证券代码：300657 证券简称：弘信电子 公告编号：2025-77 厦门弘信电子科技集团股份有限公司 燧弘智启由燧弘华创全资持股，公司持有燧弘华创 60%股权，舟山沪弘智 创股权投资合伙企业（有限合伙）（以下简称"沪弘智创"）持有燧弘华创 40% 股权，沪弘智创就上述公司为燧弘智启融资租赁担保事项出具《反担保函》，提 供等比例反担保。 二、合同主要内容 （一）公司对陇原租赁出具的《不可撤销的保证函》 1、保证人：公司； 2、债权人：陇原租赁； 3、担保金额：16,679.70 万元； 关于为子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 厦门弘信电子科技集团股份有限公司（以下简称"公司"）于 2025 年 3 月 12 日召开 2025 年第一次临时股东大会，审议通过了《关于公司 2025 年度为子公司 提供担保额度的议案》，具体内容详见公司在巨潮资讯网上披露的《关于公司2025 年度为子公司提供担保额度的公告》。 一、对外担保的进展情况 近日，公司控股子公司甘肃燧弘智启科技有限公司（以下简称"燧弘智启"） 与陇原融资租赁（平潭）有 ...

弘信电子今年以来股价涨45.72%，近5个交易日跌5.36%，近20日涨9.34%，近60日涨26.56%。 今年以来弘信电子已经1次登上龙虎榜，最近一次登上龙虎榜为2月17日。 资料显示，厦门弘信电子科技集团股份有限公司位于福建省厦门火炬高新区(翔安)产业区翔海路19号之 2，成立日期2003年9月8日，上市日期2017年5月23日，公司主营业务涉及柔性印制电路板(FPC)、软硬 结合板及背光模组的研发、生产和销售。主营业务收入构成为：印制电路板48.49%，算力及相关业务 42.41%，背光模组8.01%，其他1.09%。 9月3日，弘信电子盘中下跌2.02%，截至10:34，报33.02元/股，成交3.56亿元，换手率2.27%，总市值 159.34亿元。 资金流向方面，主力资金净流出4037.38万元，特大单买入1248.16万元，占比3.51%，卖出2322.54万 元，占比6.53%；大单买入8577.33万元，占比24.13%，卖出1.15亿元，占比32.46%。 截至6月30日，弘信电子股东户数7.26万，较上期减少13.85%；人均流通股6292股，较上期增加 16.07%。2025年1月- ...

通过研发资源的集中与优势互补，不仅能够帮助弘信电子持续提升在绿色算力领域的自主创新能力，更 以更强劲的技术引擎赋能厦门AI产业发展，加速形成具有全国影响力的科研高地与产业策源地。 作为柔性电子行业领军企业，弘信电子历经二十载，从150万元的小微企业成长为国内"柔性电子第一 股"，再到如今跻身中国第三方算力市场的领军企业与"东数西算"国家战略的核心践行者。 同时，国家开发银行厦门市分行着力提升产业能力，支持弘信电子在柔性电子和算力板块进一步发展， 充分运用固定资产贷款、流动资金贷款、股权投资、债券承销、债券投资等产品，为弘信电子的发展提 供金融支持。同时，国家开发银行厦门市分行将加强母子公司协同，充分利用国开金融、国开证券等子 公司平台，为弘信电子发展提供综合金融服务。通过这一战略合作，国开行厦门分行将为助力弘信电子 实现技术突破、产能升级和生态构建提供长期、稳定且高能级的金融支撑。 近年来，公司前瞻性构建起"算力底座+大模型+AI应用"的全栈生态，目前已具备从算力芯片采购、服 务器整机生产、算力网络组建、算力调度与运营管理到维保服务的全栈服务能力。2025年AI硬件创新 潮带动柔性电子产业结构性增长，弘信电子 ...

8月28日，弘信电子盘中下跌2.03%，截至10:07，报34.18元/股，成交5.49亿元，换手率3.39%，总市值 164.94亿元。 资金流向方面，主力资金净流出6429.84万元，特大单买入3587.75万元，占比6.53%，卖出7059.97万 元，占比12.86%；大单买入1.22亿元，占比22.18%，卖出1.51亿元，占比27.57%。 弘信电子所属申万行业为：电子-元件-印制电路板。所属概念板块包括：液冷概念、汽车电子、小米概 念、华为概念、阿里概念等。 截至6月30日，弘信电子股东户数7.26万，较上期减少13.85%；人均流通股6292股，较上期增加 16.07%。2025年1月-6月，弘信电子实现营业收入34.94亿元，同比增长15.01%；归母净利润5399.31万 元，同比增长9.85%。 弘信电子今年以来股价涨50.84%，近5个交易日跌2.18%，近20日涨15.43%，近60日涨29.03%。 今年以来弘信电子已经1次登上龙虎榜，最近一次登上龙虎榜为2月17日。 资料显示，厦门弘信电子科技集团股份有限公司位于福建省厦门火炬高新区(翔安)产业区翔海路19号之 2，成立日期200 ...

