Market Overview - On September 17, the communication equipment sector rose by 0.71% compared to the previous trading day, with Youfang Technology leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Top Gainers in Communication Equipment Sector - Youfang Technology (688159) closed at 82.59, up 12.95%, with a trading volume of 110,200 shares and a transaction value of 873 million [1] - Dekeli (688205) closed at 117.00, up 10.80%, with a trading volume of 187,300 shares and a transaction value of 2.181 billion [1] - Sega Technology (002796) closed at 20.79, up 10.00%, with a trading volume of 324,600 shares and a transaction value of 667 million [1] - Other notable gainers include Yilian Network (300628), Guangku Technology (300620), and Hengbao Co., Ltd. (002104) with respective increases of 8.52%, 6.63%, and 6.44% [1] Market Capital Flow - The communication equipment sector experienced a net outflow of 268 million from institutional investors and 498 million from speculative funds, while retail investors saw a net inflow of 767 million [2] - The overall trend indicates a shift in investment dynamics, with retail investors increasing their presence in the sector [2] Individual Stock Capital Flow - Tianfu Communication (300394) had a net inflow of 365 million from institutional investors, while it faced a net outflow of 164 million from speculative funds [3] - Changxin Bochuang (300548) saw a net inflow of 284 million from institutional investors, with a significant outflow from speculative funds [3] - Other stocks like Shijia Photon (688313) and Hengbao Co., Ltd. (002104) also showed varying degrees of net inflow and outflow from different investor categories [3]

Core Insights - On September 16, 2025, Sega Technology (002796) recorded a financing buy of 63.22 million yuan, with a financing repayment of 59.62 million yuan, resulting in a net financing buy of 3.59 million yuan. The financing balance reached 278 million yuan, marking a continuous net buy of 21.75 million yuan over the last three trading days and 12 out of the last 20 trading days showing net financing buys [1][2][3] Financing Activity Summary - On September 16, 2025, the net financing buy was 3.59 million yuan, with a financing balance of 278 million yuan, representing 6.53% of the circulating market value [2] - The financing balance increased by 1.31% from the previous day, reflecting a net increase of 3.60 million yuan [3] - Over the past five trading days, the financing balance has shown a consistent upward trend, with notable increases on September 12 (5.84%) and September 11 (6.02%) [3]

Core Viewpoint - Sega Technology experienced a significant increase in stock price, reaching the daily limit, with a trading volume of 9.75 billion yuan and a fluctuation of 17.97% [2] Trading Activity - The stock had a turnover rate of 25.26%, with institutional investors net buying 40.51 million yuan while brokerage seats collectively net sold 740,300 yuan [2] - The top five trading departments accounted for a total transaction of 252 million yuan, with a net buying amount of 39.77 million yuan [2] Institutional Participation - Two institutional special seats were involved in the trading, with a total buying amount of 48.87 million yuan and selling amount of 8.36 million yuan, resulting in a net buying of 40.51 million yuan [2] Capital Flow - The stock saw a net inflow of 143 million yuan from major funds, with a significant inflow of 163 million yuan from large orders, while large orders saw a net outflow of 19.89 million yuan [2] - Over the past five days, the net inflow of major funds totaled 205 million yuan [2] Margin Trading Data - As of September 10, the margin trading balance for the stock was 24.2 million yuan, with a financing balance of 24.2 million yuan and a securities lending balance of 12,800 yuan [2] - In the last five days, the financing balance increased by 63.08 million yuan, representing a growth of 35.23%, while the securities lending balance decreased by 408 yuan, a decline of 3.08% [2]

重要内容提示： 证券代码：002796 证券简称：世嘉科技 公告编号：2025-057 苏州市世嘉科技股份有限公司 关于 2024 年限制性股票激励计划预留授予登记完成的公告 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、 误导性陈述或重大遗漏。 3、2024 年 8 月 19 日至 2024 年 8 月 29 日，公司对本次激励计划首次授予 激励对象的姓名和职务在公司内部进行了公示。在公示期内，公司监事会未收到 任何员工对本次拟首次授予的激励对象提出的异议。公示期满后，监事会对本次 激励计划的首次授予激励对象名单进行了核查并对公示情况进行了说明，并于 2024 年 8 月 30 日披露了《监事会关于公司 2024 年限制性股票激励计划首次授 予激励对象名单的核查意见及公示情况说明》。 6、股票来源：公司从二级市场回购的本公司 A 股普通股股票。 根据中国证监会《上市公司股权激励管理办法》、深圳证券交易所、中国证 券登记结算有限责任公司深圳分公司有关规则的规定，苏州市世嘉科技股份有限 公司（以下简称"公司"）完成了 2024 年限制性股票激励计划的预留授予登记 工作，具体情况公告如下： 一 ...

