Core Viewpoint - The stock of AVIC Chengfei experienced a significant decline of 2.83% on August 7, 2023, amid reports of fund reductions by E Fund in its major shareholders [1] Company Overview - AVIC Chengfei Co., Ltd. was established in 2002 and is located in Hanzhong City, primarily engaged in the manufacturing of computers, communications, and other electronic equipment [1] - The company has a registered capital of 26,720.91376 million RMB, with Sui Shaochun as the legal representative [1] Fund Performance - E Fund's two funds, E Fund ChiNext ETF and E Fund National Defense and Military Industry Mixed A, reduced their holdings in AVIC Chengfei during the second quarter of this year [1] - E Fund ChiNext ETF has a year-to-date return of 10.52%, ranking 816 out of 2004 in its category [2] - E Fund National Defense and Military Industry Mixed A has a year-to-date return of 14.04%, ranking 1352 out of 2874 in its category [2] Fund Manager Information - The fund managers for E Fund ChiNext ETF and E Fund National Defense and Military Industry Mixed A are Cheng Xi and Liu Shurong, respectively [6][9] - Cheng Xi has been managing the E Fund ChiNext ETF since May 7, 2016, and has extensive experience in various funds [6] - Liu Shurong has been managing multiple funds since July 18, 2017, and has a background in finance and investment management [9]

星宸科技最新一期业绩显示，截至2025一季报，公司营业总收入6.65亿元、同比增长26.36%，归属净利 润5117.87万元，同比增长0.48%，扣非净利润3986.76万元，同比减少14.03%，流动比率3.135、速动比 率2.397、资产负债率31.50%。 天眼查商业履历信息显示，星宸科技股份有限公司，成立于2017年，位于厦门市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本42106万人民币，实缴资本39600万人民币。 公司法定代表人为林永育。 通过天眼查大数据分析，星宸科技股份有限公司共对外投资了9家企业，参与招投标项目13次，知识产 权方面有商标信息8条，专利信息174条，此外企业还拥有行政许可16个。 来源：金融界 金融界消息 截至2025年8月7日收盘，星宸科技（301536）报收于58.93元，下跌0.05%，换手率3.36%， 成交量6.27万手，成交金额3.71亿元。 资金流向方面，今日主力资金净流入1501.70万元，占比成交额4.05%。其中，超大单净流入579.21万 元、占成交额1.56%，大单净流入922.49万元、占成交额2.49%，中单净流出 ...

Core Points - The stock price of *ST Boda (600130) closed at 3.49 yuan on August 7, 2025, with an increase of 2.35% and a turnover rate of 3.62% [1] - The company reported a total revenue of 95.39 million yuan for Q1 2025, representing a year-on-year growth of 26.32%, while the net profit attributable to shareholders decreased by 37.14% to 2.08 million yuan [1] - The company has a current ratio of 6.716, a quick ratio of 6.342, and a debt-to-asset ratio of 12.26% [1] Financial Performance - Total revenue for Q1 2025: 95.39 million yuan, up 26.32% year-on-year [1] - Net profit: 2.08 million yuan, down 37.14% year-on-year [1] - Non-recurring net profit: 538,000 yuan, down 24.41% year-on-year [1] - Current ratio: 6.716 [1] - Quick ratio: 6.342 [1] - Debt-to-asset ratio: 12.26% [1] Investment and Business Activities - The company has invested in 10 enterprises and participated in 6 bidding projects [2] - The company holds 27 trademark registrations and 21 patents [2] - The company has 1 administrative license [2]

金融界消息 截至2025年8月7日收盘，利扬芯片（688135）报收于22.57元，上涨1.44%，换手率4.02%， 成交量8.16万手，成交金额1.84亿元。 通过天眼查大数据分析，广东利扬芯片测试股份有限公司共对外投资了16家企业，参与招投标项目32 次，知识产权方面有商标信息14条，专利信息193条，此外企业还拥有行政许可17个。 来源：金融界 利扬芯片最新一期业绩显示，截至2025一季报，公司营业总收入1.30亿元、同比增长11.22%，归属净利 润758.45万元，同比减少2340.63%，扣非净利润748.57万元，同比减少705.24%，流动比率1.478、速动 比率1.428、资产负债率56.06%。 天眼查商业履历信息显示，广东利扬芯片测试股份有限公司，成立于2010年，位于东莞市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本20030.914万人民币，实缴资本 9983.4265万人民币。公司法定代表人为黄江。 资金流向方面，今日主力资金净流入1672.78万元，占比成交额9.11%。其中，超大单净流入112.47万 元、占成交额0.61%，大单净流入1560. ...

通过天眼查大数据分析，武汉兴图新科电子股份有限公司共对外投资了12家企业，参与招投标项目178 次，知识产权方面有商标信息18条，专利信息174条，此外企业还拥有行政许可7个。 来源：金融界 兴图新科最新一期业绩显示，截至2025一季报，公司营业总收入1807.54万元、同比增长2.05%，归属净 利润2006.21万元，同比减少55.07%，扣非净利润2010.35万元，同比减少55.29%，流动比率2.764、速动 比率2.267、资产负债率25.15%。 天眼查商业履历信息显示，武汉兴图新科电子股份有限公司，成立于2004年，位于武汉市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本10304万人民币，实缴资本1800万人 民币。公司法定代表人为程家明。 金融界消息 截至2025年8月7日收盘，兴图新科（688081）报收于28.24元，上涨5.18%，换手率 12.62%，成交量13.00万手，成交金额3.51亿元。 资金流向方面，今日主力资金净流入1879.73万元，占比成交额5.35%。其中，超大单净流入450.55万 元、占成交额1.28%，大单净流入1429.18万元、 ...

