Group 1 - The company, Dafu Technology, stated on October 24 that its subsidiary, Dafu Fangyuan, specializes in the research and development of metal materials and is a major supplier of core components for foldable screen smartphone hinges [2] - Dafu Fangyuan is focused on deepening its expertise in metal materials, which positions the company strategically within the foldable smartphone market [2] - The interaction with investors highlights the company's commitment to innovation and its role in the supply chain for advanced smartphone technology [2]

Group 1 - The company, Dafu Technology, is actively focusing on the development and evolution of industrial technology, aligning its efforts with market demands and its own business advantages [1] - The company is engaged in the research and application of new technologies and products [1]

Core Viewpoint - Dafu Technology (300134) has confirmed that its subsidiary, Dasheng Graphite, specializes in high-purity graphite and related materials, which are primarily used in electronic products such as batteries and mobile devices [1] Group 1: Company Overview - Dafu Technology's subsidiary, Dasheng Graphite, produces high-purity graphite, expandable graphite, flexible graphite, high thermal conductivity graphite materials, conductive agents, and anode materials [1] - The main applications of these products include primary batteries, lithium batteries, and thermal management in electronic devices like smartphones and tablets [1]

Core Viewpoint - The company, Dafu Technology, confirmed its subsidiary Dafu Fangyuan is a key supplier of core components for foldable screen smartphones, specifically the hinges, but cannot disclose specific business details due to confidentiality agreements [2]. Group 1 - Investors inquired whether the company's products are used in Huawei's Mate XTs and other foldable smartphones [2]. - Dafu Technology's subsidiary focuses on the research and development of metal materials and has established itself as a major supplier in the foldable smartphone market [2].

格隆汇10月24日丨大富科技(300134.SZ)在互动平台表示，公司具备为各类终端折叠产品提供铰链核心 部件的能力。 ...

Group 1 - The company has a subsidiary, Dasheng Graphite, which specializes in high-purity graphite, expandable graphite, flexible graphite, high thermal conductivity graphite materials, conductive agents, and anode materials [2] - The company is currently addressing investor inquiries regarding the status of its graphite mine and its position in terms of reserves within the industry [2]

Core Viewpoint - Dafu Technology's stock performance shows a slight increase, with significant financing activities indicating a mixed sentiment among investors [1][2]. Financing Summary - On October 23, Dafu Technology had a financing buy-in of 5.21 million yuan and a financing repayment of 7.28 million yuan, resulting in a net financing outflow of -2.07 million yuan [1]. - The total financing balance as of October 23 is 263 million yuan, accounting for 2.99% of the circulating market value, which is above the 50th percentile level over the past year [1]. - The company also experienced a low level of short selling, with a short selling balance of 110,900 yuan, below the 10th percentile level over the past year [1]. Company Overview - Dafu Technology, established on June 4, 2001, and listed on October 26, 2010, is located in Shenzhen, Guangdong Province [1]. - 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 [1]. - The revenue composition is as follows: RF products 61.16%, smart terminal structural parts 27.87%, automotive industry 7.09%, others 2.23%, and intelligent equipment industry 1.65% [1]. Financial Performance - For the first half of 2025, Dafu Technology reported a revenue of 1.174 billion yuan, a year-on-year increase of 2.86%, while the net profit attributable to shareholders was -116 million yuan, reflecting a year-on-year growth of 15.07% [2]. - The number of shareholders decreased by 12.43% to 53,000, while the average circulating shares per person increased by 17.21% to 13,439 shares [2]. Dividend Information - Since its A-share listing, Dafu Technology has distributed a total of 867 million yuan in dividends, with no dividends paid in the last three years [3]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the sixth-largest circulating shareholder with 7.6367 million shares, a decrease of 202,500 shares from the previous period [3]. - The Southern CSI 1000 ETF is the tenth-largest circulating shareholder with 3.5618 million shares, an increase of 691,500 shares from the previous period [3].

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]