电子行业资金流入榜 沪指5月13日上涨0.17%，申万所属行业中，今日上涨的有18个，涨幅居前的行业为银行、美容护理， 涨幅分别为1.52%、1.18%。跌幅居前的行业为国防军工、计算机，跌幅分别为3.07%、0.80%。电子行 业今日下跌0.64%。 资金面上看，两市主力资金全天净流出357.13亿元，今日有8个行业主力资金净流入，银行行业主力资 金净流入规模居首，该行业今日上涨1.52%，全天净流入资金7.22亿元，其次是交通运输行业，日涨幅 为0.72%，净流入资金为6.03亿元。 主力资金净流出的行业有23个，国防军工行业主力资金净流出规模居首，全天净流出资金86.44亿元， 其次是电子行业，净流出资金为61.34亿元，净流出资金较多的还有计算机、机械设备、汽车等行业。 电子行业今日下跌0.64%，全天主力资金净流出61.34亿元，该行业所属的个股共461只，今日上涨的有 87只，涨停的有2只；下跌的有369只，跌停的有1只。以资金流向数据进行统计，该行业资金净流入的 个股有158只，其中，净流入资金超3000万元的有8只，净流入资金居首的是飞凯材料，今日净流入资金 1.20亿元，紧随其后的是澜起科技 ...

Market Overview - A-shares experienced a positive opening with over 4,100 stocks in the green, with the Shanghai Composite Index up 0.13%, Shenzhen Component Index up 0.27%, and ChiNext Index up 0.33% [1] - The consensus reached during the high-level Sino-U.S. trade talks has alleviated global trade tensions, leading to a significant rise in U.S. stocks, with the Nasdaq up over 4% and Chinese concept stocks index up 5.4% [1] - The offshore RMB appreciated by over 400 basis points, indicating improved market sentiment [1] Sector Performance Shipping and Port Sector - The shipping and port sector saw gains, with Ningbo Shipping hitting the daily limit, and other companies like China COSCO Shipping and Lianyungang also performing well [3] - The main contract for the European shipping index rose by over 10% in a single day, suggesting a potential increase in shipping demand due to improved U.S. supply chain inventory needs [3] Apple Supply Chain Stocks - Apple-related stocks collectively rose, with Huina Technology increasing by over 10% and Chaoyang Technology achieving two consecutive trading limits [5] - Analysts believe that the impact of tariffs on the Apple supply chain companies has been overestimated, as domestic suppliers are deemed irreplaceable [5] Institutional Insights - Huajin Securities noted that the unexpected reduction in tariffs could significantly improve economic fundamentals and market sentiment, suggesting a potential upward breakout for A-shares [7] - Guotai Junan Securities indicated that the market is likely to continue its upward trend, driven by the recent Sino-U.S. trade agreement [8] - Huafu Securities emphasized that the reduction in tariffs will catalyze the export chain and technology manufacturing, improving corporate profitability and market sentiment [9]

Market Overview - The Shanghai Composite Index closed at 3369.24 points, above the annual line, with a gain of 0.82% [1] - The total trading volume of A-shares reached 1.34 trillion yuan [1] Stocks Breaking Annual Line - A total of 121 A-shares have surpassed the annual line today [1] - Notable stocks with significant deviation rates include: - Kunshan Intelligent (15.93%) - Weier High (10.97%) - Aoya Shares (10.48%) [1] Detailed Stock Performance - The following stocks showed notable performance: - Kunshan Intelligent: Today's increase of 20.02%, turnover rate of 21.68%, latest price at 21.46 yuan [1] - Weier High: Today's increase of 13.41%, turnover rate of 32.07%, latest price at 36.71 yuan [1] - Aoya Shares: Today's increase of 15.77%, turnover rate of 14.86%, latest price at 36.93 yuan [1] - Other stocks with lower deviation rates include: - Zhongke Information and Nanmin Group, which just crossed the annual line [1]

Group 1: Financial Performance - In 2024, the company achieved revenue of approximately 21.59 billion yuan, nearly flat compared to 2023 [2] - The net profit attributable to shareholders was approximately 1.20 billion yuan, a decline of 28.02% from 2023, primarily due to income recognition from a previous investment [2] - In Q1 2025, the company reported revenue of approximately 4.69 billion yuan, showing a significant increase compared to the same period last year [2] Group 2: Revenue Composition - The proportion of revenue from transmission, cooling components, and others increased by 5.55% to 24.03% in 2024, compared to 18.48% in 2023 [5][8] - In Q1 2025, the revenue from transmission and cooling components grew by 20% year-on-year, contributing to the overall revenue increase [5] Group 3: Operational Insights - The company experienced a net operating cash flow of -73.36 million yuan in Q1 2025, influenced by differences in operational rhythm and increased employee compensation [3] - Continuous internal improvements and lean management practices have been implemented to enhance operational efficiency [3][4] Group 4: Market Strategy and Challenges - The company is focusing on strategic decoding and project prioritization to navigate market challenges and enhance operational efficiency [3][4] - Despite challenges in the international trade environment, the company is actively expanding its domestic market presence, with domestic revenue steadily increasing over the past three years [8][9] Group 5: Future Outlook - The company plans to continue its focus on innovation in new materials and technologies, particularly in emerging sectors such as new energy and new consumption [7] - The overseas manufacturing base has been established to meet international customer demands, with minimal impact from tariff changes anticipated [9]

