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[Guanghong Technology: The company has the manufacturing capabilities of computing servers and switch boards involving NPO technology] On October 11, Guanghong Technology stated on the interactive platform that the SMT (surface mount) process is an indispensable manufacturing process for the installation of optical engines in NPO technology. The company is a professional electronic manufacturing services (EMS) supplier. It has been engaged in the SMT business for more than 30 years and has more than 150 SMT production lines. It is the world's leading SMT service provider and is fully capable of manufacturing computing servers and switch boards involving NPO technology.

#server #Computing power #Selected interactive platforms10-11 20:00

[Luxshare Precision: No overseas control-related matters have been found to have a major adverse impact on the company's overall production and operations] On October 9, Luxshare Precision stated on the interactive platform that the company's current production and operations are normal, and its main business and orders are advancing in an orderly manner according to customer needs. There is no major information that should be disclosed but has not been disclosed. Regarding matters such as overseas controls that the market is concerned about, the company continues to pay attention to relevant policies and supply chain changes, and actively provides supply chain guarantees and operational responses. At present, no relevant matters have been found to have a significant adverse impact on the company's overall production and operations.

#Selected interactive platforms10-09 15:35

[BYD: There is currently strong demand for orders for flash charging models. The company’s primary goal is to accelerate the ramp-up of second-generation blade battery production capacity] On October 9, BYD (002594) stated on the interactive platform that the company’s product pricing will take into account multi-dimensional factors such as market competition, user demand, long-term brand strategy, and the pace of production capacity release. Currently, there is strong demand for orders for flash charging models. The company's primary goal is to accelerate the ramp-up of second-generation blade battery production capacity, fully improve delivery capabilities, and ensure consumers' car-buying experience. For product-related price information, please refer to the official release.

#BYD #Selected interactive platforms10-09 12:36

[Guangzhi Technology: 6-inch indium phosphide substrate has received an order from a global leading customer, and domestic customers cover leading optical chip companies] On October 9th, Guangzhi Technology stated on the interactive platform on the 9th that the downstream customers of the company's indium phosphide substrate business are domestic and foreign optical communication chip and device manufacturers, and batch deliveries have been achieved so far. Domestic customers include leading optical chip companies, and bulk shipments have been made overseas to leading optical communication companies. Among them, 6-inch indium phosphide substrates have received orders from a leading global customer.

#chip #TMT Industry Observation #semiconductor chip #Selected interactive platforms #Optical communication #Optical chip10-09 09:09

[Guanghong Technology: Computing power-related business is expected to achieve mass manufacturing in the fourth quarter] On October 8, an investor asked that the company said that computing power-related business will increase significantly in the second half of the year. What are the current computing power-related businesses? What is the growth rate of business volume from July to September compared with April to June? Guanghong Technology stated on the interactive platform that according to the project promotion plan, the relevant business is expected to achieve mass manufacturing in the fourth quarter. As the demand in the computing power industry continues to increase, the computing power business is expected to become an important driver of the company's future growth.

#Computing power #Selected interactive platforms10-08 22:07

[Everwin Precision: Delivered more than 1.1 million humanoid robot precision components from January to August, and orders in the third and fourth quarters grew faster than in the first half of the year] On October 8, Changying Precision stated on the interactive platform that the company has established close cooperation with many domestic and foreign humanoid robot head brands and delivered more than 1.1 million humanoid robot precision components from January to August 2026. Orders in the third and fourth quarters have grown faster than in the first half of the year, and are actively expanding production according to customer demand.

#humanoid robot #robot #Selected interactive platforms10-08 21:53

[Defu Technology: There are currently full orders on hand, and high-end copper foil production capacity is increasing in an orderly manner] On October 8, Telford Technology stated on the interactive platform that the company's current operating conditions are stable, with full orders on hand, and high-end copper foil production capacity is increasing in an orderly manner. The company has established stable cooperative relationships with some leading CCL factories.

#Selected interactive platforms10-08 15:39

[Fudan Microelectronics: Prices of some industrial-grade storage products are still on the rise] On September 30, an investor asked Fudan Microelectronics, is the price increase of NDND serious? Fudan Microelectronics stated on the interactive platform that the current downstream demand for the company's storage products is relatively strong, and the prices of some of the company's industrial-grade storage products are still rising, driving revenue growth.

