深圳市景旺电子股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示 性公告 控股股东及其一致行动人保证向本公司提供的信息真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 | 债券代码：113669 | 债券简称：景 23 | 转债 | | --- | --- | --- | | 证券代码：603228 | 证券简称：景旺电子 | 公告编号：2025-066 | 2.信息披露义务人信息 信息披露义务人名称 投资者身份 统一社会信用代码 深圳市景鸿永泰投资控 股有限公司 控股股东/实控人 □ 控股股东/实控人的一致行动人 □ 其他直接持股股东 9144030058917220XU □ 不适用 智创投资有限公司 控股股东/实控人 □ 控股股东/实控人的一致行动人 □ 其他直接持股股东 □ _____________ 不适用（注） 刘绍柏 控股股东/实控人 □ 控股股东/实控人的一致行动人 □ 其他直接持股股东 □ _____________ 不适用 黄小芬 控股股东/实控人 □ 控股股东/实控人的一致行动人 □ 其他直接持股股东 □ _____________ 不适用 注：信息披露义务人智创投资 ...

Core Viewpoint - The A-share market showed a strong performance on the last trading day of June, with notable gains in the military, pharmaceutical, and photovoltaic sectors. The pharmaceutical commercial sector saw significant late-session gains, while the liquor sector experienced a sudden surge in stock prices. Additionally, computing hardware stocks reached historical highs, indicating a positive market sentiment overall [1][2]. Group 1: Pharmaceutical Sector - The pharmaceutical commercial sector experienced a late surge, with stocks like Huaren Health rising from a near 5% drop to a nearly 7% increase, closing up 4.61% [1]. - Recent reports indicate that major liquor companies such as Wuliangye and Luzhou Laojiao are seeing good growth in banquet market scale and opening rates, with strategies focusing on lower-end and innovative products [6]. Group 2: Liquor Sector - The liquor sector saw a significant rally at 13:11, with stocks like Jiugui Liquor, Shede Liquor, and Shui Jing Fang rising by 6.88%, 3.48%, and 2.92% respectively by the end of trading [4]. - Analysts suggest that the overall valuation of the liquor sector is low, with frequent stock buybacks and increased dividend payouts expected to attract more capital inflow [6]. Group 3: Computing Hardware Sector - Computing hardware stocks were notably active, with companies like Jingwang Electronics and Xinyi Sheng reaching historical highs. Jingwang Electronics hit a limit-up, while Xinyi Sheng closed up 3.12% at 127.02 yuan per share, with a market capitalization of 126.05 billion yuan [8][10]. - The demand for optical modules is expected to exceed supply by a factor of two in 2024, driven by strong growth in the AI sector and overseas markets [11]. Group 4: Photovoltaic Sector - The photovoltaic sector showed strength, particularly in the back-contact (BC) battery segment, with stocks like Saiwu Technology hitting the limit-up and GCL-Poly Energy rising over 6% [12][13]. - The acceleration of new technologies such as BC and solid-state batteries is anticipated, with production capacity expected to exceed 100GW by the end of 2025 [15].

Core Viewpoint - The computing hardware sector is experiencing significant activity, particularly in the PCB segment, with companies like Jingwang Electronics achieving historical highs in stock performance [1] Group 1: Market Activity - Jingwang Electronics has seen a remarkable performance with a rise of 2 boards in 3 days, reaching a historical high [1] - Other companies in the sector, such as Aohong Electronics, Yuanjie Technology, Zhongji Xuchuang, Shengyi Electronics, and Xinyi Sheng, have also shown notable increases in stock prices [1] Group 2: Industry Insights - According to a report from CITIC Securities, NVIDIA is focusing on positioning itself as a platform provider for AI infrastructure during its shareholder meeting [1] - Leading domestic and international companies are ramping up efforts in infrastructure development to meet the surging demand for inference computing power [1] - The market outlook for the ASIC sector is continuously being adjusted upwards, indicating sustained high prosperity in the computing industry chain [1]

| 证券代码：603228 | 证券简称：景旺电子 | | | 公告编号:2025-064 | | --- | --- | --- | --- | --- | | 债券代码：113669 | 债券简称：景 | 23 | 转债 | | 深圳市景旺电子股份有限公司 股票交易异常波动公告 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： 深圳市景旺电子股份有限公司（以下简称"公司"）股票于2025年6月25 日、2025年6月26日、2025年6月27日连续3个交易日收盘价格涨幅偏离值累计超 过20%，属于股票交易异常波动。 经公司自查，并书面征询控股股东、实际控制人及其一致行动人，截至 本公告披露日，不存在应披露而未披露的重大信息。 敬请广大投资者注意投资风险，审慎决策，理性投资。 一、股票交易异常波动的具体情况 公司股票于 2025 年 6 月 25 日、2025 年 6 月 26 日、2025 年 6 月 27 日连续 3 个交易日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》 的相关规定，属 ...

