盘后数据显示，2月26日龙虎榜中，共42只个股出现了机构的身影，有21只股票呈现机构净买入，21只 股票呈现机构净卖出。当天机构净买入前三的股票分别是润泽科技、沪电股份、菲利华，净买入金额分 别是6.05亿元、3.84亿元、3.32亿元。当天机构净卖出前三的股票分别是云天化、大族激光、杰普特， 净流出金额分别是9.43亿元、3.06亿元、2.14亿元。（第一财经） ...

证券代码：002463 证券简称：沪电股份 公告编号：2026-018 沪士电子股份有限公司 关于为控股子公司提供担保的进展公告 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。 特别提示： 沪士电子股份有限公司（下称"公司"）控股子公司胜伟策电子（江苏）有 限公司（下称"胜伟策"）最近一期财务报表资产负债率超过70%，特此提醒投 资者充分关注担保风险。 沪士电子股份有限公司关于为控股子公司提供担保的进展公告 胜伟策主要财务数据详见下表： 一、担保情况概述 公司于2026年1月27日召开第八届董事会第十三次会议，于2026年2月12日召 开2026年第一次临时股东会，审议通过《关于向相关金融机构申请综合授信额度 和对外担保的议案》，同意在有效期限内，为公司及子公司之间（公司对子公司、 子公司之间）提供总额折合不超过人民币58亿元的担保。其中，公司为子公司沪 士国际有限公司（下称"沪士国际"）提供的担保总额度为折合不超过人民币20 亿元；公司为子公司胜伟策提供的担保总额度为折合不超过人民币10亿元；公司 为子公司沪士电子（泰国）有限公司（下称"沪士泰国"）提供的担 ...

沪电股份公告称，公司曾于2026年通过议案，同意为公司及子公司提供总额折合不超58亿元担保，其中 为胜伟策提供不超10亿元。近日，公司与中信银行签署合同，为胜伟策提供最高债权本金额1亿元及利 息等费用之和的连带责任担保，原合同废止。胜伟策2026年1月营收8013.92万元，净利润113.19万元， 资产负债率超70%。截至公告披露日，公司存续对外担保余额不超20.64亿元，占最近一期经审计净资 产比例不超17.43%，无逾期及涉诉担保。 ...

1、行情 题材方面，液冷服务器开盘走强，佳力图、川润股份、广安爱众、江顺科技、高澜股份（20CM）集体涨停，德邦科技、申菱环境、海鸥股 份、思泉新材等集体大涨； PCB板块连续第二天大涨，广合科技、大族激光、奥士康、同宇新材、深南电路、沪电股份、明阳电路（20CM）涨停，威尔高、强达电路、 芯碁微装、东山精密、四会富仕、胜宏科技等集体大涨； 午后算力芯片反弹，寒武纪在"和中科院发布HNLPU架构"的吹票刺激下一度大涨近10%，云天励飞、摩尔线程、海光信息、景嘉微等小幅跟 涨； 燃气轮机概念全天单边走强，常宝股份、福鞍股份、应流股份、东方电气先后涨停，钢研高纳、图南股份、航发科技等大涨； 此外，CPO、代糖概念、环保概念等均有大涨表现，地产、影视、稀土、海南等跌幅居前。 截至收盘，沪指、创业板指分别收跌0.01%、0.29%，深成指微涨0.19%，市场整体涨跌互半。 AI硬件集体发力，指数全天小幅波动。 今天胜宏科技不做调整继续单边大涨，盘中一度再涨超10%，最终收涨7.75%。 成交额更是大幅爆量近250亿，继续坐稳今日"成交王"的交椅。 2、PCB 今日AI硬件集体大涨，其中PCB涨势最强，相当吸金。 广合 ...

