Group 1 - The core point of the article is that Pengding Holdings (002938) announced a consolidated revenue of RMB 2.598 billion for May 2025, representing a 22.43% increase compared to the same period last year [1]

Company Overview - Pengding Holdings (002938) received a profit distribution of 1.5 billion yuan from its subsidiary Hongqisheng Precision Electronics for the year 2024, which will increase the parent company's net profit for 2025 but will not affect the consolidated net profit of the listed company for 2025 [1] - Hongqisheng has consistently distributed profits to Pengding Holdings, with amounts increasing over the years: 500 million yuan in 2021, 600 million yuan in 2022, 1.5 billion yuan in 2023, and 2 billion yuan in 2024 [1] - In 2024, Pengding Holdings achieved operating revenue of 35.14 billion yuan and a net profit attributable to the parent company of 3.62 billion yuan, representing a year-on-year growth of approximately 10% [2] Business Performance - The gross profit margin for Pengding Holdings in 2024 was 20.8%, with significant growth in revenue from automotive and server boards, which reached 1.025 billion yuan, a year-on-year increase of 90.34% [2] - The company has established comprehensive cooperation with several domestic Tier 1 manufacturers and successfully passed certifications from international Tier 1 clients, leading to mass production of radar computing boards and domain control boards [2] - AI technology has become a key growth driver for the company, with expectations that AI-related business revenue will exceed 70% in the near future [3] Production Capacity and Investment - Pengding Holdings is expanding its production capacity with several projects, including a high-end soft board project in Kaohsiung, a high-level HDI and SLP project in Huai'an, and an automotive and server-related hard board project in Thailand [3] - The company plans to invest 5 billion yuan in capital expenditures in 2025, focusing on high-value-added products and digital transformation projects [3] - The overall PCB market is projected to reach a value of 73.565 billion USD in 2024, with a year-on-year growth of 5.8%, indicating a recovery point for the industry [3] Industry Outlook - The PCB industry is expected to experience structural upgrades driven by the penetration of AI technology into terminal devices, with global PCB market value projected to grow at a compound annual growth rate of 4.8% from 2025 to 2029, exceeding 94 billion USD by 2029 [4]

鹏鼎控股(深圳)股份有限公司（以下简称"公司"）于 2025 年 6 月 3 日收 到全资子公司宏启胜精密电子（秦皇岛）有限公司 2024 年度利润分配款人民币 1,500,000,000.00 元。 本次分红将增加母公司 2025 年度净利润，但不增加公司 2025 年度合并报表 净利润，不会影响公司 2025 年度整体经营业绩，敬请广大投资者注意投资风险。 特此公告。 鹏鼎控股（深圳）股份有限公司 董 事 会 证券代码：002938 证券简称：鹏鼎控股 公告编号：2025-036 鹏鼎控股（深圳）股份有限公司 关于收到全资子公司利润分配款的公告 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。 2025 年 6 月 4 日 ...

Group 1 - The company announced that it received a profit distribution of 1.5 billion RMB from its wholly-owned subsidiary, Hongqi Sheng Precision Electronics Co., Ltd., for the fiscal year 2024 [1] - This dividend will increase the net profit of the parent company for the fiscal year 2025, but it will not affect the consolidated net profit of the company for the same year [1] - The overall operating performance of the company for the fiscal year 2025 will remain unaffected by this distribution [1]

证券代码：002938 证券简称：鹏鼎控股 公告编号：2025-035 礼鼎半导体为因应《公司法》规定与考虑未来资金运用计划，进行定向减资， 减去部分股东未实缴之出资，将公司认缴注册资本总额由 17,846.4543 万美元 变更为 11,013.121 万美元，股东 Monterey Park Finance Limited 的认购出资额 由 13,000 万美元变更为 6,166.6667 万美元。变更前后，股东出资情况如下： | | 股东名称 | 变更前 | | 变更后 | | | --- | --- | --- | --- | --- | --- | | | | 认缴出资额 | 出资比例 | 认缴出资额 | 出资比例 | | | | (美元) | | (美元) | | | 1 | Monterey Park Finance Limited | 13,000 万 | 72.84% | 6,166.6667 万 | 55.99% | | 2 | 硕沅有限公司 | 865.6405 万 | 4.85% | 865.6405 万 | 7.86% | | 3 | 沂瑞有限公司 | 451 万 | 2.53% | ...

