报道/投资界PEdaily "买你的白酒去吧，老登。" 此年度金句源自大概四个月前。当时荒原资产董事长凌鹏发文质疑中际旭创2 0 2 7年2 5 0 亿 净利润预测的合理性 ，旋即，国盛通信分析师阅后送上该转发语。 A股大涨一幕。 作者/ 冯雨晨 这场口水战没有输赢，但中际旭创股价却是一路长虹到了年关， 今日（1 2月2 4日） ， 其 收盘市值 超越7 0 0 0亿。放眼A股市场，光模块三巨头中际旭创、新易盛、天孚通信 三家今年因AI算力需求暴增逆袭，股价纷纷翻了好几倍。 那些嗅到机会早早涌入的投资者，在这场难得的造富机会中收获满满。现在，他们意犹 未尽：下一个机会在哪？ "易中天" 成就今年十倍股 原 因 很 简 单 。 三 家 公 司 今 年 借 势 而 起 ， 但 均 在 2 0 1 5 年 前 后 就 早 早 上 市 。 有 投 资 人 此 前 就 这 样 聊起 ： " 如 果 不 是 I PO 前的老 投资 人， 就 只能 参 与 定 增 。 如 果 定 增 也 没 机 会 ， 就 只能看着了。" 而对那些在机会 露 出苗头时就押注并选择买定离手的市场投资者们，这是一场赶上了 的财富盛宴。一位持仓 ...

Core Insights - The electronic sector attracted over 21.1 billion in main capital inflow, leading among 31 Shenwan primary industries [1] - The electronic ETF (515260) saw a price increase of 1.68%, recovering the 60-day moving average and aiming for a third consecutive daily gain [1] Group 1: Sector Performance - In the PCB segment, Shengyi Technology rose over 9%, Pengding Holdings increased by 6%, and Dongshan Precision gained over 3% [3] - In the semiconductor sector, Hengxuan Technology and Shengbang Co. both increased by 6%, while Zhuosheng Micro rose over 3% [3] - In the consumer electronics category, Industrial Fulian rose over 4%, and GoerTek increased by over 3% [3] Group 2: Market Dynamics - Media reports indicate that SMIC has implemented a price increase of approximately 10% on some production capacities [3] - TSMC confirmed the consolidation of 8-inch production capacity and plans to shut down certain production lines by the end of 2027, potentially leading to price increases in the wafer foundry market [3] Group 3: Semiconductor Equipment Outlook - Guojin Securities states that semiconductor equipment is foundational to the semiconductor industry chain, with significant growth opportunities in domestic semiconductor equipment driven by storage expansion and self-sufficiency [4] - NVIDIA plans to deliver its H200 AI chip to Chinese customers by mid-February, with an expected shipment of 5,000 to 10,000 chip modules, translating to approximately 40,000 to 80,000 H200 chips [4] - The delivery of H200 chips is expected to stimulate demand across the entire industry chain, from upstream manufacturing to downstream computing services [4] Group 4: Future Trends - Huachuang Securities believes that AI is driving a value reshaping in the electronic industry chain, creating new growth opportunities [5] - The electronic ETF (515260) and its linked funds are designed to passively track the electronic 50 index, focusing on semiconductor and consumer electronics sectors, including AI chips, automotive electronics, 5G, and PCB [5] - The external environment is pushing China to achieve self-sufficiency in the semiconductor industry chain, with government policies supporting the rise of the electronic sector [5]

12月24日，超211亿主力资金涌入电子板块，板块吸金额高居31个申万一级行业首位！热门ETF方面， 荟聚电子板块核心龙头的电子ETF（515260）午后震荡走高，场内价格现涨1.68%，盘中收复60日均 线，冲击日线3连阳！ 细分方向来看，PCB（印制电路板）方面，生益科技涨超9%，鹏鼎控股上涨6%，东山精密涨逾3%；半 导体方面，恒玄科技涨逾6%，圣邦股份上涨6%，卓胜微涨超3%；消费电子方面，工业富联涨超4%， 歌尔股份涨逾3%。 图：电子ETF标的指数涨幅前10大成份股 | 序号 | 名称 | 涨跌幅 ▼ | 两日間 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 生益科技 | 9.85% | -- | 电子 | 元件 | 印制电路板 | 1761亿 | 32.51亿 | | 2 | 恒玄科技 | 6.12% money | | 电子 | 非导体 | 数字芯片设计 | 380亿 | 6.984Z | | 3 | 鵬県控股 | 6.00% mm v ...

