资金流向方面，该股今日全天主力资金净流入7540.87万元。（数据宝） | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 沪股通专用 | 20948.89 | | 机构专用 | 4486.60 | | 机构专用 | 3674.12 | | 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营业部 | 2077.56 | | 机构专用 | 1731.92 | | 卖出营业部名称 | 卖出金额(万元) | | 沪股通专用 | 19604.23 | | 机构专用 | 4599.88 | | 华泰证券股份有限公司广州兴民路证券营业部 | 2782.80 | | 中信证券股份有限公司上海分公司 | 2238.91 | | 机构专用 | 2182.06 | 6月18日生益电子(688183)收盘价50.00元，收盘上涨16.31%，全天换手率3.32%，振幅17.33%，成交额 13.10亿元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 （文章来源：证券时报网） 生益电子6月18日龙虎榜 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6.43亿元， 其中，买入成交 ...

Group 1 - The article discusses the potential military involvement of the US in the Middle East, particularly regarding Iran, as President Trump considers options to prevent Iran from developing nuclear capabilities [1] - The article mentions the recent Lujiazui Forum, where the market did not respond positively despite the presence of major industry leaders, focusing instead on infrastructure construction [1] - The article highlights the introduction of new policies for unprofitable companies to list on the ChiNext and Sci-Tech Innovation Board, indicating a shift in market dynamics [1] Group 2 - The article promotes a new foreign research report library that includes reports from major financial institutions like Goldman Sachs and Morgan Stanley [3] - The People's Bank of China emphasized the steady progress of RMB internationalization and proposed eight financial policies to further open the financial system and promote RMB usage [3] - The article notes a significant phenomenon in the market where both ends of the "dumbbell" are simultaneously contracting, indicating extreme market conditions [3] Group 3 - The A-share market showed slight increases across major indices, with the Shanghai Composite Index rising by 0.04% and the Shenzhen Component Index by 0.24% [4] - AI hardware-related stocks led the market, with several companies experiencing significant gains, driven by strong demand for ASIC chips [4] - Military stocks surged due to ongoing tensions in the Middle East, with companies like New Light Optoelectronics and North China Long Dragon hitting their upper limits [5] Group 4 - The article presents data from a Bank of America fund manager survey indicating a strong consensus among managers to short the US dollar, reflecting a significant market sentiment shift [9] - Investor sentiment has reportedly returned to levels reminiscent of a "golden girl bull market," with concerns over trade wars and recession fears easing [11] - The survey also reveals that 54% of respondents believe international stocks will perform best over the next five years, with a notable shift away from US assets [12]

Market Overview - On June 18, A-shares saw a slight increase in the three major indices, with the Shanghai Composite Index rising by 0.04%, the Shenzhen Component Index by 0.24%, and the ChiNext Index by 0.23%. The total market turnover reached 12,217 billion [1]. Semiconductor Industry - The semiconductor industry chain experienced a significant rise in the afternoon, with sectors such as PCB, CPO, storage chips, and AI PCs leading the gains. PCB leader Huadian Co., Ltd. saw a limit-up, with a net inflow of 7.18 billion from main funds, ranking first in A-shares [4]. - Huadian's recent investor relations activity indicated a sustained growth in demand for AI-driven servers and high-speed network infrastructure, with expectations for capacity improvements by the second half of 2025 [4]. - In Q1, Huadian reported a revenue of 40.38 billion, a year-on-year increase of 56.25%, and a net profit of 7.62 billion, up 48.11% year-on-year, indicating rapid growth [4]. CPO Sector - The CPO (Co-Packaged Optics) sector surged in the afternoon, with stocks like Kexiang Co. hitting the limit-up, and other companies such as Lian Te Technology and Shengyi Electronics also seeing significant gains [6]. - According to YOLE Group, the CPO market is expected to reach a value of 8.1 billion by 2030, with a compound annual growth rate of 137%, driven by the transition from pluggable optical modules to CPO and from copper cables to optical communication [9]. - JPMorgan's report suggests that CPO technology is accelerating towards commercialization, with industry leaders positioned favorably for the next growth cycle [9]. Solid-State Battery Sector - The solid-state battery sector showed a rebound in the afternoon, with stocks like Pulutong and Nord Co. hitting the limit-up, and Jinyinhai rising over 10% [11]. - Xiaomi's recent patent for solid-state battery composite electrodes, which enhances ion transport efficiency, was published, indicating advancements in solid-state battery technology [13]. - The first "Lithium Sulfide and Sulfide Solid-State Battery Forum" is scheduled for June 25, focusing on the latest technologies and industrial applications in the field [14]. - China Galaxy Securities highlights that solid-state batteries are a core focus in the lithium battery supply chain, with significant growth potential for leading cell and material companies [14].

