Group 1: Automotive Sector Growth - The company's products in automotive electronics cover a wide range of applications, including electric vehicle systems, intelligent driving, and smart cockpit solutions [1] - The market share of small power automotive transformers has been gradually increasing, with continued growth expected in automotive inductors due to the rise of intelligent driving [1] - All business units are researching new automotive products, aiming to leverage market opportunities and maintain rapid growth in automotive electronics [1] Group 2: Data Center Developments - The data center is identified as a new strategic market, with products including integrated power inductors and tantalum capacitors being offered [2] - There is a notable increase in demand for magnetic components due to the rising penetration of AI servers and the need for high power density and low power consumption [2] - Sales of various power inductors for power management in data centers have shown significant growth in Q1, with successful customer engagement [2] Group 3: IoT and Emerging Markets - The company is focusing on emerging markets such as IoT, renewable energy, and data centers for future development [2] - Progress in product promotion and market expansion in these areas is reported to be smooth, with positive customer engagement [2] Group 4: Mobile Market Insights - The mobile communication sector remains a traditional stronghold for the company, with a high market share and full coverage of core customers [3] - The integration of AI features in mobile devices is expected to further increase the demand for components, particularly power inductors [3] Group 5: Capacity Investment and Order Status - The company operates in a capital-intensive industry, with ongoing expansion needs primarily focused on emerging fields like automotive electronics and data centers [3] - The order situation has been robust, with high capacity utilization rates maintained since Q2 [3]

据2024年年报，深圳证券交易所市场上市公司2024年整体经营稳健向好，共有1585家公司实现收入增 长、2064家公司实现盈利。创业板公司敢闯敢拼，锚定新质生产力，加快业务转型升级，加大研发创新 投入，勇拓多元化市场，不断提升公司质量和投资价值。 总体业绩稳中有进 深市上市公司整体经营稳中有进。年报数据显示，2024年深市上市公司合计实现营业收入20.82万亿 元，"十四五"规划以来，复合增长率达到8.55%；合计实现净利润8064.47亿元。其中，1585家公司实现 收入增长，占比55.30%；2064家公司实现盈利，占比72.02%；2443家公司累计分红5753亿元，分红家 数与金额同比增幅均超30%，中期分红方案数量增长318%。"2024年深市总体在发展中凸显出对投资者 回报机制的重视，分红总额和连续分红企业均有所增长，投资者获得感提升，市场信心增强。"南开大 学金融学教授田利辉表示。 在总体业绩向好的背景下，2024年深市表现出两个趋势。一方面，实体经济"基本盘"稳固。实体类上市 公司平均营业收入69.49亿元，"十四五"规划以来，复合增长率达到9.48%；平均净利润2.82亿元。其 中，32家 ...

Group 1: Company Performance and Strategy - The company aims to enhance profitability and market share by leveraging its advantages in quartz crystal components [1] - In 2024, the comprehensive gross margin is projected to be 5.64%, a decrease of 0.37 percentage points year-on-year, primarily due to a decline in sales prices [2] - The company plans to increase sales and R&D investments in the crystal oscillator business to maintain growth [2] Group 2: Production Capacity and Utilization - The new workshop designed for 2024 has an annual production capacity of 6 billion units, with the current utilization rate steadily improving [2] - The company reported that the chip procurement cost in 2024 accounts for less than 50% of total raw material costs [13] Group 3: Client and Revenue Insights - In 2024, the top five customers account for 38.25% of total sales, with the largest customer not being Sony or Samsung [5] - Revenue from electric vehicle clients, including BYD and Leap Motor, is expected to be less than 15% of total sales in 2024 [5] Group 4: Research and Development - The company plans to focus on high-frequency and ultra-high-frequency products to increase sales and market share [3] - In 2024, the company will introduce 7 new patents, although none will involve breakthroughs in automotive-grade crystal oscillators [5] Group 5: Financial Health and Market Position - The company is actively seeking new business opportunities and profit growth points to address concerns about maintaining its listing status [5] - As of May 9, 2025, the number of registered shareholders is 17,957 [13]

