小程序：A股盘前市场要闻速递 重要新闻 1. 加强个人境外收入监管，境外买卖股票收入也要缴税 《金融时报》刊文，据了解，近期有纳税人收到了税务部门通知，告知其需要依法办理境外所得申报并 缴纳相应税款。"根据我国个人所得税法，个人股票交易所得属于财产转让所得，应当适用20%的税率 按次征收。其中，个人在境内二级市场的股票交易所得暂免征收个人所得税；在境外直接进行股票交易 所得没有免税规定，需要在取得所得的次年申报纳税。"吉林财经大学税务学院院长张巍解释说。为了 更加合理的征收，我国税务部门在征管时，允许纳税人按照纳税年度盈亏相抵，但不允许跨年互抵。依 法纳税是每个公民应尽的义务。个人未申报或者未如实申报境外所得，除了会被税务机关要求补缴税款 外，还会被加收滞纳金，情形严重的还可能被稽查部门立案检查，将面临税务处罚。纳税人如果发现自 己此前申报个税时，存在少报、漏报境外所得的，要及时补正。 2. 央行7月未进行公开市场国债买卖 央行公布7月中央银行各项工具流动性投放情况，其中MLF净投放1000亿元，买断式逆回购净投放2000 亿元，未进行公开市场国债买卖。 3. 乘联分会：7月全国新能源乘用车厂商批发销量同比增 ...

Group 1 - Recent data indicates a surge in international capital reallocating towards Chinese assets, with nearly 60% of sovereign wealth funds prioritizing China as an investment market [1][2] - Korean investors have shown increasing enthusiasm for Chinese stocks, with a cumulative trading volume of $5.764 billion in 2023, making China the second-largest overseas investment destination for Korean investors [2] - UBS's survey reveals that 19% of global family offices plan to increase their allocation to Chinese assets, marking a 3 percentage point increase from 2024 [2] Group 2 - In July, five major overseas Chinese stock ETFs attracted over $2 billion in investments, with significant growth in assets under management for several ETFs [3] - Sovereign wealth funds are driven to allocate to Chinese assets due to attractive local returns, diversification benefits, and expanded market access for foreign investors [3] Group 3 - The Chinese economy's recovery has exceeded market expectations, bolstered by rapid policy responses to stabilize expectations and stimulate growth, enhancing international investor confidence [4] - China has made significant advancements in technology and innovation, leading to a re-evaluation of asset valuations by international investors [4] Group 4 - As of August 1, four A-share stocks have over 24% foreign ownership, indicating strong foreign interest in companies with global competitiveness [5] - Foreign investors are selectively investing in growth stocks, focusing on companies with sustainable performance and expanding market shares [6] Group 5 - Foreign capital is favoring high-dividend stocks and growth stocks, reflecting a dual strategy of defense and offense in investment [7] - High-dividend stocks are recognized for their stable cash flows and strong governance, while growth stocks represent long-term bets on China's economic transformation [8]

据统计，8月4日，盘后包括达意隆、山外山、开普检测、吉宏股份、红旗连锁、通达股份、神火股份、 康泰医学、步科股份、飞鹿股份、能辉科技、晶雪节能、胜宏科技、赛腾股份、雪迪龙、中芯国际、工 大高科、成都先导、飞乐音响、华电辽能、三维股份、奥锐特在内的22家A股上市公司披露减持情况。 当日暂无A股上市公司披露增持情况。 | 1 | 达意障 | 董事兼高级管理人员吴小满计划减持不超过4.22万股股份 | | --- | --- | --- | | 2 | 山外山 | 大健康和力远健鲲合计减持2.26%公司股份 | | 3 | 开普检测 | 副总经理贺春、张冉拟减持不超过0.54%公司股份 | | 4 | 吉宏股份 | 毒事长干亚朋计划减持不超过304万股 | | 5 | 红旗连锁 | 永辉超市拟减持不超过1%股份 | | 6 | 通达股份 | 控股股东拟减持不超过3%公司股份 | | 1 | 神火股份 | 普天工贸拟减持0.90%公司股份 | | 8 | 康泰医学 | 持股5%以上股东及部分董事、高管拟减持不超过3.59%股份 | | 9 | 步科股份 | 控股股东上海步进计划减持不超过3%公司股份 | | 10 | ...

