【振幅大】 -今日A股共有8只个股振幅超过20%； -荣亿精密、宏裕包材、凯腾精工等个股振幅居前； 【换手率高】 -今日A股共有14只个股换手率超过30%； -三维通信、北方长龙、豪恩汽电等个股换手率居前； 【主力资金】 -主力资金今日净流入通信、医药生物、房地产、石油石化、纺织服饰等板块，净流出计算机、电力设 备、汽车、电子、非银金融等板块； -利欧股份、恒宝股份、中兴通讯、东山精密、山子高科主力资金净流入规模居前，分别净流入18.51亿 元、13.86亿元、11.93亿元、7.88亿元、7.66亿元； -东方财富、比亚迪、中国稀土、金力永磁、通富微电主力资金净流出规模居前，分别净流出21.69亿 元、17.23亿元、14.12亿元、11.15亿元、10.83亿元。 (本文来自第一财经) ...

每经AI快讯，上海证券9月1日发布研报称，给予东山精密（002384.SZ，最新价：68.82元）买入评级。 评级理由主要包括：1）紧抓电路行业发展机遇， AI带动引领公司营收增长；2）利润弹性凸显，公司 经营效率显著提升，产品附加值持续提高；3）持续进行产品结构升级，提升高毛利产品占比。风险提 示：行业技术快速迭代升级换代不及预期，国际贸易环境变动，市场开拓不及预期，汇率波动。 每经头条（nbdtoutiao）——个人消费贷贴息明日开闸！贷30万元最多可享贴息3000元，一文读懂→ （记者 王晓波） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 ...

证券代码：002384 证券简称：东山精密 编号：2025-08-29 投资者关系活动 类别 □ 特定对象调研 □ 分析师会议 □ 媒体采访 ☑ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 □ 其他 参与单位名称及 人员姓名 2025 年半年度业绩网上说明会投资者 时间 2025 年 8 月 29 日下午 15:00-17:00 地点 中国证券网（https://roadshow.cnstock.com） 上市公司接待人 员姓名 董事长 袁永刚 董事、执行总裁 单建斌 董事、董事会秘书 冒小燕 董事、财务总监 王旭 独立董事 高永如 投资者关系活动 主要内容介绍 1.公司未来 3 年营业预期目标多少？ 答：您好！感谢您对公司的关注和支持。公司将聚焦电子电路等 核心主业，提升研发和新产能的投入，把握 AI 技术的突破带来 的行业机会，努力实现业绩增长。谢谢！ 2.公司实现了市值过 1000 亿元，对于后续发展有什么样的展 望？ 答：您好！感谢您对公司的关注和支持。不断提升公司的市场价 值与经营业绩，一直是我们努力的方向。未来，我们将坚持创新 驱动发展，抢抓行业发展的机遇，充分发挥自身的能力和优势， ...

Core Viewpoint - The company reported a mixed performance in H1 2025, with revenue growth hindered by weak demand and product structure challenges, while profitability showed steady improvement driven by operational efficiency and growth in the new energy sector [1][2][3]. Financial Performance - H1 2025 revenue reached 16.955 billion yuan, a year-on-year increase of 1.96%, with net profit attributable to shareholders at 758 million yuan, up 35.21% year-on-year. The gross margin was 13.59%, an increase of 0.53 percentage points, and the net margin was 4.47%, up 1.11 percentage points [1]. - Q2 2025 revenue was 8.353 billion yuan, down 5.98% year-on-year and 2.90% quarter-on-quarter. Net profit attributable to shareholders was 302 million yuan, an increase of 11.39% year-on-year but a decrease of 33.72% quarter-on-quarter [2]. - The company experienced a decrease in revenue in Q2 primarily due to weak market demand and product structure adjustments, while profitability decreased quarter-on-quarter due to reduced foreign exchange gains and lower non-recurring income [2]. Business Segmentation - The new energy business saw significant growth, with total revenue of 4.940 billion yuan, a year-on-year increase of 29.66%. This growth was supported by the company's comprehensive supply capabilities in core products such as vehicle FPCs, liquid cooling plates, and battery housings [3]. - The electronic circuit products segment generated 11.059 billion yuan in revenue, a year-on-year increase of 1.93%, accounting for 65.23% of total revenue, with a gross margin of 17.55% [3]. - The precision components segment reported revenue of 2.362 billion yuan, up 11.87% year-on-year, benefiting from increased orders from new energy vehicle clients [3]. Strategic Outlook - The company is focusing on the dual strategy of expanding its new energy vehicle business and AI computing power, with expectations for increased orders and production capacity in the second half of 2025 [4]. - The AI computing power segment is anticipated to drive new growth momentum, supported by the ongoing demand for AI servers and the company's advancements in high-density interconnect technology [4]. - The company aims to enhance its global production capabilities and procurement systems to better meet industry and customer demands, potentially opening new growth avenues [4].

