天眼查商业履历信息显示，生益电子股份有限公司，成立于1985年，位于东莞市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本83182.1175万人民币，实缴资本62309.5241 万人民币。公司法定代表人为邓春华。 金融界消息 截至2025年8月5日收盘，生益电子（688183）报收于50.43元，下跌1.06%，换手率1.92%， 成交量15.99万手，成交金额8.12亿元。 资金流向方面，今日主力资金净流入6924.89万元，占比成交额8.53%。其中，超大单净流入1668.85万 元、占成交额2.06%，大单净流入5256.04万元、占成交额6.48%，中单净流出流出425.37万元、占成交 额0.52%，小单净流出6499.51万元、占成交额8.01%。 生益电子最新一期业绩显示，截至2025一季报，公司营业总收入15.79亿元、同比增长78.55%，归属净 利润2.00亿元，同比增长656.87%，扣非净利润1.98亿元，同比增长715.72%，流动比率1.198、速动比率 0.768、资产负债率45.00%。 来源：金融界 通过天眼查大数据分析，生益电子股份有限公司共对外 ...

Core Insights - The financing net inflow for Shengyi Electronics last week was 32.82 million yuan, ranking 287th in the market, with a total financing purchase amount of 688 million yuan and repayment amount of 655 million yuan [1] - The company operates in various sectors including electronic components, Guangdong region, Shanghai Stock Connect, CSI 500, margin trading, pre-profit growth, AIPC, PCB, Huawei concept, and autonomous driving [1] Financial Data - Over the past 5 days, the main capital outflow for Shengyi Electronics was 51.77 million yuan, with a decline of 0.74% during this period [1] - Over the past 10 days, the main capital outflow reached 124 million yuan, with a decline of 1.17% [1] Company Overview - Shengyi Electronics Co., Ltd. was established in 1985 and is located in Dongguan City, primarily engaged in the manufacturing of computers, communications, and other electronic devices [1] - The company has a registered capital of 8.31821175 billion yuan and a paid-in capital of 6.23095241 billion yuan [1] - The legal representative of the company is Deng Chunhua [1] Investment and Intellectual Property - Shengyi Electronics has made investments in 3 external companies and participated in 63 bidding projects [1] - The company holds 15 trademark registrations and 616 patent registrations, along with 120 administrative licenses [1]

Quantitative Models and Construction Methods - **Model Name**: Real-time Public Fund Positioning **Model Construction Idea**: This model estimates the real-time positioning of public funds based on publicly available market information such as fund net value, disclosed holdings, and research activities[3][20] **Model Construction Process**: The process involves complex data processing of public market information, including fund net value, disclosed holdings, and research activities. Detailed methodology is referenced in the report "偏股混合型基金指数（885001.WI）：优势、复制与超越"[20] - **Model Name**: ETF Fund Positioning **Model Construction Idea**: This model tracks the dynamics of ETF fund holdings as a key indicator of market fund flows, reflecting the growing importance of index investment in the A-share market[3][21] **Model Construction Process**: The model calculates the proportion of ETF holdings relative to the market capitalization of PCB sector stocks. As of Q2 2025, the total scale of public ETF funds exceeded 4.3 trillion yuan, with ETF holdings in the PCB sector at a historical high, accounting for 2.6% of the sector's market capitalization[21][23] - **Model Name**: Financing Balance Dynamics **Model Construction Idea**: This model uses financing balance as a proxy for investor sentiment, where an increase in financing balance indicates a bullish outlook on the market[3][25] **Model Construction Process**: The model tracks the total amount of outstanding financing in margin trading. The PCB sector's financing balance is at a historical high, while the short-selling balance remains at a low level[25][27] - **Model Name**: Chip Yield Characteristics **Model Construction Idea**: This model evaluates the profitability of the PCB sector based on chip yield, which measures the return of current prices relative to historical chip costs. It identifies momentum effects in strong markets and reversal effects in weak markets[3][26] **Model Construction Process**: The model estimates the average holding cost of funds at different price levels and calculates chip yield as the return of current prices relative to historical chip costs. The PCB sector's current profitability is 22.95%[26][28] Model Backtesting Results - **Real-time Public Fund Positioning**: No specific quantitative backtesting results provided - **ETF Fund Positioning**: ETF holdings account for 2.6% of the PCB sector's market capitalization[23] - **Financing Balance Dynamics**: Financing balance is at a historical high, while short-selling balance is at a low level[25][27] - **Chip Yield Characteristics**: Current profitability of the PCB sector is 22.95%[26][28] Quantitative Factors and Construction Methods - **Factor Name**: Chip Yield **Factor Construction Idea**: This factor measures the profitability of the PCB sector based on the return of current prices relative to historical chip costs[3][26] **Factor Construction Process**: The factor is calculated as the return of current prices relative to historical chip costs. It reflects momentum effects in strong markets and reversal effects in weak markets. The PCB sector's current chip yield is 22.95%[26][28] Factor Backtesting Results - **Chip Yield**: Current profitability of the PCB sector is 22.95%[26][28]

Core Viewpoint - Shengyi Electronics announced that as of July 31, 2025, the company has not yet implemented its share repurchase plan and will consider executing this plan based on market conditions [2] Company Summary - Shengyi Electronics has not initiated its share repurchase program as of the specified date [2] - The company plans to assess market conditions before proceeding with the share buyback [2]

生益电子股份有限公司 证券代码：688183 证券简称：生益电子 公告编号：2025-045 由于公司实施 2024 年年度权益分派，根据《生益电子股份有限公司关于以集 中竞价交易方式回购公司股份的回购报告书》，若公司在回购期内发生派发红利、 送红股、转增股本等除权、除息事项，自股价除权、除息日起，相应调整回购价 格上限。公司按照中国证券监督管理委员会及上海证券交易所的相关规定，对回 购价格上限进行相应调整，调整后回购股份价格上限为不超过人民币 42.77 元/ 股（含）。具体内容详见公司于 2025 年 6 月 5 日披露的《生益电子股份有限公司 关于股份回购进展暨 2024 年年度权益分派实施后调整回购股份价格上限的公告》 （公告编号：2025-032）。 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定，公司在回购股份期间，应当在每个月的前 3 个交 易日内披露截至上月末的回购进展情况。公司回购股份的进展情况如下： 截至 2025 年 7 月 31 日，公司尚未实施回购股份，公司后续将根据市场情况 择机实施本次回购计划。 关于股份 ...

