Company Performance - Tonghui Electronics' stock price reached a historical high, increasing by 17.13% to 39.80 yuan, with a trading volume of 2.234 million shares and a transaction value of 83.6508 million yuan, resulting in a turnover rate of 2.66% [2] - The latest total market capitalization of Tonghui Electronics in A-shares is 6.38 billion yuan, with a circulating market capitalization of 3.342 billion yuan [2] - The company reported a revenue of 101 million yuan for the first half of the year, representing a year-on-year growth of 16.81%, and a net profit of 29.3099 million yuan, which is a year-on-year increase of 55.40% [2] Industry Overview - The machinery equipment industry, to which Tonghui Electronics belongs, experienced an overall decline of 3.93%, with 14 stocks rising, including Tonghui Electronics, New Lai Materials, and Jiuling Technology, which saw increases of 17.13%, 13.27%, and 10.94% respectively [2] - Conversely, 576 stocks in the industry declined, with the largest drops seen in Lvdiao Feng, Zhongjian Technology, and Shanke Intelligent, with declines of 11.99%, 10.00%, and 9.41% respectively [2] Margin Trading Data - As of October 10, the latest margin trading balance for Tonghui Electronics was 30.5583 million yuan, with a financing balance of 30.5583 million yuan, reflecting a decrease of 3.7659 million yuan over the past 10 days, which is a decline of 10.97% [2]

Summary of Key Points Core Viewpoint The trading activity on the Beijing Stock Exchange (BSE) showed a significant decrease in transaction volume and value on September 26, with a total trading volume of 799 million shares and a transaction value of 19.456 billion yuan, down by 1.469 billion yuan compared to the previous trading day. Despite this decline, 80 stocks closed higher, indicating some resilience in the market. Trading Activity - The total trading volume on the BSE was 799 million shares, with a transaction value of 19.456 billion yuan, reflecting a decrease of 1.469 billion yuan from the previous day [1]. - Among the traded stocks, 80 closed higher, accounting for 28.99% of the total tradable stocks [1]. - The stocks with the highest closing gains included Jinhua New Materials (up 29.98%), Wuxin Tunnel Equipment (up 7.98%), and Silane Technology (up 7.54%) [1][2]. - Conversely, 193 stocks closed lower, with Jinhao Medical leading the declines at 11.00% [1]. Stock Performance - Jinhua New Materials had the highest trading volume at 1.158 billion yuan and a turnover rate of 74.80% [1]. - Other notable stocks in terms of trading volume included Wuxin Tunnel Equipment (572.73 million yuan) and Naconoer (504.29 million yuan) [1]. - The trading activity showed that 15 stocks had a turnover rate exceeding 10%, with three stocks exceeding 20% [1]. Market Dynamics - The overall market sentiment was mixed, with a notable number of stocks experiencing significant price fluctuations [1][2]. - The trading data indicates a potential shift in investor sentiment, as evidenced by the number of stocks that experienced both gains and losses [1][2]. Conclusion The BSE experienced a decline in trading activity on September 26, yet a portion of stocks demonstrated resilience with notable gains. The market dynamics suggest a complex environment where investor sentiment may be shifting, warranting close observation of future trading patterns and stock performances [1][2].

投资者关系活动记录表 证券代码：833509 证券简称：同惠电子 公告编号：2025-092 常州同惠电子股份有限公司 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 √其他 现场参观和座谈交流 二、 投资者关系活动情况 活动时间：2025 年 9 月 16 日 活动地点：常州同惠电子股份有限公司 参会单位及人员：华夏基金、开源证券、东吴证券、中信证券、国盛证券、 交睿投资、均泰基金、常州高新投、上海证券报及数名个人投资者 上市公司接待人员：董事长赵浩华先生、董事会秘书王恒斌先生、董事唐玥 女士、董事高志齐先生、副总经理赵昕喆先生、证券事务代表刘敏捷先生 三、 投资者关系活动主要内容 问题 1、公司的研发战略是什么，目前公司在研以及即将推出的新产品有哪 些，请简要介绍一下？ 回复：尊敬的投资者，您好！ 在研发战略层面，公司始终秉持着三个核心战略： （1）面向世界测量科技发展前沿，确保技 ...

