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、误导性陈述或者重大遗漏。 为进一步加强与投资者的互动交流，东莞市达瑞电子股份有限公司（以下简 称"公司"）将参加由广东证监局、广东上市公司协会与深圳市全景网络有限公 司联合举办的"向新提质 价值领航——2025 年广东辖区投资者集体接待日暨辖 区上市公司中报业绩说明会"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参 与本次互动交流，活动时间为 2025 年 9 月 19 日（周五）15:30-17:00。届时公司 高管将在线就 2025 年半年度业绩、公司治理、发展战略、经营状况等投资者关 心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与。 特此公告。 证券代码：300976 证券简称：达瑞电子 公告编号：2025-074 东莞市达瑞电子股份有限公司 关于参加 2025 年广东辖区投资者集体接待日 暨辖区上市公司中报业绩说明会的公告 东莞市达瑞电子股份有限公司董事会 2025 年 9 月 1 ...

Group 1 - The core viewpoint of the news is that Darui Electronics has experienced a decline in stock price, with a cumulative drop of 7.5% over three consecutive days, currently trading at 60.43 CNY per share and a total market capitalization of 8.044 billion CNY [1] - Darui Electronics, established on September 16, 2003, specializes in the research, production, and sales of electronic functional and structural devices, as well as related 3C intelligent assembly automation equipment [1] - The revenue composition of Darui Electronics includes 41.64% from new energy structural and functional components, 30.73% from electronic structural devices, 25.68% from consumer electronic functional devices, 1.05% from 3C intelligent assembly automation equipment, and 0.91% from other sources [1] Group 2 - Jin Xin Fund has a significant holding in Darui Electronics, with its Jin Xin Minchang Mixed A Fund increasing its stake by 17,800 shares in the second quarter, now holding 62,400 shares, which represents 4.26% of the fund's net value [2] - The fund has incurred a floating loss of approximately 59,300 CNY today and a total floating loss of 305,700 CNY during the three-day decline [2] - Jin Xin Minchang Mixed A Fund has a total scale of 36.4716 million CNY and has achieved a year-to-date return of 30.4%, ranking 2112 out of 8180 in its category [2]

Core Viewpoint - Darui Electronics (300976.SZ) announced a share buyback program, indicating a commitment to returning value to shareholders through repurchasing shares [1] Summary by Categories Share Buyback Details - As of August 31, 2025, the company has repurchased a total of 166,580 shares, which represents 0.13% of the total share capital [1] - The highest transaction price during the buyback was 60.00 CNY per share, while the lowest was 59.74 CNY per share [1] - The total amount spent on the buyback reached 9.9894 million CNY, excluding transaction fees [1]

证券代码：300976 证券简称：达瑞电子 公告编号：2025-073 东莞市达瑞电子股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或者重大遗漏。 东莞市达瑞电子股份有限公司（以下简称"公司"）于 2025 年 4 月 7 日召 开第三届董事会第二十次会议，审议通过了《关于回购公司股份方案的议案》， 同意公司使用自有资金以集中竞价交易方式回购公司部分股份，在未来合适的时 机用于股权激励计划或员工持股计划。本次用于回购的资金总额不低于人民币 3,000 万元（含本数，币种下同）且不超过 5,000 万元（含本数），回购价格上 限为 74.30 元/股（含本数，调整后），回购股份的实施期限为自董事会审议通过 本次回购方案之日起 12 个月内。具体内容详见公司于 2025 年 4 月 8 日、2025 年 5 月 29 日在巨潮资讯网（www.cninfo.com.cn）披露的《关于回购公司股份方 案的公告》《关于调整回购股份价格上限的公告》等文件。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份 ...

