Trading Volume Summary - The total trading volume of the Shanghai and Shenzhen Stock Connect today reached 263.615 billion, with Zhongji Xuchuang and Cambricon leading in trading volume for the Shanghai and Shenzhen stock connect respectively [1] - The total trading amount for the Shanghai Stock Connect was 119.420 billion, while the Shenzhen Stock Connect was 144.194 billion [2] Top Stocks by Trading Volume - In the Shanghai Stock Connect, the top traded stocks were: 1. Huidao Technology (31.59 billion) 2. Industrial Fulian (26.41 billion) 3. Kweichow Moutai (22.91 billion) [3] - In the Shenzhen Stock Connect, the top traded stocks were: 1. Zhongji Xuchuang (49.86 billion) 2. Ningde Times (40.95 billion) 3. Xinyi Technology (29.03 billion) [3] Sector Performance - The communication sector saw the highest net inflow of funds, amounting to 8.663 billion, while the electronic sector followed with a net inflow of 7.250 billion [5] - The oil and gas, film and television, and computing hardware sectors experienced significant gains, while the battery and non-ferrous metals sectors saw declines [4] ETF Trading Activity - The top ETF by trading volume was the Hong Kong Securities ETF, with a trading amount of 17.8114 billion, followed by the Hong Kong Innovative Drug ETF at 8.0343 billion [9] - The China A500 ETF Fund (159358) saw a remarkable trading volume increase of 163% compared to the previous trading day [10] Futures Market Activity - In the futures market, both the IF and IC contracts saw an increase in positions, with the IF contract showing a notable increase in long positions [11] Institutional Trading Activity - Institutions were notably active, with Tianji Co. receiving 1.59 billion from three institutions, while Enjie Co. faced a sell-off of 433.3 million from four institutions [12][13] - The trading activity of retail investors increased, with Liou Co. receiving over 2.66 billion from two retail investor seats [14]

格隆汇9月10日｜中邮证券研报指出，长盈精密上半年实现归母净利润3.06亿元，同比减少29.37%；扣 非归母净利润2.88亿元，同比增长32.18%。多产品线并进，业绩稳定增长。在人形机器人方面，公司从 2024年开始加快相关产能的建设，为海内外人形机器人客户开发如铝合金、镁合金、钛合金等金属材 料，PEEK、IGUS等工程塑料，橡胶、尼龙等多种材料的零件，目前公司已取得了多个国产、海外人形 机器人品牌的量产订单。在服务器方面，公司开发的应用于服务器、工作站内部高速背板连接器产品已 给国内头部客户送样验证，同时公司收购了深圳市威线科电子有限公司51%的股权，丰富高速铜连接模 组产品线，为海外连接器头部客户及AI服务器客户提供产品。维持"买入"评级。 ...

Core Viewpoint - The company has established a strong capability in mass production of high-density interconnect (HDI) products, particularly in the consumer electronics sector, and is actively expanding its production capacity for advanced HDI and multilayer products to meet industry demand [2]. Group 1 - The company has accumulated rich experience in the HDI field for consumer electronics [2]. - The company possesses the capability for mass production of 3-8 layer HDI products, with a leading technological strength in high-layer HDI and SLP products [2]. - The company is actively expanding its production capacity for high-layer HDI and multilayer products to satisfy industry needs [2].

Core Viewpoint - Wentech Technology is progressing with the major asset sale, which is part of its strategic adjustment to optimize asset structure and focus on core business [2] Summary by Relevant Sections Asset Sale Progress - As of the announcement date, various asset delivery tasks are underway, including the completion of equity transfers for Kunming Zhitong, Shenzhen Wentech, Huangshi Zhitong, and Kunming Wenxin [2] - The business asset packages for Wuxi Wentech and Wuxi Wenxin have been delivered, while the asset transfer for India Wentech is completed, with some ownership transfer procedures still in process [2] - The equity transfer for Hong Kong Wentech and its subsidiary Indonesia Wentech is planned to occur after the completion of related non-transaction asset divestiture [2] Strategic Importance - The asset sale involves a cash transaction where Wentech Technology intends to transfer 100% equity of several subsidiaries and business asset packages to Luxshare Precision and Luxshare Communications [2] - This major asset sale is a crucial step in Wentech Technology's strategic adjustment aimed at enhancing operational efficiency and market competitiveness by divesting non-core assets [2]