Index Performance - The CSI A500 Index increased by 3.34% this week, marking four consecutive weeks of gains, closing at 5372.76 points on August 29 [4][5] - The average daily trading volume for the week was 10,436.75 billion yuan, with a week-on-week increase of 30.39% [4][5] Component Stock Performance - The top ten gainers this week included Tianfu Communication (61.54%), Yanshan Technology (34.86%), and Shenzhen South Circuit (32.07%) [3] - The top ten losers included Berteli (-11.09%), Giant Star Technology (-9.33%), and Weining Health (-7.78%) [3] Fund Performance - All 39 CSI A500 funds reported positive returns, with the highest increase from Guolian An at 4.72% [5] - The total scale of CSI A500 funds reached 1884.32 billion yuan, showing an increase compared to the previous week [5] - The top three funds by scale were Huatai-PB (210.84 billion yuan), E Fund (198.54 billion yuan), and Guotai Fund (195.83 billion yuan) [5] Market Outlook - Current market conditions support continued stock market growth, with reasonable valuations and emerging positive factors such as a potential interest rate cut cycle by the Federal Reserve [6] - The market is expected to experience a "rotation and rebound" characteristic, with short-term rebound opportunities being more noteworthy [7] - In September, basic factors may have a weaker impact on the market, but liquidity-driven trading is at historical highs, suggesting a potential shift in market dynamics [7]

Market Performance - The component sector increased by 2.69% on August 29, with Jianghai Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Top Gainers - Jianghai Co., Ltd. (002484) closed at 33.31, up 10.01% with a trading volume of 1.3678 million shares [1] - Xinsen Technology (002436) also rose by 10.01% to 21.00, with a trading volume of 2.5926 million shares [1] - Other notable gainers include: - Qiaohui Fushi (300852) up 9.16% to 39.55 [1] - Dongshan Precision (002384) up 8.34% to 66.02 [1] - Huhua Electric (002463) up 7.28% to 68.79 [1] Top Losers - Fangbang Co., Ltd. (688020) saw a decline of 9.16%, closing at 68.91 [2] - Huilun Crystal (300460) decreased by 7.54% to 10.54 [2] - Other significant declines include: - Zhongfu Circuit (300814) down 6.30% to 45.10 [2] - Zecheng Electronics (837821) down 5.72% to 34.29 [2] Capital Flow - The component sector experienced a net outflow of 748 million yuan from institutional investors, while retail investors saw a net outflow of 198 million yuan [2][3] - Conversely, speculative funds recorded a net inflow of 945 million yuan [2][3] Individual Stock Capital Flow - Xinsen Technology (002436) had a net inflow of 5.71 billion yuan from institutional investors, while it faced a net outflow of 2.15 billion yuan from speculative funds [3] - Other stocks with notable capital flows include: - Shiyun Circuit (603920) with a net inflow of 3.05 billion yuan from institutional investors [3] - Huhua Electric (002463) with a net inflow of 2.40 billion yuan from institutional investors [3]

