资料显示，南京新联电子股份有限公司位于江苏省南京市江宁经济技术开发区家园中路28号，成立日期 2003年9月25日，上市日期2011年2月11日，公司主营业务涉及用电信息采集系统的软、硬件研发、生 产、销售及服务;智能用电云服务业务。主营业务收入构成为：采集器及终端80.56%，电力柜14.71%， 其他2.76%，电能云服务1.97%。 新联电子所属申万行业为：电力设备-电网设备-电工仪器仪表。所属概念板块包括：电力物联网、低市 盈率、能源互联、小盘、智能电网等。 截至11月10日，新联电子股东户数5.67万，较上期增加7.59%；人均流通股14131股，较上期减少 7.05%。2025年1月-9月，新联电子实现营业收入5.50亿元，同比减少0.37%；归母净利润5.35亿元，同比 增长421.43%。 11月19日，新联电子盘中下跌2.12%，截至13:47，报6.94元/股，成交1.17亿元，换手率2.08%，总市值 57.88亿元。 资金流向方面，主力资金净流出2456.16万元，特大单买入112.30万元，占比0.96%，卖出526.33万元， 占比4.49%；大单买入1449.06万元，占比12. ...

资金流向方面，主力资金净流出2758.75万元，特大单买入115.43万元，占比0.82%，卖出1450.28万元， 占比10.29%；大单买入1963.01万元，占比13.93%，卖出3386.91万元，占比24.04%。 今年以来新联电子已经1次登上龙虎榜，最近一次登上龙虎榜为6月6日。 11月18日，新联电子盘中下跌2.08%，截至14:10，报7.06元/股，成交1.41亿元，换手率2.47%，总市值 58.88亿元。 资料显示，南京新联电子股份有限公司位于江苏省南京市江宁经济技术开发区家园中路28号，成立日期 2003年9月25日，上市日期2011年2月11日，公司主营业务涉及用电信息采集系统的软、硬件研发、生 产、销售及服务;智能用电云服务业务。主营业务收入构成为：采集器及终端80.56%，电力柜14.71%， 其他2.76%，电能云服务1.97%。 责任编辑：小浪快报 截至11月10日，新联电子股东户数5.67万，较上期增加7.59%；人均流通股14131股，较上期减少 7.05%。2025年1月-9月，新联电子实现营业收入5.50亿元，同比减少0.37%；归母净利润5.35亿元，同比 增长42 ...

Core Insights - The company, Xinlian Electronics, is a significant player in the domestic electric information collection system sector, focusing on software and hardware development, production, sales, and services related to electric information collection systems, as well as smart electric cloud services [1] Group 1: Business Performance - In Q3 2025, Xinlian Electronics reported a revenue of 550 million yuan, ranking 9th among 14 companies in the industry, with the industry leader, Kelun Electronics, generating 3.586 billion yuan [2] - The main business composition includes 304 million yuan from collectors and terminals (80.56%), 55.445 million yuan from power cabinets (14.71%), 10.415 million yuan from others (2.76%), and 7.415 million yuan from energy cloud services (1.97%) [2] - The net profit for the same period was 536 million yuan, ranking 3rd in the industry, with the top performer, Haixing Electric, achieving 730 million yuan [2] Group 2: Financial Health - As of Q3 2025, Xinlian Electronics had a debt-to-asset ratio of 8.21%, down from 10.63% year-on-year, significantly lower than the industry average of 30.70%, indicating strong solvency [3] - The gross profit margin for Q3 2025 was 37.17%, an increase from 36.00% year-on-year, and above the industry average of 34.67%, reflecting robust profitability [3] Group 3: Management and Shareholder Information - The chairman, Hu Min, received a salary of 657,800 yuan in 2024, unchanged from 2023, while the general manager, Liu Wenjuan, earned 419,100 yuan, an increase of 43,800 yuan from the previous year [4] - As of September 30, 2025, the number of A-share shareholders decreased by 0.85% to 45,100, while the average number of circulating A-shares held per account increased by 0.85% to 17,800 [5]

Core Points - The stock price of Xunlian Electronics increased by 2.02% on October 24, reaching 7.06 CNY per share, with a trading volume of 225 million CNY and a turnover rate of 4.05% [1] - The company has seen a year-to-date stock price increase of 67.70%, with a 20.07% rise over the last five trading days [1] - Xunlian Electronics reported a revenue of 550 million CNY for the period from January to September 2025, a slight decrease of 0.37% year-on-year, while net profit increased by 421.43% to 535 million CNY [2] Financial Performance - The company has a total market capitalization of 5.888 billion CNY [1] - The main revenue sources are: 80.56% from data collectors and terminals, 14.71% from power cabinets, 2.76% from other sources, and 1.97% from energy cloud services [1] - Cumulative cash dividends since the A-share listing amount to 1.091 billion CNY, with 300 million CNY distributed over the last three years [3] Shareholder Information - As of October 20, the number of shareholders for Xunlian Electronics is 43,800, a decrease of 2.67% from the previous period [2] - The average number of circulating shares per shareholder is 18,292, an increase of 2.74% [2] Industry Context - Xunlian Electronics operates in the electric equipment sector, specifically in power grid equipment and electrical instruments [1] - The company is associated with concepts such as low price-to-earnings ratio, virtual power plants, power IoT, smart grids, and energy interconnection [1]