Group 1 - A total of 30 companies were investigated by institutions on June 24, with 17 companies specifically targeted by funds [1][2] - The most popular company among funds was Steady Medical, which had 37 participating funds, followed by Obsidian Technology with 20 funds and Tianshan Electronics with 10 funds [1][2] - The companies investigated belong to 12 different industries, with the electronics and computer sectors having the highest representation, each with 3 stocks [1] Group 2 - Among the companies investigated, 9 had a total market capitalization of less than 10 billion yuan, including Aoya Co., Ltd., Weili Transmission, and Pengyao Environmental Protection [1] - In terms of market performance, 11 stocks among the investigated companies saw an increase in the last 5 days, with Tianshan Electronics, Obsidian Technology, and Honghua Digital Science leading with gains of 25.51%, 14.21%, and 6.00% respectively [1][2] - Conversely, 6 stocks experienced declines, with Mankalon, Aoya Co., Ltd., and Steady Medical showing the largest drops of 10.37%, 8.56%, and 6.61% respectively [1][2] Group 3 - In terms of net capital inflow over the last 5 days, 7 stocks saw positive inflows, with Obsidian Technology attracting the most at 105 million yuan, followed by Haixia Co., Ltd. and Robotech with inflows of 27.48 million yuan and 14.63 million yuan respectively [2]

Group 1: Investment and Business Strategy - The company has invested in New Storage Technology and Tianlian Chip through Wuhan Dingdian Industrial Fund, focusing on the three-dimensional phase change memory (PCM) field, establishing a full-chain layout from chip R&D to module manufacturing and application [2][3] - The first enterprise-level SSD hybrid disk is currently in the R&D and design stages, with collaborative efforts to promote PCM industrial applications alongside the company's automotive electronics and complex module business [3] Group 2: Financial Reporting and Performance - New Storage Technology and Tianlian Chip are not included in the company's consolidated financial statements, and their contributions to the 2025 performance and the next three years are yet to be determined [3] - The company’s automotive display products have been certified by major automotive manufacturers such as BYD, Dongfeng, and Changan, indicating a strong market presence [3] Group 3: Production and Infrastructure Development - The "Lingshan Base" focuses on large-size TFT automotive and complex module professional display products, with partial mass production already initiated, aiming to complete new factory construction by the end of 2025 [3][4] - The base aims to address capacity bottlenecks and meet high-end touch display module demands across various sectors, including smart home and financial data terminals [3] Group 4: Research and Development - The company is increasing investment in technology R&D for display, touch, and complex module integration products, as well as non-display thin-film button products and automotive electronics [4] - Collaboration with universities and research institutions is being pursued to maintain technological advantages and introduce high-end talent [4]

Group 1 - The company Tianshan Electronics has increased its share buyback efforts this year, repurchasing a total of 2.6339 million shares, which accounts for 1.3331% of its total share capital, with a total transaction amount of 59.9967 million yuan [2] - The buyback was conducted at a maximum price of 29.32 yuan per share and a minimum price of 18.75 yuan per share, remaining within the previously set price limits [2] - The company stated that the buyback reflects management's confidence in future development and aims to enhance investor confidence and protect shareholder interests [2] Group 2 - Tianshan Electronics has been deeply involved in the customized LCD display industry for 20 years, offering products such as monochrome LCD displays, color LCD modules, and touch screens [3] - The company has established a long-term strategic partnership with Shentianma, producing over 5,000 types of display application products, serving major clients like LG, BYD, and Panasonic [3] - Tianshan Electronics focuses on vertical integration of the display industry chain and aims to penetrate markets in automotive displays, smart home applications, and emerging Southeast Asian markets [3]

