格隆汇1月26日丨强瑞技术(301128.SZ)在投资者互动平台表示，公司在光模块散热器领域的主要客户包 括H客户等，基于客户商业保密要求，公司无法披露客户名称等信息；公司光模块散热器的产能利用率 正常。 ...

Group 1 - The company, StrongRay Technology (301128), primarily supplies assembly and testing fixtures and equipment related to intelligent driving modules [1] - Key clients include Huawei, Celis, and BYD (002594) [1]

证券日报网讯 1月23日，强瑞技术在互动平台回答投资者提问时表示，公司主要根据半导体设备厂商客 户的需求提供定制化产品，公司无法准确判断客户具体机型对应的订单量。 （文章来源：证券日报） ...

证券日报网讯1月23日，强瑞技术（301128）在互动平台回答投资者提问时表示，公司目前正在推进在 深圳龙华地区的拿地进程，以及半导体设备零部件产线的扩产进程。 ...

证券日报网讯1月23日，强瑞技术（301128）在互动平台回答投资者提问时表示，东莞强鹏芯在东莞凤 岗镇的生产车间已基本装修完毕，将于近期逐步投产。该车间除了承接公司原有的半导体设备零部件产 线外，还同步较大幅度地进行了扩产，公司半导体设备精密零部件的产能得以扩大，对于公司承接更多 的订单奠定了基础。公司在该细分领域的订单量逐步增加，预计将成为公司未来收入和利润的重要增长 点之一。 ...

资料显示，深圳市强瑞精密技术股份有限公司位于广东省深圳市龙华区观湖街道樟坑径社区安澜路308 号C栋厂房101至501(一照多址企业),广东省深圳市龙华区观澜街道新澜社区观光路1301-11号101至401， 成立日期2005年8月30日，上市日期2021年11月10日，公司主营业务涉及工装和检测用治具及设备的研 发、设计、生产和销售。主营业务收入构成为：专业设备制造业100.00%。 截至1月9日，强瑞技术股东户数1.82万，较上期增加2.45%；人均流通股4852股，较上期减少2.39%。 2025年1月-9月，强瑞技术实现营业收入13.72亿元，同比增长74.72%；归母净利润1.16亿元，同比增长 46.06%。 分红方面，强瑞技术A股上市后累计派现1.70亿元。近三年，累计派现1.33亿元。 责任编辑：小浪快报 1月22日，强瑞技术跌0.63%，成交额6.24亿元。两融数据显示，当日强瑞技术获融资买入额8021.39万 元，融资偿还5328.08万元，融资净买入2693.31万元。截至1月22日，强瑞技术融资融券余额合计6.06亿 元。 融资方面，强瑞技术当日融资买入8021.39万元。当前融资余额 ...

Monetary Policy - The People's Bank of China, led by Pan Gongsheng, will continue to implement a moderately loose monetary policy in 2026, focusing on stabilizing economic growth and ensuring reasonable price recovery [1] - There is still room for further reductions in reserve requirements and interest rates this year, with an emphasis on maintaining ample liquidity [1] Technology Development - Fudan University researchers have successfully developed "fiber chips," achieving large-scale integrated circuit preparation within flexible polymer fibers, with a transistor density of 100,000 per cm [1] - The technology allows for efficient interconnection of transistors and other electronic components, enabling both digital and analog circuit functions [1] Company News - Blue Arrow Aerospace's IPO review status has changed to "inquired" on the Shanghai Stock Exchange [2] - Yushu Technology clarified that its actual shipment of humanoid robots in 2025 will exceed 5,500 units, with over 6,500 units expected to be produced [3] - The Ministry of Commerce and nine other departments are promoting the participation of retail pharmaceutical companies in centralized drug procurement [3] Individual Company Performance - CATL launched a mass-produced sodium-ion battery for light commercial vehicles, capable of operating in extreme cold conditions [4] - Zhaoyi Innovation expects a net profit of approximately 1.61 billion yuan for 2025, a 46% increase year-on-year, with revenue projected at 9.203 billion yuan, a 25% increase [4] - Strong One Co. anticipates a net profit increase of 58% to 71% in 2025, driven by strong orders from major clients in the communication network and AI computing sectors [5] - Changda Technology plans to invest 1 billion yuan in a functional IC packaging substrate project to enhance its competitiveness in the high-end integrated circuit field [6] - Founder Technology forecasts a net profit increase of 67% to 98% in 2025, focusing on high-value business orders in AI servers and high-speed optical modules [7]

