Group 1 - On August 7, the financing buy-in amount for Xin Heng Hui was 200 million yuan, ranking 137th in the two markets, with a financing repayment amount of 232 million yuan on the same day, resulting in a net sell of 32.447 million yuan [1] - Over the last three trading days from August 5 to August 7, Xin Heng Hui received financing buy-ins of 233 million yuan, 217 million yuan, and 200 million yuan respectively [1] Group 2 - In terms of securities lending, there were no shares sold or net sold on that day [2]

最新一期业绩显示，2025年一季报，公司实现营业收入2.41亿元，同比24.71%；净利润5131.65万元， 同比-2.26%，销售毛利率32.53%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13新恒汇123.05122.2717.88227.39亿行业平均 106.82119.539.80300.97亿行业中值72.1674.394.65124.57亿1扬杰科技27.8630.433.38305.04亿2新洁能 31.1531.743.40137.93亿3天德钰32.1338.144.65104.83亿4盛剑科技33.7234.172.4340.97亿5晶晨股份 34.1236.644.52301.13亿6聚辰股份35.1441.005.14119.00亿7路维光电35.4736.974.8970.57亿8华海清科 36.6337.755.74386.38亿9盛美上海37.0145.126.31520.28亿10江丰电子37.2746.353.96185.64亿11长电科技 37.5239.112.26629.52亿12北方华创39.6242.737.352402.00亿 本文源自：金融界 ...

Group 1 - The eSIM market is expected to continue expanding, with significant growth projected in both smartphone and IoT sectors [6][5] - Major US tariffs on chips and semiconductors announced by President Trump could impact the industry, with a potential 100% tariff on imports unless produced domestically [1] - The US stock market showed positive movement, with the Dow Jones up 0.18%, S&P 500 up 0.73%, and Nasdaq up 1.21% [1] Group 2 - eSIM concept stocks have seen a notable increase, with an average rise of 10.4% this week among 13 stocks in the eSIM industry chain [2] - Leading eSIM concept stocks include Cheng Tian Wei Ye, Si Te Qi, Dong Xin He Ping, and Xin Heng Hui, with Cheng Tian Wei Ye showing the highest increase of 30.47% [3][7] - The three major Chinese telecom operators have restarted eSIM services, with China Unicom leading the way in resuming operations [5] Group 3 - Companies in the eSIM sector are reporting strong performance, with several firms indicating significant growth in their earnings forecasts [7] - Mei Ge Intelligent expects a net profit of 70 million to 85 million yuan, representing a year-on-year growth of 109.07% to 153.87% [7] - Yi Yuan Communication anticipates a net profit of 463 million yuan, reflecting a year-on-year increase of 121.13% [7]

Group 1 - The eSIM market is expected to continue expanding, with significant growth projected in both smartphone and IoT sectors [4][5] - Major telecom operators in China have restarted eSIM services, with China Unicom leading the way in resuming operations [3][4] - eSIM technology is transitioning from being exclusive to wearable devices to becoming a foundational digital technology, enhancing the digital economy [4][5] Group 2 - eSIM concept stocks have seen an average increase of 10.4% this week, with notable performers including Cheng Tian Wei Ye and Si Te Qi [2][3] - Cheng Tian Wei Ye reported a 30.47% increase in stock price, driven by growing demand for smart card applications in new fields [5][6] - Mei Ge Intelligent and Yi Yuan Communication are expected to report significant year-on-year profit growth, with Mei Ge projecting a net profit increase of 109.07% to 153.87% [6]

风险提示：本文基于公开数据整理，不构成投资建议。证券交易存在市场波动风险，投资者需审慎决 策。 本文源自：金融界 作者：A股君 卖方席位呈现机构集中离场态势，四家机构专用席位合计卖出金额达16387.67万元。值得注意的是，招 商证券深圳益田路免税商务大厦营业部以3367.51万元金额占据卖五位置，该席位被业内认为是游资金 田路的常用交易通道。 从历史数据来看，买方前五席位中，华泰证券深圳前海营业部近三个月上榜后个股三日上涨概率达 53.85%，显著高于其他席位表现。而三家机构专用席位的共同特征显示，其近三个月上榜个股后三日 上涨概率稳定在43.19%水平。 8月6日盘后数据显示，新恒汇因日换手率超30%登上龙虎榜。从交易席位观察，中信证券浙江分公司以 3423.12万元金额位列买方首位，该席位被市场视为游资大佬方新侠的常用交易通道。买方阵营同时出 现三家机构专用席位，分别买入2828.97万元、2062.00万元和1936.01万元，华泰证券深圳前海营业部则 以1564.34万元金额跻身买方前五，该营业部与知名游资涅槃重生存在关联。 ...

