人民财讯11月5日电，壹连科技11月5日在互动平台回复投资者称，FCC工艺和FPC工艺虽功能类同，但 FPC相较FCC技术成熟，优势显著，集中体现在整体轻量化、功能高度集成化、弯折可挠性高等方面。 但由于FPC进入门槛较高，部分CCS厂商受限于技术线路依赖、产能分布限制、研发团队资源等，未能 布局FPC的生产能力，而转向其他技术方案以实现基础平替功能。由于FCC对设备、工艺、管理的要求 相对不高，公司已成熟掌握了FCC的各项工艺技术，并基于客户定制化需求，具备快速响应多元化方案 的能力。从目前公司下游客户端项目发包情况来看，FCC相关项目的询价量占比不足5%，在当前及近 期技术演进中并非主流方向。 转自：证券时报 ...

Core Insights - 壹连科技's stock price decreased by 1.81% on November 3, with a trading volume of 143 million yuan, indicating a negative market sentiment towards the company [1] - The company reported a net financing outflow of 744.65 million yuan on the same day, suggesting a reduction in investor confidence [1] - As of September 30, 2025, 壹连科技 achieved a revenue of 3.506 billion yuan, reflecting a year-on-year growth of 28.93%, and a net profit of 221 million yuan, up 20.42% year-on-year [2] Financing and Trading Data - On November 3, 壹连科技 had a financing buy-in of 14.0652 million yuan and a financing repayment of 21.5116 million yuan, resulting in a total financing balance of 1.59 billion yuan [1] - The current financing balance represents 8.65% of the company's market capitalization [1] - The company had a margin trading balance of 2,500 shares and a margin balance of 237,700 yuan as of November 3 [1] Shareholder and Institutional Holdings - As of September 30, 2025, 壹连科技 had 14,400 shareholders, an increase of 9.63% from the previous period, with an average of 1,333 circulating shares per shareholder, down 8.78% [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 230,000 shares, an increase of 40,200 shares from the previous period [2] - Other notable institutional shareholders include Southern CSI 1000 ETF and Huaxia CSI 1000 ETF, with slight reductions in their holdings [2]

Core Insights - Shenzhen Yilian Technology Co., Ltd. reported revenue and net profit growth for the first three quarters of 2025, with revenue reaching 3.506 billion yuan, a year-on-year increase of 28.93%, and net profit attributable to shareholders at 221 million yuan, up 20.42% [1] - In Q3 alone, the company achieved revenue of 1.440 billion yuan, reflecting a 40.15% year-on-year growth, and a net profit of approximately 84.58 million yuan, which is a 23.69% increase [1] - The company attributes its growth to a focus on core business, increased R&D and technological innovation, and expansion into global markets, driven by rising demand in the new energy vehicle and energy storage sectors, as well as emerging fields like low-altitude economy and AIDC [1][2] Revenue Breakdown - In the first three quarters, new energy vehicles accounted for 83.6% of the company's product applications, while energy storage systems represented 10.9%, and other sectors such as industrial equipment, medical devices, consumer electronics, low-altitude economy, and AIDC servers made up approximately 5.5% [1] - The company reported approximately 9 million yuan in revenue from the low-altitude economy and 19 million yuan from AIDC servers during the same period [2] Company Overview - Founded in 1991, the company is a comprehensive provider of electrical connection components and solutions, encompassing R&D, design, production, sales, and service [2] - Recently, the company was ranked 234th in the "2025 Shenzhen Top 500 Enterprises" list [2]

Core Insights - The company reported revenue and profit growth for the first three quarters of 2025, with revenue reaching 3.506 billion yuan, a year-on-year increase of 28.93%, and net profit attributable to shareholders of 221 million yuan, up 20.42% [1] - In Q3 alone, the company achieved revenue of 1.440 billion yuan, marking a 40.15% increase year-on-year, and a net profit of approximately 84.58 million yuan, which is a 23.69% increase [1] - The company is focusing on core business areas, enhancing product R&D and technological innovation, and expanding global presence and production capacity, which has strengthened its market competitiveness [1] Revenue Breakdown - The main application area for the company's products remains the new energy vehicle sector, accounting for 83.6% of total revenue, while the energy storage system sector contributes 10.9% [1] - Other sectors, including industrial equipment, medical devices, consumer electronics, low-altitude economy, and AIDC servers, collectively account for approximately 5.5% of revenue [1] Emerging Markets - The company is actively developing emerging markets such as low-altitude economy and AIDC servers, generating approximately 9 million yuan and 19 million yuan in revenue respectively during the first three quarters [2] - The company is closely monitoring the development of AI computing power and data centers, with its products already applied in the AIDC power supply sector, meeting strict requirements for high current capacity, low loss, anti-interference, high temperature resistance, heat dissipation, and insulation [2] Recognition - The company has been included in the "2025 Shenzhen Top 500 Enterprises List," ranking 234th [3]

