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全域通信自由来了!iPhone 18 Pro卫星通信升级至Gbps级,AI赋能+市值背书,产业链迎增长良机
Xin Lang Cai Jing· 2026-01-20 13:39
Group 1 - Company X is a core supplier in Apple's supply chain, focusing on RF components and electromagnetic shielding products, deeply integrated with Apple's antenna and wireless charging module needs [1] - The company is actively expanding into automotive electronics, developing in-vehicle wireless charging and communication modules to smooth out fluctuations in the consumer electronics cycle [1] - As Apple increases its demand for intelligent and integrated terminal devices, the company's technological accumulation in the RF field is expected to translate into order advantages [1] Group 2 - Company Y indirectly enters Apple's supply chain through subsidiaries, primarily providing display modules and power management components for smart TVs [2] - The company is accelerating its "home appliance + IoT" strategy, creating multi-scenario smart terminal collaborative solutions around the Apple ecosystem [2] - The trend of integration between consumer electronics and home appliances provides new business extension opportunities for the company [2] Group 3 - Company Z focuses on the development and manufacturing of automated testing equipment, covering performance testing for core components like Apple chips and camera modules [3] - The company's equipment has achieved industry-leading precision and stability, enabling rapid response to Apple's new product testing needs [3] - The company is actively expanding into the semiconductor testing equipment field to break through the limitations of the single consumer electronics market [3] Group 4 - Company A specializes in precision screen printing equipment, providing production equipment for circuit board printing and component packaging for Apple [4] - The company's equipment meets Apple's stringent manufacturing requirements in terms of precision, efficiency, and stability [4] - As the Apple supply chain upgrades to high-end manufacturing, the company is expected to benefit from equipment renewal demands [4] Group 5 - Company B provides high-performance copper foil materials for Apple's circuit boards and battery current collectors, leveraging a complete copper processing industry chain [5] - The company is increasing R&D investment in ultra-thin copper foil to meet Apple's material upgrade needs amid the trend of lightweight consumer electronics [5] - The growing demand for copper foil in the electric vehicle sector also brings new revenue growth for the company [5] Group 6 - Company C is a long-standing supplier in Apple's supply chain, focusing on diodes and other semiconductor discrete devices widely used in Apple's power management and signal transmission modules [6] - The company is expanding its automotive-grade device business to enhance its risk resistance amid industry cycle fluctuations [6] - Investment in the R&D of third-generation semiconductor devices is expected to open up long-term growth opportunities for the company [6] Group 7 - Company D specializes in functional structural components for consumer electronics, providing battery protection boards and heat dissipation modules for Apple [7] - The company's products meet Apple's design requirements for lightweight and integrated solutions through precision stamping and injection molding technology [7] - The company is positioning itself in the wearable devices and smart home sectors to seize growth opportunities in niche markets [7] Group 8 - Company E provides high-performance aluminum alloy materials for Apple's terminal devices, achieving industry-leading strength and lightweight standards [9] - The company continuously optimizes product competitiveness through technological iterations to meet Apple's increasing material performance requirements [9] - The demand for aluminum alloy materials in the electric vehicle sector also presents new growth opportunities for the company [9] Group 9 - Company F focuses on magnesium alloy materials, providing lightweight structural solutions for Apple [10] - The company leverages its R&D and large-scale production capabilities in magnesium alloys to gain more market share in Apple's supply chain [10] - The company is also accelerating its layout in the electric vehicle sector for magnesium alloy applications, creating a second growth curve [10] Group 10 - Company G, as a core authorized distributor for Apple, utilizes a nationwide offline channel network for the distribution and retail of Apple products [11] - The company is promoting a new retail model that integrates online and offline channels to enhance user experience and operational efficiency [11] - Its deep cooperative relationship with Apple serves as a core barrier in the competitive landscape [11] Group 11 - Company H provides chip packaging and testing services for Apple, covering core components like RF chips and storage chips [12] - The company maintains a significant position in Apple's supply chain due to its advanced packaging technology and large-scale manufacturing capabilities [12] - The company is accelerating its layout in automotive-grade chip packaging to adapt to industry structural changes [12] Group 12 - Company I participates in Apple's supply chain through air logistics services, ensuring efficient and safe delivery of core components globally [13] - The company has a robust air freight network and customized logistics solutions to support Apple's supply chain resilience [13] - The company is also