凯中精密（002823）公告，预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润为1.01亿 元-1.2亿元，比上年同期的7731.48万元增长30.63%-55.21%。扣除非经常性损益后的净利润为1.08亿 元-1.27亿元，比上年同期的6936万元增长55.71%-83.10%。基本每股收益为0.34元/股–0.4元/股。公司运 营效率持续提升，作为连接器等精密零组件一体化解决方案供应商，不断获得国内、外头部客户新项目 定点。 ...

中国经济网北京7月10日讯斯瑞新材(688102.SH)昨日晚间发布公告称，公司于2025年7月9日收到上海证 券交易所出具的《关于陕西斯瑞新材料股份有限公司向特定对象发行股票的交易所审核意见》，公司向 特定对象发行股票申请符合发行条件、上市条件和信息披露要求。上海证券交易所将在收到公司申请文 件后提交中国证监会注册。 斯瑞新材表示，公司本次向特定对象发行A股股票事项尚需获得中国证监会作出同意注册的决定后方可 实施，最终能否获得中国证监会同意注册的决定及其时间尚存在不确定性。公司将根据该事项的进展情 况及时履行信息披露义务。 本次向特定对象发行股票数量按照募集资金总额除以发行价格确定，同时本次发行股票数量不超过本次 向特定对象发行前公司总股本的30%，即本次发行不超过218,201,367股，最终发行数量上限以中国证监 会同意注册的发行数量上限为准。在前述范围内，最终发行数量由董事会根据股东大会的授权，结合最 终发行价格与保荐机构(主承销商)协商确定。 发行对象认购的股份自本次向特定对象发行结束之日起六个月内不得转让。 截至募集说明书签署日，公司总股本为727,337,890股，王文斌直接持有公司293,68 ...

Group 1: Industry Development - Weifang Anqiu City is focusing on chain cultivation and full-cycle empowerment for the development of the information industry, primarily through the Yili Intelligent Manufacturing Supporting Industrial Park [1] - The city aims to create a leading industrial cluster and innovation hub in the electronic information manufacturing sector [1] - The electronic information manufacturing industry in Anqiu City achieved an output value of 1.13 billion yuan from January to May, representing a year-on-year growth of 20.9% [2] Group 2: Company Highlights - Shandong Xike Intelligent Technology Co., Ltd. produces VR components and acoustic parts, with daily production ranging from 500,000 to 3 million units [1] - The company has established partnerships with universities for research and development, resulting in 29 patents and software copyrights [1] - Shandong Sanshun Intelligent Technology Co., Ltd. has built a production base for smart touch screens and lighting, capturing 80% of the high-end product market share for Haier's Casarte brand [2] - The company expects to achieve a revenue of 120 million yuan this year, following new supply agreements with major brands [2] Group 3: Future Plans - Shandong Xike plans to focus on precision VR components and automotive connectors, with an investment of over 10 million yuan and a revenue target of over 200 million yuan within five years [1] - Anqiu City aims to develop the electronic information industry into a new growth engine for the local economy within five years [2]

富创精密已成为全球为数不多能够为7纳米工艺制程半导体设备批量提供精密零部件的厂商。 中国半导体产业发展如同"攀登珠峰"，如果把半导体设备比作"登山靴"，那精密零部件就是"鞋底"，决定着设 备的制造供应和升级迭代，这也曾是国内半导体设备企业被"卡脖子"的环节之一。 富创精密是国内半导体设备精密零部件的领军企业，为半导体设备提供机械及机电零组件、气体传输系统等产 品，覆盖了芯片制造的光刻、刻蚀、薄膜沉积、涂胶显影等多个环节。目前，富创精密已成为全球为数不多能 够为7纳米工艺制程半导体设备批量提供精密零部件的厂商。 富创精密创始人、董事长郑广文表示，富创精密主要在三大领域发力：一是精密金属零件加工，从OEM（原 始设备制造商）起步，目前半导体领域90%的金属零部件都能制作并实现国产化；二是真空阀体等产品类的业 务，这些产品很多国产化程度都比较低，有产品90%都依赖进口，国产替代空间广阔；三是气体传输系统，这 是公司业绩增长"新曲线"。 "以7纳米芯片为例，已经没法用机械方式去挖沟槽，主要靠化学反应，而化学反应主要靠气体。整个半导体在 刻蚀、镀膜、注入等环节都靠气体，对气体传输的洁净程度和控制精准度提出很高要求。"郑 ...

