Group 1 - The core material for chips is target materials, which have a broad downstream market space [2] - The company emphasizes technological innovation as its foundation and continuously increases R&D investment [2] - The company focuses on enhancing the market competitiveness of target materials based on customer needs [2]

格隆汇12月23日丨江丰电子(300666.SZ)在互动平台表示，公司的产品线全面涵盖了先进制程、成熟制 程以及特色工艺领域，已广泛应用于包括先进逻辑和存储芯片在内的全球高端半导体制造领域。 ...

格隆汇12月23日丨江丰电子(300666.SZ)在互动平台表示，公司的产品线全面涵盖了先进制程、成熟制 程以及特色工艺领域，已广泛应用于包括先进逻辑和存储芯片在内的全球高端半导体制造领域。 ...

Core Viewpoint - Jiangfeng Electronics (300666.SZ) focuses on the research, production, and sales of ultra-pure metal sputtering targets and precision semiconductor components, with no involvement in lithium niobate target business [1] Group 1 - The company's main business includes ultra-pure metal sputtering targets, which consist of aluminum, titanium, tantalum, copper, tungsten, and various ultra-pure metal alloy targets [1] - The company does not currently engage in the lithium niobate target business [1]

Core Viewpoint - Jiangfeng Electronics has shown a significant increase in stock price and financial performance, indicating strong growth potential in the semiconductor materials sector [1][2]. Financial Performance - As of November 20, 2025, Jiangfeng Electronics achieved a revenue of 3.291 billion yuan, representing a year-on-year growth of 25.37% [2]. - The net profit attributable to shareholders for the same period was 401 million yuan, reflecting a year-on-year increase of 39.72% [2]. - The company's stock price has risen by 36.77% year-to-date, with a 5.07% increase over the last five trading days [1]. Stock Market Activity - On December 23, 2025, Jiangfeng Electronics' stock price increased by 2.01%, reaching 94.57 yuan per share, with a trading volume of 736 million yuan [1]. - The company has seen a net outflow of 11.56 million yuan in principal funds, with large orders accounting for 24.74% of purchases and 26.17% of sales [1]. - Jiangfeng Electronics has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 2.3706 million yuan on September 24 [1]. Shareholder Information - As of November 20, 2025, the number of shareholders for Jiangfeng Electronics was 59,900, a decrease of 3.11% from the previous period [2]. - The average number of circulating shares per shareholder increased by 3.21% to 3,691 shares [2]. - The company has distributed a total of 279 million yuan in dividends since its A-share listing, with 188 million yuan distributed over the last three years [3]. Institutional Holdings - As of September 30, 2025, the fourth largest circulating shareholder is E Fund's ChiNext ETF, holding 4.4151 million shares, a decrease of 746,900 shares from the previous period [3]. - Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3].

Group 1 - Xusheng Group's actual controller has changed to the Guangzhou Municipal Government, with stock resuming trading on December 23, 2025 [1] - Lingyun Light plans to invest up to $5 million in the IPO of Zhipu Hong Kong as a cornerstone investor [1] - Ningbo Huaxiang's subsidiary has signed a strategic cooperation agreement with Dahuan Robotics to enhance collaboration in the development of dexterous hands [2] Group 2 - Hualian Holdings intends to acquire 100% of the Canadian company Argentum Lithium S.A. for $175 million, which is approximately 1.235 billion yuan [3] - Shiyuan Zhaoye plans to raise no more than 550 million yuan through a convertible bond issuance for the Zhuhai Shiyuan Jingguan Garden project [4] - ST Quanwei and its subsidiary are involved in a civil mediation agreement involving 69.0158 million yuan [4] Group 3 - Jiao Jian Co.'s actual controller has been subjected to criminal coercive measures, but the company's control has not changed [5] - Tianji Technology is facing a lawsuit for alleged collusion in bidding, but its operations remain normal [5] - Jinpan Technology plans to issue 1.672 billion yuan in convertible bonds for data center power modules and other projects [5] Group 4 - Hongqi Chain's shareholder Yonghui Supermarket plans to reduce its stake by up to 3% [6] - Shuangqiang Technology's director did not implement a planned share reduction [7] - Zhuoran Co.'s subsidiary has signed a significant order worth 4.033 billion yuan [8] Group 5 - ST Zhitong's stock will have its risk warning lifted on December 24, 2025, with a change in trading limits [9] - Yingwei Co. plans to reduce its stake by up to 0.56% [10] - Huaxia Happiness's board rejected five temporary proposals from China Ping An Life Insurance [11] Group 6 - China Nonferrous Metals plans to acquire 99.9% of Raura Company for $106 million [11] - Sanhua Intelligent Control expects a net profit of 3.874 billion to 4.649 billion yuan for 2025, a year-on-year increase of 25% to 50% [11] - Chaoxun Communication received a government subsidy of 18.0455 million yuan [12] Group 7 - Jiangfeng Electronics plans to transfer 4% of Shanghai Runping's equity for 60 million yuan [12] - Dingyang Technology has launched a 20 GHz high-bandwidth digital oscilloscope [13] - Linyi Intelligent plans to acquire 35% of Dongguan Liminda Electronics for 875 million yuan [14] Group 8 - Trina Solar has sold its U.S. 5GW module factory to T1, receiving $100 million in cash and shares [14] - Aihua Packaging's major shareholder reduced its stake by 700,000 shares during the stock's abnormal fluctuation period [14] - China Merchants Bank has approved a comprehensive credit limit of 165 billion yuan for China Merchants Group [15] Group 9 - Lingwei Technology plans to acquire 70% of Jiangsu Huimai for 50.2 million yuan [16] - Yongding Co. is increasing its capital by 600 million yuan for its polysilicon subsidiary [19] - Zhong'an Technology's subsidiary is voluntarily extending its share lock-up period by six months [19] Group 10 - Xiangyu Medical's brain-computer interface products have entered over 500 top-tier hospitals, with a target of 700 by the Spring Festival [18] - Wenda Technology's major shareholder has terminated its share reduction plan [18] - Wenta Technology's major shareholder reduced its stake by 1.2097 million shares [18]

