印制电路板

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IPO前送豪礼,空降总经理获3.6亿“入职礼包”
中国基金报· 2025-08-25 15:47
【导读】俞氏家族IPO前送"豪礼":空降总经理获3.6亿元"入职礼包" ,上亿关联交易沦为合 营公司"代工厂"? 见习记者 荧墨 近日,深交所创业板迎来一家PCB(印制电路板)领域"隐形冠军",欣强电子(清远)股份 有限公司(下称欣强电子)IPO申请获受理,保荐机构为民生证券。 记者注意到,台湾俞氏家族对该公司的持股比例超出95%。在IPO前夕,欣强电子突击现金分 红1.81亿元,占比超过该公司两年净利润总和的八成,并向"空降"总经理大手笔给予4.2亿元 股权激励。 公司错综复杂的关联交易仍存异常风险,欣强电子是否会沦为合营公司的"代工厂"?上述疑 问并未在招股书中给予合理解释。 股份支付会计处理疑云 欣强电子的实际控制人为俞孝璋(公司董事长)、俞宛伶(公司董事)及俞金炉(公司董 事),三人通过直接和间接方式共同持有公司95.04%的股份。其中,俞金炉是俞孝璋、俞宛 伶的父亲,俞宛伶是俞孝璋的姐姐,三人均为中国台湾籍,形成典型的"父女子"绝对控股局 面。 记者注意到,在招股书申报前的一个月,2025年5月,公司控股股东YU FAMILY(新加坡注 册)向三个员工持股平台(欣承投资、欣立投资、金宥公司)突击转让 ...
公司在数据中心电源领域,有没相关的PCB产品供货?崇达技术:目前暂未涉及所述产品
Mei Ri Jing Ji Xin Wen· 2025-08-25 09:44
崇达技术(002815.SZ)8月25日在投资者互动平台表示,目前暂未涉及您所述产品。 (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:请问台达、维谛是不是公司的客户?公司在数据中心 电源领域,有没相关的PCB产品供货? ...
景旺电子涨停
Zhong Guo Jing Ji Wang· 2025-08-25 08:09
(责任编辑:康博) 中国经济网北京8月25日讯 景旺电子(SH:603228)今日股价涨停,截至收盘报59.60元,涨幅 10.00%,总市值561.90亿元。 ...
崇达技术(002815.SZ):目前公司在服务器领域的订单呈现快速增长势态
Ge Long Hui· 2025-08-25 07:48
格隆汇8月25日丨崇达技术(002815.SZ)于投资者互动平台表示,目前公司在服务器领域的订单呈现快速 增长势态,具体供货量涉及商业敏感信息不便告知。 ...
本川智能:泰国工厂主要承接海外客户订单,应用领域以工业控制、汽车电子、安防、医疗等为主
Sou Hu Cai Jing· 2025-08-25 03:57
来源:金融界 金融界8月25日消息,有投资者在互动平台向本川智能提问:"泰国的项目投产,覆盖哪些行业领域?" 针对上述提问,本川智能回应称:"尊敬的投资者,您好!泰国工厂将主要承接公司海外客户的订单, 特别是来自欧洲贸易商和美国电子产品制造商的高品质需求,在应用领域上主要以工业控制、汽车电 子、安防、医疗等为主。感谢对本公司的关注与支持!" ...
华正新材跌2.16%,成交额3.94亿元,主力资金净流出3140.24万元
Xin Lang Cai Jing· 2025-08-25 03:49
8月25日,华正新材盘中下跌2.16%,截至11:21,报40.29元/股,成交3.94亿元,换手率6.81%,总市值 57.22亿元。 资金流向方面,主力资金净流出3140.24万元,特大单买入1279.81万元,占比3.25%,卖出2740.11万 元,占比6.95%;大单买入9102.64万元,占比23.10%,卖出1.08亿元,占比27.36%。 华正新材所属申万行业为:电子-元件-印制电路板。所属概念板块包括:IDC概念(数据中心)、汽车 电子、5G、华为概念、毫米波雷达等。 截至6月30日,华正新材股东户数2.37万,较上期增加16.84%;人均流通股5981股,较上期减少 14.41%。2025年1月-6月,华正新材实现营业收入20.95亿元,同比增长7.88%;归母净利润4266.90万 元,同比增长327.86%。 分红方面,华正新材A股上市后累计派现2.03亿元。近三年,累计派现1136.09万元。 机构持仓方面,截止2025年6月30日,华正新材十大流通股东中,招商量化精选股票发起式A (001917)位居第四大流通股东,持股93.32万股,为新进股东。大成中证360互联网+指数A (0 ...
