证券代码：301123 证券简称：奕东电子 公告编号：2025-052 奕东电子科技股份有限公司 关于控股股东、实际控制人的一致行动人减持股份的 预披露公告 控股股东、实际控制人之一致行动人王刚先生、东莞奕孚投资咨询企业（有限合 伙）、东莞奕合投资咨询企业（有限合伙）、东莞奕萃投资咨询企业（有限合伙）、 东莞奕宁投资咨询企业（有限合伙）保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 奕东电子科技股份有限公司(以下简称"公司"或"奕东电子")控股股东、 实际控制人的一致行动人王刚先生、东莞奕孚投资咨询企业（有限合伙）、东 莞奕合投资咨询企业（有限合伙）、东莞奕萃投资咨询企业（有限合伙）、东 莞奕宁投资咨询企业（有限合伙）（以下分别简称"奕孚投资"、"奕合投资"、 "奕萃投资"、"奕宁投资"）合计持有公司股份15,732,590股，（占公司总 股本的6.73%，占公司剔除回购专用账户中股份数量后股份总数的6.82%）。邓 玉泉先生为公司实际控制人、控股股东；王刚先生为邓玉泉配偶的兄弟，系公 司实际控制 ...

招商证券股份有限公司 关于奕东电子科技股份有限公司 2025 年半年度持续督导跟踪报告 | 保荐机构名称：招商证券股份有限公司 | 被保荐公司简称：奕东电子 | | --- | --- | | 保荐代表人姓名：章毅 | 联系电话：0755-82943664 | | 保荐代表人姓名：刘光虎 | 联系电话：0755-83734484 | | 报告事项 | 说明 | | --- | --- | | 1.保荐代表人变更及其理由 | 无 | | | 1、事项概述：奕东电子于2025年6月收到深圳证券交易所《关 于对奕东电子科技股份有限公司的监管函》创业板监管函 | | | 〔2025〕第70号，主要系公司未能在规定期限内真实、准确、 | | | 完整地披露业绩预告。 | | | 2、整改情况：公司高度重视相关问题，召集相关部门和人 | | 2.报告期内中国证监会和本 | 员对相关问题进行了全面梳理和针对性地分析讨论，同时根 | | 所对保荐机构或者其保荐的 | 据相关法律法规、规范性文件及公司各项管理制度的规定和 | | 公司采取监管措施的事项及 | 要求，结合公司实际情况，按照要求逐项梳理并认真落实整 | | 整改情 ...

Investment Rating - The report assigns a "Buy-A" investment rating to the company, with a target price of 50.07 CNY per share based on a PS valuation method [8][9][17]. Core Insights - The company achieved a record high revenue of 1.009 billion CNY in H1 2025, representing a year-on-year increase of 27.77%. However, the net profit attributable to shareholders decreased by 74.52% to 0.06 million CNY [1][2]. - The growth in revenue is primarily driven by the sales of IO high-speed communication connectors, AI computing chip liquid cooling components, and new application FPCs. The company is expected to benefit from the ongoing AI trend and the emerging high-growth sectors [2][3]. - The company has entered the AI computing server liquid cooling market, achieving mass production of liquid cooling components in 2025. This segment is anticipated to provide continuous growth opportunities as demand for cooling solutions in AI servers increases [3][16]. Revenue and Profit Forecast - The company is projected to generate revenues of 2.207 billion CNY, 2.827 billion CNY, and 3.596 billion CNY for the years 2025, 2026, and 2027, respectively, with year-on-year growth rates of 29.02%, 28.11%, and 27.21% [4][13][17]. - The net profit attributable to shareholders is expected to be 0.42 million CNY, 1.33 million CNY, and 2.08 million CNY for the same years [4][17]. Business Segment Performance - The company's revenue from connector components, FPC, and LED backlight modules for H1 2025 was 0.452 billion CNY, 0.378 billion CNY, and 0.078 billion CNY, reflecting year-on-year growth rates of 46.94%, 23.50%, and a decline of 6.38%, respectively [3][12]. - The liquid cooling segment is expected to become a major growth driver, with significant demand anticipated from high-density scenarios in GPU servers and AI data centers [16]. Financial Metrics - The company’s financial metrics indicate a projected gross margin of 17.71%, 20.75%, and 22.37% for the years 2025, 2026, and 2027, respectively [13][22]. - The report highlights a stable control over expenses, with sales, management, and R&D expense ratios for H1 2025 at 1.77%, 6.85%, and 7.04%, respectively [2][3]. Market Position and Comparables - The report compares the company with peers such as Yingweike, Hongxin Technology, Shenglan Co., and Longli Technology, noting similarities in product applications and market segments [17]. - The average PS ratio of comparable companies is referenced to support the valuation of the company [17][19].

