Financial Performance - The company's operating revenue for the first half of 2024 reached ¥2,144,223,600.32, representing a 57.11% increase compared to ¥1,364,770,418.26 in the same period last year[11]. - Net profit attributable to shareholders was ¥307,566,074.70, a significant increase of 145.77% from ¥125,145,044.26 year-on-year[11]. - The basic earnings per share rose to ¥0.73, up 143.33% from ¥0.30 in the previous year[11]. - The gross profit margin for RF connectors and cable assemblies was 45.04%, with a year-on-year increase of 3.07%, while automotive connectors saw a gross profit margin of 40.78%, reflecting a 1.35% increase[36]. - The company reported a total profit of ¥338,194,136.48 for the first half of 2024, significantly higher than ¥136,225,029.54 in the previous year[124]. - The company's operating profit for the first half of 2024 reached ¥286,565,982.08, a significant increase from ¥122,466,511.55 in the same period of 2023, representing a growth of approximately 134%[127]. Assets and Liabilities - The total assets at the end of the reporting period were ¥6,533,403,936.31, reflecting a 3.80% increase from ¥6,294,397,634.94 at the end of the previous year[11]. - Total liabilities amounted to CNY 1,662,016,461.64, an increase of 2.9% from CNY 1,616,161,652.63[119]. - The company's total current liabilities increased to ¥1,412,533,841.71 in the first half of 2024, compared to ¥1,373,183,021.44 in the same period of 2023[124]. - The net increase in cash and cash equivalents was ¥101,424,273.72, a 227.08% improvement compared to a decrease of ¥79,810,493.72 in the previous year, indicating better cash management[35]. - Cash and cash equivalents at the end of the reporting period amounted to ¥1,408,362,415.35, accounting for 21.56% of total assets, a decrease of 0.51% from the previous year[39]. Research and Development - Research and development expenses amounted to ¥216,529,121.47, a 47.05% increase from ¥147,252,810.91 in the previous year, driven by increased revenue and R&D investment[35]. - The company’s research and development expenses increased to ¥195,461,610.33 in the first half of 2024, up from ¥127,210,600.22 in the same period of 2023, reflecting a growth of approximately 54%[127]. Market and Industry Trends - In the first half of 2024, the global smartphone market shipped 294 million and 285 million units in Q1 and Q2 respectively, with year-on-year growth of 7.8% and 6.5%[18]. - Domestic smartphone shipments reached 147 million units in the first half of 2024, representing a year-on-year increase of 13.2%[18]. - In the first half of 2024, domestic new energy vehicle production and sales reached 4.929 million and 4.944 million units respectively, with year-on-year growth of 30.1% and 32%[19]. - The market penetration rate of new energy vehicles reached 35.2% in the first half of 2024[19]. Corporate Governance and Shareholder Matters - The company plans not to distribute cash dividends or issue bonus shares for this reporting period[2]. - The company held its annual general meeting on May 16, 2024, with a participation rate of 41.94%[64]. - The company is committed to enhancing shareholder returns and maintaining sustainable development through effective governance and resource allocation[63]. - The first phase of the employee stock ownership plan has been fully terminated, with 5,803,788 shares sold, accounting for 1.37% of the company's total share capital[69]. Environmental Compliance and Social Responsibility - The company has complied with environmental protection regulations and received necessary permits, including a new pollutant discharge permit valid until January 2028[70]. - The company has established emergency response plans for environmental incidents, with specific plans for key subsidiaries[78]. - The company has actively participated in social responsibility initiatives, including poverty alleviation and educational support[81]. - The company has implemented a comprehensive employee welfare system to protect employee rights and promote a harmonious labor relationship[82]. Investment and Capital Expenditure - The company invested ¥74,895,734.40 during the reporting period, a significant increase of 376.44% compared to ¥15,720,000.00 in the same period last year[42]. - The company utilized ¥16,047.01 million for the construction of the connector industry base in Hefei, and ¥73,053.02 million for the technological transformation and capacity expansion project at the Shenzhen headquarters[44]. - The company has postponed the completion date of the connector industry base project in Hefei from December 31, 2023, to December 31, 2024, due to delays in construction and certification processes[47]. Risk Management - The company faces risks from the need to expand into non-mobile and automotive electronics sectors, as the consumer electronics market has shown signs of weakness[59]. - The company emphasizes the importance of retaining specialized talent to maintain market competitiveness, particularly in AI communication technology and automotive electronics[60]. - The company plans to implement measures to mitigate risks from rising raw material costs, which accounted for over 50% of production costs during the reporting period[60]. Financial Reporting and Compliance - The company's financial report for the first half of 2024 has not been audited[116]. - The company has assessed its ability to continue as a going concern for the next 12 months and found no significant doubts regarding its sustainability[150]. - The company’s accounting policies comply with the requirements of the enterprise accounting standards, reflecting the financial status, operating results, and cash flows accurately[152].

