Core Viewpoint - The Chinese asset market has experienced a significant surge, with the Shanghai Composite Index reaching new highs for the year, driven by strong performances in various sectors including brokerage and oil [2]. Market Performance - On July 8, A-shares rose across the board, with the Shanghai Composite Index approaching 3500 points, closing at 3497.48 points, up 0.7%. The Shenzhen Component Index increased by 1.47% to 10588.39 points, and the ChiNext Index surged by 2.39% to 2181.08 points. The total trading volume in the Shanghai and Shenzhen markets reached 14,747 billion yuan, an increase of nearly 2500 billion yuan from the previous day [2]. - Nearly 4300 stocks in the market were in the green, with resource stocks such as steel, non-ferrous metals, chemicals, and oil showing collective gains. Notable stocks included Liugang Co., Hangang Group, and Yitong New Materials, which hit the daily limit [2]. Solar Industry Surge - The solar industry stocks saw a significant rise, with companies like Shihang New Energy and International Composites hitting the daily limit of 20%. Other companies such as Daqo New Energy and Ainoju also saw gains exceeding 10%. Notably, Yamaton experienced a "limit-up" trend, achieving four daily limits in five days [4][7]. - The solar industry is benefiting from favorable policies aimed at accelerating supply-side reforms. Recent government discussions have focused on eliminating low-price disorderly competition and promoting high-quality development within the industry [7][8]. AI Industry Activity - Stocks in the AI supply chain, particularly in the PCB sector, experienced a notable increase, with companies like Yihau New Materials and Yidong Electronics hitting the daily limit of 20%. Other firms such as Tongguan Copper Foil and Honghe Technology also saw significant gains [10][12]. - The demand for high-end PCBs is expected to grow rapidly due to the increasing need for AI computing power, with projections indicating a supply-demand gap in the AI PCB market [12]. Storage Chip Sector - The storage chip sector also saw a rise, with stocks like Bomin Electronics hitting the daily limit. Other companies such as Defu Technology and Lianrui New Materials recorded gains of over 6% [14][16]. - Changxin Storage, a major player in the DRAM market, is set to undergo an IPO process, which is anticipated to drive expansion and increase domestic equipment localization rates [16].

Core Viewpoint - The copper cable high-speed connection concept has shown a significant increase, ranking fourth among concept sectors with a rise of 3.60% as of the market close on July 8 [1][2]. Group 1: Market Performance - Within the copper cable high-speed connection sector, 35 stocks experienced gains, with Yidong Electronics hitting a 20% limit up, and other notable performers including Derun Electronics and New Asia Electronics also reaching their daily limit up [1]. - The top gainers in the sector included Zhaolong Interconnect, Wolong Nuclear Materials, and Zhongfu Circuit, which rose by 9.58%, 8.09%, and 6.52% respectively [1]. - Conversely, the stocks with the largest declines included Shaanxi Huada, Chuangyitong, and Honglin Power, which fell by 1.45%, 0.92%, and 0.80% respectively [1]. Group 2: Capital Flow - The copper cable high-speed connection sector saw a net inflow of 9.52 billion yuan from main funds, with 30 stocks receiving net inflows [2]. - Derun Electronics led the net inflow with 2.71 billion yuan, followed by Wolong Nuclear Materials and Yidong Electronics with net inflows of 2.14 billion yuan and 1.60 billion yuan respectively [2]. - The net inflow ratios for Derun Electronics, Yidong Electronics, and Xinke Materials were 29.23%, 27.47%, and 14.73% respectively, indicating strong investor interest [3]. Group 3: Stock Performance Metrics - The stock performance metrics for key players in the copper cable high-speed connection sector included: - Derun Electronics: 10.03% increase, 20.65% turnover rate, and 27.1 million yuan net inflow [3]. - Wolong Nuclear Materials: 8.09% increase, 15.78% turnover rate, and 21.4 million yuan net inflow [3]. - Yidong Electronics: 19.99% increase, 24.09% turnover rate, and 15.9 million yuan net inflow [3].

