鹏鼎控股：泰国园区第一期项目已建成 正在进行客户认证及打样阶段 智通财经7月17日电，鹏鼎控股(002938.SZ)发布投资者关系活动记录表公告称，公司持续与服务器终端 客户展开积极合作，目前主流客户也在加快推进相关工作。同时，泰国园区第一期项目已建成，正在进 行客户认证及打样阶段，预计下半年能小批量投产。公司2024年下半年通过光模块客户认证并小批量投 产，目前也在积极拓展新的客户。 ...

编号：2025-05 | 投资者关系活动 | ■特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 （） | | 参与单位名称 | 华泰证券/中信证券/国信证券/财通证券/民生证券/华创证 | | | 券/华福证券/天风证券/富国基金/大成基金/嘉实基金/中信 | | | 建 投 / 中欧基金 / 泓 德 基 金 / 长城基金 /Point 72/Tiger | | | Pacific Capital/海富通基金/奇盛基金/大椿基金/东方港湾 | | | /财通资管/博时基金/华富基金/博时基金/景顺长城/中信保 | | | 诚/泰信基金/国寿安保/利幄基金/国联基金/长江资管/大家 | | | 资产/申万菱信/申万菱信/中庚基金/长江资管/运舟资本/易 | | | 方达基金/银华基金/广发基金/财通基金/长城基金/国联安/ | | | 盘京/国君资管/博时基金/人保资管/东方证券自营/淳厚基 | | | 金/华商基金/中欧瑞博/溪牛投资/第一北京/鸿商资本/青骊 | | | 投资 ...

资料显示，5G通信ETF（515050），跟踪中证5G通信主题指数，深度聚焦英伟达、苹果、华为产业 链，覆盖了多个AI算力、6G、消费电子、半导体、PCB、通信设备、服务器、光模块、物联网等细分 行业的龙头个股。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，选取创业板上市 的AI主业公司，日内涨跌幅限制为±20%。目前年管理费率为0.15%，托管费率为0.05%，场内综合费率 在可比基金中最低。行业分布上，指数光模块权重超33%，成分股囊括中际旭创、新易盛、天孚通信、 北京君正、全志科技、软通动力、光环新网、网宿科技、深信服等行业龙头公司。 据报道，英伟达CEO黄仁勋将参加第三届中国国际供应链促进博览会（以下简称链博会），并于16日会 见媒体。在会上，其将介绍英伟达的新产品，并重申对中国市场的长期承诺，英伟达最快将于今年9月 推出专为中国市场定制的新版AI芯片。 信达证券表示，H20 重启或驱动供应链业绩提升，前期悲观预期有望得到修复。H20作为英伟达面向中 ...

Market Overview - The A-share market opened slightly lower on July 17 but then experienced a rebound, with all three major indices showing positive performance, particularly the ChiNext index which rose nearly 1% [2] - The total market capitalization reached 14.20 trillion CNY, with a trading volume of 7698.06 million hands and a turnover rate of 1.46% [3] Pharmaceutical Sector - The pharmaceutical sector saw a significant surge, with multiple stocks hitting the daily limit up, including Weikang Pharmaceutical and Chengdu Xian Dao, both reaching a 20% increase [4][5] - Notable stocks in the pharmaceutical sector included: - Chengdu Xian Dao: 21.46 CNY, up 20.02% - Weikang Pharmaceutical: 20.71 CNY, up 19.99% - Other stocks like Lifespring Pharmaceutical and Zhejiang Zhenyuan also saw increases of around 10% [5][6] - The Hong Kong pharmaceutical and biotechnology sector also experienced notable gains, with companies like Fudan Zhangjiang and Kanyin Biotech showing significant price increases [6] Robotics Sector - The humanoid robot concept stocks remained active, with Nanjing Julong hitting the daily limit up of 20%, and other companies like Dongshan Precision and Taijing Technology also seeing substantial gains [7][8] - On July 17, the stock of Aowei New Materials achieved a 20% limit up, marking its seventh consecutive trading day of gains, with a closing price of 27.89 CNY [10][11] Policy Impact - The National Healthcare Security Administration recently announced the initiation of the 11th batch of centralized drug procurement, which will include 55 drug varieties, focusing on mature "old drugs" while excluding innovative drugs from the procurement list [6]