#Selected interactive platforms09-30 17:17

[Kuang-Chi Technology: There is no major order cancellation or loss of major customers] On September 30, Kuang-Chi Technology stated in an investor relations event that the company’s current production and operations are normal, and there is no major information that should be disclosed but has not been disclosed, there is no major order cancellation or loss of major customers, and there are no major lawsuits or compliance penalties that should be disclosed but have not been disclosed. The impairment of accounts receivable disclosed in the semi-annual period is a provision made in accordance with accounting standards, and relevant customers are currently collecting payments normally.

#Selected interactive platforms09-30 09:11

[Kangda Technology: Electronic cloth and other projects are currently in the research and development, verification and small-scale application stages] On September 30, Kuangda Technology stated on the interactive platform that projects such as thin film lithium niobate, flexible intelligent sensing (including robot skin), and electronic cloth are all extensions of the company’s existing business. They are currently in the research and development, verification and small-scale application stages. The company is investing personnel, equipment, technology and industrial resources in an orderly manner as planned to accelerate the project process. There are still uncertainties in the mass production and large-scale revenue realization of the new business, and the impact on the company's operating income will be limited in the short term.

#robot #Selected interactive platforms #TMT Industry Observation #Energy Industry News09-30 08:55

[Jieya Shares: Market rumors about the company’s transformation into the pet medical device industry are untrue] On September 29, Jieya Shares stated on the interactive platform that market rumors about the company’s transformation into the pet medical device industry are untrue. The company's main business has not changed. If the company launches new business, it will promptly perform information disclosure obligations in strict accordance with regulatory requirements.

#Selected interactive platforms #medical device09-29 08:58

[Cylis: The cumulative repurchase amount so far has exceeded 840 million yuan] On September 24, Cyrus stated on the interactive platform that the company's repurchase plan is being implemented in strict accordance with laws and regulations and the disclosed plan, and the cumulative repurchase amount so far has exceeded 840 million yuan.

#Thalys #Selected interactive platforms09-24 15:43

[CATL: Steadily advancing the construction of projects such as Indonesian factories, Hungarian factories and Spanish joint venture factories] On September 24th, CATL stated on the interactive platform that the company was steadily advancing the construction of Indonesian factories, Hungarian factories and Spanish joint venture factories and other projects.

#Ningde era #Selected interactive platforms09-24 15:08

[Beijing Leer: The silicon carbon anode material mass production line will be put into operation before the end of the year] On September 24, Beijing Leer stated on the interactive platform that the company's silicon carbon anode material mass production line will be put into operation before the end of the year. After it is put into production, it will solve the problem of the current production capacity being unable to meet customer needs.

#Selected interactive platforms09-24 11:41

[Huagong Technology: The U.S. FCC’s drafting of relevant rules for the import of new data center optical modules has currently not affected the company] On September 23, an investor asked Huagong Technology that recent media reports have revealed that the U.S. FCC is drafting relevant rules for the import of new data center optical modules. I would like to ask: If subsequent overseas policies restrict the new optical modules produced in mainland China, can all the products produced by the Thai base production line accept new orders from existing North American customers? What plans has the company made for relevant policy risks? Huagong Technology stated on the interactive platform that the matter has not yet affected the company. The company will continue to closely track the latest progress of the matter and make corresponding plans in advance to ensure the smooth development of various operating businesses.

#Selected interactive platforms09-23 23:49

[Huaqin Technology: Q3 of super-node products has begun to enter a high-speed growth stage with rapid volume expansion. Q4 will continue to increase volume] On September 23, Huaqin Technology stated on the interactive platform that with its full-stack advantages and technological leadership in research and development, the company is one of the few manufacturers in the industry that has independent design capabilities for both computing nodes and network nodes. It has a first-mover advantage in the industry for super-node products. At present, the customers of the company's super node products are mainly domestic leading cloud service manufacturers. The first shipment has been achieved in the second quarter of this year. In the third quarter, it has entered a stage of rapid growth and will continue to increase in volume in the fourth quarter.

