易德龙（603380）(603380.SH)发布公告，股东王明计划通过大宗交易方式减持公司股份数量合计不超 过320万股，不超过公司股份总数的2%，将于减持计划公告之日起15个交易日后的3个月内进行，在任 意连续90个自然日内，减持股份的总数不超过公司股份总数的2%;减持价格视市场情况确定。 ...

易德龙公告，公司持股5%以上股东王明先生目前持有公司2050.72万股，占12.78%，拟自本公告披露之 日起15个交易日后的3个月内，通过大宗交易减持不超过320万股，减持比例不超过2%，在任意连续90 个自然日内减持总数不超2%，减持期间为2025年12月22日～2026年3月20日，股份来源均为IPO前取 得，减持价格将视市场情况确定。 ...

法律意见书 北京市中伦(上海)律师事务所 关于苏州易德龙科技股份有限公司 2025 年第二次临时股东会的 二〇二五年十一月 北京 • 上海 • 深圳 • 广州 • 武汉 • 成都 • 重庆 • 青岛 • 杭州 • 南京 • 海口 • 东京 • 香港 • 伦敦 • 纽约 • 洛杉矶 • 旧金山 • 阿拉木图 Beijing • Shanghai • Shenzhen • Guangzhou • Wuhan • Chengdu • Chongqing • Qingdao • Hangzhou • Nanjing • Haikou • Tokyo • Hong Kong • London • New York • Los Angeles • San Francisco • Almaty 法律意见书 北京市中伦(上海)律师事务所 关于苏州易德龙科技股份有限公司 2025 年第二次临时股东会的 法律意见书 致：苏州易德龙科技股份有限公司 根据《中华人民共和国公司法》（以下简称"《公司法》"）、中国证券监督管 理委员会《上市公司股东会规则》（以下简称"《股东会规则》"）等相关法律、法 规及规范性文件和《苏州易德龙科技股份 ...

| 1、出席会议的股东和代理人人数 | 119 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 103,435,759 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | 64.4695 | | 份总数的比例（%） | | (四) 表决方式是否符合《公司法》及《公司章程》的规定，股东会主持情况 等。 (一) 股东会召开的时间：2025 年 11 月 17 日 (二) 股东会召开的地点：苏州市相城经济开发区春兴路 50 号苏州易德龙科技 股份有限公司会议室 (三) 出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： 重要内容提示： 本次会议是否有否决议案：无 一、 会议召开和出席情况 证券代码：603380 证券简称：易德龙 公告编号：2025-051 苏州易德龙科技股份有限公司 2025年第二次临时股东会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 本次股东会由公司董事会召集，现场会议由董事长钱新栋先生主持，本次会 议以现场投票与网络投票相结合的方式 ...

Group 1 - The mechanical industry showed a strong performance in 2025, with a cumulative increase of 35.07%, outperforming the Shanghai and Shenzhen 300 index (17.94%) and the Shanghai Composite Index (17.99%) [1][17][21] - Emerging sectors such as AI equipment (140%), lithium battery equipment (96%), humanoid robots (67%), and engineering machinery (55%) led the gains in the mechanical industry, indicating significant investment opportunities [1][27][25] - The outlook for 2026 suggests continued growth in AI and technology sectors, with engineering machinery expected to maintain an upward trend and domestic demand gradually recovering from the bottom [1][30][39] Group 2 - Domestic economic conditions are currently experiencing a "weak recovery" phase, with fixed asset investment showing a differentiated pattern: manufacturing > infrastructure > real estate [2][30] - The general manufacturing sector is expected to enter a new investment cycle, driven by improved PPI and inventory levels, with a focus on high-end upgrades and stock replacement [39][46] - The export sector is benefiting from the competitive strength of leading Chinese companies, with a notable increase in orders for high-end machinery from Japan, reflecting the active investment in domestic high-end manufacturing [55][56] Group 3 - The AI-driven technology sector is expected to continue its upward trend, with hardware demand and new process iterations accelerating, particularly in AI PCB technology and humanoid robots [3][30][61] - Solid-state battery technology is at a critical juncture, with leading battery companies expanding production capacity, indicating a significant opportunity for battery equipment manufacturers [3][30][61] - Investment recommendations include focusing on technology growth assets such as AI PCB equipment, humanoid robots, and solid-state battery equipment, as well as engineering machinery and general automation sectors [4][61]

苏州易德龙科技股份有限公司 2025 年第二次临时股东会会议资料 | | | 目录 | | --- | --- | --- | | 2025 | 年第二次临时股东会议程 | 3 | | 2025 | 年第二次临时股东会会议须知 | 4 | | 2025 | 年第二次临时股东会议案表决办法 | 5 | | | 议案：关于修订及新增公司部分治理制度的议案 | 7 | 苏州易德龙科技股份有限公司 2025 年第二次临时股东会议程 现场会议召开时间：2025 年 11 月 17 日 10 时 00 分 现场会议地点：江苏省苏州市相城经济开发区春兴路 50 号苏州易德龙科技 股份有限公司会议室 出席人员： 1、2025 年 11 月 10 日下午交易结束后登记在册的本公司股东及其授权委托 人； 2、公司董事、高管人员及聘任的股东会见证律师。 会议议程： 一、介绍出席会议的股东人数及其代表的股份总数。 二、审议本次股东会议案表决办法。 三、逐项审议下列议案： | 序 | 议案名称 | | --- | --- | | 1.00 | 关于修订及新增公司部分治理制度的议案 | | 1.01 | 关于修订《关联交易管理制度》 | ...

