7月2日，沪深两市双双收跌，成交量有所萎缩。板块方面钢铁、光伏设备涨幅居前，元件、通信设备板 块跌幅居前。人气股方面亚星锚链（601890）收于涨停，安妮股份（002235）、长城军工（601606）跌 幅居前。下面是今日十大人气股排名的详细情况。 | 7.2沪深两市 十大人气股排名 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 涨跌幅 | | 个股人气排名 股票代码 | 证券简称 | 收盘价 | (%) | 人气值 | | 002198 | 1 | | 好上好 | 35.16 | 4.77 | 1,069.62万 | | 红宝丽 | 2 | 002165 | | 10.8 | 6.82 | 551.33万 | | 18.82 | 3 | 002104 | 恒宝股份 | | -1.57 | 522.65万 | | 002235 | 4 | | 安妮股份 | 10.49 | -10.03 | 462.83万 | | 29.6 | 5 | 601606 | 长城军工 | | -7.38 | 407.88万 | | 600589 | 6 | ...

天眼查资料显示，信利（仁寿）高端显示科技有限公司，成立于2017年，位于眉山市，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700000万人民币。通过天眼查大数据分 析，信利（仁寿）高端显示科技有限公司参与招投标项目260次，专利信息400条，此外企业还拥有行政 许可158个。 金融界2025年7月2日消息，国家知识产权局信息显示，信利（仁寿）高端显示科技有限公司申请一项名 为"一种阵列基板、驱动方法及触控显示装置"的专利，公开号CN120233904A，申请日期为2025年02 月。 作者：情报员 专利摘要显示，本发明公开了一种阵列基板、驱动方法及触控显示装置，阵列基板包括公共电极层、多 条栅极驱动线、多个GIP单元、时序控制单元；公共电极层包括多个公共电极块排布而成的公共电极块 阵列；多条栅极驱动线沿行方向延伸；在公共电极块阵列的相邻两行公共电极块交界处的每一行栅极驱 动线在中间断开，形成多个第一前半栅极驱动线及多个第一后半栅极驱动线，多个第一前半栅极驱动线 及多个第一后半栅极驱动线分别电性连接GIP单元；在公共电极块阵列的相邻两行公共电极块交界处之 外的其他栅极驱动线的一端依次 ...

记者在华强北多个售卖充电宝柜台也发现，各柜台均明确标注所售充电宝为带3C认证产品。另据商 家透露，"目前华强北已有违规售卖无3C认证充电宝的商家，被市场监督管理部门罚款。当前不少 商家正积极清理库存，将无3C认证的充电宝下架，确保所售产品均符合规定。" 记者今日走访深圳最大电子交易市场华强北时，被多位华强北商家告知， 日前深圳市场监督管理局 已向华强北市场部下发通知，不带3C认证的充电宝严禁在华强北市场销售。 ...

Group 1 - The S&P 500 and Nasdaq Composite indices reached new highs recently, but major tech stocks like Apple and Tesla are underperforming [1] - From early June, the S&P 500 rose by 5% and the Nasdaq by 6%, while Apple increased by only 2% and Tesla decreased by 7%, indicating a significant gap compared to other tech giants like Nvidia and Meta [1] - Apple's business model, which relies on low-cost production in Asia, is at odds with Trump's push for "bringing production back to America," leading to potential operational challenges [2] Group 2 - iPhones account for 50% of Apple's revenue, and producing them in the U.S. could raise prices to $3,500, more than three times the current price, threatening Apple's growth foundation [2] - Tesla faces significant challenges as CEO Elon Musk criticized Trump's policies, which he believes negatively impact the company, particularly regarding the EV market [3] - Tesla's Shanghai factory serves as a major production and export hub, leveraging local supply chains for critical materials, but Trump's disapproval of reliance on China complicates its strategy [3]

