证券代码：603228 证券简称：景旺电子 公告编号：2026-006 深圳市景旺电子股份有限公司 关于为子公司提供担保的进展公告 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： 担保对象及基本情况 公司于 2025 年 12 月 8 日召开第五届董事会第六次会议，于 2025 年 12 月 25 日召开 2025 年第三次临时股东会审议通过了《关于向银行申请固定资产贷款 | | 被担保人名称 | 景旺电子科技（珠海）有限公司 | | --- | --- | --- | | | 本次担保金额 | 12.00 亿元 | | 担保对象一 | 实际为其提供的担保金 | 33.00 亿元（含 10.00 亿元共用额度） | | | 额（不含本次） | （注 1） | | | 是否在前期预计额度内 | 是 □否 □不适用：_________ | | | 本次担保是否有反担保 | □是 否 □不适用：_________ | | 担保对象二 | 被担保人名称 本次担保金额 实际为其提供的担保金 | 景旺电子（香港）有限公 ...

证券日报网讯2月5日，新广益（301687）在互动平台回答投资者提问时表示，公司主要客户有鹏鼎控股 （002938）、维信电子、景旺电子（603228）、歌尔股份（002241）、毅嘉科技、嘉联益等知名企业。 随着公司生产规模的扩大、生产工艺改良带来的生产能力的不断提高，公司将致力于成为更多知名客户 的供应商。 ...

证券代码：603228 证券简称：景旺电子 公告编号：2026-005 深圳市景旺电子股份有限公司 关于募集资金使用完毕并注销募集资金专户的公告 公司、民生证券股份有限公司（以下简称"民生证券"）与中国银行股份有 限公司深圳南头支行（以下简称"中行深圳南头支行"）于 2023 年 4 月 24 日签 署了《募集资金专户存储三方监管协议》，公司、景旺电子科技（珠海）有限公 司、民生证券与中行深圳南头支行于 2023 年 4 月 24 日签署了《募集资金专户存 储四方监管协议》。公司及子公司所开设的募集资金专项账户，仅用于募集资金 的存储和使用，不作其他用途。上述三方及四方监管协议与上海证券交易所三方 及四方监管协议范本不存在重大差异，公司在使用募集资金时已经严格遵照履行。 截至本公告披露日， 公司上述募集资金专项账户情况如下： | 募集资金专用账户名称 | 开户行 | 银行账号 | 存续状态 | | --- | --- | --- | --- | | 深圳市景旺电子股份有 限公司 | 中行深圳南头支行 | 758876863706 | 已注销 | | 景旺电子科技（珠海）有 限公司 | 中行深圳南头支行 | 7 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：景旺电子，鹏鼎控股等公司均是英伟达PCB供应商，而 这些公司又是贵司长期客户，是否可以理解为，贵司是英伟达的间接供应商？公司与英伟达是否有直接 联系？ 新广益（301687.SZ）2月5日在投资者互动平台表示，尊敬的投资者，您好！根据公司披露的招股说明 书：公司主要客户有鹏鼎控股、维信电子、景旺电子、歌尔股份、毅嘉科技、嘉联益等知名企业。随着 公司生产规模的扩大、生产工艺改良带来的生产能力的不断提高，公司将致力于成为更多知名客户的供 应商。谢谢！ ...

深圳商报·读创客户端记者 吴素红 李丹 1月31日，深圳市景旺电子股份有限公司（以下简称"景旺电子"）景嘉智能制造大厦落成暨半导体封装基板及高端高密度印制电路智能制造基地项目投产 庆典在宝安区燕罗街道举行。作为景旺电子倾力打造的标杆总部工厂，该项目的投产将进一步强化深圳高端印制电路板产业优势，为宝安乃至全市新质生 产力发展注入新动能。 资料显示，景旺电子成立于1993年，2017年在上交所主板上市，作为国家高新技术企业，公司专注于高端印制电路板（PCB）及高端电子材料的研发、生 产和销售，是中国电子电路行业协会副理事长单位及行业标准制定单位。凭借过硬的产品品质和优质服务，景旺电子已与全球众多知名客户建立长期战略 合作关系，业务网络遍及全球，在高端PCB领域占据重要地位。 "33年前，景旺电子在深圳这片改革开放的热土上应运而生。多年来我们最牵挂的，便是能在深圳拥有一座属于自己的'家'——一座承载企业使命、赋能 产业升级的园区。"投产庆典上，景旺电子董事长刘绍柏感慨道，如今这个跨越30余年的梦想终于照进现实。 谈及发展保障，刘绍柏表示："扎根宝安以来，宝安区政府一直都精准对接我们的发展需求，此次更是供应了宝贵的项 ...

1月30日，中国证监会发布《境内企业境外发行证券和上市备案情况表(首次公开发行及全流通)(截至2026年1月30日)》，其中，新济医药、翼菲科技、导远 科技、车联天下、唯迈医疗、景旺电子（603228）、君赛生物、主线科技拟香港IPO获中国证监会接收材料；老乡鸡(间接境外上市)拟香港IPO备案状态为征 求意见；芯迈半导体拟香港IPO备案状态为补充材料。 | 境内企业境外发行证券和上市备案情况表(首次公开发行及全流通) | | --- | | (截至2026年1月30日) | | 企业名称 | 申报类型 | 申报主体 | 拟上市证券交易 | 中介机构 | | | --- | --- | --- | --- | --- | --- | | | | | 册 | 保荐人/主承销商 | 境内律师 | | 广州新济医药股份有限公司 | 直接境外上市 | 1 | 香港联交所 | 国泰君安融资有限公司 | 广东信达律师 | | 浙江翼菲智能科技股份有限公司 | 直接境外上市 | 1 | 香港联交所 | 农银国际融资有限公司 | 北京国枫律师 | | 广东导远科技股份有限公司 | 直接境外上市 | 1 | 香港联交所 | 中国 ...

