Core Viewpoint - Pengding Holdings (002938.SZ) reported a slight decrease in consolidated operating revenue for January 2026, indicating a potential challenge in maintaining revenue growth [1] Financial Performance - The consolidated operating revenue for January 2026 was 2.701 billion yuan, which represents a decrease of 0.07% compared to the same period last year [1]

鹏鼎控股公告称，2026年1月公司合并营业收入为270,113万元，较去年同期的合并营业收入减少 0.07%。简报为初步核算数据，未经审计或审阅，最终以定期报告为准。 ...

证券代码：002938 证券简称：鹏鼎控股 公告编号：2026-007 鹏鼎控股（深圳）股份有限公司 2026 年 1 月营业收入简报 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。 本简报为初步核算数据，未经会计师事务所审计或审阅，最终数据以公司 定期报告为准，敬请投资者注意投资风险。 公司 2026 年 1 月合并营业收入为人民币 270,113 万元，较去年同期的合并 营业收入减少 0.07%。 特此公告。 鹏鼎控股（深圳）股份有限公司 董 事 会 2026 年 2 月 7 日 特别提示：鹏鼎控股(深圳)股份有限公司(以下简称"本公司"或"公司") 之间接控股股东臻鼎科技控股股份有限公司（以下简称"臻鼎科技"）为台湾 地区上市公司，臻鼎科技需按照台湾证券交易所相关规定，披露每月营业收入 数据。为使 A 股投资者能够及时了解公司的经营情况，本公司亦同步在深圳证 券交易所指定的信息披露媒体上披露本公司营业收入。 ...

深南电路涨停，中富电路涨超10%，胜宏科技、鹏鼎控股、富佳股份、生益电子、方正科技等跟涨。 (本文来自第一财经) 深南电路涨停，中富电路涨超10%，胜宏科技、鹏鼎控股、富佳股份、生益电子、方正科技等跟涨。 (本文来自第一财经) ...

华泰保兴产业升级混合发起A（021792）基金经理为尚烁徽、滕春晓。 截至发稿，尚烁徽累计任职时间8年322天，现任基金资产总规模8.47亿元，任职期间最佳基金回报 190.74%， 任职期间最差基金回报-38.16%。 滕春晓累计任职时间33天，现任基金资产总规模2451.54万元，任职期间最佳基金回报14.61%， 任职期 间最差基金回报14.58%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 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62.70%，消费电子及 计算机用板31.60%，汽车/服务器用板4.92%，其他(补充)0.78%。 从基金十大重仓股角度 数据显示，华泰 ...

Core Viewpoint - The company, Xin Guang Yi (新广益), is expanding its production capacity and aims to become a supplier for more well-known clients in the industry [1] Group 1: Client Relationships - The main clients of the company include prominent enterprises such as Peng Ding Holdings (鹏鼎控股), Weixin Electronics (维信电子), Jingwang Electronics (景旺电子), GoerTek (歌尔股份), Yijia Technology (毅嘉科技), and Jialianyi (嘉联益) [1] Group 2: Production Capacity - The company is experiencing an increase in production capacity due to the expansion of its production scale and improvements in production processes [1]

Core Viewpoint - The company, XinGuangYi, acknowledges its role as an indirect supplier to NVIDIA through its long-term clients, which include major PCB suppliers like Pengding Holdings and Jingwang Electronics [2] Group 1: Company Relationships - XinGuangYi's main clients include well-known companies such as Pengding Holdings, Weixin Electronics, Jingwang Electronics, GoerTek, Yijia Technology, and Jialianyi [2] - The company aims to expand its client base as its production capacity improves due to scale and technological advancements [2]

Core Viewpoint - Pengding Holdings positions itself as a global leader in PCB, leveraging AI to drive a second growth curve, expanding from consumer electronics to AI computing and advanced communication boards [1] Group 1: Business Expansion - The company is deeply integrated with leading consumer electronics clients and is opening new growth avenues in AI computing and high-end communication boards, with expectations for computing-related business to exceed forecasts [1] - The wholly-owned subsidiary, Qingding Precision, has successfully acquired industrial land in Huai'an to meet PCB industry investment demands, laying a solid foundation for future expansion [1] Group 2: Technological Advancements - In the optical communication sector, the company is utilizing its accumulated SLP technology from the consumer electronics field to design advanced mSAP for the 800G/1.6T optical communication domain, with ongoing development of the next-generation 3.2T optical communication solution [1] - The parent company, Zhendin, is actively developing HDI and HLC PCB products for AI servers, indicating a strong focus on AI-related PCB technology [1] Group 3: Market Outlook - Given the company's deep technical accumulation in AIPCB, proactive capacity layout, and comprehensive product matrix, the AI-PCB business is expected to accelerate in volume, maintaining a "buy" rating [1]

2月5日，鹏鼎控股盘中下跌2.07%，截至09:35，报60.46元/股，成交1.86亿元，换手率0.13%，总市值 1401.49亿元。 资金流向方面，主力资金净流出1919.06万元，特大单买入780.88万元，占比4.20%，卖出1790.70万元， 占比9.63%；大单买入3122.09万元，占比16.79%，卖出4031.32万元，占比21.68%。 鹏鼎控股今年以来股价涨19.53%，近5个交易日涨6.63%，近20日涨14.40%，近60日涨26.17%。 今年以来鹏鼎控股已经1次登上龙虎榜，最近一次登上龙虎榜为1月22日，当日龙虎榜净买入3.21亿元； 买入总计7.90亿元 ，占总成交额比24.89%；卖出总计4.68亿元 ，占总成交额比14.77%。 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62.70%，消费电子及 计算机用板31.60%，汽车/服务器用板4. ...

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [7] Core Insights - The company is positioned as a global leader in PCB supply, expanding from consumer electronics into AI computing and advanced communication boards, with potential for exceeding expectations in computing-related business [1] - The company is accelerating its investment in AI PCB capacity, targeting high-potential markets such as servers, AI edge devices, and low-orbit satellites, with significant investments in Thailand and other locations to strengthen its global product matrix [2] - The company continues to demonstrate technical advantages by developing advanced HDI products suitable for GPUs and high-speed transmission interfaces, leveraging its SLP technology for optical communication applications [3] - The parent company is increasing investments in AI server PCB products, with plans to expand production capacity in multiple factories, leading to a significant expected increase in related revenues in 2026 [4] - Revenue forecasts for 2025-2027 are projected at 415.92 billion, 490.54 billion, and 580.14 billion yuan, with year-on-year growth rates of 18.4%, 17.9%, and 18.3% respectively; net profit is expected to reach 45.98 billion, 55.76 billion, and 72.44 billion yuan, with growth rates of 27.0%, 21.3%, and 29.9% [5] Financial Summary - The company's projected revenue for 2025 is 415.92 billion yuan, with a year-on-year growth of 18.36%; net profit is expected to be 4,597.79 million yuan, reflecting a growth of 27.00% [12] - Earnings per share (EPS) are forecasted to be 1.98 yuan in 2025, with a price-to-earnings (P/E) ratio of 31.13 [12]