#full stack #Selected interactive platforms09-23 16:50

[Lens Technology: The self-developed aerospace-grade UTG flexible glass is conducting joint R&D and technical verification of solar wings with domestic and foreign customers] On September 23, Lens Technology stated on the interactive platform that the company will continue to supply ground receiver structural modules in batches to leading commercial aerospace customers starting in 2023. In terms of satellite products, the company's self-developed aerospace-grade UTG flexible glass is conducting joint research and development and technical verification of solar wings with domestic and foreign customers. This year, Vietnam and Thailand parks have received customer factory inspections multiple times, and domestic customers have launched 2 satellites for space testing, and the progress is going smoothly.

#satellite #aerospace #Cisco #Selected interactive platforms09-23 16:24

[Agricultural products: The company is actively promoting the layout of the entire industry chain and digital transformation] On September 23, Agricultural Products stated at an investor relations event that the company is actively promoting the layout of the entire industry chain and digital transformation, deeply empowering business partners through digital and intelligent tools, enhancing the service capabilities of the entire circulation chain, and further strengthening the important role of the agricultural batch market as the core hub of circulation.

#Futures Market Intelligence #Selected interactive platforms #Chemical industry09-23 12:16

[Hengmingda: There is insufficient production capacity in the field of AI computing power and communication equipment, and new production capacity is expected to be released in the first half of 2027] On September 23, Hengmingda stated at an investor relations event that the company’s AI computing power and communication equipment components have been widely used in computing servers, high-end semiconductor equipment, high-end storage equipment, high-end communication equipment and other fields. The company's sales gross profit margin in the field of AI computing power and communication equipment was 24.99%, an increase from the same period last year. The current market demand for related businesses is strong, and the company's production capacity is insufficient. It is accelerating construction and is expected to release new production capacity in the first half of 2027. With the subsequent gradual implementation of Huizhou Hengmingda's intelligent manufacturing base and overseas production bases, the company's operating income is expected to grow accordingly.

#AI computing power #semiconductor #server #Computing power #Selected interactive platforms #semiconductor chip #Semiconductor equipment09-23 12:15

[Baiwei Storage: OEC products are currently cooperating with customers to develop 6.4TNPO optical engine packaging R&D is expected to be completed in the fourth quarter of 2026] On September 22, Baiwei Storage stated on the interactive platform that the company has created an ecological chain through advanced packaging technology, covering the three core areas of "storage, computing, and transportation" of AI hardware infrastructure. Among them, the company focuses on the OEC (Optoelectronic Co-encapsulation) series for high-speed signal transmission, which meets the application needs of ultra-high-speed interconnection. The company's OEC products are currently working with customers to develop 6.4TNPO optical engine packaging, and the research and development is expected to be completed in the fourth quarter of 2026.

#hardware #Selected interactive platforms09-22 15:39

[Dow Technology: Not yet cooperating with Yushu Technology] On September 22, Dow Technology stated on the interactive platform that the company has not yet cooperated with Yushu Technology.

#Selected interactive platforms #TMT Industry Observation09-22 11:48

[Xinyisheng: 1.6T optical module products have entered a stage of sustained volume growth, and the shipment pace is expected to continue to accelerate] On September 21, Xinyisheng stated on the interactive platform that the company's 1.6T optical module products have entered a stage of sustained volume growth, and the shipment pace is expected to continue to accelerate. At present, the entire supply chain is still in a relatively tense state, and the company has prepared goods in advance by signing lock-in agreements, prepayments, etc. to ensure the supply of materials.

#Futures Market Intelligence #Selected interactive platforms #Optical module09-21 11:59

[Shenghong Technology: The OCT (Huizhou) Industrial Park has been delisted and will plan to build high-end PCB production capacity such as mSAP and HDI after the transfer is completed] On September 19th, Shenghong Technology released a record of investor relations activities stating that Factory 4 has completed the installation and connection of the entire equipment in the first quarter. It is in a climbing state in the first half of the year, and the release of production capacity in the second half of the year is mainly in line with the pace of customer growth. Factory Building 10 has started the first phase of equipment move-in and debugging, and the installation and trial production of the remaining equipment will be gradually promoted in the second half of the year; Factory Building 11 is still in the civil construction stage, and the progress will depend on the civil construction and equipment availability. In addition, the company has recently delisted the Overseas Chinese Town (Huizhou) Industrial Park, which is adjacent to the existing Huizhou park land. After the transfer is completed, it will plan to build high-end PCB production capacity such as mSAP and HDI.

