Quantitative Models and Construction Methods - **Model Name**: Real-time Public Fund Positioning **Model Construction Idea**: This model estimates the real-time positioning of public funds based on publicly available market information such as fund net value, disclosed holdings, and research activities[3][20] **Model Construction Process**: The process involves complex data processing of public market information, including fund net value, disclosed holdings, and research activities. Detailed methodology is referenced in the report "偏股混合型基金指数（885001.WI）：优势、复制与超越"[20] - **Model Name**: ETF Fund Positioning **Model Construction Idea**: This model tracks the dynamics of ETF fund holdings as a key indicator of market fund flows, reflecting the growing importance of index investment in the A-share market[3][21] **Model Construction Process**: The model calculates the proportion of ETF holdings relative to the market capitalization of PCB sector stocks. As of Q2 2025, the total scale of public ETF funds exceeded 4.3 trillion yuan, with ETF holdings in the PCB sector at a historical high, accounting for 2.6% of the sector's market capitalization[21][23] - **Model Name**: Financing Balance Dynamics **Model Construction Idea**: This model uses financing balance as a proxy for investor sentiment, where an increase in financing balance indicates a bullish outlook on the market[3][25] **Model Construction Process**: The model tracks the total amount of outstanding financing in margin trading. The PCB sector's financing balance is at a historical high, while the short-selling balance remains at a low level[25][27] - **Model Name**: Chip Yield Characteristics **Model Construction Idea**: This model evaluates the profitability of the PCB sector based on chip yield, which measures the return of current prices relative to historical chip costs. It identifies momentum effects in strong markets and reversal effects in weak markets[3][26] **Model Construction Process**: The model estimates the average holding cost of funds at different price levels and calculates chip yield as the return of current prices relative to historical chip costs. The PCB sector's current profitability is 22.95%[26][28] Model Backtesting Results - **Real-time Public Fund Positioning**: No specific quantitative backtesting results provided - **ETF Fund Positioning**: ETF holdings account for 2.6% of the PCB sector's market capitalization[23] - **Financing Balance Dynamics**: Financing balance is at a historical high, while short-selling balance is at a low level[25][27] - **Chip Yield Characteristics**: Current profitability of the PCB sector is 22.95%[26][28] Quantitative Factors and Construction Methods - **Factor Name**: Chip Yield **Factor Construction Idea**: This factor measures the profitability of the PCB sector based on the return of current prices relative to historical chip costs[3][26] **Factor Construction Process**: The factor is calculated as the return of current prices relative to historical chip costs. It reflects momentum effects in strong markets and reversal effects in weak markets. The PCB sector's current chip yield is 22.95%[26][28] Factor Backtesting Results - **Chip Yield**: Current profitability of the PCB sector is 22.95%[26][28]

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 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： | 股东 | 是否为控股股 东或第一大股 | 本次质押股 | 占其所 | 占公 司总 | 是否为限售 | 是否为补 | 质押 | 质押 | | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 份数量（万 | 持股份 | | | | | | 质权人 | | | 名称 | 东及其一致行 | 股） | 比例 | 股本 | 股 | 充质押 | 起始日 | 到期日 | | 用途 | | | 动人 | | | 比例 | | | | | | | | 袁永峰 | 是 | 800 | 3.23% | 0.44% | 高管锁定股 | ...

作者：金股通 截至8月1日收盘回顾，主力资金流出前20的股票分别为：新易盛（-14.68亿元）、北方稀土（-12.50亿 元）、天风证券（-12.07亿元）、药明康德（-8.96亿元）、盛和资源（-8.70亿元）、东芯股份（-8.12亿 元）、中际旭创（-6.84亿元）、工业富联（-6.66亿元）、英维克（-6.63亿元）、胜宏科技（-6.56亿 元）、浪潮信息（-6.46亿元）、东山精密（-5.60亿元）、拓维信息（-5.46亿元）、西藏天路（-5.33亿 元）、包钢股份（-5.23亿元）、兴森科技（-5.00亿元）、易点天下（-4.84亿元）、长城军工（-4.75亿 元）、南兴股份（-4.45亿元）、中国电建（-4.40亿元）。 本文源自：金融界 ...

