人民财讯12月10日电，胜宏科技（300476）12月9日在机构调研时表示，为巩固公司在全球PCB行业的 领先地位，强化在AI算力、AI服务器等领域的优势，提升全球化交付服务能力，公司持续扩充高阶 HDI、高多层PCB及FPC等产品产能，包括惠州、泰国、越南及马来西亚工厂扩产项目等，扩产速度行 业领先。公司的扩产节奏正在加速推进，在基建、装修、设备配置及人才储备等多方面提前进行规划准 备。得益于公司丰富的高端产品生产经验，预计高端产能投产后可以较快完成产能爬坡。 ...

胜宏科技(惠州)股份有限公司投资者关系活动记录表 证券代码：300476 证券简称：胜宏科技 | 投资者关系活动类别 | 特定对象调研 ☐ ☐ | 分析师会议 | | --- | --- | --- | | | 媒体采访 ☐ ☐ | 业绩说明会 | | | ☐ 新闻发布会 ☐ | 路演活动 | | | 现场参观 ☐ 电话会议 | | | | ☐ 其他 | | | | 兴证全球基金、国盛证券、易方达基金、博时基金、淡水 泉、砥俊资产、东方阿尔法、沣京资本、富荣基金、歌汝 | | | | 私募、工银瑞信、广发证券、国金证券、国联证券、国泰 | | | | 证券、国投证券、国信证券、和沣资产、红筹投资、宏利 | | | | 基金、鸿道投资、华安基金、华安合鑫、华宝基金、华商 | | | | 基金、汇添富基金、惠通基金、混沌投资、嘉合基金、健 | | | | 顺投资、交银施罗德基金、今赫资产、景林资产、景顺资 | | | 参与单位名称及人员姓名 | 产、理成资产、摩根士丹利基金、南方基金、南土资产、 | | | | 宁波数法、诺德基金、盘京投资、鹏华基金、平安基金、 | | | | 平安养老、平安资产、前海开源基金 ...

Market Overview - The two markets experienced a significant net outflow of 27.057 billion yuan, with 1,604 stocks seeing net inflows and 3,014 stocks experiencing net outflows [1] - The Shanghai Composite Index closed down by 0.37% [1] Industry Performance - Six industries saw net inflows from large orders, with the retail trade sector leading at a net inflow of 1.274 billion yuan and an index increase of 0.36% [1] - The electronics sector followed with a net inflow of 0.623 billion yuan and an index increase of 0.78% [1] - A total of 25 industries experienced net outflows, with the non-ferrous metals sector seeing the largest outflow of 5.654 billion yuan [1] Individual Stock Performance - A total of 33 stocks had net inflows exceeding 200 million yuan, with Shenghong Technology leading at a net inflow of 1.743 billion yuan [2] - Industrial Fulian ranked second with a net inflow of 1.146 billion yuan [2] - The average increase for stocks with net inflows over 200 million yuan was 8.48%, outperforming the Shanghai Composite Index [2] Top Stocks by Net Inflow - Shenghong Technology: 1.743 billion yuan, closing price 318.05 yuan, increase 10.81% [2] - Industrial Fulian: 1.146 billion yuan, closing price 67.99 yuan, increase 7.22% [2] - LeiKe Defense: 1.111 billion yuan, closing price 9.78 yuan, increase 10.01% [2] Top Stocks by Net Outflow - Industrial Securities: -0.911 billion yuan, closing price 7.24 yuan, decrease 5.97% [3] - Shunhao Co.: -0.819 billion yuan, closing price 13.20 yuan, increase 0.84% [3] - Sanhua Intelligent Control: -0.750 billion yuan, closing price 45.96 yuan, decrease 1.79% [3]

