证券日报网讯新劲刚10月14日在互动平台回答投资者提问时表示，公司目前与深圳市时代速信暂无业务 往来。在射频微波芯片领域，各企业依托自身技术特点与核心优势参与市场竞争，共同推动行业发展。 未来，公司将持续聚焦主营业务，通过强化精益化管理、推进技术革新等举措扎实做好生产经营，全力 推动企业高质量发展，力争以更优异的经营成果回报广大投资者。 （文章来源：证券日报） ...

Core Viewpoint - The company, 新劲刚 (300629.SZ), currently has no business dealings with Shenzhen Shidai Suxin, indicating a focus on its own operations and partnerships in the industry [1] Group 1: Company Focus - The company is committed to its main business and aims to enhance operational efficiency through lean management and technological innovation [1] - The company emphasizes the importance of high-quality development and aims to deliver better operational results to its investors [1] Group 2: Industry Context - In the field of RF microwave chips, various companies leverage their technological characteristics and core advantages to compete in the market, contributing to industry development [1]

Core Viewpoint - The company held an online investor meeting to discuss its business development, product market demand, and cooperation status, highlighting its expansion into deepwater oil and gas equipment and partnerships in the optical communication sector [1][2]. Business Development - The company has expanded beyond its core business of high-reliability electronic components and microcircuit modules, becoming a member of the deepwater oil and gas equipment industry alliance, providing key components like non-solid electrolyte tantalum capacitors for CNOOC's "Xuanji" deepwater drilling platform [1]. - The company has established business relationships with several leading enterprises in the optical communication field, gradually increasing the supply of civilian tantalum capacitors for domestic servers [1]. Product Market Demand - High-reliability business revenue accounts for over 85% of the company's total revenue, with an expected increase in demand for components due to rising hardware investments driven by AI [1][2]. Cooperation Status - The company's subsidiary, Hongda Hengxin, has widely applied its products in optical communication modules and has established cooperation with several leading companies in the optical communication sector [1]. - The company confirmed ongoing business interactions with major players in the optical communication field, although it currently has no collaboration with Yushutech, Shenghong Technology, NVIDIA, or Huawei [2]. Financial Outlook - The company has no current plans for share buybacks and advises investors to await the annual and third-quarter reports for 2025 performance updates [2]. - The company adopts a conservative accounting policy regarding accounts receivable, preparing for potential impairments while maintaining a low risk of impairment due to high customer credit quality [2].

Core Insights - The establishment of industrial merger and acquisition funds by listed companies is becoming a popular investment and financing method, with 81 companies setting up such funds this year, focusing primarily on the semiconductor and new energy sectors [1][2] - Companies like Hongfu Han and GCL-Poly have announced significant investments in these sectors, with Hongfu Han committing approximately 10.6 million yuan to a fund focused on RF microwave chips and GCL-Poly establishing a 1 billion yuan fund for solar energy investments [1][2] - The trend indicates a shift towards long-term investment strategies, with companies leveraging private equity (PE) to enhance their capital operations and integrate their supply chains [2][3] Industry Trends - The majority of listed companies are targeting the semiconductor and new energy sectors for their merger and acquisition funds, reflecting a broader industry trend towards these high-growth areas [1][3] - The collaboration among companies to establish these funds often aligns with shared interests, such as increasing supplier numbers and enhancing supply chain stability [2] - The government's support for the semiconductor and new energy industries further incentivizes companies to invest in these sectors, aiming to activate existing capital and attract social capital for future growth [3]