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？ ...

Core Viewpoint - The impact of U.S. tariff policies on Junwei Electronics is relatively limited, as the company focuses on technological innovation and product differentiation as its core competitive strategies [1] Group 1 - The company emphasizes its commitment to high value-added products, which helps maintain its competitive edge in the face of changing international trade environments [1] - Cost control remains a significant advantage for the company, contributing to its resilience against external economic pressures [1]

| | | 8月5日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 中马传动 | 不涉及机器人业务 | | 项目投资 | 回盛生物 | 拟投资建设兽用原料药绿色设备技改项目 | | 中标合同 | 珠江钢琴 | 白水寨公司中标白水寨风景名胜区白水仙瀑景区经营权招选项目 | | 经营数据 | 牧原股份 | 7月商品猪销售收入116.39亿元 | | 股权收购 | 嵘泰股份 | 拟收购中山澳多51%股权 | | 回购 | 舜禹股份 | 已累计回购3.07%股份 | | 业绩 | 长虹华意 | 上半年净利润2.57亿元 同比增长13.42% | | 增减持 | 光格科技 | 股东基石创投、方广二期拟合计减持不超4.04%股份 | | | 道道全 | 兴创投资拟增持5000万元-1亿元公司股份 | | 其他 | 豪恩汽电 | 拟定增募资不超11.05亿元 用于投资豪恩汽电深圳产线扩建项目等 | | | 英联股份 | 子公司与某知名圆柱电池公司签署《战略合作协议》 に 簡屋に | 【热点】 上纬新材(688585.SH)：如未来公司股票价格进一步上涨，可能再次 ...

Group 1 - The core point of the news is that Junwei Electronics plans to acquire 100% equity of Flat Electronics for 2.6 billion yen to enhance its global manufacturing flexibility and diversify its brand and product offerings [1][2] - The acquisition is expected to strengthen the company's long-term strategic planning and accelerate its overseas business expansion, thereby improving overall competitiveness and profitability [2] - The transaction will not affect the company's independence and is deemed to be in the best interest of all shareholders, particularly minority shareholders [2] Group 2 - The investment will be funded through the company's own funds and self-raised funds, ensuring that normal production and cash flow operations remain unaffected [2] - The supervisory board meeting was held on August 5, 2025, with all three members present, and the resolution for the acquisition was passed unanimously [1][2] - The detailed announcement regarding the acquisition can be found on the Shenzhen Stock Exchange and the Giant Tide Information Network [2]

Group 1 - The company held its 17th board meeting on August 5, 2025, with all 6 attending directors present, and the meeting was conducted in accordance with relevant laws and regulations [1][2]. - The board approved a proposal for the company's wholly-owned subsidiary, Yokohama Electronic Devices Co., Ltd., to acquire 100% equity of Flat Electronics Co., Ltd. for 2.6 billion Japanese yen [1][2]. - The transaction does not require shareholder approval and is within the board's authority, with management authorized to handle all related matters [2]. Group 2 - The acquisition is subject to necessary regulatory filings or approvals from domestic and foreign authorities [2]. - The transaction is not classified as a related party transaction or a major asset restructuring as per the relevant regulations [2].

