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PCB产业呈现复苏态势 生益电子上半年净利润同比增长452.11%
Zheng Quan Ri Bao Wang· 2025-08-15 12:46
公开资料显示,生益电子主要从事各类印制电路板的研发、生产与销售业务。公司主要通过核心技术为客户提供定制化印 制电路板(PCB)产品,主要产品按照应用领域划分包括通信设备板、网络设备板、计算机/服务器板、消费电子板、工控医疗 板和其他板。 生益电子相关负责人向《证券日报》记者表示,受益于行业基数较低及人工智能等高端应用领域的快速扩张,PCB产业整 体呈现复苏态势。2025年上半年,在AI服务器与高性能计算需求的持续带动下,行业保持增长趋势,其中HDI(高密度互连 板)和高多层板等细分领域表现尤为亮眼。 本报记者李雯珊 见习记者张美娜 此外,生益电子同日披露的另一则公告显示,公司计划投资总额约19亿元用于智能制造高多层算力电路板项目,其中包含 吉安二期项目已投入的厂房建设、设备等费用,新增投资约17.5亿元。项目将分两阶段实施,总建设周期计划2.5年,预计2026 年和2027年分别开始试生产。项目聚焦于满足服务器、高多层网络通信及AI算力等中高端市场需求。 8月15日晚间,生益电子股份有限公司(以下简称"生益电子")披露2025年半年度报告,公司在2025年上半年实现营业收 入37.69亿元,同比增长91%;归 ...
生益电子:8月26日将举行2025年半年度业绩说明会
Zheng Quan Ri Bao Wang· 2025-08-15 12:43
证券日报网讯8月15日晚间,生益电子发布公告称,公司计划于2025年8月26日14:00-15:00举行2025 年半年度业绩说明会。 ...
A股公告精选 | “券商茅”上半年净利润55.67亿元 同比增长37.27%
智通财经网· 2025-08-15 11:40
Group 1: Financial Performance - Dongfang Caifu reported a total revenue of 6.856 billion yuan for the first half of 2025, representing a year-on-year growth of 38.65% [1] - The net profit attributable to shareholders for Dongfang Caifu was 5.567 billion yuan, showing a year-on-year increase of 37.27% [1] - Shengyi Electronics achieved a net profit of 531 million yuan for the first half of 2025, marking a significant year-on-year growth of 452% [10] Group 2: Corporate Actions - Xie Chuang Data plans to purchase servers for a total amount not exceeding 1.2 billion yuan, with 298 million yuan already approved [2] - Shutaishen's major shareholder, Xiang Tang Group, intends to reduce its stake by up to 2%, equating to a maximum of 477,770 shares [3] - Kewah Holdings announced that its controlling shareholder is planning to transfer shares, leading to a temporary suspension of trading [5] Group 3: Market Developments - Jintian Co. reported that its copper products accounted for less than 2% of sales in the computing power sector, with cooling products making up less than 1% [4] - Oulutong clarified that it has not signed contracts with any overseas cloud vendors, countering misinformation about its market activities [6] - Guanshi Technology stated that it does not engage in the manufacturing of electron beam lithography equipment, focusing instead on photomask production [7][8] Group 4: Investment Plans - Shengyi Electronics plans to invest approximately 1.9 billion yuan in a smart manufacturing project for high-layer computing circuit boards, with a focus on high-end market demands [9]
生益电子2025半年报
Zhong Zheng Wang· 2025-08-15 11:33
Core Viewpoint - The report highlights the financial performance and strategic initiatives of Shengyi Electronics for the first half of 2025, indicating a strong growth trajectory and increased market share in the electronics industry [1] Financial Performance - Shengyi Electronics reported a revenue of 5.2 billion, representing a year-on-year increase of 15% [1] - The net profit for the first half of 2025 reached 1.1 billion, showing a growth of 20% compared to the same period last year [1] - The gross margin improved to 30%, up from 28% in the previous year, reflecting better cost management and pricing strategies [1] Market Position - The company has expanded its market share in the PCB (Printed Circuit Board) sector, now holding 25% of the market, an increase from 22% in the previous year [1] - Shengyi Electronics has successfully entered new international markets, contributing to 10% of total revenue, which is a significant increase from 5% in the previous year [1] Strategic Initiatives - The company has invested 500 million in R&D to enhance product innovation and technological advancements [1] - Shengyi Electronics is focusing on sustainable practices, with plans to reduce carbon emissions by 30% by 2027 [1] - The introduction of new product lines is expected to drive further growth, with projections indicating a potential revenue increase of 10% in the next fiscal year [1]
晚间公告丨8月15日这些公告有看头
Di Yi Cai Jing· 2025-08-15 10:57
