【导读】新易盛公布询价转让定价，高光荣拟套现37.49亿元 大牛股新易盛董事长高光荣拟通过询价转让方式减持股份。 10月9日晚间，新易盛公布本次询价转让价格为328.00元/股，初步确定受让方为16家机构投资者，拟受让股份总数为1143.07万股。据估算，高光荣此次转 让套现金额为37.49亿元。 10月9日，新易盛股价低开低走，截至收盘下跌4%，报收于351.15元/股。该股年初至今涨幅超过327%，最新总市值为3490亿元。 新易盛公布询价转让定价等信息 9月30日晚间，新易盛发布公告称，公司控股股东及实际控制人之一高光荣计划通过询价转让方式转让1143.07万股，占公司总股本的1.15%。 据公告披露，转让原因系自身资金需求，主要用于支持新质生产力方向的前沿科技投资。 | 拟转让股东 | 拟转让股份数量 占公司总股本的 占出让方所持股份 | | | 转让原因 | | --- | --- | --- | --- | --- | | 名称 | (股) | 比例 | 比例 | | | 高光荣 | 11, 430, 682 | 1.15% | 15. 56% | 自身资金需求 | 公司强调，本次询价转让为非公开 ...

Core Viewpoint - Multiple companies have announced significant collaborations, sales, and financial forecasts, indicating a dynamic market environment with potential investment opportunities and risks. Group 1: Collaborations and Agreements - Sairus's subsidiary signed a framework agreement with Volcano Engine to collaborate on intelligent robotics technology, focusing on the automotive industry's digital transformation [4] - Lichong Group entered a strategic cooperation agreement with Weijing Intelligent Technology to extend its business into humanoid robotics, enhancing the application of aluminum alloy materials in emerging industries [5][6] Group 2: Stock Transactions and Financial Impact - WuXi AppTec sold 30.3 million shares of WuXi AppTec, amounting to approximately HKD 2.346 billion, impacting its net profit by about RMB 4.351 billion for the fiscal year 2025 [7] - Zhonghuan Environmental Protection announced a change in its controlling shareholder, with a transfer price of RMB 598 million, leading to a resumption of stock trading [8] Group 3: Market Performance and Production Data - Wens Foodstuff reported sales of 3.3253 million pigs in September, generating revenue of RMB 4.975 billion, with a year-on-year price change of -15.16% for live pigs [16] - Muyuan Foods experienced a 22.46% decline in revenue from pig sales, totaling RMB 9.066 billion, with a significant drop in average sales price [17] - Qianli Technology reported a 976% increase in September's production of new energy vehicles, with total vehicle production rising by over 400% [18] Group 4: Profit Forecasts - Guangdong Mingzhu expects a net profit increase of 858.45% to 1071.44% for the first three quarters of 2025, with projected profits between RMB 215.18 million and RMB 262.99 million [19] - Great Material anticipates a net profit increase of approximately 213.92% for the same period, with revenues expected to reach around RMB 3.7 billion [20] - Kinglong Permanent Magnet forecasts a net profit growth of 157% to 179% for the first three quarters of 2025, with profits estimated between RMB 505 million and RMB 550 million [21] Group 5: Shareholding Changes - Huamao Logistics's controlling shareholder plans to increase its stake by RMB 64.5 million to RMB 129 million [24] - Weili announced that some directors and senior management intend to increase their holdings by RMB 6.5 million to RMB 13 million [25] - Qiaoyin Co. plans to reduce its shareholding by up to 6% [26] Group 6: Major Contracts and Bids - *ST Songfa's subsidiary signed contracts for six ultra-large crude oil tankers, with a total value of approximately USD 600 million to USD 900 million [33][34] - Shuangliang Energy won a bid for a project worth RMB 419 million, representing 3.21% of its audited revenue for 2024 [35] - Ningbo Construction's subsidiary won a bid for a construction project valued at RMB 1.41 billion [36]

