沪士电子股份有限公司 沪士电子股份有限公司关于高级管理人员股份减持计划实施完成的公告 证券代码：002463 证券简称：沪电股份 公告编号：2025-078 关于高级管理人员股份减持计划实施完成的公告 高级管理人员李明贵先生保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。本公司及董事会全体成员保证公告内容 与信息披露义务人提供的信息一致。 沪士电子股份有限公司（下称"公司"）于2025年9月1日在公司指定披露信息 的媒体《证券时报》以及巨潮资讯网（www.cninfo.com.cn）披露了《关于公司高 级管理人员拟减持公司股份的预披露公告》（公告编号2025-053），李明贵先生计划 自上述公告披露之日起15个交易日后的三个月内，暨2025年9月23日至2025年12月 22日期间，以集中竞价交易的方式减持其持有的公司股份不超过160,400股。 公司现收到李明贵先生出具的《关于股份减持计划实施完毕的告知函》，李明 贵先生在2025年11月6日至2025年11月18日期间通过集中竞价交易卖出55,000股公 司股票，占公司目前总股本的比例约为0.0029%。上述减持计划已实施 ...

Market Performance - The component sector increased by 4.81% compared to the previous trading day, with Nanya Technology leading the gains [1] - The Shanghai Composite Index closed at 3917.36, up 0.69%, while the Shenzhen Component Index closed at 13332.73, up 1.47% [1] Top Gainers in the Component Sector - Nanya Technology (Code: 6158889) closed at 65.65, up 9.84% with a trading volume of 78,800 shares and a transaction value of 502 million [1] - Jingwang Electronics (Code: 603228) closed at 72.87, up 8.86% with a trading volume of 476,000 shares and a transaction value of 3.396 billion [1] - Mingyang Circuit (Code: 300739) closed at 18.11, up 8.70% with a trading volume of 420,100 shares and a transaction value of 751 million [1] - Shengyi Technology (Code: 600183) closed at 65.57, up 8.51% with a trading volume of 510,200 shares and a transaction value of 3.269 billion [1] - Dongshan Precision (Code: 002384) closed at 81.82, up 8.20% with a trading volume of 606,100 shares and a transaction value of 4.878 billion [1] Market Capital Flow - The component sector saw a net inflow of 2.45 billion from major funds, while retail investors experienced a net outflow of 1.027 billion [2] - Major funds showed a significant interest in stocks like Huadian Technology (Code: 002463) and Shengyi Technology (Code: 600183), with net inflows of 464.1 million and 425 million respectively [3] - Retail investors showed a net outflow in several stocks, indicating a cautious sentiment among smaller investors [3]

Core Viewpoint - The financial performance of Huadian Co., Ltd. shows significant growth in revenue and net profit, alongside notable changes in shareholder structure and trading activity, indicating a dynamic investment landscape for the company [2][3]. Group 1: Financial Performance - For the period from January to September 2025, Huadian Co., Ltd. achieved a revenue of 13.51 billion yuan, representing a year-on-year increase of 49.96% [2]. - The net profit attributable to shareholders reached 2.72 billion yuan, reflecting a year-on-year growth of 47.03% [2]. - Cumulative cash dividends since the A-share listing amount to 4.11 billion yuan, with 2.20 billion yuan distributed over the past three years [2]. Group 2: Shareholder and Trading Activity - As of September 30, 2025, the number of shareholders increased to 162,000, a rise of 26.43% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 20.88% to 11,866 shares [2]. - On December 19, 2025, Huadian Co., Ltd. experienced a financing buy-in of 230 million yuan, with a net financing outflow of approximately 72.90 million yuan, indicating high trading activity [1].

