9月4日上午，A股三大指数走势分化，上证指数盘中下跌0.49%，电力设备、有色金属、社会服务等板块涨幅靠前，通信、银行跌幅居 前。消费电子走强，截至9:42，消费电子ETF（159732.SZ）上涨1.58%，成分股欣旺达上涨6.67%，蓝思科技上涨6.17%，立讯精密上涨 5.07%，电连技术上涨4.59%，歌尔股份上涨3.29%。 每日经济新闻 消息方面，2025Q2全球智能手机出货量为2.95亿部，同比增长1.0%。其中，三星出货量稳居第一，紧随其后的分别是苹果、小米、vivo、 传音。低端安卓市场面临压力，拖累整体市场成长。中国市场表现低于预期，主要是补贴未能刺激需求。同时，IDC上调2025年全球智能手机 出货量增速，由此前的0.6%上调至1.0%，主要得益于iOS设备出货量增长。 （责任编辑：张晓波 ） 中信证券研报指出，随着苹果和META在9月发布会的陆续召开，苹果的端侧AI、META的AR眼镜可能会带来新一轮更可持续的端侧设备 和端侧AI生态产业趋势，接力当下热炒的云测AI，消费电子板块尤其是果链值得关注。 消费电子ETF（159732）跟踪国证消费电子指数，主要投资于业务涉及消费电子产业的5 ...

9月4日，电连技术涨5.23%，截至发稿，报49.28元/股，成交2.11亿元，换手率1.20%，总市值209.35亿 元。 资料显示，电连技术股份有限公司位于广东省深圳市光明区玉塘街道长圳社区长凤路电连技术产业园第 一层至第八层，成立日期2006年11月20日，上市日期2017年7月31日，公司主营业务涉及从事微型电连 接器及互连系统相关产品的技术研究、设计、制造和销售服务。主营业务收入构成为：汽车连接器 32.14%，射频连接器及线缆组件18.52%，电磁兼容件17.75%，软板16.28%，其他15.32%。 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 易方达创业板ETF（159915）成立日期2011年9月20日，最新规模855.37亿。今年以来收益36.86%，同 类排名723/4222；近一年收益88.26%，同类排名456/3789；成立以来收益229.38%。 易方达创业板ETF（159915）基金经理为成曦、刘树荣。 截至发稿，成 ...

机构评级来看，近一个月该股获4家机构买入评级。预计目标价最高的是中金公司，8月25日中金公司发 布的研报给予公司目标价55.00元。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 证券时报·数据宝统计，截至发稿，电连技术收盘价为47.63元，下跌4.26%，本期筹码集中以来股价累 计下跌6.81%。具体到各交易日，4次上涨，5次下跌。 融资融券数据显示，该股最新（9月1日）两融余额为6.04亿元，其中，融资余额为5.98亿元，本期筹码 集中以来融资余额合计减少2259.94万元，降幅为3.64%。 公司发布的半年报数据显示，上半年公司共实现营业收入25.24亿元，同比增长17.71%，实现净利润 2.43亿元，同比下降21.10%，基本每股收益为0.5700元，加权平均净资产收益率4.92%。 电连技术9月2日披露，截至8月31日公司股东户数为29120户，较上期（8月20日）减少1729户，环比降 幅为5.60%。 ...

格隆汇9月2日丨电连技术(300679.SZ)在互动平台表示，公司暂未涉及高速背板连接器，公司密切关注 行业及市场技术带来的发展机会。 ...

Group 1 - The core viewpoint of the news is that Dianlian Technology's stock has experienced a decline of 5.07%, with a current price of 47.23 CNY per share and a total market capitalization of 20.064 billion CNY [1] - Dianlian Technology, established on November 20, 2006, and listed on July 31, 2017, specializes in micro-connectors and interconnection systems, with its main revenue sources being automotive connectors (32.14%), RF connectors and cable assemblies (18.52%), electromagnetic compatibility components (17.75%), flexible boards (16.28%), and others (15.32%) [1] Group 2 - From the perspective of major fund holdings, the Green Fund has a significant position in Dianlian Technology, with the Green Innovation Growth Mixed A Fund (007533) holding 5,600 shares, accounting for 5.44% of the fund's net value, making it the second-largest holding [2] - The Green Innovation Growth Mixed A Fund was established on September 2, 2019, with a current size of 2.6802 million CNY, achieving a year-to-date return of 17.06% and a one-year return of 60.07% [2]

