Core Viewpoint - Yilian Technology (301631) emphasizes the high demands of commercial aerospace on electrical connection components, particularly in terms of extreme environmental reliability, ultra-lightweight design, and radiation resistance [1] Group 1: Company Insights - The company is continuously deepening its technical reserves in electrical connection products [1] - Yilian Technology is closely following industry chain development trends to explore commercial opportunities [1]

招商证券股份有限公司 关于深圳壹连科技股份有限公司 2025 年度持续督导培训情况报告 深圳证券交易所： 经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）同意注册，深圳壹连科 技股份有限公司（以下简称"壹连科技"、"公司"）首次公开发行人民币普通股 股票 1,633 万股，并于 2024 年 11 月 22 日在深圳证券交易所创业板上市。招商 证券股份有限公司（以下简称"招商证券"、"保荐机构"）担任壹连科技首次公 开发行股票的保荐机构，持续督导期间为 2024 年 11 月 22 日至 2027 年 12 月 31 日。 2025 年 12 月 26 日，根据《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上 市公司规范运作》等有关规定，招商证券认真履行持续督导职责，并对公司控 股股东及实际控制人、董事、高级管理人员、部分中层以上管理人员等相关人 员开展了培训，特向贵所报送 2025 年度持续督导培训情况报告。 一、本次培训的基本情况 （一）培训时间：2025 年 ...

Core Business Performance - The company has achieved a cumulative shipment of over 100 million pieces of electric connection components (CCS), establishing itself as a leader in the CCS market [2] - CCS products are being widely used in popular new energy vehicles such as the AITO M8, Galaxy E5, Leap C11, Xpeng P7, and Zeekr 001 [2] - The company has entered the supply chains of major automotive manufacturers including Xpeng, Dongfeng Nissan, Changan Deep Blue, Geely, Volkswagen, and Great Wall in the flexible printed circuit board (FPC) sector [2] Emerging Business Developments - The company is making significant progress in emerging fields such as low-altitude economy, advanced industrial data centers (AIDC), and robotics [4] - It has begun bulk supply to leading companies in the low-altitude economy, including DJI and United Aircraft, with its aluminum wire products being widely used in low-altitude flying vehicles [4] - The AIDC business has seen breakthroughs, with significant orders from Bloom Energy in the U.S., and ongoing development with other clients [4] Future Growth Strategy - The company plans to enhance production capacity, with the Ningde new base expected to increase capacity by 2 billion yuan upon full operation [5] - The Slovakia production base is set to achieve SOP by 2026 and mass production by 2027, primarily serving European clients like Volkswagen and Volvo [5] - Research and development efforts are focused on cutting-edge fields such as embodied intelligence, AIDC, and new medical technologies, with future revenue growth expected from both existing market share expansion and exploration of new opportunities [5]

Group 1: Company Overview and Operations - The company specializes in flexible printed circuit boards (FPC) and has achieved large-scale production capabilities, particularly in the electric vehicle sector [3] - The company has established partnerships with major automotive clients, including XPeng Motors, Dongfeng Nissan, and Geely, among others [3] - The company is positioned as a leading supplier in the CCS (Cell Connection System) market, with cumulative shipments exceeding 100 million units [3] Group 2: Market and Clientele - Key clients in the energy storage sector include CATL, Sungrow, and other industry leaders [5] - The company has begun mass production for a leading North American electric vehicle manufacturer [6] - The company has secured significant orders from Bloom Energy for AIDC components, indicating strong demand [7] Group 3: Future Plans and Development - The company plans to expand production capacity across multiple locations, aiming to meet increasing client demands [10] - A new production base in Ningde is expected to increase capacity by approximately 2 billion yuan [24] - The company is exploring new applications for FPC in areas such as low-altitude economy and robotics [16] Group 4: Financial Performance and Projections - The average value per electric vehicle for the company is approximately 3,000 yuan for a 100 kWh electric vehicle [26] - The company anticipates an increase in the proportion of revenue from energy storage products, which will be a key focus area in the coming year [20] - The company is committed to achieving ambitious targets set forth in its recent equity incentive plan [30]

