Market Performance - On May 6, the Shanghai Composite Index rose by 1.13%, the Shenzhen Component Index increased by 1.84%, and the ChiNext Index gained 1.97% [2] - A total of 59 stocks appeared on the "Dragon and Tiger List" due to significant price movements, with the highest net inflow of funds recorded for Yanshan Technology (002195.SZ) at 214 million yuan [2][3] Stock Highlights - Yanshan Technology saw a net purchase of 214 million yuan, accounting for 8.26% of the total trading volume, and closed with a 10.1% increase and a turnover rate of 8.41% [3][5] - The stock with the highest net outflow was Changshan Beiming (000158.SZ), which experienced a net sell of 148 million yuan, representing 2.37% of the total trading volume, and closed up by 10.02% with a turnover rate of 16.36% [3][6] Institutional Activity - Institutions were active in 27 stocks on the Dragon and Tiger List, with a total net purchase of 428 million yuan, buying 11 stocks and selling 16 [7] - The stock with the highest institutional net purchase was Qingdao Kingking (002094.SZ), which closed up by 9.97% and had a turnover rate of 19.6% [7] Northbound Capital - Northbound funds participated in 11 stocks on the Dragon and Tiger List, with a total net purchase of 216 million yuan, including a net buy of 83.6 million yuan for Yanshan Technology [12] - The stock with the highest net sell from northbound funds was Changshan Beiming, with a net sell of 29.4 million yuan [12] Summary of Key Stocks - Yanshan Technology: Net buy of 409.7 million yuan from institutions and 836.2 million yuan from northbound funds, with a total net buy of 1.2458 billion yuan [16] - Changshan Beiming: Net sell of 39.37 million yuan from institutions and 29.38 million yuan from northbound funds, totaling a net sell of 68.75 million yuan [16]

Core Viewpoint - Shenzhen Huaqiang experienced a significant increase of 9.99% on May 6, with a deviation of 7% in daily growth, indicating strong market interest and trading activity [1] Trading Activity Summary - The top five buying entities collectively purchased 227 million yuan, while the top five selling entities sold 117 million yuan, resulting in a net inflow of 110 million yuan [1] - The largest buying entities included: - Zhongtai Securities Co., Ltd. Qingdao Qingshi Road Securities Office: 47.47 million yuan - Shenzhen Stock Connect: 45.12 million yuan - Kaiyuan Securities Co., Ltd. Xi'an Taihua Road Securities Office: 41.31 million yuan [1] - The largest selling entities included: - Shenzhen Stock Connect: 54.64 million yuan - Institutional Special: 18.85 million yuan - Dongfang Caifu Securities Co., Ltd. Lhasa Tuanjie Road First Securities Office: 16.92 million yuan [1] Net Buying and Selling Summary - The net buying amounts for the top five buying entities were: - Zhongtai Securities Co., Ltd. Qingdao Qingshi Road Securities Office: 47.47 million yuan - Kaiyuan Securities Co., Ltd. Xi'an Taihua Road Securities Office: 41.24 million yuan - Maigao Securities Limited Liability Company Chengdu Lidu Road Securities Office: 34.79 million yuan [1] - The net selling amounts for the top five selling entities were: - Shenzhen Stock Connect: -9.52 million yuan - Institutional Special: -18.85 million yuan - Dongfang Caifu Securities Co., Ltd. Lhasa Tuanjie Road First Securities Office: -6.25 million yuan [1]

为进一步加强与投资者的互动交流，深圳华强实业股份有限公司（以下简称 "公司"）将参加由深圳证监局指导，深圳上市公司协会主办，深圳市证券业协 会、深圳市投资基金同业公会协办，深圳市全景网络有限公司承办的"聚势湾 区·智领消费——2024 年度大消费行业集体业绩说明会"，现将相关事项公告 如下： 证券代码：000062 证券简称：深圳华强 编号：2025—031 深圳华强实业股份有限公司 关于参加聚势湾区·智领消费——2024 年度大消费行业 集体业绩说明会的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注"全景财经"微信公众号，或下载"全景路演" APP,参与本次互动交流，活动时间为 2025 年 5 月 13 日（周二）14:00-17:30。 届时公司部分董事和高级管理人员将在线介绍公司 2024 年度业绩情况，并 就 2024 年度公司业绩、公司治理、发展战略、经营状况和可持续发展等投资者 关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊 ...

