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世运电路:公司在泰国投资建设的新工厂预计2025年末投产
Mei Ri Jing Ji Xin Wen· 2025-09-26 09:43
每经AI快讯,有投资者在投资者互动平台提问:请问贵公司有没有加大国际和国内机器人业务的发 展? (记者 曾健辉) 世运电路(603920.SH)9月26日在投资者互动平台表示,尊敬的投资者,您好!在国际市场方面,公 司自2020年起配合客户研发、生产人形机器人PCB产品,公司成功获得北美人形机器人龙头企业新产品 定点,相关设计方案冻结并进入该版本转量产准备阶段。此外,公司在泰国投资建设的新工厂预计2025 年末投产,这将有助于更好地满足海外市场需求,进一步拓展国际机器人业务。在国内市场方面,公司 凭借海外新能源汽车PCB领域的先发优势,进一步延伸布局国内PCB市场,已将人形机器人作为重点发 展板块之一,已展开与国内人形机器人头部客户的合作和获得项目定点。感谢您的关注! ...
世运电路:目前,公司成功获得北美人形机器人龙头企业新产品定点
Mei Ri Jing Ji Xin Wen· 2025-09-26 09:36
Core Viewpoint - The company is focusing on the development of humanoid robot PCBs and has made significant progress in collaboration with leading companies in the industry [1] Group 1: Company Development - The company has been developing humanoid robot PCB products since 2020, covering various electronic circuit applications such as central control systems, visual perception systems, joint drive systems, energy management, wireless charging, and dexterous hands [1] - The company has successfully secured a new product designation from a leading North American humanoid robot company, with design plans frozen and preparations for mass production underway [1] - The company is actively advancing partnerships with domestic leading humanoid robot clients and has obtained new project designations through client certifications for the next generation of humanoid robots [1]
元件板块9月25日跌1.11%,晶赛科技领跌,主力资金净流出29.97亿元
Market Overview - On September 25, the component sector declined by 1.11%, with Jingsai Technology leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Notable gainers in the component sector included: - Fala Electronics (Code: 600563) with a closing price of 125.08, up 4.50% and a trading volume of 66,500 shares, totaling 822 million yuan [1] - Zhongfu Circuit (Code: 300814) with a closing price of 53.09, up 3.75% and a trading volume of 157,000 shares, totaling 825 million yuan [1] - Major decliners included: - Jingsai Technology (Code: 871981) with a closing price of 39.02, down 5.25% and a trading volume of 30,300 shares, totaling 120 million yuan [2] - Jingwang Electronics (Code: 603228) with a closing price of 67.80, down 3.61% and a trading volume of 372,500 shares, totaling 2537 million yuan [2] Capital Flow - The component sector experienced a net outflow of 2.997 billion yuan from institutional investors, while retail investors saw a net inflow of 2.282 billion yuan [2] - Notable capital flows included: - Shunluo Electronics (Code: 002138) with a net inflow of 12.6 million yuan from institutional investors, but a net outflow of 14 million yuan from retail investors [3] - Shiyun Circuit (Code: 603920) with a net inflow of 12.5 million yuan from institutional investors, but a net outflow of 16.3 million yuan from retail investors [3]
万亿级赛道争夺战:广东、江苏很强势,珠海或冲C位
21世纪经济报道· 2025-09-25 04:17
记者丨杨期鑫 实习生钟宸 编辑丨李振 PCB(印制电路板),是现代电子产品的核心组件,PCB与芯片、面板并称电子信息产业三大 元器件,主要作用是实现电子元器件之间的相互连接,实现信号传输,因此也被称为"电子产 品之母"。 Prismark数据显示,2024年全球PCB市场产值为735.65亿美元,同比增长5.8%;而中国以 412.13亿美元的产值领跑全球,同比增速高达9.0%。 数据来源:Prismark 制图:杨期鑫 而在这场产业竞逐中,城市间的角力尤为激烈—— 作为中国PCB产业核心区域,广东PCB产 能占全国约60%,拥有超万亿市值的上市企业集群,以及深圳、惠州、东莞等城市形成的城 市集群;与此同时,中西部城市如江西信丰、安徽广德正借势产业转移东风强势崛起 。 广东P C B板块市值已超万亿 从一开始的一穷二白到如今全球最大的PCB生产国,中国PCB产业发展并非一帆风顺。 1936年,奥地利人保罗·爱斯勒(Paul Eisler)发明了世界上第一块PCB,并于50年代初开始 大规模应用。 但是由于西方的技术封锁,直到1956年,中国第一块PCB在北京一间简陋的实验室内诞生。 上世纪60—70年代,中国 ...
