11月24日，东南电子涨5.04%，截至发稿，报20.01元/股，成交3198.90万元，换手率2.38%，总市值 24.05亿元。 资料显示，东南电子股份有限公司位于浙江省乐清经济开发区纬十一路218号，成立日期1995年8月25 日，上市日期2022年11月9日，公司主营业务涉及微动开关产品的设计、研发、生产及销售。主营业务 收入构成为：家电微动开关及组件67.64%，其他12.97%，电动工具微动开关6.92%，智能低压微动开关 6.78%，汽车微动开关及组件5.69%。 从东南电子十大流通股东角度 数据显示，广发基金旗下1只基金位居东南电子十大流通股东。广发创业板指数增强A（025195）三季 度新进十大流通股东，持有股数25万股，占流通股的比例为0.7%。根据测算，今日浮盈赚取约24万 元。 广发创业板指数增强A（025195）基金经理为孙迪。 截至发稿，孙迪累计任职时间7年348天，现任基金资产总规模34.38亿元，任职期间最佳基金回报 234.15%， 任职期间最差基金回报-46.52%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论 ...

Core Viewpoint - Southeast Electronics has shown a mixed performance in its stock price, with a year-to-date increase of 25.98% but recent declines over various trading periods [1] Company Overview - Southeast Electronics, established on August 25, 1995, is located in the Leqing Economic Development Zone, Zhejiang Province. The company was listed on November 9, 2022, and specializes in the design, research and development, production, and sales of micro switches [1] - The revenue composition of Southeast Electronics includes: 67.64% from home appliance micro switches and components, 12.97% from other products, 6.92% from power tool micro switches, 6.78% from smart low-voltage micro switches, and 5.69% from automotive micro switches and components [1] Financial Performance - For the first half of 2025, Southeast Electronics achieved an operating income of 155 million yuan, representing a year-on-year growth of 3.87%. However, the net profit attributable to the parent company was 21.59 million yuan, reflecting a year-on-year decrease of 3.60% [1] - Since its A-share listing, the company has distributed a total of 107 million yuan in dividends [2] Shareholder Structure - As of June 30, 2025, the number of shareholders for Southeast Electronics was 8,217, an increase of 16.24% from the previous period. The average circulating shares per person were 4,364, up by 18.17% [1] - Among the top ten circulating shareholders, Dazhong Zhongzheng 360 Internet + Index A (002236) is the third-largest shareholder with 753,000 shares, an increase of 176,700 shares from the previous period. Nu'an Multi-Strategy Mixed A (320016) is the fifth-largest shareholder with 516,700 shares, being a new entrant. Meanwhile, Huaxia Zhongzheng 500 Index Enhanced A (007994) is the ninth-largest shareholder with 294,700 shares, a decrease of 237,900 shares from the previous period [2]

10月10日，东南电子跌0.35%，成交额3107.95万元。两融数据显示，当日东南电子获融资买入额169.66 万元，融资偿还119.47万元，融资净买入50.19万元。截至10月10日，东南电子融资融券余额合计 3932.68万元。 融资方面，东南电子当日融资买入169.66万元。当前融资余额3932.68万元，占流通市值的5.01%，融资 余额超过近一年80%分位水平，处于高位。 责任编辑：小浪快报 资料显示，东南电子股份有限公司位于浙江省乐清经济开发区纬十一路218号，成立日期1995年8月25 日，上市日期2022年11月9日，公司主营业务涉及微动开关产品的设计、研发、生产及销售。主营业务 收入构成为：家电微动开关及组件67.64%，其他12.97%，电动工具微动开关6.92%，智能低压微动开关 6.78%，汽车微动开关及组件5.69%。 截至6月30日，东南电子股东户数8217.00，较上期增加16.24%；人均流通股4364股，较上期增加 18.17%。2025年1月-6月，东南电子实现营业收入1.55亿元，同比增长3.87%；归母净利润2158.86万元， 同比减少3.60%。 分红方面，东南 ...

Core Viewpoint - Southeast Electronics has experienced a decline in stock price recently, despite a significant increase in stock price year-to-date, indicating potential volatility in the market [1] Company Overview - Southeast Electronics, established on August 25, 1995, is located in Leqing Economic Development Zone, Zhejiang Province, and was listed on November 9, 2022 [1] - The company specializes in the design, research and development, production, and sales of micro switches [1] - Revenue composition includes: 67.75% from home appliance micro switches and components, 13.99% from other products, 6.57% from power tool micro switches, 6.35% from automotive micro switches and components, and 5.34% from smart low-voltage micro switches [1] Stock Performance - As of August 29, the stock price of Southeast Electronics is 21.35 CNY per share, with a market capitalization of 2.566 billion CNY [1] - Year-to-date stock price increase is 36.61%, with a recent decline of 5.53% over the last five trading days and a slight decrease of 0.05% over the last 20 days [1] - The stock has increased by 10.68% over the last 60 days [1] Financial Performance - For the first half of 2025, the company achieved a revenue of 155 million CNY, representing a year-on-year growth of 3.87% [1] - The net profit attributable to shareholders was 21.59 million CNY, showing a year-on-year decrease of 3.60% [1] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 16.24% to 8,217, with an average of 4,364 circulating shares per person, up by 18.17% [1] - The company has distributed a total of 107 million CNY in dividends since its A-share listing [2] - Notable institutional shareholders include Dazhong Zhongzheng 360 Internet + Index A and Nuoan Multi-Strategy Mixed A, with changes in their holdings noted [2]

