Group 1 - The company has established deep cooperation with leading clients in the humanoid robot sector regarding the application and development of PCB products, and related products are already being supplied [2] - The company is optimistic about the development of the sensor field and has acquired Huayang Technology, a leading manufacturer of automotive high-pressure sensors, which is actively promoting product applications and development in the humanoid robot sector [2]

Group 1 - The company is engaged in deep collaboration with leading clients in the humanoid robot sector regarding the application scenarios and development of PCB products, with related circuit board products already being supplied [1] - The company is optimistic about the development of the sensor field, having acquired Huayang Technology, which specializes in the research, production, and sales of sensors, and is a leading manufacturer of high-pressure sensors for automobiles in China [1] - The company is actively promoting the application and development of its products in the humanoid robot sector [1]

Core Viewpoint - The company reported a significant increase in consolidated revenue for December 2025, indicating strong business performance compared to the previous year [1]. Financial Performance - The consolidated revenue for December 2025 was RMB 424,355 million, representing a 30.74% increase from the same month last year [1].

Group 1 - The core point of the article is that Pengding Holdings announced a projected consolidated revenue of RMB 424,355 million for December 2025, representing a 30.74% increase compared to the same period last year [1]

Core Viewpoint - Pengding Holdings reported a significant increase in revenue for December 2025, with a total consolidated revenue of 424,355 million yuan, representing a year-on-year growth of 30.74% [2] Group 1: Company Overview - Pengding Holdings is a professional large-scale manufacturer specializing in the research, design, production, and sales of various PCB products, offering a diverse range of high-quality PCB product lines [2] - The company has the capability to provide comprehensive PCB electronic interconnection products and services to different customers [2] Group 2: Financial Performance - The reported revenue of 424,355 million yuan for December 2025 marks a substantial increase of 30.74% compared to the same month last year [2] Group 3: Strategic Focus - The company has indicated its commitment to closely monitor downstream technology trends and will focus on five key areas: new products, new technologies, new processes, new materials, and new equipment [2] - Pengding Holdings aims to concentrate on critical common technologies and cutting-edge product technologies to stay ahead of product development trends [2]

Market Overview - The component sector experienced a decline of 0.27% on January 6, with Fangbang Co., Ltd. leading the losses [1] - The Shanghai Composite Index closed at 4083.67, up 1.5%, while the Shenzhen Component Index closed at 14022.55, up 1.4% [1] Top Performers in the Component Sector - Jingwang Electronics (603228) closed at 77.85, up 5.30% with a trading volume of 365,300 shares and a transaction value of 2.768 billion [1] - Yibo Technology (301366) closed at 39.34, up 4.85% with a trading volume of 157,000 shares and a transaction value of 613 million [1] - Zhongjing Electronics (002579) closed at 12.72, up 3.92% with a trading volume of 785,600 shares and a transaction value of 28.886 million [1] Underperformers in the Component Sector - Fangbang Co., Ltd. (688020) closed at 73.27, down 5.56% with a trading volume of 46,800 shares and a transaction value of 345 million [2] - Dongshan Precision (002384) closed at 81.49, down 3.74% with a trading volume of 546,500 shares and a transaction value of 4.447 billion [2] - Shenzhen South Circuit (002916) closed at 234.33, down 3.34% with a trading volume of 127,600 shares and a transaction value of 2.964 billion [2] Capital Flow Analysis - The component sector saw a net outflow of 1.688 billion from major funds, while retail investors had a net inflow of 1.867 billion [2] - The top net inflow from retail investors was observed in Jingwang Electronics with 49.31 million, while Yibo Technology saw a net outflow of 38.037 million [3]

Group 1 - The core point of the article is that Pengding Holdings (002938) announced a significant increase in its consolidated revenue for December 2025, reaching 4.244 billion yuan, which represents a 30.74% increase compared to the same period last year [1] Group 2 - The consolidated revenue for December 2025 is reported at 4.244 billion yuan [1] - The year-on-year growth rate of 30.74% indicates strong performance and potential for future growth [1]

鹏鼎控股（深圳）股份有限公司 2025 年 12 月营业收入简报 证券代码：002938 证券简称：鹏鼎控股 公告编号：2026-001 公司 2025 年 12 月合并营业收入为人民币 424,355 万元，较去年同期的合并 营业收入增加 30.74%。 特此公告。 鹏鼎控股（深圳）股份有限公司 董 事 会 2026 年 1 月 7 日 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。 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。 ...

