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PCB概念股午后冲高,中材科技触及涨停
news flash· 2025-07-21 05:31
PCB概念股午后冲高,中材科技(002080)触及涨停,德福科技(301511)涨超10%,景旺电子 (603228)、大族数控(301200)、深南电路(002916)跟涨。 暗盘资金一眼洞悉庄家意图>> ...
“上台阶”行情有望延续,500质量成长ETF(560500)红盘蓄势,生益电子涨超14%领涨成分股
Sou Hu Cai Jing· 2025-07-17 06:22
截至2025年7月17日 13:13,中证500质量成长指数(930939)上涨0.45%,成分股生益电子(688183)上涨14.17%,景旺电子(603228)上涨6.93%,法拉电子 (600563)上涨6.07%,康弘药业(002773)上涨5.43%,华工科技(000988)上涨3.75%。500质量成长ETF(560500)上涨0.40%,最新价报1.01元。 500质量成长ETF紧密跟踪中证500质量成长指数,中证500质量成长指数从中证500指数样本中选取100只盈利能力较高、盈利可持续、现金流量较为充沛且 具备成长性的上市公司证券作为指数样本,为投资者提供多样化的投资标的。 数据显示,截至2025年6月30日,中证500质量成长指数(930939)前十大权重股分别为东吴证券(601555)、恺英网络(002517)、华工科技(000988)、恒玄科技 (688608)、惠泰医疗(688617)、春风动力(603129)、水晶光电(002273)、天山铝业(002532)、长江证券(000783)、顺络电子(002138),前十大权重股合计占比 20.42%。 | 股票代码 | 股票简称 | ...
景旺电子(603228) - 景旺电子关于股权激励计划部分股票期权注销完成的公告
2025-07-16 09:02
公司已向中国证券登记结算有限责任公司上海分公司提交了注销上述股票 期权的申请,经中国证券登记结算有限责任公司上海分公司审核确认,上述激励 计划 108,128 份股票期权的注销业务已于 2025 年 7 月 15 日办理完毕。 本次注销部分股票期权事项符合《上市公司股权激励管理办法》和《激励计 划》的相关规定,不会影响公司股本结构,不会对公司的财务状况和经营成果产 生实质性影响,也不会影响公司管理团队的勤勉尽职及稳定性。公司管理团队将 继续认真履行工作职责,努力为股东创造价值。 | 证券代码:603228 | 证券简称:景旺电子 | 公告编号:2025-076 | | --- | --- | --- | | 债券代码:113669 | 债券简称:景 23 转债 | | 深圳市景旺电子股份有限公司 关于股权激励计划部分股票期权注销完成的公告 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。 深圳市景旺电子股份有限公司(以下简称"公司")于 2025 年 7 月 9 日召 开了第四届董事会第三十一次会议、第四届监事会第二十次会议,审 ...
国信证券晨会纪要-20250716
Guoxin Securities· 2025-07-16 01:31
Macro and Strategy - June financial data shows a significant rebound in credit, with new social financing reaching 4.20 trillion yuan, exceeding expectations of 3.71 trillion yuan, and new RMB loans at 2.24 trillion yuan, surpassing the forecast of 1.84 trillion yuan [8][9][10] - The M2 money supply grew by 8.3% year-on-year, indicating a recovery in domestic economic momentum as private sector balance sheet expansion improves [8][9] - The "seesaw effect" between government financing and corporate loans has weakened, suggesting a shift in credit dynamics as local governments approach their annual debt targets [9][10] Retail Industry - The jewelry market is projected to grow steadily, with the market size reaching 728 billion yuan in 2024, reflecting a compound annual growth rate of 3.6% since 2019 [11][12] - The top five companies in the jewelry sector hold a market share of 41.4%, indicating increasing industry concentration as consumer preferences shift towards quality and design [11][12] - The retail sector is benefiting from the recent Amazon Prime Day, which generated an estimated $24.1 billion in sales, a 30% increase year-on-year, highlighting the growth potential in cross-border e-commerce [13][14] Food and Beverage Industry - The food and beverage sector saw a 0.92% increase, underperforming the Shanghai Composite Index by 0.17 percentage points [14] - The liquor market is stabilizing, with major brands focusing on brand positioning and market health, while the overall demand remains under pressure [15][16] - Recommendations include leading brands like Kweichow Moutai and Wuliangye, which have shown resilience and potential for recovery [15][16] Construction and Building Materials - The construction materials sector is expected to improve due to a shift towards healthy competition and urban renewal initiatives, with a focus on technological innovation [17][18] - Cement prices have stabilized, with a slight decrease of 0.4% week-on-week, while demand remains steady despite seasonal fluctuations [17][18] - Recommendations include companies like Three Trees and China National Building Material, which are well-positioned to benefit from domestic demand [18] Computer Industry - The AI ASIC market is rapidly expanding, with a projected market size growth from $14.8 billion in 2024 to $83.8 billion by 2030, reflecting a compound annual growth rate of 33.5% [19][20] - The price advantage of AI ASIC chips over GPUs is significant, with average prices of $5,236 compared to $8,001 for GPUs, making them more attractive for specific applications [19][20] - Companies like Google and Amazon are accelerating their development of ASIC chips, indicating strong future demand in this sector [21] Home Appliances - The home appliance sector is experiencing stable growth in domestic sales, driven by government subsidies, while exports face challenges due to high bases and tariff impacts [22][23] - White goods are seeing a slight increase in domestic sales, with air conditioning units showing a 9.5% growth in domestic shipments [22][23] - Recommendations include leading brands such as Midea and Gree, which are expected to maintain strong performance [22][23] Pharmaceutical Industry - Merck's acquisition of Verona for $10 billion aims to enhance its portfolio with a new COPD treatment, indicating strong growth potential in respiratory therapies [27][28] - WuXi AppTec is