Group 1 - The core viewpoint of the news is that LianDong Technology's stock has seen a significant increase, reflecting positive market sentiment and investor interest in the semiconductor industry [1] - LianDong Technology's main business involves the research, production, and sales of specialized equipment for semiconductor backend packaging and testing, with 86.15% of its revenue coming from automated testing systems [1] - The company was established on December 7, 1998, and went public on September 22, 2022, with a current market capitalization of 7.48 billion yuan [1] Group 2 - E Fund's fund, E Fund CSI Semiconductor Materials and Equipment Theme ETF Linked A, holds LianDong Technology as its tenth largest position, with 6,800 shares, representing 0.05% of the fund's net value [2] - The fund has achieved a return of 43.66% year-to-date, ranking 37th out of 199 in its category, and has a total asset size of 2.42 billion yuan [2] Group 3 - The fund manager of E Fund CSI Semiconductor Materials and Equipment Theme ETF Linked A is Li Shujian, who has been in the position for 2 years and 68 days, with a total asset size of 20.057 billion yuan [3] - During his tenure, the best fund return was 104.26%, while the worst return was -8.82% [3]

Group 1 - The core point of the article is that Liandong Technology (SZ 301369) announced a board meeting to discuss changes in the company's business scope and amendments to the articles of association [1] - The board meeting took place on November 11, 2025, combining in-person and remote voting methods [1] - For the year 2024, Liandong Technology's revenue composition is entirely from the specialized equipment manufacturing industry, accounting for 100.0% [1] Group 2 - As of the report, Liandong Technology has a market capitalization of 6.7 billion yuan [1]

证券代码：301369 证券简称：联动科技 公告编号：2025-089 佛山市联动科技股份有限公司 关于变更公司经营范围并修订《公司章程》相关条款的公告 备研发；机械设备销售；机械零件、零部件销售；电子产品销售；金属材料销售； 建筑用金属配件销售；专业设计服务；软件开发；软件销售；专用设备修理；通 用设备修理；仪器仪表修理；电子、机械设备维护（不含特种设备）；货物进出 口；技术进出口。（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） 。 本次变更后的经营范围以市场监督管理部门核准登记为准。 修订前 修订后 第十六条 公司的经营范围是：设计、 制造、加工、销售：半导体分立器件及 集成电路封装测试设备、激光打标设 备、电子仪表仪器、小功率激光器、视 像识别系统、机械零配件、计算机软件、 光机电一体化设备；销售：普通机械及 零配件，电子元件，电子计算机及零配 件，五金，交电，建筑材料，金属材料， 汽车零部件，摩托车零部件；服务：计 算机软件研发；货物进出口、技术进出 口。（依法须经批准的项目，经相关部 门批准后方可开展经营活动）。 根据自身发展能力和业务需要，经 修改本章程，并经有关审批机关批准和 公司 ...

证券代码：301369 证券简称：联动科技 公告编号：2025-090 佛山市联动科技股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或者重大遗漏。 根据《中华人民共和国公司法》（以下简称"《公司法》"）和《佛山市联 动科技股份有限公司章程》（以下简称"《公司章程》"）等相关规定，佛山市 联动科技股份有限公司（以下简称"公司"）第二届董事会第二十三次会议审议 通过了《关于提请召开 2025 年第四次临时股东会的议案》，决定于 2025 年 12 月 1 日下午 14:30 召开 2025 年第四次临时股东会。本次股东会采用现场投票与 网络投票相结合的方式进行，现就召开公司 2025 年第四次临时股东会的相关事 项通知如下： 一、召开会议的基本情况 1、股东会届次：2025 年第四次临时股东会。 （1）现场会议召开时间：2025 年 12 月 1 日（星期一）下午 14:30 开始； （2）网络投票时间：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 12 月 1 日上午 9:15-9:25、9:30-11:30，下午 13:00-15:00 ...

证券代码：301369 证券简称：联动科技 公告编号：2025-088 佛山市联动科技股份有限公司 第二届董事会第二十三次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或者重大遗漏。 一、董事会会议召开情况 佛山市联动科技股份有限公司（以下简称"公司"）第二届董事会第二十三 次会议（以下简称"本次会议"）于 2025 年 11 月 11 日在公司会议室以现场与 通讯表决相结合的方式召开，全体董事一致同意豁免本次会议通知时间要求，以 电子邮件、电话、口头方式向全体董事送达。 会议由公司董事长张赤梅女士主持，公司高级管理人员列席会议。本次会议 应出席董事人数 6 人，实际出席董事人数 6 人，其中独立董事张波先生、杨格先 生以通讯表决方式参会。本次会议的召集、召开符合《中华人民共和国公司法》 和《公司章程》等有关规定。 二、董事会会议审议情况 经与会董事充分讨论，本次会议审议并通过了如下议案： 针对上述经营范围变更事项，公司拟修订《公司章程》相关条款。董事会提 请股东会授权董事会及其授权人士办理相关工商变更及备案等事宜，授权有效期 限自公司股东会审议通过之日起至 ...

