" 2 0 2 5年度新财富杂志最佳董秘暨港股最佳IR评选"于2 0 2 5年5月正式启动。 本届评选以A/B股上市公司董事会秘书及证券事务代表成员、港股上市公司IR团队为评选对象，涉及 5 2 6 7家A/B股上市公司以及2 4 6 4家港股上市公司。近3 5 0 0家机构、超2 0万资本圈人士参与投票，覆盖 资本市场主流公募基金、券商资管、保险资管、银行理财子公司、信托公司以及私募基金，管理的资 产规模合计近3 0万亿元。 多达3 1个省市区的地方证券监管机构、香港公司治理公会均参与了辖区优秀董秘及证代的推荐。此 外，本届评选还集结了上市公司治理的"最强大脑"，包括"金殿堂奖"获奖者、公司治理专家、券商研 究相关负责人、投资机构相关负责人、知名学者等超2 0 0位专家，组建成"专家评审团"，他们来自1 7 0 余家上市公司、3 0余家公募基金、3 0家券商研究所和多所知名高校。 最终，3 0 0位"最佳董秘"、5 0个"最佳证代"团队、1 0 2个"港股最佳IR"团队脱颖而出，以下为详细名 单。 | 排序 | 证券代码 | 证券简称 | 董秘姓名 | | --- | --- | --- | --- | | ...

Investment Rating - The report maintains an investment rating of "Outperform the Market" for the new materials industry [8]. Core Insights - The new materials sector outperformed the CSI 300 index in August, with the new materials index rising by 12.30%, surpassing the CSI 300's increase of 7.62% by 4.68 percentage points [8][12]. - The sector's trading volume reached 1.946153 trillion yuan, reflecting a month-on-month increase of 15.59% [8]. - The report highlights the continuous growth in global semiconductor sales, with a year-on-year increase of 19.6% in June 2025, marking the 20th consecutive month of growth [41][42]. - The new materials industry is expected to benefit from the ongoing recovery in downstream demand and the push for domestic substitution, indicating a potential boom period ahead [8]. Summary by Sections 1. Industry Performance Review - The new materials index showed a strong performance in August, ranking 5th among 30 major industry sectors [12]. - Most stocks in the new materials sector rose in August, with 147 out of 170 stocks increasing in value [17]. - The valuation of the new materials sector increased month-on-month, with a PE ratio of 28.22, placing it in the 99th percentile historically since 2022 [21]. 2. Key Industry Data Tracking - Basic metal prices mostly increased in August, with copper rising by 1.01% and aluminum by 1.00% [8][36]. - The export volume of superhard materials increased by 2.29% in July, although the export value decreased by 13.31% [49]. - The prices of rare gases showed a slight decline in August, with helium down by 3.07% [8]. 3. Industry Dynamics - The report notes significant developments in the semiconductor materials sector, with China's semiconductor sales reaching $17.24 billion, a 13.1% year-on-year increase [42]. - The report emphasizes the importance of technological advancements and innovation in driving the growth of the new materials industry [8].