Group 1 - XianDao Intelligent is a key player in high-end intelligent equipment, focusing on precision manufacturing and automation solutions, particularly in the PCB industry [1] - The company provides high-precision cutting, forming, and testing automation equipment for the PCB industry, enhancing production efficiency and yield for high-end products [1] - With the acceleration of AI server and data center construction, the demand for high-end processing equipment in the PCB industry continues to rise [1] Group 2 - Fangzheng Technology has a state-owned background and long-term industry accumulation in the electronic information field, focusing on the R&D, production, and sales of printed circuit boards (PCBs) [2] - The company is upgrading its PCB production lines, emphasizing high-layer and high-frequency boards to meet the demands of 5G communication and industrial internet [2] - Fangzheng Technology maintains a stable market position in the communication and industrial control PCB sectors, providing reliable PCB supply to downstream equipment manufacturers [2] Group 3 - Helitai is a privately held company with a complete layout in electronic components and display modules, focusing on FPC flexible circuit boards and rigid PCBs [3] - The company invests in automotive PCBs and flexible boards, enhancing performance to meet the increasing electronic penetration in new energy vehicles [3] - Helitai leverages its vertically integrated supply chain to optimize cost control and product yield, aligning with the trends of lightweight and high-reliability terminal devices [3] Group 4 - Nord shares focus on copper-based new materials and is a significant player in the domestic copper foil industry, with high-precision electrolytic copper foil as a core product [4] - The company is investing in high-end PCB copper foil R&D and production, optimizing thickness uniformity and surface roughness to meet market demands [4] - Nord shares are deeply integrated with the PCB upstream supply chain, supporting material upgrades in the industry [4] Group 5 - Beifang Copper Industry, controlled by local state assets, has integrated resource and processing advantages, focusing on cathode copper, copper rods, and copper foil [5] - The company is enhancing copper material purity and processing precision, developing ultra-thin PCB copper foil to meet stringent requirements for HDI and high-layer boards [5] - Beifang Copper Industry provides stable, high-quality basic material supply to the PCB industry, supporting the domestic material supply chain [5] Group 6 - Tongling Nonferrous Metals is a leading copper smelting and processing enterprise in China, with a complete industry chain from mining to processing [6] - The company focuses on PCB copper foil, which is crucial for the production of printed circuit boards, and is increasing its investment in high-end copper foil products [6] - Tongling Nonferrous Metals is also developing recycled copper business to promote green manufacturing in line with the PCB industry's low-carbon development trend [7] Group 7 - Huagong Technology, with strong technical research and development capabilities, provides laser processing equipment and high-end manufacturing solutions for the PCB industry [8] - The company’s products meet the high-precision processing needs of communication, server, and automotive electronics PCBs, benefiting from the expansion of the PCB industry driven by AI computing power [8][9] - Huagong Technology is positioned favorably in the domestic PCB equipment market, contributing to the industry's manufacturing level and production efficiency [8] Group 8 - Shenghong Technology specializes in high-end PCB products, including HDI and high-frequency boards, serving major clients in various sectors [9] - The company maintains high production efficiency and product stability, with a strong order backlog driven by the demand for AI servers [9] - Shenghong Technology is advancing its automotive PCB certification and production expansion, solidifying its position in the domestic PCB market [9] Group 9 - Deep Kangjia A is a state-owned enterprise with a diversified technology platform, focusing on high-end PCB products for communication and industrial control applications [10] - The company leverages group resources to optimize its PCB business structure and enhance collaboration with key downstream clients [10] - Deep Kangjia A is positioned to benefit from the recovery of consumer electronics and the