证券代码：300684 证券简称：中石科技 公告编号：2025-075 北京中石伟业科技股份有限公司 关于对外投资收购股权的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、北京中石伟业科技股份有限公司（以下简称"公司"）全资子公司北京 中石伟业科技宜兴有限公司（以下简称"宜兴中石"）拟使用自有资金 3,570.00 万元增资收购中石讯冷散热科技（东莞）有限公司（以下简称"中石讯冷"）51% 的股权。本次收购完成后，宜兴中石持有中石讯冷 51%的股权，中石讯冷将成为 公司的控股孙公司，纳入公司合并报表范围。本次收购有助于公司进一步深化在 散热模组领域的行业布局，完善液冷业务生态，同时可将中石讯冷团队的液冷专 业能力延展到公司既有大客户渠道，实现客户资源的有效协同和优化整合。 2、本次交易已经公司总经理办公会审议通过，无需提交公司董事会及股东 会审议。 3、本次交易不构成关联交易，亦不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 4、风险提示：本次交易存在业绩承诺未能实现风险、标的资产评估风险、 商誉减值风险、外部环境变化风险、 ...

Group 1 - The company, Zhongshi Technology, has implemented a major client market strategy, achieving comprehensive coverage of leading clients in the 3C industry [1] - The company has established long-term service relationships with major North American clients, including Samsung, Microsoft, Google, Amazon, H clients, Honor, DJI, and Finisar [1]

Group 1 - The core viewpoint of the article is that Zhongshi Technology (300684.SZ) has stated that its products are not yet applied in the commercial aerospace sector [1] Group 2 - The company has communicated this information through an interactive platform [1]

Core Viewpoint - The company, Zhongshi Technology, confirmed its collaboration with major telecommunications equipment manufacturers, including ZTE, Ericsson, Nokia, Cisco, and Finisar, in the digital infrastructure sector [2]. Group 1 - The company provides key products in the digital infrastructure industry, such as thermal interface materials, heat pipes, uniform heat plates, thermal modules, EMI shielding materials, and environmental sealing materials [2]. - The company has a long-term service relationship with leading clients in the telecommunications sector [2].

Group 1 - The stock price of Furong Technology (603327) is currently at 12.09, showing an increase of 0.78% with a total trading volume of 77,550 shares and a transaction amount of 93.76 million [2] - The convertible bond of Furong Technology has risen by 10.46%, with a conversion premium rate of 16.68% [2] - The total buy amount on the trading leaderboard for Furong Technology is 167.7 million, while the total sell amount is 89.73 million [2] Group 2 - The stock price of Daoming Optics is at 15.05, reflecting a 10.01% increase [4] - The stock price of Meixin Sheng is at 43.43, with a 9.78% increase [4] - ZTE Corporation announced the limited release of the Nubia M153 smartphone, featuring the Snapdragon 8 Gen 2 processor and priced at 3,499 yuan [4]

Core Insights - Huawei launched its first AI companion robot "Hanhan" priced at 399 yuan, aimed at the family scene and part of its broader smart ecosystem strategy [4] - The AI toy market in China is projected to grow from approximately 24.6 billion yuan in 2024 to 29 billion yuan in 2025, driven by technological advancements and consumer upgrades [4][5] - The AI toy industry is characterized by stronger product integration, redefined functional roles, and a comprehensive user demographic, catering to diverse consumer needs across all age groups [5] Industry Trends - The integration of AI technology into traditional toys is reshaping product forms and value chains, making AI toys a new engine for high-quality industry development [4][5] - AI toys are evolving from mere entertainment to multifunctional "smart partners" that provide educational, emotional, and creative support [5] - The global AI toy market is expected to grow from 18.1 billion USD in 2024 to 60 billion USD by 2033, with a compound annual growth rate of approximately 14% [6] Market Performance - Over 20 A-share companies are involved in the AI toy sector, with significant stock price increases observed, including a collective market capitalization of nearly 340 billion yuan for AI toy concept stocks [6] - Notable performers include Heertai, Zhongshi Technology, and Rongxin Culture, with year-to-date stock price increases exceeding 50% [6] - Institutional research on AI toy concept stocks has been frequent, with over 200 instances of institutional inquiries recorded this year [6][7]

Core Viewpoint - The company, Zhongshi Technology, has confirmed that its thermal materials, shielding materials, and absorbing materials can be applied in automotive LiDAR systems [2] Group 1: Product Applications - The company's thermal materials include thermal gels and thermal pads, which are suitable for use in automotive LiDAR [2] - Shielding materials such as FIP and conductive foam are also applicable in the automotive LiDAR sector [2] - Absorbing materials produced by the company can be utilized in the same automotive LiDAR applications [2]

Group 1 - The core point of the article is that Zhongshi Technology (300684) has stated on an interactive platform that it has not yet established direct cooperation with Yizhiming (300415) [1]

Group 1 - The company, Zhongshi Technology, stated that its products have not yet been applied in the military industry [2]

Group 1 - The company, Zhongshi Technology, has been deeply engaged in the thermal management industry for many years, demonstrating strong research and development capabilities through continuous innovation [1] - The company is actively monitoring the technological advancements and market applications of 3D printing in the thermal management of electronic devices, aiming to enhance its thermal technology capabilities [1]