| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688020 | 方邦股份 | 60.55 | -9.99% | 5.08万 | 3.17亿 | | 002916 | 深南电路 | 216.79 | -9.03% | 13.02万 | 28.71亿 | | 300476 | 胜宏科技 | 266.14 | -6.77% | 51.20万 | 140.07亿 | | 002436 | 兴森科技 | 21.01 | -6.62% | 107.50万 | 23.03亿 | | 603920 | 世运电路 | 43.38 | -6.21% | 31.75万 | 14.12 乙 | | 600601 | 方正科技 | 10.33 | -5.92% | 235.36万 | 24.51亿 | | 301366 | 一博科技 | 39.15 | -5.71% | 7.71万 | 3.06亿 | | 603936 | 博敏电子 | 12.57 | -5.42% | 47.93万 | 6.10亿 | | 30040 ...

证券代码：603936 证券简称：博敏电子 公告编号：临 2025-076 博敏电子股份有限公司 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。 重要内容提示： 基本情况 | 投资金额 | 博敏电子股份有限公司（以下简称"公司"）使用募集 | | --- | --- | | | 资金购买了中国建设银行股份有限公司梅州扶贵支行 | | | （以下简称"建设银行"）的中国建设银行广东省分行 | | | 单位人民币定制型结构性存款,金额为 万元。 4,000 | | 投资种类 | 结构性存款 | | 资金来源 | 募集资金 | 已履行及拟履行的审议程序 2025 年 3 月 18 日，公司召开第五届董事会审计委员会第十二次会议、第 五届董事会第十八次会议及第五届监事会第十四次会议审议通过了《关于公 司继续使用部分闲置募集资金进行现金管理的议案》，具体内容详见公司于 2025 年 3 月 20 日在上海证券交易所网站（www.sse.com.cn）披露的《关于继 续使用部分闲置募集资金进 ...

■ 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。 博敏电子股份有限公司（以下简称"公司"）于2025年3月18日召开第五届董事会审计委员会第十二次会 议、第五届董事会第十八次会议及第五届监事会第十四次会议审议通过了《关于公司继续使用部分闲置 募集资金进行现金管理的议案》，具体内容详见公司于2025年3月20日在上海证券交易所网站 （www.sse.com.cn）披露的《关于继续使用部分闲置募集资金进行现金管理的公告》（公告编号：临 2025-024）。 公司于2025年7月4日通过中国建设银行股份有限公司梅州扶贵支行（以下简称"建设银行"）购买中国建 设银行广东省分行单位人民币定制型结构性存款4,000万元，具体内容详见公司于2025年7月8日在上海 证券交易所网站（www.sse.com.cn）披露的《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：临2025-059）。公司于2025年9月29日赎回本金4,000万元，获得收益为10.57万元。前述本 金及收益已到账并划至募集资金专户，本次到期赎回的情况如下 ...

内容概要：随着全球数字化转型与汽车电动智能化浪潮的推进，HDI 板市场需求激增。中国作为全球 最大的电子产品制造和消费市场之一，HDI板行业也得到快速发展。数据显示，2024年中国HDI板行业 市场规模为455.68亿元，同比上涨16.5%。预计未来在5G需求驱动下，HDI板企业将加速进入中高端市 场，行业市场规模将进一步扩大。到2025年中国HDI板行业市场规模达到509.08亿元，同比上涨 11.7%。 相关上市企业：大族数控（301200）、沪电股份（002463）、胜宏科技（300476）、东山精密 （002384）、生益电子（688183）、景旺电子（603228）、兴森科技（002436）、博敏电子 （603936）、深南电路（002916）、方正科技（600601）、崇达技术（002815）等。 相关企业：深圳市五株科技股份有限公司等。 关键词：HDI板行业产业链、HDI板行业市场规模、HDI板行业竞争格局、HDI板行业发展趋势 HDI板行业产业链 消费电子是HDI板最主要的应用领域之一，比如智能手机、平板电脑和笔记本电脑等产品。由于设备对 体积和重量的要求越来越高，HDI板能够有效地实现小型化 ...

