Core Viewpoint - Meicheng Technology, a modern advanced ceramic manufacturing company, is preparing for an IPO with the support of CITIC Securities, aiming to expand its market presence and enhance its technological capabilities [1][2]. Company Overview - Meicheng Technology was established in 2010 and is located in the Xinhua High-tech Industrial Development Zone, covering an area of 230 acres. The company integrates R&D, production, and sales [1]. - The company has received several accolades, including being recognized as a national high-tech enterprise and a leading enterprise in the advanced ceramic industry chain in Hunan Province [1]. Product and Market Focus - Meicheng Technology specializes in the R&D and application of various ceramics, including alumina ceramics, zirconia ceramics, talc ceramics, and other non-oxide ceramics. Its main products include ceramics for new energy, temperature control, sensors, magnetrons, and lead-free piezoelectric ceramics [1]. - The company serves notable clients such as BYD, Sensata, Midea, and Galanz, with applications in sectors like new energy vehicles, electronics, telecommunications, urban light rail, medical devices, and aerospace [1]. Intellectual Property and Innovation - The company holds 35 invention patents, 105 utility model patents, and 16 software copyrights. Its proprietary technology for preparing complex structure high-performance electronic ceramics has been recognized as "domestically leading" [2]. Recent Financing and Future Plans - In April of this year, Meicheng Technology completed a financing round exceeding 100 million yuan, led by Hunan State-owned Capital Investment Institution and supported by other local investment funds. The funds will be used for expanding its electronic ceramic base, R&D investment, and market expansion [2]. - The chairman of Meicheng Technology stated that this financing round marks a significant milestone for the company, enhancing its governance and compliance while driving technological innovation [2]. Shareholding Structure - The controlling shareholder of Meicheng Technology is Fang Haojie, who directly holds 65.32% of the company's shares [3].

在半导体产业的精密制造版图中，精密温控技术犹如一颗隐匿的明珠，虽鲜少站在聚光灯下，却以其精准的调控能力，为芯片制造的各个环节提供着不可或 缺的支撑。 随着半导体产业加速向中国市场转移，精密温控技术的市场需求持续攀升，中国本土企业正以创新实力重塑市场格局，解决行业关键元器件"卡脖子"问题。 厦门宇电自动化科技有限公司（简称"宇电温控科技"）作为国内工业温控领域的"隐形冠军"，历经35载技术沉淀，成功突破半导体级温控技术壁垒，实现了 从光伏到半导体设备的全产业链国产化替代。 近日，笔者有幸采访到宇电温控科技董事长周宇，其深入剖析了半导体精密温控市场的现状、宇电的切入契机与发展历程，以及其在半导体领域的创新布局 与长远规划。 破局：顺势挺进制造业"金字塔" 在半导体芯片制造的复杂流程中，精密温度控制技术是确保芯片良率与性能的关键因素。从光刻、刻蚀、薄膜沉积等前道工艺，到固晶、塑封、测试等后道 环节，几乎每个环节都对温度精度有着严苛要求。哪怕是微小的温度波动，都可能导致线路图案失真、薄膜厚度不均等问题，给企业带来百万甚至千万元以 上的损失。因此，温控器的精度、稳定性和可靠性直接关系到半导体生产的质量与效率。 精密温度 ...

Core Viewpoint - Yangjie Technology has terminated its original plan to acquire Better Electronics through a combination of issuing shares and cash payments, opting instead to pursue a cash acquisition plan [2][3]. Group 1: Acquisition Details - Yangjie Technology signed a cash acquisition intention agreement with six major shareholders of Better Electronics on July 2, 2025, indicating a shift to negotiate a cash purchase of all or part of Better Electronics' shares [3][11]. - The original acquisition plan involved issuing shares and cash to 67 parties for 100% of Better Electronics, but the new plan significantly reduces the number of parties involved to just six [7][8]. - The decision to terminate the original plan was influenced by the changing capital market environment and the inability to reach an agreement on the terms of the share issuance and cash payment [8]. Group 2: Financial Performance - Yangjie Technology reported a revenue of 6.033 billion yuan in 2024, a year-on-year increase of 11.53%, and a net profit of 1.002 billion yuan, up 8.50% [12]. - In the first quarter of 2025, the company continued its growth trajectory with a revenue of 1.579 billion yuan, representing an 18.90% increase year-on-year, and a net profit of 273 million yuan, up 51.22% [12]. Group 3: Market Position and Strategy - Better Electronics specializes in the research, production, and sales of power electronic protection components, which aligns with Yangjie Technology's strategic focus on over-voltage protection products [11]. - The acquisition is expected to enhance Yangjie Technology's market position and competitiveness in the downstream customer segment [11].

重要公告： 中科曙光：海光信息拟换股吸收合并公司 股票26日起停牌 海光信息：拟通过换股方式吸收合并中科曙光 股票26日停牌 北方长龙：筹划购买河南众晟控股权及配套融资 股票停牌 邦彦技术：终止发行股份及支付现金购买资产并募集配套资金事项 润建股份：预中标3.74亿元中国移动家集客接入施工服务采购项目 沪市重要公告： 海光信息（688041）公告，公司正在筹划通过换股方式吸收合并中科曙光，并发行A股股票募集配套资 金。公司A股股票将于2025年5月26日开市时起开始停牌。本次重组涉及事项较多、涉及流程较为复 杂，预计停牌时间不超过10个交易日。 城地香江：联合体预中标中国移动浙江公司数据中心机房动力系统建设项目 城地香江（603887）公告，公司全资子公司香江系统工程有限公司与中国移动通信集团设计院有限公司 结成的联合体，中标中国移动浙江公司2025年长三角（宁波）数据中心机房动力系统建设项目EPC工程 总承包采购项目。投标报价（不含税）约为4.40亿元。该项目如最终中标确认，预计将为公司带来积极 影响。 明泰铝业：与鹏辉能源签订战略合作框架协议 明泰铝业（601677）公告，公司与广州鹏辉能源科技有限公司（ ...

