Group 1 - The core point of the news is that Hangzhou Leze, a professional investment platform established by Kaili Co., Ltd. and Hangzhou Suyuan, has acquired a 4.3119% stake in Deep Ray Technology, making it the fourth largest shareholder after the completion of the transaction [1] - Deep Ray Technology is primarily engaged in the distribution of electronic components and technical support, with significant subsidiaries including Xinlei Electronics and Deep Ray Semiconductor [1] - Xinlei Electronics is a leading distributor of electronic components in China, while Deep Ray Semiconductor focuses on chip design, producing audio codec chips and smart audio-video codec chips [1] Group 2 - Hangzhou Leze aims to leverage Deep Ray Technology's channel and industry chain integration capabilities to enhance its investment portfolio and identify more quality investment opportunities [2] - The investment is expected to provide multi-dimensional support for partners in sectors such as electronic components, optical communication, and semiconductors, helping to overcome business growth bottlenecks and explore new profit growth points [2]

泉果旭源三年持有期混合A（016709）成立日期2022年10月18日，最新规模163.29亿。今年以来收益 2.1%，同类排名5861/8825；近一年收益55.02%，同类排名1553/8084；成立以来收益12.14%。 泉果旭源三年持有期混合A（016709）基金经理为赵诣。 截至发稿，赵诣累计任职时间8年296天，现任基金资产总规模190.69亿元，任职期间最佳基金回报 329.41%， 任职期间最差基金回报5.5%。 1月8日，开勒股份跌5.16%，截至发稿，报63.00元/股，成交4.13亿元，换手率10.56%，总市值56.84亿 元。 资料显示，开勒环境科技(上海)股份有限公司位于上海市松江区卖新公路1588号，成立日期2010年2月8 日，上市日期2021年9月23日，公司主营业务涉及HVLS风扇的研发、生产、销售、安装与相关技术服 务。主营业务收入构成为：HLVS风扇78.05%，储能业务8.59%，售后服务5.96%，分布式光伏电站投资 运营3.21%，控制器PCBA板2.27%，其他1.73%，材料销售0.18%。 从开勒股份十大流通股东角度 数据显示，泉果基金旗下1只基金位居开勒股 ...

Group 1 - The core message of the news is that Kailer Co., Ltd. has strategically acquired a 4.3119% stake in Shenzhen Shenlei Technology Co., Ltd., making it the fourth largest shareholder, marking a significant breakthrough in its semiconductor industry layout [2] - The investment platform Hangzhou Leze, established by Kailer Co. and Hangzhou Suyuan, has a total investment of 120 million yuan, with Kailer contributing 70 million yuan, focusing on high-growth opportunities in the semiconductor industry [2] - Shenlei Technology is controlled by Shenlei Technology Development (Shenzhen) Co., Ltd., with notable shareholders including Qianhai Mother Fund, Tongchuang Weiye Fund, and Intel, specializing in electronic component distribution and integrated circuit application solutions [3] Group 2 - Shenlei Technology has two major subsidiaries: Shenzhen Xinlei Electronics Co., Ltd., a leading electronic component distributor, and Shenzhen Qianhai Shenlei Semiconductor Co., Ltd., focusing on chip design [3][4] - Xinlei Electronics has been recognized as one of the "Top Ten Chinese Brand Distributors" for nine consecutive years, distributing products from major brands like Broadcom and Panasonic, and is known for its strong customer development and technical support capabilities [3] - Shenlei Semiconductor specializes in audio and intelligent audio-video codec chips, with products supplied to well-known clients such as Lenovo, Honor, and Samsung, and is involved in various AI audio-video interaction scenarios [4] Group 3 - The investment by Hangzhou Leze allows Kailer Co. to leverage Shenlei Technology's channel and industry integration capabilities, enhancing its investment landscape and providing multidimensional support in electronic components, optical communication, and semiconductors [4] - This strategic move is expected to help Kailer Co. and Hangzhou Suyuan break through business growth bottlenecks and explore new profit growth points in high-growth sectors [4]

