10月9日，风华高科盘中上涨2.04%，截至10:45，报15.97元/股，成交2.14亿元，换手率1.17%，总市值 184.78亿元。 资金流向方面，主力资金净流出1807.39万元，特大单买入1613.16万元，占比7.54%，卖出1875.79万 元，占比8.76%；大单买入4115.18万元，占比19.23%，卖出5659.93万元，占比26.44%。 风华高科今年以来股价涨12.46%，近5个交易日涨1.20%，近20日涨10.98%，近60日涨16.48%。 资料显示，广东风华高新科技股份有限公司位于广东省肇庆市风华路18号风华电子工业城，成立日期 1994年3月23日，上市日期1996年11月29日，公司主营业务涉及研制、生产、销售电子元器件、电子材 料等。主营业务收入构成为：电子元器件及电子材料98.36%，其他业务1.64%。 风华高科所属申万行业为：电子-元件-被动元件。所属概念板块包括：MLCC概念、工业互联网、中 盘、低空经济、电感等。 截至8月31日，风华高科股东户数9.04万，较上期增加0.00%；人均流通股12797股，较上期增加0.00%。 2025年1月-6月，风华高科实现 ...

被动元件大厂国巨（2327）董事长陈泰铭收购日商芝浦电子案终于达成目标。国巨昨（3）日宣布，公 开收购芝浦参与应卖股数已过50.01%的门槛，累计持有约87%的芝浦股权。 依国巨每股7,130日圆价格估算，法人估计至今约斥资近950亿日圆（约新台币196亿元）。 业界人士指出，两件并购案是国巨近年来系统性布局半导体产业链的代表作，强化集团提供完整解决方 案，抢攻AI电源端的主动元件、被动元件新设计。 业界指出，从富鼎的功率半导体MOSFET技术，再到力智的电源管理IC设计能力，以及茂达的风扇马达 驱动IC和电源管理IC产品线，透过快速收购，国巨已经建立从被动元件到主动元件的垂直整合能力，形 成一个相互支援的完整电源解决方案生态系统。 业界进一步说，不论是电源IC或是芝浦的保护元件，都是用来处理电流、电压，功能包含稳压、储存电 能、滤波等，显示出国巨布局电源领域积极态度，未来在电源领域方面，可直接整合，在前端就将自家 的被动元件和IC绑定、提供客户完整解决方案，不仅简化了客户的采购流程，更能够确保不同元件间的 最佳匹配和系统优化，让国巨产品具备更强市场竞争力。 随着茂达纳入泛国巨集团，国巨版图已延伸至人形机器人 ...

Core Viewpoint - The stock price of Shunluo Electronics has experienced fluctuations, with a year-to-date increase of 13.72% but a recent decline of 2.82% over the last five trading days [2] Company Overview - Shunluo Electronics, established on September 8, 2000, and listed on June 13, 2007, is located in Longhua District, Shenzhen, Guangdong Province. The company specializes in the research, production, and sales of new electronic components, including chip inductors and chip varistors [2] - The main business revenue composition is 99.13% from chip electronic components and 0.87% from other sources [2] - As of June 30, 2025, the company had 39,400 shareholders, a decrease of 7.57% from the previous period, with an average of 19,220 circulating shares per shareholder, an increase of 8.64% [2] Financial Performance - For the period from January to June 2025, Shunluo Electronics achieved operating revenue of 3.224 billion yuan, representing a year-on-year growth of 19.80%. The net profit attributable to shareholders was 486 million yuan, reflecting a year-on-year increase of 32.03% [2] Dividend Information - Since its A-share listing, Shunluo Electronics has distributed a total of 2.32 billion yuan in dividends, with 869 million yuan distributed over the past three years [3] Shareholding Structure - As of June 30, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 50.2593 million shares, a decrease of 8.0397 million shares from the previous period. Other notable shareholders include Xingquan Trend Investment Mixed Fund and Southern CSI 500 ETF, with varying changes in their holdings [3]

