Market Overview - The three major A-share indices collectively declined, with the Shanghai Composite Index down 0.79%, the Shenzhen Component Index down 1.21%, and the ChiNext Index down 1.36% [1] - The total market turnover reached 12,808 billion yuan, an increase of 591 billion yuan compared to the previous day [1] - Over 4,600 stocks in the market closed in the red [1] Sector Performance - Oil and gas, short drama games, solid-state batteries, and PCB concept sectors saw the largest gains [2] - Oil and gas stocks surged in the afternoon, with Shandong Molong (002490) and Zhun Oil (002207) achieving five consecutive trading limits, and Shihua Gas (300483) hitting the daily limit [2] - The short drama game sector led the gains, with stocks like Baina Qiancheng (300291) and Ciweng Media (002343) also hitting the daily limit [2] - Solid-state battery stocks were active, with Nord (600110), Xiangtan Electric (002125), and Fengyuan (002805) reaching the daily limit [2] - The AI hardware sector showed localized activity, with Zhongjing Electronics (002579) and Kaiwang Technology (301182) hitting the daily limit [2] - The nuclear fusion and weight loss drug sectors experienced significant declines, with Changshan Pharmaceutical (300255) hitting the daily limit and Hanyu Pharmaceutical (300199) dropping over 10% [2] Notable Stocks - Stocks with five consecutive trading limits include Zhun Oil and Shandong Molong [5] - Stocks with three consecutive trading limits include Nord [6] - Stocks with two consecutive trading limits include Zhongjing Electronics, Yihua New Materials (301176), and Beifang Changlong (301357) [7] Hot Sectors - The Huawei concept sector had eight stocks hitting the daily limit, with no consecutive limit stocks [8] - The BYD concept sector had seven stocks hitting the daily limit, with two consecutive limit stocks [9] - The new energy vehicle sector also had seven stocks hitting the daily limit, with three consecutive limit stocks [10] Emerging Trends - The ChatGPT concept is gaining attention, with related stocks including Zhangyue Technology and Huayu Software, following news of OpenAI's upcoming product releases [11] - The digital currency sector is seeing growth, with significant legislative developments in the U.S. aimed at promoting the industry, and JPMorgan's introduction of a stablecoin [12] - The autonomous driving sector is highlighted by the launch of a new model by Cainiao, priced at 21,800 yuan, with promotional discounts bringing it down to 16,800 yuan [14]

Group 1: Solid-State Battery Sector - Nord Shares experienced a 10.12% increase over three consecutive days, attributed to solid-state battery developments [3] - Xiangtan Electric Chemical saw a first board increase of 10.05%, also linked to solid-state battery advancements [3] - Fengyuan Shares had a first board rise of 10.03%, driven by solid-state battery news [3] - Haike New Source achieved a first board increase of 20.02%, related to solid-state battery technology [3] - Keheng Shares recorded an 11.68% rise, associated with solid-state battery innovations [3] Group 2: Robotics Sector - Kaiwang Technology had a first board increase of 20.01%, driven by robotics and connectivity [5] - Rongtai Shares saw a first board rise of 10.01%, linked to robotics [5] - Baoxin Technology experienced a first board increase of 10.00%, attributed to robotics developments [5] - Jiangsu Leili recorded an 11.98% rise, associated with robotics [5] - Shuanglin Shares had a 10.06% increase, also related to robotics [5] Group 3: AI and Chip Industry - Guojin Securities reported that Nvidia's GB200/300 is actively increasing orders, predicting explosive growth for ASICs in 2025 and 2026, with many AI-PCB companies experiencing strong orders [6] - Marvell revised its data center and AI ASIC target share, increasing the total addressable market (TAM) for data centers to $94 billion by 2028, up from $75 billion, and for AI custom chips (ASIC) to $54 billion, up from $43 billion [9] Group 4: Oil and Gas Services - Reports indicate that U.S. officials are preparing for potential strikes on Iran, which may impact the oil and gas sector [11] Group 5: Digital Currency - Circle, the first stock of stablecoins, surged over 33% in the overnight market, closing at $199.59, which is more than 540% above its issue price of $31 [13] Group 6: Market Focus Stocks - Dongxin Peace saw a 10.02% increase over nine days, with six consecutive boards [18] - Zhun Oil Shares recorded a 9.96% rise over five consecutive boards [12] - Shandong Molong experienced a 10.00% increase over five consecutive boards [12]