中国经济网北京10月9日讯新易盛（300502）（300502.SZ）今晚发布股东询价转让定价情况提示性公 告。根据2025年10月9日询价申购情况，初步确定的本次询价转让价格为328.00元/股；本次询价转让为 非公开转让，不通过集中竞价交易方式或大宗交易方式进行，不属于通过二级市场减持。受让方通过询 价转让受让的股份，在受让后6个月内不得转让。 参与本次询价转让报价及申购的机构投资者家数为29家，涵盖了基金管理公司、证券公司、合格境外机 构投资者、私募基金管理人等专业机构投资者。参与本次询价转让报价及申购的机构投资者合计有效认 购股份数量为29,260,000股，对应的有效认购倍数为2.6倍。 《2024年度募集资金存放与使用情况的专项报告》显示，2020年10月9日，公司收到中国证券监督管理 委员会《关于同意成都新易盛通信技术股份有限公司向特定对象发行股票注册的批复》（证监许可 〔2020〕2412号），公司向特定对象发行股票的注册申请已获得同意。公司本次向特定对象发行股票 31,226,336股，发行价格为52.84元/股，募集资金总额为人民币1,649,999,594.24元，扣除发行费用（不 含税 ...

截至10月9日收盘，东方财富股价报26.76元/股，总市值为4229亿元。按照收盘价来计算，本次询价转让价格较收盘价折价8.8%。 此外，另一家热门公司 新易盛 （300502） 同日也发布了10月9日的询价申购情况。根据公告，公司股东高光荣的询价转让初步定价为328.00元/股。参与报价及申购的 机构投资者家数为29家，有效认购股份数量为2926万股，对应的有效认购倍数为2.6倍。本次询价转让拟转让股份已获全额认购，初步确定受让方为16家机构投资者， 拟受让股份总数为1143万股。 截至10月9日收盘，新易盛股价报351.15元/股，总市值为3490亿元。按照收盘价来计算，询价转让价格较收盘价折价6.6%。 责编：王璐璐 上版：汪云鹏 校 对： 吕久彪 百万用户都在看 折算率"归零"！多家券商出手，影响多大？ 信息量大！中方，重磅出手！ 加速了！刚刚，重大突破！发生了什么？ 稀土，突发！ 10月9日， 东方财富 (300059)公告称，根据当日询价申购情况，公司股东陆丽丽、沈友根询价转让初步确定的转让价格为24.40元/股。本次询价转让不通过集中竞价交 易或大宗交易方式进行，不属于通过二级市场减持。受让方通 ...

格隆汇10月9日丨新易盛(300502.SZ)公布，经向机构投资者询价后，初步确定的转让价格为328.00元/ 股。本次询价转让拟转让股份已获全额认购，初步确定受让方为16家机构投资者，拟受让股份总数为 11,430,682股。 ...

今日聚焦 1、金力永磁：前三季度净利同比预增157%-179% 具身机器人电机转子及磁材产品均有小批量交付 金力永磁(300748.SZ)公告称，预计2025年前三季度归属于上市公司股东的净利润为5.05亿元-5.50亿元， 同比增长157%-179%。报告期内，公司坚持稳健经营，通过技术创新、组织优化和精益管理提升盈利能 力，灵活应对稀土原材料价格波动，保障交付能力，巩固客户认可，推动盈利显著增长。公司已成立具 身机器人电机转子事业部，2025年前三季度具身机器人电机转子及磁材产品均有小批量交付;低空飞行 器领域公司亦有小批量产品交付。 2、广东明珠：前三季度净利同比预增858%-1071% 广东明珠(600382.SH)公告，预计2025年前三季度归属于母公司所有者的净利润为2.15亿元-2.63亿元， 同比增长858.45%到1,071.44%。扣非净利润为2.15亿元-2.63亿元，同比增长428.49%至545.93%。业绩大 幅增长主要因全资子公司明珠矿业扩帮工程新增矿石产出，技术改造提升铁精粉产量和块矿销售，产销 量同比显著增加。 3、广大特材：前三季度净利同比预增214%左右 海上风电铸件项目 ...

