Group 1 - The foldable screen sector experienced a strong upward movement at the beginning of trading, with Kosen Technology hitting the daily limit up [1] - Hongli Zhihui and Lihexing both saw increases of over 10% [1] - Defu Technology and Dalian Technology also followed with gains [1]

证券代码：301013 证券简称：利和兴 公告编号：2025-060 深圳市利和兴股份有限公司 关于注销部分募集资金专项账户的公告 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。 | 账户名称 | 开户银行 | 银行账号 | 存续状态 | | --- | --- | --- | --- | | 公司 | 北京银行股份有限公司深圳分行 | 20000033948400042099836 | 本次注销 | | 公司 | 中国农业银行股份有限公司深圳 市分行 | 41030200040020885 | 已注销 | | 公司 | 招商银行股份有限公司深圳分行 | 755931296810702 | 已注销 | | 公司 | 中国银行股份有限公司深圳布吉 支行 | 756274864119 | 已注销 | | 公司 | 华夏银行股份有限公司深圳分行 | 10872000000230759 | 已注销 | | 公司 | 上海浦东发展银行股份有限公司 深圳分行 | 79140078801200002681 | 已注销 | | 公司 | 中国建设银行股份有限公司江门 | 44 ...

Core Viewpoint - The company, Lihexing, is gaining significant attention in the market as a long-term partner within the Huawei ecosystem, leveraging its collaborations in emerging fields to drive new growth momentum [1] Group 1: Partnership with Huawei - Lihexing has been a qualified supplier for Huawei since 2013, with over 10 years of collaboration, initially focusing on testing equipment for Huawei's Mate series smartphones, capturing over 10% market share in the smart terminal testing sector [2] - The partnership has expanded beyond mobile devices to include 5G base stations, new energy vehicles, and digital energy, with Lihexing becoming a core manufacturer for Huawei's liquid cooling ultra-fast charging equipment [2] - The company is also involved in Huawei's solar storage supply chain, providing precision components for photovoltaic inverters and energy storage systems, benefiting from the acceleration of new energy infrastructure [2] Group 2: Semiconductor Component Collaboration - In response to the accelerated domestic semiconductor localization, Lihexing has partnered with semiconductor equipment company Xinkailai, entering the high-margin precision components sector and becoming a core supplier [3] - Xinkailai currently has a robust order book, serving leading domestic wafer fabs such as Shenzhen Pengxinwei and SMIC, indicating a phase of explosive growth [3] Group 3: Liquid Cooling Technology and AI Computing - The demand for AI applications is driving a surge in computing power needs, with liquid cooling technology becoming a standard for AI servers [5] - Lihexing has developed an automatic maintenance testing system for liquid cooling servers and has successfully entered Huawei's Ascend server supply chain, addressing high-power cooling challenges [5] - The global liquid cooling market is projected to exceed 100 billion yuan by 2026, quadrupling from 2025, positioning Lihexing to benefit from technological advancements and infrastructure acceleration [5] Group 4: Humanoid Robot Development - Leveraging its expertise in precision machinery, automation, and machine vision, Lihexing is advancing into the humanoid robot sector [6] - The company has developed high-precision transmission testing equipment for robotic joints and is involved in the joint drive development for Huawei's Jimo robot, while also supporting Tesla's humanoid robot supply chain [6] Group 5: Growth Potential - Lihexing's strategy of being a core supplier for Huawei, entering the semiconductor component market, capitalizing on liquid cooling technology, and expanding into humanoid robotics presents a significant growth potential [7] - The company is expected to continue breaking through in multiple high-growth sectors, ushering in a new phase of accelerated growth [7]

名称：利和兴电子元器件（江门）有限公司 1 / 2 证券代码：301013 证券简称：利和兴 公告编号：2025-059 深圳市利和兴股份有限公司 关于孙公司完成工商变更登记并换发营业执照的公告 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、误导性陈述或重大遗漏。 因经营管理的需要，深圳市利和兴股份有限公司孙公司利和兴电子元器件（江门）有 限公司（以下简称"利和兴电子"）变更了注册地址并根据最新经营范围规范表述调整了 经营范围，并对应修改了利和兴电子的公司章程。 一、本次主要变更事项 近日，利和兴电子完成了相关工商变更备案登记手续，并取得了由江门市江海区市场 监督管理局换发的《营业执照》。相关信息如下： | 变更 事项 | 变更前 | 变更后 | | --- | --- | --- | | 住所 | 江门市江海区朝翠路 36 号 1 栋厂房 A 栋-1 层 | 江门市江海区龙湖路 36 号 1 栋厂房自编 A 栋 | | | （信息申报制） | 层 1 | | | 一般项目：电子元器件制造；电子元器件零售； | 一般项目：电子元器件制造；电子元器件零售； | | | 电子元器件批发 ...

