格隆汇12月2日丨依顿电子(603328.SH)在投资者互动平台表示，公司作为一家专注于高精度、高密度双 层及多层印刷线路板制造和销售的制造商。目前公司主要产品应用于汽车电子及计算与通信等领域，少 量产品应用于消费电子领域。 ...

11月26日，统联精密涨5.15%，截至发稿，报55.10元/股，成交1.47亿元，换手率1.71%，总市值89.18亿 元。统联精密股价已经连续3天上涨，区间累计涨幅9.62%。 资料显示，深圳市泛海统联精密制造股份有限公司位于广东省深圳市龙华区观湖街道松轩社区环观中路 282号厂房四101、B栋一楼、D栋(整栋)，成立日期2016年6月12日，上市日期2021年12月27日，公司主 营业务涉及从事高精度、高密度、形状复杂、外观精美的精密零部件的研发、设计、生产及销售。主营 业务收入构成为：其他金属工艺制品及塑胶制品66.47%，MIM产品30.78%，模治具及设备1.43%，其他 (补充)1.32%。 数据显示，景顺长城基金旗下1只基金重仓统联精密。景顺长城稳健回报混合A类（001194）三季度持 有股数253.23万股，占基金净值比例为2.61%，位居第十大重仓股。根据测算，今日浮盈赚取约683.72 万元。连续3天上涨期间浮盈赚取1164.86万元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均 ...

11月20日，依顿电子涨1.04%，成交额2.17亿元。两融数据显示，当日依顿电子获融资买入额4545.96万 元，融资偿还2316.28万元，融资净买入2229.67万元。截至11月20日，依顿电子融资融券余额合计3.85 亿元。 融资方面，依顿电子当日融资买入4545.96万元。当前融资余额3.84亿元，占流通市值的3.60%，融资余 额超过近一年50%分位水平，处于较高位。 融券方面，依顿电子11月20日融券偿还400.00股，融券卖出700.00股，按当日收盘价计算，卖出金额 7476.00元；融券余量14.77万股，融券余额157.74万元，低于近一年40%分位水平，处于较低位。 资料显示，广东依顿电子科技股份有限公司位于广东省中山市三角镇高平化工区，成立日期2000年3月2 日，上市日期2014年7月1日，公司主营业务涉及高精度、高密度双层及多层印刷线路板的制造和销售。 主营业务收入构成为：线路板及相关100.00%。 截至9月30日，依顿电子股东户数4.78万，较上期增加12.95%；人均流通股20894股，较上期减少 11.47%。2025年1月-9月，依顿电子实现营业收入30.53亿元，同比 ...

Core Viewpoint - Shenzhen is experiencing robust growth in its manufacturing, high-tech industries, and digital economy, contributing to the formation of a resilient and dynamic modern industrial system [1] Manufacturing Industry - Shenzhen's manufacturing sales revenue increased by 7.8% year-on-year from January to September, providing significant support for economic growth [2] - Shenzhen Jingtai Technology Co., Ltd. announced a pipeline cooperation agreement with US biopharmaceutical company DoveTree, totaling nearly $6 billion, setting a record for outbound orders in China's AI pharmaceutical sector [2] - The company has developed the world's largest automated biopharmaceutical robotics platform, becoming the leading AI pharmaceutical stock in China [2][3] High-Tech Industry - The sales revenue of Shenzhen's high-tech industry grew by 13.8% year-on-year from January to September, with significant increases in the production of civilian drones, industrial robots, and 3D printing equipment [4] - Shenzhen companies, such as Creality 3D Technology Co., Ltd., dominate the global entry-level 3D printer market, holding a 90% market share [4] - Creality's R&D expenses have grown at an annual rate of over 14% in the past three years, with 613 domestic and international patents obtained [4][5] Digital Economy - The core industry value added of Shenzhen's digital economy is expected to exceed 1 trillion yuan in 2024, with a year-on-year sales revenue growth of 11.8% from January to September [7] - The AI digital employee "Phantom AI" developed by Phantom Future Information Technology Co., Ltd. showcases the integration of advanced technologies in various service scenarios [7][8] - The company has benefited from tax incentives, with over 3 million yuan in R&D expense deductions, significantly reducing its R&D burden [8]

Core Viewpoint - Aopu Optoelectronics (002338.SZ) has signed a technology transfer contract with the Changchun Institute of Optics, Fine Mechanics and Physics to enhance its technical capabilities through the licensing of patented technology [1] Group 1: Contract Details - The initial contract for technology transfer was signed on October 25, 2024, allowing Aopu Optoelectronics to implement the rights of a patent related to "high-precision, integrated system integration and adjustment technology" [1] - Aopu Optoelectronics will pay a technology licensing fee of 2 million yuan to the Changchun Institute for the rights to use the patented technology [1] - The agreement is valid for one year, with a renewal contract signed on November 10, 2025, extending the agreement for another year starting from October 25, 2025 [1]

