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) ...

Core Viewpoint - New Yi Sheng (300502) announced a preliminary inquiry transfer price of 328 yuan per share based on the inquiry subscription situation as of October 9, 2025 [1] Group 1 - The shares to be transferred have been fully subscribed, with a total of 11.43 million shares planned for transfer [1] - The preliminary determined transferees include 16 institutional investors [1]

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 ...

Core Insights - The communication equipment sector experienced a rise of 0.54% on October 9, with GuoDun Quantum leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Summary by Category Stock Performance - GuoDun Quantum (688027) closed at 398.79, with a significant increase of 13.62% and a trading volume of 64,800 shares, amounting to a transaction value of 2.581 billion [1] - Guanghe Tong (300638) saw a rise of 10.77%, closing at 33.64 with a trading volume of 926,600 shares, totaling 3.101 billion [1] - Other notable performers included: - Shijia Technology (002796) up 9.99% at 21.46 [1] - Yongding Co. (600105) up 9.99% at 13.98 [1] - ZTE Corporation (000063) up 9.51% at 49.98 with a trading volume of 4,508,700 shares, totaling 22.121 billion [1] Market Trends - The overall communication equipment sector saw a net outflow of 804 million from institutional funds, while retail investors contributed a net inflow of 1.257 billion [2] - The sector's performance indicates a mixed sentiment among different types of investors, with retail investors showing confidence despite institutional outflows [2]

格隆汇10月9日｜新易盛(300502.SZ)跌4%报351.15元，全天成交188.9亿元，最新市值3490.3亿元。新易 盛公告，公司控股股东及实际控制人高光荣计划参与新易盛股份首次公开发行前股东询价转让，拟转让 股份总数为1143.07万股，占公司总股本的1.15%。此次转让因出让方自身资金需求，主要用于支持新质 生产力方向的前沿科技投资。转让价格下限不低于发送认购邀请书之日前三十个交易日股票交易均价的 70%。此次转让不通过集中竞价交易方式或大宗交易方式进行，受让方在受让后六个月内不得转让股 份。高光荣承诺自本次询价转让完成后十二个月内不通过二级市场方式减持公司股份。(格隆汇) ...

Core Viewpoint - The total trading volume of the Shanghai and Shenzhen stock markets reached 2.65 trillion yuan on October 9, marking an increase of approximately 471.86 billion yuan compared to the previous trading day [1] Trading Volume Summary - The trading volume in the Shanghai market was 1.22 trillion yuan, while the Shenzhen market accounted for 1.44 trillion yuan [1] Top Performing Stocks - SMIC (Semiconductor Manufacturing International Corporation) had the highest trading volume at 24.249 billion yuan [1] - ZTE Corporation followed with a trading volume of 22.121 billion yuan [1] - Newyea Technology had a trading volume of 18.891 billion yuan [1] - Northern Rare Earth recorded a trading volume of 17.491 billion yuan [1] - Luxshare Precision had a trading volume of 17.047 billion yuan [1]

Core Viewpoint - The article discusses the performance of the Science and Technology Innovation ETF (588360), highlighting its opening price and the performance of its major holdings [1]. Group 1: ETF Performance - The Science and Technology Innovation ETF (588360) opened with a gain of 0.70%, priced at 1.013 yuan [1]. - Since its establishment on June 29, 2021, the fund has achieved a return of 0.41%, with a monthly return of 13.65% [1]. Group 2: Major Holdings Performance - Major stocks within the ETF include: - Ningde Times: down 0.50% - SMIC: up 2.76% - Mindray: down 0.69% - Haiguang Information: up 3.72% - Zhongji Xuchuang: up 3.80% - Xinyi Sheng: up 2.25% - Cambrian: up 2.68% - Huichuan Technology: up 1.17% - Sunshine Power: down 0.06% - Lankai Technology: up 4.65% [1].

