方正科技（600601）公告，新方正控股发展有限责任公司因自身资金需求，计划以集中竞价交易方式减 持不超过4170.29万股公司股份，占公司总股本的1%。截至2025年6月9日，新方正控股累计减持762.64 万股，减持比例为0.18%，减持价格区间为4.28～5.63元/股，减持总金额为4072.71万元。减持后，新方 正控股持有公司股份9451.2万股，占公司总股本的2.27%。 ...

AI硬件端震荡走强，天孚通信（300394）涨近10%，中际旭创（300308）、太辰光（300570）、方正科 技（600601）、罗博特科（300757）、沪电股份（002463）、沃尔核材（002130）等跟涨。 暗盘资金一眼洞悉庄家意图>> ...

Macro Dynamics - The State Council has announced the fourth national agricultural census to be conducted in 2026, focusing on rural households and agricultural production conditions [1] - The People's Bank of China will conduct a 10 trillion yuan reverse repurchase operation to maintain liquidity in the banking system, with a term of 3 months [2] Automotive Industry - The retail sales of passenger cars in China reached 1.93 million units in May, a year-on-year increase of 13%, with cumulative sales of 8.80 million units in 2023, up 9% [3] - The Ministry of Commerce emphasizes the importance of the automotive industry as a pillar of the national economy and plans to enhance policies to stimulate automotive consumption [6] Sports and Tourism - The ongoing Jiangsu Province City Football League has led to a surge in tourism, with a 305% increase in scenic area bookings from June 2 to June 8 [4] Rare Earth Exports - The Ministry of Commerce stated that China will approve export license applications for rare earths that meet regulations, emphasizing the dual-use nature of these materials [5] Financial Institutions - Citigroup announced a global simplification initiative, reducing approximately 3,500 technical staff in its global technology solutions centers, but operations in China will remain unaffected [7] Market Data - The ChiNext Index rose by 1.17%, with significant gains in CPO and computing power rental concepts, while the pharmaceutical sector experienced a pullback [8] - The financing balance of the two markets increased by 22.62 billion yuan, with the Shanghai Stock Exchange reporting a balance of 907.55 billion yuan [9] Company Dynamics - Wens Foodstuff Group reported a 14.23% year-on-year increase in pig sales revenue for May, totaling 5.32 billion yuan [12] - Yara International's supervisor is under investigation for insider trading, but the company's operations remain normal [13] - Haitai Development is planning to acquire a controlling stake in Zhixueyun Technology [14] - Wentech Technology's shareholder plans to reduce its stake by up to 3% [15]

Market Overview - The Shanghai Composite Index rose by 0.23% on June 5, with 12 industries experiencing gains, led by the communication and electronics sectors, which increased by 2.62% and 2.31% respectively [1] - The beauty and personal care, as well as textile and apparel industries, saw the largest declines, with decreases of 3.07% and 1.81% respectively [1] Capital Flow Analysis - The main capital flow showed a net outflow of 337 million yuan across the two markets, with 11 industries experiencing net inflows [1] - The electronics sector led the net inflow with 4.841 billion yuan, followed by the computer industry with a net inflow of 3.214 billion yuan [1] Electronics Sector Performance - The electronics industry rose by 2.31%, with a total net inflow of 4.841 billion yuan, and out of 461 stocks in this sector, 411 stocks increased in value, while 45 stocks declined [2] - Notable stocks with significant net inflows included Industrial Fulian with 712 million yuan, followed by Wolong Materials and Founder Technology with 414 million yuan and 407 million yuan respectively [2] Electronics Sector Outflow Analysis - The stocks with the highest net outflows in the electronics sector included Shangluo Electronics with a net outflow of 238 million yuan, followed by Shenghong Technology and Dongshan Precision with outflows of 172 million yuan and 128 million yuan respectively [3] - Other notable stocks with significant outflows included TCL Technology and Xuguang Electronics, with net outflows of 127 million yuan and 84 million yuan respectively [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 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： ● 会议召开时间：2025年5月15日（星期四）15:00-16:30 ● 会议召开地点：上海证券交易所"上证路演中心"网站（网址：https://roadshow.sseinfo.com/） ● 会议召开方式：上证路演中心网络文字互动 ● 投资者可于2025年5月8日（星期四）至5月14日（星期三）16:00前登录"上证路演中心"网站首页点 击"提问预征集"栏目或通过公司邮箱IR@foundertech.com进行提问。公司将在说明会上对投资者普遍关 注的问题进行回答。 方正科技集团股份有限公司（以下简称"公司"）已于2025年3月29日发布公司2024年年度报告、于2025 年4月26日发布公司2025年第一季度报告。为便于广大投资者更全面深入地了解公司2024年度、2025年 一季度的经营成果、财务状况，公司计划于2025年5月15日（星期四） 15:00-16:30参加2025年上海辖区 上市公司年报集体业 ...

证券代码：600601 证券简称：方正科技 公告编号：临 2025-021 方正科技集团股份有限公司 关于参加2025年上海辖区上市公司年报集体业绩 说明会的公告 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。 重要内容提示： 方正科技集团股份有限公司（以下简称"公司"）已于 2025 年 3 月 29 日发 布公司 2024 年年度报告、于 2025 年 4 月 26 日发布公司 2025 年第一季度报告。 为便于广大投资者更全面深入地了解公司 2024 年度、2025 年一季度的经营成果、 财务状况，公司计划于 2025 年 5 月 15 日 （星期四） 15:00-16:30 参加 2025 年 上海辖区上市公司年报集体业绩说明会，就投资者关心的问题进行交流。 1 会议召开时间：2025 年 5 月 15 日（星期四）15:00-16:30 会议召开地点：上海证券交易所"上证路演中心"网站（网址： 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2024 年度、2025 年一 季度的经营成果及财务指标 ...