Core Viewpoint - The company has demonstrated significant growth in its automotive connector business, driven by the rapid development of electric vehicles and increasing demand for intelligent driving solutions [2][3]. Group 1: Company Performance - In the first half of 2025, the company reported a main revenue of 2.524 billion yuan, an increase of 17.71% year-on-year, while the net profit attributable to shareholders decreased by 21.1% to 243 million yuan [9]. - The company’s automotive connector product line has seen substantial improvements in quality, production scale, and cost control, leading to a significant increase in revenue in 2024 [2][3]. Group 2: Market Trends and Opportunities - The market for high-frequency and high-speed automotive connectors is expected to expand significantly due to the electrification and intelligentization of vehicles, with the company aiming to enhance its market share through product iteration and customer loyalty [3]. - The company is actively seeking collaborations with upstream chip manufacturers and machine design manufacturers to capitalize on the growing demand for high-frequency and high-speed connectors in various sectors, including robotics and data centers [6]. Group 3: International Expansion - The company is expanding its overseas operations, particularly in Thailand and Vietnam, to meet international customer demands and improve product quality and delivery [4]. - The company has established stable shipments to major overseas clients and is making progress in acquiring new international customers, which is crucial for increasing overall revenue and market share [4]. Group 4: R&D Focus - Future R&D investments will focus on enhancing collaboration with upstream chip manufacturers and developing modular products that integrate RF connectors with other components [5]. - The company plans to strengthen its strategic layout in automotive Ethernet products and improve automation in production to support the growing demand for intelligent driving solutions [5]. Group 5: Competitive Landscape - In the mobile sector, the company maintains a stable market share in RF connector products, with increasing competition from Japanese manufacturers [8]. - The automotive high-frequency and high-speed connector market is currently dominated by international players, but the company is positioned as a leading domestic manufacturer with strong compatibility with international standards [8]. Group 6: Seasonal Trends - The company experiences seasonal fluctuations in sales, particularly in the second half of the year, due to increased demand in consumer electronics and automotive sectors during this period [9].

8月28日，电连技术迎来深圳证券交易所联合博时基金等9家机构参与的"深交所走进创业板综指数成份 股"活动。此次调研聚焦公司汽车连接器业务、海外工厂进展、研发投入方向等多个要点，为投资者揭 开电连技术的发展脉络。 调研活动详情 本次投资者活动关系类别为现场参观及"深交所走进创业板综指数成份股"活动，时间为2025年8月28 日，地点在公司会议室。参与单位除深圳证券交易所外，还有博时基金、银河证券等金融机构与媒体。 电连技术接待人员包括总经理、董事会秘书聂成文，证券事务代表罗欣以及证券部经理叶志宏。 汽车连接器业务增长强劲 在调研中，电连技术汽车连接器业务成为关注焦点。随着新能源汽车智能化趋势加速，该业务在2024年 实现重大突破。产品品类、质量性能、生产规模等方面大幅提升，营收规模同比大幅增长，国内核心大 客户供应份额稳步上升，与国外头部汽车TIER1客户合作深化。 为顺应汽车高阶智能化发展，公司强化以太网产品战略布局，与智能驾驶方案商、激光雷达厂商合作， 提升自动化生产能力与技术积累，有望进一步提高市场份额。随着新能源车电动化及智能化发展，汽车 高频高速连接器市场容量将进一步放大。 海外工厂进展顺利 泰国和越 ...

