证券代码：301128 证券简称：强瑞技术 公告编号：2025-093 深圳市强瑞精密技术股份有限公司 （一）审议通过了《关于使用自有资金对外投资的议案》 为了提升公司的综合竞争力和盈利能力，拓展公司现有的产品领域，同意 公司使用自有资金 7,000 万元，用于对东莞市铝宝金属科技有限公司进行投 资，其中 4,000 万元用于向铝宝科技进行增资，取得其 20%的股权；另 3,000 万 元用于受让铝宝科技原股东持有的 15%股权，共计取得铝宝科技 35%股权。 本次交易不构成关联交易，不构成《上市公司重大资产重组管理办法》规 定的重大资产重组，无需提交股东会审议。 经审议，董事会同意上述方案，该事项已经第三届董事会战略委员会第二 次会议审议通过。 表决结果：9票同意、0票反对、0票弃权，审议通过。 具体内容详见公司于同日在巨潮资讯网（http://www.cninfo.com.cn）上刊登 的相关公告。 第三届董事会第五次（临时）会议决议公告 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、会议召开情况 深圳市强瑞精密技术股份有限公司（以下简称"公司"）第 ...

证券代码：301128 证券简称：强瑞技术 公告编号：2025-095 深圳市强瑞精密技术股份有限公司 关于为全资子公司开展业务提供担保的公告 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。 一、担保情况概述 经深圳市强瑞精密技术股份有限公司（以下简称"公司""强瑞技术"） 于2025年10月31日召开的第三届董事会第五次（临时）会议审议通过了《关于 为全资子公司开展业务提供担保的议案》，同意公司为深圳市强鹏芯半导体科 技有限公司（以下简称"深圳强鹏芯"）提供不超过8,000万元的业务合同担保 额度，用于其开展业务过程中无法履行合同义务风险提供最高额保证担保。 上述担保额度的期限为自公司董事会审议通过之日起至2025年12月31日止。 在有效期限和额度范围内，任一时点的担保余额不得超过董事会审议通过的担 保额度。公司授权董事长或其授权人员与相关客户签署《担保函》，《担保函》 最长期限为72个月。 本次担保属于董事会对外担保审批权限内为全资子公司提供担保的情形， 可以豁免提交股东会审议。 二、被担保人基本情况 1、公司名称：深圳市强鹏芯半导体科技有限公司 2、成 ...

Group 1 - The report highlights a mixed economic outlook for the US, with expectations of a government shutdown resolution and a potential interest rate cut in December, impacting market liquidity and stock performance [4][15][19] - The A-share market is expected to remain in a consolidation phase, with a focus on three main investment themes: dividend recovery, economic recovery, and technology themes benefiting from the 14th Five-Year Plan [4][21] - The report identifies ten key stocks for November, including companies in the new energy, automotive, power equipment, fixed income, and pharmaceutical sectors, with no specific ranking [3][12][19] Group 2 - The report emphasizes the importance of the 14th Five-Year Plan in guiding future development directions, particularly in technology self-reliance, domestic consumption, and new energy [17][18] - The performance of the A-share market has shown volatility, with a significant portion of public fund holdings in the TMT sector, leading to potential profit-taking pressures [21][19] - The report provides detailed financial forecasts for selected companies, indicating expected revenue and profit growth across various sectors, including new energy and automotive [22][39][45]

Core Insights - The company reported a revenue of 1.372 billion yuan for Q1-Q3 2025, representing a year-over-year increase of 74.72%, with a net profit of 116 million yuan, up 46.06% year-over-year [1] - In Q3 2025, the company achieved a revenue of 532 million yuan, reflecting a year-over-year growth of 74.86% and a quarter-over-quarter increase of 1.76%, with a net profit of 61 million yuan, up 91.54% year-over-year and 42.08% quarter-over-quarter [1] - The company's gross margin and net margin for Q1-Q3 2025 were 26.17% and 10.39%, respectively, while for Q3 2025, they were 30.84% and 13.47% [1] Revenue Growth Drivers - The company's performance is driven by increased demand for smart system modules, which has led to a rise in detection needs, alongside the expansion of product offerings from single-station equipment to multi-station connected devices and large line equipment [1] - The automotive business continues to grow, supported by increased shipments of servers and communication base stations from key clients, boosting demand for the company's heat sink products [1] - The mobile terminal business benefits from technology-driven replacement demand, particularly in AI, foldable screens, and battery life, as well as ongoing expansion in industrial automation equipment and components targeting the Apple supply chain [1] - The company has also seen continuous shipments in the VR/AR/XR product segment, contributing to record high performance in Q3 2025 [1] Profitability Improvement - Since Q1 2025, the company's gross and net margins have been recovering, primarily due to the transition from a sampling verification phase to increased mass production orders [2] - The rise in orders for high-margin ultra-precision fixtures and components has further accelerated the improvement in profitability [2] - Revenue forecasts for 2025 and 2026 are projected at 1.950 billion yuan and 2.552 billion yuan, respectively, with net profits of 196 million yuan and 297 million yuan, corresponding to PE ratios of 51 and 34 times [2]

