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公司在数据中心电源领域,有没相关的PCB产品供货?崇达技术:目前暂未涉及所述产品
Mei Ri Jing Ji Xin Wen· 2025-08-25 09:44
崇达技术(002815.SZ)8月25日在投资者互动平台表示,目前暂未涉及您所述产品。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:请问台达、维谛是不是公司的客户?公司在数据中心 电源领域,有没相关的PCB产品供货? ...
研报掘金丨东莞证券:沪电股份上半年业绩符合预期,AI需求旺盛驱动业绩增长
Ge Long Hui A P P· 2025-08-25 09:43
Core Viewpoint - Dongguan Securities report indicates that Huadian Co., Ltd. is expected to achieve a net profit attributable to shareholders of 1.683 billion yuan and a net profit of 1.644 billion yuan after deducting non-recurring gains and losses in the first half of 2025, representing year-on-year growth of 47.50% and 47.90% respectively, aligning with performance forecasts [1] Group 1 - The strong demand for data center infrastructure, including AI servers and switches, is a key driver of performance [1] - The demand for high multilayer boards and HDI products continues to increase, further boosting performance [1] - The company is expanding production capacity through technological upgrades and new projects to meet customer demand for high-end PCBs [1] Group 2 - The new project in Kunshan is expected to produce 290,000 square meters of HDI annually, positioning the company to benefit from the AI wave [1] - The automotive board segment shows steady growth, with revenue reaching 1.422 billion yuan in the first half of the year, a year-on-year increase of 24.18% [1] - Emerging automotive board products, such as millimeter-wave radar and HDI-based autonomous driving assistance, are experiencing continuous market growth [1]
天津普林跌停,龙虎榜上机构买入467.82万元,卖出2686.93万元
天津普林8月25日交易公开信息 证券时报·数据宝统计显示,上榜的前五大买卖营业部合计成交2.00亿元,其中,买入成交额为4547.15 万元,卖出成交额为1.55亿元,合计净卖出1.09亿元。 具体来看,今日上榜的营业部中,共有1家机构专用席位现身,即卖四,买入金额467.82万元,卖出金 额2686.93万元,合计净卖出2219.11万元。 资金流向方面,今日该股主力资金净流出2.58亿元,其中,特大单净流出2.30亿元,大单资金净流出 2819.10万元。近5日主力资金净流出3.16亿元。(数据宝) 天津普林今日跌停,全天换手率12.71%,成交额7.36亿元,振幅7.35%。龙虎榜数据显示,机构净卖出 2219.11万元,营业部席位合计净卖出8704.00万元。 深交所公开信息显示,当日该股因日跌幅偏离值达-11.80%上榜,机构专用席位净卖出2219.11万元。 | 买/ 卖 | 会员营业部名称 | 买入金额(万元) | 卖出金额(万元) | | --- | --- | --- | --- | | 买一 | 东方财富证券股份有限公司拉萨团结路第一证券营业 部 | 953.20 | 192.71 | | ...
景旺电子涨停
Zhong Guo Jing Ji Wang· 2025-08-25 08:09
Group 1 - The stock price of Jingwang Electronics (SH:603228) reached its daily limit, closing at 59.60 yuan, with an increase of 10.00% [1] - The total market capitalization of Jingwang Electronics is 56.19 billion yuan [1]
崇达技术(002815.SZ):目前公司在服务器领域的订单呈现快速增长势态
Ge Long Hui· 2025-08-25 07:48
Core Viewpoint - Chongda Technology (002815.SZ) is experiencing rapid growth in orders within the server sector, although specific supply volumes are not disclosed due to commercial sensitivity [1] Group 1 - The company is currently seeing a significant increase in orders in the server field [1]
崇达技术(002815.SZ):目前具备6阶HDI板样品的制作能力
Ge Long Hui· 2025-08-25 07:41
Group 1 - The company, Chongda Technology (002815.SZ), has announced its capability to produce samples of 6-layer HDI boards [1] - The company plans to initiate mass production of these boards based on order demand in the future [1]
鹏鼎控股涨2.02%,成交额20.20亿元,主力资金净流出2793.66万元
Xin Lang Zheng Quan· 2025-08-25 06:54
Group 1 - The core viewpoint of the news is that Pengding Holdings has shown significant stock price growth and strong financial performance in recent months, indicating a positive market sentiment towards the company [2][3]. - As of August 25, the stock price of Pengding Holdings increased by 2.02% to 52.95 CNY per share, with a total market capitalization of 122.74 billion CNY [1]. - Year-to-date, the stock price has risen by 49.24%, with notable increases of 7.51% over the past 20 days and 94.17% over the past 60 days [2]. Group 2 - The company reported a revenue of 16.375 billion CNY for the first half of 2025, representing a year-on-year growth of 24.75%, and a net profit of 1.233 billion CNY, which is a 57.22% increase compared to the previous year [2]. - The main business segments of Pengding Holdings include communication boards (62.70% of revenue), consumer electronics and computer boards (31.60%), automotive/server boards (4.92%), and others (0.78%) [2]. - The company has distributed a total of 9.725 billion CNY in dividends since its A-share listing, with 5.097 billion CNY distributed in the last three years [3]. Group 3 - As of June 30, 2025, the number of shareholders increased by 30.88% to 61,500, while the average circulating shares per person decreased by 23.59% to 37,502 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 47.81 million shares, a decrease of 847,100 shares from the previous period [3].
