经历了两年营收、净利润双降之后，PCB龙头大族数控在2024年终于迎来了业绩的正向增长。 根据公告，大族数控2024年实现营业收入33.43亿元，同比增长104.56%；实现归母净利润为3.01亿元，同比增长122.20%。 同日，大族数控还计划发行H股股票并在香港联合交易所主板上市。 | | 2024 年 | 2023 年 | 本年比上年增减 | 2022 年 | | --- | --- | --- | --- | --- | | 营业收入(元) | 3, 343, 091, 397. 82 | 1,634,311,083.34 | 104.56% | 2,786,149,943.55 | | 归属于上市公司股东 | 301.179.848.98 | 135,545,916.97 | 122. 20% | 434.686.621.08 | | 的净利润(元) | | | | | | 归属于上市公司股东 的扣除非经常性损益 | 210, 097, 411. 27 | 100, 552, 102. 91 | 108.94% | 421, 193, 446. 76 | | 的净利润(元) | | | | | | ...

Group 1: Technology Industry Developments - OpenAI's CEO Sam Altman revealed that handling polite user interactions with ChatGPT incurs costs of "tens of millions of dollars" due to high energy consumption [2] - The humanoid robot "Tiangong Ultra" won the first-ever humanoid robot half marathon in Beijing with a time of 2 hours, 40 minutes, and 42 seconds, showcasing advancements in stability and motion control [2] - The humanoid robot G1 from Yushu Technology fell during the marathon but managed to get up and continue, indicating ongoing developments in robotics [2] Group 2: Cloud and E-commerce Investments - Tencent Cloud's international business has seen double-digit growth over the past three years, serving over 10,000 overseas clients, with plans to invest $150 million in the Middle East and $500 million in Indonesia for new data centers [3] - E-commerce platforms SHEIN and Temu announced price increases starting April 25 due to rising operational costs from global trade rule changes, although specific price hike details were not disclosed [3] Group 3: E-commerce Performance - Alibaba's international site has surpassed Walmart to become the third most downloaded shopping app in the US, with Taobao and Dhgate leading the rankings [4] - Dhgate reported that transaction growth exceeded 100% in 97 countries, with significant increases in categories like hair products (671%) and home appliances (962%) [4] Group 4: Aviation and Technology - The AG600 "Kunlong," a large amphibious aircraft developed in China, received a type certificate from the Civil Aviation Administration, marking a significant achievement in aviation technology [5] - The chairman of Zhongwei Company, a semiconductor firm, has regained Chinese citizenship, indicating a potential shift in leadership dynamics within the semiconductor industry [7] Group 5: Labor and Industry Regulations - South Korea's Ministry of Labor approved Samsung's request for extended working hours for semiconductor R&D staff, allowing up to 64 hours per week, raising concerns about worker welfare [8] Group 6: Capital Market Activities - Dazhu CNC plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and competitiveness in the PCB equipment sector [9] - Caocao Travel has received approval from the China Securities Regulatory Commission for its IPO, aiming to issue up to 192 million shares [9] - Beixin Source plans to raise up to 477.33 million yuan through a private placement for AI security projects [10]

Market Performance - The A-share market saw mixed performance in the past week, with the Shanghai Composite Index closing at 3276.73 points, up 1.19% for the week, while the Shenzhen Component Index fell 0.54% to 9781.65 points, and the ChiNext Index decreased 0.64% to 1913.97 points [2] - Approximately 42% of stocks experienced gains during the week, with 113 stocks rising over 15% and 32 stocks declining more than 15% [2] Sector Performance - The leading sectors for gains included internet e-commerce, food processing, real estate, banking, and textile manufacturing, while sectors that saw declines included agriculture, aquaculture, military electronics, shipping, and photovoltaic equipment [2] Government Initiatives - The State Council meeting on April 18 emphasized the need to stabilize the stock market and promote the healthy development of the real estate market, alongside measures to support employment and domestic demand [4] - The meeting highlighted the importance of targeted support for foreign investment and the need for effective implementation of policies to ensure they reach businesses and the public [4] Trade and Economic Policies - The U.S. government is considering forming a task force to address the supply chain crisis caused by high tariffs on Chinese goods, indicating a potential shift in trade policy [5] - The Ministry of Commerce announced plans to expand reform tasks for free trade zones in Guangdong, Tianjin, and Fujian, aiming to enhance their role in national strategies and respond to external risks [6][7] Technology and Innovation - Hainan University announced breakthroughs in brain-computer interface technology, achieving full-chain autonomy in chip development, which is expected to enhance China's capabilities in this field [8] - The cross-border e-commerce platform Dunhuang.com has seen a significant increase in user engagement, with over 278,000 registered suppliers and a surge in new buyer registrations [8][9] Investment Opportunities - The human-shaped robot market is anticipated to grow, with the upcoming launch of the "Tian Gong 2.0" robot expected to be priced similarly to entry-level cars, indicating a potential investment opportunity in the robotics sector [10] - The surge in demand for high-cost performance products among U.S. consumers is expected to drive continued growth in cross-border e-commerce platforms [9]

