数据显示，海富通基金旗下1只基金重仓东山精密。海富通电子信息传媒产业股票C（006080）二季度 持有股数25万股，占基金净值比例为3.09%，位居第七大重仓股。根据测算，今日浮盈赚取约82.25万 元。 9月9日，东山精密涨5.01%，截至发稿，报68.90元/股，成交24.81亿元，换手率2.67%，总市值1261.98 亿元。 资料显示，苏州东山精密制造股份有限公司位于江苏省苏州市吴中区太湖东路99号运河小镇总部产业园 12号楼，成立日期1998年10月28日，上市日期2010年4月9日，公司主营业务涉及精密钣金件和精密铸件 的制造与服务,精密电子制造;柔性电路板制造设计、生产及销售业务。主营业务收入构成为：电子电路 产品65.23%，触控面板及液晶显示模组17.98%，精密组件产品13.93%，LED显示器件1.69%，其他 1.17%。 从基金十大重仓股角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 海富通电子信息传媒产业股票C（006 ...

Group 1 - The core viewpoint of the news highlights a strong performance in the consumer electronics sector, with the CSI Consumer Electronics Theme Index rising by 1.59% as of September 8, 2025, and notable increases in key stocks such as Luxshare Precision (up 9.96%) and Lens Technology (up 6.50%) [3] - The CSI Consumer Electronics Theme Index includes 50 listed companies involved in component production and brand design, reflecting the overall performance of the consumer electronics sector [3] - Over the past two weeks, the consumer electronics ETF has accumulated a rise of 4.74%, indicating positive market sentiment [3] Group 2 - As of August 29, 2025, the top ten weighted stocks in the CSI Consumer Electronics Theme Index accounted for 54.8% of the index, with notable companies including Cambricon (688256), Luxshare Precision (002475), and SMIC (688981) [4] - The weightings of the top stocks show Luxshare Precision at 8.06%, BOE Technology Group at 6.71%, and Cambricon at 5.79%, indicating their significant influence on the index [6]

Market Performance - The main board led the gains with notable stocks such as Fangzheng Technology (+10.05%), China Film (+10.04%), and Fenghua Hi-Tech (+10.04) [1] - The ChiNext board saw significant increases with stocks like Boshi Jie (+20.00%) and Shenghong Technology (+20.00%) [1] - The Sci-Tech Innovation board also performed well, with Tianyue Advanced and Tengjing Technology both rising by 20.00% [1] - Active sub-industries included SW Printed Circuit Boards (+10.14%) and SW Communication Network Equipment and Devices (+8.17%) [1] Domestic News - A collaboration between Thunderbird Innovation and Bang & Olufsen was announced, with the first AR glasses set to launch in October [1] - Anfu Technology confirmed the successful tape-out verification of its new "Fuxi" architecture chip, which excels in graphics rendering and parallel computing [1] - Huawei's Kirin 9020 chip was publicly unveiled, featuring a CPU with a combination of large, medium, and small cores, showcasing significant enhancements over public versions [1] - Everbright Tongchuang reported significant progress in its carbon fiber materials business, now applied in laptop shells and foldable smartphones [1] Company Announcements - Hikvision announced a cash dividend plan for mid-2025, distributing 4.00 yuan per 10 shares [3] - Chipeng Micro reported receiving cash consideration of 13.5867 million yuan from the sale of equity in a subsidiary [3] - Shuguang Digital announced updates on its tender offer, stating that the plan remains unchanged despite delays in reporting [3] - Su Da Weige disclosed a reduction in shares by a major shareholder, with 1,990,000 shares sold between September 3 and September 5, 2025 [3] Overseas News - Sandisk reported strong demand for flash memory products driven by AI applications and increasing storage needs, leading to a price increase of over 10% [2] - Broadcom signed a $10 billion agreement to supply AI data center hardware tailored for a specific client's workloads [2] - Anthropic announced restrictions on services for companies controlled by Chinese entities, affecting both domestic and overseas subsidiaries [2] - Texas Instruments noted strong performance in early 2023 due to preemptive orders before tariff announcements, although demand has since cooled [2]

中国经济网北京9月5日讯 东山精密(SZ:002384)今日股价涨停，截至收盘报64.00元，涨幅10.00%， 总市值1172.23亿元。 （责任编辑：康博） ...