中证A500ETF龙头紧密跟踪中证A500指数，中证A500指数从各行业选取市值较大、流动性较好的500只 证券作为指数样本，以反映各行业最具代表性上市公司证券的整体表现。据了解，中证A500指数行业 分布均衡，传统行业和新兴行业各占一半，同时增加医药、新能源、计算机等新兴行业权重，实现了价 值与成长均衡，是布局A股市场的优质工具。 日前，国家统计局公布的数据显示，上半年国内生产总值660536亿元，同比增长5.3%，服务业景气指 数持续保持在50%以上的扩张区间，国民经济呈现稳中向好态势。多家外资机构宣布上调中国2025年全 年GDP增速预测。其中，摩根士丹利将今年中国实质GDP增长预测从4.5%上调至4.8%，高盛将增长预 测由4.6%上调至4.7%，瑞银将增长预测由4%上调至4.7%。 展望下半年，外资普遍认为，中国政策有空间，经济依旧有韧性。贝莱德首席中国经济学家认为，中国 经济的韧性主要来自企业的竞争力与政策的灵活性。一方面，企业层面表现出强劲的适应能力和产品创 新，特别是在电动车等领域体现出了明显优势。另一方面，预计下半年政策制定者会更密切监测数据和 市场走势，及时做出反应。结合过去几年的情况来看 ...

7月17日，PCB、覆铜板板块再度走强。广合科技、满坤科技（20CM）、东山精密涨停，生益电子、本川智能、鹏鼎控股、胜宏科技、鼎泰高科等集体大 涨。 | 股票名称 | 最新价 = | 涨跌幅 = | 涨停时间 ◆ | | --- | --- | --- | --- | | 广合科技 | 66.35 | +10.00% | 10:12:00 | | 001389.SZ | | | | | 満坤科技 301132.SZ | 39.88 | +20.01% | 10:14:15 | | 东山精密 002384.SZ | 55.31 | +10.00% | 10:32:39 | | 生益电子 | 55.77 | +17.81% | | | 688183.SS | | | | | 鹏鼎控股 | 45.73 | +9.48% | | | 002938.SZ | | | | 二、事件：H20芯片销售拉动产业链预期 一、行情 2）7月14日晚，生益科技发布中报业绩预告，净利润5.112亿元至5.491亿元，增长幅度为4.32倍至4.71倍。在报告期内，公司覆铜板销量同比上升，覆铜板产 品营业收入增加，同时持续优化产品结构提升 ...

| | 电子 | 消费电子组件Ⅲ | | --- | --- | --- | | 投资评级 | | 增持(维持) | | 股价(2025-07-16) | | 41.77 元 | | 交易数据 | | | | 总市值（百万元） | | 96,824.99 | | 流通市值（百万元） | | 96,354.27 | | 总股本（百万股） | | 2,318.05 | | 流通股本（百万股） | | 2,306.78 | | 12 个月价格区间 | | 42.60/26.23 | 2025 年 07 月 16 日 公司研究●证券研究报告 鹏鼎控股（002938.SZ） 公司快报 预计 25H1 业绩同比亮眼，AI+汽车双轨并进 投资要点 2025H1 归母净利润同比预计增长超 50%，全年算力相关营收占比有望超 70%。 2025H1，公司预计归母净利润在 11.98 亿元–12.60 亿元之间（2024H1 归母净利 润为 7.84 亿元），同比增长 52.79%-60.62%；公司预计扣除非经常性损益后净利 润在 11.05 亿元–11.61 亿元（2024H1 扣除非经常性损益后净利润为 7.56 亿元）， ...

金融界7月16日消息，上证指数低开震荡，中证深圳科技创新主题指数 (深圳科技，931136)下跌0.62%， 报7799.9点，成交额268.51亿元。 资料显示，指数样本每季度调整一次，样本调整实施时间分别为每年3月、6月、9月和12月的第二个星 期五的下一交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在 下一个定期调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将 其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。当上 证港股通范围发生变动导致样本不再满足港股通资格时，将进行相应调整。 数据统计显示，中证深圳科技创新主题指数近一个月上涨8.18%，近三个月上涨13.34%，年至今上涨 10.97%。 跟踪深圳科技的公募基金包括：安信深圳科技指数(LOF)A、安信深圳科技指数(LOF)C。 从中证深圳科技创新主题指数持仓的市场板块来看，深圳证券交易所占比84.06%、上海证券交易所占 比15.94%。 从中证深圳科技创新主题指数持仓样本的行业来看，信息技术占比36.82%、工业占比32.14%、医药卫 生占比1 ...

