陈涛带领着胜宏科技（300476）(300476.SZ)继续开疆拓土。 7月18日晚间，胜宏科技发布公告称，公司定增事项已经获深交所审核通过。此次定增公司拟募资19亿 元，用于两大项目的扩产及补流还贷。 胜宏科技由陈涛创立，在中国PCB行业发展之初，陈涛就一头扎进来，作为"技术小白"的他，通过"埋 头苦拆"，发现了电路板上的财富密码；到2025年，陈涛创业已经22年，带领胜宏科技跨越百亿营收大 关。 2025年以来，随着消费电子回暖，PCB行业需求爆发，胜宏科技业绩迎来高速增长，市值更是从年初的 363亿元增长至目前的1398亿元，涨超千亿元。 业绩和股价齐飞，朝着第二个百亿目标，陈涛和胜宏科技踏入新征程。 "技术小白"拆开财富密码 胜宏科技创立后，陈涛开始在PCB行业进行技术攻坚，他将营业额的3%以上持续投入研发，组建450余 人的专业团队，建立省市区三级研发中心。2008年，胜宏科技投产；2010年，胜宏科技完成股权变更； 2014年，胜宏科技营收首次突破10亿元。2015年6月，胜宏科技在创业板上市。 穿越周期跨过百亿营收大关 上市之后，胜宏科技的营业收入和归母净利润连续7年实现双增。考验在2023年悄 ...

Core Viewpoint - The article highlights the ongoing strong performance of the innovative drug sector, with several fund managers increasing their allocations to this area, indicating a positive outlook for the future despite potential adjustments and volatility ahead [2][3][8]. Group 1: Fund Managers' Adjustments - Fund manager Fu Pengbo has increased allocations to the pharmaceutical sector, particularly in innovative drugs and traditional medicine benefiting from AI, while also adjusting positions in the export chain [4]. - Fund manager Gao Nan has shifted focus towards TMT (Technology, Media, and Telecommunications) and innovative drugs, with significant growth in fund size, indicating a strategic pivot in investment focus [5][6]. - Both fund managers express confidence in the continuation of the innovative drug market's upward trend, emphasizing the importance of evaluating company performance through upcoming mid-year reports [4][10]. Group 2: Market Dynamics and Trends - The innovative drug sector is seen as a necessary evolution rather than an option, with Chinese companies positioned to benefit from global competition and transparency in drug development [9][10]. - Factors contributing to the success of Chinese innovative drugs include high research efficiency, lower operational costs, and a well-established industry chain that supports rapid market entry and commercialization [9]. - The article notes that while the innovative drug sector has strong long-term potential, it has already experienced significant gains, suggesting that market corrections and fluctuations are likely in the near future [3][11].

Market Overview - On July 18, the Shanghai Composite Index rose by 0.50%, the Shenzhen Component Index increased by 0.37%, the ChiNext Index went up by 0.34%, and the CSI 300 Index gained 0.60% [1] - Among the tradable A-shares, 2,603 stocks rose, accounting for 48.15%, while 2,567 stocks declined [1] Capital Flow - The main capital saw a net outflow of 22.987 billion yuan throughout the day [1] - The ChiNext experienced a net outflow of 11.028 billion yuan, while the STAR Market had a net outflow of 2.009 billion yuan [1] - The CSI 300 constituent stocks had a net inflow of 2.142 billion yuan [1] Industry Performance - Out of the 28 primary industries classified by Shenwan, 22 industries saw an increase, with the non-ferrous metals and basic chemicals sectors leading with gains of 2.10% and 1.36%, respectively [1] - The media and electronics sectors had the largest declines, with drops of 0.98% and 0.49% [1] Industry Capital Inflow and Outflow - The non-ferrous metals industry had the highest net inflow of capital, totaling 3.794 billion yuan, and rose by 2.10% [1] - The non-bank financial sector saw a net inflow of 0.897 billion yuan, with a daily increase of 0.33% [1] - The electronics industry had the largest net outflow, with a total of 8.341 billion yuan and a decline of 0.49% [1] - The computer sector experienced a net outflow of 4.375 billion yuan, despite a daily increase of 0.35% [1] Individual Stock Performance - A total of 1,835 stocks had net inflows, with 661 stocks seeing inflows exceeding 10 million yuan, and 70 stocks with inflows over 100 million yuan [2] - The stock with the highest net inflow was Northern Rare Earth, which rose by 9.87% with a net inflow of 2.109 billion yuan [2] - Other notable inflows included China Oil Capital and Wanhua Chemical, with net inflows of 1.150 billion yuan and 0.849 billion yuan, respectively [2] - Conversely, 101 stocks had net outflows exceeding 100 million yuan, with Changshan Beiming, Shenghong Technology, and Hengbao shares leading the outflows at 1.302 billion yuan, 1.087 billion yuan, and 0.716 billion yuan, respectively [2]

