电子元件
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8月券商调研热:162家上市公司获关注,聚焦电子、医药生物等行业
Huan Qiu Wang· 2025-08-15 04:54
Group 1 - The core viewpoint of the articles highlights the active engagement of brokerage analysts in researching listed companies, particularly in the electronic, pharmaceutical, and machinery sectors, with a total of 162 companies being investigated since August [1] - Among the companies researched, Zhongchong Co., Ltd. has gained significant attention, hosting 61 brokerage firms for its performance briefing and revealing the establishment of over 22 modern production bases globally [3] - In the electronic sector, Baiwei Storage attracted 37 brokerage firms for research, while other companies like Jingfeng Mingyuan and Zhenlei Technology also received considerable attention [3] Group 2 - The machinery sector is experiencing heightened interest due to trends in robotics and high-end manufacturing, with companies like Jereh receiving 41 brokerage firm visits [3] - The pharmaceutical sector has emerged as a popular area for brokerage research, with companies such as Jiuzhou Pharmaceutical and Sanxin Medical being frequently investigated, focusing on the international expansion of Chinese pharmaceutical companies [4] - Sanxin Medical has accelerated its internationalization efforts, successfully registering products in countries like Indonesia and Peru, and is advancing certification processes in Turkey, Vietnam, and Brazil [4]
德邦科技股价下跌3.76% 大基金一期减持计划引关注
Jin Rong Jie· 2025-08-14 18:52
Group 1 - The stock price of Debang Technology is reported at 45.62 yuan, down by 1.78 yuan from the previous trading day, with an opening price of 47.01 yuan, a high of 47.89 yuan, and a low of 45.60 yuan [1] - The trading volume was 72,706 hands, with a transaction amount of 337 million yuan [1] - Debang Technology operates in the electronic components industry, focusing on the research and sales of semiconductor packaging materials and electronic-grade adhesives [1] Group 2 - The products of Debang Technology are widely used in integrated circuits and LED packaging [1] - The National Integrated Circuit Industry Investment Fund Phase I plans to reduce its holdings in Debang Technology by no more than 4.2672 million shares, accounting for 3% of the company's total share capital, starting from August 27 [1] - Previously, from May to June, the fund had already reduced its holdings by 4.2672 million shares, cashing out 165 million yuan [1] Group 3 - On the day of the report, the net outflow of main funds for Debang Technology was 8.8536 million yuan, accounting for 0.22% of the circulating market value [1] - Over the past five trading days, the cumulative net inflow of main funds was 48.8126 million yuan, representing 1.2% of the circulating market value [1]
奥比中光-UW股价小幅回落 公司回应产品未涉及汽车自动驾驶
Jin Rong Jie· 2025-08-14 18:21
Group 1 - The stock price of Aobo Zhongguang-UW closed at 79.24 yuan on August 14, 2025, down 1.50% from the previous trading day, with a trading volume of 966 million yuan [1] - Aobo Zhongguang-UW operates in the electronic components industry, focusing on the research and application of 3D vision perception technology, with products covering consumer electronics, smart home, and robotics sectors [1] - The company responded to investor inquiries on its interactive platform, stating that its products are not yet applied in the automotive autonomous driving field, and its existing lidar products mainly serve mobile robot obstacle avoidance scenarios [1] Group 2 - On August 14, the net outflow of main funds was 124 million yuan, with a cumulative net outflow of 359 million yuan over the past five days [1]
英思特股价下跌3.42% 公司披露MIM钕铁硼技术新进展
Jin Rong Jie· 2025-08-14 18:21
Core Viewpoint - The stock price of YS Tech has decreased by 3.00 CNY to 84.60 CNY, indicating a downward trend in the market [1] Company Overview - YS Tech operates in the electronic components industry, focusing on the research, production, and sales of rare earth permanent magnet materials [1] - The company is located in Inner Mongolia and is a significant producer of rare earth permanent magnet materials in the western region of China [1] Recent Developments - On August 14, YS Tech announced on its investor interaction platform that its developed MIM NdFeB preparation technology can overcome traditional process limitations regarding product shapes, enabling mass production of complex-shaped metal parts [1] - The technology has received invention patent authorization, and the company is actively developing other core technologies for mass production [1] Market Activity - On August 14, the net outflow of main funds was 61.99 million CNY, accounting for 2.53% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 160.96 million CNY, representing 6.56% of the circulating market value [1]
沪电股份股价下跌5.51% 多只基金产品持仓浮现
Jin Rong Jie· 2025-08-14 18:21
Group 1 - The stock price of Huadian Co., Ltd. is reported at 55.07 yuan, down by 3.21 yuan, with a decline of 5.51% compared to the previous trading day [1] - The opening price for the day was 57.98 yuan, with a highest price of 57.98 yuan and a lowest price of 54.94 yuan, resulting in a trading volume of 756,850 hands and a transaction amount of 4.248 billion yuan [1] - Huadian Co., Ltd. specializes in the research, production, and sales of printed circuit boards, with applications in communication equipment, automotive electronics, and industrial control [1] Group 2 - Several fund products have disclosed their holdings, showing that Huadian Co., Ltd. appears in the top ten heavy stocks of multiple funds, including Yongying Technology Smart Selection A and Invesco Great Wall Quality Evergreen [1] - Data indicates that on the reporting day, the net outflow of main funds from Huadian Co., Ltd. was 663.1776 million yuan, accounting for 0.63% of the circulating market value, while the net inflow over the past five days was 500.5390 million yuan, representing 0.47% of the circulating market value [1]
迅捷兴股价下跌5.49% 电子元件板块个股成交1.4亿元
Jin Rong Jie· 2025-08-14 18:21
风险提示:股市有风险,投资需谨慎。本文不构成任何投资建议,投资者应独立判断并承担相应风险。 该公司属于电子元件行业,主营业务涉及印制电路板研发生产。作为广东地区上市公司,其产品应用于 消费电子、汽车电子等领域。 迅捷兴股价报24.61元,较前一交易日下跌1.43元。盘中最高触及26.00元,最低下探至24.13元,振幅达 7.18%。当日成交量为5.6万手,成交金额1.40亿元。 从资金流向来看,当日主力资金净流出8.6万元,但近五个交易日累计净流入1012.24万元。 ...
