富士达 20251011 富士达公司在军工领域订单签订模式是怎样的？是否存在独家供应情况？ 富士达很少直接与军方签订合同，通常与二级或三级配套单位签订元器件级合 同。订单签订模式包括项目确定后的独家供应以及竞标两种方式。对于原有型 号，为了保证产品状态稳定性，一般采用独家供应模式；而新型号则更多采用 竞标方式。尽管未来竞标可能会增多，但富士达凭借其成本管控能力及技术方 富士达将高端工业装备和精密仪器仪表作为重点战略业务布局，目标规 模超过 1 亿元。2025 年预计订单总额约 4,000 万到 5,000 万元， 2026 年增速预计加快，部分技术已达批量生产条件。 富士达已形成 400G 以上高速铜缆样品并交客户验证，主要通过技术供 样满足主流厂商需求。同时评估是否介入 100G 至 200G 主流产品市场， 以应对未来不确定性。公司还在低空经济、量子通信和医疗领域均有布 局，并看好智能网联汽车的增长。 案优势，对竞争持有信心。 2025 年富士达防务业务订单增长情况如何？下半年是否延续这一趋势？ 2025 年上半年，富士达防务业务订单增速较快，从半年报业绩可以看出防务 业务恢复增长显著。目前公司手头订单充 ...

Core Points - The stock price of Canqin Technology has dropped by 5.01% on October 10, reaching 26.71 CNY per share, with a trading volume of 174 million CNY and a turnover rate of 1.60%, resulting in a total market capitalization of 10.684 billion CNY [1] - Canqin Technology has experienced a continuous decline for four consecutive days, with a cumulative drop of 4.68% during this period [1] Company Overview - Jiangsu Canqin Technology Co., Ltd. is located in Zhangjiagang Free Trade Zone, Suzhou, Jiangsu Province, and was established on April 9, 2004, with its listing date on November 16, 2021 [1] - The company's main business involves the research, development, production, and sales of microwave dielectric ceramic components [1] - The revenue composition of the main business includes: filters 85.93%, low intermodulation passive components 5.92%, HTCC 3.34%, antennas 2.87%, resonators 1.11%, and others 0.83% [1] Fund Holdings - The Qianhai Open Source Fund has one fund heavily invested in Canqin Technology, specifically the Qianhai Open Source Artificial Intelligence Theme Mixed A Fund (001986), which held 1.4163 million shares in the second quarter, accounting for 6.47% of the fund's net value, ranking as the sixth-largest holding [2] - The estimated floating loss for the fund today is approximately 1.997 million CNY, with a floating loss of 1.9545 million CNY during the four-day decline [2] - The Qianhai Open Source Artificial Intelligence Theme Mixed A Fund was established on May 4, 2016, with a current scale of 582 million CNY, and has achieved a return of 13.41% this year, ranking 5616 out of 8166 in its category [2]

融券方面，灿勤科技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70%分位水平，处于较高位。 机构持仓方面，截止2025年6月30日，灿勤科技十大流通股东中，申万菱信新经济混合A（310358）位 居第八大流通股东，持股285.03万股，相比上期增加57.71万股。香港中央结算有限公司退出十大流通股 东之列。 资料显示，江苏灿勤科技股份有限公司位于江苏省苏州市张家港保税区金港路266号，成立日期2004年4 月9日，上市日期2021年11月16日，公司主营业务涉及从事微波介质陶瓷元器件的研发、生产和销售。 主营业务收入构成为：滤波器85.93%，低互调无源组件5.92%，HTCC3.34%，天线2.87%，谐振器 1.11%，其他(补充)0.83%。 责任编辑：小浪快报 截至6月30日，灿勤科技股东户数9063.00，较上期增加6.14%；人均流通股44135股，较上期减少 5.78%。2025年1月-6月，灿勤科技实现营业收入2.87亿元，同比增长52.76%；归母净利润5191.19万元， 同比增长51.94%。 ...