Market Overview - The Shanghai Composite Index rose by 0.50% on July 18, with 22 out of the 28 sectors in the Shenwan classification experiencing gains. The top-performing sectors were non-ferrous metals and basic chemicals, with increases of 2.10% and 1.36% respectively. Conversely, the media and electronics sectors saw declines of 0.98% and 0.49% respectively [2] Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 22.99 billion yuan throughout the day. However, 10 sectors saw net inflows, with the non-ferrous metals sector leading with a net inflow of 3.794 billion yuan, while the non-bank financial sector had a slight increase of 0.33% and a net inflow of 899 million yuan [2] - A total of 21 sectors experienced net outflows, with the electronics sector facing the largest outflow of 8.341 billion yuan, followed by the computer sector with a net outflow of 4.375 billion yuan. Other sectors with significant outflows included telecommunications, machinery, and automotive [2] Electronics Sector Performance - The electronics sector declined by 0.49% with a total of 465 stocks in the sector. Out of these, 156 stocks rose, including 2 that hit the daily limit, while 303 stocks fell. The net inflow of funds into the sector was recorded for 133 stocks, with 8 stocks seeing inflows exceeding 50 million yuan. The top stock for net inflow was Wente Technology, with an inflow of 188 million yuan, followed by Haowei Group and Youyan New Materials with inflows of 169 million yuan and 118 million yuan respectively [3] - The stocks with the largest net outflows included Shenghong Technology, Dongshan Precision, and Taijing Technology, with outflows of 1.087 billion yuan, 660 million yuan, and 262 million yuan respectively [3][5] Electronics Sector Fund Flow Rankings - The top stocks in the electronics sector by fund inflow included: - Wente Technology: +5.53%, 4.31% turnover, 187.78 million yuan inflow - Haowei Group: +2.63%, 2.14% turnover, 168.59 million yuan inflow - Youyan New Materials: +1.98%, 8.94% turnover, 118.04 million yuan inflow [4] - The stocks with the largest net outflows included: - Shenghong Technology: -4.59%, 6.34% turnover, -1.0865 billion yuan outflow - Dongshan Precision: -1.99%, 8.92% turnover, -660.15 million yuan outflow - Taijing Technology: +0.96%, 20.45% turnover, -262 million yuan outflow [5]

Company Overview - Victory Giant Technology (HuiZhou) Co., Ltd. is primarily engaged in the research, design, production, and sales of printed circuit boards (PCBs) [11] - The company specializes in high-precision PCBs, including rigid circuit boards (high-end multilayer boards and HDI boards) and flexible circuit boards [11] - The main products are widely used in artificial intelligence, automotive electronics (new energy), next-generation communication technology, big data centers, industrial interconnectivity, medical instruments, computers, and aerospace [11] Financial Information - The company plans to raise a total of 190 million yuan through a specific issuance of A-shares, which is a reduction from the original target of 198 million yuan [8] - The net proceeds from the fundraising will be allocated to various projects, with a total investment amount of 376.76 million yuan [8] Shareholding Structure - As of March 31, 2025, the major shareholders include the controlling shareholder, Shenzhen Shenghua Xinye Investment Co., Ltd., holding 15.63% of shares, and Hong Kong Shenghong holding 15.24% [12] - The actual controller, Chen Tao, holds 90% of Shenghua Xinye and indirectly controls 30.87% of the voting rights in the company [12] Investment Projects - The company plans to invest in projects such as the AI HDI project in Vietnam and the high-layer PCB project in Thailand, with expected annual revenues of 1.95 billion yuan and 1.65 billion yuan respectively after reaching production capacity [2][3] - The new capacity from these projects is projected to account for 16.13% and 17.34% of the company's total HDI and multilayer board capacity in 2024 [2] Market Risks - The company faces risks related to fluctuations in overseas sales revenue, which amounted to approximately 4.91 billion yuan and 4.88 billion yuan in the reporting period [2] - The PCB industry is characterized by intense competition, with a trend towards consolidation and larger enterprises dominating the market [4] Regulatory Environment - The company operates under the supervision of the Ministry of Industry and Information Technology of the People's Republic of China, which is responsible for formulating and implementing industry policies and standards [12]

Group 1 - The company, Shenghong Technology (Huizhou) Co., Ltd., has submitted an application for a specific stock issuance, which was approved by the Shenzhen Stock Exchange's Listing Review Center on July 17, 2025 [1][2] - The company has updated and revised the content of the fundraising prospectus and related application documents in accordance with its actual situation and relevant review requirements [1] - The issuance of stocks is subject to approval from the China Securities Regulatory Commission (CSRC), and there is uncertainty regarding whether the CSRC will grant the registration decision and the timing of such a decision [2] Group 2 - The company will fulfill its information disclosure obligations in a timely manner based on the progress of this matter [2]

