Group 1 - The company, Junwei Electronics, is focusing on providing customized solutions to industry-leading clients to convert collaboration results into actual performance dividends [1] - The company is continuously tracking the demand in emerging markets such as AI servers and is accelerating its expansion in these areas [1] - Current fundraising projects are progressing steadily according to plan and market conditions [1]

证券日报网讯钧崴电子（301458）8月14日在互动平台回答投资者提问时表示，公司未参股液冷公司和 光模块。 ...

格隆汇8月14日丨钧崴电子(301458.SZ)在互动平台表示，公司未有参股液冷公司和光模块。 ...

Core Viewpoint - Junwei Electronics (301458) has established stable partnerships with well-known industry OEMs, indicating a strong position in the market for GPU graphics cards and power supply modules [1] Group 1 - The company responded to investor inquiries on August 8, confirming its collaboration with reputable OEMs in the industry [1] - The products of the company are applicable in GPU graphics cards and power supply modules, showcasing its diverse product offerings [1] - The company advised stakeholders to monitor future periodic announcements for specific supply details [1]

Core Viewpoint - Company reported strong financial performance in Q1 2025, with significant year-on-year growth in both revenue and net profit, driven by increased production capacity and new client acquisitions in the consumer electronics sector [2][7]. Financial Performance - In Q1 2025, company achieved revenue of 167 million yuan, representing an 18.8% increase year-on-year [2][7]. - The net profit attributable to shareholders reached 34.41 million yuan, a substantial increase of 57.71% compared to the previous year [2][7]. - The company's gross profit margin stood at 50.05%, indicating effective cost management and operational efficiency [7]. Market Position and Strategy - Company maintains a strong market share in the consumer electronics sector, with ongoing efforts to explore opportunities in other potential markets [3]. - The focus on high-value-added products and technological innovation helps the company avoid price wars and meet high-end market demands [4]. Product Innovation and Development - Continuous product innovation is expected to drive business growth, with a focus on high-precision, miniaturized, and low-resistance products [3][4]. - The company is one of the few globally capable of mass-producing ultra-small alloy resistors, leveraging unique technical barriers in materials, processes, and equipment [4][5][6]. Industry Trends and Opportunities - The rapid development of smart devices (I-terminals) is increasing demand for current sensing resistors, which are essential for monitoring circuit stability and functionality [6]. - The company has established a partnership with NVIDIA since 2017, providing comprehensive solutions for current sensing resistors, which is expected to enhance future growth prospects [6].

Group 1 - The company has entered the Xiaomi supply chain, with its products being applied in Xiaomi's smartphones and wearable devices [1] - Xiaomi is identified as a long-term customer of the company, indicating potential for future collaboration across multiple fields [1] - Currently, the company's products are not being used in Xiaomi's automotive sector [1]

钧崴电子在投资者互动平台表示，公司电阻产品在英伟达服务器中具体配置根据客户需求灵活适配。目 前公司产能保持在较高水平运行，能够稳定满足客户需求。 ...

Core Viewpoint - The company confirms its ability to meet customer demand for precision resistors used in NVIDIA's GB300 servers, indicating a flexible adaptation to client needs and maintaining high production capacity [1] Group 1 - The company’s resistors are configured based on customer requirements for NVIDIA servers, allowing for flexible adaptation [1] - The company maintains a high level of production capacity, ensuring stable fulfillment of customer demand [1] - Future production capacity will be gradually adjusted based on actual order situations to ensure supply chain stability and flexibility [1]