Core Viewpoint - The article discusses the strategic acquisition of Huayang Technology by Pengding Holdings, facilitated by Jinding Capital, highlighting the unique role of Jinding as a deep service provider in the M&A process [2][3][11]. Group 1: Acquisition Overview - The acquisition involves Pengding Holdings, a leading global PCB company, acquiring a controlling stake in automotive sensor company Huayang Technology for 357 million yuan [2]. - This transaction is seen as a significant step for Pengding to deepen its presence in the automotive electronics sector while providing Huayang with a pathway for accelerated growth through industrial capital [3][5]. Group 2: Role of Jinding Capital - Jinding Capital played a crucial role in the acquisition, acting not just as a financial advisor but as a deep participant throughout the entire process, from identifying the target to finalizing the deal [3][11]. - The firm has a long-standing focus on the technology sector, particularly in semiconductors, and has built a robust ecosystem through partnerships with various companies [5][11]. Group 3: Strategic Matching - The transaction was initiated by Jinding Capital's proactive identification of Huayang Technology as a strategic opportunity, rather than a direct request from either party [5][6]. - Jinding recognized the complementary strengths of Huayang's technology and Pengding's manufacturing capabilities, leading to a strategic match that benefits both parties [6][7]. Group 4: Trust Building and Long-term Vision - Jinding Capital emphasized a philosophy of "long-termism" and "win-win" thinking to bridge the trust gap between the two companies, countering common concerns in M&A about control and valuation [7][8]. - The firm focused on future value creation rather than current asset disputes, which was reflected in the mixed financing structure of the deal [8][9]. Group 5: Comprehensive Service Model - Jinding Capital has developed a standardized, full-process service model for M&A, which includes strategic alignment, due diligence coordination, and negotiation facilitation [9][10]. - This model allows for a more efficient and effective transaction process, reducing misunderstandings and enhancing communication between parties [10][12]. Group 6: Industry Impact and Future Outlook - Jinding Capital's approach is reshaping the role of financial advisors in the context of strategic M&A, moving beyond traditional arbitrage to a focus on industry logic [11][12]. - The firm has successfully executed over 20 M&A transactions with a total valuation exceeding 10 billion yuan, establishing itself as a benchmark in the industry [13].

1月5日，鹏鼎控股涨2.51%，成交额18.82亿元。两融数据显示，当日鹏鼎控股获融资买入额2.35亿元， 融资偿还2.03亿元，融资净买入3236.80万元。截至1月5日，鹏鼎控股融资融券余额合计13.65亿元。 融资方面，鹏鼎控股当日融资买入2.35亿元。当前融资余额13.57亿元，占流通市值的1.13%，融资余额 超过近一年90%分位水平，处于高位。 分红方面，鹏鼎控股A股上市后累计派现97.25亿元。近三年，累计派现50.97亿元。 机构持仓方面，截止2025年9月30日，鹏鼎控股十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股8239.70万股，相比上期增加3459.08万股。华泰柏瑞沪深300ETF（510300）位居第五大流 通股东，持股1191.88万股，相比上期减少50.88万股。易方达沪深300ETF（510310）位居第七大流通股 东，持股855.80万股，相比上期减少28.22万股。兴全商业模式混合(LOF)A（163415）、兴全合润混合A （163406）、兴全新视野定期开放混合型发起式（001511）退出十大流通股东之列。 责任编辑：小浪快报 融券方面，鹏鼎控股1月 ...