Group 1 - Mingyang Circuit focuses on the R&D, production, and sales of printed circuit boards (PCBs), covering high multilayer boards, HDI boards, and rigid-flex boards, widely used in industrial control, communication equipment, and automotive electronics. The demand for high-reliability, high-density PCBs is continuously growing due to industrial automation upgrades, 5G communication network construction, and the increasing penetration of new energy vehicles [1][32] - Weirgao specializes in the R&D, production, and sales of electronic-grade special epoxy resins and related composite materials, which are key raw materials for PCBs. The demand for high-frequency, high-temperature, and low-loss materials is increasing in 5G communication, data centers, and new energy vehicles, leading to an expanding market space for specialty epoxy resins [2][33] - Qiangda Circuit focuses on the R&D, production, and sales of high-density interconnect printed circuit boards (HDI), widely used in consumer electronics such as smartphones and tablets. The market demand for high-end products like high multilayer HDI and AnyLayer HDI is continuously growing due to the recovery of the consumer electronics market and the upgrade of smart terminal functions [3][34] Group 2 - Benchuan Intelligent specializes in the R&D, production, and sales of PCBs, with core products including communication boards, automotive boards, and industrial control boards. The market demand for high-reliability, high-frequency PCBs is expanding due to the construction of 5G base stations and the upgrade of new energy vehicle systems [4][35] - Kexiang Co., Ltd. focuses on the R&D, production, and sales of HDI and high multilayer boards, covering various fields including consumer electronics and automotive electronics. The demand for high-end PCBs is continuously growing due to the functional upgrades of consumer electronics and the increasing demand for automotive electronic systems [5][36] - Jinlu Electronics specializes in the R&D, production, and sales of PCBs, with core products including automotive electronic boards and communication boards. The demand for high-reliability, high-integration PCBs is continuously growing due to the increasing penetration of new energy vehicles and the deep coverage of 5G networks [6][37] Group 3 - Shengyi Technology is a leading global supplier of copper-clad laminates (CCL) and related electronic materials, with products widely used in PCBs and electronic packaging. The demand for high-end copper-clad laminates is continuously expanding due to the increasing demand for high-frequency, high-temperature materials in 5G communication and data centers [7][38] - Xiehe Electronics focuses on the R&D, production, and sales of PCBs, including high-frequency and high-speed boards. The market demand for high-end products is continuously growing due to the advancement of 5G networks and the expansion of new energy vehicle systems [8][39] - Shiyun Circuit specializes in the R&D, production, and sales of PCBs, covering automotive electronics, consumer electronics, and industrial control. The demand for high-reliability, high-integration automotive PCBs is continuously growing due to the increasing complexity of in-vehicle electronic systems [9][40]

MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | 最新 | | --- | --- | --- | --- | --- | --- | --- | | 301630 | 同宇新材 | | 17.25 | 89.20亿 | 31.03 | 223.01 | | 300739 | 明阳电路 | 1 | 16.31 | 127亿 | 85.42 | 34.08 | | 920060 | 力源通 | 1 | 11.29 | 56.07亿 | 12.17 | 36.88 | | 301251 | 威尔高 | 一般 | 10.14 | 92.87 亿 | 31.89 | 68.95 | | 002008 | 大族激光 | 4 | 10.00 | 718亿 | 69.26 | 69.72 | | 001389 | 广合科技 | 1 | 10.00 | 501亿 | 44.15 | 117.67 | | 002916 | 深南电路 | 1 | 10.00 | 1976 Z | 24.90 | 290.14 | | 002463 | 沪电股份 | 1 | 10. ...

