Core Viewpoint - Pengding Holdings reported a consolidated revenue of RMB 321,679 million for August 2025, representing a decrease of 12.46% compared to the same period last year [2] Group 1: Company Overview - Pengding Holdings is a leading electronic manufacturing service provider focused on the research, production, and sales of various electronic products [2] - The company aims to provide high-quality electronic products and services through continuous technological innovation and market expansion [2] Group 2: Financial Disclosure - The indirect controlling shareholder, Zhendin Technology Holdings Co., Ltd., is a publicly listed company in Taiwan and is required to disclose monthly revenue data according to Taiwan Stock Exchange regulations [2] - To keep A-share investors informed about its operational status, Pengding Holdings also discloses its revenue data on designated information disclosure media in the Shenzhen Stock Exchange [2] Group 3: Future Outlook - During a recent institutional survey, the company indicated that the second half of the year is its peak operating season, and its production capacity is currently at full utilization [2] - The company encourages stakeholders to pay attention to its monthly revenue announcements and periodic reports for specific operational updates [2]

Industry Overview - The PCB market is experiencing a resurgence, with significant stock price increases for companies like Shenghong Technology and Fangzheng Technology, among others [1] - AI technology is driving the PCB industry towards high-density and precision development, leading to increased demand for core equipment upgrades [1] - The global electronics industry is undergoing a new wave of technological iteration, with AI servers significantly raising performance requirements for PCB products [1] Market Growth Projections - According to Prismark, the global PCB industry is expected to reach a total output value of $73.565 billion in 2024, representing a year-on-year growth of 5.8% [2] - By 2029, the global PCB output value is projected to reach $94.661 billion, with a compound annual growth rate of approximately 5.2% from 2024 to 2029 [2] Company Developments - Companies like Guangzhou Guanghe Technology and Chongda Technology are actively engaging with well-known clients in the AI server PCB sector [3] - Shengyi Technology plans to invest approximately 1.9 billion yuan in a smart manufacturing project for high-layer count circuit boards [3] - Pengding Holdings intends to invest 8 billion yuan in the Huai'an Industrial Park to expand production capacity for SLP, high-end HDI, and HLC products [3]

证券日报网讯9月5日晚间，鹏鼎控股（002938）发布公告称，公司2025年8月合并营业收入为人民币 321，679万元，较去年同期的合并营业收入有所增长。 ...

Core Viewpoint - Pengding Holdings (Shenzhen) Co., Ltd. reported a decrease in consolidated operating revenue for August 2025, indicating a decline in business performance compared to the previous year [1] Financial Performance - The consolidated operating revenue for August 2025 was RMB 321.679 million, representing a decrease of 12.46% compared to the same month last year [1]

Group 1 - The core point of the article is that Pengding Holdings (002938) announced a decrease in consolidated operating revenue for August 2025, amounting to 3.217 billion yuan, which represents a year-on-year decline of 12.46% [1]

鹏鼎控股（深圳）股份有限公司 2025 年 8 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。 证券代码：002938 证券简称：鹏鼎控股 公告编号：2025-059 特此公告。 鹏鼎控股（深圳）股份有限公司 董 事 会 2025 年 9 月 6 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。 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 2025 年 8 月合并营业收入为人民币 321,679 万元，较去年同期的合并 营业收入减少 12.46%。 ...

鹏鼎控股（002938）(002938.SZ)披露2025年8月营业收入简报，公司2025年8月合并营业收入为32.17亿 元，较去年同期的合并营业收入减少12.46%。 ...

Core Viewpoint - Pengding Holdings (002938.SZ) reported a consolidated revenue of 3.217 billion yuan for August 2025, representing a decrease of 12.46% compared to the same period last year [1] Summary by Category - **Company Performance** - The consolidated revenue for August 2025 was 3.217 billion yuan [1] - This figure shows a decline of 12.46% from the same month in the previous year [1]

Group 1 - The company announced a consolidated revenue of 3.217 billion yuan for August 2025, representing a decrease of 12.46% compared to the same period last year [2]

Group 1 - The core viewpoint of the news is that Pengding Holdings has seen a significant increase in stock price, with a rise of 5.02% to 51.02 CNY per share, and a total market capitalization of 118.27 billion CNY [1] - The company specializes in the design, research and development, manufacturing, and sales of various printed circuit boards, with its main revenue sources being communication boards (62.70%), consumer electronics and computer boards (31.60%), automotive/server boards (4.92%), and others (0.78%) [1] Group 2 - According to data, the Shenyuan Lingxin Fund has a significant holding in Pengding Holdings, with the Shenyuan Lingxin Intelligent Driving Stock A (005825) increasing its stake by 10.58 thousand shares in the second quarter, bringing its total to 57.53 thousand shares, which constitutes 6.33% of the fund's net value [2] - The fund has achieved a year-to-date return of 43.82%, ranking 264 out of 4222 in its category, and a one-year return of 71.55%, ranking 757 out of 3795 [2] Group 3 - The fund manager of Shenyuan Lingxin Intelligent Driving Stock A is Fu Juan, who has a tenure of 13 years and 138 days, with a total fund asset size of 3.711 billion CNY and a best return of 172.37% during her tenure [3] - Co-manager Bu Zhonglin has a tenure of 325 days, managing assets of 291 million CNY, with a best return of 41% during his tenure [3]