Group 1 - The stock price of Aoshikang (002913.SZ) increased by 5.59% to 42.33 yuan on February 12, 2026, driven by strong capital inflow and positive technical indicators [1] - Main capital inflow amounted to 17.7 million yuan, accounting for 18% of the trading volume, which helped the stock price break through the 5-day, 10-day, and 20-day moving averages [1] - Technical indicators showed strength, with the MACD histogram turning positive at 0.053 and the KDJ J-line rising to 97.91, indicating enhanced short-term momentum [1] Group 2 - Institutional interest increased as three index-enhanced funds from Penghua Fund entered a significant position in Aoshikang, holding a total of 636,800 shares, resulting in a floating profit of approximately 1.29 million yuan from the stock price increase [2] - Aoshikang's stock performance significantly outpaced the overall electronic sector, which rose by 1.61%, and the components sector, which only increased by 0.92% [2] Group 3 - The PCB industry is expected to benefit from increased demand driven by AI servers and automotive electronics, with global output projected to grow from 73.57 billion USD in 2024 to 94.66 billion USD by 2029 [3] - Aoshikang's high-layer board business constitutes 75.36% of its operations, positioning the company to directly benefit from the industry's favorable conditions [3] - The company plans to issue convertible bonds to raise 1 billion yuan for a high-end PCB project in Thailand, which will add an annual production capacity of 840,000 square meters upon reaching full capacity, enhancing its long-term growth potential [3]
奥士康股价上涨5.59%,资金与技术面共振,机构持仓受关注