2025年5月26日，公司召开第四届董事会第二十九次会议、第四届监事会第十九次会议，审议通过回购 注销及注销部分股票期权议案。5月27日，公司就回购注销事项通知债权人，45日内未接到相关债权人 要求。7月9日，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，再次审议通过相关议案。 7月10日，公司再次通知债权人，同样45日内无相关要求。律师认为，截至法律意见书出具日，回购注 销事项已取得现阶段必要授权和批准，符合相关规定。 景旺电子近日发布关于2024年股票期权与限制性股票激励计划回购注销部分限制性股票实施相关事项的 法律意见书，一系列操作引发市场关注。 激励计划推进历程回顾 2024年4月19日，景旺电子召开第四届董事会第十八次会议，审议通过《2024年股票期权与限制性股票 激励计划（草案）》等相关议案。同日，第四届监事会第十次会议也审议通过相关议案。4月23日 - 5月 3日，公司对首次授予部分激励对象进行公示。5月20日，2023年年度股东大会审议通过激励计划相关议 案。6月13日，第四届董事会第二十次会议与第四届监事会第十二次会议，分别审议通过调整激励计划 及授予相关议案。 回购注销事项的批准与 ...

Market Overview - On September 10, the A-share market closed with a total of 65 stocks hitting the daily limit, with 49 stocks hitting the limit after excluding 16 ST stocks, resulting in an overall limit rate of 71.43% [1] Top Performing Stocks - Liou Co. had the highest limit order volume with 804,900 hands, followed by Qingshan Paper, Zhuolang Intelligent, and Kuangda Technology with limit order volumes of 388,200 hands, 345,400 hands, and 335,900 hands respectively [2] - Tianpu Co. achieved an 11-day consecutive limit, while Shoukai Co. had 6 consecutive limits, and several other stocks had 2 to 3 consecutive limits [2] Key Drivers for Stock Performance - Liou Co. focuses on AI and marketing, emphasizing the integration of AI with marketing services through its self-developed AIGC platform "LEOAIAD" [2] - Tianpu Co.'s stock surge is attributed to the proposed acquisition by Zhonghao Xinying, resumption of trading, and a small circulation [3] - Industrial Fulian's stock performance is driven by AI server growth and share buybacks [3] PCB Industry Highlights - Several stocks in the PCB (Printed Circuit Board) sector, including Dongshan Precision and Jingwang Electronics, hit the limit, with Dongshan Precision ranked second globally in flexible circuit boards and third in PCBs according to Prismark [3][4] - Jingwang Electronics has established itself as the largest automotive PCB supplier globally as of 2024 [4] eSIM Developments - The release of Apple's iPhone Air, which only supports eSIM, indicates a growing trend in eSIM technology [5] - Companies like Rihai Intelligent and Erli San are actively developing eSIM solutions for IoT applications [6][7] Oil Service Sector - Shandong Molong and Zhun Oil Co. are key players in the oil service sector, providing equipment and technical services for oil and gas extraction [8] Institutional and Retail Investment Trends - Institutions have shown significant interest in stocks like Liou Co., Dongshan Precision, and Xiaocheng Technology, with net purchases exceeding 3 billion yuan [9][10] - Retail investors have also actively traded stocks like Liou Co. and Enjie Co., indicating strong market interest [12]

| 证券代码：603228 | 证券简称：景旺电子 | 公告编号:2025-104 | | --- | --- | --- | | 债券代码：113669 | 债券简称：景 转债 23 | | 深圳市景旺电子股份有限公司 关于股权激励限制性股票回购注销实施公告 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： 回购注销的原因： 部分激励对象因离职而不再具备激励对象资格、部分激励对象因 2024 年度 个人绩效考核结果对应的个人层面考核未完全达标，公司需对已授予但尚未解除 限售的限制性股票合计 342,648 股予以回购注销。 本次注销股份的有关情况： | 回购股份数量（股） | 注销股份数量（股） | | 注销日期 | | | | --- | --- | --- | --- | --- | --- | | 342,648 | 342,648 | 2025 | 年 9 | 月 | 15 日 | 一、本次限制性股票回购注销的决策与信息披露 1、2025 年 5 月 26 日，深圳市景旺电子股份有限公司（以下简称"公司 ...

