Suntak(002815)
Search documents
存储大年叠加MLCC涨价潮来袭,AI算力与汽车电子多层轮利好驱动,电子元器件迎量价齐升机遇
Xin Lang Cai Jing· 2026-02-26 10:27
Group 1 - Mingyang Circuit focuses on the R&D, production, and sales of printed circuit boards (PCBs), covering high multilayer boards, HDI boards, and rigid-flex boards, widely used in industrial control, communication equipment, and automotive electronics. The demand for high-reliability, high-density PCBs is continuously growing due to industrial automation upgrades, 5G communication network construction, and the increasing penetration of new energy vehicles [1][32] - Weirgao specializes in the R&D, production, and sales of electronic-grade special epoxy resins and related composite materials, which are key raw materials for PCBs. The demand for high-frequency, high-temperature, and low-loss materials is increasing in 5G communication, data centers, and new energy vehicles, leading to an expanding market space for specialty epoxy resins [2][33] - Qiangda Circuit focuses on the R&D, production, and sales of high-density interconnect printed circuit boards (HDI), widely used in consumer electronics such as smartphones and tablets. The market demand for high-end products like high multilayer HDI and AnyLayer HDI is continuously growing due to the recovery of the consumer electronics market and the upgrade of smart terminal functions [3][34] Group 2 - Benchuan Intelligent specializes in the R&D, production, and sales of PCBs, with core products including communication boards, automotive boards, and industrial control boards. The market demand for high-reliability, high-frequency PCBs is expanding due to the construction of 5G base stations and the upgrade of new energy vehicle systems [4][35] - Kexiang Co., Ltd. focuses on the R&D, production, and sales of HDI and high multilayer boards, covering various fields including consumer electronics and automotive electronics. The demand for high-end PCBs is continuously growing due to the functional upgrades of consumer electronics and the increasing demand for automotive electronic systems [5][36] - Jinlu Electronics specializes in the R&D, production, and sales of PCBs, with core products including automotive electronic boards and communication boards. The demand for high-reliability, high-integration PCBs is continuously growing due to the increasing penetration of new energy vehicles and the deep coverage of 5G networks [6][37] Group 3 - Shengyi Technology is a leading global supplier of copper-clad laminates (CCL) and related electronic materials, with products widely used in PCBs and electronic packaging. The demand for high-end copper-clad laminates is continuously expanding due to the increasing demand for high-frequency, high-temperature materials in 5G communication and data centers [7][38] - Xiehe Electronics focuses on the R&D, production, and sales of PCBs, including high-frequency and high-speed boards. The market demand for high-end products is continuously growing due to the advancement of 5G networks and the expansion of new energy vehicle systems [8][39] - Shiyun Circuit specializes in the R&D, production, and sales of PCBs, covering automotive electronics, consumer electronics, and industrial control. The demand for high-reliability, high-integration automotive PCBs is continuously growing due to the increasing complexity of in-vehicle electronic systems [9][40]
崇达技术(002815) - 关于2026年限制性股票激励计划首次授予登记完成的公告
2026-02-25 08:15
证券代码:002815 证券简称:崇达技术 公告编号:2026-012 崇达技术股份有限公司 关于 2026 年限制性股票激励计划首次授予登记完成的公告 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。 特别提示: 根据《上市公司股权激励管理办法》、《深圳证券交易所上市公司自律监管 指南第1号——业务办理》以及中国证券登记结算有限责任公司深圳分公司的相 关规定,崇达技术股份有限公司(以下简称"公司")完成了2026年限制性股票 激励计划首次授予股份的授予登记工作,具体情况公告如下: 一、已履行的相关审批程序 1、2026 年 1 月 12 日,公司召开第六届董事会第二次会议,审议通过了《关 于<崇达技术股份有限公司 2026 年限制性股票激励计划(草案)>及其摘要的议 案》等议案,作为本激励计划激励对象的关联董事已回避表决。公司董事会薪酬 与考核委员会就本次激励计划是否有利于公司的持续发展及是否存在明显损害 公司及全体股东利益的情形发表了意见。 2、2026 年 1 月 13 日至 2026 年 1 月 22 日期间,公司对授予的激励对象的 姓名和职务在公司内部 ...
崇达技术:公司正加快珠海一厂、二厂的产能释放,整体产能利用率良好
Zheng Quan Ri Bao Wang· 2026-02-13 11:44
证券日报网讯2月13日,崇达技术(002815)在互动平台回答投资者提问时表示,公司正加快珠海一 厂、二厂的产能释放,整体产能利用率良好。珠海三厂目前尚未投产,公司将根据整体战略规划与市场 需求审慎决策,适时启动运营。泰国工厂正加速建设以服务北美等国际客户,其具体运营将按规划推 进。 ...
