Core Viewpoint - The A-share market shows mixed performance with the Shanghai Composite Index down by 0.41%, while sectors like telecommunications, electronics, and defense are performing well, indicating a shift in market focus towards specific growth areas [1]. Industry Summary - The consumer electronics sector is experiencing growth, with the Consumer Electronics ETF (159732.SZ) rising by 0.68%. Key stocks within this ETF, such as Jingsheng Electronics, Dongshan Precision, and Jingce Electronics, have seen significant increases in their share prices, ranging from 2.25% to 4.13% [1]. - The foldable smartphone market is projected to reach 19.8 million units by 2025, maintaining a penetration rate of approximately 1.6%, which reflects a slowdown in growth compared to previous years. However, advancements in technology and price reductions are driving foldable phones to become a focal point in the mid-to-high-end market [1]. - Major manufacturers are accelerating the development of new products and expanding their product lines and price ranges in preparation for a potential market explosion in 2026 [1]. - Traditional smartphones are entering a saturation phase, with foldable screens defining a new form of smart devices. Apple’s entry into the foldable screen market is expected to accelerate the adoption of foldable smartphones and drive innovation within the foldable supply chain [1]. Company Summary - The Consumer Electronics ETF (159732) tracks the Guozheng Consumer Electronics Index and primarily invests in 50 A-share listed companies involved in the consumer electronics industry, focusing on high-attention sectors such as electronic manufacturing, semiconductors, and optical electronics [1].

精测电子（300567.SZ）7月30日在投资者互动平台表示，长江存储是公司客户之一，有关公司产品、客 户及业务情况，请以公司披露的相关公告为准。 每经AI快讯，有投资者在投资者互动平台提问：媒体近日报道，长江存储在推动"全国产化"制造设备方 面取得了重大突破，首条全国产化的产线将于2025年下半年导入试产。请问公司与长江存储是否有合作 关系吗？公司是否属于长江存储的核心供应商？具体开展了哪些业务合作？ （文章来源：每日经济新闻） ...

Group 1 - The company has confirmed that some of its main products have completed delivery and acceptance for the 7nm advanced process [2] - The company is currently validating products for even more advanced processes [2] - Investors are advised to refer to the company's official announcements for information regarding products, customers, and business conditions [2]

关于控股股东、实际控制人部分股权质押及展期的公告 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。 武汉精测电子集团股份有限公司（以下简称"公司"）近日接到公司控股股 东、实际控制人彭骞先生的通知，彭骞先生将其直接持有的公司部分股权办理了 质押及展期的手续，具体情况如下： 一、股东股份质押及展期的基本情况 | 占其 | 是否为控 | 占公 | 本次 | 直接 | 是否 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股股东或 | 司总 | 是否 | 股东 | 质押 | 所持 | 为补 | 质押起始 | 质押到期 | 质押 | 第一大股 | 股本 | 为限 | 质权人 | | | | 名称 | 数量 | 股份 | 充质 | 日 | 日 | 用途 | 东及其一 | 比例 | 售股 | （股） | 比例 | 押 | | | | | 致行动人 | （%） | （%） | | | ...

Group 1 - The core transaction involved 53,700 shares of Jingce Electronics, with a total transaction value of 3.0072 million yuan, representing 0.76% of the total trading volume for the day [1][2] - The transaction price was set at 56 yuan per share, which is a discount of 6.48% compared to the market closing price of 59.88 yuan [1][2] - The buyer was Guotai Junan Securities, while the seller was Tianfeng Securities [2]

Core Viewpoint - The company has successfully completed the delivery and acceptance of some of its main products using 7nm advanced process technology, with more advanced process products currently under verification [1] Group 1 - The company has delivered and accepted products based on 7nm advanced process technology [1] - More advanced process products are currently being verified [1] - For detailed information regarding the company's products, clients, and business conditions, refer to the company's official announcements [1]

证券代码：300567 证券简称：精测电子 公告编号：2025-098 武汉精测电子集团股份有限公司 关于为子公司向银行申请授信提供担保的进展公告 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、担保情况概述 武汉精测电子集团股份有限公司（以下简称"公司"）分别于 2025 年 4 月 23 日、2024 年 5 月 19 日召开第五届董事会第二次会议、2024 年度股东大会， 审议通过《关于为子公司向银行申请授信额度提供担保的议案》，为保证公司及 下属各子公司的正常生产经营，拓宽资金渠道，公司或子公司拟对子公司 2025 年度向银行申请综合授信提供保证担保，担保总额不超过 37.8 亿元人民币；其 中，公司拟对子公司苏州精材半导体科技有限公司（以下简称"苏州精材"）向 银行申请授信提供最高担保额度人民币 4,000 万元，拟对子公司上海精测半导体 技术有限公司（以下简称"上海精测"）向银行申请授信提供最高担保额度人民 币 8.5 亿元，拟对子公司上海精积微半导体技术有限公司（以下简称"上海精积 微"）向银行申请授信提供最高担保额度人民币 1.3 亿元，授信 ...

