内容概要：电子制造服务(EMS)业务模式是全球电子制造业目前最主流的业务模式，也是全球电子产业 链专业化分工的结果，其产生和发展得益于全球电子产品制造外包业务的推动。全球电子科技日新月 异，各类产品层出不穷，越来越短的产品更新换代周期为电子行业带来了巨大的市场需求，这也将直接 导致电子制造服务业(EMS)业务量的增加。2025年，全球电子制造服务业(EMS)市场规模约42538.4亿 元，预计2026年全球电子制造服务业(EMS)市场规模有望达到45277.7亿元。中国是全球最大的电子制造 服务市场，对全球电子产品的稳定供应具有重要作用。近年来，中国电子产业一直保持了快速的发展势 头，目前已成为世界最重要的电子制造基地，全球大部分EMS公司都在中国设立生产基地。中国成为 电子制造服务业(EMS)的核心所在，是中国的电子产业链完整度高、制造配套体系完善、并具有相当的 规模和配套能力。2019年中国电子制造服务业(EMS)市场规模15759亿元，2024年中国电子制造服务业 (EMS)市场规模约20000亿元，2025年有望突破22000亿元。 上市企业：比亚迪电子（HK0285）、环旭电子(601231)、崇达 ...

今年以来易德龙已经1次登上龙虎榜，最近一次登上龙虎榜为9月15日。 资料显示，苏州易德龙科技股份有限公司位于江苏省苏州相城经济开发区春兴路50号，成立日期2001年 5月31日，上市日期2017年6月22日，公司主营业务涉及为通讯、工业控制、汽车电子、医疗电子、消费 电子等领域的客户提供电子制造服务。主营业务收入构成为：电子元器件销售99.91%，其他0.08%，技 术检测服务0.01%。 易德龙所属申万行业为：电子-消费电子-消费电子零部件及组装。所属概念板块包括：汽车电子、消费 电子、机器人概念、云计算、5G等。 12月2日，易德龙盘中下跌2.02%，截至13:14，报35.94元/股，成交4534.59万元，换手率0.78%，总市值 57.66亿元。 资金流向方面，主力资金净流入462.12万元，特大单买入186.74万元，占比4.12%，卖出0.00元，占比 0.00%；大单买入658.57万元，占比14.52%，卖出383.19万元，占比8.45%。 易德龙今年以来股价涨49.81%，近5个交易日涨0.14%，近20日跌8.55%，近60日跌17.91%。 分红方面，易德龙A股上市后累计派现4.13 ...

Core Viewpoint - Jin Baize's stock performance shows a slight increase, with a notable decrease in net financing buy, indicating potential investor caution and a low financing balance compared to historical levels [1][2]. Financing Summary - On November 12, Jin Baize had a financing buy of 3.86 million yuan and a financing repayment of 4.71 million yuan, resulting in a net financing buy of -0.85 million yuan [1]. - The total financing balance as of November 12 is 137 million yuan, accounting for 4.67% of the circulating market value, which is below the 40th percentile of the past year [1]. - There were no shares sold or repaid in the securities lending market on the same day, with a lending balance of 0, indicating a high level of inactivity compared to the 90th percentile of the past year [1]. Company Overview - Jin Baize Electronics Technology Co., Ltd. was established on May 28, 1997, and listed on August 11, 2021. The company focuses on electronic product research and hardware innovation, aiming to be a distinctive integrated service provider in electronic design and manufacturing [1]. - The main business revenue composition includes: printed circuit boards (55.28%), electronic manufacturing services (33.33%), sci-tech platform services (6.88%), electronic design services (2.33%), and other services (2.18%) [1]. Financial Performance - For the period from January to September 2025, Jin Baize achieved an operating income of 531 million yuan, representing a year-on-year growth of 6.43%. However, the net profit attributable to the parent company was 7.03 million yuan, reflecting a significant year-on-year decrease of 67.18% [2]. - Since its A-share listing, Jin Baize has distributed a total of 29.82 million yuan in dividends, with 22.04 million yuan distributed over the past three years [3].