| 代码 | 名称 | | 涨幅%↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 600105 | 永鼎股份 | | -8.63 | 359亿 | -2.19 | | 600498 | 烽火通信 | | -4.80 | 512亿 | 17.52 | | 002579 | 中京电子 | | -4.63 | 69.35 Z | -7.06 | | 688102 | 斯瑞新材 | 1 | -3.91 | 305亿 | 1.55 | | 300964 | 本川智能 | - | -3.79 | 42.63 乙 | -0.81 | | 300548 | 长芯博创 | 1 | -3.49 | 434亿 | 4.72 | | 300303 | 聚长堆 | | -3.37 | 97.48亿 | 0.58 | | 002156 | 通富微电 | 1 | -3.26 | 756亿 | 32.07 | | 000938 | 紫光股份 | | -2.94 | 708亿 | 0.69 | | 603306 | 华懋科技 | | -2.55 | 234亿 | 12.9 ...

Group 1 - The core viewpoint of the article highlights the impressive performance of fund manager Ren Jie, who achieved a 233% annual return in 2025, and his latest portfolio reveals new investments and adjustments in holdings [1][2] - Ren Jie's top ten holdings include new positions in Dongshan Precision, Jingwang Electronics, Industrial Fulian, and Cambridge Technology, while he increased stakes in Shengyi Technology, Huadian Shares, Xinyi Technology, Shenzhen South Circuit, and Tianfu Communication, and reduced his position in Zhongji Xuchuang [1][2] - The report indicates that Ren Jie remains optimistic about AI, focusing on global cloud computing investments, and notes the performance of various indices during the fourth quarter of 2025 [2] Group 2 - The AI industry is experiencing a significant leap due to the launch of new multimodal models by leading companies, showcasing unique advantages in model iteration efficiency and application capabilities [3] - The application ecosystem is transitioning from scale expansion to structural upgrades, with a focus on user segmentation, differentiated capabilities, and deeper service offerings in high-barrier verticals like healthcare and enterprise-level applications [4] - The global AI model industry is in a phase of continuous capability enhancement and expanding application scenarios, indicating strong sustainability and certainty in development [5]

Core Insights - The 2025 annual performance of AI-themed funds has drawn market attention, with significant adjustments in their holdings during the reporting period [1] - There is a divergence among fund managers regarding investment opportunities in the AI sector for 2026, despite some funds experiencing substantial net value increases due to their investments in AI application stocks [9] Fund Adjustments - The top-performing active equity funds have made considerable adjustments to their AI asset holdings, with some funds increasing their positions in leading companies while others have reduced their stakes [1][4] - For instance, the fund Yongying Technology Select increased its holdings in Dongshan Precision, Jingwang Electronics, and others, while reducing its stake in Zhongji Xuchuang [1][4] - The fund Zhongou Digital Economy has also shifted its focus, increasing investments in domestic AI and AI infrastructure while reducing exposure to smart driving and edge AI [1][6] Sector Consensus and Divergence - There is a consensus among high-performing funds regarding the PCB sector, with several funds increasing their positions in companies like Dongshan Precision and Shengxin Technology [5][6] - However, there are notable divergences in the strategies of different funds regarding specific AI sub-sectors, such as the varying approaches to Zhongji Xuchuang [4][5] Future Outlook - Fund managers are considering how to capitalize on the expanding AI market, with a focus on the potential for significant breakthroughs in AI applications and the ongoing competition in the large model sector [10][11] - Some managers emphasize the importance of balancing growth potential with safety margins, while others highlight the need for diversified investments to mitigate risks associated with high valuations in the AI sector [12]

Group 1 - The core point of the article highlights that the Yongying Technology Smart Selection fund, managed by Ren Jie, achieved an impressive annual return of 233.26% in 2025, breaking the 18-year record for the highest annual return previously held by Wang Yawei [1] - The fund significantly outperformed its benchmark, with net asset values for its A and C shares at 3.7795 yuan and 3.7523 yuan respectively by the end of Q4 2025, reflecting growth rates of 13.18% and 13.01%, while the benchmark recorded a return of -2.39% [1] - The fund's equity investment allocation decreased from 91.59% in Q3 to 78.76% in Q4, with increased holdings in bank deposits and clearing reserves, and a complete exit from previous bond investments [1] Group 2 - In Q4 2025, the top ten holdings of the Yongying Technology Smart Selection fund included companies such as Shengyi Technology, Zhongji Xuchuang, and Hushan Electronics, among others [2] - Compared to Q3 2025, the fund increased its positions in several stocks including Hushan Electronics and Shengyi Technology, while reducing its stake in Zhongji Xuchuang by 17% [3] - The fund continued to focus on global cloud computing investments, leveraging insights from the AI industry and advancements in new technologies [3] Group 3 - The Gemini model has been gaining market share in the consumer sector, while other model companies are also experiencing healthy growth and increasing investments to enhance their capabilities [4] - The application ecosystem is transitioning from rapid user growth to structural upgrades, with a focus on differentiated capabilities and service depth in various sectors, including healthcare and enterprise applications [4] - The global AI model industry is in a phase of continuous capability enhancement and expanding application scenarios, indicating strong sustainability and certainty in its development [5] Group 4 - The architecture of computing power is evolving to meet the changing demands of models and applications, with innovations such as CPO/NPO and orthogonal backplane technologies being introduced [5] - Companies that engage early with leading manufacturers in research and supply chain collaboration are expected to gain significant industry benefits as penetration rates increase [5] - The fund will continue to prioritize investments in the global cloud computing sector, particularly in optical communication and PCB directions [5]