| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002384 | 东山精密 | 72.17 | -4.42% | 57.03万 | | 41.20亿 | | 002636 | 金安国纪 | 17.16 | -3.16% | 63.21万 | | 10.92亿 | | 300975 | 商络电子 | 15.21 | -2.69% | 87.64万 | | 13.58亿 | | 300814 | 中富电路 | 69.20 | -2.64% | 15.42万 | | 10.92亿 | | 605258 | 协和电子 | 35.21 | -2.17% | 3.24万 | | 1.15亿 | | 301628 | 强达电路 | 92.10 | -2.11% | 2.26万 | | 2.09亿 | | 300964 | 本川智能 | 55.89 | -2.08% | 5.99万 | | 3.35亿 | | 603920 | 世运电路 | 40.29 | -1.27% | 18.29万 | | ...

Core Insights - Lixun Precision indicates that the consumer electronics industry will enter a new innovation cycle driven by AI by 2025, with products like AI phones, smart acoustics, and wearable devices gaining traction [1] - The low price point of consumer electronics makes them suitable for rapid adoption, positioning them as one of the first scenarios for AI applications [1] - The domestic consumer electronics supply chain is well-established, making it a preferred partner for developing new AI products, with multiple AI glasses expected to launch in the near future [1] Market Performance - As of November 13, 2025, the CSI Consumer Electronics Theme Index (931494) rose by 0.44%, with notable increases in stocks such as Zhaoyi Innovation (up 9.33%) and Beijing Junzheng (up 5.59%) [1] - The Consumer Electronics ETF (561600) increased by 0.50%, with a recent price of 1.2 yuan, and has seen a cumulative rise of 30.46% over the past three months [1] Tracking Accuracy - The Consumer Electronics ETF has a tracking error of 0.020% over the past month, closely following the CSI Consumer Electronics Theme Index [2] - The index comprises 50 listed companies involved in component production and brand design within the consumer electronics sector, with the top ten stocks accounting for 56.3% of the index [2] Top Weighted Stocks - The top ten weighted stocks in the CSI Consumer Electronics Theme Index include Lixun Precision, Cambrian, and Industrial Fulian, with Lixun Precision holding a weight of 9.34% despite a recent decline of 0.66% [3]

Core Viewpoint - As of November 12, the total market financing balance is 2.48 trillion yuan, showing a decrease of 30.78 million yuan from the previous trading day, indicating a slight contraction in market financing activity [1]. Group 1: Market Financing Overview - The financing balance in the Shanghai market is 1.26 trillion yuan, down by 23.23 million yuan from the previous day [1]. - The financing balance in the Shenzhen market is 1.22 trillion yuan, decreasing by 7.01 million yuan [1]. - The financing balance in the Beijing Stock Exchange is 7.84 billion yuan, with a reduction of 5.454 million yuan [1]. Group 2: Individual Stock Performance - On November 12, 1,520 stocks received net financing purchases, with 411 stocks having net purchases exceeding 10 million yuan, and 29 stocks exceeding 100 million yuan [1]. - The top net purchase stock is Zhongji Xuchuang, with a net purchase of 1.06 billion yuan, followed by China Aluminum and Dongshan Precision with net purchases of 546 million yuan and 394 million yuan, respectively [1]. - The industries with the highest concentration of stocks receiving net purchases over 100 million yuan include electronics, power equipment, and pharmaceuticals, with 9, 2, and 2 stocks respectively [1]. Group 3: Financing Balance and Market Capitalization - The average financing balance as a percentage of circulating market value for stocks with significant net purchases is 3.89% [2]. - Jianghuai Automobile has the highest financing balance at 10.19% of its circulating market value, followed by World and ZTE with 7.19% and 7.01%, respectively [2]. - The detailed ranking of net purchases on November 12 includes Zhongji Xuchuang with a 5.06% increase, China Aluminum with a 6.65% increase, and Dongshan Precision with a slight decrease of 0.51% [2].

Core Viewpoint - Dongshan Precision experienced a decline of 5.01% on November 12, with a stock price of 72.10 CNY per share and a total market capitalization of 132.06 billion CNY [1] Company Overview - Dongshan Precision Manufacturing Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on October 28, 1998. The company went public on April 9, 2010. Its main business includes the manufacturing and service of precision sheet metal parts and precision castings, as well as flexible circuit board design, production, and sales [1] - The revenue composition of the company is as follows: electronic circuit products 65.23%, touch panels and LCD display modules 17.98%, precision components 13.93%, LED display devices 1.69%, and others 1.17% [1] Shareholder Information - The top circulating shareholder of Dongshan Precision includes a fund from Ruifeng Fund, specifically Ruifeng Growth Value Mixed A (007119), which entered the top ten circulating shareholders in the third quarter with 21.34 million shares, accounting for 1.54% of circulating shares. The estimated floating loss today is approximately 81.1 million CNY [2] - Ruifeng Growth Value Mixed A (007119) was established on March 26, 2019, with a latest scale of 21.39 billion CNY. Year-to-date returns are 58.33%, ranking 531 out of 8147 in its category; the one-year return is 50.3%, ranking 494 out of 8056; and since inception, the return is 89.24% [2] Fund Manager Information - The fund managers of Ruifeng Growth Value Mixed A (007119) are Fu Pengbo and Zhu Lin. Fu has a cumulative tenure of 16 years and 304 days, with the fund's total asset scale at 23.63 billion CNY, achieving a best return of 429.69% and a worst return of -3.8% during his tenure [3] - Zhu has a cumulative tenure of 6 years and 234 days, with the same fund asset scale of 23.63 billion CNY, achieving a best return of 91.85% and a worst return of 86.83% during his tenure [3] Fund Holdings - Ruifeng Growth Value Mixed A (007119) has Dongshan Precision as one of its top holdings, with 21.34 million shares, representing 6.46% of the fund's net value, making it the seventh-largest holding. The estimated floating loss today is approximately 81.1 million CNY [4]

