印制电路板
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景旺电子获融资买入1.92亿元,近三日累计买入6.47亿元
Jin Rong Jie· 2025-08-02 01:04
Core Viewpoint - The financing activities of Jingwang Electronics indicate a significant level of trading interest, with notable fluctuations in both buying and selling over recent days [1] Financing Activities - On August 1, Jingwang Electronics recorded a financing buy amount of 192 million yuan, ranking 66th in the two markets, while the financing repayment amount was 279 million yuan, resulting in a net sell of approximately 86.95 million yuan [1] - Over the last three trading days, from July 30 to August 1, the financing buy amounts were 215 million yuan, 240 million yuan, and 192 million yuan respectively, showing a consistent interest in the stock [1] Securities Lending - On the same day, the securities lending activity showed a sell of 0.01 thousand shares, while there was a net buy of 2.75 thousand shares, indicating a positive sentiment towards the stock in the lending market [1]
奥士康拟加码投资高端PCB产能 聚焦AI服务器与新能源汽车赛道
Zheng Quan Ri Bao Zhi Sheng· 2025-08-01 06:06
本报记者 肖伟 7月31日晚间,奥士康科技股份有限公司(以下简称"奥士康")披露可转债发行预案,公司拟向不特定 对象发行总额不超过10亿元的可转换公司债券,扣除发行费用后全部用于"高端印制电路板项目"(以下 简称"高端PCB项目")。这一动作标志着公司在AI服务器、汽车电子等新兴领域的产能布局进入加速 期。 湖南大学经济与贸易学院副院长曹二保教授向《证券日报》记者提供了一组数据:"从市场规模来看, 2025年全球PCB市场销售金额预计达968亿美元,中国占比超57%,已成为核心增长极。从细分领域来 看,AI服务器、汽车电子等高端应用表现尤为突出。其中,AI服务器PCB价格是传统服务器PCB价格的 300%,2026年相关市场空间预计突破490亿元;汽车电子PCB受益于智能驾驶渗透率提升,2025年全球 市场规模有望突破180亿美元,年复合增长率超10%。" 奥士康已为上述市场做好充分的技术储备。公司拥有高精度阻抗控制、跨层盲孔等六大核心技术,其中 高厚径比微钻技术、高速PCB混压工艺等已通过国内通信、人工智能、电动汽车等行业头部客户认证。 前述分析师向《证券日报》记者补充称:"奥士康此次可转债发行是其深耕高端 ...
8月1日早间重要公告一览
Xi Niu Cai Jing· 2025-08-01 04:22
Group 1: Qingdao Bank - Qingdao Bank reported a net profit of 3.065 billion yuan for the first half of 2025, representing a year-on-year increase of 16.05% [1] - The bank achieved an operating income of 7.662 billion yuan, up 7.50% year-on-year [1] - Established in November 1996, Qingdao Bank primarily provides deposit, loan, and payment services [1] Group 2: Fuanna - Fuanna plans to repurchase shares worth between 55.85 million yuan and 104 million yuan, with a maximum repurchase price of 11 yuan per share [1] - The repurchased shares will be used for employee stock ownership plans or equity incentive plans [1] - Founded in August 1994, Fuanna specializes in the research, design, production, and sales of textile home products [1] Group 3: Zhengdan Co., Ltd. - Zhengdan Co., Ltd. reported a net profit of 630 million yuan for the first half of 2025, a significant year-on-year increase of 120.35% [1] - The company achieved an operating income of 1.429 billion yuan, up 3.37% year-on-year [1] - The company plans to distribute a cash dividend of 3 yuan per 10 shares [1] Group 4: Huilv Ecology - Huilv Ecology's subsidiary plans to increase its investment in a light module production base from 200 million yuan to 800 million yuan [3] - The project will be constructed in phases in the Ezhou Airport Economic Zone, focusing on production facilities and high-end optical communication equipment [3] - Established in January 1990, Huilv Ecology provides a full range of services in landscape engineering and design [3] Group 5: Shandong Highway - Shandong Highway plans to participate in a capital increase project for Weihai Bank, with a total fundraising of up to 3 billion yuan [5] - The company intends to subscribe to no more than 106 million shares at a price of 3.29 yuan per share [5] - Founded in November 1999, Shandong Highway focuses on investment and operation of transportation infrastructure [5] Group 6: Aoshikang - Aoshikang plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [6] - The bonds will have a maturity of six years [6] - Established in May 2008, Aoshikang specializes in the research, production, and sales of high-density printed circuit boards [6] Group 7: Darui Electronics - Darui Electronics intends to acquire 80% of Weisi Technology for a total of 1.34 billion yuan [7] - The acquisition includes a capital