海外算力链 PCB 公司更新 20250605 摘要 AI 叙事逻辑的演进驱动更高算力需求，OpenAI 和 Xia 需求尤为突出， TOKEN 数量增加验证海外推理算力需求强劲，预示着 AI 大模型迭代路 径的加速。 2025 下半年至 2026 年，PCB 板块投资机会聚焦 NVIDIA 和 ASIC 产业 链，尤其是 ASIC 供应链，终端量和硬件规格均有望提升，谷歌和亚马 逊自研芯片需求量显著增长。 亚马逊服务器升级至 T3，GPU 加速卡阶数和板子层数提升，UBE 环节 材料升级，预计单颗 GPU 对应 PCB 价值量提高 20%以上，叠加 ASIC 芯片放量，PCB 价值量增长潜力巨大。 谷歌 2025 年 TPU 芯片出货量预计 200 万颗，但 PCB 需求相对较少， 因使用四卡服务器和较低等级材料。2026 年，谷歌 TPU V6 芯片出货 量或增至 300 万颗，材料升级至马 8，将显著提升单机 PCB 价值量。 Meta 公司明年 XPU 芯片数量预计达百万级别，每个 HPC 芯片对应高规 格 PCB。沪电股份有望成为主要供应商，天品为二供，台湾金田和韩国 issue 正在验证，沪电股份 ...

印制电路板板块持续走高，天津普林（002134）、方正科技（600601）、广合科技（001389）涨停，胜 宏科技（300476）、南亚新材、生益电子涨超10%，逸豪新材（301176）、金安国纪（002636）、一博 科技（301366）、弘信电子（300657）、超声电子（000823）等跟涨。 这几只票暗盘资金正在偷偷流入，立即查看>> ...

又见闪崩。 A股市场今天（6月5日）上午窄幅震荡，主要指数和板块多数波动不大。港股整体继续上涨，恒生指数盘中涨幅一度超过1%。 异动个股方面，港股中华银科技放量闪崩，股价跌超80%。该股此前在不到一个月的时间里股价飙升超4倍。 A股市场窄幅震荡 A股市场今天上午整体窄幅震荡，主要指数波动均不大。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 北证50 | | 3378.82 | 10160.75 | 1428.38 | | +2.62 +0.08% | +16.17 +0.16% -10.35 -0.72% | | | 科创50 | 创业板指 | 万得全A | | 987.98 | 2031.39 | 5141.23 | | +1.87 +0.19% +6.46 +0.32% +4.27 +0.08% | | | | 沪深300 | 中证500 | 中证A500 | | 3871.61 | 5743.44 | 4538.87 | | +2.87 +0.07% +4.43 +0.08% +5.03 +0.11% | | | | 中证1000 ...

行情速递 ① 主 板 领 涨 ， 中 电 鑫 龙 (+10.05%)/ 御 银 股 份 (+10.04%)/ 光 华 科 技 (+10.02%)/ 中 科 金 财 (+10.02%)/中嘉博创(+10.00%)/ ②创业板领涨，汇金股份(+20.03%)/太辰光(+14.88%)/天阳科技(+12.49%)/ ③科创板领涨，德科立(+11.56%)/生益电子(+8.54%)/和林微纳(+7.31%)/ ④活跃子行业，SW通信网络设备及器件(+3.83%)/SW印制电路板(+3.40%)/ 国内新闻 ①半导纵横，紫光展锐正式发布智能穿戴平台——W527/该芯片采用12nm 工艺制程打造/拥有业界领先的一大核三小核异构处理器架构/配置1个Arm Cortex-A75主核（2.0GHz）与3个Cortex-A55小核（1.8GHz）/ ②集微网，5月比亚迪销售新车38.25万辆/上汽集团销售36.6万辆/长安汽车 销售新车22.43万辆/奇瑞集团销售19万辆/ ③MicroLEDDisplay，大族激光布公告称/其控股子公司深圳市大族数控科技 股份有限公司正式向港交所递交上市申请/这家以6.5%全球市占率登顶全球/ ...

Core Viewpoint - A total of 181 A-share companies announced share buybacks within two days, indicating a strong trend in the market towards share repurchase activities [1][2] Group 1: Share Buyback Announcements - 154 companies announced buyback plans on June 4, with an additional 27 on June 3, totaling 181 announcements [1] - Midea Group plans to repurchase between 50 million to 100 million shares at a price not exceeding 100 yuan per share, with a total buyback amount ranging from 5 billion to 10 billion yuan [1][2] - Since the beginning of the year, 1,191 companies have announced buybacks, with Midea Group having the highest proposed buyback amount [2] Group 2: Financial Performance of Midea Group - Midea Group reported earnings per share of 1.64 yuan and a net profit of approximately 1.24 billion yuan for the first quarter of 2025, with a year-on-year net profit growth rate of 38.02% [2] - The company has approved two buyback plans this year, one for up to 3 billion yuan and another for up to 10 billion yuan, with the latter yet to be implemented [2] Group 3: Loan Support for Buybacks - As of now, 650 listed companies or significant shareholders have obtained buyback increase loans totaling approximately 137 billion yuan since October 2024 [3] - Several companies, including Xinhua Medical and China Gold, have announced that they received buyback increase loans exceeding 1 billion yuan [3] - The highest loan amount for buyback increases was reported by Dongfang Shenghong, with a total loan limit of 2.8 billion yuan [3] Group 4: Local Companies' Buyback Activities - Three listed companies from Hunan, including Weisheng Information, Aoshikang, and Jiudian Pharmaceutical, have also announced buyback plans [4] - Weisheng Information reported earnings per share of 0.28 yuan and a net profit of approximately 139 million yuan, with a year-on-year growth rate of 25.33% [4] - Aoshikang and Jiudian Pharmaceutical reported earnings per share of 0.35 yuan and 0.25 yuan, respectively, with net profits of approximately 11 million yuan and 12.6 million yuan [4]

