格隆汇2月9日丨致尚科技(301486.SZ)涨10.68%，报228.560元，股价创历史新高，总市值294.11亿元。 ...

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry, indicating an expectation of returns stronger than the market benchmark by over 5% [5]. Core Insights - Strong demand for computing power driven by AI applications is expected to continue, with significant investments from major cloud providers [8]. - The hardware supply-demand imbalance is spreading across various sectors, leading to price increases [8]. - New technologies such as CPO (Co-Packaged Optics) are anticipated to create additional demand [8]. Summary by Sections Investment Recommendations and Targets - Key investment targets include: - Semiconductor manufacturing: SMIC (688981, Buy), Hua Hong Semiconductor (01347, Buy) - Testing and packaging: Changdian Technology (600584, Buy), Tongfu Microelectronics (002156, Buy), and others [9]. - Server storage: Lianqi Technology (688008, Buy) - CPUs: Haiguang Information (688041, Buy), Longxin Technology (688047, Not Rated), and others [9]. - Passive components: Sanhua Group (300408, Buy), Fenghua Advanced Technology (000636, Not Rated) [9]. - Server manufacturing: Industrial Fulian (601138, Buy), Huaqin Technology (603296, Buy) [9]. - Analog and power chips: Naxin Micro (688052, Buy), Sierui Technology (688536, Not Rated), and others [9]. - Semiconductor equipment: Zhongwei Company (688012, Buy), Northern Huachuang (002371, Buy), and others [9]. - Optical devices/chips: Zhishang Technology (301486, Not Rated), Tianfu Communication (300394, Not Rated), and others [9]. AI Applications and Edge Computing - Key targets in edge AI applications include: - AI main control chips: Amlogic (688099, Buy), Hengxuan Technology (688608, Buy) - Edge storage: Zhaoyi Innovation (603986, Buy), Bawei Storage (688525, Buy) [10]. - Terminal manufacturers: Hikvision (002415, Buy), Luxshare Precision (002475, Buy), BYD Electronics (00285, Not Rated), and others [10]. - Core components for AI edge: Huanxu Electronics (601231, Buy), Sunny Optical Technology (02382, Buy), and others [10].

Summary of Key Points from the Conference Call Industry Focus - The conference call emphasizes the **silicon photonics** industry and **CPO (Co-Packaged Optics)** technology Core Recommendations - The call highlights four key recommended companies in the **silicon photonics light engine and CW (Continuous Wave)** segment: - **Zhongji Xuchuang** - **Xinyi Technology** - **Yuanjie Technology** - **Tianfu Communication** [1] - Additionally, four beneficiary companies in the **silicon photonics equipment and optical interconnection** sector are mentioned: - **Robotek** - **Zhishang Technology** - **Juguang Technology** - **Jieput** [1] Additional Insights - The call underscores the importance of the **"Four Key Points"** and **"Four Little Dragons"** combination strategy for investment in the silicon photonics sector [1]

Summary of Key Points from Conference Call Records Industry Overview - The records pertain to the **electronic industry**, specifically focusing on **CPO (Chip-on-Board)**, **PCB (Printed Circuit Board)**, and **storage sectors**. Core Insights and Arguments - **CPO Developments**: AYZ has updated the RubinUltra CPO Scale-up plan, resulting in significant stock price increases for several companies: - 罗博特科 (Robotech) +20% - 炬光科技 (Juguang Technology) +18.06% - 致尚科技 (Zhishang Technology) +15.56% - 天孚通信 (Tianfu Communication) +13.21% [1] - **PCB Orders**: 威尔高 (Weilgao) has secured a primary power order from Google, with a secondary power connection in progress, leading to a stock increase of +18.23% [1]. - **Domestic Computing Power**: There is a notable divergence in the market for GPUs and ASICs, with changes in the trading landscape for computing power chips. - 芯原 (Xinyuan) +9.11% - 灿芯 (Canxin) +5.59% - 寒武纪 (Cambricon) -9.18% - 沐曦 (Muxi) -3.08% - 摩尔 (Moore) -2.65% [1] - **Storage Sector**: - 普冉 (Purang) +8% - 恒烁 (Hengshuo) +6% - There is a recovery trend in storage prices [1]. - **Profit Expectations**: - The GPU company 寒武纪 (Cambricon) is expected to report Q4 profits slightly below expectations, while 海光信息 (Haiguang Information) has not released performance forecasts. - The ASIC company 芯原股份 (Xinyuan Co.) is seeing project implementations that may lead to improved performance trends, maintaining a bullish outlook [1]. - **Key Recommendations**: - 芯碁微装 (Xinqi Micro) is strongly recommended, with a projected market cap exceeding 450 million, and expected monthly deliveries of 2E equipment in Q1, indicating high growth potential [1]. - 佰维存储 (Baiwei Storage) is anticipated to see significant growth in 2026, with Q1 performance expected to double sequentially [1]. Additional Important Insights - **Advanced Packaging**: The advanced packaging sector is expected to see shipments double annually, indicating robust growth prospects [1]. - **Flash Memory Prices**: Overseas institutions predict that the price of SanDisk NAND used for enterprise SSDs may increase by over 100% quarter-on-quarter in March [2]. - **AI Chip Demand**: 菲利华 (Feilihua) is positioned to benefit from explosive demand for AI chip products from Nvidia and Google, with expectations of becoming a global leader in Q fabric, targeting a market cap of 100 billion [2].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301486 证券简称：致尚科技 公告编号：2026-003 深圳市致尚科技股份有限公司 第三届董事会第十五次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或者重大 遗漏。 一、董事会会议召开情况 深圳市致尚科技股份有限公司（以下简称"公司"）第三届董事会第十五次会议于2026年1月29日以书面 送达方式发出通知，并于2026年2月3日在公司会议室以现场结合通讯的方式召开。本次会议由董事长陈 潮先先生召集主持。本次会议应出席董事五名，实际出席董事五名（其中陈潮先先生、计乐宇先生、刘 胤宏先生以通讯方式出席本次会议）。本次会议的召开符合《中华人民共和国公司法》及有关法律、法 规的规定。 二、董事会会议审议情况 （一）审议通过《关于2026年度日常关联交易预计的议案》 根据公司业务发展及日常经营需要，公司及控股子公司预计2026年度将与深圳艾柠美科技有限公司发生 日常关联交易，关联交易内容为销售商品、技术开发服务等，交易总金额不超过2,000.00万元。具体内 容详见公司披露于巨潮资讯网（http://w ...

