Market Overview - As of July 3, the Shanghai Composite Index closed at 3461.15 points, up by 6.36 points, with a gain of 0.18% [1] - The Shenzhen Component Index closed at 10534.58 points, increasing by 121.96 points, representing a rise of 1.17% [1] - The ChiNext Index ended at 2164.09 points, up by 40.37 points, reflecting a growth of 1.90% [1] Stock Performance - A total of 118 A-shares had a turnover rate exceeding 20%, with seven stocks, including Xining Electric and Yihua New Materials, having turnover rates above 50% [1] - Notable stocks with high turnover rates include: - Xining Electric (301388) with a turnover rate of 64.19% and a closing price of 28.12 yuan, down by 5.00% [1] - Yihua New Materials (301176) with a turnover rate of 57.71% and a closing price of 32.64 yuan, up by 20.00% [1] - Good Up Good (001298) with a turnover rate of 55.09% and a closing price of 38.68 yuan, up by 10.01% [1] - Other significant stocks include Bofei Electric (001255), Zhilifang (301312), and Southern Road Machinery (603280) with turnover rates above 50% [1] Additional Stock Insights - Other stocks with notable turnover rates include: - Yuyin Co. (002177) with a turnover rate of 50.30% and a closing price of 7.43 yuan, down by 9.83% [1] - Daye Intelligent (300670) with a turnover rate of 48.51% and a closing price of 8.21 yuan, up by 4.45% [1] - Shenwei Haina (300961) with a turnover rate of 47.78% and a closing price of 23.08 yuan, up by 6.56% [1] - The data indicates a significant level of trading activity in the market, particularly among certain stocks, suggesting potential volatility and investor interest [1]

Group 1 - The A-share PCB concept stocks experienced a surge, with Jin'an Guoji hitting the daily limit, indicating strong market interest [1] - Pengding Holdings rose over 7%, reflecting positive investor sentiment towards the PCB sector [1] - Other companies such as Zhongjing Electronics, Shennan Circuit, Yihua New Materials, and Guanghe Technology also saw increases, suggesting a broader rally in the industry [1]

Group 1 - PCB concept stocks experienced a surge, with Jin'an Guoji (002636) hitting the daily limit up [1] - Pengding Holdings (002938) rose over 7%, indicating strong market interest [1] - Other companies such as Zhongjing Electronics (002579), Shennan Circuit (002916), Yihau New Materials (301176), and Guanghe Technology (001389) also saw increases in their stock prices [1]

Core Viewpoint - Yihau New Materials experienced a decline of 4.95% today, with a turnover rate of 54.43% and a trading volume of 863 million yuan, indicating significant market activity and potential volatility [2] Trading Activity - The stock was listed on the Dragon and Tiger list due to its turnover rate reaching 54.43%, with institutional investors net selling 2.9932 million yuan [2] - The top five trading departments accounted for a total transaction volume of 238 million yuan, with buying amounting to 75.6958 million yuan and selling amounting to 162 million yuan, resulting in a net sell of 86.6992 million yuan [2] - Among the trading departments, four institutional specialized seats were involved, with total buying of 48.6309 million yuan and selling of 51.6240 million yuan, leading to a net sell of 2.9932 million yuan [2] Historical Performance - Over the past six months, the stock has appeared on the Dragon and Tiger list seven times, with an average price increase of 4.75% the day after being listed and an average increase of 7.59% over the following five days [2] Capital Flow - Today, the stock saw a net outflow of 47.0844 million yuan in main funds, with a significant outflow of 55.8552 million yuan from large orders, while smaller orders saw a net inflow of 8.7708 million yuan [2] - In the past five days, the main funds have seen a net inflow of 125 million yuan [2]

Group 1 - Shandong Molong, Zhun Oil Co., and Maohua Shihua all experienced a limit down in their stock prices during the bidding session, indicating significant selling pressure in the oil and gas sector [1][2] - Nord Co. and Xiangtan Electric achieved a high opening, with Xiangtan Electric rising by 9.91%, while Nord Co. opened lower by 2.65% [1][2] - The military industry stock Changcheng Military Industry opened lower by 4.55%, reflecting a negative sentiment in that sector [1][2] Group 2 - The chip industry chain stock Xingye Co. reached a limit up, indicating strong buying interest, while Jianye Co. also saw a limit up, suggesting positive market sentiment [1][2] - PCB sector stock Yihua New Materials opened lower by 0.85%, indicating a slight decline in investor confidence [1][2] - Stablecoin concept stock Annie Co. opened higher by 2.62%, showing resilience in the market [1][2]

赣州逸豪新材料股份有限公司 关于持股 5%以上股东减持股份比例达到 1% 暨减持计划完成的公告 股东赣州逸源股权投资基金合伙企业（有限合伙）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。 赣州逸豪新材料股份有限公司（以下简称"公司"）于 2025 年 4 月 29 日 在巨潮资讯网（www.cninfo.com.cn）披露了《关于持股 5%以上股东减持股份的 预披露公告》（公告编号：2025-021），公司股东赣州逸源股权投资基金合伙企 业（有限合伙）（以下简称"逸源基金"）计划在上述减持计划披露之日起 15 个 交易日后的 3 个月内通过集中竞价交易方式减持公司股份不超过 1,654,970 股， 即不超过公司当前总股本的 1.00%。 公司于近日收到逸源基金出具的《关于减持数量达到 1%暨减持计划完成的 告知函》，股东逸源基金本次减持计划已实施完毕。根据《中华人民共和国证券 法》《深圳证券交易所创业板股票上市规则》《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 ...

