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 东方阿尔法精选混合A（005358）基金经理为吴秋松。 1月6日，东山精密跌5.09%，截至发稿，报80.35元/股，成交24.14亿元，换手率2.13%，总市值1471.70 亿元。 截至发稿，吴秋松累计任职时间4年306天，现任基金资产总规模2.12亿元，任职期间最佳基金回报 25.82%， 任职期间最差基金回报-7.99%。 数据显示，东方阿尔法基金旗下1只基金重仓东山精密。东方阿尔法精选混合A（005358）三季度减持 9.25万股，持有股数8.87万股，占基金净值比例为2.99%，位居第三大重仓股。根据测算，今日浮亏损 失约38.23万元。 东方阿尔法精选混合A（ ...

太行山下，丹河、沁河之畔，一座历史悠久而又充满活力的城市正以昂扬之姿，在高质量发展的征途上 奋力前行。山西省晋城市，有"河东屏翰、中原咽喉、三晋门户"之称，这里资源富集，曾以"煤铁之 乡"闻名。近年来，面对资源型城市转型的大课题，晋城不惧艰险、勇闯新路，培育新动能、重塑新优 势，在改革创新发展、产业转型升级、文旅深度融合、乡村全面振兴、生态环境治理等领域全面发力， 书写了一份充满韧性与活力的"晋城答卷"。 新动能新质生产力激活转型势能 晋城的转型之路，并非简单的"去煤化"，而是以科技创新为引擎，推动产业向高端化、智能化、绿色化 跃升。 晋城以新质生产力激活转型势能，培育出一批具有全国影响力的产业集群。全力打造千亿级光机电产业 集群，近4年产业产值年均增长42%，2024年达700亿元，今年有望实现千亿元级目标。半导体复合衬底 项目持续扩大量产，柔性纳米复合材料产品即将上市；国家科技创新2030"量子通信系统核心量子器 件"重大专项落地；全国半导体真空科学仪器暨第三届锑化物半导体与光机电系统集成技术大会等重大 活动举办，晋城光机电产业的知名度和影响力不断提升。 同时，晋城加快煤层气全产业链发展，坚持把煤层气作为 ...

睿远成长价值混合A（007119）成立日期2019年3月26日，最新规模213.87亿。今年以来收益61.45%， 同类排名487/8170；近一年收益59.91%，同类排名455/8139；成立以来收益92.96%。 12月22日，东山精密涨5.25%，截至发稿，报79.59元/股，成交8.43亿元，换手率0.77%，总市值1457.78 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%。 从东山精密十大流通股东角度 数据显示，睿远基金旗下1只基金位居东山精密十大流通股东。睿远成长价值混合A（007119）三季度 新进十大流通股东，持有股数2134.17万股，占流通股的比例为1.54%。根据测算，今日浮盈赚取约 8472.66万元。 睿 ...

12月18日，东山精密跌5.06%，截至发稿，报77.29元/股，成交15.17亿元，换手率1.39%，总市值 1415.65亿元。 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，长盛基金旗下1只基金重仓东山精密。长盛盛丰混合A（003641）三季度减持3200股，持有 股数1.62万股，占基金净值比例为1.98%，位居第二大重仓股。根据测算，今日浮亏损失约6.67万元。 长盛盛丰混合A（003641）成立日期2016年11月18日，最新规模43.83万。今年以来收益28.28%，同类 排名2965/8100；近一年收益25.01%，同类排名3298/8065；成立以来收益74.8%。 长盛盛丰混合A（003 ...