Group 1 - Hangzhou Leze recently acquired 4.3119% of Shenzhen Shenlei Technology Co., Ltd. [1] - Hangzhou Leze was established in December 2025 as a professional investment platform focusing on the semiconductor industry chain [1] - The investment in Shenlei Technology is part of Hangzhou Leze's strategy to target high-growth and high-value sectors such as electronic components and chip design [1] Group 2 - Shenlei Technology is controlled by Shenlei Technology Development (Shenzhen) Co., Ltd. and has notable shareholders including Qianhai Mother Fund and Intel [2] - Shenlei Technology's main business involves the distribution of electronic components and integrated circuit application solutions, with subsidiaries including Shenzhen Xinlei Electronics and Shenzhen Qianhai Shenlei Semiconductor [2] - Shenzhen Xinlei Electronics has been recognized as a leading distributor of electronic components in China for nine consecutive years [2] Group 3 - Shenlei Semiconductor focuses on chip design, with products including audio and intelligent audio-video codec chips used by major clients like Lenovo and Samsung [3] - The investment by Hangzhou Leze is expected to enhance resource integration and collaboration, providing strategic benefits to its partners [3] - The partnership aims to break through business growth bottlenecks and explore new profit growth points in the electronic components and semiconductor sectors [3]

Major Announcements - Daye Co., Ltd. states that its robotic tendon products are not yet in mass production and have not generated substantial revenue [9] - Shandong Road and Bridge's subsidiary won a construction project for the Yiyuan to Zoucheng expressway with a total bid price of approximately 94.02 billion yuan [14][15] - ST Chang Pharmaceutical's stock will be subject to a delisting risk warning starting December 29, 2025, due to negative net assets and false reporting in annual reports from 2021 to 2023 [8] Company Specific Updates - Yongding Co., Ltd. clarifies that it does not directly manufacture controllable nuclear fusion devices but provides materials for the winding of magnetic coils; its revenue from related activities is less than 1% of total revenue and is currently unprofitable [1] - Reascend Technology reports that it has no current orders for high-silicon oxide fiber products, and future order acquisition is highly uncertain; revenue from aerospace-related products is only about 0.5% of total revenue [2] - China Duty Free Group's subsidiary won a bid for the Beijing Capital International Airport duty-free project with a guaranteed operating fee of 480 million yuan for the first year [3] - XWANDA's subsidiary is involved in a lawsuit with a claim amount of approximately 2.314 billion yuan related to quality issues in battery cells delivered between June 2021 and December 2023 [4] - Zhejiang Rongtai plans to establish a joint venture in Thailand with Weichuang Electric to develop mechatronic systems for smart robots [5] - Defu Technology extends the deadline for acquiring shares in a Luxembourg copper foil company to January 9, 2026 [6][7] - Xinke Mobile states that its revenue from satellite internet is minimal and does not significantly impact overall performance [10] - Daya Intelligent received a notice from the China Securities Regulatory Commission regarding an investigation into information disclosure violations [11] Investment and Financial Updates - Guangdong Construction's subsidiary signed a framework agreement for a green methanol project with an estimated total investment of about 6 billion yuan [13] - XCMG Machinery's controlling shareholder plans to increase its stake by no less than 80 million yuan [18] - ST Guohua's major shareholder increased its stake to 26% without triggering mandatory tender offer obligations [19] - ST Zhanggu's stock will resume trading on December 29, 2025, following a capital increase from a restructuring plan [20] - Tianchuang Fashion's controlling shareholder will change to Anhui Xianrui, with stock resuming trading on December 29, 2025 [21]

格隆汇12月26日丨开勒股份(301070.SZ)公布，根据公司长期发展战略规划需要，开勒环境科技(上海)股 份有限公司与杭州溯元企业管理合伙企业（有限合伙）（简称"杭州溯元"）签署了《杭州勒泽企业管理 合伙企业(有限合伙)合伙协议》，双方拟共同投资设立杭州勒泽企业管理合伙企业(有限合伙)，围绕半 导体相关产业链进行投资。其中，公司作为有限合伙人以自有资金出资7,000万元，占合伙企业出资额 的58.33%，杭州溯元作为普通合伙人出资5,000万元，占合伙企业出资额的41.67%。 ...