Group 1 - Dan Yi Investment recently conducted research on a listed company, Xun Jie Xing, which has launched a smart model factory in Zhuhai, featuring batch production, automation, and an online order platform [1] - The Zhuhai factory focuses on express sample production and aims to reshape the business model through Internet and smart projects, targeting global electronic manufacturing companies and research institutions [1] - The company's PCB boards are utilized in various intelligent robotics fields, including welding robots, mobile robots, and collaborative robots [1] Group 2 - The company anticipates performance pressure in 2024 but plans to accelerate capacity ramp-up, improve utilization rates, and reduce unit costs [1] - In the first quarter of 2025, the company expects steady capacity growth and a revenue increase of 21.42% [1] - The new online model will provide customized samples and technical consulting services, enhancing production and customer service capabilities [1] Group 3 - The company has coordinated with intermediary institutions to conduct due diligence, with related auditing and evaluation work currently in progress [1] - The online mall is set to transform traditional sales models by shortening product design and procurement cycles through electronic and digital processes [1]

证券代码：603228 证券简称：景旺电子 公告编号：2025-054 债券代码：113669 债券简称：景 23 转债 深圳市景旺电子股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 每股分配比例 A 股每股现金红利0.80元 ? 相关日期 | 股份类别 | 股权登记日 | | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/10 | － | 2025/6/11 | 2025/6/11 | | ? 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 20 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 本次利润分配以方案实施前的公司总股本934,950,516股为基数，每股派发现金红利 ...

迅捷兴公告，股东淮安市捷兴投资合伙企业(有限合伙)和淮安市迅兴投资合伙企业(有限合伙)计划自公 告披露之日起15个交易日后90日内通过集中竞价交易方式减持不超过133.39万股，占公司总股本比例不 超过1.00%。 ...

Core Viewpoint - Shenzhen Dazhu CNC Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with CICC as the exclusive sponsor, focusing on providing PCB specialized production equipment solutions [1] Industry Overview - The global PCB industry market value is projected to grow from $65.2 billion in 2020 to $73.6 billion in 2024, with a compound annual growth rate (CAGR) of 3.1% from 2020 to 2024. By 2029, the market value is expected to reach $96.4 billion, with a CAGR of 5.6% from 2024 to 2029 [1] - The demand for PCB production equipment is driven by the rapid growth in end-use applications, including the electrification of smart vehicles, increased demand for high-performance servers, and upgrades in consumer electronics [1] Market Dynamics - In 2023, the global PCB market value decreased by 15% compared to 2022, primarily due to a contraction in the consumer electronics sector, which is a major end-use application for PCBs. For instance, the PCB market value for mobile phones dropped from $15.8 billion in 2022 to $13.1 billion in 2023, a decline of 17.1% [2] - The main development regions for PCB specialized production equipment include China, Taiwan, Japan, South Korea, and the Americas, which collectively account for approximately 89.5% of the global market size by 2024 [4] Regional Growth - The global PCB specialized equipment market is expected to grow from approximately $5.84 billion in 2020 to about $7.08 billion in 2024, with a CAGR of 4.9%. By 2029, it is projected to reach approximately $10.77 billion, with a CAGR of 8.7% [4] - The Chinese PCB specialized equipment market is anticipated to grow from approximately $3.31 billion in 2020 to about $4.11 billion in 2024, with a CAGR of 5.6%, and is expected to reach approximately $6.14 billion by 2029, with a CAGR of 8.4% [4]

证券代码：300964 证券简称：本川智能 公告编号：2025-038 江苏本川智能电路科技股份有限公司 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。 一、担保情况概述 零售；货物进出口；信息系统运行维护服务；软件开发；信息系统集成服务；信 息技术咨询服务；企业管理咨询；社会经济咨询服务；技术服务、技术开发、技 术咨询、技术交流、技术转让、技术推广；普通货物仓储服务（不含危险化学品 等需许可审批的项目）。 （除依法须经批准的项目外，凭营业执照依法自主开展经 营活动）； 近日，江苏本川智能电路科技股份有限公司（以下简称"公司"）与宁波银 行股份有限公司深圳分行（以下简称"宁波银行"）签订《最高额保证合同》，根 据合同约定，公司为全资子公司珠海硕鸿电路板有限公司（以下简称"珠海硕鸿"） 与宁波银行签订授信业务合同项下形成的债务提供连带责任保证担保，最高债权 限额为债权最高本金限额等值人民币 5,000 万元和相应的利息、罚息、违约金、 损害赔偿金以及为实现债权、担保权利等所发生的一切费用。 二、担保额度的审批 公司于 2025 年 4 月 24 日召开的第三届董 ...