证券代码：301458 证券简称：钧崴电子 编号：2025-033 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。 一、交易概述 1、基于公司战略规划和经营发展需要，钧崴电子科技股份有限公司（以下 简称"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.，以下简称"YED"）拟以现金 26 亿日元收购日本协 创 1 号投资事业有限责任组合所持有的株式会社フラット电子（Flat Electronics Co., Ltd.，以下简称"标的公司"）100%股权（以下简称"本次交易"）。 2、公司于 2025 年 8 月 5 日召开了第一届董事会第十七次会议，经全体董 事一致同意，审议通过了《关于全资子公司对外投资暨收购股权的议案》，根据 《深圳证券交易所创业板股票上市规则》等有关法律、法规、规范性文件及 《钧崴电子科技股份有限公司章程》的相关规定，本次交易事项在公司董事会 审批权限内，无需提交公司股东会审议。董事会授权公司管理层全 ...

Core Points - Junwei Electronics (301458) closed at 33.71 yuan on August 1, 2025, down 2.8% with a turnover rate of 7.57% and a trading volume of 48,900 lots, amounting to 166 million yuan [1] - The company experienced a net outflow of main funds amounting to 26.70 million yuan, accounting for 16.12% of the transaction amount, with large orders seeing a net outflow of 14.82 million yuan [1] Financial Performance - For the first quarter of 2025, Junwei Electronics reported total operating revenue of 167 million yuan, a year-on-year increase of 18.80% [1] - The net profit attributable to shareholders was 34.41 million yuan, reflecting a year-on-year growth of 57.71% [1] - The company's non-recurring net profit was 34.03 million yuan, up 60.57% year-on-year [1] - Key financial ratios include a current ratio of 9.656, a quick ratio of 9.024, and a debt-to-asset ratio of 11.48% [1] Company Overview - Junwei Electronics was established in 2014 and is located in Jiangmen City, primarily engaged in the manufacturing of computers, communications, and other electronic devices [2] - The company has a registered capital of 266.67 million yuan and a paid-in capital of 200 million yuan [1] - The legal representative of the company is Yan Ruizhi [1] Investment and Intellectual Property - Junwei Electronics has made investments in 5 external companies and participated in 3 bidding projects [2] - The company holds 2 trademark registrations and 67 patents, along with 30 administrative licenses [2]

钧崴电子8月1日披露，截至7月31日公司股东户数为24744户，较上期（7月20日）减少2730户，环比降 幅为9.94%。这已是该公司股东户数连续第3期下降。 证券时报·数据宝统计，截至发稿，钧崴电子收盘价为33.71元，下跌2.80%，本期筹码集中以来股价累 计下跌5.04%。具体到各交易日，5次上涨，5次下跌。 公司发布的一季报数据显示，一季度公司共实现营业收入1.67亿元，同比增长18.80%，实现净利润 3441.29万元，同比增长57.71%，基本每股收益为0.1300元，加权平均净资产收益率2.73%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司有跟维谛技术有合作吗？ 钧崴电子（301458.SZ）7月31日在投资者互动平台表示，公司暂未与维谛技术有合作。 （文章来源：每日经济新闻） ...

钧崴电子：目前公司产品暂未应用于小米汽车，小米为公司长期客户，未来将在多领域探讨合作机会。 ...

Group 1 - The company, Junwei Electronics, has received approval from the China Securities Regulatory Commission for its initial public offering (IPO) of 66.67 million shares, which will be listed on the Shenzhen Stock Exchange on January 10, 2025 [1] - After the IPO, the total share capital of the company will be 266.67 million shares, with 205.58 million shares subject to trading restrictions, accounting for 22.91% of the total share capital post-IPO [1] - The restricted shares from the IPO will be eligible for trading after a six-month lock-up period, expiring on July 10, 2025 [2] Group 2 - The shareholders of the restricted shares have adhered to the lock-up commitments, with no violations reported that would affect the listing of these shares [2] - The number of restricted shares being released is 3.47 million, which will reduce the proportion of restricted shares from 77.09% to 75.79% of the total share capital [3] - The total share capital remains unchanged at 266.67 million shares, with the structure of restricted and unrestricted shares adjusted accordingly [4] Group 3 - The sponsor, Huatai United Securities, has confirmed that the application for the release of restricted shares complies with relevant regulations and that the information disclosed by the company is accurate and complete [5]

核查意见 华泰联合证券有限责任公司 关于钧崴电子科技股份有限公司 限售股份上市流通事项的核查意见 华泰联合证券有限责任公司（以下简称"华泰联合证券"或"保荐人"）作 为钧崴电子科技股份有限公司（以下简称"钧崴电子"或"公司"）首次公开发 行股票并在创业板上市持续督导阶段的保荐人，根据《证券发行上市保荐业务管 理办法》《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律 监管指引第 13 号——保荐业务》等有关规定，对钧崴电子限售股份持有人持有 的限售股份将上市流通情况进行了认真、审慎的核查，并发表本核查意见，具体 情况如下： 一、首次公开发行股份概况 经中国证券监督管理委员会《关于同意钧崴电子科技股份有限公司首次公开 发行股票注册的批复》（证监许可［2024］1487 号文）同意注册，公司首次公开 发行人民币普通股（A 股）股票 6,666.67 万股，并于 2025 年 1 月 10 日在深圳证 券交易所创业板上市。首次公开发行股票后，公司总股本为 26,666.67 万股，其 中有流通限制或限售安排的股份数量为 20,558.1657 万股，占发行后总股本的比 例为 77.09%；无流通限制及 ...

