分红方面，兆驰股份A股上市后累计派现19.44亿元。近三年，累计派现13.08亿元。 机构持仓方面，截止2025年6月30日，兆驰股份十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股3391.80万股，相比上期减少4105.38万股。南方中证500ETF（510500）位居第八大流通股 东，持股3365.96万股，相比上期增加445.58万股。 9月9日，兆驰股份盘中下跌2.09%，截至10:51，报5.61元/股，成交2.38亿元，换手率0.93%，总市值 253.96亿元。 截至6月30日，兆驰股份股东户数10.06万，较上期增加0.45%；人均流通股44993股，较上期减少 0.45%。2025年1月-6月，兆驰股份实现营业收入84.83亿元，同比减少10.89%；归母净利润6.61亿元，同 比减少27.37%。 资金流向方面，主力资金净流出3560.00万元，特大单买入2339.22万元，占比9.81%，卖出3950.84万 元，占比16.58%；大单买入5253.16万元，占比22.04%，卖出7201.55万元，占比30.21%。 兆驰股份今年以来股价跌1.11%，近5个交易日涨0. ...

Group 1 - The black home appliance sector increased by 2.0% on September 5, with Zhao Chi Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Group 2 - On that day, the black home appliance sector saw a net inflow of 114 million yuan from main funds, while retail funds experienced a net outflow of 66.61 million yuan [2] - The main fund inflow for Zhao Chi Co., Ltd. was 53.41 million yuan, accounting for 6.23% of the total, while retail funds saw a net outflow of 17.14 million yuan [2] - Other notable companies included Chuangwei Digital with a main fund inflow of 46.09 million yuan and a retail fund outflow of 65.28 million yuan [2]

Group 1 - The core viewpoint of the news is that Zhaochi Co., Ltd. experienced a stock price increase of 5.24%, reaching 5.82 CNY per share, with a trading volume of 631 million CNY and a turnover rate of 2.47%, resulting in a total market capitalization of 26.347 billion CNY [1] - Zhaochi Co., Ltd. is based in Longgang District, Shenzhen, Guangdong Province, and was established on April 4, 2005, with its listing date on June 10, 2010. The company specializes in the research, manufacturing, sales, and service of home audio-visual and electronic products [1] - The main business revenue composition of Zhaochi Co., Ltd. includes multimedia audio-visual products and operational services at 66.90% and the LED industry chain at 33.10% [1] Group 2 - From the perspective of Zhaochi Co., Ltd.'s top ten circulating shareholders, a fund under Southern Fund is among them. The Southern CSI 500 ETF (510500) increased its holdings by 4.4558 million shares in the second quarter, holding a total of 33.6596 million shares, which accounts for 0.74% of the circulating shares [2] - The estimated floating profit for the Southern CSI 500 ETF (510500) today is approximately 9.7613 million CNY [2] - The Southern CSI 500 ETF (510500) was established on February 6, 2013, with a latest scale of 113.438 billion CNY. Year-to-date returns are 18.46%, ranking 1945 out of 4222 in its category, while the one-year return is 48.02%, ranking 1616 out of 3795 [2]

Core Viewpoint - Jiangxi Zhaochi Zhixi Circuit Co., Ltd. has been established with a registered capital of 300 million RMB, focusing on the manufacturing and wholesale of electronic components [1][2]. Group 1: Company Information - The legal representative of Jiangxi Zhaochi Zhixi Circuit Co., Ltd. is He Shengbin [1][2]. - The company is wholly owned by Jiangxi Zhaochi Crystal Display Co., Ltd., a subsidiary of Zhaochi Co., Ltd. (stock code: 002429) [1]. - The company is registered in Nanchang High-tech Industrial Development Zone, Jiangxi Province [2]. Group 2: Business Scope - The business scope includes manufacturing, wholesale, and retail of electronic components, as well as manufacturing and sales of electronic special materials and electromechanical components [2]. - The company is classified under the computer, communication, and other electronic equipment manufacturing industry [2].

