证券代码：300502 证券简称：新易盛 公告编号：2025-052 成都新易盛通信技术股份有限公司 关于股东询价转让结果报告书 暨控股股东权益变动触及 1%整数倍的提示性公告 公司控股股东及实际控制人高光荣先生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。 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。 重要提示： 一、出让方情况 （一）出让方基本情况 出让方委托中国国际金融股份有限公司（以下简称"中金公司"或"组织券 商"）组织实施公司首发前股东询价转让(以下简称"本次询价转让")，计划通 过询价转让方式转让股份数量为 11,430,682 股，占公司 2025 年 9 月 30 日总股本 的 1.15%。详见公司披露于巨潮资讯网(www.cninfo.com.cn)的《成都新易盛通信 技术股份有限公司股东询价转让计划书》(公告编号：2025-050)、《成都新易盛 1 本次权益变动主体为成都新易盛通信技术股份有限公司（以下简称"公司"） 控股股东及实际控制人高光荣先生（以下简称"出让方"）。本次权益变动后， 出让方持股比例由 7.39%下降至 6 ...

中国国际金融股份有限公司 关于成都新易盛通信技术股份有限公司股东 向特定机构投资者询价转让股份的核查报告 中国国际金融股份有限公司（以下简称"中金公司""组织券商"）受成都新易 盛通信技术股份有限公司（以下简称"新易盛""上市公司"）股东高光荣先生（以 下简称"出让方"）委托，组织实施本次新易盛股东向特定机构投资者询价转让（以 下简称"本次询价转让"）。 （三）转让方式 出让方作为深圳证券交易所创业板上市公司新易盛首发前股东，根据《指引 第 16 号》有关规定以向特定机构投资者询价转让方式转让股份。 经核查，中金公司就本次询价转让的出让方、受让方是否符合《深圳证券交 易所上市公司自律监管指引第 16 号——创业板上市公司股东询价和配售方式转 让股份（2025 年修订）》（以下简称"《指引第 16 号》"）要求，本次询价转让的 询价、转让过程与结果是否公平、公正，是否符合《指引第 16 号》的规定作出 如下报告说明。 一、本次询价转让概述 （一）本次询价转让出让方 截至 2025 年 9 月 30 日，出让方所持公司股份的数量、比例情况如下： | 拟参与转让股东的名称 | 持有股份总数（股） | 占公司总股本的 ...

Market Performance - The Shanghai Composite Index closed at 3916.33 points, up 1.36%, with a trading volume of 837.9 billion yuan [1] - The Shenzhen Component Index closed at 13077.32 points, up 2.06%, with a trading volume of 1035.96 billion yuan [1] - The ChiNext Index closed at 3083.72 points, up 3.02%, with a trading volume of 478.86 billion yuan [1] - The STAR Market 50 Index closed at 1406.32 points, up 2.81%, with a trading volume of 76.3 billion yuan [1] - The total trading volume of both markets reached 1873.856 billion yuan, an increase of 136.254 billion yuan compared to the previous trading day [1] Sector Performance - Strong performance was observed in sectors such as telecommunications, electronics, construction decoration, real estate, machinery equipment, power equipment, education, media, and environmental protection [3] - Active concepts included shale gas, cultivated diamonds, CPO, oil and gas services, engineering machinery, PCB, Apple, optical communication modules, and storage chips [3] - Only a few sectors, including coal and gas, experienced declines [3] Stock Performance - A total of 4369 stocks rose, while 710 stocks fell, with 72 stocks remaining flat and 8 stocks suspended [3] - Among the stocks that hit the daily limit, 16 had consecutive limit-up days, with Dayou Energy leading with 6 consecutive limit-ups [5] - The net inflow of main funds in the Shanghai and Shenzhen markets was 9.781 billion yuan, with the ChiNext seeing a net inflow of 7.292 billion yuan [6] Individual Stock Highlights - New Yi Sheng had the highest net inflow of main funds at 1.813 billion yuan, followed by Li Xun Precision and Zhong Ji Xu Chuang with 1.596 billion yuan and 1.089 billion yuan respectively [10][11] - Conversely, Changying Precision saw the largest net outflow of main funds at 515 million yuan, followed by Wanrun Technology and Silan Micro with 443 million yuan and 350 million yuan respectively [14][15] Institutional Activity - Institutions had a net sell of approximately 660 million yuan, with Blue Feng Biochemical being the top net buy at 43.345 million yuan [18][19] - The top net sell was Yuan Jie Technology, with a net outflow of approximately 263 million yuan [18]