智通财经6月19日电，PCB概念近期反复活跃，逸豪新材、中京电子2连板，天山电子、科翔股份、则成 电子、骏亚科技等跟涨。消息面上，国金证券表示，英伟达GB200/300积极拉货，2025、2026年ASIC迎 来爆发式增长，目前多家AI- PCB公司订单强劲，满产满销，正在大力扩产，二、三季度业绩高增长有 望持续，看好核心受益公司。 PCB概念反复活跃 逸豪新材2连板 ...

PCB概念盘初活跃，中京电子（002579）2连板，逸豪新材（301176）涨超10%，诺德股份 （600110）、科翔股份（300903）、沪电股份（002463）、东山精密（002384）等跟涨。 这几只票暗盘资金正在偷偷流入，立即查看>> ...

Market Performance - As of June 18, the AI PC concept index rose by 2.17%, ranking fifth among concept sectors, with 33 stocks increasing in value [1] - Notable gainers included Zhongjing Electronics, which hit the daily limit, and other companies like Wanyuantong, Hongxin Electronics, and Shengli Precision, which rose by 6.59%, 6.47%, and 5.86% respectively [1] - The sector also saw some declines, with Haopeng Technology, Changying Precision, and Danghong Technology falling by 1.55%, 0.66%, and 0.45% respectively [1] Capital Flow - The AI PC sector experienced a net inflow of 689 million yuan from major funds, with 19 stocks receiving net inflows and 5 stocks exceeding 100 million yuan in net inflow [2] - Zhongjing Electronics led the net inflow with 166 million yuan, followed by Lingyi Zhi Zao, Yidao Information, and Shengli Precision with net inflows of 159 million yuan, 124 million yuan, and 120 million yuan respectively [2] Stock Performance Metrics - Zhongjing Electronics, Yidao Information, and Lingyi Zhi Zao had the highest net inflow ratios at 28.81%, 13.00%, and 11.40% respectively [3] - The top stocks in the AI PC concept based on daily performance included Zhongjing Electronics with a 10.01% increase and a turnover rate of 11.18% [3] - Other notable performers included Lingyi Zhi Zao with a 3.78% increase and a turnover rate of 2.40%, and Yidao Information with a 4.99% increase and a turnover rate of 35.85% [3]

Core Viewpoint - The MicroLED concept sector has shown a positive performance with a 2.24% increase, ranking fourth among concept sectors, indicating growing investor interest and potential opportunities in this area [1]. Market Performance - As of June 18, the MicroLED concept saw 43 stocks rise, with notable performers including Lianjian Optoelectronics and Zhongjing Electronics, both hitting the daily limit up of 20% and 10.01% respectively [1][2]. - The top gainers in the MicroLED sector included Nanjiguang, Huacan Optoelectronics, and Kaleid, with increases of 14.34%, 6.58%, and 5.13% respectively [1]. - Conversely, stocks such as Jinghe Integration, Guoxing Optoelectronics, and Zhaochi Co. experienced declines of 2.53%, 0.95%, and 0.70% respectively [1]. Capital Flow - The MicroLED sector attracted a net inflow of 368 million yuan from major funds, with 27 stocks receiving net inflows, and five stocks exceeding 30 million yuan in net inflow [1]. - Zhongjing Electronics led the net inflow with 166 million yuan, followed by Lianjian Optoelectronics, Dazhu Laser, and BOE A, which received net inflows of 90.98 million yuan, 44.93 million yuan, and 43.17 million yuan respectively [1]. - The top three stocks by net inflow ratio were Zhongjing Electronics at 28.81%, Tongxingda at 15.09%, and Zhuming Technology at 13.75% [2][3].

