证券日报网讯 12月15日，达瑞电子在互动平台回答投资者提问时表示，截至2025年11月30日，公司通 过股份回购专用证券账户以集中竞价交易方式累计回购公司股份数量为360900股，最高成交价为65.00 元/股，最低成交价为59.48元/股，成交总金额为22001069.73元（不含交易费用）。公司后续将根据市 场情况在回购期限内继续实施回购计划，并根据相关规定及时履行信息披露义务。 （编辑 丛可心） ...

Investment Rating - The investment rating for the company is "Accumulate" with a target price of 87.50 CNY [4][12]. Core Insights - The company is increasing its investment in carbon fiber structural components, which is expected to benefit from the ramp-up of foldable devices. The introduction of new material numbers for major clients is anticipated to lead to significant growth in 2026 [2][12]. - The company has acquired an 80% stake in Weiste, which specializes in carbon fiber structural components for foldable phones, with projected revenues of 180 million CNY and a net profit of 16 million CNY in 2024 [12]. - The company is also expanding its presence in AI terminal products, with significant collaboration with Meta, expecting accelerated growth in 2026 [12]. Financial Summary - Total revenue is projected to grow from 1,398 million CNY in 2023 to 6,513 million CNY by 2027, reflecting a compound annual growth rate (CAGR) of approximately 32.2% [10]. - Net profit attributable to shareholders is expected to increase from 73 million CNY in 2023 to 692 million CNY in 2027, with a notable growth rate of 47.5% in 2027 [10]. - The earnings per share (EPS) is forecasted to rise from 0.55 CNY in 2023 to 5.16 CNY in 2027, indicating strong profitability growth [10]. Market Data - The company's market capitalization is approximately 7,885 million CNY, with a 52-week stock price range of 43.42 CNY to 76.69 CNY [5]. - The current price of the stock is 58.80 CNY, with a price-to-earnings (P/E) ratio of 107.48 for 2023, decreasing to 11.39 by 2027 [12][10].

(本文来自第一财经) 达瑞电子在接受机构调研时表示，Meta是公司重要的终端客户，公司与Meta客户的各项目合作正有序 进行，有望成为明年业务增量的新机会点。维斯德专注于碳纤维产品的研发与生产，具备覆盖从预浸料 到量产的全链条核心技术能力，目前核心产品为应用于折叠屏屏幕的碳纤维结构支撑部件（位于屏幕背 部、铰链区域）。公司正积极推进复合材料在AI眼镜、AR/VR设备等新兴端侧AI硬件的研发应用。 ...

达瑞电子(300976.SZ)在特定对象调研中介绍，Meta是公司重要的终端客户，公司与Meta客户的各项目 合作正有序进行，有望成为明年业务增量的新机会点。维斯德专注于碳纤维产品的研发与生产，具备覆 盖从预浸料到量产的全链条核心技术能力，目前核心产品为应用于折叠屏屏幕的碳纤维结构支撑部件 （位于屏幕背部、铰链区域）。公司正积极推进复合材料在AI眼镜、AR/VR设备等新兴端侧AI硬件的 研发应用。 ...

每经头条（nbdtoutiao）——让"铁疙瘩"从数万米高空精准"踩刹车"，中国商业航天"降本复用"只差"最 后一公里"！朱雀之后，同行排队接力 （记者 曾健辉） 2024年1至12月份，达瑞电子的营业收入构成为：制造业占比100.0%。 截至发稿，达瑞电子市值为79亿元。 每经AI快讯，达瑞电子（SZ 300976，收盘价：59.06元）发布公告称，2025年12月4日14:00-16:00，达 瑞电子接受南方基金等投资者调研，公司董事长、总经理李清平；董事会秘书曾庆邹参与接待，并回答 了投资者提出的问题。 ...

Group 1: Company Overview - The company focuses on precision functional components, structural components, and automation equipment, aiming to become a core supplier in the "end-side AI" and "new energy" sectors [2] - The company has established a solid cooperative relationship with major clients, emphasizing a strategy of "old customers with new products, new customers with old products" [4] Group 2: Financial Performance - In the first three quarters of 2025, the company achieved revenue of CNY 227,836.22 million, representing a year-on-year growth of 28.59% [4] - The net profit attributable to shareholders, excluding non-recurring items, was CNY 21,695.48 million, with a year-on-year increase of 33.02% [5] Group 3: Strategic Partnerships and Developments - The company is actively collaborating with Meta, which is expected to become a new growth opportunity in the coming year [2] - The acquisition of Vistek, which supplies carbon fiber composite materials for foldable screens, is part of the company's strategy to enhance its core competitiveness in lightweight materials [5] Group 4: Future Outlook - The company expresses confidence in its overall business performance for 2025, with ongoing development of new projects and clients [4] - Future mergers and acquisitions will focus on enhancing core competitiveness and seeking projects that provide synergistic effects in customer expansion, technological innovation, and cost control [5]