2024 年股票期权与限制性股票激励计划 回购注销部分限制性股票实施相关事项的 法律意见书 北京观韬（深圳）律师事务所 法律意见书 北京观韬（深圳）律师事务所 关于深圳市景旺电子股份有限公司 北京观韬（深圳）律师事务所 关于深圳市景旺电子股份有限公司 2024年股票期权与限制性股票激励计划 回购注销部分限制性股票实施相关事项的法律意见书 观意字2025SZ000075号 致：深圳市景旺电子股份有限公司 北京观韬（深圳）律师事务所(以下简称"本所")接受深圳市景旺电子股份 有限公司(以下简称"景旺电子"或"公司")的委托，就公司2024年股票期权与 限制性股票激励计划（以下简称"本次激励计划"）回购注销部分限制性股票实 施相关事项（以下简称"本次回购注销"），出具本法律意见书。 本所律师依据《中华人民共和国公司法》(以下简称"《公司法》")、《中 华人民共和国证券法》(以下简称"《证券法》")，中国证券监督管理委员会(以 下简称"中国证监会")颁布的《上市公司股权激励管理办法》(以下简称"《管 理办法》")等法律、行政法规、部门规章及规范性文件和《深圳市景旺电子股 份有限公司章程》（以下简称"《公司章程》"）、 ...

A股市场整体呈现 "沪强深弱、指数分化" 的震荡格局。 两市合计成交 沪深两市成交额1.98万亿，较上一个交易日缩量140 4亿。 持续 的地量水平反映出市场交投清淡，资金入场意愿不足。 盘面上，市场热点快速轮动，全市场上涨个股和下跌个股数量基本相当。 01 国家统计局公布重要数据 国家统计局发布8月CPI数据，可谓是"喜忧参半" 9月1 0日，国家统计局发布的数据显示，2025年8月份居民消费价格同比下降0.4%，环比持平。 同比来看，市下降0.3%，农村下降 0.6%；食品价格下降4 .3%，非食品价格上涨0.5%；消费品价格下降1.0%，服务价格上涨0.6%。1—8月平均，全国居民消费价格比上 年同期下降0.1%。 国家统计局城市司首席统计师董莉娟要是上年同期对比基数走高叠加本月食品价格涨幅低于季节性水平所致。随着扩内需促消费政策持 续显效，核心CPI同比涨幅连续第4个月扩大。本月扣除食品和能源价格的核心CPI同比上涨0.9%，涨幅比上月扩大0 .1个百分点。 食品价格是主要拖累， 同比大幅下降4.3%（特别是猪肉、鲜菜等），这是导致CPI同比转负的最主要原因。这反映了农产品供给充 足，但也部分说明了居 ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 短剧游戏 | 2.61 | 硅能源 | -1.73 | | 赛马概念 | 2.40 | 石墨电极 | -1.51 | | 足球概念 | 2.25 | 有机硅概念 | -1.27 | | 云游戏 | 2.10 | PEEK材料 | -1.25 | | AI PC | 1.95 | 钠离子电池 | -1.11 | | 网络游戏 | 1.93 | 草甘膦 | -1.11 | | 冰雪产业 | 1.88 | 芬太尼 | -1.11 | | Sora概念(文生视频) | 1.80 | 两轮车 | -1.07 | | 手机游戏 | 1.76 | 超导概念 | -1.03 | | 6G概念 | 1.73 | 氟化工概念 | -1.02 | 资金面上看，今日6G概念板块获主力资金净流入51.84亿元，其中，46股获主力资金净流入，12股主力 资金净流入超亿元，净流入资金居首的是中国联通，今日主力资金净流入15.35亿元，净流入资金居前 的还有海格通信、景旺电子、三维通信等，主力资金分别净流入7.28亿元 ...

