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]

Group 1 - The company, Jinlu Electronics, stated on December 17 that its PCBs are used in new energy vehicle charging equipment [1] - In the new energy vehicle PCB market, the company has accumulated a wide range of quality customer resources across the industry chain, including vehicle manufacturers, Tier 1 suppliers, and EMS factories [1]

Group 1 - The core viewpoint of the article highlights the involvement of the company in the autonomous driving sector through its PCB products, which are utilized in sensors like radar and cameras [1] - The company has established partnerships with leading firms in the intelligent driving field, including Suyuan Juchuang, Tudatong, Siwei Tuxin, Youjia Innovation, and Daisi Intelligent [1]

Group 1 - The core viewpoint of the article is that Jinlu Electronics (301282) is focusing on market expansion in emerging industries, particularly in commercial aerospace, to seek new growth drivers for its business [1] - The company plans to disclose specific details regarding its expansion in the commercial aerospace sector in its 2025 annual report [1]

Market Overview - As of December 10, the Shanghai Composite Index closed at 3900.50 points, down by 9.03 points, a decrease of 0.23% [1] - The Shenzhen Component Index closed at 13316.42 points, up by 39.06 points, an increase of 0.29% [1] - The ChiNext Index closed at 3209.00 points, down by 0.60 points, a decrease of 0.02% [1] Trading Activity - A total of 93 A-shares had a turnover rate exceeding 20% on December 10 [1] - Notable stocks with high turnover rates included: - C Baiao (688796) with a turnover rate of 75.80% and a price increase of 146.63% [1] - De Yi Culture (300640) with a turnover rate of 57.78% and a price increase of 9.88% [1] - Longzhou Co. (002682) with a turnover rate of 55.52% and a price increase of 9.96% [1] - C Moore-U (688795) with a turnover rate of 51.93% and a price increase of 16.98% [1] - Shen Nong Agriculture (300189) with a turnover rate of 51.33% and a price increase of 20.07% [1] Individual Stock Performance - C Baiao (688796) closed at 65.80 yuan, showing a significant increase [1] - De Yi Culture (300640) closed at 9.79 yuan, reflecting a positive performance [1] - Longzhou Co. (002682) closed at 10.49 yuan, also showing a positive trend [1] - C Moore-U (688795) closed at 735.00 yuan, indicating strong market interest [1] - Shen Nong Agriculture (300189) closed at 6.88 yuan, demonstrating a solid increase [1]

Group 1 - The core viewpoint of the article is that Jinlu Electronics (301282.SZ) has indicated that its PCB products can be applied in the fields of AI computing power and optical modules [1] Group 2 - The company is actively engaging with investors through an interactive platform to communicate its technological capabilities [1] - The application of PCBs in AI and optical modules suggests potential growth opportunities in these emerging sectors [1]

证券日报网讯12月9日，金禄电子（301282）在互动平台回答投资者提问时表示，根据公司披露的2025 年半年度报告，公司已配合下游客户成功研制固态电池BMS用PCB，并量产交付基于900V高压架构的 电驱PCB产品，应用于数据中心领域的28层刚性板已研制成功，采用铜浆烧结工艺的22层复合基板及16 层软硬结合板、16层高速刚性板已量产交付商业航天及防务等领域的客户，公司PCB产品正在围绕高频 高速、高多层、特殊工艺、高阶HDI等方向加速升级。 ...

证券日报网讯12月9日，金禄电子（301282）在互动平台回答投资者提问时表示，公司产品有应用于光 模块，暂未应用于6G领域。 ...

（编辑 袁冠琳） 证券日报网讯 12月9日，金禄电子在互动平台回答投资者提问时表示，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。 ...