证券代码：300679 证券简称：电连技术 公告编号：2024-044 电连技术股份有限公司 关于修订《募集资金管理制度》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2024年8月28日召开了第三届董 事会第二十八次会议，会议审议通过了《关于修订<募集资金管理制度>的议案》， 现将有关情况公告如下： 一、修订《募集资金管理制度》情况 | 第十八条 公司单个或者全部募集资金投资项目 | 第十九条 公司单个或者全部募集资金投资项目完成后， | | --- | --- | | 完成后，将节余募集资金（包括利息收入）用作其他 | 将节余募集资金（包括利息收入）用作其他用途，金额低于 500 | | 用途，金额低于 500 万元且低于该项目募集资金净额 | 万元且低于该项目募集资金净额 5%的，可以豁免履行第十八 | | 5%的，可以豁免履行第十七条规定的程序，其使用情 | 条规定的程序，其使用情况应当在年度报告中披露。 | | 况应当在年度报告中披露。 | | | 第二十条 公司以募集资金置换预先已投入募投 | 第 ...

电连技术股份有限公司 关于回购公司股份的进展公告 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 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》（公告编号：2023-083）。 一、回购公司股份的进展情况 根据《上市公 ...

证券代码：300679 证券简称：电连技术 公告编号：2024-036 电连技术股份有限公司 关于全资子公司为公司申请银行授信提供担保的公告 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。 1、公司名称：电连技术股份有限公司 2、统一社会信用代码：91440300795435728P 3、企业类型：股份有限公司（上市、自然人投资或控股） 4、住所：深圳市光明区公明街道西田社区锦绣工业园 8 栋第一层至第三层 A 区 （一照多址企业） 5、成立日期：2006 年 11 月 20 日 6、法定代表人：陈育宣 7、注册资本：42238.49 万人民币 8、经营范围：精密模具、通讯用电子连接器、电子塑胶制品的技术开发、设计、 销售，国内商业、物资供销业，货物及技术进出口；自有房屋租赁。（以上项目均不 含法律、行政法规、国务院决定规定需前置审批及禁止项目）；软件开发；机械设备 研发；机械设备销售；电子元器件与机电组件设备制造；电子元器件制造。（除依法 须经批准的项目外，凭营业执照依法自主开展经营活动）精密模具、通讯用电子连接 器、电子塑胶制品的制造。 一、本次担保情况概 ...

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：2024-035 电连技术股份有限公司 关于2022年限制性股票激励计划第二类限制性股票 首次授予第二个归属期及预留授予第一个归属期 归属结果暨股份上市的公告 重要内容提示： 1、本次第二类限制性股票上市流通日：2024年7月26日。 2、本次第二类限制性股票归属数量：139.98万股，占目前公司总股本的0.33%。 3、本次第二类限制性股票归属人数：209人。其中，首次授予第二个归属期符合 资格的激励对象共计207人，预留授予第一个归属期符合资格的激励对象共计2人。 4、本次第二类限制性股票归属股票来源：公司向激励对象定向发行公司A股普通 股股票。 电连技术股份有限公司（以下简称"公司"）于2024年7月5日分别召开第三届董 事会第二十七次会议和第三届监事会第二十四次会议，审议通过了《关于2022年限制 性股票激励计划第二类限制性股票首次授予第二个归属期及预留授予第一个归属期归 属条件成就的议案》，近日，公司办理完成了2022年限制性股票激励计划第二类限制 ...

电连技术(300679) 2024 年 07 月 19 日 汽车与消费电子共振，2024 年 H1 业绩高增 7 月 18 日，电连技术发布 2024 年半年度业绩预告，公司预计 2024 年 H1 实 现归母净利润 3.00-3.35 亿元，同比+140%-168%；其中 Q2 预计实现归母净 利润 1.38-1.73 亿元，同比+77%-122%，环比-15%到+7%。 证券研究报告 公 司 报 告│ 公 司 点 评 研 究 事件： ➢ 汽车与消费电子共振，2024H1 业绩保持高增长 得益于公司汽车与消费电子主要客户销量优异，公司 2024 年 H1 营业收入 保持稳定增长。随着收入规模扩大，公司主要产品精密制造工艺平台化优 势显现，自动化效率持续提升。叠加公司运营效能持续提升，生产成本控 制良好，2024 年 H1 公司主要产品毛利率同比向上，盈利能力提升驱动业 绩高增长。 ➢ 盈利预测、估值与评级 电子/消费电子 买入（维持） 当前价格： 36.41 元 分析师：高登 执业证书编号：S0590523110004 邮箱：gaodeng@glsc.com.cn 分析师：辛鹏 执业证书编号：S059052 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for its performance relative to the market [2][14][9]. Core Insights - The company is expected to achieve a significant year-on-year increase in net profit for the first half of 2024, with estimates ranging from 300 to 335 million yuan, reflecting a growth of 139.72% to 167.69% [2]. - The growth is attributed to the recovery in the global consumer electronics industry and the introduction of new clients in the automotive high-frequency and high-speed connector business [2][3]. - The report projects an upward revision of net profit forecasts for 2024, 2025, and 2026 to 620 million, 820 million, and 1.05 billion yuan respectively, with corresponding price-to-earnings ratios of 25.4, 19.3, and 15.1 times [2][3]. Financial Performance Summary - The company reported a net profit of 443 million yuan in 2022, which decreased to 356 million yuan in 2023, but is expected to rebound to 624 million yuan in 2024, representing a year-on-year growth of 75.1% [7]. - Revenue is projected to grow from 2.97 billion yuan in 2022 to 4.03 billion yuan in 2024, reflecting a compound annual growth rate of 28.9% [7]. - The gross margin is expected to improve from 31.7% in 2022 to 33.5% in 2024, indicating enhanced profitability [7]. Business Segment Insights - The automotive connector segment is experiencing rapid growth, with the company entering the supply chains of major domestic automotive manufacturers such as Geely, Great Wall, BYD, and Changan [3]. - The consumer electronics segment is also recovering, driven by increasing demand from terminal manufacturers and improved profitability in the flexible circuit board business [3]. - The company is focusing on expanding its market presence in non-mobile consumer electronics while enhancing its capabilities in high-frequency and high-speed automotive connectors [3].

