2025年1至6月份，亚翔集成的营业收入构成为：电子行业占比95.97%，工程-其他行业占比3.13%，其他 业务占比0.9%。 每经AI快讯，亚翔集成（SH 603929，收盘价：42.06元）8月28日晚间发布关于公司高级管理人员退休 离任的公告。公告称，公司董事会于2025年8月28日收到联合办公室总监裴力彪先生的书面辞职报告。 裴力彪先生由于已届退休年龄，提请辞去公司联合办公室总监职务。裴力彪先生退休后将不再担任公司 任何职务。 每经头条（nbdtoutiao）——世界首例基因编辑猪肺成功移植人体 对话主要参与者：距离临床应用还有 多远？ （记者 王可然） 截至发稿，亚翔集成市值为90亿元。 ...

Investment Rating - The report assigns a "Buy" rating for the company, indicating an expected stock performance that will exceed the market index by more than 15% over the next six months [7]. Core Insights - The company has experienced significant revenue growth, with a 2025 first-half revenue of 9.031 billion yuan, representing an 86% year-on-year increase. The net profit attributable to shareholders reached 2.143 billion yuan, marking a staggering 366.89% increase year-on-year [4][5]. - The company's strong performance is attributed to its focus on high-end PCB products in the AI computing and data center sectors, particularly through large-scale production for leading international clients [5]. - The company has a clear technological advantage in multilayer and HDI (High-Density Interconnect) boards, with capabilities for mass production of advanced products, including 70-layer multilayer boards and 28-layer HDI boards [5]. Financial Performance - The company's gross margin for the first half of 2025 was 36.22%, a significant increase of 15.61 percentage points year-on-year, while the net profit margin was 23.73%, up 14.28 percentage points year-on-year [5]. - The report forecasts the company's earnings per share (EPS) to be 5.95 yuan for 2025 and 8.25 yuan for 2026, with corresponding price-to-earnings (PE) ratios of 36 and 26 times, respectively [5][6]. Production Capacity Expansion - The company is actively expanding its high-end production capacity, with projects in Vietnam and updates to existing facilities aimed at increasing annual production capacity significantly [5]. - The Vietnam HDI project focuses on AI applications and aims to produce high-end HDI products, while the company's Thai multilayer project is set to produce high-multilayer products for various sectors, including servers and consumer electronics [5].

Core Viewpoint - The article highlights the significant presence of Qualified Foreign Institutional Investors (QFII) in the A-share market, with a focus on their holdings and changes in positions as of mid-2025, indicating potential investment opportunities in specific sectors and companies [2][4]. QFII Holdings Overview - As of August 26, 2025, 3,072 A-share companies have disclosed their mid-year reports, with 663 companies having QFII among their top ten shareholders, totaling 3.278 billion shares valued at 52.515 billion yuan [4][11]. - QFII has newly entered as a top ten shareholder in 374 stocks during the second quarter, with increased holdings in another 157 stocks compared to the previous quarter [5][6]. Top QFII Holdings - The top QFII holdings include: - Shengyi Technology: 31,676.13 million shares valued at 9.550 billion yuan - Zijin Mining: 17,346.42 million shares valued at 3.383 billion yuan - Ninebot Company: 1,974.93 million shares valued at 116.856 million yuan [5][8]. Sector Analysis - QFII's holdings are concentrated in the following sectors: - Electronics: 12.862 billion yuan - Non-ferrous metals: 5.150 billion yuan - Machinery: 4.596 billion yuan [11]. - The top three sectors by QFII holdings are: - Electronics: 51,263.11 million shares valued at 1.286 billion yuan - Non-ferrous metals: 27,076.67 million shares valued at 514.976 million yuan - Machinery: 28,786.26 million shares valued at 459.616 million yuan [11]. Notable Increases in Holdings - The stocks with the largest increases in QFII holdings include: - Giant Star Technology: Increased by 15.7709 million shares - Alloy Investment: Increased by 12.0745 million shares - New Power Financial: Increased by 11.8305 million shares [6][7]. Institutional Holdings Ranking - The top institutional holders by market value include: - Hong Kong Wei Hua Electronics: 8.895 billion yuan - Abu Dhabi Investment Authority: 8.742 billion yuan - Barclays Bank: 7.124 billion yuan [13][14].

中芯国际股价创出历史新高，截至9:59，该股上涨8.62%，股价报110.26元，成交量7439.78万股，成交 金额79.48亿元，换手率3.74%，该股最新A股总市值达2192.36亿元，该股A股流通市值2192.36亿元。 证券时报·数据宝统计显示，中芯国际所属的电子行业，目前整体涨幅为1.45%，行业内，目前股价上涨 的有342只，涨停的有艾比森、博通集成等3只。股价下跌的有129只，跌幅居前的有福日电子、中石科 技、方邦股份等，跌幅分别为5.40%、4.20%、3.77%。 两融数据显示，该股最新（8月27日）两融余额为110.39亿元，其中，融资余额为110.07亿元，近10日增 加32.31亿元，环比增长41.56%。 机构评级来看，近10日共有2家机构对该股进行评级，8月15日浦银国际证券发布的研报给予公司目标价 为104.10元。 公司发布的一季报数据显示，一季度公司共实现营业收入163.01亿元，同比增长29.44%，实现净利润 13.56亿元，同比增长166.50%，基本每股收益为0.1700元，加权平均净资产收益率0.90%。（数据宝） （文章来源：证券时报网） ...

