证券代码：002913 证券简称：奥士康 公告编号：2025-063 奥士康科技股份有限公司 关于股份回购进展暨回购完成的公告 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。 奥士康科技股份有限公司（以下简称"公司"）于 2025 年 4 月 10 日召开第四届董 事会第四次会议，审议通过《关于回购公司股份方案的议案》，同意公司使用自有资金 或自筹资金人民币 9,000 万元（含）-1.8 亿元（含），通过深圳证券交易所股票交易系统 以集中竞价交易方式回购公司发行的人民币普通股（A 股），回购股份将用于股权激励 或员工持股计划，回购价格不超过 40 元/股，回购期限自董事会审议通过回购股份方案 之日起不超过 12 个月。因公司实施 2024 年年度权益分派，公司回购股份价格上限由不 超过 40 元/股调整至 39.4 元/股。公司于 2025 年 8 月 11 日召开第四届董事会第八次会议， 审议通过了《关于调整回购股份价格上限的议案》，同意公司回购股份价格上限由 39.4 元/股（含）调整为 53.35 元/股（含）。具体内容详见公司披露于巨潮资讯网 （ww ...

证券之星消息，10月9日元件板块较上一交易日上涨1.78%，奥士康领涨。当日上证指数报收于3933.97， 上涨1.32%。深证成指报收于13725.56，上涨1.47%。元件板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002913 | 奧士康 | 44.53 | 10.00% | 15.14万 | | 6.71亿 | | 002916 | 深南电路 | 238.30 | 10.00% | 9.26万 | | 21.92亿 | | 920128 | 胜业电气 | 32.56 | 8.28% | ● 1.80万 | | 5711.73万 | | 300814 | 中富电路 | 57.23 | 7.15% | 1 24.77万 | | 15.10亿 | | 615889 | 南亚新材 | 78.60 | 5.50% | 8.75万 | | 7.04亿 | | 002484 | 江海股份 | 31.76 | 5.10% | 55.72万 | | 17.46亿 ...

Market Analysis - Global capital markets have shown significant increases during the holiday period, particularly in gold, US stocks, and copper, driven primarily by AI narratives [2] - The A-share market has returned to 3900 points after 10 years, with technology stocks being the main upward momentum, heavily influenced by external market sentiment and capital flow [2] - The continued rise of indices indicates signs of capital returning before the holiday, with October expected to be a competitive month for individual stocks [2] Gold Market Insights - Three anchors for gold pricing have been identified: reserve value, consumption value, and trading value [2] - With the ongoing expansion of dollar credit cracks, a long-term bull market for gold is anticipated, as the demand for gold is expected to grow [2] - By 2025, domestic gold jewelry companies are expected to see sales increases and performance improvements [2] Sector Performance - The gold concept stocks opened significantly higher, with several stocks reaching their daily limit, reflecting strong market interest [3] - The semiconductor sector is also active, with AMD's partnership with OpenAI leading to a notable increase in AMD's stock price [4] - Solid-state battery concept stocks have shown strong fluctuations, driven by advancements in battery technology [5] Index Performance - The Shanghai Composite Index has shown a strong upward trend post-holiday, with a focus on whether it can maintain above 3950 points [9] - The ChiNext Index has reached new highs, with technology stocks being the primary drivers, although the performance remains characterized by rotation rather than collective surges [9] Investment Outlook - The consensus among broker reports indicates a positive macro environment for A-shares following the holiday, with a focus on resource and AI sectors [15] - The long-term logic supporting gold's continued rise is centered around the restructuring of the global monetary credit system, with gold being viewed as a stabilizing asset during economic turbulence [15] - The ongoing accumulation of US debt poses risks to monetary credit, further enhancing gold's appeal as a safe-haven asset [16]

2025年10月9日，奥士康（sz002913）触及涨停，涨停价44.66元，涨幅10%，总市值141.32亿元，流通 市值134.34亿元，截止发稿，总成交额8706.51万元。 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 根据喜娜AI异动分析，奥士康涨停原因可能如下，可转债发行+高端PCB+国际化布局： 1、公司积极推 进资本运作，可转债发行计划获高票通过，拟募资10亿元用于高端PCB项目，显示股东对公司发展策略 高度认可。该项目瞄准AI服务器、AIPC、汽车电子等高增长领域，有望助力公司提升市场竞争力与盈 利能力。 2、公司业务发展态势良好，通过与日本名幸电子合作拓展国际市场，泰国基地建设取得进 展，海外收入占比提升至 ...