世运电路创始人佘英杰:以创新与稳健向着“百年老店”前行
40年深耕:顺着产业浪潮踏浪而行 回溯世运电路的成长脉络,其每一步成长始终与本土PCB产业的发展同频共振。1985年,佘英杰踏入 PCB行业。彼时,中国电子产品领域尚处空白,PCB作为电子产业的基础工业,正迎来发展机遇。 "当时我就判断,随着电子产品不断创新,PCB的需求一定会持续增长,这是一个有未来的行业。"佘英 杰的这一判断,成为世运电路40年坚守的起点。 创业初期,世运电路先在香港扎根,依托香港的区位优势对接海外市场与资源。1991年,佘英杰将工厂 迁至深圳,成立深圳世运电子厂。"深圳的产业配套逐步完善,政策也鼓励制造业发展,我们顺势而 为,在这里开启了规模化发展的新阶段。"他说。 到2000年,世运电路的工厂面积扩展至1.5万平方米,年产值接近3亿元。此后,因深圳产业政策调整以 及企业对发展空间的需求增加,世运电路将目光投向了江门。"一方面是因为广东作为改革开放前沿, 产业配套成熟、客户资源集中,留在广东能更好地服务客户;另一方面,江门的环保条件、土地资源更 契合企业长远布局需求。"佘英杰表示。 此后,世运电路逐步成长为行业领先企业。2017年4月,世运电路成为江门市首家在上交所挂牌的企 业。 40年 ...
世运电路5亿元闲置募集资金现金管理调整:改投中信银行新结构性存款产品
Xin Lang Cai Jing· 2025-09-22 11:50
Core Viewpoint - The company has announced the progress of using part of its idle raised funds for cash management, specifically through the subscription of a new structured deposit product after a previous attempt was unsuccessful due to insufficient bank product quotas [1][2]. Summary by Relevant Sections Cash Management Overview - The company plans to use a maximum of 110,000 million yuan of temporarily idle raised funds for cash management, focusing on high safety, good liquidity, and principal-protected deposits or financial products, with individual investment product terms not exceeding 12 months [2]. New Investment Details - The newly subscribed product is "共赢慧信汇率挂钩人民币结构性存款A13537期(C25A13537)" with an investment amount of 50,000 million yuan, expected annualized return rate between 1.00% and 1.74%, and the investment period from September 23, 2025, to October 23, 2025 [2][3]. Existing Cash Management Products - As of the announcement date, the company has several outstanding cash management products, including: - "银河金鼎"收益凭证5049期 with an investment of 10,000 million yuan, expected return of 1.5% - 4% [3] - "收益宝"4号 with an investment of 10,000 million yuan, expected return of 1.60% - 2.32% [3] - Other products with similar structures and varying expected returns [3]. Company’s Rationale - The company emphasizes that the use of idle raised funds for cash management does not affect the normal investment plans of the raised funds and aims to enhance the efficiency of fund utilization, ultimately benefiting the company and its shareholders [3].
世运电路(603920) - 世运电路关于使用部分闲置募集资金进行现金管理的进展公告
2025-09-22 10:15
广东世运电路科技股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 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。 证券代码:603920 证券简称:世运电路 公告编号:2025-076 重要内容提示: 前次现金管理的基本情况 广东世运电路科技股份有限公司(以下简称"公司")于 2025 年 9 月 19 日披露了《关于使用部分闲置募集资金进行现金管理的进展公告》(公告编号: 2025-074),其中于 2025 年 9 月 18 日起息的中信银行股份有限公司"共赢慧信 汇率挂钩人民币结构性存款 A13321 期(C25A13321)"的理财产品,因银行相关 理财产品额度不足导致未能认购成功,募集资金 50,000 万元未能成功划款。 | 产品名称 | 共赢慧信汇率挂钩人民币结构性存款 A13537 | | | | | | | | 期(C25A13537) | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 受托方名称 | 中信银行股份有 ...
