截至发稿，新亚电子市值为73亿元。 每经AI快讯，新亚电子（SH 605277，收盘价：22.56元）12月29日晚间发布公告称，公司第三届第九次 董事会会议于2025年12月29日在公司会议室召开。会议审议了《关于召开2026年第一次临时股东会的议 案》等文件。 2025年1至6月份，新亚电子的营业收入构成为：消费电子及工业控制线材占比38.13%，通信线缆及数 据线材占比31.86%，新能源系列线缆及组件占比20.72%，汽车线缆占比6.28%，其他业务占比3.01%。 每经头条（nbdtoutiao）——绕开光刻机"卡脖子"，中国新型芯片问世！专访北大孙仲：支撑AI训练和 具身智能，可在28纳米及以上成熟工艺量产 （记者 王晓波） ...

证券日报网讯12月18日，新亚电子（605277）在互动平台回答投资者提问时表示，公司主营业务为消费 电子及工业控制线材、汽车线缆、通信线缆及数据线材、新能源系列线缆及组件，暂无直接供应澜起科 技股份有限公司。 ...

证券日报网讯12月18日，新亚电子（605277）在互动平台回答投资者提问时表示，公司主营业务为消费 电子及工业控制线材、汽车线缆、通信线缆及数据线材、新能源系列线缆及组件等，应用领域涵盖智能 家用电器、计算机、智能办公、工控设备、机器人、医疗设备、通信基站、数据中心、AI服务器、新 能源光伏、储能、汽车等行业，暂无涉及航空航天领域。 ...

新亚电子（605277.SH）12月18日在投资者互动平台表示，公司主营业务为消费电子及工业控制线材、 汽车线缆、通信线缆及数据线材、新能源系列线缆及组件等，应用领域涵盖智能家用电器、计算机、智 能办公、工控设备、机器人、医疗设备、通信基站、数据中心、AI 服务器、新能源光伏、储能、汽车 等行业，暂无涉及航空航天领域。 （记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司生产的线缆能应用到数据中心和航空航天 方面吗？ ...

格隆汇12月18日丨新亚电子(605277.SH)在投资者互动平台表示，公司主营业务为消费电子及工业控制 线材、汽车线缆、通信线缆及数据线材、新能源系列线缆及组件等，应用领域涵盖智能家用电器、计算 机、智能办公、工控设备、机器人、医疗设备、通信基站、数据中心、AI 服务器、新能源光伏、储 能、汽车等行业，暂无涉及航空航天领域。 ...

格隆汇12月18日丨新亚电子(605277.SH)在投资者互动平台表示，公司主营业务为消费电子及工业控制 线材、汽车线缆、通信线缆及数据线材、新能源系列线缆及组件等，应用领域涵盖智能家用电器、计算 机、智能办公、工控设备、机器人、医疗设备、通信基站、数据中心、AI 服务器、新能源光伏、储 能、汽车等行业，暂无涉及航空航天领域。 ...

格隆汇12月18日丨新亚电子(605277.SH)在投资者互动平台表示，公司主营业务为消费电子及工业控制 线材、汽车线缆、通信线缆及数据线材、新能源系列线缆及组件，暂无直接供应澜起科技股份有限公 司。 ...

Group 1 - The core point of the article is that New Asia Electronics (SH 605277) held its third board meeting on November 10, 2025, to discuss the re-election of members for the remuneration and assessment committee [1] - The company's revenue composition for the first half of 2025 is as follows: 38.13% from consumer electronics and industrial control cables, 31.86% from communication cables and data cables, 20.72% from new energy cables and components, 6.28% from automotive cables, and 3.01% from other businesses [1] - As of the report, New Asia Electronics has a market capitalization of 7.5 billion yuan [1]

Group 1 - The core point of the article is that Xin Ya Electronics (SH 605277) held its sixth meeting of the third board of directors on October 10, 2025, to review the proposal for revising the "Audit Committee Work Rules" [1] - For the first half of 2025, Xin Ya Electronics reported a revenue composition where consumer electronics and industrial control cables accounted for 38.13%, communication cables and data cables for 31.86%, new energy series cables and components for 20.72%, automotive cables for 6.28%, and other businesses for 3.01% [1] - As of the time of reporting, Xin Ya Electronics had a market capitalization of 8.1 billion yuan [1]

Core Viewpoint - The article highlights the rapid growth of the high-speed cable market driven by the increasing demand for AI infrastructure, with a significant focus on the advancements made by Xinya Electronics in high-frequency and high-speed data cables [3][4]. Industry Overview - The global high-speed cable market is projected to grow from $1.2 billion in 2023 to $2.8 billion by 2028, achieving a compound annual growth rate (CAGR) of approximately 17.5% [3]. - High-speed copper cables, particularly Direct Attach Copper (DAC) and Active Electrical Cables (AEC), are expected to see substantial growth, with respective CAGRs of 25% and 45% [3]. Company Performance - Xinya Electronics reported a revenue of 1.945 billion yuan in the first half of 2025, marking a year-on-year increase of 19.57%, and a net profit of 99.176 million yuan, up 31.83% year-on-year [7]. - The company has developed a patented "lotus core structure" technology for high-speed copper cables, which enhances signal transmission efficiency and reduces dependency on imported materials and equipment [8][10]. Technological Advancements - The lotus core structure technology offers several advantages over traditional materials, including improved signal transmission, easier manufacturing processes, broader product specifications, and reduced reliance on imported materials [9][10]. - This technology has already been implemented in PCIe 6.0 and PCIe 7.0 products, with ongoing promotion in 224G/448G external high-speed copper cables [8]. Market Position and Strategy - Xinya Electronics has established a strong partnership with Amphenol, a global leader in server connectors, which has facilitated its entry into the high-end market [14][16]. - The company has diversified its business into four main areas: consumer electronics, communication, new energy, and automotive, with significant growth in high-frequency and high-speed cable segments [20][22]. Financial Challenges - Despite revenue growth, the net profit increase from 110 million yuan in 2019 to 150 million yuan in 2024 has been slower than revenue growth, indicating potential profitability concerns [23]. - The company's gross margin has declined from 21.9% in 2019 to 15.0% in 2024, attributed to rising copper prices and price wars in downstream industries [26]. - As of June 2025, Xinya Electronics had 260 million yuan in cash against 750 million yuan in short-term borrowings and 170 million yuan in long-term borrowings, indicating liquidity pressures [28].