Investment Rating - The report maintains a positive outlook on the mid-term market performance of the Beijing Stock Exchange, indicating a "structural opportunity" in the market [3][4]. Core Insights - The market showed resilience with a trading volume of 37.96 billion yuan on September 4, 2025, an increase of 5.94 billion yuan from the previous trading day. The North Exchange 50 Index closed at 1538.98, down 0.80%, with a PE_TTM of 75.35 times [1][7]. - Among the 274 companies listed on the North Exchange, 191 saw an increase in stock prices, while 82 experienced declines. The top five gainers included Hongyu Packaging, Tianhong Lithium, Lijia Technology, Runpu Food, and Hongzhi Technology, each rising by 30% or more [1][16]. - The report highlights the strong performance of specialized and innovative companies in the new energy materials sector, as well as the resilience of consumer service companies [3]. Summary by Sections Market Review - On September 4, 2025, the North Exchange A-share trading volume reached 37.96 billion yuan, up 5.94 billion yuan from the previous day. The North Exchange 50 Index closed at 1538.98, down 0.80%, with a PE_TTM of 75.35 times. The specialized and innovative index closed at 2666.79, down 1.16% [1][7]. Important News - The Ministry of Industry and Information Technology and the State Administration for Market Regulation announced an action plan to boost the electronic information manufacturing industry, aiming for a revenue growth rate exceeding 5% by 2026 and a server industry scale exceeding 400 billion yuan [2][19]. - The State Council aims for the sports industry to exceed 7 trillion yuan by 2030, fostering world-class sports enterprises and events [2][20]. Key Company Announcements - Haomiao Technology announced the acquisition of a patent for a high-flow multifunctional smoke exhaust device, enhancing its competitive edge [2][21]. - Biyang Technology announced the lifting of restrictions on 45,000 shares, accounting for 0.0261% of its total share capital [2][22]. - Boshun Biological reported using 16 million yuan of idle funds to purchase structured deposit products with an expected annual yield of 1.64% [2][23].

Group 1 - In the past month, 66 companies listed on the Beijing Stock Exchange (BSE) received institutional research, with Naconor being the most popular, attracting 114 participating institutions [1] - The types of institutions conducting research include 65 brokerages, 52 funds, 49 private equity firms, 36 insurance companies, and 8 overseas institutions [1] - The companies that received the most attention after Naconor are Kelong New Materials, Tonghui Electronics, and Jianbang Technology, with 67, 65, and 62 participating institutions respectively [1] Group 2 - Kelong New Materials, Tongli Co., and Mingyang Technology had the highest frequency of institutional research, each receiving two rounds of research [2] - Companies that received institutional research saw an average stock price increase of 11.63% over the past month, with 51 stocks rising, including Haineng Technology, Zhuozhao Adhesive, and Better Ray, which increased by 58.09%, 54.93%, and 46.75% respectively [2] - The average market capitalization of all BSE companies is 3.455 billion yuan, while the average market capitalization of companies that received research is 4.323 billion yuan, with Better Ray, Tiangong Co., and Naconor leading in market capitalization [2] Group 3 - A detailed list of companies that received institutional research includes Naconor, Kelong New Materials, Tonghui Electronics, and others, with their respective number of participating institutions, research frequency, latest closing prices, and percentage changes [3][4] - The highest daily turnover rates among researched companies were recorded for Zhuozhao Adhesive, Tiangong Co., and Gais Food, with average daily turnover rates of 13.07%, 12.82%, and 12.66% respectively [2]

Group 1 - In the past month (from August 5 to September 4), 65 companies listed on the Beijing Stock Exchange (BSE) were investigated by institutions, with Naconor being the most popular, receiving attention from 114 institutions [1][2] - The types of institutions conducting the research included 64 brokerages, 50 funds, 47 private equity firms, 35 insurance companies, and 8 overseas institutions [1] - The companies that received the most institutional attention after Naconor were Kelong New Materials, Tonghui Electronics, and Jianbang Technology, with 67, 65, and 62 institutions participating in their investigations, respectively [1] Group 2 - Kelong New Materials, Tongli Co., and Mingyang Technology had the highest frequency of institutional investigations, each receiving two investigations [2] - Companies that were investigated by institutions saw an average stock price increase of 7.63% over the month, with 41 stocks rising, including Haineng Technology, Zhuozhao Point Glue, and Huami New Materials, which increased by 52.93%, 52.37%, and 46.38%, respectively [2] - The average market capitalization of all companies on the BSE was 3.318 billion yuan, while the average market capitalization of the companies that were investigated was 4.078 billion yuan [2] Group 3 - The top companies by the number of institutions investigating them included Naconor (114), Kelong New Materials (67), and Tonghui Electronics (65) [2][3] - The average daily turnover rate for the investigated companies was 6.43%, with the highest turnover rates for Huami New Materials (13.07%), Zhuozhao Point Glue (12.74%), and Tiangong Co. (12.61%) [2] - The companies with the highest market capitalization among those investigated included Better Battery, Tiangong Co., and Tongli Co. [2] Group 4 - The investigation data also highlighted companies like Haineng Technology, which saw a stock price increase of 52.93%, and Zhuozhao Point Glue, which increased by 52.37% [2][3] - Other notable companies included Beitery, which had a stock price increase of 23.95%, and Tiangong Co., which had a stock price increase of 1.50% [3][4] - The report included a detailed list of companies, their respective number of institutional investigations, stock prices, and percentage changes in stock prices [3][4]

