从解禁股数占总股本比例来看，中设咨询、国源科技、吉冈精密解禁比例居前，解禁比例分别为 6.26%、1.23%、0.65%。 （文章来源：每日经济新闻） 从解禁量来看，中设咨询、格林美、吉冈精密解禁量居前，解禁股数分别为960.29万股、246.57万股、 174.35万股。 从解禁市值来看，中设咨询、国源科技、吉冈精密解禁市值居前，解禁市值分别为7816.74万元、 3170.12万元、2404.27万元。 每经AI快讯，Wind数据显示，周三（2月4日），共有7家公司限售股解禁，合计解禁量为1654.97万股， 按最新收盘价计算，合计解禁市值为1.84亿元。 ...

Group 1 - The National Development and Reform Commission will hold a press conference to discuss the implementation of the Central Economic Work Conference's spirit and promote a good start for the "14th Five-Year Plan" [1] - The Ministry of Finance will also hold a press conference to elaborate on the role of proactive fiscal policy in promoting high-quality economic and social development [1] Group 2 - The Loan Prime Rate (LPR) for one-year and five-year terms will be announced on January 20 [2] Group 3 - Domestic refined oil prices are expected to see their first increase of the year, with consumer fuel costs projected to rise slightly [3] - The current oil price adjustment pattern has been "zero increase, zero decrease, one suspension" since the beginning of the year [3] Group 4 - A total of 10.44 billion shares will be unlocked today, with a combined market value of 7.206 billion yuan [4] - Shanxi Coking Coal, Kexin New Materials, and Shenyu Co., Ltd. have the highest unlock volumes, with 1.037 billion shares, 3.3315 million shares, and 2.706 million shares respectively [4] - The highest unlock market value is from Shanxi Coking Coal at 7.03 billion yuan [4] Group 5 - Four companies have disclosed stock repurchase progress, with one company proposing a repurchase amount exceeding 100 million yuan [5] - The highest proposed repurchase amount is from Aotai Biology, not exceeding 200 million yuan [5] - Two companies have had their repurchase plans approved by shareholders, with the highest amounts being 600 million yuan and 5.6307 million yuan respectively [5] Group 6 - Five companies have announced progress on private placements, with the highest fundraising amount proposed by Huashi Technology at not exceeding 446 million yuan [6] - Changhua Chemical has completed its private placement with a total fundraising amount of 155 million yuan [6] Group 7 - Two A-shares will undergo equity registration today, with dividend distributions planned [7] - The highest dividend payouts are from Youfa Group and Huangshan Tourism, with 3.00 yuan and 0.70 yuan per 10 shares respectively [7]

证券日报网讯 1月19日，吉冈精密发布公告称，公司2026年第一次临时股东会审议通过《关于2022年股 权激励计划回购注销部分限制性股票方案的议案》《关于变更公司注册资本暨修订的议案》。 （文章来源：证券日报） ...

证券日报网讯1月19日，吉冈精密发布公告称，公司将于2026年2月5日15：00召开2026年第二次临时股 东会。 ...

