证券代码：301150 证券简称：中一科技 公告编号：2025—044 湖北中一科技股份有限公司 关于变更保荐代表人的公告 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。 湖北中一科技股份有限公司（以下简称"公司"）于近日收到公司首次公开发行 股票并在深圳证券交易所创业板上市的保荐机构中国国际金融股份有限公司（以下 简称"中金公司"）出具的《关于更换湖北中一科技股份有限公司首次公开发行 A 股 股票项目持续督导保荐代表人的说明》。 本次变更后，公司首次公开发行股票并上市的持续督导保荐代表人为贾义真先 生、湛政杰先生，持续督导期至 2025 年 12 月 31 日结束。 公司董事会对王跃先生在公司首次公开发行股票并在创业板上市项目持续督导 期间所做的贡献表示衷心的感谢！ 特此公告。 湖北中一科技股份有限公司董事会 2025 年 7 月 9 日 1 附件：湛政杰先生简历 湛政杰先生，现任中国国际金融股份有限公司投资银行部高级经理，于 2022 年 取得保荐代表人资格，曾主持或参与中国航天科技集团有限公司可交债项目、陕西中 天火箭技术股份有限公司可转债项目、浙江万丰 ...

Market Overview - The Shanghai Composite Index fell by 0.13% on July 9, with 17 out of the 28 sectors rising, led by Media and Agriculture sectors, which increased by 1.35% and 0.65% respectively [1] - The Electric Equipment sector saw a slight increase of 0.17% [1] - The sectors with the largest declines were Non-ferrous Metals and Basic Chemicals, which dropped by 2.26% and 0.85% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 38.536 billion yuan, with only three sectors experiencing net inflows: Media (1.055 billion yuan), Retail (864 million yuan), and Construction Decoration (40.34 million yuan) [1] - The Electronic sector had the largest net outflow, totaling 7.789 billion yuan, followed by Non-ferrous Metals with 5.412 billion yuan [1] Electric Equipment Sector Performance - In the Electric Equipment sector, 358 stocks were tracked, with 99 stocks rising and 252 stocks declining; 5 stocks hit the daily limit up [2] - The top net inflow stock was Ningde Times, with a net inflow of 378 million yuan, followed by Tongguan Copper Foil and Kelu Electronics with inflows of 219 million yuan and 178 million yuan respectively [2] - The sector experienced a total net outflow of 4.576 billion yuan, with 11 stocks seeing outflows exceeding 100 million yuan; the largest outflows were from Rongfa Nuclear Power, Sunshine Power, and Nord Shares, with outflows of 327 million yuan, 250 million yuan, and 226 million yuan respectively [2][3] Top Gainers in Electric Equipment Sector - The top gainers in the Electric Equipment sector included: - Ningde Times: +2.84%, turnover rate 0.75%, main capital flow 377.94 million yuan - Tongguan Copper Foil: +20.02%, turnover rate 48.19%, main capital flow 218.52 million yuan - Kelu Electronics: +10.06%, turnover rate 7.49%, main capital flow 178.39 million yuan [2] Top Losers in Electric Equipment Sector - The top losers in the Electric Equipment sector included: - Rongfa Nuclear Power: +0.42%, turnover rate 33.08%, main capital flow -327.43 million yuan - Sunshine Power: -0.57%, turnover rate 3.01%, main capital flow -249.65 million yuan - Nord Shares: -4.98%, turnover rate 14.04%, main capital flow -226.20 million yuan [3]

Core Viewpoint - The A-share computing hardware sector is experiencing strong performance, driven by the rapid development of artificial intelligence technology and positive market expectations from overseas markets like Nvidia [1][2]. Group 1: Market Performance - The A-share computing hardware sector has shown robust performance, with companies like Huadian and Jingwang Electronics reaching historical highs [1]. - Yihua New Materials' stock surged over 10%, while Jin'an Guoji successfully hit the daily limit [1]. - Several other stocks, including Aoshikang and Dongcai Technology, also recorded gains exceeding 5% [1]. Group 2: Industry Drivers - The computing hardware industry is benefiting from the rapid growth of AI technology, with PCB playing a crucial role in AI servers and high-performance computing systems [1]. - The demand for high-end PCBs is surging, leading to increased demand for upstream high-end materials, creating a supply-demand imbalance [1]. Group 3: Supply Chain Dynamics - There is a growing scarcity of high-layer and high-density interconnect (HDI) capacity, as well as a shortage of high-end material supply in the industry chain [1]. - This supply-demand imbalance presents opportunities for related companies to achieve explosive growth in performance [1]. Group 4: Infrastructure Demand - The demand for computing infrastructure is continuously increasing, with leading domestic and international manufacturers ramping up efforts to meet the surging demand for computing power [2]. - The ASIC market's growth expectations are being continuously revised upward, supporting the high prosperity of the PCB industry chain [2].

