（文章来源：证券日报） 证券日报网讯 8月13日晚间，江丰电子发布公告称，为优化业务结构，聚焦于半导体靶材和核心零部件 主业，集中公司资源，加大研发和设备投入，加快突破"卡脖子"技术，进一步增强半导体业务核心价 值，公司拟与日本株式会社爱发科合作，整合双方平板显示靶材业务。 ...

8月13日晚间，江丰电子（300666）发布公告，公司拟与日本株式会社爱发科(以下简称"爱发科")合 作，整合双方平板显示靶材业务。 为满足市场需求，江丰电子近年来积极扩建产能。目前，黄湖靶材工厂主体工程建设顺利、设备正逐步 入驻调试；半导体精密零部件多个生产基地陆续完成建设并投产。今年7月，公司发布定增预案，拟募 资不超过19.48亿元，用于年产5100个集成电路设备用静电吸盘产业化、年产1.23万个超大规模集成电路 用超高纯金属溅射靶材产业化等项目。 资料显示，合作方爱发科是真空技术开创者，致力于研发和制造用于半导体、电子器件、平板显示的设 备及材料，同时是平板显示设备和靶材的创造者，在先进OLED靶材方面具有领先优势。 根据业绩预告，江丰电子2025年半年度预计实现营业收入约21亿元，较上年同期增长约29%；净利润为 2.47亿元至2.67亿元，同比增长53.29%至65.7%。公司表示，上半年产业链的韧性和稳定性全面提升， 国内外客户订单持续增加。 江丰电子在平板显示靶材领域积累了丰富的研发、生产和管理经验，相关产品已通过国内知名平板显示 器制造商的认证，并实现了批量供货，客户端黏性强，订单具备可持续 ...

Core Insights - The report highlights a significant shift in China's consumption structure from goods to services, with per capita service consumption expected to reach 46.1% of total consumption by 2024, contributing 63% to the growth of consumer spending [2] - The establishment of the Xinjiang-Tibet Railway Company marks the beginning of a major infrastructure project that is expected to enhance regional economic collaboration and reduce logistics costs, with an estimated investment of around 500 billion yuan [7][8] - The report emphasizes the positive impact of major infrastructure projects on China's economic stability and growth, particularly in the context of external uncertainties [9][10] Economic News - The Ministry of Commerce indicates a rapid transition in China's consumption structure, with service consumption growing at an annual rate of 9.6% from 2020 to 2024 [2] - The Ministry of Finance has introduced a one-year "dual interest subsidy" policy aimed at boosting consumer loans for various sectors, including automotive and healthcare [2] - The People's Bank of China is encouraging increased credit support for the service consumption sector to ensure effective policy implementation [4] Company Insights - Alibaba Health has signed a strategic cooperation agreement with Innovent Biologics to enhance supply chain solutions for cold-chain delivery of specific medications [5] - Didi has recently invested in a driverless commercial vehicle company, indicating a strategic move towards autonomous transportation [5] - Jiangfeng Electronics is planning to integrate its flat panel display target material business with Japan's Aifuka Corporation, showcasing international collaboration [5] Infrastructure Projects - The Xinjiang-Tibet Railway is expected to significantly lower logistics costs and enhance economic cooperation between regions, with a construction period projected to exceed 20 years [8][9] - The report outlines that the construction of the Xinjiang-Tibet Railway will provide a safety net for China's economy against external uncertainties, contributing approximately 0.18% to GDP growth annually [8][9] - Other major infrastructure projects are also set to commence, which will serve as important engines for domestic demand and economic stability [10] Investment Recommendations - The report suggests that leading companies in the construction and materials sector will benefit significantly from the Xinjiang-Tibet Railway project, including major state-owned enterprises [9] - It emphasizes that the implementation of major projects will not only yield long-term benefits but also stabilize the economy amid external challenges [11]

Core Viewpoint - Jiangfeng Electronics (300666.SZ) aims to optimize its business structure by focusing on semiconductor target materials and core components, enhancing its core value in the semiconductor sector through increased R&D and equipment investment [1] Group 1: Business Strategy - The company plans to collaborate with Japan's Aifuke Co., Ltd. to integrate both parties' flat panel display target material businesses [1] - This collaboration is expected to leverage synergies, achieve resource sharing, and complement each other's strengths, leading to a win-win cooperation [1] Group 2: Market Positioning - The integration aims to enhance the technological strength and market competitiveness of flat panel display target materials in high-end fields [1] - The goal is to achieve high-quality development in this business segment [1]