Core Viewpoint - Tianshan Electronics has successfully completed a share buyback, demonstrating confidence in its value and strategic future development [1][2] Group 1: Share Buyback Details - The company has repurchased a total of 2.6339 million shares, accounting for 1.3331% of its total share capital [1] - The buyback was executed at a reasonable price range, with a maximum price of 29.32 yuan per share and a minimum price of 18.75 yuan per share, totaling approximately 60 million yuan (excluding transaction fees) [1] - The funding for the buyback came from the company's own funds and special loan funds, successfully meeting the minimum buyback target of 50 million yuan without exceeding the upper limit of 80 million yuan [1] Group 2: Financial Performance - In 2024, the company achieved a revenue of 1.477 billion yuan, representing a year-on-year growth of 16.54%, and a net profit of 150 million yuan, up 39.99% year-on-year [1] - In the first quarter of 2025, the company reported a revenue of 395 million yuan, a year-on-year increase of 31.52%, and a net profit of approximately 35.94 million yuan, reflecting a year-on-year growth of 42.24% [1] Group 3: Future Outlook and Strategy - The repurchased shares are intended for employee stock ownership plans or equity incentives, aligning employee interests with company development [2] - The company aims to enhance its research and development investments, improve technological innovation capabilities, and expand market share while remaining responsive to market dynamics [2] - Tianshan Electronics is committed to sustainable development and maximizing shareholder value through a robust strategic approach [2]

证券代码：301379 证券简称：天山电子 公告编号：2025-063 广西天山电子股份有限公司 关于回购公司股份比例达到 1%及实施完成暨股份变动的公告 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、误导性陈述或者重大遗漏。 广西天山电子股份有限公司（以下简称"公司"）于 2024 年 12 月 27 日召开第 三届董事会第十二次会议及第三届监事会第十二次会议，审议通过了《关于回购公司 股份方案暨取得金融机构股票回购专项贷款承诺函的议案》，鉴于公司回购资金使用 金额已达到回购方案中的回购资金总额下限，且本次回购股份数量已能够满足公司 实施股权激励或员工持股计划的规模，根据回购公司股份方案的安排，公司经营管理 层决定本次回购公司股份事项实施完毕。根据《上市公司股份回购规则》《深圳证券 交易所上市公司自律监管指引第 9 号——回购股份》等相关法律法规和规范性文件 的规定，现将回购公司股份实施结果公告如下： 一、本次回购公司股份的基本情况 公司于 2025 年 6 月 5 日实施完成了 2024 年年度权益分派，根据中国证监会及 深圳证券交易所的相关规定相应调整回购股份价格上限，公司上 ...

Group 1 - The PCB concept sector experienced a short-term surge, with notable stocks such as Nord Shares (600110) and Zhengye Technology (300410) hitting the daily limit up [1] - Zhongjing Electronics (002579) previously reached the limit up, while companies like Zhongyi Technology (301150) and Qiangli New Materials (300429) saw increases exceeding 10% [1] - Other companies including Defu Technology (301511), Jiangnan New Materials (603124), Jiayuan Technology, Guanghua Technology (002741), and Tianshan Electronics (301379) also followed the upward trend [1]

Group 1: Solid-State Battery Sector - Nord Shares experienced a 10.12% increase over three consecutive days, attributed to solid-state battery developments [3] - Xiangtan Electric Chemical saw a first board increase of 10.05%, also linked to solid-state battery advancements [3] - Fengyuan Shares had a first board rise of 10.03%, driven by solid-state battery news [3] - Haike New Source achieved a first board increase of 20.02%, related to solid-state battery technology [3] - Keheng Shares recorded an 11.68% rise, associated with solid-state battery innovations [3] Group 2: Robotics Sector - Kaiwang Technology had a first board increase of 20.01%, driven by robotics and connectivity [5] - Rongtai Shares saw a first board rise of 10.01%, linked to robotics [5] - Baoxin Technology experienced a first board increase of 10.00%, attributed to robotics developments [5] - Jiangsu Leili recorded an 11.98% rise, associated with robotics [5] - Shuanglin Shares had a 10.06% increase, also related to robotics [5] Group 3: AI and Chip Industry - Guojin Securities reported that Nvidia's GB200/300 is actively increasing orders, predicting explosive growth for ASICs in 2025 and 2026, with many AI-PCB companies experiencing strong orders [6] - Marvell revised its data center and AI ASIC target share, increasing the total addressable market (TAM) for data centers to $94 billion by 2028, up from $75 billion, and for AI custom chips (ASIC) to $54 billion, up from $43 billion [9] Group 4: Oil and Gas Services - Reports indicate that U.S. officials are preparing for potential strikes on Iran, which may impact the oil and gas sector [11] Group 5: Digital Currency - Circle, the first stock of stablecoins, surged over 33% in the overnight market, closing at $199.59, which is more than 540% above its issue price of $31 [13] Group 6: Market Focus Stocks - Dongxin Peace saw a 10.02% increase over nine days, with six consecutive boards [18] - Zhun Oil Shares recorded a 9.96% rise over five consecutive boards [12] - Shandong Molong experienced a 10.00% increase over five consecutive boards [12]

