据港交所8月20日披露，胜宏科技（300476）(惠州)股份有限公司(简称：胜宏科技)向港交所主板递交上市申 请，摩根大通、中信建投（601066）国际、广发证券(香港)为联席保荐人。 | 分别为7.91亿元、6.71亿元、11.54亿元、2.10亿元、9.21亿元人民币。 | | --- | 招股书显示，胜宏科技是全球领先的人工智能及高性能计算PCB供应商，专注于高阶HDI、高多层PCB的研发、 生产和销售。凭借领先的技术、高品质产品和强大的生产能力，成为众多全球顶尖科技企业的重要合作伙伴。 根据弗若斯特沙利文的资料，以2025年第一季度人工智能及高性能算力PCB收入规模计，公司的市场份额位居 全球第一，核心应用涵盖AI算力卡、服务器、AI服务器、数据中心交换机、通用基板等关键设备。 作为PCB行业技术引领者，胜宏科技具备生产100层以上高多层PCB制造能力，是全球首批实现6阶24层HDI产品 大规模生产，以及8阶28层HDI与16层任意互联(Any-layer)HDI技术能力的企业，产品广泛应用于人工智能、新能 源汽车、高速网络通信等高增长领域，助推中国高端PCB产业发展。 在人工智能技术爆发式增长的当下 ...

据港交所文件：胜宏科技（惠州）股份有限公司向港交所提交上市申请书。 ...

Group 1 - Zhongheng Electric and Kangsong shares hit the daily limit down [1] - Ruikeda shares fell over 10% [1] - Oulutong shares also dropped over 10% [1] - Xinyi Technology, Shenghong Technology, Feiling Kesi, Magmet, and Tianfu Communication all experienced declines of over 6% [1]

风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 8月20日，截止午间收盘，创业50ETF（159682）跌1.73%，报1.134元，成交额1.25亿元。创业50ETF （159682）重仓股方面，宁德时代截止午盘跌1.47%，东方财富跌1.56%，汇川技术跌1.15%，中际旭创 跌4.54%，迈瑞医疗跌0.12%，新易盛跌3.15%，阳光电源跌3.69%，胜宏科技跌6.09%，亿纬锂能跌 0.76%，同花顺跌2.72%。 创业50ETF（159682）业绩比较基准为创业板50指数收益率，管理人为景顺长城基金管理有限公司，基 金经理为汪洋、张晓南，成立（2022-12-23）以来回报为15.66%，近一个月回报为15.73%。 来源：新浪基金∞工作室 ...

Core Viewpoint - The recent surge in prices of various chemical products and industrial materials is driven by strong market demand, particularly from the AI sector, leading to significant growth in the PCB industry and related companies [1][3]. Group 1: Market Dynamics - The PCB industry has seen a remarkable increase in market capitalization, with companies like Shenghong Technology surpassing 200 billion yuan and several others exceeding 100 billion yuan [1][9]. - The surge in stock prices for PCB-related companies has been notable, with 18 A-share PCB concept stocks increasing by over 100% since the beginning of the year [1][9]. Group 2: Company Performance - Major PCB companies reported strong performance in their semi-annual reports, with Shengyi Electronics achieving a revenue increase of 91% and a net profit increase of 452.11% [5][7]. - Other companies in the PCB supply chain, such as Tongguan Copper Foil and Heli Tai, also reported significant revenue and profit growth, with Tongguan Copper Foil's net profit increasing by 159.47% [3][9]. Group 3: Price Trends and Supply Chain Issues - The price of PCB products has been rising due to supply shortages of key materials like glass fiber cloth, which is critical for PCB manufacturing [12][14]. - The demand for AI-related PCBs is particularly strong, with industry experts indicating that this demand will support price increases until at least the end of Q4 [3][11]. Group 4: Future Outlook - The global PCB market is projected to grow, with an expected compound annual growth rate of 5.2% from 2024 to 2029, driven by sectors such as AI servers and data centers [17]. - Companies are actively expanding production capacities to meet the growing demand, with Shengyi Electronics planning to invest approximately 1.9 billion yuan in new production facilities [17][19].

