（记者 谭玉涵） 每经AI快讯，有投资者在投资者互动平台提问：贵公司说400G和800G光模块研发项目已完成，是不是 指400G、800G的光模块PCB板研发已完成，而不是光模块？ 强达电路（301628.SZ）8月1日在投资者互动平台表示，800G光模块印制板技术研究"和"400G光模块印 制板技术研究"都已经完成。 ...

Core Points - The component sector increased by 0.69% on July 31, with Shengyi Electronics leading the gains [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Company Performance - Shengyi Electronics (688183) closed at 53.17, up 6.11% with a trading volume of 403,100 shares and a transaction value of 221.3 million [1] - Shengyi Technology (600183) closed at 42.92, up 3.80% with a trading volume of 452,300 shares and a transaction value of 194.4 million [1] - Hongxin Electronics (300657) closed at 29.61, up 3.42% with a trading volume of 478,600 shares and a transaction value of 1.418 billion [1] - Huhua Electric (002463) closed at 56.27, up 3.29% with a trading volume of 836,100 shares and a transaction value of 4.746 billion [1] - Maijie Technology (300319) closed at 11.45, up 3.15% with a trading volume of 514,300 shares and a transaction value of 578 million [1] - Dongshan Precision (002384) closed at 58.49, up 3.14% with a trading volume of 953,500 shares and a transaction value of 5.667 billion [1] - Jianghai Co. (002484) closed at 23.88, up 2.71% with a trading volume of 526,900 shares and a transaction value of 125.5 million [1] - Fangbang Co. (688020) closed at 56.78, up 2.12% with a trading volume of 127,600 shares and a transaction value of 74 million [1] - Qiangda Circuit (301628) closed at 92.46, up 2.05% with a trading volume of 35,300 shares and a transaction value of 329 million [1] - Xingsen Technology (002436) closed at 18.96, up 1.99% with a trading volume of 2,621,600 shares and a transaction value of 506.47 million [1] Fund Flow - The component sector experienced a net outflow of 581 million from main funds, while retail funds saw a net inflow of 431 million [3] - Speculative funds had a net inflow of 150 million [3]

证券日报网讯强达电路7月30日在互动平台回答投资者提问时表示，涉及披露的对外业务合作请以公司 公告和披露信息为准。公司将持续拓展国内外市场，为客户提供更多优质的产品和服务，截至2024年， 公司内销收入的占比为67.28%，外销收入占比为28.11%。 （文章来源：证券日报） ...

Core Viewpoint - The company emphasizes its commitment to market trends and technology development while actively expanding its domestic and international market presence [1] Group 1 - The company stated that any disclosures regarding external business cooperation should be based on official announcements and disclosed information [1] - The company is closely monitoring market development trends and will continue to strengthen its technological reserves [1] - The company aims to enhance product research and development in advance to seize market opportunities [1] Group 2 - The company plans to continuously expand its domestic and international markets [1] - The company is dedicated to providing more high-quality products and services to its customers [1]

格隆汇7月29日丨强达电路(301628.SZ)在互动平台表示，公司深耕PCB行业二十年，主营业务为PCB的 研发、生产和销售，是一家专注于中高端样板和小批量板的PCB企业。公司产品广泛应用于工业控制、 通信设备、汽车电子、消费电子、医疗健康和半导体测试等应用领域。 ...

证券代码：301628 证券简称：强达电路 公告编号：2025-037 深圳市强达电路股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 公司本次进行现金管理的额度和期限均在审批范围内，无需另行提交董事会、 股东大会审议。 四、对公司日常经营的影响 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳市强达电路股份有限公司（以下简称"公司"）于 2024 年 12 月 21 日 召开第二届董事会第六次会议、第二届监事会第六次会议，审议通过《关于使用 部分闲置募集资金进行现金管理的议案》，同意公司在确保不影响正常运营和募 集资金投资项目建设的情况下，拟使用不超过人民币 32,500.00 万元（含本数） 的闲置募集资金进行现金管理，用于购买安全性高、流动性好、风险性低的保本 型产品，同时满足单项产品投资期限最长不超过 12 个月及保本要求。上述额度 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可循环滚动 使用。闲置募集资金现金管理到期后将及时归还至募集资金专户。具体内容详见 公司 2024 年 12 月 23 日披露于巨潮资讯网（w ...