Core Viewpoint - Huadian Co., Ltd. has shown significant stock performance with an 86.08% increase year-to-date, reflecting strong market interest and financial growth in the printed circuit board (PCB) sector [1][2]. Financial Performance - For the period from January to September 2025, Huadian Co., Ltd. achieved a revenue of 13.512 billion yuan, representing a year-on-year growth of 49.96% [2]. - The net profit attributable to shareholders for the same period was 2.718 billion yuan, with a year-on-year increase of 47.03% [2]. Stock Market Activity - As of December 24, the stock price of Huadian Co., Ltd. was 72.85 yuan per share, with a trading volume of 2.135 billion yuan and a turnover rate of 1.55% [1]. - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) six times this year, with the most recent appearance on November 25, where it recorded a net buy of 311 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Huadian Co., Ltd. was 162,000, an increase of 26.43% from the previous period [2]. - The average number of tradable shares per shareholder decreased by 20.88% to 11,866 shares [2]. Dividend Distribution - Since its A-share listing, Huadian Co., Ltd. has distributed a total of 4.112 billion yuan in dividends, with 2.204 billion yuan distributed over the last three years [3]. Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited, which held 141 million shares, an increase of 17.244 million shares from the previous period [3]. - Other notable institutional shareholders included Huatai-PB CSI 300 ETF and E Fund SSE 50 Enhanced A, with varying changes in their holdings [3].

12月24日，兴森科技盘中上涨2.04%，截至13:08，报20.55元/股，成交7.64亿元，换手率2.49%，总市值 349.28亿元。 资金流向方面，主力资金净流出3536.23万元，特大单买入8474.39万元，占比11.09%，卖出1.05亿元， 占比13.72%；大单买入1.90亿元，占比24.93%，卖出2.06亿元，占比26.93%。 截至12月19日，兴森科技股东户数11.90万，较上期增加7.21%；人均流通股12693股，较上期减少 6.72%。2025年1月-9月，兴森科技实现营业收入53.73亿元，同比增长23.48%；归母净利润1.31亿元，同 比增长516.08%。 分红方面，兴森科技A股上市后累计派现11.29亿元。近三年，累计派现2.70亿元。 今年以来兴森科技已经3次登上龙虎榜，最近一次登上龙虎榜为10月15日，当日龙虎榜净买入1.13亿 元；买入总计5.30亿元 ，占总成交额比25.05%；卖出总计4.17亿元 ，占总成交额比19.70%。 资料显示，深圳市兴森快捷电路科技股份有限公司位于广东省深圳市南山区粤海街道沙河西路与白石路 交汇处深圳湾科技生态园一区2栋A座8层， ...

12月24日，中京电子盘中上涨2.03%，截至11:07，报12.05元/股，成交1.90亿元，换手率2.72%，总市值 73.82亿元。 资金流向方面，主力资金净流入61.55万元，特大单买入344.21万元，占比1.82%，卖出239.43万元，占 比1.26%；大单买入2990.52万元，占比15.78%，卖出3033.75万元，占比16.01%。 中京电子今年以来股价涨52.53%，近5个交易日涨1.86%，近20日涨8.56%，近60日跌6.01%。 责任编辑：小浪快报 资料显示，惠州中京电子科技股份有限公司位于广东省惠州市仲恺高新区陈江街道东升南路6号，成立 日期2000年12月22日，上市日期2011年5月6日，公司主营业务涉及印制电路板(PCB)的研发、生产、销 售与服务。主营业务收入构成为：刚性电路板(含HDI板)64.83%，柔性电路板及其应用模组29.84%，其 他5.33%。 中京电子所属申万行业为：电子-元件-印制电路板。所属概念板块包括：OLED、无人机、MLED、柔 性电子、专精特新等。 截至9月30日，中京电子股东户数11.24万，较上期减少25.42%；人均流通股5189股， ...