9月30日，达利凯普盘中上涨2.04%，截至09:50，报17.99元/股，成交2876.30万元，换手率0.78%，总市 值71.96亿元。 资金流向方面，主力资金净流出73.09万元，大单买入187.03万元，占比6.50%，卖出260.12万元，占比 9.04%。 达利凯普今年以来股价涨10.03%，近5个交易日涨0.45%，近20日涨2.10%，近60日跌0.33%。 今年以来达利凯普已经1次登上龙虎榜，最近一次登上龙虎榜为4月18日，当日龙虎榜净买入1775.47万 元；买入总计4734.58万元 ，占总成交额比13.75%；卖出总计2959.11万元 ，占总成交额比8.59%。 资料显示，大连达利凯普科技股份公司位于辽宁省大连市金州区董家沟街道金悦街21号，成立日期2011 年3月17日，上市日期2023年12月29日，公司主营业务涉及射频微波瓷介电容器的研发、制造及销售。 主营业务收入构成为：瓷介电容器98.15%，其他1.85%。 达利凯普所属申万行业为：电子-元件-被动元件。所属概念板块包括：军工信息化、军民融合、军工电 子、航天军工、轨道交通等。 截至9月19日，达利凯普股东户数2.11万 ...

Core Viewpoint - Shunluo Electronics has shown a positive stock performance with a year-to-date increase of 16.63% and a significant rise of 29.00% over the past 60 days, indicating strong market interest and potential growth in the electronic components sector [1][2]. Financial Performance - For the first half of 2025, Shunluo Electronics reported a revenue of 3.224 billion yuan, representing a year-on-year growth of 19.80%, while the net profit attributable to shareholders was 486 million yuan, up 32.03% compared to the previous year [2]. - Cumulatively, since its A-share listing, the company has distributed a total of 2.32 billion yuan in dividends, with 869 million yuan distributed over the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Shunluo Electronics decreased by 7.57% to 39,400, while the average number of circulating shares per person increased by 8.64% to 19,220 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 50.2593 million shares, a decrease of 8.0397 million shares from the previous period [3].

9月29日，江海股份盘中上涨2.20%，截至11:11，报31.07元/股，成交4.83亿元，换手率1.92%，总市值 264.26亿元。 责任编辑：小浪快报 江海股份所属申万行业为：电子-元件-被动元件。所属概念板块包括：超级电容、5G、石墨烯、ETC概 念、增持回购等。 截至6月30日，江海股份股东户数5.04万，较上期减少3.41%；人均流通股16268股，较上期增加3.53%。 2025年1月-6月，江海股份实现营业收入26.94亿元，同比增长13.96%；归母净利润3.58亿元，同比增长 3.19%。 分红方面，江海股份A股上市后累计派现12.12亿元。近三年，累计派现5.65亿元。 机构持仓方面，截止2025年6月30日，江海股份十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股1377.28万股，相比上期减少4.12万股。中欧时代先锋股票A（001938）位居第七大流通股 东，持股1050.00万股，为新进股东。宏利转型机遇股票A（000828）位居第八大流通股东，持股929.58 万股，持股数量较上期不变。国投瑞银新能源混合A（007689）退出十大流通股东之列。 资金流向方面，主 ...

被动元件大厂国巨不屈不挠推动芝浦收购案，公开收购期限延至10月3日，并于近期迎来重大突破。日 本先前媒体报道指出，芝浦电子正式支持国巨的收购案，并建议股东参与投标。国巨表示，此次合作将 带来强化海外业务及扩展产品线的综效，并为双方创造更具前景的未来。 国巨指出，此次芝浦电子改变立场，源自双方数月来深入交流及建设性互动，芝浦电子认同合作所能实 现的综效，并相信这将为自身及员工开创更具前景的未来，国巨对此表示欣慰，并期待双方携手推动业 务成长及产品创新，拓展全球市场。 国巨为了并购芝浦电子数度调整延长公开收购期限，最早是5月9日正式开始以每股6200日元公开收购芝 浦电子股权，后来因应日本美蓓亚三美（Minebea Mitsumi）竞争，在8月23日宣布再度提高对芝浦电子 股份的公开收购价格，调升至每股7130日元。根据资料，芝浦电子主要制造负温度係数（NTC）热敏电 阻，以及温度、湿度、风速等传感元件制造销售。 业界看好，国巨若顺利并购日本芝浦电子，主要益处在于扩展出传感器业务，特别是在NTC热敏电阻与 温度感测器领域取得技术领先优势，将有助于国巨深化日本汽车与工业控制（工控）市场布局，借助芝 浦与日系大厂的紧 ...