increase of 30 million yuan for Weisi Technology [7] - Founded in September 2003, Darui Electronics focuses on the development and production of consumer electronic components [7] Group 8: Wanhu Chemical - Wanhu Chemical's shareholder plans to reduce their stake by up to 0.54%, equating to a maximum of 17 million shares [8] - The reduction is due to the shareholder's personal financial needs [8] - Established in December 1998, Wanhu Chemical specializes in polyurethane and fine chemicals [8] Group 9: Changhua Chemical - Changhua Chemical plans to raise up to 230 million yuan through a private placement for a carbon dioxide polyether project [10] - The total investment for the project is 743 million yuan [10] - Founded in October 2010, Changhua Chemical focuses on the research, production, and sales of polyether products [10] Group 10: New Aluminum Era - New Aluminum Era plans to invest at least 500 million yuan in a project to produce 800,000 lightweight high-strength automotive components [11] - The company will also invest in an aluminum alloy recycling project in Chongqing [11] - Established in December 2015, New Aluminum Era specializes in the development and production of aluminum components for electric vehicle battery systems [11] Group 11: Oriental Yuhong - Oriental Yuhong reported a net profit of 564 million yuan for the first half of 2025, a year-on-year decrease of 40.16% [12] - The company achieved an operating income of 13.569 billion yuan, down 10.84% year-on-year [12] - The company plans to distribute a cash dividend of 9.25 yuan per 10 shares [12] Group 12: Yisheng Co., Ltd. - Yisheng Co., Ltd. reported a net profit of 6.1551 million yuan for the first half of 2025, a significant year-on-year decrease of 96.64% [13] - The company achieved an operating income of 1.321 billion yuan, down 3.98% year-on-year [13] - The company plans to distribute a cash dividend of 1.5 yuan per 10 shares [13] Group 13: Guangzhou Port - Guangzhou Port expects to complete a cargo throughput of 50.233 million tons in July, a year-on-year increase of 3.1% [14] - The port anticipates a container throughput of 2.272 million TEUs in July, up 1.2% year-on-year [14] - Established in December 2010, Guangzhou Port provides comprehensive services including cargo handling and logistics [14] Group 14: Tibet Tourism - Tibet Tourism announced it may apply for a trading suspension if significant stock trading anomalies continue [16] - The company's stock has seen a cumulative increase of 135.98% over nine consecutive trading days [16] - Founded in June 1996, Tibet Tourism focuses on tourism services and related businesses [16] Group 15: Jiayao Co., Ltd. - Jiayao Co., Ltd. announced a plan to reduce its stake by up to 4.95%, equating to a maximum of 5.5715 million shares [18] - The reduction is due to the shareholders' management needs [18] - Established in August 1999, Jiayao Co., Ltd. specializes in the research, production, and sales of wet wipes [18] Group 16: Heyuan Gas - Heyuan Gas plans to reduce its stake by up to 2%, equating to a maximum of 2.1124 million shares [19] - The reduction will occur through both centralized bidding and block trading [19] - Founded in November 2003, Heyuan Gas focuses on the research, production, and sales of various gas products [19] Group 17: Dalian Friendship - Dalian Friendship announced that its controlling shareholder reached a settlement agreement regarding a litigation case [4] - The controlling shareholder plans to inform the company upon receiving the court's ruling [4] - Established in July 1992, Dalian Friendship primarily operates in retail, hospitality, and real estate [4] Group 18: Daxin City - Daxin City plans to privatize and delist, with a total repurchase amount of approximately 2.932 billion HKD [20] - The repurchase will involve 4.73 billion shares at a price of 0.62 HKD per share [20] - Founded in October 1993, Daxin City focuses on real estate development and management [20] Group 19: *ST Taihe - *ST Taihe