证券之星消息，12月31日元件板块较上一交易日下跌1.6%，骏亚科技领跌。当日上证指数报收于 3968.84，上涨0.09%。深证成指报收于13525.02，下跌0.58%。元件板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603386 | 骏亚科技 | 15.33 | -6.24% | 41.18万 | 6.42 Z | | 603228 | 景旺电子 | 73.09 | -4.24% | 18.91万 | 14.01亿 | | 920491 | 圆迪威 | 29.91 | -3.92% | 6.59万 | 2666T | | 300814 | 中富申路 | 73.94 | -3.27% | 6.12万 | 4.56亿 | | 002384 | 东山精密 | 84.65 | -3.15% | 33.89万 | 28.94亿 | | 300476 | 胜宏科技 | 287.58 | -3.01% | 24.87万 | 72.37亿 | | 002636 | 金安国纪 | ...

来源：第一财经 英伟达概念板块领跌，下跌1.27%，其中豪恩汽电下跌3.23%，景旺电子下跌3.12%，英维克下跌 2.61%，电连技术、胜宏科技跌超3%。（AI生成） ...

Group 1 - The CPO concept in the A-share market experienced a widespread decline, with several companies showing significant drops in their stock prices [1] - Guangku Technology fell over 5%, while Taicheng Light, Cambridge Technology, and Tianfu Communication dropped more than 4% [1] - Dekeli, Zhongfu Circuit, Founder Technology, Zhongji Xuchuang, Jingwang Electronics, and Xinyi Sheng all saw declines exceeding 3% [1]

每经AI快讯，12月31日，CPO概念股午后下挫，赛微电子跌超9%，天孚通信、光库科技、东田微跌超 5%，剑桥科技、中际旭创、景旺电子纷纷下挫。 （文章来源：每日经济新闻） ...

Core Viewpoint - As of December 30, a total of 110 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Longest Net Buying Days - The stocks with the longest consecutive net buying days are Tianlong Co., Ltd. and Jiamei Packaging, both of which have seen net buying for 13 consecutive trading days [1] - Other stocks with significant net buying days include Zhenai Meijia, Dongfang Electric, China Nuclear Construction, Huaneng Hydropower, Meike Home, Leo Planning, Jingwang Electronics, and Jiajia Yue [1]

Core Viewpoint - The automotive PCB industry is experiencing significant growth driven by the increasing demand for electric and smart vehicles, with a projected market size increase from $6.457 billion in 2020 to $9.195 billion in 2024, reflecting a compound annual growth rate (CAGR) of 9.2% [8][9]. Group 1: Automotive PCB Industry Overview - PCBs are essential in various sectors, including automotive, consumer electronics, industrial, medical, and military applications, with automotive PCBs playing a crucial role [1][3]. - Automotive PCBs must exhibit excellent electrical performance and reliability, requiring rigorous testing under extreme conditions [1][6]. - The automotive PCB market is characterized by a competitive landscape where international giants dominate high-end segments while Chinese companies focus on mid-range markets [9][10]. Group 2: Market Dynamics - The global automotive PCB market is expected to grow to $9.712 billion by 2025, with a year-on-year increase of 5.6% [8]. - In China, the automotive PCB market is projected to reach approximately 22.27 billion yuan in 2024, marking a 4.3% year-on-year growth [8]. - The rise of electric vehicles (EVs) is significantly increasing the PCB usage per vehicle, with the value of PCBs in EVs exceeding 2,000 yuan per vehicle due to additional components like BMS and MCU [8][9]. Group 3: Competitive Landscape - Major competitors in the automotive PCB sector include companies such as Chaoying Electronics, Shennan Circuit, Jingwang Electronics, and Huitian Technology, with market shares of 3.7%, 2.3%, and 4.1% for Huitian Technology, Jinlu Electronics, and Chaoying Electronics respectively in 2024 [9][10]. - The industry is witnessing a shift where local companies are making breakthroughs in core application scenarios, challenging the dominance of international firms in high-frequency PCB segments [9][10]. Group 4: Industry Trends - The demand for automotive PCBs is expected to grow steadily, driven by the increasing penetration of electric vehicles and advancements in automotive electrification, intelligence, and connectivity [10]. - There is a trend towards upgrading from traditional six-layer PCBs to more complex HDI and high-temperature resistant boards, reflecting the rising complexity and performance requirements in automotive applications [10].

