Group 1 - The foldable screen sector experienced a strong upward movement at the beginning of trading, with Kosen Technology hitting the daily limit up [1] - Hongli Zhihui and Lihexing both saw increases of over 10% [1] - Defu Technology and Dalian Technology also followed with gains [1]

科森科技(603626)今日涨停，全天换手率23.03%，成交额18.29亿元，振幅9.26%。龙虎榜数据显示，营 业部席位合计净买入1.73亿元。 上交所公开信息显示，当日该股因日换手率达23.03%上榜，营业部席位合计净买入1.73亿元。 8月27日公司发布的半年报数据显示，上半年公司共实现营业收入15.82亿元，同比下降9.13%，实现净 利润-1.05亿元。（数据宝） 科森科技9月16日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 中信证券股份有限公司浙江分公司 | 9841.04 | | | 买二 | 国泰海通证券股份有限公司总部 | 5589.06 | | | 买三 | 华泰证券股份有限公司岳阳岳阳大道证券营业部 | 4664.11 | | | 买四 | 国金证券股份有限公司深圳分公司 | 4453.57 | | | 买五 | 开源证券股份有限公司西安西大街证券营业部 | 4439.01 | | | 卖一 | 国泰海通证券股份有限公司总部 | | 3725.1 ...

格隆汇9月16日丨科森科技(603626.SH)在投资者互动平台表示，经公司自查，公司不生产AI眼镜，也不 生产AI眼镜的结构件，公司已在2025年8月21日、8月23日披露了相关公告。 ...

Core Viewpoint - The AI PC concept sector has shown a positive performance, with a 2.82% increase, ranking 7th among various concept sectors, indicating strong investor interest and potential growth in this area [1]. Group 1: Sector Performance - As of September 16, the AI PC concept sector increased by 2.82%, with 38 stocks rising, including notable performers like Bomin Electronics and Kesen Technology, which hit the daily limit up [1]. - The top gainers in the sector included Zhongshi Technology, Changying Precision, and Danghong Technology, with increases of 11.40%, 8.94%, and 6.87% respectively [1]. Group 2: Capital Flow - The AI PC concept sector attracted a net inflow of 2.025 billion yuan from main funds, with 24 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflow [2]. - Kesen Technology led the net inflow with 602.13 million yuan, followed by Changying Precision and Bomin Electronics with net inflows of 495.44 million yuan and 320.07 million yuan respectively [2]. Group 3: Capital Inflow Ratios - Kesen Technology, Bomin Electronics, and Victory Precision had the highest net inflow ratios at 32.92%, 18.71%, and 14.57% respectively, indicating strong investor confidence in these stocks [3].

Market Overview - The consumer electronics sector rose by 0.83% on September 16, with Xiechuang Data leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Gainers in Consumer Electronics - Xiechuang Data (300857) closed at 66.95, up 13.10% with a trading volume of 361,300 shares and a turnover of 5.362 billion [1] - Wanrida (301285) closed at 51.63, up 11.54% with a trading volume of 88,400 shares and a turnover of 430 million [1] - Tonglian Precision (688210) closed at 50.46, up 10.13% with a trading volume of 105,400 shares and a turnover of 511 million [1] - Kosen Technology (603626) closed at 14.63, up 10.00% with a trading volume of 1,277,600 shares and a turnover of 1.829 billion [1] - Changying Precision (300115) closed at 28.14, up 8.94% with a trading volume of 2,005,300 shares and a turnover of 552.5 million [1] Top Losers in Consumer Electronics - Yabo Xuan (870357) closed at 26.43, down 3.36% with a trading volume of 28,600 shares and a turnover of 75.74 million [2] - Derun Electronics (002055) closed at 8.44, down 2.88% with a trading volume of 1,104,500 shares and a turnover of 927 million [2] - Yingli Co., Ltd. (300956) closed at 19.71, down 2.81% with a trading volume of 152,900 shares and a turnover of 301 million [2] Capital Flow Analysis - The consumer electronics sector saw a net inflow of 416 million from institutional investors, while retail investors experienced a net outflow of 173 million [2][3] - Major stocks like Kosen Technology and Changying Precision had significant net inflows from institutional investors, indicating strong interest [3]

Core Viewpoint - The Tesla concept stocks in the A-share market are experiencing significant gains, with multiple stocks hitting their daily limit up and reaching historical highs [1] Group 1: Stock Performance - Sanhua Intelligent Control has reached its daily limit up and set a new historical high [1] - Beite Technology also hit its daily limit up in the afternoon session [1] - Other stocks such as Meilixin, Yinlun Shares, Kosen Technology, and Junsheng Electronics have previously reached their daily limit up [1] - Companies like Ningbo Huaxiang, Xusheng Group, and Dazhu Laser have shown notable upward movement [1]

