（文章来源：证券日报） 证券日报网讯鹏鼎控股9月18日在互动平台回答投资者提问时表示，涉及披露的对外业务合作请以公司 公告和披露信息为准，公司将按照相关规定履行信息披露义务。 ...

Market Performance - The Tonghuashun Fruit Index concept rose by 0.69%, ranking 8th among concept sectors, with 9 stocks increasing in value, including Wentai Technology, Changying Precision, and Industrial Fulian, which rose by 9.60%, 9.04%, and 5.30% respectively [1] - The leading decliners included Lingyi Technology, Dongshan Precision, and Desay Battery, which fell by 3.27%, 3.03%, and 3.00% respectively [1] Concept Sector Overview - The top-performing concept sectors today included F5G concept (+1.45%), Co-packaged Optics (CPO) (+1.35%), and Copper Cable High-Speed Connection (+1.27%), while the worst performers were Lead Metal (-3.94%), Zinc Metal (-3.88%), and Gold Concept (-3.08%) [2] - The Tonghuashun Fruit Index concept experienced a net outflow of 338 million yuan, with 10 stocks seeing net inflows, and 6 stocks receiving over 100 million yuan in net inflows [2] Fund Flow Analysis - The stocks with the highest net inflow ratios included Wentai Technology (6.21%), Industrial Fulian (4.27%), and Saiteng Co. (4.00%) [3] - Industrial Fulian led the net inflow with 867.34 million yuan, followed by Wentai Technology and Changying Precision with net inflows of 360.55 million yuan and 331.81 million yuan respectively [3][4]

Group 1 - The core viewpoint of the news is that Pengding Holdings experienced a stock price increase of 5.13% on September 18, reaching a price of 56.34 CNY per share, with a trading volume of 1.374 billion CNY and a turnover rate of 1.09%, resulting in a total market capitalization of 130.599 billion CNY [1] - Pengding Holdings, established on April 29, 1999, and listed on September 18, 2018, primarily engages in the design, research and development, manufacturing, and sales of various printed circuit boards. The revenue composition is as follows: 62.70% from communication boards, 31.60% from consumer electronics and computer boards, 4.92% from automotive/server boards, and 0.78% from other sources [1] Group 2 - Among the top ten circulating shareholders of Pengding Holdings, Huatai-PB Fund's Huatai-PB CSI 300 ETF (510300) increased its holdings by 993,500 shares in the second quarter, bringing its total to 12.4276 million shares, which accounts for 0.54% of the circulating shares. The estimated floating profit today is approximately 34.176 million CNY [2] - The Huatai-PB CSI 300 ETF (510300), managed by Liu Jun, was established on May 4, 2012, and currently has a total asset size of 374.704 billion CNY. Year-to-date returns are 18.19%, ranking 2916 out of 4222 in its category; one-year returns are 47.33%, ranking 2296 out of 3804; and since inception, the return is 111.48% [2][3]

南方科技创新混合A（007340）成立日期2019年5月6日，最新规模11.13亿。今年以来收益34.19%，同 类排名2407/8172；近一年收益61.59%，同类排名2307/7980；成立以来收益150.15%。 南方科技创新混合A（007340）基金经理为王博。 截至发稿，王博累计任职时间5年314天，现任基金资产总规模47.63亿元，任职期间最佳基金回报 88.62%， 任职期间最差基金回报-45.17%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，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。 9月18日，鹏鼎控股涨5.13%，截至发稿，报56.34元/股，成交13.74亿元，换手率1.09%，总市值1305.99 亿元。 资料显示，鹏鼎控股(深圳)股份有限公司位于广东省深圳市宝安区新安街道海滨社区海秀路2038号鹏鼎 时代大厦A座27层，成立日期1999年4月29日，上市日期2018年9月18日，公司主营业务涉及主要从事各 类印制电路板的设计、研发、制造与销售业务。主营业务收入构成为：通讯用板62 ...

