每经AI快讯，超颖电子（SH 603175，收盘价：77.46元）11月26日晚间发布公告称，公司第二届第一次 董事会临时会议于2025年11月26日在湖北省黄石市大冶市百花路19号锦江都城酒店以现场结合通讯方式 召开。会议审议了《关于聘任公司董事会秘书的议案》等文件。 每经头条（nbdtoutiao）——国开行辟谣的"人民资产"是什么？记者实探：号称投资600元80天赚8万 元！一位投资人的女儿：劝不住她，警察都拦不住 2024年1至12月份，超颖电子的营业收入构成为：汽车电子占比65.65%，显示占比10.46%，储存占比 7.66%，通信占比6.88%，消费电子占比4.55%。 （记者 张明双） 截至发稿，超颖电子市值为339亿元。 ...

证券日报网讯电连技术（300679）11月25日在互动平台回答投资者提问时表示，公司专注细分领域高质 量发展，以科技创新为核心驱动力，不断研发创新成果，为客户在汽车电子、消费电子、通信设备、物 联网等应用领域带来更优质产品和解决方案。 ...

Core Viewpoint - The company, Huazhong Xinchang, is aligning its industrial and technological reserves with the "14th Five-Year Plan," focusing on strategic emerging industries such as new energy vehicles, low-altitude economy, and next-generation energy technologies [1] Group 1: New Energy Vehicles - The company is developing capabilities in automotive electronics and intelligent cockpit technologies, enhancing the self-sufficiency of the domestic supply chain [1] Group 2: Low-altitude Economy - The company is entering the aviation electronics sector, preparing to meet the technical requirements for low-altitude economic equipment [1] Group 3: Next-generation Energy Technologies - The company is proactively investing in next-generation power battery technologies, aligning with the industrialization direction of new power batteries [1]

证券代码： 002232 证券简称：启明信息 启明信息技术股份有限公司投资者关系活动记录表 | 投资者关系活动 | 分析师会议 □特定对象调研 □ | | --- | --- | | 类别 □ | 媒体采访 业绩说明会 √ | | □ | 新闻发布会 □ 路演活动 | | □ | 现场参观 | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 年 月 日 (周五) 下午 2025 11 21 15:00~16:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、副总经理兼董事会秘书陈鑫 | | 员姓名 | | | | 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、新能源车市场的销售量逐渐同比增加，但公司的业务收 | | | 入同比减少，是否存在客户流失和订单减少。 | | | 您好，公司当前主营业务聚焦于管理软件、系统集成及汽车 | | | ...

Core Viewpoint - The report from Guohai Securities indicates that Top Group's revenue has increased quarter-on-quarter due to the sales growth of core customers in Q3 2025 [1] Group 1: Company Performance - The newly operational Hangzhou Bay Phase 9 factory, covering an area of 90,000 square meters, significantly enhances the production capacity for the air suspension business [1] - The automotive electronics segment is expected to continue being a major driver of revenue growth for the company [1] - Revenue growth is primarily attributed to increased sales from several major customers [1] Group 2: Industry Trends - In Q3 2025, Tesla's global delivery volume reached 497,000 units, reflecting a quarter-on-quarter growth of 29% [1] - According to Marklines, the quarter-on-quarter sales changes for various companies are as follows: Seres +16%, Geely +9%, BYD -3%, and Xiaomi +33% [1] - The company is recognized as a leading platform-based automotive parts enterprise in China, with a positive outlook for steady growth due to ongoing customer and product category expansion [1]

Core Insights - Top Group's stock price decreased by 1.07% on November 20, with a trading volume of 1.012 billion yuan [1] - The company experienced a net financing outflow of 64.82 million yuan on the same day, with a total financing and securities balance of 3.134 billion yuan [1] Financing Overview - On November 20, Top Group had a financing buy-in of 78.72 million yuan, while the current financing balance is 3.115 billion yuan, accounting for 3.00% of the circulating market value [1] - The financing balance is above the 80th percentile level over the past year, indicating a high level of financing activity [1] Securities Lending Overview - On November 20, Top Group repaid 3,300 shares in securities lending and sold 16,100 shares, amounting to 0.9631 million yuan based on the closing price [1] - The remaining securities lending balance is 31,740 shares, with a total value of 18.9854 million yuan, also exceeding the 80th percentile level over the past year [1] Business Performance - As of September 30, Top Group reported a total revenue of 20.928 billion yuan for the first nine months of 2025, representing a year-on-year growth of 8.14% [2] - The net profit attributable to shareholders decreased by 11.97% year-on-year, amounting to 1.967 billion yuan [2] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 30.02% to 143,700, while the average circulating shares per person decreased by 23.09% to 12,092 shares [2] - The company has distributed a total of 3.575 billion yuan in dividends since its A-share listing, with 2.059 billion yuan distributed in the last three years [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the second-largest circulating shareholder, holding 68.75 million shares, a decrease of 19.4261 million shares from the previous period [3] - Other major institutional shareholders, including various ETFs, have also seen reductions in their holdings [3]

