凭借多年来在高端PCB领域的技术积淀以及在智能手机及消费电子市场的深耕，公司已构建覆盖AI手 机、AI PC、AI眼镜等AI端侧消费品的全场景产品矩阵，并已成为全球AI端侧产品供应链中不可或缺的 力量。同时，公司积极利用ONE AVARY产品平台，加快了在AI服务器、光模块、交换机、人形机器 人、新能源汽车等领域的全链条布局，全面推动AI产业的纵深发展。尽管贸易战影响将对世界经济的 发展带来短期影响，但科技创新的脚步不会停止，特别是随着以AI为代表的新的科技革命蓬勃发展， 将进一步推动PCB产品向更轻薄、更高集成度，更高传输速度方向升级变化，为公司的长远稳健发展带 来更多市场机遇。 格隆汇4月9日丨鹏鼎控股(002938.SZ)在互动平台表示，公司虽然外销比例较高，但几乎没有直接对美 销售。公司产品均交货至国内及位于亚洲地区的下游组装厂，同时，公司的原物料采购大部分来自亚洲 地区，从美国本土直接采购的占比也较低。因此，目前来看，本次关税事件对公司尚无直接影响。公司 将密切关注相关形势变化，积极保持与客户的沟通，与客户协商最优解决方案。在宏观环境不确定性加 深背景下，公司始终恪守"稳健经营"的经营理念，构筑了健 ...

2025年4月9日，鹏鼎控股（002938）披露接待调研公告，公司于4月9日接待淡水泉(北京)、长盛基金、 银华基金、国海富兰克林基金、博时基金、方正富邦基金等173家机构调研。 调研情况显示，2024年鹏鼎控股把握消费电子复苏和人工智能产品落地机遇，实现营收351.40亿元，同 比增长9.59%，归母净利润36.20亿元，同比增长10.14%。公司业务结构持续拓展，在通讯用板、消费电 子及计算机用板、AI云侧与管侧、汽车服务器用板等领域表现出色。 公司研发投入增长，进行了多项技术布局，推进数字化转型。新投产能方面，淮安三园区和高雄园区项 目有进展，泰国园区项目将建成。公司还发布了2024年分红预案。 在互动交流中，公司表示地缘政治和关税目前对公司尚无直接影响，今年资本开支计划为50亿，投资项 目包括泰国园区等。同时解答了毛利下降原因、资本开支投入结构等问题，并对AI相关产品市场发表 看法。接待过程符合规定。 调研详情如下： 一、解读公司2024年年度经营情况 2024年,随着消费电子的温和复苏及以AI终端为代表的人工智能产品的逐步落地,公司及时把握机遇,实现 了营收及归母净利润的稳步成长。2024年,公司实 ...

新兴业务方面，新能源汽车相关产品表现亮眼。雷达运算板、域控制板等产品实现量产出货，带动汽车及服务器用板业务收入达10.25亿元，同比增长 90.34%。 2024年，公司同步加码技术研发，全年研发投入23.24亿元，占营收比重6.61%，重点投向AI服务器、光模块等高端领域以应对技术挑战。公司以"满足客户 需求、超越客户期望、引领行业技术"为研发核心目标，不断优化技术平台布局，聚焦关键技术突破和创新能力提升。通过与客户深度协作及联合开发，为 客户量身打造多元化解决方案，并以严格的产品验证体系为依托，加速推动研发成果的市场化落地，全面抢占技术制高点。 （校对/黄仁贵） 4月8日，鹏鼎控股发布2024年年度业绩报告。报告显示，公司全年实现营业收入351.4亿元，同比增长9.59%；归属于上市公司股东的净利润36.2亿元，同比 增长10.14%，创历史新高。扣非净利润为35.31亿元，同比增长11.4%。截至报告期末，公司总资产达445.43亿元，资产负债率降至27.44%，经营活动现金流 净额为70.82亿元。 | | 2024 年 | 2023 年 | 本年比上年增减 | 2022 年 | | --- | -- ...

证券代码：002938 证券简称：鹏鼎控股 编号：2025-02 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | ■其他 （2024 年年报交流会） | | 参与单位名称 | 长盛基金/银华基金/国海富兰克林基金/博时基金/长盛基金 | | | /方正富邦基金/平安证券/国海证券/广发证券/华夏基金/国 | | | 投证券/兴证全球基金/仁桥（北京）资产/华润元大基金/中 | | | 国人保资产/盘京投资/国投瑞银基金/东北证券/中银国际证 | | | 券/浩成資產/中国国际金融/中国船舶集团投资/甬兴证券/ | | | 富国基金/亘曦资产/Point72/汇添富基金/国融基金/华福证 | | | 券/中国人寿养老/西部证券/海南道亦私募/九泰基金/汇华 | | | 理财/嘉实基金/国华人寿/招商证券/上海健顺投资/方正证 | | | 券/诺德基金/财通证券//昆仑健康保险/深圳星睿资产/上海 | | | 保银私募基金/第一上海證券/中国人民养老/上海理成资产 ...

