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超声电子拟10亿扩充高端产能 获专利授权653项技术国内领先
Chang Jiang Shang Bao· 2025-12-23 23:50
Core Viewpoint - The company, Ultrasonic Electronics, is accelerating its expansion efforts by investing approximately 1.008 billion yuan in a high-performance HDI printed circuit board (PCB) production capacity upgrade project, aiming to enhance its competitiveness in the AI-driven mobile terminal and automotive electronics markets [2][3][4]. Group 1: Expansion Plans - The project will involve upgrading existing facilities and purchasing advanced production and testing equipment, with an expected annual production capacity increase of 240,000 square meters of high-performance HDI PCBs [3]. - The project is expected to reach 50% of its designed capacity by December 2026, and 100% by June 2027, with monthly production targets of 10,000 square meters and 20,000 square meters, respectively [3]. Group 2: Financial Performance - For the first three quarters of 2025, the company reported revenues of 4.674 billion yuan and a net profit attributable to shareholders of 178 million yuan, reflecting year-on-year growth of 10.91% and 20.93%, respectively [2][7]. - The company anticipates that the new project will generate an additional annual revenue of 808 million yuan and a profit of 112 million yuan once fully operational [4]. Group 3: Research and Development - Ultrasonic Electronics has consistently invested over 200 million yuan in R&D annually for five consecutive years, totaling 1.325 billion yuan over the past five years [6][7]. - As of mid-2025, the company has been granted 653 patents, including 185 invention patents, and has been recognized as a national-level innovative enterprise [6][7]. Group 4: Industry Context - The PCB industry in China is projected to maintain a 52.7% share of the global market by 2029, indicating significant growth potential for domestic manufacturers [4]. - The company's product lines are well-positioned to benefit from the increasing demand driven by AI technology across various sectors, particularly in smart terminals and automotive electronics [5].
超声电子加码高性能HDI印制板项目,总投资超10亿元
Ju Chao Zi Xun· 2025-12-23 09:38
Core Viewpoint - The company has approved an investment project for upgrading and expanding high-performance HDI printed circuit board production, aiming to enhance production capacity and market competitiveness [2][3] Group 1: Project Details - The total investment for the project is estimated at 100,755 million yuan (excluding tax) [2] - The project will optimize existing factory space and purchase advanced production and testing equipment, increasing annual production capacity by 240,000 square meters of high-performance HDI printed circuit boards [2] - Funding will be sourced from a bank loan of 72,000 million yuan and the remainder from the company's own funds [2] - The project is scheduled to take 1.5 years, starting from 2026, with a target of reaching 50% of design capacity by December 2026 and 100% by June 2027 [2] Group 2: Economic Impact - Upon reaching full production capacity in the third year, the project is expected to generate additional annual sales revenue of 80,778 million yuan and an additional profit of 11,226 million yuan [2] - The static investment payback period after tax is projected to be 7.29 years, including the construction period [2] Group 3: Strategic Importance - The investment is aimed at seizing opportunities in industries driven by artificial intelligence, such as new-generation mobile terminals, automotive electronics, and high-end consumer electronics [3] - The project will strengthen the company's collaboration with strategic customers and enhance the technical level and competitiveness of high-end HDI products [3] - It will improve the company's responsiveness to market demands and adaptability, positioning it more favorably in international competition [3]
广东汕头超声电子股份有限公司 第十届董事会第十五次会议决议公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-12-23 06:48
Core Viewpoint - Guangdong Shantou Ultrasonic Electronics Co., Ltd. has approved two significant investment proposals during its 15th meeting of the 10th Board of Directors, focusing on expanding high-performance HDI printed circuit board production and utilizing idle funds for entrusted wealth management [1][5][15]. Group 1: Investment in High-Performance HDI PCB - The company plans to invest in the expansion and upgrade of high-performance HDI printed circuit boards to enhance production capacity and technology, aiming to meet strategic customer demands and strengthen market competitiveness [15][17]. - The total investment for the HDI PCB project is estimated at 100,755 million yuan (excluding tax), with a projected annual production capacity increase of 240,000 square meters [17][21]. - Funding for the project will come from a bank loan of 72,000 million yuan and the remainder from the company's own funds [18]. Group 2: Entrusted Wealth Management - The company has approved the use of up to 80,000 million yuan of idle funds for entrusted wealth management, focusing on low-risk investments such as principal-protected structured deposits [5][6]. - The entrusted wealth management activities will be valid for 12 months from the date of board approval, allowing for rolling investments within the approved limit [7][11]. - The objective of this investment is to improve fund utilization efficiency and increase cash asset returns while ensuring that daily operations and fund safety are not compromised [11].
