| 证券代码:601231 | | --- | | 转债代码:113045 | 证券代码：601231 证券简称：环旭电子 公告编号：2025-089 转债代码：113045 转债简称：环旭转债 环旭电子股份有限公司 关于股票交易异常波动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 1、环旭电子股份有限公司（以下简称"公司"）股票于 2025 年 10 月 23 日、10 月 24 日和 10 月 27 日连续三个交易日内收盘价格涨幅偏离值累计超过 20%，根据《上海 证券交易所交易规则》有关规定，属于股票交易异常波动情形。 2、经公司自查并书面征询控股股东及实际控制人，截至本公告披露日，确认不 存在应披露而未披露的重大信息。 3、近期公司股票交易价格波动较大，敬请广大投资者注意二级市场交易风险， 理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票于 2025 年 10 月 23 日、10 月 24 日和 10 月 27 日连续三个交易日内收盘 价格涨幅偏离值累计超过 20%，根据《上海证 ...

环旭电子公告称，公司股票于2025年10月23日、10月24日和10月27日连续三个交易日内收盘价格涨幅偏 离值累计超过20%，属于股票交易异常波动情形。经自查及向控股股东、实际控制人书面征询核实，确 认不存在应披露而未披露的重大信息。公司目前生产经营活动正常，市场环境、行业政策未发生重大调 整。敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 ...

Core Viewpoint - Huanxu Electronics experienced a significant stock increase of 9.99%, closing at 26.20 yuan, with a notable block trade occurring on October 27, 2023 [1] Trading Activity - A block trade was executed with a total volume of 627,100 shares and a transaction value of 16.43 million yuan [1] - The first transaction price was 26.20 yuan, with a premium rate of 0.00% [1] - The buying brokerage was China International Capital Corporation (CICC) Fuzhou Wusi Road Securities Branch, while the selling brokerage was CICC Beijing Jianguomenwai Street Securities Branch [1] Recent Performance - Over the past three months, Huanxu Electronics has recorded one block trade with a total transaction value of 16.43 million yuan [1] - In the last five trading days, the stock has surged by 35.40%, with a total net inflow of 201 million yuan from major funds [1]

Group 1 - The stock price of Radiant Opto-Electronics (SH:601231) reached its daily limit, closing at 26.20 yuan, with an increase of 9.99% [1] - The total market capitalization of the company is 57.665 billion yuan [1] - The stock had previously hit the daily limit in the prior trading day [1]

Core Insights - The China Securities Consumer Electronics Theme Index (931494) has seen a strong increase of 2.89% as of October 27, 2025, with significant gains in constituent stocks such as Jingwang Electronics (603228) and Zhaoyi Innovation (603986), both rising by 10.00% [1][2] - The Consumer Electronics ETF (561600) has also risen by 2.90%, with a recent price of 1.31 yuan, and has accumulated a 9.16% increase over the past week [1][2] Market Activity - The Consumer Electronics ETF experienced a turnover rate of 10.85% during trading, with a transaction volume of 46.21 million yuan, indicating active market participation [2] - Over the past week, the ETF's shares increased by 11 million, ranking it in the top fifth among comparable funds [2] Index Composition - The China Securities Consumer Electronics Theme Index includes 50 listed companies involved in component production and consumer electronics design and manufacturing, reflecting the overall performance of the sector [2] - As of September 30, 2025, the top ten weighted stocks in the index accounted for 55.93% of the total, with notable companies including Luxshare Precision (002475) and SMIC (688981) [2][4]

Market Performance - The main board saw significant gains with notable stocks such as Dahua Intelligent (+10.12%), Fangzheng Technology (+10.05%), and Huanxu Electronics (+10.02%) [1] - The ChiNext board led the gains with Kexiang Co. (+20.00%) and Xiangnong Chip (+20.00%) [1] - The Sci-Tech Innovation board also performed well, with Purang Co. (+20.00%) and Shengyi Electronics (+19.99%) [1] - Active sub-industries included SW Communication Network Equipment and Devices (+7.49%) and SW Printed Circuit Boards (+7.06%) [1] Domestic News - Aibang ARAI glasses announced that Lipai Optics completed a new round of financing to enhance the industrialization of AR geometric waveguides [1] - Maxke Electronics signed a strategic cooperation agreement in Zhengzhou for a large silicon wafer project with a total investment of approximately 7 billion yuan [1] - Xiaomi's president responded to pricing issues for the new Redmi K90 series, citing significant increases in memory chip prices affecting manufacturing costs [1] - Lian Micro announced that its 6-inch silicon carbide-based gallium nitride products have passed customer validation and are expected to ship in Q4 2025 [1] Company Announcements - Hand Information reported a revenue of 2.439 billion yuan for the first three quarters of 2025, a year-on-year increase of 3.67%, with a net profit of 145 million yuan, up 6.96% [3] - Hanbo High-tech reported a revenue of 870 million yuan for Q3 2025, a year-on-year increase of 33.34%, with a net profit of 17.66 million yuan, up 153.33% [3] - Kelik reported a revenue of 4.105 billion yuan for the first three quarters of 2025, a year-on-year increase of 24.86%, with a net profit of 232 million yuan, up 52.51% [3] - Jiechuang Intelligent reported a revenue of 599 million yuan for the first three quarters of 2025, a year-on-year increase of 30.73%, with a net profit of 22.77 million yuan, turning from loss to profit [3] International News - Elon Musk announced that Samsung Electronics will participate in the production of Tesla's AI chip "AI5," indicating a shift in production dynamics [2] - TSMC's Japanese subsidiary JASM signed a contract for a new factory in Kumamoto, expected to start operations by the end of 2027, focusing on 6nm process semiconductors [2] - ASML delivered its first lithography machine designed for advanced packaging applications, aimed at addressing the complexities of chip packaging [2] - Google announced a deal with Anthropic to supply up to 1 million AI chips and additional cloud services, valued at several billion dollars [2]

