Core Viewpoint - A-shares showed a rebound after a dip, with the ChiNext and STAR 50 indices performing strongly, while Hong Kong stocks also gained momentum, with the Hang Seng Index and Hang Seng Tech Index both rising over 1% [1][2]. A-shares Market Summary - The three major A-share indices initially dipped but then rose, with the Shanghai Composite Index closing up 0.13% at 3812.22 points, the Shenzhen Component up 0.38% at 12557.68 points, and the ChiNext Index up 1.27% at 2904.27 points. The STAR 50 Index increased by 1.09% [2]. - Total trading volume in the Shanghai and Shenzhen markets was 200.42 billion yuan, a decrease of 148.2 billion yuan from the previous day [2]. - Market hotspots were diverse, with resource sectors like non-ferrous metals, coal, chemicals, and power experiencing declines, while the oil sector surged, with Keli Co. rising over 10% and Zhun Oil Co. hitting the daily limit [2]. - The film and entertainment sector was notably active, with companies like Happiness Blue Sea and Jin Yi Film both hitting the daily limit, and the newly listed Aifenda soaring 170% [2][4]. Film and Entertainment Sector - The film sector saw significant gains, with Happiness Blue Sea rising nearly 14% and reaching a nine-year high, while Jin Yi Film and Yue Media both hit the daily limit [4]. - The National Film Administration reported that from June 1 to August 31, 2025, the summer box office reached 11.966 billion yuan, with a year-on-year increase of 2.76% and attendance rising by 12.75% [5]. - Upcoming films for the National Day holiday include major titles like "Assassination Novelist 2" and "Panda Project 2," which are expected to support box office performance [5]. AI Industry Chain - Stocks in the AI industry chain, including CPO and computing power sectors, saw collective gains, with Jia Yuan Technology hitting the daily limit with a 20% increase, and Shenghong Technology nearing 300 yuan, also reaching a new high [6][7]. - Oracle projected a 77% increase in cloud infrastructure sales to $18 billion in fiscal year 2026, driven by rising AI demand, exceeding market expectations [8]. - Broadcom reported a 22% year-on-year revenue growth to $15.95 billion for its third fiscal quarter, surpassing analyst expectations and indicating strong growth in AI chip revenue [8][9]. Hong Kong Market Summary - In the Hong Kong market, stocks like Hong Teng Precision rose nearly 13%, Bilibili increased over 7%, and Lenovo Group gained nearly 5%, while Pop Mart saw a decline of over 7% [2][11]. - Pop Mart's stock has dropped approximately 18% over the past 11 trading days, attributed to a significant decline in secondary market prices for its products, despite Morgan Stanley suggesting that secondary market prices may not accurately reflect supply and demand [11].

Group 1 - The Sci-Tech Innovation 50 Index opened high and closed at 1259.10 points, with an increase of 1.09% and a fluctuation of 2.14%, with a total trading volume of approximately 711.4 billion yuan [1] - Most stocks on the Sci-Tech Board rose, with 251 stocks increasing in value. High-priced stocks generally performed well, while low-priced stocks showed a downward trend [1] - In specific sectors, semiconductor and component stocks were active, while electrical equipment and specialized machinery stocks experienced the largest declines [1] Group 2 - On September 10, excluding one suspended stock, the remaining 588 stocks on the Sci-Tech Board had an average increase of 0%, an average turnover rate of 2.81%, a total trading volume of 197.6 billion yuan, and an average fluctuation of 3.78% [1] - In individual stock performance, Jiayuan Technology surged by 20%, leading the component stocks, while Daqing Energy fell by 8.05%, marking the largest decline [2] - In terms of trading volume, Cambrian Technology topped the list with a trading volume of 176.6 billion yuan, while Shuangyuan Technology had the lowest trading volume at 896.5 million yuan [3] - Regarding turnover rates, Aggregated Materials had the highest turnover rate at 19.96%, while Longteng Optoelectronics had the lowest at 0.18% [4]

Market Overview - The Shanghai Composite Index closed at 3817.55 points, above the five-day moving average, with a change of 0.27% [1] - The total trading volume of A-shares reached 1,635.945 billion yuan [1] Stocks Performance - A total of 534 A-shares broke through the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Siquan New Materials (301489) with a deviation rate of 16.42% and a daily increase of 19.33% [1] - Jiayuan Technology (688388) with a deviation rate of 13.07% and a daily increase of 20.00% [1] - Meidisi (688202) with a deviation rate of 12.94% and a daily increase of 17.32% [1] Additional Stocks with Deviation Rates - Other stocks with notable performance include: - Keli Co., Ltd. (920088) with a deviation rate of 10.70% and a daily increase of 14.34% [1] - Lio Co., Ltd. (002131) with a deviation rate of 8.40% and a daily increase of 9.96% [1] - Shenghong Technology (300476) with a deviation rate of 7.81% and a daily increase of 13.89% [1] Summary of Selected Stocks - The following stocks also showed positive performance: - Yunyuan Energy (002053) with a deviation rate of 7.54% and a daily increase of 10.00% [1] - Fujian Jinshen (002679) with a deviation rate of 7.52% and a daily increase of 10.02% [1] - Dongfang Tongxin (600776) with a deviation rate of 6.92% and a daily increase of 9.98% [1]

