9月29日，东山精密涨5.37%，截至发稿，报72.26元/股，成交21.03亿元，换手率2.13%，总市值1323.52 亿元。 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%。 从基金十大重仓股角度 数据显示，中泰证券资管旗下1只基金重仓东山精密。中泰星锐景气成长混合A（018372）二季度持有 股数6.91万股，占基金净值比例为2.41%，位居第九大重仓股。根据测算，今日浮盈赚取约25.43万元。 中泰星锐景气成长混合A（018372）成立日期2023年7月18日，最新规模4101.79万。今年以来收益 36.51%，同类排名2208/8244；近一年收益41%，同类排名3190/8080；成立以来收益16.17%。 中泰星锐景气成长混合 ...

Core Insights - Longying Precision (300115) reported a total revenue of 8.64 billion yuan for the first half of 2025, representing a year-on-year increase of 12.33%, while the net profit attributable to shareholders decreased by 29.37% to 306 million yuan [1] - The company's accounts receivable is significantly high, with accounts receivable accounting for 381.19% of the latest annual net profit [1] Financial Performance - Total revenue for Q2 2025 was 4.245 billion yuan, up 13.14% year-on-year, with a net profit of 131 million yuan, an increase of 5.7% [1] - Gross margin improved to 18.75%, up 4.41% year-on-year, while net margin decreased to 3.95%, down 34.45% [1] - Total expenses (selling, administrative, and financial) amounted to 552 million yuan, accounting for 6.39% of revenue, a decrease of 2.28% year-on-year [1] - Earnings per share (EPS) fell to 0.23 yuan, down 34.29% year-on-year, while operating cash flow per share decreased by 15.47% to 0.43 yuan [1] Investment Metrics - The company's return on invested capital (ROIC) was 7.35%, indicating average capital returns, with a historical median ROIC of 5.44% over the past decade [4] - The company has a high level of accounts receivable relative to profit, necessitating careful monitoring of cash flow and debt levels [4] Fund Holdings - The largest fund holding Longying Precision is the Huaxia Panyi One-Year Open Mixed Fund, which holds 889,400 shares and has reduced its position [5] - The fund's current scale is 442 million yuan, with a recent net value of 1.3342, reflecting a decline of 2.88% from the previous trading day, but a year-on-year increase of 72.56% [5]

Group 1 - The company has made significant progress in its investment projects in Southeast Asia, particularly in Vietnam, where it has the largest overseas base covering nearly 800 acres [2] - Construction progress in Vietnam has reached one-third completion, with the first phase of the factory successfully launched last year [2] - The monthly sales revenue from the factory in Vietnam has exceeded 60 million RMB, indicating a certain scale of production capacity and the ability to provide one-stop manufacturing solutions to overseas clients [2]

Group 1 - The company, Interstellar Aerospace Technology Group, announced a financing plan through the placement of new shares, issuing 100,000,000 shares to raise approximately HKD 65 million, with a net amount of about HKD 64.5 million after expenses [1] - The placement price of the new shares is HKD 0.65, representing a discount of approximately 18.8% compared to the previous trading day's closing price of HKD 0.80, and a discount of about 17.5% compared to the average closing price of HKD 0.79 over the last five trading days [1] - The newly issued shares will account for approximately 19.8% of the existing issued share capital and approximately 16.6% of the enlarged share capital upon completion [1] Group 2 - The funds raised will be used for the company's general working capital, including administrative expenses and operational costs related to its aerospace business [1] - The issuance is based on a general authorization granted by the shareholders' meeting and is expected to be completed on the fifth business day after the conditions of the subscription agreement are met [1]

Group 1 - Longying Precision (300115.SZ) released its 2024 annual report on April 18, 2025, with 156 institutional investors holding a total of 534 million shares, accounting for 39.38% of the total share capital [1] - The top ten institutional investors collectively hold 37.79% of the shares, with a decrease of 2.45 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, Huazhong Qianyu Bond Initiation A, increased its holdings, while five funds, including Jin Ying Technology Innovation Stock A and Southern CSI 1000 ETF, reduced their holdings by 0.69% [2] - A total of 140 new public funds were disclosed this period, including Guangfa CSI 1000 ETF and Huaxia Growth ETF [2] - One foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.84% compared to the previous quarter [2]