格隆汇1月26日丨永贵电器(300351.SZ)在投资者互动平台表示，公司与巡天千河已建立合作关系，并布 局了低轨卫星星座相关产品。 ...

证券日报网讯1月26日，永贵电器（300351）在互动平台回答投资者提问时表示，公司目前主营业务为 电连接器、连接器组件及精密智能产品的研发、制造、销售和技术支持，公司目前已形成轨道交通与工 业、车载与能源信息、特种装备三大业务板块，连接器作为设备间及模块间的关键接口，应用场景广 泛。2025年前三季度营收稳定增长，净利润下滑主要受新能源客户降价压力、厂房转固、发行可转债利 息支出计提等原因影响。公司将持续从研发、采购、工艺、管理等模块实施降本增效措施，持续努力改 善毛利率水平，同时将在各环节控制费用，以改善整体利润水平。 ...

Group 1 - The core point of the article is that Yonggui Electric has signed a goods sales contract with Beijing Jinggang Metro Co., Ltd., with a total contract value of 11,912,460.00 yuan (including tax) [2] - The transaction does not require approval from the board of directors or shareholders [2] Group 2 - The contract is between Beijing Jinggang and Yonggui Electric's subsidiary, Zhejiang Yonggui Bode Transportation Equipment Co., Ltd. [2] - The announcement was made on January 23 [2]

每经AI快讯，永贵电器1月23日晚间发布公告称，近日，北京京港地铁有限公司与浙江永贵电器股份有 限公司控股子公司浙江永贵博得交通设备有限公司签订了一份货物买卖合同，合同金额为11,912,460.00 元（含税）。 （记者 王晓波） 每经头条（nbdtoutiao）——地方国资开始"抄底"法拍房！单价六七千元"扫货"广州南沙区超60套房 源，同小区二手房挂牌均价逾2万元 相关合同交易金额合计人民币11,912,460.00元（含税），若订单顺利履行，预计将会对公司2026年及未 来年度的经营业绩产生积极影响。 相关合同的签订与履行不会对公司的独立性造成影响，永贵电器主营业务不会因履行合同而对合同对方 产生依赖。 ...

格隆汇1月23日丨永贵电器(300351.SZ)公布，近日，北京京港地铁有限公司与浙江永贵电器股份有限公 司控股子公司浙江永贵博得交通设备有限公司签订了一份货物买卖合同，合同金额为1191.25万元（含 税）。 ...

| 证券代码：300351 | 证券简称：永贵电器 | 公告编码：2026-003 | | --- | --- | --- | | 债券代码：123253 | 债券简称：永贵转债 | | 浙江永贵电器股份有限公司 关于公司控股子公司近期签订货物买卖合同的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、合同生效条件：以下合同自双方签字盖章后生效； 2、对本年度经营成果的影响：以下货物买卖合同总金额为 11,912,460.00 元 （含税）。预计将会对公司 2026 年及未来年度的经营业绩产生积极影响。 3、风险提示：合同虽已正式签署并已正式生效，但在合同履行过程中，如 遇政策、市场环境等不可预计或不可抗力因素的影响，可能会导致合同无法如期 或全面履行。 4、公司不存在最近三年披露的相关合同无进展或进展未达预期的情况。 | 买方 | 卖方 | 合同项目 | 合同标的 | 合同金额（含税/元） | | --- | --- | --- | --- | --- | | 北京京港 | 永贵博得 | 电客车车门配件项目 | 车门配件 | 11,912 ...

Core Insights - The rapid growth of China's new energy vehicle market is driving the demand for high-performance high-current connectors, with the market expected to reach 12.68 billion yuan by 2025, a year-on-year increase of 14.0% [1][7]. Overview - High-voltage high-current connection systems are essential components for power transmission in various applications, including new energy vehicles, energy storage, and industrial equipment [2][3]. Market Demand - The demand for high-current connectors is primarily driven by the new energy vehicle sector, which is projected to account for over 60% of the market by 2025 [6][7]. - The expansion of the energy storage industry and the upgrade of industrial automation equipment are also contributing to the growing demand for high-performance connectors [1][5]. Industry Barriers - The high-voltage high-current connector industry has significant technical barriers, requiring substantial investment in research and development across multiple disciplines [5][6]. - Leading companies have established proprietary designs and advanced simulation modeling techniques, creating a challenging environment for new entrants [5][6]. Market Policies - The Chinese government has implemented various policies to support the development of the electronic components industry, including high-voltage high-current connectors, creating a favorable environment for growth [6][7]. Competitive Landscape - The market is characterized by a mix of international giants and rapidly growing domestic companies, with international firms like TE, Amphenol, and Molex dominating the high-end market [8][9]. - Domestic companies such as AVIC Optoelectronics and Lixun Precision are leveraging local market opportunities and technological advancements to enhance their competitiveness [8][9]. Development Trends - The industry is expected to see continuous upgrades in technology and performance, adapting to higher voltage platforms and improving key performance metrics [13][14]. - The demand for high-current connectors will be driven by multiple sectors, including new energy vehicles, energy storage, and industrial automation [14][15]. - Domestic companies are accelerating the pace of technological breakthroughs and market penetration, aiming to reduce reliance on international brands [15][16]. - The focus on green and intelligent transformation will shape the industry's future, with an emphasis on sustainable materials and smart manufacturing technologies [16].

