证券代码：002981 证券简称：朝阳科技 公告编号：2025-031 广东朝阳电子科技股份有限公司 关于控股股东一致行动人股份减持期限届满 暨减持股份结果的公告 股东宁波鹏辰创业投资合伙企业（有限合伙）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。 广东朝阳电子科技股份有限公司（以下简称"公司"）于 2025 年 1 月 20 日 发布了《关于控股股东一致行动人减持股份的预披露公告》（公告编号：2025- 下简称"宁波鹏辰"）计划于减持公告披露之日起十五个交易日后的三个月内减 持公司股份数量不超过 4,057,593 股，占公司总股本的 3%。其中通过集中竞价 交易方式减持的股份数量不超过 1,352,531 股，减持比例不超过公司总股本的 司总股本的 2%。（若此期间，公司有送股、资本公积转增股本等股本变动事项， 减持股份数量进行相应调整。） 影响。 三、备查文件 特此公告。 一、股份减持实施情况 | 减持均价 | | | | 减持股数 | | | | 减持比例 | | --- | --- | --- ...

证券代码：002981 证券简称：朝阳科技 公告编号：2025-031 广东朝阳电子科技股份有限公司 关于控股股东一致行动人股份减持期限届满 暨减持股份结果的公告 股东宁波鹏辰创业投资合伙企业（有限合伙）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。 广东朝阳电子科技股份有限公司（以下简称"公司"）于 2025 年 1 月 20 日 发布了《关于控股股东一致行动人减持股份的预披露公告》（公告编号：2025- 001），公司控股股东一致行动人宁波鹏辰创业投资合伙企业（有限合伙）（以 下简称"宁波鹏辰"）计划于减持公告披露之日起十五个交易日后的三个月内减 持公司股份数量不超过 4,057,593 股，占公司总股本的 3%。其中通过集中竞价 交易方式减持的股份数量不超过 1,352,531 股，减持比例不超过公司总股本的 1%；通过大宗交易方式减持的股份数量不超过 2,705,062 股，减持比例不超过公 司总股本的 2%。（若此期间，公司有送股、资本公积转增股本等股本变动事项， 减持股份数量进行相应调整。） 近 ...

Core Viewpoint - The "Apple concept" sector, particularly Chaoyang Technology, has experienced significant volatility due to changes in US-China tariff policies and promotional pricing strategies ahead of the "618" shopping festival, leading to increased investor scrutiny [1][6]. Company Summary - Chaoyang Technology reported a total revenue of 1.734 billion yuan in 2024, a year-on-year increase of 21.24%, while net profit decreased by 3.31% to 113 million yuan [2]. - The company's revenue breakdown shows that earphone products generated 1.22 billion yuan (70.36% of main business revenue), sound products contributed 236 million yuan (13.62%), and precision components accounted for 265 million yuan (15.27%) [2]. - Major clients include well-known brands such as A client, Samsung, and Xiaomi, with sales to the largest customer reaching 703 million yuan, representing 40.53% of total sales [2]. Institutional Investor Changes - There was a notable reduction in institutional investor holdings in Chaoyang Technology from the end of 2024 to the first quarter of 2025, with only four institutions remaining compared to thirteen previously [4][5]. - The largest institutional shareholder, Morgan Stanley, reduced its holdings from 357,200 shares to 225,200 shares, while other funds also decreased their stakes significantly [5]. Sector Performance - The "Apple concept" sector saw a rise prior to the recent downturn, influenced by tariff changes and promotional activities in the consumer market [6]. - Companies like Dongni Electronics and Yanmian Technology also faced challenges, with Dongni Electronics reporting a revenue of 1.981 billion yuan in 2024, a 7.86% increase, but a net profit of only 11.52 million yuan [8]. - Yanmian Technology's revenue heavily relies on the Apple supply chain, with 44.19% of its sales coming from its largest customer [9]. R&D and Future Outlook - Si Lin Jie, another player in the sector, achieved a revenue of 184.51 million yuan in 2024, a 10.09% increase, with a net profit growth of 69.99% [10]. - Despite the growth, Si Lin Jie reported a decrease in R&D investment from 52.08 million yuan to 49.24 million yuan, indicating potential concerns about future innovation capabilities [11].

Summary of Key Points Core Viewpoint - Chaoyang Technology experienced a significant decline of 9.06% in its stock price, with a trading volume of 3.85 billion yuan and a turnover rate of 12.50% on the day of reporting [2] Trading Activity - The stock was listed on the Shenzhen Stock Exchange due to a daily price deviation of -7.69%, with institutional investors net selling 35.87 million yuan [2] - The top five trading departments accounted for a total transaction volume of 88.90 million yuan, with buying amounting to 27.37 million yuan and selling at 61.53 million yuan, resulting in a net sell of 34.16 million yuan [2] Institutional Participation - Five institutional special seats were involved in the trading, with total buying amounting to 12.13 million yuan and selling at 47.99 million yuan, leading to a net sell of 35.87 million yuan [2] - The main funds saw a net outflow of 10.52 million yuan, with large orders showing a net inflow of 5.80 million yuan and big orders experiencing a net outflow of 16.32 million yuan [2] Recent Fund Flow - Over the past five days, the main funds have experienced a net outflow of 60.15 million yuan [2]

