Market Overview - The three major stock indices in China collectively rose, with the Shanghai Composite Index closing at 3516.83 points, up 0.37% [1] - The Shenzhen Component Index closed at 10873.62 points, up 1.43% [1] - The ChiNext Index closed at 2269.33 points, up 1.76% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.54 trillion yuan, an increase of 97.3 billion yuan compared to the previous trading day [1] Sector Performance - The electronic components sector led the gains, with companies like Mankun Technology hitting the daily limit of 20% increase, and Shengyi Electronics rising over 13% [4] - The CPO concept showed strong performance throughout the day, while the military equipment sector was also active, with companies like Zongheng Co. and Chenxi Aviation seeing significant increases [5][6] - Conversely, the precious metals sector experienced declines, with Shandong Gold dropping over 2% [7] Capital Flow - Main capital flows showed a net inflow into sectors such as electronics, computers, and communications, while there was a net outflow from public utilities, real estate, and coal sectors [8] - Specific stocks like Changshan Beiming and Runhe Software saw net inflows of 2 billion yuan and 925 million yuan, respectively [9] - On the outflow side, companies like China Electric Power and Sunshine Power faced sell-offs of 444 million yuan and 397 million yuan, respectively [10] Institutional Insights - Dongfang Securities noted that overseas liquidity remains volatile, with a short-term rebound in the US dollar, leading to limited domestic opportunities in July [12] - CITIC Securities highlighted that mid-year performance reports could drive market sentiment towards technology sectors [13] - Galaxy Securities mentioned that the large financial sector is entering a phase of rotation and adjustment [14]

Group 1: Stock Performance - Zhejiang Zhenyuan and Asia-Pacific Pharmaceutical both achieved a 2-day limit-up with increases of 10.01% and 9.98% respectively, driven by innovation in pharmaceuticals [2] - Chengdu XianDao saw a first board listing with a significant rise of 20.02%, attributed to innovative drug developments [2] - TaiJing Technology and YanHua Intelligent both recorded first board listings with increases of 9.97% and 9.94%, linked to Huawei's influence in robotics [5] Group 2: AI and Robotics - Nvidia's CEO suggested that Huawei's AI chips could potentially replace Nvidia's offerings, indicating a competitive shift in the AI chip market [4] - The domestic robotics industry is gaining traction with significant orders being awarded, highlighting its importance in national competition [7] Group 3: Market Trends - The light communication sector is expected to see sustained growth due to high demand in both domestic and international markets, with performance likely to continue improving [13] - The low-altitude economy is gaining attention, with a notable $1 billion procurement agreement signed for eVTOL aircraft, indicating growth potential in this sector [17] Group 4: Consumer and Retail - The Chinese government is implementing measures to boost consumer spending, which is expected to positively impact the retail sector [21] - Companies like Guoguang Chain and Hanshang Group have seen first board listings with increases of 9.98% and 9.97%, reflecting the positive sentiment in the retail market [23] Group 5: Solar and Food & Beverage - The price of polysilicon has increased by 12.4% week-on-week, indicating a rising trend in the solar industry [24] - The food and beverage sector is also benefiting from government initiatives aimed at enhancing consumer demand, with companies like Huangshi Group seeing a 10.10% increase [26]

Group 1 - The printed circuit board sector is experiencing a rise, with companies such as Benwei Intelligent (300964) and Mankun Technology (301132) seeing gains of over 10% [1] - Other companies in the sector, including Guanghe Technology (001389), Xingsen Technology (002436), Huazheng New Materials (603186), Shengyi Electronics, and Jinlu Electronics (301282), are also witnessing upward movement [1] Group 2 - Dark pool funds are flowing into these stocks, indicating increased investor interest [2]

证券代码：300964 证券简称：本川智能 公告编号：2025-051 江苏本川智能电路科技股份有限公司 关于控股股东、实际控制人股份减持计划时间届满的公告 | 股东名称 | 减持方式 | 减持期间 | 减持均价 （元/股） | 减持股数 （股） | 减持比例 （%） | | --- | --- | --- | --- | --- | --- | | 董晓俊 | 集中竞价交易 大宗交易 | 2025/05/29- 2025/06/30 2025/06/26- | 39.56 | 772,400 | 1.00 | | | | | 33.00 | 1,502,557 | 1.94 | | | | 2025/07/01 | | | | | | | 合计 | | 2,274,957 | 2.94 | 1、股东减持股份情况 1 董晓俊本次减持的股份来源为公司首次公开发行前股份。自公司上市之日 起至本公告披露日，董晓俊累计减持公司股份 2,274,957 股，占公司当前总股本 数量的 2.94%。 二、其他相关说明 公司控股股东、实际控制人、董事长董晓俊先生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 ...