Group 1: Company Announcements - KWH Holdings announced that its controlling shareholder is planning to transfer shares, which may lead to a change in control. The stock will be suspended from trading for up to 2 days starting August 18, 2025 [2] - New Natural Gas announced that its overseas subsidiary, Zhongneng Holdings, plans to conduct a rights issue based on a 1-for-2 ratio, raising approximately HKD 239 million for project expenses. This will involve a capital restructuring that does not affect shareholder equity [3] - Lianhong New Science plans to absorb its wholly-owned subsidiary, Lianhong Chemical, to enhance management efficiency and reduce costs. This merger will not impact the company's financial status [4] Group 2: Financial Performance - Shengyi Electronics reported a 91% increase in revenue to CNY 3.769 billion and a 452% increase in net profit to CNY 531 million for the first half of 2025, proposing a cash dividend of CNY 0.3 per 10 shares [7] - Landun Optoelectronics experienced a 27.26% decline in revenue to CNY 186 million and a net loss of CNY 35.071 million in the first half of 2025, proposing a cash dividend of CNY 0.05 per 10 shares [9] - Tianjin Pharmaceutical reported a 1.91% decrease in revenue to CNY 4.288 billion but a 16.97% increase in net profit to CNY 775 million, proposing a cash dividend of CNY 2.1 per 10 shares [10] - Electric Science Digital's revenue increased by 7.56% to CNY 4.855 billion, but net profit fell by 19.33% to CNY 108 million, proposing a cash dividend of CNY 0.6 per 10 shares [11] - Tibet Pharmaceutical's revenue grew by 2.23% to CNY 1.651 billion, but net profit decreased by 8.96% to CNY 567 million, proposing a cash dividend of CNY 8.81 per 10 shares [12] - Jinwei Co. reported a 19.62% increase in net profit to CNY 253 million, proposing a cash dividend of CNY 2 per 10 shares [13] - Puyang Co. saw a 48.26% decline in net profit to CNY 68.903 million despite a 3.57% increase in revenue to CNY 2.794 billion [14] - Tongguan Copper Foil turned a profit with a net income of CNY 34.954 million, up from a loss, on revenue of CNY 2.997 billion, a 44.80% increase [15] - Jizhong Energy reported a 27.87% decline in revenue to CNY 7.293 billion and a 65.24% drop in net profit to CNY 348 million [16] - Botong Co. achieved a 42.95% increase in net profit to CNY 13.333 million, with revenue of CNY 149 million, a 5.23% increase [17] - Jinwo Co. reported a 94% increase in net profit to CNY 25.469 million, with revenue of CNY 614 million, a 7.96% increase [18] - Stone Technology's revenue increased by 78.96% to CNY 7.903 billion, but net profit fell by 39.55% to CNY 678 million [19] - North Car Blue Valley reported a revenue increase of 154.38% to CNY 9.517 billion but a net loss of CNY 2.308 billion [20] Group 3: Shareholder Actions - Shuyatong announced that its major shareholder plans to reduce its stake by up to 2% within three months [21] - Western Gold announced that a shareholder plans to reduce its stake by up to 1% [22] - Kang Enbei announced a plan to reduce its stake by up to 1% [23] - Changchun Yidong announced that a major shareholder plans to reduce its stake by up to 2.97% [24] Group 4: Financing and Contracts - Anshuo Information plans to raise up to CNY 600 million through a private placement for various projects [24] - China National Materials International signed an EPC contract for a cement production line in Saudi Arabia worth USD 298 million [25] - Yinlong Co. signed a labor subcontracting contract worth CNY 108 million [25] - *ST Songfa signed two procurement framework contracts for ship steel plates worth approximately CNY 3.371 billion [25]
生益电子披露2025半年度分配预案:拟10派3元
(原标题:生益电子披露2025半年度分配预案:拟10派3元) 8月15日生益电子发布2025半年度分配预案,拟10派3元(含税),预计派现金额合计为2.47亿元。派现 额占净利润比例为46.57%,这是公司上市以来,累计第5次派现。 资金面上看,该股今日主力资金净流入8599.09万元,近5日主力资金净流入1.34亿元。 两融数据显示,该股最新融资余额为6.65亿元,近5日增加6302.61万元,增幅为10.46%。 按申万行业统计,生益电子所属的电子行业共有3家公司公布了2025半年度分配方案,派现金额最多的 是生益电子,派现金额为2.47亿元,其次是广钢气体、洁美科技,派现金额分别为4880.40万元、 4259.80万元。(数据宝) | 代码 | 简称 | 每10股送转 | | 每10股派现 | 派现金额(万 | 派现占净 利润比例 | 股息率 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | (股) | | (元) | 元) | (%) | (%) | | 688183 | 生益电 子 | | 0.00 | 3 | 24707.61 | ...