公告称，本次减持符合相关法律法规规定，与预先披露的计划一致，不会导致公司控制权变更，也不会 对公司治理、股权结构及持续经营产生重大影响。 北京商报讯（记者 陶凤 实习记者 王天逸）8月4日，北京商报记者获悉，胜宏科技（惠州）股份有限公 司发布公告称，公司部分董事、高级管理人员的减持计划已实施完毕，合计减持237.12万股，占公司股 份总数的0.2765%。 公告显示，胜宏科技曾于7月5日披露减持计划，公司董事刘春兰、董事兼总裁赵启祥、董事兼副总裁陈 勇、执行副总裁王辉、财务总监朱国强计划在7月28日至10月27日期间，以集中竞价或大宗交易方式合 计减持不超过249.06万股（占公司股份总数的0.29%）。 ...

容大感光在互动平台表示，公司珠海生产基地一期项目的感光干膜生产线已经开始试生产。公司将在稳 固PCB光刻胶（液态）市场销售的基础上，加大对感光干膜产品的市场开拓力度。胜宏科技是公司主要 客户之一，公司向胜宏科技供应的产品主要是PCB光刻胶系列产品。长期以来公司与胜宏科技都保持了 良好的合作关系，目前看，公司与胜宏科技之间的业务情况正常。 ...

Macro Dynamics - The People's Bank of China reported a net liquidity injection of 100 billion yuan through MLF and 200 billion yuan through reverse repos in July 2025, with no public market transactions of government bonds [2] Market Data - In July 2025, A-share new account openings reached 1.96 million, a year-on-year increase of 71%, and a month-on-month increase of 19.27% [3] - The second batch of floating rate funds raised over 1 billion yuan on its first day of sale, with specific funds like China Europe Core Select raising over 800 million yuan and E Fund Value Return raising over 400 million yuan [4] - The Shanghai Composite Index rose by 0.66% on August 4, with significant gains in military stocks and semiconductor sectors, while over 3,800 stocks increased in value [8] - The total margin balance in the two markets decreased by 4.659 billion yuan as of August 1, with the Shanghai Stock Exchange reporting a balance of 998.673 billion yuan and the Shenzhen Stock Exchange reporting 961.366 billion yuan [9] Company Dynamics - Nanjing Bank announced that its shareholder, Nanjing High-Tech, increased its stake from 8.94% to 9.00% by acquiring 7.5077 million shares [5] - Zhongyuan Securities received approval from the China Securities Regulatory Commission to issue bonds totaling up to 2.5 billion yuan [6] - Xi'an Bank reported the release of 857,200 shares from pledge by its shareholder, Xi'an Qujiang Cultural Industry Venture Capital [7] - Anta Sports responded to rumors regarding the acquisition of Reebok, stating that it does not comment on market speculation [11] - Victory Technology announced the completion of a share reduction plan, with a total of 2.37 million shares sold, representing 0.2765% of the total shares [11] - CATL reported a total share buyback of 6.641 million shares, amounting to 1.551 billion yuan [12] - China Shipbuilding announced plans for a merger with China Shipbuilding Industry Corporation, which may lead to the termination of its stock listing [13] - Green通科技 plans to use excess funds of 450 million yuan to acquire a 46.9167% stake in Damo Semiconductor and invest an additional 80 million yuan for capital increase, aiming for a strategic shift towards the semiconductor industry [15]