Core Points - New Yi Sheng (300502.SZ) has disclosed a shareholder inquiry transfer plan, where shareholder Gao Guangrong intends to transfer 11,430,682 shares, accounting for 1.15% of the company's total share capital [1][2] - The market value of the shares to be transferred is estimated at 4.181 billion yuan based on the closing price of 365.77 on September 30 [2] - The reason for the transfer is Gao Guangrong's personal funding needs, primarily for investments in cutting-edge technology in the new quality productivity direction [3] Shareholder Information - Gao Guangrong holds a total of 73,445,383 shares, representing 7.39% of the company's total share capital, and is one of the controlling shareholders and actual controllers of the company [2] - The transfer will not lead to a change in the company's control [4] Fundraising Activities - The company plans to issue convertible bonds to unspecified objects, aiming to raise no more than 1.88 billion yuan, with the net proceeds allocated to the expansion of high-speed optical module projects in Chengdu and Thailand [4] - The company previously received approval from the China Securities Regulatory Commission for a specific stock issuance, raising approximately 1.63 billion yuan after deducting issuance costs [5]

Summary of Conference Call Notes Industry Overview - The AI industry outlook remains optimistic, with leading companies such as Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication benefiting from the demand growth driven by NVIDIA's B series chips, specifically a 1.6T demand increase [1][3] - The pricing for 1.6T optical modules is approximately $1,100, while silicon optical modules range from $900 to $1,000, which have been incorporated into profit models [1][2][5] - Despite minor annual declines in pricing, these changes are considered normal and will not significantly impact overall profit forecasts for companies like Zhongji Xuchuang and Xinyi Sheng, which are expected to achieve net profit margins around 30% [1][5] Key Companies and Their Performance - ODM server manufacturers, including Hon Hai Precision, Wistron, and Inventec, have shown strong shipment performance, with Hon Hai's September revenue reaching NT$837.6 billion, a 38% quarter-on-quarter increase and a 15% year-on-year increase [4] - Zhongji Xuchuang and Xinyi Sheng have announced minor share reductions of 0.49% and 1.14%, respectively, which are seen as normal after stock price increases and do not alter the industry's fundamentals [2] Technological Developments - The development of CPU technology is a significant trend, with Broadcom validating a 400G port CPU operation for 1 million hours, indicating the importance of CPU technology [6] - Companies like Zhongji Xuchuang and Huagong Technology are actively researching CPU technology, positioning themselves for competitive advantages in the future [6] Market Sentiment and Future Trends - Recent market fluctuations have been influenced by short-term news, but the long-term fundamentals of the communication sector remain unchanged. Companies with strong performance support are expected to continue benefiting [7] - The acceleration of CPU industrialization is not expected to negatively impact optical module manufacturers; instead, it may provide benefits, as indicated by Zhongji Xuchuang's involvement in the CPO track [8] AI Computing Demand and Infrastructure - AI computing demand remains high, as evidenced by OpenAI's collaborations with NVIDIA and AMD, which are driving infrastructure development [9] - Domestic companies like Huawei and Alibaba are actively deploying data center super nodes to support the development of domestic chips, with Huawei's Ascend 910 chip showing improved yield rates [9] Recommendations for Companies - The domestic AI inference edge application market shows significant potential, with C-end users driving the deployment of AIC chips [10] - Zhongji Xuchuang is recommended due to its strong technical capabilities and support for various super node layouts [10] - The optical module industry is expected to grow, with strong demand driven by NVIDIA's 1.6T B series chip, leading to positive performance forecasts for companies like Xinyi Sheng and Tianfu Communication [11] ZTE Corporation's Market Position - ZTE Corporation's performance is noteworthy, with revenue expected to double this year following a recovery in Q2. The company is anticipated to enhance its profitability as it scales up production of self-controlled chips [12] - ZTE has showcased several core technologies, including CPU and switching chips, indicating its strong technical control capabilities [12] Conclusion - The overall sentiment towards the AI and communication sectors remains positive, with key players positioned to benefit from ongoing technological advancements and market demand [13]

Group 1 - On September 30, a total of 3,713 stocks in the A-share market received financing funds, with 525 stocks having a buying amount exceeding 100 million yuan [1] - The top three stocks by financing buying amount were Xin Yiseng, Shenghong Technology, and Zhongxin International, with amounts of 2.853 billion yuan, 2.817 billion yuan, and 2.798 billion yuan respectively [1] - Nine stocks had financing buying amounts accounting for over 30% of the total transaction amount on that day, with Hanbang Technology, Zhongxin Shares, and Jinli Technology leading at 51.41%, 41.48%, and 35.35% respectively [1] Group 2 - There were 21 stocks with a net financing buying amount exceeding 100 million yuan, with Huayou Cobalt, Founder Technology, and Zhangjiang Hi-Tech ranking the highest at 426 million yuan, 383 million yuan, and 241 million yuan respectively [1]