星矿主力资金监控：早盘买入前十榜（截止时间： 10 时 50 分) | 排名 | 股票名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 沪电股份 | 5.06 | 21.73 | | 2 | 新易盛 | 2.86 | 7.66 | | 3 | 中际旭创 | 2.86 | 8.76 | | র | 工业富联 | 2.85 | 21.25 | | 5 | 乐普医疗 | 2.74 | 11.86 | | 6 | 光大证券 | 2.52 | 15.73 | | 7 | 寒武纪-U | 2.50 | 13.61 | | 8 | 润建股份 | 2.34 | 36.56 | | 9 | 巨力索具 | 2.18 | 26.31 | | 10 | 天孚通信 | 1.92 | 11.96 | | 排名 | 板块名称 | 主力资金净流入（亿元） | 主力资金净流入率(%) | | --- | --- | --- | --- | | ר | 电子 | 26.65 | 4.73 | | 2 | 电新行业 | 14.19 | 3.01 | | 3 | 通信 ...

从中证苏锡常发展主题指数持仓的市场板块来看，上海证券交易所占比57.38%、深圳证券交易所占比 42.62%。 从中证苏锡常发展主题指数持仓样本的行业来看，信息技术占比26.89%、工业占比21.84%、医药卫生 占比15.98%、金融占比13.80%、可选消费占比7.44%、通信服务占比6.42%、原材料占比4.59%、房地产 占比1.04%、公用事业占比0.71%、能源占比0.70%、主要消费占比0.58%。 资料显示，中证苏锡常发展主题指数的样本每半年调整一次，样本调整实施时间分别为每年6月和12月 的第二个星期五的下一交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时 间相同。在下一个定期调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本 退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则 处理。 据了解，中证苏锡常发展主题指数选取80只研发投入较高、成长性较好且符合产业转型升级方向的苏锡 常地区上市公司证券作为指数样本，以反映苏锡常地区优质上市公司证券的整体表现。该指数以2014年 12月31日为基日，以1000.0点为 ...

Core Viewpoint - The China Securities Index Su-Yin Wealth Management Yangtze River Delta Innovation Index has shown a slight decline recently, indicating potential challenges in the performance of technology companies in the Yangtze River Delta region [1][2] Group 1: Index Performance - The Su-Yin Wealth Management Yangtze River Delta Innovation Index opened high but fluctuated, closing down 0.16% at 1754.69 points with a trading volume of 24.806 billion [1] - Over the past month, the index has increased by 0.14%, but it has decreased by 12.00% over the last three months and is down 4.51% year-to-date [1] Group 2: Index Composition - The index comprises 100 technology companies from the Yangtze River Delta, selected based on strong R&D investment, profitability, and growth potential [1] - The top ten weighted companies in the index include: - Lanke Technology (6.09%) - Hikvision (4.92%) - Guodian NARI (4.86%) - United Imaging (4.51%) - Zhongwei Company (4.39%) - Siyuan Electric (3.56%) - Huhua Electric (3.20%) - Hengsheng Electronics (3.04%) - Xinhengcheng (2.69%) - Zhongkong Technology (2.25%) [1] Group 3: Market Segmentation - The index's holdings are primarily from the Shanghai Stock Exchange (56.20%) and the Shenzhen Stock Exchange (43.80%) [1] - In terms of industry distribution, the index shows the following sector allocations: - Information Technology: 42.41% - Industrial: 29.01% - Healthcare: 16.42% - Communication Services: 6.40% - Consumer Discretionary: 4.24% - Materials: 1.53% [2] Group 4: Sample Adjustment - The sample of the index is adjusted semi-annually, with changes implemented on the next trading day following the second Friday of June and December [2] - Weight factors are adjusted in accordance with the sample changes, and special circumstances may lead to temporary adjustments [2]

