Group 1 - The core viewpoint of the article is that Taijing Technology (603738.SH) is focusing on value investment in key areas of domestic substitution within the data communication and intelligent computing interconnection industry chain [1] - The company has signed a partnership agreement with private equity fund manager Xihe Investment and other limited partners to jointly invest in the establishment of the Qiongcheng Xihe Feilingnanxin Venture Capital Partnership [1] - The partnership will specifically invest in equity of Shenzhen Nanfai Microelectronics Co., Ltd., which is involved in high-speed network communication interconnection chips for data communication and intelligent computing scenarios [1] Group 2 - The total subscribed capital of the partnership is RMB 130 million, with the company contributing RMB 10 million, representing a 7.6775% stake [1]

证券代码：603738 证券简称：泰晶科技 公告编号：2025-054 泰晶科技股份有限公司 关于与专业投资机构共同投资的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 投资标的名称：共青城羲和菲菱楠芯创业投资合伙企业（有限合伙）（以 下简称"合伙企业"或"基金"） 投资金额：合伙企业的认缴出资总额为人民币 13,025 万元，其中泰晶科 技股份有限公司（以下简称"公司"）作为有限合伙人以自有资金认缴出资 1,000 万元，认缴出资比例 7.6775%。 本次对外投资未构成关联交易，亦未构成《上市公司重大资产重组管理 办法》规定的重大资产重组。 根据《上海证券交易所股票上市规则》《上海证券交易所上市公司自律监 管指引第 5 号—交易与关联交易》等规定，本次交易无需提交公司董事会及股东 会审议。 相关风险提示： 1、本次对外投资事项需在中国证券投资基金业协会办理基金备案等手续， 具体实施和进展情况尚存在一定的不确定性。 2、在合伙企业后续运营中，受宏观经济、行业周期、投资标的经营管理、 交易方案等多种因素影 ...

Group 1 - The core viewpoint of the article is that Taijing Technology (603738.SH) is focusing on value investment in key areas of domestic substitution within the data communication and intelligent computing interconnection industry chain [1] - The company has signed a partnership agreement with Xihe Investment and other limited partners to jointly invest in the establishment of the Qiongcheng Xihe Feilingnanxin Venture Capital Partnership [1] - The partnership will specifically invest in equity of Shenzhen Nanfai Microelectronics Co., Ltd., which is involved in high-speed network communication interconnection chips for data communication and intelligent computing scenarios [1] Group 2 - The total subscribed capital of the partnership is RMB 130 million, with the company contributing RMB 10 million, representing a 7.6775% stake [1]

数据宝统计，截至14:36，泰晶科技成交额14.82亿元，创上市以来新高。最新股价下跌1.11%，换手率 21.87%。上一交易日该股全天成交额为5.25亿元。（数据宝） （文章来源：证券时报网） ...

Core Viewpoint - The local stocks in Fujian have experienced a surge, with over 20 stocks hitting the daily limit up, indicating strong market activity and investor interest in the region [3][12]. Group 1: Market Performance - The Fujian sector's trading volume reached 1739.2 billion, with more than 20 stocks hitting the daily limit up [3]. - The CPO (Co-Packaged Optics) sector led the gains, with major players like Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication each exceeding 160 billion in trading volume [3]. - Tianfu Communication hit a historical high with a closing increase of 19.19%, bringing its market capitalization to 184.17 billion [3][8]. Group 2: Sector Highlights - The technology sector remains active, particularly in the computing power industry chain, with significant gains in CPO, F5G, optical fiber, and storage chip sectors [5]. - Companies like Dongtian Micro and Zhishang Technology achieved a daily limit up, while Tianfu Communication and Changguang Huaxin saw substantial price increases [5]. - The component sector also showed strong performance, with companies like Taijing Technology and Jingwang Electronics hitting the daily limit up [9]. Group 3: Policy and Development - The Xiamen Municipal Committee has proposed a plan to advance the digital transformation of the city, emphasizing the development of AI and digital infrastructure [12]. - The plan includes enhancing the supply of computing power, algorithms, and data to support the city's digital economy [12]. - There is a focus on regional collaborative development, strengthening transportation networks, and integrating into national markets [14].