Core Viewpoint - Zhishang Technology (301486) experienced a significant stock price increase of 15.56% on February 3, 2026, closing at 220.1 yuan, with a total market capitalization of 28.323 billion yuan [1] Group 1: Stock Performance - On February 3, 2026, the stock opened at 199.99 yuan, reached a high of 228.56 yuan, and recorded a low of 199.99 yuan, with a trading volume of 2.437 billion yuan and a turnover rate of 15.33% [1] Group 2: Company Announcements - The company issued an "Abnormal Stock Trading Fluctuation Announcement" indicating that from January 30 to February 3, 2026, the cumulative price deviation exceeded 30%, constituting abnormal fluctuations [1] - The company confirmed that there were no significant changes in the internal and external environment, and the controlling shareholders did not trade the company's stock during this period [1] Group 3: Acquisition Plans - Zhishang Technology plans to issue shares and pay cash to acquire 99.8555% of Hengyang Data, pending review by the Shenzhen Stock Exchange and registration with the CSRC, indicating uncertainty in the transaction [1] - The company has disclosed a revised draft of the relevant restructuring report and responses to the review inquiry letter [1] Group 4: Financial Projections - For the fiscal year 2025, the company expects a profit of 82 million to 112 million yuan, while projecting a non-recurring net loss of 35 million to 60 million yuan [1]

CPO概念盘初走强，致尚科技"20cm"涨停，罗博特科涨超19%，天孚通信、长芯博创涨超10%，太辰 光、蘅东光、亨通光电等跟涨。 ...

2026 年度日常关联交易预计的核查意见 五矿证券有限公司 关于深圳市致尚科技股份有限公司 五矿证券有限公司（以下简称"五矿证券"或"保荐机构"）作为深圳市致 尚科技股份有限公司（以下简称"致尚科技"或"公司"）首次公开发行股票并 在创业板上市的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券 交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号— —创业板上市公司规范运作》及《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》等相关法律法规和规范性文件的规定，对致尚科技 2026 年度 日常关联交易预计进行了核查，具体核查情况如下： 一、日常关联交易基本情况 （一）日常关联交易概述 深圳市致尚科技股份有限公司（以下简称"公司"或"致尚科技"）于 2026 年 2 月 3 日召开第三届董事会第十五次会议，审议通过《关于 2026 年度日常关 联交易预计的议案》，关联董事陈潮先、陈和先已对此议案回避表决，其他非关 联董事一致同意该事项。本次日常关联交易预计事项在提交董事会审议前已经审 计委员会及独立董事专门会议审议通过。保荐机构发表了明确同意的核查意见。 本次日常关联交易计 ...

证券代码：301486 证券简称：致尚科技 公告编号：2026-003 深圳市致尚科技股份有限公司 第三届董事会第十五次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、董事会会议召开情况 深圳市致尚科技股份有限公司（以下简称"公司"）第三届董事会第十五次 会议于 2026 年 1 月 29 日以书面送达方式发出通知，并于 2026 年 2 月 3 日在公 司会议室以现场结合通讯的方式召开。本次会议由董事长陈潮先先生召集主持。 本次会议应出席董事五名，实际出席董事五名（其中陈潮先先生、计乐宇先生、 刘胤宏先生以通讯方式出席本次会议）。本次会议的召开符合《中华人民共和国 公司法》及有关法律、法规的规定。 二、董事会会议审议情况 本议案已经公司独立董事专门会议、董事会审计委员会审议通过。 （二）审议通过《关于使用部分闲置自有资金进行现金管理的议案》 为提高资金使用效率，合理利用闲置自有资金，在不影响公司正常经营的情 况下，公司及子公司使用部分闲置自有资金不超过人民币 60,000 万元进行现金 管理，购买安全性高、流动性好、满足保本要求的理财产品 ...

证券代码：301486 证券简称：致尚科技 公告编号：2026-005 深圳市致尚科技股份有限公司 关于使用部分闲置自有资金进行现金管理的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 深圳市致尚科技股份有限公司（以下简称"公司"或"致尚科技"）于 2026 年 2 月 3 日召开第三届董事会第十五次会议，审议通过了《关于使用部分闲置自 有资金进行现金管理的议案》，同意公司及子公司在不影响正常运营的情况下， 使用部分闲置自有资金不超过人民币 60,000 万元进行现金管理，使用期限为自 公司董事会审议通过之日起十二个月内有效，资金可循环滚动使用。该事项在提 交董事会审议前已经董事会审计委员会和独立董事专门会议审议通过。保荐机构 发表了明确同意的核查意见。现将有关情况公告如下： 一、使用部分闲置自有资金进行现金管理的基本情况 （一）基本情况 1、现金管理的目的 为提高公司及子公司的资金使用效率，增加资金收益，合理利用闲置自有资 金，在不影响公司正常经营的情况下，合理利用部分闲置自有资金进行现金管理， 为公司及股东获取更多的投资回报。 2、现金管理额度、资 ...