Market Overview - The Shanghai Composite Index rose by 0.16% on December 18, with 12 sectors experiencing gains, led by the banking and coal industries, which increased by 1.97% and 1.89% respectively [1] - Conversely, the power equipment and communication sectors saw declines of 2.22% and 1.58% respectively, with the electronics sector also ranking third in terms of losses [1] Capital Flow Analysis - The main capital flow showed a net outflow of 32.578 billion yuan across the two markets, with 8 sectors experiencing net inflows [1] - The defense and military industry led the net inflow with 2.29 billion yuan and a daily increase of 0.90%, followed by the banking sector with a net inflow of 927 million yuan [1] Electronics Sector Performance - The electronics sector declined by 1.51%, with a total net outflow of 11.042 billion yuan [2] - Out of 474 stocks in the electronics sector, 162 stocks rose, while 304 stocks fell, with 3 stocks hitting the daily limit up [2] - Notably, the top three stocks with the highest net inflow were Zhaoyi Innovation (8.60 billion yuan), Wanrun Technology (4.06 billion yuan), and Saiwei Electronics (2.13 billion yuan) [2] Electronics Sector Outflow - The top three stocks with the highest net outflow in the electronics sector were Industrial Fulian (-23.17 billion yuan), Shenghong Technology (-10.27 billion yuan), and Huadian Co., Ltd. (-5.33 billion yuan) [3] - Other notable stocks with significant outflows included Luxshare Precision (-4.99 billion yuan) and Nanda Optoelectronics (-4.81 billion yuan) [3]

Market Overview - The Shanghai Composite Index rose by 0.16% while the Shenzhen Component Index fell by 1.29% and the ChiNext Index decreased by 2.17% [1] - The total market turnover was 1,672.2 billion yuan, a decrease of 162.1 billion yuan compared to the previous day [1] Sector Performance - The healthcare and commercial aerospace sectors were active, with the healthcare sector showing strength [2] - Huaren Health (301408) hit the daily limit up of 20%, while other stocks like Luyan Pharmaceutical (002788) and Zhongyao Holdings (000950) also reached the daily limit [2] - The commercial aerospace sector performed strongly, with stocks like Tianyin Electromechanical (300342) and Aerospace Huanyu rising over 10%, and others like Shunhao Co. (002565) and Shenjian Co. (002361) hitting the daily limit [2] - The PCB sector experienced a correction, with stocks such as Huitian Co. (002463) and Shengyi Technology (600183) dropping over 5%, and Dongshan Precision (002384) falling over 6% [2] - The battery sector also saw a decline, with Huasheng Lithium Battery dropping over 10%, and Haike New Energy (301292) and Tianhua New Energy (300390) falling over 5% [2]

Group 1 - The core point of the article highlights the decline in the stock price of Hu Dian Co., which fell by 5.1% to 68.33 yuan per share, with a trading volume of 2.78 billion yuan and a turnover rate of 2.09%, resulting in a total market capitalization of 131.49 billion yuan [1] - Hu Dian Co., established on April 14, 1992, and listed on August 18, 2010, is primarily engaged in the research, production, and sales of printed circuit boards (PCBs), with PCB business revenue accounting for 95.98% of total revenue and other business contributing 4.02% [1] Group 2 - From the perspective of major fund holdings, data shows that one fund under Taixin Fund has a significant position in Hu Dian Co. The Taixin Low Carbon Economy Mixed Fund A (013469) increased its holdings by 52,800 shares in the third quarter, bringing the total to 152,600 shares, which represents 9.94% of the fund's net value, making it the largest holding [2] - The Taixin Low Carbon Economy Mixed Fund A (013469), established on November 3, 2021, has a latest scale of 11.84 million yuan, with a year-to-date return of 63.47%, ranking 474 out of 8100 in its category, and a one-year return of 61.24%, ranking 508 out of 8065 [2] - The fund manager, Wu Bingtang, has been in position for 6 years and 149 days, managing total assets of 250 million yuan, with the best fund return during his tenure being 183.54% and the worst being -31.65% [2]

