Market Overview - The automotive parts sector experienced a decline of 1.15% on November 20, with Tianpu Co. leading the drop [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Top Gainers in Automotive Parts Sector - Yingli Automotive (601279) saw a closing price of 5.78, with a significant increase of 10.10% and a trading volume of 396,200 shares, totaling 229 million yuan [1] - Yilian Technology (301631) closed at 104.07, up 8.72%, with a trading volume of 52,700 shares and a total transaction value of 547 million yuan [1] - Huafeng Co. (002806) increased by 5.59% to close at 13.79, with a trading volume of 440,100 shares and a transaction value of 617 million yuan [1] Top Decliners in Automotive Parts Sector - Tianpu Co. (605255) led the decline with a closing price of 109.99, down 7.89%, and a trading volume of 57,000 shares, totaling 644 million yuan [2] - Moulding Technology (000700) fell by 5.49% to 9.30, with a trading volume of 387,700 shares and a transaction value of 369 million yuan [2] - Zhongtai Automobile (000980) decreased by 4.76% to 3.60, with a trading volume of 1,263,300 shares and a transaction value of 463 million yuan [2] Capital Flow Analysis - The automotive parts sector saw a net outflow of 2.465 billion yuan from major funds, while retail investors contributed a net inflow of 2.42 billion yuan [2] - The table of capital flow indicates that major funds had a net inflow in several companies, including Huafeng Co. (637 million yuan) and Yingli Automotive (447 million yuan) [3] Individual Stock Performance - Yingli Automotive had a net inflow of 44.72 million yuan from major funds, while retail investors showed a net outflow of 22.31 million yuan [3] - Huafeng Co. experienced a net inflow of 63.70 million yuan from major funds, with retail investors also showing a net outflow of 26.05 million yuan [3] - Aerospace Technology (000901) had a net inflow of 68.99 million yuan from major funds, but a net outflow of 85.91 million yuan from retail investors [3]

（文章来源：证券日报） 证券日报网讯 11月19日晚间，壹连科技发布公告称，本次解除限售股份为公司首次公开发行前已发行 部分股份及首次公开发行战略配售全部股份；本次解除限售股份数量为14，622，347股，占公司总股本 16.00%。本次实际可上市流通数量为11，472，347股，占公司总股本12.55%。限售期为自公司股票上 市之日起12个月。本次申请解除限售的股东数量为7户，其中首次公开发行前已发行股份解除限售的股 东户数为4户，解除限售股份的数量为10，993，498股，占公司总股本的比例为12.03%；首次公开发行 战略配售解除限售的股东户数为3户，解除限售股份的数量为3，628，849股，占公司总股本的比例为 3.97%。本次解除限售股份上市流通日期为2025年11月24日（星期一）。 ...

每经AI快讯，壹连科技（SZ 301631，收盘价：95.72元）11月19日晚间发布公告称，公司限售股份约 1462.23万股将于2025年11月24日解禁并上市流通，占公司总股本比例为16%；实际可上市流通股份数 量约1147.23万股，占公司总股本比例为12.55%。 截至发稿，壹连科技市值为88亿元。 每经头条（nbdtoutiao）——爱泼斯坦案文件解密倒计时，美国会"秒过"法案直通特朗普，引爆两党"极 限撕扯" （记者 胡玲） 2024年1至12月份，壹连科技的营业收入构成为：电子器件制造业占比99.01%，其他业务占比0.99%。 ...

招商证券股份有限公司 （一）首次公开发行股份情况 根据中国证券监督管理委员会《关于同意深圳壹连科技股份有限公司首次公 开发行股票注册的批复》（证监许可[2024]1107 号），公司首次公开发行人民币普 通股（A 股）股票 16,330,000 股，并于 2024 年 11 月 22 日在深圳证券交易所创 业板上市。首次公开发行股票完成后公司总股本为 65,296,129 股，其中有流通限 制或限售安排的股份数量为 52,267,827 股，占发行后总股本的比例为 80.05%； 无流通限制及限售安排的股份数量 13,028,302 股，占发行后总股本的比例为 19.95%。 （二）公司上市后股本变动情况 2025 年 5 月 22 日，公司首次公开发行网下配售限售股份上市流通，股份数 量为 709,663 股，占公司总股本的 1.09%。具体情况详见公司于 2025 年 5 月 19 日在巨潮资讯网（www.cninfo.com.cn）上披露的《关于首次公开发行网下配售限 关于深圳壹连科技股份有限公司 部分首次公开发行前已发行股份及首次公开发行战略配售股份 上市流通的核查意见 招商证券股份有限公司（以下简称 ...

