抓住AI浪潮、加码布局高端产能，正成为PCB（印制电路板）行业头部企业的共同举措。 11月17日晚间，生益电子（SH688183，股价93.40元，市值776.92亿元）公告宣布，拟定增不超过26亿 元投向人工智能计算HDI生产基地建设项目、智能制造高多层算力电路板项目等。 《每日经济新闻》记者注意到，生益电子是一家印制电路板（PCB）企业，于2021年2月上市，这是该 企业上市以来的首次股权再融资。此外，生益电子股价在今年取得较大增长，截至11月17日收盘，其年 内涨幅约140%。 PCB被誉为"电子产品之母"，主要由覆铜板（CCL）、铜箔、玻纤布、树脂等化学材料构成，伴随着AI 算力需求的井喷，PCB产业也搭上了AI的快车，相关公司业绩、股价大幅增长。 生益电子宣布定增扩产的背后，是不可忽视的行业扩产热潮，头部企业们纷纷宣布加码产能建设。据万 联证券统计，包括胜宏科技、深南电路、东山精密等公司均抛出扩产计划。 宣布定增26亿元扩产 市值超过700亿元的PCB行业龙头生益电子，在11月17日晚间抛出定增预案，拟向特定对象发行股票募 集资金总额不超过26亿元，扣除发行费用后的募集资金净额拟投资于人工智能计算H ...

据京沪深交易所披露，上周(10月27日-10月31日)3家企业上会，新增1家新受理企业；3家提交IPO注册 申请，2家IPO注册获通过，2家IPO终止；4只新股上市。 与此同时，本周(11月3日-11月7日)5家公司上会迎考，3只新股安排申购，1只新股上市。 一、IPO审核与注册进展 审3过3，泰金新能二次上会"过关" 上周，3家IPO首发上会获通过。其中，红板科技拟登陆沪市主板，泰金新能、江天科技分别拟在科创 板、北交所上市。 红板科技专注于印制电路板的研发、生产和销售，产品定位于中高端应用市场，广泛应用于消费电子、 汽车电子、高端显示、通讯电子等领域。据Canalys统计，2024年全球手机出货量为12.23亿台，全球前 十大智能手机品牌出货量约占94%，合计约11.50亿台。红板科技2024年为全球前十大手机品牌提供手 机HDI主板1.54亿件，据此测算，公司手机HDI主板供货量约占全球前十大手机品牌出货量的13%。 审议会议现场，上市委主要关注公司在所属行业的市场地位。要求红板科技结合行业竞争格局、公司产 品结构、市场地位业务规模、主要业务技术和研发成果、同行业可比公司等情况说明公司是否具有行业 代表 ...

| | | | 里位: | | --- | --- | --- | --- | | 序号 | 项目名称 | 项目总投资金额 | 拟投入募集资金金额 | | | 人工智能计算 HDI 生产基地建设项目 | 203,204.47 | 100,000.00 | | 2 | 智能制造高多层第力电路板项目 | 193,724.64 | 110,000.00 | | ਤੇ | 补充流动资金和偿还银行贷款 | 50,000.00 | 50,000.00 | | | 合计 | 446,929.11 | 260.000.00 | 智能制造高多层算力电路板项目预计总投资19.37亿元 ，拟使用募集资金11亿元，项目分两阶段建设，规划建设期合计30个月，第一阶段于第二年开始试生 产，至第三年达产；第二阶段于第三年开始试生产，至第四年达产。实施主体为吉安生益，地点位于江西省吉安市，拟建设生产高多层板，计划年产能70万平 方米。 据悉，AI算力需求的指数级增长有力地带动了AI服务器与数据中心市场规模的急剧扩张。其中，对HDI板的需求将格外突出。预计在未来五年，AI用HDI板将成 为PCB市场中增长最快的细分品类之一，尤其是4阶及以上的 ...

Core Viewpoint - Zhongfu Circuit reported a decrease in the number of shareholders, indicating a potential shift in investor sentiment and market dynamics [2] Shareholder Information - As of November 10, the number of shareholders for Zhongfu Circuit was 18,740, a decrease of 2,765 from the previous period (October 31), representing a decline of 12.86% [2] - This marks the second consecutive period of decline in the number of shareholders [2] Stock Performance - The closing price of Zhongfu Circuit on the reporting date was 68.26 yuan, reflecting an increase of 2.58% [2] - Since the concentration of shares began, the stock price has cumulatively increased by 22.35%, with 7 days of gains and 4 days of losses during this period [2] Financing Data - As of November 14, the margin trading balance for Zhongfu Circuit was 471 million yuan, with the financing balance also at 471 million yuan [2] - During the current concentration period, the financing balance increased by 16.36 million yuan, representing a growth of 3.60% [2] Financial Performance - For the first three quarters, Zhongfu Circuit achieved operating revenue of 1.355 billion yuan, a year-on-year increase of 29.80% [2] - The net profit for the same period was 27.85 million yuan, showing a year-on-year decline of 10.64% [2] - The basic earnings per share were 0.1500 yuan, with a weighted average return on equity of 1.98% [2]

