referenced from the company's latest announcements and disclosures, and it will fulfill its information disclosure obligations according to relevant regulations [1]

Core Viewpoint - The company, Changda Circuit (301628.SZ), has disclosed its major clients and partnerships in response to investor inquiries, highlighting its diverse customer base in the electronics manufacturing sector [1]. Client Overview - Major clients in the electronics manufacturing sector include Huaxing Yuanchuang (688001.SH), Dafu Technology (300134.SZ), Scanfil, Phoenix, Yibo Technology (301366.SZ), Huichuan Technology (300124.SZ), Chunxing Precision (002547.SZ), Shengjing Micro (603375.SH), and Wuhan Fangu (002194.SZ) [1]. - PCB trading partners consist of Fineline, PCB Connect, and ICAPE [1]. - PCB manufacturers include Würth and HT [1].

Company Overview - Dafu Technology (Anhui) Co., Ltd. is located in Shenzhen, Guangdong Province, established on June 4, 2001, and listed on October 26, 2010 [2] - The company's main business includes the research, production, and sales of RF products for mobile communication base stations, smart terminal products, and automotive components [2] - Revenue composition: RF products 61.16%, smart terminal structural parts 27.87%, automotive industry 7.09%, others 2.23%, and smart equipment industry 1.65% [2] Financial Performance - As of June 30, 2025, Dafu Technology achieved operating revenue of 1.174 billion yuan, a year-on-year increase of 2.86% [2] - The net profit attributable to the parent company was -116 million yuan, a year-on-year increase of 15.07% [2] - Cumulative cash dividends since A-share listing amount to 867 million yuan, with no dividends distributed in the past three years [3] Stock Performance - On September 18, Dafu Technology's stock price decreased by 2.00%, closing at 13.23 yuan per share, with a trading volume of 306 million yuan and a turnover rate of 3.18% [1] - Year-to-date, the stock price has increased by 12.79%, with a decline of 0.90% over the last five trading days and a 1.49% decline over the last 20 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with a net buy of 25.916 million yuan on February 25 [1] Shareholder Information - As of June 30, 2025, the number of shareholders is 53,000, a decrease of 12.43% from the previous period [2] - The average circulating shares per person increased by 17.21% to 13,439 shares [2] - Major shareholders include Hong Kong Central Clearing Limited and Southern CSI 1000 ETF, with respective holdings of 7.6367 million shares (down 20.25%) and 3.5618 million shares (up 69.15%) [3]

Group 1 - The company, Dafu Technology, announced its plan to leverage the advantages and resources of professional investment institutions by signing a partnership agreement with Anhui Artificial Intelligence Theme Investment Fund and other local investment firms [1] - The newly established fund, named Bengbu Zhongcheng Dafu Zhike Venture Capital Fund, will have a total scale of 500 million RMB, with the company contributing 75 million RMB, accounting for 15% of the fund [1] - The fund will primarily invest in the upstream and downstream industries of artificial intelligence, including but not limited to integrated circuits, sensors, the Internet of Things, AI software, and AI applications, with at least 70% of the investment directed towards these key areas [1]

Group 1 - The company, Dafu Technology, announced its plan to leverage the advantages and investment capabilities of professional investment institutions by signing a partnership agreement with Anhui Artificial Intelligence Theme Investment Fund and other local investment firms [1] - The newly established fund, named Bengbu Zhongcheng Dafu Zhike Venture Capital Fund, will have a total scale of 500 million RMB, with the company contributing 75 million RMB, accounting for 15% of the fund [1] - The fund will focus on investing in the upstream and downstream industries of artificial intelligence, including but not limited to integrated circuits, sensors, the Internet of Things, AI software, and AI applications, with at least 70% of the investment directed towards these key areas [1]

大富科技（安徽）股份有限公司 1. 审议通过了《关于与专业机构共同投资设立基金暨关联交易的议案》 《关于与专业机构共同投资设立基金暨关联交易的公告》详见巨潮资讯网 （www.cninfo.com.cn）。 本议案以 8 票同意，1 票回避，0 票弃权，0 票反对获得通过。 证券代码：300134 证券简称：大富科技 公告编号：2025-061 大富科技（安徽）股份有限公司 第六届董事会第三次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 二、董事会会议审议情况 2025 年 9 月 16 日 1 1. 大富科技（安徽）股份有限公司（以下简称"公司"）于 2025 年 9 月 11 日 以电话/邮件方式向各董事发出公司第六届董事会第三次会议通知。 2. 本次会议于 2025 年 9 月 16 日在深圳市宝安区沙井街道蚝乡路沙井工业公司 第三工业区 A2 栋三层会议室以现场结合电话会议方式召开。 3. 会议应到 9 人，亲自出席董事 8 人，其中现场出席董事 2 人，分别为童恩东、 肖竞；电话出席董事 6 人，分别为周学保、李 ...