环旭电子(601231)今日涨停，全天换手率1.89%，成交额9.56亿元，振幅9.92%。龙虎榜数据显示，机构 净卖出3479.85万元，沪股通净卖出1579.37万元，营业部席位合计净买入1.13亿元。 上交所公开信息显示，当日该股因日涨幅偏离值达9.31%上榜，机构专用席位净卖出3479.85万元，沪股 通净卖出1579.37万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交4.12亿元，其中，买入成交额为2.37亿 元，卖出成交额为1.75亿元，合计净买入6222.07万元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即卖三、卖五，合计净卖出3479.85万 元，沪股通为第一大买入营业部及第一大卖出营业部，买入金额为8411.65万元，卖出金额为9991.02万 元，合计净卖出1579.37万元。 买一 沪股通专用 8411.65 买二 国泰海通证券股份有限公司上海松江区中山东路证券营业部 6972.59 买三 联储证券股份有限公司上海松林路证券营业部 3281.96 买四 开源证券股份有限公司西安西大街证券营业部 3090.98 买五 上海证券有限责任公司崇明区堡镇中路证 ...

Core Insights - The Tonghuashun Fruit Index concept rose by 4.60%, ranking third among concept sectors, with 19 stocks increasing in value, including a limit-up for Huanxu Electronics and significant gains for Zhuhai Guanyu, Zhongshi Technology, and Luxshare Precision, which rose by 10.23%, 9.80%, and 6.27% respectively [1][2] Market Performance - The top-performing concept sectors today included: - Storage Chips: +5.66% - National Big Fund Holdings: +4.88% - Tonghuashun Fruit Index: +4.60% - Co-packaged Optics (CPO): +4.25% - AI PC: +3.99% [2] - The Tonghuashun Fruit Index concept saw a net inflow of 4.554 billion yuan, with 16 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflows. Luxshare Precision led with a net inflow of 1.853 billion yuan, followed by Industrial Fulian, Lingyi Technology, and Huanxu Electronics with net inflows of 1.249 billion yuan, 568 million yuan, and 203 million yuan respectively [2][3] Fund Flow Ratios - The top stocks by net inflow ratio included: - Huanxu Electronics: 21.21% - Lingyi Technology: 14.57% - Luxshare Precision: 12.57% [3] - The detailed fund flow for the Tonghuashun Fruit Index concept included: - Luxshare Precision: +6.27%, turnover rate 3.23%, net inflow 1.85283 billion yuan, net inflow ratio 12.57% - Industrial Fulian: +5.09%, turnover rate 0.90%, net inflow 1.24860 billion yuan, net inflow ratio 10.52% - Lingyi Technology: +4.65%, turnover rate 3.57%, net inflow 567.8213 million yuan, net inflow ratio 14.57% - Huanxu Electronics: +10.02%, turnover rate 1.89%, net inflow 202.7073 million yuan, net inflow ratio 21.21% [3][4]

Core Viewpoint - Huanxu Electronics (601231) experienced a trading halt with a daily increase of 9.31%, despite institutional net selling and significant trading volume [2][3]. Trading Performance - The stock reached a daily limit increase with a turnover rate of 1.89% and a total transaction value of 956 million yuan, with a price fluctuation of 9.92% [2]. - Institutional investors net sold 34.8 million yuan, while the Shanghai-Hong Kong Stock Connect saw a net sell of 15.8 million yuan [2]. - The top five trading departments accounted for a total transaction value of 412 million yuan, with net buying of 62.2 million yuan [2]. Fund Flow - The stock saw a net inflow of 203 million yuan from major funds, with large orders contributing to this inflow [2]. - Over the past five days, the net inflow of major funds totaled 341 million yuan [2]. Margin Trading Data - As of October 23, the margin trading balance for the stock was 385 million yuan, with a financing balance of 375 million yuan and a securities lending balance of 9.7 million yuan [3]. - The financing balance increased by 41.5 million yuan over the past five days, reflecting a growth rate of 12.44%, while the securities lending balance rose by 2.8 million yuan, marking a 40.25% increase [3]. Financial Performance - For the first half of the year, Huanxu Electronics reported revenue of 27.2 billion yuan, a year-on-year decrease of 0.63%, and a net profit of 638 million yuan, down 18.66% year-on-year [3].

Core Insights - The consumer electronics sector experienced a significant increase of 4.51% on October 24, with Huanxu Electronics leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Huanxu Electronics (601231) closed at 23.82, with a rise of 10.02% and a trading volume of 415,400 shares, amounting to a transaction value of 956 million [1] - Spring Autumn Electronics (603890) saw a closing price of 14.10, up 9.98%, with a trading volume of 623,400 shares [1] - Other notable performers included Heertai (002402) with an 8.22% increase, Feirongda (300602) up 7.43%, and Luxshare Precision (002475) rising by 6.27% [1] Capital Flow - The consumer electronics sector saw a net inflow of 5.413 billion in main funds, while retail investors experienced a net outflow of 3.571 billion [2][3] - Major stocks like Luxshare Precision (002475) had a net inflow of 1.885 billion from main funds, but a net outflow of 1.256 billion from retail investors [3] - Industrial Fulian (601138) also had a significant net inflow of 1.158 billion from main funds, with a net outflow of 760 million from retail investors [3]