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]

Group 1 - The core viewpoint of the news is that Huadian Co., Ltd. (沪电股份) experienced a stock price increase of 5.22%, reaching 79.86 CNY per share, with a trading volume of 2.409 billion CNY and a market capitalization of 153.649 billion CNY as of September 22 [1] - Huadian Co., Ltd. is located in Kunshan, Jiangsu Province, and was established on April 14, 1992. The company was listed on August 18, 2010, and its main business involves the research, production, and sales of printed circuit boards (PCBs) [1] - The revenue composition of Huadian Co., Ltd. shows that PCB business accounts for 95.98% of total revenue, while other supplementary businesses contribute 4.02% [1] Group 2 - Among the top ten circulating shareholders of Huadian Co., Ltd., Huatai-PB Fund's Huatai-PB CSI 300 ETF (510300) increased its holdings by 2.1167 million shares in the second quarter, bringing its total shares to 24.0405 million, which represents 1.25% of the circulating shares [2] - The estimated floating profit for Huatai-PB CSI 300 ETF (510300) today is approximately 95.2006 million CNY [2] - The Huatai-PB CSI 300 ETF (510300) was established on May 4, 2012, with a latest scale of 374.704 billion CNY. Year-to-date returns are 16.91%, ranking 2904 out of 4222 in its category, while the one-year return is 44.07%, ranking 2285 out of 3813 [2]

Group 1 - The core viewpoint of the news is that Pengding Holdings has seen a significant stock price increase of 5.22%, reaching 60.69 CNY per share, with a total market capitalization of 140.68 billion CNY [1] - Pengding Holdings specializes in the design, research and development, manufacturing, and sales of various printed circuit boards, with its main revenue sources being communication boards (62.70%), consumer electronics and computer boards (31.60%), automotive/server boards (4.92%), and others (0.78%) [1] Group 2 - Nord Fund has a significant holding in Pengding Holdings, with the Nord Strategy Select Fund (007152) owning 35,100 shares, accounting for 4.65% of the fund's net value, making it the seventh largest holding [2] - The Nord Strategy Select Fund has achieved a year-to-date return of 28.91% and a one-year return of 42.98%, ranking 3046 out of 8244 and 3820 out of 8066 respectively [2] Group 3 - The fund manager of the Nord Strategy Select Fund, Hao Xudong, has a tenure of 10 years and has achieved a best fund return of 96.73% during his management period [3] - The other fund manager, Guo Jiting, has a tenure of 6 years with a best fund return of 34.89% during his management period [3]

Core Viewpoint - The company plans to issue H shares and list on the Hong Kong Stock Exchange to optimize its overseas business layout and diversify financing channels [1][4]. Group 1: H Share Issuance - The company is in discussions with relevant intermediaries regarding the H share issuance and listing, with details yet to be finalized [4]. - The H share issuance requires approval from the company's board and shareholders, as well as regulatory approvals from the China Securities Regulatory Commission and other relevant authorities, indicating significant uncertainty in the process [4]. Group 2: Financial Performance - For the first half of 2025, the company reported a revenue of 8.494 billion yuan, a year-on-year increase of 56.59%, and a net profit attributable to shareholders of 1.683 billion yuan, up 47.50% [4]. - The PCB business generated a revenue of 8.152 billion yuan, reflecting a year-on-year growth of 57.20%, although the gross margin decreased by 1.49 percentage points due to increased stock incentive costs and losses from the Thailand factory [4]. Group 3: Stock Performance - As of September 19, the company's stock closed at 75.9 yuan per share, with a cumulative increase of over 90% year-to-date [5].

Group 1 - The core viewpoint of the article is that Huizhou Zhongjing Electronics Technology Co., Ltd. is actively engaging with investors to discuss market demand, application fields, and project investments related to their products [1][3]. - The investor relations activity took place on September 19, 2025, and involved key company personnel including the General Manager, Secretary of the Board, and Chief Financial Officer [2]. - The company focuses on the research, production, and sales of printed circuit boards (PCBs), with products including rigid multilayer circuit boards (MPC) and high-layer count boards (HLC) [3]. Group 2 - The company aims to capitalize on industry opportunities by accelerating the ramp-up of production capacity at its new Zhuhai project and optimizing its product structure to enhance profitability [3]. - Some PCB products are applicable in data center fields, such as servers and storage devices, although specific client details cannot be disclosed due to confidentiality agreements [3]. - The investment scale for the first phase of the Thailand smart factory project is approximately 550 million yuan, and construction is actively progressing [3]. Group 3 - The company's PCB products are also applicable in the robotics sector [3]. - The company acknowledges that stock price fluctuations are influenced by various factors and emphasizes a focus on production and operations to solidify its fundamentals [3]. - Currently, the company has not provided PCB substrate services for AI chips to Huawei, as it primarily serves as a secondary supplier for mobile phones, tablets, and consumer electronics [3].

