登录新浪财经APP 搜索【信披】查看更多考评等级 11月19日，深南电路股份有限公司（以下简称"深南电路"）以实地调研结合网络及电话会议形式，接待 了花旗环球金融亚洲有限公司、BlackRock、Julius Baer Bank等16家机构的特定对象调研。公司战略发 展部总监、证券事务代表谢丹参与接待，就2025年三季度经营业绩、业务拓展、产能规划等核心问题与 投资者展开交流。 在产能扩张方面，公司新建工厂包括南通四期及泰国工厂。目前泰国工厂已进入连线试生产阶段，南通 四期计划于今年四季度连线。据介绍，南通四期和泰国工厂将具备高多层、HDI等PCB工艺技术能力， 投产后将助力PCB业务产能进一步释放。此外，公司无锡新地块规划为PCB业务算力相关产品的储备用 地，预计分期投入，具体投资将根据业务发展和市场情况推进实施。 成本端：部分原材料价格环比上涨 公司持续优化应对 核心业绩：营收净利双增 净利润增速超九成 调研信息显示，深南电路2025年三季度业绩表现亮眼。期内公司实现营业收入63.01亿元，同比增长 33.25%；归母净利润9.66亿元，同比大幅增长92.87%；扣非归母净利润9.16亿元，同比增长94. ...

Core Viewpoint - ShenNan Circuit has shown significant stock performance with a year-to-date increase of 116.08%, despite a recent decline of 3.20% over the last five trading days [1] Financial Performance - For the period from January to September 2025, ShenNan Circuit achieved a revenue of 16.754 billion yuan, representing a year-on-year growth of 28.39% [2] - The net profit attributable to shareholders for the same period was 2.326 billion yuan, reflecting a year-on-year increase of 56.30% [2] Stock Market Activity - As of November 18, ShenNan Circuit's stock price was 205.28 yuan per share, with a market capitalization of 136.869 billion yuan [1] - The stock has been active on the trading board three times this year, with the latest occurrence on October 24, where it recorded a net purchase of 380 million yuan [1] Shareholder Information - As of September 30, 2025, the number of shareholders for ShenNan Circuit was 39,500, a decrease of 25.79% from the previous period [2] - The top circulating shareholder, Hong Kong Central Clearing Limited, increased its holdings to 21.7066 million shares, while several new institutional investors entered the top ten list [3] Dividend Distribution - Since its A-share listing, ShenNan Circuit has distributed a total of 3.441 billion yuan in dividends, with 1.744 billion yuan distributed over the last three years [3] Industry Context - ShenNan Circuit operates within the electronic components sector, specifically in printed circuit boards (PCB), and is associated with major concepts such as the Foxconn concept and the Apple supply chain [2]

格隆汇11月14日丨深南电路(002916.SZ)在互动平台表示，公司泰国工厂不涉及软板生产。 ...

Core Viewpoint - ShenNan Circuit experienced a stock price decline of 2.08% on November 11, with a trading price of 213.76 CNY per share and a market capitalization of 142.52 billion CNY [1] Company Overview - ShenNan Circuit Co., Ltd. is located in Longgang District, Shenzhen, Guangdong Province, and was established on July 3, 1984. The company was listed on December 13, 2017, and its main business involves the research, development, production, and sales of printed circuit boards (PCBs) [1] - The revenue composition of ShenNan Circuit includes: 60.01% from printed circuit boards, 16.64% from packaging substrates, 14.14% from electronic assembly, 5.80% from other supplementary products, and 3.40% from other products [1] Financial Performance - For the period from January to September 2025, ShenNan Circuit achieved operating revenue of 16.754 billion CNY, representing a year-on-year growth of 28.39%. The net profit attributable to the parent company was 2.326 billion CNY, reflecting a year-on-year increase of 56.30% [2] - Since its A-share listing, ShenNan Circuit has distributed a total of 3.441 billion CNY in dividends, with 1.744 billion CNY distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders of ShenNan Circuit was 39,500, a decrease of 25.79% from the previous period. The average number of circulating shares per person increased by 34.75% to 16,847 shares [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 21.7066 million shares, an increase of 7.4697 million shares from the previous period. New shareholders include several funds, while some previously listed funds have exited the top ten circulating shareholders [3]

Market Overview - The electricity sector increased by 0.27% compared to the previous trading day, with ShenNan Electric A leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] Top Gainers in the Electricity Sector - ShenNan Electric A (code: 000037) closed at 9.98, up 10.03% with a trading volume of 230,000 shares and a transaction value of 226 million [1] - ZhaoXin Co., Ltd. (code: 002256) also rose by 10.03% to close at 3.73, with a trading volume of 1.285 million shares and a transaction value of 466 million [1] - MinDong Electric Power (code: 000993) increased by 10.00% to close at 15.29, with a trading volume of 677,000 shares and a transaction value of 983 million [1] Top Losers in the Electricity Sector - JingNeng Heat (code: 002893) fell by 5.78% to close at 11.89, with a trading volume of 264,500 shares and a transaction value of 316 million [2] - ST Lingda (code: 300125) decreased by 3.36% to close at 10.36, with a trading volume of 70,000 shares and a transaction value of 7.35 million [2] - XinZhu Co., Ltd. (code: 002480) dropped by 3.03% to close at 7.05, with a trading volume of 500,700 shares and a transaction value of 361 million [2] Capital Flow in the Electricity Sector - The electricity sector saw a net inflow of 578 million from main funds, while retail funds experienced a net outflow of 109 million [2] - Main funds showed significant net inflows in MinDong Electric Power (2.06 million) and ZhaoXin Co., Ltd. (1.42 million) [3] - ShenNan Electric A had a net inflow of 97.44 million from main funds, but retail funds showed a net outflow of 44.94 million [3]

Group 1 - The A-share market saw a strong performance in the power sector, with several stocks hitting the daily limit up [1] - ShenNan Electric A, ZhaoXin Co., and MinDong Power all reached the daily limit up, indicating significant investor interest [1] - MeiYan JiXiang increased by over 6%, while NanWang Storage gained over 5%, and HuaYin Power rose over 4% [1] Group 2 - ZhongMin Energy and HuaDian Energy both experienced gains of over 3%, reflecting a positive trend in the industry [1]

深南电A直线涨停。 ...

