Market Overview - The computer equipment sector experienced a decline of 0.63% on December 2, with Zhongwei Electronics leading the drop [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Stock Performance - Notable gainers in the computer equipment sector included: - Hengyin Technology: Closed at 13.37, up 10.04% with a trading volume of 290,200 shares and a turnover of 382 million [1] - Siwei Liekong: Closed at 29.66, up 6.38% with a trading volume of 197,300 shares and a turnover of 566 million [1] - Chuangshi Technology: Closed at 27.01, up 5.30% with a trading volume of 166,600 shares and a turnover of 445 million [1] - Conversely, Zhongwei Electronics saw a significant decline, closing at 11.71, down 12.94% with a trading volume of 548,100 shares and a turnover of 662 million [2] Capital Flow - The computer equipment sector experienced a net outflow of 1.14 billion in main funds, while retail funds saw a net inflow of 857 million [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Hengyin Technology had a main fund net inflow of 163 million, representing 42.58% of its trading volume, while retail funds saw a net outflow of 81.39 million [3] - Siwei Liekong experienced a main fund net inflow of 59.31 million, but retail funds had a net outflow of 49.31 million [3] - Chuangshi Technology had a main fund net inflow of 53.57 million, with retail funds also seeing a net outflow of 66.94 million [3]

Core Viewpoint - The stock of Siwei Control increased by 5.63% to 29.45 CNY per share, with a trading volume of 319 million CNY and a market capitalization of 11.229 billion CNY as of December 2 [1] Company Overview - Siwei Automation Equipment Co., Ltd. is located in Zhengzhou, Henan Province, established on April 29, 1998, and listed on December 24, 2015 [1] - The company operates in two main sectors: conventional railways and high-speed railways, focusing on train operation control, railway safety protection, and high-speed railway operation monitoring and information management [1] - Revenue composition includes: train operation control systems (40.91%), high-speed railway train operation monitoring systems (29.34%), railway safety protection systems (27.56%), and other (2.19%) [1] Shareholder Insights - The top circulating shareholder of Siwei Control includes a fund from Industrial Fund, specifically the Xingye Xingrui Two-Year Holding Period Mixed A (013910), which entered the top ten circulating shareholders in Q3 with 2.2792 million shares, representing 0.6% of circulating shares [2] - The fund has achieved a year-to-date return of 29.76% and a one-year return of 28.65%, ranking 2664 out of 8122 and 2647 out of 8056 respectively [2] Fund Performance - The fund manager of Xingye Xingrui Two-Year Holding Period Mixed A is Zou Hui, who has been in the position for 5 years and 9 days, managing assets totaling 5.721 billion CNY [3] - During Zou Hui's tenure, the best fund return was 79.82%, while the worst was 0.23% [3] Fund Holdings - Another fund from Industrial Fund, Xingye Advanced Manufacturing Mixed Initiated A (024729), holds 23,300 shares of Siwei Control, making it the third-largest holding, accounting for 4.6% of the fund's net value [4] - This fund was established on July 28, 2025, with a total size of 13.1448 million CNY and has achieved a return of 5.4% since inception [4] Additional Fund Management - The fund manager for Xingye Advanced Manufacturing Mixed Initiated A is Dong Lingfei, who has been in the role for 128 days, managing assets of 1.69771 million CNY [5] - The best return during Dong Lingfei's tenure was 4.53%, while the worst was 4.35% [5]

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.93亿元，其中，买入成交额为5074.14 万元，卖出成交额为1.43亿元，合计净卖出9199.01万元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即卖二、卖四，合计净卖出5949.68万 元，沪股通为第一大买入营业部及第一大卖出营业部，买入金额为1735.65万元，卖出金额为5682.23万 元，合计净卖出3946.58万元。 思维列控(603508)今日跌停，全天换手率6.32%，成交额6.79亿元，振幅9.40%。龙虎榜数据显示，机构 净卖出5949.68万元，沪股通净卖出3946.58万元，营业部席位合计净买入697.25万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-10.66%上榜，机构专用席位净卖出5949.68万元，沪 股通净卖出3946.58万元。 资金流向方面，今日该股主力资金净流出7852.70万元，其中，特大单净流出6709.16万元，大单资金净 流出1143.54万元。近5日主力资金净流入767.19万元。 融资融券数据显示，该股最新（11月28日）两融余额为3.11亿元，其中，融资余额为3.10亿元， ...

Market Overview - The computer equipment sector increased by 1.28% on December 1, with Zhongwei Electronics leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Top Performers - Zhongwei Electronics (300270) closed at 13.45, up 14.27% with a trading volume of 507,900 shares and a transaction value of 653 million yuan [1] - Fushen Technology (920190) closed at 27.48, up 6.02% with a trading volume of 54,800 shares and a transaction value of 149 million yuan [1] - Yilong Information (300588) closed at 32.40, up 4.92% with a trading volume of 195,900 shares and a transaction value of 633 million yuan [1] Underperformers - Siwei Liekong (603508) closed at 27.88, down 10.01% with a trading volume of 241,100 shares and a transaction value of 679 million yuan [2] - Tianmai Technology (300807) closed at 45.70, down 4.77% with a trading volume of 30,300 shares and a transaction value of 140 million yuan [2] - Tangyuan Electric (300789) closed at 24.20, down 4.01% with a trading volume of 35,300 shares and a transaction value of 85.87 million yuan [2] Capital Flow - The computer equipment sector experienced a net outflow of 458 million yuan from institutional investors, while retail investors saw a net inflow of 159 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - Aerospace Intelligence (300455) had a net inflow of 106 million yuan from institutional investors, while retail investors experienced a net outflow of 53.89 million yuan [3] - Dahua Technology (002236) saw a net inflow of 75.84 million yuan from institutional investors, with retail investors facing a net outflow of 48.41 million yuan [3] - Zhongwei Electronics (300270) had a net inflow of 29.62 million yuan from institutional investors, while retail investors faced a net outflow of 17.87 million yuan [3]

Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index, showcasing their daily and year-to-date performance along with dividend yields [1] - 常宝股份 (002478.SZ) leads with a daily increase of 6.26% and a year-to-date increase of 53.96%, with a dividend yield of 2.97% [1] - 德业股份 (605117.SH) and 沪农商行 (601825.SH) also show strong performance, with year-to-date increases of 39.92% and 16.03% respectively, and dividend yields of 4.89% and 4.74% [1] Group 2 - The list includes companies with varying performance, such as 森马服饰 (002563.SZ) which has a year-to-date decrease of 5.67% but a high dividend yield of 8.45% [1] - Other notable mentions include 思维列控 (603508.SH) with a year-to-date increase of 44.43% and a dividend yield of 11.71%, indicating strong investor interest [1] - The overall trend suggests a positive sentiment in the market, as indicated by the MACD golden cross signal formation, which is associated with bullish stock movements [3]

转自：中国证券报·中证网 中证报中证网讯（王珞）11月28日，思维列控发布公告，公司2025年第二次临时股东会审议通过《关于 公司非独立董事离任暨补选董事的议案》。公司原董事赵建州辞任，补选赵松为公司第五届董事会非独 立董事，任期自股东会审议通过之日起至第五届董事会届满，并拟补选其自股东会审议通过之日起担任 公司第五届董事会战略委员会委员，任期与第五届董事会一致。 资料显示：赵松，男，中国国籍，无境外永久居留权，1985年10月出生，40岁，汉族，硕士学历（中欧 国际工商学院，工商管理专业）。2016年5月至今任北京蓝信汇智科技有限公司执行董事兼总经理； 2018年12月至今任河南蓝信科技有限责任公司董事、副总经理；2019年4月至今任河南蓝信软件有限公 司执行董事兼总经理。 此前思维列控发布公告称，公司董事、副总经理赵建州被天津市滨海新区监察委员留置、立案调查。 ...

广东华商律师事务所 关于 河南思维自动化设备股份有限公司 2025 年第二次临时股东会的 法律意见书 二〇二五年十一月 深圳市福田区深南大道 4011 号港中旅大厦 21-26 层 邮政编码（P.C.）：518048 21-26/F, China Travel Service Tower, 4011 Shennan Avenue, Futian District, Shenzhen, CHINA 电话（Tel）：0086-755-83025555 传真（Fax）：0086-755-83025068 网址（web）：www.huashang.cn 法律意见书 广东华商律师事务所 关于河南思维自动化设备股份有限公司 本所律师同意将本法律意见书作为公司本次会议的必备文件予以公告，并 依法对本所出具的法律意见书承担责任。 本所律师根据有关法律法规的要求，按照律师行业公认的业务标准、道德 规范和勤勉尽责精神，对于出具本法律意见书有关的文件和以下事实进行了核 查和见证，现就本次股东会涉及的相关法律事项出具法律意见如下： 一、本次股东会的召集和召开程序 法律意见书 公司董事会已于2025年11月12日召开第五届董事会第十二 ...

证券代码：603508 证券简称：思维列控 公告编号：2025-042 河南思维自动化设备股份有限公司 2025年第二次临时股东会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 422 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 180,077,474 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | 47.2304 | | 份总数的比例（%） | | (四) 表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 本次会议以现场会议和网络投票相结合的方式召开，会议的主持、召开和表 决方式符合《公司法》及《公司章程》的规定。本次会议由公司董事长李欣先生 主持。 (二) 涉及重大事项，5%以下股东的表决情况 | 议案 | 议案名称 | | 同意 | | 反对 | | 弃权 | | | --- | --- | --- | --- | --- | ...

截至本公告披露日，河南思维自动化设备股份有限公司（以下简称"公司"） 监事会主席王培增先生持有公司股份 283,400 股，占公司总股本的 0.0743%；监 事秦伟先生持有公司股份 77,840 股，占公司总股本的 0.0204%。 证券代码：603508 证券简称：思维列控 公告编号：2025-041 河南思维自动化设备股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 股东持股的基本情况 减持计划的主要内容 公司于近日收到监事王培增先生和秦伟先生（以下统称"减持主体"）的《减 持计划告知函》，出于个人资金需求，减持主体拟在本次减持计划披露之日起 15 个交易日后的三个月内，以集中竞价的方式减持其所持有的公司股份分别不超过 70,850 股、19,460 股，均不超过本人所持公司股份的 25%。减持价格将按照减持 实施时的市场价格确定。 | 股东名称 | 王培增 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致 ...

Core Viewpoint - The company, Siwei Liekong (603508.SH), has announced a share reduction plan by its supervisors due to personal financial needs [1] Summary by Relevant Sections - **Share Reduction Plan** - Supervisors Wang Peizeng and Qin Wei plan to reduce their holdings by a maximum of 70,900 shares and 19,500 shares respectively, not exceeding 25% of their total holdings [1] - The reduction will occur within three months after the disclosure of the plan, starting 15 trading days from the announcement [1] - The selling price will be determined based on the market price at the time of the reduction [1]