东山精密成立于1998年10月28日，于2010年4月9日在深圳证券交易所上市，注册地址和办公地址均在江苏 省苏州市。它是全球领先的专业从事精密钣金和柔性线路板的企业，拥有全产业链优势。 东山精密主营业务为精密钣金件和精密铸件的制造与服务、精密电子制造以及柔性电路板制造设计、生产 及销售业务，所属申万行业为电子 - 元件 - 印制电路板，涉及年度强势、汽车轻量化、PCB概念核聚变、 超导概念、核电等概念板块。 长江证券指出，公司2025年前三季度营收和归母净利润同比增长，虽三季度整体增收不增利，但各项业务 稳步推进。业务亮点如下：1. 新能源业务出货稳增，2025年前三季度销售收入约75.20亿元，同比增长约 22.08%。2. 9月30日收购索尔思光电100%股权，拟认购不超10亿元可转债，聚焦高端光模块扩产。3. 启动 高端印制电路板项目投资建设，拟投不超10亿美元；拟向香港超毅或其子公司增资3.50亿美元。预计2025 - 2027年公司将实现归母净利润23.99亿元、56.69亿元和64.27亿元，维持"买入"评级。 开源证券指出，公司2025年前三季度收入和利润均稳定增长，单三季度收入同比增长而利润 ...

Core Viewpoint - Dongshan Precision experienced a 5.06% increase in stock price, reaching 69.08 CNY per share, with a trading volume of 3.697 billion CNY and a turnover rate of 3.96%, resulting in a total market capitalization of 126.527 billion CNY [1] Company Overview - Dongshan Precision Manufacturing Co., Ltd. is located in Suzhou, Jiangsu Province, and was established on October 28, 1998, with its listing date on April 9, 2010 [1] - The company's main business includes 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 revenue composition of the main business is as follows: 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] Shareholder Information - Ruifeng Fund's Ruifeng Growth Value Mixed A (007119) entered the top ten circulating shareholders of Dongshan Precision in the third quarter, holding 21.3417 million shares, accounting for 1.54% of circulating shares [2] - The estimated floating profit for this fund today is approximately 71.0679 million CNY [2] - Ruifeng Growth Value Mixed A was established on March 26, 2019, with a latest scale of 16.839 billion CNY, achieving a year-to-date return of 56.69% and a one-year return of 52.03% [2] Fund Manager Performance - The fund managers of Ruifeng Growth Value Mixed A are Fu Pengbo and Zhu Lin [3] - Fu Pengbo has a cumulative tenure of 16 years and 285 days, with a total fund asset scale of 18.666 billion CNY, achieving the best fund return of 429.69% during his tenure [3] - Zhu Lin has a cumulative tenure of 6 years and 215 days, with the same total fund asset scale, achieving the best fund return of 87.28% during his tenure [3]

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 5.06% to 69.08 CNY per share, with a total market capitalization of 126.53 billion CNY [1] - Dongshan Precision's 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 Dongshan Precision is as follows: 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 Zhongtai Securities Asset Management, with the Zhongtai Xingrui Prosperity Growth Mixed A Fund holding 69,100 shares, representing 2.41% of the fund's net value [2] - The Zhongtai Xingrui Prosperity Growth Mixed A Fund has achieved a year-to-date return of 31.65%, ranking 2392 out of 8154 in its category, and a one-year return of 22.5%, ranking 3337 out of 8025 [2] - The fund manager, Gao Lanjun, has a tenure of 6 years and 128 days, with the best fund return during this period being 126.62% and the worst being 10.76% [3]

Group 1 - The core viewpoint of the news is the performance and market position of Dongshan Precision Manufacturing Co., Ltd., which saw a stock price increase of 5.06% to 69.08 CNY per share, with a total market capitalization of 126.53 billion CNY [1] - Dongshan Precision's 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. The revenue composition 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] Group 2 - From the perspective of fund holdings, one fund under Caitong Securities Asset Management has Dongshan Precision as a top ten heavy stock. The Caitong Asset Management Consumer Selection Mixed A Fund (005682) held 292,300 shares in the second quarter, accounting for 4.34% of the fund's net value, with an estimated floating profit of approximately 973,400 CNY [2] - The Caitong Asset Management Consumer Selection Mixed A Fund (005682) was established on April 2, 2018, with a latest scale of 241 million CNY. Year-to-date returns are 43.96%, ranking 1183 out of 8154 in its category, while the one-year return is 35.25%, ranking 1679 out of 8025 [2]

数据显示，安信基金旗下1只基金重仓东山精密。安信创新先锋混合发起A（010237）三季度持有股数 20.58万股，占基金净值比例为6.14%，位居第五大重仓股。根据测算，今日浮亏损失约71万元。 安信创新先锋混合发起A（010237）成立日期2020年10月30日，最新规模5449.34万。今年以来收益 83.22%，同类排名115/8159；近一年收益80.29%，同类排名122/8030；成立以来收益7.22%。 安信创新先锋混合发起A（010237）基金经理为张天麒。 10月23日，东山精密跌5.03%，截至发稿，报65.18元/股，成交14.74亿元，换手率1.61%，总市值 1193.84亿元。 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 ...

