Group 1: Fiscal Revenue and Budget - In the first eight months of 2025, the national general public budget revenue reached 148198 billion yuan, showing a year-on-year growth of 0.3% [1] - Tax revenue amounted to 121085 billion yuan, with a slight increase of 0.02% year-on-year, while non-tax revenue was 27113 billion yuan, growing by 1.5% [1] - Central government budget revenue was 64268 billion yuan, reflecting a year-on-year decline of 1.7%, whereas local government budget revenue was 83930 billion yuan, increasing by 1.8% [1] Group 2: Smart Connected Vehicles - The Ministry of Industry and Information Technology is soliciting public opinions on mandatory national standards for smart connected vehicle combination driving assistance systems [2] - The proposed standards aim to establish a safety baseline for smart connected vehicle products, requiring systems to activate only under designed operating conditions [2] - The standards include comprehensive safety technical requirements covering human-machine interaction, functional safety, information security, and data recording, creating a "triple safety guarantee" [2] Group 3: Service Consumption Policies - The Ministry of Commerce plans to introduce a series of specialized documents to promote high-quality development in the accommodation industry and the integration of railways and tourism [3] - Over 30 policies have already been implemented to establish a "1+N" policy system for service consumption [3] Group 4: Financial Support for Consumption - The People's Bank of China is actively supporting qualified financial institutions to issue financial bonds and credit asset-backed securities to enhance consumer credit supply capacity [4] - From January to July this year, automotive financial companies issued financial bonds totaling 215 billion yuan and credit asset-backed securities amounting to 484 billion yuan [4] Group 5: Corporate News - Shanghai Construction Group reported that its gold business revenue constitutes a low proportion of total operating income [6] - NIO received an investment of 1.16 billion USD [6] - New materials company plans to reduce its stake by no more than 2% [6] - Huazhu Group intends to invest up to 10 billion yuan in financial products [6] - Several companies, including Maimai Bio and Xinyuan Technology, are involved in significant partnerships and developments [6]

（编辑 任世碧） 证券日报网讯 9月17日晚间，均胜电子发布公告称，公司股票连续3个交易日内日收盘价格涨幅偏离值 累计达到20%。公司股票自2025年9月15日以来累计涨幅约为30.37%，同期上证指数累计涨幅约为 0.15%，Wind汽车零部件指数累计涨幅约为7.78%。媒体报道及热点概念情况：公司关注到近期市场对 于机器人相关概念的关注度较高，经自查，目前公司机器人相关零部件业务尚处于前期起步阶段，营业 收入占比不到0.1%，不会对公司当期业绩产生重大影响。经公司自查，并书面问询公司控股股东、实 际控制人，截至本公告披露日，除在公司指定信息披露媒体及上海证券交易所网站披露的相关信息外， 不存在应披露而未披露的重大信息。鉴于公司股票价格短期涨幅较大，可能存在非理性炒作风险，敬请 广大投资者关注二级市场交易风险，理性决策，审慎投资。 ...

公司于2025年4月11日披露了《均胜电子关于控股股东、董事及高级管理人员增持公司股份计划的公 告》，公司控股股东均胜集团有限公司("均胜集团")、公司董事、高级管理人员计划通过上海证券交易 所交易系统集中竞价交易的方式，以自有资金或自筹资金增持公司A股股票，增持计划实施期限为该公 告之日起6个月内。在公司本次股票交易异常波动期间，均胜集团增持公司A股股票70万股，增持金额 约1895.93万元。截至本公告日，均胜集团累计增持公司A股股票278.57万股，累计增持金额约5569.06万 元，上述增持计划尚未实施完毕。 智通财经APP讯，均胜电子(600699.SH)发布公告，公司股票连续3个交易日内日收盘价格涨幅偏离值累 计达到20%。公司关注到近期市场对于机器人相关概念的关注度较高，经自查，目前公司机器人相关零 部件业务尚处于前期起步阶段，营业收入占比不到0.1%，不会对公司当期业绩产生重大影响。 ...

