（编辑 袁冠琳） 证券日报网讯 12月3日，振华科技在互动平台回答投资者提问时表示，目前，公司没有涉及硅电容产 品，公司主要产品为钽电容、铝电容等；与硅电容产品相比，钽电容和铝电容产品在电容量、电流强度 与稳定性以及环境适应性上均有优势。公司在电容技术和关键原材料上均已完全实现自主安全。 ...

证券日报网讯 12月3日，苏州固锝在互动平台回答投资者提问时表示，子公司苏州晶银继续保持行业技 术领先态势，去银化研发成效显著，银含量10%的银包铜产品已实现量产。 （文章来源：证券日报） ...

Group 1 - The company, Shangluo Electronics, supplies electronic components to major mobile terminal brands such as ZTE and Weike, as well as ODM suppliers like Huaqin, Longqi, Tianlong, and Luxshare [2]

Core Viewpoint - The company, Zhenhua Technology, primarily engages in the business of new electronic components and modern services, with a focus on innovative electronic components as its core business [1] Group 1: Business Overview - The core business includes four main categories: basic components, electronic functional materials, mixed integrated circuits, and application development [1] - Detailed product information can be found in the company's "2025 Semi-Annual Report" [1]

人民财讯12月3日电，雅创电子（301099）12月3日在互动平台表示，公司暂未在商业航天领域中有所布 局。 ...

Investment Rating - The investment rating for the company is "Buy-A" with a target price of 62.53 CNY per share, maintaining the rating [5]. Core Views - The company is expected to benefit from the rapid growth of AI and robotics industries, which will open up significant growth opportunities for its high-speed connector products [1]. - The company achieved a revenue of 4.039 billion CNY in Q1-Q3 2025, representing a year-on-year increase of 21.20%, driven by successful integration of automotive connector products into major domestic automotive clients and stable demand in the consumer electronics sector [2]. - Despite revenue growth, the company's net profit for the same period decreased by 18.71% to 373 million CNY due to increased operating costs and expenses associated with business expansion [2]. - The company has a strong customer base in the automotive and consumer electronics sectors, having become a core supplier for major smartphone brands and domestic automotive manufacturers [3]. - The company is also expanding into emerging fields such as servers, data centers, and robotics, with existing collaborations with leading robotics companies [3]. Summary by Sections Revenue and Profitability - The company reported a revenue of 40.39 billion CNY in Q1-Q3 2025, a 21.20% increase year-on-year [2]. - The net profit for the same period was 373 million CNY, down 18.71% year-on-year due to rising costs and expenses [2]. Market Position and Customer Base - The company has established itself as a key supplier for major smartphone brands including Xiaomi, Oppo, and Samsung, as well as for domestic automotive manufacturers like Geely and BYD [3]. - The automotive market, particularly in the context of electric vehicles, is expected to drive further growth for the company [3]. Future Growth Potential - The company is well-positioned to capitalize on the growth of AI servers, with global AI server shipments expected to increase by over 20% annually, reaching a 17% share of the overall server market by 2026 [1]. - The company is actively involved in the robotics sector, with ongoing product development collaborations with leading robotics firms [3]. Financial Projections - Revenue projections for the company are 5.867 billion CNY in 2025, 7.306 billion CNY in 2026, and 8.925 billion CNY in 2027, with net profits expected to reach 681 million CNY, 916 million CNY, and 1.114 billion CNY respectively [10][12].

上季(2025年7-9月)村田整体接获的订单额为4,870亿日圆、较去年同期大增14.1%，其中电容订单 额大增18.1%至2,418亿日圆。 全球积层陶瓷电容(MLCC)龙头厂村田制作所(Murata Mfg)预估AI伺服器用MLCC将以年平均成长 率30%的速度呈现扩大、2030年度需求将扩增至2025年度的逾3倍水准。 共同通信报导，村田制作所社长中岛规巨1日在横滨市举行的事业战略说明会上表示，2030年度AI 伺服器用MLCC需求预估将成长至2025年度的3.3倍。随着AI伺服器处理能力提升、搭载的MLCC 数量也随之增加，村田制作所此次公布的预估值较去年11月公布的预估值进行上修。 中岛规巨指出，关于AI伺服器用MLCC需求、「是以预估年平均成长率30%左右、来作准备」。 截至日本股市2日早盘收盘(台北时间上午10点30分)为止，村田制作所涨0.40%、暂收3,237日圆， 今年迄今股价累计大涨约26%。 村田制作所10月31日公布财报资料指出，因AI伺服器及周边机器搭载的电子零件数量增加，带动 该公司产品需求扬升，今年度(2025年度、2025年4月-2026年3月)合并营收目标自1.64兆日圆上 ...

Core Viewpoint - The company is actively collaborating with major clients across various sectors, including mobile smart terminals, digital energy, new energy vehicles, and servers, focusing on product development and testing solutions [1] Group 1: Collaboration Areas - The company cooperates with major clients in multiple fields such as mobile smart terminals, digital energy, new energy vehicles, and servers [1] - In the mobile smart terminal sector, the company provides testing products for devices like smartphones [1] - In the digital energy sector, the company offers testing products for base station power supplies, photovoltaic inverters, and aging equipment [1] - In the new energy vehicle sector, the company supplies testing equipment and related precision components for vehicle-mounted modules, T-BOX, and OBC [1] - In the server sector, the company mainly provides aging equipment and FT testing fixtures [1] Group 2: Client-Specific Products - The company primarily supplies electronic components to Moer Thread [1] - The company provides precision components and testing platforms to Xinkailai [1] - Due to confidentiality reasons, specific details about product applications are not disclosed [1]

Core Viewpoint - Tangshan Xiaoxiang Wood Products Co., Ltd. has been established with a registered capital of 100,000 RMB, indicating a diversification into various manufacturing and service sectors related to wood products and electronics [1] Company Overview - The company is legally represented by Ye Wei and has a broad operational scope that includes the manufacturing and sales of daily wood products, furniture, toys, and various electronic components [1] - The registered capital of the company is 100,000 RMB, which is a relatively modest amount for a company engaging in multiple manufacturing sectors [1] Business Scope - The operational range includes general projects such as: - Manufacturing and sales of daily wood products, wooden containers, furniture, and toys [1] - Wood processing and sales, indicating a focus on raw material utilization [1] - Software development and computer hardware manufacturing, showcasing a technological aspect [1] - Manufacturing and sales of electronic components and specialized materials, which suggests a potential entry into the electronics market [1] - Services such as information system integration, advertising, and technical consulting, indicating a diversified service offering [1]

证券代码：603267 证券简称：鸿远电子 公告编号：临2025-052 北京元六鸿远电子科技股份有限公司 关于变更办公地址的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 北京元六鸿远电子科技股份有限公司（以下简称"公司"）在北京市新增一处办公地点，总部主要办公地 址发生变更，公司董事会秘书、证券事务代表联系地址等同步变更。为便于投资者与公司沟通交流，做 好投资者关系管理工作，现将变更具体情况公告如下： ■ 除上述变更外，公司网址、投资者热线、传真、投资者邮箱等其他联系方式保持不变，具体情况如下： 公司网址：www.yldz.com.cn 投资者热线：010-52270567、010-89237777 传真：010-52270569 投资者邮箱：603267@yldz.com.cn 联系地址：北京市丰台区智成北街6号院1号楼 邮政编码：100070 敬请广大投资者注意上述变更事项，若由此造成不便，敬请谅解。 特此公告。 北京元六鸿远电子科技股份有限公司董事会 2025年12月2日 ...