Group 1: Company Overview and Strategy - The company focuses on differentiated product competition strategy, relying on technology, management, and service advantages to maintain a balanced product layout and high-end differentiated products [3] - The top five customers reported significant revenue growth in 2024, emphasizing the company's long-term sustainable interests over short-term gains [3] - The company aims to enhance its resilience and competitive advantage through technological innovation and a diversified customer structure [3] Group 2: Capital Expenditure and Market Demand - Increased demand for AI-driven servers and high-speed network infrastructure has led to a rise in market opportunities, with the company investing heavily in key processes [4] - In Q1 2025, the company reported cash outflows of approximately 658 million for fixed assets and long-term assets [4] - A new project for AI chip-compatible high-end printed circuit board expansion is planned with a total investment of approximately 4.3 billion RMB, expected to enhance high-end product capacity [4] Group 3: Industry Challenges and Opportunities - The automotive PCB market faces oversupply in low-end segments, price competition, and fluctuating raw material costs, while also experiencing growth and increased competition [7] - The shift towards smart vehicles is accelerating, with companies focusing on L2-level assisted driving and smart cockpit technologies [7] - The company is leveraging its long-standing expertise in communication equipment and automotive electronics to enhance collaboration with clients in the new energy vehicle sector [7] Group 4: Production and Operational Efficiency - The company is transitioning its Thailand production base from trial to mass production, aiming to achieve expected production efficiency and product quality [8] - Efforts are being made to control initial costs through refined cost management and establish risk warning mechanisms for overseas operations [8]

Group 1: Revenue Structure - In 2024, the enterprise communication market is expected to generate approximately CNY 10.093 billion, with AI server and HPC-related PCB products accounting for about 29.48% [2] - High-speed network switches and related PCB products are projected to contribute around 38.56% to the revenue [2] - The automotive segment is anticipated to achieve revenue of approximately CNY 2.408 billion, with emerging automotive board products accounting for about 37.68% [2] Group 2: Automotive PCB Market Situation - The automotive PCB market is characterized by oversupply in the mid-to-low end, price competition, and fluctuations in raw material costs [3] - The trend towards smart technology is accelerating, with automakers pushing for intelligent upgrades [3] - The market is expected to undergo optimization and adjustment due to increasing competition and changing demand structures [3] Group 3: Company Strategy - The company focuses on differentiated operations, aligning technical and production capabilities with long-term market demand [4] - The top five customers reported significant growth in 2024, emphasizing the importance of maintaining a balanced customer base for sustainable growth [4] - The company aims to enhance its technological capabilities and adaptability to market changes through continuous investment in innovation [4] Group 4: Supply Situation for High-Complexity Boards - The demand for AI-driven servers and high-speed network infrastructure is creating opportunities, but supply for high-end products remains limited [5] - The company has increased investments in key processes and bottleneck processes, expecting improved capacity by the second half of 2025 [5] - In Q1 2025, cash outflow for fixed assets and long-term assets was approximately CNY 658 million [5] Group 5: Thailand Factory Development - The company is transitioning its Thailand production base from trial production to mass production, aiming to achieve expected production efficiency and product quality [6] - Efforts are underway to accelerate customer certification and product introduction, gradually releasing capacity [6] - A comprehensive risk management mechanism is being established to address operational risks associated with overseas factory construction [6]

Group 1: Company Overview - The company focuses on differentiated product strategies in the PCB market, primarily serving communication devices, data centers, and automotive electronics [2] - The revenue from AI-driven servers, data storage, and high-speed network infrastructure in 2024 is approximately CNY 10.093 billion, with AI servers and HPC-related PCB products accounting for 29.48% [3] - The automotive PCB revenue in 2024 is around CNY 2.408 billion, with emerging automotive products like millimeter-wave radar and HDI-based autonomous driving assistance making up 37.68% [3] Group 2: Business Strategy - The company emphasizes long-term sustainable growth by maintaining a balanced customer base and focusing on major clients [4] - Investment in technology and innovation is prioritized to adapt to market demands, particularly in high-density integration and high-speed signal transmission [4] - The company aims to enhance resilience and competitive advantage through diversified customer structures and supply chain flexibility [4] Group 3: Production Capacity and Investment - Increased demand for high-end products in AI-driven servers and data storage has led to a supply shortage, prompting the company to invest in key processes [5] - Cash flow for capital expenditures in Q1 2025 was approximately CNY 658 million, reflecting the company's commitment to expanding production capacity [5] Group 4: Thailand Factory Development - The company is transitioning its Thailand production base from trial production to mass production, aiming for efficiency and quality by Q2 2025 [6] - Cost control measures and risk management strategies are being implemented to ensure operational profitability during the initial phases of production [6]

