来源：新浪证券-红岸工作室 今日主力净流入-6706.52万，占比0.04%，行业排名9/10，连续2日被主力资金减仓；所属行业主力净流 入-3.15亿，连续3日被主力资金减仓。 8月27日，同洲电子涨3.45%，成交额17.80亿元，换手率13.84%，总市值137.70亿元。 异动分析 人民币贬值受益+锂电池概念+东数西算(算力)+物联网+举牌 1、根据2024年年报，公司海外营收占比为79.72%，受益于人民币贬值。 2、据2022年年报显示：公司第二板块业务为新能源锂离子电池业务：锂离子电池的技术研发、生产和 销售，以及根据客户要求将电芯进行检测区分电芯容量档位，达到梯次利用目的。2022年公司实现营业 收入2.55亿元，同比增长82.99%，其中，新能源电池业务占比较高。 3、2025年7月28日互动易：公司目前主要集中聚焦于高功率电源领域，公司高功率电源产品为开关电源 产品，主要应用于算力服务器领域。 4、2020年6月17日互动易：公司在物联网领域的投入主要是提供相关解决方案，比如智慧园区、智慧社 区等。 5、近一年来，公司获吴一萍,吴莉萍举牌，举牌人持股占总股本的7.69%。 (免责声明：分析 ...

欧陆通8月26日股价报收249.88元，较前一交易日下跌14.12元，跌幅5.35%。当日开盘价为262.01元，最 高触及269.60元，最低下探249.70元，成交量为62394手，成交金额达16.05亿元，振幅为7.54%。 欧陆通属于电源设备行业，公司主要从事开关电源产品的研发、生产与销售。产品广泛应用于通信、消 费电子、工业控制等领域。公司总部位于广东省深圳市。 8月26日盘中，欧陆通股价出现快速波动。上午9点36分，股价在5分钟内跌幅超过2%；随后在9点48 分，又在5分钟内快速反弹，涨幅超过2%。 资金流向方面，欧陆通8月26日主力资金净流出23084.80万元，占流通市值的0.85%。近五个交易日累计 主力资金净流出21659.89万元，占流通市值的0.79%。 风险提示：股市有风险，投资需谨慎。 ...

数据显示，欧陆通8月19日主力资金净流出15008.07万元，近五日主力资金累计净流出48021.13万元。 风险提示：股市有风险，投资需谨慎。 欧陆通属于电源设备行业，公司位于广东省深圳市，主营业务为开关电源产品的研发、生产和销售。产 品主要应用于工业自动化、新能源、通信设备等领域。 8月19日盘中，欧陆通出现快速波动，早盘先是在9点36分快速回调至243.34元，随后又在9点38分快速 反弹至250.07元。 欧陆通最新股价为257.76元，较前一交易日上涨8.76元。开盘价为248.97元，最高触及259.99元，最低下 探241.00元，成交量为83133手，成交金额20.84亿元。 ...

Company Announcements - Jin Chengzi's 3D printing equipment product revenue is expected to account for less than 2% of the company's total revenue in 2024 [1] - Shan Shui Technology plans to invest approximately 6 billion yuan to establish a new chemical new materials project [1] - Jie Chuang Intelligent has won a procurement project from a provincial public security bureau worth 11.2362 million yuan [1] - Zhongmei Energy reported a coal sales volume of 21.79 million tons in May, a year-on-year decrease of 4.9% [2] - Da Fu Technology intends to transfer 27% equity of Peitian Zhizao for 192 million yuan [1] - Midea Group plans to repurchase company shares worth between 5 billion and 10 billion yuan [2] - Feitian Chengxin's director and deputy general manager Li Wei plans to reduce his holdings by no more than 4 million shares [2] - Dongfang Shenghong's controlling shareholder and concerted actors plan to increase their holdings by 5 billion to 10 billion yuan [2] - Wuzhou Xinchun intends to raise no more than 1 billion yuan through a private placement [1] - Jingu Co. has received a notification for the low-carbon wheel project from Avatar [1]

