Core Points - The Bioeconomy Index (970038) closed at 2418.21 points on September 15, with a gain of 0.91% and a trading volume of 34.584 billion yuan, resulting in a turnover rate of 2.15% [1] - Among the index constituents, 21 stocks rose while 29 fell, with Furuide (福瑞股份) leading the gainers at 20.01% and BGI Genomics (华大基因) leading the decliners at 3.11% [1] Index Constituents Summary - The top ten constituents of the Bioeconomy Index include: - Mindray Medical (迈瑞医疗) with a weight of 13.82%, latest price at 239.60 yuan, and a market cap of 290.501 billion yuan [1] - Shijia History (十肖史上) with a weight of 4.71%, latest price at 6.84 yuan, and a market cap of 45.404 billion yuan [1] - Tigermed (泰格医药) with a weight of 4.69%, latest price at 61.77 yuan, and a market cap of 53.186 billion yuan [1] - Changchun High-tech (长春高新) with a weight of 4.34%, latest price at 126.81 yuan, and a market cap of 51.731 billion yuan [1] - Kanglong Chemical (康龙化成) with a weight of 3.99%, latest price at 35.90 yuan, and a market cap of 63.837 billion yuan [1] - Muyuan Foods (牧原股份) with a weight of 3.85%, latest price at 58.77 yuan, and a market cap of 321.047 billion yuan [1] - Aimeike (爱美客) with a weight of 3.73%, latest price at 194.07 yuan, and a market cap of 58.724 billion yuan [1] - Lepu Medical (乐普医疗) with a weight of 3.25%, latest price at 18.53 yuan, and a market cap of 34.848 billion yuan [1] - Shenzhen Technology (深科技) with a weight of 3.24%, latest price at 21.88 yuan, and a market cap of 34.292 billion yuan [1] - Jiao Yue Medical (角跃医疗) with a weight of 3.10%, latest price at 38.75 yuan, and a market cap of 38.846 billion yuan [1] Capital Flow Summary - The Bioeconomy Index constituents experienced a net inflow of 645 million yuan from main funds, while retail investors saw a net outflow of 5.51 billion yuan [3] - Notable capital flows include: - Furuide (福瑞股份) with a net inflow of 356 million yuan from main funds [3] - Wens Foodstuffs (温氏股份) with a net inflow of 209 million yuan from main funds [3] - Kanglong Chemical (康龙化成) with a net inflow of 184 million yuan from main funds [3] - Mindray Medical (迈瑞医疗) with a net inflow of 82 million yuan from main funds [3] - Changchun High-tech (长春高新) with a net inflow of 59 million yuan from main funds [3]

Group 1 - The company held its 12th meeting of the 10th Board of Directors on September 12, 2025, via telecommunication, with all 9 directors present, complying with relevant laws and regulations [1][2] - The Board approved the appointment of Mr. Xiu Lexin as Vice President, following a proposal from the Board's Nomination Committee [1][2] - The voting results for the appointment were unanimous, with 9 votes in favor and no votes against or abstentions [2] Group 2 - Mr. Xiu Lexin, aged 50, holds a Bachelor's degree in Mechanical Manufacturing Technology and Equipment from Xi'an Jiaotong University and has held various positions within the company [4] - As of now, Mr. Xiu Lexin holds no shares in the company but has been granted options for 450,000 shares under the 2022 stock option incentive plan, with 148,500 shares already exercised [5] - Mr. Xiu Lexin has no related party relationships with shareholders holding more than 5% of the company, and he meets all legal requirements to serve as a senior executive [5]

Group 1 - The core point of the article highlights that 深科技 has seen a decrease in the number of shareholders, with a total of 162,163 shareholders as of September 10, down by 11,320 from the previous period, representing a decline of 6.53% [2] - The closing price of 深科技 was reported at 21.80 yuan, reflecting an increase of 4.96%, although the stock price has cumulatively decreased by 0.18% since the concentration of shares began [2] - According to the company's semi-annual report, 深科技 achieved an operating revenue of 7.74 billion yuan in the first half of the year, marking a year-on-year growth of 9.71%, and a net profit of 452 million yuan, which is a 25.39% increase compared to the previous year [2]