Group 1 - The China Securities Consumer Electronics Theme Index (931494) has seen a strong increase of 3.36% as of September 5, 2025, with notable gains in constituent stocks such as Xinwangda (300207) up 13.87%, Dongshan Precision (002384) up 10.00%, and Yiwei Lithium Energy (300014) up 9.64% [3] - The Consumer Electronics ETF (561600) has risen by 2.92%, with the latest price reported at 1.09 yuan, and has accumulated a 6.63% increase over the past two weeks as of September 4, 2025 [3] - The trading volume for the Consumer Electronics ETF reached 45.49 million yuan with a turnover rate of 8.57% during the session, and the average daily trading volume over the past week was 108 million yuan, ranking first among comparable funds [3] Group 2 - As of August 29, 2025, the top ten weighted stocks in the China Securities Consumer Electronics Theme Index accounted for 54.8% of the index, including companies like Cambricon (688256), Luxshare Precision (002475), and SMIC (688981) [4] - The top ten stocks by weight include Luxshare Precision (8.06%), BOE Technology Group (6.71%), and Cambricon (5.79%), among others, indicating a concentration of investment in these key players [6]

Core Viewpoint - CPO concept stocks are experiencing significant gains, indicating strong market interest and potential growth in this sector [1] Company Performance - Shengyi Electronics has risen over 15% [1] - New Yisheng has increased by more than 10% [1] - Bomeng Electronics has hit the daily limit up [1] - Dongshan Precision and Zhongji Xuchuang have both risen over 8% [1]

New Stock Offerings - Fushun Special Steel (600399) is undergoing a tender offer period from August 12, 2025, to September 10, 2025[1] - *ST Tianmao (000627) has a cash option declaration period from September 15, 2025, to September 19, 2025[1] - Tianpu Co., Ltd. (605255) has announced its latest updates on September 4, 2025[1] Market Alerts - Kaipu Cloud (688228) has reported severe abnormal fluctuations as of August 30, 2025[1] - Siquan New Materials (301489) and Xinhua Jin (600735) also reported significant market movements on August 22 and August 30, 2025, respectively[1] - Multiple companies including *ST Baoying (002047) and Wantong Development (600246) have updates as of September 4, 2025[1] Trading Notifications - A total of 30 companies have issued trading notifications with specific dates for announcements and updates, indicating active market participation[1] - The report includes links to detailed announcements for each company, ensuring transparency and accessibility of information[1]