Market Overview - US stock market continues to rise, with Dow Jones up 0.63%, Nasdaq up 0.91%, and S&P 500 up 0.55% [1] - Meta shares increased by 5.66%, marking the largest single-day gain since July 31 [1] - Tesla shares rose by 4.15%, while Microsoft and Amazon saw increases of at least 1.31% [1] Company Developments - Intel's Q1 guidance is disappointing, leading to a post-market drop of over 10% [2] - Nvidia completed a $5 billion investment in Intel in Q4 [2] - Tesla plans to sell humanoid robots to the public by the end of this year or next year [3] - OpenAI is quietly developing humanoid robots with a team of 100 in San Francisco [4] - Meta's Threads platform has surpassed 400 million monthly active users and is launching ads globally [5] Commodity Insights - Goldman Sachs raised its gold price target to $5,400, indicating that wealthy individuals are competing with central banks for limited physical reserves [6] - COMEX gold futures rose by 1.97%, while silver futures increased by 4.05%, both reaching historical highs [7] - US natural gas futures prices surged by 81% within three days, reaching the highest level since December 2022 [7] Regulatory and Policy Updates - The People's Bank of China (PBOC) Governor Pan Gongsheng stated there is still room for further interest rate cuts and reserve requirement ratio reductions this year [8] - The Ministry of Commerce and other departments encourage horizontal mergers and acquisitions in the pharmaceutical retail sector [12] - The State Council's Food Safety Office is drafting national standards for prepared dishes and will seek public opinions soon [12] Industry Trends - The semiconductor industry is seeing significant developments, with Alibaba's T-HEAD planning for an independent IPO [10] - The prepared food sector is undergoing a transformation, with a focus on quality and safety in the supply chain [11] - The retail pharmacy industry is expected to accelerate consolidation, with a projected decrease in the number of pharmacies by nearly 20,000 since Q4 2024 [13] Financial Projections - Zhaoyi Innovation expects a net profit of approximately 1.61 billion yuan for 2025, a 46% increase year-on-year [17] - Shengmei Shanghai anticipates revenues between 6.68 billion and 6.88 billion yuan for 2025, reflecting a growth of 18.91% to 22.47% [18] - Runtu Co. forecasts a net profit of 600 million to 700 million yuan for 2025, representing a growth of 181.05% to 227.89% [18]

