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惠州老板搭上英伟达、年内股价涨超400%,胜宏科技赴港二次IPO
Sou Hu Cai Jing· 2025-08-22 00:53
Core Viewpoint - Shenghong Technology (Huizhou) Co., Ltd. has submitted its prospectus to the Hong Kong Stock Exchange, aiming to capitalize on its leading position in the AI and high-performance computing PCB market, with significant revenue growth projected for the coming years [2]. Financial Performance - The company reported revenues of RMB 78.85 billion, RMB 79.31 billion, and RMB 107.31 billion for the years 2022, 2023, and 2024 respectively, with profits of RMB 7.91 billion, RMB 6.71 billion, and RMB 11.54 billion during the same period [2][4]. - In the first three months of 2025, Shenghong Technology achieved revenue of RMB 43.12 billion, representing an 80.3% year-on-year increase, and a profit of RMB 9.21 billion, marking a 339.2% increase [2][4]. Market Position - According to Frost & Sullivan, Shenghong Technology is projected to hold the largest market share globally in the AI and high-performance computing PCB sector by the first quarter of 2025, with key applications in AI computing cards, servers, data center switches, and general substrates [2]. Stock Performance - As of August 21, the stock price of Shenghong Technology was reported at RMB 216.16, with a total market capitalization of approximately RMB 186.48 billion, reflecting a year-to-date increase of 415.67%, making it one of the best-performing companies in the A-share market over the past two years [4]. Leadership and Background - The founder and major shareholder, Chen Tao, holds a 31.24% stake in the company, and is recognized for his significant contributions to the PCB industry, being referred to as "the key person for NVIDIA in China" by NVIDIA's CEO Jensen Huang [6][8]. Client Base and Growth Potential - Shenghong Technology has successfully entered the supply chains of top global server clients, with its products being utilized by renowned brands such as NVIDIA, AMD, Intel, Tesla, and Microsoft, which provides a solid foundation for future growth [9].
胜宏科技递表港交所推进全球化 直接出口超65亿营收占比60.88%
Chang Jiang Shang Bao· 2025-08-22 00:03
胜宏科技表示,此次推进港股IPO,募资金额将用于购买设备,拓展全球制造能力以及提升研发能力 等。据了解,2024年,公司直接出口65.33亿元,营收占比达60.88%。 冲刺"A+H"上市 胜宏科技赴港上市流程进入实质性阶段。8月20日,胜宏科技正式向港交所递交H股发行申请,并在港 交所网站刊登了草拟版本的申请资料。 此次申请资料显示,胜宏科技是全球领先的人工智能及高性能计算PCB供应商,2025年一季度AI及算力 PCB收入规模位居全球第一。 在招股书中,胜宏科技并未透露具体的募资金额,但披露了大致的投资方向:一是用于扩产中国内地产 能,包括购买设备提高生产效率;二是扩展全球制造能力,包括泰国和越南建立的新的HDI及MLPCB 生产设施,进一步提升全球交付能力;三是将用于购买mSAP制造设备及其他机器的智能制造设备;此 外,公司还将投资部分资金用于研发活动。 长江商报消息 ●长江商报记者 潘瑞冬 胜宏科技(300476.SZ)赴港上市迎来新进展。 8月20日晚间,胜宏科技发布公告称,公司已于2025年8月20日向香港联交所递交上市申请,并于同日在 香港联交所网站刊登了本次发行的申请资料。 长江商报记者注意到 ...
主力资金丨尾盘上演“地天板”,主力资金抢筹超亿元
Zheng Quan Shi Bao Wang· 2025-08-21 11:25
(原标题:主力资金丨尾盘上演"地天板",主力资金抢筹超亿元) 3个行业主力资金净流入。 据证券时报·数据宝统计,今日(8月21日)沪深两市主力资金净流出516.92亿元,其中创业板净流出226.22亿元,沪深300成份股净流出92.57亿 元。 行业板块方面,申万一级行业有17个上涨,农林牧渔和石油石化行业涨幅居前,均超1%;14个下跌行业中,机械设备行业跌幅居首,达1.08%。 从资金流向来看,申万一级行业中,仅3个行业获主力资金净流入。商贸零售行业净流入金额居首,达3.5亿元;综合和钢铁行业净流入金额分别 为1.27亿元、962.78万元。 28个主力资金净流出的行业中,电子行业净流出金额居首,达97.02亿元;机械设备和电力设备行业净流出金额均超57亿元,汽车、有色金属、通 信和国防军工行业净流出金额居前,均超30亿元。 主力资金大幅净流出3只龙头股 从个股来看,74股主力资金净流入均超1亿元,其中16股净流入在3亿元以上。 通信龙头股中兴通讯主力资金净流入19.78亿元,居首;该股今日成交额达219.33亿元,股价涨6.56%。昨日晚间,浙商证券发布近三个月唯一一 份涉及中兴通讯的研报。研报称,通信设 ...