证券代码：301631 证券简称：壹连科技 公告编号：2025-053 深圳壹连科技股份有限公司 关于部分首次公开发行前已发行股份 及首次公开发行战略配售股份上市流通提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 根据中国证券监督管理委员会《关于同意深圳壹连科技股份有限公司首次公 开发行股票注册的批复》（证监许可[2024]1107 号），公司首次公开发行人民币 普通股（A 股）股票 16,330,000 股，并于 2024 年 11 月 22 日在深圳证券交易所 创业板上市。首次公开发行股票完成后公司总股本为 65,296,129 股，其中有流通 限制或限售安排的股份数量为 52,267,827 股，占发行后总股本的比例为 80.05%； 无流通限制及限售安排的股份数量 13,028,302 股，占发行后总股本的比例为 19.95%。 （二）公司上市后股本变动情况 2025 年 5 月 22 日，公司首次公开发行网下配售限售股份上市流通，股份数 量为 709,663 股，占公司总股本的 1.09%。具体情况详见公司于 2025 年 5 ...

Group 1 - The core point of the news is that Yilian Technology's stock price dropped by 5.05% to 104.76 CNY per share, with a trading volume of 293 million CNY and a turnover rate of 14.33%, resulting in a total market capitalization of 9.577 billion CNY [1] - Yilian Technology, established on December 7, 2011, is located in Shenzhen, Guangdong Province, and specializes in the research, design, production, sales, and service of electrical connection components [1] - The main revenue composition of Yilian Technology includes: 58.83% from cell connection components, 28.44% from low-voltage signal transmission components, 11.48% from power transmission components, 0.81% from other FPC components, and 0.44% from other supplementary components [1] Group 2 - Among the top circulating shareholders of Yilian Technology, Huaxia Fund's Huaxia CSI 1000 ETF (159845) reduced its holdings by 1,000 shares in the third quarter, now holding 99,300 shares, which accounts for 0.52% of the circulating shares [2] - The estimated floating loss for Huaxia CSI 1000 ETF today is approximately 553,200 CNY [2] - The Huaxia CSI 1000 ETF was established on March 18, 2021, with a latest scale of 45.469 billion CNY, and has achieved a year-to-date return of 28.83% [2]

Core Insights - The automotive parts sector experienced a 0.47% increase on November 13, with Zhongtai Automobile leading the gains [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Automotive Parts Sector Performance - Zhongtai Automobile (code: 000980) closed at 3.78, with a rise of 9.88% and a trading volume of 3.0165 million shares, amounting to 1.106 billion yuan [1] - Other notable gainers included: - Yilian Technology (code: 301631) at 110.33, up 7.74% [1] - Longji Machinery (code: 002363) at 9.05, up 6.97% [1] - Newpeng Co. (code: 002328) at 7.56, up 6.33% [1] - Kailong High-tech (code: 300912) at 18.31, up 5.47% [1] Fund Flow Analysis - The automotive parts sector saw a net outflow of 971 million yuan from institutional investors and 101 million yuan from speculative funds, while retail investors contributed a net inflow of 1.072 billion yuan [2] - Key stocks with significant fund flows included: - Zhongtai Automobile with a net inflow of 182.1 million yuan from institutional investors [3] - Huada Technology (code: 603358) with a net inflow of 74.2 million yuan from institutional investors [3] - Aerospace Intelligence (code: 300446) with a net inflow of 62.6 million yuan from institutional investors [3]

