10月9日，东山精密盘中下跌2.10%，截至13:02，报70.00元/股，成交25.65亿元，换手率2.59%，总市值 1282.13亿元。 资金流向方面，主力资金净流出1.00亿元，特大单买入3.57亿元，占比13.90%，卖出4.24亿元，占比 16.51%；大单买入7.13亿元，占比27.78%，卖出7.46亿元，占比29.08%。 东山精密今年以来股价涨140.30%，近5个交易日跌6.48%，近20日涨8.29%，近60日涨50.80%。 今年以来东山精密已经8次登上龙虎榜，最近一次登上龙虎榜为9月11日，当日龙虎榜净买入4.87亿元； 买入总计17.98亿元 ，占总成交额比26.08%；卖出总计13.12亿元 ，占总成交额比19.02%。 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 ...

Core Viewpoint - Dongshan Precision's stock has experienced significant fluctuations, with a year-to-date increase of 146.82% but a recent decline of 6.01% over the past five trading days [1] Group 1: Stock Performance - As of September 30, Dongshan Precision's stock price was 71.90 CNY per share, with a market capitalization of 131.69 billion CNY [1] - The stock has seen a trading volume of 1.5 billion CNY, with a turnover rate of 1.49% [1] - The company has appeared on the "龙虎榜" (a trading board for stocks with significant trading activity) eight times this year, with the most recent appearance on September 11, where it recorded a net buy of 487 million CNY [1] Group 2: Financial Performance - For the first half of 2025, Dongshan Precision reported a revenue of 16.955 billion CNY, representing a year-on-year growth of 1.96%, and a net profit attributable to shareholders of 758 million CNY, which is a 35.21% increase year-on-year [2] - The company has distributed a total of 1.544 billion CNY in dividends since its A-share listing, with 731 million CNY distributed over the past three years [3] Group 3: Shareholder Information - As of September 19, the number of shareholders for Dongshan Precision reached 99,600, an increase of 18.14% from the previous period [2] - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 63.4631 million shares, an increase of 14.0925 million shares from the previous period [3] - New institutional investors include Morgan Emerging Markets Fund, which holds 12.4684 million shares [3]

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 ...

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%。 9月26日，东山精密跌5.12%，截至发稿，报70.30元/股，成交39.87亿元，换手率4.00%，总市值1287.62 亿元。东山精密股价已经连续3天下跌，区间累计跌幅7.36%。 中泰星锐景气成长混合A（018372）基金经理为高兰君。 截至发稿，高兰君累计任职时间6年100天，现任基金资产总规模1.08亿元，任职期间最佳基金回报 126.62%， 任职期间最差基金回报18.35%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 ...

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 ...

Group 1 - The company Dongshan Precision announced plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international strategy and brand recognition [1] - In the first half of 2025, Dongshan Precision achieved total revenue of 16.955 billion yuan, a year-on-year increase of 1.96%, and a net profit attributable to shareholders of 758 million yuan, a year-on-year increase of 35.21% [3] - The company's gross profit margin improved due to reduced depreciation costs and ongoing structural adjustments in its LED business [3] Group 2 - Dongshan Precision's AI strategy focuses on building competitive hardware infrastructure to meet the demands of the AI industry ecosystem, with a focus on high-end PCBs and optical modules for AI computing power [3] - The current optical chip market is experiencing a supply shortage driven by the demand for high-speed optical modules, particularly for products with speeds of 800G and above [4] - The expansion cycle for optical chips is approximately one year, with an additional three years required for customer validation, while optical module expansion can respond more flexibly to customer demand [4]

9月23日， 东山精密 发布公告称，公司正在筹划境外发行股份（H股）并在香港联交所主板挂牌上市。 这一消息引发市场关注，距离公司实控人低价包揽14亿元定增方案尚不足半年。 资料显示，东山精密主业以 消费电子 与 新能源 两大核心赛道的双轮驱动战略主线，在消费电子业务不 断提质增效的同时，全力拥抱新能源的"新蓝海"。 作为 苹果 供应链的重要企业，东山精密近年面临增收不增利的尴尬局面。2024年，公司营收增长 9.27%至367.70亿元，而净利润却大幅下滑44.74%至10.86亿元。 从财报数据看，东山精密目前面临多重挑战。公司核心业务电子电路产品虽然贡献了超过六成的收入， 但产品单价同比下滑23.48%，毛利率也随之下降2.45个百分点至18.34%。 更令人担忧的是公司的 LED 显示器件业务，该业务收入同比下滑35.48%，毛利率已经低至-40.94%，这 意味着公司是在"亏本销售"。2024年，公司对LED业务相关资产计提了5.95亿元资产减值损失，产生 1.64亿元资产处置损失。 数据显示，2017年至2024年，第一大客户对东山精密的销售比例从29.8%攀升至51.28%。这种依赖性在 供应链波 ...