Core Viewpoint - Shenghong Technology, a leading PCB manufacturer, is accelerating its financing efforts amid increasing financial pressure, announcing plans for an IPO in Hong Kong and a new round of fundraising to support capacity expansion in the high-end PCB sector driven by AI demand [1][3][7]. Group 1: Financing and Financial Pressure - Shenghong Technology has launched two financing plans within eight months, aiming to raise approximately 19 billion yuan and potentially 10 billion USD through its H-share issuance, which would exceed its total fundraising since its listing [1][3][4]. - The company's cash reserves have decreased from 2.141 billion yuan at the end of 2023 to 1.33 billion yuan by the end of Q1 2024, while its interest-bearing liabilities have increased significantly [5][6]. - The company plans to invest approximately 3.21 billion yuan in new production bases in Vietnam and Thailand, contributing to its growing financial strain [1][6]. Group 2: Industry Context and Competition - The PCB industry is entering a new expansion cycle, with several companies, including Huadian Co., Shenzhen South Circuit, and Dongshan Precision, also ramping up production, which may alter industry concentration and impact Shenghong Technology's profitability [2][8]. - The demand for high-end PCBs is surging due to advancements in AI technology, with Shenghong Technology's revenue from overseas clients reaching 3.38 billion yuan in early 2025, accounting for 82.95% of its main business revenue [7][8]. - The industry is experiencing a "capacity arms race," with competitors significantly increasing their capital expenditures, reflecting the high demand and growth potential in the high-end PCB market [8][9].

胜宏科技董事高管减持计划完成公告要点 减持计划执行情况 减持时间：2025年7月31日-8月1日 减持股数：合计减持237.12万股，占总股本0.28% 减持价格：均价190.16-195.91元/股 关键说明 减持计划严格按照7月5日预披露方案执行，未超出预定减持上限249.06万股 参与人员及减持详情 刘春兰（董事）：减持98.03万股（0.11%） 赵启祥（董事兼总裁）：减持42.86万股（0.05%） 陈勇（董事兼副总裁）：减持54.83万股（0.06%） 王辉（执行副总裁）：减持6万股（0.007%） 朱国强（财务总监）：减持32.75万股（0.04%） 减持方式：大宗交易和集中竞价交易 本次减持不影响公司控制权，不对公司治理结构产生重大影响 减持完成后，上述人员仍持有公司股份，其中多数为限售股份 ...

2024年1至12月份，胜宏科技的营业收入构成为：PCB制造业占比93.66%，其他业务占比6.34%。 （文章来源：每日经济新闻） 胜宏科技（SZ 300476，收盘价：188.53元）8月4日晚间发布公告称，公司股东刘春兰、赵启祥、陈 勇、王辉、朱国强减持计划实施完毕，共减持公司股份约237万股，减持股份占公司总股份为 0.2766%。 ...

证券代码：300476 证券简称：胜宏科技 公告编号：2025-092 胜宏科技（惠州）股份有限公司 关于公司部分董事、高级管理人员减持计划完成的公告 董事刘春兰女士、董事兼总裁赵启祥先生、董事兼副总裁陈勇先生及高级管理人员王辉 先生、朱国强先生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。 胜宏科技（惠州）股份有限公司（以下简称"公司"）于 2025 年 7 月 5 日 披露了《关于公司部分董事、高级管理人员减持计划预披露公告》（公告编号： 2025-076），公司董事刘春兰女士、董事兼总裁赵启祥先生、董事兼副总裁陈勇 先生、执行副总裁王辉先生、财务总监朱国强先生计划在自公告发布之日起十五 个交易日后的三个月内（即 2025 年 7 月 28 日至 2025 年 10 月 27 日）以集中竞 价交易、大宗交易的方式减持其直接持有的公司股份，减持数量合计不超过 2,490,609 股，即不超过公告日公司股份总数（剔除公司回购专用证券账户中股 份数量，下同）的 0.29%。（若减持期间公司实施送股、资本公积金 ...