Group 1 - The core viewpoint of the news is that Pengding Holdings experienced a stock price increase of 5.13% on September 18, reaching a price of 56.34 CNY per share, with a trading volume of 1.374 billion CNY and a turnover rate of 1.09%, resulting in a total market capitalization of 130.599 billion CNY [1] - Pengding Holdings, established on April 29, 1999, and listed on September 18, 2018, primarily engages in the design, research and development, manufacturing, and sales of various printed circuit boards. The revenue composition includes 62.70% from communication boards, 31.60% from consumer electronics and computer boards, 4.92% from automotive/server boards, and 0.78% from other sources [1] Group 2 - From the perspective of fund holdings, one fund under Anxin Fund has a significant position in Pengding Holdings. The Anxin Shenzhen Technology Index (LOF) A (167506) held 175,600 shares in the second quarter, accounting for 3.74% of the fund's net value, ranking as the ninth largest holding. The estimated floating profit today is approximately 482,900 CNY [2] - The Anxin Shenzhen Technology Index (LOF) A (167506) was established on December 6, 2019, with a current scale of 104 million CNY. Year-to-date returns are 50.07%, ranking 501 out of 4222 in its category; the one-year return is 131.36%, ranking 104 out of 3804; and since inception, the return is 79.44% [2]

Core Viewpoint - Pengding Holdings experienced a 2.00% decline in stock price on September 17, 2023, with a current price of 52.91 CNY per share and a total market capitalization of 122.648 billion CNY [1] Financial Performance - For the first half of 2025, Pengding Holdings achieved a revenue of 16.375 billion CNY, representing a year-on-year growth of 24.75%, and a net profit attributable to shareholders of 1.233 billion CNY, up 57.22% year-on-year [2] - The company has distributed a total of 9.725 billion CNY in dividends since its A-share listing, with 5.097 billion CNY distributed over the past three years [3] Stock Market Activity - As of September 17, 2023, the stock has increased by 49.13% year-to-date, with a 2.54% increase over the last five trading days, a 0.71% decrease over the last 20 days, and a 73.02% increase over the last 60 days [1] - The stock has appeared on the "龙虎榜" (a list of stocks with significant trading activity) four times this year, with the most recent appearance on July 30 [1] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 30.88% to 61,500, while the average number of circulating shares per person decreased by 23.59% to 37,502 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder, holding 47.8062 million shares, a decrease of 847,100 shares from the previous period [3]

Group 1: Key Insights on Macro Economy - In August, industrial added value and retail sales growth rates fell below expectations, with industrial added value growing by 5.2% year-on-year, and retail sales increasing by 3.4% year-on-year [6][8][9] - Fixed asset investment growth for January to August was only 0.5%, with private investment declining by 2.3% [7][9] - The report highlights the need for macro policies to stabilize growth, particularly in light of external uncertainties and domestic climate factors [6][9] Group 2: Real Estate Industry Analysis - In August, new home prices in 70 major cities fell by 0.3% month-on-month, while second-hand home prices decreased by 0.6% [10][11] - The sales area for residential properties in August was 57.44 million square meters, down 10.6% year-on-year, marking the lowest level since 2009 [17][18] - Real estate development investment in August was 672.9 billion yuan, a year-on-year decline of 19.5%, with new construction area down 20.3% [17][20] Group 3: Transportation Sector Insights - SF Holding reported a revenue of 146.858 billion yuan for the first half of 2025, a year-on-year increase of 9.26%, with net profit rising by 19.37% [25][26] - The company’s express logistics segment grew by 10.4%, while supply chain and international segments increased by 9.7% [27]

