Group 1 - The company approved a capital increase of 20 million USD for its wholly-owned subsidiary Yancheng Weixin Electronics Co., Ltd., raising its registered capital from 23.499 million USD to 25.499 million USD to support its business development [1][3] - The capital increase will be funded by undistributed profits and does not constitute a related party transaction or a major asset restructuring, thus does not require shareholder approval [1][3] - The purpose of the capital increase is to meet the operational needs of Yancheng Weixin and align with the company's overall strategic development, without significantly impacting the company's financial and operational status [3] Group 2 - The company decided to reduce the capital of its wholly-owned subsidiary Chaowei Microelectronics (Yancheng) Co., Ltd. by 30 million USD, decreasing its registered capital from 10 million USD to 7 million USD to optimize resource allocation [4][5] - This capital reduction also does not constitute a related party transaction or a major asset restructuring, and does not require shareholder approval [4][5] - The reduction aims to better utilize company resources and aligns with the strategic planning and development needs of Chaowei Microelectronics, ensuring the company's healthy and sustainable development [5]

Core Viewpoint - Dongshan Precision (002384) announced a board meeting on June 13, 2025, to approve a capital increase of 20 million USD for its wholly-owned subsidiary, Yancheng Weixin Electronics Co., Ltd [1] Group 1 - The registered capital of Yancheng Weixin will increase from 235 million USD to 255 million USD after the capital increase [1] - The purpose of the capital increase is to meet the operational development needs of Yancheng Weixin and support its business expansion [1] - This capital increase aligns with the company's strategic development plan and long-term interests, and it will not have a significant impact on the company's financial and operational status [1]

Core Viewpoint - Dongshan Precision plans to acquire 100% of Sorsy Optoelectronics for a consideration not exceeding 6.29 billion USD, with total investment amounting to no more than 59.35 billion RMB [1] Group 1 - Dongshan Precision's wholly-owned subsidiary, Hong Kong Chaoyi Group, is set to acquire Sorsy Optoelectronics [1] - The acquisition price is capped at 6.29 billion USD [1] - The company also intends to subscribe to Sorsy Optoelectronics' convertible bonds for up to 1 billion RMB [1] - Upon completion of the transaction, Sorsy Optoelectronics will become a wholly-owned subsidiary of Dongshan Precision [1]

证券代码：002384 证券简称：东山精密 公告编号：2025-039 苏州东山精密制造股份有限公司 关于对全资子公司增资以及对全资子公司减资的公告 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 2025 年 6 月 13 日召 开第六届董事会第二十二次会议，审议通过了《关于对全资子公司盐城维信电子 有限公司增资的议案》和《关于对全资子公司超维微电子（盐城）有限公司减资 的议案》。现将具体情况公告如下： 一、对盐城维信电子有限公司增资事项 （一）交易情况概述 为满足公司全资子公司盐城维信电子有限公司（以下简称"盐城维信"）经营 发展需要，更好地助力其业务拓展，公司决定以未分配利润对盐城维信增资 2,000 万美元，增资完成后其注册资本由 23,499 万美元增加至 25,499 万美元。 根据《深圳证券交易所股票上市规则》《公司章程》等相关规定，本次公司 以未分配利润对盐城维信增资不构成关联交易，亦不构成《上市公司重大资产重 组管理办法》规定的重大资产重组，该事项在董事会权限范围内，无需提交公司 股东会审议 ...

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。 证券代码：002384 证券简称：东山精密 公告编号：2025-040 苏州东山精密制造股份有限公司 股东 名称 是否为控股股 东或第一大股 东及其一致行 动人 本次质押股 份数量（万 股） 占其所 持股份 比例 占公 司总 股本 比例 是否为限售 股 是否为 补充质 押 质押 起始日 质押 到期日 质权人 质押 用途 袁永峰 是 1800 8.09% 1.06% 高管锁定股 否 2025-6-12 质权人解除 质押为止 国泰海通证券 股份有限公司 置换前 期质押 一、控股股东股份质押的情况 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。 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。 苏州东山精 ...

