人民财讯8月27日电，企查查APP显示，近日，江苏精研热处理有限公司成立，注册资本3000万元，经 营范围包含：金属表面处理及热处理加工；淬火加工；金属加工机械制造等。企查查股权穿透显示，该 公司由精研科技（300709）等共同持股。 ...

Group 1 - The consumer electronics sector experienced a significant upward trend on August 26, with companies like Jingyan Technology and Dongni Electronics both rising by 8% [1] - Other companies such as Lingyi iTech and Jiebang Technology saw increases of over 5% [1] - Stocks like *ST Bowang and Kechuan Technology also followed the upward trend [1]

证券日报网讯精研科技（300709）8月25日在互动平台回答投资者提问时表示，公司2025年上半年各业 务板块的经营情况请投资者关注公司将于8月底披露的《2025年半年度报告》。 ...

Group 1 - The core viewpoint of the article is that Jingyan Technology's subsidiary, Jiangsu Jingyan Power System Co., Ltd., is currently focused on developing products primarily for foldable smartphones and cleaning robots, with limited revenue contribution from these applications [1] - The company is exploring various application scenarios for its products, including those used in delivery robots and commercial cleaning robots, but these efforts are still in the experimental stage [1] - The overall business scale of these products remains small, indicating that they do not significantly impact the overall revenue of the power company [1]

证券日报网讯精研科技（300709）8月25日在互动平台回答投资者提问时表示，近几年安特信利用技术 优势，持续积极开拓客户资源和订单需求，提高营收水平，以期尽快达到盈亏平衡点，但截至2025年一 季度末，安特信整体收入规模仍不显著，也未实现盈利。敬请广大投资者注意投资风险，理性决策。 ...

Group 1 - The company, Jingyan Technology, indicated that its subsidiary, Jiangsu Jingyan Power System Co., Ltd., primarily focuses on products for foldable smartphones, sweeping machine drive modules, and washing machine drive modules [2] - The company has made some attempts to expand its product applications into delivery robots and commercial cleaning robots, but these applications are still in the experimental stage [2] - The contribution of these new application areas to the overall revenue of the power company is currently limited [2]

Group 1 - The core viewpoint is that Antsine has been actively expanding its customer base and order demand to improve revenue levels, aiming to reach a breakeven point, but has not yet achieved significant revenue or profitability as of the end of Q1 2025 [2] Group 2 - Antsine's overall revenue scale remains insignificant, and the company has not realized profitability despite efforts to leverage its technological advantages [2] - Investors are advised to be cautious and make rational decisions regarding their investments in Antsine [2]

Core Viewpoint - The company has achieved mass production in thermal management solutions for energy storage and edge computing servers, indicating a strong demand for computing power in the market [1] Group 1: Product Development - The company has successfully mass-produced liquid cooling modules, air cooling modules, and other thermal management products such as vapor chambers and heat pipes [1] - The development, accumulation, and certification of these technologies will require a certain period [1] Group 2: Market Trends - There is a confirmed growth trend in the demand for computing power, which the company is actively addressing by collaborating with solution providers to advance the research and certification of server thermal management products [1]

Market Overview - On August 21, the consumer electronics sector declined by 1.77%, with Hongfu Han leading the drop [1] - The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1] Stock Performance - Notable gainers in the consumer electronics sector included: - Zhuoman Technology (002369) with a closing price of 10.56, up 10.00% [1] - Kosen Technology (603626) at 13.87, up 9.99% [1] - Laimu Co., Ltd. (603633) at 10.81, up 9.97% [1] - Other significant performers included: - Lixun Precision (002475) at 42.19, up 5.34% with a trading volume of 200.68 million shares [1] - Lens Technology (300433) at 28.34, up 4.92% with a trading volume of 166.06 million shares [1] Capital Flow - The consumer electronics sector experienced a net outflow of 3.368 billion yuan from institutional investors, while retail investors saw a net inflow of 2.901 billion yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Lixun Precision (002475) had a net inflow of 796 million yuan from institutional investors, but a net outflow of 339 million yuan from retail investors [3] - Zhuoman Technology (002369) saw a net inflow of 284 million yuan from institutional investors, with a net outflow of 126 million yuan from retail investors [3] - Kosen Technology (603626) had a net inflow of 181 million yuan from institutional investors, while retail investors experienced a net outflow of 683.57 million yuan [3]

Group 1 - The core viewpoint is that the introduction of foldable products by Apple in the second half of 2026 is expected to increase the penetration rate of foldable phones from 1.6% in 2025 to over 3% by 2027, driven by advancements in hinge technology and design [1] - The foldable phone hinge market is projected to reach a value of $1.2 billion by 2025, with Samsung adopting a water-drop hinge design in its Galaxy Z Fold5 and Flip series to enhance durability and reduce crease visibility [2] - The industry is moving towards modular designs and standardization to reduce costs and improve yield rates, with suppliers like New Power and Amphenol investing in high-precision components to adapt to the water-drop hinge trend [2] Group 2 - Apple is considering the use of liquid metal as a structural material for its foldable devices, which could lead to a significant upgrade in the supply chain if combined with 3D printing and composite materials [3] - Apple typically adopts an "early majority" strategy, entering the foldable phone market once it stabilizes, aiming to capture market share through differentiation while minimizing risks and R&D costs [3] - The entry of Apple into the foldable phone market signifies a shift towards mature applications, where competition will focus on manufacturing efficiency, cost control, and supply chain integration [3]