证券代码：002815 证券简称：崇达技术 公告编号：2025-036 崇达技术股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、公司担保事项概述 崇达技术股份有限公司（以下简称"公司"）因子公司深圳崇达多层线路板 有限公司（以下简称"深圳崇达"）、江门崇达电路技术有限公司（以下简称"江 门崇达"）日常生产经营需要，于 2025 年 8 月 12 日与汇丰银行(中国)有限公司 深圳分行（以下简称"汇丰银行深圳分行"）签署了《保证书》。 汇丰银行深圳分行分别为深圳崇达、江门崇达提供综合授信额度 15,000 万 元、20,000 万元，公司为这两家全资子公司本次授信业务提供全额信用保证。 会第十五次会议，以及 2025 年 5 月 9 日召开的 2024 年度股东会，审议通过了 《关于公司 2025 年度对子公司担保额度预计的议案》，同意公司分别为深圳崇 达、江门崇达提供不超过 147,000 万元、130,000 万元担保额度，该担保额度使 用有效期为股东会审议通过之日起十二个月内。 具体内容详见公司披露在巨潮资讯网上的《关于 2025 年度对 ...

Core Viewpoint - The company reported a revenue increase in the first half of 2025 but experienced a decline in net profit due to challenges in production capacity and product yield during the initial phase of operations in Thailand [2][8]. Group 1: Financial Performance - In the first half of 2025, the company achieved a revenue of 2.565 billion yuan, representing a year-on-year growth of 19.43% [2][8]. - The net profit attributable to shareholders was 196 million yuan, down 11.96% year-on-year, while the net profit after deducting non-recurring gains and losses was 184 million yuan, a decrease of 12.79% [8]. - In Q2 2025, the company reported a single-quarter revenue of 1.401 billion yuan, up 19.65% year-on-year, but the net profit attributable to shareholders fell by 24.61% to 83.57 million yuan [8]. Group 2: Market and Product Structure - The revenue in the first half of 2025 was primarily derived from sectors including servers, automotive electronics, base stations, switches, routers, PCs, storage, and consumer electronics [3]. - The company is focusing on optimizing its product and customer structure while expanding production capacity to achieve high-quality development [3]. Group 3: Production Capacity and Strategy - The company has established a global production capacity layout with core bases in Hunan, Guangdong, and Thailand, creating an efficient operational model that leverages the unique advantages of each location [4]. - A convertible bond issuance plan was announced on July 31, 2025, aiming to raise up to 1 billion yuan for high-end printed circuit board projects, which will enhance production capacity to meet growing customer demand [8]. Group 4: AI and Automotive Electronics - The company is actively expanding its presence in the AI server market, responding to high demand for high-performance printed circuit boards (PCBs) driven by global cloud service providers' capital expenditures [5]. - In the automotive electronics sector, the company is focusing on high-end products related to electric vehicles and autonomous driving, establishing long-term partnerships with well-known automotive brands and Tier 1 suppliers [6].

智通财经APP讯，鹏鼎控股(002938.SZ)发布2025年半年度报告，报告期内，公司实现营业收入163.75亿 元，同比增长24.75%。实现归属于上市公司股东的净利润12.33亿元，同比增长57.22%。实现归属于上 市公司股东的扣除非经常性损益的净利润11.49亿元，同比增长51.90%。基本每股收益0.53元。 ...

2025年8月11日，崇达技术(002815.SZ)在互动平台上对投资者表示，新建产能的投产节奏是公司基于市 场需求、战略规划及产能优化综合考量的结果，并非单纯由订单不足导致。珠海崇达二期项目中，珠海 二厂已于 2024 年 6 月试产，今年继续新增了高多层 PCB 板产能 6 万平米 / 月，主要应用于服务器等领 域，目前处于产能爬坡阶段。珠海三厂基建工程已完成，后续将根据市场需求适时启动生产。公司始终 坚持 "以销定产" 原则，新厂投产需经历设备调试、工艺优化及客户认证等流程，目前公司高多层板和 HDI板订单交期和产能较为紧张，公司将持续关注市场动态，灵活调整产能释放节奏，确保产能与订单 需求高效匹配。 ...

Core Viewpoint - The company has demonstrated significant growth in revenue and net profit for the first half of 2025, driven by successful market expansion in communications, AI, and server sectors [2][4]. Financial Performance - In H1 2025, the company achieved revenue of 2.305 billion yuan, a year-on-year increase of 43.06%, and a net profit attributable to shareholders of 87 million yuan, up 57.69% year-on-year [2][4]. - For Q2 2025, the company reported revenue of 1.353 billion yuan, a year-on-year increase of 41.69% and a quarter-on-quarter increase of 42.01%. The net profit for Q2 was 66 million yuan, reflecting a year-on-year increase of 46.21% and a quarter-on-quarter increase of 212.82% [2][4]. - The gross margin for H1 2025 improved by 1.4 percentage points to 11.53%, while the net margin increased by 0.35 percentage points to 3.78% [2][4]. Product Development - The company is successfully expanding its product range, particularly in high-speed copper-clad laminates, which have seen significant volume growth, especially in high-end products for AI servers [3][4]. - The company is actively pursuing domestic substitution in various types of copper-clad laminates and has achieved customer validation for some products in the HDI and IC substrate materials sectors [3][4]. - In the automotive materials sector, the company has developed various grades and types of materials for smart electric drives and autonomous driving, with product certifications progressing smoothly [3]. Capacity Expansion - The company is expanding its production capacity, with the Jiangxi N4-N5 factory reaching full production and the N6 factory adding two new production lines [4]. - The construction of a high-end electronic circuit substrate base in Nantong, Jiangsu, is underway, with the first smart factory for IC substrate materials beginning trial piling [4]. - The company is also planning overseas production bases, including a commercial land lease in Thailand [4]. Investment Outlook - The company maintains its profit forecasts for 2025-2027, expecting net profits of 264 million yuan, 520 million yuan, and 761 million yuan, respectively, with corresponding PE ratios of 40.1x, 20.4x, and 13.9x based on the closing price on August 8, 2025 [4]. - The PCB industry is experiencing favorable conditions, with increasing demand from AI and high-speed communication sectors, highlighting the structural demand for high-end products [4].