证券代码：301369 证券简称：联动科技 公告编号：2025-091 佛山市联动科技股份有限公司 关于控股股东、实际控制人权益变动触及 1%整数倍的公告 股东张赤梅女士、郑俊岭先生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。 权益变动触及 1%整数倍。 具体情况如下： 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： 1、本次权益变动为佛山市联动科技股份有限公司（以下简称"公司"）控 股股东、实际控制人张赤梅女士、郑俊岭先生实施已披露的减持股份计划，不 涉及要约收购。 2、本次权益变动后，公司控股股东、实际控制人张赤梅女士、郑俊岭先生 合计持有的公司股份数量由 45,000,000 股减少至 44,305,200 股，合计持股比例1由 64.33%下降至 63.34%，权益变动触及 1%整数倍。本次权益变动不会导致公司 控股股东、实际控制人发生变化，不会影响公司的治理结构和持续经营。 一、持股变动情况 公司于 2025 年 10 月 17 日披露了《关于控股股东、实际控制人及其一致行 动人股份减持计划的预披露公告》（公告编号：2025-08 ...

Group 1 - The core point of the news is that LianDong Technology's stock price has dropped by 5.02%, currently trading at 86.86 CNY per share, with a total market capitalization of 6.13 billion CNY [1] - LianDong Technology, established on December 7, 1998, specializes in the research, production, and sales of equipment for the semiconductor industry's backend packaging and testing [1] - The company's main revenue sources include 86.15% from semiconductor automated testing systems, 10.24% from semiconductor laser marking equipment and other electromechanical integration equipment, and 3.61% from parts, maintenance, and other technical services [1] Group 2 - According to data, Dachen Fund has a significant holding in LianDong Technology, with the Dachen CSI 360 Internet+ Index A fund holding 218,800 shares, representing 1.11% of the fund's net value [2] - The Dachen CSI 360 Internet+ Index A fund has a total scale of 788 million CNY and has achieved a return of 39.8% this year, ranking 1170 out of 4216 in its category [2] - The fund manager, Xia Gao, has been in position for 10 years and 344 days, with the best fund return during this period being 227.83% [3]

Group 1: Company Highlights - Liandong Technology focuses on semiconductor packaging and testing equipment, with strong technical capabilities in power semiconductor testing and third-generation semiconductor packaging [1] - The company has received attention from over 40 institutions, indicating a strong interest in its technological advancements and market expansion potential [1] - Liandong Technology's capital structure is rated AAA, ranking 45th among 5,164 A-share listed companies, reflecting its robust financial stability [1] Group 2: SWOT Analysis of Liandong Technology - Strengths include a capital structure exceeding industry benchmarks by 63.01%, providing a solid financial foundation for long-term operations [2] - Weaknesses are evident in its scale strength, which is 67.86% below industry benchmarks, indicating limited capacity for economies of scale [2] - Opportunities for growth exist, with significant potential to improve scale strength and operational efficiency compared to industry leaders [2] Group 3: Financial Performance - As of October 31, 2025, Liandong Technology's stock price was 86.08 CNY per share, slightly undervalued compared to a fair value estimate of 87.74 CNY [5] - The company has room for improvement in cash flow, operational efficiency, and asset quality, which could support upward price movement [5] Group 4: TianKang Bio Overview - TianKang Bio specializes in animal vaccines, feed production, and pig farming, with a focus on expanding its market share in the agricultural supply chain [6] - The company has received interest from multiple institutions, reflecting market confidence in its growth potential amid the recovery of the livestock industry [6] - TianKang Bio's cash flow and operational efficiency are rated AA, significantly above market averages, indicating strong financial health [6] Group 5: SWOT Analysis of TianKang Bio - Strengths include cash flow exceeding industry benchmarks by 29.36%, showcasing its strong financial management [7] - Weaknesses are present in its capital structure, which is 30.5% below industry benchmarks, indicating potential financial vulnerabilities [7] - Opportunities for improvement exist, particularly in capital structure and growth capabilities, which could enhance its competitive position [7] Group 6: Financial Performance of TianKang Bio - As of October 31, 2025, TianKang Bio's stock price was 7.38 CNY per share, significantly undervalued compared to a fair value estimate of 12.81 CNY [9] - The company could benefit from cost reductions and improvements in its capital structure to enhance its valuation [9] Group 7: Shunluo Electronics Overview - Shunluo Electronics is a leading provider of passive electronic components, focusing on the electronics and new energy sectors [10] - The company has established stable partnerships with numerous top-tier electronic device manufacturers, indicating strong market positioning [10] - Its profitability is rated AA, reflecting high efficiency and quality in its core business operations [11] Group 8: SWOT Analysis of Shunluo Electronics - Strengths include profitability exceeding industry benchmarks by 42.18%, indicating a competitive edge in the market [12] - Weaknesses are evident in its capital structure, which is 60.77% below industry benchmarks, suggesting financial stability concerns [12] - Opportunities for growth exist, particularly in improving its capital structure and operational efficiency to close the gap with industry leaders [12] Group 9: Financial Performance of Shunluo Electronics - As of October 31, 2025, Shunluo Electronics' stock price was 38.17 CNY per share, undervalued compared to a fair value estimate of 49.71 CNY [13] - The company has potential for price recovery if it can optimize its financial structure and enhance its growth capabilities [13] Group 10: Desay SV Overview - Desay SV specializes in smart cockpit, autonomous driving, and vehicle networking products, with a strong focus on technological innovation [15] - The company has received attention from various institutions, reflecting market interest in its growth prospects amid the automotive industry's shift towards smart technologies [15] - Its operational efficiency and development capabilities are rated AA, indicating strong performance in resource utilization and business growth [16] Group 11: SWOT Analysis of Desay SV - Strengths include development capabilities exceeding industry benchmarks by 43.21%, showcasing strong growth potential [16] - Weaknesses are present in its capital structure, which is 19.89% below industry benchmarks, indicating financial stability issues [16] - Opportunities for growth exist, particularly in improving its capital structure and benefiting from the increasing penetration of smart vehicles [16] Group 12: Financial Performance of Desay SV - As of October 31, 2025, Desay SV's stock price was 118.48 CNY per share, slightly below the fair value estimate of 129.53 CNY [17] - The company could further align its stock price with fair value by improving its asset quality and capital structure [17] Group 13: Arrow Home Overview - Arrow Home focuses on smart home and bathroom products, with a growing presence in the home renovation and real estate sectors [18] - The company has garnered interest from multiple institutions, indicating market confidence in its innovative product offerings [18] - Its cash flow and scale strength are rated BB, suggesting a solid foundation for growth [19] Group 14: SWOT Analysis of Arrow Home - Strengths are lacking compared to industry benchmarks, indicating significant room for improvement [20] - Weaknesses include development capabilities and asset quality significantly below industry standards, highlighting financial vulnerabilities [20] - Opportunities for growth exist, particularly in capital structure and profitability, which could enhance its competitive position [20] Group 15: Financial Performance of Arrow Home - As of October 31, 2025, Arrow Home's stock price was 8.11 CNY per share, undervalued compared to a fair value estimate of 10.86 CNY [21] - The company has potential for price recovery if it can leverage industry trends to improve its financial performance [21]

