壹连科技扩大柔性线路板产能 瞄准低空经济及具身智能等前沿赛道

Core Viewpoint - Yilian Technology plans to issue convertible bonds to raise 1.2 billion yuan for new energy intelligent manufacturing projects and to supplement working capital, aiming to enhance its technological capabilities and market competitiveness in the flexible electric connection components sector [1] Group 1: Investment and Project Development - The funds raised will be directed towards the flexible electric connection system project, which is expected to achieve an annual production capacity of approximately 45 million new flexible electric connection components [1] - The company aims to strengthen its partnerships with well-known domestic and international manufacturers in the new energy vehicle and energy storage sectors, enhancing customer loyalty and service quality [1] Group 2: Market Opportunities and Product Innovation - Yilian Technology is focusing on emerging fields such as low-altitude economy, embodied intelligence, and innovative medical applications, which are driving demand for lightweight, high-reliability, and customized flexible printed circuits (FPC) [2] - The company is developing solutions for bionic robots and electric vertical takeoff and landing (eVTOL) aircraft, which require complex and high-end FPCs [2] Group 3: Production Capacity and Supply Chain Optimization - To meet the growing order demands from both mainstream and niche markets, Yilian Technology is innovating its production line planning, establishing both large-scale and flexible production lines [2] - A new production base in Liyang will integrate front-end manufacturing and back-end assembly processes to create a more efficient supply chain and improve operational efficiency [2] Group 4: Technological Advancements - The company has mastered a mature "roll-to-roll" continuous production process, enabling the production of ultra-long FPCs up to 2.5 meters, which enhances product consistency and production efficiency [3] - Yilian Technology plans to continue investing in advanced manufacturing processes and deepen industry-academia collaboration to support the global green transition with competitive products and solutions [3]