公司于2025年4月11日披露了《均胜电子关于控股股东、董事及高级管理人员增持公司股份计划的公 告》，公司控股股东均胜集团有限公司("均胜集团")、公司董事、高级管理人员计划通过上海证券交易 所交易系统集中竞价交易的方式，以自有资金或自筹资金增持公司A股股票，增持计划实施期限为该公 告之日起6个月内。在公司本次股票交易异常波动期间，均胜集团增持公司A股股票70万股，增持金额 约1895.93万元。截至本公告日，均胜集团累计增持公司A股股票278.57万股，累计增持金额约5569.06万 元，上述增持计划尚未实施完毕。 智通财经APP讯，均胜电子(600699.SH)发布公告，公司股票连续3个交易日内日收盘价格涨幅偏离值累 计达到20%。公司关注到近期市场对于机器人相关概念的关注度较高，经自查，目前公司机器人相关零 部件业务尚处于前期起步阶段，营业收入占比不到0.1%，不会对公司当期业绩产生重大影响。 ...

证券代码：600699 证券简称：均胜电子 公告编号：临 2025-058 宁波均胜电子股份有限公司 股票交易异常波动公告 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： 股票交易异常波动的情形：宁波均胜电子股份有限公司（以下简称"公 司"或"均胜电子"）股票连续 3 个交易日内日收盘价格涨幅偏离值累计达到 20%。 公司股票自 2025 年 9 月 15 日以来累计涨幅约为 30.37%，同期上证指数 累计涨幅约为 0.15%，Wind 汽车零部件指数累计涨幅约为 7.78%。鉴于公司股票 价格短期涨幅较大，可能存在非理性炒作风险，敬请广大投资者关注二级市场交 易风险，理性决策，审慎投资。 媒体报道及热点概念情况：公司关注到近期市场对于机器人相关概念的 关注度较高，经自查，目前公司机器人相关零部件业务尚处于前期起步阶段，营 业收入占比不到 0.1%，不会对公司当期业绩产生重大影响，敬请广大投资者关 注二级市场交易风险，理性决策，审慎投资。 经公司自查，并书面问询公司控股股东、实际控制人，截至本公告披露 日，除 ...

格隆汇9月17日丨均胜电子(600699.SH)公布，公司关注到近期市场对于机器人相关概念的关注度较高， 经自查，目前公司机器人相关零部件业务尚处于前期起步阶段，营业收入占比不到0.1%，不会对公司 当期业绩产生重大影响，敬请广大投资者关注二级市场交易风险，理性决策，审慎投资。 ...

格隆汇9月17日丨均胜电子(600699.SH)公布，公司关注到近期市场对于机器人相关概念的关注度较高， 经自查，目前公司机器人相关零部件业务尚处于前期起步阶段，营业收入占比不到0.1%，不会对公司 当期业绩产生重大影响，敬请广大投资者关注二级市场交易风险，理性决策，审慎投资。 ...