advancement of computing infrastructure, maintaining stable growth in the PCB sector [10] Group 10 - Guanjie Technology is a leading global player in the display field, extending its business into PCB and electronic components [11] - The company’s PCB products align with trends towards lightweight and high integration, supporting the growing demand in smart displays and automotive applications [11] - Guanjie Technology optimizes its PCB business quality through vertical integration, enhancing its competitive position in the electronic components market [11] Group 11 - Tiantong Co., Ltd. specializes in soft magnetic materials and high-end equipment, providing precision processing and testing equipment for the PCB industry [12] - The company’s products enhance circuit stability and anti-interference capabilities, supporting the production of high-end PCBs [12] - Tiantong Co., Ltd. benefits from its dual focus on materials and equipment, providing essential support to the PCB industry [12] Group 12 - Huhua Electric is a leading enterprise in the PCB industry, focusing on high-reliability PCB products for communication and automotive applications [13] - The company has a strong technical foundation in high-frequency and high-speed PCB fields, supplying major global communication and automotive clients [13] - Huhua Electric is positioned to expand its high-end order volume and production capacity, maintaining a leading position in the global PCB market [13][14] Group 13 - Xingsen Technology is a leader in PCB samples and small batch production, serving a wide range of R&D clients across various sectors [15] - The company’s rapid delivery capabilities and flexible production model are industry-leading, making it a crucial supply chain partner during product development stages [15] - Xingsen Technology is expanding its high-end PCB production capacity, tapping into the server and automotive electronics markets [15] Group 14 - Dongshan Precision is a significant player in precision manufacturing, leading in FPC and PCB sectors [16] - The company’s FPC products are widely used in smart terminals and automotive applications, driving its core growth [16] - Dongshan Precision is optimizing its product structure to maintain strong competitiveness in the flexible circuit board and automotive PCB markets [16] Group 15 - Liyuan Information is a leading distributor of electronic components, connecting upstream manufacturers with downstream electronic manufacturers [17] - The company provides a comprehensive supply chain and technical support for PCB manufacturers, playing a critical role in the industry [17] - Liyuan Information is enhancing its collaboration with the PCB supply chain, improving supply chain efficiency and cost control [17] Group 16 - China Jushi is a global leader in the fiberglass industry, with a focus on electronic-grade fiberglass for PCB applications [18] - The company’s products are essential for PCB performance, meeting the demands of high-frequency and high-speed applications [18] - China Jushi is positioned to support the domestic material supply chain and play a vital role in the high-end material upgrade process [18] Group 17 - Zhongtung High-tech specializes in hard alloys and tungsten materials, providing critical consumables for PCB processing [19] - The company’s products meet high standards for hardness, wear resistance, and precision, supporting the production of high-end PCBs [19] - Zhongtung High-tech is leveraging its resource and technology advantages to maintain a significant position in the PCB specialized hard alloy materials market [19] Group 18 - Zhao Chi Co., Ltd. focuses on smart terminals and semiconductor products, with a strong PCB business for consumer electronics and smart home applications [20] - The company’s vertical integration allows for collaborative design and production, enhancing competitiveness in the PCB market [20] - Zhao Chi Co., Ltd. is optimizing its PCB production capabilities to meet the growing demand in consumer electronics and smart home sectors [20] Group 19 - Dazhu Laser is a leading domestic laser equipment manufacturer, providing essential laser processing solutions for the PCB industry [21] - The company’s laser equipment is crucial for high-end PCB production, meeting the precision requirements of advanced applications [21] - Dazhu Laser is benefiting from the growing demand for high-end PCB production driven by AI computing power [21] Group 20 - Zhongke Electric is a