机构持仓方面，截止2025年3月31日，本川智能十大流通股东中，博道成长智航股票A（013641）位居 第九大流通股东，持股30.84万股，为新进股东。 融券方面，本川智能8月25日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年70%分位水平，处于较高位。 资料显示，江苏本川智能电路科技股份有限公司位于江苏省南京市溧水经济开发区孔家路7号，成立日 期2006年8月23日，上市日期2021年8月5日，公司主营业务涉及专业从事印制电路板的研发、生产和销 售。主营业务收入构成为：印制电路板92.39%，其他7.61%。 截至3月31日，本川智能股东户数1.47万，较上期增加12.03%；人均流通股3744股，较上期减少9.09%。 2025年1月-3月，本川智能实现营业收入1.70亿元，同比增长39.26%；归母净利润1034.15万元，同比增 长43.71%。 分红方面，本川智能A股上市后累计派现6135.36万元。近三年，累计派现3816.41万元。 8月25日，本川智能涨0.95%，成交额2.04亿元。两融数据显示，当日本川智 ...

来源：金融界 金融界8月25日消息，有投资者在互动平台向本川智能提问："泰国的项目投产，覆盖哪些行业领域？" 针对上述提问，本川智能回应称："尊敬的投资者，您好！泰国工厂将主要承接公司海外客户的订单， 特别是来自欧洲贸易商和美国电子产品制造商的高品质需求，在应用领域上主要以工业控制、汽车电 子、安防、医疗等为主。感谢对本公司的关注与支持！" ...

金融界消息 截至2025年8月14日收盘，本川智能（300964）报收于45.41元，下跌5.93%，换手率 9.81%，成交量5.40万手，成交金额2.50亿元。 资金流向方面，今日主力资金净流出2958.49万元，占比成交额11.84%。其中，超大单净流出1071.11万 元、占成交额4.29%，大单净流出1887.38万元、占成交额7.55%，中单净流出流出84.84万元、占成交额 0.34%，小单净流入3043.33万元、占成交额12.18%。 本川智能最新一期业绩显示，截至2025一季报，公司营业总收入1.70亿元、同比增长39.26%，归属净利 润1034.15万元，同比增长43.71%，扣非净利润903.85万元，同比增长248.22%，流动比率2.198、速动比 率1.853、资产负债率25.88%。 天眼查商业履历信息显示，江苏本川智能电路科技股份有限公司，成立于2006年，位于南京市，是一家 以从事计算机、通信和其他电子设备制造业为主的企业。企业注册资本7729.8284万人民币，实缴资本 7729.8284万人民币。公司法定代表人为董晓俊。 通过天眼查大数据分析，江苏本川智能电路科技股份 ...

证券日报网讯本川智能8月13日在互动平台回答投资者提问时表示，公司泰国工厂年产能规划为25万平 米，主要产品为双层、多层印刷电路板与高密度互连型印刷电路板。项目建成后将主要承接公司海外客 户订单，以更好地满足公司业务发展和海外生产基地布局的需要。 （文章来源：证券日报） ...

证券日报网讯本川智能（300964）8月12日在互动平台回答投资者提问时表示，公司会在定期报告中披 露对应时点的股东人数和股东。 ...

