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 ...

机器人、减速器概念延续强势，中马传动涨停； 市场早盘震荡分化，三大指数涨跌不一。南财金融终端显示，截至早盘收盘，沪指涨0.20%，深成指跌0.28%，创业板指跌0.49%。 盘面上热点较为杂乱，个股涨多跌少，全市场超2700股上涨。 从板块来看，军工板块集体爆发，爱乐达等涨停，长城军工等创历史新高； AI智能体概念再度活跃，华盛昌等涨停； 下跌方面，大消费概念展开调整，大连友谊跌停。 沪深两市半日成交额9208亿元，较上个交易日缩量741亿。个股方面，东芯股份成交额超48亿元居首，中际旭创、胜宏科技、江淮汽车成交额靠前。 | 沪深A股 | 上证A股 深证A股 | 创业板 | 科创板 风险警示 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 代码 | 名称 | | | 最新价 | | | | | | 成交额 ▼ | | 1 688110 | 东芯股份 | R | +14.49% | 65.72 | +8.32 | -0.35% | 1.16 | 16.87% | 15.47% | 48.0 ...

Core Insights - Since July, the A-share market has rebounded, leading to a continuous increase in financing balance, reaching 19,662.74 billion yuan as of August 1, with a net increase of 1,281.25 billion yuan in July, marking a new high in over 10 years [1][2] Financing Balance Overview - As of August 1, the A-share market's total margin balance is reported at 19,798.57 billion yuan, with the financing balance at 19,662.74 billion yuan, reflecting an increase of 1,281.25 billion yuan since July [2] - In the 24 trading days since July, financing balance increased on 21 days, accounting for nearly 90% of the time, with significant increases on July 21, 22, 28, and 29, each exceeding 150 billion yuan [3] Industry Performance - Among the 31 primary industries, 30 saw an increase in financing balance since July, with the pharmaceutical and biological industry leading with a net increase of 156.33 billion yuan, followed by electronics and power equipment [3] - The computer industry also reported a net increase of over 100 billion yuan, while only the oil and petrochemical industry experienced a net sell-off of 11.88 billion yuan [3] Stock Performance - The top ten stocks with the highest net buying amounts since July include Xinyi Technology (31.80 billion yuan), Northern Rare Earth (21.76 billion yuan), and Shenghong Technology (14.91 billion yuan), with most of these stocks showing significant price increases, particularly Feilihua, which rose nearly 60% [3] - Conversely, the top ten stocks with the highest net selling amounts include CITIC Securities (11.11 billion yuan) and Sunshine Power (7.67 billion yuan), with most of these stocks also experiencing price increases, notably Guangfa Securities, which rose over 15% [5] Margin Trading Overview - As of August 1, the margin trading balance reached 135.83 billion yuan, with an increase of 12.79 billion yuan since July, and a total of 28.72 billion shares available for margin trading [6] - The stocks with the highest margin trading balances include Kweichow Moutai (0.97 billion yuan), China Merchants Bank (0.68 billion yuan), and Ping An Insurance (0.68 billion yuan) [6]

【主力资金监控：中际旭创净卖出超4亿】智通财经8月4日电，智通财经星矿数据显示，今日早盘主力 资金净流入国防军工、银行、机械设备等板块，净流出医药、计算机、通信等板块，其中医药板块净流 出超35亿元。个股方面，长城军工涨停，主力资金净买入5.09亿元位居首位，海光信息、山河智能、航 天电子获主力资金净流入居前；中际旭创遭净卖出超4亿元，海康威视、胜宏科技、天府文旅主力资金 净流出额居前。 转自：智通财经 ...

Core Viewpoint - The article highlights the significant outflow of capital from the top 20 stocks as of August 4, with notable amounts withdrawn from various companies [1]. Group 1: Capital Outflow - The top stock with the highest capital outflow is Zhongji Xuchuang, with a withdrawal of 443 million [1] - Hikvision follows with an outflow of 353 million [1] - Other notable companies experiencing significant outflows include Shenghong Technology (-273 million), Tibet Tianlu (-259 million), and Tianfu Culture Tourism (-250 million) [1] Group 2: Additional Companies - WuXi AppTec saw an outflow of 241 million, while BYD experienced a withdrawal of 234 million [1] - Other companies with substantial capital outflows include Bubugao (-232 million), Jiejia Weichuang (-229 million), and Dongxin Co. (-225 million) [1] - Shanghai Film had an outflow of 211 million, and Anke Bio saw 202 million withdrawn [1]

