方正科技集团股份有限公司（以下简称"公司"）于 2025 年 8 月 27 日收到 上海证券交易所（以下简称"上交所"）出具的《关于受理方正科技集团股份有 限公司沪市主板上市公司发行证券申请的通知》 〔2025〕260 （上证上审（再融资） 号），上交所依据相关规定对公司报送的沪市主板上市公司发行证券的募集说明 书及相关申请文件进行了核对，认为该项申请文件齐备，符合法定形式，决定予 以受理并依法进行审核。 公司本次向特定对象发行 A 股股票事项尚需通过上交所审核，并获得中国 证券监督管理委员会（以下简称"中国证监会"）做出同意注册的决定后方可实 施，最终能否通过上交所审核，并获得中国证监会同意注册的决定及其时间尚存 在不确定性。公司将根据该事项的进展情况及时履行信息披露义务，敬请广大投 资者注意投资风险。 证券代码：600601 证券简称：方正科技 公告编号：临 2025-050 方正科技集团股份有限公司 关于2025年度向特定对象发行A股股票申请 获得上海证券交易所受理的公告 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。 ...

股票代码：600601 股票简称：方正科技 方正科技集团股份有限公司 募集说明书 （申报稿） 保荐机构（主承销商） （成都市青羊区东城根上街 95 号） （上海市静安区天目西路 128 号 19 层 1902 室） 二〇二五年八月 方正科技集团股份有限公司 募集说明书 本公司及全体董事、监事、高级管理人员承诺募集说明书及其他信息披露资 料不存在任何虚假记载、误导性陈述或重大遗漏，并对其真实性、准确性及完整 性承担连带赔偿责任。 公司负责人、主管会计工作负责人及会计机构负责人保证募集说明书中财务 会计资料真实、完整。 中国证券监督管理委员会、上海证券交易所对本次发行所作的任何决定或意 见，均不表明其对申请文件及所披露信息的真实性、准确性、完整性作出保证， 也不表明其对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断 或保证。任何与之相反的声明均属虚假不实陈述。 根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由发 行人自行负责。投资者自主判断发行人的投资价值，自主作出投资决策，自行承 担证券依法发行后因发行人经营与收益变化或者证券价格变动引致的投资风险。 方正科技集团股份有限公司 募集说 ...

方正科技集团股份有限公司 审 计 报 告 众环审字(2025)0500383号 目 录 起始页码 审计报告 | 财务报表 | | | --- | --- | | 合并资产负债表 | 1 | | 合并利润表 | 3 | | 合并现金流量表 | 4 | | 合并股东权益变动表 | 5 | | 资产负债表 | 7 | | 利润表 | 9 | | 现金流量表 | 10 | | 股东权益变动表 | 11 | | 财务报表附注 | 13 | | 财务报表附注补充资料 | 145 | 6-1-1 审 计 报 告 众环审字(2025)0500383 号 方正科技集团股份有限公司全体股东： 一、 审计意见 我们审计了方正科技集团股份有限公司（以下简称"贵公司"）财务报表，包括 2024 年 12 月 31 日的合并及公司资产负债表，2024 年度的合并及公司利润表、合并及公司现金 流量表、合并及公司股东权益变动表以及相关财务报表附注。 我们认为，后附的财务报表在所有重大方面按照企业会计准则的规定编制，公允反映了 贵公司 2024 年 12 月 31 日合并及公司的财务状况以及 2024 年度合并及公司的经营成果和现 金流量。 ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | F5G概念 | 0.46 | 钛白粉概念 | -3.88 | | 中国AI 50 | 0.36 | 兵装重组概念 | -3.63 | | 共封装光学(CPO) | 0.18 | 天津自贸区 | -3.49 | | 稀土永磁 | 0.10 | 太赫兹 | -3.40 | | 智能音箱 | -0.27 | 基因测序 | -3.38 | | WiFi 6 | -0.46 | 细胞免疫治疗 | -3.29 | | MLOps概念 | -0.49 | 猴痘概念 | -3.25 | | 星闪概念 | -0.62 | 血氧仪 | -3.25 | | MCU芯片 | -0.66 | 幽门螺杆菌概念 | -3.24 | | 国家大基金持股 | -0.72 | 辅助生殖 | -3.23 | 资金流入比率方面，剑桥科技、方正科技、旭光电子等流入比率居前，主力资金净流入率分别为 38.19%、22.29%、16.79%。（数据宝） 共封装光学(CPO)概念资金流入榜 截至8月27日收盘，共封装光学(CPO)概念 ...

