证券代码：688210 证券简称：统联精密 公告编号：2025-010 深圳市泛海统联精密制造股份有限公司 关于变更部分募集资金投资项目的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 深圳市泛海统联精密制造股份有限公司（以下简称"统联精密"或"公司"） 于2025年3月28日分别召开第二届董事会第十五次会议、第二届监事会第十三次 会议，审议通过了《关于变更部分募集资金投资项目的议案》，同意公司对部分 募集资金投资项目进行变更调整。公司监事会对本事项发表了明确的同意意见， 保荐机构国金证券股份有限公司（以下简称"保荐机构"）对本事项出具了明确 的核查意见。根据《上海证券交易所科创板股票上市规则》等相关规定，上述事 项尚需提交公司股东大会审议。现将相关情况公告如下： 一、募集资金基本情况 根据中国证券监督管理委员会出具的《关于同意深圳市泛海统联精密制造股 份有限公司首次公开发行股票注册的批复》（证监许可[2021]3470号），公司获 准向社会公众公开发行人民币普通股（A股）股票2,000.00万股，每股面值1元， 发行价格为每股人民币42.76元，募集资 ...

Group 1 - The core point of the article highlights that Tonglian Precision has experienced a continuous decline for seven trading days, with a cumulative drop of -10.23% [1] - Tonglian Precision, established in 2016, specializes in the production of Metal Injection Molding (MIM) products and technical solutions [1] - E Fund's E Fund Kexun Mixed Fund has entered the top ten shareholders of Tonglian Precision, marking its new investment in the fourth quarter of the previous year [1] Group 2 - The fund manager of E Fund Kexun Mixed is Liu Jianwei, who holds a master's degree in finance and has extensive experience in the investment industry [3][4] - Liu Jianwei has been managing the fund for over five years, with a total return of 98.79% during his tenure [4] - E Fund was established in April 2001 and has multiple shareholders, with significant stakes held by Yingfeng Group, Guangdong Yuecai Trust, and Guangfa Securities, each holding 22.65% [4]

Investment Rating - The report maintains an "Overweight" rating for the electronics industry [1] Core Viewpoints - China and emerging markets are leading growth, with global wearable wristband device shipments expected to grow by 4% year-on-year in 2024, reaching 193 million units [3] - The strong demand from China and emerging markets compensates for declines in mature markets like the US and India, with China projected to account for 30% of global shipments, growing by 20% year-on-year [3] - The compound semiconductor market is expected to grow to approximately $25 billion by 2030, with a compound annual growth rate (CAGR) of nearly 13% from 2024 to 2030, driven by the automotive and mobile transportation sectors [4] Summary by Sections Market Overview - The SW electronics index rose by 2.74% in the past week, outperforming the CSI 300 index by 1.35 percentage points [3] - The six sub-sectors of the electronics industry showed varying performance, with optical optoelectronics and electronic chemicals II leading the gains [3] Investment Recommendations - The report suggests focusing on semiconductor design stocks with real performance and low PE/PEG ratios, including Zhongke Lanyun and Juchip Technology for AIOT SoC chips, and Meixin Sheng and Nanchip Technology for analog chips [5] - It also recommends looking at driving chip companies like Peak Technology and New Xiangwei, as well as semiconductor equipment materials firms such as Huahai Chengke and Changhong Technology [5] - The report highlights the folding machine supply chain, suggesting attention to Tonglian Precision and Jintaiyang, along with military electronics firms like Ziguang Guowei and Fudan Microelectronics [5]

