深圳市兴森快捷电路科技股份有限公司（以下简称"公司"）与科学城（广州）投 资集团有限公司、国家集成电路产业投资基金股份有限公司（以下简称"大基金"）、 广州兴森众城企业管理合伙企业（有限合伙）于 2020 年共同投资设立了广州兴科半 导体有限公司（以下简称"广州兴科"）。根据投资协议约定，大基金委派臧启楠女士 为公司董事、广州兴科董事。日前，大基金已按前期投资协议的约定退出广州兴科。 近日，公司董事会收到董事臧启楠女士递交的辞职报告。臧启楠女士申请辞去公 司董事、广州兴科董事职务，其辞职后不再担任公司任何职务。 根据《公司法》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公 司规范运作》《公司章程》等相关规定，臧启楠女士在任期内辞职，未导致公司董事 会成员低于法定最低人数，臧启楠女士的辞职报告自送达董事会之日起生效，其辞职 不会对公司生产经营产生影响。 截至本公告披露日，臧启楠女士未持有公司股份，也不存在按照相关监管规定应 履行而未履行的任何承诺。 公司将尽快按照法定程序完成董事的补选工作。 证券代码：002436 证券简称：兴森科技 公告编号：2025-07-044 深圳市兴森快捷电路科技股份有 ...

Group 1 - The stock of Xingsen Technology reached the daily limit, with a turnover rate of 11.26% and a transaction amount of 2.979 billion yuan, showing a fluctuation of 8.56% [2] - Institutional net buying amounted to 50.7485 million yuan, while the Shenzhen Stock Connect recorded a net selling of 52.3939 million yuan [2] - The top five trading departments accounted for a total transaction of 800 million yuan, with a net buying of 37.8417 million yuan [2] Group 2 - As of July 25, the latest margin trading balance for the stock was 1.666 billion yuan, with a financing balance of 1.652 billion yuan and a securities lending balance of 13.3602 million yuan [3] - Over the past five days, the financing balance increased by 378 million yuan, representing a growth of 29.66% [3] - The stock's main capital inflow for the day was 323 million yuan, with a significant single net inflow of 430 million yuan [2]

Core Viewpoint - The 6G concept sector has shown a positive performance with a 2.25% increase, ranking 8th among concept sectors, indicating growing investor interest and potential in this area [1] Group 1: Market Performance - As of July 28, the 6G concept sector saw 54 stocks rise, with notable performers including ShuoBeide (20% limit up), Xingsen Technology, ZhiZhen Technology, and Guangxun Technology, all hitting the limit up [1] - The top gainers in the sector included Jingwang Electronics (8.37%), Huazheng New Materials (6.51%), and Jinxin Nuo (5.79%) [1] - Conversely, stocks like Caixun Co., China Telecom, and China Mobile experienced declines of 2.67%, 1.08%, and 0.82% respectively [1] Group 2: Capital Flow - The 6G concept sector attracted a net inflow of 2.845 billion yuan, with 39 stocks receiving net inflows, and 5 stocks exceeding 100 million yuan in net inflow [1] - Guangxun Technology led the net inflow with 1.257 billion yuan, followed by ShuoBeide (833 million yuan), Xingsen Technology (323 million yuan), and ZTE Corporation (135 million yuan) [1] - The top three stocks by net inflow ratio were Shijia Technology (27.14%), ShuoBeide (26.89%), and Guangxun Technology (21.99%) [2]

Group 1 - The 6G concept has seen a strong surge in the market, with companies like ShuoBeide rising nearly 17%, and others such as XingSen Technology and ZhiZhen Technology hitting the daily limit up [1] - The Ministry of Industry and Information Technology (MIIT) is committed to promoting high-quality development in the information and communication industry, focusing on network construction, application promotion, and technological innovation [1] - MIIT plans to accelerate the deployment of 5G-A and 10G optical networks, and enhance the national integrated computing power network system [1] Group 2 - The telecommunications industry in China has maintained stable operations in the first half of the year, with continuous growth in telecom business volume and expansion of user scales for 5G, gigabit, and IoT [2] - By 2025, the telecommunications sector is expected to experience a period of technological iteration and policy benefits, with new growth drivers from AI, quantum communication, and low-altitude economy [2] - There is an anticipated ongoing demand for communication infrastructure such as base stations, optical cables, and data centers, which will create new opportunities for devices, equipment, and service operations [2]