本川智能:泰国工厂主要承接海外客户订单,应用领域以工业控制、汽车电子、安防、医疗等为主
Sou Hu Cai Jing· 2025-08-25 03:57
来源:金融界 金融界8月25日消息,有投资者在互动平台向本川智能提问:"泰国的项目投产,覆盖哪些行业领域?" 针对上述提问,本川智能回应称:"尊敬的投资者,您好!泰国工厂将主要承接公司海外客户的订单, 特别是来自欧洲贸易商和美国电子产品制造商的高品质需求,在应用领域上主要以工业控制、汽车电 子、安防、医疗等为主。感谢对本公司的关注与支持!" ...
华正新材跌2.16%,成交额3.94亿元,主力资金净流出3140.24万元
Xin Lang Cai Jing· 2025-08-25 03:49
Company Overview - Huazheng New Materials Co., Ltd. is located in Yuhang District, Hangzhou, Zhejiang Province, and was established on March 6, 2003. The company was listed on January 3, 2017. Its main business involves the design, research and development, production, and sales of composite materials and products, including copper-clad laminates, insulating materials, and thermoplastic honeycomb panels [1][2]. Financial Performance - For the first half of 2025, Huazheng New Materials achieved operating revenue of 2.095 billion yuan, representing a year-on-year growth of 7.88%. The net profit attributable to shareholders was 426.69 million yuan, showing a significant year-on-year increase of 327.86% [2]. - Since its A-share listing, the company has distributed a total of 203 million yuan in dividends, with 11.36 million yuan distributed over the past three years [3]. Stock Performance - As of August 25, the stock price of Huazheng New Materials was 40.29 yuan per share, with a market capitalization of 5.722 billion yuan. The stock has increased by 67.25% year-to-date, with a 2.57% rise over the last five trading days, 20.13% over the last 20 days, and 58.81% over the last 60 days [1]. - The company has seen a net outflow of 31.40 million yuan in principal funds, with large orders accounting for 23.10% of purchases and 27.36% of sales [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 16.84% to 23,700, with an average of 5,981 circulating shares per person, a decrease of 14.41% [2]. - Notable new institutional shareholders include招商量化精选股票发起式A (001917) as the fourth largest shareholder with 933,200 shares, and大成中证360互联网+指数A (002236) as the ninth largest shareholder with 565,100 shares [3].
威尔高涨2.02%,成交额1.21亿元,主力资金净流出805.35万元
Xin Lang Cai Jing· 2025-08-25 02:48
Core Viewpoint - Weirgao's stock has shown significant volatility, with a year-to-date increase of 64.09% but a recent decline of 8.53% over the past five trading days [2] Group 1: Stock Performance - As of August 25, Weirgao's stock price was 57.03 CNY per share, with a market capitalization of 7.677 billion CNY [1] - The stock has experienced a 29.91% increase over the past 20 days and a 77.06% increase over the past 60 days [2] - The stock has appeared on the "Dragon and Tiger List" six times this year, with the latest appearance on August 13, where it recorded a net purchase of 53.65 million CNY [2] Group 2: Financial Performance - For the first quarter of 2025, Weirgao reported revenue of 309 million CNY, a year-on-year increase of 51.54%, and a net profit attributable to shareholders of 22.32 million CNY, up 6.87% [2] - The company has distributed a total of 36.08 million CNY in dividends since its A-share listing [3] Group 3: Shareholder Information - As of August 8, Weirgao had 16,300 shareholders, a decrease of 7.90% from the previous period, with an average of 3,305 circulating shares per shareholder, an increase of 8.58% [2] - The largest circulating shareholder is Dazheng Growth Progress Mixed Fund, holding 1.865 million shares as a new shareholder [3]