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]

Group 1 - The PCB concept has seen a continuous rise, with stocks such as Fangzheng Technology hitting the daily limit [1] - Other companies like Jin'an Guoji, Bomin Electronics, and Dongshan Precision also reached their daily limit, while Jinlu Electronics, Pengding Holdings, Jingwang Electronics, Shenzhen South Circuit, and Aoshikang increased by over 6% [1] - According to a report from Tianfeng Securities, the market space for M8 PCB boards corresponding to AI servers and switches is estimated to be between 50-60 billion by 2026 [1]

Core Viewpoint - The A-share market is experiencing a significant rise in the 6G concept stocks, with notable gains from several companies, indicating growing investor interest in the 6G technology sector [1] Company Summaries - Guomai Technology has reached the daily limit increase in stock price, reflecting strong market confidence and interest in its potential within the 6G sector [1] - Other companies such as Chuangyuanxin, China Satellite Communications, Zhongjing Electronics, Aoshikang, Benchuan Intelligent, and Shenglu Communication have also seen their stock prices rise, suggesting a broader trend of optimism in the 6G technology market [1]

Investment Rating - The report assigns a "Buy" rating for the company, indicating a positive outlook for its stock performance in the near term [2][9]. Core Insights - The demand in emerging fields such as AI and automotive electronics is driving the transformation and upgrade of the PCB industry. The rapid growth in global high-end computing power, fueled by artificial intelligence, along with the deep integration of electrification, connectivity, and intelligence in the automotive industry, is releasing demand in downstream applications like servers and data centers [5]. - The company is focusing on expanding its high-end customer base and consolidating its position in the automotive electronics PCB sector. Compared to traditional vehicles, the PCB usage in new energy vehicles is significantly higher, driven by advanced technologies such as autonomous driving and intelligent connectivity, which increases the demand for high-frequency and high-speed PCBs [6]. - The company has quickly entered the AIPC market, achieving stable supply. The global AIPC shipment is projected to reach 48 million units in 2024, accounting for 18% of total PC shipments, with a compound annual growth rate (CAGR) of 44% expected from 2024 to 2028 [7]. - The company is seizing opportunities in the data center market by launching a series of high-performance PCB products. The AI computing power demand is significantly driving the server market, with the global AI server market value expected to reach $205 billion in 2024, reflecting a year-on-year growth of 46% [8]. Financial Projections - The company is projected to achieve revenues of 55.0 billion, 67.2 billion, and 81.2 billion yuan for the years 2025, 2026, and 2027, respectively. The net profit attributable to the parent company is expected to be 5.4 billion, 7.0 billion, and 9.2 billion yuan for the same years [9][12]. - The report anticipates a revenue growth rate of 20.53% in 2025, 22.16% in 2026, and 20.72% in 2027, with a net profit growth rate of 53.53% in 2025, 29.13% in 2026, and 31.51% in 2027 [12][15]. - The earnings per share (EPS) is projected to increase from 1.11 yuan in 2024 to 2.90 yuan in 2027, indicating a strong growth trajectory [12][15].

证券代码：002913 证券简称：奥士康 公告编号：2025-039 奥士康科技股份有限公司 关于回购公司股份进展的公告 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。 2、公司以集中竞价交易方式回购股份符合下列要求： 根据《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关规定， 上市公司在回购股份期间，应当在每个月的前三个交易日内披露截至上月末的回购进展 情况。现将公司回购情况公告如下： 一、回购股份的进展情况 截至 2025 年 6 月 30 日，公司通过回购专用证券账户以集中竞价交易方式回购股份 1,393,100 股，占公司目前总股本的 0.4390%，最高成交价为 27.95 元/股，最低成交价为 24.64 元/股，成交金额为 35,206,815.52 元（不含交易费用）。本次回购符合公司既定回 购股份方案及相关法律法规的要求。 二、其他说明 公司首次回购股份的时间、回购股份数量、回购股份价格及集中竞价交易的委托时 段均符合《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》的相关规定， 具体如下： 1、公司未在下列期间内 ...

Core Viewpoint - The PCB sector, particularly companies related to computing power and data centers, is experiencing significant activity, with notable interest from social security funds in specific companies [1]. Group 1: Company Highlights - Guanghe Technology is the leading domestic server PCB supplier in China, with products used in high-performance computing servers, AI computing servers, storage servers, and core data center equipment [3]. - Aoshikang also focuses on PCBs, with applications in data centers, servers, AIPC, communication and network devices, and automotive electronics [10]. Group 2: Fund Holdings - In the first quarter, social security funds made new investments in Guanghe Technology, acquiring approximately 500,000 shares, making it the sixth largest circulating shareholder [4]. - Aoshikang saw new investments from social security funds, with two funds becoming the eighth and ninth largest circulating shareholders [11]. Group 3: Financial Performance - Guanghe Technology has shown consistent revenue growth for eight consecutive years, with a total increase of 130% over the last five years, averaging 26% annually [7]. - The company's net profit, excluding non-recurring items, has surged from 120 million in 2020 to 678 million in 2024, reflecting a 465% increase over five years, averaging close to 100% annual growth [9]. - Aoshikang's revenue growth over five years is 55%, averaging 11% annually, which is lower compared to Guanghe Technology [13]. - Aoshikang's net profit growth is limited, with a forecast of revenue increase without profit growth in 2024, attributed to rising sales expenses [15].

