智通财经APP讯，鹏鼎控股(002938.SZ)公告，公司全资子公司庆鼎精密于2026年2月3日竞得淮安市 2025GGK33地块的国有建设用地使用权，土地面积为374,888.9平方米，土地用途为二类工业用地，成 交价格为6614万元。该地块将主要用于满足公司未来在PCB产业上的投资需求。 ...

证券代码：002938 证券简称：鹏鼎控股 公告编号：2026-006 鹏鼎控股（深圳）股份有限公司 关于全资子公司竞得土地使用权的公告 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。 鹏鼎控股（深圳）股份有限公司（以下简称"本公司"或"公司"）全资子公司 庆鼎精密电子（淮安）有限公司（以下简称"庆鼎精密"）于 2026 年 2 月 3 日竞 得淮安市 2025GGK33 地块的国有建设用地使用权。现将有关事项公告如下： 一、交易概述 为满足公司后续业务发展需要，公司全资子公司庆鼎精密于 2026 年 2 月 3 日竞得淮安市 2025GGK33 地块的国有建设用地使用权，土地面积为 374,888.9 平方米，土地用途为二类工业用地，成交价格为 6,614 万元人民币。 根据《深圳证券交易所股票上市规则》《公司章程》等相关规定，本次交易 不构成关联交易，也不构成《上市公司重大资产重组管理办法》规定的重大资产 重组。本次参与竞拍土地使用权涉及金额未达公司最近一期经审计净资产的 10%， 无需提交公司董事会或股东会审议批准。 二、交易对方基本情况 三、交易标的的 ...

Market Performance - The component sector increased by 1.66% on February 3, with Weirgao leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Top Gainers in Component Sector - Weirgao (301251) closed at 60.50, up 18.23% with a trading volume of 149,500 shares and a transaction value of 852 million [1] - Shiyun Circuit (603920) closed at 70.06, up 10.00% with a trading volume of 367,800 shares and a transaction value of 2.513 billion [1] - Pengding Holdings (002938) closed at 63.00, up 7.16% with a trading volume of 659,300 shares and a transaction value of 4.109 billion [1] Market Capital Flow - The component sector experienced a net outflow of 1.137 billion from institutional funds and 502 million from speculative funds, while retail investors saw a net inflow of 1.639 billion [2] - The top stocks by net inflow from retail investors included Weirgao with 27.64 million and Shiyun Circuit with 291 million [3] Individual Stock Performance - Shiyun Circuit had a net inflow of 291 million from institutional investors, representing 11.60% of its total trading volume [3] - Weirgao had a net inflow of 38.41 million from institutional investors, representing 4.51% of its total trading volume [3] - Pengding Holdings had a net inflow of 70.59 million from institutional investors, representing 3.66% of its total trading volume [3]

（文章来源：每日经济新闻） 每经AI快讯，2月3日，电路板指数盘中强势拉升，成分股呈现普涨格局。世运电路领涨，明阳电路、 鹏鼎控股、广合科技、兴森科技等涨幅居前。 ...

融资方面，鹏鼎控股当日融资买入3.12亿元。当前融资余额13.85亿元，占流通市值的1.02%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，鹏鼎控股2月2日融券偿还2100.00股，融券卖出1.90万股，按当日收盘价计算，卖出金额 111.70万元；融券余量11.76万股，融券余额691.37万元，超过近一年90%分位水平，处于高位。 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%。 截至9月30日，鹏鼎控股股东户数7.55万，较上期增加22.75%；人均流通股30570股，较上期减少 18.48%。2025年1月-9月，鹏鼎控股实现营业收入268.55亿元，同比增长14.34%；归母净利润24.08亿 元，同比增长21.95%。 分红方面，鹏鼎控股A股上市后累计派现97 ...

Core Viewpoint - The article discusses the IPO application of Kunshan Hongshida Intelligent Technology Co., Ltd., highlighting its reliance on the Apple supply chain for revenue and the associated risks [1][6]. Group 1: Company Overview - Hongshida specializes in the research, production, and sales of intelligent automation equipment and flexible production lines, targeting sectors such as consumer electronics, new energy, and semiconductors [3]. - The company reported revenues of 397 million yuan, 476 million yuan, and 649 million yuan for the years 2022, 2023, and 2024, respectively, with net profits of 29.69 million yuan, 38.53 million yuan, and 53.49 million yuan, indicating a consistent growth trend [3]. Group 2: Customer Dependency - The company has a high customer concentration, with sales to its top five customers accounting for 70.35%, 50.26%, and 62.67% of total revenue in 2022, 2023, and 2024, respectively [5]. - A significant portion of the company's revenue comes from the Apple supply chain, with income from this sector representing 77.34%, 62.37%, and 76.64% of its main business revenue during the same periods [7]. Group 3: Major Clients and Shareholding - Among its major clients, Pengding Holdings not only ranks as a top customer but also holds a 2.11% stake in Hongshida, raising questions about potential conflicts of interest [9]. - Sales to Pengding Holdings increased significantly after its investment, with revenues of 16.19 million yuan, 38.03 million yuan, and 101.03 million yuan reported for the years 2022, 2023, and 2024, respectively [10]. Group 4: Fundraising and Financial Strategy - The company plans to raise 216.95 million yuan, allocating funds for expanding manufacturing capacity, building a research center, repaying bank loans, and supplementing working capital [13]. - Nearly half of the raised funds will be used for repaying bank loans and enhancing liquidity, despite the company having 1.12 billion yuan in cash at the end of the reporting periods [14].