Core Insights - Qiangrui Technology is a leading enterprise in the field of tooling and testing fixtures and equipment in China, established in 2005 and listed on the Shenzhen Stock Exchange in 2021 [1] Financial Performance - For Q3 2025, Qiangrui Technology reported revenue of 1.372 billion yuan, ranking 23rd among 89 companies in the industry, with the industry leader, Keda Manufacturing, achieving 12.605 billion yuan [2] - The net profit for the same period was 142 million yuan, placing the company 15th in the industry, while Keda Manufacturing led with a net profit of 1.832 billion yuan [2] Financial Ratios - As of Q3 2025, Qiangrui Technology's debt-to-asset ratio was 54.31%, an increase from 36.16% year-on-year, exceeding the industry average of 42.80% [3] - The gross profit margin for Q3 2025 was 26.17%, down from 32.76% year-on-year, and below the industry average of 28.52% [3] Executive Compensation - The chairman, Yin Gaobin, received a salary of 1 million yuan in 2024, an increase of 401,900 yuan from 2023 [4] - The general manager, Liu Gang, also received a salary of 1 million yuan in 2024, reflecting the same increase as the chairman [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 9.48% to 23,400, while the average number of circulating A-shares held per account increased by 10.47% to 3,768.48 [5] Business Growth - In H1 2025, Qiangrui Technology achieved revenue of 840 million yuan, a year-on-year increase of 74.64%, with net profit growing by 15.57% to 55 million yuan [5] - The smart automotive business generated 187 million yuan in revenue, a 203% increase year-on-year, while the radiator business reported 135 million yuan, up 53% [5] - The company plans to acquire 51% of Xuyida Brushless Motor for 150 million yuan to enter the robotics sector [6]

Investment Rating - The report maintains a "Hold" rating for the company [2] Core Views - The company achieved record high performance in Q3 2025, with revenue reaching 1.372 billion yuan, a year-on-year increase of 74.72%, and a net profit of 116 million yuan, up 46.06% year-on-year [1] - The company's revenue for Q3 2025 was 532 million yuan, reflecting a year-on-year growth of 74.86% and a quarter-on-quarter increase of 1.76%, with a net profit of 61 million yuan, up 91.54% year-on-year and 42.08% quarter-on-quarter [1] - The company is benefiting from increased demand for detection driven by the rise in smart system module installations, and its automotive business continues to grow [2] - The company is expected to achieve a revenue of 1.950 billion yuan in 2025, representing a year-on-year increase of 73.10% [2] - The company's profitability is improving, with gross and net profit margins recovering since Q1 2025 due to an increase in mass production orders [2] Financial Data and Valuation - Revenue projections for 2025 and 2026 are 1.950 billion yuan and 2.552 billion yuan, respectively, with corresponding net profits of 196 million yuan and 297 million yuan [3] - The company’s earnings per share (EPS) are projected to be 1.89 yuan for 2025 and 2.87 yuan for 2026, with price-to-earnings (P/E) ratios of 51 and 34, respectively [3] - The company’s gross profit margin is expected to be 26.17% and net profit margin 10.39% for the first three quarters of 2025 [1]

Core Viewpoint - Strong瑞 Technology has experienced a significant stock price increase, reflecting positive market sentiment and potential investment opportunities [1][2]. Company Overview - Strong瑞 Technology, established on August 30, 2005, is located in Shenzhen, Guangdong Province, and specializes in the research, design, production, and sales of tooling and testing fixtures and equipment [1]. - The company was listed on November 10, 2021, and its main business revenue comes entirely from the manufacturing of specialized equipment [1]. Stock Performance - As of October 30, Strong瑞 Technology's stock price rose by 5.34% to 102.10 CNY per share, with a trading volume of 661 million CNY and a turnover rate of 7.68%, resulting in a total market capitalization of 10.561 billion CNY [1]. - The stock has seen a continuous increase over four days, with a cumulative growth of 16.66% during this period [1]. Fund Holdings - Jin Xin Fund holds a significant position in Strong瑞 Technology through its Jin Xin Multi-Strategy Selected Mixed A Fund (004223), which held 11,000 shares, accounting for 3.04% of the fund's net value, ranking as the eighth largest holding [2]. - The fund has generated a floating profit of approximately 57,000 CNY today and 152,200 CNY during the four-day increase [2]. - The Jin Xin Multi-Strategy Selected Mixed A Fund was established on June 8, 2017, with a current scale of 24.271 million CNY and has achieved a year-to-date return of 40.19% [2].

Core Viewpoint - Strong瑞 Technology (301128.SZ) reported significant growth in its financial performance for the first three quarters of 2025, indicating a robust business trajectory [1] Financial Performance - The company's operating revenue for the first three quarters reached 1.372 billion yuan, representing a year-on-year increase of 74.72% [1] - Net profit attributable to shareholders of the listed company was 116 million yuan, reflecting a year-on-year growth of 46.06% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 112 million yuan, showing a year-on-year increase of 48.62% [1] - Basic earnings per share stood at 1.1207 yuan [1]

Core Insights - The company reported a significant increase in revenue and net profit for the third quarter of 2025, indicating strong financial performance [1] Financial Performance - The company achieved a revenue of 532,044,931.58 yuan in Q3 2025, representing a year-on-year growth of 74.86% [1] - The net profit attributable to shareholders was 61,017,009.31 yuan, showing a year-on-year increase of 91.54% [1]

Core Viewpoint - The company announced the appointment of Mr. Zhong Hong as the new Vice President and Board Secretary, indicating a strategic move to strengthen its management team [1] Company Summary - The board of directors of Strong Rui Technology (301128) approved the hiring of Mr. Zhong Hong for the positions of Vice President and Board Secretary [1]