证券代码：300814 证券简称：中富电路 公告编号：2025-079 深圳中富电路股份有限公司 关于与专业投资机构共同投资设立产业投资基金的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、对外投资概述 深圳中富电路股份有限公司（以下简称"公司"）拟与北京湃圃私募基金 管理有限公司（以下简称"湃圃基金"）、深圳市铂科新材料股份有限公司 （以下简称"铂科新材"）及其他合伙人（待定），共同投资设立无锡湃圃春 之阳创业投资基金合伙企业（有限合伙）（暂定名，最终以市场监督管理部门 注册登记为准，以下简称"投资基金"或"合伙企业"）。全体合伙人拟认缴 出资额为人民币 25,000 万元，公司拟作为有限合伙人以自有资金认缴出资人民 币 1,000 万元，占出资总额的 4%。 本次投资是公司借助各方资源及专业投资机构力量，更有效率、更安全地 进行产业投资的新尝试。投资基金的投资方向将集中于半导体、人工智能等领 域的新材料、新技术及先进制造产业，通过对上述领域发展方向的积极探索和 优质企业的重点培育，实现与公司现有业务的产业协同和资源互补。 根据《深圳证券交易所创业 ...

Company Performance - Zhongfu Circuit's stock price reached a historical high, increasing by 5.91% to 48.60 yuan, with a trading volume of 7.56 million shares and a transaction value of 371 million yuan, resulting in a turnover rate of 3.95% [2] - The latest total market capitalization of Zhongfu Circuit in A-shares is 9.304 billion yuan, with the same amount for the circulating market capitalization [2] - The company's Q1 report shows a revenue of 377 million yuan, a year-on-year increase of 27.04%, while net profit was 9.98 million yuan, a year-on-year decrease of 12.45%, with basic earnings per share at 0.0500 yuan and a weighted average return on equity of 0.73% [2] Industry Overview - The electronics industry, to which Zhongfu Circuit belongs, has an overall increase of 0.72%, with 375 stocks rising and three stocks, including Kesen Technology and Aohai Technology, hitting the daily limit [2] - Conversely, 98 stocks in the industry experienced declines, with the largest drops from Helin Weina, Dongshan Precision, and China Shipbuilding Gas, with declines of 7.35%, 4.28%, and 4.03% respectively [2] Margin Trading Data - As of August 15, the latest margin trading balance for Zhongfu Circuit is 251 million yuan, with a financing balance of 251 million yuan, reflecting an increase of 15.46 million yuan over the past 10 days, representing a 6.58% growth [2]

Group 1 - The core viewpoint highlights a significant rise in the stock prices of computing hardware companies, particularly in sectors like CPO and copper connections [1] - Tengjing Technology experienced a 20% limit-up in stock price, indicating strong market interest and investor confidence [1] - Other companies such as Dekeli, Ruijie Network, Yidong Electronics, and Zhongfu Circuit saw stock increases exceeding 10%, reflecting a broader positive trend in the industry [1] Group 2 - Fangzheng Technology also hit the limit-up, showcasing robust performance among technology stocks [1] - Companies like Xingwang Ruijie, Cambridge Technology, Bomin Electronics, Guangku Technology, and Shenglan Co. experienced stock price increases of over 5%, further indicating a bullish sentiment in the computing hardware sector [1]

Market Performance - The Shanghai Composite Index rose by 0.83% to close at 3696.77 points, while the Shenzhen Component Index increased by 1.6% to 11634.67 points. The ChiNext Index saw a rise of 2.61% to 2534.22 points, and the STAR 50 Index gained 1.43% to 1101.29 points. The total trading volume in the Shanghai and Shenzhen markets reached 22446.12 billion yuan [1]. Sector Movements - The AI concept stocks showed strong performance, with stocks like Keli Ke hitting the daily limit. The PCB (Printed Circuit Board) sector was also active, with companies such as Zhongcai Technology reaching the daily limit. The robotics sector continued to be strong, with companies like Kosen Technology also hitting the daily limit [1]. Stock Performance - A total of 104 stocks hit the daily limit, with 228 stocks rising over 7%, and 223 stocks increasing between 5% and 7%. Additionally, 627 stocks saw a rise of 3% to 5%, while 3547 stocks increased by 0% to 3%. On the downside, 591 stocks fell by 0% to 3%, and 33 stocks dropped between 3% and 5% [5]. Notable Stocks - Keli Ke (002782.SZ) achieved a daily limit due to its involvement in AI server power supplies and robotics, marking its fifth consecutive limit-up day. Zhongfu Circuit (300814.SZ) also hit the daily limit, driven by PCB and AI applications. Other notable limit-up stocks include Kosen Technology (603626.SH) and Shenyang Yihua (600183.SH), both benefiting from strong earnings growth and AI-related applications [6][7].

