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]

南方科技创新混合A（007340）成立日期2019年5月6日，最新规模11.13亿。今年以来收益34.19%，同 类排名2407/8172；近一年收益61.59%，同类排名2307/7980；成立以来收益150.15%。 南方科技创新混合A（007340）基金经理为王博。 截至发稿，王博累计任职时间5年314天，现任基金资产总规模47.63亿元，任职期间最佳基金回报 88.62%， 任职期间最差基金回报-45.17%。 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。 9月18日，鹏鼎控股涨5.13%，截至发稿，报56.34元/股，成交13.74亿元，换手率1.09%，总市值1305.99 亿元。 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 ...

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 includes 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 - From the perspective of fund holdings, one fund under Anxin Fund has a significant position in Pengding Holdings. The Anxin Shenzhen Technology Index (LOF) A (167506) held 175,600 shares in the second quarter, accounting for 3.74% of the fund's net value, ranking as the ninth largest holding. The estimated floating profit today is approximately 482,900 CNY [2] - The Anxin Shenzhen Technology Index (LOF) A (167506) was established on December 6, 2019, with a current scale of 104 million CNY. Year-to-date returns are 50.07%, ranking 501 out of 4222 in its category; the one-year return is 131.36%, ranking 104 out of 3804; and since inception, the return is 79.44% [2]

Group 1 - The core viewpoint of the news highlights the recent performance of Xunji Technology, including a decline in stock price and significant changes in financing activities [1] - On September 17, Xunji Technology's stock fell by 3.70%, with a trading volume of 87.1464 million yuan [1] - The financing data indicates that on the same day, the company had a financing buy-in amount of 6.8365 million yuan and a financing repayment of 11.1736 million yuan, resulting in a net financing buy of -4.3371 million yuan [1] Group 2 - As of September 17, the total balance of margin trading for Xunji Technology was 130 million yuan, accounting for 4.33% of its market capitalization [1] - The financing balance is above the 70th percentile level over the past year, indicating a relatively high level [1] - In terms of securities lending, there were no shares repaid or sold on September 17, with a lending balance of 0.00 shares, which is at the 90th percentile level over the past year [1] Group 3 - As of June 30, the number of shareholders for Xunji Technology was 5,406, a decrease of 16.34% from the previous period [2] - The average circulating shares per person increased by 19.53% to 24,674 shares [2] - For the first half of 2025, Xunji Technology achieved an operating income of 292 million yuan, a year-on-year increase of 27.66%, while the net profit attributable to the parent company was -2.7661 million yuan, a decrease of 169.48% year-on-year [2] Group 4 - Since its A-share listing, Xunji Technology has distributed a total of 30.0128 million yuan in dividends, with 20.0085 million yuan distributed over the past three years [2] - As of June 30, 2025, Xunji Technology's top ten circulating shareholders saw the exit of Xin'ao New Energy Industry Stock A from the list [2]

Group 1: Company Overview and Strategy - The company focuses on differentiated product competition in the PCB sector, targeting high-end applications in communication devices, data centers, and automotive electronics [2] - The company emphasizes long-term sustainable benefits over short-term gains, aiming for balanced customer relationships to ensure steady growth in a changing market [2][3] Group 2: Market and Capital Expenditure - The demand for AI-driven servers and high-speed network infrastructure has led to increased capital expenditure, with approximately $1.388 billion spent on fixed assets and long-term assets in the first half of 2025 [4] - A planned investment of about $4.3 billion for a new AI chip-compatible high-end PCB production project is underway, expected to begin trial production in the second half of 2026 [4] Group 3: Competitive Landscape and Innovation - The development of AI and network infrastructure requires more complex and high-performance PCB products, presenting both growth opportunities and challenges for PCB companies [5] - Companies must accelerate investment in innovative areas and enhance technical capabilities to maintain competitiveness and respond quickly to market demands [5] Group 4: Thailand Factory Operations - The Thailand production base entered small-scale production in Q2 2025, gaining customer recognition in AI server and switch applications [6] - The successful operation of the Thailand facility is crucial for the company's overseas strategic layout, with expectations to achieve reasonable economic scale by the end of 2025 [7]

Group 1 - The core viewpoint of the article highlights that Chongda Technology (002815.SZ) is enhancing its global supply network through its factory in Thailand, which primarily serves overseas clients in the communication and server sectors [1] - The establishment of the Thailand factory aims to better respond to changes in the international trade environment and meet the demands of overseas customers [1]

Core Viewpoint - Chongda Technology (002815.SZ) has expanded its high multilayer PCB production capacity by 60,000 square meters per month at its Zhuhai Second Factory this year, with the Zhuhai Third Factory's infrastructure completed and set to commence production at an appropriate time [1] Group 1 - The overall production capacity utilization rate is approximately 85% [1] - The company is actively optimizing its order structure and enhancing cost control [1] - The construction of the Thailand factory is underway to improve competitiveness [1]

Group 1 - The core viewpoint of the article is that Chongda Technology (002815.SZ) maintains a strong partnership with Inspur, a significant customer in the server market [1] - The company provides server motherboards and other PCB products to Inspur, indicating a solid business relationship [1]