Core Insights - The 2025 Investment and Economic Trade Conference in Huai'an aims to enhance the integration of industrial, supply, and innovation chains, gathering over 300 guests including industry leaders and entrepreneurial talents [1] - Huai'an is focusing on the "353" strategic emerging industries, emphasizing the development of leading enterprises and enhancing the industrial ecosystem [1][3] - The city is actively improving its business environment to attract investments, with initiatives to lower logistics costs and streamline project approvals [4][5] Group 1: Investment and Economic Development - The total investment in the high-end intelligent manufacturing project by Pengding Holdings in Huai'an is 8 billion yuan, with cumulative investments reaching 27 billion yuan since 2006 [2] - The annual output value of Pengding Holdings has increased from 10 million yuan to over 15 billion yuan, establishing it as an industry leader [2] - Huai'an has established partnerships with various organizations and enterprises to enhance its investment attraction strategies [2] Group 2: Industrial Growth and Innovation - Huai'an is focusing on both major projects and small, innovative technology projects, with over 500 small technology projects introduced in the last three years [3] - The city has seen the completion of over 150 high-tech industrial projects, enhancing the resilience and speed of its leading industries [3] - The establishment of high-energy platforms and research centers is promoting innovation and collaboration between academia and industry [7] Group 3: Business Environment and Support - Huai'an is committed to creating a "four best" business environment, characterized by the lowest logistics and factor costs, optimal service conditions, and the highest efficiency [4] - The manufacturing loan balance in Huai'an reached 76.341 billion yuan, reflecting a year-on-year growth of 19.5% [4] - The city has implemented a "parallel review + deficiency handling" model, facilitating the rapid commencement of major industrial projects [4] Group 4: Talent and Knowledge Integration - Huai'an is enhancing its talent pool through initiatives like the "Huai Shang Ying Cai Plan," which connects industry leaders with technological experts [6] - The establishment of a strategic consulting expert committee supports decision-making for industrial innovation [6] - The city is fostering a dual-directional approach to talent and industry integration, promoting high-quality development [7]

Core Points - Pengding Holdings (002938) announced the release of the first restricted stock incentive plan for 2024, allowing 375 eligible participants to unlock a total of 2.611412 million shares, which represents 0.1127% of the company's total share capital [1] Summary by Category - **Incentive Plan Details** - The company has 375 eligible participants for the restricted stock incentive plan [1] - A total of 2.611412 million shares will be released, accounting for 0.1127% of the total share capital [1] - The shares will be available for trading starting from October 16, 2025 [1]

1、本次符合解除限售条件的激励对象共计 375 名，可解除限售的限制性股 票数量 261.1412 万股，占公司目前总股本的 0.1127%。 2、本次解除限售的限制性股票上市流通日期：2025 年 10 月 16 日。 鹏鼎控股（深圳）股份有限公司（以下简称"公司"） 于 2025 年 8 月 12 日召开了第三届董事会第十八次会议，审议通过了《关于公司 2024 年限制性股 票激励计划第一个解除限售期解除限售条件部分成就的议案》（具体详见公司于 2025 年 8 月 13 日披露在《证券时报》、《上海证券报》和巨潮资讯网 （www.cninfo.com.cn）的鹏鼎控股《关于公司 2024 年限制性股票激励计划第一 个解除限售期解除限售条件部分成就的公告》（公告编号：2025-051））。鉴于 公司 2024 年限制性股票激励计划（以下简称"本次激励计划"）第一个解除限 售期解除限售条件部分成就，根据公司 2024 年第一次临时股东大会的授权，公 司按照规定为本次符合解除限售条件的激励对象办理第一个解除限售期解除限 售相关事宜。现将相关事项公告如下： 一、本次激励计划已履行的相关审批程序 证券代码：002 ...

从资金流向上来看，当日元件板块主力资金净流出22.07亿元，游资资金净流入5.94亿元，散户资金净流 入16.13亿元。元件板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300408 | 三环集团 | 3.59亿 | 8.60% | -3294.28万 | -0.79% | -3.26 Z | -7.81% | | 002636 金安国纪 | | 1.95 亿 | 48.68% | -9016.06万 | -22.54% | -1.05 Z | -26.14% | | 688519 南亚新材 | | 7585.71万 | 12.58% | -1785.81万 | -2.96% | -5799.90万 | -9.62% | | 600183 生益科技 | | 7056.96万 | 2.02% | -2375.99万 | -0.68% | -4680.96万 | -1.34% | | 300 ...

每经AI快讯，10月14日，A股PCB板块震荡走弱，江南新材触及跌停，深南电路、杭电股份、东山精 密、鹏鼎控股、兴森科技、沪电股份等跟跌。 （文章来源：每日经济新闻） ...

