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鹏鼎控股(002938):2024年收入稳定增长 充分受益AI浪潮
Xin Lang Cai Jing· 2025-05-16 10:45
Core Viewpoint - The company reported a revenue increase of 9.59% year-on-year for 2024, driven by market demand recovery and new product launches, while Q1 2025 showed a significant revenue growth of 20.94% year-on-year despite a quarter-on-quarter decline [1] Financial Performance - For 2024, the company achieved a total revenue of 35.14 billion yuan and a net profit of 3.62 billion yuan, with a year-on-year increase of 10.14% [1] - In Q1 2025, the company reported a revenue of 8.09 billion yuan, a year-on-year increase of 20.94%, but a quarter-on-quarter decrease of 30.61% [1] - The gross margin for 2024 was 20.76%, a decrease of 0.58 percentage points year-on-year, while the net margin was 10.30%, an increase of 0.05 percentage points year-on-year [1] Product Segmentation - Revenue from communication boards, consumer electronics and computer boards, and automotive and server boards for 2024 was 24.24 billion yuan, 9.75 billion yuan, and 1.03 billion yuan respectively, with year-on-year growth rates of 3.08%, 22.30%, and 90.34% [1] - AI-related products accounted for over 45% of the revenue in the consumer electronics and computer boards segment, which generated 9.75 billion yuan in 2024 [3] Strategic Initiatives - The company is focusing on AI integration across its product lines, establishing a comprehensive product matrix for AI consumer electronics, including AI smartphones, PCs, and glasses [3] - Significant capital expenditure is planned for 2025, targeting projects such as the Thailand facility, flexible board expansion, and digital transformation [4] - The company is advancing its automotive PCB product development and market entry, achieving mass production of radar computing boards and domain control boards in 2024 [4] Market Outlook - The recovery in consumer electronics demand, driven by policy support and AI technology penetration, is expected to provide substantial growth opportunities for the company [5] - Forecasted net profits for 2025-2027 are 4.13 billion yuan, 4.93 billion yuan, and 5.73 billion yuan respectively, with corresponding EPS of 1.82 yuan, 2.14 yuan, and 2.47 yuan [5]
博敏电子: 博敏电子关于2024年员工持股计划锁定期届满暨解锁条件成就的提示性公告
Zheng Quan Zhi Xing· 2025-05-16 10:20
证券代码:603936 证券简称:博敏电子 公告编号:临 2025-045 博敏电子股份有限公司 关于 2024 年员工持股计划锁定期届满暨解锁条件成就的 提示性公告 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。 根据《博敏电子股份有限公司 2024 年员工持股计划》 (以下简称"《2024 年 员工持股计划》"或"本员工持股计划")及《博敏电子股份有限公司员工持股 (以下简称"《员工持股计划管理办法》")的有关规定,公司 2024 计划管理办法》 年员工持股计划已于 2025 年 5 月 16 日锁定期届满,且解锁条件成就,符合解锁 条件的持有人共计 77 人,可解锁对应公司股票数量为 13,690,300 股。现将有关 情况公告如下: 一、本员工持股计划批准及实施情况 议审议了《关于公司<2024 年员工持股计划(草案)及其摘要>的议案》 《关于公 司<2024 年员工持股计划管理办法>的议案》 《关于提请股东大会授权董事会办理 公司 2024 年员工持股计划相关事宜的议案》,上述议案已经公司 2024 年第一次 临时股 ...
迅雷2025年Q1财报:总营收8,880万美元同比增长10.5% 毛利润4,410万美元同比增长2.9%
Xi Niu Cai Jing· 2025-05-15 10:20
资料显示,飞龙股份成立于2001年1月,主营业务是汽车领域热管理部件和民用领域热管理部件的制 造、销售。 所属行业:汽车–汽车零部件–底盘与发动机系统 瀚川智能:控股股东收到江苏证监局警示函 5月15日晚,瀚川智能(688022)发布公告称,公司控股股东苏州瀚川投资管理有限公司及实际控制人 蔡昌蔚因未及时披露股权质押合同及可能影响公司控制权的重大风险,收到江苏证监局警示函。该质押 行为可能导致公司控制权不稳定或实际控制人变更,对公司证券交易价格产生重大影响,属于应立即披 露的情形。公司将加强内部管理,提高信息披露质量,并按要求及时报送书面报告。 资料显示,瀚川智能成立于2012年11月,从事汽车电子、医疗健康、新能源电池等行业智能制造装备的 研发、设计、生产、销售及服务,助力制造行业客户实现智能制造。 飞龙股份:全资子公司收到热管理模块定点通知函 5月15日晚,飞龙股份(002536)发布公告称,全资子公司近日收到某知名自主品牌汽车公司的《项目 定点通知函》,成为该客户某项目水侧热管理模块的供应商。根据该通知函显示,生命周期内预计销售 收入达到披露标准(基于双方保密协议约定,不便披露具体金额)。 陕西黑猫:拟 ...