Group 1 - The core viewpoint is that the North Exchange (北交所) presents significant investment opportunities, particularly for actively managed public funds, which have demonstrated strong performance compared to the North Index [1][2][3] - The 华夏北交所创新中小企业精选两年定开 fund achieved a net value growth rate of 72.16% in 2025, ranking third in the market, and has a three-year growth rate of 175.64%, making it the top-performing fund in the market [1] - The North Exchange is characterized by a relatively low number of institutional participants, allowing for better value discovery and opportunities for active management to outperform the North Index [2][3] Group 2 - The North Exchange comprises companies that have transitioned from the New Third Board (新三板), with a total of approximately 6065 listed companies, of which 2183 are in the innovation layer [3] - Notable companies listed on the North Exchange include industry leaders such as Jinjie Biological (锦波生物) and Minshida (民士达), indicating the presence of high-quality firms despite the smaller average company size [3][4] - The investment strategy of 华夏基金 focuses on leveraging research capabilities to identify and invest in quality companies within the North Exchange, which is expected to grow as more quality firms list [3][4] Group 3 - The current valuation of the North Exchange is considered attractive, with the North Index's dynamic price-to-earnings ratio at 68 times, compared to other indices like the ChiNext Index at 138 times [7] - Historical trends suggest that small-cap stocks tend to perform well during early economic recovery phases, which aligns with the current market conditions [7][8] - The North Exchange is expected to continue attracting quality companies, with liquidity increasing approximately 30 times over the past three years, enhancing its appeal to institutional investors [8]

7月1日，据韩媒ETnews报道，三星显示和LG Display已分别于5月下旬启动iPhone 17系 列手机面板的显示材料及零部件的采购工作，并于6月开始生产首批面板。 报道称，预计iPhone 17系列的全部面板将由这两家韩国企业供应。尽管中国京东方（BOE）正集 中精力进军Pro机型， 但首批供货情况尚不明朗 。外界猜测， 由于决定在iPhone 17系列的所有 型号上采用低温多晶氧化物（LTPO）技术，苹果公司正面临挑战——过去，苹果的iPhone LTPO 面板一直由三星显示和LG Display全量供应，京东方仅部分供应了低温多晶硅（LTPS）OLED面 板。 分析指出，iPhone 17系列首批面板供货量较iPhone 16系列略有下调，这一调整既受全球智能手 机需求疲软影响，亦与地缘政治下关税政策变动密切相关。 一位显示行业内部人士表示："与最初的预测相比，显示面板厂商对iPhone面板订单的运营较为保 守且具有战略性，并做好了随时进行调整的准备。"（集邦Display整理） #OLED #iPhone #手机面板 #苹果 【集邦Display显示产业交流群】 作为苹果计划于今年9月发布的全 ...

Core Viewpoint - The company announced its 2024 annual profit distribution plan, which includes a cash dividend of 2.5 yuan per 10 shares (including tax) to all shareholders, with adjustments made for changes in total share capital due to stock buybacks and incentive plans [2][3][7]. Group 1: Profit Distribution Plan - The profit distribution plan was approved at the 2024 annual general meeting held on May 20, 2025, and will be based on the total share capital as of the record date, excluding repurchased shares [3][4]. - The total number of shares eligible for the distribution is 223,247,320 shares after excluding 187,900 shares held in the repurchase account [2][4]. - The actual cash dividend amount is calculated as 55,811,830 yuan, resulting in a per-share cash dividend of approximately 0.2497897 yuan [12][19]. Group 2: Shareholder Rights and Dates - The record date for the profit distribution is set for July 9, 2025, and the ex-dividend date is July 10, 2025 [8][9]. - The distribution will be directly credited to shareholders' accounts through their custodial securities companies on the ex-dividend date [10]. Group 3: Share Buyback Program - The company has approved a share buyback program with a total funding of between 10 million yuan and 20 million yuan, with a maximum buyback price set at 26.96 yuan per share [16][22]. - Following the profit distribution, the maximum buyback price will be adjusted to 26.71 yuan per share, effective from July 10, 2025 [17][19]. - As of June 30, 2025, the company has repurchased 187,900 shares, accounting for 0.0841% of the total share capital, with a total expenditure of 3,721,901.80 yuan [24].