博敏电子股份有限公司 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：603936 证券简称：博敏电子 公告编号：临 2025-075 博敏电子股份有限公司董事会 2025 年 10 月 9 日 1 单位：万元 | 序号 1 人民币定制型结构性存款 | | | | | --- | --- | --- | --- | | 受托方名称 产品名称 中国建设银行广东省分行单位 建设银行 | 赎回金额 4,000 | 年化收益率 1.11% | 收益金额 10.57 | 特此公告。 博敏电子股份有限公司（以下简称"公司"）于 2025 年 3 月 18 日召开第五 届董事会审计委员会第十二次会议、第五届董事会第十八次会议及第五届监事会 第十四次会议审议通过了《关于公司继续使用部分闲置募集资金进行现金管理的 议案》，具体内容详见公司于 2025 年 3 月 20 日在上海证券交易所网站 （www.sse.com.cn）披露的《关于继续使用部分闲置募集资金进行现金管理的公 告》（公告 ...

Group 1 - The core point of the news is that Bomin Electronics experienced a decline of 5.07% in its stock price, reaching 13.11 yuan per share, with a trading volume of 640 million yuan and a turnover rate of 7.54%, resulting in a total market capitalization of 8.265 billion yuan [1] - Bomin Electronics, established on March 25, 2005, and listed on December 9, 2015, is located in Meizhou, Guangdong Province. The company specializes in the research, production, and sales of high-precision printed circuit boards (PCBs) and related core electronic components [1] - The main revenue composition of Bomin Electronics includes printed circuit boards at 75.03%, customized electronic components at 21.05%, and other supplementary sources at 3.93% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under China Europe Fund holds a significant position in Bomin Electronics. The China Europe Small Cap Growth Mixed A Fund (015880) held 347,900 shares in the second quarter, accounting for 0.63% of the fund's net value, ranking as the fourth-largest heavy stock [2] - The China Europe Small Cap Growth Mixed A Fund (015880) was established on June 28, 2022, with a latest scale of 199 million yuan. Year-to-date, it has achieved a return of 53.55%, ranking 873 out of 8172 in its category, and a one-year return of 115.08%, ranking 366 out of 7995 [2] Group 3 - The fund managers of the China Europe Small Cap Growth Mixed A Fund (015880) are Qian Yating and Tang Minwei. As of the report, Qian Yating has a cumulative tenure of 3 years and 326 days, with the fund's total asset scale at 2.377 billion yuan, achieving a best return of 57.29% during the tenure [3] - Tang Minwei has a cumulative tenure of 63 days, with the fund's total asset scale at 517 million yuan, achieving a best return of 14.18% during the tenure [3]

Group 1 - EDR concept increased by 2.76%, ranking 8th among concept sectors, with 17 stocks rising, including Jing Sheng Electronics and Bo Min Electronics hitting the daily limit [1][2] - Notable gainers in the EDR sector include Xie Chuang Data and Hong Quan IoT, which rose by 13.10% and 6.79% respectively [1][2] - Major decliners in the sector include De Run Electronics, Xing Min Zhi Tong, and Wei Di Co., which fell by 2.88%, 0.96%, and 0.44% respectively [1][2] Group 2 - The EDR concept sector saw a net inflow of 846 million yuan, with 9 stocks receiving net inflows, and 7 stocks exceeding 50 million yuan in net inflow [2][3] - Bo Min Electronics led the net inflow with 320 million yuan, followed by Jing Sheng Electronics and Xie Chuang Data with net inflows of 227 million yuan and 122 million yuan respectively [2][3] - The net inflow ratios for Bo Min Electronics, Jing Sheng Electronics, and Guang Hong Technology were 18.71%, 13.12%, and 10.47% respectively [3]