截至10月13日收盘，同花顺果指数概念下跌3.67%，位居概念板块跌幅榜前列，板块内，闻泰科技跌 停，歌尔股份、蓝思科技、鹏鼎控股等跌幅居前。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 稀土永磁 | 6.92 | 同花顺果指数 | -3.67 | | 兵装重组概念 | 3.51 | 短剧游戏 | -2.02 | | 光刻机 | 3.20 | 减速器 | -2.01 | | 国家大基金持股 | 3.18 | AI PC | -1.89 | | 中芯国际概念 | 3.03 | 汽车热管理 | -1.86 | | 2025三季报预增 | 2.98 | 小米汽车 | -1.80 | | 金属钴 | 2.91 | 同花顺出海50 | -1.73 | | 超导概念 | 2.87 | Sora概念(文生视频) | -1.68 | | 金属铅 | 2.83 | POE胶膜 | -1.66 | | 光刻胶 | 2.76 | 青蒿素 | -1.61 | 资金面上看，今日同花顺果指数概念板块获主力资金净流出39.04亿元，其 ...

Core Viewpoint - The A-share market saw a collective decline in Apple concept stocks, with significant drops in several key companies, indicating a bearish trend in this sector [1]. Group 1: Stock Performance - Wenti Technology (闻泰科技) experienced a limit down of 10%, with a total market value of 52.1 billion and a year-to-date increase of 7.86% [2]. - GoerTek (歌尔股份) fell by 6.8%, holding a market capitalization of 117 billion and a year-to-date increase of 30.44% [2]. - Tonglian Precision (统联精密) decreased by 5.4%, with a market value of 8.845 billion and a remarkable year-to-date increase of 176.3% [2]. - Lens Technology (蓝思科技) dropped by 5.24%, with a market capitalization of 159.7 billion and a year-to-date increase of 40.59% [2]. - Pengding Holdings (鹏鼎控股) saw a decline of 5.23%, with a market value of 119 billion and a year-to-date increase of 45.38% [2]. - Luxshare Precision (立讯精密) fell by 5.02%, with a market capitalization of 420.5 billion and a year-to-date increase of 42.48% [2]. - Other notable declines include Blue Special Optics (蓝特光学) down 5.01%, and Liying Intelligent Manufacturing (领益智造) down 4.61% [2]. Group 2: Market Trends - The overall trend in the Apple concept stock sector reflects a significant bearish sentiment, with multiple companies experiencing declines exceeding 4% [1]. - The MACD golden cross signal formation suggests potential upward momentum for some stocks, despite the current downturn [2].