Group 1 - The company focuses on semiconductor packaging testing equipment components and the new energy sector, providing services such as engineering testing, manufacturing, and supply chain management for brand manufacturers [2] - The company has seen growth in revenue and profit in recent years, responding to external challenges by expanding the market and improving internal efficiency [3] - The management will continue to focus on core business development to enhance profitability and create long-term investment value for shareholders [3][4] Group 2 - The company emphasizes the importance of its core customers and has confidentiality agreements in place, limiting the disclosure of specific client information [5] - Future strategic planning and industry outlook can be referenced in the company's 2024 annual report, highlighting a commitment to enhancing core competitiveness for sustainable development [4] - The company does not currently have products used in military applications [5]

深圳市实益达科技股份有限公司 证券代码： 002137 证券简称：实益达 投资者关系活动记录表 您好，公司与部分主要客户签署了保密协议，相关信息不便 披露，敬请谅解。感谢您对公司的关注！ 5、公司投资那些企业未开可能会上市，当前六和的上市状态是 什么，公司开发了那些大客户，公司产品有没有用于军工产品。 您好，参股公司会依据自身的发展需要适时选择适合自身的 融资方式和资本市场发展路径，关于参股公司的具体信息请以其 官网公布信息为准。公司与部分主要客户签署了保密协议，相关 信息不便披露。公司目前无用于军工的产品。感谢您对公司的关 注！ 6、董事长好请问公司供货给 ASMPT 的具体设备是啥?能透露吗 编号：2025-002 投资者关系活动 类别 □特定对象调研 □ 分析师会议 □ 媒体采访 □业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 √其他 （2025 年度深圳辖区上市公司网上集体接待日） 参与单位名称及 人员姓名 参与公司 2025 年度深圳辖区上市公司网上集体接待日活动的投 资者 时间 2025 年 11 月 20 日 (周四) 下午 14:30-17:00 地点 全景网"投资者关系互动平台"（ ...

Group 1: Automotive Electronics Business - The company focuses on R&D innovation, continuously enhancing product technology and expanding product lines, leading to a significant increase in the penetration rate of intelligent cockpit and driver assistance products [3] - The automotive electronics business has seen a notable increase in orders since Q3 2025, with production capacity under pressure, prompting the company to accelerate domestic and international capacity expansion [3] - The company has established partnerships with various domestic and international automotive brands, resulting in a substantial increase in the number of projects and the overall value per vehicle [3] Group 2: HUD Product Market Progress - The company has successfully secured projects with numerous domestic and international automotive clients for its HUD products, including major brands like Great Wall, BYD, and Ford [3] - The cumulative global shipment of HUD products has exceeded 3.5 million units, with expectations for continued high growth due to the increasing number of new projects entering mass production [3] Group 3: Precision Die Casting Business - The precision die casting business includes aluminum, zinc, and magnesium alloy product lines, providing comprehensive services from product development to manufacturing [4] - The company has become one of the most competitive players in the domestic precision die casting industry, with consistent growth in operating performance over the years [4] - The product offerings cater to various sectors, including new energy vehicles and intelligent cockpit systems, benefiting from trends in automotive lightweighting and electrification [4] Group 4: Robotics Sector Exploration - The company has over 20 years of experience in the automotive parts industry, with strong technical foundations in software, hardware, and precision machining, which can be leveraged in the robotics sector [4] - Current efforts are focused on exploring market opportunities in robotics, with ongoing development of related supporting businesses [4]

Core Viewpoint - The company is transferring its overseas subsidiary as part of its strategic planning to focus on its core business, aiming to adjust its domestic and international industrial structure for high-quality development [1] Group 1: Strategic Actions - The divestment of the overseas subsidiary is a significant measure to implement the company's strategic plan [1] - The funds raised from the equity sale will be prudently invested in three main sectors: aerospace applications, automotive electronics, and the Internet of Things [1] Group 2: Commitment to Shareholders - The company emphasizes its responsibility to all shareholders and aims to gradually implement investments based on business development needs [1] - The ultimate goal is to achieve high-quality development and actively reward all shareholders [1]