Core Viewpoint - Kosen Technology's stock price has experienced significant fluctuations, with a year-to-date increase of 73.46% but a recent decline of 13.49% over the past five trading days [1] Group 1: Company Overview - Kosen Technology, established on December 1, 2010, and listed on February 9, 2017, is located in Kunshan, Jiangsu Province [2] - The company specializes in precision manufacturing processes including die casting, forging, stamping, CNC, laser cutting, laser welding, MIM, and precision injection molding [2] - Kosen Technology serves notable clients such as Apple, Amazon, Google, and Medtronic, providing precision metal and plastic structural components for consumer electronics, medical devices, automotive (including new energy vehicles), LCD panels, and electronic cigarettes [2] Group 2: Financial Performance - For the first half of 2025, Kosen Technology reported revenue of 1.582 billion yuan, a year-on-year decrease of 9.13%, while the net profit attributable to shareholders was -105 million yuan, reflecting a year-on-year increase of 34.51% [2] - The company has distributed a total of 283 million yuan in dividends since its A-share listing, with 71.68 million yuan distributed over the past three years [3] Group 3: Stock Market Activity - As of September 12, Kosen Technology's stock price was 13.53 yuan per share, with a market capitalization of 7.508 billion yuan [1] - The stock has seen a net outflow of 115 million yuan in principal funds, with significant buying and selling activity recorded [1] - Kosen Technology has appeared on the stock market's "Dragon and Tiger List" 16 times this year, indicating notable trading activity [1]

Core Viewpoint - Kosen Technology (603626) experienced a decline of 4.23% in stock price, with a trading volume turnover rate of 25.98% and a total transaction amount of 1.944 billion yuan, indicating significant market activity and investor interest [2]. Trading Activity - The stock was listed on the Shanghai Stock Exchange's "龙虎榜" due to its high turnover rate, with a net selling amount of 3.9647 million yuan from brokerage seats [2]. - The top five brokerage seats accounted for a total transaction amount of 344 million yuan, with buying transactions amounting to 170 million yuan and selling transactions amounting to 174 million yuan, resulting in a net selling of 3.9647 million yuan [2]. - The largest buying brokerage was CITIC Securities Shanghai Branch, with a buying amount of 62.6705 million yuan, while the largest selling brokerage was Guotai Junan Securities Headquarters, with a selling amount of 44.7031 million yuan [2]. Fund Flow - The stock saw a net outflow of 71.4983 million yuan in main funds today, with a significant outflow of 14.356 million yuan from large orders and 70.0627 million yuan from major funds [2]. - Over the past five days, the main funds have experienced a net outflow of 652 million yuan [2]. Financial Performance - Kosen Technology reported a revenue of 1.582 billion yuan for the first half of the year, representing a year-on-year decline of 9.13%, and a net profit of -105 million yuan [2].

Market Overview - As of September 11, the Shanghai Composite Index closed at 3875.31 points, up 63.09 points, with a gain of 1.65% [1] - The Shenzhen Component Index closed at 12979.89 points, up 422.21 points, with a gain of 3.36% [1] - The ChiNext Index closed at 3053.75 points, up 149.48 points, with a gain of 5.15% [1] Stock Performance - A total of 77 A-shares had a turnover rate exceeding 20% on this day, indicating significant trading activity [1] - Notable stocks with high turnover rates included: - C Aifenda (301575) with a turnover rate of 66.03% and a closing price of 71.51 yuan, down 4.36% [1] - Yuan Dao Communication (301139) with a turnover rate of 57.22% and a closing price of 23.35 yuan, up 1.65% [1] - Sanwei Communication (002115) with a turnover rate of 53.05% and a closing price of 14.20 yuan, up 2.82% [1] - Sanxie Electric (920100) with a turnover rate of 52.48% and a closing price of 88.41 yuan, up 6.10% [1] Additional Notable Stocks - Other stocks with significant turnover rates included: - ST Guangdao (839680) with a turnover rate of 49.31% and a closing price of 11.14 yuan, up 4.50% [1] - Xingyuan Zhuomei (301398) with a turnover rate of 48.13% and a closing price of 54.96 yuan, up 5.21% [1] - Fangsheng Co. (832662) with a turnover rate of 39.37% and a closing price of 38.17 yuan, up 10.64% [1] - The data indicates a robust trading environment with several stocks experiencing notable price movements and turnover rates [1]

昆山科森科技股份有限公司 2025年第二次临时股东大会决议公告 证券代码：603626 证券简称：科森科技 公告编号：2025-043 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)股东大会召开的时间：2025 年 9 月 11 日 (二)股东大会召开的地点：江苏省昆山市开发区新星南路 155 号公司行政楼一楼 会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 1,247 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 145,233,818 | | 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 | | | 份总数的比例（%） | 26.3396 | 注：有表决权股份总数不包含股权登记日公司回购专用账户中的股份。 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 (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 本次股东大会采取现场记名投票表决与网络投票表决相结合 ...