证券代码：870976 证券简称：视声智能 公告编号：2025-049 广州视声智能股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 5 月 20 日至 2025 年 5 月 21 日 活动地点：广州视声智能股份有限公司&全景网"投资者关系互动平台" （https://ir.p5w.net） □媒体采访 √现场参观 □新闻发布会 参会单位及人员：华银基金、广州兴鼎鳌投资产管理有限公司、青岛玖玺基 金管理有限公司、深圳前海登程资产管理有限公司、广东天贝合资产管理有限公 司、广东博众智能科技投资有限公司、广州长牛投资有限公司、广东花城荟私募 证券投资基金管理有限公司、红塔红土基金管理有限公司、新途资本资产管理有 限公司、广州天易达盈私募股权投资基金、国商科技有限公司、中国农业银行塘 头支行、广东万泽汇资产管理有限公司、广州私募基金协会以 ...

Industry Overview and Trends - The thermostat industry is crucial for controlling and regulating temperature across various sectors, including industrial production, daily life, and scientific research [1] - Thermostats are primarily categorized into mechanical and electronic types, with electronic thermostats becoming the mainstream due to their speed, accuracy, and programmability [4] - The market is witnessing a shift towards smart, digital, and networked electronic thermostats, enhancing user experience while improving energy efficiency [4][5] Current Status of the Thermostat Industry - The demand for smart thermostats is increasing, driven by the growth of the smart home market and the rising automation levels in industries like food processing and pharmaceuticals [5] - The Chinese thermostat market has been expanding steadily, maintaining a high annual growth rate [5] Development Trends in the Thermostat Industry Technological Development Trends - The industry is moving towards smart automation, high-precision control, and green energy solutions, with technologies like IoT, big data, and AI enabling self-learning and adaptive regulation [6] - Advanced sensor technologies are enhancing precision for demanding environments, while energy-efficient components and algorithms are promoting sustainable development [6] Market Demand Trends - In the residential sector, the penetration rate of smart thermostats is expected to rise from 35% in 2023 to 50% by 2025, driven by consumer awareness and policies promoting smart home features [7] - The industrial sector is seeing a significant increase in customized temperature control solutions, with the market size projected to reach 8 billion yuan by 2025 [7] - Emerging sectors like electric vehicles and cold chain logistics are creating new growth opportunities for high-precision thermostats [7] Policy Direction Trends - National "dual carbon" goals and policies promoting smart transformation are creating a favorable environment for smart thermostats in energy-efficient buildings and industrial automation [8] - New regulations mandate the installation of smart temperature control systems in new residential buildings, supported by government subsidies for energy-saving solutions [8]

证券代码：300335 证券简称：迪森股份 广州迪森热能技术股份有限公司 问题3：领导好，请问公司C端产品有哪些？智能舒适家 居制造及服务后续的发展规划 答:尊敬的投资者您好，公司C端产品构建了可覆盖电 能、天然气及空气能多能互补的产品体系，涵盖壁挂炉、空 气源热泵、燃气热水器、五恒空调、净水系统、互联网温控 器及集成灶、烟灶等一系列智能家居产品，全方位满足用户 的多元化需求。后续发展规划详细情况请见公司已披露的 2024年年报中"第三节（十一）公司未来发展的展望"的章 节，谢谢关注！ 问题4：小松鼠有什么新产品吗？ 答:尊敬的投资者您好，公司2024年顺势推出M20、M6T 以及B20D等多款全预混冷凝炉及壁挂炉新品，在性能上不仅 具备超恒温技术，能将水温波动精准控制在极小范围，带来 始终如一的舒适体验，更拥有超大水量输出能力，轻松满足 大户型家庭以及轻商用场景下多人同时用水的需求。不仅如 此，公司持续发力既有产品升级，全力推进80kW轻商用系 统炉T2等产品的迭代进程，成功构建起功率覆盖20kW至 80kW、供暖面积适配60至1,000平方米的全预混冷凝产品矩 阵。谢谢关注！ 投资者关系活动记录表 编号： ...

星标 ★ IPO日报 精彩文章第一时间推送 又一家IPO撤否公司，改道"牵手"上市公司。 3月13日午间，扬杰科技披露公告称，公司拟以发行股份及支付现金方式购买东莞市贝特电子科技股份有限公司（以下简称"贝特电子"）控制权，并募集 配套资金。 公司证券自3月13日开市起开始停牌，公司预计在不超过10个交易日的时间内申请复牌。 制图：佘诗婕 标的公司曾冲击创业板IPO 01 一些投资者对于上市公司此次收购的贝特电子或许并不陌生。 此前，贝特电子曾在新三板挂牌。具体来看，贝特电子于2016年4月25日正式在股转系统挂牌并公开转让。2018年7月11日，该公司终止挂牌。 贝特电子曾有过一段IPO经历。2023年6月，贝特电子创业板IPO获得受理，公司拟首发募资5.5亿元，不过在2024年8月IPO撤单。 据悉，贝特电子主要从事电力电子保护元件及相关配件的研发、生产与销售，主要产品有电力熔断器、电子熔断器、自恢复保险丝、一次性热熔断体及可 复位温控器等。 2021年至2023年，公司营业收入分别为4.49亿元、5.61亿元及6.27亿元，净利润分别约为3392.49万元、9025.17万元和1.10亿元，扣非归母净利润 ...