逸豪新材股价下跌4.63% 股东户数环比下降14.56%
Jin Rong Jie· 2025-08-14 18:09
逸豪新材属于电子元件行业,主营业务为印制电路板的研发、生产和销售。公司产品主要应用于消费电 子、汽车电子、工业控制等领域。 8月14日主力资金净流出2912.37万元,占流通市值的1.67%。近五日主力资金净流入418.11万元,占流 通市值的0.24%。 数据显示,截至8月10日,逸豪新材最新股东户数为18628户,较7月31日下降14.56%。在创业板股东户 数降幅榜中排名首位。 逸豪新材8月14日股价报30.89元,较前一交易日下跌1.50元,跌幅4.63%。盘中最高触及32.25元,最低 下探至30.89元,成交量为11.2万手,成交金额3.52亿元。 风险提示:以上信息仅供参考,不构成投资建议。 ...
生益科技股价下跌4.39% 二季度获公募基金持仓
Jin Rong Jie· 2025-08-14 17:17
Core Viewpoint - The stock price of Shengyi Technology closed at 40.75 yuan on August 14, 2025, reflecting a decrease of 1.87 yuan or 4.39% from the previous trading day [1] Company Overview - Shengyi Technology specializes in the design, production, and sales of copper-clad laminates and bonding sheets, with applications in consumer electronics, automotive electronics, and industrial control [1] - The company is a significant player in the electronic components industry, with products that are integral to the PCB supply chain [1] Market Activity - On the same day, the trading volume reached 2.008 billion yuan, with a turnover rate of 2.05% [1] - Shengyi Technology appeared in the holdings of several public funds at the end of the second quarter, with the Morgan Stanley Digital Economy Fund listing it as its seventh-largest holding [1] - The Morgan Stanley Digital Economy Fund recently achieved a historical high in its unit net value [1]
雅创电子: 关联交易管理办法2025.8
Zheng Quan Zhi Xing· 2025-08-14 16:15
General Principles - The purpose of the management measures for related party transactions is to strengthen the management of related party transactions, clarify management responsibilities, and protect the legitimate rights and interests of shareholders and creditors, especially minority investors [1][2] - Related party transactions must comply with relevant laws, regulations, and the company's articles of association [1][2] Definition of Related Parties - Related parties include both legal entities and natural persons that have a controlling or significant influence over the company [3][4] - Specific criteria for identifying related legal entities and natural persons are outlined, including ownership thresholds and management positions [2][3] Related Transactions - Related transactions are defined as resource or obligation transfers between the company and its related parties, including asset purchases, financial assistance, and management contracts [4][5] - The company must adhere to principles of honesty, fairness, and transparency in related transactions [5][6] Management of Related Transactions - The board of directors and senior management are responsible for reporting related party lists and relationships to ensure proper management [5][6] - A dedicated database for related party information will be maintained and updated regularly [5][6] Pricing of Related Transactions - Pricing principles for related transactions include adherence to national pricing, local market prices, or negotiated prices if no other pricing is available [6][7] - Major related transactions require approval from the board of directors or shareholders, depending on the transaction amount [8][9] Approval Procedures - Transactions with related natural persons exceeding 300,000 yuan and those with related legal entities exceeding 3 million yuan require board approval and timely disclosure [8][9] - Certain transactions may be exempt from approval if they meet specific criteria, such as public bidding or government pricing [10][11] Information Disclosure - The company must disclose related transactions that exceed specified thresholds, including transaction amounts and the nature of the relationships involved [14][15] - Disclosure must include details on pricing policies, transaction agreements, and the impact on the company's financial status [14][15] Miscellaneous Provisions - Related transactions conducted by subsidiaries controlled by the company are considered company actions [16] - Records of related transaction decisions must be maintained for ten years [16]
雅创电子: 内幕信息知情人登记管理制度 2025.8
Zheng Quan Zhi Xing· 2025-08-14 16:15
上海雅创电子集团股份有限公司 内幕信息知情人登记管理制度 第一章 总则 第一条 为了进一步规范上海雅创电子集团股份有限公司(以下简称"公司" 或"本公司")内幕信息管理行为,加强公司内幕信息保密工作,维护信息披露 公平原则,根据《中华人民共和国公司法》、《中华人民共和国证券法》、《上 市公司信息披露管理办法》、《深圳证券交易所创业板股票上市规则》、《上市 公司监管指引第5号——上市公司内幕信息知情人登记管理制度》等相关法律法 规、规范性文件以及《上海雅创电子集团股份有限公司章程》(以下简称"《公 司章程》")、《上海雅创电子集团股份有限公司信息披露制度》的规定,并结 合本公司实际情况,制定本制度。 第二条 公司董事会是内幕信息的管理机构,董事长是内幕信息保密工作的 负责人,董事会秘书负责组织实施内幕信息的保密工作和内幕信息知情人登记入 档事宜。董事会应当保证内幕信息知情人档案真实、准确和完整。 第三条 公司证券部是信息披露管理、投资者关系管理、内幕信息登记备案 工作的日常办事机构,统一负责证券监管机构、证券交易所、证券公司等机构及 新闻媒体、股东接待、咨询(质询)、服务工作。 第四条 未经董事会批准同意,公司 ...