Investment Rating - The report does not explicitly state an investment rating for the electronic components industry or the specific company being analyzed [1]. Core Insights - The company specializes in high-precision, high-density, and complex-shaped precision components, aiming to become a leading manufacturer of MIM products and a comprehensive solution provider for precision parts [18]. - In 2024, the company achieved total revenue of approximately 814 million yuan, a year-on-year increase of 44.90%, with non-MIM precision component revenue rising by 101.94% [19]. - The company has established production bases in Shenzhen, Huizhou, Changsha, and Vietnam, with the latter primarily serving overseas clients [20][21]. - The MIM industry is expected to grow due to the increasing demand for new applications, such as foldable screens [23]. Summary by Sections 1. Company Overview - The company focuses on the research, design, production, and sales of precision components, with a strong emphasis on metal materials and advanced manufacturing processes [18]. 2. Financial Performance - In 2024, the net profit attributable to the parent company was approximately 74 million yuan, a year-on-year increase of 26.17% [20]. - The company’s non-MIM business has seen rapid growth due to diverse customer demands for precision components [21]. 3. Production Capacity - The company operates four production bases, with high capacity utilization in peak seasons at the Shenzhen and Huizhou factories [20]. 4. Market Outlook - The MIM industry is anticipated to expand significantly, driven by new product developments and applications, particularly in consumer electronics [23]. 5. Strategic Initiatives - The company has proactively prepared for opportunities in the foldable smartphone market, having already engaged in related business since 2023 [24].

证券代码：688210 证券简称：统联精密 公告编号：2025-008 深圳市泛海统联精密制造股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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。 重要内容提示： 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律监 管指引第 7 号——回购股份》等相关规定，在回购期限内根据市场情况择机做出 回购决策并予以实施，同时根据回购股份事项进展情况及时履行信息披露义务，敬 请广大投资者注意投资风险。 特此公告。 深圳市泛海统联精密制造股份有限公司董事会 2025 年 3 月 12 日 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定，现将公司回购股份进展的具体情况公告如下： 截至 2025 年 3 月 11 日，公司以集中竞价交易方式回购股份 69.6527 万股，占 公司总股本的比例为 0.4347%，回购成交的最高价为 23.25 元/股，最低价为 18.96 元/股，支付的资金总额为人民币 1,432.0219 ...

证券代码：688210 证券简称：统联精密 公告编号：2025-007 深圳市泛海统联精密制造股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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。 重要内容提示： | 回购方案首次披露日 | 2024/11/6 | | --- | --- | | 回购方案实施期限 | 董事会审议通过后 12 个月内 | | 预计回购金额 | 万元~10,000 万元 5,000 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | □用于转换公司可转债 □为维护公司价值及股东权益 | | 累计已回购股数 | 万股 60.0527 | | 累计已回购股数占总股本比例 | 0.3748% | | 累计已回购金额 | 1,210.9710 万元 | | 实际回购价格区间 | 18.96 元/股~22.91 元/股 | 深圳市泛海统联精密制造股份有限公司（以下简称"公司"）于 2024 年 11 月 4 日召开第二届董事会第十二次会议，审议通过了《关于以集中竞价交易方式回 ...

Financial Performance - The company achieved total operating revenue of RMB 813.91 million, a year-on-year increase of 44.90%[4] - Operating profit reached RMB 87.87 million, reflecting a growth of 25.79% compared to the previous year[4] - Net profit attributable to shareholders was RMB 74.15 million, up 26.17% year-on-year[4] - The net profit attributable to shareholders after deducting non-recurring gains and losses was RMB 71.85 million, an increase of 36.85%[4] - Basic earnings per share increased to RMB 0.47, representing a growth of 27.03%[4] - The weighted average return on equity improved to 6.04%, an increase of 1.26 percentage points[4] Asset Management - Total assets at the end of the reporting period were RMB 2,177.25 million, a 7.54% increase from the beginning of the period[4] Business Segmentation - The company's non-MIM precision component business revenue surged by 101.94% year-on-year, while MIM precision component business revenue remained stable[6] - The company focused on customer demand and business expansion, leading to a significant increase in non-MIM precision component orders[7] Investor Guidance - The company emphasizes the importance of the preliminary financial data and warns investors to pay attention to investment risks[8]

