证券之星消息，9月29日消费电子板块较上一交易日上涨2.4%，昀冢科技领涨。当日上证指数报收于 3862.53，上涨0.9%。深证成指报收于13479.43，上涨2.05%。消费电子板块个股涨跌见下表： 从资金流向上来看，当日消费电子板块主力资金净流入23.67亿元，游资资金净流出15.18亿元，散户资金 净流出8.49亿元。消费电子板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002600 领益智造 | | 34.31 Z | 36.73% | -17.88 Z | -19.14% | -16.43 Z | -17.59% | | 300857 | 协创数据 | 2.87 乙 | 7.04% | -1.22 乙 | -3.00% | -1.64 Z | -4.04% | | 002925 盈趣科技 | | 1.96/Z | 12.59% | -9657.12万 | -6.19% | - ...

Group 1 - The core transaction involved 300,000 shares of Victory Precision, with a total transaction value of 1.086 million yuan, representing 0.12% of the total trading volume for the day [1] - The transaction price was 3.62 yuan per share, which was consistent with the market closing price of 3.62 yuan [1] - The transaction was executed on September 24, 2025, with the buyer being CITIC Securities Co., Ltd. Shanghai Branch and the seller being an institutional client [2]

Group 1 - The stock of Victory Precision fell by 6.60% with a turnover rate of 13.84% and a trading volume of 1.677 billion yuan, showing a price fluctuation of 15.25% throughout the day [2] - Institutional investors net sold 59.30 million yuan, while the Shenzhen Stock Connect recorded a net sell of 103 million yuan, with a total net sell from brokerage seats amounting to 11.74 million yuan [2] - The top five brokerage seats accounted for a total transaction volume of 430 million yuan, with a buying amount of 128 million yuan and a selling amount of 302 million yuan, resulting in a net sell of 174 million yuan [2] Group 2 - Among the brokerage seats, three institutional specialized seats were involved, with a total buying amount of 36.85 million yuan and a selling amount of 96.15 million yuan, leading to a net sell of 59.30 million yuan [2] - The main fund outflow for the stock was 156 million yuan, with large single orders showing a net outflow of 63.89 million yuan and large orders netting out 92.38 million yuan [2] - Over the past five days, the main fund has seen a net outflow of 364 million yuan [2]

证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交4.30亿元，其中，买入成交额为1.28亿元，卖出成交额为3.02亿元，合计净卖出1.74 亿元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买二、卖二、卖三、卖四，合计买入金额3685.11万元，卖出金额9615.40万元， 合计净卖出5930.30万元，深股通为第一大买入营业部及第一大卖出营业部，买入金额为4243.73万元，卖出金额为1.45亿元，合计净卖出1.03亿 元。 （原标题：胜利精密振幅15.25%，深股通龙虎榜上净卖出1.03亿元） 胜利精密今日下跌6.60%，全天换手率13.84%，成交额16.77亿元，振幅15.25%。龙虎榜数据显示，机构净卖出5930.30万元，深股通净卖出1.03亿 元，营业部席位合计净卖出1174.15万元。 深交所公开信息显示，当日该股因日振幅值达15.25%上榜，机构专用席位净卖出5930.30万元，深股通净卖出1.03亿元。 (产品代码: 560800) ★ 跟踪：中证数字经济主题指数 近五日涨跌：2.47% 市盈率：77.94倍 资金流向方面，今日该股主力资金净流出1.56亿元，其中， ...

Group 1 - The A-share consumer electronics sector experienced significant declines, with multiple stocks hitting their daily limit down [2] - Shengli Precision reached the daily limit down, indicating severe market pressure [2] - Shenglan Co. fell over 9%, while Yidong Electronics, Furi Electronics, and Chaoyang Technology also reported notable declines [2]

截至发稿，胜利精密市值为127亿元。 每经AI快讯，胜利精密（SZ 002426，收盘价：3.72元）发布公告称，2025年9月19日，胜利精密接受国 诚投资调研，公司董事会秘书、副总经理程晔等人参与接待，并回答了投资者提出的问题。 2025年1至6月份，胜利精密的营业收入构成为：消费电子占比68.87%，汽车零部件占比29.93%，其他 业务占比1.21%。 每经头条（nbdtoutiao）——5万亿ETF的370名基金经理薪酬大揭秘！他们的日常工作，就是跟着指数 买股票吗？ （记者 张明双） ...

