格隆汇2月27日丨生益电子发布业绩快报，2025年实现营业总收入94.94亿元，同比增长102.57%；归属 于母公司所有者的净利润14.73亿元，同比增长343.76%；基本每股收益1.8元。 ...

公司坚持"市场引领，双轮驱动"的经营理念，聚焦高端领域市场拓展，加大研发投入，推进提产扩产进 程，同时强化质量管理，以质量筑牢根基，报告期内高附加值产品占比提升，使公司在中高端市场的竞 争优势得到进一步巩固，实现营业收入和利润较上年同期大幅增长。 格隆汇2月27日丨生益电子(688183.SH)公布2025年年度业绩快报，报告期内，公司实现营业收入94.94亿 元，与上年同期相比增长102.57%；实现归属于母公司所有者的净利润14.73亿元，同比增长343.76%。 ...

（文章来源：每日经济新闻） 每经AI快讯，2月27日，生益电子发布业绩快报，2025年实现营业总收入94.94亿元，同比增长 102.57%；归母净利润14.73亿元，同比增长343.76%；基本每股收益1.8元。 ...

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。 本公告所载2025年度主要财务数据为初步核算数据，未经会计师事务所审 计，具体数据以公司2025年年度的定期报告为准，提请投资者注意投资风险。 证券代码：688183 证券简称：生益电子 公告编号：2026-008 生益电子股份有限公司 2025 年度业绩快报公告 | 项目 | 本报告期 | 上年同期 | 增减变动幅度 | | --- | --- | --- | --- | | | | | （％） | | 营业总收入 | 949,376.38 | 468,663.08 | 102.57 | | 营业利润 | 165,731.11 | 35,096.00 | 372.22 | | 利润总额 | 165,801.22 | 35,087.73 | 372.53 | | 归属于母公司所有者的 | 147,314.89 | 33,197.32 | 343.76 | | 净利润 | | | | | 归属于母公司所有者的 | | | | | 扣除非经常性损益的净 | 146,754.14 ...

Summary of Key Points from Conference Call Industry Overview - The PCB (Printed Circuit Board) industry is experiencing a significant catalyst with the increase in LPU (Layered Printed Unit) board layers, which have doubled in number [1] - The industry is characterized by extreme capacity shortages and a stable market structure [2] Core Insights and Arguments - NVIDIA's statement highlights that each additional chip and interface increases latency, emphasizing the need for architectural advancements such as LPU, orthogonal backplane, and COWOP [1] - The logic behind these architectures is to minimize the transmission distance between chips, which complicates pin configurations and increases the complexity, layer count, and precision of PCB manufacturing [1] - The unit price for LPU boards with over 50 layers is estimated to be at least 40,000 to 50,000, while orthogonal backplanes with over 70 layers can reach 300,000 to 400,000 [1] - The value of PCBs in complete server cabinets has increased from 1.5% in the early days of 8-card servers to over 5%, with expectations to reach over 8% in the future [1] Important but Overlooked Content - The new logic indicates that substrate prices are expected to rise this year, becoming a significant bottleneck in chip production [2] - Companies such as Shenghong Technology, Huitian Technology, Pengding Holdings, Shunyi Technology, and Shunyi Electronics are recommended for investment due to their strong positions in the market [2] - Taiwan's Xinxing Electronics has been consistently reaching new highs, having made strategic bets on substrates, particularly in the HDI (High-Density Interconnect) and high-layer board sectors, which have allowed Shenghong to stand out [2]

Group 1 - The core viewpoint of the article highlights that the Sci-Tech Innovation Board (科创50) has experienced a growth of 1.07% within a 30-day period [1] - Among the constituent stocks, Cambricon Technologies (寒武纪) saw a significant increase of 7.66% [1] - Other notable performers include Tuojing Technology (拓荆科技) with a rise of 4.88%, Shengyi Electronics (生益电子) increasing by 3.73%, and Haiguang Information (海光信息) up by 3.66% [1]

