Group 1 - The company, Dongshan Precision (002384.SZ), operates in various sectors including electronic circuits, optoelectronic displays, and precision manufacturing [1] - The company's products are widely used in consumer electronics such as mobile phones, tablets, laptops, as well as in new energy vehicles, communication equipment, industrial applications, and artificial intelligence [1]

从资金流向来看，东山精密8月13日主力资金净流入5.41亿元，占流通市值的0.66%。近五个交易日累计 净流入15.35亿元，占流通市值的1.86%。 风险提示：股市有风险，投资需谨慎。本文所提及数据仅供参考，不构成投资建议。 东山精密属于电子元件行业，主营业务涵盖精密金属制造、精密电子制造等领域。公司产品广泛应用于 消费电子、通信设备、汽车电子等行业。 在电子行业整体表现方面，8月13日该行业上涨2.01%，主力资金净流出4.33亿元。不过东山精密获得主 力资金净流入5.71亿元，在电子行业个股中排名第二。 截至2025年8月13日15时，东山精密股价报59.50元，较前一交易日上涨2.87元。当日开盘价为55.90元， 最高触及59.80元，最低下探53.91元，成交量为904280手，成交金额达52.13亿元。 ...

电子行业资金流出榜 电子行业今日上涨2.01%，全天主力资金净流出4.33亿元，该行业所属的个股共467只，今日上涨的有 315只，涨停的有7只；下跌的有138只，跌停的有2只。以资金流向数据进行统计，该行业资金净流入的 个股有176只，其中，净流入资金超亿元的有19只，净流入资金居首的是沪电股份，今日净流入资金 9.01亿元，紧随其后的是东山精密、豪威集团，净流入资金分别为5.71亿元、4.55亿元。电子行业资金 净流出个股中，资金净流出超亿元的有20只，净流出资金居前的有福日电子、寒武纪、海光信息，净流 出资金分别为4.36亿元、4.05亿元、3.70亿元。（数据宝） 电子行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002463 | 沪电股份 | 10.00 | 5.73 | 90112.83 | | 002384 | 东山精密 | 5.07 | 6.52 | 57145.16 | | 603501 | 豪威集团 | 3.01 | 2.69 | 45506.32 | | 6 ...

| 605228 | 神通科 | 6 | 0.58 | 5.47 | 27.27 | | --- | --- | --- | --- | --- | --- | | | 技 | | | | | | 000993 | 闽东电 | 5 | 0.58 | 4.21 | 5.26 | | | 力 | | | | | | 301258 | 富士莱 | 5 | 0.57 | 5.31 | 9.76 | | 000524 | 岭南控 | 6 | 0.57 | 3.72 | 5.06 | | | 股 | | | | | | 000423 | 东阿阿 | 5 | 0.55 | 4.12 | -1.38 | | | 胶 | | | | | | 000592 | 平潭发 | 5 | 0.54 | 6.75 | 1.34 | | | 展 | | | | | | | 神火股 | | | | | | 000933 | 份 | 5 | 0.51 | 2.55 | 4.97 | | 002723 | 小崧股 | 7 | 0.46 | 6.66 | 14.73 | | | 份 | | | | | | 688004 | 博汇科 | 5 | 0. ...

截至8月13日收盘，共封装光学(CPO)概念上涨2.83%，位居概念板块涨幅第4，板块内，84股上涨，光 库科技、罗博特科等20%涨停，三环集团、新易盛、中际旭创等涨幅居前，分别上涨15.51%、15.45%、 11.66%。跌幅居前的有炬光科技、德明利、沃格光电等，分别下跌3.65%、2.03%、1.99%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 5.58 | 中韩自贸区 | -0.98 | | 液冷服务器 | 3.24 | 数字水印 | -0.58 | | PEEK材料 | 2.84 | 自由贸易港 | -0.48 | | 共封装光学(CPO) | 2.83 | 煤化工概念 | -0.45 | | PET铜箔 | 2.72 | 养鸡 | -0.44 | | 铜缆高速连接 | 2.67 | 可燃冰 | -0.40 | | 光纤概念 | 2.55 | 猪肉 | -0.38 | | 中船系 | 2.50 | 航运概念 | -0.37 | | 光刻机 | 2.49 | 互联网保险 | ...

