沪指4月10日上涨1.16%，申万所属行业中，今日上涨的有31个，涨幅居前的行业为商贸零售、纺织服 饰，涨幅分别为4.83%、3.78%。电子行业今日上涨2.58%。 资金面上看，两市主力资金全天净流入100.43亿元，今日有22个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨2.58%，全天净流入资金32.91亿元，其次是食品饮料行业，日涨幅 为0.64%，净流入资金为16.50亿元。 主力资金净流出的行业有9个，计算机行业主力资金净流出规模居首，全天净流出资金17.80亿元，其次 是农林牧渔行业，净流出资金为8.97亿元，净流出资金较多的还有医药生物、钢铁、基础化工等行业。 电子行业今日上涨2.58%，全天主力资金净流入32.91亿元，该行业所属的个股共461只，今日上涨的有 438只，涨停的有12只；下跌的有20只。以资金流向数据进行统计，该行业资金净流入的个股有233只， 其中，净流入资金超亿元的有12只，净流入资金居首的是工业富联，今日净流入资金8.43亿元，紧随其 后的是歌尔股份、胜宏科技，净流入资金分别为6.39亿元、5.72亿元。电子行业资金净流出个股中，资 金净流出超5 ...

Group 1 - The Tonghuashun Fruit Index concept rose by 4.97%, ranking third among concept sectors, with 20 stocks increasing in value, including Industrial Fulian, which hit the daily limit, and other notable gainers such as GoerTek and Lens Technology, which rose by 9.69%, 8.86%, and 7.50% respectively [1][2] - The main capital inflow into the Tonghuashun Fruit Index concept sector was 2.097 billion yuan, with 14 stocks receiving net inflows, and 7 stocks seeing inflows exceeding 50 million yuan. Industrial Fulian led with a net inflow of 843 million yuan, followed by GoerTek, Luxshare Precision, and Dongshan Precision with net inflows of 639 million yuan, 344 million yuan, and 144 million yuan respectively [2][3] - The net inflow ratios for Industrial Fulian, GoerTek, and Zhuhai Guanyu were the highest at 18.61%, 11.09%, and 10.39% respectively [3][4] Group 2 - The top-performing concept sectors today included Dairy with a rise of 6.28%, and Childcare Services with an increase of 5.22%, while the Tonghuashun Fruit Index was at 4.97% [2] - The trading volume and turnover rates for key stocks in the Tonghuashun Fruit Index were significant, with Industrial Fulian showing a turnover rate of 1.28% and GoerTek at 9.12% [3][4]

Market Overview - A-shares and Hong Kong stocks experienced a significant rebound on April 10, with over 5,100 stocks in A-shares rising and the Hang Seng Technology Index increasing by over 6% [1][2] - The Shanghai Composite Index rose by 1.51%, the Shenzhen Component Index by 3.34%, and the ChiNext Index by 4.15% [1] - The trading volume in both markets exceeded 740 billion yuan, indicating strong market activity [1] Key Stock Performances - Notable stocks included Xiaomi Group, Xpeng Motors, and Li Auto, all rising over 7%, while Sunny Optical, BYD Electronics, and Lenovo Group surged over 10% [3][4] - The top gainers in the Hong Kong market included Sunny Optical Technology, BYD Electronics, and Lenovo Group, with increases of 15.85%, 13.75%, and 11.47% respectively [4] Capital Inflows - Southbound capital recorded a historic net inflow of over 35.5 billion HKD, the highest single-day net purchase since the launch of the Hong Kong Stock Connect [4] - Cumulative net inflows from southbound capital into Hong Kong stocks exceeded 573.6 billion HKD since the beginning of the year, marking the highest for the same period historically [4] Market Sentiment and Valuation - Analysts suggest that the recent adjustments have brought Hong Kong's valuation levels back to low points, enhancing the cost-effectiveness of investments [5] - The market's earnings structure is considered favorable, making it sensitive to potential corporate earnings recovery and policy signals [5] Apple-Related Stocks - Apple stocks surged over 15%, positively impacting related stocks in both A-shares and Hong Kong markets, with companies like Huanxu Electronics and Industrial Fulian hitting their daily limits [6][7] - The potential tariff exemptions for Apple, as mentioned by Trump, may further boost investor sentiment [8] Shipping Sector Performance - The shipping sector saw significant gains, with domestic shipping indices rising sharply and several stocks hitting their daily limits [9][10] - In the Hong Kong market, stocks like DTX Shipping and COSCO Shipping Holdings also experienced substantial increases [10] Trade and Tariff Implications - Morgan Stanley highlighted that increased tariffs pose a significant barrier to global trade, adversely affecting the demand fundamentals of the shipping industry [11] - Container shipping companies are particularly vulnerable due to their asset-intensive business models and the direct impact of freight rate fluctuations on their operational leverage [11]

A股苹果概念股走强，蓝思科技涨13%，立讯精密涨停，歌尔股份、鹏鼎控股、东山精密、工业富联等 多股涨超9%。 ...

