从上证380指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证380指数持仓样本的行业来看，工业占比26.74%、信息技术占比14.14%、原材料占比12.41%、金 融占比10.88%、医药卫生占比10.00%、可选消费占比8.61%、通信服务占比4.70%、能源占比3.69%、主 要消费占比3.41%、公用事业占比3.37%、房地产占比2.07%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。每次调整的样本比例一般不超过10%。在两次定期调整之间，若上证380指数样本进入上证180 指数，该样本立即被调出上证380指数，并由该调出样本同行业排名最靠前的样本补足。特殊情况下将 对指数进行临时调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形 的处理，参照计算与维护细则处理。 数据统计显示，上证380指数近一个月上涨0.54%，近三个月下跌4.32%，年至今下跌0.51%。 据了解，上证380指数以上证180指数样本空间剔除部分证券后的沪市证券为样本空间，从中根据证券营 业收入增长率、净资产收益率、成交金额和总 ...

法律意见书 广州市天河区珠江东路 32 号利通广场 29 层 邮编：510623 29/F, Lea Top Plaza, 32#Zhujiang East Road, Tianhe District, Guangzhou, 510623 电话/TEL：(8620) 37392666 传真/FAX：(8620) 37392826 网址/WEB：www.kangdalawyers.com 北京 西安 深圳 海口 上海 广州 杭州 沈阳 南京 天津 菏泽 成都 苏州 呼和浩特 香港 武汉 郑州 长沙 厦门 重庆 合肥 宁波 济南 昆明 北京市康达（广州）律师事务所 关于广东生益科技股份有限公司 2025 年第一次临时股东大会的法律意见书 康达股会字【2025】第 0021 号 致：广东生益科技股份有限公司 北京市康达（广州）律师事务所（下称"本所"）接受广东生益科技股份有 限公司（下称"生益科技"或"公司"）委托，指派律师出席公司 2025 年第一 次临时股东大会。根据《中华人民共和国公司法》（下称"《公司法》"）、《中 华人民共和国证券法》（下称"《证券法》"）、《上市公司股东会规则》（下 称"《股东会规则》" ...

证券代码：600183 证券简称：生益科技 公告编号：2025-030 广东生益科技股份有限公司 2025年第一次临时股东大会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 本次会议是否有否决议案：无 | 1、出席会议的股东和代理人人数 | 1,050 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 1,436,556,862 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 59.1331 | (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 本次股东大会采用现场投票和网络投票相结合的表决方式召开，由广东生益 科技股份有限公司（以下简称"公司"或"生益科技"）董事会提议召开，并由 董事长陈仁喜先生主持。 本次股东大会的召集、召开和表决符合《公司法》、《上市公司股东会规则》、 《公司章程》等法律、法规和规范性文件的规定。 一、 会议召开和出席情况 (一)股东大会召开的时间：2025 年 5 月 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600183 证券简称：生益科技 公告编号：2025-028 广东生益科技股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： ● 每股分配比例 A股每股现金红利0.6元 ● 相关日期 ■ ● 差异化分红送转： 否 一、通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025年4月18日的2024年年度股东大会审议通过。 二、分配方案 1.发放年度：2024年年度 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（以下简 称"中国结算上海分公司"）登记在册的本公司全体股东。 3.分配方案： 本次利润分配以方案实施前的公司总股本2,429,360,530股为基数，每股派发现金红利0.6元（含税），共 计派发现金红利1,457,616,318.00元。 2024年12月31日，公司总股本为2,429,397,730股，2025年1月14日完成回购注销限制性股票3 ...

证券代码：600183 证券简称：生益科技 公告编号：2025-028 广东生益科技股份有限公司2024年年度权益分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 每股分配比例 A 股每股现金红利0.6元 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/5/22 | － | 2025/5/23 | 2025/5/23 | 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 4 月 18 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 相关日期 3. 分配方案： 本次利润分配以方案实施前的公司总股本2,429,360,530股为基数，每股派发现金红利0.6 元（含税），共计派发现金红 ...

证券代码：600183 证券简称：生益科技 公告编号：2025-029 广东生益科技股份有限公司 曾红慧女士、唐芙云女士和曾耀德先生因自身资金需求，计划自本公告披露 之日起 15 个交易日后的 3 个月内通过集中竞价交易方式分别减持其所持公司无 限售条件流通股不超过 576,984 股、220,000 股和 693,714 股，均不超过其持股 总数的 25%，减持价格按照减持实施时的市场价格为准。 若计划减持期间公司有派息、送股、公积金转增股本、配股等情况的，对上 述减持数量和减持价格根据除权除息情况进行相应调整，减持期间如遇买卖股票 的窗口期限制，期间将停止减持股份。 | 股东名称 | 曾红慧 | | | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 √否 | 一、减持主体的基本情况 1 高级管理人员减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 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法律责任。 重要内容提示： 高级管理人员持股的基本情况 广东生益科技股份有限公司（以下简称"公司"）总经理曾红慧女士 ...

生益科技（600183）公告，公司总经理曾红慧、董事会秘书唐芙云和总工程师曾耀德因个人资金需求， 计划自公告披露之日起15个交易日后的3个月内，通过集中竞价交易方式分别减持不超过57.7万股、22 万股和69.37万股，分别占公司总股本的0.0238%、0.0091%和0.0286%。减持价格将根据市场价格确定。 ...