Market Performance - The main board led the gains with notable stocks such as Sanwei Communication (+10.06%), Jin'an Guoji (+10.02%), and Lingyi Technology (+10.01%) [1] - The ChiNext board saw significant increases with Longyang Electronics (+20.01%), Yidong Electronics (+20.01%), and Absen (+20.00%) [1] - The Sci-Tech Innovation board was led by Dingtong Technology (+20.00%), Qi Anxin-U (+18.00%), and SMIC (+17.45%) [1] - Active sub-industries included SW Communication Network Equipment and Devices (+11.26%) and SW Printed Circuit Boards (+10.06%) [1] Domestic News - IDC predicts that by 2029, China's ICT market will approach $889.43 billion, with a five-year CAGR of 7.0%, driven by "national subsidies" boosting consumer product shipments [1] - Tianyi Micro, a domestic micro-display driver chip design company, announced the successful development of a 4K ultra-high-definition current driver chip for 1.3-inch Micro OLED displays, expected to enter mass production in Q2 2026 [1] - Lian Ke Semiconductor successfully grew high-quality 12-inch (304mm) silicon carbide ingots using self-developed technology [1] - Meikaman completed a new round of financing of nearly 500 million yuan to accelerate the evolution of its embodied intelligence technology and expand its product line and application scenarios [1] Company Announcements - Longwei Co., Ltd. reported a total operating income of 603 million yuan for H1 2025, a year-on-year increase of 8.75%, with a net profit of 44 million yuan, up 16.71% [3] - Jinhaitong reported a total operating income of 307 million yuan for H1 2025, a year-on-year increase of 67.86%, with a net profit of 76 million yuan, up 91.56% [3] - Liding Optoelectronics reported a total operating income of 372 million yuan for H1 2025, a year-on-year increase of 26.38%, with a net profit of 129 million yuan, up 64.73% [3] - Huahai Qingke reported a total operating income of 1.95 billion yuan for H1 2025, a year-on-year increase of 30.28%, with a net profit of 505 million yuan, up 16.82% [3] Overseas News - TrendForce data indicates that despite a slight decline in average prices, the NAND Flash industry continues to grow steadily, supported by production cuts and policies from China and the U.S. stimulating demand [1] - A production relocation plan by JETRO and the Indian Industry Federation aims to shift production from Japan to India, including semiconductors and other technologies [1] - AMD unveiled the complete architecture details of its Instinct MI350 series AI accelerator cards, based on 3nm CDNA 4 architecture, integrating 185 billion transistors [1] - AT&T announced the acquisition of part of EchoStar's wireless spectrum licenses for approximately $23 billion, covering over 400 markets in the U.S. [1]

Group 1 - The core viewpoint of the articles indicates that on August 28, the main funds in the Shanghai and Shenzhen markets experienced a net outflow of 38.974 billion yuan, with the ChiNext board seeing a net outflow of 20.532 billion yuan and the CSI 300 index stocks a net outflow of 4.118 billion yuan [1] - Among the 22 first-level industries, the communication industry saw the largest increase, rising by 7.14%, followed by the electronics industry with a 5.53% increase [1] - Six industries received net inflows of main funds, with the communication industry leading at 3.323 billion yuan, followed by the electronics industry at 1.708 billion yuan [1] - The computer industry had the largest net outflow, amounting to 11.062 billion yuan, with the electric equipment, pharmaceutical biology, and machinery equipment industries also experiencing significant outflows [1] Group 2 - Notable individual stocks with significant net inflows include China Rare Earth, which saw a net inflow of 1.813 billion yuan, and Shenghong Technology with 1.512 billion yuan [2][4] - The PCB concept stock Shenghong Technology reported a substantial increase in net profit, achieving 2.143 billion yuan in the first half of the year, a year-on-year growth of 366.89% [2] - The articles highlight that over 160 stocks experienced net outflows exceeding 1 billion yuan, with 25 stocks seeing outflows over 3 billion yuan [5] Group 3 - In the tail end of trading, the main funds saw a net inflow of 8.842 billion yuan, with the ChiNext board contributing 5.827 billion yuan [7] - Leading the tail end net inflows was Dongfang Caifu with 769.15 million yuan, followed by Lingyi Technology with 383.66 million yuan [8] - The articles also mention that Zhongji Xuchuang, a leader in optical modules, experienced a significant net outflow of 105.49 million yuan despite a price increase of over 10% [9][10]