Core Insights - The AI mobile phone concept is gaining traction, with companies like Shenghong Technology and Furong Technology seeing significant stock price increases following the announcement of the open-sourcing of the AutoGLM AI model by Zhiyu Technology [1][2] Industry Developments - Zhiyu Technology has open-sourced its AutoGLM model, which is recognized as the world's first AI agent capable of mobile operations, enabling complex tasks like food ordering and flight booking [1][2] - The open-sourcing of AutoGLM is expected to lower the technical barriers for AI mobile phones, transitioning the ecosystem from a closed to an open collaborative model [1][2] - The project supports both local and cloud deployment, ensuring users maintain control over their data and privacy [1][2] Market Trends - The AI mobile phone sector is witnessing significant interest from major players, with the recent collaboration between Douyin's AI assistant "Doubao" and ZTE marking a substantial step in the integration of AI models with mobile hardware [2][3] - AI mobile phones are moving from concept to real-world applications, capable of automating tasks in various scenarios such as food delivery and customer service [2][3] Future Outlook - Citic Securities predicts that AI mobile phones will be a major transformation in the industry, with expectations for the launch of AI phones equipped with advanced capabilities by the end of 2025 [3] - The Chinese government's policies are increasingly supportive of AI mobile technology, aiming to foster a comprehensive ecosystem for smart products [3][4] - Experts believe that the continuous breakthroughs in core technologies will unlock significant market potential, driving the evolution of consumer electronics from tools to intelligent partners [4]

Core Viewpoint - The electronic ETF (515260) has shown resilience against market corrections, achieving a price increase of over 1.8% at one point and closing up 1.37%, marking a four-day winning streak and recovering above the 60-day moving average [1][10]. Group 1: Performance of Electronic ETF and Key Stocks - The electronic ETF's index saw significant gains, with printed circuit board (PCB) stocks dominating the top performers, occupying 6 out of the top 10 positions [3][10]. - Key stocks include Shenghong Technology, which surged over 10%, and other notable performers like Shengyi Technology and Pengding Holdings, which rose by over 7% and 6% respectively [3][10]. - Industrial Fulian, a leader in consumer electronics, also saw a rise of over 7%, while AI chip leader Cambricon Technologies increased by 1.28%, surpassing Kweichow Moutai to become the highest stock in A-shares [3][10]. Group 2: Capital Inflows and Market Trends - The electronic sector experienced a net inflow of over 15.4 billion yuan in a single day, with cumulative inflows over the past 5, 20, and 60 days reaching approximately 53 billion yuan, 126.3 billion yuan, and 331.7 billion yuan respectively, maintaining the highest inflow among 31 sectors [4][11]. - Shenghong Technology led the A-share inflow rankings with over 3.1 billion yuan in net inflows [4][11]. Group 3: Future Outlook for PCB Industry - The approval for Nvidia to sell H200 chips to China is expected to benefit the PCB sector, as the high bandwidth demand will drive the need for high-frequency, high-layer PCBs, leading to a dual benefit of volume and price increases [5][10]. - According to Zheshang Securities, the global PCB market is projected to reach approximately 94.66 billion USD by 2029, indicating a vast market potential [6][12]. - The current domestic high-end PCB equipment localization rate is below 30%, suggesting opportunities for domestic replacements, with leading companies gradually gaining global competitiveness in drilling, lithography, and electroplating [6][12]. Group 4: Policy and Industry Support - The external environment is pushing China to achieve self-sufficiency in the semiconductor supply chain, while AI is reshaping consumer electronics, enhancing user experiences [6][12]. - National policies and industry support are expected to bolster the electronic sector's growth [6][12].

龙虎榜方面，多只福建本地股遭游资抛售，其中海欣食品遭一家一线游资席位（广发证券深圳福华一路）卖出8672万，榕基软件遭两家一线游资席位（国盛 证券宁波桑田路、国泰海通证券上海新闸路）合计卖出1.06亿，红相股份遭一家一线游资席位（国泰海通证券成都北一环路）卖出1.1亿。 从深股通前十大成交个股来看，中际旭创位居首位；胜宏科技和新易盛分居二、三位。 二、板块个股主力大单资金 从板块表现来看，算力硬件、零售、福建等板块涨幅居前，海南、有色金属、煤炭等板块跌幅居前。 | 排名 | 板块名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 商贸零售 | 8.99 | 2.61 | | 2 | 电力设备 | 5.49 | 1.08 | | 3 | 影视院线 | 0.90 | 0.79 | | 4 | 出版 银行 | -0.36 -0.67 | -1.00 -0.28 | 算力硬件概念股德科立今日20cm涨停，两家机构买入2.91亿，一家机构卖出1.16亿。 一、沪深股通前十大成交 今日沪股通总成交金额为996.46亿，深股通总成交金额为1199 ...