本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或者重大遗漏。 佛山市联动科技股份有限公司（以下简称"公司"）于 2025 年 4 月 16 日召 开第二届董事会第十七次会议、第二届监事会第十六次会议，审议通过了《关于 使用暂时闲置募集资金及自有资金进行现金管理的议案》，同意公司在确保不影 响募集资金投资项目建设和正常经营的情况下，使用总额不超过 60,000 万元（含 本数）的暂时闲置募集资金（含超募资金）和总额不超过 40,000 万元（含本数） 的闲置自有资金进行现金管理，额度有效期自股东大会审议通过之日起至下一年 度审议该事项的董事会或股东大会召开之日止。在上述额度及期限内，资金可以 循环滚动使用。该议案已经公司于 2025 年 5 月 13 日召开的 2024 年年度股东大 会审议通过。具体内容详见公司于 2025 年 4 月 18 日、2025 年 5 月 13 日在巨潮 资讯网（www.cninfo.com.cn）上披露的相关公告。 一、开立募集资金现金管理专用结算账户的情况 近日，因购买新的现金管理产品需要，公司在中国民生银行股份有限公司佛 山分行营业部、招 ...

Group 1 - The global semiconductor industry is gradually recovering after a cyclical adjustment in 2024, driven by demand from artificial intelligence, automotive electronics, industrial IoT, and consumer electronics, leading to continuous expansion in the power semiconductor market [1][3] - Silicon carbide (SiC) and gallium nitride (GaN) are identified as third-generation semiconductor materials with high power density and efficiency, showing significant market potential in electric vehicles, renewable energy generation, industrial equipment, and fast charging applications [3] - The company has established a self-controlled technology system in the high-power device, module, and third-generation semiconductor testing fields, maintaining long-term cooperation with leading international firms and domestic industry leaders [3] Group 2 - The QT-8400 series testing platform developed by the company has created a significant technological barrier in the full performance testing of SiC and GaN semiconductor wafers and modules, with characteristics such as high precision, high power, and wide voltage coverage, now entering mass production [3] - The company plans to continue increasing R&D investment to further solidify its leading position in the power semiconductor testing equipment market [3] - Industry experts believe that as the semiconductor industry enters a new phase of AI and renewable energy integration, the company is well-positioned to benefit from the growing demand for third-generation semiconductor testing and the acceleration of domestic substitution trends [3]