沪士电子股份有限公司 沪士电子股份有限公司关于部分股票期权注销完成的公告 证券代码：002463 证券简称：沪电股份 公告编号：2025-41 上述具体内容详见2025年4月25日公司指定披露信息的媒体《证券时报》以 及巨潮资讯网（http://www.cninfo.com.cn）的《公司关于注销<公司2024年度股票 期权激励计划>部分股票期权的公告》（公告编号：2025-033）。 2025年5月8日，经中国证券登记结算有限责任公司深圳分公司审核确认，上 述107,500份股票期权的注销事宜已办理完成。公司注销上述股票期权符合《上市 公司股权激励管理办法》《公司2024年度股票期权激励计划》等相关规定，且履 行了必要的程序。 沪士电子股份有限公司董事会 二〇二五年五月九日 1 关于部分股票期权注销完成的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 沪士电子股份有限公司（下称"公司"）于2025年4月23日召开第八届董事 会第五次会议、第八届监事会第四次会议，审议并一致通过《关于注销<公司2024 年度股票期权激励计划>部分股票期权的议案》。根据《上 ...

沪士电子股份有限公司 2024 年度权益分派实施公告 证券代码：002463 证券简称：沪电股份 公告编号：2025-040 沪士电子股份有限公司 2024年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 沪士电子股份有限公司（下称"公司"）2024 年度权益分派方案已获 2025 年 4 月 28 日召开的 2024 年度股东会审议通过，现将权益分派事宜公告如下： 一、股东会审议通过权益分派方案的情况 1、2024 年度权益分派方案已获 2025 年 4 月 28 日召开的 2024 年度股东会 审议通过，具体方案为：以公司 2025 年 3 月 24 日的总股本 1,922,573,080 股为 基数，以截至 2024 年 12 月 31 日母公司的累积未分配利润向全体股东每 10 股 派发现金 5.00 元（含税），本次共拟分配现金 961,286,540 元。在分配方案实施 前，如果公司总股本由于股份回购、股权激励行权等原因而发生变化的，则以未 来实施分配方案时股权登记日的总股本为基数进行分配，并按照"分派比例不变， 调整分派总额" ...

Group 1: Revenue Structure - In 2024, the revenue from the AI-driven server, data storage, and high-speed network infrastructure market is approximately CNY 10.093 billion, with AI servers and HPC contributing significantly [2] - The automotive board segment achieved a revenue of approximately CNY 2.408 billion in 2024, with emerging automotive products accounting for about 37.68% [3] Group 2: Market Trends and Opportunities - The demand for AI-driven servers and high-speed network infrastructure is expected to grow, with a projected improvement in capacity supply by the second half of 2025 due to increased investment in key processes [4] - The 800G switch market is anticipated to grow rapidly, with PCB products related to high-speed networks expected to see over 90% quarter-on-quarter growth in the second half of 2024 [5] Group 3: Automotive PCB Market Dynamics - The automotive PCB market is characterized by oversupply in the mid-to-low end, price competition, and fluctuating raw material costs, with a shift towards smart technology and L2-level assisted driving becoming prevalent [6] - Companies are focusing on deep collaboration with clients in areas such as new energy vehicle systems and autonomous driving to enhance technological capabilities and adapt to market changes [6] Group 4: Strategic Focus and Long-term Goals - The company emphasizes sustainable long-term benefits over short-term gains, maintaining a balanced client structure to adapt to market demands [7] - Continuous investment in technology and innovation is crucial for maintaining competitiveness in high-density integration and high-speed signal transmission [7]

沪士电子股份有限公司关于全资子公司通过高新技术企业重新认定的公告 1 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 沪士电子股份有限公司（下称"公司"）的全资子公司黄石沪士电子有限公 司（下称"黄石沪士"）通过了高新技术企业重新认定，并于近日收到湖北省科 学技术厅、湖北省财政厅、国家税务总局湖北省税务局联合颁发的《高新技术企 业证书》，证书编号为GR202442003397，有效期为三年。 本次高新技术企业重新认定是在黄石沪士原高新技术企业证书有效期满后 进行的重新认定，根据《中华人民共和国企业所得税法》以及国家对高新技术企 业的相关税收规定，黄石沪士自本次通过高新技术企业重新认定后连续三年 （2024-2026年）可继续享受高新技术企业的相关税收优惠政策，按15%的税率缴 纳企业所得税。2024年度，黄石沪士已按照15%的企业所得税税率进行申报缴纳, 上述税收优惠政策不影响公司已经披露的财务数据和经营业绩。 沪士电子股份有限公司董事会 二〇二五年五月六日 证券代码：002463 证券简称：沪电股份 公告编号：2025-038 沪士电子股份有限公司 关于全资 ...