Market Overview - A-shares experienced a collective pullback on September 4, with the Shanghai Composite Index down 1.97% to 3738.32 points, Shenzhen Component Index down 2.37%, ChiNext Index down 3.2%, and the Sci-Tech Innovation 50 Index down 5.38% [1] - The North Exchange 50 Index rose 0.58% against the trend [2] - The micro-cap stock index increased by 1.32% [3] - The total trading volume in the Shanghai and Shenzhen markets reached 1.59 trillion yuan, an increase of 142.7 billion yuan compared to the previous trading day [4] - A total of 2629 stocks rose, 32 stocks hit the daily limit, and 2606 stocks fell [5] New Energy Sector - The new energy sector saw a significant surge, with multiple new energy ETFs performing well and several stocks hitting the daily limit [6] - The power battery index, energy storage index, and lithium battery index rose by 2.65%, 2.32%, and 1.43% respectively [6] - Yiwei Lithium Energy (300014) surged by 6.17% to 67.96 yuan per share, with a market capitalization of 139 billion yuan [6] - Notable performers included Tianhong Lithium Battery, which hit the daily limit, and other companies like Tongrun Equipment and Tianji Technology, which also saw substantial gains [7][8] - Data from the Passenger Car Association indicated that 1.079 million new energy passenger vehicles were sold in August, a year-on-year increase of 5% and a month-on-month increase of 9%, with a penetration rate of 55.3% [9] CPO Concept Stocks - CPO concept stocks, including optical modules and optical chips, experienced a significant decline after a previous surge [11] - The CPO concept sector fell by 10% on September 4, following a 7.04% increase on September 1 [12] - Major stocks like Xinyi Technology, Zhongji Xuchuang, and Tianfu Communication led the decline, each dropping over 11% [13] - The FTSE Russell announced changes to the FTSE China 50 Index and FTSE China A50 Index, including the addition of companies like BeiGene and Xinyi Technology [14] Consumer Sector - The consumer sector showed activity, with the restaurant and tourism sector rising by 2.85% and the retail sector increasing by nearly 2% [15] - Companies such as Lingnan Holdings and Changbai Mountain saw significant gains, with some hitting the daily limit [15] - The Ministry of Culture and Tourism projected that domestic tourism will reach 1.43 billion trips by 2025, recovering to 112% of 2019 levels [15] - A report from Caitong Securities indicated that the restaurant industry is in a recovery phase, with government policies expected to stimulate consumption, particularly in wedding and group dining scenarios [15]

Company Overview - Dongshan Precision Manufacturing Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on October 28, 1998. The company was listed 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][2]. Financial Performance - For the first half of 2025, Dongshan Precision achieved operating revenue of 16.955 billion yuan, representing a year-on-year growth of 1.96%. The net profit attributable to the parent company was 758 million yuan, showing a year-on-year increase of 35.21% [2]. - Since its A-share listing, the company has distributed a total of 1.544 billion yuan in dividends, with 731 million yuan distributed in the last three years [3]. Stock Performance - As of September 4, Dongshan Precision's stock price was 63.28 yuan per share, with a market capitalization of 115.904 billion yuan. The stock has increased by 117.23% year-to-date, with a 3.84% rise over the last five trading days and a 21.13% increase over the last 20 days [1]. - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) six times this year, with the most recent appearance on September 1 [1]. Shareholder Information - As of August 29, the number of shareholders for Dongshan Precision was 82,500, a decrease of 18.07% from the previous period. The average number of circulating shares per shareholder increased by 22.05% to 16,793 shares [2]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 63.4631 million shares, an increase of 14.0925 million shares from the previous period. Morgan Emerging Markets Dynamic Mixed A Class is a new entrant among the top ten circulating shareholders, holding 12.4684 million shares [3]. Industry Context - Dongshan Precision operates within the electronic components sector, specifically in the printed circuit board (PCB) industry. It is associated with several concept sectors, including overseas expansion, optical communication, new infrastructure, PCB concepts, and flexible electronics [2].

Group 1 - The company approved a total external guarantee limit of up to 12.09 billion yuan for the year 2025 during its board and shareholder meetings [2][3] - The guarantee will be effective from January 1, 2025, to December 31, 2025, and can be used cyclically within the approved limit [2] - The guarantees will cover various financial services including loans, credit letters, and other financing needs [2] Group 2 - The company has made adjustments to the guarantee limits for its subsidiaries while keeping the total guarantee amount unchanged [5] - Specific subsidiaries, such as Multi-Fineline Electronix Singapore Pte. Ltd. and DSBJ Pte. Ltd., have been authorized to provide guarantees for financial debts up to an equivalent of 5.1 billion yuan [5] Group 3 - The company has a total external guarantee balance of 4.461 billion yuan as of the end of August 2025, which accounts for 23.62% of the company's audited net assets as of the end of 2024 [8] - There are no overdue guarantees or guarantees involved in litigation, indicating a stable financial position [8]