来源：新浪证券-红岸工作室 12月29日，超颖电子涨2.25%，成交额4.49亿元，换手率14.38%，总市值309.77亿元。 异动分析 PCB概念+存储芯片+数据中心+人民币贬值受益+特斯拉概念 1、公司主营业务是印制电路板的研发、生产和销售。主要产品为印制电路板，按照层数可分为双面板 和多层板。 2、根据2025年10月27日互动易：在储存领域，公司与全球知名机械硬盘厂商、全球知名固态硬盘厂 商、全球知名内存条颗粒供货商及模块厂商建立了稳定的合作关系，公司产品主要应用于机械硬盘、固 态硬盘、内存条等。 4、根据2024年年报，公司海外营收占比为79.19%，受益于人民币贬值。 5、公司招股说明书，在汽车电子领域，公司主要客户有大陆汽车、法雷奥、博世、安波福等全球知名 汽车零部件供应商及特斯拉等新能源汽车厂商。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入5346.01万，占比0.12%，行业排名9/62，连续2日被主力资金增仓；所属行业主力净流 入11.40亿，当前无连续增减仓现象，主力趋势不明显。 3、2025年8月27日互动易：在通信与服 ...

Group 1 - AI server concept stocks continue to rise, with Hongteng Precision up 6.93% at HKD 3.86 and BYD Electronics up 5.38% at HKD 40.76 [1] - Industrial Fulian reported a revenue of CNY 360.76 billion for the first half of 2025, a year-on-year increase of 35.58%, and a net profit of CNY 12.11 billion, up 38.61% year-on-year [1] - The overall server revenue grew over 50% in Q2, with cloud service provider server revenue increasing over 150% and AI server revenue rising over 60% year-on-year [1] Group 2 - The GB200 series products have entered mass production with improving yield rates and increasing shipment volumes [1] - The revenue from 800G high-speed switches in the first half of the year nearly tripled compared to the entire year of 2024 [1] - With the optimization of issues like metal connections and liquid cooling, GB200 production accelerated, with an expected total of 7,000 units in the first half and a forecast of 20,000-25,000 units for the year [2]

Market Overview - A total of 66 stocks in the A-share market hit the daily limit, with 62 stocks hitting the limit after excluding 4 ST stocks, resulting in an overall limit-hitting rate of 75.86% [1] Top Performers - Industrial Fulian had the highest limit order funding exceeding 300 million yuan, followed by Jixin Technology, Jinyiculture, and Founder Technology with limit orders of 334.7 million, 317.1 million, and 256.1 million respectively [2][4] - Chengbang Co. achieved 6 consecutive limit hits, while Jixin Technology and Xuedilong had 4 consecutive limit hits [3] Sector Highlights PCB Sector - Multiple stocks in the PCB sector hit the limit, including Zhongjing Electronics, Yihua New Materials, and Bomeng Electronics, indicating strong performance in this area [5] - Yihua New Materials reported significant gross margin improvement due to enhanced production capacity and product optimization [6] - Bomeng Electronics specializes in the R&D, production, and sales of high-precision printed circuit boards [7] Innovative Pharmaceuticals - Stocks such as Seli Medical, Shenzhou Cell, and Huahai Pharmaceutical also hit the limit, showcasing growth in the innovative drug sector [8] - Shenzhou Cell has developed a series of monoclonal and bispecific antibodies targeting various diseases [8] - Huahai Pharmaceutical focuses on the R&D of innovative macromolecular drugs through its subsidiary [9] Semiconductor Sector - Stocks like Chengbang Co., Haoshanghao, and Yingfangwei saw limit hits, reflecting the semiconductor industry's growth [10] - Chengbang Co. is focusing on the semiconductor storage industry through its subsidiary [10] - Haoshanghao has been involved in the distribution of domestic electronic components for nearly 20 years, assisting clients with chip selection and application design [10] Institutional Activity - The top net purchases by institutions included Shenzhou Cell, Zhongyi Technology, and Huasheng Lithium Battery, with amounts of 119 million, 31.45 million, and 31.44 million respectively [12][13] - The deep stock connect saw a net purchase of 149 million in Pengding Holdings, while Zhongjing Electronics experienced a net sell of 37.84 million [13]