privately held company with expertise in electromagnetic equipment and new materials, providing automation and thermal treatment equipment for the PCB industry [22] - The company’s products enhance PCB stability and consistency, supporting the industry's shift towards automation and intelligence [22] - Zhongke Electric is expanding its presence in the electronic manufacturing equipment sector, providing reliable support for the PCB supply chain [22] Group 21 - Hezhu Intelligent is a provider of high-end forming equipment and automation solutions for the PCB industry [23] - The company’s equipment is critical for the production of high-layer and thick copper boards, directly impacting PCB reliability and flatness [23] - Hezhu Intelligent is positioned to benefit from the growing demand for PCB production equipment driven by automotive electronics and server applications [23] Group 22 - Huace Testing is a leading third-party testing enterprise, providing comprehensive reliability and environmental testing services for the PCB industry [24] - The company’s services are essential for ensuring PCB quality in communication, automotive, and server applications [24] - Huace Testing is maintaining a leading position in the PCB testing sector, supporting industry quality assurance amid increasing regulatory demands [24] Group 23 - Sichuan Jiuzhou is a significant player in the military and electronic information sectors, focusing on high-reliability PCBs for communication and industrial control applications [25] - The company’s PCB products are known for their high yield and reliability, supported by a military-grade quality control system [25] - Sichuan Jiuzhou is positioned to meet the growing demand for high-reliability PCBs driven by new infrastructure and specialized fields [25] Group 24 - Jin Xin Nuo specializes in RF communication and high-speed interconnect products, focusing on high-frequency PCBs for communication and automotive applications [26] - The company’s products are designed to meet the demands of 5G and AI computing, with low loss and high stability [26] - Jin Xin Nuo is leveraging its expertise in RF and PCB to maintain competitiveness in the communication interconnect supply chain [26] Group 25 - Rongda Photosensitive is a leading manufacturer of PCB photosensitive inks and wet process materials, essential for PCB production [27] - The company’s products directly impact PCB precision and reliability, covering the entire PCB production process [27] - Rongda Photosensitive is positioned to benefit from the growing demand for high-precision photosensitive inks in the PCB industry [27] Group 26 - Hongchang Electronics focuses on epoxy resins and electronic chemicals, providing core materials for PCB manufacturing [28] - The company’s high-purity epoxy resins meet the demands of high-frequency and high-temperature PCBs, supplying major domestic manufacturers [28] - Hongchang Electronics is expanding its production capacity for high-end electronic-grade resins, supporting the domestic material supply chain [28] Group 27 - Dongcai Technology is a key player in the new materials sector, focusing on functional materials for PCB applications [29] - The company’s products are designed to meet the high-performance requirements of modern PCBs, supporting the domestic supply chain [29] - Dongcai Technology is leveraging its technical and production advantages to expand its presence in the PCB materials market [29]

来源：证券市场周刊市场号 文 |牛犇 节后，A股延续春节前震荡向上的趋势，化工、有色等涨价主线逻辑持续强化，今天又轮到了另一细分 涨价主线——印制电路板（PCB），以大族激光、沪电股份、深南电路为代表的相关核心概念股接连涨 停，形成一道亮丽的风景线，胜宏科技、鼎泰高科等则已完成"十倍股"的华丽蜕变。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ PCB掀起涨停潮 2月26日，A股市场涨跌互现，截至午间收盘，沪指微跌0.08%，深证成指上涨0.28%，创业板指下跌 0.39%。板块方面，继前两个交易日大涨的化工、有色之后，PCB相关概念领涨全A，其中电路板指数 大涨4.62%，位列所有热门概念涨幅榜第一，覆铜板指数以3.31%的涨幅位列第六（见图1）。 | | | : | | 热门概念涨幅榜 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 名称 | | 涨跌幅 ▼ | 成交题 | 5日涨跌幅 | 月涨跌幅 | 年初至今 | | | 8841164 电路板指数 | | 4.62% | 702亿 | ...

来源：上海证券报·中国证券网 2月26日，ETF收盘涨跌不一，中韩半导体ETF(513310)涨9.64%，国证2000ETF博时(159505)涨5.04%， 5GETF博时(159811)涨3.41%，恒生医药ETF(159892)跌3.89%，港股通医疗ETF富国(159506)跌3.67%， 港股通生物科技ETF(159102)跌3.51%。 2月26日日间盘，国内商品期货主力合约涨跌互现，其中碳酸锂主力合约涨幅居前。截至15:00收盘，菜 籽、碳酸锂、沪锡涨超3%，锰硅涨超2%，燃油涨超1%，硅铁、苹果、白糖等微涨。 2月26日，国债期货收盘全线下跌，30年期主力合约跌0.53%，10年期主力合约跌0.10%，5年期主力合 约跌0.08%，2年期主力合约跌0.03%。 2月26日，中证转债指数收跌1.03%，报525.93点。其中，佳力转债涨6.53%，奥飞转债涨6.45%，广联转 债涨6.24%；睿创转债跌7.78%，微导转债跌7.42%，亿纬转债跌6.15%。 【资金风向标】 Choice数据显示，2月26日，资金净流入额排名前十的个股依次是沪电股份、胜宏科技、亨通光电、华 胜天成、润泽科技、航 ...

