每经AI快讯，11月18日，港交所文件显示，苏州东山精密制造股份有限公司向港交所提交上市申请 书，联席保荐人为瑞银集团、国泰海通、广发证券、中信证券。 ...

据港交所文件，苏州东山精密制造股份有限公司向港交所提交上市申请书——申请版本（第一次呈 交）。香港联合交易所有限公司与香港证券及期货事务监察委员会对本申请版本的内容概不负责，对其 准确性或完整性亦不发表任何意见，并明确表示概不就因本申请版本全部或任何部分内容而产生或因倚 赖该等内容而引致的任何损失承担任何责任。 ...

Market Overview - The component sector increased by 0.34% on November 18, with Dali Kipu leading the gains [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] Top Gainers - Dali Kipu (301566) closed at 18.59, up 8.08% with a trading volume of 361,800 shares and a turnover of 667 million yuan [1] - Fenghua Gaoke (000636) closed at 17.34, up 6.38% with a trading volume of 1,275,000 shares and a turnover of 2.26 billion yuan [1] - Nanya New Materials (615889) closed at 66.38, up 4.04% with a trading volume of 51,200 shares and a turnover of 336 million yuan [1] Top Losers - Shangluo Electronics (300975) closed at 13.48, down 4.87% with a trading volume of 450,500 shares and a turnover of 611 million yuan [2] - Fangbang Co., Ltd. (688020) closed at 63.70, down 3.57% with a trading volume of 21,600 shares and a turnover of 139 million yuan [2] - Zhongfu Circuit (300814) closed at 65.98, down 3.34% with a trading volume of 83,100 shares and a turnover of 552 million yuan [2] Capital Flow - The component sector saw a net inflow of 1.012 billion yuan from institutional investors, while retail investors experienced a net outflow of 910 million yuan [2][3] - Major stocks like Fenghua Gaoke and Dongshan Precision saw significant net inflows from institutional investors, indicating strong institutional interest [3] Individual Stock Performance - Fenghua Gaoke had a net inflow of 509 million yuan from institutional investors, representing 22.53% of its total trading volume [3] - Dongshan Precision (002384) recorded a net inflow of 231 million yuan from institutional investors, accounting for 5.90% of its trading volume [3] - Dali Kipu experienced a net inflow of 42.32 million yuan from institutional investors, but also saw net outflows from retail investors [3]

Group 1 - The A-share market experienced a collective decline on November 18, with the Shanghai Composite Index dropping by 0.52% during the session. Sectors such as cultural media, office supplies, and the internet showed positive performance, while fine chemicals and fertilizers faced significant declines [1] - The Consumer Electronics ETF (159732) saw a slight increase of 0.19%, with notable gains from its constituent stocks: Jingchen Co. up by 13.09%, Fenghua Hi-Tech up by 7.48%, Shunluo Electronics up by 4.60%, and Dongshan Precision up by 3.83%. Conversely, stocks like Baiwei Storage and Wentai Technology experienced declines of -6.22% and -2.92%, respectively [1] Group 2 - According to IDC data, the global smart glasses market is projected to reach a shipment volume of 4.065 million units in the first half of 2025, representing a year-on-year growth of 64.2%. By 2029, shipments are expected to exceed 40 million units, with a five-year CAGR of 55.6% from 2024 to 2029 [3] - Galaxy Securities indicates that the development of smart glasses will accelerate in the second half of 2025, primarily driven by the application of AR display technology, transitioning smart glasses from simpler audio and photography devices to more advanced AI+AR glasses [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 representation in electronic manufacturing and optical optoelectronics sectors [3]

