格隆汇10月17日丨环旭电子(601231.SH)在互动平台表示，公司部分应用于智能穿戴的SiP模组中集成有 eSiM功能，尚未有eSiM模组应用于智能手机。 ...

Core Viewpoint - The company is focusing on AI glasses and has started mass production of Wifi SiP modules for North American clients, with significant revenue growth expected from N-in-one modules in the coming year [1] Group 1: Business Developments - The company has received orders for higher integration N-in-one motherboard modules, which are anticipated to contribute significantly to revenue in the next year [1] - The company has been actively managing shareholder returns and market capitalization through share buyback programs, with repurchases occurring in 2019, 2021, 2022, and 2024 [1] Group 2: Financial Performance - The company has repurchased a total of 45,000,000 shares across various years, with a new buyback plan for 2025 estimated at 150 million to 300 million yuan [1] - Cumulative net profit since listing has reached 17.41 billion yuan, with total cash dividends amounting to 5.88 billion yuan and an average cash payout ratio of 33.81% [1]

Core Viewpoint - The company is expanding its presence in the server power supply sector by developing "PDU power modules" to meet the needs of CSP manufacturers, aiming to provide comprehensive system solutions through collaboration with ASE Group [1] Group 1: Product Development - The company has completed the institutional design of the PDU product in collaboration with ASE Group [1] - The integration of technology with ASE Group covers design and integration capabilities from packaging to modules, circuit boards, and systems [1] Group 2: Market Outlook - The new generation of wafer design and the maturation of the vertical high-voltage power supply ecosystem are expected to contribute to revenue generation starting in 2028 [1]

Core Viewpoint - The stock of Huanxu Electronics has shown a significant increase of 28.83% year-to-date, despite a recent decline of 8.39% over the past five trading days, indicating volatility in its performance [1][2]. Company Overview - Huanxu Electronics, established on January 2, 2003, and listed on February 20, 2012, is located in Shanghai and specializes in providing development, procurement, manufacturing, logistics, and maintenance services for various electronic products [1]. - The company's main business segments include communication products (32.58%), consumer electronics (30.80%), industrial products (13.57%), cloud and storage products (10.76%), automotive electronics (9.86%), and others [1]. Financial Performance - For the first half of 2025, Huanxu Electronics reported a revenue of 27.214 billion yuan, a year-on-year decrease of 0.63%, and a net profit attributable to shareholders of 638 million yuan, down 18.66% year-on-year [2]. - The company has distributed a total of 5.933 billion yuan in dividends since its A-share listing, with 2.033 billion yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 6.18% to 53,400, while the average number of tradable shares per person increased by 6.59% to 41,120 shares [2]. - The top circulating shareholders include Hong Kong Central Clearing Limited, which holds 44.3209 million shares, a decrease of 18.6073 million shares from the previous period, and Southern CSI 500 ETF, which increased its holdings by 1.2906 million shares to 9.7765 million shares [3].

10月15日，环旭电子涨4.85%，成交额4.47亿元。两融数据显示，当日环旭电子获融资买入额1432.22万 元，融资偿还7329.15万元，融资净买入-5896.93万元。截至10月15日，环旭电子融资融券余额合计3.51 亿元。 分红方面，环旭电子A股上市后累计派现59.33亿元。近三年，累计派现20.33亿元。 机构持仓方面，截止2025年6月30日，环旭电子十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股4432.09万股，相比上期减少1860.73万股。南方中证500ETF（510500）位居第五大流通股 东，持股977.65万股，相比上期增加129.06万股。金鹰科技创新股票A（001167）位居第六大流通股 东，持股952.38万股，相比上期增加122.35万股。华商甄选回报混合A（010761）位居第七大流通股 东，持股757.09万股，为新进股东。大摩数字经济混合A（017102）退出十大流通股东之列。 责任编辑：小浪快报 融资方面，环旭电子当日融资买入1432.22万元。当前融资余额3.46亿元，占流通市值的0.76%，融资余 额低于近一年30%分位水平，处于低位。 融券方 ...