Core Viewpoint - The stock of Ultrasonic Electronics has shown a significant increase in price and trading activity, indicating positive market sentiment and potential growth in the company's financial performance [1][2]. Group 1: Stock Performance - On December 24, Ultrasonic Electronics' stock rose by 2.04%, reaching a price of 13.99 yuan per share, with a trading volume of 137 million yuan and a turnover rate of 1.85%, resulting in a total market capitalization of 7.513 billion yuan [1]. - Year-to-date, the stock price has increased by 38.24%, with a 4.40% rise over the last five trading days, a 15.91% increase over the last 20 days, and a slight 0.21% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on December 12, where it recorded a net buy of -17.1946 million yuan [1]. Group 2: Company Overview - Ultrasonic Electronics, established on September 5, 1997, and listed on October 8, 1997, is located in Shantou, Guangdong Province, and specializes in the production and sales of printed circuit boards, LCDs, touch screens, and ultrasonic electronic instruments [2]. - The company's revenue composition includes 50.64% from printed circuit boards, 27.87% from LCDs, 16.91% from copper-clad laminates, and 4.59% from ultrasonic electronic instruments and others [2]. - The company operates within the electronic components sector, specifically in printed circuit boards, and is involved in various concept sectors such as 5G, optical communication, laser radar, and autonomous driving [2]. Group 3: Financial Performance - For the period from January to September 2025, Ultrasonic Electronics achieved a revenue of 4.674 billion yuan, reflecting a year-on-year growth of 10.91%, while the net profit attributable to shareholders was 178 million yuan, marking a 20.93% increase [2]. - The company has distributed a total of 1.148 billion yuan in dividends since its A-share listing, with 215 million yuan distributed over the past three years [3]. - As of September 30, 2025, the number of shareholders increased to 45,400, with an average of 11,817 circulating shares per person, a decrease of 3.24% from the previous period [2].

12月24日，鹏鼎控股盘中上涨2.12%，截至10:12，报51.58元/股，成交6.03亿元，换手率0.51%，总市值 1195.65亿元。 资金流向方面，主力资金净流入213.43万元，特大单买入4491.47万元，占比7.45%，卖出3592.50万元， 占比5.96%；大单买入1.50亿元，占比24.93%，卖出1.57亿元，占比26.07%。 鹏鼎控股今年以来股价涨45.38%，近5个交易日涨0.64%，近20日涨14.34%，近60日跌17.71%。 今年以来鹏鼎控股已经6次登上龙虎榜，最近一次登上龙虎榜为12月1日，当日龙虎榜净买入2.39亿元； 买入总计6.17亿元 ，占总成交额比20.00%；卖出总计3.78亿元 ，占总成交额比12.24%。 责任编辑：小浪快报 资料显示，鹏鼎控股(深圳)股份有限公司位于广东省深圳市宝安区新安街道海滨社区海秀路2038号鹏鼎 时代大厦A座27层，成立日期1999年4月29日，上市日期2018年9月18日，公司主营业务涉及主要从事各 类印制电路板的设计、研发、制造与销售业务。主营业务收入构成为：通讯用板62.70%，消费电子及 计算机用板31.60%，汽车/服 ...

Core Viewpoint - Kexiang Co., Ltd. has adjusted its fundraising plan, reducing the total amount from 300 million yuan to 287 million yuan, while maintaining the focus on upgrading its PCB production line for high-end servers and supplementing working capital [1] Group 1: Fundraising Details - The company held its sixth meeting of the third board of directors on December 22, 2023, where it approved the issuance of shares to specific targets using a simplified procedure for the year 2025 [1] - The number of shares to be issued has been adjusted from 21.6294 million shares to 20.6921 million shares in line with the reduced fundraising amount [1] Group 2: Fund Allocation - The investment in the high-end server PCB production line upgrade project remains consistent at 240 million yuan [1] - The allocation for supplementing working capital has been reduced from 60 million yuan to 47 million yuan [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 2025年12月24日，天津普林（sz002134）触及涨停，涨停价25.52元，涨幅10%，总市值62.74亿元，流 通市值62.70亿元，截止发稿，总成交额1.80亿元。 根据喜娜AI异动分析，天津普林涨停原因可能如下，公司治理优化+银行授信+营收增长： 1、公司近期 治理结构不断优化，董事会扩容至9名加职工董事，2025年12月22日还新聘杨文清为职工代表董事，监 事会职能整合至审计委员会，符合新《公司法》精简治理趋势。同时公司修订完善包括投资者关系、关 联交易、信息披露等16项制度，全面完善内控体系，这些举措提升了公司治理规范性，利于长期发展。 2、公司获得招商银行和民生银行各5000万元综合授信额度，为公司经营提供资金保障。2025年前三季 度营收突破10.25亿元，营业收入增长23.61%，显示市场开拓成效显著，经营现金流增长590%，回款能 力大幅改善。虽然净利润下滑，但这些积极因素仍刺激股价。 3、天津普林主要从事印制电路板 （PCB）的研发、生产及销售，产品应用于航空航天、计算机网络等领域。从板块来看，同花顺数据显 示，近期PCB概念板块有一 ...