Investment Rating - The report maintains a "Buy" rating for the company, expecting significant growth in the coming years [4]. Core Insights - The company has established a solid technical foundation in the smart glasses sector, particularly in precision structural components, and aims to expand its technology applications in the smart wearable field [1]. - The synergy between MIM and non-MIM businesses is driving the company's growth, with a revenue increase of 60.91% year-on-year to 592 million RMB in the first three quarters of 2024 [2]. - The company is increasing its R&D investment to explore new materials and processes, focusing on precision components and automation, which will support its strategic development [3]. Summary by Sections Financial Performance - In 2024, the company is projected to achieve a revenue of 771 million RMB, with a growth rate of 37.29% [7]. - The net profit attributable to the parent company is expected to reach 85 million RMB in 2024, reflecting a year-on-year growth of 44.66% [7]. - The company reported a net profit of 52 million RMB in the first three quarters of 2024, a 124.30% increase compared to the previous year [2]. Business Development - The company is diversifying its material usage in MIM, with a focus on magnetic functional materials and high-strength alloy materials, targeting applications in foldable smartphones, AI glasses, automotive, and medical devices [3]. - The production capabilities are being enhanced through the integration of CNC, laser processing, and precision injection molding to meet diverse customer needs [2]. Future Projections - The forecasted net profits for 2024, 2025, and 2026 are 0.85 billion RMB, 1.31 billion RMB, and 1.88 billion RMB, respectively, indicating a strong growth trajectory [4]. - The company’s P/E ratios for the next three years are projected to be 42, 27, and 19 times, suggesting an attractive valuation as earnings grow [4].

Investment Rating - The report maintains a "Buy" rating for the company, expecting significant growth in the coming years [4]. Core Insights - The company has established a solid technical foundation in the smart glasses sector, particularly in precision structural components, and aims to expand its technology applications in the wearable device field [1]. - The synergy between MIM and non-MIM businesses is driving the company's growth, with a revenue increase of 60.91% year-on-year to 592 million RMB in the first three quarters of 2024, and a net profit increase of 124.30% to 52 million RMB [2]. - The company is increasing its R&D investment to explore new materials and processes, focusing on precision components and automation, which will support its strategic development [3]. Summary by Sections Financial Performance - Revenue for 2024 is projected to reach 771 million RMB, with a growth rate of 37.29%, and net profit is expected to be 85 million RMB, reflecting a growth rate of 44.66% [7]. - The company’s gross margin is anticipated to improve as production capacity utilization increases [2]. Future Projections - Forecasted net profits for 2024, 2025, and 2026 are 85 million RMB, 131 million RMB, and 188 million RMB, respectively, with corresponding PE ratios of 41, 27, and 19 [4]. - The company is diversifying its material usage in MIM, with a focus on magnetic functional materials and high-strength alloy materials, extending applications to various sectors including foldable smartphones and medical devices [3].

证券代码：688210 证券简称：统联精密 公告编号：2025-005 深圳市泛海统联精密制造股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定，公司应在每个月的前 3 个交易日内公告截至上月 末的回购进展情况。现将公司回购股份进展的具体情况公告如下： 截至 2025 年 1 月 31 日，公司以集中竞价交易方式回购股份 33.8327 万股，占 公司总股本的比例为 0.2111%，回购成交的最高价为 20.80 元/股，最低价为 18.96 元/股，支付的资金总额为人民币 657.1545 万元（不含印花税、交易佣金等交易费 用）。本次回购股份符合相关法律法规及公司回购股份方案的规定。 三、 其他事项 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律监 管指引第 7 号——回购股份》等相关规定，在回购期限内根据市场情况择机做出 回购决策并予以实施，同时根据回购股份事项进展情况及时履行信息披露义务， 敬请广大投资者注意投资风险。 特此公告。 深圳市泛海统联精密制造股份有限公司董事会 本 ...