Core Viewpoint - The announcement details the pledge and release of shares by the controlling shareholders of Dongshan Precision Manufacturing Co., Ltd, indicating ongoing management actions regarding shareholding and potential implications for investor confidence [2]. Group 1: Share Pledge Details - Controlling shareholder Yuan Yongfeng pledged 800,000 shares, representing 3.23% of his holdings and 0.44% of the company's total shares [2]. - Controlling shareholder Yuan Yonggang pledged 300,000 shares, representing 0.99% of his holdings and 0.16% of the company's total shares [2]. Group 2: Share Release Details - Yuan Yongfeng released 2,100,000 shares from pledge, which accounts for 8.48% of his holdings and 1.15% of the company's total shares [2]. - The release date for the pledged shares was September 13, 2023, with a maturity date of August 1, 2025 [2]. Group 3: Cumulative Pledge Situation - As of the announcement date, the cumulative pledge situation for the controlling shareholders is as follows: - Yuan Yongfeng has a total of 24,752.69 million shares pledged, which is 13.51% of his holdings and 10,165.38 million shares unpledged [2]. - Yuan Yonggang has a total of 30,278.13 million shares pledged, which is 16.53% of his holdings and 13,470.80 million shares unpledged [2]. - The total pledged shares for all controlling shareholders amount to 60,910.42 million shares, representing 33.26% of their total holdings [2]. Group 4: Other Notes - The company assures that the share pledges will not lead to a change in actual control and that the pledge risks are within a controllable range [2].

Quantitative Models and Construction Methods - **Model Name**: Real-time Public Fund Positioning **Model Construction Idea**: This model estimates the real-time positioning of public funds based on publicly available market information such as fund net value, disclosed holdings, and research activities[3][20] **Model Construction Process**: The process involves complex data processing of public market information, including fund net value, disclosed holdings, and research activities. Detailed methodology is referenced in the report "偏股混合型基金指数（885001.WI）：优势、复制与超越"[20] - **Model Name**: ETF Fund Positioning **Model Construction Idea**: This model tracks the dynamics of ETF fund holdings as a key indicator of market fund flows, reflecting the growing importance of index investment in the A-share market[3][21] **Model Construction Process**: The model calculates the proportion of ETF holdings relative to the market capitalization of PCB sector stocks. As of Q2 2025, the total scale of public ETF funds exceeded 4.3 trillion yuan, with ETF holdings in the PCB sector at a historical high, accounting for 2.6% of the sector's market capitalization[21][23] - **Model Name**: Financing Balance Dynamics **Model Construction Idea**: This model uses financing balance as a proxy for investor sentiment, where an increase in financing balance indicates a bullish outlook on the market[3][25] **Model Construction Process**: The model tracks the total amount of outstanding financing in margin trading. The PCB sector's financing balance is at a historical high, while the short-selling balance remains at a low level[25][27] - **Model Name**: Chip Yield Characteristics **Model Construction Idea**: This model evaluates the profitability of the PCB sector based on chip yield, which measures the return of current prices relative to historical chip costs. It identifies momentum effects in strong markets and reversal effects in weak markets[3][26] **Model Construction Process**: The model estimates the average holding cost of funds at different price levels and calculates chip yield as the return of current prices relative to historical chip costs. The PCB sector's current profitability is 22.95%[26][28] Model Backtesting Results - **Real-time Public Fund Positioning**: No specific quantitative backtesting results provided - **ETF Fund Positioning**: ETF holdings account for 2.6% of the PCB sector's market capitalization[23] - **Financing Balance Dynamics**: Financing balance is at a historical high, while short-selling balance is at a low level[25][27] - **Chip Yield Characteristics**: Current profitability of the PCB sector is 22.95%[26][28] Quantitative Factors and Construction Methods - **Factor Name**: Chip Yield **Factor Construction Idea**: This factor measures the profitability of the PCB sector based on the return of current prices relative to historical chip costs[3][26] **Factor Construction Process**: The factor is calculated as the return of current prices relative to historical chip costs. It reflects momentum effects in strong markets and reversal effects in weak markets. The PCB sector's current chip yield is 22.95%[26][28] Factor Backtesting Results - **Chip Yield**: Current profitability of the PCB sector is 22.95%[26][28]

证券代码：002384 证券简称：东山精密 公告编号：2025-050 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、袁永刚部分股份质押及袁永峰解除质押的通知。具体情况 如下： | 股东 | 是否为控股股 东或第一大股 | 本次质押股 | 占其所 | 占公 司总 | 是否为限售 | 是否为补 | 质押 | 质押 | | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 份数量（万 | 持股份 | | | | | | 质权人 | | | 名称 | 东及其一致行 | 股） | 比例 | 股本 | 股 | 充质押 | 起始日 | 到期日 | | 用途 | | | 动人 | | | 比例 | | | | | | | | 袁永峰 | 是 | 800 | 3.23% | 0.44% | 高管锁定股 | ...