expanding its cross-border e-commerce logistics business to enhance business diversification [13] Group 13 - Company J provides brand marketing services for Apple, focusing on offline event planning and content dissemination [14] - The company leverages its marketing experience and creativity to effectively communicate Apple's brand value [14] - The trend of content and scenario-based marketing in consumer electronics allows the company to create immersive marketing experiences for Apple [14] Group 14 - Company K offers communication network optimization services for Apple, ensuring stable network operations for Apple stores and data centers [15] - The company can quickly respond to Apple's network needs, supporting user experience upgrades [15] - The company is enhancing its service capabilities through technological upgrades in the context of 5G and IoT technology proliferation [15] Group 15 - Company L provides acoustic components for Apple, primarily used in audio output modules for devices like iPhones and headphones [16] - The company continuously optimizes its acoustic solutions through R&D investments to enhance product value [16] - The company is expanding into smart speakers and automotive acoustic businesses to unlock new growth opportunities [16] Group 16 - Company M specializes in precision metal structural components for Apple, providing essential parts like frames and brackets [18] - The company achieves industry-leading precision and consistency through advanced processing technology and large-scale manufacturing capabilities [18] - The company is also expanding into the electric vehicle structural component business to mitigate fluctuations in the consumer electronics cycle [18] Group 17 - Company N provides market research and data analysis services to support Apple's decision-making, focusing on user behavior research and product experience optimization [19] - The company utilizes a professional research team and big data technology to provide precise market insights for Apple [19] - In the context of intensified competition in the consumer electronics market, the company helps Apple enhance user stickiness and market share through in-depth data analysis [19] Group 18 - Company O supplies acoustic terminal products like headphones to Apple, meeting the ecological standards for sound quality and wearing experience [20] - The company continuously optimizes product performance through technological upgrades to expand application scenarios within Apple's ecosystem [20] - The company is also developing acoustic solutions for smart wearable devices to create long-term growth momentum [20] Group 19 - Company P provides deep processing glass technology for Apple, supplying display and structural glass for terminal devices [21] - The company's products achieve industry-leading strength and optical performance, aligning with Apple's requirements for product appearance and durability [21] - The trend of upgrading consumer electronics glass to larger sizes and higher transparency drives the company to continuously enhance its competitiveness [21] Group 20 - Company Q offers vacuum coating equipment for Apple, primarily used for surface treatment of screens and structural components [22] - The company's equipment meets Apple's manufacturing needs in terms of coating precision and stability [22] - The company helps Apple achieve differentiated competition through equipment technology iterations amid trends of upgrading appearance and performance in consumer electronics [22] Group 21 - Company R provides communication chips and modules for Apple, mainly used in smart home devices for connectivity [23] - The company's products meet Apple's ecological standards in terms of stability and compatibility [23] - The company is also expanding into automotive-grade communication chip business to unlock new growth opportunities [23] Group 22 - Company S specializes in machine vision inspection equipment for Apple, providing solutions for appearance and performance testing of terminal devices [24] - The company's equipment achieves industry-leading precision and efficiency through advanced visual algorithms and optical technology [24] - The company continuously enhances its inspection capabilities through equipment iterations, deeply participating in Apple's quality control system [24] Group 23 - Company T supplies environmentally friendly synthetic leather materials for Apple, used in accessories and smart device exterior components [25] - The company's products meet Apple's design requirements in terms of environmental friendliness and texture [25] - The trend of green and low-carbon transformation in consumer electronics drives the company to continuously optimize product performance through material innovation [25] Group 24 - Company U provides offline home furnishing showrooms for Apple, showcasing and selling smart home products [26] - The company helps Apple reach a broader family user base through its nationwide channel network [26] - The acceleration of the smart home ecosystem's implementation allows the company to enhance market penetration for Apple's smart home products [26] Group 25 - Company V offers supply chain logistics services for Apple, primarily handling warehousing and distribution of components [27] - The company ensures efficient operation of Apple's supply chain through intelligent logistics systems and customized solutions [27] - The company enhances logistics resilience to help Apple cope with uncertainties amid global supply chain restructuring [27] Group 