此前，骏亚科技曾在投资者互动平台表示，公司研发制造的PCB应用于多家知名机器人客户的产品，未 来将持续推进AI应用、机器人等领域市场拓展，同时也指出目前主要是样板及小批量板客户订单，业 务占比较低，与异动公告中披露的口径一致。 目前，骏亚科技在惠州、珠海、江西龙南、长沙、安徽广德及越南布局有生产基地，下辖8个工厂，其 中珠海工厂及广德工厂主要业务为样板，长沙工厂主要业务为中小批量，惠州(三栋)工厂、龙南三个工 厂主要为中大批量业务，惠州(小金口)工厂主要业务为SMT及整机业务。 2025年以来，骏亚科技紧抓AI技术发展带动的算力与通信需求增长，汽车电动化、智能化趋势，以及 消费电子市场需求修复等机遇，加大各业务市场开发力度，业绩得到修复。今年前三季度，公司营收为 19.19亿元，同比增长9.36%；净利润2171.57万元，同比实现扭亏为盈。 12月4日，人形机器人板块活跃，骏亚科技（603386）收获两连板，最新报收15.14元/股，市值49亿 元。 当日盘后，骏亚科技发布股价异动公告，直面市场热点，并明确自身人形机器人业务含量：公司生产的 印制电路板(PCB)产品可用于人形机器人，但相关产品占营业收入比重 ...

Group 1 - Sun Cable announced that its major shareholder, Xiangyu Group, plans to reduce its stake by up to 3% of the company's total shares, amounting to a maximum of 21.67 million shares [2][3] - As of the announcement, Xiangyu Group holds 101 million shares, representing 14.04% of the total shares, while its action partner holds 11.99 million shares, accounting for 1.66% [2] - The stock of Sun Cable has experienced a significant increase, achieving a market capitalization of over 6.8 billion yuan [2][5] Group 2 - Haike Xinyuan announced that its shareholder, Haike Xinyuan Asset Management Plan, intends to reduce its holdings by up to 5.57 million shares, which is 2.50% of the total shares, within three months after 15 trading days [3][4] - The shares to be reduced were part of a strategic allocation plan for employees during the company's initial public offering [4] - Haike Xinyuan's stock has seen a remarkable increase of over 400% since the beginning of the year [5] Group 3 - Anji Food reported that its price-to-earnings ratio is significantly higher than that of its industry peers, indicating potential risks of price correction [6] - Junya Technology highlighted that its PCB products, which can be used in humanoid robots, contribute less than 0.05% to its total revenue, suggesting limited impact on current performance [7] - Longzhou Co. warned investors about potential risks due to significant recent price increases and ongoing uncertainties regarding its subsidiary's operations and legal issues [7]

证券日报网讯 12月4日晚间，骏亚科技发布公告称，公司股票于2025年12月2日、12月3日、12月4日连 续三个交易日内日收盘价格涨幅偏离值累计达到20%，根据《上海证券交易所交易规则》的有关规定， 属于股票交易异常波动。 （文章来源：证券日报） ...

Core Insights - Multiple high-performing stocks announced plans for share reductions by major shareholders, indicating potential shifts in investor sentiment and market dynamics [1][3][4]. Group 1: Company Announcements - Sun Cable announced that its major shareholder, Xiangyu Group, along with its concerted parties, plans to reduce their holdings by up to 3% of the company's shares, equating to a maximum of 21.67 million shares [3][4]. - HaiKe New Source disclosed that its shareholder, HaiKe New Source Asset Management Plan, intends to reduce its holdings by up to 5.57 million shares, representing 2.50% of the total share capital, within three months after 15 trading days [2][5]. - Aerospace Electromechanical clarified that its main business does not involve commercial aerospace, and it reported a revenue of 5.349 billion yuan with a net loss of 63.73 million yuan for the fiscal year 2024 [7]. Group 2: Market Performance - Sun Cable's stock price reached a limit-up on December 4, marking its third consecutive trading day of gains, with a total market capitalization exceeding 6.8 billion yuan [3]. - HaiKe New Source's stock has seen a cumulative increase of over 400% since the beginning of the year, reflecting strong market performance [6]. - Anji Food's stock price has been highly volatile, with its price-to-earnings ratio significantly higher than industry peers, suggesting potential for price correction [7]. Group 3: Risk Warnings - Several companies, including Aerospace Electromechanical, Anji Food, and Junya Technology, issued warnings regarding stock trading risks due to significant price fluctuations and high valuations [7][8]. - Junya Technology noted that its PCB products, while applicable in humanoid robots, contribute less than 0.05% to its total revenue, indicating limited impact on overall performance [8].