生益电子今日涨16.31%，成交额13.10亿元，换手率3.32%，盘后龙虎榜数据显示，沪股通专用席位买入 2.09亿元并卖出1.96亿元，3家机构专用席位净买入9892.64万元，有2家机构专用席位净卖出6781.94万 元。 ...

Group 1 - The China Securities Regulatory Commission (CSRC) Chairman announced plans to enhance the STAR Market's demonstration effect, including the establishment of a STAR Market Growth Tier and the reintroduction of the fifth listing standard for unprofitable companies [1] - The STAR Market Growth ETF (588110) saw a strong increase of 1.20% as of June 18, 2025, with notable gains in constituent stocks such as Shengyi Electronics (688183) up 16.63% and Tiande Yu (688252) up 9.28% [1] - The STAR Market Growth ETF has experienced a significant increase in trading volume, with a turnover rate of 4.74% and a daily average transaction of 15.45 million yuan over the past week [1] Group 2 - The STAR Market Growth ETF has achieved a net value increase of 38.29% over the past year, ranking 185 out of 2854 index equity funds, placing it in the top 6.48% [2] - The ETF's highest monthly return since inception was 25.02%, with an average monthly return of 7.25% during the months it increased [2] Group 3 - The management fee for the STAR Market Growth ETF is 0.50%, and the custody fee is 0.10%, making it one of the lowest in its category [3] - The STAR Market Growth Index consists of 50 high-growth companies selected based on revenue and net profit growth rates, reflecting the overall performance of high-growth stocks on the STAR Market [3] - The top ten weighted stocks in the STAR Market Growth Index account for 53.67% of the index, including companies like Haiguang Information (688041) and Hengen Technology (688608) [3] Group 4 - The introduction of new indices in the STAR Market is positively impacting domestic index investment development by enriching the investment target pool and providing more diverse underlying assets for ETFs [4] - The emergence of thematic and industry indices is guiding investors to accurately allocate resources in emerging industries, enhancing the capital market's effectiveness in serving new productive forces [4]

算力硬件股再度走强，生益电子涨超10%创历史新高，联特科技（301205）涨超10%，科翔股份 （300903）、生益科技（600183）、沪电股份（002463）涨超5%，深南电路（002916）、源杰科技、 剑桥科技（603083）等跟涨。 这几只票暗盘资金正在偷偷流入，立即查看>> ...

1. Report Industry Investment Rating - No information provided in the content 2. Core View of the Report - The report regularly sorts out the latest information on private exchangeable bond (private EB) projects obtained from public channels and conducts basic element tracking on private exchangeable bond projects. It should be noted that the issuance terms and processes of private bonds may change, and the final prospectus should prevail. For issuance progress, consult the relevant lead underwriters [1] 3. Summary by Relevant Catalogs New Project Information This Week - Guangdong Shengyi Technology Co., Ltd.'s 2025 private placement of exchangeable corporate bonds for professional investors has received feedback from the exchange. The proposed issuance scale is 2 billion yuan, the underlying stocks are Shengyi Electronics/Lianrui New Materials (688183.SH/688300.SH), the lead underwriter is CITIC Securities, and the exchange update date is June 12, 2025 [2] List of Private EB Weekly Tracking (2025 - 06 - 13) - Multiple private exchangeable bond projects are listed, including details such as bond names, lead underwriters, scales, underlying stocks, project statuses, and update dates. Projects are in various statuses such as "Passed", "Feedback Received", and "Accepted" [3]

