2025年1至6月份，亚翔集成的营业收入构成为：电子行业占比95.97%，工程-其他行业占比3.13%，其他 业务占比0.9%。 每经AI快讯，亚翔集成（SH 603929，收盘价：42.06元）8月28日晚间发布关于公司高级管理人员退休 离任的公告。公告称，公司董事会于2025年8月28日收到联合办公室总监裴力彪先生的书面辞职报告。 裴力彪先生由于已届退休年龄，提请辞去公司联合办公室总监职务。裴力彪先生退休后将不再担任公司 任何职务。 每经头条（nbdtoutiao）——世界首例基因编辑猪肺成功移植人体 对话主要参与者：距离临床应用还有 多远？ （记者 王可然） 截至发稿，亚翔集成市值为90亿元。 ...

重要内容提示： 亚翔系统集成科技（苏州）股份有限公司（以下简称"公司" ）董事会于 2025 年 8 月 28 日收到联合办公室总监裴力彪先生的书面辞职报告。裴力彪先 生由于已届退休年龄，提请辞去公司联合办公室总监职务。 证券代码：603929 证券简称：亚翔集成 公告编号：2025-035 亚翔系统集成科技（苏州）股份有限公司 关于公司高级管理人员退休离任的公告 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个 别及连带责任。 一、董事/高级管理人员离任情况 （一）提前离任的基本情况 | 姓名 | 离任职务 | | | | | 是否继续在 | 具体职 | 是否存在 未履行完 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 离任时间 | | 原定任期 | 离任 | 上市公司及 | 务（如 | | | | | | | 到期日 | 原因 | 其控股子公 | 适用） | 毕的公开 | | | | | | | | 司任职 | | 承诺 | | 裴力彪 | 联合办公 ...

风险提示：股市有风险，投资需谨慎。本文所提及股票仅供数据展示，不构成任何投资建议。（本内容 由AI生成，仅供参考，不构成投资建议。） 从资金流向来看，8月27日主力资金净流出5248.28万元，占流通市值的0.6%。但近五日主力资金整体呈 现净流入状态，累计净流入3067.24万元。 亚翔集成8月27日股价报40.78元，较前一交易日下跌3.93%。盘中呈现明显波动，早盘快速回调后，午 后出现快速反弹。当日成交额达6.23亿元，换手率为6.87%。 该公司主营业务为洁净室工程服务，涉及半导体、光电等高科技产业领域。作为专业洁净室系统集成工 程解决方案提供商，亚翔集成在行业内具有一定知名度。 ...

Group 1: AI Medical - Ping An Good Doctor's stock surged by 6.99% on August 26, with its price doubling in the past month. The company reported an AI product system "7+N+1" with an accuracy rate of approximately 98% for AI-assisted consultations and nearly 80% for complex disease treatment plans [4] - The average service cost for family doctors decreased by about 52% due to AI assistance, and operational efficiency improved by around 50% [4] Group 2: Artificial Intelligence Policy - The State Council released an opinion on August 26 to implement the "Artificial Intelligence+" initiative, aiming for over 70% application penetration of new intelligent terminals and agents by 2027, and over 90% by 2030 [5] - The initiative includes building national AI application pilot bases and promoting the transformation of software and information service companies [5] Group 3: 5.5G Development - The Ministry of Industry and Information Technology is expected to issue the second batch of millimeter-wave private network frequency licenses, with more companies anticipated to receive licenses by the end of the year [6] - This issuance indicates the maturity of the domestic millimeter-wave 5G industry chain and is expected to initiate a wave of innovation in the sector [7] Group 4: Gaming Industry - The National Press and Publication Administration approved 173 games in August 2025, setting a new record for the year, including 166 domestic and 7 imported games [9] - The gaming market is projected to maintain long-term optimistic growth, with the 3A game market expected to reach 13.3 billion yuan in 2025 and 16.9 billion yuan in 2026, with a CAGR of 35% anticipated from 2027 to 2028 [9] Group 5: Company Earnings - Cambrian reported a net profit of 1.038 billion yuan in the first half of 2025, compared to a loss of 530 million yuan in the same period last year [12] - North Rare Earth's net profit surged by 1951.52% year-on-year to 931 million yuan in the first half of 2025 [12] - Light Media's net profit increased by 371.55% year-on-year to 2.229 billion yuan in the first half of 2025 [12]

