2025年上半年，国内经济回升向好，好利科技紧抓机遇，两大业务线协同发力，推动公司实现高质量发 展。其中，电力熔断器业务板块紧扣新能源产业发展脉搏，以赛道聚焦为核心，通过优化产品结构、构 建覆盖风电、光伏、储能及充电设施的全方位产品体系，同步加速产能提升与研发投入，多渠道探索新 能源电动汽车市场，实现营业收入1.42亿元，同比增长56.69%。电子熔断器业务板块则以创新驱动增 长，通过扩充新产品矩阵、拓宽应用场景、加快自动化产线布局多措并举实现营收7107.12万元，同比 增长12.87%。报告期内，公司针对中高端家电市场三端保险丝业务也已显现良好发展态势。 在2021年我国提出"双碳"目标，新能源市场迎来历史性发展转折点背景下，好利科技凭借敏锐的市场嗅 觉和前瞻性的战略抉择，基于对下游市场需求的精准研判，主动调整市场策略，将资源向新能源领域的 产品创新、技术研发等方面倾斜，通过聚焦光伏、风电、储能等新能源领域的电力熔断器产品，培育新 的业绩增长极。至2025年上半年，公司电力熔断器产品的营收占比已从2021年的20.88%增长至 64.28%，超越传统电子熔断器业务成为公司业绩贡献最大的板块。 8月27日晚 ...

Group 1 - The core viewpoint of the news is that Haoli Technology is facing regulatory scrutiny due to information disclosure violations by its actual controller and director, Tang Qiqing, which has resulted in a fine but is not expected to significantly impact the company's operations [1] - The China Securities Regulatory Commission (CSRC) has imposed a fine of 4 million yuan on Tang Qiqing and his associate Kang Wei for failing to disclose their concerted action relationship, with Kang Wei responsible for 2.5 million yuan and Tang Qiqing for 1.5 million yuan [1] - Haoli Technology asserts that the administrative penalty is directed at Tang Qiqing personally and will not affect the company's daily operations or its compliance with stock exchange regulations [1] Group 2 - Haoli Technology is a leading enterprise in China's circuit protection component industry, primarily producing electronic fuses and power fuses for various applications including household appliances and renewable energy [2] - For the full year of 2024, Haoli Technology achieved a revenue of 376 million yuan, representing a year-on-year growth of 39.73%, and a net profit attributable to shareholders of 36.7 million yuan, up 102.36% [2] - The company forecasts a net profit of 29 to 35 million yuan for the first half of 2025, indicating a year-on-year increase of 41.99% to 71.37% [2] - The increase in net profit is attributed to sustained focus on core fuse business, growth in sales of power fuses in renewable energy sectors, enhanced R&D, and diversification of sales channels [2]

Core Viewpoint - Yangjie Technology has terminated its original plan to acquire Better Electronics through a combination of issuing shares and cash payments, opting instead to pursue a cash acquisition plan [2][3]. Group 1: Acquisition Details - Yangjie Technology signed a cash acquisition intention agreement with six major shareholders of Better Electronics on July 2, 2025, indicating a shift to negotiate a cash purchase of all or part of Better Electronics' shares [3][11]. - The original acquisition plan involved issuing shares and cash to 67 parties for 100% of Better Electronics, but the new plan significantly reduces the number of parties involved to just six [7][8]. - The decision to terminate the original plan was influenced by the changing capital market environment and the inability to reach an agreement on the terms of the share issuance and cash payment [8]. Group 2: Financial Performance - Yangjie Technology reported a revenue of 6.033 billion yuan in 2024, a year-on-year increase of 11.53%, and a net profit of 1.002 billion yuan, up 8.50% [12]. - In the first quarter of 2025, the company continued its growth trajectory with a revenue of 1.579 billion yuan, representing an 18.90% increase year-on-year, and a net profit of 273 million yuan, up 51.22% [12]. Group 3: Market Position and Strategy - Better Electronics specializes in the research, production, and sales of power electronic protection components, which aligns with Yangjie Technology's strategic focus on over-voltage protection products [11]. - The acquisition is expected to enhance Yangjie Technology's market position and competitiveness in the downstream customer segment [11].

