Financial Performance - The company's revenue for Q3 2024 reached ¥1,188,507,561.30, representing a 41.50% increase compared to the same period last year[2] - Net profit attributable to shareholders was ¥151,025,088.79, up 23.53% year-on-year, while the net profit after deducting non-recurring gains and losses was ¥148,581,669.44, an increase of 24.92%[2] - The basic earnings per share for the period was ¥0.36, reflecting a growth of 24.14% compared to the previous year[2] - Total operating revenue for Q3 2024 reached ¥3,332,731,161.62, a significant increase of 51.1% compared to ¥2,204,709,478.90 in the same period last year[18] - The net profit attributable to the parent company's shareholders for Q3 2024 was CNY 458,591,163.49, an increase from CNY 247,399,802.94 in Q3 2023, representing an increase of approximately 85.2%[20] - The total operating revenue for Q3 2024 reached CNY 3,019,649,895.09, compared to CNY 2,165,351,643.61 in the same period last year, indicating a growth of about 39.5%[21] - The company's operating profit for Q3 2024 was CNY 511,649,431.57, significantly higher than CNY 275,096,450.40 in Q3 2023, marking an increase of around 85.8%[19] - The total comprehensive income for Q3 2024 was CNY 475,823,766.02, compared to CNY 260,310,074.04 in Q3 2023, indicating a growth of about 83.0%[20] Assets and Liabilities - Total assets at the end of the reporting period amounted to ¥6,853,521,338.17, an increase of 8.88% from the end of the previous year[2] - The company’s total liabilities decreased significantly, with short-term borrowings reduced to zero from ¥150,487,500.00, marking a 100% decrease[6] - Total liabilities amounted to ¥6,853,521,338.17, representing an increase of 8.9% from ¥6,294,397,634.94[17] - The company's equity attributable to shareholders increased to ¥4,758,514,260.87, a rise of 7.51% from the previous year[2] - The company's equity attributable to shareholders reached ¥4,758,514,260.87, up 7.5% from ¥4,426,161,657.16[17] Cash Flow - The company reported a significant increase in cash flow from operating activities, totaling ¥495,933,456.75, which is up 44.65% year-to-date[2] - Cash received from operating activities decreased by 72.07% to ¥61,135,083.96 due to a reduction in receivables[8] - Cash received from financing activities surged by 2639.31% to ¥260,423,391.50, mainly from employee stock ownership plans and equity incentive payments[8] - The net cash flow from operating activities for Q3 2024 was ¥495,933,456.75, an increase of 44.7% compared to ¥342,854,746.09 in Q3 2023[22] - Total cash inflow from operating activities reached ¥3,115,169,487.47, up from ¥2,418,910,822.95, reflecting a growth of 28.8% year-over-year[22] - Cash outflow from operating activities was ¥2,619,236,030.72, compared to ¥2,076,056,076.86 in the previous year, marking an increase of 26.2%[22] - The net cash flow from investing activities was -¥432,427,988.30, worsening from -¥203,088,315.56 in Q3 2023[22] - The total cash and cash equivalents at the end of Q3 2024 were ¥1,112,039,687.16, down from ¥1,356,228,650.98 at the end of Q3 2023[23] - The company reported a negative net increase in cash and cash equivalents of -¥177,392,028.77 for the quarter, contrasting with a positive increase of ¥31,372,050.92 in Q3 2023[23] Research and Development - Research and development expenses for the period were ¥318,877,220.02, a 35.33% increase compared to the previous year, indicating a focus on innovation[7] - Research and development expenses increased to CNY 318,877,220.02 in Q3 2024, up from CNY 235,634,256.21 in Q3 2023, reflecting a rise of approximately 35.3%[19] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 16,600[9] - The largest shareholder, Chen Yuxuan, holds 20.33% of shares, totaling 86,170,461[9] - The second-largest shareholder, Lin Deying, owns 10.15% of shares, amounting to 42,995,465[9] Stock Incentive Plan - The company announced that a total of 640,300 shares from the 2022 restricted stock incentive plan will be released, accounting for 0.15% of the current total share capital[14] - The first release period for the first category of restricted stocks includes 382,800 shares for 13 eligible incentive recipients, while 257,500 shares for 6 recipients in the reserved grant[14] - The second vesting period for the second category of restricted stocks involves 1,342,800 shares for 207 eligible recipients, with an adjusted grant price of 25.71 yuan per share[14] - The company held its 27th board meeting and 24th supervisory board meeting on July 5, 2024, to review and approve various proposals related to the restricted stock incentive plan[14] - The total number of shares held by executives and restricted stock holders is 66,350,882, with 339,550 shares currently under restriction[13] - The company plans to list the released shares on July 19, 2024, and the second category of restricted stocks on July 26, 2024[14] - The company has implemented adjustments to the grant price of the restricted stock incentive plan[14] - The total number of shares for the 2022 restricted stock incentive plan includes 330,000 shares reserved for future grants[12] - The company has a total of 179,900 shares held by other restricted stock shareholders from the 2022 incentive plan[12] - The company’s executives are subject to a transfer limit of 25% of their total shareholdings during their tenure[12]

