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智立方:公司相关技术可应用于智能制造场景,与机器人产业具备较强协同性
Mei Ri Jing Ji Xin Wen· 2026-01-23 13:27
Group 1 - The company has strong synergy with the robotics industry and its technologies can be applied in smart manufacturing scenarios [1] - The current order book is overall stable, indicating a healthy demand for the company's offerings [1] - The company primarily focuses on independent research and development while also considering prudent acquisitions to steadily expand into new businesses and applications [1]
智立方:存储叠层固晶技术目前处于研发阶段
Zheng Quan Ri Bao Wang· 2026-01-22 11:41
证券日报网讯1月22日,智立方(301312)在互动平台回答投资者提问时表示,公司存储叠层固晶技术 目前处于研发阶段,尚未进入客户端验证环节。后续相关进展,公司将依规及时披露。 ...
全域通信自由来了!iPhone 18 Pro卫星通信升级至Gbps级,AI赋能+市值背书,产业链迎增长良机
Xin Lang Cai Jing· 2026-01-20 13:39
Group 1 - Company X is a core supplier in Apple's supply chain, focusing on RF components and electromagnetic shielding products, deeply integrated with Apple's antenna and wireless charging module needs [1] - The company is actively expanding into automotive electronics, developing in-vehicle wireless charging and communication modules to smooth out fluctuations in the consumer electronics cycle [1] - As Apple increases its demand for intelligent and integrated terminal devices, the company's technological accumulation in the RF field is expected to translate into order advantages [1] Group 2 - Company Y indirectly enters Apple's supply chain through subsidiaries, primarily providing display modules and power management components for smart TVs [2] - The company is accelerating its "home appliance + IoT" strategy, creating multi-scenario smart terminal collaborative solutions around the Apple ecosystem [2] - The trend of integration between consumer electronics and home appliances provides new business extension opportunities for the company [2] Group 3 - Company Z focuses on the development and manufacturing of automated testing equipment, covering performance testing for core components like Apple chips and camera modules [3] - The company's equipment has achieved industry-leading precision and stability, enabling rapid response to Apple's new product testing needs [3] - The company is actively expanding into the semiconductor testing equipment field to break through the limitations of the single consumer electronics market [3] Group 4 - Company A specializes in precision screen printing equipment, providing production equipment for circuit board printing and component packaging for Apple [4] - The company's equipment meets Apple's stringent manufacturing requirements in terms of precision, efficiency, and stability [4] - As the Apple supply chain upgrades to high-end manufacturing, the company is expected to benefit from equipment renewal demands [4] Group 5 - Company B provides high-performance copper foil materials for Apple's circuit boards and battery current collectors, leveraging a complete copper processing industry chain [5] - The company is increasing R&D investment in ultra-thin copper foil to meet Apple's material upgrade needs amid the trend of lightweight consumer electronics [5] - The growing demand for copper foil in the electric vehicle sector also brings new revenue growth for the company [5] Group 6 - Company C is a long-standing supplier in Apple's supply chain, focusing on diodes and other semiconductor discrete devices widely used in Apple's power management and signal transmission modules [6] - The company is expanding its automotive-grade device business to enhance its risk resistance amid industry cycle fluctuations [6] - Investment in the R&D of third-generation semiconductor devices is expected to open up long-term growth opportunities for the company [6] Group 7 - Company D specializes in functional structural components for consumer electronics, providing battery protection boards and heat dissipation modules for Apple [7] - The company's products meet Apple's design requirements for lightweight and integrated solutions through precision stamping and injection molding technology [7] - The company is positioning itself in the wearable devices and smart home sectors to seize growth opportunities in niche markets [7] Group 8 - Company E provides high-performance aluminum alloy materials for Apple's terminal devices, achieving industry-leading strength and lightweight standards [9] - The company continuously optimizes product competitiveness through technological iterations to meet Apple's increasing material performance requirements [9] - The demand for aluminum alloy materials in the electric vehicle sector also presents new growth opportunities for the company [9] Group 9 - Company F focuses on magnesium alloy