Core Viewpoint - The lithium battery sector is experiencing a significant surge in stock prices, driven by a comprehensive recovery across the industry chain, with notable increases in demand and technological advancements [10][12]. Market Performance - On November 13, major A-share indices opened lower but closed higher, with the Shanghai Composite Index rising by 0.22% to 4008.89 points, and the Shenzhen Component Index increasing by 0.68% [1]. - The lithium battery concept index surged over 2%, marking it as one of the highlights of the market on that day [4]. Individual Stock Performance - Specific stocks such as Fuxiang Pharmaceutical and Huasheng Lithium Battery hit the daily limit with a 20% increase, while Haike Xinyuan rose over 18%, and Taihe Technology increased by over 17% [5][7]. - The lithium battery ETF saw a rise of 3.99%, with constituent stocks accounting for 91.33% of the index [5]. Industry Recovery - The lithium battery industry has seen a comprehensive recovery since the third quarter, with prices stabilizing and significant orders appearing, leading to improved performance across the sector [10]. - The price of lithium hexafluorophosphate has doubled within a month, indicating strong demand and recovery in the market [10]. Demand and Supply Dynamics - The explosive growth in demand, particularly in the electric vehicle sector, has solidified the foundation for the industry's recovery, with domestic power battery installation reaching 578 GWh from January to October, a 42.4% year-on-year increase [10]. - Supply-side adjustments have also contributed to the recovery, with many low-quality capacities exiting the market, leading to a more balanced supply-demand situation [10]. Technological Advancements - Continuous technological iterations are driving the industry towards stable and sustainable development, with a shift in focus from mere functionality to durability and overall value [11]. - Leading battery manufacturers are accelerating the launch of differentiated products, enhancing competition beyond just pricing [11]. Future Outlook - The lithium battery industry is expected to move towards a more rational development phase, focusing on technological innovation and value competition [12]. - The overall industry outlook remains positive, with short-term attention on raw material price trends and monthly sales, while long-term prospects for the electric vehicle sector are promising [12].

Core Insights - On November 12, Yilian Technology's stock rose by 9.67%, with a trading volume of 591 million yuan [1] - As of November 12, the total margin balance for Yilian Technology was 148 million yuan, with a net margin buy of -10.06 million yuan for the day [1][2] Financial Performance - For the period from January to September 2025, Yilian Technology reported a revenue of 3.506 billion yuan, representing a year-on-year growth of 28.93% [2] - The net profit attributable to shareholders for the same period was 221 million yuan, showing a year-on-year increase of 20.42% [2] Shareholder Information - As of September 30, 2025, the number of shareholders for Yilian Technology was 14,400, an increase of 9.63% from the previous period [2] - The average number of circulating shares per shareholder decreased by 8.78% to 1,333 shares [2] Margin Trading Details - On November 12, Yilian Technology had a margin buy of 44.4975 million yuan and a margin repayment of 54.5581 million yuan [1] - The current margin balance is 147 million yuan, accounting for 7.48% of the circulating market value [1] Business Composition - Yilian Technology's main business revenue composition includes: - Battery connection components: 58.83% - Low-voltage signal transmission components: 28.44% - Power transmission components: 11.48% - Other FPC components: 0.81% - Others: 0.44% [1]

Core Insights - The lithium battery sector in the A-share market has shown strong performance, with several stocks experiencing significant gains, indicating positive market sentiment and potential investment opportunities [1] Group 1: Stock Performance - Aok股份 (Aok Co., Ltd.) saw an increase of 11.54%, with a total market capitalization of 86.78 billion and a year-to-date gain of 103.51% [2] - 泰和科技 (Taihe Technology) rose by 10.88%, with a market cap of 78.11 billion and a year-to-date increase of 126.81% [2] - 中利集团 (Zhongli Group) experienced a 10.03% rise, with a market cap of 115 billion and a year-to-date gain of 57.38% [2] - 康隆达 (Kanglongda) increased by 10.02%, with a market cap of 50.43 billion and a year-to-date gain of 121.67% [2] - 石大胜华 (Shida Shenghua) rose by 10.00%, with a market cap of 193 billion and a year-to-date increase of 137.34% [2] - 兆新股份 (Zhaoxin Co., Ltd.) increased by 9.97%, with a market cap of 79.16 billion and a year-to-date gain of 57.54% [2] - 诺德股份 (Nord Co., Ltd.) rose by 7.44%, with a market cap of 135 billion and a year-to-date increase of 95.00% [2] - 曼恩斯特 (Mannester) increased by 7.19%, with a market cap of 88.75 billion and a year-to-date gain of 13.82% [2] - 永太科技 (Yongtai Technology) rose by 6.47%, with a market cap of 247 billion and a year-to-date increase of 198.21% [2] - 壹连科技 (Yilian Technology) increased by 5.80%, with a market cap of 90.31 billion and a year-to-date gain of 6.07% [2] - 富祥药业 (Fuxiang Pharmaceutical) rose by 5.29%, with a market cap of 78.27 billion and a year-to-date increase of 74.22% [2] - 滨海能源 (Binhai Energy) increased by 5.04%, with a market cap of 29.17 billion and a year-to-date gain of 26.86% [2] Group 2: Market Indicators - The MACD golden cross signal has formed, indicating a positive trend in the stock prices of these companies, suggesting potential for further gains in the lithium battery sector [1]