Core Viewpoint - The strategic cooperation agreement between Teda Biomedical and Suihong Huachuang Technology aims to leverage each other's resources, talent, and technology in the AI healthcare sector, focusing on specialized operations and market promotion [1][2] Group 1: Strategic Cooperation - Teda Biomedical has signed a strategic cooperation agreement with Suihong Huachuang Technology to enhance AI healthcare and data business operations [1] - The collaboration will focus on building intelligent computing centers and providing heterogeneous computing hardware solutions [1] - The partnership aims to ensure stable and efficient computing resources, which are crucial for the development and commercialization of AI healthcare models [1] Group 2: Resource and Technology Synergy - The agreement allows for complementary advantages in resources and technology between Teda Biomedical and Suihong Huachuang [2] - Suihong Huachuang's established government partnerships and sales channels will support Teda Biomedical's market promotion efforts for AI healthcare models [2] - The core technological capabilities of Suihong Huachuang in computing infrastructure and hardware manufacturing will provide stable computing support and cost-effective solutions for Teda Biomedical [2]

Core Viewpoint - The strategic cooperation agreement between Teda Biomedical and Suihong Huachuang Technology aims to leverage each other's resources and technological advantages in the AI healthcare sector, focusing on specialized operations and market promotion of AI medical health and data businesses [1][2]. Group 1: Strategic Cooperation - The partnership will enhance resource and technology synergies, utilizing Suihong Huachuang's established government collaborations and sales channels to support Teda Biomedical's AI medical model and related data business market promotion [2]. - Suihong Huachuang's core technological capabilities in AI computing infrastructure and hardware manufacturing will provide stable and efficient computing power for Teda Biomedical's AI medical model training and real-world application [2]. Group 2: Business Development Focus - Teda Biomedical is actively advancing the research and commercialization of AI medical models and related data businesses, emphasizing the importance of high-quality computing resources, stable hardware solutions, and extensive market promotion channels [1]. - The company plans to engage in resource alignment and cooperation discussions to ensure the sustainable and steady advancement of its business [1].

截至2025年8月27日收盘，弘信电子股价报34.89元，较前一交易日下跌1.13元，跌幅3.14%。盘中股价 波动明显，最低触及34.75元，最高上探37.15元，振幅达6.66%。当日成交量为534467手，成交金额 19.31亿元。 弘信电子主营业务为电子元器件的研发、生产和销售，产品广泛应用于消费电子、通信设备等领域。公 司所属行业为电子元件板块，注册地位于福建省。 8月27日14时35分左右，弘信电子股价出现快速反弹，5分钟内涨幅超过2%，报价35.62元。数据显示， 当日主力资金净流出20009.34万元，占流通市值的1.22%。近五个交易日累计净流出63443.54万元，占 流通市值的3.88%。 风险提示：股市有风险，投资需谨慎。（本内容由AI生成，仅供参考，不构成投资建议。） ...

Core Viewpoint - The strategic cooperation agreement between Teda Bio and Shanghai Suihonghuachuang Technology Co., Ltd. aims to leverage their respective resources, talents, and technological advantages in the AI healthcare sector, focusing on specialized operations and market promotion [1][2]. Group 1: Strategic Cooperation - The partnership will enhance resource and technology synergies, utilizing Suihonghuachuang's established government collaborations and sales channels to support Teda Bio's AI healthcare model and data business market promotion [2]. - The collaboration will provide stable and efficient computing power and cost-effective hardware solutions, which are crucial for optimizing AI healthcare model training and facilitating commercial application [2]. Group 2: Business Development Focus - Teda Bio is actively advancing its AI healthcare model and related data business, emphasizing the importance of high-quality computing resources, stable hardware solutions, and extensive market promotion channels for effective business development [1]. - The company plans to engage in resource alignment and cooperation discussions to ensure sustainable and robust business growth [1].

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。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002134 | 天津普林 | 23.40 | -10.00% | 31.26万 | | 7.36亿 | | 871981 | 晶赛科技 | 44.24 | -4.63% | 5.97万 | | 2.68亿 | | 002199 | *ST东晶 | 10.93 | -3.10% | 7.39万 | | 8106.86万 | | 002815 | 崇达技术 | 14.89 | -3.06% | - 84.83万 | | 12.65 Z | | 301282 | 金禄电子 | 28.78 | -2.28% | 15.68万 | | 4.58亿 | | 300408 | 三环集团 | 42.85 | -2.06% | 39.47万 | | 16.94亿 | | 603386 | 骏亚科技 | 15.60 | -0.8 ...

Group 1 - The core viewpoint of the article highlights the positive outlook for AI computing power demand driven by investment enthusiasm and sufficient chip supply in overseas markets, while domestic markets face challenges due to security and supply chain issues [1] - The company, Hongxin Electronics, actively participates in the AI computing power expenditure trend and has established a strategic partnership with Suiruan to enhance collaboration in the supply chain and technology development [1] - The company is investing a total of 12.8 billion yuan in building an "energy + computing power" system in Qingyang, which is recognized as a national computing power hub [1] Group 2 - The company provides comprehensive services including chip manufacturing, assembly, sales, procurement, networking, and computing power scheduling, with a focus on GPU computing power leasing [1] - The demand for computing power leasing is rapidly increasing, driven by AI innovations, and is expected to become a fundamental production factor with sustainable high gross margins [1] - The company has launched a distributed liquid cooling edge computing center, which features distributed deployment, edge computing, and energy efficiency improvements, and has already secured orders from leading clients [1]