证券代码：002938 证券简称：鹏鼎控股 公告编号：2025-044 2025 年 7 月 8 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 6 月合并营业收入为人民币 288,835 万元，较去年同期的合并 营业收入增加 36.43%。 特此公告。 鹏鼎控股（深圳）股份有限公司 董 事 会 鹏鼎控股（深圳）股份有限公司 2025 年 6 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。 ...

鹏鼎控股（002938）公告，公司2025年6月合并营业收入为人民币28.88亿元，较去年同期增加36.43%。 ...

Core Viewpoint - The A-share PCB concept continues to rise, with several companies showing significant stock performance, indicating a positive trend in the industry [1] Group 1: Company Performance - Jin'an Guoji has achieved a three-day consecutive increase in stock price [1] - Honghe Technology has seen its stock rise three times in five days [1] - Defu Technology and Tongguan Copper Foil have both increased by over 10% [1] - Pengding Holdings, Lianrui New Materials, Zhongying Technology, and International Composite Materials are among the top gainers in the market [1]

Group 1 - The PCB industry is experiencing active investments, with companies like Shiyun Circuit and Shenghong Technology making strategic moves to enhance their competitive advantages [1][2] - Shiyun Circuit plans to acquire 7.759 million shares of Lail Technology for a total price of 153 million yuan, representing 5% of Lail Technology's total equity, to promote strategic cooperation in various high-tech fields [1] - Shenghong Technology is increasing its investment in its Thai subsidiary by 250 million USD to optimize capacity layout and enhance supply chain stability, which is expected to positively impact its main business [2] Group 2 - Pengding Holdings is also actively investing, with a projected capital expenditure of 5 billion yuan for 2025, focusing on high-end HDI and advanced SLP manufacturing projects, digital transformation, and production capacity expansion [3] - The PCB industry in China has become a global production center, showing rapid development, especially in high-value products, with increasing competitive advantages for domestic companies [3] - The investments in the PCB sector are aimed at vertical and horizontal expansion of the industry chain, allowing companies to better seize new opportunities brought by technological advancements like AI [3]

Index Performance - The CSI A500 Index increased by 1.32% this week, closing at 4662.51 points on July 4 [4] - The average daily trading volume for the week was 18341.42 billion yuan, with a week-on-week decrease of 9.22% [4] Top Performing Stocks - The top ten stocks with the highest gains this week included: 1. Tian Shou Pharmaceutical (600521.SH) with a gain of 23.34% 2. Daqian Energy (688303.SH) with a gain of 22.18% 3. Junshi Biosciences (688180.SH) with a gain of 18.93% 4. Lepu Medical (300003.SZ) with a gain of 17.99% 5. Giant Network (002558.SZ) with a gain of 17.42% 6. Tongwei Co., Ltd. (600438.SH) with a gain of 17.32% 7. Hualing Steel (000932.SZ) with a gain of 15.37% 8. Pengding Holdings (002938.SZ) with a gain of 14.57% 9. Shenzhou Taiyue (300002.SZ) with a gain of 13.70% 10. Dongshan Precision (002384.SZ) with a gain of 13.36% [3] Underperforming Stocks - The ten stocks with the largest declines this week included: 1. Hengxuan Technology (688608.SH) with a loss of 33.40% 2. Huazhi Shihua (688120.SH) with a loss of 32.34% 3. Northern Huachuang (002371.SZ) with a loss of 22.87% 4. Weining Health (300253.SZ) with a loss of 8.77% 5. China Eastern Airlines (600115.SH) with a loss of 7.07% 6. Xingyuan Material (300568.SZ) with a loss of 6.99% 7. Cambricon Technologies (688256.SH) with a loss of 6.50% 8. Beiyi Innovation (603986.SH) with a loss of 5.93% 9. Jixiang Airlines (603885.SH) with a loss of 5.84% 10. New Zhou Bang (300037.SZ) with a loss of 5.49% [3] Fund Performance - This week, 38 CSI A500 funds collectively rose, with Pu Yin An Sheng leading at a 1.72% increase [5] - The top three funds by size were Huatai-PB (200.88 billion yuan), Guotai (181.5 billion yuan), and GF Fund (174.22 billion yuan) [5] Market Trends - A new trend has emerged in the Hong Kong stock market where A-share listed technology companies are increasingly pursuing secondary listings in Hong Kong [7] - The secondary listings provide diversified financing channels and enhance international market recognition for the companies [7] - The median discount rate for five companies planning secondary listings in Hong Kong is approximately -17% [7] - The core factors driving asset performance are expected to shift from external to internal influences in the second half of the year [7]

Group 1 - Industrial Fulian's market capitalization reached 462.3 billion, while Lens Technology surged by 11.4%, indicating a collective rise among major consumer electronics stocks [1] - Foxconn Technology Group has requested hundreds of Chinese engineers and technicians to leave its iPhone factory in India, impacting Apple's production expansion efforts in the region [2][3] - Despite Foxconn and Apple expressing optimism about manufacturing in India, challenges such as poor business environment and frequent power outages may hinder further investment in the country [3][4] Group 2 - The PCB, semiconductor components, and consumer electronics sectors experienced significant gains, reflecting market optimism [6][7] - The innovative drug sector is gaining attention, with potential for a major upward trend as new leaders emerge in the market [7] - Trading conditions remain challenging for short-term investors, despite overall market gains, with many facing difficulties in achieving profits [8]

