| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300814 | 中富电路 | 57.00 | 16.02% | 24.81万 | | 13.62亿 | | 301251 | 威尔高 | 67.29 | 15.05% | 16.98万 | | 10.90亿 | | 688539 | 高华科技 | 38.35 | 13.83% | 10.90万 | | 4.02亿 | | 002384 | 东山精密 | 68.33 | 8.12% | 102.94万 | | 68.18亿 | | 600183 | 生益科技 | 59.02 | 7.86% | 50.19万 | | 28.81亿 | | 002938 | 鹏鼎控股 | 51.96 | 7.78% | 42.14万 | | 21.40亿 | | 688519 | 南亚新材 | 70.15 | 6.53% | 5.84万 | | 4.00亿 | | 688183 | 生益电子 | 75.87 | 6.48% | 19.19万 | | 1 ...

每经AI快讯，10月21日，A股AI手机概念股异动拉升，道明光学涨停，思泉新材涨超10%，鹏鼎控股、 福蓉科技、格林精密跟涨。 ...

5G通信ETF（515050）跟踪中证5G通信主题指数，最新规模超80亿元。深度聚焦英伟达、苹果、华为 产业链。国盛证券指出，从指数成分股涉及概念来看，5G通信ETF（515050）在TMT、科技龙头、5G 等概念上的暴露较高，主题特征鲜明，当前估值快速修复，具备较高的景气度。指数的盈利能力突出， 预期指数未来盈利高速增长。相关ETF全称：华夏中证5G通信主题ETF（515050），场外联接（A类： 008086；C类：008087）。 追求更高弹性可关注创业板人工智能ETF华夏（159381），跟踪创业板人工智能指数（970070.CNI）， 精准布局创业板人工智能主业公司。光模块CPO权重占比51.8%，同时覆盖国产软件+AI应用企业，具 备较高弹性。其中前三大权重股为中际旭创（20.95%）、新易盛（20.42%）、天孚通信（5.39%）。场 内综合费率仅0.20%，位居同类最低。场外联接（A类：025505；C类：025506）。 （文章来源：每日经济新闻） 算力板块连续两日反弹，领涨市场，彰显主线韧性。中原证券指出，头部云厂商资本开支展望乐观， AI算力产业链各环节需求高景气。伴随行业景气度的持续提 ...

1 300475 香农芯创 1.59亿 2 603228 景旺电子 1.25亿 3 002938 鹏鼎控股 5221.64万 序号 代码 名称 最新价 涨跌幅 今开 昨收 总市值 1 300476 胜宏科技 265.80 0.60% 265.00 264.22 2313亿 2 300124 汇川技术 78.84 0.38% 78.65 78.54 2128亿 3 600183 生益科技 56.75 3.71% 54.72 54.72 1379亿 4 002916 深南电路 197.49 1.29% 196.09 194.97 1317亿 5 002463 沪电股份 67.83 1.31% 66.93 66.95 1305亿 6 002384 东山精密 65.51 3.66% 63.80 63.20 1200亿 7 002938 鹏鼎控股 50.04 3.80% 49.66 48.21 1160亿 8 200725 京东方Ｂ 2.95 0.34% 2.94 2.94 1104亿 9 300408 三环集团 49.82 0.28% 50.36 49.68 954.8亿 10 000988 华工科技 81.56 2 ...

10月21日，鹏鼎控股涨5.12%，截至发稿，报50.68元/股，成交9.15亿元，换手率0.79%，总市值1174.79 亿元。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，申万菱信基金旗下1只基金重仓鹏鼎控股。申万菱信智能驱动股票A（005825）二季度增持 10.58万股，持有股数57.53万股，占基金净值比例为6.33%，位居第五大重仓股。根据测算，今日浮盈 赚取约142.1万元。 申万菱信智能驱动股票A（005825）成立日期2018年6月13日，最新规模1.83亿。今年以来收益 65.55%，同类排名128/4218；近一年收益64.71%，同类排名87/3868；成立以来收益415%。 申万菱信智能驱动股票A（005825）基金经理为付娟、卜忠林。 截至发稿，付娟累计任职时间13年184天，现任基金资产总规模37.11亿元，任职期间最佳基金回报 172.37%， 任职期间最差基金回报-36.32%。 卜忠林累计任职时间1年6天，现任基金资产总规模2.91亿元，任职期间最佳基金回报69.51%， 任职期 间最差基金回报68.78%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发 ...

Core Viewpoint - The 19th Taiwan Business Forum held in Huai'an aims to enhance cross-strait economic cooperation and position Huai'an as a prime destination for Taiwanese investment, focusing on high-quality development and resource aggregation [1] Investment and Economic Development - Huai'an has approved over 1,500 Taiwanese investment projects with a total investment of nearly $26 billion and actual received investment of about $8 billion [1] - The city is actively attracting new Taiwanese projects, with a focus on enhancing the scale and quality of existing Taiwanese enterprises [3] - In the first half of the year, Huai'an signed 22 new Taiwanese investment projects totaling $1.296 billion, with 15 projects exceeding $10 million, ranking first in northern Jiangsu [3] Industry and Technology - The introduction of the microcrystalline wood project by Taiwan's Evergreen Materials Technology Co., with an investment of $500 million, marks a significant step in Huai'an's green materials sector [2] - Huai'an is promoting the transformation and upgrading of Taiwanese enterprises, with initiatives like the "Smart Transformation and Digital Networking" action plan to support high-end, intelligent, and green development [4] Services and Support for Taiwanese Businesses - The city has developed a comprehensive service guide for Taiwanese residents, covering 29 service items to facilitate their daily lives [5] - Huai'an has established a "one-stop" service center for Taiwanese businesses, enhancing the living and working environment for Taiwanese investors [6] - Initiatives such as the "Taiwanese Women's Care Service Brand" and regular cultural exchanges aim to create a welcoming atmosphere for Taiwanese businesses and residents [6]