大族数控2024年营收33.43亿元，同比增长104.56%；净利润3.01亿元，同比增长122.20%；H股上市计划 推进，全球化战略提速。 2025年4月20日，大族数控发布了2024年年报。报告显示，公司2024年实现营业总收入33.43亿元，同比 增长104.56%；归属净利润3.01亿元，同比增长122.20%。这一业绩表现得益于AI产业链基础设施需求的 爆发，以及消费电子市场的复苏和汽车电子技术的升级。与此同时，公司宣布拟发行H股并在香港联交 所主板上市，进一步推进全球化战略。 业绩大幅增长，AI产业链成主要驱动力 大族数控2024年的业绩表现堪称亮眼，营收和净利润均实现翻倍增长。公司营业总收入从2023年的 16.34亿元大幅提升至33.43亿元，同比增长104.56%；归属净利润从1.36亿元增长至3.01亿元，同比增长 122.20%。这一增长主要得益于AI产业链基础设施需求的爆发，尤其是服务器和高速交换机的需求激 增，带动了全球PCB产业市场规模的扩大，下游客户的资本支出增加，从而拉动了公司PCB专用加工设 备订单的增长。 在压合工序方面，公司推出了层压系统，获得了汽车电子、AI服务器电源 ...

Group 1 - As of April 17, the ETF market size has exceeded 4 trillion yuan for the first time, with stock ETFs dominating at 2.94 trillion yuan, accounting for 73.54% of the total [3][4] - In the current market environment, essential consumer goods, assets with high safety margins, dividends, and gold as safe-haven assets are recommended for attention, alongside technology assets as a long-term investment focus [3][4] - The global first humanoid robot half marathon was held in Beijing, showcasing technological strength and indicating a growing interest in robotics among public funds, with several robotics stocks seeing increased holdings [4] Group 2 - In the first quarter of 2025, Hubei Province's import and export value reached 174.31 billion yuan, a year-on-year increase of 16.6%, surpassing the national average growth rate [8] - The Tianjin Free Trade Zone has contributed significantly to foreign investment and trade, accounting for 26% of new foreign investment enterprises and 38% of total imports and exports in the city [8] - The Hong Kong government is set to strengthen cooperation with Zhejiang Province, aiming for mutual benefits and contributions to national high-quality development [9] Group 3 - A total of 650 private equity institutions have conducted research on 204 A-share listed companies in April, with the electronics sector being the most researched [11][12] - The IPO market shows a new trend, with only 47 companies terminating their IPO reviews this year, a significant decrease of 61% compared to the same period last year [12] - The commercial aerospace industry is receiving support from the Shanghai Stock Exchange, which is engaging with leading companies in the sector to discuss capital market services [12] Group 4 - The personal pension system in China has expanded nationwide, but there are still issues with participation rates that need to be addressed to enhance its attractiveness [18] - The establishment of a provincial enterprise annuity alliance in Shandong marks a significant step in the development of enterprise annuities in the region [18] Group 5 - The Shanghai online real estate platform reports a new wave of housing supply, with six projects approved for listing, totaling approximately 89,968 square meters [19] - As of March 31, the national cumulative installed power generation capacity reached 3.43 billion kilowatts, with solar power capacity growing by 43.4% year-on-year [20]

Market Overview - The main board saw significant gains with stocks like Yuyin Co. (+10.12%), Shenglu Communication (+10.09%), and Wuhan Fangu (+10.05%) leading the charge [1] - The ChiNext board also performed well, with Dali Kipu (+20.01%) and Shuo Beid (+20.00%) showing strong increases [1] - The Sci-Tech Innovation board was led by Shihua Technology (+20.02%) and Canqin Technology (+20.02%) [1] - Active sub-industries included SW Communication Network Equipment and Devices (+3.16%) and SW Communication Cables and Accessories (+2.69%) [1] Domestic News - The semiconductor sector is advancing with the launch of a 12-inch integrated circuit chip production line by Rongxin, with a total investment of 16 billion yuan, aiming for a monthly capacity of 35,000 wafers [1] - China Mobile announced a centralized procurement project for approximately 8.5 million optical cable joint boxes, totaling around 470 million yuan [1] - Nanjing University unveiled its self-developed brain-computer interface (BCI) technology, including a specialized chip and various neural signal systems [1] - Rainbow Co. plans to transfer 30% of its subsidiary Rainbow Optoelectronics through public listing to support its glass substrate business strategy [1] Company Announcements - Top Cloud Agriculture reported a total revenue of 489 million yuan for 2024, a year-on-year increase of 6.41%, with a net profit of 123 million yuan, up 7.35% [2] - Tianfu Communication achieved a total revenue of 3.252 billion yuan in 2024, marking a 67.74% increase, and a net profit of 1.344 billion yuan, up 84.07% [2] - Dazhu CNC reported a total revenue of 3.343 billion yuan for 2024, a significant increase of 104.56%, with a net profit of 301 million yuan, up 122.2% [2] - Zhongrong Electric reported a total revenue of 1.421 billion yuan for 2024, a 34.11% increase, with a net profit of 187 million yuan, up 59.8% [2] International News - The global smartphone application processor market is shifting, with MediaTek leading at 34%, followed by Apple (23%), Qualcomm (21%), and others [3] - The U.S. continues to tighten chip export controls to China, affecting major suppliers like NVIDIA and AMD [3] - Samsung Electronics has improved the yield rate of its 4nm logic chips to over 40%, which is crucial for its HBM4 development [3] - DKT announced a 30 billion won investment for new facilities targeting IT OLED and automotive electronics sectors [3]