Investment Rating - The report maintains a "Strong Buy" rating for the company [2][6]. Core Views - The company is expected to see upward trends in Q2 driven by strong order demand, structural optimization, and price increases in line with industry trends [6]. - The company’s S8/S9 materials are gaining market share among overseas clients, enhancing the revenue contribution from high-speed materials [6]. - The outlook for the next few years is positive, with expectations of continued growth driven by AI computing needs and high-end material demand [6]. Summary by Sections Current Stock Price and Market Data - Current stock price is 26.2 CNY - Total shares outstanding: 2,429 million - Total market capitalization: 63.6 billion CNY - Circulating market capitalization: 62.1 billion CNY - Net asset value per share: 6.4 CNY - Return on equity (ROE): 12.2% - Debt-to-asset ratio: 39.2% [2]. Financial Performance and Projections - Revenue projections for 2025 are set at 250.6 billion CNY, with a year-on-year growth of 23% - Net profit for 2025 is projected to be 27.0 billion CNY, also reflecting a 55% increase from the previous year - The company’s PE ratios are forecasted to be 23.6, 18.3, and 15.0 for 2025, 2026, and 2027 respectively [7][10]. Market Trends and Competitive Position - The report highlights that the demand for high-speed CCL (Copper Clad Laminate) is expected to remain strong due to AI computing infrastructure developments - The company is positioned to benefit from a tight supply-demand balance in high-end CCL, with expectations of increased market share among key clients [6]. - The company’s ability to manage supply chain challenges, particularly in raw materials like glass cloth, is noted as a competitive advantage [6].

Core Insights - In 2024, 63 listed companies in Dongguan reported a total revenue of 127.37 billion yuan, a year-on-year increase of 2.57%, while net profit decreased by 19.81% to 6.036 billion yuan [2][6] - Among these companies, 37 experienced positive revenue growth, with 26 reporting negative growth [3] - Shengyi Technology led in revenue with 20.39 billion yuan, marking a 22.92% increase from the previous year, and also achieved the highest net profit of 1.739 billion yuan, up 49.37% [3][6] Revenue Performance - The top 10 companies by revenue include Shengyi Technology, Xiangxin Technology, and Jianlang Hardware, with Shengyi Technology significantly outperforming others [3] - Xiangxin Technology reported a revenue of 6.744 billion yuan, an 18.25% increase, maintaining double-digit growth for four consecutive years [4] - The fastest revenue growth was seen in Jinlong Co., with a staggering 245.16% increase, reaching 663 million yuan [4][5] Net Profit Analysis - The total net profit for the 63 companies was 6.036 billion yuan, with Shengyi Technology again leading with a net profit of 1.739 billion yuan [6][7] - Dongguan Holdings followed with a net profit of 955 million yuan, up 43.26%, attributed to investment gains from exiting a construction project [6] - Shengyi Electronics turned a profit with a net profit of 332 million yuan, driven by increased demand in AI computing and PCB products [7] R&D Investment - A total of 27 companies invested over 100 million yuan in R&D, with Shengyi Technology leading at 1.157 billion yuan, accounting for 5.67% of its revenue [8] - The R&D focus for Shengyi Technology includes low-loss copper-clad laminates for next-generation servers and high-thermal conductivity materials for 5G applications [9] - Other notable R&D investments include 352 million yuan by Aohai Technology, which is expanding its product lines in energy electronics [9] New Listings - In 2024, three new A-share companies were added in Dongguan, with only Qiaofeng Intelligent achieving revenue and net profit growth [10][11] - Qiaofeng Intelligent reported a revenue of 1.760 billion yuan and a net profit of 205 million yuan, both showing significant year-on-year increases [10] - The other two new companies, Huicheng Vacuum and Changlian Technology, experienced declines in net profit despite some revenue growth [11][12]

Core Insights - The overall performance of over 60 listed companies in Dongguan shows a stark contrast, with rapid growth in R&D investment despite varying financial results [1][2] - The leading companies in R&D spending are Shengyi Technology, Aohai Technology, and Shengyi Electronics, with investments of 1.156 billion, 352 million, and 283.6 million respectively [1][2] - The electronic information industry leads in R&D investment among Dongguan's listed companies, reflecting its technology-intensive nature [2][3] R&D Investment Overview - 27 listed companies in Dongguan reported R&D expenditures exceeding 100 million, with nine companies surpassing 200 million [6] - Shengyi Technology's R&D investment increased by 37.57% year-on-year, reaching 1.156 billion in 2024, compared to 840 million in 2023 [2][3] - Aohai Technology's R&D expenses reached 352 million, a 14.14% increase, accounting for 5.48% of its revenue [4][5] Industry Trends - The electronic industry is experiencing structural improvements due to the rise of AI and new technologies, with global semiconductor revenue growing by 18.1% [3] - The demand for AI servers and data center equipment is driving growth in the semiconductor sector, alongside a recovery in the consumer electronics market [3] - Shengyi Technology's R&D focuses on advanced technologies such as low-loss copper-clad laminates for next-generation servers and high-end AI servers [3][7] Company-Specific Developments - Aohai Technology has accumulated 730 global patents, with a focus on core technologies to meet diverse energy application needs [5] - Yutong Optical's R&D investment grew by 41.56% to 172.8 million, with a significant increase in R&D personnel [5][6] - Sijuan New Materials reported the highest R&D growth rate at 56.42%, with a focus on heat dissipation solutions [6][7] Declining R&D Investments - St. Quanwei experienced a significant drop in R&D investment, down 61.09% to 13.72 million, due to a reduction in personnel [8] - Hongyuan A reported a complete cessation of R&D investment, attributing it to market constraints affecting profitability [8]