（文章来源：证券日报） 证券日报网讯 9月8日晚间，世嘉科技发布公告称，公司于2025年9月8日在公司会议室组织召开了2025 年第一次职工代表大会，选举公司第五届董事会职工代表董事，同意选举汤新华先生为公司第五届董事 会职工代表董事，任期自本次职工代表大会审议通过之日起至第五届董事会任期届满之日止。 ...

（文章来源：证券日报） 证券日报网讯 9月8日晚间，世嘉科技发布公告称，公司第五届董事会第九次会议审议通过了《关于调 整第五届董事会审计委员会委员的议案》。 ...

Group 1 - Sega Technology announced the convening of its second extraordinary general meeting of shareholders for 2025 on September 8, 2025 [2] - The meeting approved multiple resolutions, including the proposal for repeal [2]

Group 1 - Sega Technology (SZ 002796) held its fifth board meeting on September 8, 2025, to discuss the adjustment of the audit committee members [1] - For the first half of 2025, Sega Technology's revenue composition was 97.18% from industrial operations and 2.82% from other businesses [1] - As of the report date, Sega Technology's market capitalization was 4 billion yuan [1] Group 2 - The article highlights a significant shift in the perception of Chinese data by multinational pharmaceutical companies, indicating a breakthrough in China's innovative drug sector [1]

证券代码：002796 证券简称：世嘉科技 公告编号：2025-055 苏州市世嘉科技股份有限公司 关于选举职工代表董事的公告 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、 误导性陈述或重大遗漏。 苏州市世嘉科技股份有限公司（以下简称"公司"或"世嘉科技"）于 2025 年 9 月 8 日在公司会议室组织召开了 2025 年第一次职工代表大会，选举公司第 五届董事会职工代表董事。经与会职工代表审议，同意选举汤新华先生（简历详 见附件）为公司第五届董事会职工代表董事，任期自本次职工代表大会审议通过 之日起至第五届董事会任期届满之日止。 汤新华先生符合《中华人民共和国公司法》《深圳证券交易所股票上市规则》 《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》以及 《公司章程》等相关法律法规和规范性文件中关于董事任职资格和条件的规定。 上述选举通过后，董事会中兼任公司高级管理人员以及由职工代表担任的董 事人数总计未超过公司董事总数的二分之一，符合相关法律法规的规定。 特此公告。 苏州市世嘉科技股份有限公司 董事会 二〇二五年九月九日 附件：汤新华先生的简历 汤新华先生：198 ...

上海市锦天城（南京）律师事务所 法律意见书 上海市锦天城（南京）律师事务所 关于苏州市世嘉科技股份有限公司 2025年第二次临时股东大会的 法律意见书 地址：南京市建邺区江东中路 347 号国金中心一期 27、28 楼 电话：025-68515000 传真：025-68516601 邮编：210019 上海市锦天城（南京）律师事务所 在本法律意见书中，本所律师仅对本次股东大会的召集、召开程序、出席会 议人员资格、召集人资格及会议表决程序、表决结果是否符合《公司法》《股东 会规则》等法律、法规、规范性文件及《公司章程》的规定发表意见，不对会议 审议的议案内容以及这些议案所表述的事实或数据的真实性及准确性发表意见。 本法律意见书仅供见证公司本次股东大会相关事项的合法性之目的使用，不 得用作任何其他目的。 关于苏州市世嘉科技股份有限公司 2025年第二次临时股东大会的 法律意见书 致：苏州市世嘉科技股份有限公司 上海市锦天城（南京）律师事务所（以下简称本所）接受苏州市世嘉科技股 份有限公司（以下简称公司）委托，指派本所律师对公司2025年第二次临时股东 大会（以下简称本次股东大会）的合法性进行见证并出具法律意见。 ...