Industry Outlook - The PCB industry is experiencing unprecedented growth opportunities driven by the global technology wave, with applications in electric vehicles, 5G/6G communication, AI servers, and emerging fields like robotics [2] - The global PCB market is projected to reach $73.565 billion in 2024, a 5.8% increase from the previous year, and is expected to grow to $94.661 billion by 2029, with a compound annual growth rate (CAGR) of 5.2% from 2024 to 2029 [3] - The demand for PCBs is significantly increasing due to the explosive growth in downstream industries such as electric vehicles, where the PCB usage per vehicle is several times higher than that of traditional fuel vehicles [3] - Government policies are increasingly supportive of the PCB industry, with initiatives aimed at enhancing the supply chain for key industries like 5G and electric vehicles [3] Company Advantages - The company has focused on PCB R&D, production, and sales since its inception, recognized as a national high-tech enterprise and a "little giant" in specialized fields, consistently ranking among the top 100 PCB companies in China [4] - The company adopts a strategy of "small batch, multiple varieties, multiple batches, and short delivery times," targeting the mid-to-high-end product market and establishing a solid customer base in communication equipment, automotive electronics, and new energy sectors [4] - The company is a pioneer in high-frequency communication PCB technology, having developed advanced production techniques for 5G base station antennas, which has led to a significant market share [4] - The company has a global presence with production bases in Nanjing, Shenzhen, and Zhuhai, and subsidiaries in Hong Kong, the USA, and Thailand, enabling rapid response to customer needs [5] Convertible Bond Issuance - The company plans to issue convertible bonds to raise up to 490 million yuan, with proceeds allocated to the construction of production projects in Zhuhai and Thailand, as well as to supplement working capital [6] - The new production bases will reduce delivery times and enhance product delivery capabilities while mitigating international trade barriers [6] - The investment in smart and automated production equipment will improve production precision and efficiency, further strengthening the company's competitive advantage in the industry [6]

Core Viewpoint - Benchuan Intelligent's stock price increased by 2.57% to 48.76 yuan as of August 8, 2025, reflecting positive market sentiment and trading activity [1] Company Overview - Benchuan Intelligent specializes in the research, production, and sales of electronic components, with applications in communication, consumer electronics, and automotive electronics [1] - The company operates in several sectors, including electronic components, Jiangsu sector, CPO concept, robotics concept, and specialized and innovative enterprises [1] Financial Activities - On the evening of August 7, Benchuan Intelligent announced that its board of directors and supervisory board approved several proposals, including the use of idle raised funds and self-owned funds for cash management and entrusted financial management [1] - The company plans to engage in foreign exchange hedging activities, with a maximum trading margin and premium not exceeding 2 million yuan or equivalent foreign currency, and a maximum contract value of 400 million yuan or equivalent foreign currency per day [1] Capital Flow - On August 8, the net inflow of main funds was 13.39 million yuan, accounting for 0.5% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds was 16.14 million yuan, representing 0.6% of the circulating market value [1]

Core Viewpoint - Jiangsu Benchuan Intelligent Circuit Technology Co., Ltd. is actively managing its idle funds through cash management and entrusted wealth management to enhance capital efficiency and generate investment returns [4][5]. Group 1: Trading Information - As of August 7, 2025, Benchuan Intelligent's stock closed at 47.64 yuan, down 1.22%, with a turnover rate of 6.68%, trading volume of 36,800 shares, and a transaction amount of 175 million yuan [1]. - On the same day, the net outflow of main funds was 16.14 million yuan, while retail investors saw a net inflow of 15.01 million yuan [2]. Group 2: Company Announcements - The third board meeting of Jiangsu Benchuan on August 7, 2025, approved three key proposals regarding the use of idle funds [2][3]. - The company plans to use up to 40 million yuan of idle raised funds for cash management and up to 400 million yuan of idle self-owned funds for entrusted wealth management, both with a validity period of 12 months [3][4]. - The company and its subsidiaries will also engage in foreign exchange hedging with a maximum contract value of 400 million yuan or equivalent foreign currency, also valid for 12 months [3][4]. Group 3: Financial Management Strategy - The company aims to improve fund utilization efficiency and achieve certain investment returns through cash management and entrusted wealth management [4][5]. - The investment products for cash management will include high-safety structured deposits and large certificates of deposit, with a maximum investment period of 12 months [5]. - The company has implemented multiple risk control measures, including selecting high-safety and liquid investment products and enhancing internal audit supervision to ensure fund safety [5].

