Group 1 - The company, Aohai Technology, stated on August 15 that liquid cooling is a suitable heat dissipation technology for power supply products [1] - The company will select heat dissipation technology solutions based on the specific needs of different products [1] - Currently, the relevant technology is primarily used in the high-power power supply sector [1]

Market Overview - On August 15, the consumer electronics sector rose by 2.46%, with Yidong Electronics leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] Top Gainers - Yidong Electronics (301123) closed at 39.41, up 20.01% with a trading volume of 283,700 shares and a transaction value of 1.025 billion [1] - Yingstone Innovation (688775) closed at 224.42, up 20.00% with a trading volume of 86,800 shares and a transaction value of 1.891 billion [1] - Shenglan Co., Ltd. (300843) closed at 44.92, up 11.35% with a trading volume of 273,900 shares [1] - Boshuo Technology (300951) closed at 37.21, up 11.24% with a trading volume of 149,200 shares and a transaction value of 557 million [1] Top Losers - Darui Electronics (300976) closed at 59.97, down 5.31% with a trading volume of 79,900 shares and a transaction value of 481 million [2] - Heertai (002402) closed at 29.98, down 3.20% with a trading volume of 1,683,900 shares and a transaction value of 5.093 billion [2] - Guoguang Electric (002045) closed at 16.70, down 0.71% with a trading volume of 517,400 shares [2] Capital Flow - The consumer electronics sector experienced a net outflow of 792 million from institutional investors and 376 million from retail investors, while individual investors saw a net inflow of 1.169 billion [2][3] - Notable net inflows from individual investors included Yidong Electronics (301123) with a net outflow of 79.05 million and Yingstone Innovation (688775) with a net outflow of 20.2 million [3]

Group 1 - The stock price of Aohai Technology is reported at 39.98 yuan, down by 0.74 yuan from the previous trading day, with a trading volume of 32,127 hands and a transaction amount of 1.29 billion yuan [1] - Aohai Technology is primarily engaged in the research, development, production, and sales of smart terminal charging and storage products, including chargers and power banks, with business involvement in consumer electronics and smart home sectors [1] - As of July 31, 2025, the number of shareholders of Aohai Technology is 22,200, a decrease of 577 from the previous period, with an average market value of circulating shares held per shareholder at 422,500 yuan [1] Group 2 - On August 7, the net outflow of main funds was 5.29 million yuan, with a cumulative net outflow of 39.15 million yuan over the past five days [2]

Group 1 - The company has completed the sale of 2,842,890 shares held under the 2023 Employee Stock Ownership Plan (ESOP) [1][2] - The ESOP was approved during the board and shareholder meetings held on May 22, June 8, and subsequent meetings, allowing the company to implement the plan [1] - The ESOP has a duration of 36 months, with stock unlocks occurring at 12 and 24 months, each releasing 50% of the shares based on company performance and holder assessments [2] Group 2 - The total shares sold under the ESOP represent 1.0299% of the company's total share capital at the time of the announcement [2] - The company adhered to trading regulations and did not engage in insider trading during the ESOP implementation period [2] - The ESOP has now been terminated, and the management committee will proceed with asset settlement and distribution [3]

2、2023 年 7 月 14 日，公司回购专用证券账户所持有的公司股票 2,842,890 股以非交易过户形式过户至公司开立的"东莞市奥海科技股份有限公司－2023年 员工持股计划"证券专用账户。具体内容详见公司在指定信息披露媒体《中国证 券 报 》 《 证 券 时 报 》 《 上 海 证 券 报 》 《 证 券 日 报 》 和 巨 潮 资 讯 网 (http://www.cninfo.com.cn)披露的相关公告。 根据公司《2023 年员工持股计划（草案）》的相关规定，本员工持股计划 的存续期为 36 个月，自公司公告最后一笔标的股票过户至本员工持股计划名下 之日起算，在履行本草案规定的程序后可以提前终止或展期。本员工持股计划所 获标的股票分两期解锁，解锁时点分别为自公司公告最后一笔标的股票过户至本 员工持股计划名下之日起满 12 个月、24 个月，每期解锁的标的股票比例分别为 50%、50%，各年度具体解锁比例和数量根据公司业绩指标和持有人考核结果计 算确定。 二、2023 年员工持股计划股票出售情况及后续安排 证券代码：002993 证券简称：奥海科技 公告编号：2025-035 东莞市奥海科技股份 ...