证券代码：300679 证券简称：电连技术 公告编号：2024-051 电连技术股份有限公司 （一）《第三届监事会第二十六次会议决议》。 公司监事会认为：董事会编制和审核公司《2024年第三季度报告》的程序符合 法律、行政法规及中国证监会的规定，报告内容真实、准确、完整地反映了公司的 实际情况，不存在任何虚假记载、误导性陈述或者重大遗漏。 具体内容详见公司同日在巨潮资讯网（http://www.cninfo.com.cn）披露的《2024 年第三季度报告》（公告编号：2024-052）。 第三届监事会第二十六次会议决议公告 表决结果：同意3票；反对0票；弃权0票，表决通过。 本公司及监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。 三、备查文件 一、监事会会议召开情况 电连技术股份有限公司（以下简称"公司"）第三届监事会第二十六次会议于 2024年10月25日11:30在公司会议室以现场表决的方式召开。会议通知于2024年10 月21日以书面、电子邮件等方式送达全体监事。应参与表决监事3人，实际参与表 决监事3人；会议由监事会主席邓莉莉女士主持，公司董事会秘书列席了本次 ...

证券代码：300679 证券简称：电连技术 公告编号：2024-049 电连技术股份有限公司 关于回购股份结果暨股份变动的公告 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。 电连技术股份有限公司（以下简称"公司"）于 2023 年 11 月 8 日召开第三届 董事会第二十四次会议及第三届监事会第二十一次会议，会议审议通过了《关于回 购公司股份方案的议案》。公司拟使用自有资金以集中竞价交易的方式回购公司发 行的人民币普通股股票（以下简称"本次回购"）用于股权激励或员工持股计划。 本次回购资金总额不低于人民币 5,000 万元（含），不超过人民币 10,000 万元（含）， 具体回购股份的价格、数量以回购结束时实际回购的股份数量为准。本次回购股份 的实施期限为自公司董事会审议通过本次回购方案之日起 12 个月内。具体情况详见 公司分别于 2023 年 11 月 8 日 、 2023 年 11 月 10 日 在 巨 潮 资 讯 网 （http://www.cninfo.com.cn）披露的《关于回购公司股份方案的公告》（公告编号： 2023-081）和《回购报告书 ...

证券代码：300679 证券简称：电连技术 公告编号：2024-048 电连技术股份有限公司 关于部分首次公开发行股票募集资金专户销户完成的公告 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。 一、首次公开发行股票募集资金的基本情况 经中国证券监督管理委员会证监许可【2017】1102号文《关于核准电连技术股 份有限公司首次公开发行股票的批复》核准，公司向社会首次公开发行30,000,000 普通股（A股），本次发行主承销商为招商证券股份有限公司（以下简称"招商证 券"），发行价格为每股67.72元，募集资金共计人民币2,031,600,000.00元，扣除承 销保荐费166,028,000.00元后的募集资金为人民币1,865,572,000.00元，减除其他发行 费用人民币15,301,753.06元，计募集资金净额为人民币1,859,668,058.26元。上述募 集资金到位情况经立信会计师事务所（特殊普通合伙）验证，并于2017年7月25日出 具信会师报字[2017]第ZA15659号验资报告。 二、募集资金管理及存放情况 1、募集资金管理情况 为了规 ...

电连技术股份有限公司 2024年第一次临时股东大会决议公告 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。 证券代码：300679 证券简称：电连技术 公告编号：2024-047 特别提示： 1、本次股东大会无增加、变更、否决提案的情况； 2、本次股东大会不涉及变更前次股东大会决议； 3、本次股东大会以现场和网络投票相结合的方式召开。 1、审议并通过了《关于首次公开发行股票募投项目结项并将节余募集资金永 久补流及注销募集资金专户的议案》 表决结果：同意139,450,517股，占出席会议股东有表决权股份总数的99.8979％； 反对37,200股，占出席会议股东有表决权股份总数的0.0266％；弃权105,300股（其 中，因未投票默认弃权0股），占出席会议股东有表决权股份总数的0.0754％。 中小股东表决结果：同意9,026,643股，占出席会议中小股东有表决权股份总数 的98.4459％；反对37,200股，占出席会议股东有表决权股份总数的0.4057％；弃权 105,300股（其中，因未投票默认弃权0股），占出席会议股东有表决权股份总数的 1.1484 ...