Core Insights - Yilian Technology (301631) reported revenue and profit growth for the first three quarters of 2025, with revenue reaching 3.506 billion yuan, a year-on-year increase of 28.93%, and net profit attributable to shareholders of 221 million yuan, up 20.42% [1][2] - The company achieved a significant revenue increase of 40.15% in the third quarter, totaling 1.440 billion yuan, with a net profit of 84.58 million yuan, reflecting a year-on-year growth of 23.69% [1] Financial Performance - For the first three quarters of 2025, Yilian Technology's revenue was 3.506 billion yuan, and net profit was 221 million yuan, with a year-on-year growth of 28.93% and 20.42% respectively [1] - In the third quarter alone, the company reported revenue of 1.440 billion yuan and net profit of 84.58 million yuan, marking a year-on-year increase of 40.15% and 23.69% [1] Business Strategy and Market Focus - The company continues to focus on core business areas, enhancing product research and development, and expanding global presence and production capacity, which has strengthened its market competitiveness [1] - The growth in revenue and profit is driven by increased penetration of electric vehicles, rapid growth in the energy storage industry, and orderly advancement in emerging fields such as low-altitude economy and AIDC server power [1] Product Application and Market Segmentation - Yilian Technology's products, particularly electrical connection components, are widely used in various sectors, with new energy vehicles accounting for 83.6% of applications, energy storage systems at 10.9%, and other sectors like industrial equipment, medical devices, consumer electronics, low-altitude economy, and AIDC servers making up approximately 5.5% [1] - The company is actively developing emerging markets such as low-altitude economy and AIDC servers, generating approximately 9 million yuan and 19 million yuan in revenue respectively during the first three quarters [2] Company Background - Founded in 1991, Yilian Technology is a comprehensive provider of electrical connection components and solutions, encompassing research, design, production, sales, and service [2] - Recently, the company was ranked 234th in the "2025 Shenzhen Top 500 Enterprises" list [2]

Group 1: Financial Performance - In the first three quarters of 2025, the company achieved operating revenue of 3.506 billion CNY, a year-on-year increase of 28.93% [2] - Net profit attributable to shareholders was 221 million CNY, up 20.42% year-on-year [2] - The net profit after deducting non-recurring gains and losses was 204 million CNY, reflecting an 18.09% increase [2] - The net cash flow from operating activities reached 388 million CNY, growing by 28.58% [2] - In Q3 2025, the company reported operating revenue of 1.44 billion CNY, a 40.15% year-on-year growth [2] Group 2: Business Segmentation - The main application area for the company's products is the new energy vehicle sector, accounting for 83.6% of revenue [4] - The energy storage system application area contributed 10.9% to revenue, while other sectors like industrial equipment, medical devices, and consumer electronics made up approximately 5.5% [4] - Emerging markets such as low-altitude economy and AIDC servers generated revenues of about 9 million CNY and 19 million CNY, respectively [4] Group 3: Industry Focus and Partnerships - The new energy vehicle sector is the primary source of revenue and profit, with strong partnerships with major battery manufacturers like CATL and others [5] - The company is expanding collaborations with automotive manufacturers, including XPeng Motors and Volvo, and is successfully advancing business with North American clients [5] Group 4: Market Trends and Innovations - The company is benefiting from the increasing penetration of new energy vehicles and rapid growth in the energy storage industry [3] - The company is actively involved in the AIDC power supply sector, meeting strict requirements for high current, low loss, and thermal resistance [7] - The company has established a production base in Slovakia as part of its international strategy, achieving significant results in overseas market expansion [7]

Core Insights - 壹连科技's stock increased by 4.97% on October 24, with a trading volume of 251 million yuan [1] - The company reported a net financing outflow of 10.69 million yuan on the same day, with a total financing and securities balance of 169 million yuan [1][2] - As of September 30, 2025, 壹连科技 achieved a revenue of 3.506 billion yuan, representing a year-on-year growth of 28.93% [2] Financing and Trading Activity - On October 24, 壹连科技 had a financing buy-in of 21.89 million yuan, while the current financing balance is 169 million yuan, accounting for 9.06% of the circulating market value [1] - The company had no short selling activity on October 24, with a short selling balance of 21,290 yuan and a remaining short selling volume of 2,200 shares [1] Company Overview - 壹连科技, 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 company's main revenue sources include: 58.83% from battery connection components, 28.44% from low-voltage signal transmission components, 11.48% from power transmission components, and 0.81% from other FPC components [1] Shareholder and Institutional Holdings - As of September 30, 2025, 壹连科技 had 14,400 shareholders, an increase of 9.63% from the previous period, with an average of 1,333 circulating shares per person, down by 8.78% [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 230,000 shares, an increase of 40,200 shares from the previous period [2]

Group 1 - The core point of the article is that Yilian Technology reported significant growth in its Q3 2025 financial results, with a revenue of 1,439,976,122.97 yuan, representing a year-on-year increase of 40.15% [2] - The net profit attributable to shareholders of the listed company for Q3 2025 was 84,577,267.02 yuan, showing a year-on-year growth of 23.69% [2]

Core Insights - The company reported a revenue of 3.506 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 28.93% [1] - The net profit attributable to shareholders of the listed company was 221 million yuan, showing a year-on-year increase of 20.42% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 204 million yuan, reflecting a year-on-year growth of 18.09% [1] - The basic earnings per share were 2.42 yuan [1]

证券代码：301631 证券简称：壹连科技 公告编号：2025-051 深圳壹连科技股份有限公司 第五届监事会第二十次会议决议公告 本公司及监事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳壹连科技股份有限公司（以下简称"公司"）第五届监事会第二十次会 议于 2025 年 10 月 23 日在公司会议室以现场方式召开。本次会议通知于 2025 年 10 月 19 日以书面送达方式发出，会议应出席监事 3 人，实际出席监事 3 人。 会议由监事会主席丁华山先生召集并主持。本次会议的召集、召开符合《公司法》 和《公司章程》的有关规定，会议合法有效。 一、监事会会议审议情况 经过各位监事认真审议，本次会议形成如下决议： 1、审议通过《关于<2025 年第三季度报告>的议案》 具体内容详见公司同日披露于巨潮资讯网（www.cninfo.com.cn）的《2025 年第三季度报告》。 表决结果：同意 3 票，反对 0 票，弃权 0 票。 二、备查文件 第五届监事会第二十次会议决议。 特此公告。 深圳壹连科技股份有限公司 监事会 2025 年 10 月 24 日 监事会认为：董 ...