泰晶科技称，公司本次通过参与设立投资基金符合公司整体发展规划。公司经营情况良好，财务状况稳 健，公司本次对外投资的资金来源于公司自有资金，不会影响公司生产经营活动和现金流的正常运转。 泰晶科技（603738）(603738.SH)日前发布公告，公司拟认缴出资1000万元与专业投资机构共同投资， 设立共青城羲和菲菱楠芯创业投资合伙企业(下称"合伙企业"或"基金")。目前合伙企业已完成募集，不 过仍需取得中国证券投资基金业协会备案。 此外，随着汽车智能化、电动化浪潮加速，泰晶科技在车规级晶振领域持续取得突破。未来，泰晶科技 将吸引更多汽车行业客户，在汽车电子领域构建更广泛的业务版图。 以自有资金认缴出资1000万 泰晶科技是全球少数几家具备石英晶体MEMS光刻工艺技术先进生产能力的企业之一，在国内率先实现 石英晶体MEMS光刻工艺产业化、规模化并获得良好经济收益。2024年泰晶科技荣获国家制造业单项冠 军，公司音叉谐振器相关产品进入国际前三阵列。 基于数据通信与智算互联赛道产业链的发展潜力，聚焦国产替代核心关键环节开展价值投资，夯实产业 布局，泰晶科技作为有限合伙人与私募基金管理人暨普通合伙人深圳羲和投资管理有限 ...

Core Viewpoint - 泰晶科技 has demonstrated strong financial performance in the first three quarters of 2025, achieving a revenue of 718 million yuan, a year-on-year growth of 16.22%, and a net profit of 35.02 million yuan, indicating resilience in a challenging market environment [1] Financial Performance - The company reported a non-GAAP net profit of 13.43 million yuan in Q3 2025, with a quarter-on-quarter growth of 25.76% [1] - Management expenses increased by 40.6% year-on-year to 52.15 million yuan, primarily due to employee stock ownership costs [1] Market Position and Strategy - 泰晶科技 is the only Chinese crystal manufacturer ranked among the top ten globally, focusing on expanding production lines for high-end products such as TCXO, XO, ultra-high frequency, and automotive-grade components [1] - The company showcased its full range of timing frequency products at the SEMI-e Shenzhen International Semiconductor Exhibition, highlighting solutions for the next-generation 1.6T optical transceiver [1] Industry Trends - Recent announcements from Nvidia regarding the procurement plan for 1.6T optical modules present new opportunities for the global supply chain [2] - According to UBS, crystal oscillator products have significant growth potential in devices like switches and timing servers, with increasing demand for precision clocks as passive cables are replaced by active electrical cables [2] Product Development - 泰晶科技 is actively developing ultra-high frequency quartz crystal devices and key materials to support the needs of leading international chip manufacturers, aiming for domestic production breakthroughs [2] - The company has accelerated the R&D and customer certification processes for ultra-high frequency products above 150MHz, TCXO, and automotive-grade high-precision products [2] Automotive Market Potential - Research indicates that the demand for automotive electronic crystal oscillators in China is expected to reach 3.1 billion units by 2027, with a market size of 1.66 billion yuan, making it one of the fastest-growing application scenarios for crystal oscillators [3] - 泰晶科技's automotive products are currently applied in various areas including cockpit, body, and intelligent driving, with plans to expand into chassis and power-related applications [3]

Core Viewpoint - The company, Taijing Technology, reported a revenue of 459 million yuan for the first half of 2025, marking a year-on-year growth of 16.73%, with a significant quarter-on-quarter increase of 28.87% in the second quarter, demonstrating resilience in a challenging global electronic components market [1] Group 1: Financial Performance - In the first half of 2025, Taijing Technology achieved a revenue of 459 million yuan, reflecting a year-on-year increase of 16.73% [1] - The second quarter saw a substantial quarter-on-quarter revenue growth of 28.87% [1] Group 2: Product Development and Market Strategy - The company is focusing on high-end product lines, including TCXO, XO, ultra-high frequency, and automotive-grade products, to meet market demand and enhance profitability [2] - Taijing Technology reported a 48.24% increase in sales of micro-sized crystal oscillators and a remarkable 195.39% growth in active product sales during the first half of 2025 [2] - The company is actively responding to domestic substitution demands in high-end applications such as optical communication and servers [2] Group 3: R&D and Innovation - In the first half of 2025, Taijing Technology invested 22.93 million yuan in R&D, a year-on-year increase of 14.76%, focusing on ultra-high frequency products and high-precision automotive-grade products [3] - The company successfully developed a 312.5MHz temperature-compensated oscillator for AI data center applications, enhancing system synchronization performance [3] - The new oscillator is applicable in critical devices such as smart NICs, acceleration cards, and high-speed network equipment, supporting innovation in computing, AI, and robotics [3] Group 4: Market Expansion and Supply Chain - Taijing Technology is expanding its market presence in key sectors such as IoT, mobile terminals, and industrial control, with a focus on ultra-high frequency products for 5G and WiFi 6/7 applications [5] - The company is leveraging opportunities in high-end markets like satellite navigation and optical communication, enhancing its customized service capabilities for leading industry clients [5]