智通财经APP讯，生益电子(688183.SH)披露2025年半年度报告，报告期公司实现营收37.69亿元，同比 增长91%;归属于上市公司股东的净利润5.31亿元，同比增长452.11%;扣非净利润5.28亿元，同比增长 483.25%;基本每股收益0.65元。公司拟每10股派发现金红利3.00元(含税)。 ...

格隆汇8月15日丨生益电子(688183.SH)公告称，2025年上半年实现营业收入37.69亿元，同比增长91%； 净利润5.31亿元，同比增长452%。公司拟每10股派发3元现金红利，合计拟派发现金红利2.47亿元。 ...

格隆汇8月15日丨生益电子(688183.SH)公布2025年半年度报告，报告期实现营业收入37.69亿元，同比增 长91.00%；归属于上市公司股东的净利润5.31亿元，同比增长452.11%；归属于上市公司股东的扣除非 经常性损益的净利润5.28亿元，同比增长483.25%；基本每股收益0.65元。拟向登记在册全体股东每10 股派发现金红利3.00元（含税）。 ...

生益电子同日披露半年报，上半年实现归母净利润5.31亿元，同比增长452.11%；公司拟每10股派发现 金红利3元(含税)。 人民财讯8月15日电，生益电子(688183)8月15日晚间公告，拟投资智能制造高多层算力电路板项目，该 项目为基于"吉安工厂(二期)多层印制电路板建设项目"所继续实施的投资。该项目计划投资总额约19亿 元，其中包括吉安二期项目相应楼层已投入的厂房建设、设备等费用。 ...

每经AI快讯，8月15日，生益电子公告，2025年上半年营业收入37.69亿元，同比增长91.00%。净利润 5.31亿元，同比增长452.11%。公司2025年半年度利润分配预案为：以实施权益分派股权登记日登记的 总股本扣除公司回购专用证券账户中的股份为基础，向登记在册全体股东每10股派发现金红利3元(含 税)。 （文章来源：每日经济新闻） ...

Core Viewpoint - The company plans to invest approximately 1.9 billion yuan in a smart manufacturing high-layer computing circuit board project, focusing on high-end market demands such as servers and AI computing [1] Investment Details - Total investment amount is about 1.9 billion yuan, which includes approximately 1.75 billion yuan in new investments [1] - The project will be implemented in two phases with a total construction period of 2.5 years [1] - Expected trial production starts in 2026 and 2027 [1] Project Focus - The project aims to meet the demand in high-end markets, specifically for servers, high-layer network communication, and AI computing [1] Funding Sources - The funding for the project will come from the company's own funds or self-raised capital [1] Potential Risks - The implementation of the project may face risks related to policy adjustments, project approvals, and uncertainties regarding market demand growth [1]

Group 1 - The demand for high-end PCB (Printed Circuit Board) products has been rapidly increasing, driven by AI server growth [1] - In the A-share market, 97 stocks are involved in the PCB industry chain, with many experiencing significant price increases [1] - Among the 32 PCB concept stocks that have reported their performance for the first half of the year, over 70% have shown positive results, with 16 stocks reporting year-on-year profit growth [1] Group 2 - Notable companies with significant profit growth include Shengyi Technology (生益科技) with a 50% increase, Guanghua Technology (光华科技) with a 375.05% increase, and Zhong Materials Technology (中材料技) with an 80.77% increase [2] - The total market capitalization of these companies varies, with Shengyi Technology at 100.11 billion and Guanghua Technology at 9.42 billion [2] - Other companies like Junya Technology (骏亚科技) and Zhongjing Electronics (中京电子) have turned losses into profits, indicating a positive trend in the industry [1]