证券代码：300976 证券简称：达瑞电子 公告编号：2025-072 东莞市达瑞电子股份有限公司 关于全资子公司参与投资基金份额的进展公告 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、误导性陈述或者重大遗漏。 一、对外投资概述 东莞市达瑞电子股份有限公司（以下简称"公司"）全资子公司深圳市瑞创 未来投资有限公司（以下简称"瑞创未来"）于 2025 年 8 月 14 日签署了《深圳 卓源达瑞人工智能创业投资合伙企业（有限合伙）之合伙协议》（以下简称"《合 伙协议》"），参与投资深圳卓源达瑞人工智能创业投资合伙企业（有限合伙）（以 下简称"合伙企业"或"基金"）基金份额。根据《合伙协议》，合伙企业认缴出 资总额为人民币 8,701 万元（币种下同），其中瑞创未来作为有限合伙人以自有 资金认缴出资 4,200 万元入伙，占合伙企业认缴出资总额的 48.27031%。具体内 容详见公司刊登于巨潮资讯网（www.cninfo.com.cn）的《关于全资子公司参与参 与投资基金份额的公告》（公告编号：2025-070）。 二、进展情况 近日，公司收到通知，基金已在中国证券投资基金业协会完成 ...

Group 1 - The core viewpoint of the news is that Darui Electronics has shown significant trading activity and financial performance, with a notable increase in financing and stockholder engagement [1][2][3] - On August 26, Darui Electronics' stock rose by 4.77%, with a trading volume of 458 million yuan and a net financing purchase of 26.91 million yuan, indicating strong investor interest [1] - As of August 26, the total financing and securities balance for Darui Electronics reached 301 million yuan, accounting for 3.46% of its market capitalization, which is above the 90th percentile of the past year [1] Group 2 - For the first half of 2025, Darui Electronics reported a revenue of 1.405 billion yuan, representing a year-on-year growth of 28.04%, and a net profit attributable to shareholders of 132 million yuan, up 25.32% year-on-year [2] - The company has distributed a total of 366 million yuan in dividends since its A-share listing, with 201 million yuan distributed over the past three years [3] - As of June 30, 2025, the number of shareholders for Darui Electronics increased by 3.49% to 15,200, with an average of 5,618 circulating shares per shareholder, reflecting increased retail investor participation [2]

Core Viewpoint - Darui Electronics (300976) reported strong performance in H1 2025, with revenue and net profit growth aligning with expectations, showcasing robust development resilience [2][3] Financial Performance - In H1 2025, the company achieved revenue of 1.405 billion yuan, a year-on-year increase of 28.04%, and a net profit attributable to shareholders of 132 million yuan, up 25.32% [2] - The consumer electronics segment generated revenue of 807 million yuan, growing 5.91% year-on-year, with structural components performing particularly well at 432 million yuan, a 39.07% increase [2] - The new energy segment saw revenue of 585 million yuan, marking an impressive growth of 81.32%, driven by large-scale orders from key clients and an increase in high-value products [2] Operational Efficiency - The company demonstrated improved operational quality, with sales expenses of 38 million yuan (sales expense ratio of 2.70%, down 0.85 percentage points), management expenses of 73 million yuan (management expense ratio of 5.20%, down 0.73 percentage points), and R&D expenses of 57 million yuan (R&D expense ratio of 4.06%, down 0.05 percentage points) [2] - Financial expenses showed a slight increase due to exchange rate fluctuations and reduced returns from fund management [2] Strategic Development - The company maintains a strong "big client strategy," positioning itself as a core supplier in the AI and new energy sectors [3] - With the deep integration of AI technology, there is a growing demand for lightweight material solutions, prompting the company to develop a lightweight materials technology platform and acquire Vistech, focusing on carbon fiber products [3] - The new energy market continues to grow rapidly, with the company entering the supply chains of leading clients in battery, vehicle manufacturing, and energy storage systems, enhancing revenue through economies of scale and improved profitability [3] Profit Forecast - The company is projected to achieve revenues of 3.599 billion, 4.653 billion, and 5.573 billion yuan for 2025-2027, with net profits of 322 million, 414 million, and 504 million yuan, corresponding to P/E ratios of 26.17, 20.37, and 16.73 respectively [4]