消费电子精密制造龙头立讯精密亦于7月2日宣布筹划H股上市，拟发行不超过总股本5%的股份，并授予承销商 15%超额配售权。公司表示，此举旨在深化全球化战略布局，增强境外融资能力，提升治理透明度。另一家消费 类锂电池模组制造商欣旺达也于7月30日向港交所递交申请，募资将用于海外产能扩张及国际业务拓展。 港股市场升温的背后，是监管协作机制的持续优化。2024年以来，中国证监会与港交所多次出台政策支持企业赴 港上市。备案程序简化：对先A后H企业实施快速备案通道，宁德时代从递表到获准仅用时44天；审批流程加速： 港交所承诺对市值超百亿港元的A股公司，30天内完成审核；融资渠道多元化：允许企业通过"闪电配售"机制快 速融资，宁德时代H股国际配售占比达92.5%，吸引中东主权财富基金、瑞银资管等23家国际机构参与。 平安证券研报指出，近两年赴港上市的中资企业呈现"市值提升""含科量提高""出海加速"三大趋势。以宁德时代 为例，其港股募资超410亿港元，用于海外电池工厂建设，2025年上半年海外营收占比已提升至35%。 业内人士普遍认为，A股公司赴港上市潮将持续至2026年。香港证监会行政总裁梁凤仪表示，将通过"一盾三 箭" ...

Group 1 - In July, the A-share market continued to rise, with the Shanghai Composite Index increasing by 3.74%, marking the third consecutive month of growth [2] - Over 700 listed companies participated in institutional research activities in July, indicating a high level of market activity [2][3] - Notably, several popular stocks that have seen price increases exceeding 10 times in recent years were involved in institutional research [7][8] Group 2 - Ice Wheel Environment (000811) was researched over 10 times in July, focusing on its marine economy product layout and low-carbon technology development [3][4] - Northern Rare Earth (600111) also had over 10 research sessions, discussing the growing demand for rare earth materials driven by new energy technologies and applications [5] - DAHUA Laser (002008) attracted attention from multiple foreign institutions, highlighting its overseas expansion and adaptation to diversified supply chains [6] Group 3 - New Yiseng (300502) and Shenghong Technology (300476), both significant gainers in the market, were subjects of institutional research, with their stock prices increasing over 10 times from their lows [8] - Other companies like Changsheng Bearing (300718) and Zhaojin Gold also experienced similar research interest due to their substantial price increases [8] - Despite the positive market sentiment, many companies are cautioning investors about potential risks associated with their stock price surges [9]

Market Overview - A-shares experienced fluctuations this week, with the Shanghai Composite Index peaking at 3636.17 points before closing down 0.94% at 3559.95 points. The Shenzhen Component Index fell 1.58%, and the ChiNext Index decreased by 0.74% [1] - Most sectors entered a correction phase, with notable declines in coal, non-ferrous metals, and real estate, while sectors like biomedicine, communication, and media saw overall gains [1] - 125 listed companies disclosed institutional research reports this week, with nearly 40% of the surveyed stocks achieving positive returns [1] Company Highlights - Defu Technology received the highest number of institutional visits this week, with 144 institutions participating, primarily due to its plan to acquire 100% of Luxembourg Copper Foil for €1.74 billion. This acquisition is expected to enhance its production capacity from 175,000 tons/year to 191,000 tons/year, making it the world's largest producer of electrolytic copper foil [2] - The end-use applications for copper foil include AI servers, 5G base stations, and mobile terminals, indicating significant growth potential in these sectors [2] - Victory Technology, another company that saw substantial gains, announced plans for a Hong Kong IPO to capitalize on global AI opportunities. The funds raised will support high-end capacity expansion and advanced PCB technology development [3] - CIMC reported optimistic demand for its container business, with orders currently scheduled through Q3. The industry anticipates a total production of no less than 3 million TEUs for the year, exceeding initial expectations [4] - CATL disclosed a net profit of 30.5 billion yuan for the first half of the year, a 33.33% increase year-on-year, with a high capacity utilization rate of approximately 90% [4] - BOE Technology indicated a slight decline in LCD TV prices due to ongoing inventory destocking, but expects a recovery in demand and stabilization of prices in August [4]