Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company has demonstrated steady growth in operating performance, with a revenue increase of 25.9% year-on-year in 2024, reaching 740 million yuan, and a net profit increase of 25.4%, amounting to 140 million yuan [5] - In Q1 2025, the company achieved a revenue of 200 million yuan, reflecting a year-on-year growth of 33.2%, and a net profit of 40 million yuan, up 4.5% year-on-year [5] - The growth in performance is attributed to the rising demand in downstream sectors such as integrated circuits and casting welding, alongside breakthroughs in domestic substitution of core components like X-ray sources [5] - The company has adjusted its profit forecasts for 2025-2026 and added a forecast for 2027, expecting net profits of 182 million yuan, 238 million yuan, and 313 million yuan for 2025, 2026, and 2027 respectively, with corresponding EPS of 1.59 yuan, 2.07 yuan, and 2.73 yuan [5] Financial Performance Summary - In 2024, the company generated revenues of 739 million yuan, with a year-on-year growth of 25.9% and a net profit of 143 million yuan, reflecting a growth of 25.4% [6] - The revenue from integrated circuits and electronic manufacturing reached 332 million yuan, growing by 40.75%, while the revenue from other sectors also showed positive growth [6] - The company has achieved significant milestones in the production of X-ray sources, with the 90kV-150kV micro-focus X-ray source entering mass production and new models being industrialized [6] - The financial projections indicate a steady increase in revenue and net profit, with a projected revenue of 980 million yuan in 2025, 1.246 billion yuan in 2026, and 1.596 billion yuan in 2027 [10] Industry Outlook - The industrial X-ray industry is expected to experience structural growth opportunities due to the increasing demand for precision testing in sectors like integrated circuits and automotive components, as well as the ongoing domestic substitution [7] - The company is well-positioned to leverage its full industry chain layout and technological innovation advantages to capture more market share through capital operations and acquisitions [7]

Core Insights - Qianhe Capital recently conducted research on a listed company, Nichiren Technology, revealing strong growth in revenue and net profit for 2024 and Q1 2025 [1] Financial Performance - In 2024, Nichiren Technology is projected to achieve revenue of 739 million, a year-on-year increase of 25.89%, and a net profit of 143 million, up 25.44% [1] - For Q1 2025, revenue is expected to reach 200 million, reflecting a year-on-year growth of 33.19%, while net profit is anticipated to be 35.33 million, a growth of 4.45% [1] - The slower growth in net profit compared to revenue is attributed to increased share-based payment expenses and enhanced market expansion efforts [1] Market Demand and Orders - The company has a robust order backlog, with new orders experiencing rapid growth, primarily driven by the recovery in demand from the electronic semiconductor and lithium battery industries, as well as increased demand for automotive component testing [1] - Nichiren Technology expects to maintain year-on-year revenue growth throughout the year, with a projected revenue growth rate of no less than 60% for 2025, or a non-recurring net profit growth rate of no less than 60% [1] Product Development and Expansion - The company is actively expanding its X-ray source product line and developing multi-mode CT intelligent detection equipment [1] - Nichiren Technology has established Nichiren Technology Research Institute and Shanghai Ruitai subsidiary, while its subsidiary Nichiren Vision is entering the foreign object detection market [1] International Market Strategy - The company is intensifying its efforts in overseas markets, having established subsidiaries or factories in Singapore, Malaysia, Hungary, and the United States, with overseas sales revenue in 2024 expected to reach 59.16 million, a year-on-year increase of 20.18% [1] - The impact of international tariff changes on the company is limited and manageable, with its global layout mitigating tariff fluctuations [1] M&A Strategy - Nichiren Technology is actively seeking acquisition targets, aiming to achieve phased results by investing in companies that synergize with its X-ray detection technology [1]

Group 1 - Dayun Technology (688531.SH) closed at 63.40 yuan, with a decline of 7.01% [1] - The company was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on March 31, 2023, with an initial public offering (IPO) of 19,851,367 shares at a price of 152.38 yuan per share [1] - On the first day of trading, Dayun Technology reached a peak price of 241.11 yuan, marking the highest point since its listing, but has since experienced a downward trend and is currently in a state of loss [1] Group 2 - The total amount raised from the IPO was 302,495.13 million yuan, with a net amount of 273,079.07 million yuan, exceeding the original plan by 213,079.07 million yuan [1] - The funds raised are intended for projects including X-ray source industrialization, the construction of an X-ray detection equipment production base in Chongqing, a research and development center, and to supplement working capital [1] - The total issuance costs for the IPO amounted to 29,416.06 million yuan (excluding tax), with Haitong Securities receiving underwriting fees of 26,178.79 million yuan [1] Group 3 - Haitong Innovation Securities subscribed to 3% of Dayun Technology's IPO, acquiring 595,541 shares for a total investment of 90,748,537.58 yuan [2] - On April 11, 2025, Guotai Haitong Securities Co., Ltd. held a ceremony for its restructuring and name change on the Shanghai Stock Exchange, officially changing its A-share name from "Guotai Junan" to "Guotai Haitong" while retaining the A-share code "601211" [2] - The name change signifies the completion of the merger and restructuring process between Guotai Junan and Haitong Securities [2]

