Summary of Key Points Core Viewpoint - A total of 135 stocks received buy ratings from institutions today, with 17 stocks receiving initial attention from institutions, indicating a strong interest in the market and potential investment opportunities [1]. Institutional Ratings - 140 buy rating records were published today, with 29 of these providing future target prices. 13 stocks have an upside potential exceeding 20%, with AVIC Optoelectronics showing the highest potential at 61.62% [1]. - Notable stocks with high upside potential include Noli Shares at 48.46% and United Imaging Healthcare at 37.22% [1]. - 17 stocks received initial buy ratings from institutions, including Haimeixing and Hengli Hydraulic [1]. Market Performance - Stocks rated with buy ratings saw an average increase of 3.27%, outperforming the Shanghai Composite Index. 119 stocks experienced price increases, with several hitting the daily limit up [1]. - Stocks with significant declines included Noli Shares, Agricultural Bank, and Shoufang Environmental Protection, with declines of 3.23%, 2.93%, and 1.26% respectively [1]. Industry Focus - The most favored industries include power equipment and machinery, each with 17 stocks listed in the buy rating category. The pharmaceutical and communication sectors also attracted attention, with 15 and 6 stocks respectively [2]. - Specific stocks receiving multiple buy ratings include Betaini, Kebo Da, AVIC Optoelectronics, and Yunnan Baiyao, each with two buy ratings [2][3]. Detailed Stock Information - A selection of stocks with buy ratings includes: - Betaini (2 ratings, +2.22% today, PE 40.30) in beauty care - Kebo Da (2 ratings, +10.00% today, PE 27.44) in automotive - AVIC Optoelectronics (2 ratings, +0.57% today, PE 28.83) in defense and military [2][3]. - Other notable stocks include: - Yunnan Baiyao (2 ratings, +1.06% today, PE 14.56) in pharmaceuticals - Zhonglian Heavy Industry (2 ratings, +0.41% today, PE 11.39) in machinery [2][3]. Additional Stock Ratings - Additional stocks with single buy ratings include: - Xuji Electric (1 rating, +2.09% today, PE 18.44) in power equipment - Xugong Machinery (1 rating, -0.20% today, PE 13.29) in machinery - China Rare Earth (1 rating, +2.33% today, PE 174.07) in non-ferrous metals [3][4].

事件：公司发布2025 半年报，公司1H2025 实现营收34.26 亿元，同比+18.91%；实现归母净利润0.29 亿 元，同比+47.85%%。Q2 单季度实现营收18.46 亿元，同比+23.69%，环比+16.88%；实现归母净利润 0.19 亿元，同比扭亏，环比+107.64%。 投资建议：预计公司2025-2027 年实现营收70.77/87.80/108.20 亿元，归母净利润1.06/3.31/7.46 亿元。对 应PE 分别为293.2/93.5/41.5 倍，维持"增持"评级。 风险提示：产品或服务客户端认证失败风险；研发人员流失风险；宏观经济下行风险。 PCB 业务稳健增长，北京兴斐增长迅速：公司1H2025 PCB 业务实现营收24.48 亿元、同比增长 12.80%，其中北京兴斐受益于战略客户高端手机业务的恢复性增长、份额提升及高端光模块基板批量 出货，实现收入5.00亿元，同比增长25.50%，实现净利润8,556.44 万元，同比增长46.86%。 IC 载板海内外客户快速拓展：公司1H2025 半导体业务实现营收8.31 亿元，同比增长38.39%，毛利率 为-16.78%， ...

人民财讯9月5日电，兴森科技（002436）9月5日在互动平台称，公司已布局FOPoP相关技术，目前已与 客户接洽并形成对应技术储备，但该技术的产业化落地仍需一定时间推进。 ...

证券日报网讯兴森科技9月3日在互动平台回答投资者提问时表示，截至2025年8月29日，公司股东总户 数为十三万零四百余户。 （文章来源：证券日报） ...

AI demand is still key; midplane adoption visibility in Q425 the earliest AI remains the most interested downstream at all meetings. High Density Interconnect (HDI) and High Layer Count (HLC) PCB demand remains strong from both Nvidia and ASIC, with high order visibility into Q3 and Q425. Discussions around next-gen products mostly revolved around midplane design replacing copper cable in future AI systems. Visibility on adoption of midplane solution (3*26L=78L HLC PCB) will likely firm up in Q425. M9-grade ...