#SAP #PCB #Selected interactive platforms09-19 20:19

[Chujiang New Materials: Business related to diamond composite heat sink materials is currently in the research and development stage] On September 19th, Chujiang New Materials stated on the interactive platform that in terms of equipment, the company's independently developed special thermal equipment such as pressure dissolution furnaces, pressure impregnation furnaces, vacuum diffusion welding furnaces, vacuum hot pressing furnaces, and silicon infiltration furnaces have been widely used in the field of diamond heat dissipation; in terms of materials, the company's diamond composite heat sink material related business is currently in the research and development stage.

#Selected interactive platforms09-19 09:01

[Advanced Datacom: The network security business accounts for a relatively small proportion of the company's business and does not have a major impact on the company's business] On September 18, Advanced Datacom stated on the interactive platform that the network security business accounts for a relatively small amount of the company's business and does not have a major impact on the company's business.

#network security #Selected interactive platforms09-18 11:56

[It is reported on the Internet that there is a raw material supply problem for all-pole lithium iron phosphate batteries? Weilan Lithium Core: Not true] On September 18th, regarding issues such as “Whether it is true that Netcom’s 21700-2.6Ah full-pole lithium iron phosphate battery has raw material supply problems, affecting production capacity and third-quarter performance,” Weilan Lithium Core stated on the interactive platform that this rumor was not true. At present, the OEM BBU battery cell products have been put into mass production, and the business expansion of the direct supply part is progressing normally. The company has several full-tab production lines put into use, and the production capacity is sufficient to meet customer needs.

#Lithium battery #Selected interactive platforms #Extracting lithium from salt lakes #Lithium Iron Phosphate09-18 11:52

[Jianglong Shipbuilding: The "Pinglu 001" command and management ship has been delivered and three ships that will serve the Pinglu Canal are under construction] On September 17, Jianglong Shipbuilding stated on the interactive platform that the company is concerned about the opening of the Pinglu Canal.已经交付了“平陆001”号指挥管理船。 The ship is nearly 40 meters long and is specially designed for the complex river-sea linkage waters of the Pinglu Canal. It is a water-based "mobile command center" that integrates inspection and supervision, on-site command, emergency response, and consultation and dispatch. It will play an important role in ensuring the safe and efficient navigation and operation of the Pinglu Canal.此外，公司还有3艘将服务于平陆运河的船舶在建中。

#Selected interactive platforms09-17 16:29

[There are rumors in the market that foreign investors intend to acquire the shares of the company’s major shareholders? Aerospace Intelligent Manufacturing: Verified with major shareholders, no relevant matters] On September 17, an investor asked Aerospace Intelligent Manufacturing on an interactive platform. There are market rumors that foreign capital plans to acquire the company’s major shareholders’ shares. Is this news true? Are there any relevant contacts from the controlling shareholder? Aerospace Intelligent Manufacturing responded that the company's controlling shareholder Sichuan Aerospace Technology Research Institute (referred to as "Aerospace Seventh Institute"), as a large aerospace-based high-tech enterprise group under the Aerospace Science and Technology Group, is China's major aerospace equipment batch production base, aerospace product development and production base and important aerospace product supporting collaboration base. Regarding relevant market rumors, the company has verified with its major shareholders that there are no relevant matters. Investors are advised to refer to the company's announcements in designated media.

#aerospace #Selected interactive platforms09-17 16:19

[TaiLi Technology: The company's semiconductor CMP polishing fluid is still in the research and development verification stage] On September 17, TaiLi Technology stated on the interactive platform that the company's semiconductor CMP polishing fluid is still in the research and development verification stage, and there is no confirmed delivery volume and delivery time. The customer verification cycle for semiconductor materials is long, and there is uncertainty about whether the product can be supplied in batches and when it will be launched.

#Semiconductor materials #semiconductor #Selected interactive platforms #TMT Industry Observation #semiconductor chip09-17 11:56

[Sungrow: Several SSTs have been delivered to customers and are expected to be put into operation in the fourth quarter] On September 17, Sungrow stated on the interactive platform that the company has delivered several SSTs to customers and are expected to be put into operation in the fourth quarter. It is expected to be the first to realize the on-load operation of the SST800V DC power supply solution in real computing power scenarios.

#power supply #Computing power #Selected interactive platforms09-17 11:50