Core Viewpoint - Kaile Co., Ltd. (301070.SZ) has announced a strategic investment partnership with Hangzhou Suyuan Enterprise Management Partnership (Limited Partnership) to establish a new investment entity focused on the semiconductor industry chain [1] Group 1: Investment Details - Kaile Environmental Technology (Shanghai) Co., Ltd. will invest 70 million yuan, representing 58.33% of the total capital contribution to the new partnership [1] - Hangzhou Suyuan will contribute 50 million yuan, accounting for 41.67% of the total capital [1] Group 2: Strategic Focus - The new partnership, named Hangzhou Leze Enterprise Management Partnership (Limited Partnership), aims to invest specifically in the semiconductor-related industry chain [1]

Core Viewpoint - The company plans to invest RMB 40 million to acquire a 11.7647% stake in Hangzhou Light of God Technology Development Co., Ltd, focusing on high-end electronic components manufacturing [1] Group 1: Investment Details - The investment will be made using the company's own funds, aimed at increasing the registered capital of the target company [1] - The stake acquisition is contingent upon the completion of the current financing round [1] Group 2: Target Company Overview - The target company specializes in the research and production of ultra-small size inductors, aligning with the industry trend towards miniaturization and lightweight electronic devices [1] - The core products include RF inductors and power inductors, which are widely used in consumer electronics and communication sectors [1] - The core R&D team has over 10 years of industry experience, and the company's technology is considered to be at the leading level in the industry [1] Group 3: Strategic Intent - The investment is part of the company's strategic transformation towards high-end intelligent manufacturing [1]

Core Viewpoint - The company plans to invest RMB 40 million to acquire a 11.7647% stake in Hangzhou Light of God Technology Development Co., Ltd, focusing on high-end electronic components manufacturing [1] Group 1: Investment Details - The investment will be made using the company's own funds, aimed at increasing the registered capital of the target company [1] - The stake acquisition is contingent upon the completion of the current financing round [1] Group 2: Target Company Overview - The target company specializes in the research and production of ultra-small size inductors, aligning with the industry trend towards miniaturization and lightweight electronic devices [1] - The company aims to break the Japanese monopoly in the high-end market and achieve domestic substitution [1] - The core R&D team has over 10 years of industry experience, and the core technology of its products is at the leading level in the industry [1] Group 3: Strategic Intent - The investment is part of the company's strategic transformation towards high-end intelligent manufacturing [1] - The target company's main products include RF inductors and power inductors, which are widely used in consumer electronics and communication fields [1]

证券代码：301070 证券简称：开勒股份 公告编号：2025-071 开勒环境科技(上海)股份有限公司 关于对外投资暨拟增资杭州光之神科技发展有限公司的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 特别风险提示： 1、开勒环境科技(上海)股份有限公司（以下简称"公司"）拟以自有资金 人民币 4,000 万元认缴杭州光之神科技发展有限公司（以下简称"光之神科技" "标的公司"）新增注册资本，获得其 11.7647%的股权（增资后获得股权最终 以本轮融资完成后所获股权为准）。 2、标的公司聚焦超小尺寸电感研发生产，核心产品精准契合电子设备小型 化、轻量化的行业发展趋势，致力于在高端市场打破日系垄断，实现国产替代。 其核心研发成员具备 10 多年以上的行业积累和实战经验，产品核心技术达到行 业领先水平。本次增资基于光之神科技所处行业特点、未来发展潜力、参考同行 业可比公司案例以及其 2025 年 9 月 30 日财务数据为定价依据，标的公司目前 仍处于亏损状态，若标的公司后续经营情况未达预期，本次投资形成的长期股权 投资可能存在减值风险，敬请广大投资者注意 ...