%% %% 丨证券研究报告丨 公司研究丨点评报告丨电连技术（300679.SZ） [Table_Title] 业绩符合预期，汽车业务高增长 | --- | --- | |----------|-------| | | | | 报告要点 | | 分析师及联系人 [Table_Author] 杨洋 蔡少东 SAC：S0490517070012 SAC：S0490522090001 SFC：BUW100 请阅读最后评级说明和重要声明 电连技术（300679.SZ） cjzqdt11111 2024-09-06 相关研究 10-31 [Table_Title2] 业绩符合预期，汽车业务高增长公司研究丨点评报告 [Table_Rank]投资评级 买入丨维持 [Table_Summary2] 事件描述 8 月 28 日，公司发布 2024 年半年报，报告期内公司实现营业收入 21.44 亿元，同比增长 57.11%，归母净利润 3.08 亿元，同比增速 145.77%，单二季度实现营收、归母净利润分别为 11.04、1.46 亿元，环比增速分别为 6.12%、-9.9%。公司单二季度毛利率为 32.49%，环比下 滑 2 ...

证券代码：300679 证券简称：电连技术 公告编号：2024-046 电连技术股份有限公司 关于回购公司股份的进展公告 截至2024年8月31日，公司通过股票回购专用证券账户以集中竞价交易方式回购 公司股份2,369,800股，占公司目前总股本的比例0.5592%，成交的最低价格为31.19 元/股，成交的最高价格为39.99元/股，支付的总金额为人民币87,234,095.82元（不 含佣金、过户费等交易费用），本次回购符合公司回购方案的要求。 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 2023 年 11 月 8 日召开第三届 董事会第二十四次会议及第三届监事会第二十一次会议，会议审议通过了《关于回 购公司股份方案的议案》。公司拟使用自有资金以集中竞价交易的方式回购公司发 行的人民币普通股股票（以下简称"本次回购"）用于股权激励或员工持股计划。 本次回购资金总额不低于人民币 5,000 万元（含），不超过人民币 10,000 万元（含）， 具体回购股份的价格、数量以回购结束时实际回购的股份数量为准。本次回购 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [2] Core Views - The company's H1 2024 performance met expectations, with revenue of 2.144 billion yuan, a year-on-year increase of 57.11%, and a net profit attributable to shareholders of 308 million yuan, up 145.77% year-on-year [1][3] - The growth in revenue is primarily driven by the recovery in the global consumer electronics industry and the introduction of new clients in the automotive high-frequency and high-speed connector business [1] - The company maintains a positive outlook on long-term development, particularly in the automotive electronics sector, and forecasts net profits of 620 million, 820 million, and 1.05 billion yuan for 2024, 2025, and 2026 respectively [1][3] Financial Summary - For H1 2024, the company achieved revenue of 2.144 billion yuan, with a gross profit margin of 32.37% [1] - In Q2 2024, the company reported revenue of 1.104 billion yuan, a year-on-year increase of 47.51% [1] - The automotive connector business showed the fastest growth, with a year-on-year increase of 90.28% [3] - The company’s revenue from various segments in H1 2024 includes RF connectors and cable assemblies at 496 million yuan (YoY +40.92%), EMC components at 449 million yuan (YoY +15.46%), flexible circuit boards at 260 million yuan (YoY +72.39%), and automotive connectors at 597 million yuan (YoY +90.28%) [3] Valuation Metrics - The current stock price is 32.18 yuan, with a market capitalization of 13.637 billion yuan [2] - The projected P/E ratios for 2024, 2025, and 2026 are 22.0, 16.6, and 13.0 respectively [1][5] - The company’s total assets are projected to reach 76.11 billion yuan by 2024, with a net profit margin of 15.3% [6][7]

Investment Rating - The report maintains a "Buy-A" rating for the company [6]. Core Insights - The company has shown significant revenue growth in the first half of 2024, with a total revenue of 2.144 billion yuan, representing a year-on-year increase of 57.11%. The net profit attributable to the parent company reached 308 million yuan, up 145.77% year-on-year [2][3]. - The automotive business is expanding, with revenue from automotive connectors reaching 597 million yuan, a year-on-year growth of 90.28%. The company has established relationships with major domestic and international automotive manufacturers [3]. - The consumer electronics segment is recovering, with revenue from micro electrical connectors and BTB connectors amounting to 496 million yuan, a year-on-year increase of 40.92% [3]. Financial Performance - The company is projected to achieve revenues of 4.251 billion yuan, 5.428 billion yuan, and 6.360 billion yuan for the years 2024, 2025, and 2026, respectively, with year-on-year growth rates of 35.9%, 27.7%, and 17.2% [4]. - The net profit attributable to the parent company is expected to be 639 million yuan, 838 million yuan, and 1.032 billion yuan for the same years, with growth rates of 79.5%, 31.1%, and 23.2% [4]. - The projected earnings per share (EPS) for 2024, 2025, and 2026 are 1.51 yuan, 1.98 yuan, and 2.44 yuan, respectively [4]. Market Position - The company has increased its market share in the automotive sector due to high growth in connector shipments and has begun mass production for several leading automotive manufacturers [3]. - The consumer electronics sector is expected to benefit from the recovery of the industry and the introduction of new products, such as the BTB connector, which is crucial for high-frequency applications [3].