Group 1 - The consumer electronics sector saw a slight increase of 0.1% on September 25, with Jiebang Technology leading the gains [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] - Notable gainers in the consumer electronics sector included Jiebang Technology, which rose by 15.95% to a closing price of 134.50, and Zhidong Technology, which increased by 12.67% to 16.10 [1] Group 2 - The consumer electronics sector experienced a net outflow of 3.123 billion yuan from institutional investors, while retail investors saw a net inflow of 3.2 billion yuan [2] - Major stocks with significant net inflows from retail investors included Gaor Technology, which had a net inflow of 3.52 million yuan, and Xinya Electronics with 3.13 million yuan [3] - Conversely, stocks like Longyang Electronics and Yingqu Technology faced notable net outflows from both institutional and retail investors, indicating a shift in market sentiment [3]

Market Overview - On September 24, the consumer electronics sector rose by 1.29%, with Tonglian Precision leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Top Gainers in Consumer Electronics - Tonglian Precision (688210) closed at 62.78, up 11.23% with a trading volume of 100,900 shares and a transaction value of 599 million yuan [1] - Shenzhen Technology (000021) closed at 25.00, up 9.99% with a trading volume of 1,366,900 shares [1] - Changying Precision (300115) closed at 39.75, up 8.93% with a trading volume of 2,395,100 shares and a transaction value of 9.344 billion yuan [1] - Other notable gainers include Xiangying Technology (301067), Luxshare Precision (002475), and Zhihui Technology (300686) with respective increases of 7.05%, 6.85%, and 6.72% [1] Top Losers in Consumer Electronics - Xinya Electronics (605277) closed at 24.36, down 4.92% with a trading volume of 215,200 shares and a transaction value of 524 million yuan [2] - Jiebang Technology (301326) closed at 116.00, down 4.62% with a trading volume of 20,800 shares [2] - Longyang Electronics (301389) closed at 70.00, down 4.11% with a trading volume of 131,100 shares and a transaction value of 912 million yuan [2] Capital Flow Analysis - The consumer electronics sector experienced a net outflow of 1.641 billion yuan from institutional investors, while retail investors saw a net inflow of 1.881 billion yuan [2][3] - Notable net inflows from retail investors were observed in Shenzhen Technology (7.94 million yuan) and Luxshare Precision (6.34 million yuan) [3] - Conversely, significant net outflows from institutional investors were noted in Jiebang Technology (-4.62 million yuan) and Longyang Electronics (-4.11 million yuan) [3]

证券代码：688210 证券简称：统联精密 公告编号：2025-069 深圳市泛海统联精密制造股份有限公司 关于2022年及2024年限制性股票激励计划部分限制性 股票归属结果暨股票上市公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次归属股票数量：2,397,162 股，其中 1,156,606 股来源于公司向激励对 象定向发行公司 A 股普通股，1,240,556 股来源于公司从二级市场回购的股份。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司相关业务规定，深圳市泛海统联精密制造股份有限公司（以下 简称"公司"）于近日收到中国证券登记结算有限责任公司上海分公司出具的《证 券变更登记证明》，公司已完成了《深圳市泛海统联精密制造股份有限公司 2022 年限制性股票激励计划》（以下简称《2022 年限制性股票激励计划》）预留授予部 分第二个归属期（第二批次）、首次授予部分第三个归属期（第一批次）以及《深 圳市泛海统联精密制造股份有限公司 2024 年限制性股票激 ...