Core Viewpoint - The PCB concept stocks are experiencing significant activity, with companies like Yihau New Materials, Huadian Co., and Jingwang Electronics reaching new highs, indicating a bullish trend in the market [1] Group 1: Market Dynamics - The M8 PCB market space for AI servers and switches is projected to be between 50-60 billion by 2026, according to Tianfeng Securities [1] - Major global manufacturers are intensifying their infrastructure development to meet the surging demand for inference computing power, which is driving the growth of the PCB industry [1] Group 2: Company Performance - Yihau New Materials (301176), Huadian Co. (002463), and Jingwang Electronics (603228) have all achieved new record highs in stock performance [1] - Jin'an Guoji (002636) has seen a consecutive two-day stock increase, while Aoshikang (002913) and Zhongyi Technology (301150) are also experiencing upward trends [1] Group 3: Investment Trends - There is a notable influx of dark pool funds into these stocks, suggesting increased investor interest and confidence in the PCB sector [1]

Market Performance - The PET copper foil concept rose by 3.01%, ranking third among concept sectors, with 37 stocks increasing in value, including Zhongyi Technology which hit the daily limit with a 20% increase [1] - Notable gainers included Hongtian Co., Dadongnan, and Tongguan Copper Foil, with increases of 20%, 13.67%, 9.94%, and 7.31% respectively [1] - The top decliners were Jingwei Huikai, Jiangnan New Materials, and Hailiang Co., with declines of 7.89%, 1.62%, and 0.75% respectively [1] Capital Flow - The PET copper foil sector saw a net inflow of 367 million yuan, with 25 stocks receiving net inflows, and 9 stocks exceeding 30 million yuan in net inflow [1] - The leading stock in terms of net inflow was Dadongnan, with a net inflow of 129 million yuan, followed by Zhongyi Technology, Hongtian Co., and Tongguan Copper Foil with net inflows of 123 million yuan, 90.27 million yuan, and 55.65 million yuan respectively [1] Capital Inflow Ratios - Zhongyi Technology, Hongtian Co., and Dongfeng Group had the highest capital inflow ratios, with net inflow rates of 21.26%, 19.34%, and 7.57% respectively [2] - The capital inflow rankings for PET copper foil stocks showed significant activity, with Zhongyi Technology and Hongtian Co. leading in both net inflow and percentage increase [2]

Group 1 - PCB concept stocks are experiencing a strong afternoon rally, with Zhongyi Technology (301150) hitting the 20% daily limit up [1] - Copper Crown Copper Foil (301217) has risen over 10%, while Chuan Yi Technology (002866) and Dawei Shares (002213) previously reached their daily limit up [1] - Shen Nan Circuit (002916) and Jia Yuan Technology are among the top gainers in this sector [1] Group 2 - Dark pool funds are flowing into these stocks, indicating increased investor interest [1]

Group 1 - A total of 330 stocks reported their latest shareholder numbers as of June 30, with 125 stocks showing a decline compared to the previous period [1][3] - The stocks with the largest decrease in shareholder numbers include Zhongyi Technology, Zhongrui Co., and Phoenix Shipping, with declines exceeding 10% [3][4] - The stock with the highest decline in shareholder numbers is Zhongyi Technology, which saw a decrease of 13.51% to 20,848 shareholders, alongside a cumulative drop of 9.09% in its stock price [3][4] Group 2 - Among the concentrated stocks, 51% outperformed the Shanghai Composite Index, with an average increase of 2.68% since June 11, compared to the index's 2.07% rise [2] - The stock with the highest increase among those with declining shareholder numbers is Taotao Automotive, which rose by 41.88% since June 11 [2][4] - The latest concentrated stocks showed an average increase of 5.54% since June 21, with notable performers including Taotao Automotive, Xiouqiang Co., and Hongchuang Holdings, which increased by 31.56%, 25.52%, and 21.80% respectively [3][4] Group 3 - Only one stock among the concentrated stocks has released a half-year earnings forecast, with Taotao Automotive expecting a net profit increase of 84.08% [4] - The concentrated stocks are primarily found in the basic chemical, pharmaceutical, and machinery equipment sectors, with 14, 12, and 11 stocks respectively [3][4]

