Core Viewpoint - Lito Electronics has shown significant stock performance with a year-to-date increase of 48.68%, and a notable rise in revenue and profit for the first nine months of 2025, indicating strong growth potential in the electronic components sector [1][2]. Group 1: Stock Performance - As of November 7, Lito Electronics' stock price increased by 2.01% to 29.41 CNY per share, with a trading volume of 337 million CNY and a turnover rate of 4.51%, resulting in a total market capitalization of 7.645 billion CNY [1]. - The stock has experienced a 9.86% increase over the last five trading days, a 19.46% increase over the last 20 days, and a 22.13% increase over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a stock market leaderboard) four times this year, with the most recent appearance on November 3 [1]. Group 2: Financial Performance - For the period from January to September 2025, Lito Electronics reported a revenue of 2.463 billion CNY, representing a year-on-year growth of 65.18%, and a net profit attributable to shareholders of 216 million CNY, which is a remarkable increase of 309.76% [2]. - The company's main business revenue composition includes precision metal stamping structural parts (60.39%), computing services (32.02%), electronic components (4.24%), molds (1.49%), and others [1]. Group 3: Shareholder Information - As of October 31, the number of shareholders for Lito Electronics was 33,900, a decrease of 12.27% from the previous period, while the average number of tradable shares per person increased by 13.98% to 7,570 shares [2]. - The company has distributed a total of 171 million CNY in dividends since its A-share listing, with 100 million CNY distributed over the past three years [3]. - As of September 30, 2025, Hong Kong Central Clearing Limited was the sixth-largest circulating shareholder, holding 1.409 million shares, an increase of 55,900 shares from the previous period [3].

Core Viewpoint - The consumer electronics sector experienced a significant rally, with notable gains in several companies, indicating a positive market sentiment in this industry [1] Company Summaries - Xinying Technology saw its stock price increase by over 10% [1] - Furi Electronics reported a stock price rise of more than 9% [1] - Spring and Autumn Electronics, Litong Electronics, and Yitian Co. also experienced upward movements in their stock prices [1]

Core Insights - The company, LITONG Electronics, highlighted its competitive advantages in the computing power business during the investor reception event, emphasizing its early entry into the market and established partnerships with leading firms [1] Group 1: Competitive Advantages - First-Mover Advantage: The company is one of the early entrants in the computing power sector, achieving revenue and profit sooner than many competitors, allowing it to rapidly scale its business and secure a favorable market position [1] - Resource and Scale Advantage: LITONG has formed strategic partnerships with major GPU server manufacturers and data center providers, enabling it to quickly establish a significant computing power business scale, positioning it as a leader in the industry [1] - Technical Advantage: The company has assembled a specialized team of engineers for AI computing power cloud hardware, software, and marketing services, capable of independently optimizing computing power, building and maintaining clusters, and servicing GPU servers, thus laying a solid technical foundation for its computing power business [1] Group 2: Business Development - As of the end of October, the company has achieved 33,000 P of AI computing power resources for operations, with plans for further enhancement, showcasing its significant scale advantage [1] - The computing power business has become one of the company's long-term stable main operations, with future explorations planned in personalized computing power services, power scheduling, and application scenarios [1]

暨2025年第三季度业绩说明会召开情况的公告 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、准确性和完整性承担个别及连带责任。 重要内容提示： 江苏利通电子股份有限公司（以下简称"公司"）于 2025 年 11 月 4 日（星 期二）15:30-17:00，通过"全景路演"（http://rs.p5w.net）以网络互动方式召开了 "江苏利通电子股份有限公司 2025 年无锡上市公司投资者集体接待日暨 2025 年第三季度业绩说明会"，就公司 2025 年第三季度的经营情况、财务状况等相关 情况与投资者进行充分的交流和沟通。 证券代码：603629 证券简称：利通电子 公告编号：2025-072 江苏利通电子股份有限公司 关于2025年无锡上市公司投资者集体接待日 一、本次业绩说明会召开情况 公司于 2025 年 10 月 31 日通过上海证券交易所官网（http://www.sse.com.cn） 披露了《江苏利通电子股份有限公司关于召开 2025 年无锡上市公司投资者集体 接待日暨 2025 年第三季度业绩说明会的提示性公告的公告》（公告编号： 20 ...

