Company Overview - Ying Tang Intelligent Control (SZ 300131) announced that on November 26, 2025, it will accept investor research led by Huafu Securities, with Chairman Hu Qingzhou participating in the reception and addressing investor inquiries [1] Revenue Composition - For the year 2024, the revenue composition of Ying Tang Intelligent Control is as follows: - Electronic distribution industry: 91.31% - Electronic components manufacturing: 8.14% - Software and other sectors: 0.33% - Electronic intelligent control industry: 0.22% [1] Market Capitalization - As of the report date, the market capitalization of Ying Tang Intelligent Control is 13.2 billion yuan [1]

Core Viewpoint - The company, Ultrasonic Electronics, has indicated that its products have a wide range of applications across various sectors including communications, automotive electronics, smart furniture, intelligent driving, aerospace equipment, and consumer electronics [2] Group 1 - The company’s products are applicable in the communications sector [2] - The automotive electronics industry is a significant area for the company’s product applications [2] - Smart furniture is another field where the company’s products can be utilized [2] Group 2 - Intelligent driving technology is a key application area for the company [2] - Aerospace equipment represents an important sector for the company’s product offerings [2] - Consumer electronics is also a major field for the company’s product applications [2]

Group 1 - The company, ZhiJian Electronics, announced that as of the date of the announcement, Zhu Chuanqin has pledged a total of 11.25 million shares, accounting for approximately 38.24% of his holdings [1] - Zhu Jinhua has pledged a total of 2.64 million shares, representing about 65.28% of her holdings [1] - For the first half of 2025, ZhiJian Electronics' revenue composition is entirely from electronic component manufacturing, with a 100.0% share [1] Group 2 - As of the report, ZhiJian Electronics has a market capitalization of 4.3 billion yuan [1]

Group 1 - The core point of the article is that Chao Ying Electronics (SH 603175) held a temporary board meeting on November 26, 2025, to discuss the appointment of a board secretary and other related documents [1] - For the fiscal year 2024, the revenue composition of Chao Ying Electronics is as follows: automotive electronics accounts for 65.65%, display accounts for 10.46%, storage accounts for 7.66%, communication accounts for 6.88%, and consumer electronics accounts for 4.55% [1] - As of the report date, the market capitalization of Chao Ying Electronics is 33.9 billion yuan [1]

Core Viewpoint - Dali Kape (301566.SZ) focuses on the research, development, production, and sales of capacitors, primarily RF microwave MLCCs, with SLCC products having a relatively low contribution to total revenue as of Q3 2025 [1] Group 1 - The company specializes in RF microwave MLCC capacitor technology [1] - SLCC products are primarily used in military electronics and optical communication fields [1] - As of Q3 2025, SLCC products account for a low proportion of the company's total revenue [1]

Core Viewpoint - The demand for high-end PCBs driven by AI is creating structural opportunities for copper-clad laminates, leading to price increases and heightened production capacity utilization among manufacturers [1] Company Summary - Jintao Laminates (01888) saw its stock rise nearly 3%, with a current price of HKD 11.38 and a trading volume of HKD 54.24 million [1] - The company has raised product prices multiple times this year due to cost pressures and demand benefits [1] Industry Summary - The AI-driven demand for copper-clad laminates is expected to significantly boost the market, with projections estimating the AI copper-clad laminate market to reach USD 2.2 billion by 2025, a 100% increase year-on-year [1] - By 2026, the market is anticipated to grow to USD 3.4 billion, a 60% increase, driven by ASIC volume and upgrades in NVIDIA's new products [1] - The market is projected to reach USD 5.8 billion by 2028, with a compound annual growth rate (CAGR) of 52% from 2024 to 2028 [1]

