Core Insights - Pengding Holdings (Shenzhen) Co., Ltd. reported a consolidated revenue of RMB 3.0024 billion for July 2025, showing robust growth compared to the same period last year, highlighting the company's strong competitiveness in the global high-end PCB market [2] Company Overview - As a leading PCB manufacturer globally, Pengding Holdings focuses on high-end products such as HDI, SLP, and substrate-like PCBs, with major clients including Apple, Huawei, and Tesla [2] - The company benefits from the rapid penetration of emerging applications like AI terminals, foldable smartphones, XR devices, and automotive electronics, leading to an optimized order structure and an increase in the proportion of high-end products [2] Industry Trends - The global PCB industry is undergoing structural upgrades, with high-end products characterized by high technical barriers and strong customer loyalty, positioning Pengding Holdings to benefit from the trend of increasing industry concentration [2] - The company places significant emphasis on the development prospects of the AI server sector, with relevant production capacity established in its Huai'an and Thailand parks [2] - Pengding Holdings actively monitors the global AI server market dynamics and plans to adjust its investment and expansion strategies based on market demand and company strategy [2]

（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：请问泰国产能是否正常？ 世运电路（603920.SH）8月6日在投资者互动平台表示，泰国工厂一期的产能规划约100万平方米/年， 主要包括高多层和中高阶的HDI产品。今年6月，公司泰国工厂一期厂房已经封顶。 ...

智通财经APP讯，鹏鼎控股(002938.SZ)披露2025年7月营业收入简报，公司2025年7月合并营业收入为 30.024亿元，较去年同期的合并营业收入增加12.28%。 （原标题：鹏鼎控股(002938.SZ)7月合并营收30.02亿元 同比增长12.28%） ...

人民财讯8月6日电，鹏鼎控股（002938）8月6日晚间公告，公司2025年7月合并营业收入为30.02亿元， 较去年同期的合并营业收入增加12.28%。 ...

Group 1 - Dongguan's capital market shows unique development trends in 2024, with 63 A-share listed companies, the highest among prefecture-level cities in the province [1] - The total operating revenue of these companies reached 127.37 billion, a year-on-year increase of 2.57%, while net profit was 6.04 billion, down 19.81% [1][2] - 37 companies reported positive revenue growth, accounting for nearly 60%, with Shengyi Technology leading at 20.39 billion, a 22.92% increase year-on-year [2][3] Group 2 - Shengyi Technology's net profit reached 1.739 billion, up 49.37%, benefiting from increased demand in AI computing and PCB product optimization [2][3] - 27 companies invested over 100 million in R&D, with Shengyi Technology leading at 1.157 billion, focusing on new server platform technologies [3] - The electronic information and advanced manufacturing sectors dominate Dongguan's listed companies, accounting for 46.77% of the capital market [3][4] Group 3 - Despite some companies showing strong performance in revenue, net profit, and R&D innovation, others face pressure from declining performance and market challenges [4] - The overall scale of listed companies remains small, indicating a need for further development and integration of the industrial chain [4] - Future strategies for Dongguan's listed companies include continuous innovation and leveraging emerging industry opportunities through mergers and acquisitions [4]

Group 1 - The stock price of Shengyi Electronics closed at 50.43 yuan on August 5, down 1.06% from the previous trading day, with a trading volume of 812 million yuan and a turnover rate of 1.92% [1] - The company has a total market capitalization of 41.949 billion yuan and a price-to-earnings ratio of 52.39 times [1] - Shengyi Electronics is primarily engaged in the research, development, production, and sales of printed circuit boards (PCBs), with applications in communication equipment, computers, and consumer electronics [1] Group 2 - According to the company's earnings forecast, it is expected to achieve a net profit of 511 million to 549 million yuan in the first half of 2025, representing a year-on-year growth of 432.01% to 471.45% [1] - This growth is attributed to the recovery in industry demand and the release of the company's production capacity [1] Group 3 - On August 5, the net inflow of main funds was 69.2489 million yuan, accounting for 0.17% of the circulating market value [1] - However, over the past five trading days, there has been an overall net outflow of 51.4618 million yuan [1]