Core Viewpoint - Goer Group's subsidiary, Goer Optical, has completed a significant capital increase of 277 million yuan to enhance its financial health and support long-term development in the consumer electronics market, which is showing signs of recovery [1][2]. Group 1: Capital Increase and Ownership Structure - Goer Optical's registered capital increased from 982 million yuan to 1.059 billion yuan after the capital increase [2]. - Following the capital increase, Goer Group's ownership in Goer Optical decreased from 61.1022% to 56.6560%, while still remaining the controlling shareholder [2]. - Key stakeholders, including the chairman and major shareholders, participated in the capital increase, maintaining significant ownership stakes [2]. Group 2: Production Capacity and Technological Development - The capital increase will fund the addition of two fully automated optical module production lines, expected to boost production capacity by 30% [2]. - Goer Group has established multiple optical research and development centers, creating a comprehensive technology layout covering XR optical components, micro-projection, and automotive HUDs [3]. - The company has made strategic acquisitions, such as the purchase of Yuguang Technology, to enhance its capabilities in micro-nano optical devices and overall solutions for smart devices [3]. Group 3: Financial Performance and R&D Investment - In 2024, Goer Group reported revenue of approximately 100.95 billion yuan, a year-on-year increase of 2.41%, and a net profit of about 2.665 billion yuan, up 144.93% [5]. - For Q1 2025, the company achieved revenue of 16.305 billion yuan and a net profit of 469 million yuan, reflecting a year-on-year growth of 23.53% [5]. - R&D expenses for Q1 2025 reached 1.096 billion yuan, marking a 32.83% increase compared to the previous year, positioning the company as a leader in R&D spending among consumer electronics firms [1][7].

国金证券股份有限公司 关于深圳市泛海统联精密制造股份有限公司关联方为公司 向金融机构申请授信额度 提供反担保暨关联交易的核查意见 国金证券股份有限公司（以下简称"保荐机构"）作为深圳市泛海统联精密制 造股份有限公司（以下简称"统联精密"或"发行人"）首次公开发行股票并在科创 板上市的保荐机构，根据《证券发行上市保荐业务管理办法》《上海证券交易所 上市公司自律监管指引第 11 号——持续督导》《上海证券交易所科创板股票上 市规则》以及《科创板上市公司持续监管办法（试行）》等法规的有关规定，对 公司控股股东、实际控制人杨虎及其配偶王小林为公司（公司指"统联精密"或 此次申请融资授信额度的两家子公司"深圳市泛海统联精密模具有限公司"、 "深 圳市泛海统联智能制造有限公司"）向金融机构申请授信额度提供反担保暨关联 交易事项进行了审慎核查，发表如下意见： 一、本次申请授信额度的基本情况 公司为拓宽融资渠道，同时降低融资成本，公司拟向深圳市高新投小额贷款 有限公司（以下简称"高新投小额贷款"）申请融资授信额度。其中深圳市泛海 统联精密模具有限公司（以下简称"精密模具"）以其名下有权处分的一项专利 作为质押担保，向高新投小 ...