Market Overview - The A-share market experienced an overall increase on August 28, with the Shanghai Composite Index closing at 3843.6 points, up 1.14%, the Shenzhen Component Index at 12571.37 points, up 2.25%, and the ChiNext Index at 2827.17 points, up 3.82% [2] - The total trading volume for both markets was 29,708.03 billion yuan, a decrease of 1,947.62 billion yuan compared to the previous trading day [2] Fund Flow Analysis - The main funds in the two markets saw a net outflow of nearly 39 billion yuan, with an opening net outflow of 17.45 billion yuan and a tail-end net inflow of 8.84 billion yuan [2][3] - The net outflow for the ChiNext was over 20.5 billion yuan, while the CSI 300 index saw a net outflow of 4.12 billion yuan [3][4] Sector Performance - The electronics sector achieved a net inflow of 29.035 billion yuan, with a growth of 3.27%, driven by stocks like Shenghong Technology [5] - The communication sector also saw a net inflow of 5.69 billion yuan, increasing by 3.06%, led by ZTE Corporation [5] - Conversely, the biopharmaceutical sector experienced a significant net outflow of 14.55 billion yuan, declining by 0.50%, with stocks like Tibet Pharmaceutical facing heavy selling [5] Institutional Trading - Notable institutional buying included stocks like Yingweike, which rose by 10.01% with a net purchase of 67.1 million yuan, and International Composite Materials, which increased by 19.97% with a net purchase of 65.5 million yuan [8] - In contrast, major selling was observed in stocks like SMIC, which saw a 17.45% increase but faced a net sell-off of 1,135.25 million yuan by institutions [8][9]

8月28日，A股市场整体上涨。 截至收盘，上证指数收报3843.6点，上涨1.14%；深证成指收报12571.37点，上涨2.25%；创业板指收报2827.17点，上涨 3.82%。两市合计成交29708.03亿元，较上一交易日减少1947.62亿元。 值得注意的是， 中芯国际 涨超17%， 股价 创历史 新高。 在今日科 技股大涨的情况下，机构资金大举卖出中芯国际等科技股。 中芯国际的龙虎榜数据显示，两机构席位卖出中芯国际超11亿元，剑桥科技、天孚通信、领益智造等热门股票也遭机构抛售。 1.两市主力资金净流出近390亿元 今日沪深两市主力资金开盘净流出174.52亿元，尾盘主力资金净流入88.42亿元，两市全天主力资金净流出389.74亿元。 | | | 沪深两市最近五个交易日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | 人得发起 | 超大单净买入 | | 2025-8-28 | -389.74 | -174. 52 | 88. 42 | -122. 21 | | 2025-8-27 | -913.32 | ...

Industry Summary - Six industries received net inflows from main funds, with the communication industry leading at 33.23 billion yuan [1] - The electronic industry followed with a net inflow of 17.08 billion yuan, while real estate, coal, construction materials, and banking also saw inflows exceeding 2.2 billion yuan each [1] - In contrast, the computer industry experienced the largest net outflow at 110.62 billion yuan, with significant outflows also seen in electric equipment, pharmaceutical biology, and machinery, each exceeding 40 billion yuan [1] Stock Summary - Among individual stocks, China Rare Earth saw a net inflow of 18.13 billion yuan, leading the market [2] - Shenghong Technology, a PCB concept stock, had a net inflow of 15.12 billion yuan, with a substantial year-on-year profit increase of 366.89% [2] - Other notable stocks with significant net inflows included ZTE, Xinyisheng, Shanzigaoke, Hongbaoli, and Dongshan Precision [3] Outflow Summary - Over 160 stocks experienced net outflows exceeding 1 billion yuan, with 25 stocks seeing outflows over 3 billion yuan [4] - Leading the outflows were BYD and CATL, each with net outflows exceeding 10 billion yuan [5] - Other stocks with significant outflows included Zhina Compass, Yanshan Technology, Northern Rare Earth, Tianrongxin, Wuliangye, and Shenzhou Digital, each exceeding 4 billion yuan [6] End-of-Day Summary - At the end of the trading day, there was a net inflow of 88.42 billion yuan, with the ChiNext board contributing 58.27 billion yuan [7] - Individual stocks with notable end-of-day inflows included Dongfang Caifu at 7.69 billion yuan and Lingyi Zhi Zao at 3.84 billion yuan [8] - Conversely, Zhongji Xuchuang saw a significant end-of-day outflow of 1.05 billion yuan, with CATL and Tianrongxin also experiencing outflows exceeding 900 million yuan [10]