科创板融资余额环比前一日增加1.92亿元，其中，84股融资余额环比增加超1000万元，融资净买入居前 的有金山办公、生益电子、澜起科技等股。 证券时报·数据宝统计显示，截至8月13日，科创板两融余额合计1851.43亿元，较上一交易日增加1.94亿 元，其中，融资余额合计1844.93亿元，较上一交易日增加1.92亿元。为连续23个交易日增加。 科创板股中，最新融资余额超亿元的有459只，其中，融资余额在10亿元以上的有20只，融资余额在 5000万元至1亿元的有95只，融资余额低于5000万元的有30只。 与前一交易日相比，科创板融资余额环比增加的共有304只，融资净买入超千万元的共有84只，融资净 买入在500万元至1000万元的有64只，融资净买入在100万元至500万元的有111只，融资净买入不足百万 元的有45只。融资余额环比减少的科创板股中，减少金额超千万元的有68只，减少金额居前的有寒武 纪、科思科技、中芯国际等，融资余额分别减少7.36亿元、9544.10万元、7470.18万元。 融资净买入金额最多的是金山办公，该股最新融资余额16.43亿元，环比上一日增加1.98亿元，该股当日 上涨0.0 ...

金融界消息 截至2025年8月13日收盘，生益电子（688183）报收于56.6元，上涨1.89%，换手率2.93%， 成交量24.40万手，成交金额13.64亿元。 资金流向方面，今日主力资金净流入1.65亿元，占比成交额12.12%。其中，超大单净流入1.10亿元、占 成交额8.03%，大单净流入5576.49万元、占成交额4.09%，中单净流出流出10392.46万元、占成交额 7.62%，小单净流出6135.55万元、占成交额4.5%。 天眼查商业履历信息显示，生益电子股份有限公司，成立于1985年，位于东莞市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本83182.1175万人民币，实缴资本62309.5241 万人民币。公司法定代表人为邓春华。 生益电子最新一期业绩显示，截至2025一季报，公司营业总收入15.79亿元、同比增长78.55%，归属净 利润2.00亿元，同比增长656.87%，扣非净利润1.98亿元，同比增长715.72%，流动比率1.198、速动比率 0.768、资产负债率45.00%。 来源：金融界 通过天眼查大数据分析，生益电子股份有限公司共对外投资了 ...

Core Viewpoint - The report from CICC indicates that the demand for overseas computing power is high, driving both the volume and price of PCBs to rise, with the market scale expected to reach $5.6 billion and $10 billion in the AI PCB market by 2025 and 2026 respectively [1][2] Group 1: Market Dynamics - The global demand for computing power is experiencing systematic expansion, with significant growth in GPU and ASIC volumes, alongside the application of advanced materials and designs, which is expected to enhance the value of single boards and drive the PCB industry's volume and price increase [1] - The PCB and CCL market continues to thrive due to strong demand from AI for computing infrastructure, with core suppliers accelerating capacity expansion, totaling approximately 32 billion yuan in investments for PCB capacity expansion among seven listed companies [2] Group 2: Capacity and Supply Chain - Despite the acceleration in PCB capacity expansion, the efficiency of capacity release is lagging behind the growth rate of AI demand, leading to a sustained supply-demand gap in the medium term [2] - The local supply chain in Southeast Asia is still maturing, which may further impact the efficiency of capacity release [2] Group 3: Technological Innovations - As AI computing hardware evolves towards high density and high bandwidth, reducing dielectric constant (dk) and dielectric loss (df) will be key to overcoming transmission bottlenecks, with potential future innovations in PCB technology including structural integration, functional upgrades, and material breakthroughs [3] Group 4: Related Companies - Companies to watch that are likely to benefit from the increased demand for PCBs and CCLs driven by AI include: Shengyi Technology (600183.SH), Shenzhen South Circuit (002916.SZ), Xingsen Technology (002436.SZ), Pengding Holdings (002938.SZ), Dongshan Precision (002384.SZ), Shenghong Technology (300476.SZ), Huitian Technology (002463.SZ), Shengyi Electronics (688183.SH), Jingwang Electronics (603228.SH), Founder Technology (600601.SH), and Guanghe Technology (001389.SZ) [4]