Core Viewpoint - Several major stocks have announced plans for share reductions by significant shareholders, indicating potential shifts in investor sentiment and market dynamics [1][2][3]. Group 1: Company Announcements - Sun Cable announced that its major shareholder, Xiangyu Group, plans to reduce its stake by up to 3%, equating to a maximum of 21.67 million shares [2][3]. - HaiKe New Source's shareholder plans to reduce its holdings by up to 557,000 shares, representing 2.50% of the total share capital, due to investment liquidation arrangements [4][5]. - Aerospace Electromechanical clarified that its main business does not involve commercial aerospace, and it reported a significant loss in the previous fiscal year [6][7]. Group 2: Market Performance - Sun Cable's stock has experienced a significant increase, achieving a market cap exceeding 6.8 billion yuan [2]. - HaiKe New Source's stock has surged over 400% year-to-date, reflecting strong market performance [5]. - Anji Food's stock has been trading at a high P/E ratio compared to industry peers, suggesting potential for price correction [6]. Group 3: Risk Warnings - Aerospace Electromechanical and other companies have issued warnings regarding stock trading risks due to recent price volatility [6][7]. - Junya Technology noted that while its PCB products can be used in humanoid robots, this segment contributes less than 0.05% to its total revenue, indicating limited impact on overall performance [7].

智通财经APP讯，骏亚科技(603386.SH)发布股价异动公告称，经公司自查，未发现对公司股票交易价 格产生重大影响的媒体报道。公司主营业务为印制电路板(PCB)的研发、生产和销售及印制电路板的表 面贴装(SMT)，公司产品包括刚性电路板、柔性电路板、刚柔结合板、高密度互联电路板和PCBA，应 用领域较为广泛，具体情况详见公司披露的定期报告。公司生产的PCB产品可用于人形机器人，但相关 产品占公司营业收入比重很小，占公司营业收入比重低于0.05%，不会对公司当期业绩产生重大影响。 ...

智通财经APP讯，骏亚科技(603386.SH)发布股价异动公告称，经公司自查，未发现对公司股票交易价 格产生重大影响的媒体报道。公司主营业务为印制电路板(PCB)的研发、生产和销售及印制电路板的表 面贴装(SMT)，公司产品包括刚性电路板、柔性电路板、刚柔结合板、高密度互联电路板和PCBA，应 用领域较为广泛，具体情况详见公司披露的定期报告。公司生产的PCB产品可用于人形机器人，但相关 产品占公司营业收入比重很小，占公司营业收入比重低于0.05%，不会对公司当期业绩产生重大影响。 ...

格隆汇12月4日丨骏亚科技(603386.SH)公布股票交易异常波动公告，经公司自查，未发现对公司股票交 易价格产生重大影响的媒体报道。公司主营业务为印制电路板（PCB）的研发、生产和销售及印制电路 板的表面贴装（SMT），公司产品包括刚性电路板、柔性电路板、刚柔结合板、高密度互联电路板和 PCBA，应用领域较为广泛，具体情况详见公司披露的定期报告。公司生产的PCB产品可用于人形机器 人，但相关产品占公司营业收入比重很小，占公司营业收入比重低于0.05%，不会对公司当期业绩产生 重大影响。 ...

人民财讯12月4日电，骏亚科技(603386)12月4日发布股票交易异常波动公告，公司股票连续三个交易日 内日收盘价格涨幅偏离值累计达到20%。经自查，未发现对公司股票交易价格产生重大影响的媒体报 道。公司主营业务为印制电路板（PCB）的研发、生产和销售及印制电路板的表面贴装（SMT），公司 产品包括刚性电路板、柔性电路板、刚柔结合板、高密度互联电路板和PCBA，应用领域较为广泛。公 司生产的PCB产品可用于人形机器人，但相关产品占公司营业收入比重很小，占公司营业收入比重低于 0.05%，不会对公司当期业绩产生重大影响。 转自：证券时报 ...

证券代码：603386 证券简称：骏亚科技 公告编号：2025-043 广东骏亚电子科技股份有限公司 公司股票于2025年12月2日、12月3日、12月4日连续三个交易日内日收盘价 格涨幅偏离值累计达到20%，根据《上海证券交易所交易规则》的有关规定，属 于股票交易异常波动情形。 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，公司目前日常生产经营活动正常，内外部经营环境未发生重大 变化。 （二）重大事项情况 经公司自查，并向公司控股股东、实际控制人及其配偶书面征询核实，除已 披露事项外，截至目前，公司、控股股东、实际控制人及其配偶均不存在对公司 股票交易价格可能产生重大影响的应披露而未披露的重大信息，包括但不限于筹 1 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： 一、本股票交易异常波动的具体情况 经公司核实，公司董事、高级管理人员、控股股东及实际控制人在本次公司 股票交易异常波动期间不存在买卖公司股票的情况。除公司已披露的事项外，未 发现其他有可能对公司股价产生较大影响 ...