Market Overview - The A-share market experienced fluctuations on July 25, with the Shanghai Composite Index down by 0.33%, the Shenzhen Component down by 0.22%, and the ChiNext down by 0.23% [1] - A total of 2,532 stocks rose while 2,724 stocks fell, with market turnover at 1.82 trillion yuan, a decrease of over 50 billion yuan compared to the previous day [1] - The multi-modal AI sector saw significant gains, with stocks like Tianrun Technology, Yinsai Group, Hanwang Technology, and Jingye Da hitting the daily limit [1] Sector Performance - The medical device sector rose against the market trend, with the medical device index increasing by 1.07%. Notable stocks included Kangtai Medical and Zhengchuan Co., which both hit the daily limit [2] - The recent launch of the 11th batch of centralized procurement by the National Medical Insurance Administration is expected to optimize procurement rules, moving away from a sole focus on low prices [2] - Citic Securities anticipates that the medical device sector will see valuation and performance recovery due to the new procurement rules and product innovation opportunities [2] Fund Flow Analysis - For the week of July 21 to 25, A-share main funds saw a net outflow of 123.735 billion yuan, with significant outflows in machinery, basic chemicals, computers, and power equipment sectors [3] - Only three sectors experienced net inflows: banking (14.46 billion yuan), beauty care (3.52 billion yuan), and the comprehensive sector (48.32 million yuan) [4] - Notable individual stocks with over 1 billion yuan net inflow included Xingsen Technology, Ningde Times, and Tianqi Lithium, with Xingsen Technology leading at 7.71 billion yuan [4] Lithium Market Insights - The lithium carbonate market is currently in a state of oversupply, but improvements in supply due to policy tightening and capacity clearance are expected [5] - The price of lithium carbonate futures rose by 7.21% to 76,700 yuan per ton, rebounding over 30% from the end of June [4] - By 2027-2028, it is projected that lithium carbonate supply and demand will balance, with prices potentially exceeding 100,000 yuan per ton [5] ETF Information - The 500 Quality Growth ETF, tracking the CSI 500 Quality Growth Index, has seen a recent increase of 2.57% over five days, with a price-to-earnings ratio of 16.90 times [7]

Group 1 - The company issued a total of 268.90 million yuan in convertible bonds, known as "Xingsen Convertible Bonds," which were approved by the China Securities Regulatory Commission and listed on the Shenzhen Stock Exchange on August 17, 2020 [1][2] - The conversion period for the bonds started on January 29, 2021, and ended on July 22, 2025, with the bonds ceasing trading on July 18, 2025 [2] - A total of 1,355,765 bonds were converted into company shares, resulting in a total redemption amount of 146,655,850 yuan, which was completed on July 23, 2025 [2][3] Group 2 - The "Xingsen Convertible Bonds" were delisted from the Shenzhen Stock Exchange on July 23, 2025, marking the end of their trading and conversion [3] - The company's total share capital increased from 1,689,629,591 shares to 1,699,673,563 shares due to the conversion of the bonds [5]

| 证券代码：002436 | 证券简称：兴森科技 | 公告编号：2025-07-042 | | --- | --- | --- | | 债券代码：128122 | 债券简称：兴森转债 | | 1、"兴森转债"到期兑付数量：1,333,235 张 2、"兴森转债"到期兑付金额：146,655,850 元（含税及最后一期利息） 3、"兴森转债"到期兑付资金发放日：2025 年 7 月 23 日 4、"兴森转债"摘牌日：2025 年 7 月 23 日 根据公司《公开发行可转换公司债券募集说明书》（以下简称"《募集说明 书》"）的规定，公司发行的可转换公司债券转股期自可转换公司债券发行结束 之日（2020 年 7 月 29 日）起满六个月后的第一个交易日起至本次可转债到期日 止，即自 2021 年 1 月 29 日至 2025 年 7 月 22 日。 深圳市兴森快捷电路科技股份有限公司 关于"兴森转债"到期兑付结果及股本变动的公告 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。 重要内容提示： 一、"兴森转债"上市概况 经中国证券监督管理委员会《关于核准深圳市兴森快 ...

Group 1 - A total of 390 stocks reported their latest shareholder numbers as of July 20, with 188 stocks showing a decrease compared to the previous period [1][3] - The stocks with the largest decline in shareholder numbers include Chuangyitong, Huizhong Co., and Xingsen Technology, with declines of 27.39%, 24.28%, and 18.87% respectively [3][4] - The average increase in the concentrated chip stocks since July 1 is 4.56%, outperforming the Shanghai Composite Index, which increased by 3.99% [2] Group 2 - Among the stocks with a decline of over 10% in shareholder numbers, 19 stocks were identified, with Huicheng Co. showing the highest increase in stock price at 41.92% since July 1 [2][3] - The latest performance report indicates that four stocks have already released their half-year earnings, with Baolong Chuangyuan and Guoyuan Securities showing net profit growth rates of 42.68% and 40.44% respectively [4] - The industry distribution of concentrated chip stocks shows a significant presence in machinery, basic chemicals, and electronics, with 25, 22, and 13 stocks respectively [3][4]

Group 1 - The printed circuit board sector is experiencing a rise, with companies such as Benwei Intelligent (300964) and Mankun Technology (301132) seeing gains of over 10% [1] - Other companies in the sector, including Guanghe Technology (001389), Xingsen Technology (002436), Huazheng New Materials (603186), Shengyi Electronics, and Jinlu Electronics (301282), are also witnessing upward movement [1] Group 2 - Dark pool funds are flowing into these stocks, indicating increased investor interest [2]

兴森科技在互动平台表示，公司光模块业务正常推进中，已进入量产阶段，但目前光模块业务占公司整 体营收比例相对较低。 ...