Group 1 - The core viewpoint of the news highlights significant trading activities in the stock market, particularly focusing on the strong performance of specific stocks like Hu Dian Co., which saw a surge in buying from various institutional investors and retail funds [1][13][14] - Hu Dian Co. experienced a strong limit-up, with three institutions purchasing 384 million and deep stock connect buying 737 million [1][13] - The top ten stocks by trading volume in the Shanghai Stock Connect included Han's Laser, Zhaoyi Innovation, and Industrial Fulian, indicating strong investor interest in these companies [3][4] Group 2 - The total trading volume for the Shanghai Stock Connect reached 145.06 billion, while the Shenzhen Stock Connect totaled 171.79 billion, reflecting robust market activity [2] - The electronic sector led the net inflow of funds, with a net inflow of 60.32 billion, while the non-ferrous metals sector faced the highest net outflow of 114.77 billion [5][6][7] - The top ten stocks with the highest net inflow included Hu Dian Co. and Shenghong Technology, while the highest net outflow was seen in stocks like Yangguang Electric and Ningde Times [8][9] Group 3 - The ETF trading volume was led by the A500 ETF Fund with a transaction amount of 10.70 billion, showing a slight increase from the previous trading day [10] - The top ETFs by transaction amount included the A500 ETF and the China-Korea Semiconductor ETF, with the latter experiencing a significant increase of 81.10% compared to the previous trading day [11] - The trading activity in ETFs indicates a growing interest in diversified investment products among investors [10][11] Group 4 - The four major index futures contracts saw a reduction in positions from both long and short sides, indicating a cautious market sentiment [12]

Core Viewpoint - On February 26, a total of 42 stocks were involved with institutional investors, with 21 stocks showing net buying and 21 stocks showing net selling [1] Group 1: Institutional Net Buying - The top three stocks with the highest net buying by institutions were Runze Technology, Hu Dian Co., and Feili Hua, with net buying amounts of 605.16 million, 384.00 million, and 331.77 million respectively [1][2] - Runze Technology experienced a daily increase of 17.71%, while Hu Dian Co. and Feili Hua saw increases of 10.00% and 5.21% respectively [2] Group 2: Institutional Net Selling - The top three stocks with the highest net selling by institutions were Yuntianhua, Dazhu Laser, and Jepter, with net outflow amounts of 943.41 million, 306.01 million, and 214.23 million respectively [1][3] - Yuntianhua had a daily increase of 2.89%, while Dazhu Laser and Jepter both experienced increases of 10.00% and 20.00% respectively [3]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 今日，A股小幅震荡，主要股指涨跌互现，深证成指、科创综指、中证500等稳步上涨，上证指数、创 业板指、北证50等微幅下跌，成交进一步放大至2.56万亿元。 | 名称 | 最新 | 涨幅 | | --- | --- | --- | | 深证成指 | 14503.79 | +0.19% | | 上证指数 | 4146.63 | -0.01% | | 创业板指 | 3344.98 | -0.29% | | 科创综指 | 1843.20 | +1.29% | | FiFF50 | 3035.07 | -0.65% | | 沪深300 | 4726.87 | -0.19% | | 科创50 | 1485.86 | +0.85% | | 北亚50 | 1544.91 | -0.15% | 盘面上，新能源、特钢、元器件、光通信等板块涨幅居前，影视院线、房地产、医疗美容、一般零售等 板块跌幅居前。 Wind实时监测数据显示，电子行业获得逾293亿元主力资金净流入，通信获得逾173亿元净流入，机械 设备获得逾135亿元净流入，国防军工获得逾50亿元净流入 ...