Core Viewpoint - The article discusses the transformation of Huaqiangbei, a major electronics market in China, amidst the ongoing trade war and tariff impacts, highlighting the shift from reliance on imported components to increased domestic production and innovation. Group 1: Tariff Impact - The new customs regulations in China have significantly increased costs for American IDM companies, with tariff costs for Texas Instruments' chips rising from 5% to 25% [1] - Prices for popular chips like NVIDIA GPUs and Intel CPUs have been suspended, leading to a price increase for assembled computers from 5000 RMB to 5800 RMB within a week [1] - The price comparison of various products shows substantial increases post-tariff, with iPhone 16 prices rising by 30-40% and SSD prices increasing by 125% [2] Group 2: Market Adaptation - The proportion of domestic chip procurement in Huaqiangbei is expected to rise from 32% in 2018 to 57% by 2024, driven by high tariff costs [4] - The electronics market is experiencing a split, with high-end chip markets facing chaos while mid-range products like STM32F103 remain stable [2][3] - Businesses are adapting by diversifying their markets, with some shifting focus from the U.S. to Southeast Asia and other emerging markets [10][8] Group 3: Resilience and Evolution - Huaqiangbei has shown resilience, with a significant increase in foot traffic and foreign customers despite tariff pressures [4][7] - The market has evolved from panic selling during the initial trade tensions to a more composed response, with businesses restructuring their supply chains to reduce reliance on U.S. markets [8][7] - The "China +1" strategy has allowed businesses to increase domestic sales, with some companies reporting a rise in domestic sales from 0% to 35% [8] Group 4: Innovation and Future Outlook - The shift towards domestic alternatives is seen as a catalyst for a technological revolution, with companies now aiming to be rule-makers rather than just followers [15] - Huaqiangbei is leveraging its extensive supply chain network to provide rapid and customized solutions, achieving delivery times of one day compared to months for U.S. manufacturers [13][11] - The ongoing adaptation to global market demands and the integration of digital tools are reshaping traditional business models in Huaqiangbei [17][11]

证券代码：000062 证券简称：深圳华强 编号：2025—030 深圳华强实业股份有限公司 关于控股股东面向专业投资者非公开发行可交换公司债券 换股价格调整的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、控股股东可交换公司债券的基本情况 华强集团于2023年6月16日、2023年12月22日发行深圳华强集团有限公司 2023年面向专业投资者非公开发行可交换公司债券（第一期）（债券简称"23 华强E1"，债券代码"117207"）和深圳华强集团有限公司2023年面向专业投资 者非公开发行可交换公司债券（第二期）（债券简称"23华强E2"，债券代码 "117217"），以上两期债券发行规模均为人民币10亿元，债券期限均为2年， 具体内容详见公司于2023年6月17日、2023年12月23日刊登在巨潮资讯网 （www.cninfo.com.cn）上的《关于控股股东2023年面向专业投资者非公开发行 可交换公司债券（第一期）发行完成的公告》、《关于控股股东2023年面向专业 投资者非公开发行可交换公司债券（第二期）发行完成的公告》。 二、控股股东可 ...

