TDG Holdings Co Ltd: A Year of Strategic Expansion and Technological Breakthroughs

In a year marked by strategic expansion and technological innovation, TDG Holdings Co Ltd, a leading manufacturer in the Information Technology sector, has made significant strides. Based in Jiaxing, China, the company specializes in electromagnetic cores, electronic components, and soft magnetic ferrite materials. With a market capitalization of 9.68 billion CNH and a close price of 7.79 CNH as of July 27, 2025, TDG Holdings is navigating the competitive landscape with a focus on high-value international markets and cutting-edge technology.

International Ventures and Strategic Investments

TDG Holdings has been actively expanding its footprint in the global market. A notable development is the company’s involvement in the A-round financing of Chengdu Zhongjia Microvision Technology Co., Ltd., through its wholly-owned subsidiary, Tian Tong Intelligent Equipment Co., Ltd. This investment, amounting to 75.458287 million RMB, underscores TDG Holdings’ commitment to diversifying its portfolio and tapping into emerging technologies.

Moreover, the company has reported receiving new overseas orders, particularly in high-value sectors such as grid-end storage and distribution, tunnel and data center power supply, low-altitude economy and heavy-duty vehicle swapping, and emergency storage. These developments highlight TDG Holdings’ strategic pivot towards international markets, aiming to leverage high-margin opportunities beyond the domestic low-price competition.

Technological Innovations and Market Leadership

TDG Holdings is at the forefront of technological innovation, particularly in the production of large-size RF piezoelectric wafers. The company has successfully implemented a project aimed at producing 420 million pieces of these wafers annually, a move that is expected to significantly enhance its market share. This initiative is part of TDG Holdings’ broader strategy to focus on electronic materials as a core, driving the co-development of electronic materials and intelligent equipment.

The company’s achievements in the production of lithium tantalate (LT) and lithium niobate (LN) crystals, along with black polished wafers, have been groundbreaking. TDG Holdings has achieved mass production of these products, developing an 8-inch piezoelectric crystal material that breaks the international monopoly and achieves national substitution. This technological autonomy positions TDG Holdings as a leader in the industry, with product core indicators nearing those of leading international enterprises.

Financial Strategies and Shareholder Engagement

In response to national calls for utilizing low-interest bank loans for share repurchases, TDG Holdings has announced plans to buy back shares using its own and self-raised funds through centralized auction trading. This move, aimed at enhancing shareholder value, reflects the company’s confidence in its future development and financial health.

Conclusion

TDG Holdings Co Ltd’s strategic initiatives in 2025, from expanding its international presence to pioneering technological advancements, underscore its commitment to growth and innovation. As the company continues to navigate the challenges and opportunities of the Information Technology sector, its focus on high-value markets and cutting-edge technology positions it well for sustained success.