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胜宏科技:截至2025年9月19日公司股东人数为164803户
Zheng Quan Ri Bao Wang· 2025-09-23 10:42
Group 1 - The company, Shenghong Technology, reported that as of September 19, 2025, the number of shareholders is 164,803 [1]
胜宏科技(300476):AI 硬件系列之 5:AI PCB 全球领军,受益算力需求扩容与技术升级
Investment Rating - The report initiates coverage with a "Buy" rating for the company, indicating a strong potential for growth in the AI PCB market [7][6][4]. Core Insights - The company is a global leader in AI PCB, with nearly half of its revenue coming from AI-related products. It achieved the highest global market share in AI and HPC product sales in Q1 2025, with revenue of 18.95 billion yuan [6][21]. - The global AI/HPC PCB market is expected to grow from approximately 6 billion USD in 2024 to 15 billion USD by 2029, with a CAGR of 20.1% [46][47]. - The company is positioned to benefit significantly from the structural expansion of the AI PCB market, with projected revenues of 20.7 billion yuan in 2025, 33.4 billion yuan in 2026, and 51.7 billion yuan in 2027, reflecting year-on-year growth rates of 92.9%, 61.2%, and 55% respectively [5][7]. Financial Data and Profit Forecast - Total revenue projections for 2024, 2025H1, 2025E, 2026E, and 2027E are 10.731 billion yuan, 9.031 billion yuan, 20.705 billion yuan, 33.379 billion yuan, and 51.722 billion yuan respectively, with corresponding year-on-year growth rates of 35.3%, 86.0%, 92.9%, 61.2%, and 55.0% [5]. - The net profit attributable to shareholders is forecasted to be 1.154 billion yuan in 2024, 2.143 billion yuan in 2025H1, 5.518 billion yuan in 2025E, 9.939 billion yuan in 2026E, and 15.573 billion yuan in 2027E, with year-on-year growth rates of 72.0%, 366.9%, 378.0%, 80.1%, and 56.7% respectively [5]. - The company’s gross margin is expected to improve from 22.7% in 2024 to 42.6% in 2026 and beyond, driven by product structure optimization and manufacturing efficiency [5][8]. Market Position and Competitive Advantage - The company specializes in high-end HDI and high-multilayer PCBs, serving major clients such as NVIDIA, AMD, Intel, and Tesla. It has established a significant technological lead, with a 2-3 year advantage over competitors in the AI PCB sector [6][10][21]. - The company has achieved large-scale production capabilities for 6-layer 24-layer HDI and is developing 10-layer 30-layer HDI technology, which positions it well to meet the increasing demand for high-density interconnects [6][10]. Growth Drivers - The expansion of AI computing demand is a key driver, with significant capital investments in AI infrastructure expected to boost the demand for high-end PCBs [45][46]. - The report highlights that the company’s operational efficiency and cost management will benefit from economies of scale as production capacity increases [9][8]. Valuation and Upside Potential - The report notes that the company's stock price corresponds to a PE ratio of 49.3 for 2025 and 27.4 for 2026, compared to an average PE of 35.3 for comparable companies, indicating a potential upside of 29% [7][6].
胜宏科技成交额达200亿元,现跌0.12%。
Xin Lang Cai Jing· 2025-09-23 06:59
胜宏科技成交额达200亿元,现跌0.12%。 ...
胜宏科技(300476):AIPCB全球领军,受益算力需求扩容与技术升级(AI硬件系列之5)
Investment Rating - The report initiates coverage with a "Buy" rating for the company [6][7]. Core Insights - The company is a global leader in AI PCB, benefiting from the expansion of computing power demand and technological upgrades. It focuses on high-end HDI and high-layer PCBs, with significant revenue growth projected in the coming years [6][19]. - The global AI/HPC PCB market is expected to grow from approximately $6 billion in 2024 to $15 billion by 2029, with a CAGR of 20.1% [44][45]. - The company has established a strong position with key clients and advanced technology, allowing it to capitalize on the structural expansion trend in AI PCBs [7][10]. Financial Data and Profit Forecast - Total revenue projections for 2025-2027 are 20,705 million, 33,379 million, and 51,722 million yuan, respectively, with year-on-year growth rates of 92.9%, 61.2%, and 55.0% [5][8]. - Net profit attributable to shareholders is expected to reach 5,518 million, 9,939 million, and 15,573 million yuan for the same period, with growth rates of 378%, 80.1%, and 56.7% [5][8]. - The company’s gross margin is projected to improve, reaching 38.7% in 2025 and stabilizing at 42.6% by 2027 [5][8]. Market Position and Competitive Advantage - The company ranks first globally in AI/HPC PCB sales, with significant market shares in high-end HDI and high-layer PCBs [23][24]. - It has a strong collaborative development approach with key clients, which enhances its technological edge and market position [6][10]. - The company has a robust production capacity, with plans to expand further in Thailand and Vietnam, aiming for increased output in high-end products [31][32]. Technology and Product Development - The company is advancing towards high-frequency, high-layer, and high-end HDI technologies, which are critical for meeting the demands of AI computing applications [51][52]. - It has achieved significant milestones in mass production capabilities, including 6-layer 24-layer HDI and 70-layer high-multilayer PCBs [6][10]. - The focus on R&D and technological upgrades is expected to drive future profitability and market share growth [36][43].
胜宏科技成交额超上一日全天
注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 据天眼查APP显示,胜宏科技(惠州)股份有限公司成立于2006年07月28日。注册资本86268.8641万人民 币。(数据宝) (文章来源:证券时报网) 数据宝统计,截至11:30,胜宏科技成交额134.26亿元,超上一日全天。最新股价下跌2.50%,换手率 4.87%。上一交易日该股全天成交额为133.35亿元。 ...
