KFMI(SZ:300666) Ge Long Hui·2025-10-13 03:51Core Viewpoint - Jiangfeng Electronics (300666.SZ) has achieved world-leading shipment volumes of high-purity metal sputtering targets, but its market share is still in a growth phase, indicating significant potential for improvement [1] Group 1: Company Performance - The company is actively expanding its semiconductor precision components business, which has shown a positive development trend and is becoming the company's second growth curve [1] - The main business of high-purity metal sputtering targets is being continuously consolidated while exploring new opportunities in related fields [1] Group 2: Industry Trends - The rapid expansion of chip application areas such as artificial intelligence, new energy vehicles, and new consumer electronics is driving the growth of domestic chip manufacturing and equipment capacity [1] - There is a broad space for market share improvement in the high-purity metal sputtering target sector as the industry evolves [1]