Core Viewpoint - Aopu Optoelectronics (002338.SZ) has signed a technology transfer contract with the Changchun Institute of Optics, Fine Mechanics and Physics for the licensing of patented technology in high-precision, integrated system assembly and adjustment, with a payment of 2 million yuan for a one-year agreement [1] Group 1 - The technology transfer contract was signed on October 25, 2024, and is aimed at enhancing the company's technical capabilities [1] - The company will pay a technology licensing fee of 2 million yuan to the Changchun Institute for the rights to implement the patented technology [1] - The agreement is valid for one year, with a renewal planned for November 10, 2025, extending the contract for another year [1]

Core Viewpoint - The company has signed a technology transfer agreement with Changchun Institute of Optics, Fine Mechanics and Physics, allowing the company to implement related patents in the field of "high-precision, integrated system integration and adjustment technology" for a fee of 2 million yuan [1] Group 1 - The agreement is effective for one year starting from October 25, 2025 [1] - The transaction has been approved unanimously by the company's independent directors and falls within the chairman's approval authority, thus does not require board review [1] - The agreement does not constitute a major asset restructuring [1]

Core Viewpoint - The stock of Yidun Electronics has experienced fluctuations, with a recent decline of 2.04% and a total market capitalization of 11.01 billion yuan, reflecting a mixed performance in the stock market [1]. Financial Performance - For the period from January to September 2025, Yidun Electronics achieved a revenue of 3.053 billion yuan, representing a year-on-year growth of 16.53% [2]. - The net profit attributable to the parent company for the same period was 367 million yuan, showing a slight increase of 0.06% year-on-year [2]. Shareholder Information - As of September 30, 2025, the number of shareholders of Yidun Electronics increased by 12.95% to 47,800, while the average circulating shares per person decreased by 11.47% to 20,894 shares [2]. - The company has distributed a total of 4.561 billion yuan in dividends since its A-share listing, with 538 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the third-largest circulating shareholder, holding 14.998 million shares, an increase of 7.7505 million shares from the previous period [3]. - Southern CSI 1000 ETF and Huaxia CSI 1000 ETF are among the top ten circulating shareholders, with slight changes in their holdings [3]. Market Activity - The stock price of Yidun Electronics has increased by 14.16% year-to-date, but it has seen a decline of 7.70% over the last five and twenty trading days [1]. - The company operates in the electronic components sector, specifically in the manufacturing and sales of high-precision, high-density printed circuit boards [1].

Core Insights - On October 29, 2023, Yidun Electronics experienced a slight increase of 0.17% in stock price, with a trading volume of 263 million yuan. The financing data indicated a net financing outflow of 5.29 million yuan for the day [1] - As of September 30, 2023, Yidun Electronics reported a revenue of 3.053 billion yuan for the first nine months of 2023, reflecting a year-on-year growth of 16.53%, while the net profit attributable to shareholders was 367 million yuan, showing a marginal increase of 0.06% [2] Financing and Margin Trading - On October 29, 2023, Yidun Electronics had a financing buy-in amount of 27.22 million yuan, with a total financing balance of 3.84 billion yuan, representing 3.22% of its market capitalization. This financing balance is above the 60th percentile of the past year [1] - The company had a margin trading balance of 1.9559 million yuan, with a short selling volume of 3,900 shares on the same day, indicating a high level of short selling activity [1] Shareholder Structure - As of September 30, 2023, the number of shareholders for Yidun Electronics reached 47,800, an increase of 12.95% from the previous period. The average number of circulating shares per shareholder decreased by 11.47% to 20,894 shares [2] - The top ten circulating shareholders included Hong Kong Central Clearing Limited as the third-largest shareholder, increasing its holdings by 7.7505 million shares to 14.9978 million shares [2]

Core Insights - The stock price of Yidun Electronics increased by 2.05% to 11.97 CNY per share, with a market capitalization of 11.951 billion CNY as of October 28 [1] - The company has seen a year-to-date stock price increase of 23.89% and a recent five-day increase of 9.32% [1] Financial Performance - For the first half of 2025, Yidun Electronics reported a revenue of 2.035 billion CNY, representing a year-on-year growth of 16.05% [2] - The net profit attributable to shareholders for the same period was 261 million CNY, showing a slight increase of 0.14% year-on-year [2] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 42,300, with an average of 23,600 circulating shares per shareholder, a decrease of 1.15% [2] - The company has distributed a total of 4.561 billion CNY in dividends since its A-share listing, with 538 million CNY distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth-largest circulating shareholder, holding 7.2472 million shares, an increase of 396,400 shares from the previous period [3] - Southern CSI 1000 ETF and Huaxia CSI 1000 ETF were also among the top ten circulating shareholders, with increases in their holdings [3]