Core Insights - The stock price of Risen Technology (688531) closed at 59.99 yuan, up 1.21% with a turnover rate of 5.55% and a trading volume of 59,300 lots, amounting to 352 million yuan [1] - The net inflow of main funds today was 34.97 million yuan, accounting for 9.93% of the transaction amount, with significant contributions from large orders [1] Financial Performance - For the first quarter of 2025, Risen Technology reported total revenue of 200 million yuan, a year-on-year increase of 33.19% [1] - The net profit attributable to shareholders was 35.33 million yuan, reflecting a year-on-year growth of 4.45% [1] - The non-recurring net profit was 19.87 million yuan, showing a year-on-year decrease of 18.62% [1] - Key financial ratios include a current ratio of 5.942, a quick ratio of 5.252, and a debt-to-asset ratio of 11.19% [1] Company Overview - Risen Technology Group Co., Ltd. was established in 2009 and is located in Wuxi City, primarily engaged in the manufacturing of computers, communications, and other electronic devices [2] - The company has a registered capital of 1.145 billion yuan and a paid-in capital of 595.52 million yuan [2] - The legal representative of the company is Liu Jun [2] Investment and Intellectual Property - Risen Technology has made investments in 9 companies and participated in 83 bidding projects [2] - The company holds 14 trademark registrations and 410 patents, along with 28 administrative licenses [2]

Group 1 - The core viewpoint of the news is that Leisai Intelligent (雷赛智能) has shown stable financial performance with slight growth in revenue and net profit for the first quarter of 2025 [1] - As of August 7, 2025, Leisai Intelligent's stock closed at 48.85 yuan, with a minor increase of 0.1% and a trading volume of 145,500 hands, amounting to 708 million yuan in transaction value [1] - The company reported total operating revenue of 390 million yuan for Q1 2025, representing a year-on-year growth of 2.36%, and a net profit attributable to shareholders of 55.82 million yuan, also up by 2.25% [1] Group 2 - Leisai Intelligent has made investments in 6 companies and participated in 20 bidding projects, indicating active engagement in business expansion [2] - The company holds a significant number of intellectual property rights, including 128 trademarks and 581 patents, which reflects its focus on innovation [2] - Leisai Intelligent has a solid financial structure with a current ratio of 2.585, a quick ratio of 2.028, and a debt-to-asset ratio of 36.88% [1]

Core Viewpoint - XD Shengjing Micro (603375) has shown a positive stock performance with a closing price of 40.97 yuan, reflecting a 2.71% increase as of August 7, 2025 [1] Financial Performance - The company reported total operating revenue of 88.01 million yuan for Q1 2025, a year-on-year decrease of 0.73% [1] - Net profit attributable to shareholders reached 4.17 million yuan, marking a significant year-on-year increase of 282.55% [1] - The company's non-recurring net profit was 164,300 yuan, up 105.78% year-on-year [1] - Liquidity ratios include a current ratio of 10.202 and a quick ratio of 8.665, with a debt-to-asset ratio of 8.74% [1] Market Activity - The stock experienced a trading volume of 71,900 lots and a transaction amount of 297 million yuan [1] - Main capital inflow was 43.94 million yuan, accounting for 14.81% of the transaction amount, with large orders contributing significantly [1] Company Background - Wuxi Shengjing Microelectronics Co., Ltd. was established in 2016 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices [2] - The company has a registered capital of 1.0067 billion yuan and a paid-in capital of 717.19 million yuan [1][2] - The legal representative of the company is Zhang Yonggang [1] Investment and Intellectual Property - The company has made investments in 4 enterprises and participated in 53 bidding projects [2] - It holds 52 trademark registrations and 152 patents, along with 23 administrative licenses [2]

天眼查商业履历信息显示，晶晨半导体(上海)股份有限公司，成立于2003年，位于上海市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本41832.6368万人民币，实缴资本6352 万人民币。公司法定代表人为JOHN ZHONG。 金融界消息 截至2025年8月7日收盘，晶晨股份（688099）报收于71.51元，下跌3.23%，换手率3.48%， 成交量14.67万手，成交金额10.57亿元。 资金流向方面，今日主力资金净流入4581.69万元，占比成交额4.34%。其中，超大单净流入4020.21万 元、占成交额3.81%，大单净流入561.49万元、占成交额0.53%，中单净流出流出1010.30万元、占成交 额0.96%，小单净流出3571.39万元、占成交额3.38%。 晶晨股份最新一期业绩显示，截至2025一季报，公司营业总收入15.30亿元、同比增长10.98%，归属净 利润1.88亿元，同比增长47.53%，扣非净利润1.70亿元，同比增长44.04%，流动比率6.035、速动比率 4.677、资产负债率13.79%。 通过天眼查大数据分析，晶晨半导体(上海)股份有限公司 ...

Group 1 - Jiangsu Leo Huiding Intelligent Technology Co., Ltd. has been established with a registered capital of 10 million RMB [1] - The legal representative of the company is Jiao Feihong, and the shareholders include Jiangsu Huiding Optical Glasses Co., Ltd. (45%), Qingdao Thunder God Technology Co., Ltd. (35%), and Opcon Vision Investment Co., Ltd. (20%) [1] - The company's business scope includes internet information services, eyewear manufacturing and sales, wearable smart device manufacturing and sales, artificial intelligence software and hardware development, virtual reality device manufacturing, and information system integration services [1] Group 2 - The company is classified under the manufacturing industry, specifically in the computer, communication, and other electronic device manufacturing sector [1] - The registered address of the company is in the China (Danyang) Glasses Industry Entrepreneurship Park, located in Danyang City, Sidu Town, Tanxiang Village [1] - The business license allows the company to operate without a fixed term until August 6, 2025 [1]