Market Performance - On June 16, A-shares saw all three major indices close higher, with over 3,500 stocks rising, including 75 stocks hitting the daily limit up [1] - The IT services sector led the gains, particularly driven by digital currency concepts, with Tianyang Technology and Sifang Jingchuang hitting the limit up [1] - Other notable sectors included oil and gas, IP economy, and various subfields like Ant Financial concepts and electronic identification [1] Historical Highs - A total of 31 stocks reached historical closing highs, with banks, basic chemicals, and electric equipment industries showing significant concentration, each having 7, 7, and 3 stocks respectively [3] - The average increase for stocks hitting historical highs was 5.69%, with notable performers including Sifang Jingchuang and Zhongdian Electric [3][4] Institutional Ratings - 13 stocks received buy ratings from institutions, with Dongshan Precision receiving the highest attention with three buy ratings [5][6] - The average increase for stocks with buy ratings was 2.02%, outperforming the Shanghai Composite Index, with Dongshan Precision and others showing significant gains [6] Institutional Net Buying and Selling - 13 stocks saw net buying exceeding 10 million yuan from institutions, with Yuekang Pharmaceutical leading at 227 million yuan [8][9] - In contrast, Yibin Technology faced the highest net selling at 27.16 million yuan, followed by Aoyang Health and Tianyang Technology [8][9] Northbound Capital Flow - 11 stocks received net buying from northbound funds, with Guangxi Media leading at 210 million yuan [10][11] - Conversely, Qianhong Pharmaceutical experienced the highest net selling at 73.73 million yuan [10][11] Corporate Announcements - Bangji Technology plans to acquire shares in several agricultural companies, shifting its focus from pig feed to integrated pig farming [12] - CITIC Construction received approval to issue up to 6 billion yuan in technology innovation bonds to support investments in the tech sector [12]

Group 1 - CITIC Construction Investment has received approval from the People's Bank of China to issue up to 6 billion yuan in technology innovation bonds, aimed at supporting investment in the technology innovation sector, with a validity period from June 11, 2025, to June 10, 2027 [1] - Huatai Securities has obtained registration approval from the China Securities Regulatory Commission to publicly issue technology innovation corporate bonds totaling up to 10 billion yuan, valid for 24 months from the date of approval [1] - China Energy Construction has won the EPC general contracting project for the Jiangyin Sulong 2×660 MW Phase IV expansion project, with a bid amount of approximately 5.005 billion yuan and a total construction period of about 22 months [1] Group 2 - Xin'ao Co. has submitted an application for H-share listing on the Hong Kong Stock Exchange through its wholly-owned subsidiary, aiming to privatize Xin'ao Energy Holdings Limited [2] - Power Source has been awarded a centralized procurement project for switch power supply products by China Tower, with a bid amount of 166 million yuan [2] - ST Jiuyou has received a decision from the Shanghai Stock Exchange to terminate its stock listing, which will subsequently transfer to the national SME share transfer system [2] Group 3 - Three squirrels have decided to terminate the acquisition of control over Hunan Ailing Food Technology Co., Ltd. due to failure to reach agreement on core terms [3] - Shangfeng Cement's investee company, Shanghai Chaoqi Semiconductor Co., Ltd., has had its application for listing on the Sci-Tech Innovation Board accepted by the Shanghai Stock Exchange [4] Group 4 - Shan Shui Technology plans to invest approximately 6 billion yuan in a new chemical materials project, covering an area of about 1,000 acres, with an expected annual output value of 8 billion yuan upon completion [5] - Asia Pacific Co. has received a notification of being designated as a supplier for a foreign brand's EPB product project, with a total sales amount expected to be around 680 million yuan over a 5-year lifecycle [6] - Dafu Technology intends to transfer 27% of its stake in Shenzhen Peitian Intelligent Manufacturing Co., Ltd. for 192 million yuan, maintaining control post-transaction [6] Group 5 - San Da Membrane plans to issue H-shares and list on the Hong Kong Stock Exchange, with the board authorizing management to initiate preparatory work for the listing [7] - Baina Qiancheng has signed a cooperation agreement with Mango TV for exclusive licensing, with a total contract value of 372 million yuan [8] - Tongding Interconnection has been pre-selected for two procurement projects by State Grid and China Mobile, with a combined bid amount of approximately 717 million yuan [9] Group 6 - Lakala is planning to issue H-shares and list on the Hong Kong Stock Exchange, currently discussing specific details with relevant intermediaries [10] - Dongfang Shenghong's controlling shareholder's concerted action party plans to increase its stake in the company by 500 million to 1 billion yuan within six months [11]