证券代码：301176 证券简称：逸豪新材 公告编号：2025-025 针对公司股票交易异常波动情形，公司董事会通过自查及电话、书面问询、 现场问询等方式，对公司、公司控股股东、实际控制人就相关问题进行了核实， 具体情况如下： 赣州逸豪新材料股份有限公司 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股票交易异常波动的具体情况 赣州逸豪新材料股份有限公司（以下简称"公司"） （证券简称：逸豪新材， 证券代码：301176）于 2025 年 6 月 18 日至 2025 年 6 月 19 日连续两个交易日内 日收盘价格涨幅偏离值累计达到 30%。根据《深圳证券交易所交易规则》的有关 规定，属于股票交易异常波动的情况。 二、公司关注并核实情况的说明 《证券日报》《 》及巨潮资讯网（http://www.cninfo.com.cn）为公司选 定的信息披露媒体，公司所有信息均以在上述指定媒体刊登的信息为准。公司将 严格按照有关法律法规的规定和要求，认真履行信息披露义务，及时做好信息披 露工作。敬请广大投资者理性投资，注意风险。 五、备查文件 公司关于股票交易异常波 ...

Summary of Key Points from Conference Call Records Industry or Company Involved - **AI Glasses**: Multiple significant products are set to be released, including those from Meta and Xiaomi [2][15] - **Liquid Cooling**: National standards for liquid cooling are about to be published, indicating growth in this sector [3] - **Superconductors**: Shanghai Superconductor's IPO application has been accepted, aiming to raise 1.2 billion yuan for high-temperature superconducting materials [4][17] - **POE Particles**: Domestic production of POE particles is being initiated to replace imports [5][16] - **High-end PCB**: Companies like Zhongjing Electronics and Yihua New Materials are involved in high-end PCB production for various applications [6][10] - **Air Conditioning Components**: Shunwei Co. is a leading supplier of air conditioning fan blades, indirectly supplying Xiaomi [7][16] - **Laser Defense Systems**: New developments in lightweight laser defense systems are being tested [12][17] Core Points and Arguments - **AI Glasses Market**: - Meta plans to release new AI glasses with expected sales of 4-5 million units in 2025 [15] - Xiaomi's AI glasses are in small-scale production with projected sales of 300,000-500,000 units [15] - Companies like Biyi Co. and Lianchuang Optoelectronics are heavily involved in AR/VR technologies [15] - **Liquid Cooling Industry**: - The market for liquid cooling servers in China is projected to reach $16.2 billion by 2029, with a CAGR of 46.8% from 2024 to 2029 [3] - Current penetration in data centers is below 10%, indicating significant growth potential [3] - **Superconductors**: - Shanghai Superconductor holds over 80% market share in domestic high-temperature superconducting materials [17] - The company reported a revenue increase of 189% year-on-year, reaching 240 million yuan in 2024 [17] - **POE Particles**: - The domestic market for POE is expected to reach 50-60 billion yuan in 2025, with significant import substitution potential [16] - The company anticipates net profits of 0.5 billion yuan in 2025, increasing to 5.2 billion yuan by 2027 [16] - **High-end PCB**: - Companies are focusing on high-end applications in AI, VR, and gaming, with significant demand for flexible circuit boards [16] - The domestic high-end PCB market is experiencing rapid growth due to increased demand from tech companies [16] - **Air Conditioning Components**: - Shunwei Co. has a global market share of over 35% in plastic air conditioning fan blades [7] - The company is also involved in the low-altitude economy through partnerships in agricultural drone technology [16] Other Important but Possibly Overlooked Content - **Market Dynamics**: The AI glasses market is highly competitive, with major players like Meta and Xiaomi launching new products [15] - **Regulatory Environment**: The upcoming national standards for liquid cooling may streamline the industry and enhance growth prospects [3] - **Investment Opportunities**: Companies involved in superconductors and liquid cooling are positioned for significant growth due to technological advancements and market demand [4][3] - **Financial Performance**: Many companies are reporting substantial year-on-year growth, indicating a robust recovery and expansion in their respective sectors [17][16] This summary encapsulates the critical insights from the conference call records, highlighting the evolving landscape of various industries and the companies poised to benefit from these trends.

逸豪新材（301176）发布股票交易异常波动公告，公司于2025年6月18日至2025年6月19日连续两个交易 日内收盘价格涨幅偏离值累计达到30%，属于股票交易异常波动情况。经核查，公司前期披露的信息不 存在需要更正、补充之处，近期未发现公共传媒报道了与公司相关且市场关注度较高的信息，公司近期 生产经营情况及内外部经营环境未发生重大变化，公司生产经 ...

本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 证券代码：301176 证券简称：逸豪新材 公告编号：2025-025 赣州逸豪新材料股份有限公司 股票交易异常波动公告 2、公司未发现近期公共传媒报道了与公司相关且市场关注度较高的信息。 3、公司近期生产经营情况及内外部经营环境未发生重大变化，公司生产经 营正常。 一、股票交易异常波动的具体情况 赣州逸豪新材料股份有限公司（以下简称"公司"）（证券简称：逸豪新材， 证券代码：301176）于 2025 年 6 月 18 日至 2025 年 6 月 19 日连续两个交易日内 日收盘价格涨幅偏离值累计达到 30%。根据《深圳证券交易所交易规则》的有关 规定，属于股票交易异常波动的情况。 二、公司关注并核实情况的说明 针对公司股票交易异常波动情形，公司董事会通过自查及电话、书面问询、 现场问询等方式，对公司、公司控股股东、实际控制人就相关问题进行了核实， 具体情况如下： 1、公司前期披露的信息不存在需要更正、补充之处。 4、公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大 事项，也不存在处于筹划阶段的重大 ...