沃森生物：与玉溪国有资本运营公司签署战略合作框架协议 7月23日晚，沃森生物（300142）发布公告称，公司与玉溪国有资本运营有限公司签署了《战略合作框 架协议》。双方拟围绕疫苗及生物制品产业领域建立长期合作关系，通过共同设立股权投资基金、参与 产业链企业投资、战略入股等多种方式深化合作。此次合作旨在推动公司在创新疫苗及合成生物制造行 业的产业升级和业务扩张。 资料显示，沃森生物成立于2001年1月，主营业务是人用疫苗等生物技术药的研发、生产和销售。 所属行业：医药生物–生物制品–疫苗 苑东生物：初步确定询价转让价格为42.06元/股 7月23日晚，苑东生物（688513）发布公告称，公司股东询价转让初步定价为42.06元/股。本次询价转 让共吸引12家机构投资者参与，涵盖基金、保险、证券及私募基金等专业机构，合计有效认购股份数量 为540万股，有效认购倍数为1.60倍。拟受让方为10家机构投资者，拟受让股份总数为336.955万股。 资料显示，苑东生物成立于2009年6月，主营业务是化学原料药、高端化学药品及生物药品研发、生 产、销售。 所属行业：医药生物–化学制药–化学制剂 伟明环保：上半年完成发电量22 ...

广合科技：与专业投资机构共同投资设立基金 基金投资领域为人形机器人等领域的创业投资 智通财经7月22日电，广合科技(001389.SZ)公告称，公司近日与深圳市九派资本管理有限公司等共同签 署了《九派宏涛新兴产业创业投资基金(苏州)合伙企业(有限合伙)合伙协议》，公司作为有限合伙人以 自有资金认缴3,000万元参与设立九派宏涛基金，占合伙企业认缴出资总额的33.31%。九派宏涛新兴产 业创业投资基金(苏州)合伙企业(有限合伙)投资领域：AI智能工业设备、 AI基础软件、 AI应用、人形机 器人及上游零部件的创业投资。 ...

（一）交易基本情况 广州广合科技股份有限公司（以下简称"公司"）近日与深圳市九派资本管 理有限公司、上海苍广科技有限公司、黄福柱、余小荣、黄小琴、欧玉育、胡思 郑、黄言程、夏杨花共同签署了《九派宏涛新兴产业创业投资基金(苏州)合伙企 业(有限合伙)合伙协议》，公司作为有限合伙人以自有资金认缴人民币 3,000 万 元参与设立九派宏涛新兴产业创业投资基金(苏州)合伙企业(有限合伙)（暂定名， 实际以市场监督管理部门核定为准，以下简称"九派宏涛基金"），占合伙企业认 缴出资总额的 33.31%。 （二）审批程序 证券代码：001389 证券简称：广合科技 公告编号：2025-040 广州广合科技股份有限公司 关于与专业投资机构共同投资设立基金的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、对外投资概述 1、名称：深圳市九派资本管理有限公司 2、统一社会信用代码：91440300070372889T 3、法定代表人：黄焜 4、注册资本：2,400 万人民币 根据《深圳证券交易所股票上市规则》及《深圳证券交易所上市公司自律监 管指引第 7 号——交易与关联 ...

证券代码：001389 证券简称：广合科技 公告编号：2025-041 广州广合科技股份有限公司 关于独立董事取得独立董事培训证明的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 广州广合科技股份有限公司（以下简称"公司"）于 2025 年 5 月 16 日召开 2025 年第一次临时股东会，审议通过了《关于增选第二届董事会独立董事的议 案》，同意选举施凌先生为公司第二届董事会独立董事，任期自股东会审议通过 之日起至第二届董事会任期届满之日止。 截至公司 2025 年第一次临时股东会通知发出之日，施凌先生尚未取得独立 董事资格证书。根据深圳证券交易所的相关规定，施凌先生已书面承诺参加最近 一次独立董事培训并取得深圳证券交易所认可的独立董事资格证书。具体内容详 见公司 2025 年 4 月 30 日在巨潮资讯网（http://www.cninfo.com.cn）披露的相 关公告。 近日，公司收到施凌先生的通知，施凌先生已按照相关规定参加了深圳证券 交易所举办的上市公司独立董事任前培训（线上），并取得了由深圳证券交易所 创业企业培训中心颁发的《上市公司独立董 ...

