证券代码：300679 证券简称：电连技术 公告编号：2025-094 （一）部分募集资金投资项目延期的基本情况 基于当前募投项目的实际投资进度，结合项目建设内容，在募投项目实施主体、 实施地点、投资用途、投资总额不变的情况下，公司拟延长部分募投项目的预计可 使用状态日期，调整后募投项目达到预计可使用状态的日期如下： 电连技术股份有限公司 关于部分募集资金投资项目延期的公告 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、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，电连技术股份有限公司（以下简称"公 司"或"上市公司"）向社会首次公开发行 30,000,000 普通股（A 股），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 15,301,753.0 ...

关于 电连技术股份有限公司 部分募集资金投资项目延期的核查意见 招商证券股份有限公司（以下简称"招商证券"或"保荐人"）作为电连技 术股份有限公司（以下简称"电连技术"或"上市公司"）首次公开发行股票（以 下简称"本次发行"）并在创业板上市的保荐人，根据《证券发行上市保荐业务 管理办法》《上市公司募集资金监管规则》《深圳证券交易所创业板股票上市规则》 《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》 等相关法律法规、规章和规范性文件的要求，对电连技术募集资金投资项目延期 事项进行了核查，核查情况及核查意见如下： 一、募集资金的基本情况 招商证券股份有限公司 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，上市公司向社会首次公开发行 30,000,000 普通股（A 股），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 15,301,753.0 ...

Core Viewpoint - The forced divestment of FTDI by the UK government highlights the increasing fragmentation and geopolitical tensions within the global semiconductor industry, particularly affecting Chinese investments in high-end technology sectors [1][5][7]. Group 1: Acquisition Details - In December 2021, Jian Guang Asset acquired 80.2% of FTDI for $414 million, marking a strategic move into the high-end analog chip sector by Chinese capital [1][3]. - FTDI, established in 1992, is a leading company in the USB bridge chip market with nearly 20% market share, crucial for various applications including automotive electronics and IoT [3][4]. - The acquisition was intended to integrate FTDI into the Chinese semiconductor ecosystem, addressing long-standing technological gaps [3][4]. Group 2: Regulatory Actions - The UK government initiated a security review under the National Security and Investment Act, classifying the acquisition as a "trigger event" [4][5]. - On November 5, 2024, the UK government mandated the sale of FTDI due to concerns over potential misuse of technology and threats to critical infrastructure, setting a deadline for divestment by December 2025 [1][4]. - Despite legal challenges from the Chinese entity, the UK High Court upheld the government's decision, removing legal obstacles to the forced sale [4][6]. Group 3: Implications for the Semiconductor Industry - The case reflects a broader trend of Western nations using "national security" as a rationale to restrict foreign investments, potentially leading to increased scrutiny of any Chinese semiconductor investments [5][6]. - The forced divestment of FTDI may undermine global supply chain stability and efficiency, as the semiconductor industry relies on international collaboration [7]. - The situation raises concerns about the potential for further fragmentation of the semiconductor market, which could exacerbate global chip shortages and price volatility [7]. Group 4: Future Considerations - The FTDI incident serves as a catalyst for reevaluating semiconductor governance rules, emphasizing the need for transparent and non-discriminatory international regulations [7]. - China advocates for open cooperation and fair competition in the semiconductor sector, contrasting with the political motivations observed in some Western countries [7].

Market Performance - The consumer electronics sector increased by 1.38% on December 25, with Xunwei Communication leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] Top Gainers in Consumer Electronics - Xunwei Communication (300136) closed at 50.70, up 13.35% with a trading volume of 1.74 million shares [1] - Changying Precision (300115) closed at 40.25, up 8.52% with a trading volume of 1.36 million shares [1] - Hengmingda (002947) closed at 56.28, up 8.27% with a trading volume of 277,400 shares [1] - Yidong Electronics (301123) closed at 79.16, up 6.97% with a trading volume of 348,800 shares [1] - Other notable gainers include Guangda Tongchuang (301387) and Chaoping San (300647) with increases of 6.13% and 5.97% respectively [1] Top Losers in Consumer Electronics - Yitian Co., Ltd. (300812) closed at 29.53, down 2.86% with a trading volume of 115,300 shares [2] - Kecuan Technology (603052) closed at 33.04, down 2.74% with a trading volume of 84,500 shares [2] - Anker Innovation (300866) closed at 115.02, down 2.54% with a trading volume of 39,800 shares [2] - Other notable losers include Transsion Holdings (688036) and Zhishang Technology (301486) with declines of 2.13% and 1.79% respectively [2] Capital Flow Analysis - The consumer electronics sector experienced a net outflow of 843 million yuan from institutional investors, while retail investors saw a net inflow of 1.316 billion yuan [2] - Notable stocks with significant capital flow include Changying Precision and Yidong Electronics, which had varying levels of net inflow and outflow from different investor types [3]