Core Viewpoint - The announcement details the completion of the first lock-up period for Suzhou Yidelong Technology Co., Ltd.'s 2024 employee stock ownership plan, which will unlock a total of 912,040 shares, representing 0.57% of the company's total share capital [4][5]. Group 1: Implementation Progress of the Employee Stock Ownership Plan - On September 20, 2024, the company held its fourth board meeting, approving the draft and management measures for the 2024 employee stock ownership plan [2]. - On October 8, 2024, the company convened a temporary shareholders' meeting, which also approved the employee stock ownership plan [2]. - On October 24, 2024, the first meeting of the employee stock ownership plan holders was held, establishing a management committee for the plan [2]. Group 2: Lock-up Period and Unlocking Conditions - The employee stock ownership plan has a duration of 60 months, with shares unlocking in three phases: 40% after 12 months, 30% after 24 months, and 30% after 36 months [3]. - The first lock-up period has ended, allowing for the unlocking of 912,040 shares, which is 0.57% of the total share capital [4]. Group 3: Subsequent Arrangements and Trading Restrictions - Following the end of the first lock-up period, the management committee will decide on the sale or transfer of the vested shares to the holders, subject to tax deductions [5]. - The employee stock ownership plan will adhere to strict trading restrictions, including prohibitions on trading during specific periods related to financial reporting and significant events [5][6].

证券代码：603380 证券简称：易德龙 公告编号：2025-050 苏州易德龙科技股份有限公司 关于 2024 年员工持股计划第一个锁定期届满 暨解锁条件成就的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 苏州易德龙科技股份有限公司（以下简称"公司"）2024 年员工持股计划(以 下简称"本次员工持股计划")第一个锁定期于 2025 年 11 月 8 日届满，根据中 国证监会《关于上市公司实施员工持股计划试点的指导意见》以及《上海证券交 易所上市公司自律监管指引第 1 号——规范运作》等相关规定，现将本次员工持 股计划第一个锁定期届满及解锁情况公告如下： 一、2024 年员工持股计划的实施进展 二、2024年员工持股计划的锁定期及第一个锁定期解锁情况 根据《苏州易德龙科技股份有限公司2024年员工持股计划》和《苏州易德龙 科技股份有限公司2024年员工持股计划管理办法》的规定，本持股计划的存续期 为60个月，自本持股计划草案经公司股东大会审议通过且公司公告最后一笔标的 股票过户至本持股计划名下之日起计算；本次员工 ...

Core Insights - The A-share listed companies in Chengdu have reported strong performance for the third quarter of 2025, with 91 out of 122 companies profitable, representing a profitability rate of 74.6% [1][3] - Total operating revenue for these companies reached 4340.55 billion, with a net profit totaling 411.75 billion [1][3] - Chengdu Bank led in net profit with 94.93 billion, while Olin Bio achieved the highest year-on-year net profit growth rate at 1079.36% [1][3] Financial Performance - Among the 122 Chengdu A-share listed companies, 58 reported positive year-on-year net profit growth, accounting for nearly 48% [3] - Twelve companies reported net profits exceeding 10 billion, including Chengdu Bank, New Yisheng, and Sichuan Road and Bridge [3] - The net profit growth rates for several companies were remarkable, with Olin Bio at 1079.36% and Zhimingda at 995.37% [3][4] Sector Performance - The economic data from Chengdu shows a GDP of 18226.9 billion for the first three quarters, growing by 5.8% year-on-year, indicating a stable growth environment for listed companies [4] - Various sectors, including electronics, non-ferrous metals, and biomedicine, showed strong performance, particularly driven by downstream demand [4] - New Yisheng reported significant growth in the artificial intelligence sector, with a revenue increase of 221.70% and a net profit increase of 284.37% [4][5] Company Highlights - New Yisheng's revenue for the first three quarters reached 165.05 billion, with a third-quarter revenue of 60.68 billion, reflecting a year-on-year growth of 152.53% [4][5] - Olin Bio achieved a revenue of 5.07 billion, with a net profit of 4747.98 million, marking a year-on-year growth of 1079.36% [5] - Zhimingda, focusing on high-reliability embedded computing, reported a revenue of 5.12 billion, with a net profit turnaround [5]

Core Viewpoint - Yidelong, a global EMS provider, is experiencing stable revenue growth and is expected to benefit from industry trends and strategic transformations [6] Group 1: Company Overview - Yidelong was established on May 31, 2001, and went public on June 22, 2017, on the Shanghai Stock Exchange, with its headquarters in Suzhou, Jiangsu Province [1] - The company specializes in electronic manufacturing services for various sectors, including communications, industrial control, automotive electronics, medical electronics, and consumer electronics [1] Group 2: Financial Performance - For Q3 2025, Yidelong reported revenue of 1.723 billion yuan, ranking 37th among 88 companies in the industry, with the industry leader, Foxconn, generating 60.393 billion yuan [2] - The net profit for the same period was 178 million yuan, placing the company 25th in the industry, while the top performer had a net profit of 22.522 billion yuan [2] Group 3: Financial Ratios - As of Q3 2025, Yidelong's debt-to-asset ratio was 33.64%, down from 36.34% year-on-year, which is lower than the industry average of 44.84% [3] - The gross profit margin for Q3 2025 was 26.64%, slightly up from 26.59% year-on-year, exceeding the industry average of 19.47% [3] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 9.95% to 11,800, while the average number of shares held per shareholder decreased by 9.05% [5] - Notable shareholders include Yifangda Kexun Mixed Fund, which increased its holdings by 831,100 shares [5] Group 5: Market Outlook - The global EMS market is projected to reach $799 billion by 2028, with a CAGR of approximately 4.6% [6] - Yidelong is focusing on three strategic transformations: targeting top-tier clients, enhancing R&D collaboration with clients, and expanding global operations [6] - The company has developed a PCB axial motor that addresses production bottlenecks and fills a domestic technology gap [6]