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隆扬电子(301389) - 2025年11月5日 投资者关系活动记录表

Group 1: Financial Performance - The company achieved a revenue of 291.2 million yuan in Q3 2025, representing a year-on-year growth of 39.54% [2] - The net profit attributable to shareholders reached 81.72 million yuan, with a year-on-year increase of 55.19% [2] Group 2: Mergers and Acquisitions - The acquisitions of Deyou New Materials and Weishuang Lian have been consolidated into the company's financial statements, contributing to revenue and profit growth [2] - Both acquired companies belong to the same industry and are expected to create significant synergies, optimizing supply chain management and reducing production costs [3] - The acquired companies possess strong technical capabilities, enhancing the company's core competitiveness in self-research and development [3] Group 3: Dividend Policy - The company maintains a stable operation and considers future profitability and cash flow when determining profit distribution plans [3] - Since its listing in 2022, the company has consistently returned value to investors through cash dividends [3] Group 4: Product Development - The company is developing HVLP5 high-frequency and high-speed copper foil, which features low surface roughness and high peel strength, targeting applications in AI servers [3] - The first cell factory has been completed, with equipment installation underway [3]