Core Viewpoint - The company, Yidong Electronics, has confirmed that its products, including CCS and precision structural components for lithium batteries, are utilized in the energy storage sector, serving major clients in the industry [1] Group 1: Product Applications - The company's CCS and lithium battery precision structural components, such as cell positive and negative electrode protection films, connection pieces, battery cover plates, and aluminum shells, are applied in the energy storage field [1] - Major clients in the industry include leading PACK manufacturers such as Aihongda, Guoxuan High-Tech, Ruipu Lanjun, Qida Power, Guriwat, and Shouhang New Energy [1]

Core Viewpoint - Yidong Electronics (301123) responded to investor inquiries on September 9, indicating that details about the company's products and specific situations can be found in the disclosed periodic reports [1] Group 1 - The company is actively engaging with investors through interactive platforms [1] - The company emphasizes the importance of referring to its periodic reports for comprehensive information [1]

证券代码：301123 证券简称：奕东电子 公告编号：2025-051 奕东电子科技股份有限公司 1.企业名称：东莞市可俐星电子有限公司 2.统一社会信用代码：91441900MA4UYD627B 3.住所：广东省东莞市东城街道雪花南路1号1栋102室 4.法定代表人：邓可 5.注册资本：人民币壹仟玖佰万元 6.公司类型：其他有限责任公司 7.成立日期：2016年11月14日 8.经营范围：一般项目：电子产品销售；电子元器件制造；电子元器件批发；电 子专用设备销售；电子元器件零售；电子元器件与机电组件设备制造；电子元器件与 机电组件设备销售；橡胶制品制造；橡胶制品销售；塑料制品制造；塑料制品销售； 塑胶表面处理；新材料技术研发；汽车零部件及配件制造；电池制造；电池销售；五 金产品制造；五金产品研发；五金产品零售；模具制造；半导体照明器件制造；半导 体照明器件销售；可穿戴智能设备销售；可穿戴智能设备制造；机械设备销售；机械 设备研发；机械设备租赁；专用设备制造（不含许可类专业设备制造）；普通机械设 备安装服务；人工智能应用软件开发；汽车零部件研发；汽车零配件批发；汽车零配 件零售；货物进出口；技术服务、技术开发 ...

Core Insights - Yidong Electronics reported that as of August 29, 2025, the number of shareholders is 23,601 [2] Company Summary - Yidong Electronics engaged with investors on an interactive platform, providing updates on shareholder numbers [2] - The company is actively communicating with its investors, indicating a focus on transparency and shareholder engagement [2]

Group 1 - The 2025 Third Data Center & AI Liquid Cooling Industry Chain Innovation Summit was held in Suzhou, attracting industry elites, experts, and corporate representatives to discuss advancements and application prospects in liquid cooling and high-power heat dissipation technology [1] - Dongguan Yidong Electronics Co., Ltd. showcased its innovative achievements and technical strength in the liquid cooling field, with products such as AI computing chip liquid cooling structural components and liquid cooling plate assemblies, which meet the stringent cooling demands of data centers and AI [1] - Yidong Electronics received the Cloud Sail Cup for outstanding contributions in liquid cooling core components, recognizing its excellence in the development and manufacturing of key components like cold plates, manifolds, quick connectors, CDU, sensors, pumps, and heat exchangers [1] Group 2 - Yidong Electronics has a strong technical foundation and rich industry experience in electronic manufacturing, and has recognized the significant potential in the liquid cooling market, increasing R&D investment and strategic layout in this area [2] - The company has expanded its business from IGBT cooling plates to AI computing chip liquid cooling structural components, achieving mass shipments and enhancing its market presence [2] - With the explosive growth in AI and efficient computing demands, the global cooling market is entering an unprecedented rapid growth phase, and Yidong Electronics aims to leverage its recent award as a new starting point to enhance R&D investment and product quality [2]