Core Viewpoint - The report highlights the strong growth potential of 富创精密 (Fuchuang Precision) in the semiconductor components sector, driven by its dual strategy in mechanical and electromechanical components and gas transmission systems, with a projected revenue increase of 47.14% in 2024 [2] Group 1: Business Strategy and Growth - The company has established a competitive advantage through its dual strategy in mechanical and electromechanical components and gas transmission systems, focusing on precision parts for semiconductor equipment [2] - In 2024, the company expects to achieve revenue of 3.04 billion yuan, with mechanical and electromechanical components and gas transmission systems contributing 2.08 billion yuan and 879 million yuan, respectively, reflecting year-on-year growth of 57.69% and 22.82% [2] - The company has developed over 70 gas cabinet design solutions for leading domestic clients, with most already in mass production, indicating a strong market position [2] Group 2: Market Expansion and Client Strategy - The company is focusing on a major client strategy, with revenue from mainland China accounting for 69.75% of total revenue, a year-on-year increase of 43.95% [3] - The company is implementing a "localization + regional collaboration" strategy to efficiently allocate resources and cover key global markets, with production bases established in Shenyang, Nantong, Beijing, and Singapore [3] - The Singapore subsidiary has completed client certification and is expected to enhance the company's competitiveness in the global market by reducing supply chain costs [3] Group 3: Mergers and Acquisitions - The company plans to acquire 100% of Beijing Yisheng Precision Semiconductor Co., Ltd. for up to 800 million yuan to enhance its semiconductor component service ecosystem [4] - A strategic investment in Zhejiang Poxin Electronic Technology Co., Ltd. aims to gain a 21.58% stake in the international gas transmission system manufacturer Compart, leveraging its technology and global supply chain [5] Group 4: Financial Projections - The company forecasts revenues of 4.03 billion yuan, 5.35 billion yuan, and 7.03 billion yuan for 2025, 2026, and 2027, respectively, with net profits projected at 213 million yuan, 412 million yuan, and 646 million yuan [6] - The current stock price corresponds to a price-to-earnings ratio of 76x, 39x, and 25x for the years 2025 to 2027, maintaining a "buy" rating [6]

证券研究报告：电子 | 公司点评报告 股票投资评级 买入 |维持 公司基本情况 | 最新收盘价（元） | 52.51 | | --- | --- | | 总股本/流通股本（亿股）3.06 | / 1.77 | | 总市值/流通市值（亿元）161 | / 93 | | 52 周内最高/最低价 | 74.10 / 31.32 | | 资产负债率(%) | 43.8% | | 市盈率 | 66.47 | | 第一大股东 | 沈阳先进制造技术产业 | | 有限公司 | | 研究所 分析师:吴文吉 SAC 登记编号:S1340523050004 Email:wuwenji@cnpsec.com 分析师:翟一梦 SAC 登记编号:S1340525040003 Email:zhaiyimeng@cnpsec.com 富创精密(688409) 富集芯能，创领未来 l 投资要点 机械及机电零组件+气体传输系统双曲线战略，锻造产品竞争新 优势。作为半导体零部件领域的领军企业，公司产品主要为半导体设 备、泛半导体设备及其他领域的精密零部件，主要包括：机械及机电 零组件（腔体、内衬、匀气盘等工艺零部件及腔体模组、阀体模组等 模组产品 ...

Core Insights - Company received a project confirmation from a leading global new energy battery manufacturer to supply busbar products for electric vehicle battery packs, with an estimated sales value of approximately 700 million yuan, set to begin mass production by the end of 2025 [1][2] Group 1: Business Performance - Company has experienced continuous revenue and net profit growth for three consecutive years, benefiting from the development of the new energy vehicle industry [1][4] - In Q1 2025, company achieved revenue of 720 million yuan and net profit of 49.05 million yuan, representing a year-on-year increase of 75.51% [5] - Revenue figures for 2022 to 2024 were 2.662 billion yuan, 3.024 billion yuan, and 3.05 billion yuan, with year-on-year growth rates of 8.77%, 13.60%, and 0.85% respectively [4] Group 2: Market Position and Clientele - Company has established a global client base, including top domestic and international automotive manufacturers such as Daimler, Toyota, and Bosch, enhancing its competitive edge in high-performance components for electric vehicle battery packs [3][4] - Company has expanded its product offerings in key areas such as new energy vehicle power systems, intelligent driving, and automotive lightweight components, gaining widespread market recognition and increasing market share [3] Group 3: Strategic Development - Company emphasizes continuous R&D investment and innovation, which has translated into market success and the acquisition of new and existing clients' project confirmations [4] - The company operates sales, R&D centers, and production bases in China, Germany, and Japan, enabling localized development and production to enhance service capabilities for core clients [5]

斯瑞新材在互动平台表示，公司产品已成功应用" 可控核聚变"领域，开发并成功配套新奥科技等国内 关键下游客户。公司与下游的可控核聚变公司合作，开发托卡马克试验装置磁体零组件，目前已经顺利 装机运行，开发的耐高温铜铬铌合金材料正在新一代核聚变装置的关键部件进行测试。 ...