Group 1: Company Overview - Shenzhen Jinbai Technology Co., Ltd. is located in the New Generation Industrial Park, Meilin Zhongkang Road, Futian District, Shenzhen, Guangdong Province, established on May 28, 1997, and listed on August 11, 2021 [1] - The company focuses on electronic product research and hardware innovation, aiming to become a distinctive integrated service provider in electronic design and manufacturing [1] - The main business revenue composition includes: printed circuit boards (55.28%), electronic manufacturing services (33.33%), sci-tech platform services (6.88%), electronic design services (2.33%), and others (2.18%) [1] Group 2: Financial Performance - As of September 30, the number of shareholders for Jinbai increased to 14,600, a rise of 5.17%, while the average circulating shares per person decreased by 4.91% to 5,394 shares [2] - For the period from January to September 2025, the company achieved operating revenue of 531 million, representing a year-on-year growth of 6.43%, while the net profit attributable to the parent company was 7.03 million, a decrease of 67.18% year-on-year [2] Group 3: Market Activity - On November 6, Jinbai's stock price fell by 0.93%, with a trading volume of 104 million [1] - The financing data for November 6 shows that Jinbai had a financing buy-in amount of 9.36 million and a financing repayment of 15.17 million, resulting in a net financing outflow of 5.81 million [1] - The total margin trading balance as of November 6 was 156 million, accounting for 5.05% of the circulating market value, indicating a high level compared to the past year [1]

Core Viewpoint - Yidelong's stock price has shown significant volatility in 2023, with a year-to-date increase of 75.32%, but a recent decline of 15.37% over the past 20 days, indicating potential market fluctuations and investor sentiment changes [2]. Financial Performance - As of January to June 2025, Yidelong achieved a revenue of 1.171 billion yuan, representing a year-on-year growth of 15.64%, while the net profit attributable to shareholders was 115 million yuan, up 31.06% year-on-year [3]. - The company has distributed a total of 413 million yuan in dividends since its A-share listing, with 224 million yuan distributed over the past three years [4]. Stock Market Activity - On October 21, Yidelong's stock rose by 2.06%, reaching 42.06 yuan per share, with a trading volume of 58.1782 million yuan and a turnover rate of 0.87%, resulting in a total market capitalization of 6.748 billion yuan [1]. - The net inflow of main funds was 1.7233 million yuan, with large orders accounting for 8.19% of purchases and 5.22% of sales [1]. Shareholder Information - As of September 30, 2025, Yidelong had 11,700 shareholders, an increase of 9.35% from the previous period, with an average of 13,712 circulating shares per shareholder, down 8.55% [3]. - Among the top ten circulating shareholders, E Fund Kexun Mixed Fund ranked sixth with 2.1132 million shares, an increase of 146,300 shares from the previous period, while E Fund Kairong Mixed Fund entered as a new shareholder with 1.5616 million shares [4].

Core Points - The stock price of Yidelong has decreased by 2.02% on October 17, trading at 41.23 CNY per share with a market capitalization of 6.615 billion CNY [1] - Yidelong's stock has increased by 71.86% year-to-date, but has seen a decline of 9.42% in the last five trading days and 8.36% in the last twenty days [1] - The company has a primary business focus on providing electronic manufacturing services across various sectors including telecommunications, industrial control, automotive electronics, medical electronics, and consumer electronics [1] Financial Performance - As of September 30, Yidelong reported a total of 11.71 billion CNY in revenue for the first half of 2025, reflecting a year-on-year growth of 15.64%, and a net profit of 1.15 billion CNY, up 31.06% [2] - The company has distributed a total of 4.13 billion CNY in dividends since its A-share listing, with 2.24 billion CNY distributed over the past three years [3] Shareholder Information - As of September 30, the number of Yidelong shareholders increased by 9.35% to 11,700, while the average number of circulating shares per shareholder decreased by 8.55% to 13,712 shares [2] - Notable institutional holdings include Yifangda Kexun Mixed Fund, which is the sixth largest shareholder with 2.1132 million shares, and Yifangda Kairong Mixed Fund, which is a new ninth largest shareholder with 1.5616 million shares [3]

Group 1 - The company focuses on two main business areas: internet information services and intelligent manufacturing in electronics and communications [1] - The business segments include mobile information services, communication infrastructure connection products, wireless data terminal products, and electronic manufacturing services [1] - The company currently does not engage in any robotics-related products [1]