Group 1 - The evolution of fingerprint recognition technology in smartphones has shifted from physical to optical and now to under-display ultrasonic fingerprint recognition, which is becoming a trend in the industry [1] - Several domestic smartphone manufacturers are set to adopt ultrasonic fingerprint unlocking technology in their flagship models, indicating a potential explosive growth in this technology [1] - Ultrasonic fingerprint recognition offers higher security and faster unlocking speed compared to traditional optical methods, as it can penetrate surface contaminants and ensure stable and accurate unlocking in various environments [1] Group 2 - Although ultrasonic fingerprint recognition is currently more expensive and mainly used in high-end flagship phones, advancements in domestic technology and decreasing costs are expected to expand its application to mid-range products and other smart devices [2] - The rapid development of IoT and smart home sectors will further broaden the application scenarios for ultrasonic fingerprint recognition, making it a mainstream solution for secure identity verification [2] - The market size of China's ultrasonic fingerprint recognition industry is projected to reach 363 million yuan by 2028 [2] Group 3 - O-film, a leading company in the optical and electronic field, has been focusing on fingerprint recognition and 3D ToF microelectronics, maintaining a significant market share in the fingerprint recognition module sector [2] - O-film has been producing fingerprint recognition modules since 2015 and has consistently ranked among the top global suppliers [2] - The company has a strong position in both optical and ultrasonic under-display fingerprint recognition modules, and its self-developed technologies enhance smart lock products [2] Group 4 - With the increasing prevalence and upgrade of smart terminal devices, ultrasonic fingerprint recognition technology is expected to maintain a high growth trajectory as a key identity authentication method [3] - O-film has long been producing ultrasonic fingerprint recognition modules for overseas clients, and the company is likely to benefit from the rapid penetration of this technology in the domestic market in the coming years [3] - As ultrasonic technology matures, O-film's advantages in the fingerprint recognition market will become more pronounced, presenting new development opportunities [3]

Group 1 - The core viewpoint of the news is that Hongdao Investment has conducted research on a listed company, Zhimi Intelligent, focusing on its business segments and revenue distribution [1] - Zhimi Intelligent's revenue breakdown shows that the industry terminal business accounts for 64.38%, ICT infrastructure business 15.65%, industrial IoT business 3.75%, and intelligent computing business 7.46% [1] - The company is developing multiple products based on various chip platforms for its robotics controller business and is paying attention to companies in the robotics supply chain [1] Group 2 - The intelligent computing business provides high-performance infrastructure lifecycle services and plans to offer flexible computing power leasing services through the HT computing power service cloud platform [1] - Zhimi Intelligent's proprietary brand business covers multiple application areas, with major clients including Aopu Te, BYD, and Li Auto [1] - Hongdao Investment, founded in March 2010, is a well-known private equity investment fund in China, with a strong team and a successful track record in investment management [2]

Group 1 - The company Suzhou Planning announced plans for a significant asset restructuring, intending to acquire a controlling stake in Beijing Dongjin Aviation Technology Co., Ltd. through a combination of share issuance and cash payment, while also raising matching funds [1][3] - The transaction is still in the planning stage, with a preliminary agreement signed with shareholders including Zhang Ning, but the final scope of the transaction is yet to be determined [3] - The final transaction price for Dongjin Aviation will be based on the results of an evaluation report, and the specific price and acquisition plan have not been finalized [3] Group 2 - Dongjin Aviation, established in 2001 with a registered capital of 47.1 million yuan, focuses on the research, production, and sales of military and civilian aviation control electronic equipment, as well as low-altitude flight service support systems and drone regulatory service platforms [3][4] - The company was previously listed on the New Third Board but officially delisted in August 2024, having reported six consecutive years of net losses from 2018 to 2023 [4] - In 2023, Dongjin Aviation achieved a revenue of 55.6288 million yuan, a year-on-year increase of 9.21%, but reported a net loss of 7.4306 million yuan, indicating an increase in the loss compared to previous periods [4]