（原标题：AI PC概念下跌1.31%，6股主力资金净流出超3000万元） 截至5月27日收盘，AI PC概念下跌1.31%，位居概念板块跌幅榜前列，板块内，思泉新材、德明利、龙 旗科技等跌幅居前，股价上涨的有4只，涨幅居前的有中国长城、格灵深瞳、豪鹏科技等，分别上涨 7.84%、2.36%、2.14%。 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 草甘膦 | 6.09 | 同花顺果指数 | -1.47 | | 乳业 | 3.55 | 中国AI 50 | -1.38 | | 供销社 | 2.72 | WiFi 6 | -1.35 | | NMN概念 | 2.72 | F5G概念 | -1.34 | | 培育钻石 | 2.34 | AI PC | -1.31 | | 毛发医疗 | 2.20 | 共封装光学(CPO) | -1.27 | | 代糖概念 | 2.20 | 英伟达概念 | -1.26 | | 幽门螺杆菌概念 | 2.18 | AI手机 | -1.25 | | 农业种植 | 2.11 | PEEK材料 | -1.23 | | ...

Investment Rating - The investment rating for the company is "Buy" (maintained) with a target price of 33.63 CNY [1][5] Core Views - The company is expected to benefit from the AI industry trends and is actively upgrading its production capacity to meet the growing demand for high-end HDI and SLP products [4][9] - The revenue for 2024 is projected to be 35.14 billion CNY, representing a year-on-year growth of 9.6%, while the net profit attributable to the parent company is expected to reach 3.62 billion CNY, a growth of 10.1% [9] - The company is focusing on expanding its market share in the AI edge PCB market and has seen significant growth in its automotive and server PCB segments [9] Financial Forecasts - The company’s earnings per share (EPS) are forecasted to be 1.77 CNY, 2.15 CNY, and 2.44 CNY for the years 2025, 2026, and 2027 respectively [5][13] - Revenue is expected to grow from 32.07 billion CNY in 2023 to 50.54 billion CNY by 2027, with a compound annual growth rate (CAGR) of approximately 12.9% [7] - The gross margin is projected to improve slightly from 21.3% in 2023 to 22.4% in 2027 [7] Business Segments - The company’s communication PCB business is expected to generate 24.24 billion CNY in revenue in 2024, a growth of 3.08%, while the consumer electronics and computer PCB business is projected to reach 9.75 billion CNY, growing by 22.3% [9] - The automotive and server PCB segments have shown substantial growth, with a revenue increase of 90.34% in 2024, reaching 1.025 billion CNY [9] Capital Expenditure - The company plans to invest 5 billion CNY in capital expenditures in 2025 to support its production capacity upgrades and global expansion [9]

Group 1 - The company has a high export ratio but does not have direct sales to the US [1] - Products are delivered to domestic and Asian downstream assembly plants, with minimal direct procurement from the US [1] - Current tariff events have no direct impact on the company [1]

转自：新华财经 新华财经北京5月25日电（记者沈寅飞）日前，2024年度"中联上市公司价值100"（以下简称"中联百 强"）榜单出炉。该榜单由中联企业管理集团有关专家组成的上市公司业绩评价课题组推出，至今已是 连续第24年发布。同期还首次发布了"中国人工智能产业分析报告""数据资产上市公司分析报告"及有关 民营上市公司的分析评价等。 据介绍，此次榜单凸显"先进制造与AI创新赋能新质生产力""民营企业高质量发展""培育壮大新型消 费"等亮点。从综合评价来看， 云铝股份以综合得分91.59获得第一，华利集团、北新建材、中远海控等 上市公司紧随其后。 2024年度中联百强中，制造业以67家上市公司持续保持领先，其中先进科技制造企业明显增多，集中在 新能源、半导体与AI硬件、电子制造、创新药与医疗器械等领域，形成一批高增长潜力股。如在新能 源领域，以比亚迪、赛力斯为代表的电动车企和以阳光电源、德业股份为代表的光伏与储能企业实现快 速增长，并达到中国品牌出海新高度。在创新药与医疗领域，百利天恒首款国产SL-B01D1 （EGFR/HER3双抗）进入临床III期，惠泰医疗等上市公司加快医疗设备国产替代进程。在电子制造、 ...

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