证券日报网讯 深南电A（000037）9月10日在互动平台回答投资者提问时表示，公司中山南朗独立储能 电站一期工程100MW/200MWh已于2025年6月正式投入商业运营，公司将以一期项目投产为起点，进一 步深化与各方伙伴的战略合作，继续推进二三期项目开发，持续深化拓展综合能源产业布局。相关进展 若达到信息披露标准，公司将严格按照法律法规要求及时履行披露义务。 ...

证券日报网讯深南电A（000037）9月10日在互动平台回答投资者提问时表示，截至目前，公司无应披 露而未披露的相关事项。 ...

证券日报网讯深南电A（000037）9月10日在互动平台回答投资者提问时表示，公司将持续密切关注市 场动态以及监管部门对于B股的相关政策导向，并积极学习借鉴资本市场的成功实践案例。后续如有相 关计划，公司将按照相关规定及时履行信息披露义务。 ...

每经AI快讯，有投资者在投资者互动平台提问：公司南朗独立储能电站（一期）项目已投产，请问二 期、三期储能项目预计什么时候开工建设，资金来源是什么，是否跟一期储能项目一样通过退役火电厂 以实物资产方式出资建设？ 深南电A（000037.SZ）9月10日在投资者互动平台表示，关于您提出的问题，现回复如下：公司中山南 朗独立储能电站一期工程100MW/200MWh已于2025年6月正式投入商业运营，公司将以一期项目投产为 起点，进一步深化与各方伙伴的战略合作，继续推进二三期项目开发，持续深化拓展综合能源产业布 局。相关进展若达到信息披露标准，公司将严格按照法律法规要求及时履行披露义务。 （文章来源：每日经济新闻） ...

截至发稿，陈衍鹏累计任职时间5年64天，现任基金资产总规模30.78亿元，任职期间最佳基金回报 75.92%， 任职期间最差基金回报11.01%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，诺安基金旗下1只基金重仓深南电路。诺安和鑫混合（002560）二季度持有股数65万股，占 基金净值比例为2.31%，位居第九大重仓股。根据测算，今日浮盈赚取约573.95万元。 诺安和鑫混合（002560）成立日期2016年4月28日，最新规模30.28亿。今年以来收益27.22%，同类排名 2518/8177；近一年收益82%，同类排名675/7982；成立以来收益98.74%。 诺安和鑫混合（002560）基金经理为陈衍鹏。 9月10日，深南电路涨5.08%，截至发稿，报182.78元/股，成交7.50亿元，换手率0.63%，总市值1218.67 亿元。 资料显示，深南电路股份有限公司位于广东省深圳市龙岗区坪地街道盐龙大道1639号，成立日期1984年 7月3日，上 ...

Core Viewpoint - The company, Shenzhen South Circuit Technology Co., Ltd. (深南电路), reported strong performance in its PCB and packaging substrate businesses due to increased demand from computing power upgrades and the automotive electronics market [1] Group 1: Business Performance - The overall capacity utilization rate of the PCB business remained relatively high in the first half of the year [1] - The packaging substrate business saw a significant month-on-month increase in capacity utilization due to a recovery in the storage market [1] - The company's comprehensive capacity utilization is still at a relatively high level [1] Group 2: Project Developments - The first phase of the Guangzhou packaging substrate project is set to connect in the fourth quarter of 2023, with continuous improvements in product line capabilities [1] - The company is steadily ramping up production capacity and has secured bulk orders for BT and some FC-BGA products, although it is still in the capacity ramp-up phase [1] - The losses at Guangzhou Guangxin are expected to narrow on a quarter-on-quarter basis by the first half of 2025 [1] Group 3: Investment and Production - The total investment in the Thailand factory amounts to 1.274 billion RMB (approximately 127.4 million USD), and it has commenced trial production [1]