主力资金 | 尾盘上演“地天板”,主力资金抢筹超亿元
Zheng Quan Shi Bao· 2025-08-21 11:10
3个行业主力资金净流入。 多元金融股中油资本主力资金净流入9.52亿元,居次席,股价"一"字涨停。京北方同样涨停,主力资金 净流入8.3亿元。 行业板块方面,申万一级行业有17个上涨,农林牧渔和石油石化行业涨幅居前,均超1%;14个下跌行 业中,机械设备行业跌幅居首,达1.08%。 信创概念股北信源主力资金净流入8.28亿元。午后信创概念异动拉升,北信源"20cm"涨停,麒麟信安、 荣科科技、达梦数据、太极股份、中国软件等跟涨。消息面上,东莞证券指出,信创产业按 照"2+8+N"节奏稳步推进,正从政策驱动转向政策+市场双驱动。预计2025~2026年市场规模增速分别达 17.84%和26.82%,2026年将突破2.6万亿元。 | | | 8月21日主力资金净流入排名 | | | --- | --- | --- | --- | | 代码 | 简称 | 今日涨跌幅 净流入资金 | | | | | (%) | (亿元) | | 000063 | 中兴通讯 | 6.56 | 19.78 | | 000617 | 中油资本 | 10.02 | 9.52 | | 002987 | 京北方 | 9.98 | 8.30 | ...
先进科技主题:高端PCB产能加速推进,PCB产业链迎景气周期
Shanghai Securities· 2025-08-21 10:56
Investment Rating - The industry investment rating is "Overweight (Maintain)" [2] Core Viewpoints - The high-end PCB capacity is accelerating, leading to a favorable cycle for the PCB industry chain. The demand for high-end PCBs is driven by the upgrade of AI server hardware, with global AI server shipments expected to grow from 500,000 units in 2020 to 2 million units in 2024, representing a compound annual growth rate (CAGR) of 45.2% [7][8] - The structural characteristics of the PCB market show a "high-end shortage and low-end pressure," with products like copper-clad laminates and HDI experiencing simultaneous volume and price increases. Major companies are expanding their high-end product capacities to meet the growing demand [8][10] Summary by Sections Market Review - The Shanghai Composite Index closed at 3,696.77 points with a weekly increase of +1.7%. The Shenzhen Component Index closed at 11,634.67 points with a weekly increase of +4.55%. The ChiNext Index closed at 2,534.22 points with a weekly increase of +8.58% [5] Technology Industry Viewpoints - The report emphasizes the importance of focusing on PCB, ODM, AIOT, and AIDC sectors for low-cost investment opportunities following a short-term price correction [7] Investment Recommendations - Recommended companies in the PCB sector include Shenghong Technology, Huidian Co., Jingwang Electronics, and Shengyi Technology, which are expected to benefit from the increased demand for high-end PCBs driven by AI server shipments [7][10] - PCB equipment manufacturers such as Chipbond Technology, Dazhu CNC, Dongwei Technology, and Rilun Technology are also expected to benefit from the growth in high-end PCB demand [10] - The report suggests that the expansion of PCB production capacity will lead to increased demand for PCB-specific production equipment, particularly in key production processes [8][10]
数据复盘丨农林牧渔、石油石化等行业走强 74股获主力资金净流入超1亿元
Zheng Quan Shi Bao Wang· 2025-08-21 09:55
涨停股中,从连续涨停天数来看,大于或等于2天的个股有12只,其中,科森科技5连板,连续涨停板数 量最多;园林股份、ST尔雅均4连板;御银股份、ST东时、世茂能源均3连板;日丰股份、ST中迪、仁 和药业、成飞集成、汇嘉时代、华升股份均2连板。 8月21日,上证指数全天窄幅震荡;深证成指、创业板指早盘探底回升,临近午盘震荡回落,午后一度 回升,随后再度回落,尾盘有所回升;科创50指数早盘冲高回落,午后一度回升,随后震荡回落。截至 收盘,上证指数报3771.10点,涨0.13%,成交额9977.42亿元;深证成指报11919.76点,跌0.06%,成交 额14263.15亿元;创业板指报2595.47点,跌0.47%,成交额6563.75亿元;科创50指数报1149.15点,涨 0.09%,成交额657亿元。沪深两市合计成交24240.57亿元,连续7个交易日突破2万亿元,成交额较上一 交易日增加158.23亿元。 农林牧渔、石油石化等行业走强科森科技5连板 盘面上来看,行业板块、概念涨多跌少。其中,农林牧渔、石油石化、美容护理、公用事业、传媒、化 工、银行、煤炭等行业涨幅靠前;可燃冰、跨境支付、数据确权、钛白粉、 ...