Core Viewpoint - The zinc alloy die-casting industry in China is experiencing steady growth, driven by a robust manufacturing base and increasing demand for high-end manufacturing, with market size projected to reach 452.2 billion yuan by 2025 [1][6]. Industry Overview - Zinc alloy die-casting is a significant metal forming process widely used in automotive, electronics, and construction sectors due to its excellent performance [1][6]. - China remains the largest producer of zinc alloy die-casting parts globally, with a production volume of 940,000 tons and a market size of 437 billion yuan in 2024 [1][6]. Production and Demand - The operating rate of the zinc alloy die-casting industry in China reached 43.21% in 2024, with production expected to increase to 981,000 tons and demand to 921,000 tons by 2025 [1][6]. - The market size is projected to grow from 437 billion yuan in 2024 to 452.2 billion yuan in 2025 [1][6]. Industry Chain - The upstream of the zinc alloy die-casting industry includes raw materials like zinc, aluminum, magnesium, and copper, as well as key equipment such as die-casting machines [6]. - The midstream involves the production and processing of zinc alloy die-casting parts, while the downstream applications span automotive, 3C electronics, hardware, toys, and luggage [6]. Application Fields - The demand distribution for zinc alloy die-casting in 2024 shows that the automotive sector accounts for 16.75%, 3C electronics for 32.21%, hardware for 26.75%, toys for 6.34%, and luggage for 3.35% [8]. - By 2025, the automotive sector's demand is expected to rise to 16.99%, while 3C electronics will slightly decrease to 32.11% [8]. Competitive Landscape - The zinc alloy die-casting industry in China has a low concentration, with many small and medium enterprises facing challenges due to funding and technology limitations [9]. - Companies with advanced precision die-casting technology and stable processes will maintain competitive advantages, while those lacking core competencies may struggle [9]. Key Enterprises - Major companies in the zinc alloy die-casting industry include Shanghai Dongyan, Aikodi Fule, Jiyang Precision, and Fengguang Precision, among others [9][10]. - Aikodi Fule specializes in precision die-casting and has production facilities in China and Malaysia, focusing on high-end applications [10]. - Jiyang Precision engages in the production of aluminum and zinc alloy die-casting parts, serving clients in the automotive and electronics sectors [12]. - Fengguang Precision is involved in precision machining and die-casting, with a focus on various industries including semiconductors and automotive [13]. Industry Development Trends - The zinc alloy die-casting technology is expected to innovate continuously, enhancing production efficiency and product quality [14]. - The industry will increasingly focus on environmental sustainability and green production methods in response to stricter environmental regulations [14]. - The rapid development of sectors like new energy vehicles and smart home technology will expand the application fields for zinc alloy die-casting [14].

Core Insights - YG Precision (920720.BJ) reported its Q3 2025 results on October 30, 2025, revealing a total of 5 institutional investors holding shares, amounting to 3.3248 million shares, which represents 1.25% of the total share capital [1] - The institutional holding ratio decreased by 0.78 percentage points compared to the previous quarter [1] Institutional Investors - The institutional investors include Industrial and Commercial Bank of China - E Fund North Exchange Selected Two-Year Open Mixed Securities Investment Fund, China Merchants Bank - China Europe North Certificate 50 Component Index Initiated Securities Investment Fund, Bank of Communications - Bosera North Certificate 50 Index Initiated Securities Investment Fund, Beijing Bank - Chuangjin Hexin North Certificate 50 Index Enhanced Securities Investment Fund, and China Merchants Bank - GF North Certificate 50 Index Securities Investment Fund [1] - The total institutional holding ratio is now at 1.25% [1] Public Funds - In the current period, 2 public funds increased their holdings compared to the previous period, including China Europe North Certificate 50 Component Index Initiated A and Bosera North Certificate 50 Index Initiated A, with a slight increase in holding ratio [2] - Conversely, 2 public funds reduced their holdings, namely Chuangjin Hexin North Certificate 50 Index Enhanced A and GF North Certificate 50 Index A, with a slight decrease in holding ratio [2] - A total of 31 public funds did not disclose their holdings this period, including Dongcai North Certificate 50 Index Initiated A, Huaan North Certificate 50 Index Initiated A, Wanjia North Certificate 50 Index Initiated A, ICBC North Certificate 50 Index A, and Huitianfu North Certificate 50 Index A [2]

证券代码：836720 证券简称：吉冈精密 公告编号：2025-101 无锡吉冈精密科技股份有限公司 关于公司股权激励计划股票期权数量、行权价格调整完成公告 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。 无锡吉冈精密科技股份有限公司（以下简称"公司"）于 2025 年 8 月 27 日召 开第四届董事会第二次会议，会议审议通过了《关于调整 2022 年股权激励计划相关 事项的议案》，根据《上市公司股权激励管理办法》《北京证券交易所上市公司持 续监管指引第 3 号——股权激励和员工持股计划》（以下简称"《监管指引第 3 号》"） 《2022 年股权激励计划（草案）（更正后）》（以下简称"《激励计划（草案）》"） 相关规定，公司向中国证券登记结算有限责任公司北京分公司（以下简称"中登公 司"）提交股权激励计划股票期权数量、行权价格的调整申请，经中登公司审核确 认，上述事宜已办理完毕，现就相关情况公告如下： 一、调整股票期权数量 公司于 2025 年 5 月 16 日召开 2024 年年度股东会，审议通过了 ...