导读： 日联科技2024年实现营业收入7.39亿元，同比增长25.89%；归属于上市公司股东的净利润1.43亿元，同比增长25.44%。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 无锡日联科技股份有限公司（简称：日联科技）近日发布2 0 2 4年度报告，交出一份营收与净利润双双增长超2 5%的亮眼成绩单。报告显示， 日 联科技全年实现营业收入7 . 3 9亿元，同比增长2 5 . 8 9%；归属于上市公司股东的净利润1 . 4 3亿元，同比增长2 5 . 4 4%。 在复杂的经济环境下，日 联科技通过技术创新、市场拓展和海外布局，持续巩固其在X射线检测领域的领先地位。 业绩稳健增长，新质生产力驱动发展 2 0 2 4年，日联科技在集成电路及电子制造、新能源电池、铸件焊件及材料检测等新质生产力领域表现突出，推动业务规模持续扩大。报告期 内，扣除非经常性损益的净利润同比增长5 6 . 8 2%，达9 6 1 7 . 3 2万元，展现出强劲的内生增长动力。截至2 0 2 4年底，总资产达3 6 . 3 9亿元，较上 年增长2 . 0 5%， ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [2] Core Insights - The company reported a 25.89% year-on-year increase in revenue for 2024, reaching 739 million yuan, and a 25.44% increase in net profit, totaling 143 million yuan. The non-GAAP net profit was 96 million yuan, reflecting a 56.82% year-on-year growth. The gross margin for the year was 43.68%, up by 3.06 percentage points [5][9] - The company is focusing on new production capabilities, with stable growth in revenue and performance. The revenue breakdown for 2024 shows significant contributions from various sectors, including integrated circuits and electronics manufacturing, which generated 332 million yuan (up 40.8% year-on-year) [9] - The company is accelerating the domestic substitution of core components, achieving a 90.02% self-supply rate for integrated circuits and electronics manufacturing and an 84.89% rate for new energy batteries in 2024 [9] - The company is expanding its overseas market presence and exploring acquisition opportunities, including increasing registered capital for its Singapore subsidiary by 8 million USD [9] - The earnings forecast for 2025-2027 has been slightly adjusted downwards due to stock incentive costs and increased industry competition, with expected profits of 192 million, 264 million, and 338 million yuan respectively [9] Financial Data and Profit Forecast - The total revenue for 2024 is projected at 739 million yuan, with a year-on-year growth rate of 25.9%. The net profit for 2025 is expected to be 192 million yuan, reflecting a 34% increase [7] - The gross margin is expected to remain stable, with projections of 44.7% for 2025 and gradually increasing to 46.1% by 2027 [7] - The price-to-earnings ratio (PE) is projected to be 41 for 2025, decreasing to 23 by 2027, indicating a favorable valuation trend [9]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688531 证券简称：日联科技 公告编号：2025-011 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。 按照《上海证券交易所科创板上市公司自律监管指引第1号——规范运作》及相关格式指引的要求，现 将无锡日联科技股份有限公司（以下简称"日联科技"或"公司"）2024年度募集资金存放与实际使用情况 报告如下： 一、 募集资金基本情况 经中国证券监督管理委员会于2023年2月21日出具的《关于同意无锡日联科技股份有限公司首次公开发 行股票注册的批复》（证监许可[2023]366号），公司向社会公开发行人民币普通股（A股）1,985.1367 万股，发行价格152.38元/股，募集资金总额为人民币302,495.13万元，扣除各项发行费用后的实际募集 资金净额为人民币273,079.07万元。上述资金已于2023年3月28日全部到位，经容诚会计师事务所（特殊 普通合伙）审验并于2023年3月28日出具了容诚验字[2023]214Z0003号《验资报告》。公司已按相关 ...