Group 1 - The 22nd China International Semiconductor Expo (IC China 2025) will be held from November 23 to 25 in Beijing, aligning with the start of the "14th Five-Year Plan" and emphasizing technological innovation and supply chain security [1] - The rapid development of strategic emerging industries such as digital economy, artificial intelligence, and smart connected vehicles will create unprecedented application scenarios and market space for domestic chips, driving technological upgrades and industrial cycles [1] - The semiconductor industry in China is expected to enter a new phase of high-quality development characterized by independent innovation and supply chain security under national strategic guidance during the "14th Five-Year Plan" period [1] Group 2 - The demand for AI continues to be strong, leading to a trend of supply shortages and price increases in storage chips and certain passive components [1] - The current market underestimates the scope and sustainability of demand for domestic computing and storage capabilities driven by AI, suggesting a focus on the electronics sector at this time [1] - The electronic ETF (515260) saw a peak increase of 1.57% on November 18, reflecting positive market sentiment towards the sector with a net inflow of 5.1 million yuan over two days [2] Group 3 - Key stocks in the electronic sector include Northern Huachuang, which rose over 6%, and other companies like Tuo Jing Technology and Zhongwei Company, which also saw significant gains [4][5] - The electronic ETF (515260) tracks the electronic 50 index, heavily investing in semiconductor and consumer electronics industries, and is expected to benefit from national policies supporting the semiconductor industry [6]

Group 1 - The A-share market experienced a collective decline on November 18, with the Shanghai Composite Index dropping by 0.52% during the session [1] - The cultural media, office supplies, and internet sectors showed positive performance, while fine chemicals and fertilizers experienced significant declines [1] - The consumer electronics sector was active, with the Consumer Electronics ETF (159732) rising by 0.19%, and notable individual stock performances included a 13.09% increase for Jingchen Co., 7.48% for Fenghua Hi-Tech, and 4.60% for Shunluo Electronics [1] Group 2 - According to IDC data, global smart glasses market shipments are expected to reach 4.065 million units in the first half of 2025, representing a year-on-year growth of 64.2% [3] - IDC forecasts that by 2029, global smart glasses shipments will exceed 40 million units, with a five-year CAGR of 55.6% from 2024 to 2029 [3] - Galaxy Securities indicates that the development of smart glasses will accelerate in the second half of 2025, primarily driven by the application of AR display technology, transitioning from simpler audio and photography glasses to more advanced AI+AR glasses [3] - The Consumer Electronics ETF (159732) tracks the National Certificate Consumer Electronics Index, primarily investing in 50 A-share listed companies involved in the consumer electronics industry, with a focus on electronic manufacturing and optical optoelectronics [3]

每经AI快讯，11月18日，光模块(CPO)指数盘中上涨2%，成分股中剑桥科技涨8.22%，源杰科技涨 5.83%，东山精密涨4.85%，德科立涨4.32%，长芯博创涨3.51%。 （文章来源：每日经济新闻） ...

Group 1 - The core point of the news is the performance and market position of Dongshan Precision Manufacturing Co., Ltd., which saw a stock price increase of 5.04% to 74.36 CNY per share, with a total market capitalization of 136.198 billion CNY [1] - Dongshan Precision's main business includes precision sheet metal and casting manufacturing, electronic manufacturing, and flexible circuit board design and production, with revenue composition being 65.23% from electronic circuit products, 17.98% from touch panels and LCD modules, 13.93% from precision components, 1.69% from LED display devices, and 1.17% from other sources [1] Group 2 - From the perspective of fund holdings, Dongshan Precision is a significant investment for the Green Fund, specifically the Green Macro Return Mixed A fund, which holds 84,000 shares, accounting for 0.81% of the fund's net value, ranking it as the fifth-largest holding [2] - The Green Macro Return Mixed A fund has achieved a year-to-date return of 46.9%, ranking 1073 out of 8140 in its category, and a one-year return of 42.06%, ranking 1295 out of 8057 [2]

Core Viewpoint - The CPO concept continues to rebound during trading, with several companies experiencing significant stock price increases [1] Company Performance - Yuanjie Technology saw its stock price rise by over 10% [1] - Cambridge Technology reached its daily limit increase [1] - Yongding Co., Dongshan Precision, Dekoli, and New Yi Sheng also reported notable gains [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002384 证券简称：东山精密 公告编号：2025-081 苏州东山精密制造股份有限公司 关于对外投资进展公告 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。 一、对外投资概述 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"本次交易"），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 ...