Market Overview - On July 1, the Shanghai Composite Index rose by 0.39%, with the total margin trading balance reaching 1,854.563 billion yuan, an increase of 4.111 billion yuan from the previous trading day [1] - The margin trading balance in the Shanghai market was 935.827 billion yuan, up by 1.786 billion yuan; in the Shenzhen market, it was 912.867 billion yuan, an increase of 2.269 billion yuan; and in the Beijing Stock Exchange, it was 5.869 billion yuan, up by 0.055 billion yuan [1] Industry Analysis - Among the industries tracked by Shenwan, 20 sectors saw an increase in margin trading balances, with the electronics sector leading with an increase of 1.450 billion yuan, followed by the defense and military industry and non-ferrous metals, which increased by 0.507 billion yuan and 0.486 billion yuan, respectively [1] Stock Performance - A total of 1,844 stocks experienced an increase in margin trading balances, accounting for 50.10% of the total, with 328 stocks seeing an increase of over 5% [1] - The stock with the largest increase in margin trading balance was Hengyu Xintong, which had a latest margin balance of 45.283 million yuan, reflecting a 116.63% increase, although its stock price fell by 0.12% on the same day [1] - Other notable stocks with significant increases in margin trading balances included Tengya Precision and Juneng Co., with increases of 101.08% and 73.33%, respectively [1] Top Gainers and Losers - Among the top 20 stocks with the largest increases in margin trading balances, the average stock price rose by 1.88%, with notable gainers including Taotao Automotive, Jixin Technology, and Xiangyu Medical, which saw increases of 14.71%, 9.98%, and 8.11%, respectively [2] - Conversely, the stocks with the largest declines included Hongyu Packaging, Kelon New Materials, and Tengya Precision, with declines of 5.72%, 4.08%, and 3.91%, respectively [2] Margin Trading Balance Declines - In contrast to the stocks with increased margin trading balances, 1,837 stocks saw a decrease, with 225 stocks experiencing a decline of over 5% [4] - The stock with the largest decrease in margin trading balance was Huawi Design, which saw a decline of 35.29%, bringing its latest margin balance to 5.819 million yuan [4] - Other stocks with significant declines included Minexplosion Optoelectronics and Jibeier, with decreases of 32.37% and 27.68%, respectively [4]

Group 1 - The A-share photolithography concept stocks have become active again, with Kaimeteqi hitting the daily limit up, indicating strong market interest [1] - Blue Eagle Equipment rose by 7%, reflecting positive sentiment in the sector [1] - Other companies such as Zhongci Electronics, Xuguang Electronics, and Jiuri New Materials also experienced gains, suggesting a broader rally in the photolithography-related stocks [1]

Core Viewpoint - The lithography machine concept sector has shown a significant increase, with a 3.90% rise, ranking third among concept sectors, driven by strong performances from several stocks [1]. Group 1: Market Performance - As of June 30, the lithography machine concept sector saw 36 stocks rise, with notable gains from Blue Eagle Equipment (20% increase), Kai Mei Te Qi, Zhong Ci Electronics, and *ST He, all hitting the daily limit [1]. - The top gainers in the sector included Wavelength Optoelectronics (9.44%), Jiu Ri New Materials (7.81%), and Guo Lin Technology (7.34%) [1]. Group 2: Capital Inflow - The lithography machine concept sector experienced a net capital inflow of 707 million yuan, with 24 stocks receiving net inflows, and 6 stocks exceeding 30 million yuan in net inflow [1]. - Blue Eagle Equipment led the net capital inflow with 279 million yuan, followed by Kai Mei Te Qi (226 million yuan) and Zhong Ci Electronics (76.97 million yuan) [1]. Group 3: Capital Inflow Ratios - The top stocks by net capital inflow ratio included Kai Mei Te Qi (56.32%), Zhong Ci Electronics (39.09%), and Blue Eagle Equipment (31.36%) [2]. - The trading turnover rates for these stocks were 5.66% for Kai Mei Te Qi, 1.11% for Zhong Ci Electronics, and 13.04% for Blue Eagle Equipment [2].