Market Overview - The rail transit equipment sector experienced a decline of 0.62% on January 16, with Bidu Technology leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Stock Performance - Notable gainers in the rail transit equipment sector included: - Gongda Gaoke (688367) with a closing price of 32.95, up 4.90% on a trading volume of 45,000 shares and a turnover of 146 million yuan [1] - Jiaoda Sino (300851) closed at 29.63, up 4.40% with a trading volume of 57,400 shares and a turnover of 174 million yuan [1] - Xianghe Industry (603500) closed at 12.96, up 3.43% with a trading volume of 87,000 shares and a turnover of 111 million yuan [1] Fund Flow Analysis - The rail transit equipment sector saw a net outflow of 79.08 million yuan from institutional investors, while retail investors experienced a net outflow of 75.46 million yuan [2] - Conversely, speculative funds recorded a net inflow of 155 million yuan [2] Individual Stock Fund Flow - China Railway Industry (600528) had a net inflow of 37.40 million yuan from institutional investors, but a net outflow of 34.22 million yuan from retail investors [3] - China Communication Signal (688009) saw a net inflow of 3.34 million yuan from institutional investors, while retail investors had a net outflow of 55.10 million yuan [3] - Xianghe Industry (603500) experienced a net inflow of 16.07 million yuan from institutional investors, with retail investors seeing a net outflow of 4.64 million yuan [3]

1月9日，永贵电器涨1.92%，成交额3.65亿元。两融数据显示，当日永贵电器获融资买入额5815.50万 元，融资偿还3990.51万元，融资净买入1824.98万元。截至1月9日，永贵电器融资融券余额合计4.12亿 元。 截至9月30日，永贵电器股东户数3.08万，较上期减少5.23%；人均流通股8509股，较上期增加5.52%。 2025年1月-9月，永贵电器实现营业收入15.86亿元，同比增长15.68%；归母净利润7120.67万元，同比减 少29.25%。 分红方面，永贵电器A股上市后累计派现2.50亿元。近三年，累计派现6194.98万元。 机构持仓方面，截止2025年9月30日，永贵电器十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股562.57万股，相比上期增加308.36万股。 责任编辑：小浪快报 融资方面，永贵电器当日融资买入5815.50万元。当前融资余额4.12亿元，占流通市值的5.69%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，永贵电器1月9日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量1.75万股，融券余 ...

Market Performance - The rail transit equipment sector increased by 0.1% compared to the previous trading day, with Zhonghe Technology leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up by 0.92%, while the Shenzhen Component Index closed at 14120.15, up by 1.15% [1] Individual Stock Performance - Zhonghe Technology (000925) closed at 9.22, with a rise of 2.22% and a trading volume of 499,900 shares, amounting to a transaction value of 460 million yuan [1] - Yonghui Electric (300351) closed at 18.62, up by 1.92%, with a trading volume of 197,000 shares and a transaction value of 365 million yuan [1] - High-speed Rail Electric (688285) closed at 9.27, increasing by 1.53%, with a trading volume of 39,200 shares and a transaction value of approximately 36.19 million yuan [1] Capital Flow Analysis - The rail transit equipment sector experienced a net outflow of 131 million yuan from institutional investors, while retail investors saw a net inflow of 127 million yuan [2] - The individual stock capital flow indicates that Yonghui Electric had a net outflow of 23.52 million yuan from institutional investors, while it attracted a net inflow of 4.89 million yuan from retail investors [3] - Zhonghe Technology had a net inflow of 12.75 million yuan from institutional investors, but a net outflow of 32.06 million yuan from retail investors [3]