10月15日，世嘉科技大宗交易成交26.2万股，成交额491.25万元，占当日总成交额的2.2%，成交价18.75 元，较市场收盘价17.87元溢价4.92%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-10-15 | 002796 | 世喜科技 | 18.75 | 26.20 | 491.25 信达证券股份有限 | | 开源证券股份有限 | | | | | | | | 公司上海闵行区七 | 公司西安第一分公 | | | | | | | | 幸路证券营业部 | ם | ...

Core Insights - The communication equipment sector experienced a rise of 0.54% on October 9, with GuoDun Quantum leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Summary by Category Stock Performance - GuoDun Quantum (688027) closed at 398.79, with a significant increase of 13.62% and a trading volume of 64,800 shares, amounting to a transaction value of 2.581 billion [1] - Guanghe Tong (300638) saw a rise of 10.77%, closing at 33.64 with a trading volume of 926,600 shares, totaling 3.101 billion [1] - Other notable performers included: - Shijia Technology (002796) up 9.99% at 21.46 [1] - Yongding Co. (600105) up 9.99% at 13.98 [1] - ZTE Corporation (000063) up 9.51% at 49.98 with a trading volume of 4,508,700 shares, totaling 22.121 billion [1] Market Trends - The overall communication equipment sector saw a net outflow of 804 million from institutional funds, while retail investors contributed a net inflow of 1.257 billion [2] - The sector's performance indicates a mixed sentiment among different types of investors, with retail investors showing confidence despite institutional outflows [2]

Group 1 - On October 9, Sega Technology executed a block trade of 122,000 shares, with a transaction amount of 2.6181 million yuan, accounting for 0.38% of the total trading volume for the day [1][2] - The transaction price was 21.46 yuan, which remained unchanged compared to the market closing price of 21.46 yuan [1][2]

Group 1 - The company, Suzhou Sega Technology Co., Ltd., has completed the main due diligence work for an external investment and has paid a prepayment of 80 million yuan to the target company [2] - The company recognizes the market prospects of the optical communication sector and intends to acquire a stake in the target company, Guangcai Xincheng (Zhejiang) Technology Co., Ltd., through capital increase [2] - The company has agreed to prepay 80 million yuan to the target company due to its operational needs, as per the supplementary agreement signed on September 5, 2025 [2] Group 2 - The transaction carries certain uncertainties, as the prepaid capital does not guarantee the signing of a formal capital increase agreement in the future [3] - The transaction requires approval from the target company's shareholders' meeting, and currently, the company has only reached a preliminary agreement with the main shareholders of the target company [3] - There is a risk that the transaction terms may not be agreed upon by all shareholders of the target company [3]

Transaction Overview - The company has approved the signing of a capital increase intention agreement to acquire equity in Guangcai Xincheng (Zhejiang) Technology Co., Ltd., recognizing its market potential in the optical communication sector [2] - The company has agreed to prepay a capital increase amount of 80 million RMB to the target company due to its operational needs [2][3] Transaction Progress - As of the announcement date, the company has completed major due diligence on the target company and has paid the prepayment of 80 million RMB, currently in communication with the main shareholders of the target company [3] - An agreement has been reached to extend the exclusivity period in the supplementary agreement, preventing the target company and its main shareholders from engaging with other potential investors for three months [3][4] - The supplementary agreement stipulates that if the transaction does not proceed, the target company must return the prepayment along with interest at an annualized rate of 3% [4]

证券代码：002796 证券简称：世嘉科技 公告编号：2025-058 苏州市世嘉科技股份有限公司 关于对外投资的进展公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 特别提示：本次交易存在一定的不确定性，公司已支付的预付增资款仅为 本次交易各方初步达成的合作意向，预付增资款并不意味着后期能签署正式的 增资协议；其次，本次交易需要标的公司股东会审议通过，目前本公司仅与标 的公司主要股东达成一致意向，与标的公司其他股东正处于沟通过程中。故本 次交易存在交易条款无法达成一致的风险。敬请投资者理性投资，审慎决策， 注意投资风险。 甲方：苏州市世嘉科技股份有限公司 一、交易概述 2025 年 8 月 3 日，公司召开了第五届董事会第五次会议，审议通过了《关 于签署<增资意向协议>的议案》，即基于公司发展战略需求，公司看好光通信 细分行业的市场前景，认可光彩芯辰（浙江）科技有限公司（以下简称"标的公 司"）在光通信领域内的前期投入、技术储备以及客户资源。公司拟通过增资扩 股的方式取得标的公司部分股权，并与标的公司签署了《增资意向协议》（以下 简称"本次交易"）。具体内容 ...

