格隆汇8月7日｜隔夜美股市场苹果股价大涨5%，刺激A股市场苹果概念股集体走强。其中，卓兆点胶 涨超17%，朝阳科技10CM涨停，工业富联涨超7%，蓝思科技、海能实业、蓝特光学、东睦股份、强瑞 技术涨超6%，立讯精密、安利股份、恒铭达涨超5%，大族激光、鹏鼎控股、歌尔股份涨超4%。 消息 面上，当地时间8月6日，苹果公司宣布将对美国追加1000亿美元投资承诺，标志着其美国投资计划将加 速推进，未来四年投资总额将达6000亿美元。当日公布的新举措包括新的美国制造计划(AMP)。苹果 CEO蒂姆·库克表示，该计划涵盖与美国本土10家企业的新合作与现有合作的深化。首批AMP合作伙伴 包括康宁、相干、环球晶圆美国公司(GWA)、应用材料、德州仪器(TI)、三星、格芯、安靠和博通。 ...

Market Overview - The Shanghai Composite Index closed at 3608.33 points, above the annual line, with an increase of 0.70% [1] - The total trading volume of A-shares reached 1,290.701 billion yuan [1] Stocks Breaking Annual Line - A total of 40 A-shares have surpassed the annual line today, with notable stocks including: - Datang Telecom (4.33% deviation) - Xinquan Co., Ltd. (3.26% deviation) - Galaxy Electronics (3.20% deviation) [1] - Stocks with smaller deviations that just crossed the annual line include: - Huatech (0.00% deviation) - Huaxing Yuanchuang (0.00% deviation) - Guizhou Gas (0.00% deviation) [1] Top Performers - Datang Telecom: Increased by 5.18% with a turnover rate of 4.64% [1] - Xinquan Co., Ltd.: Increased by 10.00% with a turnover rate of 2.69% [1] - Galaxy Electronics: Increased by 7.30% with a turnover rate of 20.12% [1] Additional Notable Stocks - Other stocks with significant performance include: - Huafu Fashion: 3.71% increase, 2.87% turnover [1] - Xingrui Technology: 5.72% increase, 3.77% turnover [1] - China Shipbuilding: 2.79% increase, 1.75% turnover [1]

Core Insights - On August 1, Hengmingda executed a block trade of 130,900 shares, amounting to 4.0831 million yuan, which represented 1.87% of the total trading volume for the day. The transaction price was 31.2 yuan, reflecting an 8.24% discount compared to the market closing price of 34 yuan [1][2]. Summary by Categories Trading Details - The block trade occurred on August 1, 2025, with a transaction price of 31.20 yuan per share [2]. - The total volume of shares traded was 130,900, resulting in a total transaction value of 4.0831 million yuan [2]. - The trade was facilitated by two brokerage firms: the buyer was from China Merchants Securities Co., Ltd., and the seller was from CITIC Securities Co., Ltd. [2]. Market Context - The transaction price represented an 8.24% discount to the market closing price of 34 yuan, indicating a significant price deviation [1]. - The block trade accounted for 1.87% of the total trading volume on that day, suggesting a relatively small impact on overall market activity [1].

Core Points - The core point of the announcement is that the controlling shareholder, Jing Shiping, and his concerted parties have reduced their shareholding in Suzhou Hengmingda Electronic Technology Co., Ltd. by 2,562,093 shares, accounting for 1.00% of the total share capital, without triggering a mandatory bid [1][2]. Group 1 - The nature of the equity change is a reduction in shares, which does not trigger a mandatory bid [1]. - The equity change will not lead to a change in the company's controlling shareholder or actual controller, nor will it affect the company's operations and governance structure [1]. - The share reduction occurred between July 29, 2025, and July 30, 2025, through block trading [1].

2、本次权益变动不会导致公司控股股东、实际控制人发生变化，不会对公司经营及治理结构 产生影响。 证券代码：002947 证券简称：恒铭达 公告编号：2025-055 苏州恒铭达电子科技股份有限公司 关于控股股东、实际控制人及其一致行动人权益变动触及 1%整数倍的公告 实际控制人荆世平先生及其一致行动人荆京平女士、夏琛女士、荆江先生保证向公司提供的 信息内容的真实、准确和完整，没有虚假记载、误导性陈述或者重大遗漏。 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。 重要提示： 1、本次权益变动性质为股份减少，不触及要约收购。 董事会 2025 年 8 月 1 日 苏州恒铭达电子科技股份有限公司（以下简称"公司"）于近日收到控股股东、实际控制人荆 世平先生及其一致行动人荆京平女士、夏琛女士、荆江先生出具的《关于股份减持进展的告知函》： 2025年7月29日至2025年7月30日期间，荆世平先生、荆京平女士、夏琛女士、荆江先生通过大宗交 易方式累计减持公司股份共计2,562,093股，占公司总股本比例为1.00%，权益变动触及1%的整数倍。 根据相关法律、法规及规范性文件的规定，现将具体情况公告如 ...