announced that a shareholder's shares have been judicially frozen due to a contractual dispute [21] - The frozen shares account for 10.56% of the total share capital [21] - Established in December 2010, *ST Taihe focuses on water environment ecological construction and maintenance [21] Group 20: Qianli Technology - Qianli Technology's subsidiary plans to transfer technology intellectual property for 345 million yuan [22] - The transaction involves a project technology transfer agreement with Ningbo Geely Automotive Research Institute [22] - Founded in December 1997, Qianli Technology specializes in the research, production, and sales of passenger vehicles and motorcycles [22]
奥士康拟发不超10亿可转债 实控人年初套现1.37亿
Zhong Guo Jing Ji Wang· 2025-08-01 02:49
Group 1 - The company Aoshikang (002913.SZ) plans to issue convertible bonds to unspecified investors, with a total fundraising amount not exceeding RMB 100 million, which will be used for high-end printed circuit board projects [1][2] - The convertible bonds will have a maturity period of six years and will be issued at a face value of RMB 100 each [1] - The initial conversion price for the bonds will be determined based on the average trading price of the company's A-shares over the 20 trading days prior to the announcement [1] Group 2 - The total investment for the high-end printed circuit board project is approximately RMB 182 million, with RMB 100 million expected to be raised from the bond issuance [3] - The issuance will prioritize existing shareholders, who have the right to waive their priority subscription [3] - The bonds will not be guaranteed, and a credit rating report will be obtained from a qualified rating agency [3] Group 3 - In the first quarter of 2025, the company reported revenue of RMB 1.164 billion, a year-on-year increase of 19.16%, and a net profit attributable to shareholders of RMB 112 million, a slight increase of 0.61% [7][8] - The net profit excluding non-recurring gains and losses was RMB 108 million, reflecting a year-on-year growth of 6.22% [8] - The net cash flow from operating activities reached RMB 97 million, up 29.86% compared to the previous year [8]
威尔高获融资买入0.61亿元,近三日累计买入1.68亿元
Jin Rong Jie· 2025-08-01 01:08
本文源自:金融界 7月31日,沪深两融数据显示,威尔高获融资买入额0.61亿元,居两市第723位,当日融资偿还额0.68亿 元,净卖出721.96万元。 最近三个交易日,29日-31日,威尔高分别获融资买入0.58亿元、0.49亿元、0.61亿元。 融券方面,当日融券卖出0.00万股,净卖出0.00万股。 作者:智投君 ...
奥士康股价下跌1.76% 拟发行10亿元可转债扩产高端PCB
Jin Rong Jie· 2025-07-31 18:23
Group 1 - The core business of the company is the research, production, and sales of high-precision printed circuit boards, which are widely used in automotive electronics, AIPC, data centers, and servers [1][1] - On July 31, the company announced plans to issue convertible bonds to unspecified investors, raising up to 1 billion yuan for high-end printed circuit board projects, with a total investment of 1.82 billion yuan [1][1] - The funds will be used to expand the production capacity of high-density interconnect boards and high-layer boards, enhance equipment capabilities, and innovate production technologies and processes [1][1] Group 2 - On July 31, the company's stock closed at 39.65 yuan, down 1.76% from the previous trading day, with a trading volume of 123,900 hands and a transaction amount of 496 million yuan [1][1] - On the same day, the net inflow of main funds into the company was 28.13 million yuan, accounting for 0.27% of the circulating market value [1][1]
奥士康: 向不特定对象发行可转换公司债券预案
Zheng Quan Zhi Xing· 2025-07-31 16:38
证券代码:002913 证券简称:奥士康 奥士康科技股份有限公司 向不特定对象发行可转换公司债券 释 义 本预案中,除非文义另有所指,下列简称特指如下含义: 释义项 指 释义内容 发行人、公司、 指 奥士康科技股份有限公司 预案 二〇二五年七月 声 明 一、公司及董事会全体成员保证本预案内容真实、准确、完整,并确认不存 在虚假记载、误导性陈述或重大遗漏。 二、本次向不特定对象发行可转换公司债券完成后,发行人经营与收益的变 化,由公司自行负责;因本次向不特定对象发行可转换公司债券引致的投资风险, 由投资者自行负责。 三、本预案是公司董事会对本次向不特定对象发行可转换公司债券的说明, 任何与之相反的声明均属不实陈述。 四、投资者如有任何疑问,应咨询自己的股票经纪人、律师、专业会计师或 其他专业顾问。 五、本预案所述事项并不代表审批机关对于本次向不特定对象发行可转换公 司债券相关事项的实质性判断、确认、批准、核准或注册,本预案所述本次向不 特定对象发行可转换公司债券相关事项的生效和完成尚待公司股东会审议及深 圳证券交易所发行上市审核并经中国证券监督管理委员会同意注册。 奥士康 印制电路板(Printed Circu ...
