Group 1 - The A-share consumer electronics sector experienced significant declines, with multiple stocks hitting their daily limit down [2] - Shengli Precision reached the daily limit down, indicating severe market pressure [2] - Shenglan Co. fell over 9%, while Yidong Electronics, Furi Electronics, and Chaoyang Technology also reported notable declines [2]

Group 1 - The company held a performance briefing on September 19, engaging with investors regarding capacity, product evaluation, utilization rates, AI layout, and revenue [1] - The company is currently constructing fundraising projects expected to be operational by the first half of next year, with sufficient orders and normal production operations [1] - The company’s AI-related products, such as data communication connectors, have been certified by major clients like AMD and Lenovo, indicating progress in domestic substitution [1] Group 2 - The main products of the company include consumer electronics connectors, new energy vehicle connectors, data communication connectors, and optical lenses, aimed at various sectors including consumer electronics and new energy vehicles [2] - The company plans to enhance its core competitiveness through stable operations and the release of capacity from convertible bond fundraising projects, focusing on technology upgrades and market demand [2]

Group 1: Company Overview - The company is named Shenglan Technology Co., Ltd. with stock code 300843 and bond code 123258 [1] - The main products include consumer electronic connectors, new energy vehicle connectors, data communication connectors, and optical lenses [3][4] Group 2: Investor Relations Activity - The investor relations activity took place on September 19, 2025, from 15:30 to 17:00 via the Panoramic Network platform [2] - The event was attended by the company's chairman, financial director, and board secretary [2] Group 3: Production and Capacity - The company is currently constructing new production capacity, expected to be operational in the first half of next year [2] - The current production capacity utilization rate is reported to be sufficient to meet existing orders [3] Group 4: Market and Technology Development - The company is focusing on expanding market share in the liquid cooling technology sector and has made progress in micro-channel technology [4] - The company has received certifications from major clients such as AMD, Inspur, and Lenovo, indicating a shift towards domestic alternatives [3] Group 5: Financial Performance and Future Outlook - The company aims to enhance its core competitiveness through technology upgrades and market demand orientation, which will support long-term value creation for shareholders and creditors [3] - The company is committed to maintaining stable operations and leveraging convertible bond projects to drive performance growth [3]

Group 1 - The investor inquired whether the products of Shenglan Co., Ltd. are used in Tesla's Robotaxi [2] - Shenglan Co., Ltd. confirmed on the investor interaction platform that its products are not applied in Tesla's Robotaxi [2]

Group 1 - The company has initiated technical research and development for MLCP, with relevant patents currently under application [2]

Market Overview - On September 17, the consumer electronics sector rose by 1.76%, with Hongxi Technology leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Top Gainers in Consumer Electronics - Hongxi Technology (871857) closed at 30.56, up 29.99% with a trading volume of 89,500 shares [1] - Changying Precision (300115) closed at 31.64, up 12.44% with a trading volume of 2.56 million shares [1] - Shenglan Co., Ltd. (300843) closed at 60.18, up 12.07% with a trading volume of 281,100 shares [1] - Kosen Technology (603626) closed at 16.09, up 9.98% with a trading volume of 182,950 shares [1] - Other notable gainers include Shixiao Technology (301086) and Yidong Electronics (301123) with increases of 9.94% and 8.21% respectively [1] Top Losers in Consumer Electronics - Longyang Electronics (301389) closed at 66.07, down 4.38% with a trading volume of 182,600 shares [2] - Hongrid (301285) closed at 50.08, down 3.00% with a trading volume of 68,400 shares [2] - ST Bogu (600130) closed at 3.88, down 2.51% with a trading volume of 188,200 shares [2] - Other notable losers include Lingyi Technology (002600) and Zhishang Technology (301486) with declines of 2.41% and 2.17% respectively [2] Capital Flow Analysis - The consumer electronics sector experienced a net outflow of 1.15 billion yuan from institutional investors, while retail investors saw a net inflow of 940 million yuan [2][3] - Notable stocks with significant capital inflows include Lens Technology (300433) with a net inflow of 701 million yuan from institutional investors [3] - Conversely, stocks like Shubeide (300322) and Xiechuang Data (300857) faced net outflows from institutional and retail investors [3]

Group 1 - The company has announced that it is conducting technical research and development on MLCP [1] - The relevant patents for this technology are currently under application [1]

Group 1 - Nvidia is requesting suppliers to develop a new "Microchannel Liquid Cooling Plate (MLCP)" technology [2] - Shenglan Co., Ltd. (300843.SZ) has confirmed that it is conducting research and development on MLCP technology and is in the process of applying for related patents [2]

Group 1 - The company, Shenglan Co., Ltd. (SZ 300843), announced the convening of its fourth board meeting on September 16, 2025, in Dongguan, Guangdong Province, to discuss the proposal regarding the use of raised funds to replace pre-invested project funds and paid issuance expenses [1] - For the year 2024, the company's revenue composition is entirely from the manufacturing sector, accounting for 100.0% [1] - As of the report date, Shenglan Co., Ltd. has a market capitalization of 8.8 billion yuan [1]

| 证券代码：300843 | 证券简称：胜蓝股份 | 公告编号：2025-066 | | --- | --- | --- | | 债券代码：123258 | 债券简称：胜蓝转02 | | 胜蓝科技股份有限公司 第四届董事会第四次会议决议公告 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。 与会董事对本次会议需审议的议案进行了充分讨论，审议通过了以下议案： 1、审议通过《关于使用募集资金置换预先投入募投项目及已支付发行费用 的自筹资金的议案》 公司本次拟使用募集资金置换预先投入募投项目及已支付发行费用的自筹 资金事项符合法律法规的规定及发行申请文件的相关安排，本次募集资金置换时 间距离募集资金到账时间未超过 6 个月，符合《上市公司募集资金监管规则》《深 圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》等法律法规、规范性文件的规定，不影响募 投项目的正常实施，也不存在变相改变募集资金用途的情形。因此，董事会同意 公司本次以募集资金人民币 6,047.39 万元置换截至 2025 年 9 月 10 日已投 ...