证券日报网讯 9月1日晚间，东山精密发布公告称，公司股票连续3个交易日收盘价格涨幅偏离值累计超 过20%，属于股票交易异常波动。公司自查并核查后，未发现近期公共传媒报道可能对公司股票交易价 格产生较大影响的未公开重大信息；公司目前经营情况正常，不存在内外部经营环境发生重大变化的情 形；公司及控股股东和实际控制人不存在应披露而未披露的重大事项；控股股东、实际控制人在股票交 易异常波动期间未买卖公司股票。 （文章来源：证券日报） ...

Group 1 - The company, Suzhou Dongshan Precision Manufacturing Co., Ltd., experienced abnormal stock trading fluctuations over three consecutive trading days on August 28, 29, and 30, 2025 [1] - The company's board of directors conducted a self-examination and verified relevant matters concerning the stock's abnormal fluctuations, confirming that there were no undisclosed significant information affecting the stock price [1] - The board declared that, apart from disclosed information, there are no undisclosed matters that should be reported according to the Shenzhen Stock Exchange's regulations, and no significant information that could impact the trading price of the company's stock and its derivatives has been identified [1]

证券代码：002384 证券简称：东山精密 公告编号：2025-063 苏州东山精密制造股份有限公司 关于股票交易异常波动的公告 3、公司目前经营情况正常，不存在内外部经营环境发生重大变化的情形； 4、经查询，公司、控股股东和实际控制人不存在关于公司的应披露而未披 露的重大事项； 5、经查询，公司控股股东、实际控制人在公司本次股票交易异常波动期间 未买卖公司股票。 苏州东山精密制造股份有限公司（以下简称"公司"）股票（证券简称：东 山精密，证券代码：002384）连续 3 个交易日（2025 年 8 月 28 日、8 月 29 日、 9 月 1 日）收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》 的相关规定，属于股票交易异常波动的情况。 二、公司关注、核实的相关情况 针对公司股票异常波动情况，公司董事会依照规定开展自查，并对公司及公 司控股股东就相关事项进行核查，现将有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息； 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 ...

人民财讯9月1日电，东山精密(002384)9月1日晚间发布股票交易异常波动公告称，公司未发现近期公共 传媒报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信息；公司目前经营情况正常， 不存在内外部经营环境发生重大变化的情形；经查询，公司、控股股东和实控人不存在关于公司的应披 露而未披露的重大事项。 转自：证券时报 ...

东山精密(002384.SZ)公告称，公司股票连续3个交易日收盘价格涨幅偏离值累计超过20%，属于股票交 易异常波动的情况。经核实，公司前期披露的信息不存在需要更正、补充之处，近期公共传媒未报道可 能或已经对公司股票交易价格产生较大影响的未公开重大信息，公司目前经营情况正常，内外部经营环 境未发生重大变化。经查询，公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大事 项，且在公司本次股票交易异常波动期间未买卖公司股票。 ...

Group 1 - Institutional trading saw 40 stocks listed, with 17 net purchases and 23 net sales on the day [1] - The top three stocks with the highest institutional purchases were Dongshan Precision (CNY 377 million), Putailai (CNY 265 million), and Innovation Medical (CNY 210 million) [1] - Dongshan Precision's stock increased by 4.24% with 4 buyers and 2 sellers [2] - Putailai's stock rose by 6.33% with 2 buyers and 1 seller [2] Group 2 - Innovation Medical is set to launch the "5G Brain-Heart Mobile" service platform on August 29, 2025, marking a significant breakthrough in brain health and the first clinical application of brain-machine interfaces for Alzheimer's [3] - Recent advancements in implantable brain-machine interface technology have enabled precise tumor localization and complete removal, marking a global first in clinical trials [3] - Alibaba's second-quarter report revealed that AI-related product revenue has seen triple-digit year-on-year growth for eight consecutive quarters, with capital expenditures increasing from approximately CNY 11.9 billion to CNY 38.7 billion [3] Group 3 - Liyang Chip announced a partnership with Alibaba's Pingtouge Semiconductor [4] - Xuanji Information's subsidiary has reached a strategic cooperation agreement with Pingtouge to develop a low-power IoT SOC platform solution [5] Group 4 - The 3D printing sector is gaining attention with the emergence of realistic "3D printed figurines," utilizing Google's newly launched image generation model Gemini 2.5 Flash Image [6] - Haizheng Materials reported a 136% year-on-year increase in sales of 3D printing polylactic acid in the first half of 2025, with future demand expected to reach 100,000 tons [6]

第□财经 当天机构净买入前三的股票分别是东山精密、璞泰来、华海药业，净买入金额分别是3.77亿元、2.65亿 元、1.34亿元。 当天机构净卖出前三的股票分别是岩山科技、腾龙股份、先导智能，净流出金额分别是2.13亿元、1.95 亿元、1.50亿元。 | ITA FE RE GATO I | | | | --- | --- | --- | | | | - 机构资金参与个股一览 | | 证券简称 | 冒涨跌幅 | 机构净买入(万元) | | 东山精密 | 4.24% | 37706.02 | | 璞泰来 | 6.33% | 26505.53 | | 华海药业 | 10.01% | 13424.47 | | 创新医疗 | 10.00% | 13265.44 | | 东杰智能 | 19.98% | 8998.02 | | 源杰科技 | 20.00% | 8592.86 | | 腾景科技 | 20.00% | 6833.98 | | 康辰药业 | 10.01% | 5987.36 | | 晓程科技 | 13.43% | 4521.68 | | 迈威生物 | 20.00% | 3363.94 | | 隆扬电子 | -2 ...