Market Overview - The A-share market saw all three major indices rise collectively, with the Shanghai Composite Index increasing by 1.36%, surpassing the 3900-point mark; the Shenzhen Component Index rose by 2.06%, and the ChiNext Index increased by 3.02% [1] - The total market turnover reached 1.8927 trillion yuan, an increase of 141.4 billion yuan compared to the previous trading day, with over 4600 stocks rising [1] Sector Performance - The computing power sector reignited market enthusiasm, particularly the CPO (Co-Packaged Optics) segment, which showed significant momentum [3][7] - Leading stock Yuanjie Technology hit the daily limit, achieving a historical high, while Industrial Fulian topped the net inflow list with 2.207 billion yuan, marking a 9.57% increase in its stock price [3] - Other notable performers included New Yisheng and Luxshare Precision, with net inflows of 1.792 billion yuan and 1.52 billion yuan, respectively [3] Banking Sector - The banking sector experienced a strong rebound, with Agricultural Bank of China rising by 1.68%, marking its 13th consecutive day of gains and reaching a historical high [5] Computing Power Industry - The computing power industry is witnessing breakthroughs, with Alibaba Cloud's Aegaeon system significantly reducing model switching costs by 97% and improving request processing capabilities by 2-2.5 times [10] - Citic Securities expressed optimism about the rapid iteration of domestic large models and the seamless adaptation of domestic computing power chips, which are expected to drive the continuous development of domestic AI [10] Optical Module Market - According to Guosheng Securities, the optical module market is experiencing rapid growth driven by the explosion of AI computing power demand, with price changes reflecting technological iteration, cost control, and product structure optimization [11] - Leading companies in the optical module sector are expected to maintain strong profitability and competitive advantages due to the global data center construction and upgrade wave [11] Power Sector - The power sector saw a surge, with Shanghai Electric and Hengsheng Energy hitting the daily limit, while Yunnan Energy Investment and Hunan Development also saw gains [13] - According to CITIC Construction Investment, the global demand for electrical equipment is on the rise, driven by increased electricity demand from AI, leading to significant growth in supporting electrical equipment demand [14]

Market Overview - On October 21, the Shanghai Composite Index rose by 1.36%, the Shenzhen Component Index increased by 2.06%, the ChiNext Index climbed by 3.02%, and the CSI 300 Index gained 1.53% [1] - Among the tradable A-shares, 4,628 stocks rose, accounting for 85.25%, while 729 stocks declined [1] Capital Flow - The net inflow of main funds reached 27.724 billion yuan for the day [1] - The ChiNext saw a net inflow of 7.134 billion yuan, while the STAR Market had a net inflow of 3.374 billion yuan, and the CSI 300 constituents experienced a net inflow of 13.677 billion yuan [1] Industry Performance - Out of the 30 first-level industries classified by Shenwan, 30 industries rose, with the top gainers being the communication and electronics sectors, which increased by 4.90% and 3.50%, respectively [1] - The coal industry was the biggest loser, declining by 1.02% [1] Industry Capital Flow - A total of 17 industries experienced net inflows, with the electronics sector leading at a net inflow of 12.028 billion yuan and a daily increase of 3.50% [1] - The communication sector followed with a net inflow of 5.525 billion yuan and a daily increase of 4.90% [1] - Conversely, 14 industries saw net outflows, with the banking sector leading at a net outflow of 1.705 billion yuan, despite a daily increase of 0.33% [1] Individual Stock Performance - A total of 2,398 stocks had net inflows, with 882 stocks seeing inflows exceeding 10 million yuan, and 118 stocks with inflows over 100 million yuan [2] - The stock with the highest net inflow was Industrial Fulian, which rose by 9.57% with a net inflow of 2.199 billion yuan [2] - Other notable stocks included Xinyi Technology and Luxshare Precision, with net inflows of 1.792 billion yuan and 1.499 billion yuan, respectively [2] - Stocks with net outflows exceeding 100 million yuan included CITIC Securities, Silan Microelectronics, and Minsheng Bank, with outflows of 800 million yuan, 603 million yuan, and 491 million yuan, respectively [2]

Market Overview - The Shanghai Composite Index rose by 1.36% on October 21, with 30 out of 31 sectors experiencing gains, led by the communication and electronics sectors, which increased by 4.90% and 3.50% respectively [1] - The total net inflow of capital in the two markets was 27.724 billion yuan, with 17 sectors seeing net inflows [1] Sector Performance - The communication sector topped the gainers' list with a rise of 4.90%, attracting a net inflow of 5.525 billion yuan [1] - The electronic sector followed with a net inflow of 12.028 billion yuan and a daily increase of 3.50% [1] Capital Flow Analysis - The banking sector experienced the largest net outflow, totaling 1.705 billion yuan, followed by the coal sector with a net outflow of 1.409 billion yuan [1] - Other sectors with significant net outflows included agriculture, forestry, animal husbandry, fishery, non-ferrous metals, and transportation [1] Communication Sector Details - Within the communication sector, 125 stocks were tracked, with 102 stocks rising and 19 stocks declining [2] - The top three stocks by net inflow were: - Xinyi Technology (新易盛) with a net inflow of 1.792 billion yuan and a rise of 10.99% - Zhongji Xuchuang (中际旭创) with a net inflow of 1.088 billion yuan and a rise of 9.55% - ZTE Corporation (中兴通讯) with a net inflow of 1.006 billion yuan and a rise of 5.43% [2] Communication Sector Outflows - The stocks with the highest net outflows in the communication sector included: - Chaoxun Communication (超讯通信) with a net outflow of 402.09 million yuan and a decline of 3.36% - Sanwei Communication (三维通信) with a net outflow of 127.17 million yuan and a decline of 1.34% - Dongxin Peace (东信和平) with a net outflow of 110.87 million yuan and a decline of 1.88% [3]

