证券日报网讯 2月24日，精研科技在互动平台回答投资者提问时表示，精研科技作为国内首家MIM行业 上市公司和全球MIM龙头企业之一，在精密MIM零部件制造方面具有深厚的技术积累。公司动力业务 板块主要从事精密转动结构组件和精密传动结构组件的研发、设计、制造和量产，其中精密转动结构组 件主要为折叠屏手机用转轴，应用于消费电子领域。公司散热板块具备VC、热管、风冷模组、液冷模 组的量产能力和经验。公司将继续密切关注下游客户的市场动态和行业技术工艺的变化趋势，持续加大 技术研发投入，提高公司产品综合竞争力和盈利水平。焊接工艺是冷板的制程工序之一，公司冷板类产 品可以使用多种焊接工艺，但具体采用哪种焊接方式，最终由工艺难度、性能与成本决定。关于信合科 技，公司与其暂无任何合作关系。另外，公司按照法律法规要求履行信息披露义务，所有信息以公开披 露内容为准，建议投资者理性分析和投资。 （文章来源：证券日报） ...

Group 1 - The core focus of the company’s foldable screen business is on two main areas: the power module segment (hinges for foldable smartphones) and the metal manufacturing segment (MIM parts for hinge components) [1] - In terms of revenue contribution, the MIM parts for hinge components account for a higher overall proportion compared to the power module segment [1]

Group 1 - The company primarily provides MIM parts for axis components and hinges for foldable smartphones to Android clients [1] - The company has a strong technical foundation in MIM technology, excellent process control capabilities, and extensive experience in material development and mass production [1] - The company possesses certain advantages in the industry due to its comprehensive capabilities [1]

Group 1: Company Strategy and Goals - The company's vision is to become a world-class enterprise focused on long-term development and technological advantages, with a strategic goal of enhancing operational models and management systems through modernization [3][4]. - The company aims to maintain shareholder rights and responsibilities through prudent market value management, focusing on core business operations [3][4]. Group 2: Financial Performance - In Q2 2025, the company achieved a net profit of 98.25 million CNY, a 13.82% increase year-on-year, driven by strong growth in core business areas [6][7]. - The total revenue for Q2 2025 reached 945 million CNY, reflecting a year-on-year growth of 54.21%, primarily due to increased demand from major Android clients and the expansion of new application scenarios [7][18]. Group 3: Business Segments and Product Development - The company has diversified its business into six major segments, including precision metal components, power, precision plastics, thermal management, smart manufacturing services, and electronic manufacturing [4][5]. - The MIM product line has seen significant growth, with a 30.19% increase in revenue from smartphone and wearable device components, and a 70.27% increase from the power segment [18]. Group 4: Future Growth and Market Position - The company plans to expand its MIM business capacity and is actively pursuing new applications in sectors such as new energy, new consumption, and new infrastructure [19][22]. - The company is focusing on enhancing its competitive edge through innovation in materials, products, and manufacturing processes [19][20]. Group 5: Risk Management and Investor Relations - The company emphasizes the importance of prudent investment decisions and encourages investors to analyze risks carefully, especially in light of market fluctuations [9][27]. - The company maintains a commitment to transparent communication with investors, regularly updating them on financial performance and strategic initiatives [27].

Group 1 - Apple is expected to launch its first foldable iPhone by 2026, resembling Samsung's book-style foldable design, featuring a four-camera system and returning to Touch ID technology [1] - Supply chain sources indicate that Apple suppliers have begun preparing for this model, with plans for mass production starting early next year to ensure a timely release in the fall [1] - Companies like 精研科技 are focusing on foldable screen technology, collaborating with major clients on various stages of product development, including technical consulting and mass production [1][2] Group 2 - The foldable smartphone market is currently dominated by Android devices, and Apple's potential entry could significantly influence the industry by addressing existing pain points [2] - 精研科技, a key supplier for Apple, is involved in providing components for foldable devices, while other suppliers like 领益智造 and 宜安科技 are also engaged in the foldable screen supply chain [3] - IDC reports that China's foldable smartphone market shipped approximately 700.7 million units in 2023, marking a 114.5% year-on-year increase, with projections of 917 million units in 2024, reflecting a slowdown in growth [3] Group 3 - Future development of foldable smartphones will focus on enhancing productivity and breaking down ecosystem barriers, as highlighted by IDC [4] - TrendForce indicates that advancements in technology and price reductions are making foldable phones a focal point in the mid-to-high-end market, with manufacturers preparing for a potential market explosion in 2026 [4] - Apple is considering the use of liquid metal for structural components, which could lead to significant upgrades in the supply chain if combined with advanced manufacturing techniques [4][5]

Group 1 - The core viewpoint of the article is that Jingyan Technology's subsidiary, Jiangsu Jingyan Power System Co., Ltd., is currently focused on developing products primarily for foldable smartphones and cleaning robots, with limited revenue contribution from these applications [1] - The company is exploring various application scenarios for its products, including those used in delivery robots and commercial cleaning robots, but these efforts are still in the experimental stage [1] - The overall business scale of these products remains small, indicating that they do not significantly impact the overall revenue of the power company [1]

Group 1 - The company, Jingyan Technology, indicated that its subsidiary, Jiangsu Jingyan Power System Co., Ltd., primarily focuses on products for foldable smartphones, sweeping machine drive modules, and washing machine drive modules [2] - The company has made some attempts to expand its product applications into delivery robots and commercial cleaning robots, but these applications are still in the experimental stage [2] - The contribution of these new application areas to the overall revenue of the power company is currently limited [2]