证券代码：301628 证券简称：强达电路 公告编号：2025-036 深圳市强达电路股份有限公司（以下简称"公司"或"强达电路"）于 2024 年 12 月 21 日召开第二届董事会第六次会议、第二届监事会第六次会议，审议通过《关于使 用部分闲置募集资金进行现金管理的议案》，同意公司在确保不影响正常运营和募集资 金投资项目建设的情况下，拟使用不超过人民币 32,500.00 万元（含本数）的闲置募集 资金进行现金管理，用于购买安全性高、流动性好、风险性低的保本型产品，同时满足 单项产品投资期限最长不超过 12 个月及保本要求。上述额度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可循环滚动使用。闲置募集资金现金管理到 期后将及时归还至募集资金专户。具体内容详见公司 2024 年 12 月 23 日披露于巨潮资 讯网（www.cninfo.com.cn）的《关于使用部分闲置募集资金进行现金管理的公告》（公 告编号：2024-012）。 近日，公司募集资金购买的现金管理产品进行了到期赎回，相应注销了部分募集资 金现金管理专用结算账户。现就相关事宜公告如下： 序 号 受托方 产品名称 产品 类型 ...

证券代码：301628 证券简称：强达电路 公告编号：2025-035 深圳市强达电路股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 深圳市强达电路股份有限公司（以下简称"公司"或"强达电路"）于 2024 年 12 月 21 日召开第二届董事会第六次会议、第二届监事会第六次会议，审议通过《关于使 用部分闲置募集资金进行现金管理的议案》，同意公司在确保不影响正常运营和募集资 金投资项目建设的情况下，拟使用不超过人民币 32,500.00 万元（含本数）的闲置募集 资金进行现金管理，用于购买安全性高、流动性好、风险性低的保本型产品，同时满足 单项产品投资期限最长不超过 12 个月及保本要求。上述额度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可循环滚动使用。闲置募集资金现金管理到 期后将及时归还至募集资金专户。具体内容详见公司 2024 年 12 月 23 日披露于巨潮资 讯网（www.cninfo.com.cn）的《关于使用部分闲置募集资金进行现金管理的公告》（公 告编号：202 ...

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [1]. Core Insights - The company has been deeply engaged in the PCB industry for twenty years, focusing on high-end samples and small-batch board products. It benefits from the growing demand in downstream applications such as industrial control and communication equipment. In 2024, the company is expected to achieve revenue of 793 million yuan, a year-on-year increase of 11.19%, and a net profit attributable to the parent company of 113 million yuan, up 23.70% [4][8]. - The company is actively expanding its high-end production capacity and optimizing its product structure, with a significant focus on AI servers, optical modules, new energy vehicles, and robotics [4][6]. - The company has a flexible production capability and a refined management approach, allowing it to meet diverse customer needs with a quick delivery time, outperforming industry averages [5]. Company Overview - Latest closing price: 79.65 yuan - Total shares: 75 million, circulating shares: 19 million - Total market value: 6 billion yuan, circulating market value: 1.5 billion yuan - 52-week high/low: 137.50/68.14 yuan - Debt-to-asset ratio: 21.8% - Price-to-earnings ratio: 42.14 [3]. Financial Projections - Expected revenues for 2025, 2026, and 2027 are 910 million yuan, 1.12 billion yuan, and 1.35 billion yuan, respectively. The net profit attributable to the parent company is projected to be 136 million yuan, 177 million yuan, and 230 million yuan for the same years [10][8]. - The company’s earnings per share (EPS) are forecasted to be 1.81 yuan, 2.35 yuan, and 3.06 yuan for 2025, 2026, and 2027, respectively [10]. Investment Recommendations - The report anticipates that the company will achieve a price-to-earnings ratio (P/E) of 44 times, 34 times, and 26 times for the years 2025, 2026, and 2027, respectively, supporting the "Buy" rating [8].

Investment Rating - The report initiates coverage with a "Buy" rating for the company [1] Core Insights - The company has been deeply engaged in the PCB industry for twenty years, focusing on mid-to-high-end sample and small-batch board products. It benefits from the growing demand in downstream applications such as industrial control and communication equipment. In 2024, the company is expected to achieve revenue of 793 million yuan, a year-on-year increase of 11.19%, and a net profit attributable to the parent company of 113 million yuan, a year-on-year increase of 23.70% [4][8] - The company is actively expanding its high-end production capacity and optimizing its product structure, with a significant focus on AI servers, optical modules, new energy vehicles, and robotics. In 2024, R&D investment is projected to be 45.09 million yuan, with ongoing projects in 5G communication, optical modules, automotive radar, AR, and VR [4][6] - The company has a flexible production capability and a refined management approach, allowing it to meet the diverse and customized needs of its clients. In 2024, it sold approximately 108,800 PCB models, with an average order area of 2.61 square meters [5] Financial Projections - Revenue projections for 2025, 2026, and 2027 are 910 million yuan, 1.12 billion yuan, and 1.35 billion yuan, respectively, with net profits of 136 million yuan, 177 million yuan, and 230 million yuan. The current stock price corresponds to a PE ratio of 44 times, 34 times, and 26 times for 2025-2027 [8][10] - The company’s revenue growth is primarily driven by capacity expansion, customer development, and product optimization. The upcoming production bases in Shenzhen, Jiangxi, and Nantong will support this growth strategy [6][7]