Market Overview - The professional engineering sector increased by 1.04% on August 26, with Yaxiang Integration leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Top Gainers in Professional Engineering Sector - Yaxiang Integration (603929) closed at 42.45, up 10.00% with a trading volume of 77,900 shares and a transaction value of 329 million [1] - Sentai Co., Ltd. (603098) closed at 16.20, up 9.98% with a trading volume of 460,500 shares and a transaction value of 733 million [1] - Rishang Group (002593) closed at 5.64, up 9.94% with a trading volume of 679,200 shares and a transaction value of 373 million [1] Other Notable Performers - Aiman Co., Ltd. (605289) closed at 49.88, up 7.57% with a trading volume of 95,400 shares [1] - Nenghuizhi (301046) closed at 22.69, up 4.51% with a trading volume of 86,400 shares [1] - Shenghui Integration (603163) closed at 40.56, up 4.46% with a trading volume of 124,900 shares [1] Decliners in Professional Engineering Sector - Shikong Technology (605178) closed at 25.07, down 4.89% with a trading volume of 54,100 shares and a transaction value of 138 million [2] - Tongguan Mining Construction (920019) closed at 24.93, down 3.33% with a trading volume of 47,700 shares and a transaction value of 120 million [2] - Yongfu Co., Ltd. (300712) closed at 26.60, down 2.67% with a trading volume of 48,200 shares and a transaction value of 129 million [2] Capital Flow Analysis - The professional engineering sector saw a net inflow of 172 million from main funds, while retail funds experienced a net outflow of 82.72 million [2] - Notable net inflows from main funds included Rishang Group (1.22 million) and Shensanda A (1.03 million) [3] - Significant net outflows from retail funds were observed in Rishang Group (-6.23 million) and Shensanda A (-7.60 million) [3]

截至2025年8月26日14:08，国证自由现金流指数上涨0.03%，成分股亚翔集成涨停，锦泓集团、东方铁 塔、捷佳伟创、云铝股份等领涨。自由现金流ETF(159201)多空胶着，最新报价1.14元。拉长时间看， 截至2025年8月25日，自由现金流ETF近1周累计上涨4.21%，涨幅排名可比基金第一。 跟踪精度方面，截至2025年8月25日，自由现金流ETF近1月跟踪误差为0.041%，在可比基金中跟踪精度 最高。 财通证券分析称，海外联储态度转向，国内流动性增量未见尾声，行情依然值得期待。海外方面， Jackson Hole年会上鲍威尔态度转向，补齐宽财政+宽货币+全球关税+弱美元的最后一环，指向后续长 期全球权益&商品市场向上。市场情绪看，全A成交额距离3.5万亿元高位仍有空间。资金面看，本轮行 情目前由险资+杠杆资金主导，过往几轮行情中未曾缺席的公募发行尚未见到显著回暖，增量流动性仍 可期。 自由现金流ETF(159201)，场外联接(华夏国证自由现金流ETF发起式联接A：023917；华夏国证自由现 金流ETF发起式联接C：023918)。 流动性方面，自由现金流ETF盘中换手6.6%，成交2.89 ...