Group 1 - Major shareholders of *ST WanFang plan to reduce their holdings by up to 9,341,596 shares, accounting for 3% of the company's total share capital from May 27 to August 25, 2025 [1] - Shareholders of Airo Energy intend to reduce their holdings by up to 800,000 shares, 800,000 shares, and 1,600,000 shares, representing 0.50%, 0.50%, and 1% of the company's total share capital respectively during the same period [1] - Anner plans to reduce its holdings by up to 3,186,159 shares, which is 1.5% of the company's total share capital, from May 27 to August 26, 2025 [1] Group 2 - Shareholders of Chuhuan Technology plan to reduce their holdings by up to 2,395,605 shares, accounting for 3% of the total share capital excluding repurchased shares from May 27 to August 26, 2025 [1] - Major shareholder of Dalian Technology intends to reduce their holdings by up to 4,189,336 shares, which is 0.99% of the company's total share capital from May 27 to August 26, 2025 [2] - Dongwei Technology's board members plan to reduce their holdings by a total of 2,574,857 shares, representing 0.8629% of the company's total share capital during the same period [2] Group 3 - Gann Li Pharmaceutical's shareholder has completed a reduction of 6,010,622 shares, which is 1% of the company's total share capital from April 22 to April 30, 2025 [2] - Guanshi Technology's board members plan to reduce their holdings by up to 359,375 shares, accounting for 0.4891% of the company's total share capital from May 27 to August 26, 2025 [2] - Guoguang Electric's shareholder has completed a reduction of 1,625,751 shares, which is 1.5% of the company's total share capital from April 25 to April 30, 2025 [2] Group 4 - Haili Biological's major shareholder has completed a reduction of 13,113,244 shares, representing 2% of the company's total share capital from April 15 to April 22, 2025 [3] - Hengfeng Information's board member has completed a reduction of 198,717 shares, which is 0.1207% of the company's total share capital on April 28, 2025 [3] - Hongwei Technology's shareholder plans to reduce their holdings by up to 820,000 shares, accounting for 0.39% of the company's total share capital from May 12 to August 11, 2025 [3] Group 5 - Huatai Medical's vice president has completed a reduction of 29,943 shares, which is 0.0308% of the company's total share capital from April 28 to April 29, 2025 [4] - Jilin Carbon Valley's major shareholder has completed a reduction of 4,989,160 shares, representing 0.8490% of the company's total share capital from April 25 to April 29, 2025 [4] - Jiahua Technology's shareholder plans to reduce their holdings by up to 1,160,000 shares, accounting for 1.50% of the company's total share capital from May 28 to August 25, 2025 [4] Group 6 - Jiangbo Long's shareholder plans to reduce their holdings by up to 4,159,815 shares, which is 1% of the company's total share capital from May 27 to August 26, 2025 [5] - Jiangshan Co. plans to reduce its holdings in Jiangtian Chemical by 4,330,800 shares, accounting for 3% of its total share capital from May 27 to August 26, 2025 [5] - Kairun Co.'s major shareholder plans to reduce their holdings by up to 9,000,000 shares, representing 2.43% of the total share capital excluding repurchased shares from May 27 to August 26, 2025 [5] Group 7 - Lianqi Technology's shareholders plan to reduce their holdings by a total of 18,717,374 shares, which is 2.96% of the total share capital excluding repurchased shares from May 27 to August 26, 2025 [9] - Zhongke Information's board members have completed a reduction of 698,914 shares, representing 0.2358% of the company's total share capital [9] - Zhongshi Co.'s major shareholder plans to reduce their holdings by up to 1,800,000 shares, accounting for 1.1527% of the company's total share capital from May 27 to August 26, 2025 [10]

特定股东史娟华女士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。 特别提示： 持江苏精研科技股份有限公司（以下简称"公司"）首次公开发行前发行的 股份 1,661,739 股（占目前公司总股本比例 0.89%）的股东史娟华女士，计划于 本公告披露之日起 3 个交易日之后的三个月内（即 2025 年 5 月 12 日至 2025 年 8 月 11 日）以集中竞价交易方式减持其持有的公司首次公开发行前发行的股份， 减持数量不超过 1,661,739 股（占目前公司股份总数的 0.89%），且连续 90 个自 然日不超过公司总股本的 1%。如上述减持期间内公司有发生除权除息事项的， 减持股份数量将作相应调整。如遇公司股票在此期间发生回购注销等股本变动事 项的，减持数量不做相应调整。 公司近日收到公司股东史娟华女士出具的《股份减持计划告知函》，根据《上 市公司股东减持股份管理暂行办法》《深圳证券交易所上市公司自律监管指引第 18 号——股东及董事、监事、高级管理人员减持股份》等有关规定，现将相关 情况公告如下： 证 ...

