Core Viewpoint - The short-term sentiment in the market has improved, with a significant number of stocks reaching their upper limit, indicating a potential recovery in investor confidence [1] Group 1: Market Performance - A total of 61 stocks hit the daily limit, with 14 stocks classified as consecutive limit-up stocks, and 5 of these achieved three consecutive limit-ups or more [1] - The upgrade rate for consecutive limit-up stocks was 41.67%, excluding ST and delisted stocks [1] - Over 3,200 stocks in the market experienced an increase, reflecting a broad-based rally [1] Group 2: Notable Stocks - Chengbang Co. achieved a limit-up, marking its sixth consecutive limit-up [1] - Dazhongnan showcased a "ground-to-sky" performance with 8 limit-ups in 6 days [1] - Haoshanghao reached a historical high with 5 limit-ups over 7 days [1] Group 3: Sector Performance - The innovative drug sector led the market gains, with notable performances from companies like Innovent Biologics, which saw a rise of over 9% in Hong Kong [1] - In the A-share market, Selin Medical achieved three consecutive limit-ups, while Chengyi Pharmaceutical and Weiming Pharmaceutical recorded two and three limit-ups, respectively [1] - The PCB sector also showed strength, with Shenghong Technology increasing over 6%, surpassing a market capitalization of 120 billion, and Pengding Holdings hitting the limit-up [1]

Market Overview - A-shares experienced a rebound on July 3, with the Shanghai Composite Index rising by 0.18%, the Shenzhen Component Index increasing by 1.17%, and the ChiNext Index gaining 1.9% [2] - A total of 3,271 stocks rose, with 66 hitting the daily limit up, while 1,866 stocks declined [3][4] - The total trading volume reached 13,335.06 billion, with a total of 108,789.9 million shares traded [4] Sector Performance - Computing hardware stocks surged again, with PCB and related sectors leading the gains. Notable stocks included Zhongjing Electronics, Bomin Electronics, and Jin'an Guoji, all hitting the daily limit up [5] - Innovative drug concept stocks continued their strong performance, with companies like Weiming Pharmaceutical and Shenzhou Cell also reaching the daily limit up [7] - The solid-state battery sector saw a midday rally, with stocks such as Dadongnan, Hongtian Co., and Zhongyi Technology hitting the daily limit up [9] Notable Stock Movements - Key stocks in the computing hardware sector included: - Yihua New Materials: +20.00% at 32.64 - Zhongyi Technology: +19.99% at 23.89 - Bomin Electronics: +10.04% at 10.41 [6] - In the innovative drug sector, significant gainers included: - Guangshengtang: +20.00% at 42.78 - Shenzhou Cell: +19.99% at 73.34 - Weiming Pharmaceutical: +10.03% at 10.86 [8] - Solid-state battery stocks also saw notable increases, with Zhongyi Technology at +19.99% and Hongtian Co. at +10.02% [10] Downward Trends - The marine economy sector faced adjustments, with Kelaite dropping over 10% [11] U.S.-China Trade Developments - The Trump administration canceled recent export licensing requirements for chip design software sales to China, a move aligned with a trade agreement aimed at easing key technology restrictions [12] - Major EDA (Electronic Design Automation) companies, including Synopsys, Cadence Design Systems, and Siemens, are expected to benefit from this change, as they previously required government approval to operate in China [12][13] - The EDA market, while only $11.5 billion, plays a crucial role in the $440 billion global semiconductor industry, with the top three companies controlling 74% of the market [13]

Group 1 - The PCB concept has seen a continuous rise, with stocks such as Fangzheng Technology hitting the daily limit [1] - Other companies like Jin'an Guoji, Bomin Electronics, and Dongshan Precision also reached their daily limit, while Jinlu Electronics, Pengding Holdings, Jingwang Electronics, Shenzhen South Circuit, and Aoshikang increased by over 6% [1] - According to a report from Tianfeng Securities, the market space for M8 PCB boards corresponding to AI servers and switches is estimated to be between 50-60 billion by 2026 [1]

A股存储芯片板块盘初走高，好上好创新高，西测测试20cm涨停，盈方微、大为股份、博敏电子等股涨 停。 ...

Core Viewpoint - The storage chip sector has seen a significant rally, with companies like Yingfangwei, Bomin Electronics, and Dawi Co. hitting the daily limit up, driven by strong market trends in NAND Flash and DRAM prices [1] Industry Summary - The NAND Flash market composite price index has increased by 9.2% from the beginning of 2025 [1] - The DRAM market composite price index has surged by 47.7% during the same period [1] - The combination of AI-driven memory upgrades, original manufacturers' profit protection strategies, and persistent demand from downstream markets is expected to push the DRAM market to reach historical highs in 2025 [1]

资金面上看，今日EDR概念板块获主力资金净流出9.60亿元，其中，17股获主力资金净流出，6股主力 资金净流出超5000万元，净流出资金居首的是全志科技，今日主力资金净流出2.36亿元，净流出资金居 前的还有博敏电子、三六零、国民技术等，主力资金分别净流出1.60亿元、1.43亿元、1.40亿元。今日 主力资金净流入居前的概念股有天融信、威帝股份等，主力资金分别净流入1059.72万元、63.98万元。 （数据宝） EDR概念资金流出榜 截至7月2日收盘，EDR概念下跌2.47%，位居概念板块跌幅榜前列，板块内，博敏电子、国民技术、全 志科技等跌幅居前。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 低辐射玻璃(Low-E) | 4.24 | 兵装重组概念 | -3.35 | | 硅能源 | 4.19 | 脑机接口 | -2.60 | | 特钢概念 | 3.25 | EDR概念 | -2.47 | | 可燃冰 | 2.93 | 太赫兹 | -2.38 | | 代糖概念 | 2.30 | 共封装光学(CPO) ...