Company Overview - Fenghua High-Tech Co., Ltd. is located in Zhaoqing City, Guangdong Province, and was established on March 23, 1994. The company was listed on November 29, 1996. Its main business involves the research, production, and sales of electronic components and materials [1][2]. - The company's revenue composition is 98.36% from electronic components and materials, with the remaining 1.64% from other businesses [1]. Financial Performance - For the first half of 2025, Fenghua High-Tech achieved operating revenue of 2.772 billion yuan, representing a year-on-year growth of 15.92%. However, the net profit attributable to shareholders decreased by 19.50% to 167 million yuan [2]. - As of August 31, the number of shareholders was 90,400, with an average of 12,797 circulating shares per person, showing no change from the previous period [2]. Stock Performance - On September 26, the stock price of Fenghua High-Tech fell by 2.04% to 15.37 yuan per share, with a trading volume of 213 million yuan and a turnover rate of 1.19%. The total market capitalization is 17.783 billion yuan [1]. - Year-to-date, the stock price has increased by 8.23%, with a decline of 2.97% over the last five trading days, a slight increase of 0.33% over the last 20 days, and a rise of 13.51% over the last 60 days [1]. Shareholder Information - Since its A-share listing, Fenghua High-Tech has distributed a total of 1.576 billion yuan in dividends, with 476 million yuan distributed over the past three years [3]. - As of June 30, 2025, the top ten circulating shareholders include the Southern CSI 500 ETF, which holds 11.9819 million shares, an increase of 84,900 shares from the previous period. Hong Kong Central Clearing Limited is a new shareholder, holding 9.7988 million shares [3].

法拉电子所属申万行业为：电子-元件-被动元件。所属概念板块包括：中盘、融资融券、社保重仓、 MSCI中国、基金重仓等。 截至6月30日，法拉电子股东户数1.77万，较上期减少11.03%；人均流通股12737股，较上期增加 12.39%。2025年1月-6月，法拉电子实现营业收入24.99亿元，同比增长18.05%；归母净利润5.69亿元， 同比增长18.15%。 分红方面，法拉电子A股上市后累计派现43.80亿元。近三年，累计派现13.05亿元。 机构持仓方面，截止2025年6月30日，法拉电子十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1587.77万股，相比上期减少238.60万股。前海开源公用事业股票（005669）位居第四大流 通股东，持股702.67万股，相比上期增加32.36万股。前海开源新经济混合A（000689）位居第六大流通 股东，持股302.65万股，相比上期增加3.94万股。广发稳健增长混合A（270002）位居第九大流通股 东，持股250.00万股，相比上期增加40.00万股。南方中证500ETF（510500）位居第十大流通股东，持 股197.12万股，为新进股东 ...

Core Viewpoint - Jianghai Co., Ltd. has shown significant stock performance with an 86.24% increase year-to-date, despite a recent decline of 2.95% over the last five trading days [1] Financial Performance - For the first half of 2025, Jianghai Co., Ltd. achieved a revenue of 2.694 billion yuan, representing a year-on-year growth of 13.96%, and a net profit attributable to shareholders of 358 million yuan, up 3.19% year-on-year [2] - The company has distributed a total of 1.212 billion yuan in dividends since its A-share listing, with 565 million yuan distributed over the last three years [3] Shareholder Information - As of June 30, 2025, Jianghai Co., Ltd. had 50,400 shareholders, a decrease of 3.41% from the previous period, with an average of 16,268 circulating shares per shareholder, an increase of 3.53% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 13.7728 million shares, and new entrant China Europe Era Pioneer Stock A, holding 10.5 million shares [3] Market Activity - Jianghai Co., Ltd. has been active in the market, appearing on the trading leaderboard seven times this year, with the most recent appearance on September 2, where it recorded a net purchase of 252 million yuan [1] - The stock's trading volume on September 22 reached 448 million yuan, with a turnover rate of 1.72% [1] Business Overview - Jianghai Co., Ltd. specializes in the research, production, sales, and service of capacitors and related materials, with its main revenue sources being aluminum electrolytic capacitors (82.75%), film capacitors (8.65%), supercapacitors (6.00%), electrode foils (2.00%), and others (0.60%) [1]