10月10日，市政协主席张东一行深入委员所在企业，围绕企业运营发展、技术创新突破及营商环境优化等关键问题开展调研，实地了解企业发展现状，倾 听发展诉求，为企业高质量发展把脉支招。市政协秘书长江汛参加。 在安徽亚格盛电子新材料有限公司，张东详细了解企业先进生产工艺研发应用及信息化建设进展，对企业保持的良好发展势头给予肯定。他强调，企业要 始终紧盯行业前沿动态，积极学习借鉴新技术、新工艺，结合自身实际进行科学布局，持续提升生产智能化、管理信息化水平；要充分发挥委员主体作 用，主动反映发展中遇到的痛点难点诉求。市政协将发挥专门协商机构作用，积极搭建协商平台，协同各方力量共同营造良好营商环境，进一步推动委员 企业家在助力产业升级、服务地方经济发展中彰显更大作为。 (来源：芜湖市政协)（来源：安徽政协） 在芜湖宏景电子股份有限公司，张东认真听取企业当前生产经营、市场拓展及未来规划等情况的介绍，深入了解企业发展优势与潜在需求。张东指出，企 业要坚持"以强促大"的发展思路，依托自身优势培育核心竞争力，通过规模化经营释放效益，坚决摒弃简单重复的发展模式，鼓励企业奋勇争先，力争在 行业竞争中再跨新台阶、实现新突破。 编辑/江继 ...

近日，东阳光（600673.SH）披露参与收购秦淮数据中国100%股权计划，引发投资者广泛关注。据公司 此前披露的半年业绩报，公司在今年上半年业绩表现稳中向好，同期股价表现强劲。过去市场逻辑如何 解读？未来是否可借助算力领域的布局，持续走强？笔者分析如下。 一、A股整体走强，行业公司受益 今年以来，A股主要股指权限上涨。三大股指中，上证指数从3351.76点起步，最高攀升至近3900点；总 市值方面，A股总市值已达100万亿元，创历史新高。与过去相比，A股市场在覆盖行业、上市公司数量 上也有所突破，并吸引大量国内外资金。 根据东阳光此前披露的半年报数据，2025年上半年，公司业绩亮眼，实现营业收入71.24亿元，同比增 长18.48%；归属于上市公司股东的净利润为6.13亿元，同比增长170.57%。不难看出，支撑公司股价、 市值上涨的关键因素之一，是其业绩大幅提升。 值得一提的是，上半年东阳光在新兴领域布局成效显著。 具身智能板块，东阳光携手智元机器人及北京大学武汉人工智能研究院等合作方，共同成立光谷东智公 司，已签订项目金额不超过7000万元的首批市场化订单，在2025年上半年实现了1119万元营业收入。 ...

近日，东阳光（600673.SH）披露参与收购秦淮数据中国100%股权计划，引发投资者广泛关注。据公司 此前披露的半年业绩报告，公司在今年上半年业绩表现稳中向好，同期股价表现强劲。过去市场逻辑如 何解读？未来是否可借助算力领域的布局，持续走强？ 一、A股整体走强，行业公司受益 今年以来，A股主要股指全线上涨。三大股指中，上证指数从3351.76点起步，最高攀升至近3900点；总 市值方面，A股总市值已达100万亿元，创历史新高。与过去相比，A股市场在覆盖行业、上市公司数量 上也有所突破，并吸引大量国内外资金。 上市公司方面，Wind数据显示，剔除上市的新股，A股市场上半年共有3774只股票涨幅为正，逾百股涨 幅超过100%，近600只股票涨幅超过50%，1700多只股票涨幅超过20%。 与此同时，人工智能、机器人及相关的液冷概念股成为市场热点，具身智能指数累计上涨30.39%。深 耕电子新材料行业28载、战略布局液冷、具身智能机器人行业的东阳光，在板块行情大幅上涨的情况 下，市值也水涨船高。 具身智能板块，东阳光携手智元机器人及北京大学武汉人工智能研究院等合作方，共同成立光谷东智公 司，已签订项目金额不超过7 ...

天眼查App显示，近日，辽宁合合电子新材料有限公司成立，法定代表人为郝俊，注册资本780万人民 币，经营范围为一般项目：通用设备制造（不含特种设备制造）；电子元器件制造；电子产品销售；金 属材料制造；金属材料销售；金银制品销售；电线、电缆经营；选矿；金属切削机床制造；金属切削加 工服务；塑料制品销售；保温材料销售；化工产品销售（不含许可类化工产品）；机械设备租赁；信息 技术咨询服务；劳务服务（不含劳务派遣）；商务代理代办服务。（除依法须经批准的项目外，凭营业 执照依法自主开展经营活动）。 ...

Group 1 - The stock of Dongyangguang increased by 5.11%, reaching 25.28 CNY per share, with a trading volume of 2.926 billion CNY and a turnover rate of 4.06%, resulting in a total market capitalization of 76.082 billion CNY [1] - Dongyangguang, established on October 24, 1996, and listed on September 17, 1993, operates in four main business segments: electronic new materials, alloy materials, chemical products, and pharmaceutical manufacturing [1] - The revenue composition of Dongyangguang includes: high-end aluminum foil at 40.81%, chemical new materials at 27.63%, electronic components at 25.40%, and other categories at 5.16% [1] Group 2 - Guolianan Fund has one fund heavily invested in Dongyangguang, specifically the Guolianan SSE Commodity ETF (510170), which held 297,100 shares in the second quarter, accounting for 2.26% of the fund's net value [2] - The Guolianan SSE Commodity ETF (510170) has a current scale of 153 million CNY and has achieved a year-to-date return of 23.78%, ranking 1759 out of 4222 in its category [2] - The fund has a one-year return of 42.69%, ranking 2302 out of 3798, and a total return since inception of 35.62% [2] Group 3 - The fund manager of Guolianan SSE Commodity ETF (510170) is Huang Xin, who has a total tenure of 15 years and 153 days, managing assets totaling 42.052 billion CNY [3] - During Huang Xin's tenure, the best fund return was 149.82%, while the worst return was -35.8% [3]