Group 1 - The core point of the news is that Shengyi Electronics experienced a stock price increase of 5.04%, reaching 92.76 CNY per share, with a trading volume of 1.599 billion CNY and a turnover rate of 2.15%, resulting in a total market capitalization of 77.16 billion CNY [1] - Shengyi Electronics, established on August 2, 1985, is located in Dongguan City, Guangdong Province, and specializes in the research, production, and sales of various printed circuit boards (PCBs) [1] - The company's main business revenue composition is 96.35% from printed circuit boards and 3.65% from other supplementary sources [1] Group 2 - Among the top ten circulating shareholders of Shengyi Electronics, a fund under AVIC Fund ranks as a new entrant, holding 6.6095 million shares, which accounts for 0.79% of the circulating shares, with an estimated floating profit of approximately 29.41 million CNY [2] - The AVIC Opportunity Leading Mixed Fund A (018956) was established on August 10, 2023, with a latest scale of 2.475 billion CNY, and has achieved a year-to-date return of 3.99%, ranking 5343 out of 8887 in its category [2] - Over the past year, the fund has generated a return of 171.86%, ranking 3 out of 8134 in its category, and since its inception, it has achieved a return of 275.19% [2] Group 3 - The fund manager of AVIC Opportunity Leading Mixed Fund A is Han Hao, who has a cumulative tenure of 8 years and 77 days, managing a total fund asset size of 16.403 billion CNY [3] - During Han Hao's tenure, the best fund return achieved was 265.47%, while the worst return was -12.9% [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688183 证券简称：生益电子 公告编号：2026-007 生益电子股份有限公司董事会 2026年2月13日 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。 生益电子股份有限公司（以下简称"公司"）于2026年2月11日收到上海证券交易所出具的《关于受理生 益电子股份有限公司科创板上市公司发行证券申请的通知》（上证科审（再融资）[2026]20号）。上海 证券交易所依据相关规定对公司报送的科创板上市公司发行证券的募集说明书及相关申请文件进行了核 对，认为该项申请文件齐备，符合法定形式，决定予以受理并依法进行审核。 公司本次向特定对象发行A股股票事项尚需通过上海证券交易所审核，并获得中国证券监督管理委员会 （以下简称"中国证监会"）作出予以注册的决定后方可实施。上述事项最终能否通过上海证券交易所审 核，并获得中国证监会予以注册的决定及其时间尚存在不确定性。公司将根据该事项的进展情况及时履 行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 生益电子股份有限公 ...

证券日报网讯2月12日，生益电子在互动平台回答投资者提问时表示，二级市场股价受多种市场因素影 响。公司按照相关规定和公司股份回购方案有序推进股份回购事项，在回购期限内根据市场情况择机做 出回购决策并予以实施。公司始终将维护投资者权益放在重要位置，努力通过良好的业绩表现、规范的 公司治理积极回报投资者，切实履行上市公司责任和义务，回报投资者信任。未来，公司将继续聚焦主 业，致力于经营效率和经营效果的提升，以提升公司长期投资价值。 ...

获得上海证券交易所受理的公告 证券代码：688183 证券简称：生益电子 公告编号：2026-007 生益电子股份有限公司 关于 2025 年度向特定对象发行 A 股股票申请 生益电子股份有限公司董事会 2026 年 2 月 13 日 1 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。 生益电子股份有限公司（以下简称"公司"）于 2026 年 2 月 11 日收到上海 证券交易所出具的《关于受理生益电子股份有限公司科创板上市公司发行证券申 请的通知》（上证科审（再融资）[2026]20 号）。上海证券交易所依据相关规定 对公司报送的科创板上市公司发行证券的募集说明书及相关申请文件进行了核 对，认为该项申请文件齐备，符合法定形式，决定予以受理并依法进行审核。 公司本次向特定对象发行 A 股股票事项尚需通过上海证券交易所审核，并获 得中国证券监督管理委员会（以下简称"中国证监会"）作出予以注册的决定后 方可实施。上述事项最终能否通过上海证券交易所审核，并获得中国证监会予以 注册的决定及其时间尚存在不确定性。公司将根据该事项的进 ...