【导读】医药股盘初拉升， PCB 概念股持续火热 中国基金报记者 晨曦 大家好！来一起关注最新的市场行情和资讯 ~ 7 月 8 日， A 股三大指数开盘涨跌不一，上证指数高开 0.04% ，深证成指、创业板指飘 绿。盘初市场拉升上行，截至发稿，三大指数集体飘红，创业板指涨超 1% 。 | 3480.61 | ﻳ | 10510.71 | [ | 2154.84 | | --- | --- | --- | --- | --- | | 上证指数 +0.22% | | 深证成指 +0.72% | | 创业板指 +1.16% | 盘面上，上午电子、建材、通信、计算机等板块涨幅居前，电路板、 CRO 、消费电子代工等 概念股走高；公用事业、银行等板块不振。 | Wind热门概念指数 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | CRO | 炒股软件 | 电路板 | 高速铜连接 | 4.06% | 3.26% | 3.01% | 3.01% | | 消费电子代工 | 英伟达产业链 | HBM | Al手机 | 2.11% | 2.6 ...

| 新股发行及今日交易提示 | 2025/7/7 | 星期一 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025/7/7 | 新股发行 | | | | | | | | | 证券代码 | 证券简称 | 发行价格 | | | | | | | | 730930 | 华电新能 | 3.18 | 2025/7/7 | 内地市场权益提示 | | | | | | 类别 | 证券代码 | 证券简称 | 权益日期 | 最新公告链接 | https://www.cninfo.com.cn/new/disclosure/detail?stockCode=600566&announcementId=122408 | 600566 | 济川药业 | 要约申报期：2025年6月18日至2025年7月17日 | | 3581&orgId=gssh0600566&announcementTime=2025 | -07-05 | 要约收购 | http://www.cninfo.com.cn/new/disclosure/detail?sto ...

Core Viewpoint - The A-share PCB concept continues to rise, with several companies showing significant stock performance, indicating a positive trend in the industry [1] Group 1: Company Performance - Jin'an Guoji has achieved a three-day consecutive increase in stock price [1] - Honghe Technology has seen its stock rise three times in five days [1] - Defu Technology and Tongguan Copper Foil have both increased by over 10% [1] - Pengding Holdings, Lianrui New Materials, Zhongying Technology, and International Composite Materials are among the top gainers in the market [1]

Core Viewpoint - The PCB sector continues to show strong momentum, with significant stock performance from companies like Jin'an Guoji, which has achieved three consecutive trading limits, indicating robust investor interest and market confidence in this segment [1] Group 1: Company Performance - Jin'an Guoji has recorded three consecutive trading limits, reflecting strong market performance and investor sentiment [1] - Honghe Technology has seen three trading limits in five days, indicating a positive trend in its stock performance [1] - Defu Technology and Tongguan Copper Foil have both increased by over 10%, showcasing strong growth in their stock prices [1] Group 2: Market Outlook - Tianfeng Securities' research report estimates that the market space for M8 PCB boards related to AI servers and switches will reach between 50 billion to 60 billion by 2026, highlighting significant growth potential in this market segment [1]

金安国纪(002636.SZ)公告称，公司股票于2025年7月3日、7月4日连续两个交易日收盘价格 涨幅偏离值 累计达到20%，属于股票交易异常波动情况。经核实，公司前期披露的信息不存在需要更正、补充之 处，近期公司经营情况及内外部经营环境未发生重大变化，公司、控股股东和实际控制人不存在关于公 司的应披露而未披露的重大事项。 ...

金安国纪集团股份有限公司 股票交易异常波动公告 证券代码：002636 证券简称：金安国纪 公告编号：2025-044 金安国纪集团股份有限公司 （三）近期公司经营情况及内外部经营环境未发生重大变化； （四）公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重 大事项，或处于筹划阶段的重大事项； （五）公司控股股东和实际控制人在股票交易异常波动期间未买卖公司股票。 三、公司不存在应披露而未披露信息的说明 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、股票交易异常波动的情况介绍 金安国纪集团股份有限公司（以下简称"公司"）股票（证券简称：金安国 纪，证券代码：002636）于 2025 年 7 月 3 日、7 月 4 日连续两个交易日收盘价 格涨幅偏离值累计达到 20%，根据深圳证券交易所的有关规定，属于股票交易异 常波动情况。 二、公司关注、核实情况 针对公司股票交易异常波动，公司对有关事项进行了核查，并询问了公司控 股股东及实际控制人，现就有关情况说明如下： （一）公司前期披露的信息不存在需要更正、补充之处； （二）公司未发现近期公共传媒报道了 ...