Group 1: Market Performance - The foldable screen sector showed strong performance with stocks like Zhengye Technology hitting the daily limit, and Yian Technology rising over 10% [1] - Zhengye Technology, a major supplier of display module assembly equipment, saw a 20.02% increase in stock price, reaching a market cap of 3.85 billion [1] - Yian Technology, with the world's largest aluminum-based liquid metal production line, experienced a 10.50% rise, bringing its market cap to 13.58 billion [1] Group 2: Industry Trends - Analysts predict that Apple will launch foldable iPhones and iPads between 2026 and 2028, with increased shipment estimates for the foldable iPhone [2] - The foldable smartphone market is expected to grow significantly, with a projected compound annual growth rate of 49.48% from 2021 to 2027, reaching 102 million units by 2027 [5] - The penetration rate of foldable phones is anticipated to rise from 1.6% in 2025 to over 3% by 2027, driven by new product launches [5] Group 3: Technological Innovations - The introduction of foldable devices by Apple is expected to drive innovation in hinge technology, with liquid metal and titanium alloys becoming more prevalent [5] - Key components such as UTG ultra-thin flexible glass and hinges are projected to see increased market demand, benefiting related supply chain companies [5]

Group 1 - The copper cable high-speed connection sector opened actively on September 4, with an increase of 2.78% [1] - Companies such as Ruikeda saw a rise of 8.24%, Shenglan shares increased by 7.56%, and Yidong Electronics rose by 6.88% [1] - Other companies like Changxin Bochuang, Luxiao Technology, and Luxshare Precision also experienced gains of over 3% [1]

Group 1 - The stock price of Yidong Electronics has increased by 105.87% year-to-date, with a recent 5-day increase of 5.67%, a 20-day increase of 31.11%, and a 60-day increase of 97.28% [2] - The company has appeared on the trading leaderboard five times this year, with the most recent appearance on August 28, where the net buying on that day was 104 million yuan, accounting for 21.24% of total trading volume [2] - Yidong Electronics' main business includes the research, production, and sales of precision electronic components such as FPC, connector components, and LED backlight modules, with revenue composition being 44.81% from connector components, 37.47% from FPC, 10.01% from others, and 7.72% from LED backlight modules [2] Group 2 - As of August 20, the number of shareholders of Yidong Electronics was 18,900, a decrease of 15.00% from the previous period, while the average circulating shares per person increased by 17.65% to 12,359 shares [3] - For the first half of 2025, Yidong Electronics achieved operating revenue of 1.009 billion yuan, a year-on-year increase of 27.77%, while the net profit attributable to the parent company was 6.0027 million yuan, a year-on-year decrease of 74.52% [3] - The company has distributed a total of 210 million yuan in dividends since its A-share listing, with 140 million yuan distributed over the past three years [4]

Group 1: Yidelong - The company achieved growth in industrial control, communications, and medical sectors in the first half of 2025, with a 22.44% year-on-year increase in communications revenue driven by server customer demand [1] - The company is expanding its overseas factory layout in Vietnam, Mexico, and Romania to mitigate tariff risks, with export modes primarily using FOB and EXW, where customers bear import duties [1] - The company plans to expand its overseas factories in the second half of 2025, although specific plans are not yet determined [1] - The company is increasing R&D investments and has established product development collaborations with several global industry leaders [1] Group 2: Yidong Electronics - The company reported a revenue of 1.009 billion yuan in the first half of 2025, marking a 27.77% year-on-year increase and achieving a historical high for the same period [2] - The company has successfully transitioned from IGBT heat sinks to liquid cooling structures for computing chips, with bulk shipments already made and expansion into liquid cooling for computing servers [2] - FPC products have been integrated into clients such as Xiaomi, DJI, and Xiaotiancai, and are being applied in smart terminals, drones, panoramic cameras, and expanding into embodied robots, OLED, foldable screens, and automotive displays [2] - The company leverages its integrated capabilities in mold design, precision processing, and surface treatment to provide system-level solutions through "connector + cooling" collaborative schemes [2]

Group 1 - The core viewpoint of the article highlights that Tongben Investment has conducted research on a listed company, Yidong Electronics, which reported significant revenue growth and profitability improvements in the first half of 2025 [1] - Yidong Electronics achieved an operating income of 1.009 billion yuan, representing a year-on-year increase of 27.77%, marking a historical high for the same period [1] - The company has successfully expanded its product offerings, including high-speed connectors and cooling components for computing chips, and has begun mass shipments in various sectors such as smart terminals and robotics [1] Group 2 - Tongben Investment is a distinctive private equity firm established in January 2014, with a registered capital of 10 million yuan, and is recognized for its expertise in consumer investment [2] - The firm was founded by a team of analysts who have received accolades in the industry, including the New Fortune Best Analyst award in the food and beverage sector [2]