证券代码：002384 证券简称：东山精密 公告编号：2025-051 苏州东山精密制造股份有限公司 关于公司控股股东部分股份质押及解除质押的公告 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。 苏州东山精密制造股份有限公司（以下简称"公司"）于近日收到公司控股 股东、实控人袁永刚部分股份质押及解除质押的通知。具体情况如下： | 股东 | 是否为控股股东 | 本次质押股 | 占其所持 | 占公司 | | 是否为补 | 质押 | 质押 | | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 或第一大股东及 | 份数量（万 | 股份比例 | 总股本 | 是否为限售股 | 充质押 | 起始日 | 到期日 | 质权人 | 用途 | | | 其一致行动人 | 股） | | 比例 | | | | | | | | 袁永刚 | 是 | 850 | 2.81% | 0.46% | 高管锁定股 | 否 | 2025-8-1 | 质权人解除质 | 中信证券股份有 | 置换 ...

湘财证券研报指出，2025年以来，消费电子延续复苏态势，人工智能技术的进步推动 AI 基建需求维持 高景气，同时，AI 技术在终端上的落地推动端侧硬件升级，推动端侧SOC、散热材料等零部件赛道景 气度高企。折叠屏手机新品不断发布，性能不断改善，价格持续下探，苹果有望发布折叠iPhone，推动 折叠屏手机渗透率持续提升，看好AI基建、端侧SOC、折叠屏手机供应链的投资机会。 消费电子ETF（159732）跟踪国证消费电子指数，主要投资于业务涉及消费电子产业的50家A股上市公 司，行业主要分布于电子制造、半导体、光学光电子等市场关注度较高的主流板块。其场外联接基金 为，A类：018300；C类：018301。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 8月4日临近午盘，A股三大指数走势分化，上证指数盘中上涨0.11%，国防军工、银行、机械设备等板 块涨幅靠前，医药生物、商贸零售跌幅居前。消费电子个股分化，截至10:59，消费电子ETF （159732.SZ）下跌0.81%，其成分股传音控股上涨3.65%，圣邦股份上涨2.52%，和而泰上涨1.75%，安 克创新上涨1.61%。然而，东 ...

截至8月4日开盘一小时，主力资金流出前20的股票分别为：中际旭创（-4.43亿元）、海康威视（-3.53 亿元）、胜宏科技（-2.73亿元）、西藏天路（-2.59亿元）、天府文旅（-2.50亿元）、药明康德（-2.41 亿元）、比亚迪（-2.34亿元）、步步高（-2.32亿元）、捷佳伟创（-2.29亿元）、东芯股份（-2.25亿 元）、上海电影（-2.11亿元）、安科生物（-2.02亿元）、新易盛（-1.85亿元）、深桑达Ａ（-1.78亿 元）、东山精密（-1.78亿元）、天孚通信（-1.77亿元）、中国电影（-1.58亿元）、万兴科技（-1.57亿 元）、昆仑万维（-1.56亿元）、通威股份（-1.43亿元）。 本文源自：金融界 作者：金股通 ...

5. 2025 年 5 月与苹果、英伟达签订新一代 Vision Pro 供应链备忘录，锁定未来三年订单规模超 300 亿 元。 蓝思科技中国区总裁、董秘江南： 在苹果供应链的生态圈层中，一批兼具专业背景与实战经验的"明星董秘"正脱颖而出，在消费电子的周 期波动中，书写着中国电子制造企业的突围故事。他们以对行业的深刻理解、对资本市场的精准把控， 推动企业穿越周期，实现市值稳步增长，展现了卓越的战略眼光、市场管理能力和资本运作水平。本文 通过盘点果链市值前五位董秘的成功经验，为上市公司提供治理与价值创造的参考范本。 立讯精密董秘黄大伟： 1. 任期从2024 年 2 月 A股市值跌至1180 亿元，仅用 8 个月反弹至 2025 年 5 月 2270 亿元新高，区间最 大涨幅 92%，稳居果链市值第一位。 2. 主导完成 2024 年 120 亿元可转债发行，票面利率 0.2%，创消费电子行业最低票面纪录，机构认购倍 数 5.8 倍。 3. 2024 年度股东大会首次实现线上+线下全球双语直播，参会机构数由 2023 年的 87 家增至 264 家，境 外长线资金持股比例由 18% 提升至 34%。 4. 搭建 ...