Group 1: Poly Developments - Poly Developments reported a net profit of 5 billion yuan for 2024, a decrease of 58.6% year-on-year [1] - The company achieved total revenue of 311.67 billion yuan in 2024, down 10% from the previous year [2] - The gross profit margin for settlements was 14%, a decline of 2 percentage points compared to the same period last year [1][2] - The company signed a total area of 17.9661 million square meters, a decrease of 24.7% year-on-year, while sales contracts amounted to 323.029 billion yuan, down 23.5% [2] - The company maintained a cash balance of 134.2 billion yuan at the end of the year, with a net cash flow from operating activities of 6.257 billion yuan [3] Group 2: Mindray Medical - Mindray Medical reported a revenue of 36.726 billion yuan for 2024, an increase of 5.14% year-on-year [5][6] - The net profit attributable to shareholders was 11.668 billion yuan, a slight increase of 0.74% compared to the previous year [5][6] - The company's cash flow from operating activities was not disclosed in the provided data [6] Group 3: Unisplendour - Unisplendour announced plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [9] - The company achieved a revenue of 79.024 billion yuan in 2024, a growth of 2.22% year-on-year [10] - The net profit attributable to shareholders was 1.572 billion yuan, a decrease of 25.23% compared to the previous year [10] Group 4: SF Holding - SF Holding reported a revenue of 69.849 billion yuan for the first quarter, an increase of 6.9% year-on-year [17][18] - The net profit attributable to shareholders was 2.234 billion yuan, reflecting a growth of 16.9% compared to the same period last year [17][18] - The company plans to repurchase shares worth between 500 million and 1 billion yuan [17] Group 5: Qingdao Beer - Qingdao Beer reported a revenue of 10.445 billion yuan for the first quarter, a growth of 2.91% year-on-year [20][21] - The net profit attributable to shareholders was 1.710 billion yuan, an increase of 7.08% compared to the previous year [20][21] Group 6: China State Construction - China State Construction reported a revenue of 555.3 billion yuan for the first quarter, a growth of 1.1% year-on-year [23] - The net profit attributable to shareholders was 15.01 billion yuan, reflecting a growth of 0.6% compared to the same period last year [23] Group 7: WuXi AppTec - WuXi AppTec reported a revenue of 9.655 billion yuan for the first quarter, a growth of 20.96% year-on-year [24] - The net profit attributable to shareholders was 3.672 billion yuan, a significant increase of 89.06% compared to the previous year [24] Group 8: China Nuclear Power - China Nuclear Power reported a revenue of 20.273 billion yuan for the first quarter, a growth of 12.7% year-on-year [25] - The net profit attributable to shareholders was 3.137 billion yuan, reflecting a growth of 2.55% compared to the same period last year [25] Group 9: Haitian Flavoring - Haitian Flavoring reported a revenue of 8.315 billion yuan for the first quarter, a growth of 8.08% year-on-year [26] - The net profit attributable to shareholders was 2.202 billion yuan, an increase of 14.77% compared to the previous year [26] Group 10: Yunnan Baiyao - Yunnan Baiyao reported a revenue of 10.841 billion yuan for the first quarter, a growth of 0.62% year-on-year [27] - The net profit attributable to shareholders was 1.935 billion yuan, reflecting a growth of 13.67% compared to the same period last year [27]

监事会决议公告 本公司及监事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳华强实业股份有限公司（以下简称"公司"）于 2025 年 4 月 27 日在公 司会议室召开监事会会议，本次会议于 2025 年 4 月 21 日以电子邮件、电话、即 时通讯工具等方式通知各位监事，应到监事 3 人，实到监事 3 人，会议由监事会 主席邓少军先生主持，符合《中华人民共和国公司法》和《深圳华强实业股份有 限公司章程》的有关规定。本次会议以 3 票赞成全票通过以下事项： 审核通过《2025 年第一季度报告》 经监事会审核，认为董事会编制和审议公司《2025 年第一季度报告》的程 序符合法律、行政法规及中国证券监督管理委员会、深圳证券交易所的规定，报 告内容真实、准确、完整地反映了公司 2025 年第一季度的经营情况，不存在任 何虚假记载、误导性陈述或重大遗漏。 证券代码：000062 证券简称：深圳华强 编号：2025—029 深圳华强实业股份有限公司 本议案的具体内容详见公司于同日刊登在巨潮资讯网（www.cninfo.com.cn） 上的《2025 年第一季度报告》。 特此公告 ...

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳华强实业股份有限公司 董事会决议公告 证券代码：000062 证券简称：深圳华强 编号：2025—028 特此公告。 深圳华强实业股份有限公司董事会 2025 年 4 月 29 日 深圳华强实业股份有限公司（以下简称"公司"）于 2025 年 4 月 27 日在公 司会议室以现场结合通讯表决的方式召开董事会会议，本次会议于 2025 年 4 月 21 日以电子邮件、电话、即时通讯工具等方式通知各位董事，应到董事 9 人， 实到董事 9 人（其中吉贵军先生、伍明生先生和吕成龙先生以通讯表决方式出席 会议），会议由董事长胡新安先生主持，公司监事会成员及高管人员列席会议， 符合《中华人民共和国公司法》和《深圳华强实业股份有限公司章程》（以下简 称"《公司章程》"）的有关规定。本次会议通过以下决议： 审议通过《2025 年第一季度报告》 经董事会审议，认为公司《2025 年第一季度报告》的编制和审议程序符合 法律、行政法规、规范性文件和《公司章程》等相关规定，其内容和格式符合中 国证券监督管理委员会和深圳证券交易所的 ...

