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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]
壹连科技:三季度营收利润双增 布局低空经济及AIDC新赛道
Zhong Zheng Wang· 2025-10-30 14:37
Core Insights - The company reported revenue and 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 of 221 million yuan, up 20.42% [1] - In Q3 alone, the company achieved revenue of 1.440 billion yuan, marking a 40.15% increase year-on-year, and a net profit of approximately 84.58 million yuan, which is a 23.69% increase [1] - The company is focusing on core business areas, enhancing product R&D and technological innovation, and expanding global presence and production capacity, which has strengthened its market competitiveness [1] Revenue Breakdown - The main application area for the company's products remains the new energy vehicle sector, accounting for 83.6% of total revenue, while the energy storage system sector contributes 10.9% [1] - Other sectors, including industrial equipment, medical devices, consumer electronics, low-altitude economy, and AIDC servers, collectively account for approximately 5.5% of revenue [1] Emerging Markets - The company is actively developing emerging markets such as low-altitude economy and AIDC servers, generating approximately 9 million yuan and 19 million yuan in revenue respectively during the first three quarters [2] - The company is closely monitoring the development of AI computing power and data centers, with its products already applied in the AIDC power supply sector, meeting strict requirements for high current capacity, low loss, anti-interference, high temperature resistance, heat dissipation, and insulation [2] Recognition - The company has been included in the "2025 Shenzhen Top 500 Enterprises List," ranking 234th [3]