每经头条（nbdtoutiao）——"9·24"一周年，A股总市值破116万亿元！四大变革重塑中国资本市场新生 态 每经AI快讯，沪电股份（SZ 002463，收盘价：74.45元）发布公告称，2025年9月24日10:20-11:30；00- 13:00，沪电股份接受国泰海通证券等投资者调研，公司钱元君、王术梅参与接待，并回答了投资者提 出的问题。 2025年1至6月份，沪电股份的营业收入构成为：PCB占比95.98%，其他业务占比3.99%，房屋销售收入 占比0.03%。 截至发稿，沪电股份市值为1432亿元。 （记者 曾健辉） ...

Group 1: Company Strategy and Market Position - The company focuses on differentiated operations, adapting its technical and production capabilities to meet long-term market demands, emphasizing sustainable growth over short-term gains [2][3] - A balanced and diversified customer structure, along with supply chain resilience, is crucial for maintaining competitive advantages in a complex market environment [3] Group 2: Business Performance in the Enterprise Communication Market - In the first half of 2025, the enterprise communication market segment achieved revenue of approximately CNY 6.532 billion, a significant year-on-year increase of about 70.63% [4] - AI server and HPC-related PCB products grew by approximately 25.34%, accounting for about 23.13% of the segment's revenue [4] - The fastest-growing sub-sector was high-speed network switches and related PCB products, which saw a year-on-year growth of approximately 161.46%, making up about 53.00% of the segment's revenue [4] Group 3: Capital Expenditure and Market Opportunities - The company accelerated capital expenditures in response to the growing demand for AI-driven servers and high-speed network infrastructure, with cash outflows for fixed assets and long-term assets amounting to approximately CNY 1.388 billion in the first half of 2025 [5] - A planned investment of approximately CNY 4.3 billion for a new AI chip supporting high-end PCB production project is underway, expected to begin trial production in the second half of 2026 [5] Group 4: Future Market Trends and Challenges - The development of AI and network infrastructure necessitates more complex and high-performance PCB products, presenting new growth opportunities while increasing competition [6] - Companies must strategically allocate resources and invest in innovative areas to enhance product competitiveness and respond swiftly to market demands [6] Group 5: Thailand Factory Operations - The Thailand production base entered small-scale production in Q2 2025, gaining formal recognition from clients in AI server and switch applications [8] - The successful operation of the Thailand facility is a key support for the company's overseas strategic layout, with expectations to reach reasonable economic scale by year-end [8]

Group 1 - The core viewpoint of the news is that Huadian Co., Ltd. experienced a significant stock decline of 5.06%, with its share price at 76.01 yuan and a total market capitalization of 146.24 billion yuan as of the report date [1] - Huadian Co., Ltd. is primarily engaged in the research, production, and sales of printed circuit boards (PCBs), with PCB business revenue accounting for 95.98% of its total revenue [1] - The company is located in Kunshan, Jiangsu Province, and was established on April 14, 1992, with its listing date on August 18, 2010 [1] Group 2 - According to data, Dachen Fund has a significant holding in Huadian Co., Ltd., with its Dachen Technology Innovation Mixed A Fund (008988) holding 402,800 shares, representing 5.23% of the fund's net value [2] - The Dachen Technology Innovation Mixed A Fund has achieved a year-to-date return of 110.51% and a one-year return of 161.56%, ranking 47th and 76th respectively among its peers [2] - The fund manager, Guo Weiling, has been in charge for 4 years and 242 days, with the fund's total asset size currently at 328 million yuan [2]

Group 1 - The core point of the news is that Bomin Electronics experienced a decline of 5.07% in its stock price, reaching 13.11 yuan per share, with a trading volume of 640 million yuan and a turnover rate of 7.54%, resulting in a total market capitalization of 8.265 billion yuan [1] - Bomin Electronics, established on March 25, 2005, and listed on December 9, 2015, is located in Meizhou, Guangdong Province. The company specializes in the research, production, and sales of high-precision printed circuit boards (PCBs) and related core electronic components [1] - The main revenue composition of Bomin Electronics includes printed circuit boards at 75.03%, customized electronic components at 21.05%, and other supplementary sources at 3.93% [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under China Europe Fund holds a significant position in Bomin Electronics. The China Europe Small Cap Growth Mixed A Fund (015880) held 347,900 shares in the second quarter, accounting for 0.63% of the fund's net value, ranking as the fourth-largest heavy stock [2] - The China Europe Small Cap Growth Mixed A Fund (015880) was established on June 28, 2022, with a latest scale of 199 million yuan. Year-to-date, it has achieved a return of 53.55%, ranking 873 out of 8172 in its category, and a one-year return of 115.08%, ranking 366 out of 7995 [2] Group 3 - The fund managers of the China Europe Small Cap Growth Mixed A Fund (015880) are Qian Yating and Tang Minwei. As of the report, Qian Yating has a cumulative tenure of 3 years and 326 days, with the fund's total asset scale at 2.377 billion yuan, achieving a best return of 57.29% during the tenure [3] - Tang Minwei has a cumulative tenure of 63 days, with the fund's total asset scale at 517 million yuan, achieving a best return of 14.18% during the tenure [3]

新京报贝壳财经讯 9月22日，中京电子（002579）发布公告称，拟向特定对象发行股票募集资金总额不 超过7亿元，扣除发行费用后募集资金将全部用于泰国PCB智能化生产基地项目、惠州中京产线技改与 升级项目、补充流动资金。本次发行的发行对象为不超过35名（含本数）符合中国证监会规定条件的特 定对象，其中，公司实际控制人杨林拟认购金额不低于0.7亿元（含本数）且拟认购股票总数不超过本 次向特定对象发行股票总股数的30%（含本数）。 ...

