Key Points - The core viewpoint of the articles highlights significant corporate announcements, including investment plans, financial performance, and changes in ownership stakes across various companies in the industry [1][2][3] Company Announcements - Dazhihui has not engaged in businesses related to "stablecoins," "virtual asset trading," or "cross-border payments" [1] - Pengding Holdings plans to invest a total of 8 billion yuan in the Huai'an Industrial Park [1] - Tongyuan Environment has won a bid for the expansion project of the sewage treatment plant in Qimen Economic Development Zone, Anhui [1] - Yunda Co., Ltd. reported a revenue of 4.12 billion yuan from express services in July, reflecting a year-on-year growth of 3.75% [2] - Hanwei Electronics intends to acquire a 56.24% stake in Zhancheng Technology for 157 million yuan [1] - Ruoyucheng plans to repurchase shares worth 100 million to 200 million yuan [1] Financial Performance - Fuyao Glass reported a net profit of 4.805 billion yuan for the first half of the year, marking a year-on-year increase of 37.33% [1][2] - Jibite's net profit increased by 24.5% year-on-year, with a proposed dividend of 66 yuan per 10 shares [2] Shareholding Changes - New Zhisoft's OCIL, AL, and CEL collectively plan to reduce their holdings by no more than 2% of the company's shares [1][2] - Zhenbaodao's Bohzhou Junzefanglong intends to reduce its holdings by no more than 3% [1][2] Other Developments - Kesi Technology's actual controller and director Liu Jiande has been placed under detention and is under investigation [3] - Xiling Information's controlling shareholder and general manager Yue Yamei has also been subjected to detention measures [3]

Core Viewpoint - The company plans to invest a total of 8 billion RMB in the Huai'an Industrial Park to enhance its production capacity for various PCB solutions, targeting the rapidly growing AI application market [1] Investment Plan - The board of directors approved an investment of 8 billion RMB for the integration and construction of the Huai'an Industrial Park [1] - The investment period is set from the second half of 2025 to 2028 [1] Product Expansion - The investment will support the construction of production capacity for products including SLP, high-end HDI, and HLC [1] - The aim is to expand soft board production capacity to provide comprehensive PCB solutions across multiple fields such as servers, optical communications, humanoid robots, smart vehicles, and AI edge products [1] Strategic Alignment - This investment is aligned with the company's strategy to capitalize on the AI trend and leverage the ONE AVARY product technology platform [1] - The initiative aims to accelerate the company's full industry chain layout in AI, enhancing overall competitive strength [1]

Core Viewpoint - The company, Pengding Holdings, has approved an investment plan totaling 8 billion RMB to develop an industrial park in Huai'an, focusing on expanding production capacity for various PCB solutions to cater to the growing AI application market [1] Investment Plan - The total investment for the Huai'an industrial park project is 8 billion RMB, with the construction period set from the second half of 2025 to 2028 [1] - The investment will include the construction of production capacity for SLP, high-end HDI, and HLC products, aimed at enhancing soft board production capacity [1] Strategic Focus - The project aims to leverage the AI trend and utilize the ONE AVARY product technology platform to accelerate the company's full industry chain layout in AI, covering cloud, management, and terminal aspects [1] - The investment is intended to strengthen the company's overall competitive strength in various fields, including servers, optical communications, humanoid robots, smart vehicles, and AI edge products [1]

鹏鼎控股（002938）8月19日晚间公告，公司董事会审议通过议案，同意公司在淮安园区投资合计80亿 元建设淮安产业园，并同步投资建设SLP、高阶HDI及HLC等产品产能，扩充软板产能，为快速成长的 AI应用市场提供涵盖服务器、光通信、人形机器人、智能汽车及AI端侧产品等多领域的全方位PCB解决 方案。 提及AI服务器产线客户认证情况，鹏鼎控股表示，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。另外，鹏鼎控股称，公司今年资本开支计划主要投向包括泰国园区、软板扩 充、淮安园区在内的高阶HDI及SLP项目等。 在7月份披露的资者关系活动记录表中，鹏鼎控股表示，公司高度重视AI服务器领域的发展前景，目前 在淮安园区和泰国园区具备相关产能。公司积极关注全球AI服务器市场的发展动态，并将根据市场需 求和公司战略及时调整投资扩产计划。 消费电子及计算机用板业务方面，鹏鼎控股把握消费电子复苏周期，积极推动以AI眼镜为代表的AI端 侧产品的开发与量产，实现了相关业务的快速成长。上半年，公司消费电子与计算机用板业务 ...

