格隆汇1月7日丨大东南(002263.SZ)在投资者互动平台表示，新能源汽车的繁荣将对整个电容膜产业都 有促进推进作用。公司的电容膜产品可用于新能源汽车。 ...

证券日报网讯 1月6日，大东南在互动平台回答投资者提问时表示，公司大股东公开征集转让股份事项 以公司后续公告为准。 （文章来源：证券日报） ...

证券日报网讯1月6日，大东南（002263）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 股东人数为108335户。 ...

Core Viewpoint - The continuous decline in the number of shareholders for many companies indicates a trend of increasing concentration of shares, with 106 companies experiencing a decrease for more than three consecutive periods, and some seeing declines for up to 12 periods [1][2]. Group 1: Shareholder Trends - A total of 541 companies reported their latest shareholder numbers as of December 31, with 106 companies showing a continuous decline in shareholder numbers for over three periods [1]. - Notable companies with significant declines include Zhukebo Design, which has seen a 28.08% drop in shareholder numbers over 12 periods, and Dazhongnan, with a 28.54% decline over 11 periods [1]. - Companies with the largest recent declines in shareholder numbers include *ST Shengxun, Huari Co., and Xingfa Group, with decreases of 11.26%, 8.70%, and 7.35% respectively [1][3]. Group 2: Market Performance - Among the companies with declining shareholder numbers, 32 have seen their stock prices rise, while 74 have experienced declines, with notable gainers including Zhiguang Electric, Zhejiang Meida, and Shenhuo Co., which increased by 43.50%, 21.97%, and 19.59% respectively [2]. - 20 companies outperformed the Shanghai Composite Index during this period, with Zhiguang Electric, Zhejiang Meida, and Shenhuo Co. achieving excess returns of 38.48%, 16.28%, and 15.71% respectively [2]. Group 3: Industry and Institutional Insights - The industries with the highest concentration of companies experiencing declining shareholder numbers include basic chemicals, pharmaceuticals, and machinery, with 17, 9, and 9 companies respectively [2]. - In terms of market segments, 65 companies are listed on the main board, 40 on the ChiNext board, and 1 on the Sci-Tech Innovation board [2]. - In the past month, 15 companies with declining shareholder numbers have been subject to institutional research, with Zhiguang Electric, Shenzhen Huqiang, and Jushen Co. being the most frequently researched, each receiving two institutional visits [2].

（文章来源：证券日报） 证券日报网讯 12月26日，大东南在互动平台回答投资者提问时表示，如涉及应披露事项，公司将按照 规定履行信披义务，相关事项请以公司在指定信息披露媒体上披露的信息为准。 ...

Group 1 - The article highlights that 835 companies reported their latest shareholder numbers as of December 20, with 180 companies experiencing a continuous decline in shareholder numbers for more than three periods, indicating a trend of increasing concentration of shares [1][2] - Notable companies with significant declines in shareholder numbers include Yihau New Materials, which has seen a 37.94% decrease over 12 periods, and Zhukebo Design, with a 27.40% decrease over 11 periods [1][2] - The companies with the largest recent declines in shareholder numbers include Hewei Electric, Guoji Precision, and Dalian Heavy Industry, with decreases of 15.15%, 13.33%, and 11.90% respectively [1][2] Group 2 - Among the companies with declining shareholder numbers, 44 have seen their stock prices rise, while 135 have experienced declines, with notable gainers including Shibu Detection, Guoji Precision, and Quanyin High-Tech, which increased by 60.21%, 57.31%, and 29.84% respectively [2] - The sectors with the highest concentration of companies experiencing declining shareholder numbers include basic chemicals, machinery equipment, and pharmaceutical biology, with 24, 20, and 18 companies respectively [2] - In terms of institutional interest, 25 companies with declining shareholder numbers were surveyed by institutions in the past month, with Shengda Resources, Guoji Precision, and Baowu Magnesium receiving the most attention [2]

大东南（002263.SZ）12月26日在投资者互动平台表示，公司电容膜因前期设备定制、到货时间、安装 调试时间等因素考虑暂不新增生产线。目前电容膜主要发展方向是纵向延伸产业链，从原材料、基膜、 镀膜实现全产业链，提升产品毛利率。 每经AI快讯，有投资者在投资者互动平台提问：公司一直说电容膜技术处于行业领先，但产能不足， 那公司为什么不新增生产线？ （文章来源：每日经济新闻） ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司的膜下游是否可用在HJT光伏发电板上？或者太阳 翼上面？ 大东南（002263.SZ）12月24日在投资者互动平台表示，公司的BOPET薄膜属于基膜产品，具体应用领 域及客户情况视下游企业而定。 ...

证券日报网讯 12月24日，大东南在互动平台回答投资者提问时表示，公司有锂电池及隔膜设备，原有 相关业务，后因产业情况及企业实际予以停产。公司官网中涉及产品宣传并未涉及虚假宣传，后续将继 续根据企业情况及时予以更新。 （文章来源：证券日报） ...

Core Viewpoint - The continuous decline in the number of shareholders for several companies indicates a trend of increasing concentration of shares, with 118 companies experiencing a decrease for more than three consecutive periods, and some like Yihau New Materials seeing a drop for 12 periods [1] Group 1: Shareholder Trends - A total of 513 companies reported their latest shareholder numbers as of December 20, with 118 companies showing a continuous decline in shareholder numbers for over three periods [1] - Yihau New Materials has the lowest shareholder count at 14,402, down 37.94% over 12 periods, while Kute Intelligent has 32,185 shareholders, down 20.89% over 11 periods [1] - Other companies with significant declines include Dalian Heavy Industry and Jinshi Technology, with respective decreases of 11.90% and 13.33% [1] Group 2: Market Performance - Among the companies with declining shareholder numbers, 27 saw their stock prices increase, while 91 experienced declines, with notable gainers including Shibu Testing (up 64.58%), Guoji Precision Engineering (up 45.98%), and Xianglu Tungsten (up 30.68%) [2] - 29 companies outperformed the Shanghai Composite Index, with Shibu Testing, Guoji Precision Engineering, and Xianglu Tungsten achieving relative returns of 65.46%, 48.43%, and 30.96% respectively [2] Group 3: Industry Distribution - The industries with the highest concentration of companies experiencing declining shareholder numbers include basic chemicals (17 companies), machinery and equipment (14 companies), and pharmaceutical biology (12 companies) [2] - The main board has 74 companies with declining shareholder numbers, while the ChiNext board has 44 [2] Group 4: Institutional Interest - In the past month, 17 companies with declining shareholder numbers were investigated by institutions, with Guoji Precision Engineering, Baowu Magnesium, and Shenzhen Huqiang receiving the most attention, with 6, 4, and 2 investigations respectively [2] - The companies with the highest number of institutional participants in their investigations include Yahua Group (61 institutions), Igor (46 institutions), and Sanyuan Biological (32 institutions) [2]