Group 1 - CPO concept stocks are experiencing significant upward movement, with LianTe Technology (301205) rising over 10% [1] - Guangku Technology (300620) has increased by more than 8% [1] - Other companies such as Yuanjie Technology, Jingwang Electronics (603228), and Zhaolong Interconnect (300913) are also seeing gains [1] Group 2 - There is a notable influx of dark pool capital into these stocks [1]

Group 1 - The company appointed Mr. Wang Jun as the Vice President, effective from the date of the board meeting until the end of the current board term [1] - Mr. Wang holds 110,000 shares in the company, all obtained through the company's equity incentive plan, and has no related party relationships with major shareholders or other executives [2] - The company expressed gratitude to Ms. Jiang Jingyi for her contributions as the former securities affairs representative and appointed Ms. Jia Yahui as the new representative [2] Group 2 - Ms. Jia Yahui has obtained the Shanghai Stock Exchange board secretary qualification and possesses the necessary professional knowledge and experience for the role [2] - Mr. Wang Jun has a strong background in technology development, holding over 40 authorized patents and has received multiple awards for his contributions to technology [2]

Core Viewpoint - Shenzhen Jingwang Electronics Co., Ltd. maintains a stable credit rating of AA, with a positive outlook due to its strong market position and product advantages in the PCB industry [4][8]. Company Overview - The company ranks 10th globally and 3rd among domestic PCB manufacturers in China, benefiting from a diverse customer base and broad application fields including automotive, communication technology, and consumer electronics [6][18]. - The company has a significant number of patents, with 30 new invention patents added in 2024, enhancing its competitive edge [6][18]. Financial Performance - Total assets increased to 203.41 billion RMB in 2024, with total liabilities at 172.31 billion RMB, reflecting a healthy financial position [4][21]. - Revenue for 2024 reached 126.59 billion RMB, with a net profit of 11.60 billion RMB, indicating growth driven by demand in data centers and automotive electronics [4][21]. - The EBITDA margin was 22.73% in 2024, although it experienced a slight decline due to rising raw material costs [21][25]. Market Position and Competitive Landscape - The company holds a strong market share in the PCB industry, with a focus on high-density interconnect (HDI) products, which are expected to see significant growth due to AI server demand [11][12]. - The PCB market is projected to grow, with a global market value of 73.6 billion USD in 2024, driven by recovery in the AI server and consumer electronics sectors [10][11]. Operational Environment - The company operates multiple production bases in China and is expanding internationally, with a focus on maintaining high capacity utilization rates [18][19]. - The PCB industry is facing challenges from high raw material prices and increased competition, which may impact profit margins [13][20]. Future Outlook - The company is expected to continue benefiting from its strong market position and diverse applications, although it must navigate potential cost pressures and external factors such as U.S. tariff policies [7][17]. - The credit rating agency maintains a stable outlook for the company, anticipating sustained business viability due to its leading position in the PCB sector [8].

| 证券代码：603228 | 证券简称：景旺电子 | | 公告编号：2025-061 | | --- | --- | --- | --- | | 债券代码：113669 | 债券简称：景 23 | 转债 | | 深圳市景旺电子股份有限公司 关于"景 23 转债"2025 年跟踪评级结果的公告 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承担法律责任。 重要内容提示： 根据《上市公司证券发行注册管理办法》《公司债券发行与交易管理办法》 和《上海证券交易所股票上市规则》等有关规定，深圳市景旺电子股份有限公司 （以下简称"公司"）委托信用评级机构中证鹏元资信评估股份有限公司（以下 简称"中证鹏元"）对公司 2023 年度公开发行的可转换公司债券（债券代码： 113669，债券简称："景 23 转债"）进行了跟踪信用评级。 公司前次主体信用等级为"AA"；评级展望为"稳定"；"景 23 转债"前次 信用等级为"AA"，评级机构为中证鹏元，评级时间为 2024 年 6 月 28 日。 评级机构中证鹏元在对公司行业环境、经营状况及财务状况进行综 ...

深圳市景旺电子股份有限公司相 关债券 2025 年跟踪评级报告 中鹏信评【2025】跟踪第【283】号 01 信用评级报告声明 除因本次评级事项本评级机构与评级对象构成委托关系外，本评级机构及评级从业人员与评级对象不存 在任何足以影响评级行为独立、客观、公正的关联关系。 本评级机构与评级从业人员已履行尽职调查义务，有充分理由保证所出具的评级报告遵循了真实、客观、 公正原则，但不对评级对象及其相关方提供或已正式对外公布信息的合法性、真实性、准确性和完整性 作任何保证。 本评级机构依据内部信用评级标准和工作程序对评级结果作出独立判断，不受任何组织或个人的影响。 本评级报告观点仅为本评级机构对评级对象信用状况的个体意见，不作为购买、出售、持有任何证券的 建议。本评级机构不对任何机构或个人因使用本评级报告及评级结果而导致的任何损失负责。 本次评级结果自本评级报告所注明日期起生效，有效期为被评证券的存续期。同时，本评级机构已对受 评对象的跟踪评级事项做出了明确安排，并有权在被评证券存续期间变更信用评级。本评级机构提醒报 告使用者应及时登陆本公司网站关注被评证券信用评级的变化情况。 本评级报告版权归本评级机构所有，未经授 ...

| 证券代码：603228 | 证券简称：景旺电子 | | 公告编号：2025-063 | | --- | --- | --- | --- | | 债券代码：113669 | 债券简称：景 23 | 转债 | | 深圳市景旺电子股份有限公司 关于聘任副总裁、变更证券事务代表的公告 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承担法律责任。 深圳市景旺电子股份有限公司（以下简称"公司"）于 2025 年 6 月 26 日召开 第四届董事会第三十次会议，审议通过了《关于聘任副总裁的议案》《关于变更 证券事务代表的议案》。现将相关情况公告如下： 一、聘任副总裁的情况 蒋靖怡女士因工作调整，不再担任证券事务代表职务。本公司对蒋靖怡女士 在担任证券事务代表期间的工作及贡献表示感谢。董事会同意聘任贾亚辉女士 （简历附后）为公司证券事务代表，协助董事会秘书开展工作履行职责，任期自 本次董事会审议之日起至第四届董事会届满之日止。 贾亚辉女士已取得上海证券交易所董事会秘书资格证明，具备担任证券事务 代表所必备的专业知识与工作经验，其任职资格符合《公司法 ...