明阳电路(300739) - 300739明阳电路投资者关系管理信息20250515
2025-05-15 09:22
债券代码:123203 债券简称:明电转 02 证券代码:300739 证券简称:明阳电路 债券代码:123087 债券简称:明电转债 深圳明阳电路科技股份有限公司 投资者关系活动记录表 编号:2025-001 | | □特定对象调研 □分析师会议 | | | --- | --- | --- | | 投资者关系活动 | □媒体采访 √业绩说明会 | | | 类别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他(请文字说明其他活动内容) | | | 参与单位名称及 | 线上参与公司 2024 年度网上业绩说明会的投资者 | | | 人员姓名 | | | | 时间 | 2025 5 月 15 日(星期四)下午 15:00-16:00 | 年 | | 地点 | 价值在线(www.ir-online.cn)网络互动 | | | 上市公司接待人 | 董事长:张佩珂先生 | | | | 独立董事:李娟娟女士 | | | 员姓名 | 财务总监兼董事会秘书:张伟先生 | | | | 保荐代表人:李宁先生 | | | | 1、去年股价波动挺大的,有没有回购或者增持计划? 答:尊敬的投资者,您好 ...
生益科技:三名高管拟分别减持0.0238%、0.0091%、0.0286%股份
news flash· 2025-05-15 08:20
Group 1 - The company announced that its general manager, board secretary, and chief engineer plan to reduce their holdings due to personal financial needs [1] - The planned share reductions include a maximum of 577,000 shares by the general manager, 220,000 shares by the board secretary, and 693,700 shares by the chief engineer, representing 0.0238%, 0.0091%, and 0.0286% of the company's total share capital respectively [1] - The reduction will occur through centralized bidding transactions within three months after the announcement, starting 15 trading days from the disclosure date [1]
财经早报:美国调整对华加征关税,中班上护具出炉4月M2增长明显提速,降准今起实施
Xin Lang Zheng Quan· 2025-05-14 23:39
登录新浪财经APP 搜索【信披】查看更多考评等级 【要闻报道】 美国调整对华加征关税 新华社北京5月14日电 记者14日从商务部获悉,根据美国白宫5月12日发布的《修改对等关税税率以反 映与中华人民共和国会谈情况的行政令》,美方已于美东时间5月14日凌晨00:01撤销根据2025年4月8 日第14259号行政令和2025年4月9日第14266号行政令对中国商品(包括香港特别行政区和澳门特别行政 区商品)加征的共计91%的关税,修改2025年4月2日第14257号行政令对中国商品(包括香港特别行政 区和澳门特别行政区商品)加征的34%的对等关税措施,其中24%的关税暂停加征90天,保留剩余10% 的关税。同时,美方还下调或撤销对中国小额包裹(包括香港特别行政区小额包裹)加征的关税,将国 际邮件从价税率由120%下调至54%,撤销原定于2025年6月1日起将从量税由每件100美元调增为200美 元的措施。 点评:鉴于美方根据中美经贸高层会谈共识撤销、暂停或调整有关对华加征关税,中方相应调整有关关 税和非关税对美反制措施。 外交部:中方对美"芬太尼关税"反制措施仍然有效 有记者问:据报道,中美在日内瓦举行经贸高层会 ...
印制电路板行业持续火热 上市公司加码投资布局
Zheng Quan Ri Bao· 2025-05-14 16:09
5月13日晚间,印制电路板企业胜宏科技(300476)(惠州)股份有限公司(以下简称"胜宏科技")发布2025 年度投资计划,公司拟使用不超过30亿元用于固定资产、无形资产购买。根据公告,胜宏科技此次投资 的范围包括新厂房及工程建设、设备购置、自动化生产线改造升级等,不得用于对外购买股权、股票及 其衍生品。资金来源为自有资金或自筹资金。 例如,鹏鼎控股预计2025年资本支出额为50亿元,主要投资项目为淮安第三园区高端高密度互连线路板 和先进采用半加成法制作的印制电路板智能制造项目、公司数字化转型升级项目、泰国生产基地建设项 目以及2025年软板产能扩充项目等。公司相关负责人表示,公司看好以人工智能技术为代表的新科技浪 潮为印制电路板行业带来的发展机会,新投资的项目均为具有较好投资回报率的高附加值产品。 强达电路募投的年产96万平方米多层板、高密度互连线路板项目正在抓紧建设中。公司董秘周剑青向 《证券日报》记者表示:"公司产品主要服务于5G通信、汽车电子、人工智能等下游电子产业研发及产 业化的需求,促进下游电子产业新质生产力的发展。" 沪电股份在超高密度集成、超高速信号传输等方面持续加大技术和创新资源投入。公司 ...