Group 1 - In the first quarter of this year, Shenzhen's four special customs supervision zones achieved a foreign trade import and export value of 241.09 billion yuan, a year-on-year increase of 29.4%, accounting for 24.4% of the city's total foreign trade value [1] - The Qianhai and Pingshan comprehensive bonded zones showed significant growth in import and export, with year-on-year increases of 50% and 45.6% respectively [1] - Shenzhen Customs is promoting the high-quality development of cross-border e-commerce bonded models by providing services such as "appointment customs clearance," "overtime document review," and "delayed gate closure" [1] Group 2 - The first cultural and artistic product bonded exhibition in Qianhai was successfully held, showcasing the support from Shenzhen Customs in facilitating the process for enterprises [2] - Meisha Customs has established a special team to provide tailored "one-stop" services for automobile export businesses, ensuring smooth customs procedures [2] - Pingshan Customs is offering customized policy service packages to leading electronic component manufacturers, helping them reduce operational costs by 20% and shorten delivery times by 60% [2] Group 3 - Special supervision zones play a crucial role in expanding foreign trade, attracting foreign investment, and promoting industrial transformation and upgrading [3] - Shenzhen Customs plans to deepen reform and innovation in special supervision zones to enhance the level of institutional openness and create a competitive open economy [3]

Group 1: Trade Performance - In the first quarter of this year, Shenzhen's four special regulatory zones achieved a total import and export value of 2410.9 billion yuan, representing a year-on-year growth of 29.4%, accounting for 24.4% of the city's total foreign trade value [1] - The Qianhai Comprehensive Bonded Zone and Pingshan Comprehensive Bonded Zone showed significant growth rates, with imports and exports increasing by 50% and 45.6% respectively [1] Group 2: Cross-Border E-Commerce Development - The company Taijihengtong, located in the Futian Bonded Zone, has significantly increased its cross-border e-commerce bonded import volume since 2024, benefiting from expedited customs clearance services [4] - Shenzhen Customs has implemented various services such as "appointment customs clearance" and "overtime document review" to ensure rapid customs clearance for cross-border e-commerce goods [5] - A new cross-border e-commerce inspection center has been established in the Futian Bonded Zone, which is the first government-funded inspection center in Shenzhen, significantly reducing operational costs for cross-border e-commerce companies [5] Group 3: Emerging Industries and Automotive Exports - The Qianhai Comprehensive Bonded Zone hosted its first cultural and artistic product exhibition, marking a new path for cultural innovation in Shenzhen [6] - The Meisha Customs has established a special team to provide tailored "one-stop" services for the export of domestic automobiles, facilitating smooth customs procedures for large transport vehicles [6][10] Group 4: Policy Innovation and Business Environment - Shenzhen Murata Technology Co., a leading manufacturer of electronic components, is leveraging the advantages of the Pingshan Comprehensive Bonded Zone to enhance its integrated logistics chain [13] - Shenzhen Customs has customized a policy service package for enterprises, including reforms in processing trade supervision and the RCEP agreement, which has helped reduce delivery times by 60% and operational costs by 20% [13] - The special regulatory zones play a crucial role in expanding foreign trade, attracting foreign investment, and promoting industrial transformation and upgrading [14]

证券代码：603267 证券简称：鸿远电子 公告编号：临2025-023 重要内容提示： ● 每股分配比例 A股每股现金红利0.17元（含税） 一、通过分配方案的股东会届次和日期 本次利润分配方案经北京元六鸿远电子科技股份有限公司（以下简称"公司"）2025年4月17日的2024年 年度股东会审议通过。 北京元六鸿远电子科技股份有限公司 2024年年度权益分派实施公告 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。 二、分配方案 1.发放年度：2024年年度 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（以下简 称"中国结算上海分公司"）登记在册的本公司全体股东（公司回购专用证券账户除外）。 根据《上海证券交易所上市公司自律监管指引第7号一一回购股份》等有关规定，公司回购专用账户中 的股份，不享有利润分配、公积金转增股本的权利。基于此，公司存放于回购专用证券账户中的股份将 不参与本次利润分配。 3.差异化分红送转方案： （1）本次差异化分红送转方案 公司2024年度拟以实施权 ...

证券代码：603267 证券简称：鸿远电子 公告编号：临2025-023 北京元六鸿远电子科技股份有限公司 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。 重要内容提示： ? 每股分配比例 A 股每股现金红利0.17元（含税） ? 相关日期 | 股份类别 | 股权登记日 | | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | --- | | Ａ股 | 2025/5/15 | － | 2025/5/16 | 2025/5/16 | | 本次利润分配方案经北京元六鸿远电子科技股份有限公司（以下简称"公司"）2025 年 二、分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东（公司回购专用证券账 户除外）。 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等有关规定，公司 回购专用账户中的股份，不享有利润分配、公积金转增股本的权利。基于此，公司存放于 ...