见微知著 睹始知终 V财网 小V 编辑/高飞 排版/莫莫 北交所上会进入倒计时，昆山鸿仕达智能科技股份有限公司（下称"鸿仕达"）的IPO进程正被多重关联隐患与合规疑点裹挟。大客户子公司突击入股后业绩 诡异暴增、独立董事任职于核心研发合作单位、主要供应商疑似空壳企业，三大问题分别触及经营独立性、决策公正性与供应链合规性三大核心维度，不仅 引发市场对公司基本面真实性的深度质疑，更给其上市之路蒙上厚重阴影。 监管层已精准捕捉到这一疑点，在问询中直指"销售收入大幅增长原因""毛利率高于均值的合理性"等核心问题。而业绩的波动性更暴露了依赖本质：2025年 上半年，鸿仕达对鹏鼎控股的收入降至3585.09万元，在手订单仅863.35万元，公司解释为"前期设备满足需求，采购转向改造升级"，这反而印证其收入高度 依赖大客户资本开支周期，而非自身技术壁垒带来的持续复购能力。作为全球FPC龙头，鹏鼎控股供应商认证体系严苛、更换成本极高，鸿仕达能快速跻身 核心供应商，更可能是"战略投资绑定"的产业协同结果，而非单纯技术突破。这种资本驱动的业绩模式削弱了经营独立性，若未来大客户调整采购策略或减 持退出，公司业绩稳定性将遭受重创。 独 ...

为进一步释放消费潜力，推动促消费政策落地，近日，市商务局在市经开区组织开展促消费政策进企业活动，走进鹏鼎控股有限公司，将惠民政策送到员 工身边。 本次活动邀请了华为、VIVO、京东家电等家电3C企业代表参与，通过政策宣讲、补贴解读、操作指导等形式，向企业员工详细介绍了消费品以旧换新的 相关政策。活动现场，参与以旧换新企业对以旧换新的补贴标准、参与流程、旧品回收等内容进行了全方位讲解，发放消费品以旧换新政策介绍折页和家 电以旧换新流程传单，并现场演示了线上申请补贴的操作步骤，让员工们能够清晰了解政策红利和办理方式。 下一步，市商务局将继续深入开展"五进"宣传活动，扩大政策宣传覆盖面，让更多消费者享受到政策红利，为推动全市消费市场高质量发展贡献力量。 撰稿：局运行处 审核：郭晓瑾、詹凌峰 审签：周 菲 155 意购" 1足消费波第进企业 市商务局 淮安品清楚企业 17 = 六 品质 院东家电家居 1 2 17 CANNER T . PIF H a al lat F 1120 TOp 1 2 2017 all of the late the 4 C DEC PLA 足球赌球注意漏洞 江苏福电视网址亚博体育官网官网官 ...

1月28日，鹏鼎控股盘中下跌2.00%，截至10:44，报59.28元/股，成交8.97亿元，换手率0.65%，总市值 1374.14亿元。 截至9月30日，鹏鼎控股股东户数7.55万，较上期增加22.75%；人均流通股30570股，较上期减少 18.48%。2025年1月-9月，鹏鼎控股实现营业收入268.55亿元，同比增长14.34%；归母净利润24.08亿 元，同比增长21.95%。 资金流向方面，主力资金净流出5201.24万元，特大单买入6514.98万元，占比7.26%，卖出9030.90万 元，占比10.06%；大单买入2.22亿元，占比24.78%，卖出2.49亿元，占比27.78%。 鹏鼎控股今年以来股价涨17.20%，近5个交易日涨8.77%，近20日涨15.44%，近60日涨13.63%。 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 ...

Investment Rating - The report maintains an "Outperform" rating for the electronics industry [1][10]. Core Insights - The report highlights a transition from structural shortages and price increases to a more widespread inflation across the electronics industry, driven by sustained high demand for AI computing and storage capabilities [1]. - It emphasizes the optimistic outlook for 2026 as a year of significant growth in domestic hard technology, driven by innovations in AI smartphones, AI glasses, and foldable screens [1]. - The report recommends focusing on companies involved in self-controllable manufacturing and the overseas supply chain for storage and computing [1]. Summary by Sections Market Trends - The Shanghai Composite Index rose by 0.84%, while the electronics sector increased by 1.39% over the past week, with optical electronics up by 3.21% and consumer electronics down by 0.69% [1][13]. - Global AI computing and storage demand continues to drive resource competition within the supply chain, leading to price increases across various components [1]. Semiconductor Developments - Alibaba's AI chip subsidiary, Pingtouge, is preparing for an independent IPO, indicating a strong trend towards domestic alternatives in computing chips [2]. - The report expresses confidence in the growth of domestic GPU and ASIC companies, such as Cambricon and Aojie Technology [2]. Storage Market Dynamics - NAND Flash prices have risen by 18% and DRAM prices by 33% in the past month, leading to increased cost proportions for PC manufacturers [3]. - Companies like Demingli and Jiangbolong are expected to see significant profit growth due to the ongoing storage cycle [3]. PCB Industry Insights - The report notes that rising raw material prices and increasing demand are positively impacting the performance of PCB upstream manufacturers [4]. - Companies such as Shenghong Technology and Jinan Guojiji are highlighted for their strong performance and market expectations [4]. Key Investment Recommendations - The report recommends several companies across different segments, including: - Optical Electronics: Lantech Optical, Aojie Technology, and others [1]. - Storage: Demingli, Jiangbolong, and others [3]. - PCB: Shengyi Technology and others [4]. - A focus on semiconductor companies like SMIC and Aojie Technology is also advised [9].