Xin Lang Cai Jing·2026-02-03 06:41Group 1 - Jiangfeng Electronics plans to acquire control of Kaide Quartz with cash, making Kaide Quartz a subsidiary and enhancing Jiangfeng's strength in quartz products [1] - Kaide Quartz is one of the few domestic companies capable of processing quartz glass products for 8 and 12-inch semiconductor integrated circuit production lines, with over a hundred product types and a strong client base [1] - The acquisition will complement Jiangfeng's existing component business and improve its one-stop supply capability [1] Group 2 - Jiangfeng Electronics expects to achieve revenue of approximately 4.6 billion yuan in 2025, a year-on-year increase of about 28%, with net profit attributable to shareholders ranging from 431 million to 511 million yuan, representing a growth of 7.5% to 27.5% [2] - The company anticipates a record high revenue of about 1.309 billion yuan in Q4 2025, with a year-on-year growth of approximately 33.59% and a quarter-on-quarter increase of about 9.39% [2] - Jiangfeng is actively advancing the construction and production of ultra-pure metal sputtering target projects, with the Huanghu target material factory construction progressing smoothly [2] Group 3 - The revenue from semiconductor precision components is continuously growing due to the acceleration of local supply chain processes, with the company enhancing production capacity and efficiency [3] - Jiangfeng is developing higher value-added products to address urgent customer needs and "bottleneck" issues, including projects for electrostatic chucks and brittle materials [3] - The company aims to strengthen its competitiveness across the entire semiconductor supply chain, benefiting from the trend of domestic supply chain localization [3]