Group 1 - Hewei Electric achieved a net profit of 243 million yuan in the first half of 2025, a year-on-year increase of 56.79% [1] - The company reported a revenue of 1.884 billion yuan, representing a year-on-year growth of 36.39% [1] - Hewei Electric specializes in the sales of wind power converters and photovoltaic inverters, along with related services [1] Group 2 - Jidian Co. received approval for a 1507.93 MW wind power project, increasing its approved project capacity to 1607.93 MW, over 10% of last year's total installed capacity [2] - The company focuses on the research, production, and sales of thermal power, hydropower, and renewable energy [2] Group 3 - Nanya New Materials reported a net profit of 87.19 million yuan in the first half of 2025, a year-on-year increase of 57.69% [2] - The company achieved a revenue of 2.305 billion yuan, reflecting a year-on-year growth of 43.06% [2] - Nanya specializes in the design, research, production, and sales of copper-clad laminates and bonding sheets [2] Group 4 - Rongzhi Rixin reported a net profit of 14.24 million yuan in the first half of 2025, a significant year-on-year increase of 2063.42% [2] - The company achieved a revenue of 256 million yuan, representing a year-on-year growth of 16.55% [2] - Rongzhi Rixin provides intelligent operation and maintenance solutions for industrial equipment [3] Group 5 - Jiasheng Group reported a net profit of 142 million yuan in the first half of 2025, a year-on-year decrease of 14.46% [4] - The company achieved a revenue of 1.171 billion yuan, showing a slight year-on-year growth of 0.19% [4] - Jiasheng specializes in the production and manufacturing of knitted sportswear [4] Group 6 - Lidong Group's subsidiary received project approvals for aluminum alloy wheels from international automotive manufacturers, with expected sales of approximately 1.643 billion yuan over the project duration [5][6] - The company focuses on the research, manufacturing, and sales of aluminum alloys and related products [6] Group 7 - Jianglong Shipbuilding won a bid for a 78.55 million yuan infrastructure project in the marine economic development zone [7] - The project has a duration of 540 days and involves the design, research, production, and sales of various types of boats [7] Group 8 - Liyuan Information reported a net profit of 96.13 million yuan in the first half of 2025, a year-on-year increase of 65.79% [31] - The company achieved a revenue of 4.034 billion yuan, reflecting a year-on-year growth of 17.46% [31] - Liyuan specializes in the distribution of electronic components and the development of smart grid products [31] Group 9 - Baijie Shenzhou reported a net profit of 450 million yuan in the first half of 2025, reversing a loss of 287.7 million yuan from the previous year [32] - The company achieved total revenue of 17.518 billion yuan, a year-on-year increase of 46% [32] - Baijie Shenzhou focuses on the research, development, production, and commercialization of innovative drugs [32] Group 10 - Xianhe Co. plans to invest 11 billion yuan in a new integrated high-performance paper-based material project [34] - The project will include the construction of production lines for bamboo pulp and high-performance paper-based materials [34] Group 11 - Zhongchuan Technology's subsidiary plans to invest approximately 5.712 billion yuan in a 1.3 million kilowatt wind power project [35] - The company specializes in wind turbine manufacturing and related engineering services [35] Group 12 - Source Technology received a purchase order worth 1.415 billion yuan for high-power laser chips [20] - The company focuses on the research, design, production, and sales of optical chips [21]

格隆汇8月7日丨本川智能(300964.SZ)公布，公司于2025年8月7日召开第三届董事会第二十八次会议、 第三届监事会第二十二次会议，审议通过了《关于使用部分闲置募集资金进行现金管理的议案》和《关 于使用部分闲置自有资金进行委托理财的议案》，同意公司(含子公司)在确保不影响募集资金投资项目 建设和公司正常经营的前提下，使用不超过人民币0.4亿元(含本数)的闲置募集资金进行现金管理和不超 过人民币4亿元(含本数)的闲置自有资金进行委托理财。上述额度的有效期自董事会审议通过之日起12 个月内有效，在前述额度和期限范围内，资金可循环滚动使用。 ...