26 - Company W provides display testing equipment for Apple, focusing on performance and defect detection of terminal screens [28] - The company's equipment meets Apple's high standards in precision and stability through advanced testing technology and algorithm capabilities [28] - The company continuously enhances its testing capabilities through equipment iterations, deeply participating in Apple's product quality control [28] Group 27 - Company X provides semiconductor packaging and module manufacturing services for Apple, covering core components like RF chips and power management chips [29] - The company maintains a significant position in Apple's supply chain due to its advanced manufacturing technology and large-scale capacity [29] - The company is accelerating its layout in automotive-grade chip business to adapt to industry structural changes [29] Group 28 - Company Y provides automated assembly equipment for Apple, primarily used in the precision assembly of terminal devices [30] - The company's equipment meets Apple's manufacturing needs in terms of efficiency and stability through advanced automation technology [30] - The company continuously enhances its assembly capabilities through equipment iterations, deeply participating in Apple's production system [30] Group 29 - Company Z provides functional testing fixtures and automation equipment for Apple, focusing on performance testing and validation of terminal devices [31] - The company's products meet Apple's high standards in precision and reliability through a professional R&D team and manufacturing capabilities [31] - The company supports Apple's efficient product launches by quickly responding to customer needs amid the accelerated pace of consumer electronics iteration [31] Group 30 - Company A provides precision functional structural components for Apple, primarily used in internal components of devices like iPhones and iPads [32] - The company's products meet Apple's design requirements in terms of stability and integration through mature manufacturing processes and quality control [32] - The company is also expanding into the electric vehicle structural component business to unlock new growth opportunities [32] Group 31 - Company B supplies rare earth permanent magnet materials for Apple, used in components like vibration motors and sensors [33] - The company's materials meet Apple's technical requirements in terms of magnetic performance and stability through advanced rare earth processing technology [33] - The trend of intelligent upgrades in consumer electronics drives the company to continuously optimize product performance through material innovation [33] Group 32 - Company C provides quartz crystal components for Apple, primarily used in clock and frequency control modules of terminal devices [34] - The company's products meet Apple's high standards in precision and stability through mature crystal manufacturing technology [34] - The trend of high-frequency and high-speed upgrades in consumer electronics drives the company to continuously optimize product performance [34] Group 33 - Company D provides display touch modules for Apple, primarily used in screen components of iPhones and iPads [35] - The company's products meet Apple's ecological standards in terms of touch sensitivity and display quality through advanced display technology and manufacturing capabilities [35] - The trend of flexible and high-refresh-rate upgrades in display technology drives the company to continuously enhance module performance [35] Group 34 - Company E, as a core strategic supplier for Apple, specializes in precision connectors and modules widely used in devices like iPhones and headphones [37] - The company occupies a core position in Apple's supply chain due to its full industry chain layout and large-scale manufacturing capabilities [37] - The company is accelerating its layout in automotive electronics to create a long-term growth engine [37] Group 35 - Company F provides rare earth permanent magnet materials for Apple, used in components like motors and sensors [38] - The company's materials meet Apple's high standards in terms of performance and consistency through advanced rare earth permanent magnet technology [38] - The trend of intelligent upgrades in consumer electronics drives the company to continuously optimize product performance and deepen its integration into Apple's supply chain [38] Group 36 - Company G provides display solutions for Apple, primarily used in brand display and interactive experience scenarios in Apple stores [39] - The company leverages advanced display technology and creativity to create immersive brand communication scenarios for Apple [39] - The trend of scenario-based marketing in consumer electronics allows the company to continuously enhance its service capabilities and strengthen its partnership with Apple [39] Group 37 - Company H provides functional film materials and automation equipment for Apple, primarily used in screen protection and assembly processes [40] - The company's products meet Apple's design requirements in terms of protection performance and fitting precision through advanced film material R&D and manufacturing capabilities [40] - The trend of lightweight upgrades in consumer electronics drives the company to continuously optimize product performance and deepen its integration into Apple's supply chain [40]
博硕科技:截至2025年12月31日股东人数为15045户
Zheng Quan Ri Bao Wang· 2026-01-05 13:44
证券日报网讯1月5日,博硕科技(300951)在互动平台回答投资者提问时表示,截至2025年12月31日, 公司股东人数为15045户。 ...