股票代码：301282 股票简称：金禄电子 公告编号：2025-036 金禄电子科技股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 金禄电子科技股份有限公司（以下简称"公司"）于2025年7月21日召开的第二届董 事会第二十次会议审议通过了《关于召开2025年第一次临时股东会会议的议案》，决定 于2025年8月7日（星期四）14:30在广东省清远市高新技术开发区安丰工业园盈富工业区 M1-04,05A号地公司三楼会议室召开公司2025年第一次临时股东会会议，并于2025年7 月22日在巨潮资讯网上披露了《关于召开2025年第一次临时股东会会议的通知》。现就 本次股东会会议有关事项提示如下： 一、会议召开基本情况 法规、部门规章、规范性文件和《公司章程》的相关规定。 （1）现场会议：2025年8月7日（星期四）14:30开始 （2）网络投票时间：2025年8月7日（星期四） 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为2025年8月7日的交 易时间，即9:15-9:25，9:30-11:30和13:00-15:00；通过深圳证券交易所互 ...

Core Viewpoint - The company has successfully established a mSAP (modified semi-additive process) production line, which is set to officially commence operations in September 2023, focusing on high-end applications in RF packaging substrates, SiP packaging substrates, PMIC packaging substrates, and TPMS substrates [1] Group 1 - The mSAP production line has achieved a line width/spacing capability of 20/20 micrometers for mass production, while the ETS buried line process can reach 15/15 micrometers, meeting the mass production requirements for advanced packaging substrates [1] - The company is currently centered on advanced packaging substrates and is building a technological moat through mSAP process upgrades and customer certification systems [1] - The COWOP technology is still in the industry research and validation stage, and the company has not yet directly engaged in COWOP packaging, but its experience in high-precision PCB manufacturing and advanced packaging substrates positions it for potential future involvement in higher-level packaging technology integration [1] Group 2 - The company will continue to monitor industry trends and assess technology extension paths in conjunction with market demand and technological maturity [1]

（编辑 袁冠琳） 证券日报网讯 强达电路8月5日在互动平台回答投资者提问时表示，公司一直重视与优质客户的合作， 未来也会继续拓展。公司积极扩展产品应用领域，探索新领域、新技术；公司将以主营业务为核心，同 时密切关注行业内新技术领域的发展动态，有序推进公司战略规划和业务布局。 ...

中国金融智库特邀研究员余丰慧对《证券日报》记者表示，此次增资后，香港超毅的资产负债结构将得 到进一步优化，债转股的实施可降低其负债规模，而现金注入则能增强其资金流动性，为项目建设提 供"双保险"。 不过，市场也需关注后续进展。《证券日报》记者注意到，高端印制电路板项目建设周期长、技术壁垒 高，后续如何把控项目进度、实现技术突破，将是东山精密面临的重要考验。 余丰慧表示，总体而言，东山精密此次增资是在行业风口下的一次精准布局，既体现了其对高端印制电 路板业务的战略决心，也展现了通过资本运作优化资源配置的专业能力。若项目顺利推进，公司有望在 新一轮产业升级中占据有利位置，为投资者带来持续回报。 从行业层面看，近年来全球高端印制电路板需求持续攀升，尤其在新能源汽车、数据中心、5G通信等 领域，对高性能印制电路板产品的需求呈爆发式增长。福州公孙策公关咨询有限公司合伙人詹军豪向 《证券日报》记者表示，东山精密此时加大对香港超毅的投入，正是瞄准这一市场机遇，通过强化资本 实力，加速高端项目建设，以抢占市场份额。 詹军豪进一步分析，当前高端印制电路板行业正从"规模竞争"转向"技术与生态双轮驱动"。随着智能终 端算力跃升，P ...