格隆汇9月15日丨金禄电子(301282.SZ)在投资者互动平台表示，关于固态电池的商用时间，公司不予置 评，您可以查询各家动力电池厂商的说明。公司在《2025年半年度报告》主营业务分析中首次提及固态 电池，表述为"配合下游客户成功研制固态电池 BMS 用 PCB"，系对公司上半年产品开发的客观陈述； 后续在互动易平台就投资者对固态电池的相关提问，公司的回复表述为"目前固态电池尚未在电动汽车 上实现大规模量产，公司配合下游客户研制的固态电池BMS用PCB亦处于前期研制阶段，尚未大批量 量产""公司密切关注固态电池的技术发展和市场应用，积极进行产品适配""除传统动力电池厂商外，公 司亦积极寻求与固态电池新势力的合作""就公司已成功研制的固态电池BMS用PCB而言，其单位价值高 于公司已在大规模量产的动力电池BMS用PCB，固态电池的大规模量产和装机应用有利于配套PCB的需 求增长"。固态电池近期是资本市场的热点，部分动力电池上市公司股价呈现上涨态势，但公司在回复 投资者提问时并未提及任何固态电池客户名称，没有蹭相关个股的热度。综上所述，公司严格按照相关 规定履行信息披露义务，在互动易平台关于固态电池的回复均以事 ...

Group 1 - The core viewpoint of the news is that Kexiang Co., Ltd. has seen a significant increase in stock price, with a rise of 5.09% to 12.60 CNY per share, and a total market capitalization of 5.225 billion CNY [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 [1] - The company was established on November 2, 2001, and was listed on November 5, 2020 [1] Group 2 - The top circulating shareholder of Kexiang Co., Ltd. is a fund under Dazhong Fund, which has recently entered the top ten circulating shareholders with 1.636 million shares, accounting for 0.5% of circulating shares [2] - The Dazhong Zhongzheng 360 Internet + Index A fund has achieved a year-to-date return of 34.11% and a one-year return of 89.11%, ranking 1197 out of 4223 and 670 out of 3803 respectively [2] - The fund manager, Xia Gao, has a tenure of 10 years and 287 days, with the best fund return during this period being 216.29% [3] Group 3 - The Dazhong Zhongzheng 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 [4] - The estimated floating profit from this position is approximately 997,900 CNY [4]

Group 1 - The core point of the news is that Shengyi Electronics experienced a decline of 5.12% in its stock price, reaching 90.05 yuan per share, with a trading volume of 1.026 billion yuan and a turnover rate of 1.35%, resulting in a total market capitalization of 74.905 billion yuan [1] - Shengyi Electronics is located in Dongguan City, Guangdong Province, and was established on August 2, 1985. The company was listed on February 25, 2021, and its main business involves the research, development, production, and sales of various printed circuit boards [1] Group 2 - From the perspective of major fund holdings, one fund under Qianhai United Fund has a significant position in Shengyi Electronics. The Qianhai United Hongxin Mixed A Fund (002780) held 26,500 shares in the second quarter, accounting for 2.54% of the fund's net value, making it the ninth largest holding [2] - The Qianhai United Hongxin Mixed A Fund (002780) was established on November 30, 2016, with a latest scale of 40.8849 million yuan. Year-to-date, it has achieved a return of 31.17%, ranking 2513 out of 8246 in its category; over the past year, it has returned 51.22%, ranking 2968 out of 8054; and since inception, it has returned 230.18% [2] - The fund manager of Qianhai United Hongxin Mixed A is Zhang Yong, who has been in the position for 8 years and 170 days, with a total asset scale of 53.4791 million yuan. The best fund return during his tenure is 5.73%, while the worst is -36.87% [2]

Core Viewpoint - On September 12, Strongda Circuit experienced a decline of 1.83% with a trading volume of 152 million yuan, indicating a potential shift in investor sentiment towards the company [1]. Financing Summary - On the same day, Strongda Circuit had a financing buy-in amount of 18.40 million yuan, with a net financing purchase of 4.68 million yuan after 13.72 million yuan was repaid [1][2]. - The current financing balance stands at 155 million yuan, accounting for 9.01% of the circulating market value [2]. Company Overview - Strongda Circuit, established on May 31, 2004, is located in the Fuhai Street area of Bao'an District, Shenzhen, Guangdong Province. The company specializes in the research, production, and sales of PCBs (Printed Circuit Boards) [2]. - The main business revenue composition is 95.76% from printed circuit boards and 4.24% from other supplementary sources [2]. Financial Performance - For the period from January to June 2025, Strongda Circuit reported a revenue of 456 million yuan, reflecting a year-on-year growth of 17.25%. The net profit attributable to shareholders was 58.75 million yuan, showing a year-on-year increase of 4.87% [2]. Shareholder Information - As of June 30, 2025, the number of shareholders for Strongda Circuit was 15,300, which is an increase of 1.90% compared to the previous period. The average circulating shares per person decreased by 1.87% to 1,233 shares [2]. Dividend Information - Since its A-share listing, Strongda Circuit has distributed a total of 30.15 million yuan in dividends [3]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited and E Fund Reform Dividend Mixed Fund (001076) have exited the list of the top ten circulating shareholders [3].