Group 1 - Semiconductor Manufacturing International Corporation (SMIC) plans to acquire 47% equity in SMIC North, with due diligence and evaluation processes still ongoing [1][2] - Zhuhai Gree Supply Chain intends to convert a debt of 200 million yuan into equity to increase capital for Shenzhen Haoneng Technology, changing its status from a wholly-owned subsidiary to a controlling subsidiary [3] - China Huadian Corporation is set to invest 12.043 billion yuan in a combined heat and power generation project integrated with renewable energy in Heilongjiang [4] Group 2 - Yong'an Pharmaceutical announces that some directors and senior management plan to reduce their holdings by up to 0.0799% of the total shares [5] - Lihua Co. reports a 11.44% year-on-year increase in chicken sales revenue for October, totaling 1.461 billion yuan [6] - Degu Technology intends to terminate the acquisition of 100% equity in Haowei Technology due to difficulties in meeting the demands of all parties involved [7] Group 3 - Guocheng Mining plans to pay 3.168 billion yuan in cash to acquire 60% equity in Guocheng Industrial [8] - Yingtang Intelligent Control intends to acquire 100% equity in Guanglong Integration and 80% equity in Aojian Microelectronics, with stock resuming trading on November 10 [9] - Shanshan Holdings announces that its actual controller and major shareholder have divorced, resulting in a change in control [10] Group 4 - Nutaige plans to invest 100 million yuan to establish a wholly-owned subsidiary focused on robotics and related components [11] - Chengxing Co. reports that its Jiangyin factory is currently under temporary shutdown for rectification due to a raw material leak [12] - Xindong Holdings announces that its shareholder Hainan Zhuhua plans to reduce its stake by up to 3% [13] Group 5 - Yonghui Supermarket's vice president has completed a share reduction of 0.0012% [14] - Xi'an Tourism plans to issue A-shares to raise no more than 300 million yuan for working capital and bank loan repayment [15] - Xiaogoods City has successfully acquired land use rights for a commercial site in Yiwu for 3.223 billion yuan [16][17] Group 6 - Tongda Chuangzhi announces a cash dividend of 6 yuan per 10 shares for the 2025 interim period [18] - Shen Nan Electric A received a government subsidy of 8.0518 million yuan, accounting for 36.75% of its last fiscal year's net profit [19] - Founder Technology's subsidiary plans to invest 1.364 billion yuan in an AI expansion project in Chongqing [20] Group 7 - Hezhong China reports significant stock trading fluctuations, indicating a "hot potato" effect [21] - Hengrui Medicine's subsidiary has received approval for clinical trials of SHR-4610 injection for late-stage solid tumors [22] - Sihua Holdings announces the termination of a restructuring investment agreement and continues to seek potential investors [23] Group 8 - Yingwei Technology's subsidiary has won a 27.78% share of a project from China Mobile [24] - Dabeinong reports a 45.20% year-on-year increase in pig sales for October, totaling 5.79 billion yuan [25] - Meihua Biotech's major shareholder has been sentenced for market manipulation, but it does not affect the company's operations [26] Group 9 - Zhongyi Da plans to terminate the issuance of A-shares to specific investors [27] - Zhongji Oil and Gas has received a notice of investigation from the China Securities Regulatory Commission regarding trading violations [28] - China International Trade Corporation announces the resignation of its chairman due to work reasons [29] Group 10 - GAC Group reports a decline in October vehicle sales by 8.10% [30] - Dameng Data has invested 100 million yuan to establish an investment fund focused on the database industry [31] - Zhengbang Technology reports a 78.08% year-on-year increase in pig sales revenue for the first ten months [32] Group 11 - Shanghai Xiba has announced that its directors are under investigation for suspected short-term trading [33] - Changgao Electric New has won a bid for a project from the State Grid worth 246 million yuan [34] - Jianghuai Automobile reports a 5.49% increase in October sales [35] Group 12 - Xintian Green Energy reports a 20.97% year-on-year decrease in power generation for October [36] - Luokang Pharmaceutical's products have been selected in the national centralized procurement [37] - Zhongyuan Home intends to invest 16 million USD in a self-built production base in Vietnam [38] Group 13 - Changcheng Technology has terminated plans for a control change and will resume trading on November 10 [39] - Poly Development reports a significant decrease in signed sales area and amount for October [40] - Wanhua Chemical's MDI phase II facility will undergo maintenance starting November 15 [41]

Core Points - The company received a government subsidy of 8.0518 million yuan, which accounts for 36.75% of the audited net profit attributable to shareholders for the fiscal year 2024 [1] - The subsidy is related to the company's daily operational activities and is expected to impact the total profit for the current year by the same amount of 8.0518 million yuan [1]

Core Points - The company ShenNan Electric A (000037) announced on November 7 that it received a government subsidy of 8,051,800.00 yuan on November 6, 2025 [1] Summary by Category Company - ShenNan Electric A received a government subsidy amounting to 8,051,800.00 yuan [1]