Group 1 - The core viewpoint of the news highlights that Zhengyuan Investment has conducted research on a listed company, Shengyi Electronics, which has shown promising financial performance and strategic developments [1] Group 2 - Shengyi Electronics achieved an operating income of 1.579 billion yuan and a net profit of 200 million yuan in Q1 2025, driven by product structure optimization and cost reduction [1] - The company has made breakthroughs in communication products, particularly in the 800G high-end switch and satellite communication sectors, with mass production expected in 2025 [1] - Server products accounted for 48.96% of sales, and the company plans to increase investment in technology research and production capacity in 2025 [1] - Shengyi Electronics is steadily advancing bulk orders in automotive electronics for smart driving assistance, power energy, and smart cockpit applications, with plans to increase investment in automotive dedicated lines [1] - The company has seen a slight increase in bulk material prices but has managed to keep overall raw material prices stable through dynamic supply strategy adjustments [1] - Investment in a factory in Thailand has increased to 170 million USD, with construction expected to start in November 2024 and trial production anticipated in 2026 [1] - The smart computing center's high-density interconnect circuit board construction project will start in December 2024, implemented in two phases, with trial production for the first phase in 2025 and the second phase in 2027 [1]

首次授予第一个归属期激励对象名单的核查意见 生益电子股份有限公司（以下简称"公司"）监事会依据《中华人民共和国 公司法》《中华人民共和国证券法》《上市公司股权激励管理办法》《上海证券 交易所科创板股票上市规则》和《公司章程》等有关规定，对公司2024年限制性 股票激励计划首次授予第一个归属期归属名单进行审核，发表核查意见如下： 本次股权激励计划首次授予第一个归属期的492名激励对象均符合《中华人民 共和国公司法》《中华人民共和国证券法》等法律、法规和规范性文件以及《公 司章程》规定的任职资格，符合《上市公司股权激励管理办法》《上海证券交易 所科创板股票上市规则》等法律、法规和规范性文件规定的激励对象条件，符合 本次股权激励计划规定的激励对象范围，其作为本次股权激励计划授予激励对象 的主体资格合法、有效，激励对象获授限制性股票的归属条件已成就。监事会同 意本次股权激励计划首次授予第一个归属期归属名单。 生益电子股份有限公司 监事会关于公司 2024 年限制性股票激励计划 综上，监事会同意本次符合条件的492名激励对象办理归属，对应限制性股票 的可归属数量合计7,284,488股。上述事项符合相关法律、法规、部门 ...

证券代码：688183 证券简称：生益电子 公告编号：2025-035 生益电子股份有限公司 第三届监事会第十五次会议决议公告 本公司监事会及全体监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、准确性和完整性依法承担法律责任。 一、 监事会会议召开情况 生益电子股份有限公司（以下简称"公司"）第三届监事会第十五次会议于 年 6 月 5 日以邮件及书面形式送达各位监事，会议通知中包括会议的相关资料， 同时列明了会议的召开时间、召开方式和内容。本次会议应出席监事 3 人，实际 出席监事 3 人，会议由监事会主席彭刚先生主持。本次会议的召开符合《公司法》 《公司章程》及有关法律、法规的规定。 二、监事会会议审议情况 表决结果：同意3票；反对0票；弃权0票。 （一）审议通过《关于调整2024年限制性股票激励计划授予价格的议案》 监事会认为：鉴于公司2024年年度权益分派已实施完毕，公司对本次股权激 励计划首次授予价格和预留授予价格的调整符合《上市公司股权激励管理办法》 《激励计划》的相关规定，不存在损害公司及股东利益的情形。本次调整内容在 公司2024年第一次临时股东大会的授权范围 ...