Core Viewpoint - Jinlu Electronics (301282.SZ) has successfully developed and mass-produced PCB products for solid-state battery BMS and high-voltage electric drive applications, indicating strong advancements in their technology and product offerings [1] Group 1: Product Development - The company has collaborated with downstream clients to successfully develop PCB for solid-state battery BMS [1] - Mass production has been achieved for PCB products based on a 900V high-voltage architecture [1] - The company has successfully developed a 28-layer rigid board for data center applications [1] Group 2: Manufacturing Capabilities - The company has produced 22-layer composite substrates and 16-layer rigid-flex boards using copper paste sintering technology [1] - 16-layer high-speed rigid boards have been mass-produced for clients in the commercial aerospace and defense sectors [1] Group 3: Strategic Focus - The company's PCB products are accelerating upgrades in areas such as high frequency and high speed, multi-layer designs, special processes, and advanced HDI [1]

Core Viewpoint - The company has successfully developed and mass-produced various PCB products for solid-state battery BMS and high-voltage electric drive applications, indicating a strong focus on advanced technology and market expansion in data centers and aerospace sectors [1] Group 1: Product Development - The company has collaborated with downstream clients to successfully develop PCB for solid-state battery BMS [1] - Mass production has been achieved for 900V high-voltage electric drive PCB products [1] - The company has successfully developed a 28-layer rigid board for data center applications [1] Group 2: Manufacturing Techniques - The company has utilized copper paste sintering technology for the production of 22-layer composite substrates [1] - The company has also achieved mass production of 16-layer rigid-flex boards and 16-layer high-speed rigid boards [1] Group 3: Market Focus - The company's PCB products are being upgraded to focus on high frequency, high speed, high layer count, special processes, and advanced HDI [1] - The products are being delivered to clients in commercial aerospace and defense sectors [1]

澳弘电子公告称，公司第三届董事会第八次会议审议通过向不特定对象发行可转换公司债券相关议案。 本次拟发行可转债募集资金5.8亿元，发行数量58万手，每张面值100元，期限6年，自2025年12月11日 至2031年12月10日，票面利率逐年递增。该可转债向原股东优先配售，原股东优先配售后余额网上发 售。此外，董事会同意发行完成后申请可转债在上海证券交易所上市，拟开设募集资金专项账户并签订 监管协议。 ...

骏亚科技(603386)今日涨停，全天换手率26.53%，成交额14.15亿元，振幅18.12%。龙虎榜数据显示， 营业部席位合计净卖出5472.94万元。 上交所公开信息显示，当日该股因日振幅值达18.12%、日涨幅偏离值达9.48%、日换手率达26.53%上 榜，营业部席位合计净卖出5472.94万元。 骏亚科技12月8日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 1765.14 | | | 买二 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券 | 1650.95 | | | | 营业部 | | | | 买三 | 摩根大通证券(中国)有限公司上海银城中路证券营业部 | 1590.30 | | | 买四 | 国泰海通证券股份有限公司总部 | 1391.12 | | | 买五 | 东方财富证券股份有限公司山南香曲东路证券营业部 | 1341.61 | | | 卖一 | 甬兴证券有限公司宁波和源路证券营业部 | | ...

12月5日，由南方财经全媒体集团主办，21世纪数字传媒承办的南方财经论坛"21世纪卓越董事会年 会"在广州南方财经大厦盛大召开。 大会以"新蓝图，新机遇"为主题，鹏鼎控股副总经理周红发表了主旨演讲——PCB：AI时代的新基石， 深入解读了印制电路板（PCB）行业当前备受瞩目的原因及未来趋势。 其二，在消费电子领域，AI手机、AI眼镜、自动驾驶等端侧产品追求"轻薄短小"，推动PCB向更高精密 度和功能化发展。 其三，功能演变上，PCB正从单纯的连接和承载部件，向集成化方向发展，功能化趋势显著。 她指出，AI时代的算力爆发式增长，正强力驱动PCB产业进入一个需求远超以往任何时期的新阶段。 据周红介绍，每一代电子产品的迭代都曾驱动PCB需求发展，从家用电器、个人电脑到智能手机。而 2020年后，特别是AI时代的到来，将整个产业带入全新高度。 她认为，AI对PCB产品需求的拉动"一定是超过以往任何一个时代"。 AI算力爆发成核心驱动力 据周红分析，今年PCB行业在资本市场表现极为抢眼，其核心促发因素在于全球算力需求的井喷。 "今年以来PCB上市公司涨幅最高的达到了5倍以上，涨幅前五的公司都是跟AI算力相关的企业。"她 ...

