责任编辑：小浪快报 机构持仓方面，截止2025年6月30日，骏成科技十大流通股东中，大成中证360互联网+指数A （002236）位居第二大流通股东，持股51.49万股，相比上期增加4.61万股。博道成长智航股票A （013641）位居第五大流通股东，持股27.76万股，相比上期增加6.16万股。 9月25日，骏成科技跌1.87%，成交额3487.22万元。两融数据显示，当日骏成科技获融资买入额477.71 万元，融资偿还173.23万元，融资净买入304.47万元。截至9月25日，骏成科技融资融券余额合计 7204.69万元。 融资方面，骏成科技当日融资买入477.71万元。当前融资余额7204.69万元，占流通市值的2.29%，融资 余额超过近一年70%分位水平，处于较高位。 融券方面，骏成科技9月25日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，江苏骏成电子科技股份有限公司位于江苏省句容市华阳北路41号，成立日期2009年7月16 日，上市日期2022年1月28日，公司主营业务涉及 ...

Group 1 - Tianshan Electronics experienced a stock price increase of 5.04%, reaching 25.62 CNY per share, with a trading volume of 132 million CNY and a turnover rate of 4.20%, resulting in a total market capitalization of 5.062 billion CNY [1] - The company, established on August 26, 2005, and listed on November 1, 2022, specializes in the research, design, production, and sales of customized liquid crystal displays and display modules [1] - The main revenue composition of Tianshan Electronics includes: color liquid crystal display modules - non-entrusted processing (58.97%), monochrome liquid crystal display modules (22.39%), monochrome liquid crystal displays (10.62%), color liquid crystal display modules - entrusted processing (4.96%), touch screens (1.73%), and material sales and other businesses (1.33%) [1] Group 2 - Xingsheng Global Fund has a fund that ranks among the top ten circulating shareholders of Tianshan Electronics, with the Xingsheng Trend Investment Mixed Fund (LOF) (163402) newly entering the top ten in the second quarter, holding 1.9998 million shares, accounting for 1.58% of circulating shares [2] - The Xingsheng Trend Investment Mixed Fund (LOF) has a total scale of 12.787 billion CNY and has achieved a year-to-date return of 11.36%, ranking 5638 out of 8174 in its category, with a one-year return of 31.27%, ranking 5004 out of 7981 [2]

Core Viewpoint - Tianshan Electronics is accelerating its expansion while achieving positive performance, planning to invest approximately 188 million yuan of raised funds into two projects to enhance production capacity and overall competitiveness [1][2][3]. Investment Projects - The company plans to invest 116 million yuan in the Tianshan Electronics Tanwei Park vehicle LCD display module production line project, utilizing 115.8 million yuan of raised funds, with a construction period of one year [2]. - This project aims to increase annual production capacity by 25.346 million pieces, focusing on VA, medium and large size, and high value-added products to meet the demand for intelligent and large-screen products in the automotive sector [2][3]. - Additionally, the Tianshan Electronics Tanwei Park comprehensive capability enhancement project will require a total investment of 111 million yuan, with 72.6498 million yuan from raised funds and 38.2211 million yuan from self-owned funds, scheduled for two years [3]. Financial Performance - In the first quarter, the company achieved revenue of 395 million yuan, a year-on-year increase of 31.52%, and a net profit of 35.944 million yuan, up 42.24% [5]. - The non-recurring net profit reached 34.1844 million yuan, reflecting a significant growth of 83.19% [5]. - The strong performance in customized LCD display screens and modules, particularly in the automotive electronics sector, has been a key driver of revenue growth [5]. R&D and Competitive Advantage - The company has been increasing its R&D investment, with a total of 238 million yuan planned from 2020 to 2024, indicating a commitment to innovation and maintaining a competitive edge [1][5]. - As of the end of 2024, Tianshan Electronics holds 67 patents, including 11 invention patents, and has developed eight core technologies widely applied in production [6]. - The company's products exhibit superior technical performance compared to industry averages, particularly in high contrast, reliability, precision, and wide viewing angles [6].