胜宏科技股价涨5.71%,苏新基金旗下1只基金重仓,持有1.69万股浮盈赚取30.44万元
Xin Lang Cai Jing· 2025-09-23 02:12
9月23日,胜宏科技涨5.71%,截至发稿,报333.37元/股,成交81.95亿元,换手率2.93%,总市值 2875.95亿元。 资料显示,胜宏科技(惠州)股份有限公司位于广东省惠州市惠阳区淡水镇新桥村行诚科技园,香港湾仔皇 后大道东248号大新金融中心40楼,成立日期2006年7月28日,上市日期2015年6月11日,公司主营业务 涉及新型电子器件(印制电路板)的研究开发、生产和销售。主营业务收入构成为:PCB制造93.66%,其 他6.34%。 从基金十大重仓股角度 数据显示,苏新基金旗下1只基金重仓胜宏科技。苏新中证500指数增强A(022790)二季度减持7200 股,持有股数1.69万股,占基金净值比例为1.41%,位居第一大重仓股。根据测算,今日浮盈赚取约 30.44万元。 苏新中证500指数增强A(022790)成立日期2024年12月30日,最新规模9238.23万。今年以来收益 30.11%,同类排名1640/4220;成立以来收益29.91%。 苏新中证500指数增强A(022790)基金经理为林茂政。 截至发稿,林茂政累计任职时间268天,现任基金资产总规模7.23亿元,任职期间最佳 ...
CPO等算力硬件股盘初活跃,中际旭创涨超8%
Mei Ri Jing Ji Xin Wen· 2025-09-23 01:45
每经AI快讯,9月23日,CPO等算力硬件股盘初活跃,中际旭创涨超8%,新易盛涨超7%,天孚通信涨 超6%,胜宏科技、景旺电子、源杰科技跟涨。 每日经济新闻 ...
创业50ETF(159682)开盘涨1.34%,重仓股宁德时代跌0.55%,东方财富跌1.19%
Xin Lang Cai Jing· 2025-09-23 01:41
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42.17%,近一个月回报为19.14%。 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。 来源:新浪基金∞工作室 9月23日,创业50ETF(159682)开盘涨1.34%,报1.440元。创业50ETF(159682)重仓股方面,宁德时 代开盘跌0.55%,东方财富跌1.19%,汇川技术涨0.01%,中际旭创涨6.94%,迈瑞医疗跌0.37%,新易盛 涨5.28%,阳光电源跌0.02%,胜宏科技涨5.59%,亿纬锂能涨0.00%,同花顺跌1.34%。 ...
“924行情”这一年:1500只股票翻倍,你错过了哪只?
Di Yi Cai Jing· 2025-09-22 23:03
Market Overview - On September 24, 2024, the A-share market experienced a historic surge following the release of a policy "combination punch," marking the beginning of a new bull market [1] - The average increase of all stocks in the market reached 84.2%, with a median increase of 58.6%, and over 1,500 stocks doubled in value [1][2] - The total market capitalization of A-shares surpassed 100 trillion yuan for the first time, with the electronics sector overtaking the banking sector as the new market leader [1][6] Stock Performance - A total of 1,508 stocks doubled in price during the period from September 24, 2024, to September 22, 2025, with 246 stocks in the machinery sector and 209 in electronics leading the way [2] - Notable stocks with increases over 1,000% include Upwind New Materials (1,753.05%), *ST Yushun (1,145.83%), and Shenghong Technology (1,066.69%) [2][3] - The top-performing stocks often had small market capitalizations and were associated with trending themes such as robotics, semiconductors, and innovative pharmaceuticals [4] Market Capitalization Changes - The number of companies with a market capitalization exceeding 1 trillion yuan increased from 9 to 13, with notable entries from the electronics sector [5][6] - The total market capitalization of A-shares reached 117.75 trillion yuan by September 22, 2025, up from 81.75 trillion yuan a year earlier [6][7] - The electronic industry now has 25 companies with a market capitalization exceeding 100 billion yuan, reflecting a significant shift in market structure towards new economy sectors [7][8] Sector Analysis - The electronics sector has emerged as a dominant force, with significant contributions from companies involved in AI and semiconductor technologies [7] - The market has seen a transformation in its structure, with traditional sectors like banking and oil being overshadowed by new economy sectors such as electronics and biomedicine [6][7] - The rise of new companies in the electronic sector, particularly in PCB and semiconductor fields, indicates a robust growth trajectory for these industries [7][8]
主力资金丨3股净流入均超10亿元,主力资金爆买股出炉
Group 1 - The main point of the article highlights that the main funds in the Shanghai and Shenzhen markets experienced a net outflow of 149.51 billion yuan on September 22, with the ChiNext board seeing a net outflow of 99.42 billion yuan [2] - Among the 11 industries tracked, the electronics industry had the highest increase, rising by 3.71%, while the social services industry saw the largest decline at 2.04% [2] - Seven industries received net inflows from main funds, with the electronics industry leading at 46.29 billion yuan, followed by the banking industry with 3.05 billion yuan [2] Group 2 - Notable individual stocks included Lingyi iTech, which saw a net inflow of 17.33 billion yuan, marking a 9.12% increase in its stock price [3] - Other companies with significant net inflows included Lixun Precision, Changying Precision, and ZTE, each exceeding 5 billion yuan [5] - In contrast, leading stocks such as Shenghong Technology and Xinyi Sheng experienced net outflows exceeding 11 billion yuan, with Shenghong Technology alone seeing a net outflow of 16.44 billion yuan over seven consecutive days [7]