资料显示，苏州东山精密制造股份有限公司位于江苏省苏州市吴中区太湖东路99号运河小镇总部产业园 12号楼，成立日期1998年10月28日，上市日期2010年4月9日，公司主营业务涉及精密钣金件和精密铸件 的制造与服务,精密电子制造;柔性电路板制造设计、生产及销售业务。主营业务收入构成为：电子电路 产品65.23%，触控面板及液晶显示模组17.98%，精密组件产品13.93%，LED显示器件1.69%，其他 1.17%。 9月26日，东山精密跌5.12%，截至发稿，报70.30元/股，成交39.87亿元，换手率4.00%，总市值1287.62 亿元。东山精密股价已经连续3天下跌，区间累计跌幅7.36%。 中泰星锐景气成长混合A（018372）基金经理为高兰君。 截至发稿，高兰君累计任职时间6年100天，现任基金资产总规模1.08亿元，任职期间最佳基金回报 126.62%， 任职期间最差基金回报18.35%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 ...

Group 1 - The stock price of Dongshan Precision has declined by 5.12% on September 26, reaching 70.30 CNY per share, with a trading volume of 3.957 billion CNY and a turnover rate of 3.97%, resulting in a total market capitalization of 128.762 billion CNY. The stock has experienced a cumulative decline of 7.36% over the past three days [1] - Dongshan Precision, established on October 28, 1998, and listed on April 9, 2010, is located in Suzhou, Jiangsu Province. The company specializes in the manufacturing and service of precision sheet metal parts and precision castings, as well as flexible circuit board design, production, and sales. The main business revenue composition includes: 65.23% from electronic circuit products, 17.98% from touch panels and LCD display modules, 13.93% from precision components, 1.69% from LED display devices, and 1.17% from other sources [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Chuangjin Hexin holds a significant position in Dongshan Precision. The Chuangjin Hexin Innovation-Driven Stock A (010495) held 78,400 shares in the second quarter, accounting for 3.61% of the fund's net value, ranking as the eighth largest heavy stock. The estimated floating loss today is approximately 297,100 CNY, with a total floating loss of 461,800 CNY over the three-day decline [2] - The fund manager of Chuangjin Hexin Innovation-Driven Stock A is Guo Zhenyue, who has been in the position for 127 days. The total asset scale of the fund is 82.1407 million CNY, with the best fund return during the tenure being 57.37% and the worst being 56.97% [3]

Group 1 - The core point of the news is that Jingyan Technology's stock price dropped by 5.01% to 50.21 CNY per share, with a trading volume of 362 million CNY and a turnover rate of 4.75%, resulting in a total market capitalization of 9.343 billion CNY [1] - Jingyan Technology, established on November 29, 2004, and listed on October 19, 2017, is located in Changzhou, Jiangsu Province. The company primarily focuses on MIM products and has recently expanded into transmission, precision plastics, heat dissipation, smart manufacturing services, and electronic manufacturing sectors [1] - The revenue composition of Jingyan Technology includes MIM components and assemblies at 59.24%, transmission and heat dissipation components at 25.79%, precision plastic components at 7.99%, other supplementary products at 4.27%, and end products at 2.71% [1] Group 2 - From the perspective of major fund holdings, one fund under China Ocean Fund has a significant position in Jingyan Technology. The China Ocean Dividend and Growth Mixed Fund (398011) held 190,000 shares in the second quarter, accounting for 3.91% of the fund's net value, ranking as the fifth-largest holding [2] - The China Ocean Dividend and Growth Mixed Fund (398011) was established on June 16, 2005, with a latest scale of 190 million CNY. Year-to-date, it has achieved a return of 27.06%, ranking 3648 out of 8171 in its category; over the past year, it has returned 76.01%, ranking 1319 out of 8004; and since inception, it has returned 311.23% [2]

9月26日，东山精密跌5.12%，截至发稿，报70.30元/股，成交39.57亿元，换手率3.97%，总市值1287.62 亿元。东山精密股价已经连续3天下跌，区间累计跌幅7.36%。 资料显示，苏州东山精密制造股份有限公司位于江苏省苏州市吴中区太湖东路99号运河小镇总部产业园 12号楼，成立日期1998年10月28日，上市日期2010年4月9日，公司主营业务涉及精密钣金件和精密铸件 的制造与服务,精密电子制造;柔性电路板制造设计、生产及销售业务。主营业务收入构成为：电子电路 产品65.23%，触控面板及液晶显示模组17.98%，精密组件产品13.93%，LED显示器件1.69%，其他 1.17%。 长盛盛丰混合A（003641）基金经理为杨衡。 截至发稿，杨衡累计任职时间12年339天，现任基金资产总规模5亿元，任职期间最佳基金回报 87.15%， 任职期间最差基金回报-26.89%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股 ...

