【导读】博敏电子终止收购奔创电子，将收回已支付的2800万元定金及利息 中国基金报记者 庄佳 7月11日晚间，博敏电子股份有限公司（证券代码：603936，简称博敏电子）发布公告，宣布终止对梅州市奔创电子有限公司（以 下简称奔创电子）86.8535%股权的收购计划。 博敏电子表示，原收购计划旨在通过整合奔创电子的资源提高公司外协服务采购的效率及品质，降低外协采购的成本。但交易双方 未能就主要交易条款达成共识，故终止本次收购。 主要交易条款未达成共识 博敏电子此次终止的收购计划始于2024年9月20日。当时，博敏电子与奔创电子董事长熊冬梅签署《收购框架协议》，拟以现金不 超过2.5亿元收购奔创电子86.8535%的股权。若收购事项完成，博敏电子将持有奔创电子100%的股权，奔创电子将成为公司的全资 子公司。 据了解，奔创电子成立于2007年，是梅州地区少数具备HDI板全制程能力的厂商。 博敏电子创立于1994年，公司以生产印制电路板（PCB）为主，拥有深圳、梅州、江苏三大生产基地。特色产品主要有HDI板、高 多层板、微波高频板、厚铜板、金属基/芯板等，可广泛应用于通讯设备、医疗器械、检测系统、航空航天等领域。 ...

【导读】博敏电子终止收购奔创电子，将收回已支付的 2800 万元定金及利息 中国基金报记者 庄佳 7 月 11 日晚间，博敏电子股份有限公司（证券代码： 603936 ，简称博敏电子）发布公 告，宣布终止对梅州市奔创电子有限公司（以下简称奔创电子） 86.8535% 股权的收购计 划。 博敏电子表示，原收购计划旨在通过整合奔创电子的资源提高公司外协服务采购的效率及品 质，降低外协采购的成本。但交易双方未能就主要交易条款达成共识，故终止本次收购。 主要交易条款未达成共识 博敏电子此次终止的收购计划始于 2024 年 9 月 20 日。当时，博敏电子与奔创电子董事长 熊冬梅签署《收购框架协议》，拟以现金不超过 2.5 亿元收购奔创电子 86.8535% 的股权。 若收购事项完成，博敏电子将持有奔创电子 100% 的股权，奔创电子将成为公司的全资子公 司。 据了解，奔创电子成立于 2007 年，是梅州地区少数具备 HDI 板全制程能力的厂商。 博敏电子创立于 1994 年，公司以生产印制电路板（ PCB ）为主，拥有深圳、梅州、江苏三 大生产基地。特色产品主要有 HDI 板、高多层板、微波高频板、厚铜板、金属基 / ...

Group 1 - The company expects a net profit of 1.65 billion to 1.75 billion yuan for the first half of 2025, representing a growth of 44.63% to 53.40% compared to the same period last year [1] - The expected basic earnings per share are between 0.86 yuan and 0.91 yuan, compared to 0.5966 yuan in the previous year [1] - The growth in revenue and net profit is attributed to the structural demand for printed circuit boards driven by emerging computing scenarios such as high-performance servers and artificial intelligence, supported by a balanced product portfolio and years of experience in mid-to-high-end products and mass production technology [1] Group 2 - The earnings forecast has not been pre-audited by the accounting firm [1] - The specific financial data will be confirmed in the company's 2025 semi-annual report [1]

文/梧桐数据中心 7月10日，超颖电子电路股份有限公司主板IPO申请获得上交所上市委审核通过。 单位：万元 | | 沪主板 | | | | | --- | --- | --- | --- | --- | | 公司简称 主营业务 | 2024年营收 | 2024年净利润 | 审核结果 | 保荐/律所/审计 | | 超颖电子 印制电路板的研发、生产和销售 | 412,361.70 | 26,059.66 | 通过 | 民生证券/上海方达/华兴 | 超颖电子 主营业务是印制电路板的研发、生产和销售。公司直接控股股东为Dynamic Holding，直接持有公司97.85%的股份，定颖 投控系公司间接控股股东；公司无实际控制人。报告期内，公司营业收入分别为351,415.93万元、365,625.25万元和412,361.70万 元，扣非归母净利润分别为7,512.17万元、25,613.24万元和26,059.66万元。 发行人直接控股股东为Dynamic Holding，直接持有发行人97.85%的股份，Dynamic Holding系WINTEK（MAURITIUS）全资子公 司，WINTEK（MAURITIU ...