Core Viewpoint - Dongshan Precision experienced a 2.53% increase in stock price on November 11, with a trading volume of 6.968 billion yuan, indicating strong market interest and activity [1] Financing Summary - On November 11, Dongshan Precision had a financing buy-in amount of 1.086 billion yuan and a financing repayment of 893 million yuan, resulting in a net financing buy of 193 million yuan [1] - The total financing and securities balance for Dongshan Precision reached 6.767 billion yuan, with the current financing balance of 6.755 billion yuan accounting for 5.22% of the circulating market value, indicating a high level compared to the past year [1] - The company had a securities lending repayment of 4,300 shares and a securities lending sell of 17,200 shares, with a total sell amount of 1.3055 million yuan, while the securities lending balance was 11.7645 million yuan, which is below the 50th percentile of the past year [1] Business Performance - As of October 31, Dongshan Precision had 106,700 shareholders, a decrease of 7.43% from the previous period, while the average circulating shares per person increased by 8.02% to 12,996 shares [2] - For the period from January to September 2025, Dongshan Precision reported a revenue of 27.071 billion yuan, a year-on-year increase of 2.28%, and a net profit attributable to shareholders of 1.223 billion yuan, reflecting a year-on-year growth of 14.61% [2] Dividend Information - Since its A-share listing, Dongshan Precision has distributed a total of 1.544 billion yuan in dividends, with 731 million yuan distributed over the past three years [3] Shareholding Structure - As of September 30, 2025, the largest circulating shareholder of Dongshan Precision was Hong Kong Central Clearing Limited, holding 68.7123 million shares, an increase of 5.2492 million shares from the previous period [3] - New institutional shareholders include Ruiyuan Growth Value Mixed A and Xingquan Helun Mixed A, holding 21.3417 million shares and 11.7753 million shares respectively [3]

Group 1 - The company, Dongshan Precision (002384), announced on November 11 that it will increase support for Sols, aiming to assist in its future high-quality development [1]

Group 1 - The Tonghuashun Fruit Index concept fell by 1.68%, ranking among the top declines in the concept sector, with notable declines in companies such as Lante Optics, Industrial Fulian, and Lens Technology [1] - The leading gainers in the concept sector included Dongshan Precision, Zhuhai Guanyu, and Desay Battery, with increases of 2.53%, 0.43%, and 0.21% respectively [1] - The concept sectors with the highest gains included Cultivated Diamonds at 6.08% and Perovskite Batteries at 2.98%, while sectors like Chinese AI 50 and Internet Insurance saw declines of 1.76% and 1.43% respectively [1] Group 2 - The Tonghuashun Fruit Index concept experienced a net outflow of 3.492 billion yuan, with 15 stocks seeing net outflows, and 7 stocks with outflows exceeding 100 million yuan [1] - Industrial Fulian had the highest net outflow of 1.462 billion yuan, followed by Luxshare Precision, Lingyi Technology, and GoerTek with outflows of 620 million yuan, 453 million yuan, and 450 million yuan respectively [1] - The stocks with the highest net inflows included Dongshan Precision, Xunwei Communication, and Zhongshi Technology, with inflows of 461 million yuan, 8.196 million yuan, and 1.444 million yuan respectively [2]

Core Insights - A new private equity firm, Zhangjiagang Qindao Dongwo Equity Investment Partnership (Limited Partnership), has been established with a capital contribution of 31 million yuan [1] - The firm's business scope includes private equity investment, investment management, and asset management activities [1] - The partnership is jointly held by Shenzhen Qindao Dongchuang Investment Partnership (Limited Partnership) and Shenzhen Qindao Capital Management Co., Ltd., both of which are subsidiaries of Dongshan Precision [1]

Group 1 - The core point of the article highlights a significant increase in the optical module (CPO) index, which surged by 3% during intraday trading, indicating strong market activity in this sector [1] - Major constituent stocks of the CPO index showed active performance, with Shijia Photon hitting the daily limit up, while Changguang Huaxin, Yuanjie Technology, Dongshan Precision, and Changxin Bochuang also recorded notable gains [1]

Group 1 - CPO concept stocks experienced a surge, with KuaChuan Technology hitting the daily limit [1] - Shijia Photon increased by over 17% [1] - Other notable gainers include Robotec, SuiRui New Materials, HuiLv Ecology, and Dongshan Precision, which also saw significant increases [1]