行情速递 ① 主 板 领 涨 ， 御 银 股 份 (+10.12%)/ 盛 路 通 信 (+10.09%)/ 武 汉 凡 谷 (+10.05%)/ 华 脉 科 技 (+10.04%)/通宇通讯(+10.04%)/ ②创业板领涨， 达利凯普(+20.01%)/硕贝德(+20.00%)/慧翰股份(+19.23%)/ ③科创板领涨， 世华科技(+20.02%)/灿勤科技(+20.02%)/中润光学(+12.68%)/ ④活跃子行业， SW通信网络设备及器件(+3.16%)/SW通信线缆及配套(+2.69%)/ ① 托普云农，发布2024年年度报告/2024年公司实现总营业收入4.89亿元/ 同比增长6.41%/实现归母净利润1.23亿元/同比增长7.35%/ ② 天孚通信，发布2024年年度报告/2024年公司实现总营业收入32.52亿 元/同比增长67.74%/实现归母净利润13.44亿元/同比增长84.07%/ ③ 大族数控，发布2024年年度报告/2024年公司实现总营业收入33.43亿 元/同比增长104.56%/实现归母净利润3.01亿元/同比增长122.2%/ ④ 中熔电气，发布2024年年度报告/20 ...

4月20日晚间，大族数控（301200）发布年度报告，2024年实现营收33.43亿元，同比增长104.56%；净 利润3.01亿元，同比增幅为122.2%。 大族数控主营PCB专用设备的研发、生产和销售，产品主要涵盖压合、钻孔、曝光、成型、检测等PCB 生产关键工序，下游客户为PCB制造商。 2024年，受益于AI产业链基础设施需求爆发的推动，叠加消费电子复苏、汽车电子技术升级等多重利 好因素，全球电子终端营收呈现增长趋势，带动PCB产业市场规模同比显著增加，促进PCB专用加工设 备需求增长。 在此背景下，大族数控主要产品呈现产销两旺状态。2024年公司专用设备产销量分别为4314台、4510 台，同比分别增长79.53%、116.83%。分产品来看，公司各业务板块均呈上升态势，其中占营收大头的 钻孔类设备增速最高，实现营收21亿元，同比增长156.79%，占总营收比重提升至62.84%；曝光类、检 测类、成型类设备分别录得营收3.4亿元、2.74亿元、2.54亿元，同比分别增长79.91%、38.76%、 66.84%，占总营收的10.18%、8.2%、7.6%。 毛利水平方面，大族数控整体有所下行。20 ...

| 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.2800 | 0.1500 | 86.67 | 0.1200 | | 每股净资产（元） | 12.54 | 11.38 | 10.19 | 13.76 | | 每股公积金(元) | 10.13 | 9.81 | 3.26 | 9.69 | | 每股未分配利润(元) | 0.93 | 0.15 | 520 | 2.72 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 9.6 | 7.51 | 27.83 | 3.01 | | 净利润(亿元) | 1.17 | 0.64 | 82.81 | 0.52 | | 净资产收益率(%) | 2.25 | 1.35 | 66.67 | 0.91 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 2044.62万股，累计占流通股比： 35.02%，较上期变化： 265.82万股 ...

中信证券股份有限公司 关于深圳市大族数控科技股份有限公司 使用部分闲置募集资金暂时补充流动资金的专项核查意见 将投资于以下项目： | 序 | | 项目名称 | 总投资金额（万 | 预计使用募集资金投资金额 | | --- | --- | --- | --- | --- | | 号 | | | 元） | （万元） | | 1 | PCB | 专用设备生产改扩建项 | 152,393.03 | 152,393.03 | | | 目 | | | | | 2 | PCB | 专用设备技术研发中心 | 18,260.17 | 18,260.17 | | | 建设项目 | | | | | | | 合计 | 170,653.20 | 170,653.20 | 中信证券股份有限公司（以下简称"中信证券"或"保荐机构"）作为深圳 市大族数控科技股份有限公司（以下简称"大族数控"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《深圳证券交易所创业板股票上市规则 （2024 年修订）》、《上市公司监管指引第 2 号——上市公司募集资金管理和使用 的监管要求（2022 年修订）》、《深圳证券交易所上市公司自律监管指引第 ...