Core Viewpoint - The company has accumulated rich experience in the HDI field for consumer electronics and possesses the capability for mass production of 3-8 layer HDI products, particularly excelling in high-end HDI and SLP products with leading technology and production capacity [1] Group 1 - The company is actively expanding production capacity for high-end HDI and high multilayer products to meet industry demand [1]

证券日报网讯 联创电子9月10日在互动平台回答投资者提问时表示，公司将在稳健经营的基础上，增加 利润，用于偿还债务，降低杠杆。公司持续开拓新融资渠道，积极了解并申请国家政策性贷款，合理规 划优质合作金融机构，降低融资成本。 （编辑 王雪儿） ...

格隆汇9月10日丨金禄电子(301282.SZ)在投资者互动平台表示，公司有计划进行人形机器人领域传感器 等部件的PCB技术研发和产品适配。 ...

"中国制造业民营企业500强"系列榜单是全国工商联在上规模民营企业调研的基础上，按照企业上一年 度营业收入指标排序形成的，是中国民营经济领域最权威、最全面的榜单。联滔电子此次凭借强劲的发 展势头跻身全国榜单，不仅展现了企业自身的综合实力，更彰显出锦溪镇民营经济发展动力十足、前景 向好的良好态势。 下一步，锦溪将不断厚植民营经济优势，充分发挥龙头企业的牵引带动作用，持续优化营商环境，强化 企业服务与创新支持，积极引导民营企业抢抓机遇、加快转型，为经济社会高质量发展汇聚强劲动能。 近日，"2025中国制造业民营企业500强"榜单正式发布，昆山共有4家企业入围。其中，锦溪企业昆山联 滔电子有限公司为今年新上榜企业。 | 序号 | 企业名称 | 黑A | | --- | --- | --- | | 388 | 潍坊特钢集团有限公司 >> | 山东省 | | 389 | 昆山联滔电子有限公司 | 江苏省 | | 390 | 利欧集团股份有限公司 | 浙江省 | | | 391 宜宾市美捷通讯科技有限公司 | 四川省 | 昆山联滔电子有限公司是一家集天线、线性马达、无线充电器等产品研发、制造及销售于一体的国家高 新技术企 ...

Group 1 - The company is closely monitoring market opportunities in the humanoid robot sector and is actively seeking technological reserves and product layout [1] - Currently, the company has not established direct partnerships with humanoid robot manufacturers [1]

Core Insights - Apple has officially launched four new models: iPhone 17, iPhone Air, iPhone 17 Pro, and iPhone 17 Pro Max during its fall product launch event on September 10 [1] - Foxconn's Zhengzhou factory is currently in the ramp-up phase for mass production of the iPhone 17 series, with nearly 200,000 workers engaged in production [1] - The demand for temporary workers at Foxconn has surged, with wages increasing significantly from 4,800 yuan in late June to a peak of 9,800 yuan in August, before fluctuating around 9,000 yuan in early September [1] Production and Labor Dynamics - The Zhengzhou factory operates on a two-shift system, with workers involved in various assembly tasks, including screwing, film application, and component assembly [1] - The peak workforce at the factory can reach up to 400,000 workers, indicating a significant capacity for production scaling [1] - Other suppliers in Apple's supply chain, such as Liying Intelligent Manufacturing in Dongguan, are also ramping up production, with higher wages and full capacity utilization during the peak season [1] Future Production Plans - Apple is expected to have an annual inventory target of around 100 million units for 2025, with adjustments based on market performance [2]