Market Overview - On July 8, A-shares opened mixed, with the Shanghai Composite Index up by 0.04%, while the Shenzhen Component and ChiNext indices were in the red. However, by the time of reporting, all three indices turned positive, with the ChiNext index rising over 1% [1][2]. Sector Performance - The morning session saw gains in sectors such as electronics, building materials, telecommunications, and computers, with PCB, CRO, and consumer electronics outsourcing stocks performing well. Conversely, public utilities and banking sectors showed weakness [2][3]. PCB Sector - PCB concept stocks continued to strengthen, with International Composite Materials and Yidong Electronics hitting the 20% daily limit up. Jin'an Guoji achieved a four-day consecutive rise, while Honghe Technology had four limit-up days in six days [8][9]. Pharmaceutical Sector - The pharmaceutical sector was notably strong, with CRO, innovative drugs, and weight-loss drug stocks collectively rising. Lianhuan Pharmaceutical achieved a consecutive limit-up, while companies like Weixin Kang, Hasan Lian, and Xiaofang Pharmaceutical also hit the limit-up. Toxin Pharmaceutical and Ruizhi Pharmaceutical saw increases exceeding 10% [4][5][6]. Notable Stock Movements - Fujilai (301258) surged to a limit-up of 20.01%, reaching a price of 39.28 CNY per share shortly after opening. Other notable stocks included Tuoxin Pharmaceutical and Ruizhi Pharmaceutical, which rose by 13.27% and 12.88%, respectively [5][6]. Regulatory Issues - Ruiskanda faced a trading halt due to a 9.95% drop, attributed to regulatory issues involving its chairman and director, who are under criminal coercive measures for alleged violations related to information disclosure. The company had previously faced administrative penalties from the CSRC [11][13].

Market Overview - On July 8, A-shares opened mixed, with the Shanghai Composite Index up by 0.04%, while the Shenzhen Component and ChiNext indices were in the red. However, by the time of reporting, all three indices turned positive, with the ChiNext index rising over 1% [1][2]. Sector Performance - The morning session saw gains in sectors such as electronics, building materials, telecommunications, and computers, with circuit board, CRO, and consumer electronics manufacturing stocks performing well. Conversely, public utilities and banking sectors showed weakness [2][3]. Pharmaceutical Sector - The pharmaceutical sector experienced a strong opening, with CRO, innovative drugs, and weight-loss drug stocks collectively rising. Notable stocks included Lianhuan Pharmaceutical, which achieved a two-day limit up, and several others like Weixin Kang and Ha Sanlian hitting the daily limit [7][8]. - Fujilai (301258) surged to a limit up of 20% to reach a price of 39.28 CNY per share shortly after the market opened [8][9]. PCB Sector - PCB (Printed Circuit Board) stocks continued to strengthen, with companies like International Composite Materials and Yidong Electronics hitting the daily limit. Jin'an Guoji achieved a four-day limit up, while Honghe Technology recorded four limit ups in six days [12][13]. - The demand for high-end PCBs is rapidly increasing due to AI computing needs, leading to a significant supply-demand gap in AI PCBs this year. ASIC chip growth is expected to be the main driver of incremental demand for high-end PCBs by 2026 [14][15]. Company-Specific News - Ruisi Kanda faced a trading halt with a limit down of 9.95% due to allegations of information disclosure violations, leading to criminal measures against its executives [17][20]. - ST Huaming also experienced a limit down of 20.03% following administrative penalties for false disclosures in its financial reports [20].

证券代码：301123 证券简称：奕东电子 公告编号：2025-031 奕东电子科技股份有限公司 奕东电子科技股份有限公司全资孙公司东莞市可俐星电子有限公司（以下简称 "东莞可俐星"）因运营调整减少注册资本3,300万元，本次减资完成后，东莞可俐星 的注册资本由5,000万元变更为1,700万元。近日，东莞可俐星办理完成了相关工商变 更登记手续，并领取了东莞市市场监督管理局颁发的新营业执照，现将相关信息公告 如下： 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、变更后营业执照基本信息 1.企业名称：东莞市可俐星电子有限公司 关于全资孙公司完成工商变更登记的公告 1. 《东莞市可俐星电子有限公司营业执照》。 6.公司类型：有限责任公司（非自然人投资或控股的法人独资） 7.成立日期：2016年11月14日 8.经营范围：一般项目：电子产品销售；电子元器件制造；电子元器件批发；电 子专用设备销售；电子元器件零售；电子元器件与机电组件设备制造；电子元器件与 机电组件设备销售；橡胶制品制造；橡胶制品销售；塑料制品制造；塑料制品销售； 塑胶表面处理；新材料技术研发； ...

证券代码：301123 证券简称：奕东电子 公告编号：2025-030 奕东电子科技股份有限公司 关于全资子公司变更经营范围并完成工商变更登记的公告 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。 奕东电子科技股份有限公司全资子公司东莞华珂电子科技有限公司（以下简称 "东莞华珂"）因业务发展需要，对其经营范围进行了变更。近日，东莞华珂收到东 莞市市场监督管理局通知，其经营范围变更登记备案手续已办结，东莞华珂已取得换 发后的《营业执照》。具体情况如下： 一、变更后营业执照基本信息 1.企业名称：东莞华珂电子科技有限公司 2.统一社会信用代码：91441900MA54HARW36 3.住所：广东省东莞市东城街道雪花南路1号 5.注册资本：人民币肆亿陆仟柒佰零玖万壹仟柒佰元 6.公司类型：有限责任公司（非自然人投资或控股的法人独资） 7.成立日期：2020年04月13日 8.经营范围：一般项目：技术服务、技术开发、技术咨询、技术交流、技术转 让、技术推广；电子产品销售；电子元器件制造；电子元器件批发；电子元器件零 售；电子元器件与机电组件设备销售；海绵制品制造；橡胶 ...