Core Insights - The photolithography concept sector saw a 3.00% increase, ranking 9th among concept sectors, with 44 stocks rising, including notable gains from Zhongci Electronics and Taijing Technology, which hit the daily limit, and significant increases from Saiwei Electronics and Chip Micro-Assembly [1][2] Market Performance - The top-performing concept sectors today included: - Co-packaged optics (CPO) up 4.72% - F5G concept up 4.30% - Fiber optic concept up 3.67% - Photolithography concept up 3.00% [2] Capital Flow - The photolithography sector experienced a net inflow of 831 million yuan, with 27 stocks receiving net inflows, and 5 stocks exceeding 100 million yuan in net inflow. The leading stock for net inflow was Tengjing Technology with 257 million yuan, followed by Taijing Technology and Dazhu Laser [2][3] Stock Performance - Key stocks in the photolithography sector included: - Tengjing Technology: +7.36%, net inflow rate 9.22% - Taijing Technology: +9.99%, net inflow rate 32.22% - Dazhu Laser: +4.17%, net inflow rate 10.51% - Saiwei Electronics: +11.35%, net inflow rate 1.98% - Zhongci Electronics: +10.01%, net inflow rate 47.68% [3][4] Declining Stocks - Stocks with notable declines included: - *ST He: -2.72% - Nanjing Chemical Fiber: -0.14% - Jingfang Technology: -0.07% [1][5]

Group 1: Market Performance - As of December 8, the WiFi 6 concept index rose by 3.00%, ranking 8th among concept sectors, with 49 stocks increasing in value [1] - Notable gainers included Huamai Technology, Tongyu Communication, and Taijing Technology, which hit the daily limit, while Ruijie Networks, Fenghuo Communication, and Zhenyou Technology saw increases of 11.23%, 8.18%, and 7.12% respectively [1] - The sector experienced a net inflow of 1.886 billion yuan, with 26 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflow [2] Group 2: Key Stocks and Their Performance - Tongyu Communication led the net inflow with 323 million yuan, followed by Cambridge Technology, Fenghuo Communication, and Huanxu Electronics with net inflows of 294 million yuan, 267 million yuan, and 242 million yuan respectively [2] - The top stocks by net inflow ratio included Taijing Technology (32.22%), Huamai Technology (28.70%), and Huanxu Electronics (22.88%) [3] - Other significant performers included Ruijie Networks with a 11.23% increase and a net inflow of 136.58 million yuan [3][4] Group 3: Decliners and Market Sentiment - Decliners in the WiFi 6 sector included Thunder Technology, Silin Jie, and Jingchen Technology, which fell by 1.47%, 1.30%, and 0.55% respectively [1] - The overall market sentiment showed a mixed performance across various sectors, with the CPO concept leading gains at 4.72% while sectors like Tianjin Free Trade Zone and Glyphosate saw declines [2]

Group 1 - The core viewpoint of the article highlights that the company, Taijing Technology, is actively involved in providing technological support and product applications for the BeiDou navigation system and commercial aerospace sectors [2] - The company produces quartz crystal components that serve as essential electronic components, providing standard frequency sources and clock pulse signals [2] - These components are characterized by high stability and reliability, making them suitable for critical systems in navigation communication, flight control, and device interconnection within the BeiDou navigation and commercial aerospace fields [2]

每经AI快讯，12月5日，泰晶科技（603738）在互动平台表示，公司生产的石英晶体元器件作为提供标 准频率源和时钟脉冲信号的核心基础电子元器件，具备高稳定性、高可靠性的技术特性，可适配北斗导 航、商业航天领域中导航通信、飞行控制、设备互联等关键系统的时序需求。 ...

Core Viewpoint - The company, Taijing Technology (SH603738), produces quartz crystal components that serve as standard frequency sources and clock pulse signals, indicating a wide range of applications in various electronic devices [1]. Group 1 - The company's quartz crystal components are essential electronic components used in any application requiring frequency signals or clock generation [1].