| 项目 | 2024 年 | 2023 年 | | 本年比上 年增减 | 2022 年 | | | --- | --- | --- | --- | --- | --- | --- | | | | 调整前 | 调整后 | 调整后 | 调整前 | 调整后 | | 营业收入(元) | 198.380.605.661.00 | 174.543.445.895.00 | 174.543.445.895.00 | 13.66% | 178.413.731.179.00 | 178.413.731.179.00 | | 归属于上市公司股 | 5.323.248.974.00 | 2.547.435.360.00 | 2.547.435.360.00 | 108.97% | 7,550,877,790.00 | 7.541.423.198.00 | | 东的净利润(元) | | | | | | | | 归属于上市公司股 东的扣除非经常性 损益的净利润 | 3.837.124.867.00 | -632.561.344.00 | -632.561.344.00 | 706.60% | -2.228.652.161.00 | ...

Core Viewpoint - The company, Tianshan Electronics, has reported significant growth in revenue and net profit, driven by advancements in the automotive display sector and a focus on customized display solutions [12][13]. Company Overview - Tianshan Electronics specializes in the research, design, production, and sales of customized LCD displays and modules, positioning itself as a national high-tech enterprise with comprehensive supply capabilities [3][4]. - The company emphasizes a business philosophy centered on health, sustainability, and progress, aiming to provide personalized display solutions to industry-leading clients [3]. Financial Performance - For the reporting period, the company achieved operating revenue of 1,476.848 million yuan, a year-on-year increase of 16.54% - The net profit attributable to shareholders reached 150.3843 million yuan, up 39.99% year-on-year, with a significant increase in net profit growth rate compared to revenue growth [12]. - The net cash flow from operating activities was 121.6201 million yuan, reflecting an 82.08% increase [12]. Business Model - The company operates on an order-based production model, ensuring efficient procurement and production processes tailored to customer demands [6][7]. - Tianshan Electronics has established a stable supply chain with multiple suppliers for key materials, ensuring timely and reliable procurement [6]. Key Growth Drivers - The automotive electronics sector has shown significant growth, with the company expanding its product offerings to include advanced display technologies for various vehicle types [12][13]. - The company is investing in dual-base collaboration to enhance production capabilities and meet increasing market demands in automotive and smart home sectors [13][14]. Product Development and Innovation - Tianshan Electronics is focusing on high-value product development, including innovations in touch screen technology and advanced display modules [15][17]. - The company is actively developing new products such as smart serial display modules and variable light control rearview mirror modules, targeting growth in the automotive sector [16]. Strategic Initiatives - The company has implemented a dual mechanism of stock incentive plans and share buybacks to enhance governance and drive sustainable growth [18]. - Tianshan Electronics aims to deepen its presence in the professional display market by leveraging technological innovation and expanding its product matrix [19].

Group 1 - Tianshan Electronics (301379) has established an industrial investment fund focusing on the semiconductor sector through the establishment of Tianlianxin (Wuhan) Semiconductor Co., Ltd. with a registered capital of 20 million yuan [1] - The fund, Wuhan Dingdian Private Equity Investment Fund Partnership (Limited Partnership), has a total subscribed capital of 59.1 million yuan, with Tianshan Electronics contributing 50 million yuan, accounting for 84.6% of the total [2] - The investment direction of the fund is aimed at technology-driven enterprises with core technologies and competitiveness, particularly in the electronic industry [2] Group 2 - Tianshan Electronics is primarily engaged in the research, design, production, and sales of customized liquid crystal displays and display modules, serving various sectors including smart home, smart finance, communication equipment, and healthcare [2] - The establishment of the fund is intended to enhance resource synergy with the company's existing business and promote future industrial and technological upgrades, particularly in the semiconductor field [1][2] - The company is recognized as a national high-tech enterprise with comprehensive supply capabilities in the professional display field, indicating strong potential for growth in cutting-edge technology areas [2]