KFMI(SZ:300666) Ge Long Hui·2025-10-13 03:54Core Viewpoint - Jiangfeng Electronics (300666.SZ) has achieved world-leading shipment volumes of high-purity metal sputtering targets, but its market share still has significant room for improvement [1] Group 1: Company Performance - The company is experiencing rapid growth in the shipment of high-purity metal sputtering targets, indicating strong demand in the market [1] - Jiangfeng Electronics is actively expanding into the semiconductor precision components sector, which is showing positive development momentum and has become the company's second growth curve [1] Group 2: Industry Trends - The acceleration of applications in artificial intelligence, new energy vehicles, and new consumer electronics is driving the rapid expansion of domestic chip manufacturing and equipment capacity [1] - There is a broad potential for market share enhancement in the high-purity metal sputtering target segment as the industry continues to grow [1]