Core Viewpoint - The company has announced the completion of the fourth unlock period for its 2021 restricted stock incentive plan, allowing 133,680 shares to be listed for trading, which represents 0.0577% of the total share capital [1][12][21] Group 1: Incentive Plan Details - The company held board meetings to approve the conditions for the fourth unlock period of the 2021 restricted stock incentive plan [2][10] - The total number of shares granted under the incentive plan was adjusted to 10,085,000 shares for 287 incentive targets, with the grant price adjusted from 16.94 yuan to 16.44 yuan per share [4][5] - The fourth unlock period's conditions were partially met, allowing for the release of shares for eligible incentive targets [10][17] Group 2: Unlock Conditions and Performance Metrics - The unlock conditions included no negative audit opinions on the financial reports and no violations of profit distribution regulations [12][13] - The performance target for the unlock period was set at a minimum revenue of 40.3 billion yuan for 2024, with a corresponding unlock ratio based on actual performance [16][17] Group 3: Share Buyback and Cancellation - The company has conducted buybacks and cancellations of restricted stocks for departed employees, totaling 1,877,000 shares across various meetings [6][19][20] - The buyback price for the canceled shares was set at 16.44 yuan per share [6][20] Group 4: Share Structure Changes - Following the unlock, the total share capital remains at 2,318,051,016 shares, with no changes in the overall share structure [21]

Core Viewpoint - On July 3, the Shanghai Composite Index rose by 0.18%, the Shenzhen Component Index increased by 1.17%, and the ChiNext Index climbed by 1.9%, indicating a positive market trend for the day [1][2]. Group 1: Stock Performance - Changchun High-tech (000661.SZ) saw the highest net inflow of funds, amounting to 207 million yuan, which accounted for 12.04% of its total trading volume, and its stock price increased by 10% with a turnover rate of 4.06% [2][4]. - The stock with the largest net outflow was Yuyin Co., Ltd. (002177.SZ), which experienced a net sell-off of 152 million yuan, representing 6.04% of its total trading volume, and its stock price fell by 9.83% with a turnover rate of 50.3% [5][10]. Group 2: Institutional Activity - Among the 55 stocks on the leaderboard, 27 stocks were net bought while 28 were net sold, with institutions collectively net selling 322 million yuan on July 3 [5][6]. - The stock with the highest net purchase by institutions was Shenzhou Cell (688520.SH), which rose by 19.99% and had a turnover rate of 2.85% [6][7]. Group 3: Northbound Capital - Northbound funds participated in 12 stocks on the leaderboard, with a total net purchase of 355 million yuan, where the net purchase from the Shanghai Stock Connect was 62.34 million yuan and from the Shenzhen Stock Connect was 293 million yuan [10][11]. - The stock with the highest net purchase by northbound funds was Pengding Holdings (002938.SZ), with a net inflow of 149 million yuan, while the stock with the largest net outflow was Zhongjing Electronics (002579.SZ), with a net sell-off of 37.84 million yuan [11][13]. Group 4: Common Trends - Both institutions and northbound funds jointly net bought stocks such as Shenzhou Cell, Platinum Power, Guangsheng Hall, and others, while they jointly net sold stocks like Changqing Technology and Liugang Co., Ltd. [13].

Investment Summary - The report maintains an "Overweight" rating for the semiconductor and consumer electronics sectors, highlighting the acceleration of semiconductor technology breakthroughs driven by AI, which is expected to enhance the upgrade of consumer electronics [1][2]. Semiconductor Technology Breakthrough - The semiconductor industry is experiencing a structural transformation due to the dual pressures of "bottleneck" and "breakthrough," leading to a decrease in the proportion of externally sourced chips from 63% in 2024 to 42% in 2025 [9]. - Emerging application fields such as low-altitude economy, commercial aerospace, AI, new energy vehicles, and intelligent robotics are driving the demand for precision electronic components, accelerating the domestic substitution process [9]. AIDC Sector - AI is driving an increase in server power, leading to a growth in demand for major equipment. The demand for data centers is continuously increasing due to the surge in data volume driven by cloud computing, big data, and AI technologies [12]. - The shift from traditional CPUs to GPUs in AI computing core devices is resulting in a significant increase in power requirements, necessitating higher system efficiency and reliability in power distribution [12]. Consumer Electronics - The market for domestic System on Chip (SoC) is growing, providing high-performance hardware support and customized software solutions for various industries, including smart homes and industrial automation [15]. - SoC chips are widely used in AI applications due to their high performance, low power consumption, and high integration, becoming essential components in consumer electronics such as smartphones and tablets [15]. CIS Market Recovery - The CIS market is experiencing rapid recovery, driven by increased shipments from manufacturers like OmniVision, Gekewei, and Sitaiwei, fueled by demand from smartphones, smart cars, and emerging fields like drones and AR/VR [17]. - Domestic CIS manufacturers are intensifying market expansion efforts, with high-end products expected to continue gaining market share, particularly in flagship smartphones [17].

鹏鼎控股（深圳）股份有限公司 关于 2021 年限制性股票激励计划第四个解除限售期 证券代码：002938 证券简称：鹏鼎控股 公告编号：2025-043 3、2021 年 5 月 12 日，公司召开 2020 年年度股东大会，审议通过《关于< 鹏鼎控股（深圳）股份有限公司 2021 年限制性股票激励计划（草案）>及其摘要 的提案》、《关于<鹏鼎控股（深圳）股份有限公司 2021 年限制性股票激励计划 实施考核管理办法>的提案》、《关于提请股东大会授权董事会办理股权激励相 关事宜的提案》，公司 2021 年限制性股票激励计划获得批准。并于同日披露了 《关于 2021 年限制性股票激励计划内幕信息知情人及激励对象买卖公司股票情 况的自查报告》（公告编号：2021-032）。 解除限售股份上市流通的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次符合解除限售条件的激励对象共计 241 名，可解除限售的限制性股 票数量 133.68 万股，占公司目前总股本的 0.0577%。 2、本次解除限售的限制性股票上市流通日期：2025 年 7 ...