广发量化多因子混合A（005225）成立日期2018年3月21日，最新规模36.18亿。今年以来收益52.72%， 同类排名1040/8155；近一年收益52.72%，同类排名1040/8155；成立以来收益134.39%。 广发量化多因子混合A（005225）基金经理为易威、李育鑫。 截至发稿，易威累计任职时间2年185天，现任基金资产总规模38.18亿元，任职期间最佳基金回报 71.19%， 任职期间最差基金回报-1.66%。 李育鑫累计任职时间2年76天，现任基金资产总规模37.93亿元，任职期间最佳基金回报102.03%， 任职 期间最差基金回报2.93%。 1月5日，金禄电子涨5.26%，截至发稿，报30.59元/股，成交2.58亿元，换手率10.93%，总市值46.23亿 元。 资料显示，金禄电子科技股份有限公司位于广东省清远市高新技术开发区安丰工业园盈富工业区M1- 04,05A号地，成立日期2006年10月19日，上市日期2022年8月26日，公司主营业务涉及从事印制电路板 (PCB)的研发、生产和销售。主营业务收入构成为：PCB90.64%，其他(补充)9.36%。 从金禄电子十大流通股东角 ...

Core Viewpoint - The automotive PCB industry is experiencing significant growth driven by the increasing demand for electric and smart vehicles, with a projected market size increase from $6.457 billion in 2020 to $9.195 billion in 2024, reflecting a compound annual growth rate (CAGR) of 9.2% [8][9]. Group 1: Automotive PCB Industry Overview - PCBs are essential in various sectors, including automotive, consumer electronics, industrial, medical, and military applications, with automotive PCBs playing a crucial role [1][3]. - Automotive PCBs must exhibit excellent electrical performance and reliability, requiring rigorous testing under extreme conditions [1][6]. - The automotive PCB market is characterized by a competitive landscape where international giants dominate high-end segments while Chinese companies focus on mid-range markets [9][10]. Group 2: Market Dynamics - The global automotive PCB market is expected to grow to $9.712 billion by 2025, with a year-on-year increase of 5.6% [8]. - In China, the automotive PCB market is projected to reach approximately 22.27 billion yuan in 2024, marking a 4.3% year-on-year growth [8]. - The rise of electric vehicles (EVs) is significantly increasing the PCB usage per vehicle, with the value of PCBs in EVs exceeding 2,000 yuan per vehicle due to additional components like BMS and MCU [8][9]. Group 3: Competitive Landscape - Major competitors in the automotive PCB sector include companies such as Chaoying Electronics, Shennan Circuit, Jingwang Electronics, and Huitian Technology, with market shares of 3.7%, 2.3%, and 4.1% for Huitian Technology, Jinlu Electronics, and Chaoying Electronics respectively in 2024 [9][10]. - The industry is witnessing a shift where local companies are making breakthroughs in core application scenarios, challenging the dominance of international firms in high-frequency PCB segments [9][10]. Group 4: Industry Trends - The demand for automotive PCBs is expected to grow steadily, driven by the increasing penetration of electric vehicles and advancements in automotive electrification, intelligence, and connectivity [10]. - There is a trend towards upgrading from traditional six-layer PCBs to more complex HDI and high-temperature resistant boards, reflecting the rising complexity and performance requirements in automotive applications [10].

金禄电子（301282.SZ）12月29日在投资者互动平台表示，公司将在2025年年度报告中披露商业航天领 域客户的拓展情况，敬请关注公司后续披露的公告，目前该部分业务占比不高，暂未对公司业绩产生重 大影响。 每经AI快讯，有投资者在投资者互动平台提问：公司子公司给国内商天头部企业供货，产品用于卫星 领域，请问是哪些企业和产品呢？ （文章来源：每日经济新闻） ...

（记者 胡玲） 每经AI快讯，有投资者在投资者互动平台提问：公司产品已有批量运用于商业航天领域，请问公司在 低空经济领域有否涉足？ 金禄电子（301282.SZ）12月29日在投资者互动平台表示，公司产品有应用于低空经济领域相关硬件设 备的"三电"部件。 ...

格隆汇12月22日丨金禄电子(301282.SZ)在投资者互动平台表示，公司PCB有应用于商业航天领域。 ...

Group 1 - The company, Jinlu Electronics (301282.SZ), has indicated that its PCB products are utilized in new energy vehicle charging equipment [1] - In the new energy vehicle PCB market, the company has accumulated a broad and high-quality customer base, including vehicle manufacturers, Tier 1 suppliers, and EMS factories [1]

格隆汇12月17日丨金禄电子(301282.SZ)在投资者互动平台表示，公司有和长安汽车下属零部件公司建 立直接合作关系，PCB产品有最终应用于长安旗下多款车型。 ...

Group 1 - The core point of the article is that Jinlu Electronics (301282.SZ) has established a direct cooperation relationship with a subsidiary of Changan Automobile for PCB products, which will be applied in multiple models under Changan [1] Group 2 - The cooperation indicates a strategic partnership that may enhance Jinlu Electronics' market position within the automotive supply chain [1] - The application of PCB products in various Changan models suggests potential for increased sales and revenue for Jinlu Electronics [1] - This collaboration reflects the growing demand for electronic components in the automotive industry, particularly in the context of advancing automotive technologies [1]

Core Viewpoint - Jinlu Electronics (301282.SZ) has not established a direct cooperation relationship with BAIC Blue Valley, but its PCB products are ultimately applied in the new energy vehicles under BAIC [1] Company Summary - Jinlu Electronics has indicated that there is no direct partnership with BAIC Blue Valley [1] - The company's PCB products are utilized in the new energy vehicle segment of BAIC [1]

Group 1 - The company has established a direct cooperation relationship with a subsidiary of Changan Automobile, and its PCB products are applied in multiple models under Changan [2] - The company has not yet established a direct cooperation relationship with BAIC Blue Valley, but its PCB products are ultimately applied in BAIC's new energy vehicles [2]