博硕科技:公司努力提升经营业绩,不断提升公司的投资价值
Zheng Quan Ri Bao Wang· 2026-01-05 13:32
证券日报网讯1月5日,博硕科技(300951)在互动平台回答投资者提问时表示,公司业务情况请关注公 司发布的定期报告,公司相信企业经营管理是市值管理工作的核心,公司会在努力提升经营业绩的同时 积极运用多种市值管理工具,不断提升公司的投资价值。 ...
博硕科技:控股子公司江西蓝海芯新材料有限公司主要聚焦光学及功能性材料的研发、生产及销售
Zheng Quan Ri Bao Wang· 2026-01-05 11:52
Group 1 - The core viewpoint of the article is that Boshuo Technology (300951) has confirmed that its subsidiary, Jiangxi Blue Ocean Chip New Materials Co., Ltd., is actively engaged in the research, production, and sales of optical and functional materials, and is currently operating normally [1] Group 2 - The company encourages investors to pay attention to its periodic reports for more detailed business information [1]
博硕科技:公司暂未涉及人形机器人业务
Mei Ri Jing Ji Xin Wen· 2026-01-05 08:30
(文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:公司有进入人形机器人领域的想法吗?有没有相应产 品、技术研发? 博硕科技(300951.SZ)1月5日在投资者互动平台表示,公司暂未涉及人形机器人业务,公司会持续关 注相关领域的发展趋势和市场机会,不断提升核心竞争力。 ...
12月8日增减持汇总:西藏药业等3股增持 药明康德等11股减持(表)
Xin Lang Zheng Quan· 2025-12-18 14:01
Core Viewpoint - On December 18, several A-share listed companies disclosed their shareholding changes, with notable increases in holdings from some companies and reductions from others [1]. Group 1: Shareholding Increases - Dazhong Mining's director and general manager Lin Pushi plans to increase his shareholding by no less than 15.08 million shares [2]. - Sichuan Road and Bridge received a stake increase from Zhongyou Insurance, raising its holding to 5% [2]. - Tibet Pharmaceutical intends to repurchase shares worth between 170 million to 200 million yuan for equity incentives or employee stock ownership plans [2]. Group 2: Shareholding Reductions - Lidasin's fifth-largest shareholder reduced their stake by 1.56% between December 10 and December 17 [2]. - WuXi AppTec's 18 shareholders collectively reduced their holdings by 29.5 million shares from November 26 to December 17 [2]. - Feilong Co.'s controlling shareholder recently reduced their total shareholding by 0.59% [2]. - Ruichen Environmental's shareholder plans to reduce their stake by no more than 3% [2]. - Lihuk Co.'s shareholder Wang Xiaojun and his concerted actors plan to reduce their holdings by up to 2.98% [2]. - Yidong Electronics' third and fifth largest shareholders recently reduced their holdings by 2.3463 million shares [2]. - Junshi Biosciences' Shanghai Tanying plans to reduce its stake by no more than 2% [2]. - Huahai Chengke's shareholder intends to reduce their stake by no more than 1% [2]. - Boshuo Technology's director Yang Chuanqi and executive Zhou Dan plan to reduce their holdings by no more than 0.011% [2]. - Allianz Vision's chairman Xu Jin plans to reduce his stake by no more than 0.96% [2]. - Dazhong Mining's major shareholders, including the chairman and senior management, plan to reduce their holdings [2].