Group 1: Market Demand and Product Applications - The company focuses on the research, production, and sales of printed circuit boards (PCBs), including rigid multilayer PCBs (MPC), high-layer count boards (HLC), high-density interconnect boards (HDI), flexible circuit boards (FPC), flexible circuit board assemblies (FPCA), and rigid-flex boards (R-F) [1] - Emerging technologies such as artificial intelligence, next-generation networking, and automotive electronics are driving demand in related downstream application fields, prompting the company to accelerate capacity ramp-up of its Zhuhai project and optimize product structure [1] - The company’s PCB products can be applied in data center-related areas, including servers, storage devices, optical modules, and GPU accelerator cards [2] Group 2: Investment and Production Scale - The investment scale for the Thailand smart factory project (Phase I) is approximately 550 million yuan, with construction actively progressing [2] - The company is currently a secondary supplier to Huawei, primarily involved in mobile phones, tablets, and consumer electronics, but does not provide PCB substrates for Huawei's AI chips [2] Group 3: Stock Performance and Market Management - The company's stock price is currently at a lower level compared to peers, influenced by multiple factors, and the company encourages investors to view short-term market fluctuations rationally [2] - The company aims to strengthen communication with investors and enhance compliance information disclosure to share development achievements [2]

Group 1 - The company has reported revenue from industrial robotic arms in its 2024 annual report and 2025 semi-annual report [1] - Currently, the industrial robotic arms are primarily used in the printed circuit board production sector [1] - At this stage, the robotic arms are only utilized internally within the company's production bases and are not available for external sales [1]

9月19日，鹏鼎控股涨5.13%，截至发稿，报57.77元/股，成交17.07亿元，换手率1.31%，总市值1339.14 亿元。 截至发稿，郝旭东累计任职时间10年74天，现任基金资产总规模3.11亿元，任职期间最佳基金回报 95.99%， 任职期间最差基金回报-6.12%。 郭纪亭累计任职时间5年362天，现任基金资产总规模1.8亿元，任职期间最佳基金回报33.36%， 任职期 间最差基金回报23.35%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 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/服务器用板4.92%，其他(补充)0.78%。 从基金十大重仓股角度 数据显示，诺德基金 ...

Group 1 - The company, Jinlu Electronics (301282.SZ), has announced its capability in the research and development of thick copper PCB technology and has already commenced mass production [1]

Group 1 - The core viewpoint of the news is that Pengding Holdings experienced a stock price increase of 5.13% on September 18, reaching a price of 56.34 CNY per share, with a trading volume of 1.374 billion CNY and a turnover rate of 1.09%, resulting in a total market capitalization of 130.599 billion CNY [1] - Pengding Holdings, established on April 29, 1999, and listed on September 18, 2018, primarily engages in the design, research and development, manufacturing, and sales of various printed circuit boards. The revenue composition is as follows: 62.70% from communication boards, 31.60% from consumer electronics and computer boards, 4.92% from automotive/server boards, and 0.78% from other sources [1] Group 2 - Among the top ten circulating shareholders of Pengding Holdings, Huatai-PB Fund's Huatai-PB CSI 300 ETF (510300) increased its holdings by 993,500 shares in the second quarter, bringing its total to 12.4276 million shares, which accounts for 0.54% of the circulating shares. The estimated floating profit today is approximately 34.176 million CNY [2] - The Huatai-PB CSI 300 ETF (510300), managed by Liu Jun, was established on May 4, 2012, and currently has a total asset size of 374.704 billion CNY. Year-to-date returns are 18.19%, ranking 2916 out of 4222 in its category; one-year returns are 47.33%, ranking 2296 out of 3804; and since inception, the return is 111.48% [2][3]