Group 1 - The core viewpoint of the news is the performance and financial metrics of Tonglian Precision, which saw a stock price increase of 5.08% to 55.68 CNY per share, with a trading volume of 149 million CNY and a market capitalization of 8.922 billion CNY [1] - Tonglian Precision, established on June 12, 2016, and listed on December 27, 2021, specializes in the research, design, production, and sales of high-precision, high-density, and complex-shaped precision components [1] - The company's main business revenue composition includes: 66.47% from other metal craft products and plastic products, 30.78% from MIM products, 1.43% from molds and tools, and 1.32% from other sources [1] Group 2 - From the perspective of major fund holdings, Minsheng Jia Yin Fund has a significant position in Tonglian Precision, with the Minsheng Jia Yin Ju You Selected Mixed Fund (013296) holding 304,800 shares, accounting for 5.2% of the fund's net value, ranking as the eighth largest holding [2] - The Minsheng Jia Yin Ju You Selected Mixed Fund was established on October 14, 2021, with a latest scale of 134 million CNY, achieving a year-to-date return of 22.2% and a one-year return of 108.9% [2] - The fund manager, Zhu Chenzhe, has been in position for 3 years and 284 days, with the fund's total asset scale at 1.483 billion CNY, achieving a best return of 12.53% and a worst return of 0.74% during his tenure [3]

Market Performance - The semiconductor industry index rose by 1.43% as of September 23, 2025, with notable gains from companies like Changchuan Technology (up 20.00%) and Huafeng Measurement Control (up 8.54%) [1] - The semiconductor industry ETF (159582) increased by 1.42%, reaching a price of 2.07 yuan, and has seen a cumulative increase of 9.79% over the past week [1] - The ChiNext chip index experienced a slight decline of 0.05%, with mixed performance among constituent stocks [3] - The new materials index on the ChiNext fell by 0.58%, with some stocks like Tonglian Precision gaining while others like Debang Technology declined [5] Investment Trends - Nvidia and OpenAI announced a partnership, with Nvidia planning to invest up to $100 billion in data centers, leading to a nearly 4% increase in Nvidia's stock price [6] - Domestic chip companies are making progress, with Moer Thread set to debut on the ChiNext and Muxi Co. entering the second round of inquiries for its IPO, focusing on high-performance GPU development [6] Technology Advancements - DeepSeek announced an upgrade to its model, enhancing language consistency and agent capabilities, while Yushu Technology showcased its humanoid robot's strong anti-interference abilities [7] - The continuous iteration of AI and robotics technology indicates ongoing optimization in AI application capabilities [8] ETF Insights - The semiconductor industry ETF has a recent scale of 255 million yuan, marking a six-month high, despite a net outflow of 602.22 million yuan recently [9] - The ChiNext chip ETF has seen a net outflow of 337.66 million yuan, with a total inflow of 334 million yuan over the past 21 trading days [10] - The new materials ETF has experienced a significant scale increase of 212 million yuan over the past year, ranking first among comparable funds [10]

Group 1 - The core viewpoint of the news is the performance and market position of Tonglian Precision, which saw a stock price increase of 5.06% to 55.68 CNY per share, with a total market capitalization of 8.922 billion CNY [1] - Tonglian Precision, established on June 12, 2016, and listed on December 27, 2021, specializes in the research, design, production, and sales of high-precision, high-density, and complex-shaped precision components [1] - The company's main business revenue composition includes 66.47% from other metal craft products and plastic products, 30.78% from MIM products, 1.43% from molds and tools, and 1.32% from other sources [1] Group 2 - From the perspective of fund holdings, Minsheng Jianyin Fund has a significant position in Tonglian Precision, with its fund "Minsheng Jianyin Ju You Selected Mixed" holding 304,800 shares, representing 5.2% of the fund's net value [2] - The fund has achieved a floating profit of approximately 816,900 CNY as of the report date [2] - The fund was established on October 14, 2021, with a current scale of 134 million CNY and has reported a year-to-date return of 16.98% [2]

证券代码：688210 证券简称：统联精密 公告编号：2025-068 深圳市泛海统联精密制造股份有限公司 关于 2023 年员工持股计划第一个锁定期届满的提示性公告 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、准确性和完整性依法承担法律责任。 深圳市泛海统联精密制造股份有限公司（以下简称"公司"）分别于 2023 年 10 月 30 日、2023 年 11 月 16 日召开了第二届董事会第四次会议、第二届监 事会第四次会议及 2023 年第一次临时股东大会，审议通过了《关于<深圳市泛海 统联精密制造股份有限公司 2023 年员工持股计划（草案）>及其摘要的议案》等 相关议案，同意公司实施 2023 年员工持股计划（以下简称"本次员工持股计划"）， 同时股东大会授权董事会办理与本次员工持股计划相关的事宜。具体内容详见公 司 于 2023 年 10 月 31 日 、 2023 年 11 月 17 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）披露的相关公告。 鉴于本次员工持股计划的第一个锁定期于 2025 年 9 月 17 ...

