Company Overview - Shenghong Technology Co., Ltd. is located in Huizhou, Guangdong Province, and specializes in the research, development, production, and sales of new electronic devices, primarily printed circuit boards (PCBs) [1][2] - The company was established on July 28, 2006, and went public on June 11, 2015 [1] Financial Performance - For the first half of 2025, Shenghong Technology achieved a revenue of 9.031 billion yuan, representing a year-on-year growth of 86.00%, and a net profit attributable to shareholders of 2.143 billion yuan, with a significant year-on-year increase of 366.89% [2] - The company has distributed a total of 1.483 billion yuan in dividends since its A-share listing, with 583 million yuan distributed over the past three years [3] Stock Performance - As of September 25, the stock price of Shenghong Technology was 301.20 yuan per share, with a market capitalization of 259.842 billion yuan [1] - The stock has seen a year-to-date increase of 620.73%, but has experienced a decline of 6.89% over the last five trading days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent net buy of 2.117 billion yuan on September 5 [1] Shareholder Information - As of September 19, the number of shareholders increased to 164,800, up by 18.55%, while the average number of circulating shares per person decreased by 15.65% to 5,189 shares [2] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable changes in their holdings [3] Industry Context - Shenghong Technology operates within the electronic components sector, specifically in the PCB industry, and is associated with concepts such as Foxconn, Tesla, new energy vehicles, and the Apple supply chain [2]

来源：新浪证券-红岸工作室 9月24日，中英科技涨6.02%，成交额1.98亿元，换手率10.43%，总市值30.32亿元。 异动分析 PCB概念+毫米波雷达+5G+华为概念+专精特新 1、根据2025年4月21日公告：PCB制造的关键基础材料，为移动通信设备提供可靠的电气连接平台，公 司产品已获得国内外多家知名PCB制造商的认可与采用。 2、2023年2月22日互动易回复：公司生产的高频覆铜板是无人驾驶毫米波雷达的原材料之一，ZYF- 6000系列目前已小批量生产。 3、公司生产的高频通信材料目前主要应用于移动通信领域的 5G、 4G 基站天线。 4、公司产品通过华为的认证，可被用于相关产品制造。 5、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部专精特新 小巨人企业名单。 公司简介 资料显示，常州中英科技股份有限公司位于江苏省常州市钟楼区正强路28号，成立日期2006年3月28 日，上市日期 ...

Group 1 - The core viewpoint of the news is that Bojie Co., Ltd. has shown significant stock performance with a year-to-date increase of 104.89% and a recent decline of 2.03% over the last five trading days [1] - As of September 24, Bojie Co., Ltd. has a market capitalization of 9.963 billion yuan and a trading volume of 269 million yuan, with a turnover rate of 4.16% [1] - The company has been actively traded, appearing on the "Dragon and Tiger List" three times this year, with the latest appearance on September 19, where it recorded a net buy of -61.3071 million yuan [1] Group 2 - Bojie Co., Ltd. operates in the mechanical equipment sector, specifically in automation equipment and industrial control devices, and is associated with major concepts such as Tesla and Apple supply chains [2] - For the first half of 2025, Bojie Co., Ltd. reported a revenue of 672 million yuan, reflecting a year-on-year growth of 17.48%, and a net profit attributable to shareholders of 20.1921 million yuan, up 11.55% [2] - The company has distributed a total of 221 million yuan in dividends since its A-share listing, with 2.00491 million yuan distributed in the last three years [3]

Company Overview - Northern Copper Industry Co., Ltd. is located in Yuan City, Shanxi Province, established on April 2, 1996, and listed on April 28, 1997. The company’s main business includes copper mining, ore dressing, smelting, and processing of products such as gold-containing copper concentrate, anode mud, gold ingots, silver ingots, sulfuric acid, selenium powder, copper and copper alloys, high-precision copper strips, high-performance rolled copper foil, and copper-clad boards [2] Business Performance - As of September 10, 2023, Northern Copper's revenue composition is as follows: cathode copper 73.68%, precious metals 19.74%, copper strips and rolled copper foil 4.93%, others 0.85%, and sulfuric acid 0.80% [2] - For the first half of 2025, Northern Copper achieved operating revenue of 12.811 billion yuan, a year-on-year increase of 3.13%, and a net profit attributable to shareholders of 487 million yuan, a year-on-year increase of 5.87% [2] Stock Performance - On September 22, 2023, Northern Copper's stock price fell by 2.04% to 13.43 yuan per share, with a trading volume of 541 million yuan and a turnover rate of 2.08%, resulting in a total market capitalization of 25.58 billion yuan [1] - Year-to-date, Northern Copper's stock price has increased by 74.64%, with a decline of 3.80% over the last five trading days, a rise of 7.44% over the last 20 days, and an increase of 24.93% over the last 60 days [1] Shareholder Information - As of June 30, 2025, the number of shareholders of Northern Copper is 120,600, a decrease of 1.50% from the previous period, with an average of 15,788 circulating shares per person, an increase of 1.52% [2][3] - The company has distributed a total of 601 million yuan in dividends since its A-share listing, with 387 million yuan distributed in the last three years [3] Institutional Holdings - Among the top ten circulating shareholders as of June 30, 2025, Hong Kong Central Clearing Limited is the seventh largest shareholder with 11.309 million shares, a decrease of 13.578 million shares from the previous period. Southern CSI 1000 ETF is the eighth largest shareholder with 8.796 million shares, being a new shareholder [3]