Group 1 - The main focus of the article is on the significant outflow of capital from specific stocks as of August 1, with a detailed list of the top 20 stocks experiencing the largest capital outflows [1] - The stock with the highest capital outflow is Xinyi Semiconductor, with an outflow of 1.468 billion [1] - Other notable stocks with substantial outflows include Northern Rare Earth (1.250 billion), Tianfeng Securities (1.207 billion), and WuXi AppTec (0.896 billion) [1] Group 2 - The total capital outflows from the top 20 stocks indicate a trend of investors pulling back from these companies, which may reflect broader market sentiments [1] - The data highlights a diverse range of sectors affected, including technology, materials, and finance, suggesting a widespread concern among investors [1] - The cumulative outflow from these stocks could impact their market performance and investor confidence moving forward [1]

Key Points - The main focus of the article is on the significant outflow of capital from the top 20 stocks as of August 1, with specific amounts listed for each stock [1][2] Group 1: Capital Outflow - The stock with the highest capital outflow is Xinyi Technology, with an outflow of 1.442 billion yuan [1] - Northern Rare Earth follows with a capital outflow of 982 million yuan [1] - Tianfeng Securities experienced an outflow of 855 million yuan [1] - WuXi AppTec saw a capital outflow of 787 million yuan [1] - Other notable outflows include Zhongji Xuchuang (660 million yuan), Inspur Information (640 million yuan), and Shenghong Technology (626 million yuan) [1] - The total outflows from these stocks indicate a trend of capital withdrawal from the market [1]

Core Viewpoint - The article highlights the strong performance of brokerage "gold stocks" in July, with all 30 brokerage gold stock combinations showing positive returns, indicating a robust recovery in the A-share market [2][9]. Brokerage Performance - Ping An Securities' gold stock combination achieved the highest return of 16.57% in July, followed by Kaiyuan Securities at 13.57% and Caitong Securities at 12.93% [3][9][10]. - Notably, all brokerage gold stock combinations recorded positive returns, with several brokerages, including China Merchants Securities and Galaxy Securities, also exceeding 10% returns [9][10]. Top Performing Stocks - The best-performing stock was Kangchen Pharmaceutical, recommended by Ping An Securities, which surged by 106.74% in July [4][6]. - Other notable stocks included Borui Pharmaceutical (82.05%), Kangfang Biotech (68.13%), and Yuandong Biotech (56.60%), all showing significant monthly gains [6][7]. August Strategy - Brokerages are adopting an aggressive strategy for August, focusing on technology growth stocks and cyclical stocks benefiting from mid-year performance reports [12][15]. - The market outlook is optimistic, driven by expectations of recovering corporate ROE and a favorable policy environment, suggesting a continued upward trend in A-shares [15]. Common Recommendations - Several stocks received multiple recommendations from brokerages for August, including Dongfang Caifu, Muyuan Foods, and Wanhua Chemical, each recommended by four different brokerages [16][19]. - The rationale for recommending Dongfang Caifu includes the potential for the securities sector to enter a main upward trend, while Muyuan Foods is recognized for its leading position in the pig farming industry [16][19].

专利摘要显示，本实用新型提供了一种卷料装卸组件，其中，包括上下料装置及移动车，所述上下料装 置包括安装轴及移动单元，所述移动单元用于作用在卷芯上并将卷芯安装到或脱离所述安装轴；所述移 动车包括车体、升降单元及设于车体上的支撑平台，所述车体能够靠近和远离所述移动单元并具有对应 于移动单元的装料位及卸料位，所述支撑平台通过所述升降单元与所述车体相连接，所述支撑平台上设 置有用于支撑所述卷芯的第一支撑件及第二支撑件，所述移动车可在所述卸料位上将所述卷芯转移至所 述第一支撑件上，并在所述装料位将所述第二支撑件上的所述卷芯转移至所述移动单元上。 天眼查资料显示，苏州东山精密制造股份有限公司，成立于1998年，位于苏州市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本170591.371万人民币。通过天眼查大数据分 析，苏州东山精密制造股份有限公司共对外投资了37家企业，参与招投标项目34次，财产线索方面有商 标信息66条，专利信息342条，此外企业还拥有行政许可55个。 金融界2025年8月1日消息，国家知识产权局信息显示，苏州东山精密制造股份有限公司取得一项名 为"一种卷料装卸组件"的专利，授 ...