证券代码：301123 证券简称：奕东电子 公告编号：2025-029 奕东电子科技股份有限公司 2024 年年度股东会决议公告 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。 特别提示： 1、本次股东会召开期间无增加、变更、否决议案的情况； 2、本次股东会未有涉及变更以往股东会已通过的决议； 3、本次股东会以现场投票和网络投票相结合的方式召开。 一、会议召开和出席情况 1、召集人：奕东电子科技股份有限公司董事会。 2、召开方式：现场投票和网络投票相结合的方式召开。 通过网络投票的股东149人，代表股份824,400股，占上市公司总股份的0.3529％。 （2）中小股东出席总体情况： 3、召开时间： （1）现场会议时间为：2025 年 5 月 26 日（星期一）下午 14:30； （2）网络投票时间为：2025 年 5 月 26 日。其中，通过深圳证券交易所交易系统进 行网络投票的具体时间为：2025 年 5 月 26 日的交易时间，即 9:15-9:25，9:30-11:30 和 13:00-15:00；通过深圳证券交易所互联网投票系统进行网络投票的具体时间 ...

深圳市福田区中心五路 18 号星河中心大厦 19 层 电话：0755-23993388 传真：0755-86186205 邮编：518048 北京国枫（深圳）律师事务所 关于奕东电子科技股份有限公司 2024 年年度股东会的 法律意见书 国枫律股字[2025]C0063 号 致：奕东电子科技股份有限公司（贵公司） 北京国枫（深圳）律师事务所（以下简称"本所"）接受贵公司的委托，指派律师 出席并见证贵公司 2024 年年度股东会（以下简称"本次会议"）。 本所律师根据《中华人民共和国公司法》（以下简称《公司法》）、《中华人民共 和国证券法》（以下简称《证券法》）、《上市公司股东会规则》（以下简称《股东会 规则》）、《律师事务所从事证券法律业务管理办法》（以下简称《证券法律业务管理办法》）、 《律师事务所证券法律业务执业规则（试行）》（以下简称《证券法律业务执业规则》） 等相关法律、行政法规、规章、规范性文件及《奕东电子科技股份有限公司章程》（以 下简称《公司章程》）的规定，就本次会议的召集与召开程序、召集人资格、出席会议 人员资格、会议表决程序及表决结果等事宜，出具本法律意见书。 对本法律意见书的出具，本所律师 ...

2024 年度持续督导跟踪报告 招商证券股份有限公司 关于奕东电子科技股份有限公司 | | 业绩预告修正问题，详见本 | 保荐机构采取措施详见 本报告"现场检查发现 | | --- | --- | --- | | 1.信息披露 | 报告"现场检查发现的主要 | | | | 问题及整改情况"相关内 | 的主要问题及整改情 | | | 容。 | 况"相关内容。 | | 2.公司内部制度的建立和执行 | 财务报告内部控制问题，详 | 保荐机构采取措施详见 | | | 见本报告"现场检查发现的 | 本报告"现场检查发现 | | | 主要问题及整改情况"相关 | 的主要问题及整改情 | | | 内容。 | 况"相关内容。 | | 3．"三会"运作 | 无 | 不适用 | | 4.控股股东及实际控制人变动 | 无 | 不适用 | | 5.募集资金存放及使用 | 无 | 不适用 | | 6.关联交易 | 无 | 不适用 | | 7.对外担保 | 无 | 不适用 | | 8.购买、出售资产 | 无 | 不适用 | | 9.其他业务类别重要事项（包括 | 无 | 不适用 | | 对外投资、风险投资、委托理 | | | | 财、 ...

Group 1: Financial Performance and Challenges - The company reported a loss in 2024 due to increased fixed asset depreciation, rising raw material prices, and higher R&D expenses, among other factors [2][3] - Despite the loss, the company achieved revenue growth, indicating strong business resilience [2] - The gross margin declined due to increased costs and market competition, prompting the company to focus on high-value products and cost reduction strategies [3] Group 2: Future Strategies and Investments - The company plans to enhance operational management and optimize product structure to ensure continuous revenue growth [2] - Key investment projects include a production line with a capacity of 600,000 square meters for printed circuit boards, with an investment progress of 89% [4] - The R&D center has reached 97.26% completion and became operational on January 23, 2025 [4] Group 3: Shareholder Engagement and Market Position - The company is committed to maintaining shareholder value through dividends and stock buybacks, while also focusing on market stability [5] - The company emphasizes its competitive advantage in providing integrated solutions and diverse electronic components to meet customer needs [5] - The management acknowledges external market influences on stock performance and is dedicated to enhancing operational efficiency and profitability [5]