Core Viewpoint - The article highlights the significant role of listed companies in China's economic development during the "14th Five-Year Plan" period, emphasizing innovation as a key driver for high-quality growth [1]. Group 1: Company Overview - Pengding Holdings, established in April 1999 and listed in September 2018, is recognized as the global leader in the PCB industry, maintaining its top position for eight consecutive years from 2017 to 2024 [2]. - In the first half of this year, Pengding Holdings achieved a revenue of 16.375 billion yuan, representing a year-on-year growth of 24.75%, and a net profit of 1.233 billion yuan, up 57.22% [2]. Group 2: Research and Development - The company has invested over 8.597 billion yuan in R&D from 2021 to the first half of 2025, with 1.072 billion yuan allocated in the first half of this year [4]. - As of June 30, 2025, Pengding Holdings has applied for 2,732 patents, with 1,525 granted, and was recognized as a "National Enterprise Technology Center" in 2023 [4]. Group 3: Product and Market Position - Pengding Holdings offers a diverse range of PCB products, including FPC, SMA, SLP, HDI, RPCB, and Rigid Flex, with a global market share of over 30% in the FPC sector, making it the largest FPC manufacturer worldwide [3]. Group 4: Future Outlook and Investments - The company plans to exceed 10 billion yuan in R&D investments during the "14th Five-Year Plan" period, focusing on AI servers, optical modules, and AI edge products [5]. - Pengding Holdings is investing a total of 8 billion yuan in its Huai'an park for high-end HDI and SLP projects, with production expected to ramp up during peak seasons [5]. Group 5: Digital Transformation and Sustainability - Since 2019, the company has been implementing smart factory planning, aiming for intelligent manufacturing and digital transformation, with 13 smart factories established by the end of 2024 [7]. - In 2024, Pengding Holdings' environmental investment exceeded 80 million yuan, with operational costs around 260 million yuan, achieving a carbon reduction of 579,139 tons, equivalent to a 62% decrease in total carbon emissions [8]. Group 6: Shareholder Returns - Since its listing in 2018, Pengding Holdings has distributed over 9.7 billion yuan in dividends, reflecting its strong financial health and commitment to shareholder value [9].

Core Viewpoint - The company, Pengding Holdings (002938), is actively advancing its research and marketization of automotive PCB products in response to the growing trends of electrification, intelligence, and connectivity in the automotive sector [1] Group 1: Product Offerings - The company supplies various products in the automotive field, including battery management systems (BMS) boards, intelligent driving and cockpit domain controller boards, radar module boards, and camera module boards [1] Group 2: Market Position and Collaborations - The company is accelerating its development of automotive PCB products and has established comprehensive collaborations with several domestic Tier 1 manufacturers [1] - The company has successfully passed certifications from international Tier 1 clients, enhancing its product line in the autonomous driving sector [1] Group 3: Industry Trends - The company is becoming an important player in the smart automotive PCB market due to its continuous breakthroughs in automotive PCB technology [1]

Group 1 - The core viewpoint of the news is that Pengding Holdings has shown significant stock price growth and strong financial performance in recent months, indicating a positive market sentiment towards the company [2][3]. - As of September 12, the stock price of Pengding Holdings increased by 2.18% to 58.00 CNY per share, with a total market capitalization of 134.447 billion CNY [1]. - Year-to-date, the stock price has risen by 63.47%, with notable increases of 12.51% in the last five trading days and 92.05% over the past 60 days [2]. Group 2 - The company reported a revenue of 16.375 billion CNY for the first half of 2025, reflecting a year-on-year growth of 24.75%, and a net profit of 1.233 billion CNY, which is a 57.22% increase compared to the previous year [2]. - The main business segments of Pengding Holdings include communication boards (62.70% of revenue), consumer electronics and computer boards (31.60%), automotive/server boards (4.92%), and others (0.78%) [2]. - The company has distributed a total of 9.725 billion CNY in dividends since its A-share listing, with 5.097 billion CNY distributed in the last three years [3]. Group 3 - As of June 30, 2025, the number of shareholders increased by 30.88% to 61,500, while the average number of circulating shares per person decreased by 23.59% to 37,502 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited being the third-largest shareholder, holding 47.8062 million shares [3].