Market Overview - The Shanghai Composite Index fell by 1.76% on August 27, with only one industry, telecommunications, showing an increase of 1.66%. The beauty and real estate sectors experienced the largest declines, with drops of 3.86% and 3.51% respectively [1]. Capital Flow - The main capital flow in the two markets showed a net outflow of 129.75 billion yuan, with all industries under Shenwan experiencing net outflows. The computer industry had the largest net outflow of 16.31 billion yuan, followed by the pharmaceutical and biological sector with a net outflow of 12.33 billion yuan. Other industries with significant outflows included electronics, automotive, and machinery [1]. Electronics Industry Performance - The electronics sector declined by 0.40%, with a total net outflow of 11.58 billion yuan. Out of 467 stocks in this sector, 109 rose, 6 hit the daily limit, and 353 fell. A total of 138 stocks saw net inflows, with 24 stocks receiving over 100 million yuan in net inflows. The top three stocks with the highest net inflows were Fangzheng Technology (1.22 billion yuan), Changchuan Technology (977 million yuan), and Ruixin Micro (641 million yuan) [1]. Electronics Industry Outflow - Among the stocks with significant net outflows, 46 stocks had outflows exceeding 100 million yuan. The top three stocks with the largest net outflows were Lingyi Technology (-2.96 billion yuan), Shenghong Technology (-818.94 million yuan), and Haiguang Information (-647.22 million yuan) [2]. Notable Stocks in Electronics Sector - The following stocks in the electronics sector had notable performances: - Fangzheng Technology: +9.99%, turnover rate 15.43%, main capital flow 1.22 billion yuan - Changchuan Technology: +16.98%, turnover rate 26.06%, main capital flow 977 million yuan - Ruixin Micro: +10.00%, turnover rate 3.40%, main capital flow 640 million yuan - Other notable stocks included Ziguang Guowei (+0.99%), Industrial Fulian (+0.53%), and Zhaoyi Innovation (+2.74%) [1]. Underperforming Stocks in Electronics Sector - The following stocks in the electronics sector experienced significant declines: - Lingyi Technology: -0.94%, main capital flow -2.96 billion yuan - Shenghong Technology: -1.96%, main capital flow -818.94 million yuan - Haiguang Information: -2.68%, main capital flow -647.22 million yuan - Other underperformers included TCL Technology (-2.51%), Changying Precision (-6.13%), and O-film (-4.08%) [2].

Market Overview - On August 27, the component sector declined by 0.46% compared to the previous trading day, with Jin'an Guoji leading the decline [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Stock Performance - Notable gainers included: - Fangzheng Technology (600601) with a closing price of 8.70, up 9.99% and a trading volume of 6.44 million shares, totaling 5.467 billion yuan [1] - Shennan Circuit (002916) closed at 169.50, up 4.19% with a trading volume of 135,900 shares, totaling 2.342 billion yuan [1] - Major decliners included: - Jin'an Guoji (002636) closed at 13.27, down 6.42% with a trading volume of 565,400 shares, totaling 776 million yuan [2] - Nanya New Materials (688519) closed at 68.68, down 6.34% with a trading volume of 130,600 shares, totaling 916 million yuan [2] Capital Flow - The component sector experienced a net outflow of 1.111 billion yuan from institutional investors, while retail investors saw a net inflow of 1.493 billion yuan [2] - The capital flow for specific stocks showed: - Fangzheng Technology had a net inflow of 1.099 billion yuan from institutional investors, while retail investors had a net outflow of 487 million yuan [3] - Xingsen Technology (002436) had a net inflow of 190 million yuan from institutional investors, but a net outflow of 75.252 million yuan from retail investors [3]