Group 1 - The company, Aohai Technology (002993.SZ), is currently collaborating closely with leading domestic and international consumer electronics companies [1] - The company's charger products have been selected as standard equipment in important clients' AI glasses [1]

Core Viewpoint - Dongguan Aohai Technology Co., Ltd. has announced a share repurchase plan with a total investment of no less than RMB 40 million and no more than RMB 80 million, aimed at employee stock ownership plans or equity incentives [1][2]. Group 1: Share Repurchase Plan - The company plans to repurchase its A-shares with a maximum price of RMB 59 per share, within a period of 12 months from the board's approval [1]. - Following the 2024 annual equity distribution, the maximum repurchase price was adjusted to RMB 58.11 per share [2]. - As of July 31, 2025, the company has repurchased a total of 534,100 shares, accounting for 0.19% of the total share capital, with a total transaction amount of approximately RMB 19.997 million [2]. Group 2: Compliance and Regulations - The company's share repurchase activities comply with the relevant regulations of the Shenzhen Stock Exchange and the company's repurchase plan [3]. - The company has not repurchased shares during periods that could significantly impact the stock price or during other restricted periods as defined by regulatory authorities [4]. - The repurchase transactions are conducted through centralized bidding and adhere to specific price and timing restrictions as mandated by regulatory guidelines [5][6].

Group 1 - The stock price of Aohai Technology closed at 38.80 yuan on August 4, down 0.20 yuan or 0.51% from the previous trading day [1] - The trading volume was 34,147 hands, with a total transaction amount of 1.32 billion yuan and a turnover rate of 1.43% [1] - The stock opened at 38.84 yuan, reached a high of 39.00 yuan, and a low of 38.50 yuan, with a fluctuation of 1.28% [1] Group 2 - Aohai Technology primarily operates in the manufacturing of computers, communications, and other electronic devices, with 91.38% of revenue coming from computer and communication equipment manufacturing and 8.62% from the new energy vehicle sector [1] - In the first quarter of 2025, the company achieved operating revenue of 1.442 billion yuan and a net profit of 125 million yuan [1] Group 3 - As of July 31, 2025, the company has repurchased a total of 534,100 shares, accounting for 0.19% of the total share capital, with a total repurchase amount of 20 million yuan [1] - The repurchase price range was between 36.77 yuan and 38.56 yuan [1] Group 4 - On August 4, the net outflow of main funds was 8.1341 million yuan, with a cumulative net outflow of 34.9754 million yuan over the past five trading days [1]

Core Points - Aohai Technology announced on August 4 that as of July 31, 2025, the company has repurchased a total of 534,100 shares through a dedicated repurchase account via centralized bidding, which represents 0.19% of the company's current total share capital [2]

Market Performance - The main board led the gains with notable increases in stocks such as Furi Electronics (+10.04%), Beiwai Technology (+10.03%), and Liding Optoelectronics (+10.00%) [1] - The ChiNext board saw significant growth, highlighted by Longyang Electronics (+20.00%) and Jinxi Modern (+19.96%) [1] - The Sci-Tech Innovation board also performed well, with Dongxin Co. (+20.00%) and Xunjiexing (+15.81%) leading the way [1] - Active sub-industries included SW Military Electronics III (+3.42%) and SW Robotics (+3.42%) [1] Domestic News - ZhiGe Technology, an AR glasses optical manufacturer, recently completed a financing round of over 100 million yuan, establishing China's first fully automated mass production line for diffractive waveguides with a monthly capacity of 100,000 pieces [1] - Semiconductor investment alliance member, Saiwei Electronics, announced that its subsidiary, Silex, has received a purchase order for a MEMS silicon oscillator after passing customer validation [1] - TSMC has begun equipment installation for its second 2nm plant in Kaohsiung, expected to enter trial production by the end of this year [1] - He Sheng New Materials announced a 250 million yuan investment in Yizhi Electronics, acquiring a 10% stake in the company, which specializes in high-end server CPU chip design [1] Company Announcements - Aohai Technology reported the repurchase of 534,100 shares, representing 0.19% of its total share capital [3] - Sanhuan Group announced the repurchase of 5,133,800 shares, accounting for 0.2679% of its total share capital [3] - OmniVision Technologies projected its H1 2025 revenue to be between 13.722 billion yuan and 14.022 billion yuan, reflecting a year-on-year increase of 13.49% to 15.97% [3] - Industrial Fulian reported a total repurchase of 7,697,400 shares, which is 0.04% of its total share capital [3] Overseas News - TrendForce predicts that major memory suppliers in South Korea and the U.S. will significantly reduce or halt production of LPDDR4X in 2025 and 2026, leading to supply-demand imbalances [1] - Samsung Electronics made a strategic investment in Israeli startup Teramount Ltd. to secure critical high-speed data transmission technology for next-generation semiconductor packaging [1] - Meta announced plans to dispose of certain data center assets valued at $2.04 billion, reclassifying them as "held for sale" [1] - Qualcomm reported Q3 FY2025 revenue of $10.4 billion, a 10% year-on-year increase, with net profit of $2.666 billion, up 25% year-on-year, driven by strong performance in automotive and IoT sectors [1]