人民币贬值受益+东数西算(算力)+物联网+锂电池概念+摘帽 1、根据2024年年报，公司海外营收占比为79.72%，受益于人民币贬值。 2、2025年7月28日互动易：公司目前主要集中聚焦于高功率电源领域，公司高功率电源产品为开关电源 产品，主要应用于算力服务器领域。 3、2020年6月17日互动易：公司在物联网领域的投入主要是提供相关解决方案，比如智慧园区、智慧社 区等。 4、据2022年年报显示：公司第二板块业务为新能源锂离子电池业务：锂离子电池的技术研发、生产和 销售，以及根据客户要求将电芯进行检测区分电芯容量档位，达到梯次利用目的。2022年公司实现营业 收入2.55亿元，同比增长82.99%，其中，新能源电池业务占比较高。 5、申请撤销风险警示获交易所批准，证券简称变更为同洲电子。 来源：新浪证券-红岸工作室 1月14日，同洲电子跌0.62%，成交额3.95亿元，换手率4.44%，总市值96.39亿元。 异动分析 今日主力净流入-5534.23万，占比0.14%，行业排名10/10，连续3日被主力资金减仓；所属行业主力净流 入7.11亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近 ...

来源：新浪证券-红岸工作室 1月12日，同洲电子跌2.29%，成交额5.86亿元，换手率6.38%，总市值99.70亿元。 异动分析 人民币贬值受益+东数西算(算力)+物联网+锂电池概念+摘帽 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-9235.21万，占比0.19%，行业排名10/10，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入6.67亿，连续3日被主力资金增仓。 区间今日近3日近5日近10日近20日主力净流入-1.01亿-1.32亿-1.15亿-1.19亿-1.64亿 主力持仓 1、根据2024年年报，公司海外营收占比为79.72%，受益于人民币贬值。 2、2025年7月28日互动易：公司目前主要集中聚焦于高功率电源领域，公司高功率电源产品为开关电源 产品，主要应用于算力服务器领域。 3、2020年6月17日互动易：公司在物联网领域的投入主要是提供相关解决方案，比如智慧园区、智慧社 区等。 4、据2022年年报显示：公司第二板块业务为新能源锂离子电池业务：锂离子电池的技术研发、生产和 销售，以及根据客户要求将电芯进行检测 ...

Core Viewpoint - The black home appliance sector experienced a significant increase of 5.52% on January 12, with Sichuan Changhong leading the gains, reflecting positive market sentiment in this industry [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4165.29, up by 1.09%, while the Shenzhen Component Index closed at 14366.91, up by 1.75% [1]. - Key stocks in the black home appliance sector showed notable price increases, with Sichuan Changhong rising by 9.96% to a closing price of 10.38 [1]. Group 2: Stock Performance Details - Sichuan Changhong (600839) led the sector with a trading volume of 4.0153 million shares and a transaction value of 399.8 million yuan [1]. - Other notable performers included Zhaochi Co. (002429) with a 7.23% increase, closing at 8.31, and Hisense Visual (600060) with a 4.32% increase, closing at 25.35 [1]. Group 3: Capital Flow Analysis - The black home appliance sector saw a net inflow of 882 million yuan from institutional investors, while retail investors experienced a net outflow of 298 million yuan [1]. - The capital flow data indicates that Sichuan Changhong had a net inflow of 1.06 billion yuan from institutional investors, representing 26.51% of its total trading volume [2].

Market Overview - The black home appliance sector increased by 1.82% on January 9, with Tongzhou Electronics leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] Stock Performance - Key stocks in the black home appliance sector showed varied performance, with Tongzhou Electronics closing at 13.56, up 5.53% on a trading volume of 527,100 shares and a transaction value of 713 million [1] - Other notable performers included *ST Gauss, which rose by 5.01% to 10.27, and Jiulian Technology, which increased by 3.42% to 10.59 [1] Capital Flow - The black home appliance sector saw a net inflow of 81.44 million in main funds, while retail funds experienced a net outflow of 104 million [1] - Retail investors contributed a net inflow of 22.16 million, indicating a mixed sentiment among different investor types [1] Detailed Capital Flow Analysis - Non-Chi Holdings had a main fund net inflow of 10.9 million, but retail funds saw a significant outflow of 78.86 million [2] - Tongzhou Electronics experienced a main fund net inflow of 19.50 million, while retail funds had a net outflow of 1.20 million [2] - Hisense Visual had a main fund net inflow of 14.99 million, with retail funds showing a net inflow of 0.43 million [2]