为优化业务结构，聚焦于半导体靶材和核心零部件主业，集中公司资源，加 大研发和设备投入，加快突破" 卡脖子"技术，进一步增强半导体业务核心价值， 宁波江丰电子材料股份有限公司（以下简称 公司"）拟与日本株式会社爱发科 （以下简称 爱发科"）合作，整合双方平板显示靶材业务。 在平板显示靶材领域，公司拥有坚实的技术基础、成熟的研发团队，累积了 丰富的生产和管理经验，公司的平板显示靶材已通过国内知名平板显示器制造商 的认证，并实现了批量供货，客户端粘性强，订单具备可持续性。 爱发科是真空技术开创者，致力于研发和制造用于半导体、电子器件、平板 显示的设备及材料，是历史悠久、世界知名的技术集团。爱发科是平板显示设备 和靶材的创造者，在最先进的 OLED 靶材方面具有领先优势。 证券代码：300666 证券简称：江丰电子 公告编号：2025-084 宁波江丰电子材料股份有限公司 关于与日本株式会社爱发科 共同筹划整合双方平板显示靶材业务的公告 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。 本次整合事项尚处于筹划阶段，公司仍在调查论证过程中，暂未签署正式协 议。本次整合的具 ...

格隆汇8月13日丨江丰电子(300666.SZ)公布，为优化业务结构，聚焦于半导体靶材和核心零部件主业， 集中公司资源，加大研发和设备投入，加快突破"卡脖子"技术，进一步增强半导体业务核心价值，宁波 江丰电子材料股份有限公司拟与日本株式会社爱发科(简称爱发科")合作，整合双方平板显示靶材业 务。 ...

人民财讯8月13日电，江丰电子（300666）8月13日晚间公告，为聚焦于半导体靶材和核心零部件主业， 加快突破"卡脖子"技术，进一步增强半导体业务核心价值，公司拟与日本株式会社爱发科(简称"爱发 科")合作，整合双方平板显示靶材业务。 公司的平板显示靶材已通过国内知名平板显示器制造商的认证，并实现了批量供货，订单具备可持续 性。爱发科是平板显示设备和靶材的创造者，在最先进的OLED靶材方面具有领先优势。 ...

Core Viewpoint - Jiangfeng Electronics (300666) announced a collaboration with Japan's Aifake to integrate their flat panel display target material businesses, aiming to enhance technical strength and market competitiveness in high-end sectors [1] Company Summary - Jiangfeng Electronics possesses advantages in technology, research and development, and production in the flat panel display target material field [1] - Aifake holds a leading position in OLED target materials [1] - The collaboration is intended to achieve resource sharing and complementary advantages between the two companies [1] Industry Summary - The integration of both companies' strengths is expected to bolster their capabilities in high-end technology and market competition [1] - The current status of the collaboration is in the planning stage, with uncertainties regarding specific plans and implementation timelines [1]

共同筹划整合双方平板显示靶材业务的公告 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。 证券代码：300666 证券简称：江丰电子 公告编号：2025-084 宁波江丰电子材料股份有限公司 关于与日本株式会社爱发科 双方在平板显示靶材方面的整合，将充分发挥协同效应，实现资源共享、优 势互补、合作共赢，增强平板显示靶材产品在高端领域的技术实力与市场竞争力， 以期获得该业务的高质量发展。 本次整合事项尚处于筹划阶段，公司仍在调查论证过程中，暂未签署正式协 议。本次整合的具体方案、实施进度等有关事项具有不确定性，敬请广大投资者 注意投资风险。 公司将积极、持续关注本事项的后续进展情况，并严格按照相关法律、法规 的规定及时履行信息披露义务。 特此公告。 2025 年 8 月 13 日 为优化业务结构，聚焦于半导体靶材和核心零部件主业，集中公司资源，加 大研发和设备投入，加快突破" 卡脖子"技术，进一步增强半导体业务核心价值， 宁波江丰电子材料股份有限公司（以下简称 公司"）拟与日本株式会社爱发科 （以下简称 爱发科"）合作，整合双方平板显示靶材业务。 在平板显示靶材领 ...

企查查APP显示，近日，广东丰科晶晟电子材料有限公司、合肥丰科晶晟电子材料有限公司，法定代表 人同为王学泽，注册资本均为3000万元。企查查股权穿透显示，二者皆由江丰电子间接全资持股。 ...