Core Viewpoint - The company, ShenNan Circuit (002916.SZ), reported strong performance in the first half of the year, driven by demand in the computing power upgrade and automotive electronics market, leading to high capacity utilization in its PCB business [1] Group 1: Business Performance - The overall capacity utilization rate of the PCB business remains relatively high due to increased demand [1] - The packaging substrate business has seen a significant increase in capacity utilization month-on-month due to the recovery in storage market demand [1] - The company's comprehensive capacity utilization is still at a relatively high level [1] Group 2: Project Developments - The first phase of the Guangzhou packaging substrate project is set to connect in the fourth quarter of 2023, with continuous improvement in product line capabilities [1] - The company is steadily ramping up production capacity and has secured bulk orders for BT and some FC-BGA products, although it is still in the capacity ramp-up phase [1] - The focus remains on capacity building and market development, with a reduction in losses for Guangzhou Guangxin expected in the first half of 2025 [1] Group 3: Investment and Production - The total investment in the Thailand factory amounts to 1.274 billion RMB (approximately 127.4 million USD), and it has commenced trial production [1]

Core Viewpoint - The stock of Shenzhen Sannuo Circuit Co., Ltd. has experienced fluctuations, with a year-to-date increase of 91.26% and a recent decline of 2.12% on September 4, 2023, indicating volatility in the market [1]. Financial Performance - For the first half of 2025, Shenzhen Sannuo Circuit reported a revenue of 10.453 billion yuan, representing a year-on-year growth of 25.63%, and a net profit attributable to shareholders of 1.360 billion yuan, up 37.75% year-on-year [2]. - Cumulatively, the company has distributed 3.441 billion yuan in dividends since its A-share listing, with 1.744 billion yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 9.48% to 53,200, while the average number of circulating shares per person increased by 43.62% to 12,502 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited as the second-largest shareholder, increasing its holdings by 4.1809 million shares [3].

Group 1 - The core viewpoint of the news is that ShenNan Circuit experienced a significant stock price increase of 5.36%, reaching 189.54 CNY per share, with a trading volume of 1.055 billion CNY and a turnover rate of 0.86%, resulting in a total market capitalization of 126.374 billion CNY [1] - 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 [1] - The revenue composition of ShenNan Circuit includes printed circuit boards (60.01%), packaging substrates (16.64%), electronic assembly (14.14%), other supplementary products (5.80%), and other products (3.40%) [1] Group 2 - From the perspective of fund holdings, data shows that one fund under Bosera Fund has a significant position in ShenNan Circuit. The Bosera Strategic New Materials Theme Mixed A Fund (011340) held 37,600 shares in the second quarter, accounting for 2.74% of the fund's net value, making it the eighth largest holding [2] - The Bosera Strategic New Materials Theme Mixed A Fund (011340) was established on February 2, 2021, with a latest scale of 95.5929 million CNY. Year-to-date returns are 32.74%, ranking 1869 out of 8180 in its category; the one-year return is 43.13%, ranking 3192 out of 7967; and since inception, the return is 9.78% [2] - The fund manager of Bosera Strategic New Materials Theme Mixed A Fund is Wang Han, who has been in the position for 2 years and 216 days. The total asset scale of the fund is 839 million CNY, with the best fund return during his tenure being 23.5% and the worst being 14% [3]

Core Insights - The report from China Merchants Securities indicates that Shenzhen South Circuit's revenue growth accelerated in the second quarter, with improved profit margins, particularly in the core PCB business [1] - The second quarter revenue reached 5.7 billion RMB, marking a historical high, with year-on-year and quarter-on-quarter growth of 30% and 19% respectively, exceeding Bloomberg consensus estimates by 6% [1] - Net profit amounted to 869 million RMB, reflecting year-on-year and quarter-on-quarter increases of 43% and 77%, surpassing Bloomberg consensus estimates by 41% [1] Company Performance - The company's production capacity continues to expand due to the Thai production line, Nantong Phase IV project, and ongoing factory upgrades [1] - Research and development investment remains stable at 6%-7% of sales, which will help consolidate the company's competitive advantage and support long-term growth [1] Investment Outlook - The target price has been raised to 235 RMB [1] - Given the company's strategic positioning in high-growth areas such as AI servers, data centers, and automotive electronics, a "buy" rating is maintained [1]