责任编辑：小浪快报 截至8月20日，威尔高股东户数1.86万，较上期增加13.93%；人均流通股2901股，较上期减少12.22%。 2025年1月-6月，威尔高实现营业收入7.15亿元，同比增长58.71%；归母净利润4520.25万元，同比增长 18.31%。 分红方面，威尔高A股上市后累计派现3607.86万元。 机构持仓方面，截止2025年6月30日，威尔高十大流通股东中，香港中央结算有限公司位居第四大流通 股东，持股72.39万股，为新进股东。大成成长进取混合A（010371）、大成科技消费股票A（008934） 退出十大流通股东之列。 9月23日，威尔高跌2.90%，成交额2.97亿元。两融数据显示，当日威尔高获融资买入额2639.43万元， 融资偿还2265.37万元，融资净买入374.06万元。截至9月23日，威尔高融资融券余额合计2.24亿元。 融资方面，威尔高当日融资买入2639.43万元。当前融资余额2.24亿元，占流通市值的7.30%，融资余额 超过近一年80%分位水平，处于高位。 融券方面，威尔高9月23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； ...

9月18日，威尔高盘中上涨2.16%，截至11:19，报62.50元/股，成交2.47亿元，换手率7.47%，总市值 84.14亿元。 资金流向方面，主力资金净流出798.81万元，特大单买入788.07万元，占比3.19%，卖出1764.83万元， 占比7.15%；大单买入5416.87万元，占比21.95%，卖出5238.92万元，占比21.23%。 威尔高今年以来股价涨79.83%，近5个交易日涨4.55%，近20日涨10.44%，近60日涨62.38%。 今年以来威尔高已经6次登上龙虎榜，最近一次登上龙虎榜为8月13日，当日龙虎榜净买入5365.09万 元；买入总计2.51亿元 ，占总成交额比16.06%；卖出总计1.97亿元 ，占总成交额比12.63%。 资料显示，江西威尔高电子股份有限公司位于广东省惠州市惠城区期湖塘路5号惠鹏大厦办公楼10楼 1004，成立日期2017年4月7日，上市日期2023年9月6日，公司主营业务涉及印制电路板的研发、生产和 销售。主营业务收入构成为：印制电路板87.45%，其他业务是收入12.55%。 威尔高所属申万行业为：电子-元件-印制电路板。所属概念板块包括：小盘、 ...

（文章来源：证券日报） 证券日报网讯威尔高9月17日在互动平台回答投资者提问时表示，公司高导热PCB技术可满足应用于液 冷服务器散热需求，公司积极配合客户新技术、新工艺的研发，新产能的释放。 ...

Core Viewpoint - The company has successfully turned a profit and is expanding its production capacity, with a focus on multi-layer boards by the end of 2025 [2] Group 1: Company Performance - The company's factory in Thailand is currently operating at over 80% utilization [2] - The company has achieved a turnaround from loss to profit in its semi-annual performance [2] Group 2: Production Capacity and Future Plans - The company plans to expand its production capacity to 100,000 square meters per month by the end of 2025 [2] - Product offerings will primarily focus on multi-layer boards, with technology upgrades tailored to customer needs [2]

证券日报网讯威尔高（301251）9月17日在互动平台回答投资者提问时表示，公司DC-DC电源模块的研 发及量产正按计划稳步推进。相关技术会跟紧市场趋势和客户的需求，加大研发投入。 ...

Group 1 - The company, Weirgao (301251), is continuously providing PCB products to leading cloud service providers both domestically and internationally, indicating a stable supply situation [1]

威尔高所属申万行业为：电子-元件-印制电路板。所属概念板块包括：小盘、专精特新、PCB概念、工 业互联网、消费电子等。 9月16日，威尔高盘中上涨2.07%，截至09:59，报61.06元/股，成交8987.69万元，换手率2.75%，总市值 82.20亿元。 资金流向方面，主力资金净流入410.24万元，特大单买入263.21万元，占比2.93%，卖出372.92万元，占 比4.15%；大单买入2089.58万元，占比23.25%，卖出1569.63万元，占比17.46%。 威尔高今年以来股价涨75.68%，近5个交易日涨13.07%，近20日涨0.83%，近60日涨62.78%。 今年以来威尔高已经6次登上龙虎榜，最近一次登上龙虎榜为8月13日，当日龙虎榜净买入5365.09万 元；买入总计2.51亿元 ，占总成交额比16.06%；卖出总计1.97亿元 ，占总成交额比12.63%。 资料显示，江西威尔高电子股份有限公司位于广东省惠州市惠城区期湖塘路5号惠鹏大厦办公楼10楼 1004，成立日期2017年4月7日，上市日期2023年9月6日，公司主营业务涉及印制电路板的研发、生产和 销售。主营业务收入构成为： ...