8月27日艾比森发布2025半年度分配预案，拟10派2元(含税)，预计派现金额合计为7382.01万元。派现额 占净利润比例为63.57%，这是公司上市以来，累计第10次派现。 公司上市以来历次分配方案一览 日期分配方案派现金额合计(亿元)股息率(%) 2025.06.30 10派2元(含税) 0.74 1.80 2024.12.31 10派1.5元(含税) 0.55 1.13 2023.12.31 10派3元(含税) 1.09 1.89 2022.12.31 10派3元(含税) 1.09 2.62 2022.06.30 10派15元(含税) 5.37 12.65 2018.12.31 10派1.55元(含税) 0.50 0.96 2017.12.31 10派0.8元(含税) 0.26 0.52 2016.12.31 10派1.105308元(含税) 0.35 0.36 2015.12.31 10转增10.059929派2.011985元(含税) 0.32 0.42 2014.12.31 10转增10派5元(含税) 0.40 0.65 证券时报·数据宝统计显示，公司8月27日公布了半年报，共实现营业收入18. ...

Group 1 - ST Yundong (SZ 000903) held its 12th meeting of the 7th board of directors on August 25, 2025, to review proposals including the revision of certain governance systems [1] - For the first half of 2025, ST Yundong's revenue composition was as follows: 95.47% from the engine industry, 3.15% from other businesses, and 1.38% from the electronics industry [1] Group 2 - The pet industry is experiencing a significant boom, with a market size of 300 billion yuan, leading to a surge in stock prices for related companies [1]

每经AI快讯，浪潮信息（SZ 000977，收盘价：68.52元）8月26日晚间发布公告称，公司第九届第十六 次董事会会议于2025年8月26日在公司会议室以现场和通讯相结合的方式召开。会议审议了《2025年半 年度报告》等文件。 （记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 截至发稿，浪潮信息市值为1009亿元。 每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 2025年1至6月份，浪潮信息的营业收入构成为：电子行业占比100.0%。 ...

投资者可以在交易所互动平台上通过提问方式了解部分公司更及时（每月10日、20日、月末）的股东户 数信息。证券时报·数据宝统计显示，582家公司公布了截至8月20日最新股东户数，相比之前各期，有 92股股东户数连续减少3期以上，股东户数最多已连降13期。也就是说筹码呈持续集中趋势。 股东户数连续下降个股中，连降时间较长的有紫光国微、中兴通讯等，其中，紫光国微最新股东户数为 154193户，已连续减少13期，累计降幅为27.88%，中兴通讯股东户数连降12期，最新户数为455100 户，累计降幅16.17%，股东户数连降期数较多的还有天禾股份、华平股份、ST华闻等。从最新一期的 股东户数下降幅度看，降幅较大的有江顺科技、亚联机械、奕东电子等，最新股东户数分别下降 24.66%、16.58%、15.00%。 市场表现方面，股东户数连降股中，筹码集中以来股价上涨的有65只，下跌的有25只，累计涨幅较高的 有奕东电子、*ST精伦、创益通等，分别上涨62.20%、49.44%、39.79%。相对沪指来说，其间股价跑赢 大盘的有27只，占比29.35%，超额收益率较高的有奕东电子、*ST精伦、创益通等，股东户数连降以来 相 ...

广合科技股价创出历史新高，截至14:18，该股上涨6.28%，股价报73.76元，成交量1413.97万股，成交金额10.07亿元，换手率9.41%，该股最新A股总市值达313.65亿元，该股A股流通市 证券时报•数据宝统计显示，广合科技所属的电子行业，目前整体涨幅为1.39%，行业内，目前股价上涨的有223只，涨停的有合力泰、景旺电子等4只。股价下跌的有251只，跌幅居前的有天津 两融数据显示，该股最新（8月22日）两融余额为5.05亿元，其中，融资余额为5.04亿元，近10日减少1.13亿元，环比下降18.29%。 公司发布的半年报数据显示，上半年公司共实现营业收入24.25亿元，同比增长42.17%，实现净利润4.92亿元，同比增长53.91%，基本每股收益为1.1610元，加权平均净资产收益率14.81% 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎 ...

Core Viewpoint - Industrial Fulian is transforming the global manufacturing landscape through deep digitalization and technological output, leading to a significant increase in its market value and surpassing the banking sector for the first time in A-share history [1] Group 1: Transformation of Manufacturing Logic - Industrial Fulian has evolved from merely being a manufacturing enterprise reliant on major clients to establishing a comprehensive digital manufacturing system that enhances real-time perception and dynamic adjustment in production processes [2] - The company aims to be a foundational player in manufacturing upgrades, focusing on building a standardized collaborative framework rather than just reducing costs and improving efficiency [2] Group 2: AI Integration in Production - Unlike many companies that apply AI to customer service and marketing, Industrial Fulian integrates AI into the core of production, ensuring that smart tools and manufacturing processes work seamlessly together [3] - The company utilizes digitalization to record all production data, enabling predictive maintenance and dynamic resource allocation across factories, thus creating a "super brain" for task distribution [3] Group 3: Value Transition from Execution to System Output - Industrial Fulian is shifting from a model where human experience drives production to one where systems dictate operations, allowing for flexible adjustments in production lines and real-time data-driven resource management [4] - The company is redefining manufacturing capabilities by transforming data into a decision-making asset and creating reusable algorithm models, thus enhancing operational stability and replicability [4][5] Group 4: Role as a Global Industrial Service Provider - The future of manufacturing competition will center around system capabilities, with Industrial Fulian positioned as a foundational service provider that supports resource upgrades for small and medium enterprises through standardized platforms [6] - The company is not merely a contract manufacturer but a builder of manufacturing systems, facilitating industry connections and enabling long-term development in the manufacturing sector [6]