02月26日消息，截止13:05，PCB概念板块大涨，大族激光、广合科技、深南电路、沪电股份、奥士康 涨停，同宇新材、明阳电路、威尔高、胜宏科技、东山精密等个股涨幅居前。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2月26日早盘，算力硬件股持续活跃，PCB、CPO概念板块涨幅居前。 PCB概念拉升，明阳电路涨超15%，威尔高涨超12%，大族激光、广合科技、贤丰控股（维权）、沪电 股份10%涨停，深南电路3天2板。 | 休力 | PCB(i) | | Ai) [3 Q | | --- | --- | --- | --- | | | 3347.43 2.75% | | | | 成份股 受金 | 关联基金 必读 | 股明 | 资讯 | | 全部市场(129) v | 自选 | 最新 (129) v | 龙头(10) | | 图 品 图 | 最新 | 涨幅↓ | 涨跌 | | 明阳电路 | 33.79 | 15.32% | 4.49 | | 300739 融 | | | | | 威尔高 | 70.56 | 12.72% | 7.96 | | 301251 融 | | | | | 万源通 | 37.10 | 11.95% | 3.96 | | 920060 京 融 | | | | | 大族激光 | 69.72 | 10.00% | 6.34 | | 002 ...

【算力硬件股持续活跃 沪电股份涨停创历史新高】智通财经2月26日电，算力硬件股持续活跃，PCB、 CPO概念均表现强势，沪电股份、广合科技涨停，天孚通信涨近10%，均创历史新高，智立方、威尔高 涨超10%，明阳电路、东山精密、胜宏科技、鹏鼎控股、生益科技跟涨。消息面上，2月25日，英伟达 展示了下一代Vera Rubin算力系统的内部构成与供应链细节。该机架集成72颗Rubin图形处理单元 （GPU）和36颗Vera中央处理器（CPU），整套系统共含130万个组件。 转自：智通财经 ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.11%, the Shenzhen Component Index up by 0.65%, and the ChiNext Index also up by 0.65% as of midday [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.38 trillion yuan, a decrease of 63.3 billion yuan compared to the previous trading day, with over 3,800 stocks rising [2] Sector Performance - Active sectors included lithium batteries, energy metals, humanoid robots, and fintech, while traditional sectors like liquor, retail, and AI application stocks weakened [1] - The Chinese medicine and chemical sectors showed notable gains, with the Chinese medicine sector rising by 2.52% [2][7] - The small metals sector rebounded, with stocks like Xianglu Tungsten and Zhangyuan Tungsten hitting the daily limit [7] Notable Stocks - Mingdiao Co. experienced significant trading activity, achieving a "limit-up" with nearly 700 million yuan in transactions and marking its fifth consecutive trading day of gains [3] - Jiangfeng Electronics saw a slight increase of 0.09% after announcing plans to acquire control of Kaide Quartz [9] Economic Indicators - The industrial development plan for traditional Chinese medicine aims for a collaborative development system by 2030, which may positively impact the sector [7]

证券日报网讯2月5日，威尔高（301251）在互动平台回答投资者提问时表示，经公司初步测算，预计 2025年度经营业绩未达到强制披露标准，因此未发布2025年度业绩预告。 ...

Summary of Weigao's Conference Call Company Overview - Weigao's server power supply business accounts for over 50% of its revenue, with industrial control, automotive electronics, and display electronics contributing 15%, 10%, and 20-25% respectively [2][3] Key Points and Arguments - **Market Position**: Weigao has established stable partnerships with clients such as Delta and Eurotech, maintaining a high market share in AC to DC products. The Thai factory's capacity release is expected to meet overseas demand, with continued growth anticipated in the digital infrastructure business through 2026 [2][5] - **D to D Technology Development**: The company is focusing on D to D (DC to DC) technology, collaborating with Morata to maintain its leading position in the supercapacitor field, which will be applied to server power supplies. Weigao is also involved in R&D projects with major companies like Alibaba and Huawei to ensure competitive advantages in the D to D sector [2][6] - **Production Capacity**: The Thai factory is the first to resume stable production post-pandemic, continuously expanding capacity to meet customer demand. It is projected to contribute profits of 25-30 million yuan in the second half of 2025, with further profitability expected by the end of 2026 [2][4][20] - **Response to Raw Material Price Increases**: Weigao is actively communicating with clients to transfer price increases due to rising costs of copper, gold, and tin. Some price adjustments have already received client support, helping to alleviate cost pressures and maintain profitability [2][9] - **Growth Projections**: For 2026, Weigao expects significant growth driven by the release of capacity from the Jiangxi Phase II factory, with anticipated revenues of 2-2.5 billion yuan and 3 billion yuan in 2027 [4][19] Additional Important Information - **Production Capacity Details**: Weigao's domestic annual production capacity is 2 million square meters, generating an annual output value of 1.2-1.5 billion yuan. The Thai factory has an annual capacity of 1.2 million square meters, with similar output value. The Jiangxi Phase II project aims to add 1.2 million square meters of capacity, with 600,000 square meters expected to be operational by 2026 [4][17][18] - **Profit Contribution from Thai Products**: In the first half of 2025, Thai products were slightly profitable, contributing 25-30 million yuan in profits in the second half, with total revenue around 400 million yuan. Full production by the end of 2026 is expected to enhance profitability further [20] - **Client Base for Secondary Power Supply**: Major clients for Weigao's secondary power supply business include Morata, New Energy, Jin Zhengyang, Delta, Changcheng, and Eurotech, all of which have ongoing projects [21]