证券代码：002913 证券简称：奥士康 公告编号：2025-038 奥士康科技股份有限公司 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： 案披露至实施期间，因实施股份回购且回购股份不参与利润分配，根据"分配总额不 变对每股分红金额进行调整"的原则，按公司现有总股本折算出每股现金分红比例= 本次现金分红总额/（公司总股本-已回购股份）=190,416,302.57 元/（317,360,504 股- 算（每股现金红利=实际现金分红总额/总股本，即 190,416,302.57 元/317,360,504 股 =0.6000000 元/股，计算结果不四舍五入，保留小数点后七位）。 三、股权登记日与除权除息日 本次权益分派股权登记日为：2025 年 6 月 26 日，除权除息日为：2025 年 6 月 四、权益分派对象 本次分派对象为：截至 2025 年 6 月 26 日下午深圳证券交易所收市后，在中国 证券登记结算有限责任公司深圳分公司（以下简称"中国结算深圳分公司"）登记在 册的本公司全体股东。 公司 2024 年年度权益分派方案已获 2025 ...

证券代码：002913 证券简称：奥士康 公告编号：2025-038 奥士康科技股份有限公司 2024年年度权益分派实施公告 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： 1、奥士康科技股份有限公司（以下简称"公司"、"本公司"）自权益分派方 案披露至实施期间，因实施股份回购且回购股份不参与利润分配，根据"分配总额不 变对每股分红金额进行调整"的原则，按公司现有总股本折算出每股现金分红比例= 本次现金分红总额/（公司总股本-已回购股份）=190,416,302.57 元/（317,360,504 股- 1,393,100 股）=0.6026454 元/股（计算结果保留小数点后七位）。 公司 2024 年年度权益分派方案为：以公司现有总股本 317,360,504 股剔除已回 购股份 1,393,100 股后的 315,967,404 股为基数，向全体股东每 10 股派 6.026454 元人 民币现金（含税；扣税后，通过深股通持有股份的香港市场投资者、境外机构（含 QFII、RQFII）以及持有首发前限售股的个人和证券投资基金每 10 股派 5. ...

关于为全资子公司提供担保的进展公告 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： 证券代码：002913 证券简称：奥士康 公告编号：2025-037 奥士康科技股份有限公司 奥士康科技股份有限公司（以下简称"公司"）全资子公司奥士康科技（香港） 有限公司（以下简称"奥士康科技"）最近一期财务报表资产负债率超过 70%，公司 及全资子公司对外担保金额超过上市公司最近一期经审计净资产 50%，特此提醒投资 者充分关注担保风险。 一、担保情况概述 公司于 2025 年 4 月 23 日召开第四届董事会第五次会议、2025 年 5 月 16 日召开 2024 年年度股东大会审议通过《关于为控股子公司提供担保额度的议案》，同意公司 为合并报表范围内全资、控股子公司提供不超过人民币 81 亿元的担保额度。以上担保 额度自股东大会审议通过之日起 12 个月内有效，并经股东大会授权董事会转授权公 司管理层在符合规定的被担保方之间进行调剂分配。具体内容详见公司披露于巨潮资 讯网（www.cninfo.com.cn）的相关公告。 二、担保进展情况 近日，公司与星展 ...

Market Overview - As of June 4, the Shanghai Composite Index rose by 0.42%, closing at 3376.2029 points, while the Shenzhen Component Index increased by 0.87%, closing at 10144.581 points [1] Top Gainers in Hunan Stocks - Jiuzi Tang opened at 9.570 and closed at 10.290, achieving a daily increase of 10.05% with a trading volume of 876,841 shares [2] - Yueyang Xingchang opened at 14.150 and closed at 15.090, marking a rise of 6.49% with a trading volume of 113,879 shares [2] - Yanjinpuzi opened at 91.810 and closed at 97.710, reflecting a gain of 5.88% with a trading volume of 488,780 shares [2] - Aoshikang opened at 25.310 and closed at 26.440, resulting in a 5.00% increase with a trading volume of 65,263 shares [2] - Tongcheng Holdings opened at 5.530 and closed at 5.720, showing a rise of 3.25% with a trading volume of 202,102 shares [2] Top Losers in Hunan Stocks - Shanhe Intelligent opened at 7.800 and closed at 7.710, experiencing a decline of 3.75% with a trading volume of 676,365 shares [3] - Kaimeteqi opened at 10.360 and closed at 10.300, down by 1.15% with a trading volume of 688,122 shares [3] - Yipuli opened at 11.770 and closed at 11.640, reflecting a decrease of 1.02% with a trading volume of 45,243 shares [3] - ST Jiajia opened at 7.980 and closed at 7.910, down by 0.88% with a trading volume of 48,649 shares [3] - Qidi Pharmaceutical opened at 9.500 and closed at 9.430, experiencing a decline of 0.42% with a trading volume of 56,607 shares [3]