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电连技术(300679):2025年半年报点评:25H1核心业务稳步增长,多维度布局巩固未来
Minsheng Securities· 2025-08-25 11:31
电连技术(300679.SZ)2025 年半年报点评 25H1 核心业务稳步增长,多维度布局巩固未来 2025 年 08 月 25 日 ➢ 事件:8 月 21 日,电连技术发布 2025 年半年度报告,公司 25H1 实现收 入 25.24 亿元,同比增长 17.71%;实现归母净利润 2.43 亿元,同比减少 21.10%; 实现扣非归母净利润 2.39 亿元,同比减少 19.07%。 其中,公司 2Q25 实现收入 13.28 亿元,同比增长 20.26%,环比增长 11.04%; 实现归母净利润 1.19 亿元,同比减少 18.11%,环比减少 3.25%。 ➢ 聚焦核心业务,营业收入稳步向好。2025 年上半年,公司凭借在微型电连 接器、互连系统及 POGOPIN 等领域的长期战略布局优势,受益于汽车电子市场 的发展以及消费电子行业的弱复苏态势,同时成功进入全球主流智能手机品牌供 应链,25H1 营收实现增长。但受运营成本增加、产品结构变化等因素影响,整 体毛利率下降至 29.42%,同比减少 4.43pcts。 展望后续,公司将继续深耕汽车电子和消费电子等各应用领域,作为国内领先的 微型射频连接器及 ...
安费诺,又一单收购
半导体芯闻· 2025-08-19 10:30
Core Viewpoint - Amphenol has agreed to acquire Trexon, a defense market interconnect and cable component supplier, for approximately $1 billion in cash, with expected sales of $290 million in 2025 [1][2]. Group 1: Acquisition Details - The acquisition is expected to be funded using existing cash and is anticipated to be completed by the end of the year [1]. - Trexon, headquartered in Boston, employs around 1,100 people and operates factories in the U.S. and the U.K. [2][3]. - Amphenol's CEO expressed enthusiasm about the acquisition, highlighting Trexon's high-reliability cable component product line as complementary to Amphenol's existing defense market offerings [2]. Group 2: Background on Trexon and Audax - Audax Private Equity, which managed Trexon's platform formation in 2021, has supported the company through 11 additional acquisitions [1][2]. - Trexon has experienced significant growth and transformation under Audax's leadership, focusing on core competencies and expanding capabilities through both organic initiatives and acquisitions [3]. Group 3: Company Size and Workforce - Amphenol reported having approximately 125,000 employees globally, with about 12,000 based in the U.S. [3].