Group 1 - The average increase in stock price for 76 listed companies compared to their private placement issue price is 63.74% as of July 31 [1][4] - The private placement market has seen significant activity in the first seven months of 2025, with the number of placements and total fundraising both increasing compared to the same period last year [1][2] - The total amount raised through private placements reached 663.3 billion yuan, a 667.7% increase year-on-year [1][2] Group 2 - Major contributions to the fundraising increase include four large state-owned banks, which collectively raised 520 billion yuan through private placements [2][3] - Companies like AVIC Chengfei and Guotai Junan have also seen substantial private placement amounts, reaching 17.4 billion yuan and 10 billion yuan respectively [2][3] - The majority of private placements are concentrated in industries such as chemicals, machinery, hardware, electrical equipment, and automotive, with 36 companies participating [2] Group 3 - Project financing is the primary purpose for private placements, with 38 companies (50% of total) focusing on projects related to capacity expansion and new product lines [3] - Notable project financing includes Guotai Power raising 7 billion yuan for clean energy projects and Yandong Micro's 4 billion yuan for integrated circuit production [3] - 16 companies are using private placements to supplement working capital, with significant amounts raised by companies like Kaisa Bio and Jiadian [3] Group 4 - The rising stock prices of companies involved in private placements are attributed to expectations of mergers and acquisitions and industry trends driving profit increases [4] - Companies like Robotech and Dongshan Precision have seen stock price increases exceeding 300% and 100% respectively, driven by strategic initiatives [4] Group 5 - The active private placement market is beneficial for brokerage firms, with CITIC Securities participating in 14 placements and other firms like Guotai Junan and Zhongtai Securities involved in multiple projects [5] - Over 200 companies have announced private placement plans, with expected fundraising exceeding 240 billion yuan [5] - In July alone, 40 companies announced private placement plans, with a total expected fundraising of approximately 28.3 billion yuan [5] Group 6 - Yonghui Supermarket plans to raise up to 3.992 billion yuan for store upgrades and working capital through its private placement, marking its first issuance in 10 years [6] - Dongwu Securities is the only brokerage to announce a private placement in July, aiming to raise up to 6 billion yuan for various business enhancements [6] Group 7 - Companies in the wind power sector, such as Weili Transmission, are planning private placements to fund projects and improve profit margins through smart factory initiatives [7] - Jiangfeng Electronics aims to raise 1.948 billion yuan for integrated circuit equipment projects and working capital through its private placement [7]

Core Points - The component sector increased by 0.69% on July 31, with Shengyi Electronics leading the gains [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Company Performance - Shengyi Electronics (688183) closed at 53.17, up 6.11% with a trading volume of 403,100 shares and a transaction value of 221.3 million [1] - Shengyi Technology (600183) closed at 42.92, up 3.80% with a trading volume of 452,300 shares and a transaction value of 194.4 million [1] - Hongxin Electronics (300657) closed at 29.61, up 3.42% with a trading volume of 478,600 shares and a transaction value of 1.418 billion [1] - Huhua Electric (002463) closed at 56.27, up 3.29% with a trading volume of 836,100 shares and a transaction value of 4.746 billion [1] - Maijie Technology (300319) closed at 11.45, up 3.15% with a trading volume of 514,300 shares and a transaction value of 578 million [1] - Dongshan Precision (002384) closed at 58.49, up 3.14% with a trading volume of 953,500 shares and a transaction value of 5.667 billion [1] - Jianghai Co. (002484) closed at 23.88, up 2.71% with a trading volume of 526,900 shares and a transaction value of 125.5 million [1] - Fangbang Co. (688020) closed at 56.78, up 2.12% with a trading volume of 127,600 shares and a transaction value of 74 million [1] - Qiangda Circuit (301628) closed at 92.46, up 2.05% with a trading volume of 35,300 shares and a transaction value of 329 million [1] - Xingsen Technology (002436) closed at 18.96, up 1.99% with a trading volume of 2,621,600 shares and a transaction value of 506.47 million [1] Fund Flow - The component sector experienced a net outflow of 581 million from main funds, while retail funds saw a net inflow of 431 million [3] - Speculative funds had a net inflow of 150 million [3]

证券时报·数据宝统计显示，东山精密所属的电子行业，目前整体涨幅为0.93%，行业内，目前股价上涨 的有407只，涨幅居前的有N鼎佳、东芯股份、思泉新材等，涨幅分别为446.59%、17.99%、15.84%。股 价下跌的有65只，跌幅居前的有阿石创、容大感光、*ST华微等，跌幅分别为4.09%、3.10%、2.42%。 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。 两融数据显示，该股最新（7月30日）两融余额为34.22亿元，其中，融资余额为34.12亿元，近10日减少 11.46亿元，环比下降25.14%。 （文章来源：证券时报网） 公司7月21日在交易所互动平台披露，截至最新（7月20日）股东户数为74658户，较上期（7月10日）增 加12757户，环比增长20.61%。 东山精密股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有12个交易日股价刷新历史 纪录。截至09:33，该股目前上涨5.20%，股价报59.66元，成交1753.22万股，成交金额10.49亿元，换手 率1.26%，该股最新A股总市值达1092.74亿元，该股A股流通市值827.08亿元。 公司发布的一季报 ...