Core Viewpoint - 嘉利国际's stock surged over 30% following the announcement of its inclusion in NVIDIA's list of qualified suppliers for server chassis and cabinet components, indicating strong market confidence in the company's future prospects in the AI and data center sectors [1] Group 1: Company Developments - 嘉利国际's share price increased by 26.88%, reaching HKD 2.36, with a trading volume of HKD 80.78 million [1] - The company has been recognized as a reputable global supplier in the server market, leveraging its expertise in server chassis and related components [1] - 嘉利国际 is actively working to deliver more prototype products to NVIDIA in the coming months to support its AI server platform and data center deployments [1] Group 2: Strategic Partnerships - 嘉利国际's assistant chairman,何伟汗, indicated that the company has been in active discussions with NVIDIA and has provided the H300MGX sample for certification, aiming for inclusion in NVIDIA's certified procurement list [1] - The successful entry into NVIDIA's supplier list is expected to attract more potential clients from AI and big data center companies [1]

Group 1 - The number of listed companies in the domestic stock market has reached 5,435 as of the end of August, with a total market capitalization of 104.16 trillion yuan, reflecting a month-on-month increase of 9.7% [1][2] - There is a noticeable trend of companies going overseas, with over 70 domestic companies listed abroad this year, and more than 50 A-share companies applying for listing on the Hong Kong Stock Exchange [2][3] - The market capitalization of listed companies increased by 9.29 trillion yuan from the end of July, with significant contributions from the Shanghai and Shenzhen stock exchanges [4] Group 2 - The increase in market size is closely related to the recent investment sentiment in the A-share market, with a shift in asset allocation from conservative savings to equities [5][6] - The growth in the number of companies with market capitalizations exceeding 1 trillion yuan and 100 billion yuan indicates a robust market environment, with 7 companies valued over 1 trillion yuan [4] - The preference for high-dividend stocks and large-cap growth styles among insurance funds is expected to balance the market dynamics between large and small-cap stocks [6]

Core Viewpoint - The company is a leading provider of machine vision depth camera system solutions in China, with a strong focus on 3D ToF (Time of Flight) technology, and aims to enhance its presence in the robotics sector through innovative product offerings [1] Group 1: Company Overview - The company has established a comprehensive 3D visual perception technology system, leveraging years of expertise in core technologies such as optoelectronic components, optical design, depth algorithms, and advanced manufacturing [1] - It has developed vertical integration capabilities from chip-level components to module manufacturing and system integration, enabling large-scale commercial applications in various fields including smartphones, smart cars, service robots, AR/VR, and IoT [1] Group 2: Robotics Sector - The company's products are primarily used in cleaning robots and service robots, with its microelectronics team entering the robotics field in 2019 [1] - In 2024, the company plans to launch a dual-light source ToF patented architecture solution that offers advantages such as obstacle avoidance and positioning navigation technology, a detection range of 10 meters, low power consumption, high sampling rate, and low computational requirements [1] - The company aims to continue deepening its focus on the robotics sector, investing in research and development to provide cost-effective and high-performance smart product solutions to support industry upgrades [1] Group 3: Partnerships and Client Relationships - The company has established long-term and stable collaborative relationships with numerous brand clients, indicating a strong market presence and reliability in its offerings [1]

两融数据显示，该股最新融资余额为72.51亿元，近5日增加3.34亿元，增幅为4.84%。（数据宝） 9月25日工业富联大宗交易一览 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | （元） | | | | | 68.46 | 0.00 | 中国中金财富证券有限公 司福州五四路证券营业部 | 中国国际金融股份有限公司 北京建国门外大街证券营业 | | | | | 部 | | 成交量 （万 股） 5.00 | | | | | 成交金 额（万 元） 342.30 | | | | 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。 工业富联9月25日大宗交易平台出现一笔成交，成交量5.00万股，成交金额342.30万元，大宗交易成交价 为68.46元。该笔交易的买方营业部为中国中金财富证券有限公司福州五四路证券营业部，卖方营业部 为中国国际金融股份有限公司北京建国门外大街证券营业部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为747.16万元。 证券时报·数据宝统计显示，工业富 ...

Core Insights - A new company named Shanghai Yiqichengji Technology Co., Ltd. has been established with a registered capital of 100,000 RMB and is represented by Li Na [1] Company Overview - The company is engaged in a variety of technical services including technology development, consulting, and transfer [1] - It specializes in the sales and manufacturing of power electronic components and advanced power electronic devices [1] - The company also focuses on the manufacturing and sales of electrical equipment, including distribution switch control devices and electrical signal equipment [1] - Additional activities include the research and development of motor control systems and integrated circuit manufacturing [1] - The company is involved in software development and artificial intelligence application system integration services [1] - It offers repair services for electrical equipment and sales of electric bicycles and related parts [1]

Core Viewpoint - Industrial Fulian (FII) is expected to enter a strong profit growth phase starting from Q3 2025, driven by increased market share in AI servers, modular AI data centers, network upgrades, and a seasonal boost in the smartphone market [1][4][6]. Group 1: Revenue Growth Drivers - Increased market share in AI servers due to strong R&D and execution capabilities, enabling the launch of next-generation rack-level AI servers [1][6]. - Collaboration between FII's parent company Hon Hai and Delta Electronics is expected to accelerate the deployment of AI data centers, supporting growth in AI server shipments [1][6]. - Rising demand for high-speed connectivity will boost the shipment of network devices, with product upgrades to 400G/800G increasing revenue per unit [1][6]. Group 2: Profitability and Financial Projections - Strong growth in rack-level AI servers is anticipated to drive revenue growth while maintaining disciplined operating expenses, supporting operating profit margins (OPM) [4][6]. - Net profit forecasts for 2025-2027 have been raised by 3%/3%/4% due to higher expected revenues from AI infrastructure and a positive market response [4][6]. - Operating expense ratios are projected to decrease to 1.9%/1.3%/1.2% for 2025-2027, down from 2.3% in Q2 2025, while SG&A expenses are expected to grow at a CAGR of 2% and R&D expenses at a CAGR of 14% [6]. Group 3: Target Price and Investment Rating - The target price has been raised by 13% to RMB 77.2, with the target P/E ratio adjusted from 26.9x to 29.4x based on stronger forward-looking net income growth [4]. - The investment rating remains "Buy" [4][7].