证券之星消息，12月29日元件板块较上一交易日上涨2.02%，博敏电子领涨。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。元件板块个股涨跌见下表： 从资金流向上来看，当日元件板块主力资金净流入10.36亿元，游资资金净流出6.3亿元，散户资金净流出 4.06亿元。元件板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 002463 | 沪电股份 | | 5.13 Z | 6.67% | -2.62 Z | -3.40% | -2.51亿 | -3.27% | | 002384 | 东山精密 | | 4.01亿 | 7.95% | -1.35 亿 | -2.67% | -2.66 Z | -5.28% | | 603936 博敏电子 | | | 3.84 (Z | 29.54% | -2.22亿 | -17.10% | -1.62 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603228 | 景旺电子 | 73.57 | -4.27% | 32.76万 | 24.21亿 | | 600237 | 铜峰电子 | 9.20 | -3.97% | 70.80万 | 6.59亿 | | 002134 | 天津音林 | 25.59 | -3.43% | 19.19万 | 4.96 Z | | 688655 | 迅捷兴 | 17.49 | -3.42% | 2.37万 | 4197.00万 | | 300476 | 胜宏科技 | 291.99 | -2.51% | 30.01万 | 87.97亿 | | 688539 | 高华科技 | 50.85 | -2.02% | 12.65万 | 6.44亿 | | 002579 | 中京电子 | 11.79 | -1.91% | 33.74万 | 266.6 | | 603386 | 骏亚科技 | 15.11 | -1.88% | 22.52万 | 3.43亿 | | 301041 | 等 ...

格隆汇12月26日｜A股市场CPO概念股走低，其中，罗博特科跌超6%，联特科技、仕佳光子跌超5%， 德科立跌近5%，长芯博创、景旺电子、炬光科技、华懋科技跌超3%。 ...

Group 1 - The PCB sector has achieved significant excess returns driven by AI demand and technological upgrades from major companies like Nvidia, Amazon, and Google, with a year-to-date increase of 150%, leading the electronic sub-sector [3][22] - In 2026, AI demand for PCB is expected to continue growing rapidly, with supply tightness persisting, particularly in high-end HDI and multilayer boards, as well as in domestic high-end substrate breakthroughs [3][6] - The overall PCB market is projected to grow from $849 billion in 2025 to between $940 billion and $980 billion in 2026, reflecting a robust growth trajectory [6][12] Group 2 - The PCB industry is currently in an expansion phase, with strong downstream AI computing demand, despite anticipated weakness in mobile and automotive sectors in 2026 [5][12] - Inventory levels in Taiwan and mainland China have shown an upward trend, indicating increased stocking by downstream manufacturers due to strong AI demand [5][6] - The overall capacity utilization rate for PCB manufacturers in the second half of 2025 is between 93% and 97%, with optimistic order visibility extending beyond three months for leading manufacturers [6][12] Group 3 - The demand for high-end HDI and multilayer boards is rapidly increasing, with supply constraints and accelerated capacity expansion expected to benefit manufacturers with advanced technology [7][12] - The AI-driven trend is pushing for upgrades in PCB specifications, particularly in consumer electronics and automotive sectors, with a focus on innovations from companies like Apple and OpenAI [8][12] - The market for high-speed CCL is anticipated to grow significantly, with projections of around $8 billion in 2026 and a CAGR of 40% from 2024 to 2027 [9][12] Group 4 - The upstream materials for CCL, including copper foil, resin, and fiberglass cloth, are experiencing significant upgrades and supply tightness, driven by AI demand [10][12] - The equipment sector is expected to benefit from the expansion of PCB production, with high demand for advanced equipment driving rapid growth for domestic manufacturers [11][12] - The overall investment strategy for 2026 suggests focusing on sectors like computing boards, CCL, upstream materials, and domestic equipment manufacturers, as the AI-driven innovation cycle is expected to last longer and create broader market demand [12][12]