Group 1: Company Overview - Longyang Electronics achieved operating revenue of ¥287,942,035.52 in 2024, representing a year-on-year growth of 8.51% [2] - The net profit attributable to shareholders was ¥82,231,686.40, showing a decline of 15.02% compared to the previous year [2] - The net profit after deducting non-recurring gains and losses was ¥77,434,121.87, down 14.79% year-on-year [2] Group 2: Business Operations - The company has established factories in Kunshan, Huaian, and Chongqing, and has also invested in factories in Vietnam and Thailand to meet overseas customer supply demands [2][3] - The Vietnam factory is operational, while the Thailand factory is under construction and has begun sample deliveries, although revenue contribution from both factories is currently low [3] Group 3: Product Development and Client Engagement - The company primarily serves direct downstream customers in the CCL industry, but specific client details cannot be disclosed due to commercial policy restrictions [3] - The production technology for HVLP5 copper foil is similar to that of electromagnetic shielding materials, utilizing magnetron sputtering and fine electroplating techniques, with additional post-processing steps [3] Group 4: Mergers and Acquisitions - On February 21, 2025, the company signed a letter of intent for share acquisition with Suzhou Deyou New Materials Technology Co., Ltd., which aims to enhance the company's self-developed material system in shock absorption and protection [3] - The acquisition is based on the company's operational needs and aims to expand its material development in the 3C consumer electronics and automotive electronics sectors [3] - The transaction carries uncertainties, and the company will disclose information in phases as developments occur [3]
隆扬电子(301389) - 2025年3月20日 投资者关系活动记录表