1、本次上市流通的限售股份为钧崴电子科技股份有限公司（以下简称"公 司"）首次公开发行网下发行限售股份。 证券代码：301458 证券简称：钧崴电子 编号：2025-030 钧崴电子科技股份有限公司 关于首次公开发行网下限售股解禁上市流通的提示性公告 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。 特别提示： 2、本次上市流通的限售股东户数共计5,664户，解除限售的股份数量合计为 346.6273万股，占公司总股本的1.30%，限售期为自公司股票首次公开发行并在 深圳证券交易所上市之日起6个月。 3、本次限售股份上市流通日期为2025年7月10日（星期四）。 一、首次公开发行股份概况 经中国证券监督管理委员会《关于同意钧崴电子科技股份有限公司首次公开 发行股票注册的批复》（证监许可［2024］1487号文）同意注册，公司首次公开 发行人民币普通股（A股）股票6,666.67万股，并于2025年1月10日在深圳证券交 易所创业板上市。首次公开发行股票后，公司总股本为26,666.67万股，其中有流 通限制或限售安排的股份数量为20,558.1657万股，占发行 ...

Group 1 - A total of 201 companies listed on the ChiNext board reported their latest shareholder numbers as of June 10, with 69 companies experiencing a decline in shareholder numbers compared to the previous period, and 13 of these saw a decline exceeding 5% [1] - The company with the largest decline in shareholder numbers is Shanshui Bide, which reported 4,744 shareholders, a decrease of 22.00% from May 31, while its stock price has increased by 6.45% since the concentration of shares began [1] - Another notable decline was observed in Degu Tech, with 13,078 shareholders, a decrease of 10.51%, and its stock price has risen by 13.27% during the same period [1] Group 2 - Continuous decline in shareholder numbers has been noted for 22 companies, with some experiencing a reduction for more than three consecutive periods, and one company has seen a decline for 14 consecutive periods [1] - Among the companies with significant declines, Chuangyitong reported 11,101 shareholders, a cumulative decrease of 36.15%, while Junwei Electronics had 27,517 shareholders, down 24.39% [2] - The average increase in stock prices for concentrated shareholding companies since June 1 is 4.65%, with notable increases for Taotao Automotive, Chuanwang Media, and Tianfu Communication, which rose by 34.44%, 31.80%, and 28.87% respectively [2] Group 3 - The data indicates that certain sectors, including machinery, automotive, and electronics, have the highest concentration of companies with declining shareholder numbers, with 10, 9, and 9 companies respectively [2] - As of June 12, 24 concentrated shareholding companies have attracted leveraged funds, with notable increases in financing balances for Chuangshikeji, Gangdi Technology, and Taotao Automotive, which grew by 22.40%, 21.45%, and 16.90% respectively [2]

Core Viewpoint - The Chinese automotive fuse industry is experiencing rapid growth driven by the booming automotive sector, particularly in the new energy vehicle (NEV) market, with a projected market size of 1.6 billion yuan in 2024, representing a year-on-year growth of 38.17% [1][10]. Industry Overview - Automotive fuses, also known as automotive circuit breakers, are critical components in vehicle electrical systems, designed to protect against overloads and short circuits by automatically disconnecting the circuit [2]. - The industry has evolved through four main stages: initial technology accumulation, standard transition, domestic replacement, and the current phase of intelligent transformation [3][4]. Industry Development History - The industry began with technology accumulation from the 1950s to the 1970s, followed by a transition to international standards in the 1980s, leading to improvements in product quality and reliability [3]. - From 1996 to 2010, domestic manufacturers began to close the gap with foreign brands, while the period from 2011 onwards has seen a shift towards high-voltage and intelligent fuses due to the rise of NEVs [4]. Industry Supply Chain - The upstream supply chain includes raw materials such as conductive metals (copper, silver), insulating materials (ceramics, glass), and arc-extinguishing materials [6]. - The midstream involves the manufacturing of automotive fuses, while the downstream is primarily the automotive industry [6]. Market Size - The automotive fuse market in China is expected to reach 1.6 billion yuan in 2024, with high-end products like incentive and intelligent fuses seeing a penetration rate exceeding 15% [10]. Key Companies' Performance - The competitive landscape is characterized by foreign brands dominating the high-end market, while domestic companies like Zhongrong Electric are gaining market share through technological advancements [12]. - Zhongrong Electric has achieved over 20% global market share in high-voltage fuses for NEVs, while Haoli Technology focuses on cost advantages in the traditional and mid-range NEV markets [12]. Industry Development Trends 1. **Technological Upgrades and High-End Breakthroughs** - The industry is moving towards higher voltage and current capabilities, with new products exceeding 1000V being developed [17]. - Intelligent fuses with integrated communication interfaces and self-diagnostic functions are becoming essential for safety in autonomous driving and vehicle networking [17]. 2. **Diversification of Market Demand and Scene Expansion** - The application of automotive fuses is expanding beyond traditional vehicles to include the entire new energy vehicle supply chain, with increasing demand in charging stations and energy storage systems [19]. 3. **Deepening Domestic Replacement and Global Layout** - Domestic manufacturers are accelerating the replacement of foreign brands and expanding globally, with companies like Zhongrong Electric establishing subsidiaries abroad to mitigate trade barriers [20].