证券代码：600601 证券简称：方正科技 公告编号：临 2025-053 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集体接待日 暨中报业绩说明会活动的公告 二、说明会召开的时间、地点 （一）会议召开时间：2025 年 9 月 19 日（星期五） 15:00-17:00 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 8 月 29 日披 露了公司 2025 年半年度报告，为进一步加强与投资者的互动交流，公司将参加 由中国证券监督管理委员会上海监管局指导、上海上市公司协会及深圳市全景网 络有限公司联合举办的"2025 年上海辖区上市公司集体接待日暨中报业绩说明 会活动"，现将有关事项公告如下: 1 会议召开时间：2025 年 9 月 19 日（星期五） 15:00-17:00 会议召开地点："全景路演"网站(http://rs.p5w.net) 会议召开方式："全景路演"网络互动 投资者可于 2025 年 9 月 19 日 14： ...

Core Viewpoint - The stock of Fangzheng Technology experienced an abnormal fluctuation with a cumulative closing price increase of 20% over three consecutive trading days from September 10 to 12, 2025 [1] Company Operations - The company confirmed that its production and operational activities are normal and that there have been no significant changes in the internal and external operating environment [1] - The company is advancing its plan to issue A-shares to specific investors for the year 2025, although the final outcome remains uncertain [1] Market Activity - The company did not find any media reports or market rumors that could have influenced the stock price during the period of abnormal fluctuation [1] - Company executives and major shareholders did not engage in any buying or selling of the company's stock during the period of abnormal price movement [1] Investor Advisory - The company has reminded investors to be cautious regarding investment risks in the secondary market [1]

Group 1 - The core viewpoint of the news highlights the performance of stocks in the A-share market, particularly focusing on the surge of PCB concept stocks such as Jingwang Electronics and Fangzheng Technology, which have achieved consecutive trading limits [1] - On September 12, a total of 75 stocks in the A-share market reached their daily limit, indicating a strong market sentiment [1] - Notable stocks with consecutive trading limits include *ST Weier with 6 limits, *ST Yatai with 5 limits, and Suning Universal with 4 limits, showcasing diverse sectors such as aluminum-plastic film, fine chemicals, and real estate [1] Group 2 - Jingwang Electronics and Fangzheng Technology are specifically mentioned as PCB concept stocks, with Jingwang achieving 3 consecutive limits and Fangzheng achieving 2 [1] - Other sectors represented in the list of stocks with consecutive limits include liquid cooling testing equipment, film and television, satellite communication, and wind power, indicating a broad interest across various industries [1] - The data reflects a trend in the market where certain sectors, particularly technology and renewable energy, are gaining traction among investors [1]

Group 1 - The A-share market saw a collective surge in CPO concept stocks, with notable gains from companies such as Cambridge Technology, Jingwang Electronics, and Founder Technology, all reaching the daily limit up [1] - Citigroup stated that despite significant price increases in Chinese optical module stocks since the beginning of the year, profit-taking is inevitable; however, the overall narrative remains strong due to enhanced visibility of demand through 2027, warranting a revaluation of optical module companies to over 20 times earnings [1] - Target prices for companies such as Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication have been raised to 569 yuan, 472 yuan, and 196 yuan respectively, with key catalysts expected from the CIOE China Optical Expo and third-quarter performance [1] Group 2 - The following companies experienced significant price increases: Cambridge Technology (10.00%), Jingwang Electronics (10.00%), Founder Technology (9.96%), and Zhongji Xuchuang (8.31%) [2] - Year-to-date performance shows substantial gains for companies like Xinyi Sheng (336.97%) and Zhongji Xuchuang (238.97%), indicating strong market momentum [2] - The total market capitalization of these companies varies, with Jingwang Electronics at 591 billion yuan and Zhongji Xuchuang at 463.3 billion yuan, reflecting their significant market presence [2]

