Xin Lang Cai Jing·2025-12-09 13:41Group 1 - Company: Rockchip (603893) is a local chip design company based in Fuzhou, specializing in AIoT system-level chip development, design, and sales, with a complete SoC chip R&D capability [1][20] - Core products include flagship AIoT SoCs, edge AI co-processors, and visual processing chips, catering to high computing power needs across various scenarios [1][20] - The company benefits from favorable policies under Fujian's "14th Five-Year Plan" for digital economy and semiconductor industry support, as well as tax incentives and R&D subsidies from the free trade zone [1][20] Group 2 - Company: Yealink (300628) is a leading global provider of communication and collaboration solutions, headquartered in Xiamen, with products sold in over 140 countries [2][21] - Core business focuses on unified communication, including cloud + endpoint video conferencing systems and IP voice communication devices, forming a complete business loop with major partnerships [2][21] - The company is expected to benefit from cross-border data flow facilitation policies in the Fujian free trade zone, enhancing international business expansion efficiency [2][21] Group 3 - Company: Xiamen Tungsten (688778) is a leading enterprise in the field of lithium-ion battery cathode materials, focusing on R&D, production, and sales of ternary materials and lithium iron phosphate materials [3][23] - The company is positioned to benefit from policies supporting advanced equipment manufacturing and new energy industries under Fujian's "5+5+5" industrial cluster [3][23] - Market demand for core products is expected to rise due to the dual drivers of high nickel battery development and explosive growth in the energy storage industry [3][23] Group 4 - Company: Aerospace Development (000547) is a state-controlled technology enterprise in Xiamen, playing a key role in military electronic information and actively engaging in civil emerging industries [4][24] - Core business includes electronic blue army, communication networks, electromagnetic security, and satellite navigation, providing full-chain service capabilities [4][24] - The company is likely to gain more military orders and provincial support under the "14th Five-Year Plan" for national defense informationization and commercial aerospace [4][24] Group 5 - Company: Teva Biopharmaceuticals (688278) is a national high-tech enterprise in Xiamen, focusing on the R&D, production, and sales of recombinant protein drugs for chronic disease treatment [5][25] - The company is positioned to benefit from relaxed entry policies for the biopharmaceutical industry in the Fujian free trade zone, facilitating the introduction of advanced technologies [5][25] - The company is expected to receive increased R&D subsidies and medical insurance support under the "14th Five-Year Plan" for health initiatives in Fujian [5][25] Group 6 - Company: Kehua Data (002335) is a leading provider of new energy power solutions in China, with a focus on data center power systems, energy storage systems, and new energy generation equipment [6][26] - The company is expected to see increased order demand driven by the dual growth of the "East Data West Computing" project and the energy storage industry [6][26] - The company benefits from cross-border power equipment import and export facilitation policies in the Fujian free trade zone, accelerating international business expansion [6][26] Group 7 - Company: Jianfa Co., Ltd. (600153) is a large state-controlled enterprise in Xiamen, focusing on supply chain operations and real estate development [7][27] - The company provides comprehensive supply chain services for bulk commodities, including procurement, warehousing, transportation, and sales [7][27] - The company is expected to benefit from policies facilitating cross-border trade and logistics in the Fujian free trade zone, enhancing operational efficiency [7][27] Group 8 - Company: Fuzhou Energy (600483) is a state-owned energy enterprise in Fujian, focusing on power generation, coal trading, and new energy development [8][29] - The company aims to build a clean, low-carbon, and efficient energy system, with a focus on renewable energy projects [8][29] - The company is expected to receive increased subsidies for wind and solar projects under the "14th Five-Year Plan" for new energy system construction [8][29] Group 9 - Company: Anjijia Foods (603345) is a leading frozen food enterprise in China, specializing in the R&D, production, and sales of frozen hot pot ingredients and prepared dishes [9][30] - The company is positioned to benefit from policies facilitating food export and inspection optimization in the Fujian free trade zone, accelerating overseas business expansion [9][30] - The company is expected to receive increased support for R&D innovation under the "14th Five-Year Plan" for rural revitalization and food industry upgrades [9][30] Group 10 - Company: Newland (000997) is a leading IoT enterprise in Fuzhou, focusing on smart payment terminals, IoT devices, and digital identity solutions [10][31] - The company is expected to benefit from policies supporting digital trade and cross-border payment facilitation in the Fujian free trade zone [10][31] - The company is positioned to become a core player in cross-strait digital payment and IoT cooperation, receiving provincial R&D funding support [10][31] Group 11 - Company: Xiamen Xiangyu (600057) is a large state-owned supply chain enterprise, focusing on bulk commodity supply chain operations [11][32] - The company provides comprehensive services including warehousing, transportation, processing, trade, and finance [11][32] - The company is expected to benefit from policies optimizing bonded logistics and cross-border trade facilitation in the Fujian free trade zone [11][32] Group 12 - Company: Sankeshu (603737) is a leading paint enterprise in China, focusing on environmentally friendly coatings and construction materials [12][34] - The company is expected to benefit from policies supporting green industries and construction material upgrades under Fujian's "14th Five-Year Plan" [12][34] - The company aims to reduce high-end raw material procurement costs through customs facilitation policies in the free trade zone [12][34] Group 13 - Company: Kaiying Network (002517) is a comprehensive gaming enterprise in Xiamen, focusing on game development, publishing, and operation [13][35] - The company is expected to benefit from policies supporting digital economy and cultural industry development under Fujian's "14th Five-Year Plan" [13][35] - The company aims to enhance overseas game publishing efficiency through cross-border cultural trade facilitation policies [13][35] Group 14 - Company: Tengjing Technology (688195) is a national high-tech enterprise focusing on the R&D, production, and sales of optoelectronic devices [14][36] - The company is expected to benefit from policies supporting digital economy and optoelectronic industry development under Fujian's "14th Five-Year Plan" [14][36] - The company aims to deepen its layout in the high-end optoelectronic field with provincial R&D funding support [14][36] Group 15 - Company: Fuzhou Crystal Technology (002222) is a leading global crystal device enterprise, focusing on the R&D, production, and sales of optical crystals and laser devices [15][37] - The company is expected to benefit from policies supporting semiconductor and optoelectronic industry development under Fujian's "14th Five-Year Plan" [15][37] - The company aims to enhance its market position through provincial R&D subsidies and project cooperation opportunities [15][37] Group 16 - Company: Zhongmin Energy (600163) is a state-owned new energy enterprise in Fujian, focusing on wind and solar energy development [16][38] - The company aims to accelerate its renewable energy project layout under carbon peak and carbon neutrality goals [16][38] - The company is expected to receive increased support for wind and solar projects under Fujian's "14th Five-Year Plan" for new energy system construction [16][38]