深南电路(002916) - 2025年5月14日投资者关系活动记录表
2025-05-14 13:30
季度有一定改善,主要得益于存储类产品需求提升。 Q3、请介绍公司近期经营情况及工厂产能利用率情况。 证券代码:002916 证券简称:深南电路 深南电路股份有限公司投资者关系活动记录表 编号:2025-19 投资者关系 活动类别 √特定对象调研 □分析师会议 □现场参观 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □其他 ( ) 活动参与人 员(排名不 分先后) 华泰证券、富国基金 上市公司 接待人员 战略发展部总监、证券事务代表:谢丹;投资者关系经理:郭家旭 时间 2025 年 5 月 14 日 地点 公司会议室 形式 实地调研 投资者关系 活动主要内 容介绍 交流主要内容: Q1、请介绍公司 2025 年第一季度 PCB 业务经营拓展情况。 公司在 PCB 业务产品下游应用以通信设备为核心(覆盖无线侧及有线侧通信),重点布 局数据中心(含服务器)、汽车电子(聚焦新能源和 ADAS 方向)等领域,并长期深耕工控、 医疗等领域。2025 年第一季度,公司 PCB 业务通信领域无线侧订单较去年第四季度小幅度 回升,有线侧交换机等需求保持增长,有线侧通信订单比重高于无线侧通信。数据中心领域 订单环比继续增 ...
IPO已历时近一年半,超颖电子冲A胜算几何
Bei Jing Shang Bao· 2025-05-14 12:36
进入问询阶段已近一年半时间,超颖电子电路股份有限公司(以下简称"超颖电子")沪市主板IPO尚未走到上会阶段。招股书显示,公司报告期内境外销售 金额占比高达八成、资产负债率持续高企。与此同时,超颖电子在研发能力方面也存在不少疑点,报告期内,公司研发人员占比持续下滑,研发费用率始终 低于同行业可比公司均值。针对相关问题,超颖电子方面于5月14日接受了北京商报记者采访。 | 公司全称 | 超颖电子电路股份有限公司 | 受理日期 | 2023-12 | | --- | --- | --- | --- | | 公司简称 | 超颖电子 | 融资金额(亿元) | 6.60 | 超八成营收来自境外 上交所官网显示,超颖电子主板IPO于2023年12月31日获得受理,2024年1月26日进入问询阶段。 据了解,超颖电子主营业务是印制电路板的研发、生产和销售。2022—2024年,公司实现营业收入分别约为35.14亿元、36.56亿元、41.24亿元;对应实现归 属净利润分别约为1.41亿元、2.66亿元、2.76亿元。 在业绩稳步增长背后,超颖电子超八成主营业务收入均来自于境外销售。财务数据显示,报告期内,公司境外销售金额分别 ...