Group 1 - The PCB concept index rose by 4.91%, ranking 6th among concept sectors, with 157 stocks increasing in value, including Jin Xin Nuo, Ding Tai Gao Ke, and Si Hui Fu Shi reaching a 20% limit up [1] - Notable gainers included Sheng Hong Technology, Sheng Yi Technology, and Ao Hong Electronics, which rose by 18.38%, 16.28%, and 13.80% respectively [1] - The sector saw a net inflow of 10.195 billion yuan, with 99 stocks receiving net inflows, and 25 stocks exceeding 100 million yuan in net inflows [2] Group 2 - The top net inflow stocks included Sheng Hong Technology with 1.361 billion yuan, followed by Hu Dian Co., Fang Zheng Technology, and Dong Shan Precision with net inflows of 792 million yuan, 757 million yuan, and 631 million yuan respectively [2] - The highest net inflow ratios were observed in Jin An Guo Ji, Hong He Technology, and Ao Hong Electronics, with net inflow ratios of 44.64%, 29.45%, and 27.10% respectively [3] - The PCB concept sector's trading volume was significant, with stocks like Sheng Hong Technology and Hu Dian Co. showing notable turnover rates of 10.87% and 4.35% respectively [3][4]

Market Overview - On September 11, the component sector rose by 10.18% compared to the previous trading day, with SiHui FuShi leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Key Stocks Performance - SiHui FuShi (300852) closed at 44.29, with a significant increase of 19.99% and a trading volume of 108,800 shares, amounting to a transaction value of 457 million [1] - Shenghong Technology (300476) saw a rise of 16.28%, closing at 338.00 with a trading volume of 929,400 shares, resulting in a transaction value of 29.143 billion [1] - Nanya New Materials (615889) increased by 14.14%, closing at 72.88 with a trading volume of 111,000 shares [1] - Other notable performers include: - Shengyi Electronics (688183): +13.80%, closing at 89.07 - Zhongfu Circuit (300814): +13.63%, closing at 44.36 - Chongda Technology (002815): +10.01%, closing at 16.48 [1] Capital Flow Analysis - The component sector experienced a net inflow of 6.681 billion in main funds, while retail funds saw a net outflow of 3.827 billion and 2.854 billion respectively [1] - Specific stock capital flows indicate: - Shenghong Technology had a main fund net inflow of 12.05 billion, with retail outflows of 4.29 billion [2] - Huadian Co. (002463) had a main fund net inflow of 7.31 billion, with retail outflows of 3.31 billion [2] - Other stocks like Shengyi Technology (600601) and Shennan Circuit (002916) also showed significant capital movements [2]

Group 1 - The AI computing power sector in A-shares has experienced significant growth, with major companies like Industrial Fulian (601138) hitting the daily limit for two consecutive days, and CPO giants such as Xinyi Sheng (300502) and Zhongji Xuchuang (300308) rising over 8% [1] - The 5G communication ETF increased by 5.1%, while the AI-focused ETF from the ChiNext market rose by 4.27%, indicating strong investor interest in AI and related technologies [1] Group 2 - Notable stock performances include Cambridge Technology (603083) and Jingwang Electronics (603228), both achieving a 10% increase, while other companies like Fangzheng Technology (600601) and Lian Te Technology (301205) also saw significant gains [2] - Oracle's stock surged nearly 36% after its earnings report, with its cloud business growth forecast raised from 70% to 77%, and a $300 billion computing power agreement signed with OpenAI [2] Group 3 - Citigroup has raised the target price for "Yizhong Tian," suggesting that despite recent price increases in Chinese optical module stocks, the visibility of demand through 2027 warrants a reevaluation to over 20 times the price-to-earnings ratio [3] Group 4 - The 5G communication ETF (515050) is primarily weighted towards communication equipment, consumer electronics, and optical modules, while also covering AI computing hardware and PCB companies [4] - The ChiNext AI ETF (159381) has the highest CPO content and lowest fee rate, including major stocks like Xinyi Sheng and Zhongji Xuchuang [4] - The AI ETF (515070) covers the entire AI industry chain, including AI chips, computing infrastructure, and algorithm applications [4]