Group 1 - The core point of the news is that Jia Yuan Technology's stock has reached the daily limit increase, with a price of 34.20 yuan and a trading volume of 1.176 billion yuan as of 09:39 on September 10 [1] - Among the stocks listed on the Sci-Tech Innovation Board, 399 stocks have risen, with 6 stocks increasing by more than 5%, including Jia Yuan Technology, which rose by 20.00% [1] - Conversely, 178 stocks have declined, with significant drops seen in Daquan Energy, Boliview, and Ao Jing Medical, which fell by 8.02%, 5.45%, and 4.85% respectively [1] Group 2 - In terms of capital flow, Jia Yuan Technology experienced a net outflow of 61.4815 million yuan on the previous trading day, with a total net outflow of 118 million yuan over the past five days [2] - The latest margin trading data shows that as of September 9, the total margin balance for the stock is 777 million yuan, with a financing balance of 776 million yuan, a decrease of 13.8861 million yuan or 1.76% from the previous trading day [2] - The company's semi-annual report released on August 26 indicates that it achieved an operating income of 3.963 billion yuan in the first half of the year, a year-on-year increase of 63.55%, and a net profit of 36.7541 million yuan, a year-on-year increase of 134.94% [2] Group 3 - In terms of institutional ratings, the stock received buy ratings from two institutions in the past month, with Huatai Securities giving a target price of 35.73 yuan on August 26 [2] - On August 20, Everbright Securities also issued a report giving the stock an "accumulate" rating [2]

（文章来源：每日经济新闻） 每经AI快讯，CPO板块盘初走高，嘉元科技涨超10%，新易盛、剑桥科技涨超7%，中际旭创、天孚通 信、工业富联涨超5%。 ...

Core Insights - The PET copper foil sector has seen a significant increase of 5.88%, ranking third among concept sectors in terms of growth [2] - A total of 44 stocks within this sector experienced gains, with notable stocks like XianDao Intelligent and LiYuanHeng hitting the 20% limit up [2] - The sector attracted a net inflow of 3.277 billion yuan from major funds, with XianDao Intelligent leading the inflow at 1.968 billion yuan [2][3] Market Performance - The top-performing concept sectors for the day included: - Solid-state batteries: +6.90% - Sodium-ion batteries: +6.72% - PET copper foil: +5.88% - Perovskite batteries: +5.67% - Two-wheeled vehicles: +5.52% [2] Fund Flow Analysis - Major fund inflow ratios were led by: - GuangHua Technology: 41.16% - OuKe Technology: 29.90% - JieMei Technology: 19.52% [3] - The top stocks by fund inflow included: - XianDao Intelligent: 1.968 billion yuan - DaDongNan: 280.10 million yuan - GuangHua Technology: 218.74 million yuan [4]

广东嘉元科技股份有限公司 2025 年第四次临时股东会会议资料 广东嘉元科技股份有限公司 2025 年第四次临时股东会 会议资料 2025 年 9 月 16 日 1 广东嘉元科技股份有限公司 2025 年第四次临时股东会会议资料 股东会须知 为保障广东嘉元科技股份有限公司（以下简称"公司"）全体股 东的合法权益，维护股东会的正常秩序，保证股东会的议事效率，确 保本次股东会如期、顺利召开，根据《中华人民共和国公司法》（以 下简称"《公司法》"）、《中华人民共和国证券法》《广东嘉元科 技股份有限公司章程》（以下简称"《公司章程》"）、《广东嘉元 科技股份有限公司股东会议事规则》及中国证券监督管理委员会、上 海证券交易所的有关规定，特制定本须知。 二、为保证股东会的严肃性和正常秩序，切实维护与会股东（或 股东代表）的合法权益，除出席会议的股东（或股东代表）、公司董 事、高级管理人员、见证律师及董事会邀请的人员外，公司有权依法 拒绝其他人员进入会场。 三、出席会议的股东（或股东代表）须在会议召开前 20 分钟到 会议现场办理签到手续，并请按规定出示证券账户卡、身份证或法人 单位证明、授权委托书以及参会回执等，经验证后 ...

Core Points - The company has completed the registration change and obtained a new business license following the approval of the board and shareholders to cancel the supervisory board, change registered capital, and amend the articles of association [2][3] Company Information - The registered capital of the company is RMB 426,239,162 (approximately 426 million) [2] - The company is classified as a public limited company and is located in Meizhou, Guangdong Province [2] - The business scope includes new materials technology research and development, sales of high-performance non-ferrous metals and alloys, electronic materials manufacturing, and various technology services [2]

Group 1 - The company, Jia Yuan Technology, announced the cancellation of its supervisory board and changes to its registered capital [2] - The company held its fifth board meeting on July 31, 2025, and a temporary shareholders' meeting on August 19, 2025, to approve the proposals [2] - Jia Yuan Technology has completed the necessary business registration changes and obtained a new business license from the Meizhou Market Supervision Administration [2]

| | | 广东嘉元科技股份有限公司 关于完成工商变更登记并换发营业执照的公告 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、准确性和完整性依法承担法律责任。 统一社会信用代码：914414007321639136 类型：其他股份有限公司（上市） 住所：梅州市梅县区雁洋镇文社村（一照多址） 法定代表人：杨剑文 注册资本：人民币肆亿贰仟陆佰贰拾叁万玖仟壹佰陆拾贰元 成立日期：2001 年 09 月 29 日 广东嘉元科技股份有限公司（以下简称"公司"）分别于 2025 年 7 月 31 日召开第五届董事会第四十九次会议审议通过了《关于取消监事会、变更注册资 本、修订<公司章程>并办理工商变更登记的议案》、2025 年 8 月 19 日召开公司 2025 年第三次临时股东大会审议通过《关于取消监事会、变更注册资本、修订< 公司章程>并办理工商变更登记的议案》，具体内容详见公司于 2025 年 8 月 2 日在上海证券交易所网站（www.sse.com.cn）披露的《广东嘉元科技股份有限公 司关于取消监事会、变更注册资本、修订<公司章程>并办理工商变更登记的公 ...