Core Insights - The public fund industry is experiencing intense competition as the year-end ranking battle heats up, with 67 funds achieving over 100% annual returns as of December 12, 2025, including 57 active equity funds entering the "doubling club" [1][2] - Yongying Technology Smart Selection Mixed A Fund has a significant lead with an annual return of approximately 215.58%, almost securing the top position [1][2] Fund Performance - Yongying Technology Smart Selection Mixed A ranks first with a return of 215.58%, while Zhonghang Opportunity Leading A follows in second place with a return of 159.95%, showing a notable gap of about 55 percentage points [2] - The third place, Everbright Baodexin Sunshine Intelligent Manufacturing Mixed D, has a return of 157.46%, only 1.5 percentage points behind the second place [2] - The fourth to sixth places have returns concentrated in the range of 131%-140%, indicating potential volatility in rankings as slight fluctuations in net value could lead to reshuffling [3] Fund Holdings and Strategy - Yongying Technology Smart Selection Mixed A has a high concentration strategy, with its top ten holdings accounting for 73.25% of the fund's net value, featuring stocks like Xinyi Sheng (9.76%) and Zhongji Xuchuang (9.48%) [4][5] - The fund's portfolio is aligned with strong technology themes, including computing power chains and optical modules, which have seen significant growth in 2025, with related indices rising 93.83% and 172.08% respectively [5] - The fund's performance is attributed to its high concentration in key stocks, with the top ten holdings reflecting a strategic focus on high-growth sectors [6] Fund Growth and Investor Interest - Since its establishment on October 30, 2024, Yongying Technology Smart Selection Mixed A has seen its scale expand from 1.166 billion to 11.521 billion yuan by September 30, 2025, marking nearly a tenfold increase [7] - The proportion of individual investors in the fund surged from 21.78% at the end of December 2024 to 87.24% by June 2025, indicating strong retail investor interest [7][10]

Group 1 - Unicom Guowei has established a Central Research Institute focusing on the development of edge AI chips for applications in autonomous driving, embodied robots, and low-altitude flying vehicles [2] - The research will also include new types of storage devices based on two-dimensional materials and high-performance special sensor chips [2] - Aerospace Electronics plans to increase its investment in Aerospace Long March Rocket Technology Co., Ltd. by 728 million yuan, maintaining the existing shareholding structure [3] Group 2 - Aerospace Rainbow successfully completed the first flight test of its self-developed Rainbow-7 high-altitude, high-speed, long-endurance drone, achieving all preset parameters [4] - The project is still in the research and testing phase, with further rigorous testing and validation required before mass production [4] Group 3 - Changchun High-tech's subsidiary signed an exclusive licensing agreement for the GenSci098 injection project, potentially earning up to 1.365 billion USD in milestone payments [5] - The agreement includes an initial payment of 120 million USD and additional milestone payments related to development and commercialization [5] Group 4 - TCL Technology plans to acquire a 10.7656% stake in Shenzhen Huaxing Semiconductor for 6.045 billion yuan, increasing its ownership from 84.2105% to 94.9761% [26] - This acquisition aims to enhance TCL's competitiveness and profitability in the semiconductor display industry [26] Group 5 - Zhongmin Resources announced the successful ignition of its Tsumeb smelting plant's multi-metal comprehensive recycling project, with an annual processing capacity of 80,000 tons [11] - The project will produce various products, including germanium ingots and zinc ingots, with a design capacity of 33 tons/year for germanium [11] Group 6 - Xinhua Insurance reported a 16% year-on-year increase in original insurance premium income, totaling 188.85 billion yuan from January to November 2025 [43] - This growth reflects the company's strong performance in the insurance market [43]

智通财经APP讯，沪电股份(002463.SZ)公告，公司已于2025年11月28日向中国香港联交所递交了发行H 股股票并在香港联交所主板挂牌上市的申请。公司根据相关规定已向中国证券监督管理委员会报送了本 次发行上市的备案申请材料并于近日获中国证监会接收。 ...

沪电股份（002463）(002463.SZ)公告，公司已于2025年11月28日向中国香港联交所递交了发行H股股票 并在香港联交所主板挂牌上市的申请。公司根据相关规定已向中国证券监督管理委员会报送了本次发行 上市的备案申请材料并于近日获中国证监会接收。 ...