Group 1 - A total of 2,090 stocks received net financing purchases this week, with 1,103 stocks having net purchases exceeding 10 million yuan [1] - 118 stocks had net purchases exceeding 100 million yuan, and 5 stocks had net purchases exceeding 1 billion yuan [1] - New Yisheng topped the list with a net purchase amount of 1.6 billion yuan, followed by Ningde Times, WuXi AppTec, and Kweichow Moutai with net purchases of 1.351 billion yuan, 1.123 billion yuan, and 1.067 billion yuan respectively [1] Group 2 - CITIC Securities, Dongshan Precision, and Muyuan Foods experienced the highest net sell-offs, with amounts of 1.18 billion yuan, 714 million yuan, and 344 million yuan respectively [1]

Group 1 - A total of 2090 stocks received net financing purchases this week, with 1103 stocks having net purchases exceeding 10 million yuan, 118 stocks exceeding 100 million yuan, and 5 stocks exceeding 1 billion yuan [1] - New Yisheng topped the list with a net purchase amount of 1.6 billion yuan, followed by Ningde Times, WuXi AppTec, and Kweichow Moutai with net purchases of 1.351 billion yuan, 1.123 billion yuan, and 1.067 billion yuan respectively [1] - CITIC Securities, Dongshan Precision, and Muyuan Foods experienced the highest net sell-offs, with amounts of 1.18 billion yuan, 714 million yuan, and 344 million yuan respectively [1]

Market Overview - The Shanghai Composite Index closed at 3593.66 points with a weekly increase of +1.67% [1] - The Shenzhen Component Index closed at 11168.14 points with a weekly increase of +2.33% [1] - The ChiNext Index closed at 2340.06 points with a weekly increase of +2.76% [1] - The CSI 300 Index closed at 4127.16 points with a weekly increase of +1.69% [1] - The CSI Artificial Intelligence Index closed at 1479.24 points with a weekly increase of +1.72%, aligning with the overall market trend [1] Technology Sector Insights - Dongshan Precision announced an investment of up to $1 billion for a high-end printed circuit board (PCB) project to meet long-term demand in high-performance servers and AI applications [1] - The investment aims to enhance existing capacity and build new capacity, focusing on high-density interconnect and advanced technology products [1] - The PCB industry is shifting towards high-value products, and this investment is expected to strengthen the company's leading position in the PCB sector [1] Alphabet Financial Performance - Alphabet reported Q2 2025 revenue of $96.428 billion, a 14% year-over-year increase, exceeding market expectations [2] - Non-GAAP net profit for the quarter was $28.196 billion, up 19% year-over-year [2] - The search business generated $54.190 billion in revenue, a 12% increase, with AI Overviews reaching over 2 billion monthly active users [2] - Cloud business revenue was $13.624 billion, a 32% increase, with OpenAI utilizing Google Cloud for ChatGPT services [2] - Capital expenditures are projected to rise from $75 billion to $85 billion in 2025, with further increases expected in 2026 [2] Microsoft Financial Performance - Microsoft reported Q4 FY2025 revenue of $76.441 billion, an 18% year-over-year increase, surpassing market expectations [3] - Net profit increased by 24% to $27.233 billion [3] - Azure cloud revenue exceeded $75 billion for the first time, growing 34% year-over-year [3] - Capital expenditures for the quarter totaled $24.2 billion, a 27% increase, with full-year capital expenditures around $81.4 billion [3] Meta Financial Performance - Meta's Q2 2025 revenue reached $47.52 billion, a 22% year-over-year increase, with net profit of $18.34 billion, up 36% [4] - The company is enhancing advertising efficiency through generative AI, with nearly 2 million advertisers using its AI tools [4] - Capital expenditures for 2025 are projected between $66 billion and $72 billion, focusing on talent, infrastructure, and AI development [4] Investment Recommendations - Focus on PCB, ODM, AIOT, and AIDC sectors for potential investment opportunities [5] - PCB sector is expected to benefit from increased AI server shipments; recommended companies include Shenghong Technology, Huitian Technology, and Shengyi Technology [5] - The semiconductor sector is poised for growth due to trade barriers; recommended companies include Chipone Technology, Aojie Technology, and North Huachuang [5] - AI new consumption scenarios are anticipated to explode; recommended companies include Tailin Micro and Hengxuan Technology [5] - AIDC sector is expected to benefit from major capital expenditures; recommended company is Weichai Heavy Machinery [7] - ODM sector is expected to benefit from domestic AI and Xiaomi's supply chain; recommended companies include Huaqin Technology and Longqi Technology [8]