projected to achieve a 102% increase in net profit for the first half of 2025, reflecting robust operational performance [29] - The pharmaceutical sector is showing resilience, with a focus on innovative treatments and strategic acquisitions [27][28] Coal Industry - The coal market is expected to stabilize as domestic production increases and imports decrease, with a projected production of 4.85 billion tons in 2025, a 2% increase year-on-year [31][32] - Demand for coal is anticipated to improve in the second half of the year, particularly for non-electric uses such as chemical production [33] - Recommendations include leading coal companies like China Shenhua and China Coal Energy, which are well-positioned to benefit from market dynamics [34] Electronics Industry - The electronics sector is experiencing positive momentum, with a 0.93% increase in stock performance, driven by strong demand in the optical and semiconductor segments [34] - The industry is expected to see significant catalysts in the coming months, particularly in the context of AI and cloud computing advancements [34] - Companies involved in ASIC development are likely to benefit from the ongoing trends in computing and data processing [34]
PCB概念下跌1.17%,11股主力资金净流出超亿元
Group 1 - The PCB concept sector experienced a decline of 1.17%, ranking among the top losers in the market, with stocks like Jin'an Guoji and *ST Gaosi hitting the daily limit down [1][2] - Major stocks within the PCB sector that saw significant declines include Pengding Holdings, Shenghong Technology, and Dongshan Precision, with net outflows of 3.49 billion yuan, 3.41 billion yuan, and 2.43 billion yuan respectively [2][3] - Conversely, stocks such as Xingsen Technology, Beifang Copper Industry, and Hu Dian Co. saw net inflows of 96.2 million yuan, 55.8 million yuan, and 33.8 million yuan respectively [2][6] Group 2 - The top gainers in the market included rare earth permanent magnets with a rise of 5.64%, while the housing inspection sector fell by 1.47% [2] - The MLOps concept and China Shipbuilding System also showed positive performance with increases of 3.05% and 2.84% respectively [2] - The overall market sentiment reflected a significant net outflow of 30.53 billion yuan from the PCB sector, indicating a bearish trend among investors [2][3]
景旺电子: 景旺电子关于2024年股票期权与限制性股票激励计划首次授予股票期权第一个行权期采用自主行权模式的提示性公告
Zheng Quan Zhi Xing· 2025-07-09 12:10
Group 1 - The company has approved the first exercise period of the 2024 stock option and restricted stock incentive plan, adopting a self-exercise model for the first exercise period [2] - A total of 2,457,312 stock options will be exercisable by 441 core management and technical personnel, representing 39.18% of the granted stock options and 0.29% of the total shares at the time of grant [2] - The exercised stocks will be listed for trading on the second trading day after the exercise date (T+2) [2] Group 2 - The company will disclose changes in stock incentive recipients, important parameters of stock options, and the status of self-exercise on a quarterly basis [3] - The announcement includes provisions regarding the postponement of regular report announcements due to special circumstances and other regulatory requirements [3]
景旺电子: 景旺电子关于调整2024年股票期权与限制性股票激励计划股票期权行权价格的公告
Zheng Quan Zhi Xing· 2025-07-09 12:10
Core Viewpoint - The company has adjusted the exercise price of stock options in its 2024 stock option and restricted stock incentive plan, following the necessary approvals and procedures [1][6][7]. Group 1: Decision-Making Process and Disclosure - The company held meetings to review and approve the adjustment of the stock option exercise price as per the 2024 incentive plan [1][2]. - The supervisory board verified the incentive plan and provided relevant opinions, confirming no objections were received during the public notice period [2][3]. Group 2: Adjustment Details - The exercise price of stock options was adjusted from 15.32 yuan to 14.52 yuan per share after accounting for a cash dividend of 0.80 yuan per share [6]. - The adjustment was authorized by the company's 2023 annual general meeting, thus not requiring further shareholder approval [6]. Group 3: Impact on the Company - The adjustment aligns with the regulations of the "Management Measures for Equity Incentives of Listed Companies" and will not materially affect the company's financial status or operating results [6][7]. Group 4: Supervisory Board and Legal Opinions - The supervisory board concluded that the adjustment complies with relevant laws and regulations, ensuring no harm to shareholder interests [6][7]. - Legal opinions confirm that all necessary authorizations and approvals for the adjustment and related actions have been obtained, validating the legality and effectiveness of the adjustments [7][8].
