Juneway Electronic Technology(301458)
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存储大年叠加MLCC涨价潮来袭,AI算力与汽车电子多层轮利好驱动,电子元器件迎量价齐升机遇
Xin Lang Cai Jing· 2026-02-26 10:27
Group 1 - Mingyang Circuit focuses on the R&D, production, and sales of printed circuit boards (PCBs), covering high multilayer boards, HDI boards, and rigid-flex boards, widely used in industrial control, communication equipment, and automotive electronics. The demand for high-reliability, high-density PCBs is continuously growing due to industrial automation upgrades, 5G communication network construction, and the increasing penetration of new energy vehicles [1][32] - Weirgao specializes in the R&D, production, and sales of electronic-grade special epoxy resins and related composite materials, which are key raw materials for PCBs. The demand for high-frequency, high-temperature, and low-loss materials is increasing in 5G communication, data centers, and new energy vehicles, leading to an expanding market space for specialty epoxy resins [2][33] - Qiangda Circuit focuses on the R&D, production, and sales of high-density interconnect printed circuit boards (HDI), widely used in consumer electronics such as smartphones and tablets. The market demand for high-end products like high multilayer HDI and AnyLayer HDI is continuously growing due to the recovery of the consumer electronics market and the upgrade of smart terminal functions [3][34] Group 2 - Benchuan Intelligent specializes in the R&D, production, and sales of PCBs, with core products including communication boards, automotive boards, and industrial control boards. The market demand for high-reliability, high-frequency PCBs is expanding due to the construction of 5G base stations and the upgrade of new energy vehicle systems [4][35] - Kexiang Co., Ltd. focuses on the R&D, production, and sales of HDI and high multilayer boards, covering various fields including consumer electronics and automotive electronics. The demand for high-end PCBs is continuously growing due to the functional upgrades of consumer electronics and the increasing demand for automotive electronic systems [5][36] - Jinlu Electronics specializes in the R&D, production, and sales of PCBs, with core products including automotive electronic boards and communication boards. The demand for high-reliability, high-integration PCBs is continuously growing due to the increasing penetration of new energy vehicles and the deep coverage of 5G networks [6][37] Group 3 - Shengyi Technology is a leading global supplier of copper-clad laminates (CCL) and related electronic materials, with products widely used in PCBs and electronic packaging. The demand for high-end copper-clad laminates is continuously expanding due to the increasing demand for high-frequency, high-temperature materials in 5G communication and data centers [7][38] - Xiehe Electronics focuses on the R&D, production, and sales of PCBs, including high-frequency and high-speed boards. The market demand for high-end products is continuously growing due to the advancement of 5G networks and the expansion of new energy vehicle systems [8][39] - Shiyun Circuit specializes in the R&D, production, and sales of PCBs, covering automotive electronics, consumer electronics, and industrial control. The demand for high-reliability, high-integration automotive PCBs is continuously growing due to the increasing complexity of in-vehicle electronic systems [9][40]
钧崴电子(301458.SZ):暂未有电容方面的产品
Ge Long Hui· 2026-02-11 08:41
格隆汇2月11日丨钧崴电子(301458.SZ)在互动平台表示,公司暂未有电容方面的产品。 ...
钧崴电子:暂未有电容方面的产品
Mei Ri Jing Ji Xin Wen· 2026-02-11 08:35
钧崴电子(301458.SZ)2月11日在投资者互动平台表示,公司暂未有电容方面的产品,感谢您的关注。 (记者 张海妮) 每经AI快讯,有投资者在投资者互动平台提问:公司是否有电容方面的产品,比如钽电容、陶瓷电 容? ...
钧崴电子:近期并未有与英伟达团队相关的接待或参观安排

Ge Long Hui· 2026-02-05 12:59
格隆汇2月5日丨钧崴电子(301458.SZ)在互动平台表示,公司近期并未有与英伟达团队相关的接待或参 观安排。 ...
钧崴电子(301458.SZ):近期并未有与英伟达团队相关的接待或参观安排
Ge Long Hui· 2026-02-05 12:48
格隆汇2月5日丨钧崴电子(301458.SZ)在互动平台表示,公司近期并未有与英伟达团队相关的接待或参 观安排。 ...
