1.身份类别 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：2025-062 广东生益科技股份有限公司 关于持股5%以上股东权益变动触及1%刻度的提示性公告 股东广东省广新控股集团有限公司保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： ■ 2025年12月9日，广东生益科技股份有限公司（以下简称"公司"）收到公司持股5%以上股东广东省广新 控股集团有限公司（以下简称"广新集团"）的通知，广新集团于2025年11月26日至2025年12月9日期间 通过上海证券交易所以集中竞价交易方式减持股份12,910,100股，占公司总股本（2,429,119,230股，下 同）的比例为0.53%，其所持公司股份比例由24.38%减少至23.85%，权益变动触及1%刻度。现将有关 事项公告如下： 一、信息披露义务人及其一致行动人的基本信息 三、其他说明 1.本次权益变动为股东实施前期披露的减持计划，不触及要约收购，具体内容详见公司于2025年11月4 日 ...

Shareholder Reduction - Shandong Electric Power Construction plans to reduce its stake in Liyuan New Energy by 1% [1] - Chiyao Investment and its concerted parties intend to reduce their holdings in Haomei New Materials by no more than 0.4404% [1] - Shareholder Xiang Jinyu of Aokang International aims to reduce his stake by no more than 3% [1] - The controlling shareholder of Donghua Testing and its concerted parties plan to reduce their holdings by no more than 1.99% [1] - The actual controller's concerted parties of Kute Intelligent plan to reduce their stake by no more than 2% [1] - Runke Investment intends to reduce its stake in Meixin Technology by no more than 1.6047% [1] - Guochuang Kaiyuan plans to reduce its holdings in Shanshi Network Technology by no more than 180.24 million shares [1] - The controlling shareholder of Shenzhou Information intends to reduce its stake by no more than 2.9543% [1] - Shareholder Wang Donghui of Juguang Technology plans to reduce 2.6958 million shares [1] - Shareholder Fan Jianhua of Dingxin Communications has completed the reduction of 2 million shares [1] - Shareholder Ouyang Ruiqun of Wanlang Magnetic has reduced 1.5984 million shares [1] - Shareholder Guangxin Group of Shengyi Technology has reduced 12.9101 million shares [1] - Advanced Manufacturing Fund and Beijing-Tianjin-Hebei Fund collectively reduced 1.03% of their holdings in Tianzhihang [1] Other Corporate Actions - SIRUI Technology has terminated its major asset restructuring plan and its stock has resumed trading [1] - ST Meichen and its wholly-owned subsidiary have been included in the list of dishonest executors [1]

Summary of Key Points Core Viewpoint - On December 9, several A-share listed companies disclosed their shareholding changes, with notable increases in shareholdings from companies like Financial Street, Songcheng Performance, and others, while 14 companies, including Shengyi Technology and Shen Zhou Information, reported reductions in shareholdings [1][2][3] Group 1: Shareholding Increases - Financial Street reported that Harmony Health Insurance increased its shareholding by 7.0384 million shares from December 4 to December 8 [2][3] - Songcheng Performance plans to repurchase shares worth between 100 million to 200 million yuan for cancellation and reduction of registered capital [2][3] - Yingpais intends to increase its shareholding by 60 million to 120 million yuan [2][3] - Huatai Medical plans to repurchase shares worth between 200 million to 250 million yuan [2][3] - American Shares plans to repurchase shares worth between 30 million to 60 million yuan [2][3] Group 2: Shareholding Reductions - Shengyi Technology's largest shareholder, Guangxin Group, reduced its holdings by 12.91 million shares from November 26 to December 9 [2][3] - Saiwei Microelectronics' shareholder, Shanghai Lingguan, plans to reduce holdings by no more than 14,500 shares [2][3] - Shen Zhou Information's controlling shareholder, Shenma Software, plans to reduce its holdings by no more than 2.95% [2][3] - Demingli's shareholder, Wei Hongzhang, reduced holdings by a total of 2.8433 million shares from November 7 to December 8 [2][3] - Ying Shisheng's controlling shareholder, Tang Qiu, reduced holdings by 1% [2][3] - Meixin Technology's shareholder, Runke Investment, plans to reduce holdings by no more than 1.6047% [2][3] - Benli Technology's deputy general manager, Sheng Mengjun, plans to reduce holdings by no more than 0.07% [2][3] - Donghua Testing's controlling shareholder and its concerted actions plan to reduce holdings by no more than 1.99% [2][3] - Kute Intelligent's controlling shareholder's concerted action, Zhang Yunlan, plans to reduce holdings by no more than 2% [2][3] - Haomei New Materials' shareholder, Chi Yao Investment, plans to reduce holdings by no more than 0.44% [2][3] - Aokang International's shareholder, Xiang Jinyu, plans to reduce holdings by no more than 3% [2][3] - Aerospace Development's fourth largest shareholder, Aerospace Science and Industry Asset Company, reduced holdings by 1.3435 million shares on December 9 [2][3] - Lide New Energy's shareholder, Shandong Electric Construction, plans to reduce holdings by no more than 1% [2][3] - Yingfang Micro's shareholding by Dongfang Securities has fallen below 5% [2][3]

格隆汇12月9日丨生益科技(600183.SH)公布，2025年12月9日，公司收到公司持股5%以上股东广东省广 新控股集团有限公司的通知，广新集团于2025年11月26日至2025年12月9日期间通过上海证券交易所以 集中竞价交易方式减持股份1291.01万股，占公司总股本（24.29亿股）的比例为0.53%，其所持公司股 份比例由24.38%减少至23.85%，权益变动触及1%刻度。 ...