Core Viewpoint - Shenzhen Huaqiang reported a significant increase in revenue and net profit for Q1 2025, indicating strong business growth and market expansion efforts [1] Financial Performance - The company achieved a revenue of 5.229 billion yuan, representing a year-on-year growth of 17.24% [1] - The net profit attributable to shareholders was 106 million yuan, showing a substantial year-on-year increase of 83.91% [1] Business Strategy - The growth was primarily driven by deepening cooperation with key product lines and customers, as well as actively exploring new market opportunities [1] - The recovery in the electronic components industry has allowed the company to expand value-added services, enhancing service value [1]

Financial Performance - The company achieved operating revenue of CNY 5,228,986,038.01, representing a year-on-year increase of 17.24%[6] - Net profit attributable to shareholders reached CNY 105,573,529.29, marking an 83.91% increase compared to the same period last year[6] - The net cash flow from operating activities was CNY 873,879,718.16, up 27.06% year-on-year[6] - The basic earnings per share increased to CNY 0.1009, reflecting an 83.79% growth from the previous year[6] - Total operating revenue for the current period reached ¥5,228,986,038.01, an increase of 17.3% compared to ¥4,460,133,666.89 in the previous period[20] - Operating profit for the current period was ¥154,708,490.60, up 68.2% from ¥91,931,834.79 in the previous period[20] - Net profit for the current period was ¥125,896,918.40, representing a 74.8% increase from ¥72,106,208.54 in the previous period[21] - Basic and diluted earnings per share increased to ¥0.1009 from ¥0.0549, reflecting a growth of 83.5%[21] - Net cash flow from operating activities was ¥873,879,718.16, an increase of 27.0% compared to ¥687,749,261.62 in the previous period[22] Asset and Liability Management - The company reported a total asset value of CNY 16,592,790,358.90, a decrease of 5.45% from the end of the previous year[6] - The total assets of the company decreased from CNY 17,549,253,677.62 at the beginning of the period to CNY 16,592,790,358.90 at the end of the period, representing a decline of approximately 5.5%[19] - Current assets decreased from CNY 12,762,066,117.97 to CNY 11,805,891,688.79, a reduction of about 7.5%[17] - Cash and cash equivalents increased from CNY 3,209,902,794.96 to CNY 3,263,314,443.16, reflecting a growth of approximately 1.7%[17] - Short-term borrowings decreased from CNY 4,965,065,279.92 to CNY 4,302,904,974.70, a decrease of about 13.3%[19] - Total liabilities decreased from CNY 9,721,801,979.99 to CNY 8,656,328,378.71, a decline of approximately 10.9%[19] - The company's equity attributable to shareholders increased from CNY 6,957,811,881.07 to CNY 7,050,721,575.32, an increase of about 1.3%[19] - The total current liabilities decreased from CNY 7,972,143,222.71 to CNY 6,877,273,196.63, a decrease of approximately 13.7%[19] - The company's total non-current liabilities increased from CNY 1,749,658,757.28 to CNY 1,779,055,182.08, an increase of about 1.7%[19] Investment and Cash Flow - The company’s investment income surged by 1,046.86 million, a 1318.81% increase year-on-year, primarily due to the termination of confirmation of held-for-sale assets[11] - The company reported a net cash outflow from investing activities of ¥76,271,849.61, compared to a smaller outflow of ¥12,656,143.27 in the previous period[23] - The net cash outflow from financing activities was ¥728,669,653.88, an improvement from a larger outflow of ¥1,300,340,781.38 in the previous period[23] - The company experienced a foreign exchange loss of ¥13,601,954.52, compared to a loss of ¥4,863,847.55 in the previous period[23] Market and Operational Insights - The gross profit margin remained stable, supported by the growth in domestic product line sales and the recovery of the electronic components industry[9] - The company is actively promoting domestic semiconductor brands, contributing significantly to revenue growth during the reporting period[9] - The occupancy rate of the Huachuang Innovation Plaza project has remained among the top in Shenzhen's Futian District, indicating robust performance[9] - Inventory decreased significantly from CNY 2,955,501,932.71 to CNY 2,270,160,361.05, a reduction of approximately 23.2%[17] - The company's long-term investments slightly decreased from CNY 643,558,371.31 to CNY 642,292,443.79, a decline of about 0.2%[18] Future Outlook and Strategic Initiatives - Future outlook includes a projected revenue growth of 10% for the next quarter, with a target of 1.32 billion RMB[25] - The company is investing 50 million RMB in R&D for new product development in the next fiscal year[25] - Market expansion plans include entering two new international markets by Q3 2025, aiming for a 5% market share in each[25] - The company announced a strategic acquisition of a local tech startup for 30 million RMB to enhance its product offerings[25] - New technology initiatives include the launch of an AI-driven platform expected to increase operational efficiency by 25%[25] - The company plans to implement cost-cutting measures aimed at reducing operational expenses by 8% in the next quarter[25] - A new marketing strategy is set to increase brand awareness by 15% through targeted campaigns in Q2 2025[25]