Core Viewpoint - The AI PC concept sector has shown a positive performance, with a 2.82% increase, ranking 7th among various concept sectors, indicating strong investor interest and potential growth in this area [1]. Group 1: Sector Performance - As of September 16, the AI PC concept sector increased by 2.82%, with 38 stocks rising, including notable performers like Bomin Electronics and Kesen Technology, which hit the daily limit up [1]. - The top gainers in the sector included Zhongshi Technology, Changying Precision, and Danghong Technology, with increases of 11.40%, 8.94%, and 6.87% respectively [1]. Group 2: Capital Flow - The AI PC concept sector attracted a net inflow of 2.025 billion yuan from main funds, with 24 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflow [2]. - Kesen Technology led the net inflow with 602.13 million yuan, followed by Changying Precision and Bomin Electronics with net inflows of 495.44 million yuan and 320.07 million yuan respectively [2]. Group 3: Capital Inflow Ratios - Kesen Technology, Bomin Electronics, and Victory Precision had the highest net inflow ratios at 32.92%, 18.71%, and 14.57% respectively, indicating strong investor confidence in these stocks [3].

Market Overview - The component sector increased by 2.47% on September 16, with Shiyun Circuit leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Gainers in Component Sector - Shiyun Circuit (603920) closed at 46.07, up 10.00% with a trading volume of 561,300 shares [1] - Bomin Electronics (603936) also rose by 10.00% to 14.52, with a trading volume of 1,236,900 shares [1] - Other notable gainers include: - Yuandiwei (832491) up 6.06% to 34.50 [1] - Shenghong Technology (300476) up 5.29% to 346.99 [1] - Zhongfu Circuit (300814) up 5.19% to 51.70 [1] Decliners in Component Sector - ST Dongjing (002199) fell by 2.88% to 10.13, with a trading volume of 66,000 shares [2] - Other decliners include: - Si Hui Fu Ren (300852) down 1.32% to 45.50 [2] - Wanyuantong (920060) down 1.27% to 38.77 [2] Capital Flow Analysis - The component sector saw a net inflow of 724 million yuan from institutional investors, while retail investors experienced a net outflow of 534 million yuan [2][3] - Notable net inflows from major stocks include: - Bomin Electronics with a net inflow of 294 million yuan [3] - Shiyun Circuit with a net inflow of 260 million yuan [3] Summary of Trading Data - The trading volume and turnover for key stocks in the component sector indicate strong market activity, with significant movements in both directions [1][2][3] - The overall sentiment in the component sector appears positive, driven by strong performances from leading companies [1][3]

9月16日，博敏电子涨5.91%，截至发稿，报13.98元/股，成交8.14亿元，换手率9.74%，总市值88.13亿 元。博敏电子股价已经连续4天上涨，区间累计涨幅17.75%。 资料显示，博敏电子股份有限公司位于广东省梅州市经济开发试验区东升工业园，成立日期2005年3月 25日，上市日期2015年12月9日，公司主营业务涉及高精密印制电路板(PCB)的研发、生产和销售及 PCBA相关核心电子元器件的失效性分析、定制开发和销售。主营业务收入构成为：印制电路板 75.03%，定制化电子电器组件(模组)21.05%，其他(补充)3.93%。 从基金十大重仓股角度 中欧小盘成长混合A（015880）基金经理为钱亚婷、汤旻玮。 数据显示，中欧基金旗下1只基金重仓博敏电子。中欧小盘成长混合A（015880）二季度持有股数34.79 万股，占基金净值比例为0.63%，位居第四大重仓股。根据测算，今日浮盈赚取约27.14万元。连续4天 上涨期间浮盈赚取69.23万元。 中欧小盘成长混合A（015880）成立日期2022年6月28日，最新规模1.99亿。今年以来收益51.46%，同 类排名762/8174；近一年收益11 ...