Market Performance - On June 18, A-shares saw a slight increase across the three major indices, with the Shanghai Composite Index rising by 0.04% to close at 3388.81 points, the Shenzhen Component Index increasing by 0.24% to 10175.59 points, and the ChiNext Index up by 0.23% to 2054.73 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 119.11 billion yuan, a decrease of 16.1 billion yuan compared to June 17 [1] - The market experienced a rebound after hitting a low of approximately 3369 points, driven by gains in the banking and liquor sectors, followed by a surge in technology stocks in the afternoon [1] Industry Insights - The 2025 Lujiazui Forum announced the implementation of a third set of standards for the ChiNext board, allowing high-quality, unprofitable innovative companies to go public, which is expected to benefit the technology sector significantly [2] - The expansion of the fifth set of standards to include more cutting-edge technology fields such as artificial intelligence, commercial aerospace, and low-altitude economy is also a positive development for the tech industry [2] - The ability for unprofitable tech companies to list is crucial for securing R&D funding, which can accelerate product development [2] Company Spotlight - Among the stocks listed in Hunan, only 42 out of 146 saw an increase, with the highest gain being 6.36% for Daili New Materials, a leading supplier of diamond wire products [3] - Daili New Materials reported a Q1 2025 earnings per share of -0.08 yuan and a net profit of -32.0038 million yuan, with a year-on-year net profit growth rate of -19231.10% [3] - The company's subsidiary, Changsha Daihua Technology Co., Ltd., was recognized as a "specialized and innovative" small and medium-sized enterprise in Hunan, achieving breakthroughs in key technology areas and holding 12 patent applications [3]

证券代码：600330 证券简称：天通股份 公告编号：2025-32 天通控股股份有限公司 关于首次回购公司股份的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 回购方案首次披露日 2025/4/29 回购方案实施期限 2025 年 4 月 28 日~2026 年 4 月 27 日 预计回购金额 2,500万元~5,000万元 □减少注册资本 √用于员工持股计划或股权激励 回购用途 □用于转换公司可转债 □为维护公司价值及股东权益 累计已回购股数 7万股 二、 首次回购股份情况 累计已回购股数占总股本比例 0.0057% 累计已回购金额 48.54万元 实际回购价格区间 6.93元/股~6.95元/股 一、 回购股份的基本情况 天通控股股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召开的九届 十三次董事会审议通过了《关于以集中竞价交易方式回购公司股份方案的议案》， 同意公司通过上海证券交易所交易系统以集中竞价交易方式回购公司已发行的部 分 A 股股份。本次回购资金总额不低于人民币 2, ...

A股收评：三大指数小幅上涨 PCB概念表现亮眼 金十数据6月18日讯，A股三大指数早盘探底回升，午后震荡走高，截至收盘，沪指收涨0.04%，深证成 指收涨0.24%，创业板指收涨0.23%。盘面上，板块快速轮动热点纷呈，银行股震荡回暖，白酒股冲高 回落。电子元件板块午后拉升，PCB方向领涨，逸豪新材、科翔股份20CM涨停。军工装备板块卷土重 来，北方长龙涨停，捷强装备跟涨。稀土永磁概念股跌幅居前，中科磁业跌超12%，宁波韵升跌停。农 药股持续走低，苏利股份、联化科技午后双双跌停。两市成交额超1.2万亿元，个股跌多涨少，超3400 只个股下跌。 ...

2025.06. 18 | 板块名称 | 涨幅 | 主力净量 | 主力金额 | 板块名称 | 涨幅备 | 主力净量 | 主力金额 | | --- | --- | --- | --- | --- | --- | --- | --- | | 兵装重组概念 | 43.53% | 1.49 | +2.7617. | 美容护理 | -2.91% | -1.46 | -2.04亿 | | 元件 | +2.70% | 1.94 | +11.89 7. | 稀土永磁 | -2.76% | -1.20 | -18.11 乙 | | 军工装备 | +2.19% | 0.44 | +9.6917. | 金属新材料 | -2.30% | -3.59 | -8.13亿 | | 军工电子 | +1.56% | 1.18 | +3.96 7 | CRO概念 | -2.23% | -2.09 | -10.29亿 | | 科创次新股 | +1.49% | 0.73 | +81347 | 医疗服务 | -2.20% | -1.36 | -8.63 乙 | | 白酒 | +1.29% | 0.15 | +2.27 7. | 影视院线 | -2.1 ...

