Group 1 - Several companies, including Guangxun Technology, Jingwang Electronics, Xingwang Ruijie, and Cambridge Technology, experienced a limit down in their stock prices [1] - New Yisheng, Tianfu Communication, and Taicheng Light, among others, saw their stock prices drop by over 10% [1]

Summary of Key Points Core Viewpoint - On September 2, a total of 40 stocks were identified with institutional activity, with 19 stocks showing net buying and 21 stocks showing net selling by institutions [1]. Institutional Buying - The top three stocks with the highest net buying by institutions were: - Liao Co., with a net buying amount of 222 million [1] - Maiwei Bio, with a net buying amount of 109 million [1] - Yingweike, with a net buying amount of 93.3 million [1]. Institutional Selling - The top three stocks with the highest net selling by institutions were: - Baiji Shenzhou, with a net outflow amount of 1.261 billion [1] - Jingwang Electronics, with a net outflow amount of 290 million [1] - Chuangxin Medical, with a net outflow amount of 216 million [1].

Market Overview - On September 2, the A-share major indices collectively adjusted, with a total trading volume of 2.91 trillion yuan, an increase of 134.8 billion yuan compared to the previous trading day [1] - The CPO concept experienced a significant pullback, while sectors such as communication equipment and semiconductors saw substantial declines. Conversely, the banking, precious metals, and robotics sectors rose against the trend [1] Stock Performance - A total of 44 stocks hit the daily limit up, with 13 stocks achieving consecutive limit-ups. The limit-up rate was 52% (excluding ST and delisted stocks) [3] - Notable stocks included Tianpu Co., which achieved an 8-day consecutive limit-up, and robotics concept stocks like Kosen Technology and Kaidi Co., which had 7 and 5 consecutive limit-ups, respectively [3] Key Stocks and Trading Data - Tianpu Co. reached a price of 57.10 yuan, with a 10% increase and an 8-day consecutive limit-up [4] - Changchun High-tech reported a 10% increase to 124.71 yuan, with a trading volume of 27.34 billion yuan and a turnover rate of 5.53% [6] - Supply and Marketing Cooperative achieved a 9.84% increase to 2.68 yuan, with a trading volume of 20.67 billion yuan [6] Institutional Trading - The top three net purchases on the daily leaderboard were Jilun Intelligent, Changchun High-tech, and Supply and Marketing Cooperative, with net purchases of 437 million yuan, 275 million yuan, and 258 million yuan, respectively [5] - The top three net sales were Hengbao Co., Wolong Electric Drive, and Liou Co., with net sales of 537 million yuan, 494 million yuan, and 259 million yuan, respectively [5] Sector Highlights - Wolong Electric Drive is focusing on humanoid robots and has reported a 36.76% year-on-year increase in net profit for the first half of 2025, amounting to 537 million yuan [17] - Changchun High-tech's revenue for the first half of 2025 was approximately 6.60 billion yuan, a year-on-year decline of 0.54%, with a net profit of about 983 million yuan, down 42.85% [10] - Supply and Marketing Cooperative is positioned as a national urban-rural circulation infrastructure operator, with a focus on smart supply chain transformation and a 105.47% year-on-year increase in online retail revenue for its commodity trading business in 2024 [13]

Group 1 - The company has issued a convertible bond named "Jing 23 Convertible Bond" with a total fundraising amount of RMB 1.154 billion, a maturity of 6 years, and a face value of RMB 100 per bond [1] - The initial conversion price for the "Jing 23 Convertible Bond" is set at RMB 25.71 per share, which has been adjusted to RMB 23.91 per share as of the latest update [1][2] - The bond's conversion price has undergone several adjustments due to annual equity distributions, with the latest adjustment occurring on June 11, 2025, reducing the price to RMB 23.91 per share [2] Group 2 - The company has conditional redemption terms for the "Jing 23 Convertible Bond," allowing redemption if the stock price exceeds 130% of the conversion price for at least 15 trading days within a 30-day period or if the remaining unconverted bond balance is below RMB 30 million [2][3] - The company decided not to exercise the early redemption right on February 19, 2025, despite meeting the conditions for redemption, and will reassess the situation after August 19, 2025 [4] - If the stock price remains above RMB 31.09 per share for five out of twenty trading days after August 20, 2025, the company may trigger the redemption terms for the "Jing 23 Convertible Bond" [5]

| 证券代码：603228 | 证券简称：景旺电子 | 公告编号:2025-101 | | --- | --- | --- | | 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"景 23 转债"预计满足赎回条件的提示性公告 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。 一、"景 23 转债"发行上市概况 经中国证券监督管理委员会《关于核准深圳市景旺电子股份有限公司公开发 行可转换公司债券的批复》（证监许可[2023]127 号）核准，公司于 2023 年 4 月 4 日向社会公众公开发行可转换公司债券（以下简称"景 23 转债"）1,154.00 万 张，每张面值 100 元，募集资金总额为人民币 115,400.00 万元，期限 6 年。可转 换公司债券票面利率为：第一年 0.30%，第二年 0.50%，第三年 1.00%，第四年 1.50%，第五年 1.80%，第六年 2.00%。 经上海证券交易所自律监管决定书（[2023]95 号）文同意，"景 23 转债"于 202 ...