Core Viewpoint - Yilian Technology announced the convening of its third extraordinary shareholders' meeting on December 25, 2025, to review multiple proposals including amendments to governance systems and changes to fundraising project implementation [2] Group 1 - The company will discuss the proposal for revising and processing business registration changes [2] - The agenda includes the revision and formulation of certain governance systems [2] - There will be a proposal to change the implementation location and method of fundraising projects, along with adjustments to internal investment structure [2]

上海市锦天城（深圳）律师事务所 法律意见书 上海市锦天城（深圳）律师事务所 关于深圳壹连科技股份有限公司 上海市锦天城（深圳）律师事务所 关于深圳壹连科技股份有限公司 2025 年第三次临时股东会的 法律意见书 地址：深圳市福田中心区福华三路卓越世纪中心 1 号楼 21/22/23 层 电话：0755-82816698 传真：0755-82816898 邮编：518048 本所保证本法律意见书所认定的事实真实、准确、完整，所发表的结论性意 见合法、准确，不存在虚假记载、误导性陈述或者重大遗漏，并愿意承担相应法 律责任。 上海市锦天城（深圳）律师事务所 法律意见书 本所律师仅对本次股东会召集人资格及召集、召开的程序、出席本次股东会 会议人员的资格、本次股东会审议的议案、本次股东会的表决程序及表决结果发 表意见。本法律意见书中部分合计数与各明细数直接相加之和在尾数上如有差异， 这些差异是由于四舍五入造成的。 2025 年第三次临时股东会的 法律意见书 致：深圳壹连科技股份有限公司 上海市锦天城（深圳）律师事务所（以下简称"本所"）接受深圳壹连科技 股份有限公司（以下简称"公司"）委托，就公司召开 2025 年第三 ...

证券代码：301631 证券简称：壹连科技 公告编号：2025-064 深圳壹连科技股份有限公司 2025年第三次临时股东会决议公告 本公司及董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。 特别提示： 1、本次股东会未出现否决提案的情形。 2、本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 1、现场会议召开时间：2025年12月25日（星期四）下午14:00 2、网络投票时间：2025年12月25日 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为2025年12 月25日的交易时间，即9:15—9:25，9:30—11:30和13:00—15:00；通过深圳证券 交易所互联网投票系统进行网络投票的开始时间为2025年12月25日上午9:15，结 束时间为2025年12月25日下午15:00。 2、中小股东出席会议的情况 3、现场会议召开地点：深圳市宝安区燕罗街道燕川社区大华路1号公司会议 室； 4、召开方式：现场会议、通讯会议与网络投票相结合的方式。 5、会议召集人：公司董事会 6、会议主持人：公司董事卓祥宇先生； 7、本次股东会的召集和 ...

