Group 1: Company Overview and Investor Relations - The company is named Weifeng Electronics (Guangdong) Co., Ltd., with stock code 301328 [1] - The investor relations activity was held on September 19, 2025, via an online platform [2] Group 2: AI and Data Center Development - The company is focusing on AI industry opportunities and is enhancing high-performance connection technology research [2] - The Kunshan factory is expected to be operational by the end of 2025 [2] - Current data center business includes applications in server power control and signal transmission modules [2] Group 3: Revenue and Profit Discrepancy - Revenue growth is not synchronized with net profit due to several factors: increased depreciation from investment projects, new share-based payment expenses, and reduced interest income from lower market rates [3] - Investment projects are seen as key growth drivers, with expected future revenue contributions [3] Group 4: Core Competencies in Robotics and Automotive - The company provides high-reliability connectors for automotive intelligent driving, addressing high-speed signal transmission and stability in harsh environments [3] - In humanoid robotics, precision connectors are designed for joint drive, power transmission, and visual perception modules [3] - The company has established technical competitiveness based on precision processing capabilities and high-frequency simulation technology [3]

Market Overview - On September 18, the other electronic sector declined by 1.33%, with Baibang Technology leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - Notable gainers in the other electronic sector included: - Zhongrong Electric (301031) with a closing price of 112.38, up 6.59% and a trading volume of 70,500 shares, totaling 785 million yuan [1] - Shihua Technology (688093) closed at 42.80, up 4.21% with a trading volume of 87,800 shares, totaling 375 million yuan [1] - Haoshanghao (001298) closed at 36.40, up 2.30% with a trading volume of 311,900 shares, totaling 112.5 million yuan [1] - Conversely, significant decliners included: - Zibang Technology (300736) closed at 14.25, down 6.25% with a trading volume of 144,000 shares, totaling 210 million yuan [2] - Shannon Chip (300475) closed at 75.51, down 3.69% with a trading volume of 486,200 shares, totaling 374.7 million yuan [2] - Igor (002922) closed at 20.94, down 3.59% with a trading volume of 198,900 shares, totaling 422 million yuan [2] Capital Flow - The other electronic sector experienced a net outflow of 1.075 billion yuan from institutional investors, while retail investors saw a net inflow of 1.136 billion yuan [2][3] - Key stocks with notable capital flows included: - Haoshanghao (001298) had a net inflow of 61.88 million yuan from institutional investors, while retail investors had a net outflow of 16.27 million yuan [3] - Zhongrong Electric (301031) saw a net inflow of 24.68 million yuan from institutional investors, with retail investors also experiencing a net outflow of 10.87 million yuan [3] - Jingquan Technology (002885) had a net inflow of 19.81 million yuan from institutional investors, while retail investors had a net outflow of 25.59 million yuan [3]

Core Viewpoint - The company, Weifeng Electronics, is actively engaged in the automotive intelligent driving, humanoid robotics, and data center sectors, leveraging its advanced connector technology to address specific industry challenges and enhance product performance [1]. Group 1: Automotive Intelligent Driving - The company provides automotive-grade reliable connectors designed for intelligent driving domain controllers and visual perception modules, focusing on high-speed signal transmission and stability in harsh environments [1]. Group 2: Humanoid Robotics - In the humanoid robotics sector, the company offers precision connectors that support joint drive, power transmission, and visual perception modules, designed to withstand vibration and electromagnetic interference for high-dynamic scenarios [1]. Group 3: Data Center - The company has products utilized in server power control within data centers and is actively developing technology reserves to meet the high-frequency data transmission demands of servers [1]. Group 4: Technical Competitiveness - The company's technical competitiveness across these three business areas is rooted in its precision processing capabilities, high-frequency simulation technology, and comprehensive scenario validation systems, enabling cross-industry technology transfer and rapid customer response [1].

Core Viewpoint - The company, Weifeng Electronics (301328.SZ), confirmed its products are applicable in the energy storage sector, including energy storage battery BMS systems and photovoltaic energy storage inverters [1] Group 1: Company Products - Weifeng Electronics produces connectors such as pin headers, pin sockets, BTB, and IDC, which can be utilized in the energy storage field [1]