登录新浪财经APP 搜索【信披】查看更多考评等级 1、本次公司控股股东股份质押是用于置换前期质押，不涉及新增融资安排。 2、截至本公告披露日，公司控股股东所质押的股份不存在平仓风险或被强制过户的情形，亦不会导致 公司实际控制权发生变更，质押风险在可控范围之内。后续若出现平仓风险，公司控股股东将采取包括 但不限于：追加质押股份、追加担保物及追加保证金等措施，以应对上述风险。 苏州东山精密制造股份有限公司（以下简称"公司"）于近日收到公司控股股东、实控人袁永峰、袁永刚 部分股份质押及袁永峰解除质押的通知。具体情况如下： 一、控股股东股份质押的情况 ■ 三、控股股东股份累计质押的情况 截至本公告披露日，公司控股股东所持股份的质押情况如下： ■ 四、其他说明 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8月1日 二、控股股东股份解除质押的情况 ■ 3、公司将持续关注控股股东的股份质押及相关风险情况，并按规定及时做好信息披露工作，敬请广大 投资者注意投资风险。 五、备查文件 1、质押相关文件。 特此公告。 苏州东山精密制造股份有限公司董事会 ...

Group 1 - The shareholders Yuan Yongfeng and Yuan Yonggang pledged a total of 11 million shares of Dongshan Precision, accounting for 0.6% of the total share capital [1] - Yuan Yonglong pledged 8 million shares, representing 3.23% of his holdings and 0.44% of the total share capital, while Yuan Yonggang pledged 3 million shares, representing 0.99% of his holdings and 0.16% of the total share capital [1] - As of the announcement date, Yuan Yonggang has pledged a total of 138 million shares, which is 45.48% of his total holdings, and Yuan Yongfeng has pledged 8.87 million shares, which is 35.82% of his total holdings [1] Group 2 - Dongshan Precision reported a revenue of 8.602 billion yuan for Q1 2025, an increase of 11.07% year-on-year [3] - The net profit attributable to shareholders was 456 million yuan, up 57.55% year-on-year, while the net profit excluding non-recurring items was 397 million yuan, an increase of 51.83% year-on-year [3] - The company has a debt ratio of 58.26%, with investment income of -5.76 million yuan and financial expenses of 6.94 million yuan, while the gross profit margin stands at 14.13% [3] - Dongshan Precision's main business includes the research, production, and sales of electronic circuit products, precision components, touch display modules, and LED display devices [3]

证券代码：002384 证券简称：东山精密 公告编号： | | | | 2025-050 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 苏州东山精密制造股份有限公司 | | | | | | | | | | 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。 | | | | | | | | | | | | | | 苏州东山精密制造股份有限公司（以下简称"公司"）于近日收到公司控股 | | | | | | | | 股东、实控人袁永峰、袁永刚部分股份质押及袁永峰解除质押的通知。具体情况 | | | | | | | | | | | 如下： | | | | | | | | | | | 一、控股股东股份质押的情况 | | | | | | | | | | | 是否为控股股 | | | | 占公 | | | | | | | | | 本次质押股 | 占其所 | | | | | | | | 股东 东或第一大股 | | ...