Market Overview - The A-share market saw all three major indices rise in the morning session, with the Shanghai Composite Index up 0.2%, the Shenzhen Component Index up 0.54%, and the ChiNext Index up 0.93% [1] - The total market turnover reached 932.6 billion yuan, a decrease of 81.1 billion yuan compared to the previous day, with over 3,500 stocks rising [1] Sector Performance - The gaming, military, brain-computer interface, and photolithography concept stocks led the gains, while the banking, securities, and dairy sectors experienced declines [3] - Notable stocks in the military sector included Hengyu Xintong (300965), Chenxi Aviation (300581), and Zhongbing Hongjian (000519), all of which hit the daily limit [3] - The gaming sector saw significant increases with Kaiying Network (002517) and Giant Network (002558) both reaching the daily limit [3] - Photolithography concept stocks were active, with Blue Eagle Equipment (300293) hitting the daily limit, along with Kaimete Gas (002549) and Zhongci Electronics (003031) [3] - The innovative drug sector rebounded, with Zhaoyan New Drug (603127) also hitting the daily limit [3] - The banking and securities sectors faced early declines, with Guosheng Jinkong (002670) dropping over 5% [3] Hot Stocks - The strongest sectors included new energy vehicles, military, and specialized innovative companies, with multiple stocks hitting daily limits [8][9][10] - In the new energy vehicle sector, 16 stocks reached the daily limit, with the highest consecutive limit being 9 days [8] - The military sector had 14 stocks hitting the daily limit, with the highest consecutive limit also being 9 days [9] - The specialized innovative sector had 13 stocks hitting the daily limit, with a maximum of 3 consecutive limits [10] Sector Insights - The military equipment sector is expected to benefit from increasing global military trade demand and domestic military modernization efforts, potentially leading to a dual boost in fundamentals and industry valuations [12] - The gaming sector is supported by a record number of game approvals, indicating regulatory support for healthy industry development [13] - The brain-computer interface sector is gaining attention due to advancements from Neuralink, with significant usage data reported from trial participants [14] - The digital currency sector is poised for growth as Hong Kong aims to enhance cross-border payment efficiency through stablecoins, with new regulations set to take effect [15]

Group 1 - The core viewpoint of the articles emphasizes the importance of lithography machines in the semiconductor industry, highlighting recent stock price surges of related companies due to government support for technological self-reliance and innovation [1][2] - The State Council's meeting on June 27 stressed the need for enhancing responsibility and urgency in advancing high-level technological self-reliance, focusing on breaking through key core technologies and integrating technological innovation with industrial innovation [1] - Lithography is identified as the most critical and complex process in integrated circuit manufacturing, accounting for approximately one-third of manufacturing costs and 40%-50% of the time spent in the process [2] Group 2 - The lithography machine market is dominated by ASML, Nikon, and Canon, with a growing demand for high-end EUV and DUV lithography machines, while there remains significant demand for i-line lithography machines [2] - There is a vast market potential for domestic breakthroughs in certain categories of lithography machines, which could lead to substantial growth opportunities for companies involved in the lithography supply chain [2] - Companies such as Blue Ying Equipment, Wavelength Optoelectronics, and others have seen significant stock price increases, indicating strong market interest and potential investment opportunities in the lithography equipment sector [1]

证券代码：003031 证券简称：中瓷电子 公告编号：2025-058 河北中瓷电子科技股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 河北中瓷电子科技股份有限公司（以下简称"公司"或"中瓷电子"）于 2025 年 4 月 23 日召开第二届董事会第三十二次会议、第二届监事会第二十五次 会议，审议通过了《关于使用部分闲置募集资金进行现金管理的议案》，该议案 经 2025 年 5 月 15 日召开的 2024 年年度股东大会审议通过，同意公司使用不超过 人民币 18.3 亿元的闲置募集资金进行现金管理，用于购买安全性高、流动性好、 满足保本要求、产品投资期限最长不超过 12 个月的由银行发行的保本型约定存 款。上述资金额度在有效期内循环滚动使用。具体内容详见公司在巨潮资讯网 （http://www.cninfo.com.cn）和指定信息披露媒体上刊登的《关于使用部分闲置 募集资金进行现金管理的公告》（公告编号 2025-034）。 现将公司使用部分闲置募集资金进行现金管理的实施进展情况公告如下： 一、 ...