12月23日重要公告一览
Xi Niu Cai Jing· 2025-12-23 02:40
Group 1 - Kangnibei Group plans to transfer up to 5,065,900 shares, representing no more than 2% of the total share capital, to its controlling shareholder, Zhejiang Pharmaceutical Group, through a block trade [1] - Guiguan Network elected Dai Qingsong as the chairman of the fifth board of directors, who will also act as the general manager [2] - Huayin Technology's shareholders plan to transfer a total of 10,725,600 shares, accounting for 3.93% of the total share capital [3] Group 2 - Wireless Media's subsidiary won a bid for an AI-enabled media platform project with a contract amount of 4.8895 million yuan [4] - Chaosheng Electronics plans to invest 1.008 billion yuan in a high-performance HDI circuit board expansion and upgrade project, aiming to increase production capacity by 240,000 square meters annually [5] - Yingfeng Co., Ltd. disclosed a plan to raise no more than 522 million yuan through a private placement for various projects [6] Group 3 - Yongtai Technology's executives plan to collectively increase their holdings by no less than 5 million yuan without a price range [7] - Guangdong Construction's subsidiary's wind power project has successfully connected its first unit to the grid, contributing to a total installed capacity of 5,094.52 MW [8] - *ST Jiaotou was selected as the first candidate for a sewage treatment plant project with an estimated contract value of 128 million yuan [9] Group 4 - Sanhua Intelligent Control expects a net profit of 3.874 billion to 4.649 billion yuan for 2025, representing a year-on-year increase of 25% to 50% [10] - Aolian Electronics is planning a change in control, leading to a temporary suspension of its stock [11] - ST Zhengtong will resume trading on December 24 after lifting risk warnings and changing its stock name [12] Group 5 - China Nonferrous Metal Industry's subsidiary acquired a 99.9004% stake in Raura Company for 106 million USD, which includes a zinc polymetallic mine in Peru [13] - Xusheng Group's actual controller will change to the Guangzhou Municipal Government, with stock resuming trading [14] - Hualian Holdings plans to acquire 100% of Argentum Lithium S.A. for approximately 1.75 billion USD [15] Group 6 - Yichang Technology is planning a change in control, leading to a temporary suspension of its stock [16] - Runyang Technology's controlling shareholder intends to transfer 5% of the company's shares at a price of 30.08 yuan per share [17] - Hongqi Chain's shareholder, Yonghui Supermarket, plans to reduce its holdings by up to 3% [18][19] Group 7 - Jiaojian Co., Ltd.'s actual controller is under criminal investigation, but the company's control has not changed [20][29] - Tianji Technology is facing a lawsuit for alleged collusion in bidding [21] - Yuehai Feed's controlling shareholder plans to reduce its holdings by up to 3% [22][23] Group 8 - Bojie Co., Ltd. plans to distribute a cash dividend of 0.94 yuan per 10 shares for the 2025 interim period [24] - Dongjiang Environmental plans to invest up to 12 million yuan in a capital increase for a technology company [25] - Taiankang's product received a drug registration certificate for a combination treatment for benign prostatic hyperplasia [26] Group 9 - Lingyun Optical plans to invest up to 5 million USD in a cornerstone investment for an IPO [27] - Canar Co., Ltd. intends to acquire 70% of Jiangxi Fenglin for 21 million yuan [28] - Enjie Co., Ltd.'s subsidiary received a government subsidy of 20 million yuan, accounting for 3.6% of the latest audited net profit [34] Group 10 - China Nuclear Construction plans to introduce investors for a total capital increase of 5 billion yuan, maintaining control over its subsidiaries [35] - Xinzhu Co., Ltd. signed a framework cooperation agreement for an integrated energy project in Tibet [36] - Beibo Co., Ltd. plans to