Financial Performance - In 2024, the company achieved operating revenue of 65,949.99 million yuan, a year-on-year increase of 16.94% [2] - The total profit for 2024 was 12,236.61 million yuan, reflecting a growth of 17.49% year-on-year [2] - The net profit attributable to shareholders was 10,555.23 million yuan, with a year-on-year increase of 17.39% [2] - In Q1 2025, the company reported operating revenue of 1.67 billion yuan, a significant growth of 18.8% year-on-year, and a net profit of 34,41.29 million yuan, up 57.71% year-on-year [3] Market Position and Competitiveness - The company ranks higher in net profit compared to its operating revenue among peers, indicating strong profitability and efficiency despite not being the largest in size [2] - The company has established long-term stable relationships with leading clients in various industries, enhancing its market position [3] Growth Strategies - The company plans to strengthen R&D investment and optimize product structure to adapt to market changes, particularly in emerging markets like new energy vehicles and AI [3] - The company aims to expand its presence in high-growth sectors such as AI computing, photovoltaic energy storage, and automotive electronics [5] Risk Management - Investors are advised to be aware of potential risks from international market fluctuations and raw material price volatility [3] - The company emphasizes the importance of maintaining investor confidence through transparent communication and proactive engagement [6] Future Outlook - The company is optimistic about its future performance based on Q1 2025 data, with expectations for continued growth driven by effective cost control and market expansion [3] - The demand for electronic components is expected to rise with the ongoing development of new technologies and applications [5] Product Development - The company is focusing on three main product lines: precision current sensing resistors, power fuses, and current sensors, with ongoing product launches and capacity expansion [9] - The current sensor market is anticipated to grow significantly, particularly in applications related to new energy vehicles and photovoltaic systems [9] Investor Relations - The company is committed to enhancing its visibility in the capital market and improving investor relations through various communication channels [6] - There is a need for increased promotional efforts to raise awareness of the company's developments among investors [5]

Group 1: Financial Performance - In 2024, the company achieved operating revenue of 376 million yuan, a year-on-year increase of 39.73%, and a net profit attributable to shareholders of 36.7 million yuan, up 102.36% [1] - For Q1 2025, the company continued its strong growth, reporting operating revenue of 101 million yuan, a 55.59% increase year-on-year, and a net profit of 17.33 million yuan, up 186.08% [1] Group 2: Business Focus and Market Position - The company is focusing on the renewable energy sector, building a comprehensive product system that includes wind power, solar energy, energy storage, and charging facilities, with the core business of power fuses showing significant growth [2] - In the renewable electric vehicle market, the company is enhancing its technological reserves through industry-academia-research cooperation to solidify its future market positioning [2] Group 3: R&D and Operational Efficiency - In 2024, the company invested 21.63 million yuan in R&D, a year-on-year increase of 11.02%, focusing on advanced technologies such as circuit safety components and incentive fuses [3] - The company is advancing its digital transformation by integrating various management systems, significantly improving operational decision-making efficiency [3] Group 4: Strategic Outlook - Analysts indicate that the company has successfully optimized its business structure by seizing opportunities in the renewable energy industry, which may open broader growth prospects due to its technological barriers and market advantages in the power fuse sector [4]

星标 ★ IPO日报 精彩文章第一时间推送 又一家IPO撤否公司，改道"牵手"上市公司。 3月13日午间，扬杰科技披露公告称，公司拟以发行股份及支付现金方式购买东莞市贝特电子科技股份有限公司（以下简称"贝特电子"）控制权，并募集 配套资金。 公司证券自3月13日开市起开始停牌，公司预计在不超过10个交易日的时间内申请复牌。 制图：佘诗婕 标的公司曾冲击创业板IPO 01 一些投资者对于上市公司此次收购的贝特电子或许并不陌生。 此前，贝特电子曾在新三板挂牌。具体来看，贝特电子于2016年4月25日正式在股转系统挂牌并公开转让。2018年7月11日，该公司终止挂牌。 贝特电子曾有过一段IPO经历。2023年6月，贝特电子创业板IPO获得受理，公司拟首发募资5.5亿元，不过在2024年8月IPO撤单。 据悉，贝特电子主要从事电力电子保护元件及相关配件的研发、生产与销售，主要产品有电力熔断器、电子熔断器、自恢复保险丝、一次性热熔断体及可 复位温控器等。 2021年至2023年，公司营业收入分别为4.49亿元、5.61亿元及6.27亿元，净利润分别约为3392.49万元、9025.17万元和1.10亿元，扣非归母净利润 ...

证券代码：301458 证券简称：钧崴电子 编号：2025-006 钧崴电子科技股份有限公司 关于使用募集资金置换预先投入募投项目及已支付发行费用的 自筹资金的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 钧崴电子科技股份有限公司（以下简称"公司"或"钧崴电子"）于 2025 年 2 月 25 日分别召开第一届董事会第十五次会议和第一届监事会第十四次会议，审议通过了《关 于使用募集资金置换预先投入募投项目及已支付发行费用的自筹资金的议案》，同意使 用募集资金 27,243.97 万元置换预先已投入募集资金投资项目及已支付发行费用的自 筹资金。 现将有关事项公告如下： 一、募集资金基本情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意钧崴电子科技股 份有限公司首次公开发行股票注册的批复》（证监许可〔2024〕1487 号）同意注册，钧 崴电子科技股份有限公司（以下简称"公司"）首次公开发行人民币普通股（A 股） 66,666,700 股，每股面值人民币 1.00 元，每股发行价格为 10.40 元，募集资金总额为 693,333,680. ...