Market Overview - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index increasing by 1.36% to surpass 3900 points, the Shenzhen Component rising by 2.06%, and the ChiNext Index up by 3.02% [1] - The total market turnover reached 1.8927 trillion yuan, an increase of 141.4 billion yuan compared to the previous trading day, with over 4600 stocks rising [1] Sector Performance - The computing power sector reignited market enthusiasm, particularly the CPO (Co-Packaged Optics) segment, which showed significant activity [2] - Leading stock Yuanjie Technology hit the daily limit, achieving a historical high, while Industrial Fulian topped the net inflow list with 2.207 billion yuan, marking a 9.57% increase in stock price [2] - Other notable stocks included New Yisheng and Luxshare Precision, with net inflows of 1.792 billion yuan and 1.52 billion yuan respectively [2] Technological Advancements - Alibaba Cloud's Aegaeon system was recognized at the top international systems conference, showcasing its ability to reduce model switching costs by 97% and improve request processing capacity by 2-2.5 times [3] - The system supports multiple models on a single GPU, enhancing throughput by 1.5 to 9 times compared to existing solutions [3] Industry Outlook - CITIC Securities highlighted the rapid iteration of domestic large models and the seamless adaptation of domestic computing chips, which are expected to drive the continuous development of domestic AI [4] - Guosheng Securities reported that the optical module market is experiencing rapid growth driven by AI computing power demand, with leading companies expected to maintain strong profitability and competitive advantages [5] Power Sector Insights - The power sector saw significant gains, with stocks like Shanghai Electric and Hengsheng Energy hitting the daily limit [7] - According to CITIC Jin Invest, the global demand for electrical equipment is on the rise, driven by increased electricity consumption due to AI, leading to a surge in infrastructure investment [9]

Core Insights - The communication equipment sector experienced a significant increase of 5.9% on October 21, with Shijia Photon leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Stock Performance - Shijia Photon (688313) saw a closing price of 67.71, with a rise of 15.00% and a trading volume of 434,100 shares, amounting to a transaction value of 2.768 billion [1] - Xinyi Technology (300502) closed at 365.42, up 10.99%, with a trading volume of 614,700 shares, resulting in a transaction value of 21.641 billion [1] - Zhongji Xuchuang (300308) closed at 441.50, increasing by 9.55%, with a trading volume of 565,200 shares [1] - Other notable performers included XD Dekeli (688205) with a 7.89% increase, Changfei Fiber (601869) up 6.86%, and Lian Te Technology (301205) up 6.55% [1] Fund Flow Analysis - The communication equipment sector saw a net inflow of 6.202 billion in main funds, while retail funds experienced a net outflow of 2.659 billion [2] - Major stocks like Xinyi Technology and Zhongji Xuchuang had significant net inflows from main funds, indicating strong institutional interest [3] - Conversely, retail investors showed a tendency to withdraw from several stocks, reflecting a cautious sentiment in the market [3]

Group 1 - The adjustment rhythm is closely related to the leading technology stocks, with companies like Xinyiseng, Shenghong, Fulin, and Hanwu showing limited pullback but extended pullback duration, causing a convex curve in moving averages [1] - Leading stocks are showing pivot point signals, indicating potential market movements, but it is not yet confirmed that the base has ended [2] - Shenghong has experienced a pullback of 27.6%, which is within the acceptable range for quality bases, and recent mild volume increase along with today's pivot point signal suggests cautious bullish sentiment [3] Group 2 - Fulin shows the best status with a pullback of only 15.7%, indicating a potential for renewed volume and new highs, similar to companies like Yuanjie Technology [5] - Overall, the signals from leading technology stocks are positive, but attention should be paid to subsequent changes and confirmation signals, particularly regarding the 20-day moving average [6] - The average stock price index has not yet exited the pullback structure, and the possibility of new lows remains significant [6]

Group 1 - The core viewpoint of the article highlights a significant surge in memory prices in 2025, particularly DDR4 memory, which has more than doubled in price, with 16GB modules exceeding 500 yuan, making them a popular investment choice among industry professionals and gamers [1] - Morgan Stanley indicates that the "memory hunger" trend is driving the industry into a structural growth phase, with the DRAM market entering an unprecedented four-year pricing upcycle from 2024 to 2027, and the global storage market is expected to reach nearly $300 billion by 2027 [1] - The ChiNext 50 Index selects the top 50 stocks from the top 100 by market capitalization and liquidity on the ChiNext board, representing high-growth potential companies across various sectors, including batteries, securities, and communication equipment, reflecting innovation and new technologies [1] Group 2 - The ChiNext 50 ETF (159367) has two core advantages: a 20% price fluctuation limit, providing greater trading flexibility compared to traditional broad-based indices, and low management fees of 0.15% and custody fees of 0.05%, which effectively reduce investment costs [1]