establish a holding subsidiary focused on high-temperature industrial equipment [37] Group 11 - Emei Mountain A plans to establish a wholly-owned subsidiary for tea industry integration with an investment of 10 million yuan [38] - Tianpu Co., Ltd. confirmed the results of a tender offer, with a total of 201 shares accepted [39] - *ST Dongtong's stock will be delisted, entering a 15-day delisting period [40] Group 12 - Zhuoran Co., Ltd.'s subsidiary signed a significant order worth 4.033 billion yuan for a project, representing 142.09% of the company's expected revenue for 2024 [41]
喜娜AI速递:昨夜今晨财经热点要闻|2025年12月23日
Xin Lang Cai Jing· 2025-12-22 22:43
金融市场犹如变幻莫测的海洋,时刻涌动着投资与经济政策的波澜,深刻影响着全球经济的走向。在 此,喜娜AI为您呈上昨夜今晨的财经热点新闻,全方位覆盖股市动态、经济数据、企业财务状况以及 政策更新等关键领域,助您精准洞察金融世界的风云变幻,把握市场脉搏。 国际金银价格齐创历史新高,四大动因推动市场火热 12月22日,国际金银价格齐创历史新高,现货黄金报4412.62美元/盎司,日内涨1.33%,白银也创新 高,年内涨幅超139%。贵金属市场火热传导至A股和港股市场,相关企业个股纷纷跟涨。专家认为黄 金再创新高有四大动因:美元处于降息周期致贬值,推动黄金价格上升;美联储降息预期使黄金投资价 值凸显;黄金保值抗通胀功能在财政收支失衡背景下更受关注;国际局势紧张增加了黄金的对冲风险需 求。详情>> 港交所四新股首挂齐潜水,多行业企业上市遇冷 12月22日,印象大红袍、华芢生物 - B、明基医院、南华期货4只新股在港交所首日挂牌均逆市破发。华 芢生物是未盈利的生物制药公司,明基医院是华东地区大型民营营利性综合医院集团,印象大红袍主要 经营文旅服务,南华期货是A股主板上市的金融服务公司。各公司均有不同程度的股价下跌,投资者账 ...
超声电子计划超10亿元 扩建高性能HDI印制板项目
Zheng Quan Shi Bao· 2025-12-22 22:03
Core Viewpoint - The company plans to invest in a high-performance HDI printed circuit board expansion and upgrade project to enhance production capacity and technology level, aiming to meet strategic customer demands and strengthen market competitiveness [1][2] Group 1: Project Details - The total investment for the project is estimated at 1.01 billion yuan (excluding tax) [1] - The project will take 1.5 years starting from 2026, involving the optimization of existing facilities and the purchase of advanced production and testing equipment [1] - The project is expected to add an annual production capacity of 240,000 square meters of high-performance HDI printed circuit boards [1] Group 2: Financial Projections - The funding sources for the project include 720 million yuan from bank loans and the remainder from the company's own funds [1] - The project is expected to reach 50% of its designed capacity (10,000 square meters per month) by December 2026 and 100% (20,000 square meters per month) by June 2027 [1] - Once fully operational, the project is projected to generate an additional annual sales revenue of 808 million yuan and an additional profit of 112 million yuan, with a post-tax static investment payback period of 7.29 years [1] Group 3: Strategic Implications - The project will strengthen the company's collaboration with strategic customers and enhance its high-end HDI technology and product competitiveness [2] - The company aims to improve its responsiveness to market demands and strengthen its competitive advantage in international markets [2] Group 4: Market Context - The company is focusing on expanding its presence in high-performance HDI markets and exploring emerging consumer electronics sectors such as AI smartphones, smart wearables, health monitoring, smart home devices, and robotics [2] - The company reported a revenue of 4.674 billion yuan for the first three quarters of 2025, a year-on-year increase of 10.91%, with a net profit of 178 million yuan, up 20.93% [2]
超声电子计划超10亿元扩建高性能HDI印制板项目
Zheng Quan Shi Bao· 2025-12-22 17:54