截至3月31日，方正科技股东户数23.81万，人均流通股1.75万股。 2025年1月-3月，方正科技实现营业收入9.52亿元，同比增长23.68%；归属净利润7847.72万元，同比增 长2.04%。 8月27日，方正科技盘中9.99%涨停，截至10:53，报8.7元/股，成交30.59亿元，换手率8.78%，总市值 371.82亿元。 资料显示，方正科技集团股份有限公司位于上海市南京西路1515号嘉里商务中心9楼，公司专注于PCB 产品的设计、研发、生产和制造，提供QTA和NPI服务，涵盖高密度互连板、多层板、软硬结合板等。 其产品广泛应用于移动智能终端、5G通信、数据中心、工业控制等多个领域。 ...

Group 1 - The CPO concept stocks in the A-share market continue to perform strongly, with notable increases in share prices for companies such as Shijia Photon (up 13.34%), Xinyi Sheng (up 11.60%), and Cambridge Technology (up 10.00%) [1][2] - The total market capitalization of these companies varies significantly, with Xinyi Sheng having a market cap of 312.8 billion and Shijia Photon at 36.6 billion [2] - Year-to-date performance shows substantial growth, with Shijia Photon up 388.17% and Xinyi Sheng up 282.81% [2] Group 2 - Zhongji Xuchuang reported a revenue of 14.789 billion for the first half of 2025, representing a year-on-year growth of 36.95%, and a net profit of 3.995 billion, up 69.40% [2] - The company plans to distribute a cash dividend of 4 yuan per 10 shares based on 1.111 billion shares [2] Group 3 - Cambridge Technology clarified that it does not currently produce chips containing CPO technology, and its related core components are still in the research and design phase, with no business revenue generated yet [3] - The LPO business has sent samples to several North American clients, but the cumulative orders and shipment amounts for the first half of 2025 account for only about 0.03% of the company's revenue during the same period [3] - Investors are advised to rationally assess the company's progress in emerging technologies and not to overinterpret the short-term impact on performance [3]

New Stock Issuance - The new stock issuance for Sanxie Electric (证券代码: 920100) is priced at 8.83[1] - Shenkou Co. (证券代码: 002633) has a tender offer period from July 29, 2025, to August 27, 2025[1] - Fushun Special Steel (证券代码: 600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] Market Alerts - Changcheng Military Industry (证券代码: 601606) is experiencing severe abnormal fluctuations[1] - ST Yanzhen (证券代码: 603389) has reported significant trading anomalies[1] - ST Zhongdi (证券代码: 000609) has been flagged for unusual trading activity[1] Other Notable Stocks - Zhanjiang Development (证券代码: 000753) and Pudong Construction (证券代码: 600284) are also under scrutiny for trading irregularities[1] - The stock of Zhaoyi Innovation (证券代码: 603986) is being monitored for potential volatility[1] - The stock of ST Suwu (证券代码: 600200) has been highlighted for its trading behavior[1]

[Table_Main] 行业研究|可选消费|耐用消费品与服装 证券研究报告 行业政策跟踪 1）全国消费品以旧换新工作推进电视电话会在京召开。2）贴息政策 与消费品以旧换新政策形成组合拳。 耐用消费品与服装行业周报、月报 2025 年 08 月 25 日 [Table_Title] 促消费政策再加码，贴息+以旧换新组合 拳共促消费活力 ——智能家居行业双周报 [Table_Summary] 报告要点： 行情回顾 1）双周行情：近 2 周（2025.08.09-2025.08.22）上证综指上涨 5.24%， 深证成指上涨 9.32%，创业板指上涨 14.94%；智能家居指数 （399996.SZ）上涨 14.16%，跑赢上证综指 8.92pct，跑赢深证成指 4.84pct，跑输创业板指 0.77pct。 2）细分板块：近 2 周，智能家居指数中，电子元器件及零部件、内容 /网络服务提供商、软件、智能家居产品及解决方案板块涨跌幅分别为 +23.68%、+12.02%、+23.89%、+4.95%；年初至今四个细分板块涨 跌幅分别为+62.20%、+11.29%、+18.68%、+9.76%。 3）个股：近 2 ...