materials, providing lightweight structural solutions for Apple [10] - The company leverages its R&D and large-scale production capabilities in magnesium alloys to gain more market share in Apple's supply chain [10] - The company is also accelerating its layout in the electric vehicle sector for magnesium alloy applications, creating a second growth curve [10] Group 10 - Company G, as a core authorized distributor for Apple, utilizes a nationwide offline channel network for the distribution and retail of Apple products [11] - The company is promoting a new retail model that integrates online and offline channels to enhance user experience and operational efficiency [11] - Its deep cooperative relationship with Apple serves as a core barrier in the competitive landscape [11] Group 11 - Company H provides chip packaging and testing services for Apple, covering core components like RF chips and storage chips [12] - The company maintains a significant position in Apple's supply chain due to its advanced packaging technology and large-scale manufacturing capabilities [12] - The company is accelerating its layout in automotive-grade chip packaging to adapt to industry structural changes [12] Group 12 - Company I participates in Apple's supply chain through air logistics services, ensuring efficient and safe delivery of core components globally [13] - The company has a robust air freight network and customized logistics solutions to support Apple's supply chain resilience [13] - The company is also expanding its cross-border e-commerce logistics business to enhance business diversification [13] Group 13 - Company J provides brand marketing services for Apple, focusing on offline event planning and content dissemination [14] - The company leverages its marketing experience and creativity to effectively communicate Apple's brand value [14] - The trend of content and scenario-based marketing in consumer electronics allows the company to create immersive marketing experiences for Apple [14] Group 14 - Company K offers communication network optimization services for Apple, ensuring stable network operations for Apple stores and data centers [15] - The company can quickly respond to Apple's network needs, supporting user experience upgrades [15] - The company is enhancing its service capabilities through technological upgrades in the context of 5G and IoT technology proliferation [15] Group 15 - Company L provides acoustic components for Apple, primarily used in audio output modules for devices like iPhones and headphones [16] - The company continuously optimizes its acoustic solutions through R&D investments to enhance product value [16] - The company is expanding into smart speakers and automotive acoustic businesses to unlock new growth opportunities [16] Group 16 - Company M specializes in precision metal structural components for Apple, providing essential parts like frames and brackets [18] - The company achieves industry-leading precision and consistency through advanced processing technology and large-scale manufacturing capabilities [18] - The company is also expanding into the electric vehicle structural component business to mitigate fluctuations in the consumer electronics cycle [18] Group 17 - Company N provides market research and data analysis services to support Apple's decision-making, focusing on user behavior research and product experience optimization [19] - The company utilizes a professional research team and big data technology to provide precise market insights for Apple [19] - In the context of intensified competition in the consumer electronics market, the company helps Apple enhance user stickiness and market share through in-depth data analysis [19] Group 18 - Company O supplies acoustic terminal products like headphones to Apple, meeting the ecological standards for sound quality and wearing experience [20] - The company continuously optimizes product performance through technological upgrades to expand application scenarios within Apple's ecosystem [20] - The company is also developing acoustic solutions for smart wearable devices to create long-term growth momentum [20] Group 19 - Company P provides deep processing glass technology for Apple, supplying display and structural glass for terminal devices [21] - The company's products achieve industry-leading strength and optical performance, aligning with Apple's requirements for product appearance and durability [21] - The trend of upgrading consumer electronics glass to larger sizes and higher transparency drives the company to continuously enhance its competitiveness [21] Group 20 - Company Q offers vacuum coating equipment for Apple, primarily used for