专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 迪阿股份2024年为董秘黄水荣支付年薪126.96万元，位居食品行业第三。值得关注的是，迪阿股份近年 来陷入业绩低迷的泥潭，2024年公司营收14.82亿元（同比-32.01%），创上市新低，扣非净利润连续两 年亏损。 MACD金叉信号形成，这些股涨势不错！ 责任编辑：公司观察 随着年报披露收官，饰品行业上市公司董秘薪酬面纱也被揭开。据数据统计，饰品行业上市公司为董秘 支付的最高年度薪酬是飞亚达，为董秘宋瑶明支付年薪185.82万元；为董秘支付的最低年度薪酬是明牌 珠宝股，为董秘陈凯支付年薪仅25.25万元。其中为董秘发放超百万年薪的上市公司共有3家，分别为迪 阿股份、菜百股份、飞亚达。 从年薪的变动来看，2024未变更董秘的上市公司中，多数上市公司调减了董秘年薪，其中中国黄金董秘 陈军年薪腰斩，由2023年的101.46万年薪同比减少54%至47.46万元。调增董秘年薪的上市公司中，周大 生董秘何小林年薪增幅最大，年薪有2023年的35.55万元增长至88.1万元，同比 增长147.82%。 飞亚达2024年为董秘宋瑶明支付年 ...

Market Overview - The jewelry sector experienced a decline of 1.46% on July 31, with Mankalon leading the drop [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] Individual Stock Performance - Mankalon (300945) closed at 18.80, down 3.69% with a trading volume of 153,200 shares and a turnover of 291 million yuan [1] - Rebecca (600439) closed at 3.15, down 2.48% with a trading volume of 494,900 shares and a turnover of 158 million yuan [1] - Chao Hong Ji (002345) closed at 14.38, down 2.04% with a trading volume of 287,700 shares and a turnover of 41.3 million yuan [1] - Fei Ya Da (000026) closed at 16.60, down 1.78% with a trading volume of 144,000 shares and a turnover of 241 million yuan [1] - Lao Feng Xiang (600612) closed at 47.05, down 1.75% with a trading volume of 28,600 shares and a turnover of 13.5 million yuan [1] - Ming Pai Jewelry (002574) closed at 5.63, down 1.57% with a trading volume of 113,700 shares and a turnover of 64.5 million yuan [1] - Zhou Da Sheng (002867) closed at 12.95, down 1.45% with a trading volume of 75,800 shares and a turnover of 98.7 million yuan [1] - Shen Zhong Hua A (000017) closed at 6.17, down 1.44% with a trading volume of 93,400 shares and a turnover of 58.1 million yuan [1] - Di A Co., Ltd. (301177) closed at 27.45, down 1.29% with a trading volume of 99,700 shares and a turnover of 27.5 million yuan [1] - Xing Xi Tong Ling (603900) closed at 9.60, down 1.13% with a trading volume of 66,300 shares and a turnover of 63.7 million yuan [1] Capital Flow Analysis - The jewelry sector saw a net outflow of 175 million yuan from institutional investors, while retail investors had a net inflow of 170 million yuan [1] - The table shows the capital flow for individual stocks, indicating varying levels of net inflow and outflow among different companies [2] - For instance, China Gold (600916) experienced a net outflow of 25.41 million yuan from institutional investors, while Xinhua Tin (600735) had a net inflow of 7.27 million yuan [2] - Chao Hong Ji (002345) had a net inflow of 5.83 million yuan from retail investors despite a net outflow from institutional and speculative investors [2]

证券之星消息，7月30日饰品板块较上一交易日下跌0.02%，飞亚达领跌。当日上证指数报收于3615.72， 上涨0.17%。深证成指报收于11203.03，下跌0.77%。饰品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002345 | 潮宏基 | 14.68 | 4.19% | 36.33万 | | 5.30亿 | | 300945 | 曼卡龙 | 19.52 | 1.72% | 15.46万 | | 3.01亿 | | 665509 | 菜直股份 | 15.29 | 0.66% | 5.01万 | 7651.16万 | | | 600916 | 中国黄金 | 8.24 | 0.37% | 18.98万 | | 1.57亿 | | 002731 | 幸华珠宝 | 13.01 | 0.31% | 7.18万 | 9348.38万 | | | 002867 | 周大生 | 13.14 | 0.23% | 4.70万 | 6173.52万 | | | 600 ...

