数据显示，金信基金旗下1只基金重仓达瑞电子。金信民长混合A（005412）二季度增持1.78万股，持有 股数6.24万股，占基金净值比例为4.26%，位居第五大重仓股。根据测算，今日浮亏损失约5.93万元。 连续3天下跌期间浮亏损失30.57万元。 金信民长混合A（005412）成立日期2020年5月21日，最新规模3647.16万。今年以来收益30.4%，同类 排名2112/8180；近一年收益24.77%，同类排名5092/7978；成立以来收益62.18%。 9月4日，达瑞电子跌1.55%，截至发稿，报60.43元/股，成交2.45亿元，换手率4.65%，总市值80.44亿 元。达瑞电子股价已经连续3天下跌，区间累计跌幅7.5%。 资料显示，东莞市达瑞电子股份有限公司位于广东省东莞市洪梅镇洪金路48号，成立日期2003年9月16 日，上市日期2021年4月19日，公司主营业务涉及电子功能性和结构性器件的研发、生产和销售,以及相 关3C智能装配自动化设备的研发、生产、销售和租赁业务。主营业务收入构成为：新能源结构与功能 性组件41.64%，电子产品结构性器件30.73%，消费电子功能性器件25.68%，3 ...

融资方面，达瑞电子当日融资买入7680.23万元。当前融资余额3.01亿元，占流通市值的3.46%，融资余 额超过近一年90%分位水平，处于高位。 截至6月30日，达瑞电子股东户数1.52万，较上期增加3.49%；人均流通股5618股，较上期增加34.55%。 2025年1月-6月，达瑞电子实现营业收入14.05亿元，同比增长28.04%；归母净利润1.32亿元，同比增长 25.32%。 分红方面，达瑞电子A股上市后累计派现3.66亿元。近三年，累计派现2.01亿元。 8月26日，达瑞电子涨4.77%，成交额4.58亿元。两融数据显示，当日达瑞电子获融资买入额7680.23万 元，融资偿还4989.09万元，融资净买入2691.14万元。截至8月26日，达瑞电子融资融券余额合计3.01亿 元。 融券方面，达瑞电子8月26日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年70%分位水平，处于较高位。 资料显示，东莞市达瑞电子股份有限公司位于广东省东莞市洪梅镇洪金路48号，成立日期2003年9月16 日，上市日期2021年4月19日 ...

Core Viewpoint - The company reported significant revenue and profit growth in 2024, driven by its core businesses in consumer electronics and new energy sectors, indicating a strong upward trend in profitability and market demand [1][2]. Financial Performance - In 2024, the company achieved revenue of 2.566 billion yuan, a year-on-year increase of 83.55%, and a net profit attributable to shareholders of 242 million yuan, up 229.47% [1]. - For Q4 2024, the company reported revenue of 794 million yuan, a growth of 67.93%, and a net profit of 60 million yuan, increasing by 132.81% [1]. - In Q1 2025, the company generated revenue of 659 million yuan, reflecting a year-on-year growth of 45.41%, with a net profit of 57 million yuan, up 84.35% [1]. Business Segments - The consumer electronics functional components business generated revenue of 819.404 million yuan, a year-on-year increase of 78.76%, while the structural components business achieved revenue of 697.2125 million yuan, growing by 86.66% [2]. - The 3C smart assembly automation equipment business saw revenue of 149.8838 million yuan, marking a substantial growth of 186.37% [2]. - In the new energy sector, the company’s revenue from structural and functional components reached 877.5947 million yuan, up 76.16% year-on-year [2]. Cost Management - The company successfully reduced its expense ratios, with sales expenses of 82 million yuan and a sales expense ratio of 3.20%, down 2.28 percentage points year-on-year [2]. - Management expenses totaled 1.37 billion yuan, with a management expense ratio of 5.33%, decreasing by 5.54 percentage points [2]. - R&D expenses were 109 million yuan, with a ratio of 4.25%, down 1.73 percentage points [2]. Strategic Positioning - The company has established itself as a key supplier of functional and structural components and automation equipment in the consumer electronics sector, maintaining strong relationships with major clients such as Samsung, Apple, and others [3]. - Since 2022, the company has expanded into the new energy sector, entering the supply chains of leading companies like CATL and BYD, thereby enhancing its competitive advantage [3]. Profit Forecast - The company is projected to achieve revenues of 3.599 billion yuan, 4.653 billion yuan, and 5.573 billion yuan for the years 2025 to 2027, with net profits of 322 million yuan, 414 million yuan, and 504 million yuan respectively, indicating a positive growth outlook [4].