Core Viewpoint - The company has made a strategic investment in Shenzhen Xinzhan Technology Development Co., Ltd. (referred to as "Xinzhan") by increasing its capital participation, which is expected to enhance its competitiveness in the semiconductor storage sector [1][2] Group 1: Investment Details - The company has invested a total of RMB 20 million, acquiring a 5.55% stake in Xinzhan, which has a newly registered capital of RMB 333,333.33 [1] - The investment is part of a consortium that includes Shixi Capital, Huadeng, and Xinchuan Technology Center [1] Group 2: Industry Context - Xinzhan specializes in the research and development of high-performance enterprise-level SSD products, which are in high demand due to the growth in artificial intelligence and cloud infrastructure [1] - The enterprise storage sector is expected to experience strong growth, with applications in data centers for internet, cloud services, finance, and telecommunications, as well as in consumer electronics like smartphones and PCs [1] Group 3: Strategic Rationale - The investment aims to leverage Xinzhan's advantages in semiconductor high-performance enterprise storage control chips, modules, and data services, while combining it with the company's expertise in packaging and testing [2] - This collaboration is intended to drive technological innovation and business expansion in the semiconductor storage field, thereby enhancing the company's core competitiveness [2]

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]

截至发稿，蓝箭电子市值为52亿元。 每经头条（nbdtoutiao）——个人消费贷贴息明日开闸！贷30万元最多可享贴息3000元，一文读懂→ （记者 张喜威） 每经AI快讯，蓝箭电子（SZ 301348，收盘价：21.7元）9月1日晚间发布公告称，佛山市蓝箭电子股份 有限公司于2025年9月1日分别收到董事、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出具的《关于股份减持计划期限届满暨 实施情况的告知函》。公司股东赵秀珍、张国光、李永新减持计划实施完毕，共减持公司股份约65万 股，减持股份占公司总股份为0.293%。 2024年1至12月份，蓝箭电子的营业收入构成为：制造业占比98.37%，其他业务占比1.63%。 ...

2025年9月1日，蓝箭电子（301348）公告，截至8月29日，董事、总经理袁凤江未减持；董事、副总经 理赵秀珍通过集中竞价累计减持359,637股，占总股本0.166%；董事、副总经理张国光累计减持133,900 股，占比0.060%；监事李永新累计减持161,000股，占比0.067%。此前公司于5月8日披露减持预披露公 告，因2024年度权益分派，公司以资本公积每10股转增2股，总股本由2亿股增至2.4亿股。本次减持符 合相关法规，未违反减持计划，不会对公司产生重大影响。 ...

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 ...