Group 1 - Jerry Holdings reported a net profit of 1.241 billion yuan for the first half of 2025, an increase of 14.04% year-on-year, with total revenue reaching 6.901 billion yuan, up 39.21% year-on-year [1] - Tian Tan Biological announced a net profit of 633 million yuan for the first half of 2025, a decrease of 12.88% year-on-year, with total revenue of 3.110 billion yuan, an increase of 9.47% year-on-year [2] - Shunbo Alloy achieved a net profit of 177 million yuan for the first half of 2025, a significant increase of 110.56% year-on-year, with total revenue of 7.126 billion yuan, up 11.75% year-on-year [7] Group 2 - Dashi Intelligent signed a contract for the Jingpai Building smart project with a total contract value of 34.06 million yuan, accounting for 1.07% of the company's audited revenue for 2024 [3] - Maglev Technology plans to invest 700 million yuan to establish a research and production base for maglev compressors, aiming to optimize product structure and enhance production capacity [4] - Koweil received government subsidies totaling 5.502 million yuan, which are expected to positively impact the company's profits for 2025 [5] Group 3 - Pengding Holdings reported a consolidated revenue of 3.002 billion yuan for July 2025, an increase of 12.28% compared to the same period last year [9] - Liuyou Group repurchased 544,500 shares at a price range of 18.29 to 18.36 yuan per share, totaling approximately 9.9828 million yuan [10] - Jin Xin Nong reported a sales revenue of 96.731 million yuan from pig sales in July 2025, with a total of 79,400 pigs sold [12] Group 4 - Jiangsu Huachen plans to use up to 70 million yuan of idle raised funds for cash management, investing in safe and liquid financial products [13] - Gongtong Pharmaceutical's subsidiary intends to purchase assets from an affiliate for 16.57 million yuan to build a wastewater treatment facility [15] - Tian Shi Li appointed Wang Yimin as the vice general manager, effective immediately [16] Group 5 - Zhejiang Yongqiang established a subsidiary in Indonesia with a registered capital of 230 billion Indonesian rupiah, focusing on overseas capacity investment and international trade [18] - Wangli Security received three invention patents, enhancing its product portfolio in security locks [20] - Shennong Group reported a sales revenue of 327 million yuan from pig sales in July 2025, with an average selling price of 14.73 yuan per kilogram [21] Group 6 - Dize Pharmaceutical's product DZD8586 received fast track designation from the FDA for treating relapsed refractory chronic lymphocytic leukemia [23] - Daqin Railway reported a cargo transportation volume of 31.79 million tons in July 2025, a year-on-year increase of 5.40% [24] - Xin Hongye's subsidiary won a bid for a nuclear-grade cable procurement project worth 81.58 million yuan [26] Group 7 - Hainan Hengbo established a wholly-owned subsidiary with a registered capital of 50 million yuan, focusing on technology services and new material technology research [26] - Changhong Huayi reported a net profit of 257 million yuan for the first half of 2025, an increase of 13.42% year-on-year, with total revenue of 6.628 billion yuan [27] - Haiguang Information achieved a net profit of 1.201 billion yuan for the first half of 2025, an increase of 40.78% year-on-year, with total revenue of 5.464 billion yuan [28] Group 8 - Dongmu Co. reported a net profit of 261 million yuan for the first half of 2025, an increase of 37.61% year-on-year, with total revenue of 2.930 billion yuan [29] - Hanma Technology announced the resignation of its executive vice president due to personal reasons [30] - Guangge Technology's shareholders plan to reduce their holdings by up to 4.04% of the company's shares [31] Group 9 - *ST Energy's subsidiary won a bid for an independent energy storage project with a total bid price of 320 million yuan for design and 301 million yuan for construction [32] - Chipeng Micro plans to reduce its holdings by up to 2% of the company's shares due to personal financial needs [33] - Ancar Detection announced a change in its controlling shareholder to Silicon Technology, with stock resuming trading [35] Group 10 - Dahao Technology's vice president is temporarily unable to perform duties due to health reasons [36] - Sanjiang Shopping's cooperation agreement with Hema will not be renewed after its expiration in March 2026 [37] - Huisheng Biological reported a net profit of 117 million yuan for the first half of 2025, a year-on-year increase of 325.88% [38] Group 11 - Dongshan Precision plans to increase capital in its subsidiary by 3.5 billion USD to support high-end PCB projects [39] - Yunnan Copper's subsidiary's bankruptcy liquidation application has been accepted by the court due to resource depletion [40] - Shanghai Bank's board member and chairman's qualifications have been approved by regulatory authorities [41] Group 12 - Junwei Electronics plans to acquire 100% of Flat Electronics Co., Ltd. for 2.6 billion yen to enter the film resistor market [42] - Daodaoquan's controlling shareholder plans to increase its stake in the company by 50 million to 100 million yuan [43] - Yinglian Co.'s subsidiary signed a strategic cooperation agreement with a well-known cylindrical battery company [45] Group 13 - Debang Technology's state integrated circuit fund plans to reduce its holdings by up to 3% of the company's shares [47] - Tianyi New Materials plans to sell part of its subsidiary's assets for 51.4 million yuan to improve cash flow [49] - Rongtai Co. intends to acquire 51% of Zhongshan Aoduo for 288 million yuan [51]

钧崴电子（301458.SZ）8月6日在投资者互动平台表示，尊敬的投资者，您好。公司的主营业务产品属 于电子产品的基础性元器件，理论上可应用于人形机器人相关产业链中的电流检测等应用场景，但目前 公司产品在该领域尚未有明显应用。人形机器人作为前沿科技的重要赛道，其对高精度电流检测的需求 日益增长，公司将继续加大研发投入，积极拓展新兴领域的行业机会。感谢您的关注。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司产品是否开始应用于人形机器人领域，未来前景 如何？ ...