公司发布的半年报数据显示，上半年公司共实现营业收入169.55亿元，同比增长1.96%，实现净利润 7.58亿元，同比增长35.21%，基本每股收益为0.4500元，加权平均净资产收益率3.95%。 机构评级来看，近一个月该股获7家机构买入评级。预计目标价最高的是中金公司，8月27日中金公司发 布的研报给予公司目标价62.00元。（数据宝） 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。 （文章来源：证券时报网） 东山精密9月1日披露，截至8月31日公司股东户数为82549户，较上期（8月20日）减少18204户，环比降 幅为18.07%。 证券时报·数据宝统计，截至发稿，东山精密收盘价为68.82元，上涨4.24%，本期筹码集中以来股价累 计上涨31.59%。具体到各交易日，5次上涨，3次下跌，其中，涨停1次。 融资融券数据显示，该股最新（8月29日）两融余额为43.97亿元，其中，融资余额为43.90亿元，本期筹 码集中以来融资余额合计增加7.40亿元，增幅为20.28%。 ...

Core Viewpoint - Dongshan Precision (002384) is focusing on enhancing its core business in electronic circuits and related products, aiming for performance growth through increased R&D and new capacity investments, while also addressing industry opportunities brought by technological breakthroughs [2]. Group 1: Company Performance - In the first half of 2025, the company reported a main revenue of 16.955 billion yuan, a year-on-year increase of 1.96% [3]. - The net profit attributable to shareholders was 758 million yuan, reflecting a year-on-year increase of 35.21% [3]. - The net profit excluding non-recurring items was 657 million yuan, up 27.28% year-on-year [3]. - The company's second-quarter revenue was 8.353 billion yuan, a year-on-year decrease of 5.98% [3]. - The second-quarter net profit attributable to shareholders was 302 million yuan, a year-on-year increase of 11.39% [3]. - The company reported a debt ratio of 56.29% and a gross profit margin of 13.59% [3]. Group 2: Future Outlook - The company aims to achieve significant growth in its new energy business, although future revenue growth rates will depend on industry development and competitive landscape [2]. - The company has set a target to enhance market value and operational performance, focusing on innovation-driven development and seizing industry opportunities [2]. Group 3: Analyst Ratings and Predictions - Over the past 90 days, 11 institutions have rated the stock, all giving a buy rating, with an average target price of 60.4 yuan [4]. - Detailed profit forecasts from various institutions indicate expected net profits for 2025 ranging from approximately 2.524 billion yuan to 3.068 billion yuan [6]. - The financing data shows a net inflow of 869 million yuan in the last three months, indicating increased investor interest [6].

Investment Rating - The investment rating for the company is "Buy" and is maintained [9]. Core Views - The company reported a revenue of 16.955 billion yuan for the first half of 2025, representing a year-on-year growth of 1.96%. The net profit attributable to shareholders was 758 million yuan, showing a significant increase of 35.21% year-on-year. The gross margin and net margin were 13.59% and 4.47%, respectively, with year-on-year increases of 0.52 percentage points and 1.11 percentage points [2][6]. - In Q2 2025, the company achieved a revenue of 8.353 billion yuan, which was a decline of 5.98% year-on-year and 2.90% quarter-on-quarter. The net profit attributable to shareholders was 302 million yuan, reflecting a year-on-year growth of 11.39% but a quarter-on-quarter decline of 33.72% [2][6]. - The company is focusing on expanding its high-layer PCB capacity to capture the growing demand for AI servers, with an investment of up to 1 billion USD planned for high-end PCB projects [12][12]. - The company is expected to achieve net profits of 3.055 billion yuan, 5.579 billion yuan, and 6.325 billion yuan for the years 2025, 2026, and 2027, respectively, with corresponding price-to-earnings ratios of 36.54, 20.01, and 17.65 [12]. Summary by Sections Financial Performance - For the first half of 2025, the company achieved a revenue of 16.955 billion yuan, a year-on-year increase of 1.96%, and a net profit of 758 million yuan, up 35.21% year-on-year. The gross margin was 13.59%, and the net margin was 4.47% [2][6]. - In Q2 2025, the revenue was 8.353 billion yuan, down 5.98% year-on-year and 2.90% quarter-on-quarter, with a net profit of 302 million yuan, reflecting an 11.39% year-on-year increase but a 33.72% quarter-on-quarter decline [2][6]. Business Segments - The electronic circuit business generated 11.059 billion yuan in revenue, up 1.93% year-on-year, while the precision components business saw an 11.87% increase to 2.362 billion yuan. The touch panel and LCD module business reported a revenue of 3.049 billion yuan, down 2.35% year-on-year. The LED display business experienced a significant decline of 34.73% to 285 million yuan [12]. - The new energy business achieved approximately 4.940 billion yuan in revenue, representing a growth of about 29.66% [12]. Strategic Initiatives - The company is initiating a high-end PCB project with an investment of up to 1 billion USD to enhance its product offerings in high-density interconnect and flexible rigid technologies [12]. - The company is also increasing its investment in hardboard business and acquiring a leading player in the optical communication field to strengthen its strategic positioning in AI [12].