Group 1 - The company plans to invest 1.01 billion yuan in a high-performance HDI printed circuit board expansion and upgrade project to enhance production capacity and technology level to meet strategic customer demands and strengthen market competitiveness [2] - The project will involve optimizing existing facilities and purchasing advanced production and testing equipment, aiming to add an annual production capacity of 240,000 square meters of high-performance HDI printed circuit boards [2] - Funding for the project will come from a bank loan of 720 million yuan and the remainder from the company's own funds, with expected production capacity reaching 50% by December 2026 and 100% by June 2027 [2] Group 2 - The project is expected to generate an additional annual sales revenue of 808 million yuan and a profit of 112 million yuan once fully operational, with a payback period of 7.29 years [2] - The company aims to strengthen its collaboration with strategic customers and enhance its competitive edge in high-end HDI technology and products, improving responsiveness to market demands [3] - The company reported a revenue of 4.674 billion yuan for the first three quarters of 2025, a year-on-year increase of 10.91%, with a net profit of 178 million yuan, up 20.93% [3]
超声电子(000823.SZ):目前公司没有供货给军工企业
Ge Long Hui· 2025-12-22 15:37
格隆汇12月22日丨超声电子(000823.SZ)在投资者互动平台表示,2025年4月26日至2025年5月9日期间, 公司控股股东通过深交所交易系统以集中竞价的方式累计增持公司股份98.55万股,占公司总股本的 0.18%。除此以外,截至目前,公司控股股东没有新的增持股份计划。另外,目前公司没有供货给军工 企业。 ...
算力产业链,多只大牛股有新动向!
Bei Jing Ri Bao Ke Hu Duan· 2025-12-22 13:41
Group 1: Company Announcements - Yongding Co., Ltd. announced that its subsidiary, Dingxin Optoelectronics, plans to raise capital by introducing external investors, including Wuxi Jicui and Suzhou Longju [1][2] - Lingyi Technology intends to acquire a 35% stake in Limin Da for 875 million yuan to enhance its AI hardware server business and gain control over the company [3] - Nanya New Materials plans to raise up to 900 million yuan through a private placement to fund the development of high-performance copper-clad laminates for AI computing [4][5] - ChaoSheng Electronics announced a 1.008 billion yuan investment in expanding its high-performance HDI printed circuit board production capacity [6] - Tongyu Communication's subsidiary, Zhonghong Tongyu, will introduce investors through capital increase to enhance its financial strength [7] Group 2: Market Performance - Stocks of Yongding, Lingyi Technology, Nanya New Materials, Tongyu Communication, Changfei Fiber, and ChaoSheng Electronics have seen significant price increases since April 9, with gains ranging from 65% to 328% [1] - Changfei Fiber issued a risk warning regarding its stock price volatility, noting a 20% increase in stock price over three consecutive trading days [8]
刚刚!多只大牛股,突发公告!
券商中国· 2025-12-22 13:25
Core Viewpoint - The article highlights recent strategic moves by several companies in the computing power industry, indicating a trend of investment and expansion to enhance their capabilities and market positions in AI-related technologies [1]. Group 1: Company Announcements - Yongding Co., Ltd. announced that its subsidiary, Dingxin Optoelectronics, plans to raise capital by introducing external investors, aiming to optimize its capital structure and enhance its financial strength [2]. - Leyi Intelligent Manufacturing intends to acquire a 35% stake in Limin Da for 875 million yuan to strengthen its AI hardware server business and gain control over the company [3][4]. - Nanya New Materials plans to raise up to 900 million yuan through a private placement to fund the development of high-performance copper-clad laminates for AI computing applications [6][7]. - ChaoSheng Electronics announced a project to invest 1.008 billion yuan in expanding its high-performance HDI printed circuit board production capacity, expected to generate significant revenue and profit [9]. - Tongyu Communication's subsidiary, Zhonghong Tongyu, is set to introduce investors through a capital increase to enhance its financial strength for satellite communication product development [10]. Group 2: Market Performance - Several leading stocks in the computing power industry, including Yongding Co., Leyi Intelligent Manufacturing, Nanya New Materials, Tongyu Communication, Changfei Fiber, and ChaoSheng Electronics, have seen significant price increases since April 9, with gains ranging from 65% to 328% [1].