胜宏科技（惠州）股份有限公司 关于向特定对象发行股票提交募集说明书（注册稿）等 申请文件的提示性公告 本公司及董事会全体成员保证公告内容的真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 胜宏科技（惠州）股份有限公司（以下简称"公司"）向特定对象发行股票的 申请已于 2025 年 7 月 17 日获得深圳证券交易所上市审核中心审核通过，具体内 容详见公司于 2025 年 7 月 17 日在巨潮资讯网（www.cninfo.com.cn）披露的《关 于向特定对象发行股票申请获得深圳证券交易所上市审核中心审核通过的公告》 （公告编号：2025-077）。 证券代码：300476 证券简称：胜宏科技 公告编号：2025-078 根据公司实际情况及相关审核要求，公司会同相关中介机构对募集说明书等 申请文件内容进行了更新和修订，具体内容详见公司于 2025 年 7 月 18 日在巨潮 资讯网（www.cninfo.com.cn）披露的相关文件。 公司本次向特定对象发行股票事项尚需获得中国证券监督管理委员会（以下 称"中国证监会"）作出同意注册的决定后方可实施，最终能否获得中国证监会作 出同意注册的决定及其时间尚 ...

国信证券股份有限公司关于 胜宏科技（惠州）股份有限公司 创业板向特定对象发行股票的 发行保荐书 保荐人（主承销商） （注册地址：深圳市罗湖区红岭中路 1012 号国信证券大厦 16-26 层） 3-1-1 保荐机构声明 本保荐机构及所指定的两名保荐代表人均是根据《中华人民共和国公司法》 （以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券 法》"）、《上市公司证券发行注册管理办法》（以下简称"《注册管理办法》"） 等有关法律、法规和中国证券监督管理委员会（以下简称"中国证监会"）的有 关规定，诚实守信，勤勉尽责，严格按照依法制订的业务规则、行业执业规范和 道德准则出具本发行保荐书，并保证所出具的文件真实、准确、完整。 3-1-2 第一节 本次证券发行基本情况 一、保荐代表人情况 张茜女士：国信证券投资银行事业部业务总监，保荐代表人，管理学硕士。 2017 年加入国信证券开始从事投资银行工作，先后参与完成了贝仕达克、瑞华泰 等首次公开发行股票项目，胜宏科技向特定对象发行股票项目、瑞华泰可转债等 再融资项目。 郭振国先生：国信证券投资银行事业部执行总经理，保荐代表人，经济学硕 士。2008 年加 ...

胜宏科技（惠州）股份有限公司 Victory Giant Technology (HuiZhou) Co., Ltd. （注册地址：惠州市惠阳区淡水镇新桥村行诚科技园） 股票简称：胜宏科技 股票代码：300476 2024年度向特定对象发行股票 募集说明书 （注册稿） 保荐机构（主承销商） （住所：深圳市罗湖区红岭中路 1012 号国信证券大厦 16-26 层） 二〇二五年七月 胜宏科技（惠州）股份有限公司 募集说明书 公司声明 本公司及全体董事、监事、高级管理人员承诺本募集说明书内容真实、准确、 完整，不存在虚假记载、误导性陈述或重大遗漏，按照诚信原则履行承诺，并承 担相应的法律责任。 本公司控股股东承诺本募集说明书内容真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，按照诚信原则履行承诺，并承担相应的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人保证募集说明书中财务 会计资料真实、完整。 一、特别风险提示 公司特别提醒投资者注意以下风险扼要提示，欲详细了解，请认真阅读本募 集说明书"第六节 与本次发行相关的风险因素"。 （一）境外收入波动的风险 中国证监会、交易所对本次发行所作的任何决 ...

保荐人（主承销商） 国信证券股份有限公司关于 胜宏科技（惠州）股份有限公司 创业板向特定对象发行股票的 上市保荐书 （注册地址：深圳市罗湖区红岭中路 1012 号国信证券大厦 16-26 层） 3-3-1 保荐机构声明 本保荐机构及所指定的两名保荐代表人均是根据《中华人民共和国公司法》 （以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、《上 市公司证券发行注册管理办法》（以下简称"《注册管理办法》"）等法律法规和中 国证券监督管理委员会（以下简称"中国证监会"）及深圳证券交易所（以下简称 "深交所"）的有关规定，诚实守信，勤勉尽责，严格按照依法制订的业务规则和 行业自律规范出具本上市保荐书，并保证所出具的文件真实、准确、完整。 3-3-2 深圳证券交易所： 胜宏科技（惠州）股份有限公司（以下简称"胜宏科技"、"发行人"、"公司"） 拟申请向特定对象发行股票。国信证券股份有限公司（以下简称"国信证券"、"保 荐机构"、"保荐人"）认为发行人符合《公司法》《证券法》《注册管理办法》以及 《深圳证券交易所创业板股票上市规则》（以下简称"《上市规则》"）等法律、法 规和规范性文件的规定， ...