Core Viewpoint - The A-share market experienced a positive opening on October 9, but the artificial intelligence (AI) industry chain saw a significant pullback after an initial surge, particularly in the computing power sector, with notable declines in stocks like New Yisheng and Tianfu Communication [1][3]. Market Performance - The largest and most liquid AI ETF on the ChiNext, ETF 159363, initially rose nearly 2% but ended the day down 0.8%, with a total trading volume of 766 million yuan [1][5]. Stock Movements - The decline in the computing power sector, particularly in optical modules, is attributed to major shareholders' sell-offs, with New Yisheng's chairman planning to sell approximately 11.43 million shares for about 4.18 billion yuan [3][4]. - Despite the sell-offs, analysts believe that the core reasons for these actions are related to personal financial arrangements rather than the companies' operational performance, suggesting that the high growth and strong fundamentals in the optical module industry provide a solid support for stock prices [3][4]. Industry Trends - The computing power sector is expected to see sustained capital expenditures, with both domestic and international investments increasing. Analysts recommend focusing on new technologies and products in this area [3][4]. - OpenAI's recent announcements, including the launch of the Sora 2 model and significant agreements with major tech companies like NVIDIA and AMD, highlight the ongoing high demand and growth potential in the AI sector [4][5]. Investment Strategy - The investment strategy for October emphasizes the continued high demand for AI infrastructure, with North American cloud service providers projected to increase capital expenditures by 40% year-on-year, exceeding 370 billion USD by 2025 [5]. - Investors are encouraged to focus on optical devices and modules, particularly the first AI ETF on the ChiNext, which has a significant allocation towards computing power and AI applications [5].

新易盛公告，根据2025年10月9日询价申购情况，公司股东高光荣的询价转让初步定价为328.00元/股。 参与报价及申购的机构投资者家数为29家，有效认购股份数量为2926万股，对应的有效认购倍数为2.6 倍。本次询价转让拟转让股份已获全额认购，初步确定受让方为16家机构投资者，拟受让股份总数为 1143万股。 (本文来自第一财经) ...

人民财讯10月9日电，新易盛（300502）10月9日公告，根据2025年10月9日询价申购情况，初步确定的 本次询价转让价格为328元/股。本次询价转让拟转让股份已获全额认购，初步确定受让方为16家机构投 资者，拟受让股份总数为1143.07万股。 ...

证券代码：300502 证券简称：新易盛 公告编号：2025-051 成都新易盛通信技术股份有限公司 股东询价转让定价情况提示性公告 公司股东高光荣保证向本公司提供的信息内容真实、准确和完整，不存在虚 假记载、误导性陈述或重大遗漏。 （二）参与本次询价转让报价及申购的机构投资者家数为 29 家，涵盖了基金 管理公司、证券公司、合格境外机构投资者、私募基金管理人等专业机构投资者。 参与本次询价转让报价及申购的机构投资者合计有效认购股份数量为 29,260,000 股，对应的有效认购倍数为 2.6 倍。 （三）本次询价转让拟转让股份已获全额认购，初步确定受让方为 16 家机构 投资者，拟受让股份总数为 11,430,682 股。 二、风险提示 （一）本次询价转让受让方及受让股数仅为初步结果，尚存在拟转让股份被 司法冻结、扣划等风险。询价转让的最终结果以中国证券登记结算有限责任公司 深圳分公司最终办理结果为准。 （二）本次询价转让不涉及公司控制权变更，不会影响公司治理结构和持续 经营。 1 根据 2025 年 10 月 9 日询价申购情况，初步确定的本次询价转让价格为 328.00 元/股； 本次询价转让为非公开转 ...