Group 1 - Southeast Electronics experienced a decline of 5.12% on August 28, with a stock price of 20.58 CNY per share, a trading volume of 63.13 million CNY, a turnover rate of 8.19%, and a total market capitalization of 2.473 billion CNY [1] - The company, established on August 25, 1995, is located in the Yejing Economic Development Zone, Zhejiang Province, and specializes in the design, research and development, production, and sales of micro switches [1] - The revenue composition of Southeast Electronics includes 67.75% from household appliance micro switches and components, 13.99% from other sources, 6.57% from power tool micro switches, 6.35% from automotive micro switches and components, and 5.34% from smart low-voltage micro switches [1] Group 2 - Among the top ten circulating shareholders of Southeast Electronics, one fund under Huaxia Fund holds shares, specifically the Huaxia CSI 500 Index Enhanced A (007994), which reduced its holdings by 237,900 shares in the second quarter, now holding 294,700 shares, representing 0.82% of circulating shares [2] - The estimated floating loss for Huaxia CSI 500 Index Enhanced A today is approximately 327,100 CNY [2] - The fund was established on March 25, 2020, with a latest scale of 3.135 billion CNY, achieving a year-to-date return of 19.55% and a one-year return of 47.38% [2]

Company Overview - Dongnan Electronics Co., Ltd. is located in Leqing Economic Development Zone, Zhejiang Province, and was established on August 25, 1995. The company went public on November 9, 2022. Its main business involves the design, research and development, production, and sales of micro switches [1]. Business Composition - The revenue composition of Dongnan Electronics is as follows: 67.75% from household appliance micro switches and components, 13.99% from other products, 6.57% from power tool micro switches, 6.35% from automotive micro switches and components, and 5.34% from smart low-voltage micro switches [1]. Stock Performance - On August 27, Dongnan Electronics' stock fell by 5.02%, closing at 21.75 CNY per share, with a trading volume of 79.16 million CNY and a turnover rate of 9.89%. The total market capitalization is 2.614 billion CNY [1]. Major Shareholders - Among the top ten circulating shareholders of Dongnan Electronics, a fund under Dacheng Fund holds a significant position. The Dacheng CSI 360 Internet + Index A fund (002236) increased its holdings by 58,100 shares in the first quarter, bringing its total to 576,300 shares, which accounts for 2.21% of the circulating shares [2]. Fund Performance - The Dacheng CSI 360 Internet + Index A fund, managed by Xia Gao, has a total asset size of 669.8 million CNY. Year-to-date, it has achieved a return of 37.4%, ranking 607 out of 4,222 in its category. Over the past year, the return is 92.9%, ranking 313 out of 3,766. Since its inception, the fund has returned 224.05% [2][3].

Group 1 - The "Technology Vice President" initiative in Leqing is revitalizing local industry upgrades by integrating academic resources into enterprises [1][3] - Southeast Electronics Co., Ltd. developed an AI-based micro switch tactile automation detection technology, significantly improving defect detection efficiency [1] - The local high-tech industries and strategic emerging industries in Leqing have seen an increase in manufacturing value-added growth rates that exceed the overall industrial growth rate [1] Group 2 - The initiative has successfully deployed 81 technology vice presidents in various enterprises, facilitating multiple provincial and municipal R&D projects [1][3] - Similar cases of industrial transformation through AI technology are emerging, such as dynamic pricing models and reduced R&D cycles in local companies [2] - Leqing plans to appoint over 70 additional technology vice presidents by 2025, enhancing the collaboration mechanism among universities, platforms, enterprises, and industry chains [3]

Group 1: Financial Performance - The company achieved a total revenue of 317 million in 2024, representing a year-on-year growth of 22.27% [4] - The net profit attributable to shareholders was 45.8492 million, an increase of 17.38% compared to the previous year [4] - The company's sales revenue from the automotive sector reached 20.16 million in 2024, showing a growth of 14.31% [8] Group 2: Business Strategy and Growth - The company plans to focus on the home appliance, automotive, new energy vehicles, smart low-voltage electrical appliances, and power tools sectors over the next 3-5 years [3] - The company is considering mergers and acquisitions to optimize resource allocation and support business growth [3] - The company aims to enhance its market share by deepening cooperation with existing major clients and exploring new business opportunities [8] Group 3: Shareholder Returns and Dividends - The company proposed a profit distribution plan for 2024, which includes a cash dividend of 5 yuan per 10 shares and a stock bonus of 4 shares for every 10 shares held [6] - The company emphasizes that the dividend plan does not directly equate to future performance commitments, urging investors to consider various factors [8] Group 4: Market and Industry Outlook - The company acknowledges the complex international political landscape but notes that sales to the U.S. account for a small proportion of total revenue, minimizing the impact of U.S. tariff policies [3] - The electronic components industry in China has experienced rapid growth since the 1990s, with significant opportunities in consumer electronics, automotive, and power tools sectors [9] Group 5: Operational Challenges and Adjustments - The company has adjusted the completion timeline for its fundraising projects due to various objective factors, with the new completion date set for November 2026 [8] - The company is actively monitoring raw material prices and has established internal controls to manage procurement effectively [9]