Group 1 - The core viewpoint of the news is that Dongshan Precision has seen a significant increase in stock price, with a rise of 5.25% to 67.73 CNY per share, and a total market capitalization of 124.055 billion CNY [1] - Dongshan Precision, established on October 28, 1998, and listed on April 9, 2010, specializes in precision sheet metal and casting manufacturing, as well as electronic manufacturing services [1] - The company's main revenue sources include electronic circuit products (65.23%), touch panels and LCD modules (17.98%), precision components (13.93%), LED display devices (1.69%), and other products (1.17%) [1] Group 2 - From the perspective of fund holdings, Dongshan Precision is a significant investment for the Rongtong Fund, with the Rongtong Industry Trend Stock Fund increasing its holdings by 12,600 shares in the third quarter, now holding 186,100 shares, which represents 4.84% of the fund's net value [2] - The Rongtong Industry Trend Stock Fund has achieved a year-to-date return of 72.94%, ranking 23rd out of 4,206 in its category, and a one-year return of 74.16%, also ranking 23rd out of 3,983 [2]

Group 1 - The core point of the news is the performance and market position of Dongshan Precision Manufacturing Co., Ltd., which saw a stock price increase of 5.04% to 74.36 CNY per share, with a total market capitalization of 136.198 billion CNY [1] - Dongshan Precision's main business includes precision sheet metal and casting manufacturing, electronic manufacturing, and flexible circuit board design and production, with 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 [1] Group 2 - From the perspective of fund holdings, Dongshan Precision is a significant investment for the Green Fund, specifically the Green Macro Return Mixed A fund, which holds 84,000 shares, accounting for 0.81% of the fund's net value, ranking it as the fifth-largest holding [2] - The Green Macro Return Mixed A fund has achieved a year-to-date return of 46.9%, ranking 1073 out of 8140 in its category, and a one-year return of 42.06%, ranking 1295 out of 8057 [2]

Core Viewpoint - Dongshan Precision experienced a decline of 5.01% on November 12, with a stock price of 72.10 CNY per share and a total market capitalization of 132.06 billion CNY [1] 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] - The revenue composition of the company is as follows: electronic circuit products 65.23%, touch panels and LCD display modules 17.98%, precision components 13.93%, LED display devices 1.69%, and others 1.17% [1] Shareholder Information - The top circulating shareholder of Dongshan Precision includes a fund from Ruifeng Fund, specifically Ruifeng Growth Value Mixed A (007119), which entered the top ten circulating shareholders in the third quarter with 21.34 million shares, accounting for 1.54% of circulating shares. The estimated floating loss today is approximately 81.1 million CNY [2] - Ruifeng Growth Value Mixed A (007119) was established on March 26, 2019, with a latest scale of 21.39 billion CNY. Year-to-date returns are 58.33%, ranking 531 out of 8147 in its category; the one-year return is 50.3%, ranking 494 out of 8056; and since inception, the return is 89.24% [2] Fund Manager Information - The fund managers of Ruifeng Growth Value Mixed A (007119) are Fu Pengbo and Zhu Lin. Fu has a cumulative tenure of 16 years and 304 days, with the fund's total asset scale at 23.63 billion CNY, achieving a best return of 429.69% and a worst return of -3.8% during his tenure [3] - Zhu has a cumulative tenure of 6 years and 234 days, with the same fund asset scale of 23.63 billion CNY, achieving a best return of 91.85% and a worst return of 86.83% during his tenure [3] Fund Holdings - Ruifeng Growth Value Mixed A (007119) has Dongshan Precision as one of its top holdings, with 21.34 million shares, representing 6.46% of the fund's net value, making it the seventh-largest holding. The estimated floating loss today is approximately 81.1 million CNY [4]

Core Insights - Dongshan Precision fell by 5.01% on October 31, with a stock price of 69.01 yuan per share and a trading volume of 2.26 billion yuan, resulting in a total market capitalization of 126.40 billion yuan [1] Company Overview - Suzhou Dongshan Precision Manufacturing Co., Ltd. was established on October 28, 1998, and listed on April 9, 2010. The company is located in the Jiangsu Province, Suzhou City, and specializes in the manufacturing and service of precision sheet metal parts and precision castings, as well as precision electronic manufacturing and flexible circuit board design, production, and sales [1] - The main revenue composition of the company includes: electronic circuit products (65.23%), touch panels and LCD display modules (17.98%), precision component products (13.93%), LED display devices (1.69%), and others (1.17%) [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Industrial Bank, the Xingye Juyuan Mixed A Fund (002660), has a significant position in Dongshan Precision, holding 21,000 shares, which accounts for 0.99% of the fund's net value, making it the third-largest holding. The estimated floating loss today is approximately 76,400 yuan [2] - The Xingye Juyuan Mixed A Fund was established on June 30, 2016, with a latest scale of 23.99 million yuan. Year-to-date returns are 13.51%, ranking 5,393 out of 8,154 in its category; the one-year return is 20.49%, ranking 4,291 out of 8,046; and since inception, the return is 76.84% [2]