对于美国关税政策对于公司的影响， 鹏鼎控股方面告诉记者："公司虽然外销比例较高，但几乎没有直 接对美销售。公司产品均交货至国内及位于亚洲地区的下游组装厂，同时，公司的原物料采购大部分来 自亚洲地区，从美国本土直接采购的占比也较低。因此，目前来看，本次关税事件对公司尚无直接影 响。公司将密切关注相关形势变化，积极保持与客户的沟通，与客户协商最优解决方案。"鹏鼎控股曾 公开表示 苹果公司系其主要客户，根据鹏鼎控股2024年财报，其第一大客户的销售额占销售总额比例 为81.94%。（记者 王碧微） ...

| | 和 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 601228 | 广州港 | 0.1280 | 96443.07 | -10.63 | 1407293.13 | 6.66 | | 301488 | 豪恩汽 | 1.1000 | 10091.18 | -11.15 | 140893.71 | 17.25 | | | 电 | | | | | | | 001324 | 长青科 | 0.4361 | 6018.00 | -16.41 | 46042.71 | -13.16 | | | 技 | | | | | | | 002535 | 林州重 | 0.1189 | 9534.40 | -18.47 | 168353.14 | -8.38 | | | 机 | | | | | | | 002075 | 沙钢股 | 0.0700 | 16258.29 | -27.75 | 1441626.09 | -7.69 | | | 份 | | | | | | | 002860 | 星帅尔 | 0.4700 | 14369.40 | -29.03 | 207 ...

A股苹果概念股持续走低，东山精密连续4个交易日跌停，歌尔股份、工业富联、领益智造、鹏鼎控 股、立讯精密等跟跌。 ...

Group 1 - The core viewpoint of the news is that as of April 8, 2025, institutional investors hold a significant portion of Pengding Holdings' A-shares, totaling 2.03 billion shares, which accounts for 87.56% of the company's total share capital [1] - The top ten institutional investors collectively hold 79.55% of the shares, with a slight decrease of 1.32 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, there are 10 funds that increased their holdings, with a total increase ratio of 1.01% [2] - Conversely, 27 public funds reduced their holdings, with a total decrease ratio of 1.02% [2] - There are 768 newly disclosed public funds this period, indicating a growing interest in the market [2] - One social security fund increased its holdings, specifically the National Social Security Fund 103 portfolio, with an increase ratio of 0.10% [2] - Foreign investment sentiment shows a decrease in holdings from one foreign fund, Hong Kong Central Clearing Limited, with a reduction ratio of 1.28% [2]

Core Viewpoint - The company has approved the repurchase and cancellation of a total of 509,800 restricted stocks from the 2021 and 2024 stock incentive plans due to various reasons including the departure of incentive targets and unmet performance conditions [1][10][33]. Summary by Sections Stock Incentive Plan Implementation Overview - The 2021 restricted stock incentive plan was approved on May 12, 2021, with a total of 10.085 million shares granted to 287 incentive targets [3][4]. - The company has previously repurchased and canceled stocks from this plan due to the departure of incentive targets and performance evaluations [5][6][10]. Reasons for Repurchase and Cancellation - For the 2021 plan, 64,000 shares will be repurchased due to 6 incentive targets leaving the company [15]. - An additional 10,000 shares will be repurchased from 1 target who did not meet performance conditions [16]. - A total of 335,800 shares will be repurchased due to the company not meeting its performance targets for the fourth unlock period [17][18]. - For the 2024 plan, 100,000 shares will be repurchased due to 4 incentive targets leaving the company [20]. Repurchase Price and Funding Source - The repurchase price for the 2021 plan is set at 16.44 yuan per share, while for the 2024 plan, it is 17.70 yuan per share [21]. - The funding for both repurchases will come from the company's own funds [22][23]. Impact on Company Structure - Following the repurchase, the company's total share capital will decrease from 2,318,560,816 shares to 2,318,051,016 shares [24][33]. - The company maintains that this repurchase will not significantly impact its financial status or operational results [25]. Committee Opinions - The remuneration and assessment committee has unanimously approved the repurchase plan, confirming compliance with relevant regulations [26][27]. - The supervisory board also supports the repurchase, citing the reasons for the cancellation of shares [28][29].

Core Viewpoint - Pengding Holdings (002938) reported a revenue of 35.14 billion yuan for 2024, marking a year-on-year growth of 9.59%, with a net profit of 3.62 billion yuan, up 10.14% year-on-year. Despite progress in consumer electronics and AI, the company faces challenges in the depth and breadth of its AI layout [1]. Group 1: Performance in Consumer Electronics - The global consumer electronics industry showed signs of recovery in 2024, allowing Pengding Holdings to achieve steady growth in performance, with communication board business revenue reaching 24.24 billion yuan, a growth of 3.08%, and consumer electronics and computer board business revenue at 9.75 billion yuan, up 22.30% [4]. - AI-related products accounted for over 45% of the company's revenue, indicating initial success in the AI end-side market [4]. - The slower growth rate of the communication board business suggests a weakening competitive position, particularly in the smartphone sector, necessitating improvements in technology and market share [4]. Group 2: AI Development - The company has established a comprehensive product matrix in the AI sector, covering AI smartphones, AIPC, and AI glasses, and is actively utilizing the ONEAVARY product platform to accelerate its full-chain layout in AI servers, optical modules, and switches [5]. - Sales revenue in the AI server sector saw rapid growth, with collaborations with Tier 1 clients to advance new product designs and deep development [5]. - Despite these advancements, the company faces significant technical challenges in high-end products, requiring increased R&D investment to enhance technology and product competitiveness [5][6]. Group 3: Growth in New Energy Vehicles - Pengding Holdings has made progress in the new energy vehicle sector, with radar computing boards, domain control boards, and automotive radar high-frequency products achieving mass production, resulting in sales revenue of 1.025 billion yuan, a year-on-year increase of 90.34% [7]. - The company has established comprehensive collaborations with several domestic Tier 1 manufacturers and successfully passed certifications from international Tier 1 clients, gradually expanding its product lines in the autonomous driving sector [7]. - However, the market share in the new energy vehicle sector remains limited, with automotive server boards and other PCB products accounting for less than 3% of total revenue, indicating that the company's positioning in this market is still in its early stages [7].