Company and Industry Summary Company: 威尔高 (Weilgao) Key Points - **Google Power Order**: The company has officially received an order for over 200 million yuan from Google for primary power supplies, with secondary power supply projects currently in coordination [1][2][3] - **GB300/Rubin Progress**: The progress on the GB300 and Rubin projects is reported to be smooth, indicating a positive trajectory in product development and delivery [1][2][3] - **Revenue Growth Forecast**: The company anticipates a compound annual growth rate (CAGR) of 50% for revenues in the years 2025, 2026, and 2027, with projected revenues of 15 million, 24 million, and 36 million respectively [1][2][3] - **Profit Expectations**: Profit is expected to increase as the utilization rate of the Thailand factory improves and the proportion of power supply products rises, with profit forecasts of over 3 million and 5 million for the years 2026 and 2027 respectively [1][2][3]

Summary of Conference Call Minutes Company Overview - The conference call focused on Weirgao's strategic layout and operational progress in the AI server power PCB sector, with key clients including Google, NVIDIA, Robin, and ICTBG [1][2]. Key Points Industry and Company Developments - Weirgao has secured a $20 million PCB order from Google, with the GB300 single cabinet PCB valued at approximately 9,000 RMB [2]. - The value of Robin's solution is estimated to be 20-35% higher than that of the GB300 due to material upgrades and increased layers (up to 24 layers) [2]. - The ICTBG cabinets have been delivered in Thailand, with the first phase order also valued at $20 million, all designated for overseas delivery [2]. Financial Projections - The revenue target for 2026 is set at 950 million RMB, with a net profit goal of at least 100 million RMB [1]. - The profitability is currently under pressure due to soaring raw material prices expected in 2025, but significant improvements are anticipated starting Q2 2026 as capacity is released and price adjustments are made [1][3]. Production Capacity and Strategy - The Thailand factory is positioned as a strategic hub for AI, with a planned outer capacity of 100,000 square meters by Q4 2026, while the current phase equates to 50,000 square meters [2]. - The domestic second phase will focus on high-margin power and industrial control products, supporting clients such as Great Wall, Eurocontinental, and Chuntian [2]. Progress on Secondary and Tertiary Power Supply - The secondary power supply is expected to enter small-scale supply in 2025, with a current yield rate of approximately 80%, compared to over 97% for the primary power supply [3]. - The scrap cost for 24-layer boards is as high as 54,000 RMB per piece, indicating a need for time to ramp up production [3]. - Profit margins are projected to improve significantly in 2026 as price adjustments and increased capacity utilization (expected to reach 60% in Q2 and 90% in Q4) occur, with net profit margins potentially exceeding 10% [3]. Conclusion - AI power PCBs are identified as a core growth engine, with a dual-track strategy established: focusing on major AI clients in Thailand and high-margin power/industrial control products domestically [2][3].