景旺电子(603228) - 景旺电子关于回购注销部分限制性股票减少注册资本通知债权人的公告
2025-07-09 11:32
一、通知债权人的原由 2025 年 7 月 9 日,深圳市景旺电子股份有限公司(以下简称"公司")召 开了第四届董事会第三十一次会议、第四届监事会第二十次会议,审议通过了《关 于回购注销部分限制性股票及注销部分股票期权的议案》,同意公司对触发回购 情形的 177,648 股限制性股票回购注销。具体内容见公司 2025 年 7 月 10 日披露 在上海证券交易所网站(www.sse.com.cn)及指定信息披露媒体上的《景旺电子 关于回购注销部分限制性股票及注销部分股票期权的公告》(公告编号: 2025-072)。 | 证券代码:603228 | 证券简称:景旺电子 | 公告编号:2025-073 | | --- | --- | --- | | 债券代码:113669 | 债券简称:景 23 转债 | | 深圳市景旺电子股份有限公司 关于回购注销部分限制性股票减少注册资本 通知债权人的公告 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。 三、债权申报具体方式 1、债权申报登记地点:深圳市光明区凤凰街道东坑社区光源三路 158 号 ...
景旺电子(603228) - 景旺电子关于调整2024年股票期权与限制性股票激励计划股票期权行权价格的公告
2025-07-09 11:32
| 证券代码:603228 | 证券简称:景旺电子 | | 公告编号:2025-071 | | --- | --- | --- | --- | | 债券代码:113669 | 债券简称:景 23 | 转债 | | 深圳市景旺电子股份有限公司 关于调整 2024 年股票期权与限制性股票激励计划 股票期权行权价格的公告 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。 深圳市景旺电子股份有限公司(以下简称"公司")于 2025 年 7 月 9 日召 开了第四届董事会第三十一次会议、第四届监事会第二十次会议,审议通过了《关 于调整 2024 年股票期权与限制性股票激励计划股票期权行权价格的议案》。根 据公司《2024 年股票期权与限制性股票激励计划(草案)》(以下简称"《激 励计划》"或"本次激励计划")的规定和公司 2023 年年度股东大会的授权, 公司董事会对本次激励计划股票期权的行权价格进行了调整。现将有关事项公告 如下: 一、本激励计划已履行的决策程序和信息披露情况 1、2024 年 4 月 19 日,公司召开第四届董事会第十 ...
景旺电子(603228) - 景旺电子关于2024年股票期权与限制性股票激励计划首次授予第一个行权期行权条件及第一个限售期解除限售条件成就的公告
2025-07-09 11:32
| 证券代码:603228 | 证券简称:景旺电子 | | 公告编号:2025-074 | | --- | --- | --- | --- | | 债券代码:113669 | 债券简称:景 23 | 转债 | | 本次股票期权行权与限制性股票解除限售事宜尚需向有关机构申请办理 相关手续后方可行权和解除限售。 深圳市景旺电子股份有限公司(以下简称"公司")于 2025 年 7 月 9 日召开 第四届董事会第三十一次会议、第四届监事会第二十次会议,审议通过了《关于 2024 年股票期权与限制性股票激励计划首次授予第一个行权期行权条件及第一 个限售期解除限售条件成就的议案》。现将有关事项说明如下: 一、2024 年股票期权与限制性股票激励计划批准及实施情况 (一)2024 年股票期权与限制性股票激励计划已履行的审议程序 1、2024 年 4 月 19 日,公司召开第四届董事会第十八次会议,会议审议通 过了《2024 年股票期权与限制性股票激励计划(草案)》及其摘要、《2024 年 深圳市景旺电子股份有限公司 关于 2024 年股票期权与限制性股票激励计划 首次授予第一个行权期行权条件及第一个限售期解 除限售条件成就 ...