Summary of Key Points Core Viewpoint - A total of 161 stocks reported their latest shareholder numbers as of June 30, with 61 stocks showing a decline in shareholder numbers compared to the previous period, indicating a trend of decreasing investor interest in certain companies [1][3]. Group 1: Shareholder Changes - Among the 161 stocks, 5 stocks experienced a decline in shareholder numbers exceeding 5% [3]. - The stock with the largest decline in shareholder numbers was Zhongyi Technology, which saw a decrease of 13.51% to 20,848 shareholders, and has dropped 6.16% since the concentration of shares began [3]. - Phoenix Shipping reported a 10.15% decrease in shareholder numbers to 99,307, with a 3.18% decline in stock price during the same period [3]. Group 2: Market Performance - The average increase for concentrated stocks since June 21 was 5.40%, outperforming the broader market [3]. - Notable performers included Jiangsu Shentong, which rose by 12.48%, and Chunxue Food, which increased by 12.45% [3]. - The sectors with the most concentrated stocks included machinery, power equipment, and automotive, with 8, 5, and 4 stocks respectively [3]. Group 3: Stock Performance Metrics - The stock with the highest increase among those with declining shareholder numbers was Zhongke Hai Xun, which surged by 51.53% since June 11 [2]. - The overall performance of concentrated stocks showed that 48% outperformed the Shanghai Composite Index during the same period [2]. Group 4: Detailed Stock Data - A detailed table lists various stocks, their latest shareholder numbers, percentage changes, and industry classifications, highlighting the performance metrics of each stock [3][4][5].

Core Viewpoint - Zhongyi Technology (301150.SZ) announced a plan for a major shareholder, Yunmeng Zhongyi Technology Investment Center, to reduce its stake by up to 3,498,500 shares over a three-month period due to personal funding needs, which will not affect the company's control or governance structure [1][2]. Shareholder Reduction Plan - Yunmeng Zhongyi Technology Investment Center holds 14,196,000 shares, representing 6.0866% of the total share capital, and plans to reduce its holdings by 1.5000% of the total share capital [1]. - The reduction will occur through centralized bidding and block trading from July 18, 2025, to October 17, 2025 [1]. Company Background - Zhongyi Technology's second-largest shareholder is Yunmeng Zhongyi Technology Investment Center [2]. - The company was listed on the Shenzhen Stock Exchange on April 21, 2022, with an initial public offering of 16.837 million shares at a price of 163.56 yuan per share [4]. - The total funds raised from the IPO amounted to 2.754 billion yuan, exceeding the original plan by 1.887 billion yuan [4]. Shareholder Structure - The current controlling shareholder is Wang Li, who inherited a 56.38% stake from the late Wang Hanping [3][4]. - Wang Xiaoxia, Wang Li's sister, is a concerted actor and serves as the company's chairperson and general manager [4]. Dividend Distribution - Zhongyi Technology has a history of dividend distributions, including a cash dividend of 20 yuan per 10 shares in June 2022 and a cash dividend of 13 yuan per 10 shares in June 2023 [5][6]. - The company announced a dividend plan for 2023, distributing 1 yuan per 10 shares and a capital increase of 4 shares for every 10 shares held [6].

Group 1 - The core point of the article is that Zhongyi Technology (301150) announced a plan for its shareholder, Yunmeng Zhongyi Technology Investment Center (Limited Partnership), to reduce its holdings by a maximum of 3.4985 million shares, which represents 1.5000% of the company's total share capital [1] - The reduction will take place between July 18, 2025, and October 17, 2025, through centralized bidding and block trading methods [1] - The planned reduction accounts for 1.5493% of the total share capital after excluding the shares held in the company's repurchase special account [1]