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—034 特此公告。 经董事会审议，同意由公司总裁陈辉军先生兼管财务工作，履行财务负责人 职责。陈辉军先生的简历详见公司于同日刊登在巨潮资讯网（www.cninfo.com. cn）上的《关于副总裁（分管财务）退休离任及总裁履行财务负责人职责的公告》。 本议案在提交公司董事会审议前已经由公司独立董事专门会议、董事会审计 委员会审议。 本议案投票结果为 9 票赞成，0 票反对，0 票弃权。 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（以下简称"公司"）于 2025 年 5 月 30 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 5 月 23 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，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 ...

Group 1 - The core announcement is about Shenzhen Huaqiang Group's plan to issue non-public exchangeable bonds, with a total issuance scale not exceeding RMB 2.4 billion [1][2] - The first phase of the bond issuance is expected to be up to RMB 700 million [2] - The bonds will be secured by 46 million shares of the company held by Huaqiang Group, which will be placed in a dedicated trust account for the bondholders [2][3] Group 2 - As of the announcement date, Huaqiang Group holds a total of 727,888,840 shares in the company, with a portion held in trust accounts [3] - The shares in trust accounts represent 6.32% of Huaqiang Group's total holdings and 4.40% of the company's total share capital [3] - The company will comply with regulatory requirements and disclose the completion of the trust registration and subsequent matters related to the bond issuance [3]

深圳华强实业股份有限公司 关于控股股东 2025 年面向专业投资者非公开发行可交换公司债券 （第一期）拟办理部分股份担保及信托登记的公告 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。 2025 年 4 月 25 日，深圳华强实业股份有限公司（以下简称"公司"）在巨 潮资讯网（www.cninfo.com.cn）上刊登了《关于控股股东拟非公开发行可交换 公司债券获得无异议函的公告》，公司控股股东深圳华强集团有限公司（以下简 称"华强集团"）拟以其所持有的部分公司股票为标的非公开发行可交换公司债 券（以下简称"本次债券"或"本次可交换债券"），发行规模不超过人民币 24 亿元（含 24 亿元），并已收到深圳证券交易所出具的《关于深圳华强集团有限公 司非公开发行可交换公司债券符合深交所挂牌条件的无异议函》（深证函 [2025]380 号）。 近日，公司收到华强集团的通知：本次债券采取分期发行的方式，首期预计 发行总额不超过人民币 7 亿元（即"深圳华强集团有限公司 2025 年面向专业投 资者非公开发行可交换公司债券（第一期）"，以下简称"本期债券"）。为本期债 ...

Group 1 - The core index of the China Securities Index for traders is reported at 4420.35 points, indicating a downward trend [1] - The China Securities Index for traders has increased by 2.88% over the past month, decreased by 1.55% over the past three months, and has risen by 1.62% year-to-date [2] - The index is categorized into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries, providing a comprehensive analysis tool for investors [2] Group 2 - The top ten weighted stocks in the China Securities Index for traders include: Liyuan Information (8.03%), Shenzhen Huachuang (5.81%), Yintan Zhikong (5.66%), Xiangnong Xinchuan (5.64%), Runxin Technology (5.59%), Qunxing Toys (4.18%), Huaihe Energy (4.03%), Yingfang Micro (3.51%), Sumida (3.48%), and Dongfang Zhongke (3.32%) [2] - The market share of the holdings in the China Securities Index for traders is 73.03% from the Shenzhen Stock Exchange and 26.97% from the Shanghai Stock Exchange [2] Group 3 - The sample of the China Securities Index for traders consists entirely of traders, with a 100% representation [3] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3] - Adjustments to the weight factors occur simultaneously with the regular sample adjustments, and temporary adjustments are made when there are changes in the index samples due to special events [3]

特此公告。 证券代码：000062 证券简称：深圳华强 编号：2025—032 深圳华强实业股份有限公司董事会 深圳华强实业股份有限公司 欢迎广大投资者扫描下方二维码关注"深圳华强投资者关系"微信公众号， 获取更多公司资讯。 同时，投资者也可以继续通过以下渠道与公司联系，具体如下： 电子邮箱：szhqsygf@szhq.com 投资者热线电话：0755-83216296、0755-83030136 官方网站：www.szhq000062.com 关于深圳华强投资者关系公众号正式上线的公告 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。 为更好地搭建与投资者沟通的桥梁，"深圳华强投资者关系"微信公众号已 于近日正式上线。公众号设置"公司资讯"、"公告要览"、"IR 互动"三大菜单栏 目，公司将通过公众号及时传递公司动态、产业研究报告、公司公告、财务数据、 分红情况、投关活动等内容，为投资者提供更多维度的信息。 2025 年 5 月 10 日 ...

Group 1 - Huawei HiSilicon concept stocks rose by 4.36%, ranking 8th in the concept sector, with 49 stocks increasing in value [1][2] - Shenzhen Huaqiang hit the daily limit, while Runhe Software, Youbo Xun, and Jinsai Technology saw significant gains of 9.55%, 8.27%, and 7.85% respectively [1][2] - The Huawei HiSilicon concept sector experienced a net inflow of 1.712 billion yuan, with 32 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan in net inflow [2][3] Group 2 - The top net inflow stocks included Shenzhen Huaqiang with 449 million yuan, Sichuan Changhong and Runhe Software both with 385 million yuan, and Beifang Huachuang with 91.72 million yuan [2][3] - The net inflow ratios for Shenzhen Huaqiang, Sichuan Changhong, and Runhe Software were 25.92%, 8.64%, and 7.93% respectively [3][4] - The trading volume and turnover rates for leading stocks in the Huawei HiSilicon concept were highlighted, with Shenzhen Huaqiang showing a turnover rate of 6.17% [3][4]

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 ...

暮春时节的鹏城，潮湿气息充盈在空气里和街巷的每个角落。作为全球规模最大的电子元器件集散地之一、被誉为"中国电子第一街"的商圈，华强北正在 经历从"封库存"到"持货待涨"，从"转口贸易"到"国产替代"的变革。 关税大战下，华强北如同平静海面下的潜流。从业者眉宇间偶有焦灼褶皱，但在往来如梭的脚步声里，始终保持着中国电子人特有的韧性姿态：有些焦 虑，却没有想象中的惊慌。 01 关税冲击波： 谁在"暴利"，谁遭"重创"？ 美国出招，中国回击猛烈。根据中国海关总署新规，芯片原产地按"流片环节所在地"判定，导致美国IDM（垂直整合制造）企业成本飙升。例如，德州仪 器达拉斯工厂生产的模拟芯片，关税成本占比从5%跃升至25%，迫使产能转移至菲律宾和马来西亚。 华强北市场内，英伟达5090/5080 GPU、英特尔CPU等热门芯片报价暂停，现货商普遍"捂货待涨"。部分电脑组装商反映"一周内同配置电脑价格从5000元 飙升至5800元"，因此，因价格波动放弃订单的客户不在少数。 | 产品 | 加税前价格(美元) | 加税后价格(美元) | 豁免后价格(美元) | | --- | --- | --- | --- | | iPhon ...