证券代码：002636 证券简称：金安国纪 公告编号：2025-044 金安国纪集团股份有限公司 股票交易异常波动公告 金安国纪集团股份有限公司 股票交易异常波动公告 （五）公司控股股东和实际控制人在股票交易异常波动期间未买卖公司股票。 三、公司不存在应披露而未披露信息的说明 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、股票交易异常波动的情况介绍 金安国纪集团股份有限公司（以下简称"公司"）股票（证券简称：金安国 纪，证券代码：002636）于 2025 年 7 月 3 日、7 月 4 日连续两个交易日收盘价 格涨幅偏离值累计达到 20%，根据深圳证券交易所的有关规定，属于股票交易异 常波动情况。 二、公司关注、核实情况 针对公司股票交易异常波动，公司对有关事项进行了核查，并询问了公司控 股股东及实际控制人，现就有关情况说明如下： （一）公司前期披露的信息不存在需要更正、补充之处； （二）公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生 较大影响的未公开重大信息； （三）近期公司经营情况及内外部经营环境未发生重大变化； （四）公司、控股股东 ...

Core Viewpoint - The A-share computing hardware sector is experiencing strong performance, driven by the rapid development of artificial intelligence technology and positive market expectations from overseas markets like Nvidia [1][2]. Group 1: Market Performance - The A-share computing hardware sector has shown robust performance, with companies like Huadian and Jingwang Electronics reaching historical highs [1]. - Yihua New Materials' stock surged over 10%, while Jin'an Guoji successfully hit the daily limit [1]. - Several other stocks, including Aoshikang and Dongcai Technology, also recorded gains exceeding 5% [1]. Group 2: Industry Drivers - The computing hardware industry is benefiting from the rapid growth of AI technology, with PCB playing a crucial role in AI servers and high-performance computing systems [1]. - The demand for high-end PCBs is surging, leading to increased demand for upstream high-end materials, creating a supply-demand imbalance [1]. Group 3: Supply Chain Dynamics - There is a growing scarcity of high-layer and high-density interconnect (HDI) capacity, as well as a shortage of high-end material supply in the industry chain [1]. - This supply-demand imbalance presents opportunities for related companies to achieve explosive growth in performance [1]. Group 4: Infrastructure Demand - The demand for computing infrastructure is continuously increasing, with leading domestic and international manufacturers ramping up efforts to meet the surging demand for computing power [2]. - The ASIC market's growth expectations are being continuously revised upward, supporting the high prosperity of the PCB industry chain [2].

Core Viewpoint - The PCB concept stocks are experiencing significant activity, with companies like Yihau New Materials, Huadian Co., and Jingwang Electronics reaching new highs, indicating a bullish trend in the market [1] Group 1: Market Dynamics - The M8 PCB market space for AI servers and switches is projected to be between 50-60 billion by 2026, according to Tianfeng Securities [1] - Major global manufacturers are intensifying their infrastructure development to meet the surging demand for inference computing power, which is driving the growth of the PCB industry [1] Group 2: Company Performance - Yihau New Materials (301176), Huadian Co. (002463), and Jingwang Electronics (603228) have all achieved new record highs in stock performance [1] - Jin'an Guoji (002636) has seen a consecutive two-day stock increase, while Aoshikang (002913) and Zhongyi Technology (301150) are also experiencing upward trends [1] Group 3: Investment Trends - There is a notable influx of dark pool funds into these stocks, suggesting increased investor interest and confidence in the PCB sector [1]

Market Overview - A-shares experienced a rebound on July 3, with the Shanghai Composite Index rising by 0.18%, the Shenzhen Component Index increasing by 1.17%, and the ChiNext Index gaining 1.9% [2] - A total of 3,271 stocks rose, with 66 hitting the daily limit up, while 1,866 stocks declined [3][4] - The total trading volume reached 13,335.06 billion, with a total of 108,789.9 million shares traded [4] Sector Performance - Computing hardware stocks surged again, with PCB and related sectors leading the gains. Notable stocks included Zhongjing Electronics, Bomin Electronics, and Jin'an Guoji, all hitting the daily limit up [5] - Innovative drug concept stocks continued their strong performance, with companies like Weiming Pharmaceutical and Shenzhou Cell also reaching the daily limit up [7] - The solid-state battery sector saw a midday rally, with stocks such as Dadongnan, Hongtian Co., and Zhongyi Technology hitting the daily limit up [9] Notable Stock Movements - Key stocks in the computing hardware sector included: - Yihua New Materials: +20.00% at 32.64 - Zhongyi Technology: +19.99% at 23.89 - Bomin Electronics: +10.04% at 10.41 [6] - In the innovative drug sector, significant gainers included: - Guangshengtang: +20.00% at 42.78 - Shenzhou Cell: +19.99% at 73.34 - Weiming Pharmaceutical: +10.03% at 10.86 [8] - Solid-state battery stocks also saw notable increases, with Zhongyi Technology at +19.99% and Hongtian Co. at +10.02% [10] Downward Trends - The marine economy sector faced adjustments, with Kelaite dropping over 10% [11] U.S.-China Trade Developments - The Trump administration canceled recent export licensing requirements for chip design software sales to China, a move aligned with a trade agreement aimed at easing key technology restrictions [12] - Major EDA (Electronic Design Automation) companies, including Synopsys, Cadence Design Systems, and Siemens, are expected to benefit from this change, as they previously required government approval to operate in China [12][13] - The EDA market, while only $11.5 billion, plays a crucial role in the $440 billion global semiconductor industry, with the top three companies controlling 74% of the market [13]