Summary of Key Points Core Viewpoint - On July 29, several A-share listed companies disclosed their shareholding changes, with notable increases in holdings from certain companies and reductions from others [1]. Group 1: Companies Increasing Holdings - Giant Star Agriculture received a loan of 25 million yuan to support its controlling shareholder's increase in holdings [2]. - Antong Holdings saw its shareholding ratio increase to 15% due to the actions of Sinotrans Limited and its concerted parties [2]. - Salt Lake Co., Ltd. reported that its actual controller, China Minmetals, increased its shareholding by 1% [2]. Group 2: Companies Decreasing Holdings - Aosaikang announced plans to reduce its holdings by up to 1.5% [2]. - Ruishun Technology's shareholders plan to collectively reduce their holdings by up to 3.0013% [2]. - Shanghai Auto Parts' shareholders, Glory and Dizhi Kai, intend to reduce their holdings by up to 1.75% [2]. - Suzhou Planning's shareholders plan to reduce their holdings by up to 4.5% [2]. - Saiwei Electronics reported that the National Integrated Circuit Fund has cumulatively reduced its holdings by 1.06% [2]. - Huaye Fragrance's controlling shareholder, Hua Wenliang, plans to reduce holdings by up to 3% [2]. - Aotwei's shareholders, Wuxi Aochuang and Wuxi Aoli, intend to reduce their holdings by up to 1.37% [2]. - Tongding Interconnection's shareholder, Wu Qichuang, plans to reduce holdings by up to 2.08% [2]. - Anji Food's actual controller plans to reduce holdings by up to 2% [2]. - Hailun Zhe announced a share reduction plan [2]. - Maike Audi's shareholders plan to reduce holdings by up to 1% [2]. - Jinding Point Layer's director Xu Xuehai plans to reduce holdings by up to 0.72% [2]. - Lakala reported that Legend Holdings has cumulatively reduced its holdings by 5.3596 million shares, lowering its equity ratio to 25.86% [2]. - Lanfeng Biochemical's Hainan Wenqin plans to reduce holdings by up to 2.61% [2]. - Jiahe Meikang's shareholder Guoshou Chengda plans to reduce holdings by up to 3% [2]. - China Merchants Energy's Huang Shi and executives plan to reduce their stock obtained through equity incentives [2]. - Jingwang Electronics reported stock reduction during periods of abnormal stock fluctuations by Zhichuang Investment [2]. - Kebo Da's actual controller, Ke Binghua, plans to reduce holdings by up to 0.79% [2]. - Junhe Co., Ltd.'s senior management, Chen Jiawei and Fan Chaochun, plan to reduce their holdings [2]. - Mambo's shareholder Wang Xiaohong plans to reduce holdings by up to 0.96% [2]. - Yujing Co., Ltd.'s deputy general manager and board secretary Zhou Bo plans to reduce holdings by up to 147,900 shares [2].

（文章来源：智通财经） 景旺电子7月29日公告，公司股票于2025年7月25日、2025年7月28日、2025年7月29日连续3个交易日收 盘价格涨幅偏离值累计超过20%，根据《上海证券交易所交易规则》的相关规定，属于股票交易异常波 动情形。经核实，公司本次股票异常波动期间，控股股东智创投资于2025年7月25日存在通过大宗交易 减持公司股票的情形，该减持行为与此前披露的减持计划一致，不存在违规减持的情形。 ...

| 证券代码：603228 | 证券简称：景旺电子 | | | 公告编号:2025-086 | | --- | --- | --- | --- | --- | | 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 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： 深圳市景旺电子股份有限公司（以下简称"公司"）股票于2025年7月25 日、2025年7月28日、2025年7月29日连续3个交易日收盘价格涨幅偏离值累计超 过20%，属于股票交易异常波动。 经公司自查，并书面征询控股股东、实际控制人及其一致行动人，截至 本公告披露日，不存在应披露而未披露的重大信息。 敬请广大投资者注意投资风险，审慎决策，理性投资。 一、股票交易异常波动的具体情况 公司股票于 2025 年 7 月 25 日、2025 年 7 月 28 日、2025 年 7 月 29 日连续 3 个交易日收盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》 的相关规定，属 ...