Group 1 - The stock of Dongyangguang fell by 5.7% on September 11, closing at 22.68 CNY per share, with a trading volume of 1.121 billion CNY and a turnover rate of 1.58%, resulting in a total market capitalization of 68.257 billion CNY [1] - Dongyangguang, established on October 24, 1996, and listed on September 17, 1993, is based in Dongguan, Guangdong Province, and operates in four main business segments: electronic new materials, alloy materials, chemical products, and pharmaceutical manufacturing [1] - The revenue composition of Dongyangguang includes: high-end aluminum foil at 40.81%, chemical new materials at 27.63%, electronic components at 25.40%, and other categories at 5.16% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Ping An Asset Management holds Dongyangguang shares. The Ping An CSI 500 Index Enhanced A (009336) held 15,500 shares in the second quarter, accounting for 0.68% of the fund's net value, ranking as the ninth largest heavy stock [2] - The Ping An CSI 500 Index Enhanced A (009336) was established on May 27, 2020, with a latest scale of 11.0259 million CNY. Year-to-date returns are 18.9%, ranking 2399 out of 4222 in its category; the one-year return is 44.75%, ranking 2166 out of 3798; and since inception, the return is 23.83% [2]

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Group 1 - The stock of Dongyangguang increased by 5.14%, reaching 24.73 CNY per share, with a trading volume of 2.962 billion CNY and a turnover rate of 4.26%, resulting in a total market capitalization of 74.426 billion CNY [1] - Dongyangguang, established on October 24, 1996, and listed on September 17, 1993, operates in four main business segments: electronic new materials, alloy materials, chemical products, and pharmaceutical manufacturing [1] - The revenue composition of Dongyangguang includes: high-end aluminum foil at 40.81%, chemical new materials at 27.63%, electronic components at 25.40%, and other categories at 5.16% [1] Group 2 - Ping An Fund holds a significant position in Dongyangguang through its fund, Ping An CSI 500 Index Enhanced A, which held 15,500 shares in the second quarter, accounting for 0.68% of the fund's net value [2] - The fund has a total scale of 11.0259 million CNY and has achieved a year-to-date return of 16.69%, ranking 2210 out of 4222 in its category [2] - Over the past year, the fund has returned 39.95%, ranking 2070 out of 3795, and since its inception, it has achieved a return of 21.53% [2] Group 3 - The fund manager of Ping An CSI 500 Index Enhanced A is Yu Yao, who has been in the position for 3 years and 307 days, managing assets totaling 131 million CNY [3] - During Yu Yao's tenure, the best fund return was 13.01%, while the worst return was -20.06% [3]

Core Viewpoint - Hebei Haiwei Electronic New Materials Technology Co., Ltd. has submitted its listing application to the Hong Kong Stock Exchange for the second time this year, with CICC as the sole sponsor [1] Financial Performance - The company reported revenues of 327 million RMB in 2022, 330 million RMB in 2023, and projected revenues of 422 million RMB in 2024, with 157 million RMB for the first five months of 2025 [2][3] - The net profit and total comprehensive income for the same periods were 102 million RMB, 69.8 million RMB, 86.4 million RMB, and 31.4 million RMB respectively [2][3] - The company's income for the first five months of 2025 decreased by 4.6% compared to the same period in 2024, primarily due to a decline in sales of metallized films [3] Market Position - Haiwei Electronic is the second-largest capacitor film manufacturer in China, holding a market share of 10.9% in 2024 based on capacitor base film revenue [2] - The company’s products are essential components of film capacitors, which are widely used in applications such as new energy vehicles, new energy power systems, industrial equipment, and household appliances [2] Customer Dependency - The company relies heavily on its top five customers, which contributed revenues of 119 million RMB, 115 million RMB, 158 million RMB, and 157 million RMB for the respective years, accounting for 36.4%, 34.9%, 37.6%, and 42.1% of total revenue [5] - The largest customer’s revenue contribution to total income was 17.3%, 12.2%, 12.6%, and 12.0% for the respective years [5] Competitive Environment - The capacitor film market in China is highly competitive and concentrated, with the top five companies, including Haiwei Electronic, holding a combined market share of 61.6% in 2024 [6] - Key competitive factors in the market include rapid capacity expansion, technical expertise, integrated supply chains, scale and operational efficiency, as well as customer relationships and recognition [6] - Notably, BYD, one of Haiwei Electronic's major customers, has begun producing its own film capacitors [6]

Group 1 - The core viewpoint of the article is that Youyan New Materials (SH 600206) held its 16th meeting of the 9th Board of Directors on August 29, 2025, to review its 2025 semi-annual report and summary [1] - For the year 2024, the revenue composition of Youyan New Materials is as follows: electronic new materials account for 74.79%, rare earth metal smelting accounts for 23.86%, medical device materials account for 0.87%, and other businesses account for 0.47% [1] - As of the time of reporting, Youyan New Materials has a market capitalization of 19.3 billion yuan [1]