Group 1 - The company has completed an investment of RMB 20 million in Shenzhen Xinzhan Su Technology Development Co., Ltd., acquiring a 5.55% stake in the company [1][2] - Shenzhen Xinzhan Su is engaged in the research and development of high-performance enterprise-level SSD products, which are expected to benefit from the growing demand in artificial intelligence and cloud infrastructure sectors [1] - The downstream applications of high-performance enterprise-level SSD products are diverse, primarily serving data centers for internet, cloud services, finance, and telecommunications, while also supporting AI computing power and integrated storage solutions [1] Group 2 - The investment aims to leverage the advantages of Xinzhan Su in semiconductor high-performance enterprise-level storage control chips, modules, and data services, combined with the company's expertise in packaging and testing [2] - This collaboration is intended to achieve resource synergy and technological empowerment, driving innovation and business expansion in the semiconductor storage field [2] - The investment is expected to enhance the company's core competitiveness in the semiconductor industry [2]

Core Viewpoint - Blue Arrow Electronics (301348.SZ) has made a strategic investment in Shenzhen Xinzhan Technology Development Co., Ltd. to enhance its core competitiveness and industry layout, holding a 5.55% stake after investing RMB 20 million [1] Company Summary - The investment involves collaboration with partners including Shixi Capital, Huaden, and Xinchuan Technology Center, aiming to leverage synergies and improve long-term sustainable development [1] - The company has signed agreements with existing shareholders of Xinzhan Technology to formalize the investment [1] Industry Summary - The target company specializes in high-performance enterprise SSD products, which are expected to benefit from strong demand in artificial intelligence and cloud infrastructure sectors [2] - The global semiconductor storage market is projected to grow from USD 165.5 billion in 2024 to USD 184.8 billion in 2025, reflecting an 11.7% year-on-year increase, and is expected to reach USD 214.8 billion by 2026 with a 16.2% growth [2] - The demand for enterprise SSDs is anticipated to rise significantly, with global shipment capacity expected to increase from 219 exabytes in 2024 to 517.6 exabytes by 2028, and market capacity projected to grow from USD 26.2 billion to USD 32.4 billion [2] - High-performance enterprise SSDs are widely used in data centers across various sectors, including internet, cloud services, finance, and telecommunications, while also supporting AI computing and integration [2]

Core Viewpoint - Blue Arrow Electronics (301348.SZ) has made a strategic investment in Shenzhen Xinzhan Technology Development Co., Ltd. to enhance its core competitiveness and industry layout, holding a 5.55% stake after investing RMB 20 million [1] Company Summary - The investment involves collaboration with Shixi Capital, Huaden, and Xinchuan Technology Center, aiming to leverage synergies and improve long-term sustainable development [1] - The company has signed agreements with existing shareholders of Xinzhan Technology to formalize the investment [1] Industry Summary - The target company specializes in high-performance enterprise SSD products, which are expected to benefit from strong demand in artificial intelligence and cloud infrastructure sectors [2] - The global semiconductor storage market is projected to grow from USD 165.5 billion in 2024 to USD 184.8 billion in 2025, reflecting an 11.7% year-on-year increase, and further increase to USD 214.8 billion by 2026 with a 16.2% growth [2] - The demand for enterprise SSDs is anticipated to rise significantly, with global shipment capacity expected to grow from 219 exabytes in 2024 to 517.6 exabytes by 2028, and market capacity increasing from USD 26.2 billion to USD 32.4 billion [2] - High-performance enterprise SSDs are widely used in data centers across various sectors, including internet, cloud services, finance, and telecommunications, while also supporting AI computing needs [2]

Core Viewpoint - The company has invested 20 million yuan in Shenzhen Xinzhan Su Technology Development Co., Ltd., acquiring a 5.55% stake to enhance its presence in the semiconductor packaging and testing sector [1] Investment Details - The company has increased its registered capital by 333,300 yuan through this investment [1] - The investment aims to promote synergies in the high-performance enterprise storage field with Xinzhan Su [1] Operational Impact - The company believes that this investment will not affect its daily operations or lead to changes in the scope of consolidated financial statements [1] - This investment does not constitute a related party transaction or a major asset restructuring [1]

证券代码：301348 证券简称：蓝箭电子 公告编号：2025-036 佛山市蓝箭电子股份有限公司（以下简称"公司"、"蓝箭电子"）基于公司长远 可持续发展的战略规划，为更好地进行公司主营业务上下游的产业布局，发挥协同效应， 提升公司核心竞争力，公司与合肥石溪兆易创智创业投资基金合伙企业（有限合伙）（以 下简称"石溪资本"）、杭州恒凌祺企业管理咨询合伙企业（有限合伙）（以下简称"华 登"）以及北京芯创联科技中心（有限合伙）（以下简称"芯创联"）向深圳芯展速科 技发展有限公司（以下简称"芯展速""标的公司"）进行增资参股。公司已完成以自 有资金人民币 2,000.00 万元认缴芯展速新增注册资本出资额人民币 333,333.33 元，本次 投资完成后，公司直接持有芯展速 5.55%的股权。公司和本次其他投资方与芯展速原有 股东共同签署《关于深圳芯展速科技发展有限公司之增资协议》《关于深圳芯展速科技 发展有限公司之股东协议》。 本次对外投资事项不构成关联交易，也不构成《上市公司重大资产重组管理办法》 规定的重大资产重组情况。根据《深圳证券交易所创业板股票上市规则》《深圳证券 交易所上市公司自律监管指引第 2 号— ...