Core Viewpoint - The rapid development of the new energy vehicle (NEV) market is driving significant growth in the wiring harness industry, with the market size expected to reach 64.4 billion yuan in 2024, representing a year-on-year growth of 34.4% [1][9]. Overview - NEV wiring harnesses are essential components that connect electrical parts of vehicles, transmitting power and signals, and are often referred to as the "nervous system" of the vehicle [2]. - These harnesses consist of insulated wires, protective sheaths, connectors, and bundling components, and are categorized by voltage levels (high and low), functionality (power transmission, signal transmission, auxiliary equipment), and installation locations (battery pack, chassis, body) [2][3]. Industry Entry Barriers - The wiring harness plays a critical role in the electrical systems of NEVs, requiring high standards in product development, production technology, and quality control [3]. - As the NEV market evolves towards smart, shared, and connected vehicles, there are increasing demands for safety, lightweight, customization, and integration, necessitating strong innovation and technical capabilities from wiring harness manufacturers [3][4]. Related Policies - The Chinese government has implemented various policies to support the development of the automotive parts industry, including NEV wiring harnesses, creating a favorable policy environment for industry growth [5]. Industry Chain - The upstream of the NEV wiring harness industry includes suppliers of basic materials (copper, aluminum, rubber, plastic) and core components (connectors, terminals, sensors) [6]. - The midstream involves the research, design, and production of wiring harnesses, while the downstream primarily serves the NEV market, including manufacturers and the aftermarket [6]. Development Status - The NEV market in China has seen continuous growth, with production and sales reaching 11.24 million and 11.23 million units respectively from January to September 2025, marking a year-on-year increase of 35.2% and 34.9% [8]. - The increasing demand for NEVs is translating into a growing need for wiring harnesses, with the market expected to expand significantly [9]. Competitive Landscape - The NEV wiring harness market in China is characterized by foreign companies dominating the high-end market while domestic companies are accelerating their market share through local partnerships and technological advancements [10]. - Major international players like Sumitomo, Yazaki, Aptiv, and Lear hold significant shares in high-end NEV wiring harnesses, particularly in advanced products like 800V high-voltage harnesses [10]. Key Domestic Players - Companies such as Hu Guang Co., Ltd. and Yong Ding Co., Ltd. are notable players in the NEV wiring harness market, focusing on high and low voltage harnesses and achieving significant revenue from their automotive wiring harness businesses [10][11]. Future Trends - The industry is expected to focus on developing high-voltage harnesses that can handle increased voltage and current demands, with an emphasis on safety and lightweight materials [12]. - Innovations in harness structure and wiring methods will continue to evolve to reduce weight and volume, contributing to overall vehicle energy efficiency [12].

Core Viewpoint - Yilian Technology announced that as of the date of the announcement, the total external guarantee balance of the company and its subsidiaries is RMB 107,190,696.19, which accounts for 4.57% of the company's most recent audited net assets [2] Summary by Relevant Sections - **External Guarantees**: The company and its subsidiaries have a total external guarantee balance of RMB 107,190,696.19 [2] - **Net Asset Ratio**: The external guarantees represent 4.57% of the company's latest audited net assets [2] - **Legal and Financial Status**: There are no guarantees provided to entities outside the consolidated financial statements, no overdue guarantees, no guarantees involved in litigation, and no losses incurred due to guarantees resulting in adverse judgments [2]

Core Viewpoint - 壹连科技 has shown positive financial performance with significant revenue growth and a stable shareholder base, indicating potential investment opportunities in the company. Group 1: Financial Performance - 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] - The net profit attributable to shareholders for the same period was 221 million yuan, reflecting a year-on-year increase of 20.42% [2] Group 2: Shareholder and Market Activity - As of December 18, 2023, 壹连科技's stock price increased by 0.38%, with a trading volume of 161 million yuan [1] - The company had a total of 14,400 shareholders as of September 30, 2025, which is a 9.63% increase from the previous period [2] - The average number of circulating shares per shareholder decreased by 8.78% to 1,333 shares [2] Group 3: Financing and Margin Trading - On December 18, 2023, 壹连科技 recorded a net financing purchase of 8.6262 million yuan, with a total financing balance of 241 million yuan, accounting for 6.86% of its market capitalization [1] - The company’s margin trading balance is at a high level, exceeding the 90th percentile of the past year [1] - The short selling data indicates a remaining short position of 1,800 shares, with a balance of 186,900 yuan, also at a high level compared to the past year [1] Group 4: Dividend and Institutional Holdings - Since its A-share listing, 壹连科技 has distributed a total of 78.3554 million yuan in dividends [3] - As of September 30, 2025, 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 [3] - Other notable institutional shareholders include Southern CSI 1000 ETF and Huaxia CSI 1000 ETF, with slight reductions in their holdings [3]