电子行业8月21日资金流向日报
Zheng Quan Shi Bao Wang· 2025-08-21 08:53
(原标题:电子行业8月21日资金流向日报) 沪指8月21日上涨0.13%,申万所属行业中,今日上涨的有17个,涨幅居前的行业为农林牧渔、石油石化,涨幅分别为1.50%、1.39%。跌幅居前的 行业为机械设备、电力设备,跌幅分别为1.08%、0.98%。电子行业今日下跌0.68%。 电子行业今日下跌0.68%,全天主力资金净流出149.90亿元,该行业所属的个股共467只,今日上涨的有104只,涨停的有3只;下跌的有358只,跌 停的有1只。以资金流向数据进行统计,该行业资金净流入的个股有137只,其中,净流入资金超亿元的有14只,净流入资金居首的是兆易创新, 今日净流入资金13.09亿元,紧随其后的是立讯精密、深圳华强,净流入资金分别为8.09亿元、5.25亿元。电子行业资金净流出个股中,资金净流 出超亿元的有57只,净流出资金居前的有胜宏科技、工业富联、东芯股份,净流出资金分别为14.36亿元、12.45亿元、9.68亿元。(数据宝) 电子行业资金流入榜 | 代码 | 简称 | 今日涨跌幅(%) | 今日换手率(%) | 主力资金流量(万元) | | --- | --- | --- | --- | --- ...
PCB概念下跌2.10%,主力资金净流出117股
Zheng Quan Shi Bao Wang· 2025-08-21 08:53
PCB概念资金流出榜 | 代码 | 简称 | 今日涨跌幅(%) | 今日换手率(%) | 主力资金流量(万元) | | --- | --- | --- | --- | --- | | 300476 | 胜宏科技 | -3.71 | 5.00 | -143635.55 | | 600601 | 方正科技 | -5.41 | 9.54 | -48857.35 | | 002463 | 沪电股份 | -1.98 | 4.14 | -37828.98 | | 002815 | 崇达技术 | -9.97 | 21.14 | -31958.66 | | 301511 | 德福科技 | -8.08 | 12.42 | -28751.55 | | 002008 | 大族激光 | -2.24 | 5.62 | -26631.32 | | 000657 | 中钨高新 | -5.01 | 12.84 | -22111.80 | | 002938 | 鹏鼎控股 | -6.00 | 2.19 | -18541.25 | | 300450 | 先导智能 | -3.57 | 2.68 | -17374.08 | | 002579 | 中京 ...
超3000只个股下跌
第一财经· 2025-08-21 07:31
Market Overview - As of the market close on August 21, the Shanghai Composite Index rose by 0.13% to 3771.10, while the Shenzhen Component Index fell by 0.06% to 11919.76, and the ChiNext Index decreased by 0.47% to 2595.47 [3][4]. - The total trading volume in the Shanghai and Shenzhen markets reached 2.42 trillion yuan, marking the seventh consecutive trading day with volumes exceeding 2 trillion yuan [5]. Sector Performance - The market saw a mixed performance with over 3000 stocks declining. Notable sectors that performed well included combustible ice, digital currency, oil and gas extraction, trust concepts, and electricity [7]. - The digital currency sector was particularly strong, with stocks like Sanwei Xinan and Beixin Source hitting the daily limit of 20% increase, alongside multiple stocks such as Cuiwei Co., Zhongyou Capital, and Tianrongxin also reaching their daily limits [7]. Stock Highlights - ZTE Corporation's A-shares saw a trading volume exceeding 20 billion yuan, with the stock rising by 6.56% by the end of the trading day [8]. - In terms of capital flow, major inflows were observed in basic chemicals, computers, public utilities, and banking sectors, while mechanical equipment, electrical equipment, non-ferrous metals, and automotive sectors experienced net outflows [10]. Institutional Insights - Guodu Securities noted that the overall market remains in a trend of oscillating upward, with high trading activity and market sentiment. Investors are encouraged to actively participate in the market, focusing on large-cap stocks with performance, scale, and trends, particularly in sectors like computing hardware, semiconductor chips, and robotics [14]. - Huatai Securities highlighted that both volume and price in A-shares are rising, with trading activity remaining high without signs of overcrowding. Although foreign trading activity has increased, there has not yet been a net inflow trend from foreign institutional investors, which could be a significant factor for future market movements [14].
主力个股资金流出前20:卧龙电驱流出13.40亿元、胜宏科技流出12.94亿元





Jin Rong Jie· 2025-08-21 06:23
Key Points - The main focus of the article is on the significant outflow of capital from specific stocks as of August 21, with the top 20 stocks experiencing the largest withdrawals [1][2] Group 1: Capital Outflow - The stock with the highest capital outflow is Wolong Electric Drive, with a withdrawal of 1.34 billion [1] - Shenghong Technology follows closely with an outflow of 1.29 billion [1] - Other notable stocks with significant outflows include Inspur Information (1.25 billion), Northern Rare Earth (1.23 billion), and Industrial Fulian (0.88 billion) [1]