Core Viewpoint - The A-share market shows a mixed performance with the Shanghai Composite Index closing at 3820.98 points, slightly below the previous day, with a decline of 0.96% and a total trading volume of 1,472.176 billion yuan [1] Group 1: Market Performance - The Shanghai Composite Index is currently above the annual line, indicating a positive long-term trend despite the recent decline [1] - A total of 10 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] Group 2: Notable Stocks - The stocks with the largest deviation rates include: - Renfu Pharmaceutical (600079) with a deviation rate of 8.06% and a daily increase of 9.99% [1] - Shangneng Electric (300827) with a deviation rate of 7.79% and a daily increase of 10.60% [1] - Zhengfan Technology (688596) with a deviation rate of 3.15% and a daily increase of 4.01% [1] - Other stocks with smaller deviation rates that have just crossed the annual line include: - Jinyuan Co. (000546) with a deviation rate of 0.07% and a daily increase of 0.80% [1] - Blue Arrow Electronics (301348) with a deviation rate of 0.65% and a daily increase of 1.06% [1]

Core Viewpoint - Blue Arrow Electronics announced the completion of a share reduction plan by its shareholders, resulting in a total reduction of approximately 650,000 shares, which accounts for 0.293% of the company's total shares [1] Group 1: Shareholder Actions - Shareholders Zhao Xiuzhen, Zhang Guoguang, and Li Yongxin have completed their share reduction plan [1] - The share reduction was officially communicated through a notice from the company's board members [1] Group 2: Financial Performance - For the year 2024, Blue Arrow Electronics' revenue composition is as follows: manufacturing accounts for 98.37%, while other businesses contribute 1.63% [1] - The current market capitalization of Blue Arrow Electronics is 5.2 billion yuan [1]

Core Points - The announcement from Blue Arrow Electronics (301348) indicates that as of August 29, 2025, the General Manager Yuan Fengjiang did not reduce his holdings, while other executives and supervisors have made reductions in their shareholdings [1] - Vice General Manager Zhao Xiuzhen reduced her holdings by 359,637 shares, accounting for 0.166% of the total share capital [1] - Vice General Manager Zhang Guoguang reduced his holdings by 133,900 shares, representing 0.060% of the total share capital [1] - Supervisor Li Yongxin reduced his holdings by 161,000 shares, which is 0.067% of the total share capital [1] - The company had previously announced a share increase plan on May 8, 2025, where for every 10 shares, 2 shares would be issued from capital reserves, increasing the total share capital from 200 million shares to 240 million shares [1] - The current reductions in shareholdings comply with relevant regulations and do not violate the reduction plan, and are not expected to have a significant impact on the company [1]

董事、总经理袁凤江先生；董事、副总经理、财务总监赵秀珍女士；董事、 副总经理、董事会秘书张国光先生；监事李永新先生分别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。 证券代码：301348 证券简称：蓝箭电子 公告编号：2025-035 注 1:上述股东减持股份来源为公司首次公开发行前已发行的股份。 注 2:因公司 2024 年年度权益分派方案于 2025 年 7 月 4 日实施完毕，以资本公积向全体股 东每 10 股转增 2 股，转增后公司股本由 200,000,000 股变更为 240,000,000 股。 注 3:"减持股数（股）"按实际减持股份数量填列，"减持比例"按实际减持时点总股本 数据计算填列。 注 1:因公司 2024 年年度权益分派方案于 2025 年 7 月 4 日实施完毕，以资本公积向全体股 东每 10 股转增 2 股，转增后公司股本由 200,000,000 股变更为 240,000,000 股，即表格中 "本次减持前持有股份"涉及的"占总股本比例"的总股本按照 200,000,00 ...

Core Points - The company will not distribute cash dividends or issue bonus shares for the reporting period [2] - The company plans to distribute a cash dividend of 0.6 RMB per 10 shares, totaling 12 million RMB, and to increase capital by issuing 2 additional shares for every 10 shares held, resulting in a total of 40 million new shares [3][4] - The total share capital after the capital increase will be 240 million shares [3] - The appointment of a new deputy general manager, Mr. Li Yi, was approved by the board [5] Financial Data and Indicators - The company does not require retrospective adjustments or restatements of previous accounting data [2] - There were no changes in the controlling shareholder or actual controller during the reporting period [3] Important Matters - The profit distribution plan for 2024 was approved in meetings held on April 27, 2025, and the annual shareholders' meeting on June 20, 2025 [3][4] - The implementation of the 2024 equity distribution was completed on July 4, 2025 [4]