分析人士指出，此次回购计划不仅彰显管理层对公司长期价值的信心，亦有助于在二级市场波动中稳定 投资者信心。当前，消费电子行业正处于技术创新与需求复苏的交织期，歌尔股份通过回购强化激励， 或为其下一阶段技术突破与市场扩张注入新的动能。 值得关注的是，在近期A股市场出现非理性波动后，国内上市公司正掀起一波"护盘"浪潮。以山东区域 为例，以歌尔股份为代表的多家上市公司迅速采取行动，通过发布股份回购、股东增持等公告，积极传 递市场信心。这些企业以实际行动稳定市场预期，通过优化资本结构、强化股东回报、布局新质生产力 等举措，不仅反映了企业对自身价值的信心，也体现了它们在当前经济环境下护航市场健康发展的责任 感和使命感。 4月9日晚间，歌尔股份(002241.SZ)发布公告称，公司董事长姜滨提议以自筹资金或其他合法资金，通 过集中竞价交易方式回购公司股份，回购资金总额不低于人民币5亿元且不超过10亿元。 歌尔股份表示，此次股份回购用于实施员工持股计划或股权激励，以优化激励制度，激活创新文化。当 前虽有短期波动，但管理层和全体员工对公司长期健康发展充满信心，希望也将信心传递给投资者。 此外，2月26日晚间歌尔股份公告称公司控 ...

每经记者 赵李南 每经编辑 马子卿 4月9日，A股上市公司密集披露应对美国关税政策的公告。 宸展光电坦言关税对产业链冲击广泛，但公司已经通过泰国、墨西哥等海外生产基地进行布局。光弘科 技宣布收购法国企业AC公司，加速墨西哥、欧洲、非洲产能落地。同时，多家上市公司开启"护盘模 式"，大蓝筹股美的集团、中远海控等已经开始入场回购。 宸展光电等多家公司披露海外布局情况 宸展光电（SZ003019，股价26.38元，市值46.08亿元）称，本次关税加征属全球性事件，对产业中几乎 所有参与者皆有影响。据此，评估本事件对公司影响时，需将竞争对手生产地被课征的关税率纳入综合 考虑。宸展光电表示，从2024年开始公司已在泰国建设生产基地，并在年底前量产。据悉，宸展光电出 口至美国的产品，已有70%由泰国生产，因泰国被课征的关税率相对较低，在整个竞争环境中，公司受 影响程度相对低。此外，通过泰国出货的商品入关美国时所发生的关税主要是由进口商（客户端）支 付。 江丰电子（SZ300666，股价68.71元，市值182.31亿元）表示，2024年公司出口美国的产品收入占公司 总营业收入的比例约为1.19%，占比较低。因此，本次美国 ...

Group 1 - The core viewpoint of the article highlights that after a significant shareholding increase plan was disclosed in February, the chairman of GoerTek proposed a share buyback plan amid a wave of buybacks in the A-share market [1] - GoerTek plans to repurchase shares with a total fund amount not less than 500 million yuan (approximately 71 million USD) and not exceeding 1 billion yuan (approximately 142 million USD) [1] - The purpose of the share buyback is to be used for employee stock ownership plans or equity incentive plans [1] Group 2 - GoerTek emphasizes its strong operational status and long-term investment value, stating that competition in the consumer electronics sector has evolved into a comprehensive battle of ecosystems rather than just hardware [1] - The company positions itself as a key driver in the development of AI and the metaverse, leveraging its advantages in hardware manufacturing, technological innovation, and ecosystem collaboration [1] - Despite short-term market volatility, the management expresses confidence in the company's long-term healthy development and aims to convey this confidence to investors [2] Group 3 - The recent announcement by the U.S. to impose "reciprocal tariffs" on all trading partners is expected to have limited direct impact on GoerTek, as the consumer electronics industry typically uses FOB terms, with import tariffs generally borne by importers [1] - The A-share market has seen a surge in buyback announcements from over a hundred listed companies, which has boosted market confidence [2] - Analysts believe that multiple positive factors will ensure the long-term upward trend of the Chinese capital market, with current low valuations and stable fundamentals enhancing investment attractiveness [2]

证券代码：002241 证券简称：歌尔股份 公告编号：2025-023 歌尔股份有限公司 关于董事长提议回购公司股份的提示性公告 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。 歌尔股份有限公司（以下简称"公司"）于2025年4月9日收到公司董事长姜 滨先生的《关于提议回购公司股份的函》，具体内容如下： 一、提议人基本情况及提议时间 基于对公司未来发展的信心和对公司长期价值的认可，为进一步完善公司长 效激励机制，有效地将股东利益、公司利益和核心团队个人利益结合在一起，促 进公司的长远发展，提议回购公司部分股份用作员工持股计划或股权激励计划。 三、提议人提议回购股份的种类、用途、方式、价格区间、数量、占公司总 股本的比例及拟用于回购的资金总额。 （一）提议回购股份的种类 公司已发行的人民币普通股（A 股）。 （二）提议回购股份的用途 提议人姜滨先生于2025年4月9日向公司提议回购公司股份。截至本公告日， 姜滨先生持有公司股份287,397,406股，占2025年3月31日公司总股本的8.23%，为 公司实际控制人、董事长及持股5%以上股东。 二、提议回购股份的 ...

歌尔股份（002241）公告，公司于2025年4月9日收到董事长姜滨的提议，回购公司部分股份用作员工持 股计划或股权激励计划。回购资金总额不低于5亿元且不超过10亿元，价格上限不高于董事会审议通过 回购股份方案决议前三十个交易日公司股票交易均价的150%，实施期限自董事会审议通过最终回购股 份方案之日起不超过十二个月。提议人姜滨持有公司8.23%股份，回购股份种类为人民币普通股(A股)， 资金来源为自筹资金或其他合法资金。 ...

A股苹果概念股持续走低，东山精密连续4个交易日跌停，歌尔股份、工业富联、领益智造、鹏鼎控 股、立讯精密等跟跌。 ...