Group 1 - The core viewpoint of the news is that Shenzhen Technology Co., Ltd. (深科技) has seen a stock price increase of 5.34%, reaching 21.88 CNY per share, with a trading volume of 1.578 billion CNY and a turnover rate of 4.74%, resulting in a total market capitalization of 34.292 billion CNY [1] - Shenzhen Technology Co., Ltd. was established on July 4, 1985, and listed on February 2, 1994. The company's main business includes the research and production of hard disk heads, advanced manufacturing of electronic products, metering systems, payment terminal products, digital home products, and LED technology [1] - The revenue composition of Shenzhen Technology Co., Ltd. is as follows: high-end manufacturing accounts for 50.52%, storage semiconductor business 27.13%, metering smart terminals 21.70%, and other supplementary sources 0.66% [1] Group 2 - From the perspective of fund holdings, one fund under Industrial Bank, the Industrial Bank CSI 500 Index Enhanced A (兴业中证500指数增强A), has a significant position in Shenzhen Technology Co., Ltd., holding 154,000 shares, which represents 1.17% of the fund's net value, ranking as the eighth largest holding [2] - The Industrial Bank CSI 500 Index Enhanced A fund was established on June 7, 2022, with a current scale of 65.6096 million CNY. Year-to-date, it has achieved a return of 26.74%, ranking 1746 out of 4222 in its category, and a one-year return of 55.38%, ranking 1735 out of 3800 [2]

Group 1 - The core viewpoint of the news is that Shenzhen Technology Co., Ltd. (深科技) experienced a stock price increase of 5.34%, reaching 21.88 CNY per share, with a trading volume of 1.577 billion CNY and a turnover rate of 4.74%, resulting in a total market capitalization of 34.292 billion CNY [1] - Shenzhen Technology Co., Ltd. was established on July 4, 1985, and listed on February 2, 1994. The company specializes in the research and production of hard disk heads, advanced manufacturing of electronic products, metering systems, payment terminal products, digital home products, and LEDs [1] - The revenue composition of Shenzhen Technology Co., Ltd. includes high-end manufacturing at 50.52%, storage semiconductor business at 27.13%, metering intelligent terminals at 21.70%, and other supplementary sources at 0.66% [1] Group 2 - Among the top ten circulating shareholders of Shenzhen Technology Co., Ltd., a fund under Southern Fund holds a significant position. The Southern CSI 500 ETF (510500) increased its holdings by 4.121 million shares in the second quarter, totaling 16.1685 million shares, which accounts for 1.03% of the circulating shares [2] - The Southern CSI 500 ETF (510500) was established on February 6, 2013, with a latest scale of 113.438 billion CNY. Year-to-date returns are at 26.05%, ranking 1815 out of 4222 in its category; the one-year return is 59.82%, ranking 1502 out of 3800; and since inception, the return is 139.17% [2]

深圳长城开发科技股份有限公司 第十届董事会第十二次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 深圳长城开发科技股份有限公司（以下简称"公司"）第十届董事会第十二 次会议于 2025 年 9 月 12 日以通讯方式召开，该次会议通知已于 2025 年 9 月 9 日以电子邮件方式发至全体董事及相关与会人员，会议应出席董事 9 人，实际出 席会议董事 9 人，符合《中华人民共和国公司法》和《公司章程》的有关规定。 会议审议并通过如下事项： 一、审议通过了《关于聘任公司副总裁的议案》； 经公司董事会提名委员会提议、董事会审议，决定聘任修乐欣先生为公司副 总裁（简历附后），任期同公司第十届董事会。 审议结果：同意 9 票，反对 0 票，弃权 0 票，表决通过。 证券代码：000021 证券简称：深科技 公告编码：2025-034 二○二五年九月十三日 第 1 页 共 2 页 深圳长城开发科技股份有限公司 董事会决议公告 2025-034 附：修乐欣先生简历 修乐欣先生，50岁，中国国籍。毕业于西安交通大学机械制造工艺及设备专 业，获工学学士学位。现任 ...

Market Performance - The consumer electronics sector rose by 1.49% on September 12, with Jiemite leading the gains [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Top Gainers - Jiemite (300868) closed at 34.12, up 7.03% with a trading volume of 58,500 shares and a turnover of 195 million [1] - Yidelong (603380) closed at 47.86, up 6.38% with a trading volume of 68,200 shares and a turnover of 324 million [1] - Deep Technology (000021) closed at 22.04, up 6.11% with a trading volume of 1,062,200 shares and a turnover of 228.5 million [1] Top Losers - Chuan Yin (688036) closed at 86.32, down 7.53% with a trading volume of 151,000 shares and a turnover of 1.326 billion [3] - Yingli Co., Ltd. (300956) closed at 20.24, down 5.60% with a trading volume of 197,400 shares and a turnover of 40 million [3] - Mengsheng Electronics (838701) closed at 21.06, down 3.44% with a trading volume of 38,300 shares and a turnover of 8.1 million [3] Capital Flow - The consumer electronics sector experienced a net outflow of 5.203 billion from institutional investors, while retail investors saw a net inflow of 4.058 billion [3][4] - The sector's overall capital flow indicates a mixed sentiment among different investor types [4] ETF Information - The Consumer Electronics ETF (product code: 159732) tracks the Guozheng Consumer Electronics Theme Index and has seen a 5-day change of 1.38% [6] - The ETF's current price-to-earnings ratio is 44.38, with a recent net inflow of 170 million [6]