证券代码：836720 证券简称：吉冈精密 公告编号：2025-100 □分析师会议 □路演活动 无锡吉冈精密科技股份有限公司 投资者关系活动记录表 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 □其他 二、 投资者关系活动情况 活动时间：2025 年 9 月 2 日 活动地点：线上会议 参会单位及人员：华源证券研究所、工银瑞信基金管理有限公司、中信建投 基金管理有限公司、创金合信基金管理有限公司、信达澳亚基金管理有限公司、 长江养老保险股份有限公司、江信基金、中国国际金融股份有限公司、民生证券 股份有限公司、联储证券股份有限公司、长江证券股份有限公司、浙商证券股份 有限公司、上海颢升私募基金管理有限公司、上海滦海投资管理有限公司、上海 颐歌资产管理有限公司、上海冰河资产管理有限公司、富德生命人寿保险股份有 限公司、Pleiad Investment Advisors Limited、深圳市尚诚资产管理有限责 ...

Market Overview - As of September 3, the Shanghai Composite Index closed at 3813.56 points, down 44.58 points, a decrease of 1.16% [1] - The Shenzhen Component Index closed at 12472.00 points, down 81.84 points, a decrease of 0.65% [1] - The ChiNext Index closed at 2899.37 points, up 27.15 points, an increase of 0.95% [1] Stock Performance - A total of 74 A-shares had a turnover rate exceeding 20% on September 3 [1] - The top stocks by turnover rate included: - China Ruilin (603257) with a turnover rate of 48.86% and a closing price of 61.71 CNY, down 7.24% [1] - Beifang Changlong (301357) with a turnover rate of 48.31% and a closing price of 148.41 CNY, down 20.00% [1] - Haon Automotive (301488) with a turnover rate of 47.16% and a closing price of 129.85 CNY, down 0.03% [1] - Kexin Electromechanical (300092) with a turnover rate of 45.27% and a closing price of 19.61 CNY, up 20.01% [1] Notable Stocks - Other notable stocks with high turnover rates included: - Sanwei Communication (002115) with a turnover rate of 43.17% and a closing price of 11.45 CNY, up 4.09% [1] - Su Da Weige (300331) with a turnover rate of 35.81% and a closing price of 31.98 CNY, up 11.00% [1] - Xiang Cheng Technology (300139) with a turnover rate of 33.97% and a closing price of 22.05 CNY, down 3.46% [1] Additional Insights - The data indicates a mixed performance among stocks, with some experiencing significant declines while others showed gains, reflecting market volatility [1][2][3]

Market Overview - The general equipment sector experienced a decline of 1.92% on September 3, with Jiyang Precision leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Individual Stock Performance - Jiyang Precision (code: 836720) saw a significant drop of 10.52%, closing at 18.21 [1] - Qihong Precision (code: 873169) decreased by 10.13%, closing at 34.42 [1] - Kunbo Precision (code: 873570) fell by 8.24%, closing at 41.18 [1] - Rongyi Precision (code: 873223) declined by 7.45%, closing at 26.20 [1] - Huachen Equipment (code: 300809) dropped by 7.02%, closing at 43.34 [1] - Ningbo Jingda (code: 603088) decreased by 7.00%, closing at 9.70 [1] - Tiangang Co. (code: 832651) fell by 6.85%, closing at 33.59 [1] - Qianjin Technology (code: 873679) declined by 6.69%, closing at 23.45 [1] - Amperelong (code: 301413) saw a decrease of 6.60%, closing at 127.03 [1] - Ningbo Dongli (code: 002164) dropped by 6.09%, closing at 11.88 [1] Capital Flow Analysis - The general equipment sector experienced a net outflow of 3.902 billion yuan from main funds, while retail funds saw a net inflow of 3.447 billion yuan [1] - Speculative funds recorded a net inflow of 456 million yuan [1]