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怡合达(301029.SZ):2025年前三季度,公司3C手机行业销售占比约23%
Ge Long Hui· 2025-11-28 10:04
Core Viewpoint - The company, Yihua (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium battery, automotive, photovoltaic, industrial robotics, and semiconductors [1] Group 1 - The company's product offerings include linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical products [1] - As of the first three quarters of 2025, the sales proportion of the 3C mobile phone industry accounted for approximately 23%, primarily supplying linear motion parts, transmission components, and electronic and electrical products [1]
怡合达(301029.SZ):有向智能电网领域厂商提供部分零部件,但占比较低
Ge Long Hui· 2025-11-28 09:36
Core Viewpoint - The company, Yihua (301029.SZ), operates as a one-stop procurement platform for non-standard automation equipment components, serving various industries including 3C, lithium battery, automotive, photovoltaic, industrial robotics, and semiconductors [1] Group 1: Company Overview - Yihua provides a wide range of products including linear motion parts, transmission components, pneumatic elements, aluminum profiles and accessories, industrial frame structure parts, machined parts, small mechanical parts, and electronic and electrical components [1] - The primary clientele consists of manufacturers of automation equipment [1] Group 2: Industry Application - The company's products are utilized across multiple sectors such as 3C, lithium batteries, automotive, photovoltaic, industrial robotics, and semiconductors [1] - Yihua also supplies some components to smart grid manufacturers, although this segment represents a relatively low proportion of its overall business [1]