近半年该股累计上榜龙虎榜12次，上榜次日股价平均涨3.43%，上榜后5日平均涨9.28%。 资金流向方面，今日该股主力资金净流出1.86亿元，其中，特大单净流出1.11亿元，大单资金净流出 7447.75万元。近5日主力资金净流出4145.42万元。（数据宝） 新恒汇8月6日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 中信证券股份有限公司浙江分公司 | 3423.12 | 2744.18 | | 买二 | 机构专用 | 2828.97 | 3628.11 | | 买三 | 机构专用 | 2062.00 | 3876.94 | | 买四 | 机构专用 | 1936.01 | 3372.58 | | 买五 | 华泰证券股份有限公司深圳前海证券营业部 | 1564.34 | 634.65 | | 卖一 | 机构专用 | 221.61 | 5510.04 | | 卖二 | 机构专用 | 2062.00 | 3876.94 | | 卖三 | 机构专用 | 2828.97 | 36 ...

Group 1 - The core viewpoint of the news is that Xin Heng Hui has shown significant stock performance with a 16.23% increase on August 5, 2023, and a trading volume of 1.817 billion yuan [1] - On August 5, Xin Heng Hui had a financing buy-in amount of 233 million yuan and a net financing purchase of 41.84 million yuan, with a total financing and margin balance of 386 million yuan, which represents 9.25% of its market capitalization [1] - The company specializes in smart card business, etched lead frame business, and IoT eSIM chip testing services, with revenue contributions from flexible lead frames (33.64%), smart card modules (33.18%), etched lead frames (22.16%), IoT eSIM chip testing (5.61%), and others [1] Group 2 - As of June 20, 2023, Xin Heng Hui had 53,400 shareholders, an increase of 296,366.67% compared to the previous period, with an average of 852 circulating shares per shareholder [2] - For the first quarter of 2025, Xin Heng Hui reported a revenue of 241 million yuan, a year-on-year increase of 24.71%, while the net profit attributable to the parent company was 51.32 million yuan, a decrease of 2.26% year-on-year [2]

融券方面，当日融券卖出0.00万股，净卖出0.00万股。 本文源自：金融界 作者：智投君 8月5日，沪深两融数据显示，新恒汇获融资买入额2.33亿元，居两市第99位，当日融资偿还额1.91亿 元，净买入4184.35万元。 最近三个交易日，1日-5日，新恒汇分别获融资买入1.84亿元、1.48亿元、2.33亿元。 ...

（一）经核实，公司前期披露的信息不存在需要更正、补充之处。 （二）经核实，公司未发现近期公共传媒报道了可能或已经对本公司股票交 易价格产生较大影响的未公开重大信息。 （三）经核实，近期公司经营情况及内外部经营环境未发生重大变化。 一、股票交易异常波动的具体情况 新恒汇电子股份有限公司（以下简称"公司"）股票（证券简称：新恒汇， 证券代码：301678）于 2025 年 8 月 1 日、2025 年 8 月 4 日、2025 年 8 月 5 日连 续三个交易日收盘价格涨幅偏离值累计超过 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，公司董事会对公司、控股股东及实际控制人就 相关问题进行了核实，现将相关情况说明如下： 证券代码：301678 证券简称：新恒汇 公告编号：2025-006 新恒汇电子股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 制工作正常进行中。根据《深圳证券交易所创业板股票上市规则》等法律法规， 公司不存在需披露业绩预告或业绩快报的情形，且未 ...

南财智讯8月5日电，新恒汇公告，公司股票于2025年8月1日、2025年8月4日、2025年8月5日连续三个交 易日收盘价格涨幅偏离值累计超过30%，构成股票交易异常波动。经核实，公司前期披露的信息不存在 需要更正、补充之处；公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大影响的 未公开重大信息；近期公司经营情况及内外部经营环境未发生重大变化；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，或处于筹划阶段的重大事项；公司控股股东、实际控制 人在股票异动期间不存在买卖公司股票的情形。公司提醒投资者关注官方披露信息，理性投资，注意风 险。公司计划于2025年8月19日披露2025年半年度报告，目前编制工作进展顺利。 ...