Transaction Overview - The company plans to acquire 100% equity of Flat Electronics Co., Ltd. for 2.6 billion Japanese yen through its wholly-owned subsidiary, Yokohama Electronic Devices Co., Ltd. [1] - The board of directors has approved the investment and acquisition proposal, and the management has been authorized to handle all related matters [1]. Counterparty Information - The counterparty is Japan Innovation No. 1 Investment Limited Partnership, with a registered capital of 6.27 billion Japanese yen [2]. - There are no related party relationships between the counterparty and the company or its major shareholders [2]. Target Company Information - The target company, Flat Electronics Co., Ltd., specializes in the manufacturing and sales of resistors and other electronic components [2]. - As of the announcement date, the target company's equity is free from any encumbrances or legal disputes [2]. Financial Data - The target company's total assets as of January to June 2025 are approximately 2,491.34 million yen, with total liabilities of 784.78 million yen and net assets of 1,706.55 million yen [4]. - The target company's revenue for the fiscal year 2024 is projected to be 1,504.15 million yen, with a net profit of 177.17 million yen [4]. Valuation Methodology - The valuation of the target company was conducted using both the income approach and the asset-based approach, resulting in a significant difference in equity value estimates [5]. - The income approach yielded an equity value of 26,133.327 million yen, while the asset-based approach estimated it at 9,281.720 million yen, reflecting a difference rate of 181.56% [5]. Transaction Agreement Details - The agreement stipulates that the seller will transfer 1,592,000 shares of the target company to the buyer on the delivery date [6]. - The buyer is required to pay the transaction price after deducting the deposit, with additional payments if the agreement is executed after September 1, 2025 [6]. Strategic Purpose of the Acquisition - The acquisition aims to enhance the company's strategic development by entering the thin-film resistor market, leveraging the target company's technological expertise [8]. - The transaction is expected to accelerate the company's overseas business expansion and improve its overall competitiveness and profitability [8]. Legal and Regulatory Considerations - The transaction is subject to regulatory approvals and registration procedures, with some uncertainties regarding the approval process [9]. - The agreement is governed by Japanese law, and any disputes will be handled by the Tokyo District Court [8]. Conclusion - The acquisition of Flat Electronics Co., Ltd. is a strategic move for the company to diversify its product offerings and strengthen its global manufacturing capabilities [8].

（文章来源：证券日报） 证券日报网讯 8月5日晚间，钧崴电子发布公告称，公司第一届监事会第十六次会议审议通过《关于全 资子公司对外投资暨收购股权的议案》。 ...

（文章来源：证券日报） 证券日报网讯 8月5日晚间，钧崴电子发布公告称，公司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》。 ...

Core Viewpoint - Junwei Electronics (301458.SZ) plans to acquire 100% equity of Flat Electronics Co., Ltd. for 2.6 billion JPY, aiming to enhance its strategic development and global competitiveness [1] Group 1: Acquisition Details - The acquisition will be conducted by Junwei's wholly-owned subsidiary, Yokohama Electronic Devices Co., Ltd. (YED) [1] - The target company, Flat Electronics Co., Ltd., is a well-established thin-film resistor manufacturer in Japan with significant technological expertise [1] Group 2: Strategic Implications - This acquisition aligns with the company's long-term strategic planning and is expected to facilitate entry into the thin-film resistor market [1] - The transaction is anticipated to strengthen the company's global manufacturing flexibility and diversify its brand and product offerings [1] Group 3: Business Expansion - Leveraging its existing global sales network, the acquisition is expected to accelerate the company's overseas business expansion and enhance its overall industry positioning [1] - The deal aims to improve the company's comprehensive competitiveness and overall profitability [1]

Core Viewpoint - Junwei Electronics announced the acquisition of 100% equity in Flat Electronics Co., Ltd. for 2.6 billion JPY, aiming to enhance its strategic planning and operational development [1][2]. Group 1: Acquisition Details - The acquisition involves Junwei's wholly-owned subsidiary, Yokohama Electronic Devices Co., Ltd. (YED), which signed a share transfer agreement with Japan's Kyocho No. 1 Investment Limited Partnership [1]. - The acquisition does not involve personnel placement or land leasing, and there are no related party transactions or competition issues arising from this transaction [1]. Group 2: Financial Performance of Target Company - Flat Electronics Co., Ltd. was established in 2019, focusing on the manufacturing and sales of resistors and other electronic components, with projected revenues of 1.504 billion JPY and 703 million JPY for 2024 and the first half of 2025, respectively [2]. - The net profits for the same periods are expected to be 177 million JPY and 83.64 million JPY [2]. Group 3: Junwei Electronics' Financial Performance - In 2024, Junwei Electronics achieved a revenue of 659 million CNY, a year-on-year increase of 16.94%, and a net profit of 106 million CNY, up 17.39% [2]. - In Q1 2025, the company reported a revenue of 167 million CNY, an 18.8% increase year-on-year, with a net profit of approximately 34.41 million CNY, reflecting a significant growth of 57.71% [2]. Group 4: Strategic Implications - The acquisition is expected to facilitate Junwei's entry into the thin-film resistor market, enhance global manufacturing flexibility, and diversify its brand and product offerings [3]. - The transaction will leverage Junwei's existing global sales network to accelerate overseas business expansion and improve overall competitiveness and profitability [3]. - The funding for the acquisition will come from the company's own and self-raised funds, ensuring normal operational cash flow is maintained [3].