| 头人金額最大的別5名 | | | | | | | --- | --- | --- | --- | --- | --- | | 库号 | 交易营业部名称 | 买入金额(万) | 占总成交比例 | 卖出金额(万) | 占总成交比例 | | 沪股通专用 | | 552次 47.10% 2 19237.99 | 6.90% | | . | | 2 | 国泰海通证券股份有限公司总部 | 591次 47.04% 16978.58 | 6.09% | | | | 3 | 机构专用 | 1671次 43.69% 12223.01 | 4.38% | | | | | 中国国际金融股份有限公司上海分公司 Dastmont | 296次 38.51% 6350.73 | 2.28% | | | | 5 | 中信证券股份有限公司上海分公司 | 323次 43.96% 3494.15 | 1.25% | | | 中国经济网北京9月2日讯 景旺电子(603228.SH)今日跌停，收报55.00元，跌幅10.00%。 龙虎榜数据显示，买入景旺电子金额最大的前五名中，有1家机构专用席位；卖出景旺电子金额最大的前五名中，有3家机构专用席位 ...

Group 1 - The stock of Jingwang Electronics (603228) experienced a limit down today, with a turnover rate of 5.21% and a transaction amount of 2.788 billion yuan, showing a fluctuation of 13.64% [2] - Institutional net selling reached 290 million yuan, while the Shanghai-Hong Kong Stock Connect recorded a net buying of 192 million yuan [2] - The stock has appeared on the trading list five times in the past six months, with an average price drop of 2.15% the day after being listed and an average drop of 1.33% over the following five days [2] Group 2 - As of September 1, the margin trading balance for the stock was 1.224 billion yuan, with a financing balance of 1.215 billion yuan and a securities lending balance of 9.0504 million yuan [3] - In the past five days, the financing balance increased by 317 million yuan, representing a growth of 35.24%, while the securities lending balance rose by 2.9856 million yuan, a growth of 49.23% [3] - The company reported a revenue of 7.095 billion yuan for the first half of the year, reflecting a year-on-year growth of 20.93%, while net profit was 650 million yuan, a decrease of 1.06% year-on-year [3] Group 3 - The top five trading departments accounted for a total transaction amount of 1.216 billion yuan, with buying transactions amounting to 583 million yuan and selling transactions amounting to 633 million yuan, resulting in a net selling of 50.4725 million yuan [2] - The leading buying department was the Shanghai-Hong Kong Stock Connect, with a buying amount of 192 million yuan and a net buying of 192 million yuan [2] - The main capital outflow for the stock today was 400 million yuan, with large single orders contributing to a net outflow of 233 million yuan and large orders contributing to a net outflow of 168 million yuan [2]

景旺电子今日跌停，成交额27.88亿元，换手率5.21%，盘后龙虎榜数据显示，沪股通专用席位买入1.92 亿元，1家机构专用席位净买入1.22亿元，有3家机构专用席位净卖出4.13亿元。 ...

Core Viewpoint - Jingwang Electronics (603228.SH) experienced a limit down today with a turnover rate of 5.21% and a transaction volume of 2.788 billion yuan, indicating significant market activity and investor sentiment shifts [1] Trading Activity - The top buyer on the Shanghai Stock Connect was identified as buying 192 million yuan, while one institution purchased 122 million yuan. In contrast, three institutions sold a total of 413 million yuan, resulting in a net institutional sell-off of 290 million yuan [1] - Retail investors, particularly a "quantitative fund," ranked as the second, fourth, and fifth largest buyers, with a net purchase of 137 million yuan [1] Institutional Trading - The top five buying institutions included: 1. Aiyi Securities with a purchase of 552.8 million yuan, accounting for 10% of total trading volume 2. Guotai Junan Securities with 591 transactions totaling 470.4 million yuan, representing 6.09% of total trading volume 3. An unnamed institution with 167.1 million yuan, making up 4.38% of total trading volume [1] - The top five selling institutions included: 1. An unnamed institution with 167.1 million yuan, accounting for 7.79% of total trading volume 2. Guotai Junan Securities with 591 transactions totaling 130.7 million yuan, representing 4.69% of total trading volume 3. Another unnamed institution with 101.6 million yuan, making up 3.64% of total trading volume [1]

Group 1 - A significant number of high-profile stocks, including Jingwang Electronics, Changfei Fiber, Jimin Health, and others, have hit the daily limit down, indicating a sharp decline in market sentiment [1] - Over 30 stocks, such as Tianfu Communication, Huahong Company, and others, have experienced declines exceeding 10%, reflecting broader market weakness [1]