Group 1 - The core point of the article highlights the recent performance of Shengyi Technology, which saw a 5.1% increase in stock price, reaching 58.16 yuan per share, with a trading volume of 1.681 billion yuan and a market capitalization of 141.278 billion yuan [1] - Shengyi Technology, established on June 27, 1985, and listed on October 28, 1998, is located in Dongguan, Guangdong Province. The company specializes in the design, production, and sales of copper-clad laminates, bonding sheets, printed circuit boards, ceramic electronic components, LCD products, electronic-grade glass cloth, epoxy resin, copper foil, flexible electronic materials, display materials, packaging materials, and insulation materials [1] - The main revenue composition of Shengyi Technology includes copper-clad laminates and bonding sheets at 65.96%, printed circuit boards at 28.63%, comprehensive utilization of waste resources at 3.37%, and other sources at 2.04% [1] Group 2 - From the perspective of fund holdings, data shows that Changcheng Fund has one fund heavily invested in Shengyi Technology. The Changcheng Hengkang Steady Pension One-Year Mixed Fund (FOF) A (007705) held 4,600 shares in the third quarter, accounting for 0.22% of the fund's net value, ranking as the tenth largest holding [2] - The Changcheng Hengkang Steady Pension One-Year Mixed Fund (FOF) A (007705) was established on June 3, 2020, with a current scale of 106 million yuan. Year-to-date returns are 6.09%, ranking 734 out of 1,036 in its category; the one-year return is 6.41%, ranking 723 out of 1,016; and since inception, the return is 8.2% [2]

截至发稿，罗文杰累计任职时间12年221天，现任基金资产总规模1704.45亿元，任职期间最佳基金回报 145.85%， 任职期间最差基金回报-47.6%。 11月25日，顺络电子涨5.31%，截至发稿，报36.08元/股，成交4.31亿元，换手率1.61%，总市值290.92 亿元。 资料显示，深圳顺络电子股份有限公司位于广东省深圳市龙华区观澜街道大富苑工业区顺络观澜工业 园，成立日期2000年9月8日，上市日期2007年6月13日，公司主营业务涉及片式电感器和片式压敏电阻 器等新型电子元器件的研发、生产和销售。主营业务收入构成为：片式电子元件99.13%，其他0.87%。 从顺络电子十大流通股东角度 数据显示，南方基金旗下1只基金位居顺络电子十大流通股东。南方中证500ETF（510500）三季度减持 19.53万股，持有股数1174.67万股，占流通股的比例为1.55%。根据测算，今日浮盈赚取约2137.91万 元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1400.98亿。今年以来收益21.84%，同类 排名1924/4206；近一年收益21.27%，同类排名2002/ ...

每经头条（nbdtoutiao）——大鹏工业战略配售"肥"了自家人！认购价9元，上市首日涨到118元，实控 人和亲哥哥凭配售一天浮盈2492万元 每经AI快讯，紫建电子（SZ 301121，收盘价：39.1元）11月24日晚间发布公告称，截至本公告日，朱 传钦累计质押股数为530万股，占其所持股份比例为18.0146%。朱金花累计质押股数为264万股，占其 所持股份比例约为65.28%。 截至发稿，紫建电子市值为39亿元。 2025年1至6月份，紫建电子的营业收入构成为：电子元器件制造占比100.0%。 （记者 曾健辉） ...

证券日报网讯 顺络电子11月24日发布公告，在公司回答调研者提问时表示，贵重金属在原材料成本中 的占比较小，且随着电子元器件向"轻、薄、短、小"趋势发展，单位产品的原材料耗用量越来越少，原 材料单位成本占比也越来越小，对公司生产成本的影响十分有限，从财务指标上看，原材料成本对毛利 率的影响越来越小。公司通过与供应链长期合作，尤其是一路一同成长的国产供应链体系，可以相对实 现平抑由于原材料价格高波动带来的影响，拥有优秀的供应链管理能力；同时公司通过不断进行技术创 新、工艺创新、设备创新、提高技术水平及管理水平来实现生产效率的提升，且公司参与核心大客户的 早期研发设计阶段，自动化程度高、工艺技术和制程不断改进和创新，较大程度上保障了公司的毛利率 水平。 （编辑 袁冠琳） ...