KDTECH(SZ:002516) Quan Jing Wang·2025-09-10 09:04Core Viewpoint - Kuangda Technology (002516) is strategically investing in Xintou Micro to enter the promising RF front-end sector, laying a solid foundation for its transformation towards high-tech industries [1] Group 1: Company Overview - Kuangda Technology has a long-standing presence in the automotive interior materials sector and is diversifying its business through strategic investments [1] - The company holds a 45.63% stake in Xintou Micro, enhancing its influence and visibility in the capital market [1] Group 2: Xintou Micro's Capabilities - Xintou Micro's subsidiary NSD is part of Japan's NDK SAW filter division, with a core technical team that has approximately 20 years of industry experience [1] - The company possesses multiple international patents covering key areas such as SAW, TC-SAW, and advanced packaging, making it one of the few domestic companies with independent TC-SAW core structure patents [1] Group 3: Market Position and Applications - Xintou Micro leverages its technological and patent advantages to collaborate with several domestic RF front-end module companies, successfully integrating into the supply chains of leading domestic brands [1] - The filter products from Xintou Micro have diverse application scenarios, including automotive electronics and satellite navigation systems, which will help expand its market reach [1]