融券方面，和林微纳11月21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。 分红方面，和林微纳A股上市后累计派现7811.68万元。近三年，累计派现3091.68万元。 资料显示，苏州和林微纳科技股份有限公司位于江苏省苏州市高新区峨眉山路80号,香港湾仔皇后大道 东183号合和中心46楼，成立日期2012年6月18日，上市日期2021年3月29日，公司主营业务涉及微型精 密电子零部件和元器件的研发、设计、生产和销售。主营业务收入构成为：精密结构件44.34%，半导 体芯片测试探针32.73%，精微屏蔽罩15.36%，其他5.08%，废料收入/租赁1.66%，精微连接器及零组件 0.83%。 截至9月30日，和林微纳股东户数8841.00，较上期减少0.93%；人均流通股17152股，较上期增加 0.94%。2025年1月-9月，和林微纳实现营业收入6.79亿元，同比增长81.77%；归母净利润3677.99万元， 同比增长447.10%。 11月21日，和林微纳跌4.53%，成交额1.06亿元。两融 ...

截至11月20日，震裕科技股东户数2.12万，较上期减少4.16%；人均流通股5864股，较上期增加4.34%。 2025年1月-9月，震裕科技实现营业收入65.93亿元，同比增长31.47%；归母净利润4.12亿元，同比增长 138.93%。 分红方面，震裕科技A股上市后累计派现7049.69万元。近三年，累计派现4043.20万元。 机构持仓方面，截止2025年9月30日，震裕科技十大流通股东中，永赢先进制造智选混合发起A （018124）位居第四大流通股东，持股569.47万股，相比上期减少102.79万股。鹏华碳中和主题混合A （016530）位居第六大流通股东，持股431.76万股，相比上期减少115.25万股。香港中央结算有限公司 位居第八大流通股东，持股149.20万股，为新进股东。南方中证1000ETF（512100）位居第十大流通股 东，持股95.22万股，为新进股东。 责任编辑：小浪快报 11月21日，震裕科技跌2.12%，成交额6.43亿元。两融数据显示，当日震裕科技获融资买入额3778.02万 元，融资偿还7549.63万元，融资净买入-3771.60万元。截至11月21日，震裕科技融 ...

Core Insights - The article emphasizes the company's strategic expansion into new business areas, particularly in AI terminal hardware, commercial satellites, data centers, and robotics, which are expected to enhance future growth potential [4] - The company reported a revenue of 2.759 billion yuan for Q1-Q3 2025, reflecting a year-on-year increase of 4.20%, while the net profit attributable to shareholders was 325 million yuan, down 1.77% year-on-year due to reduced government subsidies [4] - The gross margin for Q1-Q3 2025 was 21.53%, an increase of 0.73 percentage points year-on-year, with Q3 alone showing a gross margin of 25.45%, up 1.69 percentage points year-on-year, attributed to strategic investments and product optimization [4] Business Development - The company successfully entered the AI hardware supply chain for new North American clients, providing comprehensive solutions for smart terminal products, including antennas and wireless charging [5] - The company maintains a leading position in commercial satellites and is increasing collaboration with two major North American clients [5] - Progress has been made in core automotive products such as vehicle radar and high-power wireless charging modules, with a focus on exploring opportunities in digital keys and wireless communication in smart driving [5] AI and Product Innovation - The growth in shipments of AI terminals like smartphones and smart wearables is driving the continuous growth of core product lines such as antennas and wireless charging modules [6] - The company is investing heavily in R&D for core materials, including polymer, magnetic, ceramic, and thermal materials [6] - In the antenna business, the company is developing various advanced antenna types to meet the communication needs of different smart terminal products [6] - The company is also consolidating its advantages in wireless charging technologies and developing high-frequency connectors to meet the demands of high-speed applications [6]

Group 1: Company Overview - Anjie Technology's core business is in consumer electronics, focusing on precision functional and structural components for smart devices like smartphones and laptops, maintaining stable strategic partnerships with major global brands [2] - The company is actively developing in emerging technology fields, including AI glasses, humanoid robots, and foldable screens, aligning product development with customer needs [2] Group 2: Global Expansion - Anjie Technology has accelerated its global layout with operational factories in Thailand and the USA, achieving mass production and delivery of various products, while the Vietnam factory is preparing for production [3] - The company aims to enhance its international R&D, production, and supply chain capabilities to strengthen its global competitive advantage [3] Group 3: New Energy Vehicle Business - In the new energy vehicle sector, Anjie Technology provides components for battery modules, cooling systems, charging ports, and high-voltage connectors, while also entering the high-power wireless charging system market [4] - The company plans to follow industry technology trends, focusing on innovation and product upgrades, while expanding its customer base and market presence in the new energy vehicle sector [4]

股票代码：002635 股票简称：安洁科技 苏州安洁科技股份有限公司 投资者关系活动记录表 编号：2025-004 | 品量产供货。 | | --- | （五）问：公司海外工厂建设情况？ 答：为了满足产业链全球化需求，公司泰国工厂、美国 工厂已投入生产运营，并实现多品种产品量产交付。越南工 厂也逐步完成主要客户的审厂认证等准备工作，后续将快速 推动投产进程。 公司将不断提升自身国际化产品研发、生产和供应链布 局能力。 （六）问：公司新能源汽车业务情况发展现状以及后续 发展方向？ 答：现阶段，公司新能源汽车业务主要是为国际客户提 供电池模组零部件、冷却系统零部件、充电端口零部件及高 压连接线组件等精密结构件、精密功能件和模组件。同时， 公司切入新能源汽车大功率无线充电系统领域，深度布局氢 燃料电池零部件业务，实现公司在新能源汽车领域的产品线 多元化。 投资者关系活动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 √现场参观 □其他 （网络及电话会议） 参与单位名称及人员 姓名 上海国科龙晖私募基金 姜俊峰 赢仕投资 李柯兵 上海证券 葛博威 中颐财会 逢尹菁 中国电子商会 ...

