证券日报网讯钧崴电子（301458）11月18日在互动平台回答投资者提问时表示，公司始终高度重视资本 市场中的自身表现及价值体现，通过投资者热线、互动易平台、现场沟通、股东会等多渠道与投资者进 行交流，积极回答投资者问题。未来，公司将积极与机构投资者进行交流，将公司经营稳健，业绩良好 的基本面传递给市场，维护投资者对公司发展的信心。公司将不断扩展在细分领域的布局，拓展产品种 类和技术布局，让市场充分认知公司的核心竞争力与发展潜力，推动公司内在价值和市场价值协同增 长，应对被纳入中证1000指数后的市场关注与需求。 ...

Group 1 - The company operates its business in Taiwan through a branch established by its Hong Kong subsidiary, primarily serving local clients [1] - Nvidia is a long-term strategic partner of the company [1]

Core Viewpoint - Junwei Electronics (301458.SZ) maintains a long-term partnership with Qualcomm, focusing on the supply of high-precision current sensing resistors for Qualcomm's power management and verification platforms [1] Group 1 - The company confirmed that it does not participate in the agency of the AI200 and AI250 AI chips mentioned, indicating that its collaboration is primarily at the component supply level rather than chip agency or distribution [1]

Core Viewpoint - Junwei Electronics (301458.SZ) maintains a long-term partnership with Qualcomm, focusing on the supply of high-precision current sensing resistors for Qualcomm's power management and validation platforms [1] Group 1 - The company confirmed that it does not participate in the agency of the AI200 and AI250 AI chips mentioned, indicating that its collaboration with Qualcomm is primarily at the component supply level rather than chip agency or distribution [1]

Core Viewpoint - The passive component market is experiencing significant price increases, particularly in tantalum capacitors, driven by rising demand from AI applications, with price hikes reported between 20% and 30% [1] Group 1: Price Increases and Market Impact - Kemet, a subsidiary of Yageo Group, has issued a price increase notice for tantalum capacitors, marking the second price hike this year, expanding the customer base from agents to direct sales [1] - The domestic passive component index saw an increase of nearly 5% over the first three trading days of the week from October 27 to 29 [1] Group 2: Financial Performance of Related Stocks - In 2024, over 20 stocks in the passive component industry are projected to achieve a combined net profit of nearly 6.6 billion, reflecting a year-on-year growth of 17.8%, reversing the decline seen in 2022 and 2023 [1] - For the first three quarters of this year, these stocks reported a net profit of nearly 5.8 billion, representing a year-on-year increase of nearly 12% [1] Group 3: Individual Stock Performance - Notable individual stocks with net profit growth exceeding 20% in the first three quarters include Shunluo Electronics, Dali Kipu, Tongfeng Electronics, Junwei Electronics, and Shunluo Electronics [1] - Among the over 20 stocks, only five have outperformed the passive component index's growth of 20.98% while also achieving a net profit growth of over 10% in the first three quarters: Tongfeng Electronics, Aihua Group, Dali Kipu, Fala Electronics, and Junwei Electronics, with the latter two having year-to-date growth below 5% [1]

Core Viewpoint - Junwei Electronics has successfully acquired 100% of Flat Electronics Co., Ltd., marking a significant step in its international expansion and business development strategy [2][3] Group 1: Acquisition Details - Junwei Electronics' wholly-owned subsidiary, Yokohama Electronics, has completed the acquisition of Flat Electronics Co., Ltd. for a cash payment of 2.6 billion yen [2] - The acquisition was approved during the 17th meeting of the first board of directors held on August 5, 2025 [2] Group 2: Strategic Implications - The acquisition is aligned with Junwei Electronics' long-term strategic planning, aiming to enhance its global manufacturing flexibility and diversify its brand and product offerings [2] - Flat Electronics, as a local Japanese manufacturer with deep technical expertise in thin-film resistors, will facilitate Junwei's entry into the thin-film resistor market [2] - The transaction is expected to accelerate Junwei's overseas business expansion and improve its overall competitive and profitability capabilities [2]