Group 1 - The MiniLED concept sector saw an increase of 2.14%, ranking 7th among concept sectors, with 72 stocks rising, including Yihau New Materials and Kexiang Co., which hit the 20% limit up [1] - Notable gainers in the MiniLED sector included Zhongjing Electronics with a 10.01% increase, and other significant increases were seen in Zhongfu Circuit, Weiergao, and Huacan Optoelectronics, which rose by 11.86%, 7.65%, and 6.58% respectively [2][3] - The sector experienced a net inflow of 1.017 billion yuan from main funds, with 53 stocks receiving net inflows, and 8 stocks seeing inflows exceeding 50 million yuan, led by Shengyi Technology with a net inflow of 211 million yuan [2][3] Group 2 - The top stocks by net inflow ratio included Zhongjing Electronics at 28.81%, Yihau New Materials at 19.36%, and Kexiang Co. at 15.32% [3] - The trading volume and turnover rates for leading stocks in the MiniLED sector were significant, with Zhongjing Electronics showing a turnover rate of 11.18% and Kexiang Co. at 31.73% [3][4] - The overall performance of the MiniLED sector reflects strong investor interest and capital inflow, indicating potential growth opportunities within this segment [2][3]

一、行情回顾 市场全天探底回升，三大指数小幅上涨。算力硬件股集体走强，PCB、CPO等方向领涨，逸豪新材、科翔股份、沪电股份等多股涨停。银行股震荡走强，农 业银行、浦发银行、成都银行等多股创历史新高。存储芯片板块午后拉升，大为股份涨停。军工股震荡走高，北方长龙20CM涨停。AI眼镜概念股持续活 跃，比依股份涨停。下跌方面，创新药概念走低，广生堂跌超10%；稀土永磁板块下挫，中科磁业跌超10%。个股跌多涨少，沪深京三市超3400股飘绿，今 日成交1.22万亿。 二、当日热点 1.PCB板 PCB板今日大涨，中京电子、逸豪新材、沪电股份等多股涨停。胜宏科技市值突破千亿。 据Prismark预测服务器PCB市场规模24-29年CAGR达11.6%至189亿美元，将成为PCB第一大应用领域。AI服务器的持续迭代升级对数据高速传输的性能要求 推动PCB朝着高阶HDI方向加速升级，而HDI阶数的提升将进一步加大行业对高阶产能的需求，据Prismark预计，AI/HPC服务器PCB市场规模23-28年CAGR 高达32.5%至32亿美元。在全球算力需求保持旺盛的背景下，技术进步加速，高端PCB产能的供给中长期将保持紧张态势 ...

PCB概念板块短线拉升，中京电子（002579）涨停，逸豪新材（301176）、科翔股份（300903）涨超 10%，本川智能（300964）、崇达技术（002815）、强达电路（301628）、鼎泰高科（301377）、华正 新材（603186）等跟涨。 ...

惠州中京电子科技股份有限公司（以下简称"公司"）于 2025 年 6 月 6 日召 开第六届董事会第六次会议，审议通过了《关于聘任宋晓刚先生为公司董事会秘 书兼副总经理的议案》。经公司董事长提名，董事会提名委员会资格审查，公司董 事会审核并同意聘任宋晓刚先生为公司董事会秘书兼副总经理，任期自董事会审 议通过之日起至公司第六届董事会任期届满之日止。宋晓刚先生简历详见附件。 宋晓刚先生已取得深圳证券交易所颁发的《董事会秘书资格证书》，具备任职 董事会秘书兼副总经理所需的专业能力、职业操守和工作经验。其任职资格符合 《公司法》《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管 指引第 1 号——主板上市公司规范运作》及《公司章程》等有关规定。 证券代码：002579 证券简称：中京电子 公告编号：2025－036 惠州中京电子科技股份有限公司 本公司及董事会全体成员保证本公告内容不存在虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性负个别及连带责任。 联系地址：广东省惠州市仲恺高新区陈江街道东升南路 6 号 特此公告。 惠州中京电子科技股份有限公司董事会 附件： 截至本公告日，宋晓 ...