Core Viewpoint - The A-share market experienced a significant decline in military stocks, with several companies hitting their daily limit down or showing substantial losses [1][2]. Company Performance Summary - **Shenli Co., Ltd. (603819)**: Closed down 10.01%, total market value at 2.896 billion, year-to-date increase of 8.12% [2]. - **Jianshe Industry (002265)**: Near limit down at -9.30%, total market value at 40.4 billion, year-to-date increase of 67.98% [2]. - **Guotou Intelligent (300188)**: Decreased by 8.65%, total market value at 15.4 billion, year-to-date increase of 30.17% [2]. - **China Electric Xilong (002298)**: Dropped by 6.72%, total market value at 5.447 billion, year-to-date increase of 38.35% [2]. - **Fiyada (000026)**: Fell by 5.31%, total market value at 6.87 billion, year-to-date increase of 68.00% [2]. - **Liujiu 12 (301592)**: Decreased by 5.21%, total market value at 11.2 billion, year-to-date increase of 10.66% [2]. - **Boyun New Materials (002297)**: Down by 5.09%, total market value at 5.559 billion, year-to-date increase of 40.99% [2]. - **Xuguang Electronics (600353)**: Dropped by 5.03%, total market value at 10.6 billion, year-to-date increase of 78.72% [2]. - **Hongdu Aviation (600316)**: Decreased by 4.96%, total market value at 30.4 billion, year-to-date increase of 31.92% [2]. - **Inner Mongolia First Machinery (600967)**: Fell by 4.63%, total market value at 35 billion, year-to-date increase of 143.18% [2]. - **Midian Co., Ltd. (600184)**: Decreased by 4.38%, total market value at 11.5 billion, year-to-date increase of 90.60% [2]. - **Kaige Precision Machinery (301338)**: Dropped by 4.24%, total market value at 4.992 billion, year-to-date increase of 51.17% [2]. - **Modern Gold (300830)**: Fell by 4.12%, total market value at 4.405 billion, year-to-date increase of 26.09% [2]. - **Changwo Tong (688143)**: Decreased by 4.01%, total market value at 5.101 billion, year-to-date increase of 89.51% [2].

Group 1 - The A-share smart wearable concept has experienced a volatile rebound, with Feiya Technology hitting the daily limit up [1] - Other companies such as Fenda Technology, Changying Precision, Zhihui Power, Dongshan Precision, Lexin Medical, and Huanshu Electronics also saw increases in their stock prices [1]

Group 1 - The company signed a share acquisition intention agreement with Hanhang Electromechanical Co., Ltd. to acquire all or part of the controlling stake in Shaanxi Changkong Gear Co., Ltd. through cash payment [1] - The capital increase of Changkong Gear has been completed, with a registered capital increase from 21,000,000.00 yuan to 38,313,076.07 yuan, utilizing the state-owned capital reserve of China Aviation Industry Corporation [2] - The company is actively promoting the audit and evaluation work related to the acquisition, with the final acquisition plan subject to the results of these processes and necessary decision-making procedures [2]

证券代码：000026 200026 证券简称：飞亚达 飞亚达 B 公告编号：2025-022 飞亚达精密科技股份有限公司 关于拟收购陕西长空齿轮有限责任公司股权暨关联交易的进展公告 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、误导性陈述或者重 大遗漏。 飞亚达精密科技股份有限公司（以下简称"公司"）于 2025 年 6 月 4 日与汉中汉航机电有 限公司（以下简称"汉航机电"）签署了《股权收购意向协议》，拟以现金方式收购陕西长空齿 轮有限责任公司（以下简称"长空齿轮"）的全部或部分控股权（以下简称"本次收购"）。具 体内容详见公司于 2025 年 6 月 5 日在巨潮资讯网披露的《关于签署股权收购意向协议暨关联 交易的公告 2025-018》。 近日，长空齿轮的国有独享资本公积转股事宜已完成。公司实际控制人中国航空工业集团 有限公司（以下简称"中航工业"）与汉航机电、长空齿轮签署了《增资协议》，约定以长空齿 轮截至 2024 年 10 月 31 日归属于中航工业的国有独享资本公积账面值 100,763,011.27 元转增 长空齿轮注册资本 17,313,076.07 元，剩余 ...

