Core Viewpoint - The company, Weifeng Electronics, has a low proportion of export business in its overall revenue and has diversified customer and market distribution, which limits its sensitivity to policy fluctuations in a single region [1] Group 1: Business Operations - The company is currently operating normally and in an orderly manner [1] - It plans to enhance its risk response capabilities through global production capacity layout and flexible supply chain management in response to changes in the international trade environment [1]

Core Viewpoint - Weifeng Electronics (301328.SZ) has adapted its products for energy storage systems, focusing on the medium and low voltage sectors, particularly in signal transmission and power control for photovoltaic inverters and energy storage battery modules [1] Group 1 - The company is actively engaging in the energy storage market, indicating a strategic shift towards renewable energy solutions [1] - The focus on medium and low voltage applications suggests a targeted approach to meet specific industry needs [1] - The adaptation of products for photovoltaic inverters highlights the company's commitment to supporting the growing solar energy sector [1]

Core Viewpoint - The company has confirmed that its products are compatible with energy storage systems, focusing primarily on the medium and low voltage sectors, such as photovoltaic inverters and energy storage battery modules for signal transmission and power control needs [1] Group 1 - The company responded to an investor inquiry regarding product compatibility with high-voltage energy storage systems [1] - The company's product offerings are primarily concentrated in the medium and low voltage segments [1] - Specific applications mentioned include photovoltaic inverters and energy storage battery modules [1]

Core Insights - On October 10, Weifeng Electronics experienced a decline of 2.15% with a trading volume of 99.65 million yuan [1] - The company reported a financing buy-in of 8.99 million yuan and a net financing buy of 1.92 million yuan on the same day [1] - As of October 10, the total financing and securities lending balance for Weifeng Electronics was 83.45 million yuan, which is 3.56% of its circulating market value, indicating a high level of financing [1] Financing Overview - On October 10, Weifeng Electronics had a financing buy-in of 8.99 million yuan, with a total financing balance of 83.45 million yuan, exceeding the 50th percentile level over the past year [1] - The company had no securities lending activity on October 10, with a securities lending balance of 0 yuan, placing it in the 80th percentile level over the past year [1] Company Profile - Weifeng Electronics (Guangdong) Co., Ltd. was established on November 29, 2002, and went public on September 8, 2022 [1] - The company specializes in the research, design, production, and sales of industrial control connectors, automotive connectors, and new energy connectors, with 99.12% of its revenue coming from electronic connectors [1] Financial Performance - As of June 30, 2025, Weifeng Electronics reported a revenue of 338 million yuan, representing a year-on-year growth of 40.19%, and a net profit of 54.93 million yuan, up 16.52% year-on-year [2] - The company has distributed a total of 146 million yuan in dividends since its A-share listing [2] Shareholder Structure - As of June 30, 2025, Weifeng Electronics had 11,300 shareholders, a decrease of 1.13% from the previous period, with an average of 3,026 circulating shares per shareholder, an increase of 1.14% [2] - Notable institutional shareholders include Nuoan Pioneer Mixed A, which is the fifth largest shareholder with 549,300 shares, and Hong Kong Central Clearing Limited, which is the sixth largest shareholder with 494,400 shares, having decreased its holdings by 135,400 shares [2]

Core Viewpoint - Weifeng Electronics is actively promoting product iteration and research innovation based on its strategic layout, with relevant business progress to be disclosed through official company announcements [2] Group 1 - The company responded to investor inquiries on October 9, indicating its commitment to advancing product development [2] - The focus on strategic layout suggests a long-term vision for growth and competitiveness in the market [2]

Group 1 - The solid-state battery concept continues to gain strength, leading to a surge in stock prices for companies such as Shanghai Washba, Lingge Technology, Dangsheng Technology, Zhongyi Technology, Haike Xinyuan, and Honggong Technology [1]

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。 证券代码：301328 证券简称：维峰电子 公告编号：2025-046 维峰电子（广东）股份有限公司 关于完成工商变更并换发营业执照的公告 3、类型：其他股份有限公司（上市） 5、经营范围：一般项目：电力电子元器件制造；电力电子元器件销售；电 子元器件制造；电子元器件批发；电子产品销售；模具制造；模具销售；五金产 品制造；五金产品批发；塑料制品制造；塑料制品销售；通用设备制造（不含特 种设备制造）；机械设备销售；软件开发；货物进出口；技术进出口；非居住房 地产租赁；物业管理；太阳能发电技术服务。（除依法须经批准的项目外，凭营 业执照依法自主开展经营活动） 维峰电子（广东）股份有限公司（以下简称"公司"）于 2025 年 8 月 22 日 召开第二届董事会第十九次会议、2025 年 9 月 9 日召开 2025 年第一次临时股东 大会，会议审议通过了《关于修订〈公司章程〉并办理工商变更登记的议案》。 具体内容详见公司于 2025 年 8 月 23 日在巨潮资讯网（http://www.cninfo.com.cn） ...

Core Viewpoint - The stock price fluctuations of Weifeng Electronics are influenced by multiple factors including market environment, capital preferences, and industry expectations, rather than being directly correlated with the business fundamentals [2] Company Summary - The core competitiveness of the company lies in its high reliability, high tolerance, anti-interference, and long-life technology advantages in the industrial-grade precision connector sector [2] - The company has established cooperation experience with several leading domestic and international clients, and its product quality has undergone rigorous validation [2] - Currently, the humanoid robot industry is still in the early stages of technological iteration and commercialization, with no large-scale demand formed yet [2] - The related business currently accounts for a small proportion of the company's revenue [2] - The company will continue to deepen technological collaboration, accelerate scenario implementation, and enhance customer introduction [2] - Investors are advised to focus on the long-term development logic of the industry and the company's proven technology conversion capabilities [2]

Group 1 - The company, Weifeng Electronics (301328), has not yet entered the liquid cooling sector as of September 22 [1]

Core Viewpoint - The company emphasizes its leadership in the robotics sector, but its stock performance has lagged behind the industry index due to various market factors rather than solely its product technology or customer applications [2]. Company Summary - The company's stock price fluctuations are influenced by market environment, capital preferences, and industry expectations, which do not directly correlate with its business fundamentals [2]. - The core competitive advantage lies in the high reliability, high tolerance, anti-interference, and long lifespan technology accumulated in the industrial-grade precision connector field [2]. - The company has established partnerships with several leading domestic and international clients, and its product quality has passed rigorous validation [2]. Industry Summary - The humanoid robotics industry is still in the early stages of technological iteration and commercialization, with no large-scale demand currently established [2]. - The related business segment contributes a small proportion to the company's overall revenue [2]. - The company plans to deepen technological collaboration, accelerate scenario implementation, and enhance customer integration, encouraging investors to focus on the long-term development logic of the industry and the company's proven technology conversion capabilities [2].