当天机构净买入前三的股票分别是景旺电子、德科立、北方长龙，净买入金额分别是2.5亿元、1.38亿 元、1.16亿元。 | 祥鑫科技 | 10.01% | -1011.37 | | --- | --- | --- | | 科净源 | 20.02% | -1023.01 | | 拓山重工 | 4.40% | -1099.08 | | 中化国际 | 10.10% | -1997.67 | | 方邦股份 | 20.00% | -2460.92 | | 恒宝股份 | 4.63% | -5590.73 | | 和泰机电 | -2.12% | -5658.30 | | 爱婴室 | 2.62% | -8813.31 | | 博云新材 | -6.15% | -2131.81 | | 上海电影 | -7.05% | -2581.69 | | 昭衍新药 | 9.94% | -2830.30 | 当天机构净卖出前三的股票分别是昭衍新药、上海电影、博云新材，净流出金额分别是2830万元、2582 万元、2132万元。 当天机构净买入前三的股票分别是景旺电子、德科立、北方长龙，净买入金额分别是2.5亿元、1.38亿 元、1.16亿元。 ...

景旺电子7月29日公告，公司股票于2025年7月25日、2025年7月28日、2025年7月29日连续3个交易日收 盘价格涨幅偏离值累计超过20%，根据《上海证券交易所交易规则》的相关规定，属于股票交易异常波 动情形。经核实，公司本次股票异常波动期间，控股股东智创投资于2025年7月25日存在通过大宗交易 减持公司股票的情形，该减持行为与此前披露的减持计划一致，不存在违规减持的情形。 ...

每经AI快讯，7月29日，景旺电子（603228）(603228.SH)公告称，公司股票连续3个交易日收盘价格涨 幅偏离值累计超过20%，属于股票交易异常波动。经自查，公司目前生产经营活动正常，日常经营情况 未发生重大变化，不存在应披露而未披露的重大信息。同时，公司控股股东、实际控制人及其一致行动 人也不存在涉及公司的应披露而未披露的重大事项。 ...

金融界消息 截至2025年7月29日收盘，景旺电子（603228）报收于68.01元，上涨7.64%，换手率 3.27%，成交量30.36万手，成交金额19.33亿元。 通过天眼查大数据分析，深圳市景旺电子股份有限公司共对外投资了10家企业，参与招投标项目34次， 知识产权方面有商标信息59条，专利信息302条，此外企业还拥有行政许可88个。 来源：金融界 资金流向方面，今日主力资金净流入1.24亿元，占比成交额6.43%。其中，超大单净流入3727.43万元、 占成交额1.93%，大单净流入8703.53万元、占成交额4.5%，中单净流出流出2938.92万元、占成交额 1.52%，小单净流出9492.04万元、占成交额4.91%。 景旺电子最新一期业绩显示，截至2025一季报，公司营业总收入33.43亿元、同比增长21.90%，归属净 利润3.25亿元，同比增长2.18%，扣非净利润2.32亿元，同比减少17.56%，流动比率1.597、速动比率 1.308、资产负债率41.62%。 天眼查商业履历信息显示，深圳市景旺电子股份有限公司，成立于1993年，位于深圳市，是一家以从事 计算机、通信和其他电子设备 ...