风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 大成中证360互联网+指数A（002236）基金经理为夏高。 截至发稿，夏高累计任职时间10年297天，现任基金资产总规模22.6亿元，任职期间最佳基金回报 213.7%， 任职期间最差基金回报-71.74%。 9月25日，世嘉科技涨5.44%，截至发稿，报18.60元/股，成交8372.01万元，换手率2.06%，总市值46.95 亿元。 数据显示，大成基金旗下1只基金位居世嘉科技十大流通股东。大成中证360互联网+指数A（002236） 二季度增持15.77万股，持有股数129.76万股，占流通股的比例为0.57%。根据测算，今日浮盈赚取约 124.57万元。 资料显示，苏州市世嘉科技股份有限公司位于江苏省苏州市建林路439号，成立日期1990年4月20日，上 市日期2016年5月10日，公司主营业务涉及定制化精密箱体系统的研发、设计、生产、销售以及服务。 主营业务收入构成为：射频器件33.78%，电梯轿厢系统22.74 ...

Core Viewpoint - Hongteng Precision Technology's stock surged over 25% on September 19, reaching a peak of 6.10 HKD per share, reflecting strong market interest and positive outlook for the company [1] Group 1: Company Overview - Hongteng Precision Technology specializes in the research, production, and sales of optoelectronic integrated connectors, antennas, acoustic components, and related cables and assemblies across various sectors including computers, communications, consumer electronics, automotive, industrial, and green energy [1] - The company is implementing a "3+3 strategy" aimed at 2026-2027, which has received positive evaluations from CMB International [1] Group 2: Production and Growth Prospects - In terms of AirPods production capacity, Hongteng is expected to achieve 2-3 production lines by the fiscal year 2025, with a long-term goal of reaching 6 production lines [1] - Longjiang Securities highlighted that Hongteng is deeply engaged in the electric vehicle and consumer electronics sectors while actively embracing AI, positioning its optical modules, connectors, and liquid cooling products to capitalize on the surging demand in artificial intelligence and data centers [1] Group 3: Competitive Advantage - Through global expansion and superior manufacturing capabilities, Hongteng Precision Technology is transforming the immense potential of AI into solid growth momentum [1]

Group 1: Business Capacity and Growth - The current antenna production capacity is not expected to become a bottleneck for business development, with future growth anticipated in phased array antennas for fields such as millimeter-wave communication and automotive radar [2] - The utilization rate of the wire harness production capacity is currently at a high level, with expectations for continued growth in the future [3] - The company is actively expanding its international market presence while consolidating and expanding its domestic customer base [3] Group 2: Product Development and Market Trends - The company has ongoing collaborations with North American clients, including the supply of products related to AI glasses [3] - In the AI infrastructure sector, the company offers products such as thermal management solutions, antennas, and harnesses for smart vehicles and wearables [3] - The company is optimistic about the liquid cooling industry, focusing on technological innovation and expanding order volumes to improve profit margins [4] Group 3: Financial Performance and Shareholder Engagement - The company is currently in a positive growth trend, with expectations for revenue growth in the current year [3] - The company plans to repurchase shares, with a budget of 10 million yuan, and can complete the buyback within 2-3 days due to the small number of shares involved [4] - The number of shareholders as of September 10, 2025, is not disclosed, and inquiries for specific shareholder data require verification [3]

Group 1 - The company has achieved rapid growth in its suspension systems, new energy, and intelligent connected vehicle sectors during the first half of the year, successfully securing multiple series of electronic control shock absorber orders from major automakers such as Chery, Seres, and Changan [2] - A total of 141 new orders have been acquired, with an expected lifecycle revenue of 32.05 billion yuan, of which 73.9% comes from the new energy sector [2] - The company has also obtained 79 orders from traditional markets, projecting a lifecycle revenue of 17.89 billion yuan, which accounts for 55.8% of the total, and 62 orders from newly expanded markets with a lifecycle revenue of 14.16 billion yuan, representing 44.2% [2] Group 2 - FUSAI, a subsidiary of the company, was established in 2020 and has focused on building research and development capabilities and expanding market orders, achieving significant breakthroughs in the supply chains of major automakers like Hongqi, Volkswagen, and Toyota [3] - The company has built a stable R&D output capability by obtaining various certifications, including CNAS national laboratory certification, ASPICE software level 3 certification, and TiSAX cybersecurity certification, along with ISO9001 and IATF16949 certifications [3] - FUSAI has rapidly entered the supply chains of major automakers, achieving comprehensive breakthroughs in core products such as screens, instruments, radar, antennas, and intelligent domain controllers, driving significant revenue growth [3]