5月14日早间重要公告一览
Xi Niu Cai Jing· 2025-05-14 04:00
Group 1: 华峰化学 - Company decided to terminate the acquisition of 100% equity in Zhejiang Huafeng Synthetic Resin Co., Ltd. and Zhejiang Huafeng Thermoplastic Polyurethane Co., Ltd. due to insufficient shareholder approval [1] - The decision was made based on prudence, as the proposal did not receive more than two-thirds of the valid voting rights at the shareholders' meeting [1] - Company will continue to promote related equity injection work and strictly fulfill asset injection commitments [1] Group 2: 中荣股份 - Actual controller and chairman Huang Huanran has been placed under residential surveillance by the police [2] - Other board members and senior management are performing their duties normally, and the board of directors is operating as usual [2] - Company specializes in the research, design, production, and sales of paper printing and packaging products [2] Group 3: 密尔克卫 - Three shareholders plan to reduce their holdings by a total of up to 2% of the company's shares through block trading [3] - The reduction includes 143.63 million shares, 97.65 million shares, and 75.03 million shares, representing 0.91%, 0.62%, and 0.47% of the total share capital respectively [3] - The reduction period is from June 6, 2025, to September 5, 2025, due to personal funding needs [3] Group 4: 舒泰神 - Subsidiary Jiangsu Beijietai Biotechnology Co., Ltd. has obtained a drug production license from the Jiangsu Provincial Drug Administration [4] - The license allows for the production of therapeutic biological products, specifically for registered declaration use [4] - The license is valid until May 7, 2030, and is not expected to have a significant impact on the company's current performance [4] Group 5: 捷顺科技 - Company won the bid for the "Chongqing Beautiful Sunshine Home and other public rental housing supporting parking space operation project" [5] - The project includes four public rental housing supporting parking lots with a total of 13,335 parking spaces [5] - The minimum guaranteed revenue for the project is quoted at 40.43 million yuan per year, with a total contract amount expected to exceed 100 million yuan [5] Group 6: 综艺股份 - Company signed an investment cooperation intention agreement to acquire control of Jiangsu Jilai Microelectronics Co., Ltd. through cash capital increase or share transfer [6] - Jilai Micro primarily engages in the research, production, and sales of power semiconductor chips and devices [6] - The transaction is expected to constitute a major asset restructuring [6] Group 7: 东山精密 - Subsidiary DSBJ PTE. LTD. plans to acquire 100% equity of French GMD Group for approximately 100 million euros (about 814 million yuan) [7] - The acquisition aims to advance the company's globalization strategy and enhance its market share in the automotive parts sector [7] - The company specializes in the research, production, and sales of electronic circuit products and precision components [7] Group 8: 诺诚健华 - Company reported a net profit of 17.97 million yuan for the first quarter of 2025, a significant turnaround from a loss of 142 million yuan in the same period last year [8] - The first quarter revenue reached 381 million yuan, representing a year-on-year growth of 129.92% [8] - The company focuses on the research, production, and commercialization of innovative drugs [8] Group 9: 凯美特气 - Shareholders plan to reduce their holdings by up to 3% of the company's shares through centralized bidding and/or block trading [9] - The total number of shares to be reduced is 20.86 million [9] - The reduction is due to personal funding needs [9] Group 10: 海创药业 - Controlling shareholder plans to reduce holdings by up to 2% of the company's shares through centralized bidding and block trading [10] - The total number of shares to be reduced is 1.98 million [10] - The reduction is due to personal funding needs [10] Group 11: 高争民爆 - Controlling shareholder plans to reduce holdings by up to 3% of the company's shares through centralized bidding and block trading [11] - The total number of shares to be reduced is 828,000 [11] - The reduction is due to the company's funding needs [11] Group 12: 金埔园林 - Two shareholders plan to reduce their holdings by a total of up to 1.91% of the company's shares [12] - The reductions include 183.93 million shares and 167.73 million shares [12] - The reasons for the reductions are asset optimization and personal funding needs [12] Group 13: 掌趣科技 - The largest shareholder plans to reduce holdings by up to 1% of the company's shares through centralized bidding or block trading [13] - The total number of shares to be reduced is 27.2 million [13] - The reduction is due to personal funding needs [13] Group 14: 美凯龙 - Company announced that its director and general manager has been placed under investigation and detention by the local supervisory committee [14] - Other board members and senior management are performing their duties normally, and daily operations are unaffected [14] - The company specializes in managing and operating self-operated and franchised shopping malls [14] Group 15: 新强联 - Major shareholder plans to reduce holdings by up to 1.89% of the company's shares through centralized bidding and block trading [15] - The total number of shares to be reduced is 717,490 [15] - The reduction is due to operational needs [15] Group 16: 日月明 - Shareholder plans to reduce holdings by up to 1% of the company's shares through centralized bidding [16] - The total number of shares to be reduced is 80,000 [16] - The reduction is due to personal funding needs [16] Group 17: 同有科技 - Major shareholder and vice president plan to reduce their holdings by up to 1.53% of the company's shares [17] - The total number of shares to be reduced is 730,850 [17] - The reduction is due to personal funding needs [17] Group 18: 爱尔眼科 - Subsidiary successfully acquired 60% equity and specific debt of Shenzhen Guangsheng Digital Technology Co., Ltd. for 650 million yuan [18] - The transaction constitutes a related party transaction [18] - The acquired asset will serve as long-term medical premises for the subsidiary [18]