Group 1 - The stock of Dongshan Precision fell by 5.03%, trading at 65.18 CNY per share, with a total market capitalization of 119.38 billion CNY as of the report date [1] - Dongshan Precision specializes in the manufacturing and service of precision sheet metal parts and precision castings, as well as flexible circuit board design, production, and sales [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 others (1.17%) [1] Group 2 - According to data, one fund under Caitong Securities Asset Management holds a significant position in Dongshan Precision, with 292,300 shares, accounting for 4.34% of the fund's net value [2] - The fund, Caitong Asset Management Consumer Selection Mixed A (005682), has a current scale of 241 million CNY and has achieved a year-to-date return of 47.42% [2] - The fund manager, Yu Yang, has been in position for over 7 years, with the best fund return during his tenure being 170.41% [3]

10月21日，东山精密涨5.19%，截至发稿，报66.48元/股，成交35.14亿元，换手率3.90%，总市值 1217.65亿元。 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%。 民生加银持续成长混合A（007731）成立日期2019年9月24日，最新规模11.11亿。今年以来收益 29.85%，同类排名2486/8162；近一年收益26.95%，同类排名2715/8024；成立以来收益86%。 民生加银持续成长混合A（007731）基金经理为朱辰喆。 截至发稿，朱辰喆累计任职时间3年312天，现任基金资产总规模14.83亿元，任职期间最佳基金回报 9.39%， 任职期间最差基金回报-2.22%。 风险提示：市场有风险，投资需谨慎。本文为A ...

Core Viewpoint - Dongshan Precision plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its international strategy and brand recognition [1][2]. Company Overview - Established in 1998, Dongshan Precision was listed on the Shenzhen Stock Exchange in 2010 and currently operates over 70 subsidiaries globally, maintaining strong relationships with top industry clients [2]. - The company focuses on electronic circuits, precision components, touch display modules, and LED display devices, aiming to provide comprehensive smart interconnection solutions [4]. Financial Performance - In the first half of 2025, Dongshan Precision achieved a 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, up 35.21% [1][6]. - The company's overseas sales revenue reached 13.168 billion yuan, accounting for 77.66% of total revenue, with a gross margin of 16.46%, significantly higher than the domestic gross margin of 3.61% [3]. Strategic Initiatives - Dongshan Precision is actively expanding its new business areas, focusing on the AI high-speed interconnection and transmission sectors, including high-speed PCBs and optical communications [5]. - The company has successfully completed a strategic acquisition of Solstice Optoelectronics to enhance its capabilities in the optical interconnection field [5][6]. Research and Development - Dongshan Precision has invested approximately 3.01 billion yuan in R&D over the past two and a half years, with R&D expenses for 2023, 2024, and the first half of 2025 being 1.161 billion yuan, 1.267 billion yuan, and 581 million yuan, respectively [6]. - The company maintains a consistent R&D expense ratio of around 3.43% to 3.45% during this period, emphasizing innovation as a key driver for growth [6].

Core Points - Dongshan Precision has experienced a decline of 5.02% on October 14, with a stock price of 62.31 yuan per share and a total market capitalization of 114.13 billion yuan [1] - The company has seen a cumulative drop of 10.61% over the past four days [1] - Dongshan Precision specializes in precision sheet metal and casting manufacturing, flexible circuit board design, production, and sales, with its main revenue sources being electronic circuit products (65.23%), touch panels and LCD modules (17.98%), precision components (13.93%), LED display devices (1.69%), and others (1.17%) [1] Fund Holdings - Dongshan Precision is a significant holding in the fund managed by Zhongtai Securities Asset Management, specifically in the Zhongtai Xingrui Prosperity Growth Mixed A fund, which held 69,100 shares, accounting for 2.41% of the fund's net value [2] - The fund has incurred a floating loss of approximately 227,300 yuan today and a total floating loss of 538,300 yuan during the four-day decline [2] - The Zhongtai Xingrui Prosperity Growth Mixed A fund was established on July 18, 2023, with a current scale of 41.02 million yuan and has achieved a year-to-date return of 35.03% [2]

Core Points - Dongshan Precision has experienced a decline of 5.02% in stock price, currently trading at 62.31 CNY per share, with a total market capitalization of 114.13 billion CNY [1] - The company has seen a cumulative drop of 10.61% over the past four days [1] Company Overview - Dongshan Precision Manufacturing Co., Ltd. was established on October 28, 1998, and went public on April 9, 2010 [1] - The company is located in Suzhou, Jiangsu Province, and specializes in precision sheet metal and casting manufacturing, as well as electronic manufacturing services [1] - The revenue composition includes: 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] Fund Holdings - A fund managed by Caitong Securities Asset Management holds a significant position in Dongshan Precision, with 292,300 shares, representing 4.34% of the fund's net value [2] - The fund has incurred a floating loss of approximately 961,700 CNY today and a total floating loss of 2.277 million CNY over the past four days [2] - The fund, Caitong Asset Management Consumer Selection Mixed A (005682), was established on April 2, 2018, and has a current scale of 241 million CNY [2]