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营收、净利润双增长夯实基本盘 壹连科技开拓低空经济以及AIDC服务器等新兴市场

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]