证券之星消息，9月11日消费电子板块较上一交易日上涨6.93%，奕东电子领涨。当日上证指数报收于 3875.31，上涨1.65%。深证成指报收于12979.89，上涨3.36%。消费电子板块个股涨跌见下表： 从资金流向上来看，当日消费电子板块主力资金净流入38.65亿元，游资资金净流出26.01亿元，散户资金 净流出12.64亿元。消费电子板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002475 立讯精密 | | 24.59 Z | 17.19% | -14.18 Z | -9.91% | -10.41 Z | -7.28% | | 601138 工业富联 | | 8.35 Z | 5.38% | -5.44 Z | -3.50% | -2.91 Z | -1.87% | | 002600 领益智造 | | 5.28亿 | 7.28% | -1.41 Z | -1.94% | -3.8 ...

Market Overview - As of 14:00 today, the Shanghai Composite Index is at 3854.31 points, above the five-day moving average, with an increase of 1.10% [1] - The total trading volume of A-shares today is 1,959.917 billion yuan [1] Stocks Breaking the Five-Day Moving Average - A total of 956 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Jin Xin Nuo (金信诺) with a deviation rate of 14.80% and a price increase of 20.00% [2] - Fu Jie Huan Bao (复洁环保) with a deviation rate of 14.57% and a price increase of 19.99% [2] - Yi Dong Dian Zi (奕东电子) with a deviation rate of 14.28% and a price increase of 19.99% [2] - Other stocks with smaller deviation rates include An Ji Food (安井食品), Bai Ren Medical (佰仁医疗), and Pai Rui Shares (派瑞股份), which have just crossed the five-day moving average [1] ETF Information - The 500 Quality Growth ETF (product code: 560500) tracks the CSI 500 Quality Growth Index and has seen a five-day change of 0.89% [4] - The current price-to-earnings ratio is 17.77 times, with a recent share count of 410 million, showing a net outflow of 92,000 yuan in main funds [4]

Market Overview - On September 11, A-shares opened mixed with the Shanghai Composite Index up by 0.2%, Shenzhen Component Index up by 0.93%, and ChiNext Index up by 1.57% [2] - Sectors such as CPO, PCB, and pork showed significant gains [2] Liquid Cooling Server Sector - The liquid cooling server concept saw a continuous rise, with stocks like Yidong Electronics, Fangsheng Co., and Jiechuan Intelligent rising over 10% [3] - Notable performers included: - Fangsheng Co. at 39.76, up 15.25% - Jiechuan Intelligent at 30.84, up 15.16% - Yidong Electronics at 45.55, up 11.18% [4] Semiconductor Sector - The semiconductor sector experienced a rebound, with stocks like Saiwei Microelectronics hitting the daily limit and Haiguang Information rising over 10% [7] - Key stocks included: - Saiwei Microelectronics at 67.28, up 19.99% - Yuanjie Technology at 390.92, up 16.82% [8] - Other notable stocks included: - Haiguang Information at 205.22, up 11.51% - Dongxin Co. at 97.33, up 8.83% [9]

Group 1 - The liquid cooling server concept saw significant gains on September 11, with Industrial Fulian hitting the daily limit and reaching a historical high, with a total market value exceeding 1.17 trillion yuan [1] - Previously, Chunzhong Technology achieved three consecutive trading limits, while Yidong Electronics, Fangsheng Shares, and Jiechuan Intelligent all rose over 10% [1] - Other companies such as Shuguang Digital Innovation, Keshida, Runhe Materials, and Dayuan Pump Industry also experienced notable increases in their stock prices [1]

（编辑 袁冠琳） 证券日报网讯 奕东电子9月9日在互动平台回答投资者提问时表示，公司的CCS、锂电池精密结构件 （电芯正负极保护片、连接片、电池盖板及铝壳等）等产品应用于储能领域，行业头部PACK厂欣旺 达、国轩高科、瑞浦兰钧、奇达动力以及古瑞瓦特、首航新能源等均是公司客户。 ...

证券日报网讯奕东电子（301123）9月9日在互动平台回答投资者提问时表示，公司产品及具体情况请查 阅公司披露的定期报告。 ...

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 ...