Company Performance - Tonghui Electronics' stock price reached a historical high, increasing by 15.02% to 35.99 yuan, with a trading volume of 6.6452 million shares and a transaction value of 225 million yuan, resulting in a turnover rate of 7.91% [2] - The latest total market capitalization of the company is 5.769 billion yuan, with a circulating market capitalization of 3.022 billion yuan [2] - The company reported a revenue of 101 million yuan for the first half of the year, representing a year-on-year growth of 16.81%, and a net profit of 29.3099 million yuan, reflecting a year-on-year increase of 55.40% [2] - The basic earnings per share are 0.1800 yuan, with a weighted average return on equity of 8.41% [2] Industry Overview - The machinery equipment industry, to which Tonghui Electronics belongs, has an overall increase of 0.08%, with 177 stocks rising and 4 stocks hitting the daily limit [2] - Conversely, 400 stocks in the industry experienced declines, with the largest drops recorded by Kaiteng Precision, Yigang Precision, and Xianghe Industrial, with declines of 10.18%, 8.50%, and 7.13% respectively [2] Financing Data - As of September 2, the latest margin trading balance for Tonghui Electronics is 29.5871 million yuan, with a financing balance of the same amount, showing an increase of 3.9873 million yuan over the past 10 days, which is a growth of 15.58% [2]

Group 1 - In the past month (from August 3 to September 2), 63 companies listed on the Beijing Stock Exchange (BSE) were investigated by institutions, with Naconor being the most popular, receiving attention from 114 institutions [1][2] - The types of institutions conducting the research include 62 brokerages, 47 funds, 45 private equity firms, 33 insurance companies, and 8 overseas institutions [1] - The companies that received the most institutional attention after Naconor are Kelong New Materials, Tonghui Electronics, and Jianbang Technology, with 67, 65, and 62 institutions participating in their investigations, respectively [1] Group 2 - Kelong New Materials, Tongli Co., and Mingyang Technology had the highest frequency of institutional investigations, each receiving two rounds of research [2] - Companies that were investigated by institutions saw an average stock price increase of 10.89% over the past month, with 48 stocks rising, including Huami New Materials, Haineng Technology, and Zhuozhao Adhesive, which increased by 67.89%, 59.87%, and 51.22% respectively [2] - The average market capitalization of all companies on the BSE is 3.366 billion yuan, while the average market capitalization of the companies that were investigated is 4.234 billion yuan [2] Group 3 - The top companies by the number of institutions investigating them include Naconor (114), Kelong New Materials (67), and Tonghui Electronics (65) [2][3] - The average daily turnover rate for the investigated companies was 6.22%, with Huami New Materials, Tiangong Co., and Zhuozhao Adhesive having the highest turnover rates of 13.21%, 12.71%, and 12.50% respectively [2] - The report includes a detailed list of companies, their codes, number of institutions involved, investigation frequency, latest closing prices, percentage changes, and industry classifications [2][3][4]

证券代码：833509 证券简称：同惠电子 公告编号：2025-091 一、基本情况 常州同惠电子股份有限公司（以下简称"公司"）于 2025 年 8 月5 日召开了第五届 董事会第十一次会议 ，2025 年 8 月 21日召开了 2025年第二次临时股东会，审议通过 了《关于取消监事会、变更经营范围并修订<公司章程>的议案》和《关于选举赵浩华 先生为代表公司执行公司事务的董事的议案》。公司已于 2025年 8 月 6日在北京证券 交易所指定信息披露平台（http://www.bse.cn）上披露了《关于取消监事会、变更经营 范围并修订<公司章程>公告》（公告编号：2025-052）。 近日，公司已经完成了相应的公司章程备案登记及工商变更登记手续并取得了新 的《营业执照》。 二、工商登记情况 常州同惠电子股份有限公司 关于完成工商变更登记及章程备案的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担个别及连带法律责任。 变更后的公司注册登记信息如下： 公司名称：常州同惠电子股份有限公司 统一社会信用代码：91320400 ...

Group 1 - In the past month (from August 2 to September 1), 53 companies listed on the Beijing Stock Exchange (BSE) were investigated by institutions, with Naconor being the most notable, receiving attention from 114 institutions [1][2] - The types of institutions conducting the research include 52 brokerages, 42 funds, 40 private equity firms, 32 insurance companies, and 8 overseas institutions [1] - The companies receiving the most attention after Naconor are Kelong New Materials, Tonghui Electronics, and Jianbang Technology, with 67, 65, and 62 institutions participating in their investigations, respectively [1] Group 2 - Kelong New Materials, Tongli Co., and Mingyang Technology had the highest frequency of institutional investigations, each receiving two investigations [2] - Companies that were investigated saw an average stock price increase of 10.49% over the month, with 40 stocks rising, including Haineng Technology, Huami New Materials, and Jiezong Technology, which increased by 60.09%, 52.87%, and 49.98%, respectively [2] - The average market capitalization of all companies on the BSE is 3.33 billion yuan, while the average market capitalization of the companies that were investigated is 3.72 billion yuan [2] Group 3 - The top companies by the number of institutions investigating them include Naconor (114), Kelong New Materials (67), and Tonghui Electronics (65), with their respective latest closing prices and percentage changes noted [2][3] - The average daily turnover rate for the investigated companies was 6.19%, with the highest turnover rates recorded for Huami New Materials, Tiangong Co., and Zhuozhao Point Glue at 13.15%, 12.73%, and 12.67%, respectively [2] - The report includes a detailed list of companies, their codes, number of institutions involved, investigation frequency, latest closing prices, percentage changes, and industry classifications [3][4]