Core Viewpoint - Zhongjing Electronics (002579.SZ) plans to raise up to 700 million yuan through a private placement of A-shares, with proceeds allocated to a PCB intelligent production base in Thailand, upgrades to production lines in Huizhou, and to supplement working capital [1][2]. Fundraising Projects - The total investment for the Thailand PCB intelligent production base project is 548.625 million yuan, with 300 million yuan expected to be funded from the raised capital [2]. - The Huizhou Zhongjing production line upgrade project has a total investment of 213.2249 million yuan, with 200 million yuan planned to be funded from the raised capital [2]. - The company plans to use 200 million yuan from the raised funds to supplement its working capital [2]. Issuance Details - The issuance will target no more than 35 specific investors, including the actual controller Yang Lin, who intends to subscribe for at least 70 million yuan, representing no more than 30% of the total shares issued [2][4]. - All investors will subscribe for shares in cash at the same price, with the pricing based on the average trading price of the company's shares over the 20 trading days prior to the issuance date [3]. - The maximum number of shares to be issued is 183,785,586, which does not exceed 30% of the company's total share capital prior to the issuance [3]. Control and Ownership - Yang Lin, the actual controller, holds 6.27% of the company's total shares directly and 19.06% through his controlled entity, totaling 25.33% of the voting rights [4]. - Post-issuance, Yang Lin's control over the company is expected to decrease to 21.79%, but he will remain the actual controller, ensuring no change in control [4].

分红方面，广合科技A股上市后累计派现3.10亿元。 融券方面，广合科技9月22日融券偿还2100.00股，融券卖出1100.00股，按当日收盘价计算，卖出金额 9.36万元；融券余量1.45万股，融券余额123.42万元，超过近一年90%分位水平，处于高位。 资料显示，广州广合科技股份有限公司位于广东省广州保税区保盈南路22号,香港铜锣湾希慎道33号利 园1期19楼1928室，成立日期2002年6月17日，上市日期2024年4月2日，公司主营业务涉及印制电路板的 研发、生产和销售。主营业务收入构成为：印制电路板93.42%，其他(补充)6.58%。 截至6月30日，广合科技股东户数2.78万，较上期增加78.06%；人均流通股5397股，较上期增加 121.64%。2025年1月-6月，广合科技实现营业收入24.25亿元，同比增长42.17%；归母净利润4.92亿元， 同比增长53.91%。 9月22日，广合科技涨1.37%，成交额9.92亿元。两融数据显示，当日广合科技获融资买入额1.22亿元， 融资偿还1.00亿元，融资净买入2178.83万元。截至9月22日，广合科技融资融券余额合计6.88亿元。 融资 ...

格隆汇9月22日丨中京电子(002579.SZ)公布，拟向特定对象发行股票的募集资金总额不超过70,000.00万 元，扣除发行费用后募集资金将全部用于泰国PCB智能化生产基地项目、惠州中京产线技改与升级项 目、补充流动资金。本次发行的发行对象为不超过35名（含本数）符合中国证监会规定条件的特定对 象，其中，公司实际控制人杨林拟认购金额不低于0.7亿元（含本数）且拟认购股票总数不超过本次向 特定对象发行股票总股数的30%（含本数）。 ...

中京电子（002579）(002579.SZ)披露2025年度向特定对象发行A股股票预案，公司拟向不超过35名(含 本数)特定对象发行股票，其中，公司实际控制人杨林拟认购金额不低于0.7亿元(含本数)且拟认购股票 总数不超过本次向特定对象发行股票总股数的30%(含本数)。发行价格不低于定价基准日前20个交易日 公司股票交易均价的80%。本次向特定对象发行股票的数量为不超过发行前公司总股本的30%。 本次向特定对象发行募集资金总额为不超过7亿元(含本数)，在扣除相关发行费用后将全部用于泰国 PCB智能化生产基地项目、惠州中京产线技改与升级项目及补充流动资金。 ...

Group 1 - The core viewpoint of the news is that Kexiang Co., Ltd. has seen a significant increase in its stock price, rising by 5.02% to 13.18 CNY per share, with a trading volume of 250 million CNY and a market capitalization of 5.466 billion CNY as of September 22 [1] - Kexiang Co., Ltd. is primarily engaged in the research, production, and sales of high-density printed circuit boards, with 90.56% of its revenue coming from circuit board products, 9.39% from other sources, and only 0.05% from cathode materials [1] - The company was established on November 2, 2001, and went public on November 5, 2020, indicating a relatively recent entry into the public market [1] Group 2 - The top circulating shareholder of Kexiang Co., Ltd. is a fund under Dacheng Fund, specifically the Dacheng CSI 360 Internet + Index A (002236), which entered the top ten circulating shareholders in the second quarter with 1.636 million shares, accounting for 0.5% of circulating shares [2] - The Dacheng CSI 360 Internet + Index A fund has achieved a year-to-date return of 33.87% and a one-year return of 90.04%, ranking 1388 out of 4222 and 708 out of 3813 respectively among its peers [2] - The fund manager, Xia Gao, has been in the position for 10 years and 294 days, with the fund's total asset size at 2.26 billion CNY and a best return of 215.74% during his tenure [3] Group 3 - The Dacheng CSI 360 Internet + Index A fund holds Kexiang Co., Ltd. as its largest position, with 1.636 million shares representing 1.16% of the fund's net value, indicating a strong commitment to the stock [4] - The fund has realized a floating profit of approximately 1.0307 million CNY from its investment in Kexiang Co., Ltd. as of the reporting date [4]