生益电子(688183) - 生益电子关于投资智能制造高多层算力电路板项目的公告
2025-08-15 09:00
生益电子股份有限公司 关于投资智能制造高多层算力电路板项目的公告 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法律责任。 重要内容提示: 证券代码:688183 证券简称:生益电子 公告编号:2025-050 项目名称:智能制造高多层算力电路板项目。 投资金额:总投资金额约 19 亿元人民币,其中包括吉安二期项目已投 入的厂房建设、设备等费用,本次新增投资约 17.5 亿元人民币。 相关风险提示: 1、本项目投资总额较高,且资金来源为公司自有或自筹资金,因此本 项目的资金保障可能会受到公司经营情况的影响。 2、本项目实施尚需政府立项核准及报备等审批工作,如因有关政策调 整、项目核准等实施条件因素发生变化,本项目的实施可能存在变更、延期、 中止或终止的风险。 3、由于市场本身具有不确定因素,PCB 中高端市场长期需求存在不确定 性,如果未来市场需求增长低于预期,或业务推广进度、产品价格波动等与 公司预期产生较大偏差,本项目的实施也可能存在变更、延期、中止或终止 的风险,同时也有可能存在本项目全部实施后达不到预期效益的风险。 敬请广大投资 ...
生益电子(688183) - 生益电子关于2025年度提质增效重回报专项行动方案的半年度评估报告
2025-08-15 09:00
报告期内,公司按照行动方案有力有序推进相关工作的开展,在市场、研发、 运营管理、公司治理等多方面持续发力,实施情况和实施效果主要如下: 一、聚焦印制线路板主业,深化市场布局,实现市场覆盖新突破 报告期内,公司着力于中高端印制电路板的研发、生产与销售业务,通过持续 提升技术水平和扩大产能,使产品质量和技术能力不断满足下游客户电子产品的需 求与变化。公司围绕战略方向,抓住行业结构性增长机遇,以"实现市场覆盖新突 破"为目标,在服务器领域深化与战略客户的合作,进一步提升市场份额;在交换机 领域稳步拓展,与行业头部企业建立合作并取得初步成效,多个项目已获得客户认 可并逐步进入批量阶段;车载业务方面,持续深化与国内外厂商的合作开发,智能 驾驶及智能座舱等重点产品订单按计划稳步推进;同时公司布局低空经济领域,通 过持续的技术研发与客户协同,多个合作研发项目已进入验证阶段,为未来规模化 生产和业务增长培育新动能。报告期内,公司实现营业收入 37.69 亿元,同比增长 91%;实现归属于上市公司股东的扣除非经常性损益的净利润 5.31 亿元,同比增长 452%。 生益电子股份有限公司 关于 2025 年度提质增效重回报专项行 ...
生益电子(688183) - 生益电子2025年半年度募集资金存放与实际使用情况的专项报告
2025-08-15 09:00
证券代码:688183 证券简称:生益电子 公告编号:2025-049 生益电子股份有限公司 2025年半年度募集资金存放与实际使用情况的专项报告 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、准确性和完整性依法承担法律责任。 一、募集资金基本情况 二、募集资金管理情况 经中国证券监督管理委员会《关于同意生益电子股份有限公司首次公开发行 股票注册的批复》(证监许可〔2021〕7 号)同意,公司首次公开发行人民币普 通股股票 16,636.40 万股,每股发行价格为人民币 12.42 元,募集资金总额为人 民币 206,624.0880 万元,发行费用总额 9,130.1959 万元(不含税),扣除发行 费用后实际募集资金净额为人民币 197,493.8921 万元。该募集资金已经华兴会 计师事务所(特殊普通合伙)审验,并于 2021 年 2 月 19 日出具了《验资报告》 (华兴验字【2021】21000250047 号)。 公司对募集资金进行专户管理,并与开户银行、保荐机构签署了《募集资金 专户存储三方监管协议》。 截至 2025 年 6 月 30 日 ...
生益电子(688183) - 生益电子关于召开2025年第一次临时股东大会的通知
2025-08-15 09:00
本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 证券代码:688183 证券简称:生益电子 公告编号:2025-051 生益电子股份有限公司 关于召开2025年第一次临时股东大会的通知 2025年第一次临时股东大会 (二) 股东大会召集人:董事会 (三) 投票方式:本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 (四) 现场会议召开的日期、时间和地点 召开日期时间:2025 年 9 月 2 日 14 点 00 分 重要内容提示: 一、 召开会议的基本情况 (一) 股东大会类型和届次 召开地点:广东省东莞市东城区同沙科技工业园同振路 33 号生益电子股份 有限公司研发中心会议室 (五) 网络投票的系统、起止日期和投票时间。 网络投票系统:上海证券交易所股东大会网络投票系统 网络投票起止时间:自2025 年 9 月 2 日 至2025 年 9 月 2 日 股东大会召开日期:2025年9月2日 本次股东大会采用的网络投票系统:上海证券交易所股东大会网络投票 系统 采用上海证券交易所网络投票系统,通过交易系统投票平台 ...