Core Viewpoint - Junwei Electronics announced the completion of the acquisition of 100% equity in Flat Electronics Co., Ltd. by its wholly-owned subsidiary Yokohama Electronic Devices Co., Ltd. The transaction has been fully paid and completed as of the announcement date [1] Group 1 - The first board meeting of the company was held on August 5, 2025, where the investment and acquisition proposal was approved [1] - The acquisition involves cash payment to the counterpart, Japan Xiechuang No. 1 Investment Limited Partnership [1] - Flat Electronics Co., Ltd. will be included in the company's consolidated financial statements following the completion of the equity transfer [1]

一、基本情况 证券代码：301458 证券简称：钧崴电子 编号：2025-049 钧崴电子科技股份有限公司 关于全资子公司对外投资暨收购股权进展的公告 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、 误导性陈述或重大遗漏。 钧崴电子科技股份有限公司董事会 钧崴电子科技股份有限公司（以下简称"公司"）于 2025 年 8 月 5 日召开第一届 董事会第十七次会议审议通过了《关于全资子公司对外投资暨收购股权的议案》，同意 公司全资子公司株式会社横浜エレクトロニクス（Yokohama Electronic Devices Co., Ltd.） 以现金收购日本协创 1 号投资事业有限责任组合（以下简称"交易对手方"）所持有的 株式会社フラット电子（Flat Electronics Co., Ltd.）100%股权。具体内容详见公司于 2025 年 8 月 6 日在巨潮资讯网（http://www.cninfo.com.cn）上披露的《关于全资子公司对外 投资暨收购股权的公告》（公告编号：2025-033）。 二、进展情况 截至本公告披露之日，公司已按照协议约定向交易对手方支付了本次交易的全额 ...

Core Viewpoint - Junwei Electronics experienced a slight decline in stock price, with a trading volume of 174 million yuan and a net financing outflow of 11.87 million yuan on October 29, 2023 [1] Group 1: Financial Performance - As of September 30, 2023, Junwei Electronics reported a revenue of 573 million yuan for the first nine months of 2025, representing a year-on-year growth of 18% [2] - The net profit attributable to the parent company for the same period was 114 million yuan, reflecting a year-on-year increase of 25.27% [2] - Cumulative cash dividends since the A-share listing amount to 52.8 million yuan [2] Group 2: Shareholder and Market Activity - The number of shareholders for Junwei Electronics decreased by 18.87% to 20,100 as of September 30, 2023, while the average circulating shares per person increased by 23.25% to 3,215 shares [2] - The top circulating shareholder, Hong Kong Central Clearing Limited, increased its holdings by 746,900 shares to 898,200 shares [2] - The company had a total financing balance of 180 million yuan, accounting for 7.3% of its market capitalization [1]

Company Overview - The company specializes in the design, research and development, manufacturing, and sales of precision resistors and fuses for current sensing, with a strong market presence in both domestic and international markets [2][3]. - The brand names "华德", "Walter", "TFT", and "YED" have gained a good reputation among customers, establishing the company as a global leader in the precision current sensing resistor sector [2]. Financial Performance - In the first three quarters of 2025, the company achieved a revenue of ¥573,429,389.35, representing a year-on-year growth of 18.00% [4]. - The net profit attributable to shareholders was ¥114,174,886.97, reflecting a year-on-year increase of 25.27% [4]. - Growth was driven by seasonal demand in consumer electronics and significant orders from industrial and AI-related sectors [4]. Profitability and Market Position - The company maintains a high gross margin due to its strategic focus on high-tech segments, continuous R&D investment, and collaboration with leading industry clients [5]. - By targeting top-tier clients, the company achieves premium pricing and drives technological advancements, while also benefiting from economies of scale [5]. Product and Business Strategy - The core products include current sensing resistors and fuses, with a focus on deepening market penetration in traditional sectors like consumer electronics and home appliances [6]. - Future growth strategies involve expanding existing products into high-value sectors such as AI, industrial applications, automotive, and renewable energy [6]. M&A Strategy - The company adopts a cautious and synergistic approach to mergers and acquisitions, focusing on targets with similar business and technology profiles to minimize integration risks [7]. - The acquisition of Japan's Flat Electronics Co., Ltd. exemplifies this strategy, enhancing overseas market presence and adding value through complementary products and customer resources [7]. Overall Development Strategy - The company aims for growth through both organic and inorganic means, emphasizing R&D and product innovation while strategically pursuing acquisitions and partnerships [8]. - Recent acquisitions, such as that of Flat Electronics, are intended to enhance technology and product offerings while accumulating high-end customer resources [8].