华金证券给予甬矽电子“增持”评级，25Q3业绩环比显著增长，盈利有望随规模提升而改善

Group 1 - Huajin Securities issued a report on November 6, giving Yongxi Electronics (688362.SH, latest price: 32.12 yuan) an "Overweight" rating [1] - The rating is supported by the breakthrough with overseas major clients and rapid growth of existing core customer base, leading to a significant quarter-on-quarter performance increase [1] - AIoT remains the primary downstream sector for the company, with the first-phase factory and second-phase FC and QFN operating at full capacity [1]