Analysis of Strong Performance of Jinlu Electronics (301282)

Jinlu Electronics (301282) closed with an increase of 13.39% on December 8, 2025 [0], entering the strong stock pool. The company’s main business is the R&D, production and sales of printed circuit boards for intelligent electric vehicles, with products applied in fields such as electric vehicle components, traditional automotive electronics, energy storage inverters, etc. [1].
From an industry perspective, the electronic components industry and downstream fields such as intelligent electric vehicles and energy storage have received widespread market attention recently, which may be the main factor driving the stock’s rise. The company’s business is highly aligned with current market hotspots and benefits from the growth trends of the new energy vehicle and energy storage industries.
Year-to-date, Jinlu Electronics has accumulated an increase of 39.72%, significantly outperforming the Shanghai Composite Index’s 17.08% increase over the same period [0], indicating that its long-term performance is also strong.

Although no specific catalyst news was obtained, Jinlu Electronics’ strong performance is highly related to industry trends. The continuous growth of the intelligent electric vehicle and energy storage fields provides a broad market space for the company, and as a printed circuit board supplier in related fields, the company directly benefits from the increase in industry demand.
The strong performance of the company’s stock reflects the market’s positive expectations for its future development, and also reflects investors’ attention to enterprises related to the new energy vehicle supply chain.

• The continuous growth of the intelligent electric vehicle and energy storage industries will drive the increase in demand for the company’s products.
• The company’s business is aligned with market hotspots and is expected to receive more market attention and investment.

• Intensified industry competition may affect the company’s market share and profitability.
• Fluctuations in raw material prices may affect the company’s production costs.
• Policy changes in the new energy vehicle industry may create uncertainty for the company’s business.

Jinlu Electronics (301282) performed strongly on December 8, 2025, entering the strong stock pool. The company is mainly engaged in the business of printed circuit boards for intelligent electric vehicles and benefits from the growth trends of the intelligent electric vehicle and energy storage industries. Year-to-date, the company’s stock price increase has significantly outperformed the broader market.
The company’s strong performance is mainly driven by industry trends, and the market has positive expectations for its future development. Investors should pay attention to risk factors such as industry competition, raw material price fluctuations, and policy changes, while seizing opportunities brought by industry growth.