第2笔成交价格为8.09元，成交99.30万股，成交金额803.34万元，溢价率为-13.38%，买方营业部为首创 证券股份有限公司南京高淳古檀大道证券营业部，卖方营业部为平安证券股份有限公司北京市分公司。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 9月10日，方正科技收涨9.11%，收盘价为9.34元，发生5笔大宗交易，合计成交量480.2万股，成交金额 3884.82万元。 第1笔成交价格为8.09元，成交36.90万股，成交金额298.52万元，溢价率为-13.38%，买方营业部为中信 证券股份有限公司上海溧阳路证券营业部，卖方营业部为平安证券股份有限公司北京市分公司。 第5笔成交价格为8.09元，成交100.00万股，成交金额809.00万元，溢价率为-13.38%，买方营业部为机 构专用，卖方营业部为平安证券股份有限公司北京市分公司。 进一步统计，近3个月内该股累计发生21笔大宗交易，合计成交金额为2.41亿元。该股近5个交易日累计 上涨2.41%，主力资金合计净流入3.24亿元。 责任编辑：小浪快报 第3笔成交价格为8.09元，成交124.00万股，成交金额1,00 ...

9月10日，方正科技大宗交易成交480.2万股，成交额3884.82万元，占当日总成交额的0.77%，成交价 8.09元，较市场收盘价9.34元折价13.38%。 | 证券代码 | 交易日期 证券間除 | | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 图出就业窗 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 600601 | 2025-09-10 方正科技 | | 8.09 | 1003.16 | 124 | 国信证券股份有限 公司提州曙光路证 | 平安证券股份有限 公司北京市分公司 | 客 | | | | | | | | 受富补品 | | | | 600601 | 2025-09-10 方正科技 | | 8.09 | 970.8 | 120 | 机构专用 | 平安证券股份有限 公司北京市分公司 | Ka | | 5581212 | 方正科技 2025-09-10 | 600601 | 40959 8.09 | 809 | 100 | 机构专用 | 平安证券股份有限 公司北京市分公司 | ...

Core Viewpoint - The online gaming sector has shown a positive performance with a 1.93% increase, ranking sixth among various concept sectors, indicating strong investor interest and potential growth in this industry [1][2]. Group 1: Market Performance - As of September 10, the online gaming concept saw 51 stocks rise, with notable performers including Giant Network, Wolong New Energy, and ST Kevin hitting the daily limit up [1]. - The top gainers in the sector included Xichuang Data, Xinghui Entertainment, and Founder Technology, which rose by 11.29%, 9.25%, and 9.11% respectively [1]. - Conversely, the sector also experienced declines, with Oriental Pearl, Kaiying Network, and 37 Interactive Entertainment dropping by 3.40%, 2.79%, and 2.37% respectively [1]. Group 2: Capital Flow - The online gaming sector attracted a net inflow of 1.354 billion yuan from major funds, with 37 stocks receiving net inflows and 7 stocks exceeding 100 million yuan in net inflow [2]. - Founder Technology led the net inflow with 598.32 million yuan, followed by Light Media, Mango Super Media, and Perfect World with net inflows of 367.06 million yuan, 188.80 million yuan, and 165.41 million yuan respectively [2][3]. - In terms of net inflow ratios, Cixing Co., Mango Super Media, and Light Media had the highest ratios at 19.45%, 14.34%, and 14.21% respectively [3]. Group 3: ETF Performance - The gaming ETF (product code: 159869) tracking the China Animation and Gaming Index experienced a 4.38% increase over the past five days, although it saw a net outflow of 71.58 million yuan [6]. - The food and beverage ETF (product code: 515170) reported a slight increase of 0.65% over the last five days, with a net inflow of 12.06 million yuan [6].