2月3日重要公告一览
Xi Niu Cai Jing· 2026-02-03 02:59
Group 1 - Core viewpoint: Companies are announcing significant financial updates, including profit changes, new product approvals, and share repurchase plans [1][2][3][4][5][6][15] Group 2 - Company: Chip导科技 reported a revenue of 394 million yuan for 2025, a year-on-year increase of 11.52%, but a net profit of 106 million yuan, down 4.91% [1] - Company: 亿帆医药's subsidiary received a drug registration certificate for Vitamin K1 injection, which is used for treating vitamin K deficiency [2] - Company: 勤上股份 announced the termination of its share repurchase plan to stabilize stock prices [3] - Company: 极米科技 plans to repurchase shares worth between 50 million and 100 million yuan for employee stock ownership plans [4] - Company: 凌云光 intends to change the purpose of repurchased shares to cancellation, reducing total share capital from 461 million to 457 million shares [5] - Company: 苏州科达's general manager resigned, and the chairman will take over the role to ensure management continuity [6] - Company: 银轮股份 identified 徐铮铮 as a co-actual controller, following a retrospective recognition [7] - Company: 西南证券 received approval to issue bonds up to 14 billion yuan [8] - Company: 上港集团 expects a 1.3% year-on-year increase in container throughput for January [10] - Company: 宁波富达 plans to distribute a cash dividend of 0.7 yuan per 10 shares, totaling 101 million yuan [11] - Company: 协和电子 is investing 5 million yuan in a venture capital fund to enhance its understanding of high-tech industries [12] - Company: 乐鑫科技's controlling shareholder proposed a share repurchase plan of 50 million to 100 million yuan [13] - Company: 奥瑞德's subsidiary plans to invest approximately 145 million yuan in computing power equipment [14] - Company: 上汽集团 reported a 23.94% year-on-year increase in vehicle sales for January [15] - Company: 道恩股份 plans to acquire a foreign company's plastic business for 15.737 million USD [16] - Company: 红相股份 intends to transfer 100% equity of 南通瀚蓝 for 120 million yuan [17] - Company: 长龄液压 announced a tender offer to acquire 12% of its shares at 35.82 yuan per share [19] - Company: 润都股份 faces uncertainty regarding the approval of its innovative drug [20] - Company: *ST东易's asset injection plans face significant uncertainty [21] - Company: 棒杰股份 is undergoing a restructuring process that could improve its financial structure [22] - Company: 绿联科技 has submitted an application for H-share listing in Hong Kong [23] - Company: ST泉为 is facing a creditor's application for restructuring [24] - Company: 海思科's shareholders plan to reduce their holdings by up to 0.89% [25] - Company: 钧崴电子's shareholder plans to reduce holdings by up to 3% [26]
钧崴电子(301458.SZ):珠海晟澜拟减持不超3%股份
智通财经网· 2026-02-02 13:22
智通财经APP讯,钧崴电子(301458.SZ)发布公告,持股5.82%的股东晟澜(珠海)产业投资合伙企业(有限 合伙)(简称"珠海晟澜")计划在自公告披露之日起15个交易日后以集中竞价、大宗交易方式减持公司股份 不超过800万股(占公司总股本比例不超过3%)。 ...
钧崴电子:珠海晟澜拟减持不超3%股份
Zhi Tong Cai Jing· 2026-02-02 13:21
Core Viewpoint - Junwei Electronics (301458.SZ) announced that its shareholder, Zhuhai Shenglan Industrial Investment Partnership (Limited Partnership), holding 5.82% of shares, plans to reduce its stake by up to 8 million shares, accounting for no more than 3% of the company's total share capital, through centralized bidding and block trading after 15 trading days from the announcement date [1] Group 1 - Junwei Electronics is subject to a potential reduction in shareholding by a significant shareholder, which may impact market perception and stock performance [1] - The planned reduction of shares is set to occur through centralized bidding and block trading methods, indicating a structured approach to the divestment [1] - The shareholder, Zhuhai Shenglan, currently holds a 5.82% stake, highlighting the significance of the upcoming transaction in relation to the company's overall equity structure [1]
钧崴电子:股东晟澜(珠海)产业投资合伙企业(有限合伙)拟减持不超过3%
Guo Ji Jin Rong Bao· 2026-02-02 13:07
Group 1 - The core point of the announcement is that Shenglan (Zhuhai) Industrial Investment Partnership (Limited Partnership), a shareholder holding 5.82% of Junwei Electronics, plans to reduce its stake by up to 8 million shares, which represents a maximum reduction of 3% of the total share capital [1] - The reduction will occur through centralized bidding and block trading methods, starting 15 trading days after the announcement and lasting until June 3, 2026 [1] - Specifically, during any consecutive 90 natural days, the shareholder can reduce no more than 1% of the company's total share capital through centralized bidding, and no more than 2% through block trading [1]
钧崴电子(301458) - 关于持股5%以上股东减持公司股份的预披露公告
2026-02-02 13:00
钧崴电子科技股份有限公司 关于持股 5%以上股东减持公司股份的预披露公告 股东晟澜(珠海)产业投资合伙企业(有限合伙)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。 证券代码:301458 证券简称:钧崴电子 编号:2026-002 (一)本次拟减持具体安排 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: 持有本公司股份15,516,238股(占本公司总股本比例5.82%)的股东晟澜(珠 海)产业投资合伙企业(有限合伙)计划在自本公告披露之日起15个交易日后 以集中竞价、大宗交易方式减持本公司股份不超过8,000,001股(占本公司总股 本比例不超过3%)。 钧崴电子科技股份有限公司(以下简称"公司")于近日收到公司持股5%以 上股东晟澜(珠海)产业投资合伙企业(有限合伙)(以下简称"珠海晟澜")的 《股东减持股份计划告知函》,现将相关情况公告如下: 一、减持股东的基本情况 (一)股东名称 晟澜(珠海)产业投资合伙企业(有限合伙) (二)股东持股情况 截至本公告披露日,珠海晟澜持有本公司股份15,516,238股,占本公司总股 本比例5.82 ...