证券代码：300964 证券简称：本川智能 公告编号：2025-050 江苏本川智能电路科技股份有限公司 关于对外投资暨关联交易的进展公告 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。 一、对外投资暨关联交易概述 江苏本川智能电路科技股份有限公司（以下简称"公司"或"本川智能"） 于 2025 年 6 月 11 日召开第三届董事会第二十七次会议，审议通过《关于对外 投资暨关联交易的议案》，同意公司与上海芯华睿半导体科技有限公司、姜桂 宾、深圳保腾福顺创业投资基金合伙企业（有限合伙）、经营技术团队持股平 台（有限合伙）（暂未设立，以工商核准登记为准）共同投资设立上海本川鹏 芯科技有限公司（暂定名，最终以工商核准登记为准，以下简称"合资公 司"），合资公司注册资本为人民币 1,000 万元，公司拟以现金人民币 510 万 元认缴注册资本 510 万元。本次交易完成后，公司将持有合资公司 51%股权， 合资公司将纳入公司合并报表范围。具体内容详见公司于 2025 年 6 月 11 日在 巨潮资讯网（www.cninfo.com.cn）披露的《关于对外投资暨关联交易 ...

Core Viewpoint - The A-share market is experiencing a significant rise in the 6G concept stocks, with notable gains from several companies, indicating growing investor interest in the 6G technology sector [1] Company Summaries - Guomai Technology has reached the daily limit increase in stock price, reflecting strong market confidence and interest in its potential within the 6G sector [1] - Other companies such as Chuangyuanxin, China Satellite Communications, Zhongjing Electronics, Aoshikang, Benchuan Intelligent, and Shenglu Communication have also seen their stock prices rise, suggesting a broader trend of optimism in the 6G technology market [1]

Group 1 - Aike Cyber (688719.SH) shareholders Dachen Chuangtong and Dachen Chuanghong reduced their holdings by 2,298,151 shares, accounting for 1.99% of the total share capital, and did not complete the planned reduction [1] - Benchuan Intelligent (300964.SZ) controlling shareholder Dong Xiaojun reduced his holdings by 355,787 shares, accounting for 0.4582% of the total share capital, bringing his shareholding down to 21.64% [1] - Changlian Co., Ltd. (603648.SH) completed its reduction plan by selling 3,624,050 shares, which is 1% of the total share capital [1] Group 2 - Chuan Yi Technology (002866.SZ) controlling shareholder Zou Weimin and his concerted party reduced their holdings, with Zou's shareholding dropping to 48.53% [2] - Daoshi Technology (300409.SZ) controlling shareholder Rong Jihua plans to reduce his holdings by up to 15,416,611 shares, accounting for 1.97% of the total share capital [2] - Electric Alloy (300697.SZ) completed its reduction plan by selling 2,741,390 shares, which is 0.63% of the total share capital [2] Group 3 - Fujirei (688272.SH) shareholders Suzhou Kongkong, Suzhou Zhaorong, and Shanghai Zhaoren reduced their holdings by 1,215,618 shares, 1,463,490 shares, and 44,944 shares, accounting for 1.60%, 1.93%, and 0.06% of the total share capital respectively [3] - Gaoweida (300465.SZ) controlling shareholder Yingtan Yinggao Investment Consulting Co., Ltd. reduced its holdings by 4,261,700 shares, accounting for 0.96% of the total share capital, bringing its shareholding down to 22.00% [3] - Haizheng Materials (688203.SH) shareholder Sinopec Capital plans to reduce its holdings by up to 3,525,600 shares, accounting for 1.74% of the total share capital [3] Group 4 - Hangyu Micro (300053.SZ) shareholder Yan Jun reduced his holdings by 3,930,000 shares, accounting for 0.56% of the total share capital [4] - He Shi Eye Hospital (301103.SZ) shareholder Advanced Manufacturing Industry Investment Fund plans to reduce its holdings by up to 3,106,074 shares, accounting for 2% of the total share capital [4] - He Yuan Gas (002971.SZ) shareholder Baishide Chuangye completed its reduction plan by selling 854,064 shares, which is 0.415% of the total share capital [4] Group 5 - Huaren Health (301408.SZ) shareholder Saifu Investment reduced its holdings by 2,107,696 shares, accounting for 0.53% of the total share capital [5] - Jiangsu Boyun (301003.SZ) shareholder Gong Wei reduced his holdings by 1,558,900 shares, accounting for 1.57% of the total share capital [5] - Jeya Co., Ltd. (301108.SZ) shareholders Mingyuan Fund and its concerted party did not reduce their holdings, and the reduction plan period expired [5] Group 6 - Longxin General (603766.SH) directors plan to reduce their holdings by up to 350,000 shares and 100,000 shares, accounting for 0.0170% and 0.0049% of the total share capital respectively [6] - Ruchuang Micro-Nano (688002.SH) shareholder Li Weicheng plans to reduce his holdings by up to 8,000,000 shares, accounting for 1.75% of the total share capital [6] - Shilan Micro (600460.SH) shareholder Luo Huabing plans to reduce his holdings by up to 500,000 shares, accounting for 0.03005% of the total share capital [6] Group 7 - Tongfu Microelectronics (002156.SZ) shareholder National Integrated Circuit Industry Investment Fund reduced its holdings by 15,175,969 shares, accounting for 1% of the total share capital [7] - Wangzi New Materials (002735.SZ) controlling shareholder Wang Jinjun reduced his holdings by 9,717,874 shares, accounting for 2.54% of the total share capital [7] - Xingye Co., Ltd. (603928.SH) shareholder Shen Genzhen reduced his holdings by 2,620,000 shares, accounting for 1.00% of the total share capital [7] Group 8 - Yikang Co., Ltd. (301085.SZ) controlling shareholder concerted party reduced its holdings by 633,700 shares, accounting for 0.73% of the total share capital [8] Group 9 - Yiming Pharmaceutical (002826.SZ) major shareholder Zhou Zhan reduced his holdings by 3,586,777 shares, accounting for 1.88% of the total share capital [9] - Yiming Pharmaceutical (002826.SZ) director Xi Ke reduced his holdings by 283,862 shares, accounting for 0.15% of the total share capital [9] - Youyan Powder Materials (688456.SH) concerted party reduced its holdings by 1,030,000 shares, accounting for 0.99% of the total share capital [9] Group 10 - Zhongma Transmission (603767.SH) directors plan to reduce their holdings through block trading and centralized bidding [10] - Zhongqi Co., Ltd. (301215.SZ) shareholder Jiangsu Yueda Group did not reduce its holdings, and the reduction plan period expired [10]