Group 1: Business Overview - The company's main business segments are consumer electronics and automotive parts, providing precision metal and plastic components for 3C products like laptops, TVs, and smartphones [1] - The automotive parts segment focuses on supplying central control displays and lightweight magnesium alloy structures to both new energy and traditional vehicle manufacturers, with major clients including well-known Tier 1 suppliers and LCD manufacturers [1] Group 2: Financial Performance - In the first half of 2025, the overall gross margin increased, with consumer electronics products achieving a gross margin of 16.08%, up 4.61% year-on-year, and automotive parts reaching 31.24%, up 2.76% year-on-year, primarily due to product structure optimization and internal cost control [2] Group 3: Project Updates - The company is actively collaborating with leading enterprises on the composite copper foil project, currently undergoing continuous verification testing, with some small orders already received [1] - The company is progressing with its private placement project and will announce details based on its actual situation [2] Group 4: Future Plans - Future investments will focus on expanding production capacity in the automotive parts business and developing the composite fluid project, while the consumer electronics segment will prioritize steady progress [2] - The company will also explore opportunities in emerging fields, such as robotic components, based on market dynamics and its business conditions [2]

Group 1 - On September 17, Victory Precision's stock rose by 1.83%, with a trading volume of 1.47 billion yuan [1] - The financing data shows that on the same day, the company had a financing purchase amount of 160 million yuan and a financing repayment of 128 million yuan, resulting in a net financing purchase of 32.29 million yuan [1] - As of September 17, the total balance of margin trading for Victory Precision was 670 million yuan, accounting for 5.05% of its circulating market value, which is above the 90th percentile level over the past year [1] Group 2 - As of June 30, the number of shareholders for Victory Precision was 250,300, a decrease of 2.04% from the previous period [2] - For the first half of 2025, the company reported operating revenue of 1.699 billion yuan, a year-on-year decrease of 0.53%, and a net profit attributable to shareholders of the parent company of -42.41 million yuan, a year-on-year decrease of 355.45% [2] - Since its A-share listing, Victory Precision has distributed a total of 513 million yuan in dividends, with no dividends distributed in the last three years [2]

Market Performance - The integrated die-casting concept rose by 3.12%, ranking fourth among concept sectors, with 43 stocks increasing in value [1] - Notable gainers included Meilixin with a 20% limit-up, Rongtai Co., Changyuan Donggu, and Aikedi, all hitting the limit-up as well [1] - Leading stocks in terms of percentage increase included Xusheng Group, Top Group, and Duoli Technology, which rose by 8.29%, 7.67%, and 6.42% respectively [1] Capital Flow - The integrated die-casting sector saw a net inflow of 1.523 billion yuan, with 32 stocks receiving net inflows from major funds [2] - Top Group led the net inflow with 498 million yuan, followed by Huichuan Technology, Shengli Precision, and Genesis with net inflows of 331 million yuan, 227 million yuan, and 143 million yuan respectively [2] - Stocks with the highest net inflow ratios included Changyuan Donggu, Shengli Precision, and Furan De, with ratios of 15.55%, 14.57%, and 13.14% respectively [3] Stock Performance - Top Group had a daily increase of 7.67% with a turnover rate of 6.92% and a net inflow of 497.98 million yuan [3] - Huichuan Technology increased by 4.17% with a net inflow of 331.37 million yuan and a turnover rate of 3.41% [3] - Other notable performers included Aikedi with a 9.99% increase and a net inflow ratio of 13.07%, and Xusheng Group with an 8.29% increase and a net inflow ratio of 7.53% [3]

Market Overview - The consumer electronics sector rose by 0.83% on September 16, with Xiechuang Data leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Gainers in Consumer Electronics - Xiechuang Data (300857) closed at 66.95, up 13.10% with a trading volume of 361,300 shares and a turnover of 5.362 billion [1] - Wanrida (301285) closed at 51.63, up 11.54% with a trading volume of 88,400 shares and a turnover of 430 million [1] - Tonglian Precision (688210) closed at 50.46, up 10.13% with a trading volume of 105,400 shares and a turnover of 511 million [1] - Kosen Technology (603626) closed at 14.63, up 10.00% with a trading volume of 1,277,600 shares and a turnover of 1.829 billion [1] - Changying Precision (300115) closed at 28.14, up 8.94% with a trading volume of 2,005,300 shares and a turnover of 552.5 million [1] Top Losers in Consumer Electronics - Yabo Xuan (870357) closed at 26.43, down 3.36% with a trading volume of 28,600 shares and a turnover of 75.74 million [2] - Derun Electronics (002055) closed at 8.44, down 2.88% with a trading volume of 1,104,500 shares and a turnover of 927 million [2] - Yingli Co., Ltd. (300956) closed at 19.71, down 2.81% with a trading volume of 152,900 shares and a turnover of 301 million [2] Capital Flow Analysis - The consumer electronics sector saw a net inflow of 416 million from institutional investors, while retail investors experienced a net outflow of 173 million [2][3] - Major stocks like Kosen Technology and Changying Precision had significant net inflows from institutional investors, indicating strong interest [3]