Group 1 - A-shares indices collectively rose on August 29, with the Shanghai Composite Index increasing by 0.41%, driven by gains in insurance, soft drinks, and precious metals sectors, while semiconductor and computer hardware sectors faced declines [1] - The Consumer Electronics ETF (159732) experienced a decline of 0.94% as of 10:06 AM, despite a cumulative net inflow of over 1.2 billion yuan over the past eight trading days [1] - Key stocks within the consumer electronics sector saw significant increases, with Dongshan Precision rising by 8.81%, Xinwanda by 3.17%, Shenghong Technology by 3.09%, and Transsion Holdings by 2.98% [1] Group 2 - The State Council issued opinions on implementing the "Artificial Intelligence +" initiative, aiming to promote smart terminal integration and develop a range of intelligent products including smart connected vehicles, AI smartphones, computers, robots, smart homes, and wearables [3] - A report from Hengtai Securities indicated that the upcoming replacement program and traditional peak seasons (back to school, National Day, Double 11) are expected to boost smartphone sales, with IDC predicting a 1.6% year-on-year increase in China's smartphone shipments by 2025 [3] - The Consumer Electronics ETF (159732) tracks the Guozheng Consumer Electronics Index, primarily investing in 50 A-share listed companies involved in the consumer electronics industry, with significant focus on electronic manufacturing, semiconductors, and optical electronics [3]

Core Insights - The National Federation of Industry and Commerce released the lists of the top 500 private enterprises in China for 2025, with Jiangsu province having 90, 82, and 15 companies in the respective categories of overall private enterprises, manufacturing private enterprises, and service private enterprises, showing increases from the previous year [1][2]. Group 1: Jiangsu's Economic Contribution - Jiangsu's private economy contributed a value-added of 7.98 trillion yuan in 2024, accounting for 58.2% of the province's GDP, highlighting its significant role in the economy [1]. - Jiangsu ranked second nationally in the number of companies included in the 2025 top 500 private enterprises list, with 71 from southern Jiangsu, 11 from central Jiangsu, and 8 from northern Jiangsu [1]. Group 2: Company Performance - Among the top 500 private enterprises, 11 companies in Jiangsu reported revenues exceeding 100 billion yuan, an increase of one from the previous year [1]. - The total R&D investment of the listed companies reached 75.17 billion yuan, with 83,000 R&D personnel and 24,000 effective domestic invention patents, representing increases of 7.5%, 5.1%, and 32.6% respectively compared to the previous year [1]. Group 3: Tax Contributions and Employment - The total tax contribution of the listed companies amounted to 135.36 billion yuan, with 28 companies paying over 1 billion yuan in taxes annually [1]. - The total employment generated by these companies reached 1.306 million [1].

Group 1 - The Co-Packaged Optics (CPO) concept has seen a rise of 5.13%, ranking second among concept sectors, with 93 stocks increasing in value [1][2] - Notable stocks that reached their daily limit include Tianfu Communication with a 20% increase, and others like Lingyi IOT, Dongshan Precision, and Changfei Optical Fiber also hitting the limit [1] - The top gainers in the CPO sector include Changxin Bochuang, Dekeli, and Dongtianwei, with increases of 18.84%, 15.60%, and 15.38% respectively [1] Group 2 - The CPO sector attracted a net inflow of 7.443 billion yuan, with 61 stocks receiving net inflows, and 18 stocks exceeding 100 million yuan in net inflows [2] - Industrial Fulian led the net inflow with 1.226 billion yuan, followed by Xinyi Sheng, Dongshan Precision, and Tianfu Communication with net inflows of 1.053 billion yuan, 867 million yuan, and 700 million yuan respectively [2] - The top stocks by net inflow ratio include Changfei Optical Fiber, Woge Optoelectronics, and Tongyu Communication, with ratios of 28.85%, 22.87%, and 18.22% respectively [3] Group 3 - The stocks with the largest declines include Hezhuo Intelligent, Maixinlin, and Hangjin Technology, with decreases of 5.24%, 2.34%, and 2.01% respectively [1][8] - The overall market sentiment shows a mixed performance across various sectors, with some sectors like copper cable high-speed connections and F5G also showing positive movements [2]

he xun.con 和讯财经 和而不同 迅达天下 - 87 t 【东山精密为Multek规划10亿美元投资，部分新增产能明年上半年释放】8月28日，东山精密公布投资者 关系活动记录表，公司为Multek制定10亿美元投资规划，投资预计持续2 - 3年。目前已投入约2亿美元升级 现有基地高层高速线路板设备，新增产能计划明年上半年逐步释放。泰国约1亿美元硬板投资正推进，部 分生产设备进入安装调试阶段。此外，公司在AR眼镜领域与国外厂商合作良好，还参与国内知名品牌量 产项目。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 扫码查看原文 ...