Anji Technology(688019) 证券时报·2025-05-16 17:43Market Performance - The A-share market showed stable performance from May 12 to May 16, with the Shanghai Composite Index rising by 0.76% to close at 3367.46 points, the Shenzhen Component Index increasing by 0.52%, and the ChiNext Index gaining 1.38% [2] Institutional Research - A total of 163 listed companies disclosed institutional research records during the week, with Anji Technology being the most popular among institutions, attracting 241 participating institutions [2] - New Times Group received attention from 82 institutions regarding the progress of Haier's acquisition, which involves a transaction amount of 1.3 billion yuan [3][4] Anji Technology - Anji Technology, established in 2006, focuses on high-end semiconductor materials, including chemical mechanical polishing liquids and functional wet electronic chemicals, widely used in integrated circuit manufacturing [2] - The company has completed the platform construction for its electroplating liquids and additives, with significant growth in its functional wet electronic chemicals business, particularly in post-etching and post-polishing cleaning liquids [2] - Anji Technology expressed a cautious outlook for market demand in the second half of the year, noting that its revenue may not align with some downstream wafer manufacturers' performance due to business diversification and timing discrepancies [3] New Times Group - New Times Group specializes in elevator control, robotics, and control systems, with its elevator controller business ranking second globally and SCARA robots ranking fourth globally [3] - The company plans to enhance collaboration with Haier Group post-acquisition, leveraging Haier's global supply chain and digital marketing capabilities to strengthen their position in the industrial automation sector [4] Aobi Zhongguang-UW - Aobi Zhongguang-UW is a key player in the humanoid robot industry, recognized as a significant supplier of 3D vision sensors, which are essential for robotic applications [5] - The company has achieved a high market share in the service robot sector in China and has established partnerships with several leading service robot companies [5] - Aobi Zhongguang-UW aims to increase investments in downstream sectors over the next three to five years to maintain its technological and market leadership [5]