证券日报网讯 12月22日晚间，江丰电子发布公告称，公司第四届董事会第二十九次会议审议通过《关 于调整公司向特定对象发行股票方案的议案》《关于公司的议案》《关于公司的议案》等多项议案。 （文章来源：证券日报） ...

上海润平根据业务发展需要，拟以增资扩股的方式引入战略投资者国新基金、武汉高瓴、北京高瓴、北 京光电融合产业投资基金（有限合伙）（简称"光电融合基金"）、元璟资本、济南金浦金融科技股权投 资基金合伙企业（有限合伙）（以下简称"金浦投资"）、宁波甬元高投均胜致远股权投资合伙企业（有 限合伙）（简称"宁波甬元"）、常州云常股权投资中心（有限合伙）（以下简称"常州云常"）、湖南云 启湘江创业投资合伙企业（有限合伙）（以下简称"湖南云启"）、杭州浙创百舸创业投资合伙企业（有 限合伙）（简称"杭州浙创百舸"）、合肥建投，本次拟新增注册资本人民币1,507,585.02元，增资价款 为人民币160,000,000元。本次增资完成后，上海润平的注册资本由人民币14,133,545.55元增至人民币 15,641,130.57元。公司及上海润平的其他股东均同意放弃增资优先认购权。上述股权转让及上海润平增 资完成后，公司持有上海润平的股权比例将由18.1426%降至12.7795%，上海润平仍为公司的参股公 司。 格隆汇12月22日丨江丰电子(300666.SZ)公布，为了优化资源配置，同时推动宁波江丰电子材料股份有 限公司的参 ...

格隆汇12月22日丨江丰电子(300666.SZ)公布，基于战略发展规划，为了引入战略投资者，加速子公司 业务持续快速发展，宁波江丰电子材料股份有限公司控股子公司晶丰芯驰（上海）半导体科技有限公司 （简称"晶丰芯驰"、"标的公司"或"目标公司"）计划与公司关联方北京江丰同创半导体产业基金（有限 合伙）（简称"江丰同创基金"）、专业投资机构上海芯联启辰私募投资基金合伙企业（有限合伙）（简 称"芯联启辰"）签订《附转股权之债权投资协议》，芯联启辰拟向标的公司提供人民币2,740万元的可 转换为标的公司股权的债权；江丰同创基金拟向标的公司提供人民币3,000万元的可转换为标的公司股 权的债权。 ...

每经头条（nbdtoutiao）——新能源重卡爆单了，11月销量同比增长178%！两班倒都供不应求，客户直 接进厂催单，这情景十年难遇 （记者 贾运可） 每经AI快讯，江丰电子（SZ 300666，收盘价：92.71元）12月22日晚间发布公告称，公司第四届第二十 九次董事会会议于2025年12月22日在公司会议室，以现场及通讯相结合的方式召开。会议审议了《关于 公司 <向特定对象发行股票方案论证分析报告 修订稿="修订稿"> 的议案》等文件。 截至发稿，江丰电子市值为246亿元。 2024年1至12月份，江丰电子的营业收入构成为：工业占比100.0%。 ...