格隆汇9月15日丨金禄电子(301282.SZ)在投资者互动平台表示，关于固态电池的商用时间，公司不予置 评，您可以查询各家动力电池厂商的说明。公司在《2025年半年度报告》主营业务分析中首次提及固态 电池，表述为"配合下游客户成功研制固态电池 BMS 用 PCB"，系对公司上半年产品开发的客观陈述； 后续在互动易平台就投资者对固态电池的相关提问，公司的回复表述为"目前固态电池尚未在电动汽车 上实现大规模量产，公司配合下游客户研制的固态电池BMS用PCB亦处于前期研制阶段，尚未大批量 量产""公司密切关注固态电池的技术发展和市场应用，积极进行产品适配""除传统动力电池厂商外，公 司亦积极寻求与固态电池新势力的合作""就公司已成功研制的固态电池BMS用PCB而言，其单位价值高 于公司已在大规模量产的动力电池BMS用PCB，固态电池的大规模量产和装机应用有利于配套PCB的需 求增长"。固态电池近期是资本市场的热点，部分动力电池上市公司股价呈现上涨态势，但公司在回复 投资者提问时并未提及任何固态电池客户名称，没有蹭相关个股的热度。综上所述，公司严格按照相关 规定履行信息披露义务，在互动易平台关于固态电池的回复均以事 ...

Core Viewpoint - The company is closely monitoring the technological development and market application of solid-state batteries, indicating a proactive approach to product adaptation [1] Group 1: Company Developments - The company has successfully developed a PCB for BMS used in solid-state batteries, which has a higher unit value compared to the PCB for BMS used in mass-produced power batteries [1] - The large-scale production and installation application of solid-state batteries are expected to drive the demand growth for supporting PCBs [1]

Group 1 - The company is closely monitoring the technological development and market application of solid-state batteries [1] - The company has successfully developed PCB for BMS used in solid-state batteries, which has a higher unit value compared to the PCB for BMS used in mass-produced power batteries [1] - The large-scale production and installation application of solid-state batteries will drive the demand growth for supporting PCBs [1]

Group 1 - The core viewpoint is that solid-state batteries have not yet achieved large-scale production for electric vehicles, and the company is in the early stages of developing solid-state battery BMS PCBs in collaboration with downstream customers [1] - The company is unable to disclose specific customer details due to confidentiality requirements [1]

格隆汇8月21日丨金禄电子(301282.SZ)在投资者互动平台表示，公司已配合下游客户成功研制固态电池 BMS用PCB，公司将密切关注电池技术创新，积极进行产品适配。 ...

Core Viewpoint - Jinlu Electronics (301282) has successfully developed PCB for solid-state battery BMS in collaboration with downstream customers and will closely monitor battery technology innovations for product adaptation [1] Group 1: Product Development - The company has successfully developed PCB for solid-state battery BMS [1] - Jinlu Electronics is actively engaged in product adaptation to align with battery technology innovations [1] Group 2: Automotive Applications - The company’s PCBs are applied in automotive autonomous driving components, including radar, cameras, P-box, and domain controllers [1] - The existing technological accumulation of the company meets the needs of current customers and supports its own development [1]

Core Insights - Jinlu Electronics (301282) reported a revenue of 934 million yuan for the first half of 2025, representing a year-on-year growth of 24.19% [1] - The net profit attributable to shareholders reached 52.36 million yuan, up 32.19% year-on-year, while the net profit excluding non-recurring gains and losses surged by 79.41% to 46.50 million yuan [1] - Basic earnings per share increased by 29.63% to 0.35 yuan per share [1] Revenue and Profit Growth - The growth in performance is primarily driven by increased demand in downstream applications such as new energy vehicles and communication electronics [1] - Systematic cost reduction and efficiency improvement efforts have enhanced profitability [1] Product Development and Market Position - The company continues to strengthen its advantage in the smart electric vehicle sector, successfully developing and mass-producing PCB for solid-state battery BMS and electric drive products based on a 900V high-voltage architecture [1] - Jinlu Electronics is accelerating its expansion into emerging industries such as artificial intelligence and computing infrastructure, with successful development of rigid boards for 28-layer servers and mass production of copper paste sintered composite substrates and high-speed rigid boards [1] Customer Base and Collaboration - The company's PCB products are undergoing rapid upgrades focusing on high frequency, high speed, multi-layer, special processes, and advanced HDI [1] - The customer structure has been further optimized, establishing collaborations with industry chain enterprises such as Leap Motor and Weipai Technology [1]

| 金禄电子科技股份有限公司 | | 2025 | 年半年度报告摘要 | | | --- | --- | --- | --- | --- | | 证券代码：301282 | 证券简称：金禄电子 | | 公告编号： | | | 2025-042 | | | | | | 金禄电子科技股份有限公司 | 2025 年半年度报告摘要 | | | | | 一、重要提示 | | | | | | 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及 | | | | | | 未来发展规划，投资者应当到证监会指定媒体仔细阅读半年度报告全文。 | | | | | | 所有董事均已出席了审议本报告的董事会会议。 | | | | | | 非标准审计意见提示 | | | | | | □适用 ?不适用 | | | | | | 董事会审议的报告期利润分配预案或公积金转增股本预案 | | | | | | □适用 ?不适用 | | | | | | 公司计划不派发现金红利，不送红股，不以公积金转增股本。 | | | | | | 董事会决议通过的本报告期优先股利润分配预案 | | | | | | □适用 ?不适用 | | | ...