Core Viewpoint - The stock of Dianzhi Technology has experienced fluctuations, with a current price of 49.70 CNY per share, reflecting a year-to-date decline of 16.09% despite a recent uptick in the last five trading days [1] Group 1: Stock Performance - As of December 23, Dianzhi Technology's stock price decreased by 2.03%, with a trading volume of 1.30 billion CNY and a turnover rate of 0.72%, resulting in a total market capitalization of 21.11 billion CNY [1] - The stock has seen a 5.14% increase over the last five trading days and a 6.52% increase over the last 20 days, while it has declined by 12.81% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Dianzhi Technology reported a revenue of 4.039 billion CNY, representing a year-on-year growth of 21.20%, while the net profit attributable to shareholders decreased by 18.71% to 373 million CNY [2] Group 3: Shareholder Information - As of December 10, the number of shareholders for Dianzhi Technology increased by 6.17% to 23,700, with an average of 15,160 circulating shares per shareholder, which is a decrease of 5.81% [2] - The company has distributed a total of 889 million CNY in dividends since its A-share listing, with 430 million CNY distributed over the past three years [3] - Notable institutional shareholders include Hong Kong Central Clearing Limited, which holds 15.58 million shares, and several mutual funds that have increased their holdings [3]

证券日报网讯12月22日，电连技术（300679）在互动平台回答投资者提问时表示，公司汽车类产品主要 类型为Fakra、Mini-Fakra连接器，HDCamera连接器，高速以太网连接器，HSD连接器，车载USB等产 品。目前公司积累了国内众多头部整车厂商以及国内外知名TIER1等客户，并成为其核心供应商，汽车 连接器类产品市场份额在国内同行业处于领先地位。截至2025年上半年，公司汽车连接器实现营业收入 8.11亿元人民币，占公司2025年上半年营业收入的比重为32.14%。 ...

证券日报网讯 12月22日，电连技术（300679）在互动平台回答投资者提问时表示，L3智能驾驶级别对 传感器（如激光雷达、摄像头、高端毫米波雷达等）和域控制器的冗余配置需求更高，对汽车高频高速 连接器传输速率要求提升、电磁兼容性与可靠性标准更严格，L3智能驾驶级别的车需要用到的连接器 的数量和价值量取决于车厂的智能驾驶相关设计方案。公司在与核心客户紧密协作研发的基础上，持续 强化汽车智能化相关以太网产品的战略布局，并已开展与头部智驾芯片、智能驾驶方案以及激光雷达等 厂商的合作。 ...

格隆汇12月22日丨电连技术(300679.SZ)在互动平台表示，公司汽车类产品主要类型为Fakra、Mini-Fakra 连接器，HDCamera连接器，高速以太网连接器，HSD连接器，车载USB等产品。目前公司积累了国内 众多头部整车厂商以及国内外知名TIER 1等客户，并成为其核心供应商，汽车连接器类产品市场份额在 国内同行业处于领先地位。截止2025年上半年，公司汽车连接器实现营业收入8.11亿元人民币，占公司 2025年上半年营业收入的比重为32.14%。 ...

Group 1 - The core viewpoint of the articles highlights the contrasting dynamics in the global consumer electronics market, characterized by a slowdown in traditional business and an explosion of AI innovation, with AI terminal shipments expected to exceed 300 million units in 2025, driving revenue growth of 25%-40% for related supply chain companies [2] - The shortage and price increase of storage chips are identified as critical variables affecting the industry, with DRAM and NAND Flash spot prices rising over 300% from September to mid-December 2025, and major manufacturers like Samsung and SK Hynix raising prices by up to 30% in Q4 [1][2] - The consumer electronics ETF closely tracks the CSI Consumer Electronics Theme Index, which includes 50 listed companies involved in component production and design, reflecting the overall performance of the consumer electronics sector [2][3] Group 2 - The top ten weighted stocks in the CSI Consumer Electronics Theme Index account for 56.39% of the index, with notable companies including Luxshare Precision, Cambricon, and Industrial Fulian [3] - The anticipated price increase of storage chips in 2025 is projected to be between 30%-50% year-on-year, with the cost of storage for AI phones expected to rise by $80-$120 per unit, potentially leading to a 5-8 percentage point decline in gross margins for brands lacking core technology reserves [2] - The consumer electronics ETF has various connection options, including multiple classes of the Ping An CSI Consumer Electronics Theme ETF, indicating a structured investment approach for investors [3]

Core Viewpoint - The company, Dianlian Technology, emphasizes that its business is not limited to consumer electronics and automotive electronics, but is driven by core technology to achieve a dual strategy of deepening main business and breaking into emerging fields [1] Group 1: Business Focus - The company focuses on building technological barriers and expanding long-term growth potential through continuous R&D investment [1] - Products developed by the company can also be utilized in AI servers, humanoid robots, communication devices, and the Internet of Things [1]