Electronic Components

TIANMAI

TIANMAI released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 263.19 M, actual EPS CNY 0.11

TIANMAI released FY2025 Annual Earnings on April 27 After-Market BJT, actual revenue CNY 1.117 B, actual EPS CNY 1.34

TIANMAI released FY2025 Q4 earnings on April 27 After-Market (BJT), actual revenue CNY 298.88 M, actual EPS CNY 0.1063

TIANMAI to Release FY2026 Q1 Earnings on April 28 After-Market (BJT)

TIANMAI to Release FY2025 Earnings on March 31 After-Market (BJT)

CSO Confirms ZTE and Nubia in Suzhou Tianpul Customer List

TIANMAI released FY2025 Q3 earnings on October 23 After-Market (BJT), actual revenue CNY 310.39 M, actual EPS CNY 0.41

TIANMAI released FY2025 9 Months Earnings on October 23 After-Market (BJT), actual revenue CNY 818.44 M, actual EPS CNY 1.2294

TIANMAI to Release FY2025 Q3 Earnings on October 24 After-Market (BJT)

TIANMAI released FY2025 Q2 earnings on August 27 After-Market (BJT), actual revenue CNY 257.59 M, actual EPS CNY 0.3494

TIANMAI released FY2025 Semi-Annual Earnings on August 27 After-Market BJT, actual revenue CNY 508.05 M, actual EPS CNY 0.82

TIANMAI to Release FY2025 Semi-Annual Earnings on August 28, 2025 (BJT)

Company Responds to Base Construction and Business Expansion Strategy

Suzhou Tianmai Delays Planned Availability of Funded Project to June 2026

TIANMAI released FY2023 Q4 earnings on April 22, 2025 (BJT) with actual revenue of CNY 248.52 M and EPS of CNY 0.53

Suzhou Tianpulse Plans to Invest 2 Billion for Intelligent Manufacturing Base

TIANMAI released FY2024 Q4 earnings on April 22 After-Market (BJT), actual revenue CNY 251.8 M, actual EPS CNY 0.42

TIANMAI released FY2025 Q1 earnings on April 22 After-Market BJT, actual revenue CNY 250.46 M, actual EPS CNY 0.47

TIANMAI released FY2024 Annual Earnings on April 22 After-Market BJT, actual revenue CNY 942.91 M, actual EPS CNY 2.02

TIANMAI FY2025 Q1 Earnings Release Scheduled for April 23 After-Market BJT

301626

TIANMAI plans to invest 600 million yuan to build an intelligent manufacturing project, which is expected to add an annual production capacity of 18 million high-end uniform temperature plates. The project will be carried out within the existing factory, with funding sources including self-owned funds and bank loans. The construction and production of the project will take time, and it will have little impact on the operating performance for the year 2025 in the short term

Zhitong

TIANMAI: Plans to invest 600 million yuan to build an intelligent manufacturing project

TIANMAI plans to issue no more than 786 million yuan in convertible bonds to fund the construction of the Luzhi base project, which has a total investment of 1.36 billion yuan. The company will use self-raised funds before the raised funds are in place, and if the raised funds are insufficient, it will appropriately adjust the investment amount. After the project is completed, the annual production capacity of 30 million PCS high-end uniform temperature plates will be enhanced, increasing market competitiveness and profitability

TIANMAI: Plans to issue no more than 786 million yuan in convertible bonds to invest in the Luzhi base project

According to the Zhitong Finance APP, Suzhou Tianmai released its third-quarter report for 2025. The company's operating revenue for the first three quarters was 818 million yuan, a year-on-year increase of 18.42%. The net profit attributable to shareholders of the listed company was 143 million yuan, a year-on-year increase of 1.54%. The net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 137 million yuan, a year-on-year increase of 2.24%. The basic earnings per share were 1.23 yuan

TIANMAI released its performance for the first three quarters, with a net profit attributable to the parent company of 143 million yuan, an increase of 1.54%

On October 20th, Suzhou Tianmai announced that the company recently won the bidding for the state-owned construction land use rights of the land parcel numbered "Su Wu Guo Tu 2025-WG-14" from the Suzhou Natural Resources and Planning Bureau for 22.4 million yuan. The land use rights obtained through the bidding will mainly be used for the construction of the Suzhou Tianmai intelligent manufacturing base project for thermal conductive and heat dissipation products, which is beneficial for expanding the production capacity of the company's advantageous products

TIANMAI: Suzhou City wins land use rights

TIANMAI stated on the interactive platform on October 15 that the company has not yet laid out the liquid cooling components for the server market. With years of technical accumulation in the thermal management field, some of the company's existing cooling products can be applied to server scenarios. The company continues to pay attention to the technological trends and market demands of liquid cooling components in the server market and will flexibly adjust its R&D strategy in the future based on industry development trends

TIANMAI: No layout yet in the server market for liquid cooling components

TIANMAI released a draft of the restricted stock incentive plan for 2025, proposing to grant no more than 1.28 million shares of restricted stock, accounting for 1.107% of the company's total share capital. The initial grant is 1.081 million shares, with 199,000 shares reserved, and the grant price is 65 yuan per share. The plan has a maximum validity period of 60 months

TIANMAI plans to launch a restricted stock incentive plan in 2025

TIANMAI announced that in the first half of 2025, operating revenue was 508 million yuan, a year-on-year increase of 11.20%. Net profit was 94.454 million yuan, a year-on-year decrease of 2.14%. The company plans not to distribute cash dividends, not to issue bonus shares, and not to convert reserves into share capital

TIANMAI: Net profit in the first half of 2025 was 94.454 million yuan, a year-on-year decrease of 2.14%

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CITIC Securities released a research report indicating that Apple's iPhone 17 Pro and Pro Max are expected to introduce pure copper VC (Vapor Chamber) heat spreaders, and it is anticipated that the iPhone 18 series will feature VC across the entire lineup, with the possibility of adding a copper-steel composite solution, thus continuously expanding market space. The manufacturing process for VC boards is mature, and production costs are decreasing, making it likely to penetrate the mid-to-low-end market in the future. Relevant targets include AAC TECH and TIANMAI

AAC TECH

Apple

GTHT

Cathay Securities and Haitong Securities: The VC board market continues to expand, and the supply chain benefits deeply

002392

On Thursday, 4 companies had their restricted shares unlocked, with a total unlock volume of 19.8145 million shares and an unlock market value of 416 million yuan. Among them, BJLE, TIANMAI, and Jing Sheng Co., Ltd. had the highest unlock volumes, at 13.6652 million shares, 4.0357 million shares, and 1.3837 million shares, respectively. TIANMAI had the highest unlock market value, reaching 286 million yuan. In terms of unlock ratios, TIANMAI, Boshun Bio, and BJLE had unlock ratios of 3.49%, 1.68%, and 1.15%, respectively

BJLE

CGEE

A-share restricted stock unlock overview: Restricted stocks with a market value of 416 million yuan are unlocked today

TIANMAI released its Q1 2025 performance report, with operating revenue of 250 million yuan, a year-on-year increase of 5.72%. The net profit attributable to the parent company was 54.3988 million yuan, a year-on-year decrease of 3.67%; the net profit after deducting non-recurring gains and losses was 52.3352 million yuan, a year-on-year decrease of 5.53%. The basic earnings per share were 0.47 yuan/share

TIANMAI released its first-quarter performance, with a net profit attributable to the parent company of 54.3988 million yuan, a year-on-year decrease of 3.67%

TIANMAI(301626.SZ)