福达合金（603045）：终止重大资产重组事项；皮阿诺：实控人拟变更为尹佳音 16日起复牌；百纳千 成：筹划购买众联世纪100%股权 16日起停牌；沧州明珠：实控人拟变更为广州市国资委；TCL科技： 控股子公司拟60.45亿元购买深圳华星半导体10.77%股权；航天电子：拟对控股子公司航天火箭公司增 资7.275亿元；鹏鼎控股：2026年拟向泰国园区投资合计42.97亿元；中文在线：筹划发行H股并在香港 联交所上市；卓锦股份：控股股东等收到《取保候审决定书》…… 今日看点 ▼聚焦一：福达合金：终止重大资产重组事项 公司原拟以支付现金方式购买浙江光达电子科技有限公司52.61%的股权，本次交易构成重大资产重 组。公司现综合考虑目前市场环境及标的公司变化情况，经审慎研究，决定终止本次交易事项。 公司表示，公司终止本次交易事项是经审慎研究，并与交易对方充分沟通后做出的决定。目前公司生产 经营情况正常，本次交易终止不会对公司的生产经营和财务状况产生重大不利影响。 ▼聚焦二：皮阿诺：实控人拟变更为尹佳音 16日起复牌 2025年12月15日，杭州初芯微科技合伙企业（有限合伙）（以下简称"初芯微"）与马礼斌签署《股份转 ...

格隆汇12月15日丨鹏鼎控股(002938.SZ)公布，第三届董事会第二十二次会议审议通过《关于公司2026 年泰国园区投资计划的议案》，同意公司2026年向泰国园区投资合计42.97亿元人民币用于建设泰国园 区生产厂房及周边配套设施，并同步投资建设包括高阶HDI（含SLP）、HLC等产品产能，为快速成长 的AI应用市场提供涵盖服务器、AI端侧产品、低轨卫星等多领域的全方位PCB解决方案。 ...

Core Viewpoint - The company, Pengding Holdings, has approved an investment plan totaling 8 billion RMB to develop an industrial park in Huai'an, focusing on expanding production capacity for various PCB solutions to cater to the growing AI application market [1] Investment Plan - The investment plan includes a total of 80 billion RMB allocated for the construction of the Huai'an Industrial Park [1] - The investment period is set from the second half of 2025 to 2028 [1] Product Expansion - The company will enhance production capacity for products such as SLP, high-end HDI, and HLC [1] - The expanded production will support a wide range of applications including servers, optical communications, humanoid robots, smart vehicles, and AI edge products [1]

Core Viewpoint - The company plans to invest a total of 8 billion yuan in the Huai'an Industrial Park to expand its production capacity for SLP, high-end HDI, and HLC products, aiming to provide comprehensive PCB solutions for the AI application market [1] Investment Details - The investment period is set from the second half of 2025 to 2028 [1] - The funding will come from the company's own resources, with no involvement in related party transactions or major asset restructuring [1] - There is no need for shareholder meeting approval for this investment [1]

Core Viewpoint - The AI application market is experiencing rapid expansion and evolving competitive dynamics, prompting a need for real-time analysis of the current landscape [1]. Group 1: Market Growth and Dynamics - The article highlights the leading sectors driving growth in the AI application market and the underlying growth drivers [1]. - It emphasizes the competitive race among major internet companies in AI, noting the differentiated strategic layouts they are adopting [1]. - The emergence of plugin forms is noted as a significant trend, with lightweight scenarios reshaping the market landscape [1].