Group 1 - The black home appliance sector increased by 0.2% on January 8, with Sichuan Jiuzhou leading the gains [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] - Sichuan Jiuzhou's stock price rose by 3.44% to 17.76, with a trading volume of 473,900 shares [1] Group 2 - The net inflow of main funds in the black home appliance sector was 15.51 million yuan, while retail funds experienced a net outflow of 8.75 million yuan [1] - Sichuan Changhong had a main fund net inflow of 64.97 million yuan, but retail funds saw a net outflow of 30.34 million yuan [2] - The stock of *ST Gauss experienced a significant net outflow of 15.39 million yuan from main funds, while retail funds had a net inflow of 1.94 million yuan [2]

证券日报网讯1月7日，同洲电子（002052）在互动平台回答投资者提问时表示，截至2025年12月31日， 公司股东总户数为53583户。 ...

Core Viewpoint - The company Zhongzhou Electronics (002052.SZ) announced that its shareholder, Ruizhong Life Insurance Co., Ltd., plans to reduce its holdings of the company's shares by up to 7.5244 million shares, which accounts for no more than 1% of the total share capital, through centralized bidding within three months after the announcement of the reduction plan [1] Summary by Category - **Shareholder Action** - Ruizhong Life Insurance Co., Ltd. intends to reduce its stake in Zhongzhou Electronics by a maximum of 7.5244 million shares [1] - This reduction represents a maximum of 1% of the company's total share capital [1] - **Timeline** - The share reduction will occur within three months following the announcement, starting fifteen trading days after the announcement date [1]

Group 1 - The core point of the article is that Ruizhong Life Insurance Co., Ltd. plans to reduce its stake in Tongzhou Electronics Co., Ltd. by selling up to 7,524,396 shares, which represents no more than 1% of the company's total share capital [1] - Ruizhong Life Insurance currently holds 53,324,700 shares of Tongzhou Electronics, accounting for 7.09% of the total share capital [1] - The share reduction will occur within three months after the announcement of the reduction plan, starting from the fifteenth trading day [1]

Group 1 - The core point of the article is that the major shareholder, Ruizhong Life Insurance Co., Ltd., plans to reduce its stake in Tongzhou Electronics (002052.SZ) by selling up to 7.5244 million shares, which represents no more than 1% of the company's total share capital [1] Group 2 - The share reduction will take place within three months, starting from January 28, 2026, to April 27, 2026, following a 15 trading day period after the announcement [1] - The reason for the share reduction is stated as the shareholder's own funding needs [1]

股票代码：002052 股票简称：同洲电子 公告编号：2026-001 深圳市同洲电子股份有限公司 关于持股 5%以上股东减持股份的预披露公告 持股 5%以上股东瑞众人寿保险有限责任公司保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息 一致。 特别提示：通过"瑞众人寿保险有限责任公司－万能产品"账户持有深圳市 同洲电子股份有限公司（以下简称"公司"）股份53,324,700股（占公司总股本 比例7.09%）的股东瑞众人寿保险有限责任公司计划在自减持计划公告之日起十 五个交易日后的三个月内以集中竞价方式减持公司股份不超过7,524,396股（占公 司总股本比例不超过1%）。 一、股东的基本情况 1、股东名称：瑞众人寿保险有限责任公司 2、股东持股情况：截至本公告披露日，瑞众人寿保险有限责任公司通过"瑞 众人寿保险有限责任公司－万能产品"持有公司股份53,324,700股（占公司总股 本比例7.09%）。 二、本次减持计划的主要内容 2、减持原因：自身资金需求 3、减持股份来源：大宗交易买入 4、减持方式：集中竞价 5 ...