Summary of Conference Call Records Industry Overview - The high-end PCB industry is experiencing a surge in demand, with mainland Chinese manufacturers poised to benefit due to limited capacity among Taiwanese firms [1][2][7] - AI PCB demand is projected to reach 50 billion yuan by 2025, with current capacity unable to meet this demand [1][6] - The industry is entering a phase where companies will prioritize capacity over technology barriers, focusing on those with significant idle high-end capacity [1][7][8] Key Companies and Developments Jingwang Electronics - Significant progress in high-end PCB business, with the Zhuhai Jinwan base expected to achieve a production value of 16 billion yuan through technological upgrades [1][14] - Actively expanding AI business, with the 300 series products expected to drive performance growth in the first half of next year [1][15][16] Dongshan Precision - Focused on consumer electronics HDI and server products, planning to invest 1 billion USD to expand hardboard capacity to meet AI PCB and server demands [1][17][18] - Aiming to solidify relationships with North American clients like Amazon and Google while expanding AI PCB market share [18] Shenghong Technology - Benefiting from capacity advantages, with high-end HBI mass production driving revenue growth [3][23] - New capacity expected to release at least 10 billion yuan in revenue next year, with ongoing expansion in Thailand and Vietnam [23] Sors Technology - The optical module business is expected to benefit from increased overseas capital expenditure, with a leading position in the EML optical chip sector [3][20] - Anticipated release of 800G capacity by the end of 2025, enhancing profitability [20] Other Notable Companies - **Shenghong Technology**: Expected to see significant revenue growth due to new capacity and strong client commitments [23] - **Hudian Co.**: Facing challenges but expected to resolve capacity bottlenecks by the end of 2026, with a focus on maintaining strong relationships with high-end clients [24] - **Shengyi Electronics**: As a core supplier for Amazon, expected to benefit from increased capital expenditure from major clients [25] Market Dynamics - The core issue for the industry over the next two years is capacity shortage, which is expected to lead to a significant supply-demand imbalance [6][7] - Companies with flexible capacity will be favored in stock selection, rather than those solely focused on technological barriers [7][9] - The trend of establishing factories in Southeast Asia has faced challenges due to infrastructure and labor issues, impacting production timelines [12][13] Investment Insights - Investors should focus on companies with substantial idle high-end capacity and proactive expansion plans to capitalize on future market opportunities [8][11] - The current investment climate favors companies that can quickly ramp up production to meet surging demand, particularly in the AI PCB sector [9][11] Conclusion - The AI PCB sector is on the brink of significant growth, with mainland Chinese manufacturers likely to dominate high-end production capacity in the coming years [11] - Strategic investments and capacity expansions are critical for companies to leverage the anticipated demand surge and secure their market positions [11][20]

General Principles - The purpose of the system is to regulate the information disclosure deferral and exemption behaviors of Shenzhen Jingwang Electronics Co., Ltd. and other obligated parties, ensuring compliance with legal obligations and protecting investors' rights [1][2] - The system is based on relevant laws and regulations, including the Securities Law of the People's Republic of China and the Management Measures for Information Disclosure of Listed Companies [1][2] Scope of Deferral and Exemption - The system applies to the company, its wholly-owned subsidiaries, and controlling subsidiaries [2] - Information can be deferred or exempted from disclosure if it is deemed a state secret or involves commercial secrets that could lead to unfair competition or harm to the company or others [3][4] Management of Deferral and Exemption - Conditions for deferral or exemption include that the information has not been leaked, insiders have signed confidentiality agreements, and there are no abnormal fluctuations in stock trading [5][6] - The company must promptly disclose deferred information once the reasons for deferral are resolved, providing justification for the classification as a commercial secret [6][7] Documentation and Record-Keeping - The company must maintain records of deferred or exempted information for at least ten years, including the method of exemption and internal review procedures [6][8] - Any changes in the status of deferred information, such as leaks or market rumors, must be verified and disclosed in a timely manner [7][8] Implementation and Amendments - The system is subject to interpretation and revision by the company's board of directors and takes effect upon approval [8]

深圳市景旺电子股份有限公司 董事会提名委员会实施细则 第一章 总则 第一条 为规范深圳市景旺电子股份有限公司（以下简称"公司"）决策管 理人员的产生，优化董事会组成，完善公司治理结构，根据《中华人民共和国公 司法》《上市公司治理准则》《上市公司独立董事管理办法》《上海证券交易所股 票上市规则》 《上海证券交易所上市公司自律监管指引第 1 号——规范运作》 《深 圳市景旺电子股份有限公司章程》（以下简称"《公司章程》"）及其他相关规 定，公司特设立董事会提名委员会（以下简称"委员会"），并制定本实施细则。 第二条 委员会是董事会下属的专门工作机构，主要负责拟定董事、高级管 理人员的选择标准和程序，对董事、高级管理人员人选及其任职资格进行遴选、 审核并提出建议。 第二章 人员组成 第三条 委员会成员由 3 名董事组成，其中独立董事过半数。 第四条 委员会委员由董事长、1/2 以上独立董事或者全体董事的 1/3 提名， 并由董事会选举产生。委员在任期内出现不适合任职的情形时，该委员应主动辞 职或由公司董事会予以撤换。 第五条 委员会设主任委员（召集人）1 名，由独立董事委员担任，负责主 持委员会工作并召集委员会会议 ...