Core Viewpoint - Guanghe Technology, a leading PCB manufacturer in the domestic computing power server sector, has successfully listed on the Shenzhen Stock Exchange and is now planning to list on the Hong Kong Stock Exchange, reflecting strong market performance and growth potential [2][8]. Group 1: Company Overview - Guanghe Technology specializes in PCB manufacturing, with products used in data centers, cloud computing, industrial internet, artificial intelligence, 5G communications, automotive electronics, security, and printing [3]. - The company's PCB products cover multiple segments, including computing power scenarios (servers and data center switches), industrial applications (industrial control and automotive electronics), and consumer electronics [3]. Group 2: Market Position and Performance - From 2022 to 2024, Guanghe Technology ranks first among domestic computing power server PCB manufacturers and third globally, holding a market share of 4.9% [5]. - In the CPU motherboard PCB sector, the company also ranks first domestically and third globally, with a market share of 12.4% [5]. - The computing power segment has become a significant revenue driver, projected to generate 2.706 billion RMB in 2024, accounting for over 72.5% of total revenue, reflecting a 65% increase from 2022 [5][6]. Group 3: Financial Performance - Guanghe Technology's revenue for 2024 is expected to reach 3.734 billion RMB, with a net profit of 676 million RMB, both showing substantial growth compared to 2022 [6][7]. - The company anticipates a year-on-year increase in net profit of 51.85% to 58.12% for the first half of 2025 [6]. Group 4: Revenue Sources - The majority of Guanghe Technology's revenue comes from overseas markets, with 77.1% of revenue in 2024 derived from international sales, including 46.5% from bonded zones [7]. - The company has limited exposure to U.S. markets, with only 0.1% of total revenue in 2024 coming from products sold to the U.S. [8]. Group 5: Future Outlook - The company is well-positioned to capitalize on the growing demand for high-performance electronic devices driven by AI, data centers, and IoT applications [5]. - Successful listing on the Hong Kong Stock Exchange could enhance financing channels and international influence, although the company must navigate industry competition and changing international trade environments [8].

Group 1 - PCB concept index rose by 3.07%, ranking 4th among concept sectors, with 124 stocks increasing, including ManKun Technology with a 20% limit up, and others like Guanghe Technology, Dongshan Precision, and Dongcai Technology also hitting the limit up [1][2] - Notable gainers in the PCB sector included Shenghong Technology, Shennan Circuit, and Guanghe Technology, with increases of 9.57%, 5.97%, and 10.00% respectively [3][4] - The PCB sector saw a net inflow of 3.332 billion yuan, with 91 stocks receiving net inflows, and 11 stocks exceeding 100 million yuan in net inflow, led by Dongshan Precision with 516 million yuan [2][3] Group 2 - The top three stocks by net inflow ratio were ManKun Technology, Guanghe Technology, and Dongcai Technology, with ratios of 22.74%, 19.08%, and 15.44% respectively [3][4] - The overall market performance showed a mixed trend, with the PCB sector being one of the few that experienced significant gains, contrasting with sectors like housing inspection and cement, which saw slight declines [2][3] - The data indicates a strong interest from institutional investors in the PCB sector, as evidenced by the substantial net inflows and the performance of key stocks [2][3]