Core Viewpoint - Tianshan Electronics (301379) announced that its supervisor, Mr. Huang Wanliang, has completed his share reduction plan, selling a total of 48,900 shares, which represents 0.0247% of the company's total share capital [1] Summary by Relevant Sections - Share Reduction Details - Mr. Huang Wanliang executed the share reduction through centralized bidding on June 16, 2025, selling 48,900 shares [1] - The shares sold account for 0.0247% of the total share capital and 0.0251% of the total share capital excluding shares held in the company's repurchase account [1] - Remaining Shareholding - After the reduction, Mr. Huang holds a total of 147,100 shares, which corresponds to a holding percentage of 0.0745% [1] - Completion of Plan - The share reduction plan was fully implemented on June 16, 2025 [1]

证券代码：301379 证券简称：天山电子 公告编号：2025-062 广西天山电子股份有限公司 关于部分监事股份减持计划实施完成的公告 公司监事黄万梁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。 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。 广西天山电子股份有限公司（以下简称"公司"）公司于 2025 年 5 月 22 日 在巨潮资讯网（www.cninfo.com.cn）披露了《关于部分高级管理人员、监事减 持股份计划预披露公告》（公告编号：2025-052）。公司监事黄万梁先生计划在 减持预披露公告之日起十五个交易日后的三个月内通过集中竞价方式减持公司 股份不超过 35,000 股，占公司总股本的比例 0.0247%（占剔除公司回购专用账 户中的股份数量后总股本的 0.0251%），且任意连续 90 日内通过证券交易所集 中竞价交易减持股份的总数不超过公司股份总数的 1%。若计划减持期间发生派 息、送股、资本公积金转增股本、配股等除权除息事项，上述拟减持股份数量将 相应进行调整，但减持股份占公司总股本的比例不变。 致。 由于公司 2024 ...

Core Viewpoint - Tianshan Electronics is accelerating its expansion while achieving positive performance, planning to invest approximately 188 million yuan of raised funds into two projects to enhance production capacity and overall competitiveness [1][2][3]. Investment Projects - The company plans to invest 116 million yuan in the Tianshan Electronics Tanwei Park vehicle LCD display module production line project, utilizing 115.8 million yuan of raised funds, with a construction period of one year [2]. - This project aims to increase annual production capacity by 25.346 million pieces, focusing on VA, medium and large size, and high value-added products to meet the demand for intelligent and large-screen products in the automotive sector [2][3]. - Additionally, the Tianshan Electronics Tanwei Park comprehensive capability enhancement project will require a total investment of 111 million yuan, with 72.6498 million yuan from raised funds and 38.2211 million yuan from self-owned funds, scheduled for two years [3]. Financial Performance - In the first quarter, the company achieved revenue of 395 million yuan, a year-on-year increase of 31.52%, and a net profit of 35.944 million yuan, up 42.24% [5]. - The non-recurring net profit reached 34.1844 million yuan, reflecting a significant growth of 83.19% [5]. - The strong performance in customized LCD display screens and modules, particularly in the automotive electronics sector, has been a key driver of revenue growth [5]. R&D and Competitive Advantage - The company has been increasing its R&D investment, with a total of 238 million yuan planned from 2020 to 2024, indicating a commitment to innovation and maintaining a competitive edge [1][5]. - As of the end of 2024, Tianshan Electronics holds 67 patents, including 11 invention patents, and has developed eight core technologies widely applied in production [6]. - The company's products exhibit superior technical performance compared to industry averages, particularly in high contrast, reliability, precision, and wide viewing angles [6].