AI时代下,胜宏科技市值逆袭鹏鼎控股成“PCB股王”
Mei Ri Jing Ji Xin Wen· 2025-08-24 12:21
Core Viewpoint - Nvidia has become the first company in the world to surpass a market capitalization of $4 trillion, reaching $4.5 trillion by August 12, 2023, which has significantly impacted related stocks in the A-share market, particularly Shenghong Technology, whose stock price has surged over 450% this year [1][2] Group 1: Company Performance - Shenghong Technology's stock price reached 245 yuan per share on August 18, 2023, with a market capitalization exceeding 200 billion yuan, making it the "king of PCB stocks" [1] - In contrast, Pengding Holdings, despite maintaining revenue scale advantages, reported a net profit in Q1 2023 that was only 52.8% of Shenghong Technology's [1][3] - Shenghong Technology's revenue from AI-related products accounted for over 40% in Q1 2025, achieving a net profit increase of 339.22% to 9.21 billion yuan [5][10] Group 2: Market Dynamics - The market dynamics have shifted, with Shenghong Technology benefiting from its deep integration into Nvidia's AI GPU supply chain, while Pengding Holdings remains heavily reliant on the Apple supply chain [2][6] - The global AI PCB market is projected to reach $5.6 billion in 2025, with a compound annual growth rate of 33% [7][10] - The demand for AI-related PCBs is driving the industry towards higher layers, density, and speed, with Shenghong Technology positioned as a key supplier due to its advanced capabilities in HDI technology [10][11] Group 3: Competitive Landscape - Shenghong Technology's strategic decision to enter the high-end HDI market in 2019 has led to significant growth, with revenues increasing by 17.58%, 44.15%, and 32.72% from 2019 to 2021 [4] - Pengding Holdings has been expanding its production capacity for AI-related products, with plans to invest 8 billion yuan in a new industrial park to enhance its capabilities in high-end HDI and SLP products [8][11] - The competition in the PCB industry is intensifying, with other manufacturers, including Pengding Holdings, also ramping up production to meet the growing demand for AI applications [11]
【招商电子】沪电股份:Q2延续高增趋势,加速产能扩张&客户导入打开向上空间
招商电子· 2025-08-24 09:52
AI算力需求驱动PCB业绩高增,盈利能力显著提升。 25Q2业绩接近此前指引区间上限,持续受益 于AI算力对高端PCB产品的结构性需求,盈利能力大幅提升。单看Q2季度,收入44.6亿同比 +56.9% 环 比 +10.4% , 归 母 净 利 9.2 亿 同 比 +48.1% 环 比 +20.7% , 扣 非 归 母 净 利 9.0 亿 同 比 +46.1%环比+20.6%,毛利率37.3%同比-1.5pcts环比+4.6pcts,净利率20.6%同比-1.2pcts环 比 +1.8pcts; 费 用 率 方 面 , 销 管 研 财 费 率 2.74%/2.33%/6.03%/-1.15% , 同 比-0.08/-0.04/-0.37/+1.07pct,整体费用率增加0.58pct至9.95%。收入同比高速增长源于公 司AI服务器及HPC相关高端PCB产品的下游客户需求旺盛,公司整体稼动率以及产品ASP持续提 升。毛利率及净利率环比大增,盈利能力进一步提升,得益于用于高阶交换机、AI算力服务器等高 价值量产品出货量占比继续增加。 通讯板业务快速增长,汽车板新兴产品表现亮眼 。1)企业通讯板收入65.32亿同比 ...
景旺电子:拟50亿元投建珠海金湾基地扩产项目
Xin Jing Bao· 2025-08-24 09:37
新京报贝壳财经讯景旺电子(603228)8月24日晚间公告,公司拟投资建设珠海金湾基地扩产项目,预 计总投资50亿元。经初步测算,此次扩产投资项目税后投资回收期约为7.5年(含建设期),项目建设周期 为2025年至2027年,公司将根据市场需求和业务进展等具体情况分阶段实施。此次扩产主要聚焦AI算 力、高速网络通讯、汽车智驾及AI端侧应用等高增长领域。 ...
养老基金Q2重仓股曝光!新进29只个股前十大流通股东榜 卫星化学获持仓市值最高
Zhong Jin Zai Xian· 2025-08-24 08:47
Group 1 - The recent disclosure of A-share listed companies' semi-annual reports reveals significant movements by institutional investors, with pension funds entering the top ten shareholders of 29 new stocks in Q2 [1] - Eleven stocks saw new holdings from pension funds with a market value exceeding 100 million yuan, including Satellite Chemical, Shengyi Technology, Hongfa Technology, Yuyue Medical, and others [1] - Additional companies that received new holdings from pension funds include Huafeng Aluminum, Guomai Culture, and others, indicating a broad interest in various sectors [1] Group 2 - Satellite Chemical reported a new holding value of 346 million yuan from pension funds, with a revenue of 23.46 billion yuan in H1 2025, marking a 20.93% year-on-year increase, and a net profit of 2.744 billion yuan, up 33.44% [2] - The company is focusing on high-end new materials and has applied for 122 patents, with 57 granted, and plans to invest 3 billion yuan in high-performance catalyst industrialization [2] - Shengyi Technology saw a new holding value of 273 million yuan, with H1 2025 revenue of 3.769 billion yuan, a 91% increase, and a net profit of 531 million yuan, up 452% [3] - The growth is attributed to the demand from AI servers and high-speed switches, with a 1.9 billion yuan investment to expand PCB production capacity [3] - Hongfa Technology received a new holding value of 248 million yuan, reporting H1 2025 revenue of 8.347 billion yuan, a 15.43% increase, and a net profit of 964 million yuan, up 14.19% [4] - The company benefits from improved downstream demand in consumer electronics and is expected to maintain steady growth [4]