方正科技集团股份有限公司 简式权益变动报告书 方正科技集团股份有限公司 简式权益变动报告书 上市公司名称：方正科技集团股份有限公司 股票上市地点：上海证券交易所 股票简称：方正科技 股票代码：600601 信息披露义务人 3：北京方正互联技术有限公司 住所：北京市海淀区成府路 298 号中关村方正大厦 6 层 601B 通讯地址：北京市海淀区成府路 298 号中关村方正大厦 6 层 601B 权益变动性质：股份减少，持股比例降至 10% 签署日期：2025 年 4 月 28 日 信息披露义务人 1：方正信息产业有限责任公司 住所：珠海市横琴新区汇通三路 108 号 23 楼 B 区 2309-9 通讯地址：珠海市横琴新区汇通三路 108 号 23 楼 B 区 2309-9 信息披露义务人 2：新方正控股发展有限责任公司 住所：珠海市横琴新区华金街 58 号横琴国际金融中心大厦 3007 通讯地址：珠海市横琴新区华金街 58 号横琴国际金融中心大厦 3007 方正科技集团股份有限公司 简式权益变动报告书 信息披露义务人声明 本部分所述词语或简称与本报告书"释义"所述词语或简称具有相同含义。 一、信息披露义务人依 ...

证券代码：600601 证券简称：方正科技 公告编号：临 2025-020 方正科技集团股份有限公司 关于股东权益变动的提示性公告 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： 公司于 2025 年 4 月 28 日收到股东方正信息产业、新方正控股、方正互联发 来的《简式权益变动报告书》，现将其有关权益变动情况公告如下： 一、本次权益变动基本情况 （一）信息披露义务人 2 2、新方正控股 企业名称 新方正控股发展有限责任公司 注册地址 珠海市横琴新区华金街 58 号横琴国际金融中心大厦 3007 法定代表人 戴巍 注册资本 725,000 万元人民币 统一社会信用代码 91440400MA57B36N71 企业类型 其他有限责任公司 经营范围 一般项目：企业管理咨询；以自有资金从事投资活动；技 术服务、技术开发、技术咨询、技术交流、技术转让、技 术推广；文化、办公用设备制造；计算机软硬件及外围设 备制造；通信设备制造；仪器仪表制造；财务咨询；电子 | | 产品销售；计算机软硬件及辅助设备零售；计算机软硬件 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [7] Core Views - The company reported a revenue of 0.952 billion yuan in Q1 2025, representing a year-on-year growth of 23.68% - The net profit attributable to the parent company was 0.078 billion yuan, with a year-on-year increase of 2.04% - The gross margin and net margin for Q1 2025 were 21.91% and 8.25%, reflecting a year-on-year change of +2.70 percentage points and -1.75 percentage points respectively [2][5] Summary by Sections Financial Performance - In Q1 2025, the company achieved a total revenue of 0.952 billion yuan, which is a 23.68% increase compared to the previous year - The net profit attributable to the parent company was 0.078 billion yuan, showing a growth of 2.04% year-on-year - The gross margin was reported at 21.91%, an increase of 2.70 percentage points, while the net margin was 8.25%, a decrease of 1.75 percentage points [2][5] Market Position and Strategy - The company is focusing on high-end markets, particularly in the PCB sector, with an emphasis on high-density interconnect (HDI) boards and high-layer boards - The demand for PCBs is expected to grow due to the increasing applications in AI servers, high-speed networks, and smart terminals - The company aims to enhance its high-margin customer sales ratio and improve its supply capabilities for high-end HDI products [12] Future Outlook - The company is projected to achieve net profits of 0.346 billion yuan, 0.434 billion yuan, and 0.541 billion yuan for the years 2025, 2026, and 2027 respectively - Corresponding price-to-earnings ratios are expected to be 52.39, 41.81, and 33.52 for the same years [12][19]

Financial Overview - Company achieved total operating revenue of 952 million yuan in Q1 2025, a year-on-year increase of 23.68% [1] - Net profit attributable to shareholders reached 78.48 million yuan, up 2.04% year-on-year [1] - Deducted non-recurring profit reached 68.55 million yuan, showing a significant increase of 50.36% year-on-year [1] Profitability Analysis - Gross margin stood at 21.91%, reflecting a year-on-year increase of 14.04%, indicating improved cost control [2] - Net margin was 8.25%, down 17.5% year-on-year, potentially due to increased operational costs or other factors [2] - The ratio of operating expenses to revenue was 6.68%, a decrease of 4.33% year-on-year, demonstrating effective expense management [2] Asset and Liability Situation - Cash reserves amounted to 1.419 billion yuan, a year-on-year increase of 63.99%, indicating strong liquidity [3] - Accounts receivable reached 948 million yuan, up 22.64% year-on-year, with a concerning ratio of accounts receivable to net profit attributable to shareholders at 368.44%, suggesting potential bad debt risks [3] - Interest-bearing liabilities increased significantly to 1.441 billion yuan, a year-on-year rise of 261.04%, necessitating careful monitoring of the debt level [3] Per Share Metrics - Earnings per share (EPS) remained stable at 0.02 yuan, unchanged from the same period last year [4] - Net asset value per share was 1.0 yuan, reflecting a year-on-year growth of 6.81% [4] - Operating cash flow per share was 0.05 yuan, an increase of 18.26% year-on-year [4] Business Model and Financing Dividends - Company’s performance is primarily driven by R&D and capital expenditures, with cumulative financing of 2.711 billion yuan over 35 years and cumulative dividends of 298 million yuan, resulting in a low dividend-to-financing ratio of 0.11, indicating a preference for reinvestment over dividends [5]