每经AI快讯，强达电路（SZ 301628，收盘价：85.37元）12月5日晚间发布公告称，公司第二届第十一 次董事会会议于2025年12月5日在公司会议室以现场结合通讯表决方式召开。会议审议了《关于召开 2025年第二次临时股东会的议案》等文件。 2025年1至6月份，强达电路的营业收入构成为：印制电路板占比95.76%，其他业务占比4.24%。 截至发稿，强达电路市值为64亿元。 每经头条（nbdtoutiao）——秒光、售罄！银行大额存单成稀缺资源，2%以上产品很难抢，有的门槛高 达1000万元！专家：存款利率或长期下行 （记者 曾健辉） ...

格隆汇12月5日丨崇达技术(002815.SZ)在投资者互动平台表示，公司现有生产基地均正常运营，珠海三 厂高多层产线预计明年投产。 ...

近日该股表现 骏亚科技盘中涨停，已连收3个涨停板，截至9:25，该股报16.65元，换手率0.56%，成交量182.33万股， 成交金额3035.73万元，涨停板封单金额为7.98亿元。连续涨停期间，该股累计上涨33.09%，累计换手 率为8.98%。最新A股总市值达54.33亿元。 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.12.04 | 10.03 | 2.79 | 8292.69 | | 2025.12.03 | 9.99 | 5.63 | 3337.20 | | 2025.12.02 | -1.18 | 1.51 | 48.08 | | 2025.12.01 | 1.69 | 1.70 | 21.26 | | 2025.11.28 | 1.22 | 1.05 | -184.05 | | 2025.11.27 | 1.65 | 1.24 | -300.71 | | 2025.11.26 | -1.63 | 1.20 | -438.20 | | 2025.11.25 | 1.74 | 1.45 | - ...

Core Points - The company, Shiyun Circuit, announced the signing of a four-party supervision agreement for the special fund account related to its fundraising efforts [2] - The newly established special account will hold a total of 520 million yuan for the construction of a high-end, high-precision printed circuit board project in Thailand, with an annual production capacity of 1.2 million square meters [2] Summary by Category - **Company Announcement** - Shiyun Circuit has signed an agreement with Thailand Shiyun, Industrial and Commercial Bank of China (Thailand) Co., Ltd., and CITIC Securities as the sponsor [2] - The agreement pertains to the establishment of a special fund account for fundraising purposes [2] - **Project Details** - The funds will be allocated for the construction of the first phase of a new project in Thailand, specifically a green industrial park [2] - The project aims to produce 1.2 million square meters of high-end, high-precision printed circuit boards annually [2]

格隆汇12月4日｜骏亚科技发布异动公告，公司股票于2025年12月2日、12月3日、12月4日连续三个交易 日内日收盘价格涨幅偏离值累计达到20%，根据《上海证券交易所交易规则》的有关规定，属于股票交 易异常波动情形。公司主营业务为印制电路板（PCB）的研发、生产和销售及印制电路板的表面贴装 （SMT），公司产品包括刚性电路板、柔性电路板、刚柔结合板、高密度互联电路板和PCBA，应用领 域较为广泛。公司生产的PCB产品可用于人形机器人，但相关产品占公司营业收入比重很小，占公司营 业收入比重低于0.05%，不会对公司当期业绩产生重大影响。 ...