无锡日联科技股份有限公司（以下简称"公司"）于 2025 年 4 月 25 日召开 第四届董事会第十次会议，审议通过了《关于变更公司名称及修改<公司章程>的 议案》，该议案尚需提交公司股东会审议，具体情况如下： 证券代码：688531 证券简称：日联科技 公告编号：2025-015 无锡日联科技股份有限公司 关于变更公司名称及修改《公司章程》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。 本次拟变更事项待股东会审议通过后，公司将及时向市场监督管理部门申请 办理工商变更登记手续，变更后的公司名称以市场监督管理部门的最终登记为准。 上述事项存在不确定性，公司将根据事项进展履行信息披露义务。变更事项完成 后，公司将对相关规章制度、证照和资质等涉及公司名称的文件等，一并进行相 应修改、变更。 本次拟变更公司名称事项是基于公司定位需要，符合公司战略规划和整体利 益，公司不存在利用变更名称影响公司股价、误导投资者的情形，也不存在损害 公司和中小股东利益的情形。 一、拟变更公司名称的说明 特此公告。 鉴于公司规模日益扩大，为了更 ...

无锡日联科技股份有限公司全体股东： 根据《企业内部控制基本规范》及其配套指引的规定和其他内部控制监管要求（以下简称企业内部 控制规范体系），结合本公司（以下简称"公司"）内部控制制度和评价办法，在内部控制日常监督和专 项监督的基础上，我们对公司2024年12月31日（内部控制评价报告基准日）的内部控制有效性进行了评 价。 一. 重要声明 公司代码：688531 公司简称：日联科技 无锡日联科技股份有限公司 2024年度内部控制评价报告 按照企业内部控制规范体系的规定，建立健全和有效实施内部控制，评价其有效性，并如实披露内 部控制评价报告是公司董事会的责任。监事会对董事会建立和实施内部控制进行监督。经理层负责组织 领导企业内部控制的日常运行。公司董事会、监事会及董事、监事、高级管理人员保证本报告内容不存 在任何虚假记载、误导性陈述或重大遗漏，并对报告内容的真实性、准确性和完整性承担个别及连带法 律责任。 公司内部控制的目标是合理保证经营管理合法合规、资产安全、财务报告及相关信息真实完整，提 高经营效率和效果，促进实现发展战略。由于内部控制存在的固有局限性，故仅能为实现上述目标提供 合理保证。此外，由于情况的变化 ...

无锡日联科技股份有限公司 关于选举监事会主席的公告 本公司监事会及全体监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。 无锡日联科技股份有限公司（以下简称"公司"）原职工代表监事、监事会 主席王鹏涛先生因工作调整辞去监事职务，为保证公司监事会规范运作，公司于 2025 年 4 月 24 日召开职工代表大会，审议通过了《关于补选公司第四届监事会职 工代表监事的议案》，同意选举陈琳女士为公司第四届监事会职工代表监事，任 期为本次职工代表大会审议通过之日起至 2027 年 5 月 27 日。 公司于 2025 年 4 月 25 日召开了第四届监事会第六次会议，审议通过了《关 于选举公司监事会主席的议案》，根据《中华人民共和国公司法》和《无锡日联 科技股份有限公司章程》的有关规定，全体监事一致同意选举沈兆春先生为公司 第四届监事会主席，任期为自监事会审议通过之日起至 2027 年 5 月 27 日。 特此公告。 证券代码：688531 证券简称：日联科技 公告编号：2025-018 无锡日联科技股份有限公司监事会 2025 年 4 月 26 日 ...

证券代码：688531 证券简称：日联科技 公告编号：2025-017 关于监事辞职暨补选职工代表监事的公告 本公司监事会及全体监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。 一、关于监事辞职的情况 无锡日联科技股份有限公司（以下简称"公司"）职工代表监事、监事会主 席王鹏涛先生因工作调整辞去监事职务，辞任后，王鹏涛先生仍在公司子公司任 职。根据《中华人民共和国公司法》等相关规定，王鹏涛先生辞去监事职务将导 致公司监事会人数低于法定最低人数，为保障监事会的正常运行，在公司职工代 表大会补选出新的监事前，其将按照相关规定继续履行公司监事职责。 截至本公告披露日，王鹏涛先生未直接持有公司股份。王鹏涛先生在担任公 司监事期间，恪尽职守、勤勉尽责，为公司规范运作发挥了积极作用。公司及监 事会对王鹏涛先生在任职期间为公司作出的贡献表示衷心感谢。 二、关于补选职工代表监事的情况 为完善公司治理结构，保证公司监事会的正常运作，公司于 2025 年 4 月 24 日召开职工代表大会，审议通过了《关于补选公司第四届监事会职工代表监事的 议案》，同意选举陈琳女 ...