Market Performance - The WiFi 6 concept sector experienced a decline of 5.15%, ranking among the top losers in the market [1] - Key stocks within the sector, such as StarNet Ruijie and Cambridge Technology, hit the daily limit down, while others like Lexin Technology and Ruijie Network also saw significant declines [1] Capital Flow - The WiFi 6 sector faced a net outflow of 5.017 billion yuan, with 51 stocks experiencing net outflows, and 15 stocks seeing outflows exceeding 100 million yuan [2] - Cambridge Technology led the outflow with 748 million yuan, followed by Unisplendour and Oulu Tong with outflows of 454 million yuan and 432 million yuan, respectively [2] Stock Performance - Notable stocks with significant declines include: - Cambridge Technology: -9.99% with a turnover rate of 16.56% and a net outflow of 748.2 million yuan [2] - Unisplendour: -5.78% with a turnover rate of 5.31% and a net outflow of 454.3 million yuan [2] - Oulu Tong: -11.14% with a turnover rate of 9.52% and a net outflow of 432 million yuan [2] ETF Overview - The Food and Beverage ETF (product code: 515170) saw a recent decline of 0.65% with a net outflow of 30.86 million yuan [5] - The Gaming ETF (product code: 159869) increased by 1.72% but had a net outflow of 643.65 million yuan [5] - The Semiconductor ETF (product code: 588170) rose by 3.70% with a net inflow of 5.4 million yuan [5] - The Cloud Computing ETF (product code: 516630) increased by 5.37% but experienced a net outflow of 743.6 million yuan [6]

Group 1 - Dekoli's stock dropped over 14% [1] - Huicheng Vacuum, Tianfu Communication, Dingtong Technology, and Taicheng Light all fell over 11% [1] - Lexin Technology and Oulu Tong experienced declines of over 10% [1]

Group 1 - A significant number of high-profile stocks, including Jingwang Electronics, Changfei Fiber, and Jimin Health, have hit the daily limit down [1] - Over 30 stocks, such as Tianfu Communication and Huahong Company, have experienced declines exceeding 10% [1]

Group 1 - Dekoli's stock dropped over 13% [1] - Huicheng Vacuum, Tianfu Communication, and Dingtong Technology each fell over 11% [1] - Taicheng Light's stock decreased by over 10% [1] - Lexin Technology and Oulu Tong both experienced declines of over 9% [1]

Group 1 - High-priced stocks continued to weaken in the afternoon on September 2, with Dekoli falling over 14% [2] - Huicheng Vacuum, Tianfu Communication, Dingtong Technology, and Taicheng Light all dropped over 11% [2] - Lexin Technology and Oulutong experienced declines of over 10% [2]

Group 1 - The core viewpoint of the article highlights a significant decline in computing hardware stocks, particularly in the CPO and liquid cooling server sectors [2] - Companies such as Invec, Megmeet, and StarNet have hit the daily limit down, indicating severe market pressure [2] - Other companies like Tianfu Communication, Taicheng Light, Ruijie Networks, Dekoli, and Oulu Tong have experienced declines exceeding 10% [2]

资料显示，深圳欧陆通电子股份有限公司位于广东省深圳市宝安区航城街道三围社区航城大道175号南 航明珠花园1栋19号，成立日期1996年5月29日，上市日期2020年8月24日，公司主营业务涉及开关电源 产品的研发、生产与销售。主营业务收入构成为：计算机、通信和其他电子设备制造业99.57%，其他 (补充)0.43%。 从基金十大重仓股角度 9月2日，欧陆通跌5.16%，截至发稿，报242.39元/股，成交8.33亿元，换手率3.06%，总市值265.37亿 元。 截至发稿，姜绍政累计任职时间3年327天，现任基金资产总规模1.05亿元，任职期间最佳基金回报 14.51%， 任职期间最差基金回报-13.63%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，国寿安保基金旗下1只基金重仓欧陆通。国寿安保璟珹6个月持有期混合A（011773）二季度 持有股数2000股，占基金净值比例为1.01%，位居第十大重仓股。根据测算，今日浮亏损失约2.64 ...

