Group 1 - Honghe Technology and Helitai both reached the daily limit increase [1] - Fangzheng Technology, Dingtai High-Tech, Dongcai Education, Zhongcai Technology, and Shenzhen South Circuit all rose over 5% [1] - Hu Dian Co., Ltd. and Zhongyi Technology also experienced gains [1]

Core Viewpoint - The company has successfully developed a 28-layer rigid board applicable to data centers, including AI data centers, and is actively working on higher-layer rigid boards [1] Group 1: Product Development - The developed rigid boards can be utilized in AI data centers, indicating the company's focus on advanced technology applications [1] - The company is accelerating upgrades of its PCB products, focusing on high-frequency, high-speed, multi-layer, special processes, and advanced HDI [1] - The company is actively promoting the research and development of higher-layer rigid boards [1] Group 2: Market Focus - The company is targeting both domestic and international customers in its efforts to develop and introduce relevant customer groups [1]

Group 1: Company Insights - Nord Fund recently conducted research on five listed companies, including Taicheng Light, Shengyi Electronics, G-bits, Desay SV, and Longxin Group [1] - Taicheng Light's main business is passive optical devices, with over 90% revenue share and a gross margin of around 30%. The company is expanding MT connector capacity and has established a close supply relationship with its largest customer [1] - Shengyi Electronics reported a 91% increase in revenue and a 452% increase in net profit for the first half of 2025, driven by optimizing product structure and increasing high-value product share [2] - G-bits is focusing on user-driven innovation in game development, with successful titles like "Zhang Jian Chuan Shuo" and "Dao You Lai Wa Bao" showing promising early performance [3] - Desay SV achieved a revenue of 14.644 billion yuan, a 25.25% year-on-year increase, with a net profit of 1.223 billion yuan, up 45.82%. The company is expanding its overseas operations and focusing on smart driving and cockpit businesses [4] - Longxin Group's energy digitalization business generated approximately 470 million yuan in revenue, with a 10% year-on-year growth in energy internet business. The company is actively developing its charging platform and virtual power plant projects [5] Group 2: Market Trends - The telecommunications sector is seeing growth in high-speed switching markets, with Shengyi Electronics advancing in 800G and 224G product development [2] - The gaming industry is experiencing diverse demands, with G-bits adapting its strategies to focus on user needs and optimizing its product offerings [3] - The smart driving and cockpit sectors are expanding, with Desay SV leading in market share for domestic auxiliary driving domain controllers [4] - The energy sector is witnessing accelerated investment in new power systems, with Longxin Group's initiatives in distributed photovoltaic and energy trading showing significant growth [5]

国浩律师（南京）事务所 关 于 沪士电子股份有限公司 注销 2024 年度股票期权激励计划 部分股票期权之 法律意见书 南京市汉中门大街 309 号 B 座 5、7、8 层 邮编：210036 电话/Tel: +86 25 8966 0900 传真/Fax: +86 25 8966 0966 网址/Website: http://www.grandall.com.cn 国浩律师（南京）事务所 法律意见书 目 录 国浩律师（南京）事务所 法律意见书 国浩律师（南京）事务所 关于沪士电子股份有限公司 注销2024年度股票期权激励计划部分股票期权之 法律意见书 致：沪士电子股份有限公司 国浩律师（南京）事务所接受沪士电子股份有限公司的委托，作为公司 2024 年度股票期权激励计划的专项法律顾问，本所律师审阅了公司拟定的《沪士电子 股份有限公司 2024 年度股票期权激励计划》以及本所律师认为需要审查的其他 文件，对相关的事实和资料进行了核查和验证。根据《中华人民共和国公司法》 《中华人民共和国证券法》《上市公司股权激励管理办法》《深圳证券交易所上 市公司自律监管指南第 1 号——业务办理》等相关法律、法规及规范性文 ...

Core Viewpoint - The company reported significant growth in revenue and net profit for the first half of 2025, indicating strong operational performance in the PCB industry [1] Financial Performance - The company's operating revenue reached 8.494 billion, representing a year-on-year increase of 56.59% [1] - Net profit attributable to shareholders was 1.683 billion, up 47.50% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 1.644 billion, reflecting a year-on-year growth of 47.90% [1] - Basic earnings per share were 0.8754 yuan [1] PCB Business Performance - The PCB business generated approximately 8.152 billion in revenue, showing a year-on-year growth of about 57.20% [1] - The gross profit margin of the PCB business decreased by approximately 1.49 percentage points due to increased stock incentive expenses and losses from the Thailand factory [1] R&D Investment - The company invested around 482 million in research and development, marking a year-on-year increase of approximately 31.36% [1] - The company obtained 7 invention patents and 6 utility model patents during the reporting period [1]

（编辑 何成浩） 证券日报网讯 8月21日晚间，崇达技术发布公告称，2025年半年度公司实现营业收入3，533，235， 861.91元，同比增长20.73%；归属于上市公司股东的净利润为221，552，268.73元，同比下降6.19%。 ...

证券日报网讯 8月21日晚间，骏亚科技发布公告称，2025年半年度公司实现营业收入1，264，142， 475.54元，同比增长13.54%；归属于上市公司股东的净利润为38，130，648.85元。 （文章来源：证券日报） ...

智通财经APP讯，崇达技术(002815.SZ)发布2025年半年度报告，该公司营业收入为35.33亿元，同比增 长20.73%。归属于上市公司股东的净利润为2.22亿元，同比减少6.19%。归属于上市公司股东的扣除非 经常性损益的净利润为2.17亿元，同比减少0.54%。基本每股收益为0.2元。 ...

证券日报网讯 8月21日晚间，骏亚科技发布公告称，公司第四届监事会第四次会议审议通过了《关于公 司2025年半年度报告全文及其摘要的议案》等多项议案。 （文章来源：证券日报） ...

Core Viewpoint - The company reported a mixed performance in its semi-annual earnings, with revenue growth but a decline in net profit and earnings per share [2] Financial Performance - The company's revenue for the first half of 2025 was approximately 451 million yuan, representing a year-on-year increase of 12.13% [2] - The net profit attributable to shareholders was around 28.96 million yuan, showing a year-on-year decrease of 8.31% [2] - Basic earnings per share were 0.3291 yuan, which is an 8.3% decline compared to the previous year [2]