崇达技术2026年端侧IC封装载板项目启动,高管计划减持股份
Jing Ji Guan Cha Wang· 2026-02-13 09:22
Company Project Advancement - The company plans to invest 1 billion yuan to establish a production base for integrated circuit packaging substrates for end-side chips through its subsidiary, Jiangsu Punowei Electronics Co., Ltd. The project is scheduled for land listing in May 2026, construction to begin in September 2026, and is expected to be completed and put into production by September 2028, aiming to expand the company's capacity in the high-end IC substrate sector [2]. Executive Share Reduction - The company's Vice General Manager, Jiang Shuguang, plans to reduce his holdings by no more than 2 million shares, which accounts for no more than 0.1642% of the company's total share capital, between January 16, 2026, and April 15, 2026. This decision is based on personal financial needs, with the shares originating from the company's pre-IPO holdings [3].
崇达技术:截至2026年2月10日公司股东人数为97045户
Zheng Quan Ri Bao· 2026-02-13 09:13
证券日报网讯 2月13日,崇达技术在互动平台回答投资者提问时表示,截至2026年2月10日,公司股东 人数为97045户。 (文章来源:证券日报) ...
崇达技术:在高端PCB领域产能稳步提升
Ge Long Hui· 2026-02-13 07:15
Core Viewpoint - The company is steadily increasing its production capacity in the high-end PCB sector, with high-end products accounting for over 60% of its revenue [1] Group 1: Production Capacity - The company has reported that its production capacity for high-end products, including high-layer boards, HDI, and IC substrates, is steadily improving [1] - The Zhuhai No. 2 factory, focused on high-layer boards, is set to commence production in June 2024 [1] Group 2: Expansion Plans - The company is accelerating the construction of its Thailand base to further enhance its high-end production capacity [1] - A new BT substrate project in Kunshan is planned, with an expected production start date in 2028, aimed at expanding high-end capacity [1]
崇达技术(002815.SZ):珠海三厂目前尚未投产
Ge Long Hui· 2026-02-13 07:13
格隆汇2月13日丨崇达技术(002815.SZ)在投资者互动平台表示,珠海三厂目前尚未投产。 ...
崇达技术(002815.SZ):在高端PCB领域产能稳步提升
Ge Long Hui· 2026-02-13 07:13
Core Viewpoint - The company is steadily increasing its production capacity in the high-end PCB sector, with high-end products accounting for over 60% of its revenue [1] Group 1: Production Capacity - The company has reported that its production capacity in the high-end PCB field is steadily improving [1] - The Zhuhai Plant No. 2, which focuses on high-layer count boards, is set to commence production in June 2024 [1] Group 2: Expansion Plans - The company is accelerating the construction of its Thailand base to further enhance its high-end production capacity [1] - A new project for BT substrates in Kunshan is planned, with an expected production start date in 2028 [1]
崇达技术:关于2026年限制性股票激励计划调整公告
Zheng Quan Ri Bao Zhi Sheng· 2026-02-05 13:11
(编辑 袁冠琳) 证券日报网讯 2月5日,崇达技术发布公告称,公司2026年限制性股票激励计划首次授予数量由1746.27 万股调减至1640.58万股,激励对象由412人调减至375人,授予价格7.20元/股及预留365.14万股不变。 ...
崇达技术(002815) - 关于2026年限制性股票激励计划调整公告
2026-02-05 08:46
证券代码:002815 证券简称:崇达技术 公告编号:2026-010 崇达技术股份有限公司 关于 2026 年限制性股票激励计划调整公告 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。 崇达技术股份有限公司(以下简称"公司")于 2026 年 2 月 5 日召开第六届 董事会第四次会议,审议通过了《关于调整 2026 年限制性股票激励计划授予数 量及激励对象的议案》。根据《崇达技术股份有限公司 2026 年限制性股票激励计 划》(以下简称"《2026 年限制性股票激励计划》"或"本激励计划")的规定和 公司 2026 年第一次临时股东会的授权,公司董事会对 2026 年限制性股票激励计 划的授予数量及激励对象的名单进行了调整。具体情况如下: 一、已履行的相关审批程序 1、2026 年 1 月 12 日,公司召开第六届董事会第二次会议,审议通过了《关 于<崇达技术股份有限公司 2026 年限制性股票激励计划(草案)>及其摘要的议 案》等议案,作为本激励计划激励对象的关联董事已回避表决。公司董事会薪酬 与考核委员会就本次激励计划是否有利于公司的持续发展及是否存在 ...