A股公告精选 | 中微公司(688012.SH):筹划购买杭州众硅控股权 股票停牌
智通财经网· 2025-12-18 12:23
Group 1 - Zhongwei Company plans to acquire controlling stake in Hangzhou Zhonggui through share issuance, with stock suspension starting December 19, 2025, for up to 10 trading days [1] - Qibin Group's subsidiary plans to establish Shenzhen Qibin New Energy Technology Co., with a registered capital of 600 million yuan to enhance photovoltaic glass supply chain efficiency [2] - Boying Special Welding's HRSG equipment is primarily matched with heavy gas turbines, with a production cycle of about 6 months, responding to increased demand in the U.S. market [3] Group 2 - Hongda Electronics' associate Jiangsu Zhanxin's application for IPO on the ChiNext has been accepted, with Hongda holding 13.79% of shares prior to the offering [5] - Yinxing Energy plans to acquire 50% stake in Tianjing Shenzhou for 20.15275 million yuan, which will enhance its renewable energy capacity [6] - Nandu Power's controlling shareholder has terminated plans for a change in control, leading to stock resumption on December 19, 2025 [7] Group 3 - Xibu Mining's subsidiary has obtained a mining license for iron resources, supporting sustainable development in the iron resource sector [9] - Shandong Expressway plans to provision for a long-term equity investment impairment of approximately 690 million yuan related to Dongxing Securities [10] - Tianfeng Securities has signed a supplementary agreement to extend the term of a 4 billion yuan subordinated debt by one year, with an adjusted interest rate of 4% [11] Group 4 - Shandong Zhanggu has received an administrative regulatory decision from the Shandong Securities Regulatory Commission for various compliance issues [12] - Nanjing Pharmaceutical plans to invest 120 million yuan to establish a medical device investment company, focusing on acquiring a stake in Ningbo Jiangfeng [13] - Hailianxun has received approval from the CSRC for a share swap merger with Hangzhou Steam Turbine, proceeding with related transactions [14] Group 5 - Luyuan Pharmaceutical reports normal operations with no significant changes in the internal and external business environment [15] - Nanhua Futures has set the H-share public offering price at 12 HKD per share, with expected listing on December 22, 2025 [17] - Visionox plans to invest 3.918 billion yuan in the second phase of the Hefei Guoxian AMOLED production line project, increasing its stake to 37.73% [18] Group 6 - Sichuan Road and Bridge has been acquired by Zhong Postal Insurance, reaching a 5% stake [19] - Boshuo Technology's directors plan to reduce their holdings by up to 18,300 shares [20] - O-film's controlling shareholder transferred 67.7048 million shares to settle debts, maintaining control with a 5.78% stake post-transfer [21] Group 7 - Junshi Biosciences' shareholder plans to reduce holdings by up to 2% through block trading [22] - Lihu Co. plans to reduce holdings by up to 2.98% through various trading methods [23] - Ruichen Environmental plans to reduce holdings by up to 3% through trading [25] Group 8 - Zhongfutong received a winning bid notification for a project worth approximately 411 million yuan [29] - Shikong Technology won a 141 million yuan project for smart cultural tourism integration [30] - Ningbo Construction's subsidiary won a 747 million yuan engineering project [31]
博硕科技(300951.SZ):董事、高级管理人员拟减持股份
Ge Long Hui A P P· 2025-12-18 11:24
2、持有公司股份34,060股(占公司总股本比例0.02%)的高级管理人员周丹女士计划自本公告披露之日 起15个交易日之后的3个月内以集中竞价方式减持公司股份不超过8,500股(占公司总股本比例 0.005%)。 格隆汇12月18日丨博硕科技(300951.SZ)公布,1、持有公司股份39,360股(占公司总股本比例0.02%)的 董事杨传奇先生计划自本公告披露之日起15个交易日之后的3个月内以集中竞价方式减持公司股份不超 过9,800股(占公司总股本比例0.006%); ...
博硕科技:董事杨传奇拟减持不超过9800股,财务总监周丹拟减持不超过8500股
Mei Ri Jing Ji Xin Wen· 2025-12-18 11:22
(记者 王晓波) 每经AI快讯,博硕科技(SZ 300951,收盘价:33.7元)12月18日晚间发布公告称,公司近日分别收到 公司董事杨传奇先生及财务总监周丹女士出具的《股份减持计划告知函》。杨传奇先生计划自本公告披 露之日起15个交易日之后的3个月内以集中竞价方式减持公司股份不超过9800股(占公司总股本比例为 0.006%)。周丹女士计划自本公告披露之日起15个交易日之后的3个月内以集中竞价方式减持公司股份 不超过8500股(占公司总股本比例为0.005%)。 2024年1至12月份,博硕科技的营业收入构成为:制造业占比100.0%。 截至发稿,博硕科技市值为57亿元。 每经头条(nbdtoutiao)——海南封关政策红利全解析:零关税、低个税、投资准入放宽、跨境资金自 由、创业扶持…… ...
博硕科技:部分董事、高管拟合计减持不超1.83万股公司股份
人民财讯12月18日电,博硕科技(300951)12月18日公告,公司董事杨传奇及公司高级管理人员周丹计 划以集中竞价方式减持公司股份不超过1.83万股(占公司总股本比例0.011%)。 ...