surface treatment of screens and structural components [22] - The company's equipment meets Apple's manufacturing needs in terms of coating precision and stability [22] - The company helps Apple achieve differentiated competition through equipment technology iterations amid trends of upgrading appearance and performance in consumer electronics [22] Group 21 - Company R provides communication chips and modules for Apple, mainly used in smart home devices for connectivity [23] - The company's products meet Apple's ecological standards in terms of stability and compatibility [23] - The company is also expanding into automotive-grade communication chip business to unlock new growth opportunities [23] Group 22 - Company S specializes in machine vision inspection equipment for Apple, providing solutions for appearance and performance testing of terminal devices [24] - The company's equipment achieves industry-leading precision and efficiency through advanced visual algorithms and optical technology [24] - The company continuously enhances its inspection capabilities through equipment iterations, deeply participating in Apple's quality control system [24] Group 23 - Company T supplies environmentally friendly synthetic leather materials for Apple, used in accessories and smart device exterior components [25] - The company's products meet Apple's design requirements in terms of environmental friendliness and texture [25] - The trend of green and low-carbon transformation in consumer electronics drives the company to continuously optimize product performance through material innovation [25] Group 24 - Company U provides offline home furnishing showrooms for Apple, showcasing and selling smart home products [26] - The company helps Apple reach a broader family user base through its nationwide channel network [26] - The acceleration of the smart home ecosystem's implementation allows the company to enhance market penetration for Apple's smart home products [26] Group 25 - Company V offers supply chain logistics services for Apple, primarily handling warehousing and distribution of components [27] - The company ensures efficient operation of Apple's supply chain through intelligent logistics systems and customized solutions [27] - The company enhances logistics resilience to help Apple cope with uncertainties amid global supply chain restructuring [27] Group 26 - Company W provides display testing equipment for Apple, focusing on performance and defect detection of terminal screens [28] - The company's equipment meets Apple's high standards in precision and stability through advanced testing technology and algorithm capabilities [28] - The company continuously enhances its testing capabilities through equipment iterations, deeply participating in Apple's product quality control [28] Group 27 - Company X provides semiconductor packaging and module manufacturing services for Apple, covering core components like RF chips and power management chips [29] - The company maintains a significant position in Apple's supply chain due to its advanced manufacturing technology and large-scale capacity [29] - The company is accelerating its layout in automotive-grade chip business to adapt to industry structural changes [29] Group 28 - Company Y provides automated assembly equipment for Apple, primarily used in the precision assembly of terminal devices [30] - The company's equipment meets Apple's manufacturing needs in terms of efficiency and stability through advanced automation technology [30] - The company continuously enhances its assembly capabilities through equipment iterations, deeply participating in Apple's production system [30] Group 29 - Company Z provides functional testing fixtures and automation equipment for Apple, focusing on performance testing and validation of terminal devices [31] - The company's products meet Apple's high standards in precision and reliability through a professional R&D team and manufacturing capabilities [31] - The company supports Apple's efficient product launches by quickly responding to customer needs amid the accelerated pace of consumer electronics iteration [31] Group 30 - Company A provides precision functional structural components for Apple, primarily used in internal components of devices like iPhones and iPads [32] - The company's products meet Apple's design requirements in terms of stability and integration through mature manufacturing processes and quality control [32] - The company is also expanding into the electric vehicle structural component business to unlock new growth opportunities [32] Group 31 - Company B supplies rare earth permanent magnet materials for Apple, used in components