广东东阳光科技控股股份有限公司 第十二届董事会独立董事专门会议 第三次会议决议 根据《中华人民共和国公司法》 （以下简称"《规范运作》"）及《广东东阳光科技控股股 份有限公司章程》 （以下简称"《公司章程》"）的有关规定，广东东阳光科技控股 股份有限公司（以下简称"公司"）全体独立董事于 2025 年 6 月 17 日以通讯方 式召开第十二届董事会独立董事专门会议第三次会议。应参会独立董事 3 人，实 际参会独立董事 3 人，会议的召集、召开及表决程序符合《公司法》 《管理办法》 《规范运作》的有关规定，所做决议合法有效。经与会独立董事审议，一致通过 了如下决议： 一、审议通过了《关于对外投资暨关联交易的议案》 （以下简称" 《公司法》"）、 《上市公司独立董 事管理办法》（以下简称"《管理办法》"）《上海证券交易所上市公司自律监管指 引第 1 号——规范运作》 本次与关联方的共同投资是基于对标的公司的所处行业发展前景、行业地位、 产品线和市场布局情况及客户资源优势等的看好，通过参股投资的方式向数据中 心上游核心部件领域延伸，有利于推动公司在数据中心领域产业布局发展，符合 公司长远发展战略规划。本次交易遵循自 ...

Group 1: Xunluo Electronics (顺络电子) - The company has a full order book and high capacity utilization in Q2 [1] - The automotive electronics business covers electrification and intelligent scenarios, with a broad product line and good development prospects [1] - The data center business shows significant sales growth, providing various products and solutions [1] - Increased demand for power inductors from AI smartphones enhances the value of individual components [1] - The company has a rich variety of integrated inductors with wide applications and a promising market outlook [1] - The industry has high barriers to entry, positioning the company as a leading player with multiple core advantages [1] - The company is continuously expanding production and investing in R&D, with no immediate financing plans [1] Group 2: San Aifu (三爱富) - The company primarily engages in the R&D, production, and sales of fluorinated chemicals, with a projected net profit of 275 million yuan in 2024 [2] - Growth is driven by an increase in product volume, with some production lines at the Shaowu base gradually starting operations [2] - Future growth will come from existing products, industrial transfer, and domestic substitution [2] - The company's products are widely used in downstream industries such as new energy, electronics, and aerospace, with some products holding leading market shares [2] - The expiration of refrigerant patents will lead to new production lines and processes being developed [2] - The PVDF market is expected to have sufficient supply in the coming years, with the company having advantages in the supply chain and cost [2] - The company has a diverse range of customized polymer products, with stable overall performance [2] - The company is actively seeking new applications and markets for existing products while developing new ones [2] - A valuation enhancement plan for 2025 has been established, with a focus on cash dividends to enhance investor returns [2] - The company plans to distribute a cash dividend of 0.18 yuan per share, increasing the cash dividend ratio to 41.96% [2] - The company is monitoring regulatory trends regarding B-shares and responding to market feedback [2]

证券研究报告 | 公司点评 gszqdatemark 2025 06 16 年 月 日 东山精密（002384.SZ） 收购索尔思切入光通信，AI 布局再下一城 东山精密公告同意公司全资子公司超毅集团拟收购索尔思光电 100%股份，投资 金额合计不超过人民币 59.35 亿元。索尔思专注于光通信领域，核心业务涵盖光 通信模块及组件的设计、研发、生产与销售。产品范围覆盖从 10G 到 800G 及以 上速率的各类光模块，公司凭借先进的技术和可靠的产品质量，在全球光通信市 场占据重要地位，客户群体包括全球知名的互联网数据中心运营商、电信设备制 造商和通信服务提供商等。索尔思 2024 年实现利润约 4 亿人民币。 东山战略布局光通信领域，拓展新的业务增长点。随着 5G 通信、数据中心等行业 的快速发展，光通信市场需求持续增长，索尔思光电在光通信模块及组件领域拥 有顶尖的客户资源、深厚的技术积累、先进的研发能力和完善的产业链布局。通过 本次收购，公司能够快速切入光通信市场，借助索尔思光电的技术和市场优势，完 善公司在光通信战略布局，拓展新的业务增长点，提升公司综合竞争力。另一方 面，公司在消费电子和新能源汽车领域积 ...

