沪电股份公告称，公司第八届董事会第十二次会议审议通过对外投资议案。为落实战略规划，推动前沿 技术研发与产业化，公司计划在常州市金坛区投资设立注册资本1亿美元的全资子公司，实施"高密度光 电集成线路板项目"，总投资3亿美元，分两期进行，一期投资1亿美元，二期视情况投资2亿美元。项目 全部达产后，预计年新增产能130万片、营业收入20亿元。不过，该预计不构成业绩承诺，项目实施存 在风险。 ...

澳弘电子公告称，公司于2025年12月11日发行580万张可转换公司债券，募集资金总额5.8亿元，净额 5.74亿元。2026年1月12日，公司、保荐机构国金证券及相关银行，与全资子公司常州海弘电子、 ELITE PROSPECT SINGAPORE PTE.LTD.、澳弘电子（泰国）分别签署《募集资金专户存储四方监管 协议》，新增多个募集资金专户，截至1月12日各专户余额均为0。协议对资金使用、监管等作出详细规 定。 ...

1月12日，迅捷兴盘中下跌2.07%，截至09:48，报19.36元/股，成交2303.06万元，换手率0.88%，总市值 25.82亿元。 迅捷兴今年以来股价涨13.02%，近5个交易日涨9.38%，近20日涨5.10%，近60日跌1.22%。 资料显示，深圳市迅捷兴科技股份有限公司位于广东省深圳市宝安区沙井街道南环路446号星展广场1栋 A座24楼，成立日期2005年8月19日，上市日期2021年5月11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95.34%，其他(补充)4.66%。 迅捷兴所属申万行业为：电子-元件-印制电路板。所属概念板块包括：微盘股、小盘、医疗器械、工业 互联网、车联网（车路云）等。 截至9月30日，迅捷兴股东户数5784.00，较上期增加6.99%；人均流通股23061股，较上期减少6.54%。 2025年1月-9月，迅捷兴实现营业收入4.88亿元，同比增长40.48%；归母净利润-1627.20万元，同比减少 1244.32%。 分红方面，迅捷兴A股上市后累计派现3001.28万元。近三年，累计派现2000.85万元。 责任编辑：小浪快报 ...

（编辑 袁冠琳） 证券日报网讯 1月11日，沪电股份在互动平台回答投资者提问时表示，原物料供应的稳定性和价格走势 会影响公司未来生产的稳定性和盈利能力，公司通过技术工艺创新、产品结构优化，提高客户合作深度 等多种手段将原材料价格上涨的压力予以转移或化解。 ...

Group 1: Company Overview and Financial Performance - Jinlu Electronics specializes in the research, production, and sales of printed circuit boards (PCBs), focusing on the automotive electronics sector since 2016, particularly in the new energy vehicle market [2][3] - In the first three quarters of 2025, the company achieved a revenue of CNY 146,170.75 million, representing a year-on-year growth of 25.55%, and a net profit attributable to shareholders of CNY 6,145.79 million, with a growth of 7.93% [2] Group 2: Production Capacity and Utilization - As of the end of 2024, the company has a production capacity of 700,000 square meters across its two main production bases in Guangdong and Hubei, with plans to add a new base in Sichuan [3] - The current capacity utilization rate is high, particularly in the Qingyuan base, which has been operating at full capacity, while the Hubei base has reached expected utilization levels after ramping up [3] Group 3: Market Dynamics and Customer Structure - The company is experiencing a shift in customer structure, reducing reliance on trading customers and expanding its client base in the automotive sector, including vehicle manufacturers and Tier 1 suppliers [4] - The visibility of orders is currently around 1-2 months, influenced by the customized nature of products and fluctuations in raw material prices [3] Group 4: Raw Material Costs and Strategies - Rising prices of key raw materials, such as copper and gold, have increased procurement costs, impacting profit margins; the company is negotiating price adjustments with clients and optimizing product structures to mitigate these effects [5] - If raw material prices continue to rise significantly, the inability to fully pass on costs to customers may further erode profits [5] Group 5: Future Market Outlook - The penetration rate of new energy vehicles in China is expected to reach or approach 50% by 2025, with the "three electric systems" being major contributors to growth during the 14th Five-Year Plan [9] - The promotion of advanced intelligent driving and smart cockpits, driven by AI, is anticipated to be a new growth driver for the automotive PCB market in the upcoming 15th Five-Year Plan [9]

Core Viewpoint - The company anticipates that the main factors affecting its net profit growth in the first three quarters of 2025 will be rising raw material prices and reduced foreign exchange gains, alongside increased investments in R&D and marketing [1] Group 1: Financial Performance - The company is facing challenges in net profit growth due to rising raw material costs and decreased foreign exchange income [1] - Increased investments in research and development, as well as marketing, are expected to impact profitability in the near term [1] Group 2: Strategic Initiatives - The company plans to deepen its large customer strategy to enhance the share of high-end products [1] - There is a focus on exploring new products and technologies, particularly in high-value areas such as intelligent driving, smart cockpits, vehicle electronics, and wireless communication [1] Group 3: Operational Efficiency - The company aims to improve operational efficiency and gross margin through refined management, process optimization, and cost control measures [1]

Core Viewpoint - The company is actively monitoring raw material price changes and is enhancing collaboration with downstream suppliers to ensure stable supply and manage inventory effectively [2] Group 1: Company Strategies - The company is focusing on technological upgrades to optimize product structure and develop high value-added products [2] - The company aims to improve production efficiency through refined management practices to mitigate risks associated with rising raw material prices [2] - In response to increased product costs due to raw material price hikes, the company plans to communicate and negotiate cost impacts with clients based on long-term partnerships [2]

证券日报网讯1月9日，崇达技术（002815）在互动平台回答投资者提问时表示，公司珠海三厂原计划预 计在2026年第一季度开始试产。目前该厂尚未投产，公司将根据战略规划与市场需求适时启动运营。 ...

（记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：公司前面提到"公司PCB产品可应用于商业航天领域， 例如卫星等设备的机翼起落控制装置。公司已通过国际通行的NADCAP认证，产品目前已有实际应 用。"请问：1、公司如何看地商业航天这个行业的发展前景？2、如今商业航天在国内外政策如火如荼 催化以及大力发展的情况下，公司有没计划抓住时代的机遇相应加大在商业航天领域的研发和业务投 入？谢谢！ 崇达技术（002815.SZ）1月9日在投资者互动平台表示，公司持续关注商业航天领域的动态。目前，公 司已具备国际NADCAP认证，航空航天领域供应的PCB产品主要应用在影音娱乐、座椅、机翼起落控 制装置等上。公司会结合市场需求与自身条件，评估和把握相关的业务发展机会。感谢您的关注。 ...

相关报告：智研咨询发布的《2026-2032年中国印制电路板（PCB）行业市场运营格局及竞争战略分析 报告》 根据中国海关数据显示：2025年11月中国印刷电路进口数量为26亿块，同比下降9.1%，进口金额为6.29 亿美元，同比下降5.1%，2025年11月中国印刷电路出口数量为52亿块，同比增长40.3%，出口金额为 22.82亿美元，同比增长29.5%。 近一年中国印刷电路出口情况统计图 数据来源：中国海关，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 近一年中国印刷电路进口情况统计图 数据来源：中国海关，智研咨询整理 ...