Group 1 - The core viewpoint of the news is the establishment of Guangdong Tonglian Precision Manufacturing Co., Ltd. by Tonglian Precision, which aligns with the company's strategic focus on electronic specialized materials and key component manufacturing [1][4]. - The registered capital of the new company is 20 million yuan, and it is fully owned by Tonglian Precision [1][2]. - The business scope includes research and development of metal products, manufacturing of electronic components, and production of automotive parts, among others [2][4]. Group 2 - The new company aims to enhance Tonglian Precision's capabilities in the fields of lightweight metal materials and non-metallic lightweight materials, such as titanium alloys and carbon fiber [4]. - The company has already established a customer base that includes major players like Apple, Honor, Amazon, and Anker Innovation, indicating a strong market presence [5]. - The electronic specialized materials sector is crucial for the semiconductor and high-end manufacturing industries, benefiting from growing downstream demand and supportive national policies [5].

Core Insights - On September 15, Tonglian Precision experienced a 4.00% decline in stock price, with a trading volume of 361 million yuan [1] - The company reported a financing buy-in of 49.87 million yuan and a financing repayment of 57.59 million yuan, resulting in a net financing outflow of 7.71 million yuan on the same day [1] - As of September 15, the total margin balance for Tonglian Precision was 284 million yuan, representing 3.87% of its market capitalization [1] Financing and Margin Data - The financing buy-in for Tonglian Precision on September 15 was 49.87 million yuan, with a current financing balance of 284 million yuan, which is above the 90th percentile of the past year [1] - In terms of securities lending, there were no shares repaid or sold on September 15, with a lending balance of 0.00 shares, indicating a high level of inactivity in this area [1] Company Overview - Tonglian Precision, established on June 12, 2016, and listed on December 27, 2021, is located in Longhua District, Shenzhen, Guangdong Province [1] - The company specializes in the research, design, production, and sales of high-precision, high-density, complex-shaped, and aesthetically pleasing precision components [1] - The revenue composition includes 66.47% from other metal craft products and plastic products, 30.78% from MIM products, 1.43% from molds and equipment, and 1.32% from other sources [1] Financial Performance - As of June 30, the number of shareholders for Tonglian Precision was 5,843, a decrease of 10.30% from the previous period, while the average circulating shares per person increased by 66.36% to 27,424 shares [2] - For the first half of 2025, the company achieved a revenue of 402 million yuan, reflecting a year-on-year growth of 10.01%, while the net profit attributable to shareholders was 4.87 million yuan, a significant decrease of 88.24% year-on-year [2] Dividend and Shareholding Structure - Since its A-share listing, Tonglian Precision has distributed a total of 147 million yuan in dividends, with 131 million yuan distributed over the past three years [3] - As of June 30, 2025, among the top ten circulating shareholders, Jinying Technology Innovation Stock A is the eighth largest shareholder with 2.26 million shares, marking its entry as a new shareholder [3] - Additionally, Bosera Science and Technology Innovation Board Three-Year Open Mixed Fund increased its holdings by 438,200 shares, while Xinao Craftsmanship Selected Two-Year Holding Period Mixed Fund exited the top ten shareholders list [3]

Core Viewpoint - The company announced the convening of its first employee representative assembly for 2025, where Chen Hongliang was elected as the employee representative director of the second board of directors [2] Group 1 - The employee representative assembly is scheduled for September 15, 2025, and will be held in a hybrid format combining in-person and communication methods [2] - Chen Hongliang has been elected as the employee representative director for the company's second board of directors [2]