融券方面，广合科技9月12日融券偿还1100.00股，融券卖出2000.00股，按当日收盘价计算，卖出金额 14.64万元；融券余量9700.00股，融券余额71.00万元，超过近一年90%分位水平，处于高位。 9月12日，广合科技跌2.66%，成交额7.56亿元。两融数据显示，当日广合科技获融资买入额7813.99万 元，融资偿还9016.00万元，融资净买入-1202.00万元。截至9月12日，广合科技融资融券余额合计5.69 亿元。 资料显示，广州广合科技股份有限公司位于广东省广州保税区保盈南路22号,香港铜锣湾希慎道33号利 园1期19楼1928室，成立日期2002年6月17日，上市日期2024年4月2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93.42%，其他(补充)6.58%。 融资方面，广合科技当日融资买入7813.99万元。当前融资余额5.68亿元，占流通市值的5.16%，融资余 额超过近一年80%分位水平，处于高位。 分红方面，广合科技A股上市后累计派现3.10亿元。 机构持仓方面，截止2025年6月30日，广合科技十大流通股东中，大摩数字经济混合A（ ...

Group 1 - The company, Siwei Fushi, announced a stock trading anomaly, with a cumulative closing price increase of over 30% over three consecutive trading days (September 10, 11, and 12, 2025) [1] - The company's controlling shareholder and actual controller have confirmed that there are no undisclosed significant events that should have been disclosed [1] - The company has noted the recent market interest in humanoid robots, servers, and optical modules, and has disclosed its production and operational status in these areas in the 2025 semi-annual report, including future development prospects and risks [1]

Group 1 - The core viewpoint of the article is that the company, Bomin Electronics, is currently producing printed circuit boards (PCBs) with a maximum of 68 layers and is continuously researching higher-layer PCB products [1] Group 2 - The company is actively engaged in the development of advanced PCB technology, indicating a commitment to innovation in the electronics industry [1] - The production capability of 68-layer PCBs positions the company competitively within the market, as higher-layer PCBs are often associated with enhanced performance and application in complex electronic devices [1]

Group 1 - Zhongfu Circuit experienced a stock price increase of 7.01%, reaching 47.47 CNY per share, with a trading volume of 599 million CNY and a turnover rate of 7.05%, resulting in a total market capitalization of 9.087 billion CNY [1] - The company, Shenzhen Zhongfu Circuit Co., Ltd., was established on March 12, 2004, and went public on August 12, 2021. Its main business involves the research, production, and sales of printed circuit boards [1] - The revenue composition of Zhongfu Circuit is primarily from printed circuit boards, accounting for 89.34%, while other supplementary sources contribute 10.66% [1] Group 2 - Among the top ten circulating shareholders of Zhongfu Circuit, a fund under E Fund Management, specifically E Fund New Emerging Growth Mixed Fund (000404), entered the top ten with 1.761 million shares, representing 0.92% of the circulating shares. The estimated floating profit for today is approximately 5.4766 million CNY [2] - E Fund New Emerging Growth Mixed Fund (000404) was established on November 28, 2013, with a latest scale of 3.325 billion CNY. Year-to-date returns are 65.76%, ranking 350 out of 8174 in its category; the one-year return is 96.49%, ranking 524 out of 7981; and since inception, the return is 555.9% [2]

Group 1 - The company has established PCB factories in Shenzhen, Wuxi, Nantong, and Thailand, with new capacity coming from technology upgrades and ongoing projects [2] - The Nantong Phase IV project, which started construction in September last year, aims to produce advanced PCBs for smart mobile terminals, AI vision, and spatial computing modules, creating a leading digital factory [2] - The total investment for the Thailand factory is 1.274 billion RMB, which will enhance the company's capabilities in high-layer and HDI PCB technologies, facilitating overseas market expansion [2] Group 2 - In the first half of the year, the company achieved total revenue of 10.453 billion RMB, a year-on-year increase of 25.63%, and a net profit of 1.36 billion RMB, up 37.75% [3] - The PCB business generated a main operating revenue of 6.274 billion RMB, reflecting a year-on-year growth of 29.21%, while the packaging substrate business reported 1.74 billion RMB, a 9.03% increase [3]

Group 1 - The company, Chongda Technology, has obtained NADCAP certification, allowing its PCB products to be used in the aerospace sector, including in satellite wing control devices [1] - Currently, the company's products are already being applied in the commercial aerospace field [1]