奥士康: 第四届董事会第七次会议决议公告
Zheng Quan Zhi Xing· 2025-07-31 16:26
证券代码:002913 证券简称:奥士康 公告编号:2025-049 奥士康科技股份有限公司 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、董事会会议召开情况 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司证券发行注册 管理办法》等法律法规及规范性文件的规定,公司董事会对公司的实际情况进行了逐项 自查和论证,认为公司各项条件满足现行法律法规和规范性文件中关于深圳证券交易所 主板上市公司向不特定对象发行可转换公司债券的有关规定,具备向不特定对象发行可 转换公司债券(以下简称"本次发行")的条件。 本议案已经公司董事会审计委员会、独立董事专门会议审议通过。 表决结果:8 票同意,0 票反对,0 票弃权。 本议案尚需提交股东会审议。 (二)逐项审议通过《关于公司向不特定对象发行可转换公司债券方案的议案》 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司证券发行注册 管理办法》等法律法规的规定,结合公司的实际情况,经研究,拟向不特定对象发行可转 换公司债券,具体方案如下: 本次发行证券的种类为可转换为公司 A 股股票的可转换公司债券 ...
4.9亿元定增扩产 本川智能效益风险不容忽视
Guo Ji Jin Rong Bao· 2025-07-31 16:01
Core Viewpoint - Benchuan Intelligent plans to issue convertible bonds to raise up to 490 million yuan for expanding production capacity and optimizing industrial layout [2][6]. Group 1: Fundraising and Investment Plans - The company intends to issue convertible bonds with a six-year term and a face value of 100 yuan each, which has been accepted by the Shenzhen Stock Exchange [2]. - The raised funds will primarily be used for the construction of two production bases: a 300,000 square meter intelligent circuit product production project in Zhuhai and a printed circuit board production base in Thailand, with the remaining funds allocated for working capital [2][7][8]. - The two investment projects are expected to add a combined annual production capacity of 550,000 square meters, addressing the capacity bottleneck amid increasing orders [9]. Group 2: Financial Performance - In 2023, the company faced a downturn due to declining downstream market demand and rising raw material prices, resulting in a net loss of 6.7393 million yuan after excluding non-recurring gains and losses [4]. - The company anticipates a recovery in 2024, projecting a net profit of 16.9704 million yuan after excluding non-recurring items, marking a turnaround from the previous year's losses [4]. Group 3: Previous Investment Performance - The company's previous IPO fundraising project, aimed at expanding production capacity, has raised concerns as it underperformed expectations, achieving only 12.2741 million yuan and 16.7426 million yuan in 2023 and 2024, respectively, compared to the feasibility study's projections [10]. - The company attributes this underperformance to a prolonged capacity ramp-up period, rising fixed costs, industry downturns, and declining product prices, indicating a cautious approach to market changes [10].
4.9亿元定增扩产,本川智能效益风险不容忽视
Guo Ji Jin Rong Bao· 2025-07-31 15:59
Core Viewpoint - Jiangsu Benchuan Intelligent Circuit Technology Co., Ltd. plans to issue convertible bonds to raise up to 490 million yuan for production base construction and working capital [1] Group 1: Fundraising and Projects - The company intends to use the raised funds primarily for two production bases: a 300,000 square meter intelligent circuit product production project in Zhuhai and a PCB production base in Thailand [1][4] - The total new annual production capacity from these projects is expected to reach 550,000 square meters, addressing capacity bottlenecks amid increasing orders [5] Group 2: Financial Performance - The company experienced significant financial volatility, with a net profit of -6.7393 million yuan in 2023 due to declining market demand and rising raw material costs [1] - In 2024, the company is projected to recover, achieving a net profit of 16.9704 million yuan, marking a turnaround [1] Group 3: Previous Investment Performance - The company's previous IPO fundraising project, aimed at expanding production capacity, has underperformed, generating only 12.2741 million yuan and 16.7426 million yuan in 2023 and 2024, respectively, below expected returns [6] - The company has acknowledged risks associated with the new fundraising projects, including potential underperformance and capacity absorption challenges [6]