今日东山精密（002384）涨6.39%，收盘报55.64元。 东山精密（002384）个股概况： | 财务摘要 | 东山精密2025年—季报显示，公司主营收入86.02亿元，同比上升11.07%； 归 母净利润4.56亿元，同比上升57.55%；扣非净利润3.97亿元，同比上升51.8 | | --- | --- | | | 3%;负债率58.26%,投资收益-575.65万元,财务费用694.13万元,毛利率1 4.13%。 | | 机构评级 | 该股最近90天内共有11家机构给出评级，买入评级11家；过去90天内机构目 标均价为45.84。 | | 融资融券 | 近3个月融资净流入1676.28万,融资余额增加;融券净流出1327.3万,融券 余额减少。 | 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 2025年6月16日，民生证券研究员方竞,宋晓东发布了对东山精密的研报《事件点评：算力追光者，东山 精密收购索尔思光电》，该研报对东山精密给出"买入"评级。研报中预计公司25-27年归母净利润为 26.84/36.40/46 ...

Group 1 - The China Securities Consumer Electronics Theme Index (931494) has risen by 2.18% as of August 12, 2025, with notable increases in constituent stocks such as Cambrian (688256) up 20.00%, Chipone (688521) up 7.43%, and Industrial Fulian (601138) up 7.21% [1] - The Consumer Electronics ETF (561600) has increased by 2.12%, with the latest price reported at 0.92 yuan [1] - The index tracks 50 listed companies involved in component production and brand design in the consumer electronics sector, reflecting the overall performance of these securities [1] Group 2 - As of July 31, 2025, the top ten weighted stocks in the China Securities Consumer Electronics Theme Index account for 51.57% of the index, including Luxshare Precision (002475), SMIC (688981), BOE Technology (000725), and Cambrian (688256) [1]

Group 1 - The main focus of the article is on the top 20 stocks that have seen significant inflows of capital as of August 12, with specific amounts listed for each stock [1] - The stock with the highest inflow is Hanwha U, attracting 1.378 billion yuan, followed by Xinyi Sheng with 704 million yuan [1] - Other notable stocks include Furi Electronics with 562 million yuan, Zhongji Xuchuang with 463 million yuan, and China Great Wall with 415 million yuan [1] Group 2 - The total inflow amounts for the top 20 stocks indicate strong investor interest, with the cumulative inflow reaching several billion yuan [1] - The data reflects a diverse range of sectors represented among the top stocks, suggesting varied investment opportunities [1] - The presence of technology and electronics companies, such as Industrial Fulian and Fenghuo Electronics, highlights the ongoing interest in these industries [1]

Core Viewpoint - Dongshan Precision announced the release of share pledges by its controlling shareholders, which may indicate a positive outlook for the company's financial stability and shareholder confidence [2]. Share Pledge Details - The company received notifications regarding the release of share pledges from its controlling shareholders, Yuan Yonggang and Yuan Yongfeng [2]. - On August 8, Yuan Yonggang released 6.8571 million shares and 9.1429 million shares from pledge [2]. - As of the announcement date, Yuan Yongfeng has pledged approximately 81.7967 million shares, accounting for 33.05% of his total holdings, while Yuan Yonggang has pledged about 113 million shares, representing 37.27% of his total holdings [2]. Revenue Composition - For the year 2024, Dongshan Precision's revenue composition is as follows: manufacturing of computers, communications, and other electronic devices accounts for 99.21%, while other businesses contribute 0.79% [2].

PCB产能加速扩建，但产能释放效率仍滞后于AI需求增速 智通财经APP获悉，中金发布研报称，海外算力需求高企，驱动PCB量价齐升，市场规模迅速扩容，预 计2025/2026年AI PCB市场规模有望达56/100 亿美元。尽管国内PCB厂商正加速扩产，高端产能释放效 率仍将滞后于需求增速，供需缺口仍将持续存在，此外新工艺迭代升级有望带来全新的市场需求增量。 建议关注有望受益于本轮AI驱动带来较大PCB/CCL需求增量的供应商。 中金主要观点如下： AI算力硬件架构升级，驱动高端HDI及高多层板需求快速增长 中金认为，全球算力需求呈系统性扩张，GPU及ASIC正经历显著放量，同时叠加高频高速等材料(M9、 石英布等)的应用与高阶高多层的设计有望显著提升单板价值量，驱动PCB行业量价齐升。对海外算力 芯片(GPU+ASIC)及网络通讯设备(交换机+光模块)需求进行梳理，测算得2025、2026年AI相关PCB市场 规模总量有望达56/100亿美元。 生益科技(600183.SH)、深南电路(002916.SZ)、兴森科技(002436.SZ)、鹏鼎控股(002938.SZ)、东山精密 (002384.SZ)、胜宏 ...