广东世运电路科技股份有限公司 关于高级管理人员减持股份计划公告
Group 1 - The company secretary, Yin Jialiang, holds 106,490 shares, accounting for 0.0148% of the total share capital, acquired through equity incentives [2] - Yin Jialiang plans to reduce his holdings by up to 26,600 shares, which is 0.0037% of the total share capital and 25% of his total holdings, within three months after the announcement [2] - The reduction plan will be adjusted if there are changes in the number of shares due to stock dividends or capital increases during the reduction period [2] Group 2 - There are no concerted actions among the shareholders involved in the reduction [3] - The actual start of the reduction may be postponed if the company's stock is suspended [4] - The company will continue to monitor the situation regarding the shareholder's reduction of shares and will fulfill its information disclosure obligations in accordance with relevant regulations [7]
【财闻联播】中国科协:撤销5人奖章、证书、奖金!香港黄金劫案主谋落网
券商中国· 2025-09-19 15:49
Macro Dynamics - The State Council, led by Premier Li Qiang, held a meeting on September 19 to discuss the implementation of the national ecological environment protection conference and the promotion of the Beautiful China initiative. The meeting also reviewed the draft amendment to the Banking Supervision Law, emphasizing the importance of stability in the banking sector for the financial system and consumer protection [2][3]. Financial Institutions - BlackRock reduced its stake in Industrial and Commercial Bank of China from 5.04% to 4.95% as of September 16. Additionally, BlackRock's holdings in Sunny Optical Technology decreased from 5.07% to 4.68%, and in Haier Smart Home from 7.09% to 6.99% [11]. Market Data - On September 19, the three major indices collectively declined, with the Shanghai Composite Index down 0.30%, the Shenzhen Component down 0.04%, and the ChiNext Index down 0.16%. The total trading volume in the Shanghai and Shenzhen markets was 2.32 trillion, a decrease of 811.3 billion from the previous trading day. The semiconductor industry showed strength, with the photolithography machine sector leading gains [12]. - The financing balance in the two markets decreased by 2.628 billion, with the Shanghai Stock Exchange reporting a balance of 1.209 trillion and the Shenzhen Stock Exchange 1.169 trillion [14]. Company Dynamics - Chengdu KuaiGou Technology Co., Ltd. is under investigation for suspected violations of the E-commerce Law [15]. - Cisco Rui (688053.SH) received a notice of administrative penalty for false reporting in its 2022 annual report, inflating revenue by 9.9604 million and profit by 7.0054 million. The company faces a fine of 2 million, and related individuals received fines totaling 400,000 [16]. - Fudan Fuhua announced a change of stock abbreviation to "ST Fuhua" due to violations in its annual reports from 2019 to 2023, resulting in a proposed fine of 4 million [17]. - Creative Information (300366.SZ) will change its stock abbreviation to "ST Creative" due to over-reporting revenue in its 2022 and 2023 reports, leading to a proposed penalty [18]. - Juewei Foods (603517.SH) will also change its stock abbreviation to "ST Juewei" following an investigation into its revenue reporting from 2017 to 2021, with a proposed fine of 4 million [19]. - ST New Power (300152.SZ) is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [20]. - Moore Thread's IPO is scheduled for review on September 26 [21][22]. - Huadian Technology plans to issue H-shares and list on the Hong Kong Stock Exchange [23]. - Shareholder Xiong Haitao of Jinfa Technology plans to reduce his stake by up to 26.3661 million shares, accounting for 1% of the total share capital [24]. - Board Secretary Yin Jialiang of Shiyun Circuit plans to reduce his stake by up to 26,600 shares [25]. - The Shanghai Stock Exchange issued a regulatory warning to Dingxin Communications for inaccurate disclosures regarding its relationship with Alibaba's semiconductor company [26]. - Xiaomi Auto announced a recall of 116,887 SU7 standard version electric vehicles due to safety concerns [27]. - Huang Yongzhang resigned from China National Petroleum Corporation and took a new position at China National Offshore Oil Corporation [28][29]. - Gao Fei was appointed as the General Manager of China Eastern Airlines Group [30]. - He Lin Weina's major shareholder terminated a share reduction plan early, having reduced 1.12% of the total share capital [31].
沪电股份拟筹划发行H股;13连板天普股份称股价存在快速下跌风险丨公告精选
Group 1 - Huadian Co., Ltd. plans to issue H-shares and list on the Hong Kong Stock Exchange [2] - Cisco Ray's 2022 annual report was found to have inflated revenue by 9.96 million and profit by 7.0054 million, leading to penalties and a change in stock name to ST Cisco Ray [3] - Tianpu Co., Ltd. experienced a 245.20% increase in stock price over 13 consecutive trading days, indicating a risk of rapid decline [4] - ST New Power is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [6] - Baoli International intends to invest in semiconductor testing equipment company Hongtai Technology, acquiring 1%-3% equity [7] - Ankai Micro plans to invest 20 million yuan to acquire 4% equity in Shiqi Future, focusing on smart vision technology [8] Group 2 - SF Holding reported a revenue of 24.787 billion yuan in August, a year-on-year increase of 7.86% [9] - Various companies are involved in share transfers, including Guangli Micro and *ST Tianlong, with plans for significant asset restructuring [11] - Xinwangda's subsidiary aims to establish a storage industry fund with professional investment institutions [12] - Several companies are planning share repurchases, including Shunhao Co. and Lingyun Optics, with adjustments to repurchase plans [18]