Group 1 - Apple-related stocks showed significant activity in the afternoon trading session on September 11, with Pengding Holdings hitting the daily limit up [1] - Luxshare Precision increased by over 8%, indicating strong investor interest [1] - Other companies such as Lingyi iTech, Changying Precision, and Huaxin Electronics also experienced upward movement in their stock prices [1]

Group 1 - The AI PC concept sector saw a rise of 1.95%, ranking fifth among concept sectors, with 28 stocks increasing in value [1][2] - Notable gainers included Siquan New Materials, which hit a 20% limit up, and Jingwang Electronics, which also reached the limit up, while Shenghong Technology and Yingli Co., Ltd. rose by 12.01% and 10.36% respectively [1][2] - The sector experienced a net inflow of 1.186 billion yuan from major funds, with 24 stocks receiving net inflows, and seven stocks seeing inflows exceeding 50 million yuan [2][3] Group 2 - Shenghong Technology led the net inflow with 837 million yuan, followed by Jingwang Electronics with 557 million yuan, and Pengding Holdings with 200 million yuan [2][3] - The net inflow ratios for Jingwang Electronics, Pengding Holdings, and Feirongda were 21.00%, 11.37%, and 10.82% respectively, indicating strong investor interest [3] - The top gainers in the AI PC concept included Shenghong Technology, Jingwang Electronics, and Pengding Holdings, while the top losers were Kosen Technology, Zhili Fang, and Lijia Technology, which fell by 9.99%, 4.44%, and 3.19% respectively [1][4]

Core Viewpoint - The company has established a strong capability in mass production of high-density interconnect (HDI) products, particularly in the consumer electronics sector, and is actively expanding its production capacity for advanced HDI and multilayer products to meet industry demand [2]. Group 1 - The company has accumulated rich experience in the HDI field for consumer electronics [2]. - The company possesses the capability for mass production of 3-8 layer HDI products, with a leading technological strength in high-layer HDI and SLP products [2]. - The company is actively expanding its production capacity for high-layer HDI and multilayer products to satisfy industry needs [2].

Core Viewpoint - The company has accumulated rich experience in the HDI field for consumer electronics and possesses the capability for mass production of 3-8 layer HDI products, particularly excelling in high-end HDI and SLP products with leading technology and production capacity [1] Group 1 - The company is actively expanding production capacity for high-end HDI and high multilayer products to meet industry demand [1]

格隆汇9月10日丨鹏鼎控股(002938.SZ)在互动平台表示，公司2024年下半年通过光模块客户认证并小批 量投产，未来随着AI技术的发展，该业务线的营收贡献将逐步攀升。 ...

9月10日，鹏鼎控股涨5%，截至发稿，报52.46元/股，成交12.65亿元，换手率1.07%，总市值1216.05亿 元。 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%。 从鹏鼎控股十大流通股东角度 数据显示，易方达基金旗下1只基金位居鹏鼎控股十大流通股东。易方达沪深300ETF（510310）二季度 新进十大流通股东，持有股数884.02万股，占流通股的比例为0.38%。根据测算，今日浮盈赚取约 2210.06万元。 责任编辑：小浪快报 易方达沪深300ETF（510310）基金经理为余海燕、庞亚平。 截至发稿，余海燕累计任职时间14年279天，现任基金资产总规模3857.64亿元，任职期间最佳基金回报 165.51%， 任职期间最差基金回报-78.9%。 庞亚平累计任职时间6年 ...

人民财讯9月9日电，鹏鼎控股（002938）9月9日在互动平台表示，公司在消费电子用HDI领域积累了丰 富的经验，已具备量产3—8阶HDI产品的能力，尤其在高阶HDI产品及SLP产品方面拥有领先的技术实 力与量产能力。面对AI服务器市场对PCB产品升级所带来的市场机遇，公司一方面致力于以高端HDI产 品切入AI服务器市场，积极推进与知名厂商的产品认证；同时，公司也在扩大与云服务器厂商在AI ASIC相关产品的开发与合作，以增强公司产品在AI服务器市场的竞争力。 ...

格隆汇9月9日丨鹏鼎控股(002938.SZ)在互动平台表示，面对AI服务器市场对PCB产品升级所带来的市 场机遇，公司一方面致力于以高端HDI产品切入AI服务器市场，积极推进与知名厂商的产品认证；同 时，公司也在扩大与云服务器厂商在AI ASIC相关产品的开发与合作，以增强公司产品在AI服务器市场 的竞争力。目前公司已切入全球知名服务器客户供应链，但不方便告知具体客户信息。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。 ...

Core Viewpoint - The company has successfully shipped optical module products and is currently in the early development phase of its 3.2T products with customers [2] Group 1 - The company is focusing on the upgrade window for 800G/1.6T optical modules and has successfully entered the optical module sector with its SLP products [2] - The company has confirmed that its optical module products have already been shipped [2] - The 3.2T product is currently under preliminary development with customers [2]

（文章来源：每日经济新闻） 鹏鼎控股（002938.SZ）9月8日在投资者互动平台表示，目前泰国园区第一期车载相关产品正在认证过 程中。 每经AI快讯，有投资者在投资者互动平台提问：公司泰国基地车载雷达板获特斯拉认证，请问认证之 后是否有订单？ ...