就在上个月，胜宏科技（300476.SZ）和沪电股份（002463.SZ），两家市值过千亿的PCB龙头，分别披露了其融资扩产计划的进度。 先是9月17日，沪电股份在接受机构调研时透露了其新建人工智能芯片配套高端印制电路板扩产项目进展。据悉，该项目投资额高达43亿元，最初规划于 去年10月，并于今年6月下旬正式开工建设。公司预计，将在2026年下半年开始试产，并逐步提升产能。 随后在9月19日，经过近11个月的推进，胜宏科技新一轮定增最终落地。根据公告，此轮定增募集资金总额达19亿元，其中8.5亿元投向越南胜宏人工智能 HDI项目，5亿元投向泰国高多层印制线路板项目。 此外，据《科创板日报》统计，仅7月25日至今，便有8家PCB厂商公布新一轮的融资扩产计划，扩产投资项目大多用于提升HDI、HLC、SLP等高端PCB 产能和技术能力。 | 代码 | 公司 | 动作类型 | 金额 | 公告目期 | | --- | --- | --- | --- | --- | | 002938. SZ | 鹏鼎控股 | 扩产 | 80亿元 | 8月19日 | | 002384. SZ | 东山精密 | 扩产 | 10亿美元 | 7 ...

Core Insights - The company held a recognition event for the DGX Spark AI supercomputer project, highlighting the contributions of core teams in customer development, product research, engineering design, and mass production [1] - The DGX Spark AI supercomputer demands extreme performance, reliability, and stability from PCB technology, which the company has addressed through advanced interconnect technology, high-frequency materials, and innovative packaging techniques [1][3] - The company has established a complete AI computing infrastructure solution, demonstrating its capability to handle high-end AI computing projects from technology development to mass production [3] Technology and Production Capabilities - The company has achieved a four-layer HDI mass production capability and has successfully developed six-layer HDI technology for small batch supply, catering to high-end market demands such as AI servers and high-performance computers [3] - The company’s advancements in signal integrity optimization, thermal management, and multilayer wiring design have led to a perfect balance of high precision, stability, and efficiency in its products [1][3] Market Position and Future Outlook - The demand for AI computing power is experiencing explosive growth due to the emergence of large models like DeepSeek, positioning the company as a key supplier of high-end PCB products essential for AI supercomputers [3] - The company is expected to expand its high-end production capacity as it deepens its technological investments and industry layout in the AI computing sector, supported by the release of production capacity in Thailand and the implementation of convertible bond projects [3]

Group 1: Product Structure and Market Expansion - The company is optimizing its product structure while expanding production capacity and enhancing its market presence, focusing on servers, automotive electronics, base stations, switches, PCs, storage, and consumer electronics for revenue generation in the first half of 2025 [2][3] - The company has actively diversified its customer resources in data centers, servers, AIPC, and automotive electronics, adapting to market changes and expanding its customer base [3] Group 2: Share Buyback Program - As of August 31, 2025, the company has repurchased 2,888,300 shares, accounting for 0.9101% of the total share capital, with a total transaction amount of 90,039,741.52 yuan (excluding transaction fees) [3] - The maximum buyback price was adjusted from 39.4 yuan per share to 53.35 yuan per share during the board meeting on August 11, 2025, reflecting confidence in the company's future development [3] Group 3: Thailand Factory Operations - The Thailand factory commenced production in 2024 and is currently in the capacity ramp-up phase, serving as a key support point for the company's global capacity layout [3] - The factory aims to leverage local resources, policies, and logistics advantages while increasing investments in technology research and development, equipment upgrades, and talent training to enhance production capacity and technical level [3]

Group 1 - The 6G concept continues to gain momentum, leading to significant stock price increases for companies such as Sega Technology and Yihua Shares, both of which reached their daily price limit [1] - Other companies in the sector, including Hengtong Optic-Electric, Daheng Technology, Jin Xin Nuo, Aoshikang, Haige Communications, and ZTE, also experienced stock price increases [1]

Group 1 - The stock of Aoshikang closed at 42.65 yuan on September 16, with an increase of 0.64% [1] - A significant block trade occurred, totaling 54,500 shares and a transaction amount of 2.17 million yuan, with a discount rate of -6.61% [1] - The buyer was from Caitong Securities Co., Ltd., and the seller was from Tianfeng Securities Co., Ltd. [1] Group 2 - In the last three months, there has been one block trade for this stock, with a total transaction amount of 2.17 million yuan [1] - Over the past five trading days, the stock has increased by 9.50%, while the net outflow of main funds amounted to 27.70 million yuan [1]

证券代码：002913 证券简称：奥士康 公告编号：2025-062 奥士康科技股份有限公司董事会 奥士康科技股份有限公司 关于参加湖南辖区 2025 年度投资者网上集体接待日活动的公告 2025 年 9 月 16 日 为进一步加强与投资者的互动交流，奥士康科技股份有限公司（以下简称"公 司"）将参加由湖南证监局、湖南省上市公司协会与深圳市全景网络有限公司联合 举办的"资本聚三湘 楚光耀新程——2025 年湖南辖区上市公司投资者网上集体接 待日暨半年度业绩说明会"活动，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注"全景财经"微信公众号，或下载"全景路演"APP， 参与本次互动交流，活动时间为 2025 年 9 月 19 日（星期五）14：00-17：00。届时 公司高管将通过在线问答互动的形式就公司治理、发展战略、经营状况等投资者关 心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与。 特此公告。 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。 ...