Core Viewpoint - Yidelong's stock price has experienced significant fluctuations, with a year-to-date increase of 90.50% but a recent decline of 10.83% over the past five trading days [1]. Financial Performance - For the first half of 2025, Yidelong achieved a revenue of 1.171 billion yuan, representing a year-on-year growth of 15.64%. The net profit attributable to shareholders was 115 million yuan, reflecting a growth of 31.06% [2]. - Since its A-share listing, Yidelong has distributed a total of 413 million yuan in dividends, with 224 million yuan distributed over the past three years [3]. Shareholder Information - As of September 19, 2025, Yidelong had 10,700 shareholders, an increase of 1.90% from the previous period. The average number of circulating shares per shareholder decreased by 1.87% to 14,994 shares [2]. - Among the top ten circulating shareholders, E Fund Kexin Mixed Fund (110029) is the sixth largest, holding 2.1132 million shares, an increase of 146,300 shares from the previous period. E Fund Kairong Mixed Fund (006533) is a new entrant as the ninth largest shareholder, holding 1.5616 million shares [3]. Stock Market Activity - On October 10, Yidelong's stock price fell by 2.02% to 45.70 yuan per share, with a trading volume of 91.2683 million yuan and a turnover rate of 1.23%. The total market capitalization is 7.332 billion yuan [1]. - The net outflow of main funds was 4.658 million yuan, with large orders accounting for 16.41% of purchases and 21.51% of sales [1].

Core Points - The company Jinbaize experienced a trading volume of 84.0185 million yuan on October 9, with a financing net buy of -2.4678 million yuan [1] - As of June 30, 2025, Jinbaize reported a revenue of 338 million yuan, a year-on-year increase of 2.93%, but a significant decline in net profit by 78.84% to 3.4246 million yuan [2] Financing and Margin Trading - On October 9, Jinbaize had a financing balance of 142 million yuan, accounting for 4.85% of its market capitalization, which is above the 60th percentile of the past year [1] - The company had no short selling activity on October 9, with a margin balance of 0 yuan, indicating a high position relative to the past year [1] Shareholder and Dividend Information - As of June 30, 2025, the number of shareholders increased by 8.07% to 13,900, while the average circulating shares per person decreased by 7.47% to 5,672 shares [2] - Since its A-share listing, Jinbaize has distributed a total of 29.8247 million yuan in dividends, with 22.0371 million yuan distributed over the past three years [3] Business Overview - Jinbaize, established on May 28, 1997, and listed on August 11, 2021, focuses on electronic product R&D and hardware innovation, with a revenue composition of 55.28% from printed circuit boards, 33.33% from electronic manufacturing services, and smaller contributions from other services [1]

Core Viewpoint - Yidelong's stock price has experienced significant fluctuations, with a year-to-date increase of 95.46% but a recent decline of 6.22% over the past five trading days [2]. Company Overview - Yidelong Technology Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on May 31, 2001. The company went public on June 22, 2017. Its main business involves providing electronic manufacturing services to clients in various sectors, including communications, industrial control, automotive electronics, medical electronics, and consumer electronics [2]. - The revenue composition of Yidelong is as follows: 99.91% from electronic component sales, 0.08% from other sources, and 0.01% from technical testing services [2]. Financial Performance - For the first half of 2025, Yidelong achieved a revenue of 1.171 billion yuan, representing a year-on-year growth of 15.64%. The net profit attributable to the parent company was 115 million yuan, reflecting a year-on-year increase of 31.06% [2]. - Since its A-share listing, Yidelong has distributed a total of 413 million yuan in dividends, with 224 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, Yidelong had 10,700 shareholders, an increase of 1.90% from the previous period. The average number of circulating shares per shareholder was 14,994, a decrease of 1.87% [2]. - Among the top ten circulating shareholders, E Fund Kexun Mixed Fund (110029) ranked as the sixth largest with 2.1132 million shares, an increase of 146,300 shares from the previous period. E Fund Kairong Mixed Fund (006533) entered the list as the ninth largest shareholder with 1.5616 million shares [3].