Group 1 - The core business of the company is focused on the research, production, and sales of automotive parts, with a strong competitive advantage in scale, product range, R&D capabilities, customer coverage, and resource layout [1] - The company has adjusted its market, product, and corporate structures to establish a core product lineup that includes chassis systems, thermal systems, new energy, intelligent networking, engine accessories, steering and safety systems, braking and transmission systems, and fasteners [1] - The company emphasizes its commitment to the automotive parts sector and plans to focus on application aspects in the humanoid robot field, given the significant differences in application scenarios, technical standards, and performance requirements between the two sectors [1] Group 2 - Fusay Company, a subsidiary of the company, is a strategic resource in the fields of intelligent cockpits, autonomous driving, and connected technologies, having established R&D teams in Changchun and Dalian [2] - The subsidiary has successfully integrated into the supply chains of major automotive manufacturers such as Hongqi, Volkswagen, and Toyota, achieving rapid revenue growth through its core products like screens, instruments, radars, antennas, and intelligent domain controllers [2] - The company is pursuing international development by acquiring a German fastener company to deepen its integration into the local automotive supply chain, aiming to absorb advanced technologies and expand its business coverage [2] Group 3 - The company announced its participation in the Qizhi Automotive Industry Chain Venture Capital Fund, with a total fund size of 1 billion yuan, contributing 100 million yuan to the investment [3] - The fund aims to invest in emerging business sectors, including the flying car project of Qiyu Technology, positioning the company to tap into the trillion-level flying car market [3] - This investment is seen as a foundation for cultivating new growth drivers and establishing substantial industrial linkages [3]

"中国制造业民营企业500强"系列榜单是全国工商联在上规模民营企业调研的基础上，按照企业上一年 度营业收入指标排序形成的，是中国民营经济领域最权威、最全面的榜单。联滔电子此次凭借强劲的发 展势头跻身全国榜单，不仅展现了企业自身的综合实力，更彰显出锦溪镇民营经济发展动力十足、前景 向好的良好态势。 下一步，锦溪将不断厚植民营经济优势，充分发挥龙头企业的牵引带动作用，持续优化营商环境，强化 企业服务与创新支持，积极引导民营企业抢抓机遇、加快转型，为经济社会高质量发展汇聚强劲动能。 近日，"2025中国制造业民营企业500强"榜单正式发布，昆山共有4家企业入围。其中，锦溪企业昆山联 滔电子有限公司为今年新上榜企业。 | 序号 | 企业名称 | 黑A | | --- | --- | --- | | 388 | 潍坊特钢集团有限公司 >> | 山东省 | | 389 | 昆山联滔电子有限公司 | 江苏省 | | 390 | 利欧集团股份有限公司 | 浙江省 | | | 391 宜宾市美捷通讯科技有限公司 | 四川省 | 昆山联滔电子有限公司是一家集天线、线性马达、无线充电器等产品研发、制造及销售于一体的国家高 新技术企 ...

Company Overview - Shuo Bei De Wireless Technology Co., Ltd. is located in Huizhou, Guangdong Province, established on February 17, 2004, and listed on June 8, 2012. The company specializes in the research, production, and sales of wireless communication terminal antennas [1][2]. Financial Performance - For the first half of 2025, the company achieved operating revenue of 1.208 billion yuan, representing a year-on-year growth of 48.50%. The net profit attributable to the parent company was 33.53 million yuan, showing a significant increase of 981.11% [2]. - As of June 30, 2025, the company has cumulatively distributed 116 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3]. Stock Performance - As of September 9, the stock price of Shuo Bei De was 22.72 yuan per share, with a market capitalization of 10.47 billion yuan. The stock has increased by 73.30% year-to-date, but has seen a decline of 5.06% in the last five trading days and 19.32% over the past 20 days [1]. - The company has appeared on the "Dragon and Tiger List" four times this year, with the most recent appearance on August 7, where it recorded a net purchase of 533 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders was 58,900, an increase of 1.37% from the previous period. The average circulating shares per person decreased by 2.45% to 7,485 shares [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 11.4313 million shares, an increase of 9.1216 million shares compared to the previous period [3]. Industry Context - Shuo Bei De operates within the electronic industry, specifically in the consumer electronics sector, focusing on components and assembly. The company is associated with several concepts, including NFC, 5.5G, drones, Beidou navigation, and robotics [2].