证券代码：002859 证券简称：洁美科技 公告编号：2025-029 债券代码：128137 债券简称：洁美转债 浙江洁美电子科技股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 浙江洁美电子科技股份有限公司（以下简称"公司"）第四届董事会第二十四次会议 通知于 2025 年 5 月 6 日（星期二）以短信、微信、电子邮件等方式发出，会议于 2025 年 5 月 9 日 10:00 在公司会议室以现场结合通讯表决的方式召开，以通讯表决方式出席 会议的董事为方骥柠女士。 本次会议应出席董事 7 人，实际出席董事 7 人。会议由董事长方隽云先生主持。本 次会议召开程序符合《公司法》和《公司章程》的有关规定。 本次会议以现场结合通讯表决的方式，审议并通过了以下议案： 一、审议并通过了《关于第二期员工持股计划延期的议案》 根据《浙江洁美电子科技股份有限公司第二期员工持股计划管理办法》第五章第 十七条第三款的规定，本次员工持股计划存续期届满前未全部出售股票的，则在存续 期届满前两个月，经管理委员会同意并报董事会审议通过后，存续期可以延长。鉴于 公司第二期员 ...

Core Viewpoint - The company reported a decline in revenue and net profit for 2024, primarily due to weakened downstream demand and price reductions for its core product, MLCC [2][6]. Financial Performance - In Q1 2025, the company achieved revenue of 466 million yuan, an increase of 8.67%, while net profit was 60 million yuan, down 16.89% [1][2]. - For the year 2024, the company reported revenue of 1.492 billion yuan, a decrease of 10.98%, and net profit of 154 million yuan, down 43.55% [1][2]. - The gross margin for Q1 2025 was 41.86%, up 0.30 percentage points, while the net margin was 12.91%, down 3.97 percentage points [1][2]. Business Segments - The company operates in two main segments: primary production and agency business, focusing on high-reliability electronic components such as MLCCs, filters, microcontrollers, and integrated circuits [1][2]. - The agency business primarily represents well-known international and domestic electronic component manufacturers, targeting markets like renewable energy and automotive electronics [1]. Market Dynamics - The demand for MLCCs is expected to grow due to their extensive applications in military equipment, with the market for MLCCs accounting for over 90% of the ceramic capacitor market [5]. - The company is positioned to benefit from the "compensatory" deployment of military equipment, which is anticipated to lead to a recovery in demand [6]. Cost and Expense Management - The company's operating expenses increased, with the three expense ratios rising to 14.38%, driven by new business expansion and adjustments in performance bonuses for sales personnel [3]. - The gross margin declined in 2024 to 34.29%, down 6.23 percentage points, influenced by price reductions in MLCCs and a higher proportion of lower-margin products [2][3]. Inventory and Cash Flow - The company's inventory decreased to 797 million yuan, a reduction of 1.91% from 2023, with a significant drop in agency business inventory by 28.79% [4]. - Cash flow from investment activities showed a net outflow of 485 million yuan, a decline of 147.95%, primarily due to increased bank deposits [4]. Future Outlook - The company is expected to see revenue growth from 2025 to 2027, with projected revenues of 2.012 billion yuan, 2.519 billion yuan, and 3.090 billion yuan, respectively [6]. - Net profit forecasts for the same period are 281 million yuan, 407 million yuan, and 533 million yuan, with corresponding EPS estimates of 1.22 yuan, 1.76 yuan, and 2.31 yuan [6].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600353 证券简称：旭光电子 公告编号：2025-024 成都旭光电子股份有限公司关于股权激励限制性股票回购注销实施公告 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。 重要内容提示： 回购注销原因 成都旭光电子股份有限公司（以下简称"公司"）2023年股票期权与限制性股票激励计划（第一期）（以 下简称"本激励计划"）第二个解除限售期业绩水平未达到业绩考核目标条件，公司对66名激励对象已获 授尚未解除限售的限制性股票进行回购注销。 本次回购注销股份的有关情况 ■ 本次回购注销限制性股票事项涉及公司董事、高级管理人员和核心人员共计66人，回购注销限制性股票 数量为116.508万股；本次回购注销完成后，剩余限制性股票116.508万股。 （三）回购注销安排 公司已在中国证券登记结算有限责任公司上海分公司（以下简称"中登公司"）开设了回购专用证券账户 （证券账户号码：B881985561），并向中登公司提交了回购注销申请，预计本次限制性股票将于2025 年5月13日完 ...