Market Overview - A total of 66 stocks hit the daily limit up in the A-share market, with 58 stocks after excluding 8 ST stocks, resulting in a sealing rate of 72.53% [1] Top Performers - Tianpu Co., Ltd. had the highest sealing order amount exceeding 1 billion CNY, with a sealing order volume of 247,400 hands [2][4] - The top three stocks by sealing order volume were Zhaoxin Co., Ltd. (716,800 hands), Dechuang Environmental Protection (394,100 hands), and Yanshan Technology (392,900 hands) [2] Continuous Limit Up Stocks - Tianpu Co., Ltd. achieved 5 consecutive limit ups, while Dechuang Environmental Protection, Qiming Information, and Guoguang Chain achieved 3 consecutive limit ups [3] Fund Inflows - The optical communication concept index surged by 7.7% with over 10 billion CNY of net inflow from main funds [5] - Key stocks in the optical communication sector included Tianfu Communication, Dongshan Precision, Changfei Optical Fiber, and TeFa Information [6] Company Highlights - Tianfu Communication focuses on the R&D, production, and sales of various high-speed optical devices, providing integrated solutions [6] - Dongshan Precision's acquisition of Solstice Optoelectronics enhances its capabilities in optical communication modules and components [7] - Changfei Optical Fiber is advancing the R&D and industrialization of hollow-core optical fibers, maintaining a leading position in the field [8] PCB Sector - Key stocks in the PCB sector included Jin'an Guoji, Shennan Circuit, and Chongda Technology, with Jin'an Guoji primarily serving PCB factories [9] Satellite Communication - The Ministry of Industry and Information Technology issued guidelines to optimize business access and promote the development of the satellite communication industry [11] - Notable stocks included Xingwang Yuda and Sanwei Communication, with the former developing high-throughput satellite antennas and the latter enhancing global satellite network resources [12] Institutional and Retail Activity - Deep Stock Connect saw net purchases of Tianfu Communication exceeding 1.2 billion CNY, with the top three net purchases being Tianfu Communication, China Rare Earth, and Yingwei Keji [13][14] - Institutional net purchases were led by Yingwei Keji, International Composite Materials, and Yanshan Technology [15] ETF Insights - The 500 Quality Growth ETF, tracking the CSI 500 Quality Growth Index, experienced a 2.73% change over the past five days, with a current PE ratio of 17.56 times [19]

| 证券代码：002600 | 证券简称：领益智造 | 公告编号：2025-113 | | --- | --- | --- | | 债券代码：127107 | 债券简称：领益转债 | | 广东领益智造股份有限公司 关于公司股票交易异常波动的公告 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。 2、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； 3、公司目前经营情况正常，内外部经营环境未发生重大变化； 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事项； 5、经核查，股票异常波动期间控股股东、实际控制人未发生买卖公司股票 的行为，也未发生公司董事、监事及高级管理人员买卖公司股票的行为； 6、公司不存在违反公平信息披露规定的情形。 一、股票交易异常波动的情况介绍 广东领益智造股份有限公司（以下简称"公司"）股票于 2025 年 8 月 26 日、 2025 年 8 月 27 日、2025 年 8 月 28 日连续三个交易日收盘价格涨幅偏离值累计 超过 20%，根据深圳证 ...

（责任编辑：何潇） 中国经济网北京8月28日讯 领益智造(002600.SZ)今日涨停，收报16.26元，涨幅10.01%。 | 序号 上控日期号 | | 上榜原 | | --- | --- | --- | | 2025-08-28 明细 股吧 16.26 10.01% 2 2 33599 46 | ব | 79075.66 -45476.20 1198764.91 -3.79% 11.41% 1122 日涨幅偏离值达到 | 龙虎榜数据显示，作为日涨幅偏离值达到7%的前5只证券，领益智造买入金额最大的前五名中，有2家机构专用席位；领益智造卖出金额最大的前五名 中，有4家机构专用席位。经统计，领益智造的机构席位今日净卖出金额为45476.20万元。 | 买入金额最大的前5名 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | 卖出金额(万) | | 1 深股通专用 | | | 641次 48.83% 2 | 65956.38 | 5.50% | 34524.53 | | ...