Group 1: Junsheng Electronics - Junsheng Electronics received project designation notifications from two leading automotive manufacturers to develop and provide a range of automotive intelligent products globally, including CCU and intelligent networking products [1] - The total order value for these projects is expected to be approximately RMB 15 billion, with mass production planned to start in 2027 [1] - Following the gradual realization of these orders, Junsheng Electronics' intelligent driving business is anticipated to enter a rapid growth phase according to Guosen Securities [1] Group 2: Optical Lithography Sector - Stocks such as Boliang Optoelectronics, Yongxin Optics, and Kaimete Gas experienced price increases [2] - Boliang Optoelectronics specializes in optical components like mirrors and lenses used in lithography applications [2] - Kaimete Gas's subsidiary received certification from Japan's GIGAPHOTON, indicating recognition of its lithography gas products by laser equipment manufacturers [2] Group 3: Flexible Screens (Foldable Screens) - Stocks including Lihesheng, Dongmu Co., and Kosen Technology saw price increases [3] - Lihesheng's OLED flexible screen coating equipment is designed for applying protective and heat dissipation films on 3D curved OLED panels [3] - Dongmu Co. is involved in liquid metal products that are used in foldable smartphone hinges and automotive decorative parts [3] Group 4: Industrial Mother Machines - Stocks such as Zhongyuan Neipei, Aopu Optoelectronics, and Baoxin Technology experienced price increases [4][5] - Zhongyuan Neipei's subsidiary focuses on the research and production of CNC machine tools and non-standard specialized machine tools [4] - Baoxin Technology's CNC sheet metal technology falls under the industrial mother machine category, applicable in this sector [5] Group 5: Top Stocks by Net Buying Amount - Eight stocks on the龙虎榜 had net buying amounts exceeding RMB 100 million, with Huijin Co., Hengbao Co., and Kaimete Gas surpassing RMB 200 million [6][7] - The net buying amounts for these stocks were RMB 317 million, RMB 246 million, and RMB 208 million respectively [7] - Other stocks with significant institutional net buying included Haoen Automotive and Weilan Lithium, with amounts over RMB 50 million [7]

Core Insights - On September 17, a total of 27 stocks were involved with institutional investors, with 12 showing net buying and 15 showing net selling [1] - The top three stocks with the highest net buying by institutions were Haoen Qidian (¥95.98 million), Weilin Lithium (¥92.17 million), and Fengcai Technology (¥71.30 million) [1][2] - The top three stocks with the highest net selling by institutions were Junsheng Electronics (¥166 million), Shuanghuan Transmission (¥121 million), and Tianji Shares (¥113 million) [1][3] Institutional Buying Summary - Haoen Qidian saw a price increase of 14.22% with a net buying amount of ¥95.98 million [2] - Weilin Lithium experienced a price increase of 9.98% with a net buying amount of ¥92.17 million [2] - Fengcai Technology had a price increase of 20.00% with a net buying amount of ¥71.30 million [2] Institutional Selling Summary - Junsheng Electronics had a price decrease of 10.01% with a net selling amount of ¥166 million [3] - Shuanghuan Transmission saw a price increase of 8.24% but still had a net selling amount of ¥121 million [3] - Tianji Shares experienced a price decrease of 6.26% with a net selling amount of ¥113 million [3]

Market Performance - The Shanghai Composite Index closed at 3876.34 points, up 0.37% [1] - The Shenzhen Component Index closed at 13215.46 points, up 1.16% [1] - The ChiNext Index rose by 1.95%, and the Sci-Tech 50 Index increased by 0.91% [1] Stock Movement - Among the tradable A-shares, 2504 stocks rose, accounting for 46.19%, while 2757 stocks fell, and 160 stocks remained flat [1] - There were 80 stocks that hit the daily limit up, while 4 stocks hit the limit down [1] Sector Performance - The leading sectors for stocks hitting the limit up included Automotive, Electric Equipment, and Electronics, with 11, 9, and 9 stocks respectively [1] - Notable stocks with consecutive limit up days include *ST Asia Pacific, which has achieved 8 consecutive limit ups [1] Trading Volume and Capital Flow - The stock with the highest limit up order volume was Shanzi Gaoke, with 8621.30 million shares, followed by Shanghai Construction and Jingxing Paper with 8077.35 million and 5456.76 million shares respectively [1] - In terms of order value, Junsheng Electronics, Taimushi, and Luxiao Technology had significant limit up order funds of 559 million, 415 million, and 380 million respectively [1] Notable Stocks - Junsheng Electronics (code: 600699) closed at 33.53 yuan with a turnover rate of 0.93% and limit up order volume of 1666.63 million shares [1] - Taimushi (code: 001234) closed at 33.18 yuan with a turnover rate of 1.11% and limit up order volume of 1251.59 million shares [1] - Luxiao Technology (code: 002617) closed at 10.81 yuan with a turnover rate of 5.00% and limit up order volume of 3513.57 million shares [1]