Group 1 - Jieqiang Equipment has completed the acquisition of 51% stake in Shandong Carbon Seeking, which will now be included in the company's consolidated financial statements [1] - Tonghua Dongbao's insulin injection product has received marketing approval in Myanmar for diabetes treatment [1] - New Light Optoelectronics' actual controller plans to increase shareholding by 5 to 10 million yuan within six months [2] Group 2 - Far East Holdings received contracts worth 1.769 billion yuan in September [3] - Poly Developments reported a 1.84% decrease in signed sales amount in September, totaling 20.531 billion yuan [4] - ST Nuotai expects a net profit increase of 5.62% to 13.74% for Q3 2025 [7] Group 3 - Chongqing Port's controlling shareholder plans to merge with another entity, changing the controlling shareholder to Chongqing Logistics Group [9] - New Energy Company reported a 28.21% increase in cumulative power generation from January to September [11] - Dashiang Co. announced the resignation of its chairman due to personal reasons [12] Group 4 - Liao Port Co. announced the resignation of a non-executive director due to work changes [13] - Zhongzai Resources received a government subsidy of 5.33 million yuan, accounting for 23.72% of its audited net profit for 2024 [14] - Xiaoming Co. reported a sales revenue of 66.15 million yuan from chicken products in September [15] Group 5 - Tianyi Co. signed a framework contract worth 23.50 million yuan for e-business network terminal production [16] - Jingu Co. signed a strategic cooperation agreement with Ninebot Technology for lightweight materials [18] - Tianbang Foods reported a sales revenue of 634 million yuan from commodity pigs in September [20] Group 6 - Shaanxi Energy's subsidiary received an administrative penalty for safety violations, resulting in a fine of 940,000 yuan [22] - North Bay Port reported a 9% increase in cargo throughput in September [23] - Tangrenshen reported a sales revenue of 639 million yuan from pig sales in September [24] Group 7 - Dabeinong reported a sales revenue of 541 million yuan from pig sales in September [25] - Jiukang Bio obtained four medical device registration certificates [26] - Canan Co. invested 90 million yuan in structured deposits with a bank [27] Group 8 - Zhuhai Port reported a 5.44% decrease in cargo throughput in Q3 [28] - Jinli Yongmag expects a net profit increase of 157% to 179% for the first three quarters [29] - Huamao Logistics' controlling shareholder plans to increase shareholding by 64.5 to 129 million yuan [30] Group 9 - Dongjie Intelligent signed a 50 million yuan contract for intelligent warehousing in the steel industry [31] - Sais Technology signed a cooperation framework agreement with Volcano Engine for intelligent robotics [32] - Huadong Pharmaceutical's subsidiary received approval for clinical trials of a new drug targeting advanced solid tumors [34] Group 10 - TCL Technology completed the acquisition of 80% and 100% stakes in LG Display's subsidiaries for 11.088 billion yuan [34] - Shuangliang Energy won a 419 million yuan EPC project for cooling systems [36] - Ruina Intelligent announced plans for shareholders to reduce their stakes by up to 1.18% [38] Group 11 - Baodi Mining announced plans for shareholders to reduce their stakes by up to 5.45% [40] - Xinyi Technology's shareholders set the transfer price for shares at 328 yuan each [42] - Sunshine Power submitted an application for H-share listing on the Hong Kong Stock Exchange [44] Group 12 - Qisheng Technology's controlling shareholder plans to reduce their stake by up to 3.09% [46] - Wu Ming Kangde sold 30.3 million shares of Wu Ming He Lian through block trading [48] - Qiaoyin Co. announced plans for shareholders to reduce their stakes by up to 6% [49] Group 13 - Muyuan Foods reported a sales revenue of 9.066 billion yuan from commodity pigs in September [51] - Huawang Technology's shareholders plan to reduce their stakes by up to 1.1% [53] - Huaxin Xinchuang received a project notification from Lantu Automotive for display components [54] Group 14 - China Merchants Shekou reported a signed sales amount of 16.698 billion yuan in September [55] - Shao Neng Co. received approval for an antitrust review regarding a share acquisition [57] - Pengding Holdings reported a 6.21% increase in consolidated revenue in September [58] Group 15 - Ganfeng Lithium is advancing its solid-state battery commercialization and strategic investment in the energy storage sector [59]

Group 1 - The Tonghuashun Fruit Index concept fell by 4.64%, ranking among the top declines in concept sectors, with stocks like GoerTek, Changying Precision, and Huaxin Electronics leading the declines [1] - The main capital outflow from the Tonghuashun Fruit Index concept was 8.627 billion yuan, with 13 stocks experiencing net outflows, and 8 stocks seeing outflows exceeding 1 billion yuan [1] - The stock with the highest net outflow was Luxshare Precision, with a net outflow of 2.803 billion yuan, followed by Changying Precision and Lingyi iTech with net outflows of 1.151 billion yuan and 1.113 billion yuan respectively [1] Group 2 - The top inflow stocks included Zhongshi Technology, Dongshan Precision, and BOE A, with net inflows of 73.6559 million yuan, 60.1587 million yuan, and 57.2405 million yuan respectively [2] - The stocks with the highest capital outflow included Luxshare Precision (-6.89%), Changying Precision (-9.22%), and Lingyi iTech (-6.64%) [2] - The overall market sentiment reflected a significant outflow of funds from the Tonghuashun Fruit Index concept, indicating potential investor caution in this sector [1][2]

二、董事会会议审议情况 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002938 证券简称：鹏鼎控股 公告编号：2025-060 鹏鼎控股(深圳)股份有限公司 第三届董事会第二十次会议决议公告 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。 一、董事会会议召开情况 鹏鼎控股（深圳）股份有限公司（以下简称"公司"）第三届董事会第二十次会议于2025年10月9日以通 讯方式召开，相关会议通知及会议资料已于2025年10月7日以电子邮件方式向公司全体董事发出，本次 会议应出席董事9人，实际出席董事9人，本次会议由董事长沈庆芳先生主持。会议的召开符合《中华人 民共和国公司法》、《鹏鼎控股（深圳）股份有限公司章程》和《鹏鼎控股（深圳）股份有限公司董事 会议事规则》的有关规定。 本次会议经过充分讨论，经董事以记名投票方式表决，审议通过《关于子公司申请银行授信额度的议 案》； 表决结果：9票赞成，0票反对，0票弃权。 以上议案具体内容详见同日刊登在《证券时报》、《上海证券报》及巨潮资讯网 （www.cninfo.com.cn）的鹏鼎控股《关于子公司申请银行授 ...