证券代码：300976 证券简称：达瑞电子 公告编号：2025-094 东莞市达瑞电子股份有限公司 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、准确和完整，没有虚 假记载、误导性陈述或者重大遗漏。 东莞市达瑞电子股份有限公司（以下简称"公司"）于 2025 年 4 月 7 日召 开第三届董事会第二十次会议，审议通过了《关于回购公司股份方案的议案》， 同意公司使用自有资金以集中竞价交易方式回购公司部分股份，在未来合适的时 机用于股权激励计划或员工持股计划。本次用于回购的资金总额不低于人民币 3,000 万元（含本数，币种下同）且不超过 5,000 万元（含本数），回购价格上 限为 74.30 元/股（含本数，调整后），回购股份的实施期限为自董事会审议通过 本次回购方案之日起 12 个月内。具体内容详见公司于 2025 年 4 月 8 日、2025 年 5 月 29 日在巨潮资讯网（www.cninfo.com.cn）披露的《关于回购公司股份方 案的公告》《关于调整回购股份价格上限的公告》等文件。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份 ...

（文章来源：证券日报） 证券日报网讯达瑞电子11月27日在互动平台回答投资者提问时表示，公司按规定在定期报告中披露对应 期末时点的股东人数信息。 ...

Core Viewpoint - The company, Darui Electronics, confirmed that its acquired subsidiary, Wised, produces carbon fiber structural support components for foldable smartphones, which are utilized in major models from global brands like Huawei and Samsung [1]. Company Summary - Darui Electronics engaged with investors on an interactive platform regarding the application of Wised's products in Huawei's newly released Mate X7 [1]. - Wised's core products are specifically designed for foldable screen smartphones, indicating a strategic focus on innovative technology in the mobile device sector [1]. Industry Summary - The foldable smartphone market is growing, with major brands such as Huawei and Samsung leading the way in adopting advanced materials like carbon fiber for structural support [1]. - The use of carbon fiber components in foldable smartphones highlights the industry's trend towards lightweight and durable materials to enhance device performance [1].

Core Insights - The article analyzes the changes in private equity fund holdings based on the top ten shareholders and circulating shareholders data, revealing significant shifts in stock positions among various sectors in Q3 2025 [1][2]. Private Equity Fund Holdings by Sector - In Q3 2025, the sectors with the highest number of stocks entering the top ten list by private equity managers were pharmaceuticals (18 stocks), basic chemicals (16 stocks), and electronics (15 stocks) [3]. - Compared to Q2 2025, there was an increase in stocks from the computer, pharmaceutical, and food and beverage sectors entering the top ten list, while the electronics, coal, and real estate sectors saw the most withdrawals [3]. Top 20 Stocks with Increased Holdings - The stocks with the highest increase in private equity fund holdings, measured by the proportion of total shares, predominantly came from the basic chemicals, pharmaceuticals, and electronics sectors [7]. - Notable stocks with the largest increase in private equity holdings included: - Darui Electronics (46.21% return) [8] - Zhongwei Co. (51.76% return) [8] - Guotou Power (−8.70% return) [8] - Yangjie Technology (34.64% return) [8] - Daqin Railway (−8.85% return) [8]. Top 20 Stocks with Decreased Holdings - The stocks with the largest decrease in private equity fund holdings were also concentrated in the pharmaceuticals, electronics, and basic chemicals sectors [9]. - Key stocks with the most significant reductions in private equity holdings included: - Lexin Technology (48.43% return) [9] - Dongcheng Pharmaceutical (5.63% return) [9] - Longbai Group (20.05% return) [9] - Zhenlei Technology (40.25% return) [9] - Shengxiang Biology (4.71% return) [9]. Individual Fund Manager Activities - Fund managers such as Ying Shui, Feng Liu, Ren Qiao, and others made notable adjustments to their portfolios in Q3 2025, increasing holdings in various stocks while reducing others [10][12][14][17][19][21]. - For instance, Feng Liu increased holdings in Zhongwei Co., Ruifeng New Materials, and Dongfulong while decreasing positions in Dongcheng Pharmaceutical and Longbai Group [12]. Summary of Fund Manager Adjustments - Ying Shui increased holdings in Xianle Health and reduced positions in Shengxiang Biology and Fangbang Co. [10]. - Feng Liu raised stakes in Zhongwei Co. and Ruifeng New Materials while cutting back on Dongcheng Pharmaceutical [12]. - Ren Qiao increased holdings in Jin Yu Medical and reduced positions in Xin Jing Dian and Xiao Fang Pharmaceutical [14]. - Other managers like Guo Feng Xinghua and Chongyang also adjusted their portfolios, increasing stakes in stocks like Guotou Power and Daqin Railway [17].