Company Overview - Dongshan Precision has seen a stock price increase of 169.38% year-to-date, with a recent 2.78% rise over the last five trading days and a 47.33% increase over the last 20 days [2] - The company specializes in the manufacturing and service of precision sheet metal parts, precision castings, and flexible circuit boards, with main business revenue composition being 65.23% from electronic circuit products, 17.98% from touch panels and LCD modules, 13.93% from precision components, 1.69% from LED display devices, and 1.17% from other sources [2] Financial Performance - For the first half of 2025, Dongshan Precision achieved a revenue of 16.955 billion yuan, representing a year-on-year growth of 1.96%, while the net profit attributable to shareholders was 758 million yuan, reflecting a significant increase of 35.21% [3] - The company has distributed a total of 1.544 billion yuan in dividends since its A-share listing, with 731 million yuan distributed over the past three years [4] Shareholder Information - As of September 10, 2025, the number of shareholders increased to 84,300, with an average of 16,451 circulating shares per person, a decrease of 2.04% from the previous period [3] - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 63.4631 million shares, an increase of 14.0925 million shares from the previous period [4] Market Activity - On September 19, Dongshan Precision's stock price fell by 2.05% to 78.47 yuan per share, with a trading volume of 1.597 billion yuan and a turnover rate of 1.45%, resulting in a total market capitalization of 143.726 billion yuan [1] - The stock has appeared on the "Dragon and Tiger List" eight times this year, with the most recent appearance on September 11, where it recorded a net purchase of 487 million yuan [2]

Company Overview - Dongshan Precision Manufacturing Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on October 28, 1998. The company was listed on April 9, 2010. Its main business includes the manufacturing and service of precision sheet metal parts and precision castings, as well as flexible circuit board design, production, and sales [1][2]. Financial Performance - For the first half of 2025, Dongshan Precision achieved operating revenue of 16.955 billion yuan, representing a year-on-year growth of 1.96%. The net profit attributable to the parent company was 758 million yuan, showing a year-on-year increase of 35.21% [2]. - Since its A-share listing, the company has distributed a total of 1.544 billion yuan in dividends, with 731 million yuan distributed in the last three years [3]. Stock Performance - As of September 4, Dongshan Precision's stock price was 63.28 yuan per share, with a market capitalization of 115.904 billion yuan. The stock has increased by 117.23% year-to-date, with a 3.84% rise over the last five trading days and a 21.13% increase over the last 20 days [1]. - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) six times this year, with the most recent appearance on September 1 [1]. Shareholder Information - As of August 29, the number of shareholders for Dongshan Precision was 82,500, a decrease of 18.07% from the previous period. The average number of circulating shares per shareholder increased by 22.05% to 16,793 shares [2]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 63.4631 million shares, an increase of 14.0925 million shares from the previous period. Morgan Emerging Markets Dynamic Mixed A Class is a new entrant among the top ten circulating shareholders, holding 12.4684 million shares [3]. Industry Context - Dongshan Precision operates within the electronic components sector, specifically in the printed circuit board (PCB) industry. It is associated with several concept sectors, including overseas expansion, optical communication, new infrastructure, PCB concepts, and flexible electronics [2].

Company Overview - Dongshan Precision Manufacturing Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on October 28, 1998. The company went public on April 9, 2010. Its main business includes the manufacturing and service of precision sheet metal parts and precision castings, as well as flexible circuit board design, production, and sales [1][2]. Financial Performance - For the first half of 2025, Dongshan Precision achieved operating revenue of 16.955 billion yuan, representing a year-on-year growth of 1.96%. The net profit attributable to the parent company was 758 million yuan, showing a year-on-year increase of 35.21% [2]. - Since its A-share listing, the company has distributed a total of 1.544 billion yuan in dividends, with 731 million yuan distributed over the past three years [3]. Stock Performance - As of September 3, Dongshan Precision's stock price increased by 2.34%, reaching 65.15 yuan per share, with a trading volume of 1.427 billion yuan and a turnover rate of 1.61%. The total market capitalization is approximately 119.329 billion yuan [1]. - The stock has seen a significant increase of 123.65% year-to-date, with a 17.60% rise over the last five trading days, a 25.31% increase over the last 20 days, and a 107.81% increase over the last 60 days [1]. Shareholder Information - As of August 29, the number of shareholders for Dongshan Precision was 82,500, a decrease of 18.07% from the previous period. The average number of circulating shares per person increased by 22.05% to 16,793 shares [2]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 63.4631 million shares, an increase of 14.0925 million shares from the previous period. Morgan Emerging Markets Dynamic Mixed A Class is a new entrant among the top ten circulating shareholders, holding 12.4684 million shares [3]. Industry Classification - Dongshan Precision is classified under the electronics sector, specifically in the sub-industry of components and printed circuit boards (PCB). The company is also associated with several concept sectors, including overseas expansion, optical communication, new infrastructure, PCB concepts, and Micro LED (MLED) [2].