Core Viewpoint - Changling Hydraulic is a leading manufacturer of hydraulic components in China, focusing on research, production, and sales of hydraulic parts and precision castings, with a strong emphasis on technology and full industry chain advantages [1] Group 1: Business Performance - In Q3 2025, Changling Hydraulic achieved a revenue of 750 million yuan, ranking 4th among 12 companies in the industry, with the top competitor, Hengli Hydraulic, generating 7.79 billion yuan [2] - The revenue breakdown includes 172 million yuan from tensioning devices (36.61%), 106 million yuan from precision castings (22.59%), and 101 million yuan from central swivel joints (21.51%) [2] - The net profit for the same period was 120 million yuan, also ranking 4th in the industry, with Hengli Hydraulic leading at 2.09 billion yuan [2] Group 2: Financial Health - As of Q3 2025, the asset-liability ratio of Changling Hydraulic was 10.70%, an increase from 8.18% year-on-year, significantly lower than the industry average of 29.94%, indicating strong solvency [3] - The gross profit margin for the period was 28.64%, up from 27.13% year-on-year, surpassing the industry average of 27.79%, reflecting robust profitability [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 4.41% to 8,868, while the average number of circulating A-shares held per account increased by 4.61% to 15,400 [5] - The company has focused on technology and has expanded into the photovoltaic sector through the acquisition of 70% of Jiangyin Shangchi in 2023, with projected net profit commitments for 2023-2025 [5] Group 4: Future Projections - Expected net profits for Changling Hydraulic from 2025 to 2027 are projected to be 122 million yuan, 155 million yuan, and 231 million yuan, representing year-on-year growth rates of 28.7%, 27.4%, and 48.6% respectively [5]

Core Viewpoint - Dongshan Precision is a leading global enterprise specializing in precision sheet metal and flexible circuit boards, with a comprehensive industry chain advantage [1] Financial Performance - In Q3 2025, Dongshan Precision achieved a revenue of 27.071 billion yuan, ranking first among 44 companies in the industry, surpassing the second-ranked Pengding Holdings by 1.16 billion yuan [2] - The main business composition includes electronic circuit products at 11.059 billion yuan (65.23%), touch panels and LCD modules at 3.049 billion yuan (17.98%), precision components at 2.362 billion yuan (13.93%), LED display devices at 286 million yuan (1.69%), and others at 199 million yuan (1.17%) [2] - The net profit for the same period was 1.224 billion yuan, ranking sixth in the industry, below Shenghong Technology and Shengyi Technology, but above the industry average of 481 million yuan [2] Financial Ratios - As of Q3 2025, the asset-liability ratio was 58.82%, slightly up from 58.71% year-on-year, and higher than the industry average of 44.70% [3] - The gross profit margin was 13.79%, an increase from 13.65% year-on-year, but still below the industry average of 20.58% [3] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 5.23% to 104,800, with an average holding of 13,200 circulating A-shares, a decrease of 4.97% [5] - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 68.7123 million shares, an increase of 5.2492 million shares from the previous period [5] Business Highlights - Dongshan Precision's revenue from the new energy business reached approximately 7.520 billion yuan in the first three quarters of 2025, a year-on-year increase of about 22.08% [6] - The company acquired 100% equity of Solstice Optoelectronics on September 30 and plans to invest up to 1 billion yuan in convertible bonds to focus on high-end optical module expansion [6] - The company is initiating investment in high-end printed circuit board projects with a planned investment of up to 1 billion USD [6] Market Outlook - The company is focusing on the high-end AI PCB market, enhancing product technology, and deepening cooperation with core customers [7] - The profit forecasts for 2025, 2026, and 2027 are 1.963 billion yuan, 4.352 billion yuan, and 5.960 billion yuan, respectively, with a maintained "buy" rating [7]