Summary of Weigao Conference Call Company Overview - Weigao focuses on AI server power supply business, with 80% of products used for AI servers [2][3] - The company is currently engaged in small batch delivery certification for secondary power supplies, expecting large orders by year-end [2][3] - The GB300 series has seen a significant increase in shipment volume since September 15 [2][7] Key Points Industry and Market Position - Weigao's production capacity structure consists of 60% for back copper plates and power boards, expected to reach 65% by mid-2024 [2][5] - Display products account for approximately 20% of the capacity, with automotive electronics (mainly BYD) contributing about 8-10% [2][5] - The company produces optical modules with specifications up to 800G, without involvement in 1.6T products [2][6] Financial Performance and Projections - For 2025, Weigao anticipates revenue of approximately 1.6 billion yuan, with a target of over 2.5 billion yuan for 2026 [4][19] - The company expects a profit margin contribution of 8-10% from Thai operations in the second half of 2025, reaching a normal level of 10% by year-end [3][19] - Third-quarter performance met expectations, with increased shipments of GB300 products [20] Product Development and Upgrades - Weigao is upgrading power supplies from 5.5kW to 8kW, increasing the number of modules in GB200 and GB300 models to eight [4][11] - The Ruby project will implement HDR technology for 8kW power supplies starting in 2026, enhancing integration and value [12][8] - The company is collaborating with Delta to develop new samples and high-voltage direct current solutions [9][8] Customer Relationships and Collaborations - Weigao has a strong cooperative intention with Micromet's Thai factory but has not yet collaborated on NV products [15] - There is no current procurement or collaboration with BYD Electronics regarding NV-related products [15] Supply Chain and Capacity Expansion - The Thai production capacity expansion to 100,000 square meters is underway, with equipment expected to arrive by year-end [3][18] - The company is actively discussing the timing of capacity startup for 2025 or 2026 to ensure smooth supply [18] Challenges and Market Conditions - The company faced supply chain issues in the second quarter but has since recovered, with third-quarter performance normalizing [20] - Long-term projections for orders from Delta indicate significant growth, prompting Weigao to prepare sufficient capacity [17] Additional Insights - The optical communication sector has low order volumes, contributing minimally to revenue [5] - The company is in the design phase for HVDC-related products, with ongoing collaboration with Delta for product upgrades [14]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301251 证券简称：威尔高公告编号：2025-042 江西威尔高电子股份有限公司 第二届董事会第九次会议决议公告 具体内容详见公司同日披露于巨潮资讯网（http://www.cninfo.com.cn）的相关公告。 表决情况：5票同意、0票反对、0票弃权。 三、备查文件 1、第二届董事会第九次会议决议； 特此公告。 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、董事会会议召开情况 江西威尔高电子股份有限公司（以下简称"公司"）第二届董事会第九次会议于2025年9月5日以口头方式 通知全体董事在公司会议室以现场及通讯方式召开。根据《公司章程》的规定，经全体董事一致同意， 本次会议豁免通知时限要求，会议应出席董事5人，实际出席董事5人。本次会议由公司董事长邓艳群女 士召集和主持，本次会议的召集、召开程序符合《中华人民共和国公司法》《江西威尔高电子股份有限 公司章程》等相关规定。 二、董事会会议审议情况 1、会议审议通过了《关于向2025年限制性股票激励计划激励对象首次授予限制性股票的议案》 根据 ...

Group 1 - The company announced the convening of the second board meeting and the fifth meeting of the remuneration and assessment committee on September 5, 2025 [2] - The board approved the proposal for the initial grant of restricted stock under the 2025 restricted stock incentive plan [2] - The number of restricted stocks to be granted initially is 1.27 million shares, with a grant price of 20.87 yuan per share [2]