Core Points - The component sector increased by 0.69% on July 31, with Shengyi Electronics leading the gains [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Company Performance - Shengyi Electronics (688183) closed at 53.17, up 6.11% with a trading volume of 403,100 shares and a transaction value of 221.3 million [1] - Shengyi Technology (600183) closed at 42.92, up 3.80% with a trading volume of 452,300 shares and a transaction value of 194.4 million [1] - Hongxin Electronics (300657) closed at 29.61, up 3.42% with a trading volume of 478,600 shares and a transaction value of 1.418 billion [1] - Huhua Electric (002463) closed at 56.27, up 3.29% with a trading volume of 836,100 shares and a transaction value of 4.746 billion [1] - Maijie Technology (300319) closed at 11.45, up 3.15% with a trading volume of 514,300 shares and a transaction value of 578 million [1] - Dongshan Precision (002384) closed at 58.49, up 3.14% with a trading volume of 953,500 shares and a transaction value of 5.667 billion [1] - Jianghai Co. (002484) closed at 23.88, up 2.71% with a trading volume of 526,900 shares and a transaction value of 125.5 million [1] - Fangbang Co. (688020) closed at 56.78, up 2.12% with a trading volume of 127,600 shares and a transaction value of 74 million [1] - Qiangda Circuit (301628) closed at 92.46, up 2.05% with a trading volume of 35,300 shares and a transaction value of 329 million [1] - Xingsen Technology (002436) closed at 18.96, up 1.99% with a trading volume of 2,621,600 shares and a transaction value of 506.47 million [1] Fund Flow - The component sector experienced a net outflow of 581 million from main funds, while retail funds saw a net inflow of 431 million [3] - Speculative funds had a net inflow of 150 million [3]

Group 1 - The core viewpoint of the article highlights the significant rise in AI industry stocks, particularly in companies like DingTong Technology and Shengyi Electronics, which have reached new historical highs [1] - Domestic large models represented by the DeepSeek series are now comparable in performance to leading overseas models, with lower costs, indicating a shift from "usable" to "well usable" [1] - The application of domestic large models in sectors such as finance and office work is noteworthy, with AI Agents already being implemented in enterprise management scenarios, suggesting substantial future growth potential [1] Group 2 - Domestic AI chip manufacturers like Haiguang Information, Huawei, and Cambricon have made positive breakthroughs in AI chip products, while companies such as Suiyuan, Muxi, Tianshu, and Biran are also rapidly developing [1] - The domestic AI industry chain is gradually improving from computing power, algorithms to application scenarios, as noted by Ping An Securities [1] - The intelligent driving market in China, valued in trillions, is accelerating its penetration, with a significant trend towards the popularization of smart driving [1]

格隆汇7月31日｜A股CPO概念股走强，生益电子涨超10%；中际旭创涨近6%，股价再创历史新高；剑 桥科技、东山精密、太辰光等大涨。 ...

生益电子最新一期业绩显示，截至2025一季报，公司营业总收入15.79亿元、同比增长78.55%，归属净 利润2.00亿元，同比增长656.87%，扣非净利润1.98亿元，同比增长715.72%，流动比率1.198、速动比率 0.768、资产负债率45.00%。 天眼查商业履历信息显示，生益电子股份有限公司，成立于1985年，位于东莞市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本83182.1175万人民币，实缴资本62309.5241 万人民币。公司法定代表人为邓春华。 通过天眼查大数据分析，生益电子股份有限公司共对外投资了3家企业，参与招投标项目63次，知识产 权方面有商标信息15条，专利信息615条，此外企业还拥有行政许可120个。 金融界消息 截至2025年7月30日收盘，生益电子（688183）报收于50.11元，下跌5.45%，换手率 2.68%，成交量22.26万手，成交金额11.24亿元。 资金流向方面，今日主力资金净流出2958.04万元，占比成交额2.63%。其中，超大单净流出12509.25万 元、占成交额11.13%，大单净流入9551.21万元、占成交额8 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688183 | 生益电子 | 50.11 | -5.45% | 22.26万 | 11.24亿 | | 920060 | 万源通 | 36.54 | -4.20% | 10.16万 | 3.81亿 | | 300657 | 弘信电子 | 28.63 | -2.98% | 28.67万 | 8.28亿 | | 301251 | 威尔高 | 42.19 | -2.92% | 7.89万 | 3.33亿 | | 301366 | 一博科技 | 38.93 | -2.80% | 5.86万 | 2.30 Z | | 603738 | 泰晶科技 | 15.18 | -2.69% | 15.07万 | 2.30亿 | | 603228 | 景旺电子 | 66.20 | -2.66% | 29.76万 | 19.53亿 | | 301458 | 钧威电子 | 34.43 | -2.57% | 5.17万 | 1.79亿 | | 300964 | 本川智能 | ...