证券代码：603936 证券简称：博敏电子 公告编号：临 2025-059 博敏电子股份有限公司 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。 重要内容提示： 投资种类：结构性存款、大额存单 投资金额：博敏电子股份有限公司（以下简称"公司"）使用募集资金 购买了中国建设银行股份有限公司梅州扶贵支行（以下简称"建设银行"）的中 国建设银行广东省分行单位人民币定制型结构性存款、中国建设银行单位大额存 单 2025 年第 041 期，金额分别为 4,000 万元、2,000 万元。 已履行的审议程序：2025 年 3 月 18 日，公司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《关于继续使用部分闲置募集资金进行现金管理的公告》（公告编号：临 2025-024 ...

Group 1 - The A-share laser radar concept stocks experienced a decline in early trading, with leading companies like Lingyi Zhizao and Guangxun Technology both dropping over 3% [1] - Other stocks such as Bomin Electronics, Crystal Optoelectronics, Demais, and Juxing Technology also followed the downward trend [1] - Reports from authoritative media indicate that negotiations for European and Chinese electric vehicles are nearing completion [1]

Group 1 - The stock of Baomin Electronics (603936) fell by 3.84% today, with a turnover rate of 33.19% and a trading volume of 2.259 billion yuan, showing a fluctuation of 14.39% [2] - The stock was listed on the Shanghai Stock Exchange due to its turnover rate reaching 33.19%, with a net purchase of 28.8959 million yuan from the Shanghai-Hong Kong Stock Connect [2] - The main funds saw a net outflow of 299 million yuan today, with large orders contributing to a net outflow of 98.3983 million yuan [2] Group 2 - In the first quarter, Baomin Electronics reported a revenue of 823 million yuan, representing a year-on-year growth of 14.38%, and a net profit of 27.3269 million yuan, up by 4.53% [3] - The top five buying and selling brokerage firms accounted for a total transaction volume of 330 million yuan, with a net purchase of 23.963 million yuan [3] - The latest margin trading data shows a total margin balance of 512 million yuan, with a financing balance of 512 million yuan and a securities lending balance of 657,900 yuan [2][3]

| 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 浙商证券股份有限公司宁波分公司 | 4026.90 | | | 买二 | 国泰海通证券股份有限公司上海长宁区江苏路证券营业部 | 2333.59 | | | 买三 | 广发证券股份有限公司杭州富春路证券营业部 | 2027.37 | | | 买四 | 开源证券股份有限公司西安西大街证券营业部 | 1849.20 | | | 买五 | 华鑫证券有限责任公司上海分公司 | 1789.20 | | | 卖一 | 长城证券股份有限公司杭州钱江路证券营业部 | | 2980.25 | | 卖二 | 沪股通专用 | | 2908.45 | | 卖三 | 瑞银证券有限责任公司上海浦东新区花园石桥路第二证券 | | 1252.88 | 博敏电子(603936)今日涨停，全天换手率15.60%，成交额10.15亿元，振幅4.00%。龙虎榜数据显示，沪 股通净卖出2908.45万元，营业部席位合计净买入5691.58万元。 | | 营业部 | | | --- ...

Group 1 - The AI PC concept sector rose by 2.85%, ranking 6th among concept sectors, with 33 stocks increasing in value, including stocks like Bomin Electronics, Zhongjing Electronics, and Pengding Holdings reaching their daily limit [1] - Leading gainers in the AI PC sector included Huqin Technology, Aoshikang, and Lingyi Zhi Zao, with increases of 8.55%, 7.62%, and 6.75% respectively [1] - The sector saw a net inflow of 1.708 billion yuan from main funds, with 20 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflows [2] Group 2 - The top net inflow stock was Lingyi Zhi Zao, with a net inflow of 367 million yuan, followed by Pengding Holdings and Bomin Electronics, each with a net inflow of 268 million yuan [2] - In terms of net inflow ratios, Bomin Electronics, Lingyi Zhi Zao, and Changying Precision led with rates of 26.38%, 13.19%, and 11.78% respectively [3] - The AI PC concept sector's performance was supported by significant trading volumes, with stocks like Lingyi Zhi Zao and Bomin Electronics showing high turnover rates of 4.42% and 15.60% respectively [3]

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]

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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]