Core Viewpoint - Ningbo Fangzheng (300998) has signed a strategic cooperation agreement with Ningbo Huaxiang Qiyuan Technology Co., Ltd. to enhance collaboration in the production and application of general robot components and systems [1] Group 1: Strategic Cooperation - The agreement aims to integrate various R&D and manufacturing resources between the two companies [1] - The focus of the collaboration includes the development and mass production of precision structural components and joint modules for robot products [1] Group 2: Company Background - Huaxiang Qiyuan is a wholly-owned subsidiary established by Ningbo Huaxiang Electronics Co., Ltd., specializing in intelligent robot manufacturing [1]

Investment Rating - The report maintains a "Buy" rating for the company, indicating a favorable outlook for investment over the next 6-12 months [5]. Core Insights - The company is expanding into new business areas such as AI terminal hardware, commercial satellites, data centers, and robotics, which opens up significant growth potential [1][2]. - The company has successfully entered the North American AI hardware supply chain, providing comprehensive solutions for smart terminal products [2]. - The growth in AI technology is driving demand for the company's core products, including antennas and wireless charging modules [3]. - The company has adjusted its profit forecasts for 2025 and 2026, predicting a decline in net profit due to reduced government subsidies, but expects a recovery in 2027 [4]. Summary by Sections Financial Performance - For Q1-Q3 2025, the company reported revenue of 2.759 billion yuan, a year-on-year increase of 4.20%, and a net profit of 325 million yuan, a decrease of 1.77% [1]. - The gross margin for Q1-Q3 2025 was 21.53%, up 0.73 percentage points year-on-year, with Q3 showing a gross margin of 25.45%, an increase of 1.69 percentage points [1]. Revenue and Profit Forecast - The revenue forecast for 2025 is set at 9.618 billion yuan, with a growth rate of 10.00%, while the net profit is projected at 778 million yuan, reflecting a year-on-year decline of 11% [4]. - The company anticipates a net profit of 998 million yuan in 2027, corresponding to a price-to-earnings (P/E) ratio of 30X [4]. Product Development and Market Position - The company is focusing on high-strength R&D investments in core materials such as polymer, magnetic, ceramic, and thermal materials [3]. - It is actively developing various types of antennas and enhancing its capabilities in wireless charging technologies [3]. Market Dynamics - The global consumer electronics market is recovering, which supports the company's existing business while it explores new opportunities in AI and automotive sectors [1][2].

Core Viewpoint - The leadership changes at Jie Rong Technology (002855.SZ) include the resignation of Chairman Zhang Shouzhi and the appointment of Zhao Xiaoqun as the new chairman, indicating a significant shift in the company's management structure [1][2]. Group 1: Leadership Changes - Chairman Zhang Shouzhi has resigned from his positions but will continue to work within the company [1]. - Zhao Xiaoqun, the new chairman, is a founding member of the company and has held various leadership roles since its inception [2]. - Zhao Xiaoqun is the actual controller of the company, holding 100% of the shares in the controlling shareholder, Jie Rong Technology Group [2]. Group 2: Recent Performance - Jie Rong Technology reported a revenue of 1.27 billion yuan for Q3 2025, a year-on-year increase of 29.0% [3]. - The company experienced a net loss of 283 million yuan, worsening from a loss of 177 million yuan in the same period last year [3]. - The stock price fell by 2.5% to 2.73 yuan per share, with a total market capitalization of 12.366 billion yuan as of November 18 [3].

Core Viewpoint - Ningbo Fangzheng (300998) has signed a strategic cooperation agreement with Ningbo Huaxiang Qiyuan Technology Co., Ltd. (referred to as "Huaxiang Qiyuan") to enhance collaboration in the production and application of various types of robots, including humanoid and commercial cleaning robots [1] Group 1 - The cooperation will focus on the development and mass production of precision structural components and joint modules required for Huaxiang Qiyuan's robot products [1] - Huaxiang Qiyuan will be responsible for the design and confirmation of product requirements for planetary precision structural components and joint modules [1] - Both companies will jointly work on the development of production processes, sample manufacturing, and achieving mass production for the specified products [1]

格隆汇11月18日丨宁波方正（维权）(300998.SZ)公布，公司与宁波华翔启源科技有限公司（简称"华翔 启源"）签署了《战略合作协议》，双方遵守依法合规、优势互补、友好协商、互利共赢的原则，建立 战略合作关系，加快建设通用机器人产业，推动通用机器人供应链示范和产品创新双驱动。双方同意建 立战略合作关系，充分发挥双方在各自领域的优势，整合各类研发及制造资源，在通用双足人形/轮式 人形/四足/商业清洁机器人零件生产制造和整机应用等领域加强合作。 基于合作目标，甲乙双方同意在以下方面开展深度合作：1.双方就甲方机器人产品需求的精密结构件、 关节模组等产品开展相关的开发和量产方面的合作。甲方负责行星精密结构件、关节模组等产品需求设 计与方案的确认，双方共同开展精密结构件、关节模组等产品生产工艺开发、样品制造及量产实现工 作。2.以"合理利润"为基础，以"开诚布公"为原则，甲乙双方在精密结构件、关节模组等产品的联合开 发过程中，样品阶段产生原材料及加工等样品费用，由双方共同确认后实施，甲方通过样品采购的方式 向乙方支付；为量产阶段需要投入工装模具或专用设备等一次性投入的费用，由双方共同确认后实施， 乙方应先行承担， ...