Group 1 - The AI PC concept sector saw a rise of 1.95%, ranking fifth among concept sectors, with 28 stocks increasing in value [1][2] - Notable gainers included Siquan New Materials, which hit a 20% limit up, and Jingwang Electronics, which also reached the limit up, while Shenghong Technology and Yingli Co., Ltd. rose by 12.01% and 10.36% respectively [1][2] - The sector experienced a net inflow of 1.186 billion yuan from major funds, with 24 stocks receiving net inflows, and seven stocks seeing inflows exceeding 50 million yuan [2][3] Group 2 - Shenghong Technology led the net inflow with 837 million yuan, followed by Jingwang Electronics with 557 million yuan, and Pengding Holdings with 200 million yuan [2][3] - The net inflow ratios for Jingwang Electronics, Pengding Holdings, and Feirongda were 21.00%, 11.37%, and 10.82% respectively, indicating strong investor interest [3] - The top gainers in the AI PC concept included Shenghong Technology, Jingwang Electronics, and Pengding Holdings, while the top losers were Kosen Technology, Zhili Fang, and Lijia Technology, which fell by 9.99%, 4.44%, and 3.19% respectively [1][4]

Market Performance - The component sector increased by 5.62% on September 10, with Shenghong Technology leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Top Gainers - Shenghong Technology (300476) closed at 290.67, up 12.01% with a trading volume of 886,300 shares [1] - Dongshan Precision (002384) closed at 72.22, up 10.01% with a trading volume of 827,800 shares [1] - Jingwang Electronics (603228) closed at 57.00, up 10.00% with a trading volume of 474,900 shares [1] - Yidun Electronics (603328) closed at 11.90, up 9.98% with a trading volume of 483,800 shares [1] Market Capital Flow - The component sector saw a net inflow of 3.985 billion yuan from institutional investors, while retail investors experienced a net outflow of 1.945 billion yuan [2][3] - Major stocks like Dongshan Precision and Shenghong Technology had significant net inflows from institutional investors, indicating strong interest [3] Notable Decliners - Junya Technology (603386) closed at 14.67, down 3.49% with a trading volume of 113,000 shares [2] - Shiyun Circuit (603920) closed at 40.69, down 2.00% with a trading volume of 417,600 shares [2] - Farah Electronics (600563) closed at 117.30, down 1.93% with a trading volume of 21,900 shares [2]

截至2025年9月10日 13:33，中证粤港澳大湾区发展主题指数(931000)强势上涨1.10%，成分股胜宏科技(300476)上涨13.24%，工业富联(601138)上涨10.00%， 景旺电子(603228)上涨10.00%，海格通信(002465)，英维克(002837)等个股跟涨。大湾区ETF(512970)上涨0.92%，最新价报1.43元。拉长时间看，截至2025年 9月9日，大湾区ETF近1月累计上涨9.48%。 流动性方面，大湾区ETF盘中换手0.04%，成交3.68万元。拉长时间看，截至9月9日，大湾区ETF近1月日均成交74.82万元。 截至9月9日，大湾区ETF近1年净值上涨47.70%。从收益能力看，截至2025年9月9日，大湾区ETF自成立以来，最高单月回报为21.99%，最长连涨月数为4个 月，最长连涨涨幅为26.18%，上涨月份平均收益率为5.38%。截至2025年9月9日，大湾区ETF近3个月超越基准年化收益为8.81%。 截至2025年9月5日，大湾区ETF近1年夏普比率为1.61。 回撤方面，截至2025年9月9日，大湾区ETF今年以来相对基准回撤0.43%。回撤后修 ...

Core Insights - The China Securities Consumer Electronics Theme Index (931494) has seen a strong increase of 2.51% as of September 10, 2025, with notable gains in constituent stocks such as Dongshan Precision (002384) up 10.01%, Industrial Fulian (601138) up 10.00%, and Jingwang Electronics (603228) up 10.00% [1][2] - The Consumer Electronics ETF (561600) has risen by 2.60%, with a recent price of 1.1 yuan, and has accumulated a 22.00% increase over the past month as of September 9, 2025 [1][2] Market Performance - The Consumer Electronics ETF recorded a turnover rate of 7.92% during the trading session, with a transaction volume of 41.8497 million yuan [2] - The index tracks 50 listed companies involved in component production and brand design in the consumer electronics sector, reflecting the overall performance of these securities [2] Top Holdings - As of August 29, 2025, the top ten weighted stocks in the China Securities Consumer Electronics Theme Index include: - Cambricon Technologies (688256) - Luxshare Precision (002475) - SMIC (688981) - Industrial Fulian (601138) - BOE Technology Group (000725) - Lattice Semiconductor (688008) - O-film Tech (603501) - Zhaoyi Innovation (603986) - GoerTek (002241) - Dongshan Precision (002384) - These top ten stocks account for a combined weight of 54.8% in the index [2]