Core Viewpoint - Strong瑞 Technology (301128) is experiencing significant growth in orders for precision components and fixtures for semiconductor equipment, indicating a robust demand in the semiconductor industry [1] Group 1: Company Operations - The company primarily supplies precision structural components, fixtures, and modules for leading domestic semiconductor equipment manufacturers [1] - Since 2025, the order volume from this niche market has increased significantly, surpassing 100 million yuan [1] - Several products are currently in the business quotation and negotiation stages, reflecting ongoing demand [1] Group 2: Capacity Expansion - Due to the specialized processing equipment and production lines required for these products, the company's existing capacity is insufficient to meet order delivery needs [1] - The company has established a wholly-owned subsidiary and rented over 20,000 square meters of factory space for capacity expansion [1]

Group 1 - The core point of the article is that Strongway Technology (301128) reported a total of 17,052 shareholders as of November 10, 2025 [1]

Core Viewpoint - Strong瑞 Technology (301128) indicated that its subsidiary, San Ye Technology, expanded production primarily to meet the increasing order demand, and future expansion will depend on upcoming order situations [1] Group 1 - The company has responded to investor inquiries regarding its production expansion strategy [1] - The expansion of San Ye Technology was driven by a need to accommodate order growth [1] - Future production expansion plans will be contingent on the volume of future orders [1]

Core Viewpoint - StrongRay Technology's subsidiary, Sanyue Technology, has successfully achieved large-scale shipments of optical module heat dissipation products, primarily used in 400G, 800G, and 1.6T rate optical modules. The company plans to further expand its business in this niche market [2]. Group 1 - The heat dissipation products have been successfully shipped in large quantities [2]. - The primary applications of these products are in 400G, 800G, and 1.6T optical modules [2]. - The company intends to increase efforts to expand its related business in the heat dissipation product segment [2].

Core Viewpoint - Strongway Technology (301128.SZ) is engaged in the supply of certain fixtures and cooling products to chip manufacturers, which may be used in storage chip-related products [1] Group 1 - The company conducts customized research and development as well as production delivery based on customer needs [1] - The specific applications of the company's products in customer products are considered trade secrets, and the company may not have full knowledge or may not disclose such information [1]

强瑞技术在互动平台表示，谷歌公司是铝宝科技的重要直接/间接客户之一。 ...

Group 1 - Dongguan Qiangpeng Semiconductor Technology Co., Ltd. has been established with a registered capital of 50 million yuan [1] - The company's business scope includes manufacturing and sales of semiconductor device specialized equipment and electronic specialized equipment [1] - Qiangpeng is wholly owned by Qiangrui Technology through indirect shareholding [1]

证券代码：301128 证券简称：强瑞技术 公告编号：2025-098 深圳市强瑞精密技术股份有限公司 关于为子公司提供担保的进展公告 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。 一、担保事项概述 深圳市强瑞精密技术股份有限公司（以下简称"公司"）于 2024 年 12 月 13 日召开的第二届董事会第十九次（临时）会议、第二届监事会第十七次（临 时）会议、2024 年 12 月 30 日召开的 2024 年第三次临时股东大会审议通过了《关 于公司及子公司担保额度预计及授权的议案》，同意 2025 年 1 月 1 日至 2025 年 12 月 31 日期间在合并报表范围内，由公司为子公司、有条件的子公司为公司 的其他子公司或母公司提供担保，额度预计不超过人民币 50,000 万元整。其中： 为资产负债率 70%以上的被担保对象提供担保的额度为 20,000 万元；为资产负 债率 70%以下的被担保对象提供担保的额度为 30,000 万元。以上担保额度可在 子公司之间进行调剂，但被担保对象的担保额度仅能在同类担保对象间调剂使用。 具体内容详见相关公告。 二、 ...

Core Insights - China's CPI in October increased by 0.2% year-on-year, while the core CPI reached its highest level since March 2024, indicating effective demand expansion policies [1] - The PPI saw its first month-on-month increase of 0.1% in 2023, with a narrowing year-on-year decline [1] Industry Overview - The demand for new energy vehicles (NEVs) remains strong, with October production and sales reaching 1.772 million and 1.715 million units, respectively, marking year-on-year growth of 21.1% and 20% [2] - Cumulative production and sales from January to October reached 13.015 million and 12.943 million units, reflecting year-on-year growth of 33.1% and 32.7% [2] - The supply side is seeing continuous product launches from battery and main engine manufacturers, with positive feedback from demand and supportive policies [2] Price Trends - The industry has experienced significant price declines, but the supply-demand balance is improving, leading to price stabilization and recovery in certain segments [2] - Key materials such as lithium carbonate and lithium hexafluorophosphate are witnessing strong demand and tight supply, resulting in price increases [2] Investment Strategy - The industry is expected to see price recovery by 2025, with a focus on high-quality companies that can deliver excess returns [3] - Recommended sectors include robotics, solid-state batteries, and liquid cooling technologies [3][4] Material Recommendations - Key companies in the main materials sector include CATL, Shangtai Technology, and Hunan Youneng [4] - New directions for investment include robotics (Zhejiang Rongtai), liquid cooling (Qiangrui Technology, Shenling Environment, Feirongda, Jiebang Technology), and solid-state batteries (Shenzhen Xinxing, Haopeng Technology, Naconoer, Liyuanheng) [4] Market Performance - The performance of various indices this week includes a decline of 1.11% for the NEV index, while the lithium battery index rose by 5.57% [5] - Notable stock performances include Huasheng Lithium Battery and Haike New Source, which saw increases of 79.6% and 71.4%, respectively [5] Industry Dynamics - Lithium prices have shown an upward trend, with lithium carbonate priced at 85,200 CNY/ton, a 6.0% increase from last week [7] - The Ministry of Public Security is seeking public opinion on national standards for motor vehicle operation safety, and a factory for electric vertical take-off and landing vehicles has entered trial production in Guangzhou [7]

Group 1 - The core viewpoint of the news is that Strong瑞技术 experienced a decline in stock price and significant changes in financing activities on November 12, with a net financing outflow of 25.29 million yuan [1] - On November 12, Strong瑞技术's stock price dropped by 4.42%, with a trading volume of 297 million yuan, and the financing balance reached 556 million yuan, accounting for 6.06% of the market capitalization [1] - The company had a financing buy-in of 22.58 million yuan and a financing repayment of 47.87 million yuan on the same day, indicating a high financing balance compared to the past year [1] Group 2 - As of October 31, the number of shareholders for Strong瑞技术 was 19,500, a decrease of 12.38%, while the average circulating shares per person increased by 14.12% to 4,531 shares [2] - For the period from January to September 2025, Strong瑞技术 reported a revenue of 1.372 billion yuan, representing a year-on-year growth of 74.72%, and a net profit attributable to shareholders of 116 million yuan, up 46.06% year-on-year [2] Group 3 - Since its A-share listing, Strong瑞技术 has distributed a total of 170 million yuan in dividends, with 133 million yuan distributed over the past three years [3]