Core Insights - The market is highly focused on the localization process of semiconductor equipment, with specific interest in the products and services provided by the company to the new customer, New Kela [1] Group 1 - The company is supplying precision structural components and testing platforms to New Kela's supply chain [1]

Core Viewpoint - Recently, Lihexing (301013) announced that its subsidiaries, Lirong Electronics and Lihehui, have completed the necessary business registration changes and obtained new business licenses from the Jiangmen Market Supervision Administration [1] Group 1 - Lihexing's subsidiaries have successfully completed the relevant industrial and commercial change registration procedures [1] - The new business licenses were issued by the Jiangmen Market Supervision Administration [1]

因经营管理的需要，深圳市利和兴股份有限公司（以下简称"公司"）孙公司利容电 子（江门）有限公司（以下简称"利容电子"）和利和荟商业管理（江门）有限公司（以 下简称"利和荟"）分别变更了注册地址并根据最新经营范围规范表述调整了经营范围， 并对应修改了公司章程。 证券代码：301013 证券简称：利和兴 公告编号：2025-058 深圳市利和兴股份有限公司 关于孙公司完成工商变更登记并换发营业执照的公告 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、误导性陈述或重大遗漏。 一、本次主要变更事项 近日，利容电子及利和荟完成了相关工商变更备案登记手续，并分别取得了由江门市 江海区市场监督管理局换发的《营业执照》。相关信息如下： | 变更 | 变更前 | 变更后 | | --- | --- | --- | | 事项 | | | | 住所 | 江门市江海区朝翠路 36 号 1 栋自编 A 栋 | 江门市江海区龙湖路 36 号 1 栋自编 A 栋 | | | | 一般项目：电子元器件与机电组件设备销售； | | | 一般项目：电子元器件与机电组件设备销售； | 集成电路芯片及产品销售；半导体分立 ...

Market Performance - The specialized equipment sector increased by 3.34% on September 5, with Xinqi Microelectronics leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Key Stocks in Specialized Equipment Sector - Xinqi Microelectronics (688630) closed at 138.57, up 13.85%, with a trading volume of 100,700 shares and a transaction value of 1.31 billion [1] - Zhongjian Technology (002779) closed at 111.95, up 10.00%, with a trading volume of 108,000 shares and a transaction value of 1.17 billion [1] - Tongli Risheng (605286) closed at 42.79, up 10.00%, with a trading volume of 54,800 shares and a transaction value of 229 million [1] - Tianyong Intelligent (603895) closed at 34.21, up 10.00%, with a trading volume of 70,400 shares and a transaction value of 234 million [1] - Other notable stocks include Yizhim (300415) up 9.37% and Degute (300950) up 9.18% [1] Capital Flow Analysis - The specialized equipment sector saw a net inflow of 1.026 billion in main funds, while retail funds experienced a net outflow of 227 million [2][3] - Major stocks like Zhongjian Technology and Yingweike had significant net inflows from main funds, indicating strong institutional interest [3]

Group 1 - The core viewpoint of the article highlights that Lihexing (301013.SZ) values its relationship with New Kailai and is focused on industry cooperation opportunities with its clients [1] Group 2 - The company emphasizes the importance of client relationships and potential collaborations within the industry [1]

Core Points - Lihua Xing announced a change in the registered address of its wholly-owned subsidiary, Lihua Xing Intelligent Equipment (Jiangmen) Co., Ltd, along with an adjustment in its business scope [2] - The company has completed the necessary industrial and commercial change registration procedures and obtained a new business license issued by the Jiangmen Market Supervision Administration [2] Summary by Category - **Company Changes** - Lihua Xing's subsidiary has updated its registered address and business scope [2] - The company has modified its articles of association accordingly [2] - **Regulatory Compliance** - The subsidiary has successfully completed the relevant registration procedures [2] - A new business license has been issued by the local market supervision authority [2]