证券代码：600183 证券简称：生益科技 公告编号：2025-062 广东生益科技股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示 性公告 股东广东省广新控股集团有限公司保证向本公司提供的信息真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 2025 年 12 月 9 日，广东生益科技股份有限公司（以下简称"公司"）收 到公司持股 5%以上股东广东省广新控股集团有限公司（以下简称"广新集团"） 的通知，广新集团于 2025 年 11 月 26 日至 2025 年 12 月 9 日期间通过上海证券 交易所以集中竞价交易方式减持股份 12,910,100 股，占公司总股本 （2,429,119,230 股，下同）的比例为 0.53%，其所持公司股份比例由 24.38%减 少至 23.85%，权益变动触及 1%刻度。现将有关事项公告如下： 重要内容提示： 权益变动方向 比例增加□ 比例减少 权益变动前合计比例 24.38% 权益变动后合计比例 23.85% 本次变动是否违反已作出的承诺、意向、计划 是□ 否 是否触发强制 ...

生益科技公告，股东广新集团于2025年11月26日至12月9日期间通过上海证券交易所集中竞价方式减持 公司股份1291.01万股，占公司总股本的0.53%。广新集团持股比例由24.38%减少至23.85%，权益变动触 及1%刻度。本次减持为广新集团前期披露的减持计划的一部分，不违反承诺、不触发强制要约收购义 务。权益变动后，广新集团减持股份计划尚未实施完毕。 ...

每经AI快讯，12月9日，生益科技（600183）(600183.SH)公告称，公司收到公司持股5%以上股东广东 省广新控股集团有限公司(简称"广新集团")的通知，广新集团于2025年11月26日至2025年12月9日期间 通过上海证券交易所以集中竞价交易方式减持股份1291.01万股，占公司总股本的比例为0.53%，其所持 公司股份比例由24.38%减少至23.85%，权益变动触及1%刻度。 ...

对于英伟达产业链上的中国企业而言，H200芯片的获批出口无疑是一针强心剂。概念股的上涨反映了 市场对相关企业能够获得先进芯片供应、提升产品竞争力的积极预期。这些公司作为英伟达的供应链合 作伙伴，或直接受益于H200芯片的对华出口。 市场情绪带动下，AI分支光电路交换机概念、高速铜连接概念，纷纷跟涨，陕西华达（301517.SZ） 20cm涨停，德科立涨（688205.SH）逾18%，太辰光（300570.SZ）涨超8%，普遍创下近期阶段新高。 12月9日，美国总统特朗普宣布批准英伟达向中国出口H200人工智能芯片同时"抽成25%"的消息，迅速 引发市场对英伟达板块的强烈反应。A股相关概念股集体高开，国产AI芯片企业则呈现分化走势。 相比之下，国产GPU企业表现分化。业内认为，这在一定程度上反映了市场对国产GPU替代英伟达芯片 的预期存在分歧，以及行业在面对国际竞争与技术进口时的复杂心态，短期内英伟达H200芯片或仍将 是AI计算领域的主流选择。 摩尔线程（688795.SH）小幅低开后快速翻红，截至发稿上涨3.22%，报613元；海光信息 （688041.SH）、寒武纪（688256.SH）等AI芯片龙头小幅 ...

每经AI快讯，12月9日，电路板指数盘中上涨2%。成分股中，胜宏科技涨超8%；超声电子、生益电子 涨超7%；生益科技、崇达技术跟涨，分别上涨6.81%、6.20%。 （文章来源：每日经济新闻） ...

Strategy - The technology competition under the Kondratiev wave continues to open up valuation ceilings, with a focus on "bottleneck" and future industry high ground [14][15] - The current valuation of China's science and technology innovation is still lower than that during the internet boom in the 1990s, indicating potential for further upward movement [14][18] - The "14th Five-Year Plan" emphasizes seizing the high ground of technological development, focusing on key areas such as integrated circuits and advanced manufacturing [14][19] Electronics - The scaling law remains effective, with the introduction of multi-modal and agent models expected to accelerate AI computing demand [8][15] - The PCB industry is anticipated to maintain high growth due to its heavy asset nature and product structure optimization, which can lead to non-linear performance improvements for companies [8][15] Computer - New models are being launched intensively, marking a shift in AI competition towards "strong reasoning + native multi-modal" capabilities [9][15] - Significant releases include Google's Gemini 3 and DeepSeek V3.2, which enhance multi-modal understanding and practical applications [9][15] Media - Long-term optimism for the acceleration of AI product applications and commercialization, with a focus on AI agents, companionship, multi-modal applications, education, and edge AI [9][15] Humanoid Robots - The industry is transitioning from concept validation to commercialization, with companies that have growth potential in key components or specific solutions likely to benefit [10][15] - Investment opportunities are identified in the incremental component sector, with a focus on aesthetic preferences in the market [10][15] Automotive - The launch of Horizon Robotics' HSD and J6P models marks a significant step in mass production, with companies like WeRide and Pony.ai also making strides in the market [10][15] - Recommendations include focusing on luxury car opportunities with strong product pipelines and valuation elasticity, as well as autonomous driving technologies [10][15] Selected Portfolio - The December selected portfolio includes upstream production tools like Zhuoyi Information, upstream computing infrastructure such as Jingwang Electronics, and downstream applications like Alibaba [11][15]