Anjie(SZ:002635)2022-12-07 09:32Company Overview - Anjie Technology was established on December 16, 1999, specializing in the production of functional components for consumer electronics, including adhesive, insulation, shielding, and cushioning materials for products like laptops and communication devices [3] - The company plays a crucial role at the end of the supply chain, providing essential support as consumer electronics trend towards lighter and thinner designs [3] - Anjie Technology has established strategic partnerships with terminal brand customers by participating in new product development, enhancing its competitive advantage and market share [3] Acquisition of Supernova Holdings - Anjie Technology recently acquired Supernova Holdings (Singapore) Pte. Ltd., a company specializing in precision metal components, to expand its scale, enhance capacity, and enter new business areas [4] - Supernova Holdings has extensive experience and technology in the production of precision metal components, serving major clients like Seagate, Bosch, and Philips [5] - The acquisition aims to fill the gap in Anjie Technology's product offerings and improve production capacity while sharing existing customer resources [4] Market Position and Strategy - Supernova Holdings is a key supplier in the global market for precision metal components related to hard drives, holding a competitive edge due to its strong R&D capabilities and stable production quality [5] - The hard drive market is dominated by Seagate and Western Digital, with Seagate holding approximately 90% of the HDD market after acquiring Samsung's hard drive division in 2012 [7] - Post-acquisition, Anjie Technology plans to increase capital expenditure for Supernova Holdings, aiming to boost sales to Western Digital and diversify its customer base in automotive electronics and consumer electronics [6] Product Offerings - Supernova Holdings' main products include precision metal components for hard drives and non-hard drive applications, with a focus on high precision and small size [6] - The company’s products are widely used in various industries, including automotive parts, home appliances, and consumer electronics [5] Investor Relations Activity - On January 9, 2015, Anjie Technology held an investor relations activity to discuss company developments and product offerings, ensuring compliance with information disclosure regulations [8]