中国 深圳 福田区 益田路6001号太平金融大厦11、12楼 邮 政编码：518038 注销部分股票期权以及首次授予第二个行权期行权 条件成就相关事项的 法律意见书 广东信达律师事务所 关于广州方邦电子股份有限公司 电话(Tel.)：(0755) 8826 5288 传真(Fax.)：(0755) 8826 5537 网址（Website）：www.sundiallawfirm.com 法律意见书 广东信达律师事务所 关于广州方邦电子股份有限公司 注销部分股票期权以及首次授予第二个行权期行权 条件成就相关事项的 法律意见书 信达励字(2025)第076号 致：广州方邦电子股份有限公司 根据广州方邦电子股份有限公司（下称"公司"）与广东信达律师事务所（下 称"信达"）签订的专项法律顾问协议，信达接受公司的委托担任公司实施2022 年股票期权激励计划（下称"2022年激励计划"）、2024年限制性股票激励计划 （下称"2024年激励计划"）的特聘专项法律顾问，就公司2024年激励计划调整 授予价格、2022年激励计划调整首次及预留行权价格（与2024年激励计划调整授 予价格合称"本次调整"）、注销部分股票期权（下 ...

Industry Overview - China holds a significant position in the global home appliance industry, being a major producer, consumer, and exporter with a leading industrial support system and technological application level [1][15] - The electric heating element market in China is expected to grow from $3.13 billion in 2017 to $4.294 billion in 2024, with a compound annual growth rate (CAGR) of 4.62% [1][15] - The market is projected to reach $4.496 billion by 2025, driven by the optimistic outlook in the home appliance and new energy markets [1][15] Electric Heating Element Industry Development - The electric heating element industry has evolved through three stages: the budding period, growth period, and explosive period, with significant technological advancements since the 19th century [5][6] - The industry has entered a high-speed development phase in the 21st century, with electric heating elements becoming essential in daily life and industrial production [6] Market Demand and Trends - The demand for electric heating elements is diversifying, leading to a trend towards highly customized products to meet specific industry needs [26] - The electric heating element market is experiencing a shift towards smart technology integration, utilizing IoT and AI for precise temperature control and energy efficiency [24] - Energy-saving innovations are becoming a core focus, with new materials and technologies aimed at reducing energy consumption and enhancing thermal conversion efficiency [25] Key Companies in the Industry - Major companies in the electric heating element sector include Sanhua Intelligent Controls, Dongfang Electric Heating, and Langjin Technology, among others [19][20][22] - Sanhua Intelligent Controls reported a revenue of 27.947 billion yuan in 2024, reflecting a year-on-year growth of 13.8% [20] - Dongfang Electric Heating generated 1.473 billion yuan from new energy equipment manufacturing and 1.14 billion yuan from household appliance components in 2024 [22] Global Market Context - The global electric heating element market has grown from $8.164 billion in 2017 to $10.452 billion in 2024, with a CAGR of 3.59%, and is expected to reach $10.927 billion by 2025 [14] - The industry is characterized by a competitive landscape with North America, Europe, and Asia-Pacific as key regions, where North America and Europe dominate the mid-to-high-end market segments [18]

深圳市京泉华科技股份有限公司 股东会累积投票实施细则 深圳市京泉华科技股份有限公 深圳市京泉华科技股份有限公司 股东会累积投票制实施细则 司 股东会累积投票制实施细则 第五条 公司董事候选人提名应符合《公司法》、《上市公司治理准 则》、《公司章程》等法律、法规及公司内部规章要求。其中，独立董事的提 名还应符合《上市公司独立董事管理办法》的规定。 第六条 提名人应在提名前征得被提名人同意。 第七条 被提名人应向公司董事会提交个人的详细资料，包括但不限于： 姓名、性别、年龄、国籍、教育背景、工作经历、兼职情况、与提名人的关 系，是否存在不适宜担任董事的情形等。 第八条 董事候选人应在股东会召开前作出书面承诺，同意接受提名并公 深圳市京泉华科技股份有限公司 股东会累积投票制实施细则 开本人的详细资料，承诺公开披露的董事候选人的资料真实、完整，并保证当 选后切实履行董事的职责。 第一章 总则 第一条 为进一步完善公司法人治理结构，规范公司选举董事行为，维护 公司中小股东的利益，切实保障社会公众股东选择董事的权利，根据《中华人 民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》 （以下简称"《证券法》 ...