Group 1: Automotive Connector Performance - The company achieved significant growth in automotive connectors in 2024, driven by the rapid development of electric vehicles and increasing demand for intelligent driving technologies [3] - The product categories, quality, production scale, and competitiveness of automotive connectors have all improved significantly, leading to a substantial increase in revenue [3] - The company has strengthened its relationships with both domestic and international Tier 1 automotive clients, enhancing its market presence [3] Group 2: Strategic Development and Market Expansion - The company is focusing on the strategic layout of Ethernet products related to automotive intelligence, enhancing collaboration with smart driving solution providers and lidar manufacturers [4] - The market for high-frequency and high-speed automotive connectors is expected to expand significantly in the coming years due to the electrification and intelligentization of vehicles [4] - The company aims to increase its market share in this segment by improving product iteration and customer loyalty [4] Group 3: International Operations and Market Penetration - The company is expanding its overseas operations, particularly in Thailand and Vietnam, to meet international customer demands and enhance service quality [5] - Stable large-scale shipments to overseas major clients are being maintained, while new client acquisitions are showing promising results [5] - This expansion is strategically significant for increasing overall revenue and improving international market share [5] Group 4: Research and Development Focus - Future R&D investments will focus on deepening collaborations with upstream chip manufacturers and addressing the needs of downstream end-users [6][7] - The company plans to enhance its technological capabilities in high-frequency and high-speed connectors, particularly in AI and data center applications [7] - Strengthening R&D cooperation with leading chip manufacturers and expanding into high-speed connection applications in data centers are key priorities [7] Group 5: Competitive Landscape - In the mobile sector, the company maintains a stable market share in RF connector products, with a consistent gross margin [7] - The automotive high-frequency and high-speed connector market is currently dominated by international players, but the company is positioned as a leading domestic manufacturer [7] - In the server market, the company aims to strengthen R&D collaboration to compete with established international connector manufacturers [7] Group 6: Seasonal Sales Trends - The company experiences seasonal sales fluctuations, with peak sales occurring in the second half of the year due to increased demand in consumer electronics and automotive sectors [8] - The concentration of new vehicle releases and smart technology iterations in the latter half of the year contributes to this seasonal pattern [8]

Investment Rating - The investment rating for the company is "Buy" and is maintained [5]. Core Views - The company reported a revenue of 2.524 billion yuan for the first half of 2025, representing a year-on-year growth of 17.71%. However, the net profit attributable to shareholders decreased by 21.1% to 243 million yuan, and the net profit after deducting non-recurring gains and losses fell by 19.07% to 239 million yuan [3][10]. - The company is deeply integrated with leading clients in the consumer electronics and automotive connector sectors. It aims to enhance its technology research and market expansion, potentially achieving performance growth driven by both automotive connectors and consumer electronics [10][11]. Summary by Sections Financial Performance - In the first half of 2025, the automotive connector business generated revenue of 811 million yuan, a year-on-year increase of 35.84%, with a gross margin of 37.49%, down 3.29% year-on-year. The RF connector and cable assembly business saw revenue of 467 million yuan, a decrease of 5.78%, with a gross margin of 40.15%, down 4.89% year-on-year. The electromagnetic compatibility components business reported revenue of 448 million yuan, a slight decrease of 0.32%, with a gross margin of 29.14%, down 4.26% year-on-year. The soft board business achieved revenue of 411 million yuan, an increase of 58.11%, with a gross margin of 12.42%, down 5.08% year-on-year. Other businesses generated revenue of 387 million yuan, a year-on-year increase of 14.07%, with a gross margin of 17.89%, down 0.67% year-on-year [10][11]. - The company experienced revenue growth but lower-than-expected net profit due to increased operational costs from capacity expansion, product structure adjustment costs, and price fluctuations leading to a decline in gross margin [10][11]. Market Position and Future Outlook - The company has established a comprehensive R&D system, achieving industry-leading levels in product development and manufacturing. It has entered the supply chains of major global smartphone brands and domestic automotive manufacturers, enhancing its market competitiveness [10][11]. - The company is expected to continue strengthening its technology research and market expansion, with projections for net profit attributable to shareholders of 754 million yuan, 906 million yuan, and 1.1 billion yuan for 2025, 2026, and 2027, respectively [10][11].

证券代码：300679 证券简称：电连技术 公告编号：2025-074 电连技术股份有限公司 关于合伙企业变更经营期限暨重新签订合伙协议的进展公告 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。 电连技术股份有限公司（以下简称"公司"）于 2020 年 8 月 26 日召开了公司 第二届董事会第十三次会议及第二届监事会第十三次会议，会议分别审议通过了《关 于对外投资参与设立合伙企业的议案》，同意公司与深圳市前海鹏晨德润投资合伙 企业（有限合伙）共同合作，投资设立深圳市电连德睿投资合伙企业（有限合伙） （以下简称"电连德睿"或"本合伙企业"）。电连德睿出资总额为人民币 20,000 万元，其中公司作为有限合伙人以自有资金出资人民币19,800万元，出资比例为99%。 具体内容详见公司在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于对外投资 参与设立合伙企业的公告》（公告编号：2020-052）、《关于合伙企业完成工商设 立登记的公告》（公告编号：2020-057）、《关于合伙企业变更普通合伙人暨重新 签订合伙协议的公告》（公告编号：2 ...