Group 1 - Jiangxi Zhaochi Zhixian Circuit Co., Ltd. was established on September 3, with a registered capital of 300 million RMB [1] - The legal representative of the company is He Shengbin, and its business scope includes manufacturing, wholesale, and retail of electronic components [1] - The company is wholly owned by Jiangxi Zhaochi Jingxian Co., Ltd., a subsidiary of Zhaochi Co., Ltd. (002429) [1]

Group 1 - The stock price of Zhao Chi Co., Ltd. (002429) closed at 5.53 yuan on September 4, 2025, down by 3.49% with a turnover rate of 3.84% and a trading volume of 1.7391 million shares, resulting in a transaction amount of 978 million yuan [1] - On September 4, 2025, the net outflow of main funds was 121 million yuan, while retail investors saw a net inflow of 103 million yuan [1][3] - The company announced that it would provide guarantees for its subsidiary Jiangxi Zhao Chi Semiconductor Co., Ltd., with a maximum principal balance of 200 million yuan [1][3] Group 2 - The company plans to provide guarantees not exceeding 772 million yuan and 10 million USD for its subsidiaries in 2025 [1] - As of the announcement date, the actual guarantee balance for the company and its subsidiaries was 2.917 billion yuan, accounting for 18.37% of the audited net assets as of December 31, 2024 [1]

Group 1 - The company, Zhao Chi Co., announced that it and its controlling subsidiaries have no overdue external guarantees, nor are there any ongoing lawsuits related to external guarantees or losses incurred from being ruled against in such guarantees [2]

证券代码：002429 证券简称：兆驰股份 公告编号：2025-034 深圳市兆驰股份有限公司 关于为下属子公司申请综合授信提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、 担保情况概述 深圳市兆驰股份有限公司（以下简称"公司"）分别于 2025 年 4 月 15 日、2025 年 5 月 7 日召开第六届董事会第十八次会议、2024 年年度股东大会，审议通过了《关 于为下属子公司申请综合授信提供担保的议案》，同意公司及合并报表范围内的子 公司为下属子公司向银行/金融机构等申请综合授信提供担保，2025 年度预计提供 不超过人民币 772,000 万元、美元 1,000 万元的担保，具体担保金额、方式、范围、 期限等以相关合同约定为准，担保额度可在子公司之间按照实际情况调剂使用。担 保额度有效期限自公司 2024 年年度股东大会审议通过之日起至 2025 年年度股东大 会召开之日止。具体内容详见公司于 2025 年 4 月 17 日、2025 年 5 月 8 日在巨潮资 讯网（www.cninfo.com.cn）上披露的《关于为下属子公 ...

Market Overview - The black home appliance sector experienced a decline of 2.11% on September 3, with Sichuan Jiuzhou leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Stock Performance - Notable gainers included: - XGIMI Technology (688696) with a closing price of 133.60, up 3.65% [1] - *ST Gauss (002848) at 9.18, up 2.34% [1] - Zhao Chi Co., Ltd. (002429) at 5.73, up 2.14% [1] - Significant decliners included: - Sichuan Jiuzhou (000801) at 16.04, down 7.55% [1] - Sichuan Changhong (600839) at 10.64, down 3.62% [1] - NineLink Technology (688609) at 10.50, down 3.58% [1] Capital Flow - The black home appliance sector saw a net outflow of 331 million yuan from institutional investors, while retail investors had a net inflow of 364 million yuan [1] - Detailed capital flow for selected stocks showed: - Zhao Chi Co., Ltd. (002429) had a net inflow of 19.66 million yuan from institutional investors [2] - Sichuan Jiuzhou (000801) experienced a net outflow of 82.99 million yuan from institutional investors [2] - Retail investors contributed a net inflow of 88.90 million yuan to Sichuan Jiuzhou [2]

Summary of Key Points Overall Market Trends - The overall market shows a rebound in institutional attention, particularly in the mechanical, pharmaceutical, and automotive sectors [5][6][7] - The Shanghai and Shenzhen 300 indices have shown varied performance across different sectors, with banking and utilities leading in gains [1][2] Industry Insights - The pharmaceutical sector is witnessing significant advancements in the small molecule GLP-1RA space, with Orforglipron leading globally and domestic pipelines gaining value [28][30][31] - The mechanical industry is focusing on unmanned intelligent equipment, highlighted by the upcoming military parade showcasing new technologies [35][36][38] Company-Specific Updates - **Old Phoenix (老凤祥)**: The company reported a 10.5% year-on-year increase in Q2 revenue, with a focus on brand rejuvenation and product upgrades [42][44] - **Federation Pharmaceutical (联邦制药)**: The company achieved a 4.61% increase in revenue for H1 2025, with significant growth in its formulation segment [46][48] - **Giant Star Agriculture (巨星农牧)**: The company experienced a 66.49% increase in revenue for H1 2025, driven by a substantial rise in pig sales [51][52] - **China Shenhua (中国神华)**: The company reported a decline in revenue but maintained strong integrated operations, with a focus on asset injection and sustainable dividends [56][58] Investment Recommendations - The small molecule GLP-1RA market is expected to provide new growth opportunities, with several domestic companies positioned to benefit from international expansion [33] - Companies involved in the mechanical sector, particularly those developing robotic technologies, are recommended for investment due to their innovative potential [39][40]