Market Performance - On September 29, the communication equipment sector rose by 1.31%, with Sanwang Communication leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Individual Stock Performance - Notable performers included: - Sanwang Communication (688618) with a closing price of 26.97, up 7.11% on a trading volume of 33,500 shares [1] - Kunheng Shunwei (688283) closed at 33.49, up 6.69% with a volume of 29,500 shares [1] - Youfang Technology (651889) at 71.85, up 6.65% with a volume of 75,400 shares [1] - Other significant gainers included Shijia Technology (002796), ST Jinglun (600355), and Guangku Technology (300620) [1] Capital Flow Analysis - The communication equipment sector experienced a net outflow of 1.666 billion yuan from institutional investors and 153 million yuan from speculative funds, while retail investors saw a net inflow of 1.819 billion yuan [2] - Key stocks with significant capital flow included: - New Yisheng (300502) with a net inflow of 500 million yuan from institutional investors, but a net outflow of 322 million yuan from speculative funds [2] - Other stocks like Guangku Technology (300620) and Dekeli (688205) also showed mixed capital flows [2]

Group 1 - Sega Technology's stock increased by 5.44% on September 25, reaching a price of 18.60 CNY per share, with a trading volume of 83.72 million CNY and a turnover rate of 2.06%, resulting in a total market capitalization of 4.695 billion CNY [1] - The company, founded on April 20, 1990, and listed on May 10, 2016, specializes in the research, design, production, sales, and service of customized precision box systems [1] - The revenue composition of Sega Technology includes: RF devices 33.78%, elevator car systems 22.74%, specialized equipment box systems 22.32%, antennas 16.14%, and others 2.82% [1] Group 2 - The largest circulating shareholder of Sega Technology is a fund under Dacheng Fund, which increased its holdings in the Dacheng CSI 360 Internet + Index A fund by 157,700 shares, totaling 1.2976 million shares, representing 0.57% of circulating shares [2] - The Dacheng CSI 360 Internet + Index A fund, established on February 3, 2016, has a current scale of 698 million CNY, with a year-to-date return of 35.71%, ranking 1428 out of 4220 in its category; over the past year, it achieved an 86.65% return, ranking 753 out of 3820; and since inception, it has returned 220.07% [2]

Market Overview - On September 24, the communication equipment sector declined by 0.57%, with Shijia Technology leading the losses [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Notable gainers in the communication equipment sector included: - Fujida (30.80, +7.06%, 147,600 shares, 450 million CNY) - Dongsoft Zhaibo (18.15, +6.20%, 263,800 shares, 473 million CNY) - Zhongda Technology (18.15, +5.28%, 2,760,000 shares, 4.904 billion CNY) [1] - Major decliners included: - Shijia Technology (17.64, -8.22%, 389,900 shares, 697 million CNY) - Guangku Technology (124.62, -8.14%, 260,200 shares, 3.236 billion CNY) - Changfei Optical Fiber (110.30, -5.94%, 186,700 shares, 2.052 billion CNY) [2] Capital Flow - The communication equipment sector experienced a net outflow of 2.052 billion CNY from institutional investors, while retail investors saw a net inflow of 2.012 billion CNY [2][3] - Key stocks with significant capital flow included: - Xinyi Sheng (48.8 million CNY net inflow from institutional investors) - Zhongtian Technology (43.3 million CNY net inflow from institutional investors) [3]

Market Overview - A-share market closed with a total of 60 stocks hitting the daily limit, with 50 stocks after excluding 10 ST stocks, and a total limit sealing rate of 69.77% [1] Top Performers - The highest limit sealing volume was seen in Gongyuan Co. with 922,300 hands, followed by Yunnan Tourism, Hongdou Co., and Dongruan Group with 326,300 hands, 229,400 hands, and 224,900 hands respectively [2] - Tianpu Co. achieved 13 consecutive limit ups, while Taimushi and Hangdian Co. had 5 and 4 consecutive limit ups respectively [2] Significant Capital Inflows - 17 stocks had limit sealing funds exceeding 100 million yuan, with Taimushi, Gongyuan Co., and Dongruan Group leading at 488 million yuan, 470 million yuan, and 254 million yuan respectively [2] Industry Highlights: Semiconductor - Companies in the photolithography and photoresist sector saw limit ups, including Kaimeteqi, Yongxin Optics, Xilong Science, Fuzheng Technology, and Huasoft Technology [3] - Kaimeteqi's electronic specialty gases are widely used in semiconductor processes, while Yongxin Optics produces photolithographic lenses for PCB equipment [3][4] Industry Highlights: Tourism - Yunnan Tourism, Qujiang Cultural Tourism, and Guilin Tourism experienced limit ups [5] - Yunnan Tourism has a comprehensive service capability in the cultural tourism industry, while Qujiang Cultural Tourism manages several national scenic spots [5] Industry Highlights: Optical Communication - Changfei Optical Fiber and Shijia Technology saw limit ups in the optical communication sector [6] - Changfei Optical Fiber maintains a leading position in market share and product development in the optical fiber and cable industry [6] Institutional and Retail Activity - Ganfeng Lithium received a net purchase of over 100 million yuan from the Shenzhen Stock Connect, leading the net buying list along with Kaimeteqi and Hongrun Construction [7] - Institutional net buying was also significant in Ganfeng Lithium, Hangaogroup, and Yuma Technology [7]