Group 1 - The core viewpoint of the article emphasizes the significant growth potential in the PCB industry, particularly driven by AI server demand, with companies like Shenghong Technology and Huidian Co. expected to achieve over 70% profit growth in 2024 [4]. - The four major PCB companies are aligning their expansion strategies towards AI computing power, indicating a recovery in market conditions and a potential surge in performance [6]. - The launch of the second-generation Meta Ray-Ban in September 2023 has sparked a competitive landscape in the AI glasses market, with major international and domestic players like Apple, Microsoft, Xiaomi, and Huawei entering the fray [7]. Group 2 - The article highlights the competitive dynamics in the AI glasses sector, referring to it as a "hundred glasses war," where various tech giants are vying for market share [7]. - Despite being a significant player in the industry, one company remains under the radar, suggesting potential for growth and investment opportunities [8].

Core Viewpoint - The article discusses the performance of the Chuangye 50 ETF (159682) as of August 19, highlighting its current price, trading volume, and the performance of its major holdings [1]. Group 1: ETF Performance - As of the midday close on August 19, the Chuangye 50 ETF (159682) increased by 0.43%, reaching a price of 1.162 yuan, with a trading volume of 1.42 billion yuan [1]. - Since its inception on December 23, 2022, the fund has achieved a return of 15.60%, while its return over the past month stands at 15.67% [1]. Group 2: Major Holdings Performance - Key stocks within the Chuangye 50 ETF include: - Ningde Times: down 1.44% - Dongfang Fortune: down 1.47% - Huichuan Technology: up 0.96% - Zhongji Xuchuang: up 3.95% - Mindray Medical: down 0.28% - Xinyi Sheng: up 5.04% - Sunshine Power: up 2.29% - Shenghong Technology: up 0.92% - Yiwei Lithium Energy: up 0.70% - Tonghuashun: down 2.15% [1].

创业板公司最新融资余额4248.07亿元，已连续六个交易日增加，其间累计增加245.71亿元。 创业板融资余额连增期间，以金额统计，融资余额增加最多的是东方财富，最新融资余额为260.25亿 元，其间增加26.20亿元，融资余额增加较多的还有新易盛、中际旭创、胜宏科技等，分别增加20.05亿 元、8.38亿元、7.49亿元。融资余额减少较多的有华策影视、光线传媒、广和通等，分别减少2.11亿 元、2.04亿元、2.00亿元。（数据宝） 证券时报·数据宝统计显示，截至8月18日，创业板两融余额合计4261.60亿元，较上一交易日增加82.73 亿元。其中，融资余额合计4248.07亿元，较上一交易日增加82.53亿元，为连续六个交易日增加，其间 累计增加245.71亿元。 创业板融资余额变动排名 创业板两融余额及变动 | 日期 | 两融余额（亿元） | 环比增减（亿元） | 融资余额（亿元） | 环比增减（亿元） | | --- | --- | --- | --- | --- | | 2025.08.18 | 4261.60 | 82.73 | 4248.07 | 82.53 | | 2025.08.15 | ...

每经AI快讯，高位股集体冲高回落，赛诺医疗回吐逾13%涨幅转跌，胜宏科技翻绿，中际旭创、新易盛 涨幅显著收窄，寒武纪突破千元关口后回落近4%。 （文章来源：每日经济新闻） ...

近日，胜宏科技(惠州)股份有限公司新增购地信息，项目位置于广东省惠州市惠阳区淡水街道新桥村地 段，土地用途为一类工业用地，系胜宏科技（惠州）股份有限公司，供地方式为挂牌出让，成交价格 6944.0万元，合同签订日期2025年8月12日。 天眼查商业履历信息显示，胜宏科技(惠州)股份有限公司，成立于2006年，位于惠州市，是一家以从事 计算机、通信和其他电子设备制造业为主的企业。企业注册资本86268.8641万人民币，实缴资本 86268.8641万人民币。公司法定代表人为陈涛。 通过天眼查大数据分析，胜宏科技(惠州)股份有限公司共对外投资了7家企业，参与招投标项目31次， 知识产权方面有商标信息103条，专利信息588条，此外企业还拥有行政许可136个。 ...