本文源自：市场资讯 作者：公告君 有投资者在互动平台向金百泽提问："公司在北美有客户吗？贸然开展北美业务，会不会消耗很大的流 动资金？为何不先做大做强国内市场？" 针对上述提问，金百泽回应称："尊敬的投资者，您好！公司在北美已拥有长期且稳定合作客户，公司 的集成电子电路设计与制造服务解决方案也有应用于北美市场；2025年半年度，海外收入较上年同期增 长33.30%。国内市场始终是公司的根基与核心，我们将在继续巩固提升国内竞争力的基础上，公司将 综合评估业务及战略结构、订单及回款周期、产能规划及电子电路、电子信息产业链发展趋势、制造服 务市场前景，稳步拓展海外优质客户，落实北美等地科创企业研发配套需求，实现科创服务本地化，持 续助力客户提供电子电路相关领域解决方案，增强公司整体业务实力。感谢您对公司的关注！" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

Group 1 - The company, Jinbai Ze, stated on November 26 that it possesses high-reliability PCB and electronic assembly capabilities [2] - The products offered by the company can serve the aerospace sector [2]

Core Viewpoint - The company has established technical expertise in high-frequency and high-speed boards, packaging substrates, and high-layer multilayer boards, and is preparing for the 6G era with hardware and manufacturing process development [1] Group 1: Technical Capabilities - The company has accumulated technology in high-frequency and high-speed boards, packaging substrates, and high-layer multilayer boards [1] - The company has already served clients in the 5G communication equipment sector [1] Group 2: Future Development - The company plans to leverage its IPDM (Integrated Product Development and Manufacturing) capabilities to provide one-stop IPDM solutions for various scenarios in the high-speed interconnect communication field [1]

Market Overview - The market exhibited a fragmented low-volume trading pattern, with the Shanghai Composite Index slightly down by 0.15%, while the Shenzhen Component and ChiNext Index rose by 1.02% and 2.14% respectively. Approximately 3,600 stocks declined against over 1,600 that rose, with total trading volume reaching 1.7 trillion [1][3]. AI Hardware Sector - The AI hardware sector saw significant gains, with OCS continuing to strengthen and the CPO sector experiencing a collective rise. Key stocks such as Special Information and Zhongji Xuchuang hit new highs, while others like Saimicroelectronics and Yuxi Technology also saw substantial increases [4][6][7]. Consumer Sector - The consumer sector experienced a resurgence in the afternoon following the release of a plan by six departments aimed at enhancing the adaptability of consumer goods supply and demand. This plan anticipates the formation of three trillion-level consumption areas and ten billion-level consumption hotspots by 2027. Retail stocks like Dongbai Group and Sanjiang Shopping surged, with several stocks hitting the daily limit [9][10]. Shenzhen Local Stocks - Following the announcement of a financial support plan for enterprises in Guangdong, Shenzhen local stocks initially showed little reaction but later surged in the afternoon, led by stocks like Teli A and Shenhua A. The rally was partly driven by news regarding Vanke's debt situation and restructuring plans, which sparked interest in related local stocks [12][14][15][17]. Reader Culture - Reader Culture experienced a sudden surge of over 7% in the afternoon, closing with a 5.1% increase. The rise was attributed to heightened media attention surrounding figures like Luo Yonghao, suggesting that market movements may be influenced by social media trends rather than fundamental factors [20].

Core Viewpoint - The company, Jinbaize (301041.SZ), confirmed that it does not have direct business cooperation with Foxconn Group, but has established a joint venture with its subsidiary, Industrial Fulian, to create a holding subsidiary named Hangzhou Baifu Internet of Things Technology Co., Ltd. [1] Group 1 - The company holds a 70% stake in the joint venture [1] - The main business focus of the joint venture is on integrated product manufacturing (IPM) and the development of sci-tech service businesses [1]

Core Viewpoint - DJI has been a significant client for the company, which specializes in high-reliability printed circuit boards (PCBs) and integrated product design and manufacturing (IPDM) for the low-altitude economy sector [1] Group 1 - The company provides PCB and electronic assembly services for low-altitude applications and related projects, leveraging its comprehensive advantages in the industry [1] - Products are widely used in core electronic modules such as flight control systems, power management modules, and sensors and communication devices, meeting the technical requirements for drone lightweighting, high stability, and anti-interference [1] - The company plans to continue focusing on the drone and low-altitude economy sectors, offering advanced processes, higher reliability, and faster delivery capabilities for small-batch manufacturing and engineering services [1]

Group 1 - The company, Jinbaize, stated on November 26 that there is currently no direct business cooperation with Foxconn Group [1] - Jinbaize has established a joint venture, Hangzhou Baifu Internet of Things Technology Co., Ltd., with Hon Hai Precision Industry Co., Ltd. (Foxconn's subsidiary), where Jinbaize holds a 70% stake [1] - The main business of the joint venture focuses on integrated product manufacturing (IPM) and the development of science and technology services [1]

Core Viewpoint - The company, Jinbaize (301041.SZ), has confirmed that its products can be applied in the commercial aerospace sector, highlighting its capabilities in high-reliability PCB and electronic assembly [1] Group 1 - The company possesses high-reliability PCB and electronic assembly capabilities [1] - The products of the company are suitable for the aerospace field [1]

Core Viewpoint - The company, Jinbaize (301041.SZ), has clarified that it does not have direct business cooperation with Foxconn Group, but has established a joint venture with its subsidiary, Industrial Fulian, to create a holding subsidiary named Hangzhou Baifu Internet of Things Technology Co., Ltd. [1] Group 1 - The company holds a 70% stake in the newly formed joint venture [1] - The main business focus of the joint venture is on integrated product manufacturing (IPM) and the development of science and technology services [1]

Core Viewpoint - The company, Jinbai Ze (301041.SZ), emphasizes its strong relationship with DJI as a key customer and its capabilities in providing PCB and IPDM services for the low-altitude economy sector [1] Group 1: Company Overview - Jinbai Ze has established itself as a significant player in the high-reliability PCB and integrated product design and manufacturing sectors [1] - The company’s products are widely used in critical electronic modules such as flight control systems, power management modules, and sensors and communication devices [1] Group 2: Future Outlook - The company plans to continue focusing on the drone and low-altitude economy sectors, aiming to provide advanced processes, higher reliability, and faster delivery capabilities for small-batch manufacturing and engineering services [1] - Jinbai Ze aims to support hardware innovation and industrial upgrades within the low-altitude economy industry [1]