KFMI(SZ:300666) Zheng Quan Shi Bao·2025-08-13 17:39Group 1 - Jiangfeng Electronics (300666) announced a collaboration with Japan's Aifako to integrate their flat panel display target material businesses, leveraging Aifako's leading position in advanced OLED target materials [1] - Jiangfeng Electronics has extensive experience in R&D, production, and management in the flat panel display target material sector, with products certified by major domestic manufacturers and strong client order sustainability [1] - The collaboration aims to enhance technical strength in high-end flat panel display target materials, accelerate breakthroughs in critical technologies, and improve the core value of the semiconductor business [1] Group 2 - To meet market demand, Jiangfeng Electronics has been actively expanding production capacity, with the Huanghu target material factory construction progressing smoothly and multiple semiconductor precision component production bases completed and operational [2] - In July, the company announced a fundraising plan to raise no more than 1.948 billion yuan for projects including the industrialization of electrostatic suction cups for integrated circuit equipment and ultra-high purity metal sputtering targets [2] - The company expects to achieve approximately 2.1 billion yuan in revenue for the first half of 2025, a year-on-year increase of about 29%, with net profit projected between 247 million and 267 million yuan, reflecting a growth of 53.29% to 65.7% [2]