截至12月9日收盘，共封装光学(CPO)概念上涨1.64%，位居概念板块涨幅第1，板块内，89股上涨，陕 西华达、德科立等20%涨停，中瓷电子、超声电子等涨停，乾照光电、胜宏科技、腾景科技等涨幅居 前，分别上涨11.40%、10.81%、10.54%。跌幅居前的有通宇通讯、特发信息、中富电路等，分别下跌 8.30%、7.60%、7.09%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 共封装光学(CPO) | 1.64 | 海南自贸区 | -3.33 | | 福建自贸区 | 1.44 | 金属铅 | -3.05 | | PVDF概念 | 1.39 | 金属锌 | -2.82 | | 太赫兹 | 1.14 | 金属铜 | -2.58 | | 乳业 | 1.12 | 天津自贸区 | -2.31 | | 海峡两岸 | 1.04 | 特钢概念 | -2.07 | | 数字水印 | 0.83 | 磷化工 | -2.05 | | 共享单车 | 0.81 | 黄金概念 | -2.02 | | 光刻机 | 0.77 | ...

Group 1 - PCB concept index rose by 0.68%, ranking 10th among concept sectors, with 93 stocks increasing, including Tian Tong Co., Tai Yong Chang Zheng, and Chao Sheng Electronics hitting the daily limit [1] - Notable gainers in the PCB sector included Ding Tai Gao Ke, Sheng Hong Technology, and Tian Cheng Technology, which rose by 14.80%, 10.81%, and 9.35% respectively [1] - The biggest decliners were Zhongfu Circuit, Tongling Nonferrous Metals, and Li He Xing, which fell by 7.09%, 5.03%, and 4.95% respectively [1] Group 2 - The PCB sector saw a net inflow of 3.717 billion yuan, with 74 stocks receiving net inflows, and 16 stocks exceeding 100 million yuan in net inflows [2] - Sheng Hong Technology led the net inflow with 1.306 billion yuan, followed by Peng Ding Holdings, He Li Tai, and Hu Dian Co., which had net inflows of 537 million yuan, 478 million yuan, and 445 million yuan respectively [2] Group 3 - In terms of net inflow ratios, Tian Tong Co., Tai Yong Chang Zheng, and Peng Ding Holdings had the highest ratios at 25.12%, 23.93%, and 17.69% respectively [3] - The top stocks in the PCB sector by net inflow included Sheng Hong Technology, Peng Ding Holdings, and He Li Tai, with respective net inflows of 1.306 billion yuan, 537 million yuan, and 478 million yuan [3][4]

电子行业资金流入榜 沪指12月9日下跌0.37%，申万所属行业中，今日上涨的有5个，涨幅居前的行业为综合、通信，涨幅分 别为3.45%、2.23%。电子行业位居今日涨幅榜第三。跌幅居前的行业为有色金属、钢铁，跌幅分别为 3.03%、2.47%。 资金面上看，两市主力资金全天净流出529.92亿元，主力资金净流入的行业仅有3个，商贸零售行业净 流入资金11.43亿元；综合行业净流入资金4.32亿元；银行行业净流入资金7057.87万元。 主力资金净流出的行业有28个，有色金属行业主力资金净流出规模居首，全天净流出资金79.37亿元， 其次是计算机行业，净流出资金为56.16亿元，净流出资金较多的还有机械设备、非银金融、电力设备 等行业。 电子行业今日上涨0.78%，全天主力资金净流出8.44亿元，该行业所属的个股共472只，今日上涨的有 171只，涨停的有4只；下跌的有292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145只，其中，净流入资金超亿元的有25只，净流入资金居首的是胜宏科技，今日净流入资金 13.06亿元，紧随其后的是工业富联、鹏鼎控股，净流入资金分别为11.67亿元、5. ...

证券之星消息，12月9日元件板块较上一交易日上涨4.72%，胜宏科技领涨。当日上证指数报收于 3909.52，下跌0.37%。深证成指报收于13277.36，下跌0.39%。元件板块个股涨跌见下表： 从资金流向上来看，当日元件板块主力资金净流入42.44亿元，游资资金净流出16.34亿元，散户资金净 流出26.1亿元。元件板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...