10月15日，环旭电子涨5%，截至发稿，报20.57元/股，成交2.72亿元，换手率0.62%，总市值452.73亿 元。 永赢中证500指数增强发起A（022311）基金经理为朱晨歌、钱厚翔。 截至发稿，朱晨歌累计任职时间7年252天，现任基金资产总规模6504.7万元，任职期间最佳基金回报 66.15%， 任职期间最差基金回报-30.92%。 钱厚翔累计任职时间6年183天，现任基金资产总规模7786.02万元，任职期间最佳基金回报83.79%， 任 职期间最差基金回报-43.55%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，环旭电子股份有限公司位于上海市浦东新区盛夏路169号B栋5楼，成立日期2003年1月2日， 上市日期2012年2月20日，公司主营业务涉及 为国内外的品牌厂商提供通讯类、电脑及存储类、消费电 子类、工业类及其他类(以车用电子为主)等五大类电子产品的开发设计、物料采购、生产制造、物流、 维修等专业服务。主营业务 ...

Group 1 - The Tonghuashun Fruit Index concept fell by 4.64%, ranking among the top declines in concept sectors, with stocks like GoerTek, Changying Precision, and Huaxin Electronics leading the declines [1] - The main capital outflow from the Tonghuashun Fruit Index concept was 8.627 billion yuan, with 13 stocks experiencing net outflows, and 8 stocks seeing outflows exceeding 1 billion yuan [1] - The stock with the highest net outflow was Luxshare Precision, with a net outflow of 2.803 billion yuan, followed by Changying Precision and Lingyi iTech with net outflows of 1.151 billion yuan and 1.113 billion yuan respectively [1] Group 2 - The top inflow stocks included Zhongshi Technology, Dongshan Precision, and BOE A, with net inflows of 73.6559 million yuan, 60.1587 million yuan, and 57.2405 million yuan respectively [2] - The stocks with the highest capital outflow included Luxshare Precision (-6.89%), Changying Precision (-9.22%), and Lingyi iTech (-6.64%) [2] - The overall market sentiment reflected a significant outflow of funds from the Tonghuashun Fruit Index concept, indicating potential investor caution in this sector [1][2]

Core Insights - The company reported a consolidated revenue of 5,958,939,681.16 yuan for September 2025, representing a year-on-year increase of 0.1% and a month-on-month increase of 7.23% [2] - For the period from January to September 2025, the company's consolidated revenue was 43,641,175,541.8 yuan, showing a decrease of 0.83% compared to the same period last year [2] - In the third quarter of 2025 (July to September), the consolidated revenue was 16,427,474,248.2 yuan, which is a decrease of 1.16% year-on-year but an increase of 21.1% compared to the second quarter (April to June) [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601231 证券简称：环旭电子 公告编号：2025-087 转债代码：113045 转债简称：环旭转债 环旭电子股份有限公司 关于2025年9月股份回购进展的公告 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 环旭电子股份有限公司（以下简称"公司"）于2025年4月25日召开了第六届董事会战略与可持续发展委 员会第六次会议、第六届董事会第十八次会议、第六届监事会第十三次会议，审议通过了《关于2025年 以集中竞价交易方式回购股份方案的议案》，同意公司使用自有资金以集中竞价交易方式从二级市场回 购公司股份，拟回购资金总额不低于人民币1.5亿元、不超过人民币3亿元，回购期限自公司董事会审议 通过回购股份方案之日起不超过12个月，即2025年4月25日至2026年4月24日，回购股份的价格为不超过 人民币20.00元/股。因公司实施2024年年度权益分派，自2025年6月6日（除权除息日）起股份回购价格 上限由不超过20.00 ...

（文章来源：证券日报） 证券日报网讯 10月9日晚间，环旭电子发布公告称，2025年9月份，公司通过集中竞价交易方式累计回 购股份279，450股，占公司总股本的比例约为0.01%。 ...