like vibration motors and sensors [33] - The company's materials meet Apple's technical requirements in terms of magnetic performance and stability through advanced rare earth processing technology [33] - The trend of intelligent upgrades in consumer electronics drives the company to continuously optimize product performance through material innovation [33] Group 32 - Company C provides quartz crystal components for Apple, primarily used in clock and frequency control modules of terminal devices [34] - The company's products meet Apple's high standards in precision and stability through mature crystal manufacturing technology [34] - The trend of high-frequency and high-speed upgrades in consumer electronics drives the company to continuously optimize product performance [34] Group 33 - Company D provides display touch modules for Apple, primarily used in screen components of iPhones and iPads [35] - The company's products meet Apple's ecological standards in terms of touch sensitivity and display quality through advanced display technology and manufacturing capabilities [35] - The trend of flexible and high-refresh-rate upgrades in display technology drives the company to continuously enhance module performance [35] Group 34 - Company E, as a core strategic supplier for Apple, specializes in precision connectors and modules widely used in devices like iPhones and headphones [37] - The company occupies a core position in Apple's supply chain due to its full industry chain layout and large-scale manufacturing capabilities [37] - The company is accelerating its layout in automotive electronics to create a long-term growth engine [37] Group 35 - Company F provides rare earth permanent magnet materials for Apple, used in components like motors and sensors [38] - The company's materials meet Apple's high standards in terms of performance and consistency through advanced rare earth permanent magnet technology [38] - The trend of intelligent upgrades in consumer electronics drives the company to continuously optimize product performance and deepen its integration into Apple's supply chain [38] Group 36 - Company G provides display solutions for Apple, primarily used in brand display and interactive experience scenarios in Apple stores [39] - The company leverages advanced display technology and creativity to create immersive brand communication scenarios for Apple [39] - The trend of scenario-based marketing in consumer electronics allows the company to continuously enhance its service capabilities and strengthen its partnership with Apple [39] Group 37 - Company H provides functional film materials and automation equipment for Apple, primarily used in screen protection and assembly processes [40] - The company's products meet Apple's design requirements in terms of protection performance and fitting precision through advanced film material R&D and manufacturing capabilities [40] - The trend of lightweight upgrades in consumer electronics drives the company to continuously optimize product performance and deepen its integration into Apple's supply chain [40]
智立方(301312) - 关于公司控股股东、实际控制人及一致行动人权益变动触及1%整数倍的提示性公告
2026-01-16 10:32
1、本次权益变动为深圳市智立方自动化设备股份有限公司(以下简称"公 司")控股股东、实际控制人的一致行动人深圳群智方立科技合伙企业(有限合 伙)(以下简称"群智方立")实施股份减持,不触及要约收购。 2、本次权益变动后,公司控股股东、实际控制人及一致行动人群智方立合 计持股比例由 69.51%下降至 69.00%,权益变动触及 1%的整数倍。 证券代码:301312 证券简称:智立方 公告编号:2026-001 深圳市智立方自动化设备股份有限公司 关于公司控股股东、实际控制人及一致行动人权益变动触及 1%整数倍的提示性公告 公司控股股东、实际控制人的一致行动人深圳群智方立科技合伙企业(有限 合伙)保证向本公司提供的信息内容真实、准确、完整,没有虚假记载、误导性 陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示: 2026年1月16日 3、本次权益变动不会导致公司控股股东及实际控制人发生变化,不会对公 司治理结构及持续经营产生重大影响。 公司于2025年12月10日披露了《关于公司控股股东、实际控制人的一致行动 人股份减持计划的预披露公告》(公告编号:2025-04 ...
智立方跌2.01%,成交额1.53亿元,主力资金净流入578.76万元
Xin Lang Cai Jing· 2026-01-15 03:56
Group 1 - The core viewpoint of the news is that Zhilifang's stock has shown a positive trend in recent months, with a year-to-date increase of 6.10% and significant growth in revenue and net profit for the first nine months of 2025 [2][3] - As of January 15, Zhilifang's stock price was 53.02 yuan per share, with a market capitalization of 6.425 billion yuan and a trading volume of 1.53 billion yuan [1] - The company has a diverse revenue structure, with 68.67% from industrial automation equipment, 21.63% from technical services, and 9.70% from automation equipment accessories [2] Group 2 - Zhilifang's net profit for the first nine months of 2025 reached 69.95 million yuan, reflecting a year-on-year growth of 57.59% [2] - The company has distributed a total of 108 million yuan in dividends since its A-share listing [3] - As of January 9, the number of shareholders increased by 3.22% to 15,100, while the average circulating shares per person decreased by 3.12% to 4,014 shares [2]