Core Viewpoint - The announcement of government subsidies totaling 25.2 million yuan will positively impact the company's operating performance in 2025 [1]. Group 1: Company Overview - Shanghai Jingce Semiconductor Technology Co., Ltd. was established in 2018, focusing on the research, production, and sales of semiconductor testing equipment, as well as some testing equipment for display and new energy fields [2]. - Jingce Electronics primarily engages in the research, production, and sales of testing systems for displays, semiconductors, and new energy [2]. Group 2: Product and Market Performance - The main products in the display sector include testing equipment for various display devices such as LCD, OLED, Mini LED, Micro OLED, and Micro LED, including electrical measurement and debugging systems, pre-process AOI equipment, and automated equipment integration products [2]. - The self-developed Seal series TGV testing equipment was successfully delivered in bulk last November, with applications in Mini/Micro LED direct display, advanced semiconductor packaging substrates, and other precision devices [2]. Group 3: Financial Performance - In Q1 2025, Jingce Electronics achieved revenue of 689 million yuan, a year-on-year increase of 64.92%, and turned a profit with a net profit attributable to shareholders [2]. - The semiconductor segment generated sales revenue of 212 million yuan, up 63.71% year-on-year, while the display segment achieved sales revenue of 382 million yuan, a growth of 42.46% [2]. - In the new energy sector, the company reported sales revenue of 77.57 million yuan, a significant increase of 429.71% year-on-year [2].

证券代码：300567 证券简称：精测电子 公告编号：2025-097 武汉精测电子集团股份有限公司 关于收到政府补助的公告 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、获取补助的基本情况 武汉精测电子集团股份有限公司（以下简称"公司"）控股子公司上海精测 半导体技术有限公司（以下简称"上海精测"）于近日收到政府补助资金 2,520.00 万元，其中与收益相关的政府补助为 2,160.00 万元，与资产相关的政府补助为 360.00 万元。具体情况如下： | | | | | | | | 占公司最近 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 发 | 获 得 | 获得补 | | | | 补助金 | 一个会计年 | | 是否已经实 | 是否 与 | 是否 | | 放 | 补 助 | 助的原 | 收到补 | 补 助 | 补 助 | 额（人民 | 度经审计净 | 补助 | 际收到相关 | 日常 经 | 具有 | | 主 | 的 主 | ...

Core Viewpoint - The financial performance of Jingce Electronic (精测电子) shows significant growth in revenue and net profit, indicating strong operational capabilities and market demand [1]. Financial Performance - As of the first quarter of 2025, the company reported total revenue of 689 million yuan, representing a year-on-year increase of 64.92% [1]. - The net profit attributable to shareholders reached 37.6 million yuan, with a remarkable year-on-year growth of 336.06% [1]. - The non-recurring net profit was 11.7 million yuan, reflecting a year-on-year increase of 149.42% [1]. - The company's liquidity ratios are strong, with a current ratio of 1.825 and a quick ratio of 1.190, while the debt-to-asset ratio stands at 55.21% [1]. Market Activity - On July 18, 2025, the stock price closed at 59.66 yuan, down 0.12%, with a turnover rate of 1.71% and a trading volume of 34,600 lots, amounting to a transaction value of 206 million yuan [1]. - The net outflow of main funds was 10.1 million yuan, accounting for 4.92% of the transaction amount, with significant outflows from large orders [1]. Company Background - Jingce Electronic Group Co., Ltd. was established in 2006 and is located in Wuhan, primarily engaged in the manufacturing of computers, communications, and other electronic devices [2]. - The company has made investments in 24 enterprises and participated in 539 bidding projects, showcasing its active role in the industry [2]. - The company holds 10 trademark registrations and 2,035 patents, indicating a strong focus on intellectual property [2].