Group 1 - The stock price of Yaxiang Integration reached a historical high, increasing by 8.21% to 41.76 yuan, with a trading volume of 3.5768 million shares and a transaction amount of 151 million yuan, resulting in a turnover rate of 1.68% [1][1][1] - The total market capitalization of Yaxiang Integration in A-shares is now 8.91 billion yuan, with a circulating market value of 8 billion yuan [1][1][1] - The construction decoration industry, to which Yaxiang Integration belongs, has an overall decline of 0.54%, with 38 stocks in the industry experiencing price increases, including Yaxiang Integration, which ranks among the top gainers [1][1][1] Group 2 - As of August 20, the number of shareholders for Yaxiang Integration increased to 12,639, up by 1,150 from the previous period, marking a 10.01% increase and indicating a continuous growth in shareholder numbers [1][1][1] - The company's semi-annual report shows that it achieved an operating income of 1.683 billion yuan in the first half of the year, a year-on-year decrease of 40.95%, and a net profit of 161 million yuan, down 32.20% year-on-year, with basic earnings per share of 0.75 yuan and a weighted average return on equity of 8.83% [1][1][1]

从资金流向上来看，当日专业工程板块主力资金净流入2507.61万元，游资资金净流出1009.12万元，散户 资金净流出1498.49万元。专业工程板块个股资金流向见下表： 证券之星消息，8月25日专业工程板块较上一交易日上涨2.5%，森特股份领涨。当日上证指数报收于 3883.56，上涨1.51%。深证成指报收于12441.07，上涨2.26%。专业工程板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603098 | 森特股份 | 14.73 | 10.01% | 32.72万 | 4.65亿 | | 603929 | 亚翔集成 | 38.59 | 10.01% | 6.93万 | 2.61亿 | | 603163 | 圣晖集成 | 38.83 | 10.00% | 8.00万 | 3.10亿 | | 605289 | 爱曼股份 | 46.37 | 8.59% | 8.62万 | 3.87亿 | | 300712 | 永福股份 | 27.33 | 6.30% | 9.17万 ...

8月25日，三大指数集体高开，国证自由现金流指数高开高走，成分股中亚翔集成涨停，洛阳钼业 涨超7%，天津港、白云有色、云铝股份、安孚科技等跟涨。相关ETF方面，同类规模最大的自由现金 流ETF（159201）跟随指数上涨，现涨约1.25%，成交额超1.8亿元，换手率超4.2%，交投活跃且频现溢 价交易。 从资金流向来看，自由现金流ETF（159201）最新规模为41.42亿元；拉长时间看，过去五天持续 获得资金净流入，合计"吸金"超2.91亿元，持续获资金青睐。 自由现金流ETF（159201）成分股聚焦自由现金流充裕的行业龙头，行业覆盖家用电器、汽车、有 色金属、电力设备、石油石化等高壁垒领域，行业分散性显著，有效规避单一行业波动风险，是底仓配 置的有利选择。基金管理年费率0.15%，托管年费率0.05%，均为市场最低费率水平。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexu ...

丨证券研究报告丨 行业研究丨行业周报丨建筑与工程 [Table_Title] 下游资本开支扩张，关注洁净室市场机会 报告要点 [Table_Summary] [Table_Summary] 近日，芯片等板块盈利能力显著，产业链情绪共振带动洁净室板块。8 月 22 日，芯片产业 链涨幅明显，海光信息、寒武纪-U 涨幅达 20%，产业链情绪共振带动洁净室板块，圣晖集 成涨 7.23%。 分析师及联系人 [Table_Author] SAC：S0490520080022 SAC：S0490522060005 SFC：BUT917 张弛 张智杰 袁志芃 龚子逸 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 近日，芯片等板块盈利能力显著，产业链情绪共振带动洁净室板块。8 月 22 日，芯片产业链 涨幅明显，海光信息、寒武纪-U 涨幅达 20%，产业链情绪共振带动洁净室板块，圣晖集成涨 7.23%。催化上来看，DeepSeek-V3.1 携专为下一代国产芯片定制的 UE8M0 FP8 精度亮相， UE8M0 FP8 技术助力国产芯片加速追赶；财政端 5000 亿元新型政策 ...