Group 1: Market Trends - The pace of new listings has slowed, with 12 new private placement projects added in the last two weeks, a decrease of 10 projects compared to the previous period[2] - The number of terminated projects also decreased by 8, totaling 8 terminations in the same period[2] - The number of projects approved by the review committee increased by 5, totaling 12 approvals, while the number of projects registered by the CSRC decreased by 13, totaling 2 registrations[2] Group 2: Project Analysis - Fangzheng Technology plans to raise up to 1.98 billion CNY for an AI and high-density interconnect circuit board project, expected to generate an annual output value of approximately 2 billion CNY[2] - Deler Co. intends to acquire 100% of Aizhuo Technology and raise 0.83 billion CNY for smart upgrades, with the target company's valuation at 270 million CNY, reflecting a 203.33% increase[2][26] Group 3: Pricing and Discount Rates - The average base discount rate for the newly listed projects was approximately 14.34%, with a market price discount rate of 21.94% for the only competitive project listed in the last two weeks[30] - The average market price discount rate for two pricing projects was 48.99%[31] Group 4: Lock-up Period Returns - Among the three competitive projects that were unlocked, two had positive returns, with an average absolute return of 21.56% and an average excess return of -22.25%[42] - The average market price discount rate for these projects was 11.04%, indicating a slight increase from the previous period[42] Group 5: Risk Factors - Risks include slower-than-expected progress in private placement reviews, fluctuations in secondary market stock prices, and changes in the market environment for private placement pricing[49]

Core Viewpoint - Dongguan Investment Holding Group Co., Ltd. has transferred 100% equity of Dongguan Technology Innovation Investment Group Co., Ltd. through the Dongguan Municipal Government, indirectly acquiring a significant stake in Shengyi Technology [1] Summary by Relevant Categories Shareholding Structure - Dongguan Investment Holding Group Co., Ltd. now indirectly holds 323 million shares of Shengyi Technology, accounting for 13.29% of the total share capital [1] - Dongguan Technology Innovation Investment Group Co., Ltd. holds 7.0961 million shares, representing 0.29% of the total share capital [1] - Dongguan Science and Technology Capital Industry Development Investment Co., Ltd. owns 8.6921 million shares, which is 0.36% of the total share capital [1] - Dongguan Science and Technology Capital Investment Management Co., Ltd. possesses 4.5378 million shares, making up 0.19% of the total share capital [1] - The total shares held by these entities amount to 343 million shares, which is 14.13% of the total share capital [1]

Group 1: Market Trends - The pace of new public offerings has slowed, with 12 new projects added in the last two weeks, a decrease of 10 projects compared to the previous period[6] - The number of terminated projects also decreased by 8, totaling 8 terminations in the same period[6] - There are currently 624 projects in the normal review stage, with 67 projects having passed the review and registration, an increase of 10 projects[6] Group 2: Project Analysis - Fangzheng Technology plans to raise up to 1.98 billion CNY for an AI and high-density interconnect circuit board project, expected to generate an annual output value of approximately 2 billion CNY[23] - Deler Co. intends to acquire 100% of Aizhuo Technology and raise 83 million CNY for smart upgrades, with the target company's valuation at 270 million CNY, reflecting a 203.33% increase[25] Group 3: Fundraising and Pricing - In the last two weeks, three projects were listed, raising a total of 786 million CNY, a 96.47% decrease from the previous period[30] - The average market price discount rate for two fixed-price projects was 48.99%[31] - The average bid premium rate for Changbai Mountain was 9.27%, with a bid success rate of 77.78%[38] Group 4: Unlocking Gains - Among three newly unlocked bidding projects, 66.67% had positive returns, a decrease of 33.33 percentage points from the previous period[42] - The average absolute return on the unlocking day for these projects was 21.56%, marking a decline of 6.09 percentage points[42] - For four fixed-price projects, the average absolute return on the unlocking day was 92.33%, with a 100% success rate[46] Group 5: Risk Factors - Risks include slower-than-expected review progress, fluctuations in secondary market stock prices, and changes in the market environment for fundraising bids[48]

（文章来源：证券日报） 证券日报网讯金禄电子11月17日在互动平台回答投资者提问时表示，公司暂未涉及先进封装领域。 ...

（文章来源：证券日报） 证券日报网讯金禄电子11月17日在互动平台回答投资者提问时表示，公司PCB可应用于智能电网领域， 暂未应用于风电领域。 ...

Group 1 - The company, Shengyi Electronics (688183.SH), has disclosed a plan to issue A-shares to specific investors in 2025, targeting no more than 35 individuals [1] - The issuance price will be set at no less than 80% of the average trading price of the company's shares over the 20 trading days prior to the pricing date, which is the first day of the issuance period [1] - The total number of shares to be issued will not exceed 15% of the company's total share capital before the issuance, amounting to a maximum of 125 million shares [1] Group 2 - The total funds raised from this issuance are expected to be no more than 2.6 billion RMB, which will be used for various projects including the construction of an AI computing HDI production base and a smart manufacturing high-multilayer computing circuit board project [1] - The net proceeds after deducting issuance costs will also be allocated to supplement working capital and repay bank loans [1]