电连技术（300679.SZ）2024 年中报业绩预告点评 [盈利预测与财务指标 Table_Forcast] 2Q24 业绩符合预期，汽车智能化加速 2024 年 07 月 21 日 事件： 7 月 19 日，电连技术发布 2024 年中报预告。预计 24H1 实现归母净利 润 3.0~3.4 亿元，同比增长 139.7~167.7%；实现扣非净利润 2.9~3.2 亿元，同 比增长 144.1~174.0%。 ➢ 2Q24 业绩符合预期，自动化效率提升改善利润。单季度来看，预计 2024 年 Q2 公司实现归母净利润 1.38~1.73 亿元，取中值来看，24Q2 实现归母净利 润为 1.56 亿元，同比增长 99%，环比下滑 4%；单季度预计实现扣非净利润 1.39~1.69 亿元。 ➢ 营收同比高增，主要系：1、公司主营业务保持稳定增长，其中汽车连接器 产品客户结构不断优化，核心客户营收同比保持高速增长；消费电子行业产品随 着消费电子行业复苏，营收同比提升明显。2、随着经营规模的不断扩大，主要 产品精密制造工艺平台化优势渐显，自动化效率持续提升。同时，公司运营效能 持续提升，生产成本控制较为有力，主要 ...

2024 年 07 月 19 日 事件： 按照中值看，2024 年 H1 公司实现归母净利润 3.18 亿元，同比+154%，业绩 高增主要系汽车与消费电子业务均表现优异。汽车方面，主要客户吉利/奇 瑞/长安/长城汽车 24Q2 销量同比分别+29%/+41%/+6%/-5%，环比分别 +1%/+7%/-7%/+3%；问界 24Q2 累计交付同比+526%，环比+11%，销量表现优 异。消费电子方面，P70 上市带动华为手机放量，24Q2 小米/Vivo/Oppo 手 机销量同比分别+27%/22%/2%，射频连接器及相关产品延续 Q1 稼动率水平。 ➢ 高阶智驾进程加速，高速高频连接器需求旺盛 我们预计公司 2024-2026 年营业收入分别为 42.3/52.7/64.2 亿元，同比增 速分别为 35%/25%/22%，归母净利润分别为 6.4/8.3/10.4 亿元，同比增速 分别为 80%/29%/25%，EPS 分别为 1.52/1.96/2.45 元/股，CAGR-3 为 43%。 鉴于下游消费电子有望延续高景气，汽车高速连接器进入快速成长期，维 持"买入"评级。 风险提示：汽车销量不及预期；消费 ...

Investment Rating - The report maintains a "Buy" rating for the company, expecting a relative price increase of over 15% in the next six months [8][26]. Core Insights - The company's performance in the second quarter slightly exceeded market expectations, with a projected net profit attributable to shareholders of 300-340 million yuan for the first half of 2024, representing a year-on-year increase of 140%-168% [1]. - The growth is attributed to the optimization of product structure, particularly the increase in high-margin automotive connectors and the recovery in demand for consumer electronics [1]. - The company is expected to maintain a high growth trend due to the recovery in consumer electronics demand, new product introductions, and the ramp-up of high-end autonomous driving models [1]. Financial Performance Summary - The company's operating cash flow is projected to increase significantly from 323 million yuan in 2023 to 978 million yuan in 2024 [6]. - The net profit forecast for 2024 is 701.52 million yuan, with a year-on-year growth of 96.97% [10]. - The price-to-earnings (P/E) ratio is expected to decrease from 43.18 in 2023 to 21.92 in 2024, indicating improved valuation [10][26]. Business Segment Insights - The consumer electronics segment is benefiting from the rise of Huawei and industry recovery, with RF connectors expected to contribute significantly to revenue growth [11]. - The automotive business is positioned for high growth, driven by the increasing penetration of high-end autonomous driving models and the expansion of overseas customer bases [18].