Summary of Key Points Core Viewpoint - The company, Jin'an Guoji Group Co., Ltd., has released its performance forecast for the first half of 2025, indicating a significant decline in net profit attributable to shareholders compared to the same period last year, while the net profit after deducting non-recurring gains is expected to show substantial growth [1][2]. Financial Performance - The expected net profit attributable to shareholders is projected to be between 15 million and 22.5 million yuan, a decrease of 67.83% to 78.56% compared to last year's 69.95 million yuan [1]. - The net profit after deducting non-recurring gains is forecasted to be between 6 million and 8 million yuan, reflecting a growth of 4700% to 6300% from last year's 1.25 million yuan [2]. - The basic earnings per share are estimated to be between 0.021 yuan and 0.031 yuan, compared to 0.096 yuan in the previous year [1]. Reasons for Performance Changes - The decline in net profit attributable to shareholders is primarily due to the absence of significant investment income, which was 77.01 million yuan in the previous period, as the company sold 60% of its stake in Shanghai Jinban Technology Co., Ltd. [1]. - The increase in net profit after deducting non-recurring gains is attributed to improved internal management, optimized product structure, and increased production capacity utilization, leading to a rise in the quantity of copper-clad laminates sold and a slight recovery in sales prices [2].

Core Viewpoint - The company Ultrasonic Electronics has decided to lower the transfer price of its 62% stake in Sichuan Ultrasonic Printed Circuit Board Co., Ltd. by up to 10% after failing to attract potential buyers despite extending the listing period 21 times over six months [1][2]. Group 1: Price Adjustment and Financials - The adjusted transfer price will not be less than 67.11 million yuan, which is slightly above the book value of 65.10 million yuan for the stake [2]. - Sichuan Ultrasonic reported a revenue of 120 million yuan in 2023, with a net loss of 61.55 million yuan. In the first half of 2024, the revenue was 45.88 million yuan, with a loss of 10.67 million yuan [2]. Group 2: Transaction Details - The transfer will not change the corporate entity of Sichuan Ultrasonic, and there will be no employee relocation issues or transfer of debts [3]. - The buyer is required to provide a shareholder loan to Sichuan Ultrasonic to settle a 16 million yuan loan from a bank, as the company lacks sufficient cash flow [4]. - After the transfer, the buyer will have one year to continue using the name "Sichuan Ultrasonic Printed Circuit Board Co., Ltd." before it must be changed [4].

Core Viewpoint - The company has announced a profit distribution plan for the fiscal year 2024, which includes a cash dividend of 0.198 CNY per share, totaling approximately 197.69 million CNY to be distributed to all shareholders [3][4][5]. Distribution Plan - The profit distribution plan was approved at the annual general meeting held on May 29, 2025 [1]. - The cash dividend of 0.198 CNY per share (including tax) will be distributed based on a total share capital of 998,442,611 shares [3][4]. - The distribution will be managed by China Securities Depository and Clearing Corporation Limited Shanghai Branch, with cash dividends available for collection at designated securities firms on the payment date [2][3]. Taxation Details - For individual shareholders holding shares for over one year, the dividend income is exempt from personal income tax; for those holding shares for less than one month, the full amount is subject to a 20% tax rate [4]. - Qualified Foreign Institutional Investors (QFII) will have a 10% corporate income tax withheld, resulting in a net dividend of 0.1782 CNY per share [5][6]. - Hong Kong investors will also have a 10% tax withheld, with the same net dividend of 0.1782 CNY per share, and they may apply for tax treaty benefits if applicable [6]. Consultation Information - For inquiries regarding the profit distribution, shareholders can contact the board office of Guangdong Yidun Electronics Technology Co., Ltd. at 0760-22813684 [8].