证券代码：002384 证券简称：东山精密 公告编号：2025-038 1、苏州东山精密制造股份有限公司（以下简称"公司"）于 2025 年 6 月 13 日召开第六届董事会第二十二次会议，审议通过《关于对外投资的议案》，同意 公司全资子公司超毅集团（香港）有限公司（以下简称"香港超毅"）拟收购 Source Photonics Holdings (Cayman)Limited（以下简称"索尔思光电"或者"目标公司"） 100%股份（以下简称 "本次收购" ），以及公司认购其可转债，其中索尔思光电 100%股份收购对价不超过 6.29 亿美元；索尔思光电 ESOP（Employee Stock Option Program，员工期权激励计划，包含在本次收购方案中）权益收购对价不超过 0.58 亿美元；为支持索尔思光电经营发展需要以及偿还万通发展认购的可转债，公司 拟认购目标公司不超过 10 亿元人民币的可转债。上述投资金额合计不超过人民 币 59.35 亿元。本次交易完成后，香港超毅将持有索尔思光电 100%股份，索尔 思光电将成为公司全资子公司。 2、经营及未来市场风险。光通信行业技术更新换代快，市场竞争激 ...

证券代码：002384 证券简称：东山精密 公告编号：2025-037 本议案已经公司董事会战略委员会审议通过。 二、审议通过《关于对全资子公司盐城维信电子有限公司增资的议案》。 表决结果：9 票同意、0 票反对、0 票弃权 具体内容详见同日刊登在巨潮资讯网（www.cninfo.com.cn）和公司指定信 息披露报刊的《关于对全资子公司增资以及对全资子公司减资的公告》。 本议案已经公司董事会战略委员会审议通过。 苏州东山精密制造股份有限公司 第六届董事会第二十二次会议决议公告 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"）第六届董事会第二十二 次会议（以下简称"会议"）通知于 2025 年 6 月 6 日以专人送达、邮件等方式发 出，会议于 2025 年 6 月 13 日在公司以现场结合通讯方式召开。会议应到董事 9 人，实到董事 9 人。公司监事、高级管理人员列席了会议。会议由公司董事长袁 永刚先生主持。本次会议的召开符合《中华人民共和国公司法》《公司章程》等 有关法律法规的规定。会议经过讨论审议，以书面投 ...

Summary of Key Points Core Viewpoint - A total of 479 stocks reported their latest shareholder numbers as of June 10, with 202 stocks showing a decline in shareholder numbers compared to the previous period, indicating a trend of decreasing investor interest in certain companies [1][3]. Group 1: Shareholder Numbers and Changes - Among the 479 stocks, 202 experienced a decline in shareholder numbers, with 9 stocks seeing a decrease of over 10% [3]. - The stock with the largest decline in shareholder numbers was Shanshui Bide, which reported 4,744 shareholders, a decrease of 22.00% from the previous period [3]. - Dongshan Precision followed with 79,831 shareholders, down 17.81%, while Guoguang Chain saw a decline of 14.45% [3]. Group 2: Stock Performance - The average performance of concentrated stocks since May 21 showed a 0.46% increase, outperforming the Shanghai Composite Index, which fell by 0.10% [2]. - Among the stocks with a decline in shareholder numbers, Yuanlong Yatu had the highest increase of 60.74% since May 21 [2]. - Other notable performers included Tianfu Communication and Hasan Lian, with increases of 39.72% and 30.01%, respectively [2]. Group 3: Industry Concentration - The concentrated stocks were primarily found in the machinery, basic chemicals, and electronics sectors, with 24, 20, and 19 stocks respectively [3]. - The data indicates a significant concentration of investor interest in these industries, suggesting potential investment opportunities [3].

