9月24日，苏州东山精密（002384）制造股份有限公司(以下简称"东山精密")发布公告称，为进一步推 动公司国际化战略落地、拓展海外业务布局，提升国际品牌知名度与综合竞争力，东山精密正筹划发行 H股并在香港联合交易所有限公司(以下简称"香港联交所")主板挂牌上市的相关工作。 众和昆仑(北京)资产管理有限公司董事长柏文喜对《证券日报》记者分析称，从战略价值看，港股平台 与东山精密的全球化布局高度契合。一方面，借助旗下公司的国际客户网络，东山精密已深度融入全球 高端电子产业链；另一方面，港股市场聚集的国际机构投资者群体，不仅能为公司提供长期稳定的资金 支持，更可强化其与海外客户的合作信任度，进一步拓展国际市场份额。同时，在AI(人工智能)服务器 与数据中心供应链中，港股上市将帮助东山精密提升全球话语权，更好地把握高端光模块领域的增长机 遇。 柏文喜进一步表示，当前港股市场已汇聚新能源汽车、消费电子及AI产业链等领域的核心企业，形成 鲜明的产业集群效应。东山精密登陆香港联交所后，可依托港股资本平台深化与上下游企业的协同合 作，强化"PCB+光模块+精密组件"的一体化供应优势，这一业务模式也与港股市场对"硬科技+产 ...

Core Viewpoint - ChipSmart Holdings (02166.HK) reported a mid-year performance for the first half of 2025, showing overall revenue growth and significant increases in net profit and gross profit compared to the same period in 2024 [1] Financial Performance - Total revenue for the first half of 2025 reached HKD 2.796 billion, representing a 6.6% increase from HKD 2.621 billion in the same period of 2024 [1] - Gross profit amounted to HKD 162 million, which is a 13.1% increase from HKD 143 million in the first half of 2024 [1] - Net profit attributable to shareholders was HKD 48.5 million, marking a 33.4% increase from HKD 36.3 million in the previous year [1] - Basic and diluted earnings per share were HKD 0.1044 [1] Dividend Declaration - The board of directors declared an interim dividend of HKD 0.03 per share [1] Business Unit Performance - The business units including smart vision, optoelectronic display, communication products, optical communication, and hybrid distribution experienced varying degrees of growth [1] - However, the performance of storage products and smart display did not meet expectations [1]

Company Overview - The stock price of Chanzhan Optoelectronics is reported at 39.00 yuan as of August 20, 2025, with a decline of 1.49% from the previous trading day [1] - The stock exhibited a trading range of 37.18 to 40.00 yuan, with a volatility of 7.12% and a total trading volume of 249,900 hands, amounting to 966.5 million yuan [1] - Chanzhan Optoelectronics specializes in the research, production, and sales of optoelectronic display products, which are widely used in consumer electronics and industrial control sectors [1] Industry Insights - The company operates within the optical optoelectronics sector [1] - On August 20, there was a net outflow of 1.4738 million yuan in main funds, but over the past five trading days, there was a cumulative net inflow of 65.9298 million yuan [1] - Intraday trading data indicated rapid corrections and rebounds exceeding 2% at 9:36 AM and 9:45 AM respectively [1]

Core Insights - Hanbo High-tech's stock price reached 19.32 yuan as of August 19, 2025, marking an increase of 3.22 yuan from the previous trading day [1] - The stock opened at 16.42 yuan, with a daily high of 19.32 yuan and a low of 16.39 yuan, indicating significant price movement [1] - The trading volume for the day was 89,148 hands, with a total transaction value of 1.67 billion yuan [1] Trading Activity - The average transaction size on August 19 was 1,219 shares, reflecting a 228.8% increase in trading volume compared to the previous period, indicating heightened trading activity [1] - There was a net inflow of 52.04 million yuan from major funds on that day, with a cumulative net inflow of 45.58 million yuan over the past five days [1] Company Overview - Hanbo High-tech operates in sectors including optical optoelectronics, Anhui region, AIPC, MiniLED, and new energy vehicles [1] - The company's main business focuses on the optoelectronic display field, with products widely used in consumer electronics and automotive electronics [1]

Group 1 - The stock price of Chanzhan Optoelectronics closed at 35.99 yuan on August 18, 2025, down 1.13% from the previous trading day [1] - The stock opened at 36.39 yuan, reached a high of 37.00 yuan, and a low of 34.88 yuan, with an intraday volatility of 5.82% [1] - The trading volume was 148,000 hands, with a total transaction amount of 532 million yuan [1] Group 2 - Chanzhan Optoelectronics specializes in the research, production, and sales of optoelectronic display products, primarily used in consumer electronics, automotive displays, and industrial control [1] - The company operates within the optical optoelectronics sector and is also involved in emerging fields such as trusted computing and vehicle networking [1] Group 3 - On August 18, the net outflow of main funds for Chanzhan Optoelectronics was 52.03 million yuan, with a cumulative net outflow of 4.0448 million yuan over the past five trading days [1] - The turnover rate for the day was 8.69%, indicating active market trading [1]

Core Insights - The third Asian Women Entrepreneurs Conference aims to create a platform for communication and cooperation among Asian women entrepreneurs, promoting regional business collaboration and development [12] Group 1: Industry Development - The delegation visited the Jiyuan Optoelectronic Display Manufacturing Industrial Park, which is developed by Guizhou Jiyuan Semiconductor Technology Co., Ltd., a foreign-invested enterprise with a registered capital of 30 million USD [4] - The industrial park will integrate various functions including chip packaging, cover plate manufacturing, mobile module production, chip testing, and backlight manufacturing [4] - The delegation expressed strong interest in the automated production equipment, strict quality control systems, and innovative technology research and development observed during the visit [7] Group 2: Technological Innovation - The delegation also visited Hankeis Digital Manufacturing Factory, known for its innovative smart driving technology and digital manufacturing model [8] - They observed the production line of smart vehicles and experienced the latest driverless car features, showing significant interest in the integration of artificial intelligence (AIGC) with automotive production and applications [9] - Hankeis shared insights on various product types and the company's development history, addressing technological challenges and market competition, which provided new perspectives on technological innovation and business development for the entrepreneurs [9]