Core Viewpoint - The announcement from Huadian Co., Ltd. indicates a strategic move to engage in investment negotiations with the Huangshi Economic and Technological Development Zone, with a proposed investment not exceeding 3.6 billion yuan to support the future development of its wholly-owned subsidiary, Huangshi Hushi Electronics Co., Ltd. [1] Company Overview - Huadian Co., Ltd. is a leading PCB (Printed Circuit Board) manufacturer, which plays a crucial role in the electronics industry by providing essential components for various applications, including communication electronics, consumer electronics, computers, and data centers [3]. Performance of Huangshi Hushi - Huangshi Hushi, a wholly-owned subsidiary of Huadian Co., Ltd., has shown strong performance with a reported revenue of 2.929 billion yuan and a net profit close to 500 million yuan for the fiscal year 2024, reflecting year-on-year growth of 47.33% and 47.65% respectively [4]. Industry Cluster Advantages - The Huangshi Economic and Technological Development Zone is recognized as the largest optical electronic information industry cluster in Hubei Province outside of Wuhan, with a complete industrial chain for the PCB industry. Numerous significant investments have been made in the area, including projects exceeding 2 billion yuan and 5 billion yuan, with over 100 optical electronic information companies, including several global top 50 PCB firms [5]. Investment Negotiation Status - The potential investment project for Huangshi Hushi is currently in the negotiation phase and has not yet resulted in a legally binding agreement. The final investment cooperation agreement will require further discussions and formal signing, indicating significant uncertainty regarding the implementation of the investment [5].

来源|贝多财经 近日，欣强电子（清远）股份有限公司（下称"欣强电子"）递交招股书，报考在深圳证券交易所创业板 上市。本次报考上市，欣强电子计划募资约9.62亿元，均将用于高多层高密度互连印制电路板改扩建项 目。 天眼查App信息显示，欣强电子成立于2005年8月，位于广东省清远市。目前，该公司的注册资本约为 4.59亿元，法定代表人为俞孝璋，主要股东包括YU FAMILY HOLDING PTE. LTD.、欣立投资（深圳） 合伙企业（有限合伙）等。 据欣强电子介绍，此次转让股份分别用于三个持股平台的员工激励，受激励员工在持股平台受让股份后 对平台进行增资，员工持股平台增资价格为2.80元/出资额，对应2024年净利润的市盈率倍数为7.68倍， 估值总额为12.85亿元。 转让完成后，形成了欣强电子本次上市前的股权架构。其中，YU FAMILY持股94.35%，该公司的控股 股东。穿透股权，俞孝璋、俞宛伶分别持有AKO BVI 60.00%、40.00%的股权，AKO BVI 持有 YU FAMILY 100.00%的股权，间接控制欣强电子94.35%的股权。 另外，欣承投资、欣立投资、金宥公司分别持有欣强电 ...

智通财经7月3日电，深南电路(002916.SZ)发布投资者关系活动记录表，公司近期各项业务经营正常， 综合产能利用率仍处于相对高位，其中PCB业务因目前算力及汽车电子市场需求延续，近期工厂产能利 用率保持高位运行；封装基板业务因近期存储领域需求相对改善，工厂产能利用率较2024年第四季度、 2025年第一季度均有所提升。公司FC-BGA封装基板现已具备20层及以下产品批量生产能力，最小线宽 线距能力达9/12μm。各阶产品相关送样认证工作有序进行。20层以上产品的技术研发及打样工作按期 推进中。 深南电路：PCB工厂产能利用率保持高位运行 ...