其中PCB概念股景旺电子3连板，方正科技2连板。一图速览今日连板股>> 9月12日，Wind数据显示，A股市场共计75只个股涨停。其中PCB概念股景旺电子3连板，方正科技2连 板。一图速览今日连板股>> | 生做双版 | - 9.12 | | | --- | --- | --- | | | | 截至收盘斩获连板个股 | | 股票名称 | 连板大数 | 所属概念 | | *ST威尔 | 6 | 铝塑膜 | | *ST亚太 | 5 | 精细化工 | | 苏宁环球 | 4 | 地产 | | 青山纸业 | র | 光模块 | | 淳中科技 | 4 | 液冷测试设备 | | 金逸影视 | 3 | 影视院线 | | 景旺电子 | 3 | РСВ | | 东珠生态 | 3 | 卫星通信 | | 新炬网络 | 3 | 阿里云 | | 炬申股份 | 2 | 大宗商品物流 | | 科华数据 | 2 | 液冷服务器 | | 通鼎互联 | 2 | 光纤光缆 | | 苏州 | 2 | 乡村振兴 | | 新大正 | 2 | 机器人 | | 方正科技 | 2 | РСВ | | 华建集团 | 2 | 城市更新 | | 嘉泽新能 | 2 | ...

Group 1 - The AI industry chain shows a divergence in performance, with sectors like consumer electronics, servers, and storage leading the gains, while previously strong optical module leaders are experiencing a pullback [1] - As of September 11, the 5G Communication ETF (515050) has surged over 85% in the last 60 days, with its latest scale exceeding 9 billion yuan, indicating strong market interest [1] - The 5G Communication ETF tracks the CSI 5G Communication Theme Index, focusing heavily on companies like Nvidia, Apple, and Huawei, with Apple concept stocks accounting for over 30% of its weight [1] Group 2 - Apple is entering a new product innovation cycle, with the introduction of the iPhone 17 Air, which replaces the long-standing Plus model and emphasizes a lightweight design [2] - The iPhone 17 Air may lead to significant changes in the smartphone market, including a shift towards eSIM technology and the potential elimination of SIM card slots in many markets [2] - Apple's future product roadmap includes major innovations such as foldable devices, a screen-equipped HomePod, smart glasses, and a home security system, indicating a broad expansion of its product offerings [2]

Core Viewpoint - The convertible bond market experienced a significant decline from late August to early September, mirroring the performance of the Shanghai Composite Index, but has shown signs of stabilization since then [1]. Market Performance - The Wind convertible bond equal-weight index reached a historical high of 242.59 points on August 26, followed by a sharp decline over eight trading days, with the largest single-day drop of 3.21% on August 27, erasing gains made since early August [1]. - As of September 11, the index closed at 233.07 points, down less than ten points from its historical high [1]. - The largest convertible bond ETF, Bosera Convertible Bond ETF, saw its scale exceed 63.2 billion yuan this year, but experienced its first net outflow since June [1]. Institutional Behavior - Institutions are showing signs of profit-taking in the fixed-income + strategy, primarily due to several listed companies redeeming their convertible bonds or converting them into stocks [2]. - The decline in institutional convertible bond scale is not necessarily negative, as it reflects profit realization rather than losses [2]. Market Dynamics - The convertible bond market has been buoyed by strong performance in the equity market, with nearly 20 billion yuan net inflow into Bosera Convertible Bond ETF this year [3]. - The recent market adjustment is attributed to high profit-taking pressure, as convertible bond prices had significantly exceeded the past decade's highs [3]. - The market is experiencing increased trading activity, although demand for allocation remains strong [3]. Future Outlook - The total remaining scale of the convertible bond market is reported to be below 610 billion yuan, with expectations of a rapid decline below 600 billion yuan due to upcoming redemptions [4]. - The market is anticipated to undergo adjustments unless there are large-scale new bond issuances within a month [4]. Specific Company Insights - Jingwang Electronics announced unusual trading fluctuations in its convertible bonds, with the "Jing 23 Convertible Bond" experiencing a cumulative price deviation of over 30% [6]. - The bond's closing price was reported at 292.577 yuan, reflecting a premium of 192.58% over its face value [6]. - The company has shown steady revenue growth, with a compound annual growth rate of 15.7% from 2020 to 2024, and a 20.93% year-on-year increase in revenue for the first half of 2025 [8]. Investment Strategy - The current high valuation of convertible bonds suggests a need for structural adjustments, with a focus on finding opportunities during equity market fluctuations [9]. - The market's potential for growth remains significant, despite recent profit-taking, as the overall scale of fixed-income + strategies surged by 240 billion yuan in the first half of the year [9].

近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.09.11 | 10.00 | 2.72 | 35895.02 | | 2025.09.10 | 10.00 | 5.09 | 55712.24 | | 2025.09.09 | -2.78 | 3.08 | -5081.55 | | 2025.09.08 | -2.56 | 3.07 | -4273.35 | | 2025.09.05 | 5.13 | 3.27 | 4823.65 | | 2025.09.04 | -5.57 | 4.19 | -10223.31 | | 2025.09.03 | 0.18 | 3.19 | -16692.10 | | 2025.09.02 | -10.00 | 5.21 | -40032.95 | | 2025.09.01 | -4.35 | 4.36 | -13235.71 | | 2025.08.29 | -2.05 | 4.31 | -2224.11 | 景旺电子盘中涨停，已连收3个涨停板，截至9:39，该 ...