国泰海通晨报 2025 年 07 月 16 日 [Table_Summary] 1、【化妆品】若羽臣：公司公布半年度业绩预告，预计 2025H1 归母净利润 0.63-0.78 亿元同比 +62%-100%，自有品牌表现亮眼带动业绩高增，绽家受益洗衣液大单品推出、斐萃销售快速放量， 看好公司自主品牌矩阵助力业绩持续快速增长。 2、【环保】瀚蓝环境：粤丰环保 6 月份并表及持续降本增效驱动公司 2025H1 业绩稳步增长。 [汤蔚翔 Table_Authors] (分析师) 电话：021-38676172 邮箱：tangweixiang@gtht.com 登记编号：S0880511010007 [Table_ImportantInfo] 今日重点推荐 訾猛(分析师) 021-38676442 zimeng@gtht.com S0880513120002 闫清徽(分析师) 021-38031651 yanqinghui@gtht.com S0880522120004 杨柳(分析师) 021-38038323 yangliu3@gtht.com S0880521120001 本次评级：增持 目标价：63.80 元 ...

Macro and Strategy - June financial data shows a significant rebound in credit, with new social financing reaching 4.20 trillion yuan, exceeding expectations of 3.71 trillion yuan, and new RMB loans at 2.24 trillion yuan, surpassing the forecast of 1.84 trillion yuan [8][9][10] - The M2 money supply grew by 8.3% year-on-year, indicating a recovery in domestic economic momentum as private sector balance sheet expansion improves [8][9] - The "seesaw effect" between government financing and corporate loans has weakened, suggesting a shift in credit dynamics as local governments approach their annual debt targets [9][10] Retail Industry - The jewelry market is projected to grow steadily, with the market size reaching 728 billion yuan in 2024, reflecting a compound annual growth rate of 3.6% since 2019 [11][12] - The top five companies in the jewelry sector hold a market share of 41.4%, indicating increasing industry concentration as consumer preferences shift towards quality and design [11][12] - The retail sector is benefiting from the recent Amazon Prime Day, which generated an estimated $24.1 billion in sales, a 30% increase year-on-year, highlighting the growth potential in cross-border e-commerce [13][14] Food and Beverage Industry - The food and beverage sector saw a 0.92% increase, underperforming the Shanghai Composite Index by 0.17 percentage points [14] - The liquor market is stabilizing, with major brands focusing on brand positioning and market health, while the overall demand remains under pressure [15][16] - Recommendations include leading brands like Kweichow Moutai and Wuliangye, which have shown resilience and potential for recovery [15][16] Construction and Building Materials - The construction materials sector is expected to improve due to a shift towards healthy competition and urban renewal initiatives, with a focus on technological innovation [17][18] - Cement prices have stabilized, with a slight decrease of 0.4% week-on-week, while demand remains steady despite seasonal fluctuations [17][18] - Recommendations include companies like Three Trees and China National Building Material, which are well-positioned to benefit from domestic demand [18] Computer Industry - The AI ASIC market is rapidly expanding, with a projected market size growth from $14.8 billion in 2024 to $83.8 billion by 2030, reflecting a compound annual growth rate of 33.5% [19][20] - The price advantage of AI ASIC chips over GPUs is significant, with average prices of $5,236 compared to $8,001 for GPUs, making them more attractive for specific applications [19][20] - Companies like Google and Amazon are accelerating their development of ASIC chips, indicating strong future demand in this sector [21] Home Appliances - The home appliance sector is experiencing stable growth in domestic sales, driven by government subsidies, while exports face challenges due to high bases and tariff impacts [22][23] - White goods are seeing a slight increase in domestic sales, with air conditioning units showing a 9.5% growth in domestic shipments [22][23] - Recommendations include leading brands such as Midea and Gree, which are expected to maintain strong performance [22][23] Pharmaceutical Industry - Merck's acquisition of Verona for $10 billion aims to enhance its portfolio with a new COPD treatment, indicating strong growth potential in respiratory therapies [27][28] - WuXi AppTec is projected to achieve a 102% increase in net profit for the first half of 2025, reflecting robust operational performance [29] - The pharmaceutical sector is showing resilience, with a focus on innovative treatments and strategic acquisitions [27][28] Coal Industry - The coal market is expected to stabilize as domestic production increases and imports decrease, with a projected production of 4.85 billion tons in 2025, a 2% increase year-on-year [31][32] - Demand for coal is anticipated to improve in the second half of the year, particularly for non-electric uses such as chemical production [33] - Recommendations include leading coal companies like China Shenhua and China Coal Energy, which are well-positioned to benefit from market dynamics [34] Electronics Industry - The electronics sector is experiencing positive momentum, with a 0.93% increase in stock performance, driven by strong demand in the optical and semiconductor segments [34] - The industry is expected to see significant catalysts in the coming months, particularly in the context of AI and cloud computing advancements [34] - Companies involved in ASIC development are likely to benefit from the ongoing trends in computing and data processing [34]