NJEC(SH:600699) Jin Rong Jie·2025-12-01 08:17Group 1 - The core viewpoint is that Junsheng Electronics (00699) has shown strong performance in its recent financial results, with significant growth in revenue and net profit, indicating a positive outlook for the company [1] - For the first three quarters of 2025, Junsheng Electronics reported revenue of approximately 45.844 billion yuan, representing a year-on-year increase of 11.45% [1] - The net profit attributable to shareholders was about 1.12 billion yuan, reflecting a year-on-year growth of 18.98%, with basic earnings per share at 0.81 yuan [1] Group 2 - The company has secured new business orders amounting to 71.4 billion yuan in the first three quarters, with a notable acceleration in order acquisition [1] - In the third quarter alone, the order amount reached 40.2 billion yuan, indicating a strong upward trend [1] - The new orders in Q3 included 22.2 billion yuan related to automotive safety and 18 billion yuan related to automotive electronics [1] Group 3 - Junsheng Electronics is expected to enter the Hong Kong Stock Connect on December 4, which may attract significant mainland capital inflow due to its unique positioning in both the automotive and robotics sectors [2] - The company is identified as a rare hard-tech stock in the Hong Kong market, occupying two "golden tracks" of growth, which could lead to a revaluation of its stock [2] - The anticipated entry into the Hong Kong Stock Connect is expected to balance trading and allocation funds for the stock [2]