Group 1 - The wireless charging concept sector rose by 0.11%, ranking 6th among concept sectors, with 17 stocks increasing in value, including Wangzi New Materials, which hit the daily limit, and others like Luguang Technology, Xidi Micro, and Xinrui Technology, which rose by 14.15%, 10.76%, and 6.63% respectively [1][2] - The leading decliners in the wireless charging sector included Wan'an Technology, Junsheng Electronics, and Xinwanda, which fell by 9.45%, 3.53%, and 3.17% respectively [1][2] Group 2 - In terms of capital flow, the wireless charging concept sector experienced a net outflow of 141 million yuan, with 24 stocks seeing net inflows, and 6 stocks receiving over 30 million yuan in net inflows [2] - Wangzi New Materials led the net inflow with 298 million yuan, followed by Xinyi Communication, Haier Smart Home, and Antai Technology, which saw net inflows of 70.79 million yuan, 63.82 million yuan, and 60.23 million yuan respectively [2][3] Group 3 - The top stocks by net inflow ratio included Antai Technology, Haier Smart Home, and Wangzi New Materials, with net inflow ratios of 12.09%, 10.23%, and 9.41% respectively [3] - The detailed capital flow data for the wireless charging concept stocks showed significant trading activity, with Wangzi New Materials having a turnover rate of 67.11% and a daily increase of 10.02% [3]

Group 1: Consumer Electronics Sector - The CSI Consumer Electronics Theme Index (931494) decreased by 0.13% as of May 22, 2025, with mixed performance among constituent stocks [1] - Leading gainers included Xunwei Communication (300136) up 3.30%, Wenta Technology (600745) up 2.63%, and Silan Microelectronics (600460) up 2.33% [1] - The Consumer Electronics ETF (561600) also fell by 0.13%, with a latest price of 0.78 yuan, but showed a 1.42% increase over the past month [1] - The ETF's trading volume was 287.16 million yuan with a turnover rate of 1.49% [1] - Over the past two weeks, the ETF's scale increased by 16.72 million yuan, ranking it in the top 1/5 among comparable funds [1] - The ETF's share count rose by 26 million shares in the same period, also placing it in the top 1/5 among comparable funds [1] - Recent capital inflow was balanced, with a total of 22.05 million yuan attracted over the last 10 trading days [1] Group 2: Artificial Intelligence Sector - The CSI Artificial Intelligence Theme Index (930713) declined by 0.06% as of May 22, 2025, with varied performance among its constituent stocks [2] - Top performers included Kunlun Wanwei (300418) up 7.89%, New Yisheng (300502) up 1.87%, and Shitou Technology (688169) up 1.82% [2] - The AI ETF (512930) decreased by 0.15%, with a latest price of 1.31 yuan, but recorded a 2.26% increase over the past month [2] - The ETF's trading volume was 28.19 million yuan with a turnover rate of 1.44% [3] - The latest scale of the AI ETF reached 1.95 billion yuan [3] - Recent net capital inflow was 1.31 million yuan, with a total of 32.98 million yuan attracted over the last five trading days [3] - Leveraged funds are actively participating, with the latest margin buying amounting to 4.44 million yuan and a margin balance of 90.18 million yuan [3] Group 3: Online Consumption Sector - The CSI Hong Kong-Shanghai Online Consumption Theme Index (931481) fell by 0.79% as of May 22, 2025, with mixed results among its constituent stocks [4] - Leading gainers included High Xin Retail (06808) up 10.24%, Kunlun Wanwei (300418) up 6.48%, and Youzu Network (002174) up 4.86% [4] - The Online Consumption ETF (159793) decreased by 0.78%, with a latest price of 0.89 yuan, but showed a 3.46% increase over the past month [4] - The index comprises 50 companies involved in online shopping, digital entertainment, online education, and telemedicine [13] - The top ten weighted stocks in the index account for 56.94% of the total weight, with Alibaba-W (09988) having the highest weight at 14.37% [13]