证券代码：300964 证券简称：本川智能 公告编号：2025-049 江苏本川智能电路科技股份有限公司 关于持股 5%以上股东减持股份触及 1%整数倍的提示性公告 公司控股股东、实际控制人、董事长董晓俊先生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： 江苏本川智能电路科技股份有限公司（以下简称"公司"或"本川智能"） 于 2025 年 3 月 17 日披露了《关于控股股东、实际控制人减持股份的预披露公 告》（公告编号：2025-007），公司控股股东、实际控制人、董事长董晓俊先生 计划自本减持计划公告之日起 15 个交易日后的 3 个月内（即：2025 年 4 月 9 日 至 2025年 7月 8日），以集中竞价、大宗交易的方式减持其持有的公司股份合计 不超过 2,318,900 股（占公司当前总股本数量的 3.00%）。 公司于 2025 年 6 月 27 日披露了《关于持股 5%以上股东减持股份触及 1% 整数倍的提示性公告》（公告编号：2025-048），董晓俊先生于 2025 年 ...

Group 1: Company Overview - Jiangsu Benchuan Intelligent Circuit Technology Co., Ltd. held an online performance briefing on June 24, 2025, to discuss its business operations and future plans [1][2]. Group 2: Production Capacity - The company maintains a high capacity utilization rate, with the Nanjing project achieving an annual production capacity of 480,000 square meters for high-frequency, multi-layer, and high-density printed circuit boards (PCBs) [3]. - The 5G high-frequency communication PCB project is progressing with a planned annual capacity of 520,000 square meters [3]. - The Zhuhai production base has a planned annual capacity of 400,000 square meters, while the Thailand production base is set for 250,000 square meters [3]. - Future production bases will focus on East China, South China, and overseas markets to enhance high-quality development [3]. Group 3: Financial Performance - In 2024, the company achieved a revenue of CNY 596 million, a year-on-year increase of 16.67% [4]. - The total profit for 2024 was CNY 28 million, reflecting a significant year-on-year growth of 5,553.74% [4]. - The net profit attributable to shareholders was CNY 24 million, up 391.81% year-on-year [4]. - In Q1 2025, revenue reached CNY 170 million, a 39.26% increase compared to the previous year [4]. Group 4: Order Status and Future Growth - The company currently has a sufficient order backlog, with normal production and delivery operations [5]. - Future growth points include: 1. Capacity expansion projects that will significantly increase production volume and improve order delivery capabilities [6]. 2. Market expansion into emerging sectors such as AI power servers and robotics, focusing on high-value products [6]. 3. Increased investment in R&D to maintain technological leadership and innovation [6]. 4. Strategic investments in related industries to enhance core competitiveness and explore investment opportunities within the supply chain [6].

证券代码：300964 证券简称：本川智能 公告编号：2025-047 一、募集资金基本情况 江苏本川智能电路科技股份有限公司 关于变更保荐机构后重新签订募集资金三方监管协议的公告 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。 江苏本川智能电路科技股份有限公司（以下简称"公司"或"本川智能"） 于 2025 年 5 月 6 日召开第三届董事会第二十六次会议、第三届监事会第二十一 次会议，审议通过了关于向不特定对象发行可转换公司债券（以下简称"本次 发行"）的相关议案。公司聘请了东北证券股份有限公司（以下简称"东北证 券"）担任公司本次发行的保荐机构，根据《证券发行上市保荐业务管理办法》 的相关规定，东北证券作为公司新聘请的保荐机构，将完成原保荐机构中信证 券股份有限公司未完成的持续督导工作。具体内容详见公司于 2025 年 5 月 22 日在巨潮资讯网（www.cninfo.com.cn）披露的《关于变更持续督导保荐机构及 保荐代表人的公告》（公告编号：2025-036）。 鉴于公司募集资金持续督导机构发生变更，为保证募集资金督导工作的正 常进行，保护投资者 ...