Core Viewpoint - The global DRAM market is expanding, driven by the rise of generative AI, leading to optimistic AI order expectations and benefiting the storage industry chain [1][3]. Group 1: Market Trends - The NAND price is expected to rise in Q3, with SanDisk announcing a price increase of over 10% for all channels, indicating the start of a new pricing cycle [1][2]. - The global DRAM market size increased by approximately 17% in Q2 2025, reaching $30.9 billion, primarily due to the demand from generative AI [3]. Group 2: Supply and Demand Dynamics - The supply-demand gap is expected to widen, with strong storage demand driven by AI applications and data centers, while supply is constrained due to production shifts and financial difficulties of some suppliers [2]. - The transition of NAND manufacturers to next-generation nodes is causing a shortage of low-density chips, further tightening supply [2]. Group 3: Domestic Industry Growth - Domestic advanced storage capacity is expanding, with companies like Zhaoyi Innovation and Changxin Storage maintaining close partnerships to benefit from the transition to DDR5/LPDDR5 [3]. - Changxin Storage is projected to capture about 30% of the domestic NAND market this year, with expectations to reach 15% of global NAND flash capacity by the end of 2026 [4].

Group 1 - The core point of the news is that Shenzhen Technology Co., Ltd. (深科技) experienced a stock price increase of 5.01%, reaching 20.75 CNY per share, with a trading volume of 1.724 billion CNY and a turnover rate of 5.39%, resulting in a total market capitalization of 32.521 billion CNY [1] - Shenzhen Technology's main business includes the research and production of hard disk heads, advanced manufacturing of electronic products, metering systems, payment terminal products, digital home products, and LEDs. The revenue composition is as follows: high-end manufacturing 50.52%, storage semiconductor business 27.13%, metering smart terminals 21.70%, and others 0.66% [1] Group 2 - From the perspective of fund holdings, one fund under Dongfang Fund has a significant position in Shenzhen Technology. The Dongfang Quantitative Multi-Strategy Mixed A Fund (东方量化多策略混合A) held 9,000 shares in the second quarter, unchanged from the previous period, accounting for 0.58% of the fund's net value, ranking as the third-largest holding. The estimated floating profit today is approximately 8,910 CNY [2] - The Dongfang Quantitative Multi-Strategy Mixed A Fund was established on February 22, 2019, with a current scale of 24.2106 million CNY. Year-to-date returns are 26.71%, ranking 2,659 out of 8,175 in its category; the one-year return is 60.65%, ranking 1,835 out of 7,982; and since inception, it has a loss of 6.85% [2]

Core Viewpoint - The stock of Shenzhen Technology Co., Ltd. (深科技) has shown positive performance with a year-to-date increase of 6.84% and a recent rise of 2.02% on September 11, 2023, indicating strong market interest and potential growth in the electronic manufacturing sector [1][2]. Financial Performance - For the first half of 2025, Shenzhen Technology reported a revenue of 7.74 billion yuan, reflecting a year-on-year growth of 9.71%, while the net profit attributable to shareholders was 452 million yuan, up 25.39% compared to the previous year [2]. - Cumulatively, since its A-share listing, the company has distributed a total of 3.96 billion yuan in dividends, with 702 million yuan distributed over the last three years [3]. Shareholder Information - As of August 30, 2025, the number of shareholders for Shenzhen Technology reached 173,500, an increase of 0.27% from the previous period, with an average of 9,032 circulating shares per shareholder, which is a decrease of 0.27% [2]. - The top ten circulating shareholders include significant institutional investors, with the Southern CSI 500 ETF holding 16.17 million shares, an increase of 4.12 million shares from the previous period [3]. Business Overview - Shenzhen Technology, established on July 4, 1985, and listed on February 2, 1994, operates in the electronic manufacturing sector, focusing on high-end manufacturing (50.52% of revenue), storage semiconductors (27.13%), and intelligent metering terminals (21.70%) [1]. - The company is categorized under the electronic industry, specifically in consumer electronics and components, and is involved in various concept sectors including blockchain, drones, and advanced packaging [1].