Core Points - The company announced a cash dividend of RMB 0.26 per share for its A shares [1][4] - The total cash dividend amount is approximately RMB 360 million, based on a total share capital of 1,408,701,543 shares [4][6] - The dividend distribution plan was approved at the annual general meeting held on April 22, 2025 [4][5] Dividend Distribution Details - The record date for the dividend is May 27, 2025, with the last trading day and ex-dividend date also on May 28, 2025 [3][6] - The cash dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, excluding shares held in the company's repurchase account [4][5] - The company will not issue new shares or bonus shares as part of this dividend distribution [5][6] Tax Implications - For individual shareholders holding shares for more than one year, the cash dividend is exempt from personal income tax, resulting in a net payout of RMB 0.26 per share [7][8] - For Qualified Foreign Institutional Investors (QFII), a 10% withholding tax will apply, leading to a net dividend of RMB 0.234 per share [8] - Other institutional investors are responsible for their own tax obligations, with a gross dividend of RMB 0.26 per share [8]

Company Overview - Junsheng Electronics focuses on two main business segments: automotive electronics and automotive safety, including smart cockpit control, intelligent connectivity, and safety solutions [1] - The company reported a revenue of approximately 14.6 billion yuan for Q1 2025, a year-on-year increase of about 9.8%, with a gross margin improvement of 2.6 percentage points to approximately 17.9% [1] Financial Performance - The net profit attributable to shareholders for Q1 2025 was 340 million yuan, reflecting an 11.1% increase compared to the same period last year [1] - As of the end of 2024, the company had interest-bearing liabilities of approximately 24 billion yuan, primarily for operational needs and historical acquisition loans [1] Industry Trends - The automotive industry is experiencing rapid growth in global new energy vehicles and electronic products related to energy management [3] - The demand for intelligent components such as smart cockpits and intelligent driving systems is increasing due to the transformation towards automotive intelligence [3] - The robot industry is undergoing accelerated restructuring, driven by policy and technological advancements [3] Strategic Initiatives - The company aims to position itself as a "Tier 1" provider in both the automotive and robotics sectors, leveraging its core competencies in automotive components to expand into the robotics industry [2] - Junsheng Electronics plans to innovate and upgrade its offerings in smart solutions, energy management, human-machine interaction products, and automotive safety products [3] - The company is focused on enhancing competitiveness through market expansion, cost efficiency, organizational streamlining, and global advantages [3]

证券代码：600699 证券简称：均胜电子 公告编号：临 2025-039 调整回购价格上限的公告 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： ? 调整前回购价格上限：不超过人民币 24 元/股 ? 调整后回购价格上限：不超过人民币 23.74 元/股 ? 回购价格调整起始日期：2025 年 5 月 28 日 一、回购股份的基本情况 宁波均胜电子股份有限公司 关于2024年度权益分派实施后 经公司 2024 年年度股东大会审议通过，公司 2024 年度利润分配方案为：以 实施权益分派股权登记日登记的总股本 1,408,701,543 股扣除公司回购专用证 券账户 23,925,095 股后的 1,384,776,448 股为股本基数，向全体股东每 10 股派 发现金红利 2.60 元（含税），拟派发现金红利总额为人民币 360,041,876.48 元 （含税）。本次利润分配不送股、不进行资本公积转增股本，公司回购专用证券 账户所持有的本公司股份不参与利润分配。 根据本次回购方案，在回购股份实施完成前，若公 ...

证券代码：600699 证券简称：均胜电子 公告编号：临 2025-038 宁波均胜电子股份有限公司2024年年度权益分派实施公告 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： 每股分配比例 A 股每股现金红利0.26元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放 | | --- | --- | --- | --- | --- | | | | | | 日 | | Ａ股 | 2025/5/27 | － | 2025/5/28 | 2025/5/28 | 差异化分红送转： 是 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经宁波均胜电子股份有限公司（以下简称"公司"或"均胜 电子"）2025 年 4 月 22 日的2024年年度股东大会审议通过。 二、 分配方案 1. 发放年度：2024年年度 2. 分派对象： 根据公司 2024 年年度股东大会审议通过的利润分配方案，公司 2024 年度利 润分配仅分派现金红利，不以资本公积金转增股本，不送红股，因此本次 ...