A股CPO概念股拉升,光迅科技涨停
Ge Long Hui· 2026-01-14 05:48
Core Viewpoint - The CPO concept stocks in the A-share market experienced significant gains, indicating a positive market sentiment towards this sector [1] Company Performance - Benchuan Intelligent surged over 15% [1] - Guangxun Technology hit the daily limit with a 10% increase [1] - Fenghuo Communication approached the daily limit with a near 10% rise [1] - Ruijie Network increased by 8% [1] - Dekeli and Guangku Technology both rose over 7% [1] - Zhili Fang and Hengtong Light gained over 6% [1] - Changxin Bochuang and Huilv Ecology saw increases of over 5% [1]
智立方:截至2026年1月9日股东户数为15083户
Zheng Quan Ri Bao Wang· 2026-01-13 09:43
Group 1 - The core point of the article is that Zhili Fang (301312) reported a total of 15,083 shareholders as of January 9, 2026 [1]
智立方涨2.17%,成交额1.31亿元,主力资金净流入660.42万元
Xin Lang Cai Jing· 2026-01-08 06:03
Core Viewpoint - The stock price of Zhili Fang has shown a positive trend, with significant increases in both short-term and long-term performance, indicating strong market interest and potential growth in the industrial automation sector [1][2]. Group 1: Stock Performance - As of January 8, Zhili Fang's stock price increased by 2.17%, reaching 52.82 CNY per share, with a trading volume of 1.31 billion CNY and a turnover rate of 4.15%, resulting in a total market capitalization of 6.401 billion CNY [1]. - Year-to-date, Zhili Fang's stock has risen by 5.70%, with a 5-day increase of 5.94%, a 20-day increase of 4.51%, and a 60-day increase of 9.97% [2]. Group 2: Company Overview - Zhili Fang, established on July 7, 2011, and listed on July 11, 2022, is located in Shenzhen, Guangdong Province, specializing in the research, production, sales, and related technical services of industrial automation equipment [2]. - The company's revenue composition includes 68.67% from industrial automation equipment, 21.63% from technical services, and 9.70% from automation equipment accessories [2]. - Zhili Fang operates within the mechanical equipment sector, specifically in the automation equipment category, and is associated with various concept sectors including electronic cigarettes and augmented reality [2]. Group 3: Financial Performance - For the period from January to September 2025, Zhili Fang reported a revenue of 505 million CNY, reflecting a year-on-year growth of 21.69%, while the net profit attributable to shareholders reached 69.954 million CNY, marking a 57.59% increase [2]. - Since its A-share listing, Zhili Fang has distributed a total of 108 million CNY in dividends [3]. Group 4: Shareholder Information - As of December 31, the number of shareholders for Zhili Fang was 14,600, an increase of 2.58% from the previous period, with an average of 4,143 circulating shares per person, a decrease of 2.51% [2]. - As of September 30, 2025, the Southern Big Data 100 Index A (001113) has exited the list of the top ten circulating shareholders [3].
智立方跌2.01%,成交额6975.56万元,主力资金净流出1382.85万元
Xin Lang Zheng Quan· 2025-12-26 03:19
Group 1 - The core viewpoint of the news is that Zhilifang's stock has experienced fluctuations, with a current price of 50.67 yuan per share and a market capitalization of 6.14 billion yuan, while the company has shown significant growth in revenue and profit year-to-date [1][2]. - Zhilifang's stock price has increased by 47.17% this year, with a recent 5-day increase of 8.55% and a 20-day increase of 3.01%, although it has decreased by 4.83% over the past 60 days [1]. - The company has made seven appearances on the "Dragon and Tiger List" this year, with the most recent being on July 4, where it recorded a net buy of -40.08 million yuan [1]. Group 2 - Zhilifang's main business involves the research, development, production, and sales of industrial automation equipment, with revenue composition being 68.67% from industrial automation equipment, 21.63% from technical services, and 9.70% from automation equipment accessories [1]. - As of December 19, the number of shareholders in Zhilifang is 14,200, a decrease of 4.39% from the previous period, while the average circulating shares per person increased by 4.59% to 4,250 shares [2]. - For the period from January to September 2025, Zhilifang achieved operating revenue of 505 million yuan, representing a year-on-year growth of 21.69%, and a net profit attributable to shareholders of 69.95 million yuan, up 57.59% year-on-year [2].
智立方:截至12月19日公司股东户数为14246户
Zheng Quan Ri Bao· 2025-12-24 12:40
Group 1 - The company, Zhili Fang, reported that as of the latest share registration date (December 19), the number of shareholders was 14,246 [2]