New Stock Issuance - Huadian New Energy (证券代码: 730930) issued shares at a price of 3.18 on July 7, 2025[1] - Jichuan Pharmaceutical (证券代码: 600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (证券代码: 603389) has a tender offer period from June 10 to July 9, 2025[1] Trading Alerts - The last trading day for TSM Jinguang (证券代码: 600190) is in 9 trading days[1] - The last trading day for TSM Jinyou (证券代码: 600462) is in 5 trading days[1] - The last trading day for TSM Gongzhi (证券代码: 000584) is in 3 trading days[1] Abnormal Fluctuations - Northern Long (证券代码: 301357) is experiencing severe abnormal fluctuations[1] - ST Dongjing (证券代码: 002199) reported abnormal fluctuations[3] - ST Yunchuang (证券代码: 835305) reported abnormal fluctuations on July 4, 2025[3]

New Stock Offerings - Jichuan Pharmaceutical (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST Yazhen (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - Zhongcheng Tui (300208) has 11 trading days remaining until the last trading day[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 11 trading days remaining until the last trading day[1] - Hengli Tui (000622) is in the delisting arrangement period with 8 trading days remaining[1] - Tui Shi Jiu You (600462) has 7 trading days remaining until the last trading day[1] Market Volatility - Beifang Changlong (301357) reported severe abnormal fluctuations[1] - Multiple companies, including Jichuan Pharmaceutical and *ST Yazhen, are under scrutiny for trading anomalies[1]

Market Overview - On July 2, the Shanghai Composite Index fell by 0.09%, with institutional investors appearing on the trading lists of 32 stocks, net buying 9 and net selling 23 [1][2] - The total net selling amount by institutional investors reached 641 million yuan [1] Institutional Trading Highlights - The stock with the highest net buying from institutional seats was Anglikang, which closed at the daily limit with a trading volume of 927 million yuan and a turnover rate of 11.45%, net buying amounting to 100.91 million yuan [2][5] - Feiya Technology also closed at the daily limit, with a trading volume of 1.549 billion yuan and a turnover rate of 23.87%, net buying 69.19 million yuan [2][5] - Xinhenghui saw a decline of 5.43% with a turnover rate of 47.06%, net buying 45.42 million yuan [2][5] Performance of Net Bought Stocks - Stocks that were net bought by institutions showed an average increase of 2.57%, outperforming the Shanghai Composite Index [3] - Stocks like Xiangqiang Co. and Kangda New Materials reported strong performances, closing at the daily limit [3] - Historical data indicates a 54.87% probability of net bought stocks rising the next day, with a 51.62% chance of outperforming the index [3] Earnings Forecasts - Among the stocks net bought by institutions, only one stock, Xinhenghui, provided a half-year earnings forecast, expecting a net profit of 106 million yuan, representing a year-on-year increase of 4.59% [3] Net Sold Stocks - The stock with the highest net selling was Changqing Technology, with a net selling amount of 177.81 million yuan, and a turnover rate of 56.72% [3][6] - North Copper, with a net selling of 102.36 million yuan, had a volatility of 16.01% [4][6] - Hongbaoli experienced a net selling of 79.41 million yuan, with a turnover rate of 46.13% [4][6] Southbound Trading Activity - On July 2, 19 stocks on the trading list had southbound trading activity, with net buying in stocks like Rongfa Nuclear Power and Kaimete Gas, amounting to 123 million yuan and 96.13 million yuan respectively [7][9] - Stocks like Hongye Futures and Xiexin Energy saw net selling amounts of 33.58 million yuan and 29.89 million yuan respectively [7][9]