（原标题：恒铭达现7笔大宗交易 均为折价成交） 证券时报•数据宝统计显示，恒铭达今日收盘价为34.20元，下跌0.23%，日换手率为3.55%，成交额为 2.32亿元，全天主力资金净流出1717.24万元，近5日该股累计下跌0.41%，近5日资金合计净流入1.74万 元。 两融数据显示，该股最新融资余额为5.40亿元，近5日增加1220.52万元，增幅为2.31%。（数据宝） 恒铭达7月29日大宗交易平台共发生7笔成交，合计成交量168.69万股，成交金额5263.19万元。成交价格 均为31.20元，相对今日收盘价折价8.77%。 进一步统计，近3个月内该股累计发生15笔大宗交易，合计成交金额为1.04亿元。 | 成交 | 成交金 | 成交价 | 相对当 日 | | | | --- | --- | --- | --- | --- | --- | | 量 | 额 | | | | | | （万 | （万 | 格 | 收盘折 | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | 溢价 | | | | | | | （%） | | | | 70.75 | 2207.38 | 31.20 | -8.7 ...

格隆汇7月29日丨恒铭达(002947.SZ)公布，公司于近日收到控股股东、实际控制人荆世平先生及其一致 行动人荆京平女士、夏琛女士、荆江先生出具的《关于股份减持进展的告知函》：2024年12月26日至 2025年7月28日期间，荆世平先生、荆京平女士、夏琛女士、荆江先生通过集中竞价和大宗交易方式累 计减持公司股份共计2,684,305股，占公司总股本比例为1.05%，合计持有的公司股份比例由本次权益变 动前的38.05%降至37%，权益变动触及1%的整数倍。 ...

证券代码：002947 证券简称：恒铭达 公告编号：2025-054 苏州恒铭达电子科技股份有限公司 关于控股股东、实际控制人及其一致行动人权益变动触及 1%整数倍的公告 | 信息披露义务人 | 4 | 荆江 | | | | | --- | --- | --- | --- | --- | --- | | 住所 | | 广东省深圳市宝安区**** | | | | | 权益变动时间 | | 2025 年 7 月 24 年 7 | 日至 2025 | 月 28 日 | | | 股票简 称 | 恒铭达 | 股票代码 | | 002947 | | | 变动类 型（可 | 增加□ 减少☑ | 一致行动人 | | 有☑ 无□ | | | 多选） | | | | | | | 是否为第一大股东或实际控制人 | | 是☑ 否□ | | | | | 2．本次权益变动情况 | | | | | | | 股东 | 股份种类（A 股、B 股等） | 减持股数（股） | | | 减持比例（%） | | 荆世平 | A 股 | | 951,519 | | 0.37 | | 荆京平 | A 股 | | 689,273 | | 0.27 | | ...

Group 1 - The core transaction involved 1.6869 million shares of Hengmingda, with a total transaction value of 52.6319 million yuan, accounting for 18.48% of the total trading volume on that day [1] - The transaction price was 31.2 yuan per share, which represents an 8.77% discount compared to the market closing price of 34.2 yuan [1]

Investment Rating - The report maintains a "Strong Buy" rating for the company, expecting it to outperform the benchmark index by over 20% in the next six months [5][23]. Core Views - The company is expected to achieve a net profit of 2 to 2.5 billion yuan in the first half of 2025, representing a year-on-year increase of 22.06% to 52.58%, with a median estimate of 2.25 billion yuan, which is a 37.32% increase year-on-year [2]. - The growth is driven by strong performance in the precision flexible structural components for consumer electronics and the precision metal components from Huayang Tong, with significant contributions from major clients [8]. - The company has established a solid partnership with major clients, including Apple and Google, and is well-positioned to benefit from the growing demand in the AI hardware sector [8]. Financial Summary - Total revenue is projected to grow from 2,486 million yuan in 2024 to 7,152 million yuan in 2027, with a compound annual growth rate (CAGR) of 36.7% to 27.6% [4]. - Net profit is expected to increase from 457 million yuan in 2024 to 1,223 million yuan in 2027, with a CAGR of 62.4% to 30.3% [4]. - Earnings per share (EPS) is forecasted to rise from 1.78 yuan in 2024 to 4.77 yuan in 2027, reflecting strong profitability growth [4]. Market Position and Growth Drivers - The company is entering a harvest period for its consumer electronics business, with significant growth expected from its subsidiary Huayang Tong, which is expanding into new markets such as charging piles and energy storage [8]. - The report highlights the company's strategic positioning in the AI hardware market, benefiting from the increasing demand for servers and related components [8]. - The company has built a flexible production network that allows it to adjust production schedules according to client needs, enhancing its cost structure [8].