Company Overview - Si Hui Fu Shi Electronic Technology Co., Ltd. is located in Zhaoqing City, Guangdong Province, and was established on August 28, 2009. The company was listed on July 13, 2020. Its main business involves the research, production, and sales of printed circuit boards (PCBs) [1]. - The revenue composition of the company is 93.96% from printed circuit boards and 6.04% from other supplementary sources [1]. Financial Performance - For the first half of 2025, Si Hui Fu Shi achieved operating revenue of 860 million yuan, representing a year-on-year growth of 31.63%. However, the net profit attributable to shareholders decreased by 15.89% to 75.39 million yuan [2]. - Since its A-share listing, the company has distributed a total of 140 million yuan in dividends, with 83.80 million yuan distributed over the past three years [3]. Stock Market Activity - As of September 22, the stock price of Si Hui Fu Shi was 43.22 yuan per share, with a market capitalization of 6.106 billion yuan. The stock has increased by 65.71% year-to-date but has seen a decline of 6.27% over the last five trading days [1]. - The company has experienced a net outflow of 12.71 million yuan in principal funds, with significant selling pressure from large orders [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 11.48% to 13,800, while the average circulating shares per person decreased by 10.30% to 9,913 shares [2]. - Among the top ten circulating shareholders, Ping An Advanced Manufacturing Theme Stock A (019457) is the fifth largest, holding 1.579 million shares, an increase of 188,700 shares from the previous period [3].

Company Overview - Suzhou Delong Laser Co., Ltd. is located in the Suzhou Industrial Park, Jiangsu, China, established on April 4, 2005, and listed on April 29, 2022 [2] - The company specializes in the research, production, and sales of precision laser processing equipment and lasers, providing laser processing services to customers [2] - The revenue composition includes: precision laser processing equipment (72.10%), parts sales and maintenance (10.22%), lasers (8.18%), laser processing services (7.28%), laser equipment leasing services (1.59%), and other (0.63%) [2] Financial Performance - As of June 30, the company had 6,337 shareholders, an increase of 11.55% from the previous period, with an average of 16,310 circulating shares per person, up 16.39% [2] - For the first half of 2025, the company achieved operating revenue of 285 million yuan, a year-on-year increase of 2.49%, while the net profit attributable to the parent company was -15.48 million yuan, a decrease of 56.92% year-on-year [2] Stock Performance - On September 22, the stock price of Delong Laser fell by 2.36%, trading at 41.80 yuan per share, with a total market capitalization of 4.32 billion yuan [1] - Year-to-date, the stock price has increased by 85.86%, with a 1.09% decline over the last five trading days, a 12.55% increase over the last 20 days, and a 65.87% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on September 8, where the net buying was -579,400 yuan [1] Dividend Information - Since its A-share listing, Delong Laser has distributed a total of 124 million yuan in dividends, with 72.25 million yuan distributed over the past three years [3]

Core Viewpoint - Dazong Laser's stock has shown significant growth this year, with a year-to-date increase of 65.67%, and the company is experiencing notable trading activity and changes in shareholder structure [1][2]. Group 1: Stock Performance - On September 19, Dazong Laser's stock price decreased by 2.06%, trading at 40.85 CNY per share, with a total transaction volume of 1.503 billion CNY and a turnover rate of 3.79% [1]. - The stock has increased by 6.57% over the last five trading days, 21.43% over the last 20 days, and 69.64% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 452 million CNY on August 11 [1]. Group 2: Financial Performance - For the first half of 2025, Dazong Laser reported a revenue of 7.613 billion CNY, representing a year-on-year growth of 19.79%, while the net profit attributable to shareholders decreased by 60.15% to 488 million CNY [2]. - Cumulative cash dividends since the company's A-share listing amount to 3.713 billion CNY, with 779 million CNY distributed over the past three years [3]. Group 3: Shareholder Structure - As of June 30, 2025, the number of shareholders increased to 165,300, with an average of 5,925 circulating shares per person, a decrease of 4.64% from the previous period [2]. - The second-largest shareholder is Hong Kong Central Clearing Limited, holding 25.3518 million shares, a decrease of 4.444 million shares from the previous period [3]. - Other notable shareholders include various ETFs, with increases in holdings for several funds, indicating a shift in institutional investment [3].

