易德龙公告，实际控制人一致行动人凯恩（苏州）私募基金管理有限公司－凯恩贝拉私募证券投资基金 于2025年6月6日至2025年9月5日通过大宗交易减持公司股份245.25万股，占公司总股本1.53%，减持价 格区间24.47～30.04元/股，套现6495.52万元；减持后持股1038.49万股，占6.47%。本次减持计划已实施 完毕，原计划减持比例不超过2%。 ...

资料显示，苏州易德龙科技股份有限公司位于江苏省苏州相城经济开发区春兴路50号，成立日期2001年 5月31日，上市日期2017年6月22日，公司主营业务涉及为通讯、工业控制、汽车电子、医疗电子、消费 电子等领域的客户提供电子制造服务。 截至发稿，杨雅洁累计任职时间11年244天，现任基金资产总规模53.73亿元，任职期间最佳基金回报 29.83%， 任职期间最差基金回报-1.44%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，鹏华基金旗下1只基金重仓易德龙。鹏华上华一年持有期混合A（013353）二季度持有股数 13.25万股，占基金净值比例为0.94%，位居第四大重仓股。根据测算，今日浮亏损失约30.21万元。 鹏华上华一年持有期混合A（013353）成立日期2021年9月28日，最新规模3.74亿。今年以来收益 2.44%，同类排名7429/8248；近一年收益4.22%，同类排名7652/8051；成立以来收 ...

Company Overview - Yidelong Technology Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on May 31, 2001. The company went public on June 22, 2017. Its main business involves providing electronic manufacturing services to clients in telecommunications, industrial control, automotive electronics, medical electronics, and consumer electronics sectors [1]. Stock Performance - As of September 4, Yidelong's stock price decreased by 2.02%, trading at 43.70 CNY per share, with a total market capitalization of 7.011 billion CNY. The stock has increased by 82.16% year-to-date, with a 5.48% rise over the last five trading days, 28.15% over the last 20 days, and 85.56% over the last 60 days [1]. - The stock experienced a net outflow of 4.8245 million CNY in principal funds, with large orders showing a buy of 4.7546 million CNY and a sell of 8.5350 million CNY [1]. Financial Performance - For the period from January to June 2025, Yidelong achieved a revenue of 1.171 billion CNY, representing a year-on-year growth of 15.64%. The net profit attributable to shareholders was 115 million CNY, reflecting a year-on-year increase of 31.06% [2]. Shareholder Information - As of August 29, the number of Yidelong shareholders was 10,700, a decrease of 5.31% from the previous period. The average number of circulating shares per shareholder increased by 5.61% to 14,994 shares [2]. - Since its A-share listing, Yidelong has distributed a total of 413 million CNY in dividends, with 224 million CNY distributed over the last three years [3]. Institutional Holdings - As of June 30, 2025, Yidelong's sixth-largest circulating shareholder is E Fund Kexun Mixed Fund, holding 2.1132 million shares, an increase of 146,300 shares from the previous period. E Fund Kairong Mixed Fund is the ninth-largest circulating shareholder, holding 1.5616 million shares as a new shareholder [3].

Company Overview - Yidelong Technology Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on May 31, 2001. The company went public on June 22, 2017. Its main business involves providing electronic manufacturing services to clients in telecommunications, industrial control, automotive electronics, medical electronics, and consumer electronics sectors [1]. Stock Performance - On September 2, Yidelong's stock price increased by 2.01%, reaching 44.66 CNY per share, with a trading volume of 184 million CNY and a turnover rate of 2.61%. The total market capitalization is 7.165 billion CNY [1]. - As of July 31, the number of shareholders for Yidelong was 11,300, an increase of 3.67% from the previous period, while the average circulating shares per person decreased by 3.54% to 14,198 shares [1]. Financial Performance - For the first half of 2025, Yidelong achieved a revenue of 1.171 billion CNY, representing a year-on-year growth of 15.64%. The net profit attributable to shareholders was 115 million CNY, reflecting a year-on-year increase of 31.06% [1]. Dividends and Shareholding - Since its A-share listing, Yidelong has distributed a total of 413 million CNY in dividends, with 224 million CNY distributed over the past three years [2]. - As of June 30, 2025, among the top ten circulating shareholders, E Fund Kexun Mixed Fund (110029) ranked as the sixth largest shareholder with 2.1132 million shares, an increase of 146,300 shares from the previous period. E Fund Kairong Mixed Fund (006533) entered the list as the ninth largest shareholder with 1.5616 million shares [2].

Group 1: Yidelong - The company achieved growth in industrial control, communications, and medical sectors in the first half of 2025, with a 22.44% year-on-year increase in communications revenue driven by server customer demand [1] - The company is expanding its overseas factory layout in Vietnam, Mexico, and Romania to mitigate tariff risks, with export modes primarily using FOB and EXW, where customers bear import duties [1] - The company plans to expand its overseas factories in the second half of 2025, although specific plans are not yet determined [1] - The company is increasing R&D investments and has established product development collaborations with several global industry leaders [1] Group 2: Yidong Electronics - The company reported a revenue of 1.009 billion yuan in the first half of 2025, marking a 27.77% year-on-year increase and achieving a historical high for the same period [2] - The company has successfully transitioned from IGBT heat sinks to liquid cooling structures for computing chips, with bulk shipments already made and expansion into liquid cooling for computing servers [2] - FPC products have been integrated into clients such as Xiaomi, DJI, and Xiaotiancai, and are being applied in smart terminals, drones, panoramic cameras, and expanding into embodied robots, OLED, foldable screens, and automotive displays [2] - The company leverages its integrated capabilities in mold design, precision processing, and surface treatment to provide system-level solutions through "connector + cooling" collaborative schemes [2]

易德龙涨2.42%，报44.49元/股，股价再创新高，总市值突破71.38亿元，成交额达1238.17万元。（第一 财经AI快讯） ...