提问 3：请问公司高精密连接器技术核心竞争力，护城河如 何？ 答：产品与技术方面，公司通过 20 余年深耕工业控制领域， 已形成丰厚扎实的技术与产品库，拥有超 5 万种料号储备，能够充 分满足工业场景对连接器高可靠性、强耐受性、长寿命周期及精度 一致性等严苛要求，同时能够快速响应客户多样的定制化需求。品 质与量产能力方面，连接器的竞争不仅是技术设计的竞争，更是精 密制造与品质管控能力的竞争。公司能够将高标准的设计方案转化 为稳定、可靠、批量的工业化产品，通过持续的生产工艺优化与自 动化设备投入，确保产品从实验室到规模生产的高度一致性与卓越 品质。客户协同方面，公司与头部客户长期协同研发，积累了应对 复杂应用场景的宝贵经验与解决方案库，响应速度快，客户粘性强， 构成了公司深厚的护城河。 提问 4：公司是否有布局高压连接器？ 答：公司专注于中低压连接器领域，基于技术深度、产品广度 与定制化能力所带来的差异化优势，构建了高毛利率的坚实壁垒。 因此，公司聚焦于市场空间更广阔、技术附加值更集中的中低压信 号传输精密连接器领域，是公司实现持续稳健盈利的战略选择。 证券代码：301328 证券简称：维峰电子 维峰电子（广东 ...

证券代码：301328 证券简称：维峰电子 公告编号：2025-045 为进一步加强与投资者的互动交流，维峰电子（广东）股份有限公司（以下 简称"公司"或"维峰电子"）将参加由广东证监局、广东上市公司协会联合举办 的"2025年投资者集体接待日暨辖区上市公司中报业绩说明会"，现将相关事项公 告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net）参与本次互动交流，活动时间为2025年9月19日（周五） 15:30-17:00。届时公司高管将在线就2025年半年度业绩、公司治理、发展战略、 经营状况和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广 大投资者踊跃参与！ 特此公告！ 维峰电子（广东）股份有限公司董事会 2025年9月15日 关于参加广东辖区2025年投资者 网上集体接待日活动的公告 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。 维峰电子（广东）股份有限公司 ...

| 银行 | | | | 江阴银行 | | | --- | --- | --- | --- | --- | --- | | 石油石化 | -0.56 | 78.75 | -3.44 | 科力股份 | -5.75 | | 社会服务 | -0.56 | 135.63 | 4.23 | 岭南控股 | -6.24 | | 纺织服饰 | -0.59 | 87.76 | -15.16 | 曼卡龙 | -5.35 | （文章来源：证券时报网） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 电子 | 5.80 | 2945.14 | 42.85 | 海光信息 | 20.00 | | 通信 | 5.42 | 1196.09 | 20.31 | 中际旭创 | 13.98 | | 计算机 | 3.31 | 1256.30 | 45.96 | 慧翰股份 | 20.00 | | 综合 | 2.96 | 58.04 | 74.56 | 东阳光 | 6.78 | | 农林牧渔 | 2.33 | ...

Group 1 - The other electronic sector increased by 0.26% compared to the previous trading day, with Igor leading the gains [1] - On the same day, the Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] - The table provided lists various stocks in the other electronic sector, showing their closing prices, percentage changes, trading volumes, and transaction amounts [1] Group 2 - The net inflow of main funds in the other electronic sector was 64.59 million yuan, while retail funds saw a net inflow of 31.52 million yuan [1] - Conversely, speculative funds experienced a net outflow of 96.11 million yuan [1] - Detailed fund flow data for individual stocks in the other electronic sector is available in the provided table [1]

（文章来源：证券日报） 证券日报网讯 9月9日晚间，维峰电子发布公告称，公司2025年第一次临时股东大会于2025年9月9日召 开，审议通过了《关于公司及全资子公司使用部分超募资金进行现金管理的议案》等。 ...

证券代码：301328 证券简称：维峰电子 公告编号：2025-044 维峰电子（广东）股份有限公司 2025年第一次临时股东大会决议公告 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。 重要提示： 1、本次股东大会未出现否决议案的情形； 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开情况 1、召开时间： （1）现场会议召开时间：2025 年 9 月 9 日（星期二）下午 15:00。 （2）网络投票时间：2025 年 9 月 9 日。其中，通过深圳证券交易所交易系 统进行网络投票的具体时间为：2025 年 9 月 9 日上午 9:15-9:25，9:30-11:30，下 午 13:00-15:00；通过深圳证券交易所互联网投票系统投票的具体时间为：2025 年 9 月 9 日上午 9:15 至下午 15:00 期间任意时间。 2、现场会议召开地点：东莞市虎门镇大宁文明路 15 号维峰电子（广东）股 份有限公司三楼会议室。 3、召开方式：现场投票和网络投票相结合的方式。 二、会议的出席情况 1、股东出席会议的总体情况 出席本次股东大会并投票 ...