Key Points - The main focus of the article is on the significant outflow of capital from the top 20 stocks as of August 1, with specific amounts listed for each stock [1][2] Group 1: Capital Outflow - The stock with the highest capital outflow is Xinyi Technology, with an outflow of 1.442 billion yuan [1] - Northern Rare Earth follows with a capital outflow of 982 million yuan [1] - Tianfeng Securities experienced an outflow of 855 million yuan [1] - WuXi AppTec saw a capital outflow of 787 million yuan [1] - Other notable outflows include Zhongji Xuchuang (660 million yuan), Inspur Information (640 million yuan), and Shenghong Technology (626 million yuan) [1] - The total outflows from these stocks indicate a trend of capital withdrawal from the market [1]

Core Viewpoint - The article highlights the strong performance of brokerage "gold stocks" in July, with all 30 brokerage gold stock combinations showing positive returns, indicating a robust recovery in the A-share market [2][9]. Brokerage Performance - Ping An Securities' gold stock combination achieved the highest return of 16.57% in July, followed by Kaiyuan Securities at 13.57% and Caitong Securities at 12.93% [3][9][10]. - Notably, all brokerage gold stock combinations recorded positive returns, with several brokerages, including China Merchants Securities and Galaxy Securities, also exceeding 10% returns [9][10]. Top Performing Stocks - The best-performing stock was Kangchen Pharmaceutical, recommended by Ping An Securities, which surged by 106.74% in July [4][6]. - Other notable stocks included Borui Pharmaceutical (82.05%), Kangfang Biotech (68.13%), and Yuandong Biotech (56.60%), all showing significant monthly gains [6][7]. August Strategy - Brokerages are adopting an aggressive strategy for August, focusing on technology growth stocks and cyclical stocks benefiting from mid-year performance reports [12][15]. - The market outlook is optimistic, driven by expectations of recovering corporate ROE and a favorable policy environment, suggesting a continued upward trend in A-shares [15]. Common Recommendations - Several stocks received multiple recommendations from brokerages for August, including Dongfang Caifu, Muyuan Foods, and Wanhua Chemical, each recommended by four different brokerages [16][19]. - The rationale for recommending Dongfang Caifu includes the potential for the securities sector to enter a main upward trend, while Muyuan Foods is recognized for its leading position in the pig farming industry [16][19].

专利摘要显示，本实用新型提供了一种卷料装卸组件，其中，包括上下料装置及移动车，所述上下料装 置包括安装轴及移动单元，所述移动单元用于作用在卷芯上并将卷芯安装到或脱离所述安装轴；所述移 动车包括车体、升降单元及设于车体上的支撑平台，所述车体能够靠近和远离所述移动单元并具有对应 于移动单元的装料位及卸料位，所述支撑平台通过所述升降单元与所述车体相连接，所述支撑平台上设 置有用于支撑所述卷芯的第一支撑件及第二支撑件，所述移动车可在所述卸料位上将所述卷芯转移至所 述第一支撑件上，并在所述装料位将所述第二支撑件上的所述卷芯转移至所述移动单元上。 天眼查资料显示，苏州东山精密制造股份有限公司，成立于1998年，位于苏州市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本170591.371万人民币。通过天眼查大数据分 析，苏州东山精密制造股份有限公司共对外投资了37家企业，参与招投标项目34次，财产线索方面有商 标信息66条，专利信息342条，此外企业还拥有行政许可55个。 金融界2025年8月1日消息，国家知识产权局信息显示，苏州东山精密制造股份有限公司取得一项名 为"一种卷料装卸组件"的专利，授 ...