Major Announcements - Zhaoyi Innovation plans to use 500 million CNY of A-share fundraising to increase capital in its wholly-owned subsidiaries for the implementation of the DRAM project [1] - Haiguang Information's mid-2025 profit distribution plan includes a cash dividend of 0.09 CNY per share, totaling 209 million CNY [2] - *ST Biology has terminated the major asset restructuring plan to acquire 51% of Hunan Huize Biomedical Technology Co., Ltd. [3] - Fosun Pharma intends to spin off its subsidiary Fosun Antigen for independent listing on the Hong Kong Stock Exchange [4] - Jingchen Co. has set the inquiry transfer price at 82.85 CNY per share for the transfer of 13.1 million shares [5] Performance Forecasts - Zhaoyi Innovation expects a net profit of approximately 1.61 billion CNY for 2025, a year-on-year increase of about 46% [9] - Longying Precision anticipates a net profit decrease of 17.70% to 29.36% for 2025, estimating between 545 million CNY and 635 million CNY [9] - Ruichuang Micro-Nano forecasts a net profit of around 1.1 billion CNY for 2025, representing a 93% increase [10] - Nanjing Bank projects a net profit of 21.81 billion CNY for 2025, an 8.08% increase year-on-year [11] - Zhongyuan Co. expects a net profit increase of 80% to 105% for 2025, estimating between 139 million CNY and 158 million CNY [12] - Qiangyi Co. anticipates a net profit increase of 57.87% to 71.17% for 2025, estimating between 368 million CNY and 399 million CNY [13] - Liard expects a net profit of 300 million CNY to 380 million CNY for 2025, turning from a loss of 889 million CNY in the previous year [14] - Daheng Technology forecasts a net profit of approximately 106 million CNY for 2025, also turning from a loss [16] - Dongfeng Co. anticipates a net loss of 390 million CNY to 480 million CNY for 2025 [17] - Qing Song Co. expects a net profit increase of 137.73% to 201.74% for 2025, estimating between 130 million CNY and 165 million CNY [18] - SIRUI Co. forecasts a net profit of 165 million CNY to 184 million CNY for 2025, turning from a loss [19] - Shengmei Shanghai expects a revenue increase of 18.91% to 22.47% for 2025, estimating between 6.68 billion CNY and 6.88 billion CNY [20] - Yijun Co. anticipates a net loss of 11 million CNY to 14 million CNY for 2025 [21] - Saint Yuan Environmental Protection expects a net profit increase of 31.79% to 59.24% for 2025, estimating between 240 million CNY and 290 million CNY [22] - Lijun Co. forecasts a net profit decrease of 45.05% to 60.03% for 2025, estimating between 4.8 million CNY and 6.6 million CNY [23] - Xingqi Eye Medicine expects a net profit increase of 95.82% to 121.56% for 2025, estimating between 662 million CNY and 749 million CNY [25] - Beidou Star expects a net loss of 230 million CNY to 290 million CNY for 2025, reducing losses compared to the previous year [26] - Yiling Pharmaceutical anticipates a net profit of 1.2 billion CNY to 1.3 billion CNY for 2025, turning from a loss of 725 million CNY [27] - Zhijiang Bio forecasts a net loss of 32 million CNY to 47 million CNY for 2025, reducing losses compared to the previous year [28] - Yema Battery expects a net profit decrease of 58% to 70% for 2025, estimating between 45.83 million CNY and 64.17 million CNY [29] - Yunmei Energy anticipates a net loss of 410 million CNY to 470 million CNY for 2025 [30] - Yingfang Micro expects a net loss of 69 million CNY to 97 million CNY for 2025 [31] - Guanghua Technology forecasts a net profit of 85 million CNY to 120 million CNY for 2025, turning from a loss [33] Share Buybacks - Hengyi Petrochemical plans to repurchase shares worth 500 million CNY to 1 billion CNY [34] - Yunyi Electric plans to repurchase shares worth 100 million CNY to 150 million CNY [34] - Xidun Pharmaceutical plans to repurchase shares worth 25 million CNY to 50 million CNY [35]

Core Viewpoint - The company has successfully completed the consolidation of Dongguan Alubao, which is expected to contribute significantly to revenue and profit by 2026 [1] Group 1: Company Performance - The operational performance of Dongguan Alubao is anticipated to be strong in 2026, leading to substantial revenue and profit contributions for the company [1] - Dongguan Alubao primarily supplies precision structural components for liquid cooling heat dissipation modules to clients such as Qihong and others, indicating a large market space and high supply share [1] Group 2: Industry Collaboration - The company is deepening its collaboration with leading domestic and international AI server manufacturers regarding liquid cooling testing lines and equipment [1] - In addition to existing clients, the company has begun supplying liquid cooling testing lines to overseas clients and other leading domestic manufacturers [1]