Group 1: Stock Performance - Zhejiang Zhenyuan and Asia-Pacific Pharmaceutical both achieved a 2-day limit-up with increases of 10.01% and 9.98% respectively, driven by innovation in pharmaceuticals [2] - Chengdu XianDao saw a first board listing with a significant rise of 20.02%, attributed to innovative drug developments [2] - TaiJing Technology and YanHua Intelligent both recorded first board listings with increases of 9.97% and 9.94%, linked to Huawei's influence in robotics [5] Group 2: AI and Robotics - Nvidia's CEO suggested that Huawei's AI chips could potentially replace Nvidia's offerings, indicating a competitive shift in the AI chip market [4] - The domestic robotics industry is gaining traction with significant orders being awarded, highlighting its importance in national competition [7] Group 3: Market Trends - The light communication sector is expected to see sustained growth due to high demand in both domestic and international markets, with performance likely to continue improving [13] - The low-altitude economy is gaining attention, with a notable $1 billion procurement agreement signed for eVTOL aircraft, indicating growth potential in this sector [17] Group 4: Consumer and Retail - The Chinese government is implementing measures to boost consumer spending, which is expected to positively impact the retail sector [21] - Companies like Guoguang Chain and Hanshang Group have seen first board listings with increases of 9.98% and 9.97%, reflecting the positive sentiment in the retail market [23] Group 5: Solar and Food & Beverage - The price of polysilicon has increased by 12.4% week-on-week, indicating a rising trend in the solar industry [24] - The food and beverage sector is also benefiting from government initiatives aimed at enhancing consumer demand, with companies like Huangshi Group seeing a 10.10% increase [26]

Group 1: Market Performance - The PCB and copper-clad laminate sectors have shown strong performance, with companies like Guanghe Technology, Mankun Technology, and Dongshan Precision hitting their daily price limits [1] - Guanghe Technology's latest price is 66.35, reflecting a 10.00% increase, while Mankun Technology's price is 39.88, showing a 20.01% increase [2] Group 2: Industry Events - NVIDIA's CEO Jensen Huang announced at the Chain Expo that there are many orders for the H20 chip, with companies awaiting formal shipping notifications [3] - Huang mentioned that it will take time to enhance the supply chain capacity for the H20 chip, with efforts to accelerate this process in the coming months [3] Group 3: Company Performance - Shengyi Technology forecasted a net profit of 5.112 billion to 5.491 billion, representing a growth of 4.32 to 4.71 times, driven by increased sales and optimized product structure [4] Group 4: Institutional Insights - Demand for PCBs is rising due to capital expenditures from major cloud service providers, particularly driven by NVIDIA's AI server needs and ASIC demand [5] - The rapid rollout of NVIDIA's Blackwell and the strong development of ASICs are expected to sustain robust demand for AI-PCBs, with many companies experiencing full production and sales [5] - The potential market size for AI server CCL/PCB has been updated to $2.3 billion and $5.3 billion for 2025, and $8 billion and $17.4 billion for 2027, indicating a compound annual growth rate of 88% and 80% respectively [5] - Copper-clad laminates (CCL), as a core material for PCBs, are positioned as primary beneficiaries in the supply chain, with significant upgrades in dielectric performance and thermal stability [5]

印制电路板板块走高，本川智能（300964）、满坤科技（301132）涨超10%，广合科技（001389）、兴 森科技（002436）、华正新材（603186）、生益电子、金禄电子（301282）等跟涨。 暗盘资金正涌入这些股票，点击速看>>> ...

证券代码：001389 证券简称：广合科技 公告编号：2025-039 本次业绩预告未经会计师事务所预审计。 三、业绩变动原因说明 广州广合科技股份有限公司 2025年半年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1．业绩预告期间：2025 年 1 月 1 日-2025 年 6 月 30 日 |  同向下降 | | --- | | 同向上升 | | 扭亏为盈 | |  亏损  | | 2．预计的业绩： | | 项 目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 比上年同期增长：51.85% | | - 58.12% | 盈利：31,938.71 | 万元 | | | 盈利：48,500 | 万元–50,500 | 万元 | | | | 扣除非经常性损 益后的净利润 | 比上年同期增长：42.35% | | - 48.54% | 盈利：32,315.18 | 万元 | | | 盈利：46,000 | 万 ...