截至7月31日收盘，76家上市公司现价较定增发行价涨幅（后复权）平均值为63.74%。 2025年前七个月，定增市场较去年同期明显活跃，定增数量与募资额双双增长。Wind数据显示，截至7 月31日（按照定增股份上市日统计，下同），今年有76家上市公司定增落地，实际募资金额达6633.02 亿元，2024年同期这两项数据分别为67家、864.6亿元，其中募资金额同比增长667.7%。 另有14家公司的定增是为融资收购其他资产，中航成飞和国泰海通在列，赛力斯、富乐德的融资金额分 别达81亿元、61亿元。有的公司是为同业并购，有的是收购产业链上下游资产。 值得注意的是，伴随着指数不断走高，今年发行的定增股票收益率水涨船高。Wind数据显示，截至7月 31日收盘，76家上市公司的现价较定增发行价涨幅（后复权）平均值为63.74%。中航成飞、东山精 密、罗博特科等实现300%以上涨幅，富乐德、信捷电气、中国软件、三变科技等个股的最新收盘价也 较定增价格翻倍。 "中邮交建"四家大型银行年内合计定增融资5200亿元，是推动定增市场融资金额同比大幅增长的主要原 因。此外，年内已经落地的40亿元规模以上的定增数量也较去年同期明 ...

从资金流向上来看，当日元件板块主力资金净流出5.81亿元，游资资金净流入1.5亿元，散户资金净流入 4.31亿元。元件板块个股资金流向见下表： 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。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688183 | 生益电子 | 53.17 | 6.11% | 40.31万 | 22.13 乙 | | 600183 | 生益科技 | 42.92 | 3.80% | 45.23万 | 19.44 Z | | 300657 | 弘信电子 | 29.61 | 3.42% | 47.86万 | 14.18亿 | | 002463 | 沪电股份 | 56.27 | 3.29% | 83.61万 | 47.46亿 | | 300319 | 麦捷科技 | 11.45 | 3.15% | 51.43万 | 5.78亿 | | 002384 | 东山精密 | 58.49 | 3.14% | 95. ...

证券时报·数据宝统计显示，东山精密所属的电子行业，目前整体涨幅为0.93%，行业内，目前股价上涨 的有407只，涨幅居前的有N鼎佳、东芯股份、思泉新材等，涨幅分别为446.59%、17.99%、15.84%。股 价下跌的有65只，跌幅居前的有阿石创、容大感光、*ST华微等，跌幅分别为4.09%、3.10%、2.42%。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 两融数据显示，该股最新（7月30日）两融余额为34.22亿元，其中，融资余额为34.12亿元，近10日减少 11.46亿元，环比下降25.14%。 （文章来源：证券时报网） 公司7月21日在交易所互动平台披露，截至最新（7月20日）股东户数为74658户，较上期（7月10日）增 加12757户，环比增长20.61%。 东山精密股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有12个交易日股价刷新历史 纪录。截至09:33，该股目前上涨5.20%，股价报59.66元，成交1753.22万股，成交金额10.49亿元，换手 率1.26%，该股最新A股总市值达1092.74亿元，该股A股流通市值827.08亿元。 公司发布的一季报 ...

Core Viewpoint - The A-share market shows mixed performance with the Shanghai Composite Index down by 0.41%, while sectors like telecommunications, electronics, and defense are performing well, indicating a shift in market focus towards specific growth areas [1]. Industry Summary - The consumer electronics sector is experiencing growth, with the Consumer Electronics ETF (159732.SZ) rising by 0.68%. Key stocks within this ETF, such as Jingsheng Electronics, Dongshan Precision, and Jingce Electronics, have seen significant increases in their share prices, ranging from 2.25% to 4.13% [1]. - The foldable smartphone market is projected to reach 19.8 million units by 2025, maintaining a penetration rate of approximately 1.6%, which reflects a slowdown in growth compared to previous years. However, advancements in technology and price reductions are driving foldable phones to become a focal point in the mid-to-high-end market [1]. - Major manufacturers are accelerating the development of new products and expanding their product lines and price ranges in preparation for a potential market explosion in 2026 [1]. - Traditional smartphones are entering a saturation phase, with foldable screens defining a new form of smart devices. Apple’s entry into the foldable screen market is expected to accelerate the adoption of foldable smartphones and drive innovation within the foldable supply chain [1]. Company Summary - The Consumer Electronics ETF (159732) tracks the Guozheng Consumer Electronics Index and primarily invests in 50 A-share listed companies involved in the consumer electronics industry, focusing on high-attention sectors such as electronic manufacturing, semiconductors, and optical electronics [1].