Core Viewpoint - The company, Jintuo Co., Ltd. (300400.SZ), has established strong business relationships with leading PCB manufacturers such as Pengding and Shennan Circuit, benefiting from the increased demand in the PCB sector [1] Group 1: Company Operations - Jintuo Co., Ltd. is currently selling electronic thermal equipment used in the PCBA production process [1] - The company reported an increase in orders in the first half of the year, attributed to the growth of its clients [1] - Specific details regarding the company's production operations and client collaborations are available in its periodic reports and announcements on the Giant Tide Information Network [1]

Core Insights - The 2025 Investment Huai'an Golden Autumn Economic and Trade Conference was held on October 16, showcasing Huai'an's commitment to open cooperation and development [2][5] - Huai'an's GDP has shown a steady growth rate of 7.1% on average over the past four years, with a growth rate of 6.8% in the first half of this year, ranking first in the province [5][6] - The city has received national recognition for 37 reform experiences and has been awarded titles such as "World Food Capital" and "National Healthy City Model City," indicating an upgrade in public welfare [5][6] Economic Development - Huai'an is experiencing a robust economic performance with 16 out of 20 major economic indicators ranking in the top three in the province from January to August [5][6] - The city is focusing on industrial development, with 52 industrial projects worth over 3 billion yuan under construction, and a significant increase in specialized enterprises [6][8] Strategic Advantages - Huai'an benefits from strategic opportunities such as the integration of the Yangtze River Delta and the Grand Canal Cultural Belt, supported by a comprehensive transportation network including high-speed rail and an international airport [6][7] - The local government has established mechanisms to enhance trust and cooperation with enterprises, leading to increased satisfaction among private businesses [6][7] Collaborative Initiatives - The conference emphasized the importance of sincere communication and service, aiming to align Huai'an's strategic plans with the development needs of enterprises [7] - Major projects in key industries such as new energy vehicles and advanced manufacturing were signed during the conference, indicating a commitment to high-quality development [8]

Core Viewpoint - The report from Western Securities indicates that Pengding Holdings has shown steady growth in revenue and profit for the first half of 2025, with improved profitability and significant growth in its automotive and server board businesses driven by the surge in AI server market demand [1] Group 1: Financial Performance - Pengding Holdings experienced robust revenue and profit growth in H1 2025, indicating strong financial health [1] - The company's profitability has improved, reflecting effective management and operational efficiency [1] Group 2: Business Development - The company is actively promoting the certification and prototyping of next-generation products with well-known clients in the AI server market [1] - There is an expansion of collaboration with cloud server manufacturers on AI ASIC-related products, enhancing the company's competitive edge in the AI server market [1] Group 3: Market Position and Future Outlook - Pengding Holdings is positioned as a leading enterprise in the PCB industry, with a strong focus on expanding its AI server and automotive businesses [1] - The company is well-placed to capitalize on the AI trend, continuously laying out forward-looking product areas to drive sustained growth in its main business [1] - The outlook for the company's future business expansion and performance growth remains positive, maintaining a "buy" rating [1]

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for future investment returns [4]. Core Insights - The company has demonstrated robust revenue and profit growth in the first half of 2025, with revenue reaching 16.375 billion yuan, a year-on-year increase of 24.75%, and a net profit attributable to shareholders of 1.233 billion yuan, up 57.22% year-on-year [1][4]. - The company is positioned as a leader in the PCB industry, actively expanding its AI server and automotive business, which provides strong growth momentum [2]. Revenue and Profit Growth - In the first half of 2025, the company achieved revenue of 16.375 billion yuan, with a gross profit margin of 19.07%, an increase of 1.10 percentage points year-on-year, and a net profit margin of 7.49%, up 1.52 percentage points year-on-year [1][4]. - The revenue breakdown by business segment shows significant growth in automotive and server board business, with a year-on-year increase of 87.42% [1]. Future Projections - The company is expected to generate revenues of 40.053 billion yuan, 46.226 billion yuan, and 53.324 billion yuan for the years 2025, 2026, and 2027, respectively [2]. - Net profit projections for the same years are 4.473 billion yuan, 5.458 billion yuan, and 6.402 billion yuan, indicating a strong growth trajectory [2]. Market Position and Strategy - The company is leveraging its technological advantages in flexible printed circuit (FPC) products to capture new growth opportunities in AI-related devices such as AI glasses and foldable screens [2]. - The company is also focusing on high-end HDI boards for AI servers, enhancing its competitive edge in the rapidly growing AI server market [2].