Group 1 - The core viewpoint of the news is that Mingyang Circuit experienced a decline in stock price and trading activity, with a notable net outflow of funds [1] - As of September 19, Mingyang Circuit's stock price was 17.57 yuan per share, with a total market capitalization of 6.289 billion yuan [1] - The company has seen a year-to-date stock price increase of 17.06%, but a recent decline of 4.30% over the last five trading days [1] Group 2 - As of June 30, the number of shareholders for Mingyang Circuit increased by 1.35% to 27,900, while the average circulating shares per person decreased by 1.33% to 12,191 shares [2] - For the first half of 2025, Mingyang Circuit reported a revenue of 882 million yuan, representing a year-on-year growth of 13.11%, and a net profit attributable to shareholders of 41.5075 million yuan, up 32.60% year-on-year [2] - Since its A-share listing, Mingyang Circuit has distributed a total of 535 million yuan in dividends, with 209 million yuan distributed over the past three years [2]

Company Overview - Fangzheng Technology is located in Changning District, Shanghai, and was established on November 15, 1993, with its listing date on December 19, 1990. The company primarily engages in the production and sales of PCB products, internet access services, and IT system integration and solutions. The revenue composition is 98.83% from product sales and 1.17% from service provision [1]. Stock Performance - On September 19, Fangzheng Technology's stock price decreased by 2.05%, trading at 11.44 yuan per share, with a total transaction volume of 1.473 billion yuan and a turnover rate of 3.03%. The total market capitalization is 48.892 billion yuan [1]. - Year-to-date, Fangzheng Technology's stock price has increased by 160.59%, with a 1.24% rise over the last five trading days, a 44.99% increase over the last 20 days, and a 117.08% increase over the last 60 days [1]. Capital Flow - In terms of capital flow, there was a net outflow of 64.6221 million yuan from main funds, with large orders buying 357 million yuan (24.21% of total) and selling 326 million yuan (22.13% of total). Notably, on September 12, the stock appeared on the "Dragon and Tiger List" with a net purchase of 295 million yuan [1]. Financial Performance - For the first half of 2025, Fangzheng Technology reported a revenue of 2.14 billion yuan, representing a year-on-year growth of 35.60%. The net profit attributable to shareholders was 173 million yuan, reflecting a year-on-year increase of 15.29% [2]. Shareholder Information - As of June 30, 2025, Fangzheng Technology had 216,600 shareholders, a decrease of 9.04% from the previous period. The average circulating shares per person increased by 9.94% to 19,256 shares [2]. - The company has cumulatively distributed 298 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [3]. Institutional Holdings - Among the top ten circulating shareholders as of June 30, 2025, the Southern CSI 1000 ETF (512100) is the eighth largest shareholder with 26.9395 million shares, marking a new entry. The Hong Kong Central Clearing Limited is the ninth largest shareholder with 26.6928 million shares, also a new entry. The China Aviation Opportunity Leading Mixed Fund A (018956) has exited the top ten circulating shareholders list [3].

Company Overview - Dongshan Precision has seen a stock price increase of 169.38% year-to-date, with a recent 2.78% rise over the last five trading days and a 47.33% increase over the last 20 days [2] - The company specializes in the manufacturing and service of precision sheet metal parts, precision castings, and flexible circuit boards, with main business revenue composition being 65.23% from electronic circuit products, 17.98% from touch panels and LCD modules, 13.93% from precision components, 1.69% from LED display devices, and 1.17% from other sources [2] Financial Performance - For the first half of 2025, Dongshan Precision achieved a revenue of 16.955 billion yuan, representing a year-on-year growth of 1.96%, while the net profit attributable to shareholders was 758 million yuan, reflecting a significant increase of 35.21% [3] - The company has distributed a total of 1.544 billion yuan in dividends since its A-share listing, with 731 million yuan distributed over the past three years [4] Shareholder Information - As of September 10, 2025, the number of shareholders increased to 84,300, with an average of 16,451 circulating shares per person, a decrease of 2.04% from the previous period [3] - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 63.4631 million shares, an increase of 14.0925 million shares from the previous period [4] Market Activity - On September 19, Dongshan Precision's stock price fell by 2.05% to 78.47 yuan per share, with a trading volume of 1.597 billion yuan and a turnover rate of 1.45%, resulting in a total market capitalization of 143.726 billion yuan [1] - The stock has appeared on the "Dragon and Tiger List" eight times this year, with the most recent appearance on September 11, where it recorded a net purchase of 487 million yuan [2]