截至8月15日收盘，铜缆高速连接概念上涨3.45%，位居概念板块涨幅第9，板块内，38股上涨，奕东电 子、中富电路等20%涨停，金田股份、鑫科材料等涨停，胜蓝股份、裕太微、瑞可达等涨幅居前，分别 上涨11.35%、11.17%、9.89%。跌幅居前的有太辰光、汇绿生态等，分别下跌12.11%、1.72%。 今日涨跌幅居前的概念板块 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 600255 | 鑫科材 | 9.98 | 30.63 | 41723.11 | 16.29 | | | 料 | | | | | | 600522 | 中天科 技 | 4.76 | 5.54 | 21591.34 | 7.53 | | | 中富电 | | | | | | 300814 | 路 | 20.01 | 11.12 | 16822.50 | 18.08 | | 301123 | 奕东电 子 | 20.01 | 17.19 | 13648. ...

Market Performance - The component sector increased by 2.23% compared to the previous trading day, with Zhongfu Circuit leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] Individual Stock Performance - Zhongfu Circuit (300814) closed at 45.89, up 20.01% with a trading volume of 212,900 shares and a transaction value of 931 million [1] - Nanya New Material (688519) closed at 54.31, up 20.00% with a trading volume of 160,900 shares and a transaction value of 821 million [1] - Yihau New Material (301176) closed at 34.51, up 11.72% with a trading volume of 235,800 shares and a transaction value of 799 million [1] - Other notable performers include Gaohua Technology (688539) up 11.39%, Shengyi Technology (600183) up 10.01%, and Jinan Guoji (002636) up 9.98% [1] Capital Flow - The component sector saw a net inflow of 962 million from main funds, while retail investors experienced a net outflow of 347 million [3] - Speculative funds had a net outflow of 615 million [3]

（文章来源：每日经济新闻） 每经AI快讯，8月15日，PCB概念早盘再度走强，中富电路、诺德股份、平安电工涨停，国际复材涨超 15%，逸豪新材、铜冠铜箔、明阳电路等涨幅靠前。 ...

Market Overview - A-shares experienced a morning rally with the three major indices rising, the ChiNext Index up by 0.75%, driven by active trading in brokerage stocks and concepts related to rare earth permanent magnets and AI hardware [1][6] - Hong Kong stocks opened lower and continued to decline, with the Hang Seng Index down by 0.73% and the Hang Seng Tech Index down by 0.68%, as tech stocks like JD.com and Meituan fell by over 3% [2][3] A-share Performance - As of the report, the Shanghai Composite Index rose by 0.24% to 3675.21, the Shenzhen Component Index increased by 0.54% to 11512.76, and the ChiNext Index was up by 0.75% to 2488.06 [1] - Notable stocks included Longcheng Securities, which hit the daily limit, and other brokerage firms like Zhongyin Securities and Jincheng Securities also saw significant gains [6][7] Hong Kong Stock Performance - The Hang Seng Index was reported at 25331.79, down by 0.73%, while the Hang Seng Tech Index was at 5538.11, down by 0.68% [3][15] - Major declines were observed in consumer and automotive sectors, while liquor and healthcare stocks showed resilience [14][15] Bond Market - The bond market showed fluctuations with the 30-year treasury futures down by 0.07% and the 10-year futures down by 0.01% [3][4] Commodity Market - The domestic commodity futures market saw most commodities decline, with aluminum oxide and industrial silicon dropping over 2%, while some commodities like eggs and the shipping index saw slight increases [4][5][16] Sector Highlights - The brokerage sector saw a significant rise, with several firms reporting gains, indicating a positive sentiment in the market [6][7] - The circuit board concept stocks collectively surged, with companies like Zhongfu Circuit and Tongguan Copper Foil rising over 10% [8][9] - The rare earth permanent magnet sector also experienced a boost, with Huahong Technology hitting the daily limit and other companies following suit [10] - The real estate sector showed strength with stocks like Quzhou Development and Xinda Real Estate reaching their daily limits [11] Conclusion - Overall, the market displayed mixed signals with A-shares showing positive momentum while Hong Kong stocks faced downward pressure, particularly in the tech sector. The bond and commodity markets reflected cautious trading, with specific sectors like brokerage and real estate demonstrating resilience amidst broader market fluctuations [1][2][3][4][5][6][7][8][9][10][11][14][15]

（文章来源：证券日报） 证券日报网讯中富电路8月13日在互动平台回答投资者提问时表示，华为是公司的重要客户之一。 ...

证券日报网讯中富电路（300814）8月13日在互动平台回答投资者提问时表示，公司目前订单业务正常 开展，生产经营活动一切正常。二级市场股价波动受多重因素综合影响。 ...