Group 1 - The company, Xingsen Technology, has announced its capabilities in Tenting reduction method, Msap improved semi-additive method, and SAP semi-additive method processes [1] - The related technologies and products are applicable in the COWOP packaging field [1]

Core Viewpoint - On July 30, 2023, Xingsen Technology's stock price increased by 5.2%, reaching 19.22 CNY per share, with a trading volume of 1.38 billion CNY and a turnover rate of 4.93%, resulting in a total market capitalization of 32.668 billion CNY [1] Company Overview - Shenzhen Xingsen Quick Circuit Technology Co., Ltd. is located in the Shenzhen Bay Technology Eco-Park and specializes in providing advanced electronic circuit solutions, covering the entire process from design to testing and delivery [1] - The company possesses core technologies and mass production capabilities in the integrated circuit manufacturing sector, with products spanning the electronic hardware packaging field [1] - Xingsen Technology has achieved significant performance in various sectors, including communications, data centers, industrial control, medical, and consumer electronics, earning the trust of global benchmark clients [1] Financial Performance - For the period from January to March 2025, Xingsen Technology reported operating revenue of 1.58 billion CNY, reflecting a year-on-year growth of 13.77% [1] - The net profit attributable to shareholders was 9.3724 million CNY, which represents a year-on-year decrease of 62.24% [1] Shareholder Information - As of July 18, 2023, Xingsen Technology had 86,000 shareholders, with an average of 17,400 circulating shares per person [1]

-今日A股共有15只个股振幅超过20%； -三元基因、基康技术、上纬新材等个股振幅居前； 【主力资金】 -主力资金今日净流入医药生物、银行、交通运输、通信、煤炭等板块，净流出计算机、电子、机械设 备、电力设备、有色金属等板块； -新易盛、云南锗业、紫光国微、祥鑫科技、天孚通信主力资金净流入规模居前，分别净流入12.77亿 元、5.65亿元、5.26亿元、4.56亿元、4.42亿元； -孩子王、兴森科技、东方财富、光迅科技、硕贝德主力资金净流出规模居前，分别净流出9.42亿元、 7.79亿元、6.18亿元、5.51亿元、5.16亿元。 【换手率高】 -今日A股共有22只个股换手率超过30%，5股换手率超40%； -北方长龙、贝因美、南方路机等个股换手率居前； ...

证券代码：002436 证券简称：兴森科技 公告编号：2025-07-043 深圳市兴森快捷电路科技股份有限公司 关于购买子公司广州兴科半导体有限公司 24%股权完成过户的公告 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。 深圳市兴森快捷电路科技股份有限公司（以下简称"公司"）于 2025 年 6 月 11 日召 开第七届董事会第八次会议，审议通过了《关于拟参与购买子公司广州兴科半导体有限公 司 24%股权的议案》，同意公司以挂牌底价 31,998.7727 万元进场参与购买子公司广州兴 科半导体有限公司（以下简称"广州兴科"）少数股东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"）所持有的广州兴科 24%股权（以下简称"标的股权"）。 详见公司披露的《关于拟参与购买子公司广州兴科半导体有限公司 24%股权的公告》 （2025-06-033）、《关于购买子公司广州兴科半导体有限公司 24%股权的进展公告》 （2025-07-039）。 截至本公告日，广州兴科已完成了股东变更相关的工商登记手续及公司章程备案。具 体登记信息如下： 名称：广州兴科半导 ...

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]