Industry Overview - Substrate-like PCB (SLP) is a new type of circuit board positioned between traditional PCBs and semiconductor packaging substrates, experiencing rapid development in recent years [1][4] - The global SLP market size is projected to reach 31.5 billion yuan in 2024, with a year-on-year growth of 6.06% [1][15] - SLP technology meets the increasing demand for miniaturization and high performance in electronic products, with line width/spacing reduced to 20/35 microns, allowing for double the component density compared to traditional HDI [1][15] Industry Development History - The SLP industry in China has gone through four stages: the initial stage (2010-2016), the startup phase (2017-2020), the scaling phase (2021-2023), and the internationalization phase (2024-present) [4][5][6] - The introduction of SLP technology by Apple in the iPhone X marked its commercial application, leading to increased demand from consumer electronics [4][5] - Chinese manufacturers like Pengding Holdings and Shenzhen Sannan Circuit began to break the technological monopoly of international firms during the startup phase [5][6] Industry Chain - The upstream of the SLP industry chain includes raw materials (copper foil, resin, glass fiber cloth, etc.) and production equipment (laser drilling machines, plating equipment, etc.) [9] - The midstream involves the manufacturing of SLP, while the downstream applications include smartphones, wearable devices, automotive electronics, data centers, and 5G communication devices [9] Market Size - The SLP market is expected to continue growing, driven by advancements in technology and increasing demand for high-density circuit boards [15][24] - The market is projected to expand further by 2030, particularly in China, due to the proliferation of 5G networks and upgrades in consumer electronics [24] Key Companies' Performance - Pengding Holdings, a leading PCB manufacturer, has achieved significant revenue growth, with SLP-related income accounting for over 45% of total revenue in 2024 [21] - Shenzhen Sannan Circuit has made advancements in SLP technology, achieving mass production of 25μm line width/spacing and continuously pushing towards 20μm [19][21] - Shenzhen Jingwang Electronics has established a strong position in the high-end PCB market, with a focus on SLP technology and significant revenue growth in 2025 [19][21] Industry Development Trends - The SLP technology is advancing towards higher density and finer lines, with line width/spacing shrinking to below 15/15 microns for applications in AR/VR and 6G communication [6][23] - The demand for high-performance PCBs is expected to drive industry expansion, with companies focusing on capacity expansion and technological upgrades to meet market needs [24][25] - Increased competition is anticipated, leading to higher market concentration, with leading companies solidifying their positions through innovation and market integration [25]

Core Viewpoint - The continuous decline in the number of shareholders for certain companies indicates a trend of increasing concentration of shares, with 343 companies reporting their latest shareholder numbers as of June 10, showing that 34 companies have seen a decline for more than three consecutive periods [1] Group 1: Shareholder Trends - Companies like Kangxin New Materials and Dingxin Communications have experienced a significant drop in shareholder numbers, with Kangxin New Materials reporting 42,574 shareholders, a cumulative decrease of 29.28%, and Dingxin Communications reporting 29,453 shareholders, a cumulative decrease of 24.43% [1] - Other companies with notable declines in shareholder numbers include Junwei Electronics and Chuangyitong, with Junwei Electronics experiencing a decline for 10 consecutive periods [1] Group 2: Market Performance - Among the companies with declining shareholder numbers, 25 have seen their stock prices rise, while 9 have experienced declines, with Tianfu Communication, Dongshan Precision, and Sudar Shares showing significant increases of 42.05%, 18.39%, and 17.40% respectively [2] - 22 of these companies outperformed the Shanghai Composite Index, with Tianfu Communication, *ST Lanhua, and Dongshan Precision achieving relative returns of 40.24%, 16.69%, and 16.58% respectively [2] Group 3: Industry and Institutional Interest - The industries with the highest concentration of companies experiencing declining shareholder numbers include machinery, electronics, and communications, with 5, 5, and 3 companies respectively [2] - In terms of institutional interest, 5 companies with declining shareholder numbers were subject to institutional research in the past month, with Tianfu Communication, Xinshi Da, and Ximai Food receiving the most attention from institutions [2]