Group 1 - The core viewpoint of the report is that Pacific Securities has given a "buy" rating for Darui Electronics (300976.SZ) based on several positive factors [2] - The consumer electronics business remains stable, while the new energy sector shows growth in volume, price, and profit [2] - The operational quality of the company continues to improve, with significant results in cost control and efficiency enhancement [2] - The downstream market maintains a favorable outlook, and the "major customer strategy" demonstrates strong resilience [2]

Core Viewpoint - The article provides a comprehensive overview of recent developments in various investment funds across China, highlighting government initiatives and private sector participation in funding technology and innovation sectors. Government-Backed Funds - Henan Province plans to establish an artificial intelligence industry fund with policies supporting R&D and providing financial incentives for outstanding enterprises [7][8] - Xiangyang has registered its first seed fund to support high-tech talent and innovation projects, with a total scale of 50 million yuan [8] - The East Jiang QFLP fund has been successfully established, marking a significant step in cross-border investment capabilities in the region [9] - Chengdu is inviting investment institutions to collaborate on a fund aimed at developing the sci-fi and future industries, targeting over 3 billion yuan [9] - The Hunan Province has initiated a 10 billion yuan fund focused on new energy vehicle components, emphasizing local investment [10] Market-Oriented Funds - The Guotiao (Taiyuan) Industrial Investment Fund has been established with a total scale of 5 billion yuan, focusing on upgrading existing projects and introducing new ones [17] - The Luoyang Dongzheng New Creation Fund has been set up with a scale of 60 million yuan, targeting high-end manufacturing and AI sectors [17] - The Yunnan Dianzhong New Area Industry Guidance Fund has been launched with a scale of 5 billion yuan, focusing on equity investments in growing companies [13] - The Fujian New Area Smart Transportation Fund aims to raise 2 billion yuan, focusing on smart transportation and related sectors [14] Corporate Participation in Funds - Greebo plans to invest 300 million yuan in the Greebo Industry Investment Fund, focusing on AI and related technologies [19] - Hengji Daxin intends to invest up to 200 million yuan in the Hangzhou Guokai Venture Capital Fund, targeting strategic emerging industries [20] - Huaren Shuanghe plans to invest up to 87 million yuan in a biopharmaceutical fund, aiming to enhance its strategic layout in synthetic biology [21] - Platinum New Materials intends to invest 80 million yuan in the Wuxi Paipu Spring Fund, focusing on advanced manufacturing and AI [22]

Core Insights - The company reported a revenue of 1.405 billion yuan for the first half of 2025, marking a year-on-year increase of 28.04%, with a net profit attributable to shareholders of 132 million yuan, up 25.32%, indicating strong growth driven by both consumer electronics and new energy sectors [2][3] Consumer Electronics Business - The consumer electronics segment generated revenue of 807 million yuan, reflecting a year-on-year growth of 5.91%, with structural components particularly strong, achieving 432 million yuan in revenue, a significant increase of 39.07% [2] - The company is enhancing its major client strategy to increase project share with core customers and is actively expanding the application of fiberglass composite materials in new scenarios such as tablet computers and mobile phone battery covers [2] - To capitalize on the surge in demand for edge AI hardware, the company strategically acquired carbon fiber firm Wistad to accelerate the development of a comprehensive "fiberglass-carbon fiber" solution, aiming to become a provider of lightweight material solutions for edge AI [2] New Energy Business - The new energy segment emerged as a key growth driver, achieving revenue of 585 million yuan, a substantial year-on-year increase of 81.32% [3] - Since its strategic entry into the new energy sector in 2022, the company has successfully integrated into the supply chains of leading clients in power batteries, vehicle manufacturing, and energy storage systems [3] - The company is upgrading its product structure from basic components to high-value products, expanding application scenarios from battery systems to core components like electric drives and vehicle lights [3] - By transferring precision manufacturing capabilities from the consumer electronics sector to the new energy business, the company aims to enhance cost efficiency and improve profitability through smart manufacturing upgrades [3] - Additionally, the company announced that its wholly-owned subsidiary, Ruichuang Future, plans to invest 42 million yuan in an AI venture capital fund, representing 48.27% of the fund's total subscription amount, demonstrating its strategic commitment to the AI sector [3]