9月1日，易德龙盘中上涨2.00%，截至11:03，报44.31元/股，成交1.28亿元，换手率1.83%，总市值71.09 亿元。 分红方面，易德龙A股上市后累计派现4.13亿元。近三年，累计派现2.24亿元。 机构持仓方面，截止2025年6月30日，易德龙十大流通股东中，易方达科讯混合（110029）位居第六大 流通股东，持股211.32万股，相比上期增加14.63万股。易方达科融混合（006533）位居第九大流通股 东，持股156.16万股，为新进股东。招商量化精选股票发起式A（001917）退出十大流通股东之列。 易德龙今年以来股价涨84.70%，近5个交易日涨9.14%，近20日涨47.21%，近60日涨85.17%。 资料显示，苏州易德龙科技股份有限公司位于江苏省苏州相城经济开发区春兴路50号，成立日期2001年 5月31日，上市日期2017年6月22日，公司主营业务涉及为通讯、工业控制、汽车电子、医疗电子、消费 电子等领域的客户提供电子制造服务。 易德龙所属申万行业为：电子-消费电子-消费电子零部件及组装。所属概念板块包括：机器人概念、小 盘、消费电子、医疗器械、新能源车等。 资金流向方面，主力 ...

据证券之星公开数据整理，近期易德龙（603380）发布2025年中报。截至本报告期末，公司营业总收入 11.71亿元，同比上升15.64%，归母净利润1.15亿元，同比上升31.06%。按单季度数据看，第二季度营 业总收入6.22亿元，同比上升10.78%，第二季度归母净利润7274.38万元，同比上升29.33%。本报告期 易德龙盈利能力上升，毛利率同比增幅1.66%，净利率同比增幅12.64%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率26.35%，同比增1.66%，净利率9.93%，同比增 12.64%，销售费用、管理费用、财务费用总计8826.21万元，三费占营收比7.53%，同比减12.02%，每股 净资产9.14元，同比增4.58%，每股经营性现金流0.84元，同比增32.53%，每股收益0.71元，同比增 31.48% | 基金筒称 | 基金代码 | 持有股数 | 持仓变动 | 数据来源 | | --- | --- | --- | --- | --- | | 鹏华上华一年持有期混合A | 013353 | 13.25万股 | 新进十大 | 2025基金半年报 | | 新华积极价值灵活配置 ...

Summary of the Conference Call for 易德龙 Company Overview - 易德龙 reported a revenue of 622 million yuan for Q2 2025, representing a year-on-year growth of 10.78% [2] - The net profit attributable to shareholders was 72.74 million yuan, up 29.33% year-on-year [2] - The weighted average return on equity reached 7.31%, an increase of 1.03 percentage points compared to the previous year, indicating improved profitability [2] Industry Context - The company operates in the Electronic Manufacturing Services (EMS) industry, which has seen strategic retreats from European and American competitors, creating new opportunities for 易德龙 [7] - The EMS sector has shifted focus from North America to China, with many companies seeking cost-effective solutions [7] Key Strategies and Developments - To address tariff policies, 易德龙 has established a presence in China, Vietnam, Mexico, and Romania, allowing for differentiated pricing and flexibility in meeting customer needs [2][5] - The company utilizes a unified SAP system and MES execution systems across its global factories to enhance operational efficiency and maintain competitive advantages amid tariff pressures [2][5] - 易德龙's collaboration with EBM Papst to develop PCB axial motors is a significant innovation, with plans to showcase products at the SPS industrial exhibition in Nuremberg [2][9] Financial Performance - For the first half of 2025, 易德龙 achieved a revenue of 1.171 billion yuan, a year-on-year increase of 15.64% [3] - The net profit attributable to shareholders for the first half was 115 million yuan, marking a 31% increase year-on-year [3] Product Development - The company is developing PCB axial motors, facing challenges such as power density and thermal management, with applications in automotive, robotics, and aerospace [13][16] - Approximately 70% of 易德龙's business comes from long-term relationships with major clients, particularly in the high-quality and cost-effective segments of the market [8] Client Relationships and Market Position - 易德龙 maintains long-term partnerships with clients like 浪潮 and 安菲诺, with significant growth in the AI server segment [10][12] - The company has a strong competitive edge due to its extensive R&D capabilities and a large pool of engineers, which surpasses that of its Western counterparts [7] Future Outlook - 易德龙 plans to enhance its international competitiveness by optimizing global operations and upgrading technology [6] - The company aims to participate in the SPS industrial exhibition to showcase its latest technologies and engage with downstream customers [23] Production Capacity - 易德龙 has established factories in Mexico, Vietnam, and Romania, with plans for expansion to meet increasing demand [24] - The company’s top five clients account for over 50% of sales, indicating a concentrated customer base [24] Conclusion - 易德龙 is strategically positioned to leverage its operational efficiencies, innovative product development, and strong client relationships to capitalize on emerging opportunities in the EMS industry amidst changing global dynamics [7][24]

每经AI快讯，易德龙8月28日发布公告称，公司第四届第五次董事会会议于2025年8月26日以现场结合 通讯方式召开。会议审议了《关于审议<2025年半年度报告>全文及摘要的议案》等文件。 （记者 王晓波） 每经头条（nbdtoutiao）——世界首例基因编辑猪肺成功移植人体 对话主要参与者：距离临床应用还有 多远？ ...