每经头条（nbdtoutiao）——5万亿ETF的370名基金经理薪酬大揭秘！他们的日常工作，就是跟着指数 买股票吗？ 每经AI快讯，国星光电（SZ 002449，收盘价：9.31元）9月19日晚间发布公告称，因工作调动原因，刘 正东先生申请辞去公司董事、总裁职务，张勇先生申请辞去公司董事职务。辞职后，刘正东先生、张勇 先生不再担任公司其他职务，其原定任期到期日为公司第六届董事会届满之日。 2025年1至6月份，国星光电的营业收入构成为：电子元器件行业占比77.04%，出口贸易业占比 17.41%，其他业务占比5.55%。 截至发稿，国星光电市值为58亿元。 （记者 张明双） ...

Core Viewpoint - The recent China-ASEAN Industrial Ministers' Roundtable highlighted the robust industrial cooperation between China and ASEAN, emphasizing the importance of high-quality development and new industrialization as key tasks for both parties [1][2]. Group 1: Trade Relations - China has maintained its position as ASEAN's largest trading partner for 16 consecutive years, while ASEAN has been China's largest trading partner for 5 years [2]. - Over 47% of products between China and ASEAN exhibit high complementarity, particularly in high-end electronic components such as integrated circuits, LED, and optical cables [2]. Group 2: Industrial Cooperation - The meeting underscored the strong complementarity, vitality, and potential in industrial cooperation between China and ASEAN [2]. - China expressed its willingness to enhance industrial cooperation through higher levels of openness, collaborative mechanisms, and practical measures [2]. Group 3: Policy Coordination and Innovation - The participants agreed to strengthen industrial policy coordination and strategic alignment, share practical experiences, and build a regional innovation ecosystem [2][3]. - The "Nanning Initiative" was adopted, focusing on advancing the "Artificial Intelligence +" initiative, facilitating cross-border data flow, and promoting digital transformation in manufacturing [2].

智通财经APP讯，信利国际(00732)发布公告，于2025年9月19日该公司斥资121万港元回购100万股，回 购价格为每股1.21港元。 ...

Core Insights - Recently, Lens Technology (Changsha) Co., Ltd. was established with a registered capital of 100 million yuan [1] - The company's business scope includes manufacturing virtual reality devices, wholesale and retail of electronic components, and manufacturing of electronic components [1] - Lens Technology (300433) holds 100% ownership of the newly established company [1]

Core Viewpoint - A new company, Ma'anshan Jincheng Technology Co., Ltd., has been established with a registered capital of 2 million RMB, focusing on various technology and automotive-related services and products [1] Company Summary - The legal representative of the company is Mao Weiwei [1] - The registered capital of the company is 2 million RMB [1] - The company operates in multiple sectors including technology services, automotive parts manufacturing, and electronic components [1] Industry Summary - The company’s business scope includes technology development, consulting, and transfer, as well as manufacturing and sales of automotive and mechanical parts [1] - It also engages in the wholesale and retail of automotive spare parts and electronic components [1] - The company is involved in general equipment manufacturing and domestic cargo transportation agency [1]

Core Viewpoint - The A-share market showed mixed performance with the Shanghai Composite Index slightly declining while the ChiNext Index experienced a minor increase [1] Market Performance - The Shanghai Composite Index decreased by 0.03% - The Shenzhen Component Index fell by 0.01% - The ChiNext Index rose by 0.08% [1] Sector Performance - Active sectors included CPO concepts, communication equipment, and electronic components - The multi-financial and tourism sectors experienced the largest declines [1]

9月19日新股上市 (共15 9月19日新股申购 (共25 | 瑞立科密(深市主板,00 | | --- | | 申购代码 | 001285 | | | --- | --- | --- | | 发行价格 | 42.28元 | 顶格F | | 总市值 | 57.13亿 | | | 发行市盈率 | 29.64 | 行业 | | 同业可比公司 | 万安科技 | 间业公司 动态市盈率 | | | 伯特利 | | | | 嵘泰股份 | | | | 铝合金精密压铸业务： 15.90%; | | | | 机动车主动安全系统：80.92%; | | | 主营构成 | 技术服务: 1.91%; | | | | 其他:1.28%; | | | | 1、公司作为行业首批从事商用车气压电控制动系 | | | 业务及亮点 | 我国商用车主动安全系统领域龙头。 2、公司逐步强化在液压制动、线控制动等其他主 | | --- | --- | | | 托车等新应用领域，以及智能驾驶等新应用场景 | | | 3、公司自动紧急制动系统(AEBS)，成为行业内官 | | | 融合为一体并通过法规标准测试的企业。 | | | 近三年归母 19.77亿 ...

智通财经APP讯，信利国际(00732)发布公告，该公司于2025年9月18日斥资86.88万港元回购72.4万股股 份，每股回购价格为1.2港元。 ...

每日经济新闻消息，近日，扬杰科技（300373.SZ）发布关于现金收购贝特电子100%股权暨关联交易的公 告。 扬杰科技拟支付现金购买东莞市贝特电子科技股份有限公司（以下简称"贝特电子"或"标的公司"）100%股 权（以下简称"本次交易"），本次交易以符合《中华人民共和国证券法》规定的评估机构出具的权益评估 价值为定价参考，最终确定整体转让价格为人民币221,800万元。本次交易完成后，贝特电子将成为上市公 司的全资子公司。 本次交易未构成重大资产重组。本次交易构成关联交易。本次交易事项尚需提交股东大会审议通过后实 施，关联股东在股东大会上对相关议案回避表决。 本次交易标的公司股东全部权益在评估基准日的评估价值为222,000.00万元，与母公司报表口径中股东全 部权益账面价值59,924.80万元相比，评估增值162,075.20万元，增值率为270.46%；与合并报表口径归属于 母公司的股东权益账面价值57,980.33万元相比，评估增值164,019.67万元，增值率为282.89%。 值得注意的是，本次交易设立了高额的业绩对赌条款。业绩承诺方承诺2025年~2027年贝特电子应实现的 合并报表口径下扣 ...

Core Viewpoint - The report from Zhongyou Securities highlights that Farah Electronics achieved significant growth in revenue and net profit in the first half of the year, driven by a focus on core business and market expansion in high-end sectors such as new energy vehicles, photovoltaics, and energy storage [1] Financial Performance - Farah Electronics reported operating revenue of 2.499 billion yuan, representing a year-on-year increase of 18.05% [1] - The net profit attributable to the parent company was 569 million yuan, reflecting a year-on-year growth of 18.15% [1] Market Strategy - The company is concentrating on its main business while actively exploring markets, focusing on customer and project engagement [1] - Farah Electronics is expanding its market share and sales revenue in high-end customer segments across various industries, including new energy vehicles, photovoltaics, energy storage, wind power, industrial control, rail transit, smart grids, and home appliances [1] Product Development - The company has successfully developed and produced metallized film materials and busbars for film capacitors independently [1] - Through collaborative development and continuous internal innovation, Farah Electronics has established a unique supply chain system for equipment and materials, enabling it to keep pace with market demands and achieve product iteration and original development [1] Project Achievements - Farah Electronics has secured the first batch application project order for the domestic production of dry capacitors in the flexible direct current engineering sector, becoming one of the first domestic capacitor manufacturers to win bids for this project [1] Investment Rating - The report maintains a "Buy" rating for Farah Electronics, indicating a positive outlook for the company's future performance [1]