Market Overview - The A-share market opened with mixed performance among the three major indices, with the Shanghai Composite Index up by 0.01%, the Shenzhen Component down by 0.3%, and the ChiNext Index down by 0.97% [1] Sector Performance - The industrial metals sector showed strength, with Northern Copper Co. hitting the daily limit up and Electric Alloy (300697) rising over 8% [1] - CPO concept stocks exhibited mixed results, with Qingshan Paper (600103) and Jingwang Electronics (603228) increasing over 7%, while Tianfu Communication, New Yisheng (300502), and Zhongji Xuchuang (300308) fell over 6% [1] - International oil prices saw a significant decline, leading to a lower opening for oil and gas stocks, with Tongyuan Petroleum (300164) and Zhongman Petroleum (603619) both dropping approximately 2% [1]

Market Overview - The A-share market opened with mixed performance among the three major indices, with the Shanghai Composite Index up by 0.01%, the Shenzhen Component down by 0.3%, and the ChiNext Index down by 0.97% [1] Sector Performance - The industrial metals sector showed strength, with Northern Copper Industries hitting the daily limit up, and Electric Alloy rising over 8% [1] - CPO concept stocks exhibited mixed results, with Qingshan Paper and Jingwang Electronics increasing by over 7%, while Tianfu Communication, New Yisheng, and Zhongji Xuchuang fell by over 6% [1] - International oil prices experienced a significant decline, leading to a lower opening for oil and gas stocks, with Tongyuan Petroleum and Zhongman Petroleum both dropping approximately 2% [1]

Core Viewpoint - Jingwang Electronics announced that its "Jing 23 Convertible Bond" experienced a cumulative price increase deviation of over 30% over two consecutive trading days on September 10 and 11, 2025, indicating abnormal trading fluctuations in convertible bonds [1] Summary by Relevant Sections - Company Announcement - Jingwang Electronics confirmed that there are no undisclosed significant information after self-examination and consultation with its controlling shareholders and actual controllers as of the date of the announcement [1]

| 证券代码：603228 | 证券简称：景旺电子 | | 公告编号:2025-105 | | --- | --- | --- | --- | | 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"交易异常波动的公告 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： "景23转债"于2025年9月10日、2025年9月11日连续2个交易日收盘价格 涨幅偏离值累计超过30%，属于可转债交易异常波动情形。 截至2025年9月11日，"景23转债"收盘价格292.577元/张，相对于票面价 格溢价192.58%，转股溢价率11.57%。敬请广大投资者注意当前估值风险，理性 投资。 公司股票自2025年8月20日至2025年9月9日，已有十五个交易日的收盘价 格不低于当期转股价格23.91元/股的130%（即31.09元/股），根据《募集说明书》 的相关约定，已触发"景23转债"的赎回条款。公司于2025年9月9日召开董事会决 定行使"景23转债"的提前赎 ...

Group 1 - The A-share market saw a collective surge in CPO concept stocks, with notable gains from companies such as Cambridge Technology, Jingwang Electronics, and Founder Technology, all reaching the daily limit up [1] - Citigroup stated that despite significant price increases in Chinese optical module stocks since the beginning of the year, profit-taking is inevitable; however, the overall narrative remains strong due to enhanced visibility of demand through 2027, warranting a revaluation of optical module companies to over 20 times earnings [1] - Target prices for companies such as Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication have been raised to 569 yuan, 472 yuan, and 196 yuan respectively, with key catalysts expected from the CIOE China Optical Expo and third-quarter performance [1] Group 2 - The following companies experienced significant price increases: Cambridge Technology (10.00%), Jingwang Electronics (10.00%), Founder Technology (9.96%), and Zhongji Xuchuang (8.31%) [2] - Year-to-date performance shows substantial gains for companies like Xinyi Sheng (336.97%) and Zhongji Xuchuang (238.97%), indicating strong market momentum [2] - The total market capitalization of these companies varies, with Jingwang Electronics at 591 billion yuan and Zhongji Xuchuang at 463.3 billion yuan, reflecting their significant market presence [2]

Market Performance - As of September 11, the AI PC concept index rose by 5.20%, ranking third among concept sectors, with 43 stocks increasing in value [1] - Notable gainers included Xinghuan Technology, Shenghong Technology, and Yingli Co., which saw increases of 17.17%, 16.28%, and 10.57% respectively [1] - The top decliners were Kosen Technology, Siquan New Materials, and Lijia Technology, with declines of 4.23%, 1.28%, and 1.23% respectively [1] Capital Inflow - The AI PC sector experienced a net capital inflow of 4.385 billion yuan, with 33 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflow [2] - Shenghong Technology led the net inflow with 1.361 billion yuan, followed by Lingyi Technology, Zhongjing Electronics, and Jingwang Electronics with net inflows of 592 million yuan, 398 million yuan, and 359 million yuan respectively [2] Capital Flow Ratios - Zhongjing Electronics, Jingwang Electronics, and Chongda Technology had the highest net inflow ratios at 25.78%, 22.74%, and 16.81% respectively [3] - The AI PC concept capital inflow leaderboard included Shenghong Technology with a daily increase of 16.28% and a turnover rate of 10.87% [3]