Camelot(301282)
Search documents
存储大年叠加MLCC涨价潮来袭,AI算力与汽车电子多层轮利好驱动,电子元器件迎量价齐升机遇
Xin Lang Cai Jing· 2026-02-26 10:27
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]
11.84亿元市值限售股今日解禁

Ge Long Hui A P P· 2026-02-26 00:56
格隆汇2月26日|Wind数据显示,周四(2月26日),共有2家公司限售股解禁,合计解禁量为3908.48万 股,按最新收盘价计算,合计解禁市值为11.84亿元。从解禁量来看,1家公司解禁股数超千万股。金禄 电子、中科美菱解禁量居前,解禁股数分别为3796.5万股、111.98万股。从解禁市值来看,1家公司解禁 市值超亿元。金禄电子、中科美菱解禁市值居前,解禁市值分别为11.66亿元、1873.44万元。从解禁股 数占总股本比例来看,1家公司解禁比例超10%。金禄电子、中科美菱解禁比例居前,解禁比例分别为 25.12%、1.16%。 ...
金禄电子:公司暂未涉及芯片封装领域
Zheng Quan Ri Bao· 2026-02-24 10:15
证券日报网讯 2月24日,金禄电子在互动平台回答投资者提问时表示,公司专业从事印制电路板 (PCB)的研发、生产与销售,暂未涉及芯片封装领域。 (文章来源:证券日报) ...
金禄电子:暂未生产1.6T光模块PCB
Ge Long Hui· 2026-02-24 07:18
格隆汇2月24日丨金禄电子(301282.SZ)在投资者互动平台表示,公司暂未生产1.6T光模块PCB。 ...
金禄电子(301282.SZ):暂未涉及芯片封装领域
Ge Long Hui· 2026-02-24 07:18
格隆汇2月24日丨金禄电子(301282.SZ)在投资者互动平台表示,公司专业从事印制电路板(PCB)的研 发、生产与销售,暂未涉及芯片封装领域。 ...
金禄电子(301282.SZ):暂未生产1.6T光模块PCB
Ge Long Hui· 2026-02-24 07:18
格隆汇2月24日丨金禄电子(301282.SZ)在投资者互动平台表示,公司暂未生产1.6T光模块PCB。 ...
金禄电子(301282.SZ):暂未涉及存储芯片业务
Ge Long Hui· 2026-02-24 07:12
格隆汇2月24日丨金禄电子(301282.SZ)在投资者互动平台表示,公司暂未涉及存储芯片业务。 ...
金禄电子科技股份有限公司 关于首次公开发行前已发行部分股份上市流通的提示性公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-02-12 22:59
Core Viewpoint - The company, Jinlu Electronics Technology Co., Ltd., is set to release 71,520,000 shares for trading, which represents 47.3204% of its total share capital, on February 26, 2026, following the lifting of restrictions on previously issued shares [1][8]. Group 1: Share Issuance and Restrictions - The total number of shares after the initial public offering (IPO) is 151,139,968, with 71,522,812 shares still under lock-up, including 71,520,000 shares from the IPO and 2,812 shares from executive lock-up [1]. - The shareholders applying for the lifting of share restrictions include five entities, with a total of 71,520,000 shares being released [8]. - The shares released for trading will not be subject to any pledges or freezes [9]. Group 2: Shareholder Commitments - Shareholders have committed to not transferring or managing their shares for 36 months post-IPO, with a minimum selling price set at the IPO price of 30.38 yuan per share [2][4]. - If the stock price falls below the IPO price for 20 consecutive trading days within six months post-IPO, the lock-up period will automatically extend by six months [3][5]. - Shareholders must adhere to legal regulations regarding share reduction and must disclose any changes in shareholding [6][7]. Group 3: Management and Oversight - The company’s chairman and general manager, Li Jilin, holds 2,070,500 shares indirectly through Kaimeilu Investment, and is subject to a 25% annual transfer limit during his tenure [10]. - The board of directors will monitor compliance with shareholder commitments and report on their adherence in regular updates [10].
金禄电子科技股份有限公司关于首次公开发行前已发行部分股份上市流通的提示性公告
Shang Hai Zheng Quan Bao· 2026-02-12 18:55
Core Viewpoint - The announcement details the lifting of restrictions on 71,520,000 shares of Jinlu Electronics Technology Co., Ltd., which represents 47.3204% of the company's total share capital, allowing these shares to be traded starting February 26, 2026 [2][11]. Group 1: Share Issuance and Structure - Jinlu Electronics issued 37,790,000 shares at a price of 30.38 yuan per share, leading to a total share count of 151,139,968 after the IPO [3]. - The number of shares that remain restricted is 71,522,812, which includes 71,520,000 pre-IPO restricted shares and 2,812 shares held by executives [3]. Group 2: Shareholder Commitments - Five shareholders are involved in the lifting of share restrictions, with commitments to not sell shares below the IPO price of 29.43 yuan per share for two years after the lock-up period [2][4]. - The commitments include a provision that if the stock price falls below the IPO price during the lock-up period, the lock-up will be extended by six months [5][6]. Group 3: Lock-up and Release Details - The release of the restricted shares is scheduled for February 26, 2026, and the shareholders involved have adhered to their commitments without any violations [8][11]. - Specific details indicate that 75% of the shares released by the chairman will remain locked, resulting in only 8,180,000 shares being available for trading [9].
金禄电子(301282.SZ):公司PCB有应用于工业机器人领域
Ge Long Hui· 2026-02-12 15:58
Group 1 - The core viewpoint of the article is that Jinlu Electronics (301282.SZ) has applications for its PCB products in the industrial robotics sector, but this is not currently a major application area for the company [1] Group 2 - The company has indicated its engagement with the industrial robotics field, suggesting potential future growth opportunities [1] - The current focus of the company's products lies outside the industrial robotics sector, highlighting a possible area for strategic development [1]