5月13日涨停分析 今日共48股涨停，连板股总数11只，19股封板未遂，封板率为71%（不含ST股、退市股）。焦点股方面，军工板块成飞集成、利君股份、天箭科技均晋级5 连板，化工股红墙股份16天10板，高外销占比的华纺股份反包涨停走出6天5板。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 宝馨科技 | 6天4板 | 9.93% | 09:42 | 机器人+光 | | 002514 | | | | 伏 | | 百达精工 | 4天3板 | 9.98% | 14:10 | 压缩机+光 | | 603331 | | | | 伏 | | 鑫磊股份 | 4天2板 | 20.00% | 14:22 | 压缩机+光 | | 301317 | | | | 伏 | | 集泰股份 | 首板 | 9.97% | 09:36 | 光伏+有机 | | 002909 | | | | 硅 | | 欧晶科技 | 首板 | 9.98% | 09:41 | 光伏+半导 | | 001269 | | | | 体 | | 泉运通 | 首板 | 10.14% | ...

Market Overview - A-shares experienced a positive opening with over 4,100 stocks in the green, with the Shanghai Composite Index up 0.13%, Shenzhen Component Index up 0.27%, and ChiNext Index up 0.33% [1] - The consensus reached during the high-level Sino-U.S. trade talks has alleviated global trade tensions, leading to a significant rise in U.S. stocks, with the Nasdaq up over 4% and Chinese concept stocks index up 5.4% [1] - The offshore RMB appreciated by over 400 basis points, indicating improved market sentiment [1] Sector Performance Shipping and Port Sector - The shipping and port sector saw gains, with Ningbo Shipping hitting the daily limit, and other companies like China COSCO Shipping and Lianyungang also performing well [3] - The main contract for the European shipping index rose by over 10% in a single day, suggesting a potential increase in shipping demand due to improved U.S. supply chain inventory needs [3] Apple Supply Chain Stocks - Apple-related stocks collectively rose, with Huina Technology increasing by over 10% and Chaoyang Technology achieving two consecutive trading limits [5] - Analysts believe that the impact of tariffs on the Apple supply chain companies has been overestimated, as domestic suppliers are deemed irreplaceable [5] Institutional Insights - Huajin Securities noted that the unexpected reduction in tariffs could significantly improve economic fundamentals and market sentiment, suggesting a potential upward breakout for A-shares [7] - Guotai Junan Securities indicated that the market is likely to continue its upward trend, driven by the recent Sino-U.S. trade agreement [8] - Huafu Securities emphasized that the reduction in tariffs will catalyze the export chain and technology manufacturing, improving corporate profitability and market sentiment [9]

智通财经5月13日电，受贸易战缓和利好刺激，苹果概念股开盘走强，汇纳科技涨超10%，朝阳科技2连 板，东尼电子涨停价开盘，立讯精密、歌尔股份、环旭电子等跟涨。 苹果概念股集体走强 朝阳科技2连板 ...

A股苹果概念股集体高开，汇纳科技涨超10%，朝阳科技2连板，东尼电子涨停价开盘，立讯精密、歌 尔股份、环旭电子纷纷高开。 ...

证券代码：002981 证券简称：朝阳科技 公告编号：2025-030 广东朝阳电子科技股份有限公司 关于控股股东及其一致行动人权益变动的提示性公告 宁波鹏辰创业投资合伙企业（有限合伙）、广东健溢投资有限责任公司及郭 丽勤女士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。 特别提示： 1、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，不会导致 公司控制权发生变更，不会对公司的治理结构和持续经营产生重大影响。 2、本次权益变动后，公司控股股东及其一致行动人合计持有公司股份比例 由 75%减少至 69.99997%，权益变动后的合计持股比例触及 5%的整数倍。 广东朝阳电子科技股份有限公司（以下简称"公司"）于近日收到公司控股 股东广东健溢投资有限责任公司（以下简称"健溢投资"）、实际控制人郭丽勤 女士及其一致行动人宁波鹏辰创业投资合伙企业（有限合伙）（以下简称"宁波 鹏辰"）出具的《广东朝阳电子科技股份有限公司简式权益变动报告书》，现将 具体情况公告如下： 一、本次权益变动基本情况 在本次权益变动期间 ...

广东朝阳电子科技股份有限公司 简式权益变动报告书 上市公司名称：广东朝阳电子科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：朝阳科技 信息披露义务人3：郭丽勤 住所及通讯地址：广东省东莞市企石镇江南大道17号 股份变动性质：持股比例下降（被动稀释、通过集中竞价及大宗交易减 持） 签署日期：2025年5月7日 声明 一、本报告书依据《中华人民共和国公司法》、《中华人民共和国证券 法》（以下简称"《证券法》"）、《上市公司收购管理办法》（以下简称 "《收购办法》"）、《公开发行证券的公司信息披露内容与格式准则第15 号——权益变动报告书》及相关的法律法规和规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《证券法》、《收购办法》等规定，本报告书已全面披露信息 披露义务人在广东朝阳电子科技股份有限公司（以下简称"上市公司"或 "朝阳科技"）中拥有权益的股份变动情况。截至本报告书签署之日，除本 报告书披露的信息外，信息披露义务人没有通过任何其他方式增加或减少其 在朝阳科技拥有权益的股份。 股票代码：002981 信息披露义务人1：宁波鹏辰创业投资合伙企业（有限合伙） 住所及通 ...