大富科技（安徽）股份有限公司 证券代码：300134 证券简称：大富科技 公告编号：2025-062 大富科技（安徽）股份有限公司 关于与专业机构共同投资设立基金暨关联交易的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 2025 年 9 月 16 日，大富科技（安徽）股份有限公司（以下简称"公司"） 召开第六届董事会第一次独立董事专门会议、第六届董事会第三次会议，审议通 过了《关于与专业机构共同投资设立基金暨关联交易的议案》，关联董事已回避 表决，具体如下： 一、与专业机构共同投资暨关联交易概述 （一）基本情况 公司为借助专业投资机构相关团队优势资源和投资能力，拟与安徽省人工智 能主题投资基金合伙企业（有限合伙）（以下简称"安徽人工智能投资基金""母 基金"）、蚌埠高新创新投资有限公司（以下简称"蚌埠高新创投"）、蚌埠中 城创业投资有限公司（以下简称"中城创投"）签署《合伙协议》，参与投资设 立蚌埠中城大富智科创业投资基金合伙企业（有限合伙）（暂定名，以工商行政 管理部门最终核准的名称为准）（以下简称"合伙企业"或"基金"）。基金规 模为 5 亿元人民 ...

Group 1: Company Performance and Strategy - Company held an investor relations event on September 15, 2025, discussing its performance and future strategies [1] - Management has implemented measures to improve operational efficiency and profitability, including optimizing management processes and increasing new product development [5] - The company reported a reduction in period expenses by 50.87 million yuan in the first half of the year, with a 17.62% decrease in management expenses compared to the same period last year [5] Group 2: Product Development and Market Trends - The company has completed the technical incubation of new 5G-A RF products and has begun mass delivery to customers, with expected growth in shipment volume as 5G-A technology develops [1] - In the consumer electronics sector, the company has achieved technological breakthroughs in titanium materials and high-carbon steel products, enhancing precision manufacturing capabilities [2] - The company is benefiting from the growth of the AI industry, as its precision components are widely used in communication and computing infrastructure [3] Group 3: Market Expansion and Collaboration - The company plans to expand its overseas market presence in response to the national dual circulation strategy, aiming to enhance revenue levels [4] - The company has established partnerships with leading global clients and is focusing on collaboration with technology companies to drive product and business development [7] - The company has invested in Anhui Yunta Technology, which specializes in RF front-end chip and module product development, to enhance its capabilities in the RF filter market [8] Group 4: Future Growth Areas - The company is focusing on its core business while penetrating into consumer electronics, automotive parts, and intelligent equipment sectors [9] - In the communication RF business, the company is developing new products to meet the performance enhancement needs of 5G networks [9] - The company aims to leverage synergies with its investee companies, such as Yunta Technology, to drive innovation and industry breakthroughs [9]

Group 1: Company Overview and Market Position - Dafu Technology specializes in RF components and structures, which are essential for mobile communication systems [2][3] - The company has established long-term partnerships with globally recognized clients in telecommunications, consumer electronics, and automotive parts [4][7] - The market for RF front-end components is projected to exceed $35 billion, with significant growth potential for domestic alternatives [9] Group 2: Product Development and Innovation - The production cycle for RF filter products ranges from 3 to 10 years, with the latest 5G-A products now in mass delivery [2][3] - Recent breakthroughs in titanium materials and high-carbon steel products have enhanced the company's manufacturing capabilities [3][4] - Dafu Technology is focusing on developing new products in response to the evolving demands of 5G and AI markets [10] Group 3: Financial Performance and Strategies - The company has implemented measures to improve operational efficiency, including a reduction in management expenses by 17.62%, amounting to approximately 26.44 million yuan [5][6] - Strategies to achieve profitability include enhancing internal management, increasing R&D efforts, and expanding market reach [5][6] - The management is committed to value management through continuous innovation and effective communication with investors [6][7] Group 4: Future Growth and Market Expansion - Dafu Technology aims to penetrate new markets, including consumer electronics and smart equipment, while maintaining its core RF business [10] - The company plans to leverage partnerships, such as with Anhui Yunta Technology, to enhance its product offerings and market presence [7][10] - The focus will be on developing high-performance products that meet the demands of emerging technologies like IoT and autonomous vehicles [10]

Core Viewpoint - Dafu Technology (300134.SZ) has fully sold 6.5927 million shares held under its 2022 employee stock ownership plan, which accounts for 0.86% of the company's total share capital, after the expiration of the lock-up period [1] Group 1 - The employee stock ownership plan will terminate on March 13, 2026, as per the company's regulations outlined in the 2022 employee stock ownership plan draft [1] - The company will fulfill its information disclosure obligations in accordance with relevant laws and regulations upon the expiration of the employee stock ownership plan [1]