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Sihui Fuji Electronics Technology (300852.SZ): Actual controller renews the consistent action agreement.
Sihui Fuji Electronics Technology (300852.SZ) announced that the actual controllers Liu Tianming, Wen Yifeng, Huang Zhicheng, and Sihui Mingcheng Trading Co., Ltd., Sihui Tiancheng Tongchuang Venture Capital Partnership (Limited Partnership), and Sihui Yiming Investment Co., Ltd. will soon expire the "Consistent Action Agreement" signed. To ensure the stability of the company's operations and the efficiency of decision-making, all parties renewed the "Consistent Action Agreement" on July 10, 2024.
Sihui Fuji Electronics Technology (300852.SZ): The initial orders imported by Yipin Circuit are mainly for industrial control, automotive electronics, communications, etc.
On July 2nd, 2024, Sihui Fuji Electronics Technology (300852.SZ) received specific inquiries about the Thai factory. When asked about the product positioning of the Thai factory, the company replied that the factory is currently striving for trial production of Yiping circuit. The downstream applications of the company are mainly in the fields of industrial control and automotive electronics, with a significant market influence in these two areas. Initially, the orders introduced by Yiping Circuit are mainly for industrial control, automotive electronics, and communication, and will be adjusted in a timely manner to meet the needs of overseas customers as the factory gradually runs normally.
Sihui Fuji Electronics Technology (300852.SZ): The usage of PCB in new energy autos is about 4-5 times that of traditional rbob gasoline vehicles.
On July 2, 2024, Sihui Fuji Electronics Technology (300852.SZ) received a specific survey on whether the company's annual report for 2023 mentioned that the growth rate of automotive electronics was faster. The company replied that automotive electronics is a downstream application field that we focus on developing, and we have accumulated a large number of customers, mainly new energy vehicles, during the long-term operation process. After sampling and evaluation, they are gradually put into production. The per unit PCB usage of new energy vehicles is about 4-5 times that of traditional fuel vehicles. As the penetration rate of new energy vehicles continues to increase, automotive electronics.
Sihui Fuji Electronics Technology (300852.SZ): Part of the products in the AI server and optical module fields have completed sample evaluation and entered the small batch trial production stage.
On July 2, 2024, Sihui Fuji Electronics Technology (300852.SZ) accepted a specific investigation regarding the company's progress in AI servers and optical module development in response to demands of emerging markets, aside from industrial controls and automotive electronics. The company highly valued such demands, invested a large amount of resources in key customer development aimed at targeted areas, and achieved certain progress. Some products have already been finished with sample evaluation and entered small batch production phase. However, the revenue proportion is still relatively small.
Sihui Fuji Electronics Technology (SZ300852): Did not repurchase company shares in June.
On July 1st, Gelunhui reported that Sihui Fuji Electronics Technology (300852.SZ) did not repurchase any of the company's shares between June 1, 2024 and June 28, 2024. As of June 28, 2024, the company has repurchased 1,012,000 shares through the share repurchase special securities account, which accounts for 0.71% of the total share capital of the company. The highest fill price was 32.20 yuan/share, the lowest fill price was 22.12 yuan/share, and the total transaction amount was 27,525,262.38 yuan (excluding transaction costs).
Sihui Fuji Electronics Technology (300852.SZ) has not yet established any partnership with Apple.
On June 13th, GeLongHui reported that Sihui Fuji Electronics Technology (300852.SZ) stated on the investor Q&A platform that it has not yet established a cooperative relationship with Apple. The company has been deeply cultivating in the high-quality PCB field for over ten years, accumulating rich manufacturing experience, and has the ability and confidence to provide products and services for customers around the world who have a demand for high-quality PCBs.
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