Group 1 - The company, Siquan New Materials (301489), stated on October 15 that its products can be applied in VR, AR, and MR smart wearable devices [1]

Group 1 - The company, Siquan New Materials, indicated that the latest number of shareholders as of September 30, 2025, will be available in the third quarter report of 2025 [2]

Market Overview - The electronic chemicals sector increased by 0.31% on October 15, with Anji Technology leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Top Performers - Anji Technology (Code: 6108889) closed at 211.00, up 3.53% with a trading volume of 41,100 lots and a transaction value of 852 million [1] - Guanghua Technology (Code: 002741) closed at 22.02, up 3.43% with a trading volume of 227,600 lots and a transaction value of 496 million [1] - Tu Ci Materials (Code: 300285) closed at 22.78, up 2.52% with a trading volume of 196,500 lots and a transaction value of 439 million [1] Underperformers - Siquan New Materials (Code: 301489) closed at 211.95, down 5.80% with a trading volume of 59,000 lots and a transaction value of 1.237 billion [2] - Huate Gas (Code: 688268) closed at 68.16, down 4.00% with a trading volume of 55,600 lots and a transaction value of 377 million [2] - Qiangli New Materials (Code: 300429) closed at 14.43, down 3.09% with a trading volume of 392,600 lots and a transaction value of 565 million [2] Capital Flow - The electronic chemicals sector experienced a net outflow of 1.01 billion from institutional investors, while retail investors saw a net inflow of 799 million [2][3] - The top net inflows from retail investors were observed in the following companies: - Anji Technology: -581.11 million [3] - Guanghua Technology: -882.90 million [3] - Jianghua Micro: 278.92 million [3]

Group 1 - The company primarily provides thermal management products to Google [2]

Core Viewpoint - Siquan New Materials responded to investor inquiries on October 15, indicating that specific customer information should be referenced from the company's designated information disclosure media and platforms [2] Group 1 - The company addressed investor questions regarding customer information [2] - The company emphasized the importance of using official disclosure channels for accurate information [2]

Core Viewpoint - The company Siquan New Materials (301489.SZ) primarily provides thermal management products to Google [1] Group 1 - The company is engaged in the production of thermal management products [1]

Core Viewpoint - The company Siquan New Materials (301489.SZ) has indicated that its products are applicable in smart wearable devices such as VR, AR, and MR [1] Group 1 - The company is involved in the production of materials that support advanced technologies [1] - The application of the company's products in VR, AR, and MR suggests a focus on innovative and emerging markets [1]

Core Viewpoint - The company, Siquan New Materials, has established a production line for liquid cooling products and is capable of large-scale production of liquid cooling modules, confirming its position as a key supplier in the market [1] Group 1 - The company is recognized as the second core supplier of liquid cooling plates for NVIDIA's GB200 chip, following Invec [1] - The company emphasizes that specific business conditions should be verified through official disclosures on designated information platforms [1]

Group 1 - The company, Qiansuan New Materials (思泉新材), confirmed that its thermal management products can be applied in the automotive sector, specifically for electric vehicles [2] - The company advised that detailed business information should be referred to in its designated information disclosure media and platforms [2] - An investor inquired about the application of the company's products with well-known North American electric vehicle customers [2]

Core Viewpoint - The company, Qiansuan New Materials (思泉新材), has confirmed its involvement in the production of liquid cooling components for NVIDIA's servers, indicating that its high-performance liquid cooling plates have passed validation tests and are in small batch testing [2]. Group 1 - The company has invested in the construction of a production line for liquid cooling products, demonstrating its capability for large-scale production of liquid cooling modules [2]. - The specific business details are advised to be referenced from the company's designated information disclosure media and platforms [2].