（文章来源：证券日报） 证券日报网讯兴森科技9月2日在互动平台回答投资者提问时表示，公司ATE半导体测试板业务正处于扩 产阶段，整体平稳发展，保持较好的盈利能力和发展势头。 ...

证券之星消息，9月2日元件板块较上一交易日下跌5.86%，南亚新材领跌。当日上证指数报收于 3858.13，下跌0.45%。深证成指报收于12553.84，下跌2.14%。元件板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 832491 | 圆迪威 | 32.29 | 3.16% | 9.50万 | 3.02亿 | | 688655 | 迅捷兴 | 24.20 | 1.38% | 5.13万 | 1.22亿 | | 300476 | 胜宏科技 | 270.50 | 0.05% | 83.59万 | 232.93亿 | | 300739 | 明阳电路 | 17.82 | -0.61% | - 38.84万 | 6.89亿 | | 871981 | 晶賽科技 | 39.34 | -0.86% | 2.85万 | 1.11亿 | | 688539 | 高华科技 | 33.28 | -1.42% | 5.68万 | 1.91亿 | | 920128 | 胜业电气 | 33.90 | ...

格隆汇9月2日｜景旺电子、长飞光纤、济民健康、东材科技、兴森科技、江海股份、剑桥科技、星网锐 捷、麦格米特、英维克等十余只高位人气股封跌停板，天孚通信、华虹公司、长光华芯、胜蓝股份、华 光新材、广生堂、欧陆通、汇成真空、隆扬电子、锐捷网络、鼎通科技、德科立等30余股跌超10%。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) ...

Group 1 - A significant number of high-profile stocks, including Jingwang Electronics, Changfei Fiber, and Jimin Health, have hit the daily limit down [1] - Over 30 stocks, such as Tianfu Communication and Huahong Company, have experienced declines exceeding 10% [1]

Market Performance - The main board led the gains with notable increases in stocks such as Guoan Co. (+10.07%), Tongfu Microelectronics (+10.01%), and Jianghai Co. (+10.01%) [1] - The ChiNext board saw significant growth with Tongda Sea (+20.01%) and Jiebang Technology (+20.00%) leading the way [1] - The Sci-Tech Innovation board was led by Aerospace Hongtu (+17.94%) and Kaipu Cloud (+16.52%) [1] - Active sub-industries included SW Printed Circuit Boards (+3.54%) and SW Integrated Circuit Packaging and Testing (+1.73%) [1] Domestic News - A research team from Peking University and Hong Kong City University proposed a concept for a "Universal Photonic Fusion Wireless Transceiver Engine," successfully developing a chip for high-speed wireless communication with a coverage range exceeding 110 GHz [1] - TSMC is set to begin construction of a new 1.4nm advanced process wafer plant in Taiwan, with an estimated total investment of NT$1.2 trillion to NT$1.5 trillion (approximately $39.2 billion to $49 billion) [1] - GalaxyCore launched a high-performance 5MP image sensor GC5605 designed for AI PC applications, enhancing video quality for scenarios like video conferencing [1] - Tailin Micro announced plans to acquire 100% of Shanghai Panqi Microelectronics to expand its low-power IoT wireless connection platform [1] Company Announcements - Howey Group reported a total revenue of 13.956 billion yuan for H1 2025, a year-on-year increase of 15.42%, with a net profit of 2.028 billion yuan, up 48.34% [2] - Dingjie Smart reported total revenue of 1.045 billion yuan for H1 2025, a 4.08% increase, with a net profit of 45 million yuan, up 6.09% [2] - Lingyi Technology reported total revenue of 23.625 billion yuan for H1 2025, a 23.35% increase, with a net profit of 930 million yuan, up 35.94% [2] - Kaisheng Technology reported total revenue of 2.765 billion yuan for H1 2025, a 24.7% increase, with a net profit of 52 million yuan, up 23.7% [2] Overseas News - Dell Technologies reported $5.6 billion in AI server orders for Q2, a significant drop from $12.1 billion in the previous quarter, with AI server shipments totaling $8.2 billion [2] - The U.S. Department of Commerce announced the revocation of export exemptions for Intel Semiconductor (Dalian), Samsung China Semiconductor, and SK Hynix Semiconductor (China) [2] - Research from Stanford University indicated a 13% decline in employment rates for workers aged 22 to 25 in AI-affected occupations since 2022, with software development and customer service being the most impacted [2] - Intel announced modifications to its funding agreement with the U.S. Department of Commerce, allowing it to access approximately $5.7 billion in cash earlier than planned [2]