精研科技（300709）公告，股东史娟华女士计划于2025年5月12日至2025年8月11日以集中竞价交易方式 减持不超过166.17万股，占目前公司总股本比例0.89%。 ...

Group 1: Company Performance and Financials - In 2024, the company achieved a revenue of 2,159.14 million CNY, with a gross margin of 28.80%, remaining stable compared to 2023 [8] - The net profit attributable to shareholders for 2024 was 119.68 million CNY, reflecting a decline due to the absence of performance compensation recognized in 2023 [17] - As of Q1 2025, the company reported a revenue of 469 million CNY, a year-on-year increase of 20.66%, although it still faced a net loss of 17.50 million CNY [15] Group 2: Market Strategy and Business Development - The company has diversified into six business segments, including precision metal components, power, precision plastics, thermal management, intelligent manufacturing services, and electronic manufacturing, to mitigate geopolitical risks [2][13] - The company is focusing on expanding its domestic market presence, with domestic customer revenue increasing year-on-year [2][13] - Future growth areas include new energy, new consumption, and new infrastructure, with plans to enhance product solutions in these fields [12] Group 3: Customer Relationships and Confidentiality - The company collaborates with numerous well-known domestic and international clients, but specific customer details are kept confidential due to contractual obligations [3][4] - Long-term partnerships involve various stages of cooperation, including technical consulting and product development [3][4] Group 4: Industry Trends and Innovations - The MIM (Metal Injection Molding) industry is expected to grow, with the company investing in R&D, which has increased from 7.21% to 8.25% of revenue from 2021 to 2024 [9] - The company is positioned to leverage advancements in new materials and technologies to enhance its competitive edge in the market [21] Group 5: Risk Management and Investor Communication - The company emphasizes the importance of monitoring external economic conditions and adjusting strategies accordingly to manage risks [12][19] - Investors are advised to remain cautious and make informed decisions, as stock price fluctuations are influenced by various internal and external factors [5][16]

证券代码：300709 证券简称：精研科技 公告编号：2025-019 关于举办2024年度网络业绩说明会的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 江苏精研科技股份有限公司（以下简称"公司"）已于 2025 年 4 月 25 日在 巨潮资讯网上披露了《2024 年年度报告》及《2024 年度报告摘要》。为便于广 大投资者更加全面深入地了解公司经营业绩、发展战略等情况，公司定于 2025 年 4 月 30 日（星期三）15:00-16:30 在"价值在线"举办公司 2024 年度业绩说明 会。 一、说明会召开的时间、地点和方式 会议召开时间：2025 年 4 月 30 日（星期三）15:00-16:30 江苏精研科技股份有限公司 二、参加人员 江苏精研科技股份有限公司董事会 公司董事长、总经理王明喜先生；董事、董事会秘书、副总经理黄逸超女士； 副总经理、财务总监杨剑先生；独立董事刘永宝先生。 2025 年 4 月 26 日 三、投资者参加方式 投资者可于 2025 年 4 月 30 日（星期三） 15:00-16:30 通过网址 https://e ...

证券代码：300709 证券简称：精研科技 公告编号：2025-015 江苏精研科技股份有限公司 关于召开2024年度股东会的通知 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 江苏精研科技股份有限公司（以下简称"公司"）董事会根据《公司法》、 《证券法》和《公司章程》的有关规定及公司实际情况，定于 2025 年 5 月 21 日召开 2024 年度股东会。现将会议有关事项通知如下： 一、会议基本信息 1、股东会届次：2024 年度股东会 2、股东会的召集人：公司董事会。公司第四届董事会第五次会议审议通过 了《关于提请召开 2024 年度股东会的议案》，决定于 2025 年 5 月 21 日以现场 投票结合网络投票的方式召开 2024 年度股东会。 3、会议召开的合法、合规性：本次股东会的召集符合《公司法》、《深圳 证券交易所创业板股票上市规则》等有关法律、行政法规、部门规章、规范性文 件和公司章程规定。 4、会议召开的日期、时间： （1）现场会议召开时间：2025 年 5 月 21 日（星期三）下午 15：00； （2）网络投票时间： A.通过深圳证券交易 ...