Group 1 - The stock of Eurotech fell by 5.16% on September 2, closing at 242.39 CNY per share, with a trading volume of 833 million CNY and a turnover rate of 3.05%, resulting in a total market capitalization of 26.537 billion CNY [1] - Eurotech, established on May 29, 1996, and listed on August 24, 2020, is primarily engaged in the research, production, and sales of switch power supply products, with 99.57% of its main business revenue coming from the manufacturing of computers, communications, and other electronic devices [1] Group 2 - According to data from the top ten holdings of funds, one fund under Bosera Asset Management holds Eurotech as a significant investment. The Bosera New Energy Vehicle Theme Mixed A Fund (011938) held 23,300 shares in the second quarter, accounting for 1.83% of the fund's net value, ranking as the tenth largest holding [2] - The Bosera New Energy Vehicle Theme Mixed A Fund, established on June 2, 2021, has a latest scale of 70.6037 million CNY, with a year-to-date return of 27.88% and a one-year return of 46.03%, ranking 2857 out of 8184 and 2934 out of 7971 in its category, respectively [2] - The fund manager, Tang Shengbo, has been in the position for 3 years and 269 days, with the fund's total asset scale currently at 161 million CNY. The best and worst returns during his tenure were -30.15% and -31.7%, respectively [2]

Group 1 - Since August, the A-share market has seen a significant increase in public fund research activity, with 163 public institutions participating in company research, covering 771 companies across 30 industries, and a total of 8,338 research instances, representing a month-on-month increase of 144.73% [1] Group 2 - The pharmaceutical and biotechnology sector was the most researched, with a total of 1,373 research instances covering 100 stocks, making it the highest focus area for public institutions in August; the electronics sector followed with 1,312 research instances covering 108 stocks [2] - Key companies in the pharmaceutical sector, such as Mindray Medical (300760), BeiGene, and Aibo Medical, were frequently researched, with a focus on innovative drug development, medical equipment updates, and the impact of centralized procurement policies [2] Group 3 - In the electronics sector, companies like Crystal Optoelectronics (002273), Unisoc (002049), and Industrial Fulian (601138) were core focuses due to their advancements in optical components and smart terminal manufacturing [2] - In the telecommunications sector, Tianfu Communication (300394) was the most researched company with 87 instances, focusing on the expansion of high-speed optical module capacity and the commercialization of silicon photonics technology [3] Group 4 - Public fund research activities showed a significant head effect, with 134 out of 163 participating institutions conducting more than 10 research instances, indicating a concentration of interest among top institutions [4] - Notable institutions included Bosera Fund with 200 research instances, followed by Harvest Fund (177 instances), Huaxia Fund (149 instances), and Guotai Fund (147 instances) [4] Group 5 - Research in August indicated a clear policy direction, with the pharmaceutical sector's rising interest linked to policy implementation, focusing on equipment updates and accelerated approval of innovative drugs [4] - The electronics sector maintained interest in cutting-edge fields such as optical technology and AI chips, despite a slight decrease in total research instances [4] - Increased research frequency in the machinery and power equipment sectors suggests institutional attention on inventory cycles bottoming out and a recovery in capital expenditure [4]

Core Points - The 11th Jin Qilin Golden Secretary Honor List was officially announced on September 1, with Cai Liling, Secretary of the Board of Eurocontinental, awarded the Golden Secretary Responsibility Pioneer Award for her outstanding professional ability and performance [1][2] - The Jin Qilin Golden Secretary selection has been held for eleven years, recognizing over 900 excellent secretaries, and is regarded as a highly authoritative award in the industry, focusing on information disclosure quality, investor communication effectiveness, and contributions to corporate governance and ESG [1][2] Company and Industry Insights - The role of a Secretary of the Board is crucial as they act as a key link between listed companies and the capital market, serving multiple functions such as a gatekeeper for corporate governance and a strategist for capital operations [1][2] - An excellent Secretary can effectively communicate company value in complex market environments, innovate communication methods while adhering to compliance, and demonstrate corporate responsibility during critical moments [2]