Core Viewpoint - Pengding Holdings (002938.SZ) plans to invest 8 billion yuan to build a new industrial park in Huai'an, aiming to expand production capacity and seize opportunities in the AI market [1] Group 1: Investment Details - The investment of 8 billion yuan will be used to construct the Huai'an Industrial Park, focusing on increasing production capacity for SLP, high-end HDI, and HLC products [1] - The construction period for the investment is set from the second half of 2025 to 2028 [1] - Funding for the project will come from the company's own resources, with no related party transactions involved and no need for shareholder approval [1] Group 2: Strategic Implications - The investment is expected to expand the company's operational scale, promote product upgrades, and enhance overall efficiency [1] - The focus on soft board production capacity aims to provide PCB solutions for the growing AI application market [1]

Core Viewpoint - Pengding Holdings (002938.SZ) announced an investment of 8 billion yuan to build a new industrial park in Huai'an, aiming to expand its production capacity for AI applications and enhance its overall PCB solutions [1] Group 1: Investment Details - The investment of 8 billion yuan will be used to construct the Huai'an Industrial Park, which will include the production capacity for SLP, advanced HDI, and HLC products [1] - The construction period is set from the second half of 2025 to 2028, funded by the company's own resources without involving related transactions or major asset restructuring [1] Group 2: Strategic Intent - The investment is aimed at capitalizing on the AI trend, enhancing overall operational scale, promoting product upgrades, and improving efficiency [1]

Core Viewpoint - The company, Pengding Holdings, has approved an investment plan totaling 8 billion RMB to develop an industrial park in Huai'an, focusing on expanding production capacity for various PCB solutions to cater to the growing AI application market [1] Investment Plan - The investment plan includes a total of 80 billion RMB allocated for the construction of the Huai'an Industrial Park [1] - The investment period is set from the second half of 2025 to 2028 [1] Product Expansion - The company will enhance production capacity for products such as SLP, high-end HDI, and HLC [1] - The expanded production will support a wide range of applications including servers, optical communications, humanoid robots, smart vehicles, and AI edge products [1]

（文章来源：每日经济新闻） 2025年1至6月份，鹏鼎控股的营业收入构成为：印制电路板占比99.22%，其他业务占比0.78%。 鹏鼎控股（SZ 002938，收盘价：51.3元）8月19日晚间发布公告称，公司第三届第十九次董事会会议于 2025年8月19日以通讯方式召开。会议审议了《关于公司淮安园区投资计划的议案》等文件。 ...

鹏鼎控股8月19日公告，董事会审议通过在淮安园区投资合计80亿元建设淮安产业园，并同步投资建设 SLP、高阶HDI及HLC等产品产能，扩充软板产能，为AI应用市场提供全方位PCB解决方案。投资建设 期为2025年下半年至2028年。资金来源为公司自有资金，不涉及关联交易和重大资产重组，无需提交股 东会审议。 ...

Core Viewpoint - The company, Pengding Holdings, has announced an investment of 8 billion yuan to build an industrial park in Huai'an, aiming to expand its production capacity for various PCB products to cater to the AI application market [1] Investment Details - The total investment for the Huai'an industrial park is 8 billion yuan [1] - The investment period is set from the second half of 2025 to 2028 [1] - The investment will focus on increasing production capacity for SLP, high-end HDI, and HLC products [1] Strategic Goals - The investment is part of the company's strategy to capitalize on the AI trend and enhance its overall competitiveness [1] - The company aims to leverage the ONE AVARY product technology platform to accelerate its full industry chain layout for AI, covering cloud, management, and terminal aspects [1]