Core Viewpoint - Lito Electronics (603629.SH) is collaborating with Super Fusion on equipment procurement and liquid cooling product development [1] Group 1 - The company has announced a business cooperation with Super Fusion [1] - The collaboration focuses on equipment procurement and the development of liquid cooling products [1]

Group 1 - The company has confirmed ongoing business cooperation with Chaojuvian in areas such as equipment procurement and liquid cooling product development [2]

Group 1 - China Mobile's controlling shareholder, China Mobile Group, plans to transfer 41.98 million shares (0.19% of total shares) to China National Petroleum Corporation [1] - Strong瑞 Technology intends to invest 70 million yuan to acquire 35% equity in aluminum cooling technology company, which supplies components for NVIDIA AI servers [2] - Pingtan Development's stock price has increased over 100% in the last eight trading days, indicating significant abnormal trading behavior [3] Group 2 - Hezhong China warns of irrational speculation risk as its stock price has surged 61.23% over five consecutive trading days, significantly deviating from its fundamentals [4] - TCL Technology's participation in the restructuring plan of Suning Group has not been approved by creditors, leading to uncertainties in the restructuring process [5] - Huitian New Materials has signed a strategic cooperation agreement with Taiblue New Energy to collaborate in solid-state batteries and key materials [6] Group 3 - Han Jian He Shan has signed a procurement contract worth 207 million yuan with China Nuclear Industry Huaxing Construction, accounting for 26.29% of its audited revenue for 2024 [7] - Actual controller of Baihehua, Chen Lirong, mistakenly reduced his holdings by 160,000 shares but has since repurchased the same amount [8][9] - Yaxing Chemical is planning to acquire control of Tianyi Chemical through a combination of share issuance and cash payment, leading to a stock suspension [10] Group 4 - Shenghui Integration's shareholder, Suzhou Shengzhan, has terminated its plan to reduce holdings of up to 620,000 shares, having already reduced 565,500 shares [11] - North Bay Port reported a 22.73% year-on-year increase in cargo throughput in October [12] - Jiangling Motors experienced an 8.06% year-on-year increase in automobile sales in October [12]

Core Points - Lito Electronics announced that its stock price experienced an abnormal fluctuation, with a cumulative increase of 20% over two consecutive trading days on October 31 and November 3, 2025 [1] - The company conducted a self-examination and confirmed, after consulting with its controlling shareholder and actual controller, that there are no undisclosed significant matters or important information as of the date of the announcement [1] - The company advised investors to make rational investment decisions and be aware of trading risks in the secondary market [1]

Core Viewpoint - The controlling shareholders and actual controllers of Jiangsu Litong Electronics Co., Ltd. confirmed that there are no significant matters affecting the abnormal fluctuations in the company's stock price, nor are there any undisclosed major information [1] Summary by Relevant Sections - **Response to Inquiry**: The company received an inquiry letter regarding abnormal stock trading fluctuations and conducted a thorough self-examination. The controlling shareholders, including Shao Shuwei, Shao Qiuping, Shao Peisheng, and Shi Xuping, confirmed the absence of undisclosed significant matters [1] - **Clarification of Major Events**: The controlling shareholders emphasized that there are no major events that should have been disclosed, such as major asset restructuring, share issuance, acquisitions, debt restructuring, business restructuring, asset divestiture, asset injection, share buybacks, equity incentives, bankruptcy reorganization, significant business cooperation, or introduction of strategic investors [1] - **Date of Response**: The response letter was signed on November 3, 2025, confirming the current status of the company's stock price fluctuations [1]

Market Performance - The consumer electronics sector rose by 1.64% on November 3, with Lito Electronics leading the gains [1] - The Shanghai Composite Index closed at 3976.52, up 0.55%, while the Shenzhen Component Index closed at 13404.06, up 0.19% [1] Top Gainers - Lito Electronics (603629) closed at 29.45, up 10.01% with a trading volume of 374,800 shares and a turnover of 1.077 billion yuan [1] - Bay Area Bay (301086) closed at 89.80, up 8.30% with a trading volume of 51,400 shares and a turnover of 456 million yuan [1] - Yitian Co., Ltd. (300812) closed at 26.73, up 5.82% with a trading volume of 148,700 shares and a turnover of 391 million yuan [1] Top Losers - ST Dongni (603595) closed at 20.59, down 4.98% with a trading volume of 1,860 shares and a turnover of 383,000 yuan [2] - Jiebang Technology (301326) closed at 125.96, down 4.06% with a trading volume of 19,200 shares and a turnover of 241 million yuan [2] - Changying Precision (300115) closed at 36.58, down 3.76% with a trading volume of 1,024,800 shares and a turnover of 3.738 billion yuan [2] Capital Flow - The consumer electronics sector experienced a net outflow of 566 million yuan from institutional investors, while retail investors saw a net inflow of 472 million yuan [2][3] - The main capital inflow was observed in Lito Electronics, with a net inflow of 156 million yuan from institutional investors [3] - The sector's overall capital flow indicates a mixed sentiment among different investor types, with institutional investors pulling back while retail investors increased their positions [2][3]