证券代码：600699 证券简称：均胜电子 公告编号：临 2025-039 宁波均胜电子股份有限公司 关于2024年度权益分派实施后 调整回购价格上限的公告 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： 一、回购股份的基本情况 2024 年 11 月 5 日，宁波均胜电子股份有限公司（以下简称"均胜电子"或 "公司"）召开第十一届董事会第二十六次会议，审议并通过了《关于以集中竞 价交易方式回购公司股份方案的议案》,同意公司以专项贷款和自有资金通过集 中竞价交易方式回购部分公司股份，回购的股份将全部予以注销并减少公司注册 资本。本次回购股份的价格上限为人民币 24 元/股，回购股份资金总额不低于人 民币 15,000 万元（含）且不超过人民币 30,000 万元（含）。回购期限为 2024 年 12 月 23 日至 2025 年 12 月 22 日。2024 年 12 月 23 日，公司召开 2024 年第 二次临时股东大会，审议并通过了上述《关于以集中竞价交易方式回购公司股份 方案的议案》。 具体内容详见公司 ...

北京金诚同达（上海）律师事务所 关于 宁波均胜电子股份有限公司 差异化分红的 法律意见书 JT&N 金诚同达律师事务所 上海市浦东新区世纪大道88号金茂大厦18层 电话：86-21-3886 2288 传真：86-21-3886 2288*1018 北京金诚同达（上海）律师事务所 法律意见书 !"#$%&'()*+,-./ 0123456789:;<= >?@ABC E+FGH !"#$[2025]% 133 & 致：宁波均胜电子股份有限公司 北京金诚同达（上海）律师事务所（以下简称"本所"）接受宁波均胜电子 股份有限公司（以下简称"均胜电子"或"公司"）的委托，并根据《中华人民 共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以 下简称"《证券法》"）、《上海证券交易所上市公司自律监管指引第 7 号—— 回购股份》（以下简称"《回购股份监管指引》"）等法律、法规、规范性文件 以及《宁波均胜电子股份有限公司章程》（以下简称"《公司章程》"）的有关 规定，对公司 2024 年年度利润分配所涉及的差异化分红（以下简称"本次差异 化分红"）相关事项进行了核查，并出具本法律意见书。 为出具本法律意 ...

证券代码：600699 证券简称：均胜电子 公告编号：临 2025-040 宁波均胜电子股份有限公司 关于2025年第一季度业绩说明会召开情况的公告 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。 宁波均胜电子股份有限公司（以下简称"均胜电子"或"公司"）于 2025 年 5 月 21 日（星期三）13:45-14:45 通过上海证券交易所上证路演中心 （http://roadshow.sseinfo.com/）以视频录播和网络互动的形式召开了 2025 年第一季度业绩说明会。现将说明会召开情况公告如下： 一、业绩说明会的召开情况 公司于 2025 年 4 月 29 日披露了《均胜电子关于召开 2025 年第一季度业绩 说明会的公告》（公告编号：临 2025-035），并于 2025 年 5 月 21 日 13:45-14:45 通过上海证券交易所上证路演中心以视频录播和网络互动的形式召开了 2025 年 第一季度业绩说明会。公司相关董事及高级管理人员出席本次会议并就投资者关 注的问题进行了回复。 二、业绩说明会投资者提出的问 ...

Core Insights - The China Digital Economy Theme Index (931582) experienced a decline of 0.38% as of May 21, 2025, with mixed performance among constituent stocks [1] - The National Bureau of Statistics issued the "Digital China Construction 2025 Action Plan," which emphasizes the need for local implementation [1][2] - The digital economy ETF (560800) closely tracks the China Digital Economy Theme Index and has seen significant growth in scale and shares recently [2][3] Market Performance - Leading stocks included Jingsheng Electronics (600699) up 5.53%, Desay SV (002920) up 3.59%, and Nasda (002180) up 2.16%, while the biggest decliners were Zhaoyi Innovation (603986) down 6.21%, Mingzhi Electric (603728) down 1.87%, and Loongson Technology (688047) down 1.60% [1][6] - The digital economy ETF saw a recent price of 0.76 yuan, with a turnover rate of 0.77% and a transaction volume of 5.8854 million yuan [1] Fund Growth - The digital economy ETF's scale increased by 2.5476 million yuan over the past two weeks, ranking in the top half among comparable funds [2] - In the past week, the ETF's shares grew by 2 million, also placing it in the top half of comparable funds [3] Capital Flow - The latest capital inflow and outflow for the digital economy ETF were balanced, with a total of 26.2393 million yuan raised over the last ten trading days [4] - The top ten weighted stocks in the China Digital Economy Theme Index accounted for 51.5% of the index, with notable companies including Dongfang Caifu (300059) and SMIC (688981) [4][6]