证券代码：003031 证券简称：中瓷电子 公告编号：2025-057 河北中瓷电子科技股份有限公司 关于使用部分闲置募集资金进行现金管理到期赎回的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本次使用部分闲置募集资金进行现金管理到期赎回的情况 河北中瓷电子科技股份有限公司与中国银行股份有限公司石家庄市合西支行 签订了《中国银行挂钩型结构性存款销售协议书》，分别使用闲置募集资金 2,550 万元、2,450 万元购买了"挂钩型结构性存款（机构客户））"。产品起息 日均为 2024 年 12 月 30 日。具体内容详见公司于 2024 年 12 月 31 日在《证券时 报》《上海证券报》及巨潮资讯网（http://www.cninfo.com.cn）披露的《关于使 用部分闲置募集资金进行现金管理的进展公告》（公告编号：2024-097）。 截至本公告日，公司已如期赎回上述理财产品，分别赎回本金 2,550 万元、 2,450 万元，获得理财收益分别为 35.86 万元、9.98 万元。本金及理财收益已全额 存入募集资金专户。 二、本公告日前十二个月内 ...

证券代码：003031 证券简称：中瓷电子 公告编号：2025-056 河北中瓷电子科技股份有限公司 关于使用部分闲置募集资金进行现金管理到期赎回的公告 | | 中国银 有限公 | 挂钩型 | 保最 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 行股份 | 结构性 | 保本 | 2024.4.12 - | | | | | 7 | | 存款 | | 2024.7.11 | 4,900 | 是 | 41.80 | | | 司石家 | （机构 | 低收 | | | | | | | 庄市合 | | 益型 | | | | | | | 西支行 | 客户） | | | | | | | | 中国银 | 挂钩型 结构性 | | | | | | | | 行股份 | | 保本 | | | | | | | 有限公 | | 保最 | 2024.4.12 - | 5,100 | | | | 8 | 司石家 | 存款 | 低收 | 2024.7.12 | | 是 | 16.53 | | | 庄市合 | （机构 | 益型 | | | | | | | | 客户） ...

Core Viewpoint - The announcement details the 2024 annual profit distribution plan approved by the shareholders' meeting, which includes a cash dividend distribution to shareholders based on the company's total share capital [1][2]. Group 1: Profit Distribution Plan - The profit distribution plan involves a cash dividend of 4.20 RMB per 10 shares (before tax) for all shareholders, with a differentiated tax rate for specific categories of investors [1]. - The company will not issue bonus shares or convert capital reserves into share capital, and the total distribution amount does not exceed the retained earnings at the end of the reporting period [1][2]. - 30% of the undistributed profits for 2024 will be allocated to the discretionary surplus reserve [1]. Group 2: Key Dates - The record date for the rights distribution is set for June 11, 2025, and the ex-dividend date is also June 11, 2025 [2]. Group 3: Distribution Method - The distribution will be made to all shareholders registered with the China Securities Depository and Clearing Corporation Limited Shenzhen Branch as of the record date [2][3]. - In the event of a decrease in shares held by shareholders during the distribution application period, the company will bear all legal responsibilities and consequences [3]. Group 4: Consultation Information - The company’s securities department is available for inquiries, located at 21 Changsheng Street, Luquan Economic Development Zone, Shijiazhuang City, with contact details provided [3].

证券代码：003031 证券简称：中瓷电子 公告编号：2025-055 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 河北中瓷电子科技股份有限公司（以下简称"公司"或"本公司"）2024 年年度权益分派方案已获2025 年5 月15 日召开的2024 年年度股东大会审议通 过，现将权益分派事宜公告如下： 一、股东大会审议通过利润分配方案情况 河北中瓷电子科技股份有限公司 关于 2024 年年度权益分派实施的公告 1、公司2024年年度股东大会审议通过的利润分配方案为：公司以总股本 451,052,859股为基数，拟向全体股东每10股派发现金红利4.200000元（含税 ），不送红股，不以资本公积金转增股本。本次利润分配金额未超过报告期 末未分配利润的余额。另外，公司2024年未分配利润的30%用于提取任意盈 余公积金。 2、自2024 年年度利润分配方案披露至实施期间，公司总股本未发生变化。 3、本次权益分派实施时间距离 2024 年年度股东大会审议通过时间未超 过 2 个月。 4、本次实施的权益分配方案与公司 2024 年年度股东大会审议通过的分配 方案一 ...