Group 1 - The core viewpoint of the article is that the relocation of Shenzhen Chongda's factory and the transfer of production personnel to Zhuhai is progressing smoothly and has not significantly impacted the company's overall production capacity [2] - The Shenzhen base continues normal production, indicating that the transition is being managed effectively without disruption to current operations [2] - The Zhuhai production base is equipped with high multi-layer product manufacturing capabilities and is gradually taking on high-tech demand orders, which enhances the company's competitiveness in the market [2] Group 2 - The capacity layout adjustment is part of the company's long-term strategic optimization aimed at better matching high-end market demands through the technological and efficiency advantages of the Zhuhai base [2] - The transition work is proceeding smoothly, which is expected to further solidify the company's capacity foundation in high value-added sectors [2]

Core Viewpoint - Xinqiang Electronics has received approval for its IPO application on the ChiNext board, with a focus on high-end printed circuit boards (PCBs) and a strong market position in the industry [2][4]. Financial Performance - Revenue projections for Xinqiang Electronics from 2022 to 2024 are 869 million yuan, 1 billion yuan, and 999 million yuan respectively [2]. - Net profit for the same period is expected to be 84.98 million yuan, 132 million yuan, and 168 million yuan respectively [2]. - Total assets as of December 31, 2024, are projected to be 1.111 billion yuan, with equity attributable to shareholders at 837.13 million yuan [3]. - The company's debt-to-asset ratio is expected to decrease from 38.49% in 2022 to 24.97% in 2024 [3]. - The basic and diluted earnings per share for 2024 are projected to be 0.37 yuan [3]. Corporate Governance - The actual controllers of Xinqiang Electronics are Yu Xiaozhang, Yu Wanling, and Yu Jinlu, who collectively hold 95.04% of the company's shares [3][4]. - Yu Xiaozhang has taken over as chairman and general manager from his father, Yu Jinlu, who founded the company [6]. - A unanimous action agreement has been signed among the family members to ensure decision-making consistency in shareholder meetings [6]. Management Changes - Chen Defu is set to take over as general manager on May 19, 2025, while Yu Xiaozhang will no longer hold this position [6][7].

记者了解到，在激烈的市场竞争中，目前沪电股份已经在技术、质量、成本、品牌、规模等方面形成竞 争优势，居行业领先地位，连续多年入选行业研究机构N.T.Information发布的世界PCB制造企业百强以 及中国印制电路行业协会(CPCA)发布的中国PCB百强企业，并被CPCA评为优秀民族品牌企业。截至 2020年6月底，公司总资产达86.87亿元、归属于上市公司股东的净资产54.33亿元。 因受新型冠状病毒肺炎疫情、宏观经济环境、贸易争端等因素影响，Prismark预测2020年全球PCB市场 整体需求依然疲软，但从中长期来看未来全球PCB行业仍将呈现缓慢增长的趋势。Prismark预测2019- 2024年全球PCB产值复合增长率约为4.3%，预计到2024年全球PCB产值将达到约758.46亿美元;2019- 2024年中国PCB产值复合增长率约为4.9%，预计到2024年中国PCB产值将达到约417.70亿美元。 从产品结构上看，全球PCB产业均在向高精度、高密度和高可靠性方向靠拢，不断提高性能、提高生产 效率，向专业化、规模化和绿色生产方向发展，以适应下游各电子设备行业的发展。 根据Prismark的预 ...

深圳市景旺电子股份有限公司 关于子公司使用募集资金临时补充 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603228 证券简称：景旺电子 公告编号:2025-087 债券代码：113669 债券简称：景23转债 2025年6月13日，珠海景旺已将用于临时补充流动资金的5,000.00万元募集资金归还至募集资金专用账 户，并及时将募集资金的归还情况通知了保荐机构及保荐代表人。 2025年8月7日，珠海景旺已将用于临时补充流动资金的5,000.00万元募集资金归还至募集资金专用账 户，并及时将募集资金的归还情况通知了保荐机构及保荐代表人。 截至本公告披露日，已归还临时补充流动资金的闲置募集资金金额为10,000.00万元，公司剩余临时补充 流动资金的10,000.00万元闲置募集资金将在到期之前归还，届时公司将及时履行信息披露义务。 特此公告。 深圳市景旺电子股份有限公司 董事会 2025年8月8日 流动资金提前归还的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、使用暂时闲置募集资金补充流动资金情况 深 ...

2024年1至12月份，金禄电子的营业收入构成为：PCB占比93.37%，其他业务占比6.63%。 （文章来源：每日经济新闻） 金禄电子（SZ 301282，收盘价：26.3元）8月7日晚间发布公告称，公司第三届第一次董事会会议于 2025年8月7日在广东省清远市高新技术开发区安丰工业园盈富工业区M1-0405A号地公司三楼会议室以 现场会议的方式召开。会议审议了《关于聘任董事会秘书的议案》等文件。 ...