证券代码：603936 证券简称：博敏电子 公告编号：临2025-056 博敏电子股份有限公司 关于2024年员工持股计划股票清算完毕暨提前终止的公告 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。 根据《关于上市公司实施员工持股计划试点的指导意见》《上海证券交易所上市公司自律监管指引第1 号一一规范运作》《博敏电子股份有限公司2024年员工持股计划》（以下简称"本员工持股计划"）、 《博敏电子股份有限公司2024年员工持股计划管理办法》（以下简称"《员工持股计划管理办法》"）的 有关规定，本员工持股计划权益已全部清算完毕，现将相关情况公告如下： 一、2024年员工持股计划的基本情况 2024年3月22日，博敏电子股份有限公司（以下简称"公司"）第五届董事会第八次会议及第五届监事会 第五次会议审议通过了《关于公司〈2024年员工持股计划（草案）及其摘要〉的议案》《关于公司 〈2024年员工持股计划管理办法〉的议案》《关于提请股东大会授权董事会办理公司2024年员工持股计 划相关事宜的议案》，上述议案已经公司于2024年4月8日 ...

本员工持股计划锁定期已于 2025 年 5 月 16 日届满，结合公司层面业绩考核 指标及个人层面绩效考核指标达成情况，解锁条件已成就，符合解锁条件的持有 1 证券代码：603936 证券简称：博敏电子 公告编号：临 2025-056 博敏电子股份有限公司 关于 2024 年员工持股计划股票清算完毕暨提前终止的公告 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。 根据《关于上市公司实施员工持股计划试点的指导意见》《上海证券交易所 上市公司自律监管指引第 1 号——规范运作》《博敏电子股份有限公司 2024 年员 工持股计划》（以下简称"本员工持股计划"）、《博敏电子股份有限公司 2024 年 员工持股计划管理办法》（以下简称"《员工持股计划管理办法》"）的有关规定， 本员工持股计划权益已全部清算完毕，现将相关情况公告如下： 一、2024 年员工持股计划的基本情况 2024 年 3 月 22 日，博敏电子股份有限公司（以下简称"公司"）第五届董 事会第八次会议及第五届监事会第五次会议审议通过了《关于公司<2024 年员工 持股计 ...

证券代码：603936 证券简称：博敏电子 公告编号：临 2025-058 博敏电子股份有限公司 | 序号 | 受托方名称 | 产品名称 | 赎回金额 | 年化收益率 | 收益金额 | | --- | --- | --- | --- | --- | --- | | 1 | 建设银行 | 中国建设银行广东省分 行单位人民币定制型结 | 6,000 | 1.01% | 14.99 | | | | 构性存款 | | | | 特此公告。 博敏电子股份有限公司董事会 2025 年 7 月 2 日 1 关于使用部分闲置募集资金进行现金管理的进展公告 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。 博敏电子股份有限公司（以下简称"公司"）于 2025 年 3 月 18 日召开第五 届董事会审计委员会第十二次会议、第五届董事会第十八次会议及第五届监事会 第十四次会议审议通过了《关于公司继续使用部分闲置募集资金进行现金管理的 议案》，具体内容详见公司于 2025 年 3 月 20 日在上海证券交易所网站 （www.sse.com.cn）披露的《 ...

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。 证券代码：603936 证券简称：博敏电子 公告编号：临 2025-057 博敏电子股份有限公司 2024 年员工持股计划第二次持有人会议决议公告 表决结果：同意 13,690,300 股，占出席本次持有人会议的持有人所持有本员 工持股计划有表决权份额总数的 100%；反对 0 股，占出席本次持有人会议的持 1 有人所持有本员工持股计划有表决权份额总数的 0%；弃权 0 股，占出席本次持 有人会议的持有人所持有本员工持股计划有表决权份额总数的 0%。 特此公告。 博敏电子股份有限公司董事会 2025 年 7 月 2 日 博敏电子股份有限公司（以下简称"公司"）《2024 年员工持股计划》（以下 简称"本员工持股计划"）第二次持有人会议（以下简称"本次持有人会议"）于 2025 年 6 月 26 日发出通知，于 2025 年 6 月 30 日在公司会议室召开。本次持有 人会议由本员工持股计划管理委员会主任杨苏女士召集并主持，出席本次持有人 会议的持有人共计 77 人，代表本员工持股 ...