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]

东山精密是苹果iPhone电路板供应商。二季度以来，摩根大通证券、国信证券、招商证券等机构调研东 山精密。在接受机构调研时，东山精密表示，电子电路板块是公司核心业务，公司将充分把握AI创新 周期带来的机遇，重点巩固高端软板及高频高速高密度硬板领域的技术优势，进一步提升行业领先地 位。 长城证券研报称，在FPC（柔性印制电路板）业务方面，AI手机带来的新一轮换机周期和AI手机单机 FPC用量的提升，将成为行业增长新机遇。AI功能的加入使得软板设计和加工难度大幅提升，高端软板 产能将会更加紧缺，头部企业竞争力将进一步凸显。 ● 本报记者 张兴旺 Choice数据显示，二季度以来，机构密集调研立讯精密、京东方、领益智造、东山精密、欣旺达、蓝思 科技、信维通信、安洁科技等60余家苹果产业链公司。 机构分析称，未来，随着苹果加大在AI领域的投入，以及推出更智能的语音助手，iPhone有望迎来新一 轮换机周期，产业链公司将受益。 机构密集调研 Choice数据显示，二季度以来，立讯精密、水晶光电、天准科技、深南电路、鹏鼎控股、京东方等16家 苹果产业链公司均获得超100家机构调研。 6月10日，2025苹果全球开发者大会 ...

证券代码：002384 证券简称：东山精密 公告编号：2025-036 苏州东山精密制造股份有限公司 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。 苏州东山精密制造股份有限公司（以下简称"公司"）于近日收到公司控股股 东、实控人袁永峰先生部分股份质押及解除质押，以及袁永刚先生部分股份解除 质押的通知。具体情况如下： 二、控股股东股份解除质押的情况 | | 是否为控股股东或 第一大股东及其一 | 本次解除质押股份 数量（万股） | 占其所持 股份比例 | 占公司总 股本比例 | 质押 起始日 | 质押 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 致行动人 | | | | | | | | 袁永峰 | 是 | 1610 | 7.24% | 0.94% | 2022-6-21/2024-2-1 | 2025-6-11 | 国泰海通证券 股份有限公司 | | 袁永刚 | 是 | 2508 | 12.40% | 1.47% | 2024 ...

| 代码 | 简称 | 6月10日涨跌幅 | 融资净买入额 | 最新融资余额 | 占流通市值比例 | 所属行 | | --- | --- | --- | --- | --- | --- | --- | | | | （%） | （万元） | （万元） | （%） | 业 | | 688041 | 海光信 息 | 4.30 | 62787.79 | 376296.34 | 2.99 | 电子 | | 002384 | 东山精 密 | -1.79 | 21631.95 | 415294.00 | 9.59 | 电子 | | 300364 | 中文在 线 | 13.19 | 12056.60 | 110306.75 | 6.51 | 传媒 | | 600050 | 中国联 通 | -1.48 | 11550.64 | 303268.08 | 1.86 | 通信 | | 300468 | 四方精 创 | 1.80 | 10509.29 | 130500.12 | 8.70 | 计算机 | | 002456 | 欧菲光 | -1.38 | 10148.04 | 225783.12 | 5.67 | 电子 | | 6005 ...