证券之星消息，根据市场公开信息整理，金禄电子（301282）于8月26日将有748.0万股限售股份解禁， 为公司首发原股东限售股份，占公司总股本4.95%。（本次数据根据历史公告整理得出,实际情况以上市 公司最新公告为准）本次解禁后，公司还有7152.38万股限售股份，占总股本47.32%。具体如下图所 示： | 股东名称 | 解禁数量(股) | | 解禁市值 (元) | | 锁定期 (月) | | 限售类型 | | --- | --- | --- | --- | --- | --- | --- | --- | | 叶劲思 | | 748.00万 | | 2.18 Z | | 36 | 首发原股东限售股份 | 金禄电子财务数据及主营业务： 金禄电子2025年中报显示，公司主营收入9.34亿元，同比上升24.19%；归母净利润5235.97万元，同比 上升32.19%；扣非净利润4649.95万元，同比上升79.41%；其中2025年第二季度，公司单季度主营收入 5.24亿元，同比上升27.37%；单季度归母净利润3682.09万元，同比上升38.19%；单季度扣非净利润 3243.64万元，同比上升38.37 ...

一、【早盘盘面回顾】 智通财经8月22日讯，市场早盘震荡走高，创业板指、科创50指数大涨均创三年新高。沪深两市半日成交额1.51万亿，较上个交易日缩量569亿。盘面上热点 集中在算力和芯片方向，个股跌多涨少，全市场超3200只个股下跌。从板块来看，算力股全线爆发，云天励飞等多股涨停。芯片股集体大涨，寒武纪续创历 史新高。CPO等AI硬件股展开反弹，新易盛等多股再创历史新高。截至收盘，沪指涨0.67%，深成指涨1.32%，创业板指涨2.56%。 个股来看，今日早盘涨停数量为43家（不包括ST及未开板新股），封板率为75%，连板股数量为8家，园林股份5连板，御银股份、世茂能源4连板，成飞集 成、汇嘉时代3连板，天融信、万通发展、华光环能2连板。 板块上，国产算力股涨幅居前，顺网科技、科德教育、云天励飞、群兴玩具、高新发展、佳都科技涨停，致尚科技、首都在线等涨幅居前。 TT UNFY H A U A J A L M H D H A F 原科技"）近日签订战略合作协议,双方同意在国产算力领域展开 .. 海光信息 181.70 +17.19% 1 42237 SH 688041 最正宗 公司在国内率先完成了高端通用处理 ...

Core Viewpoint - The demand for printed circuit boards (PCBs) is surging due to the accelerated construction of AI computing power infrastructure, with significant growth expected in high-layer boards, high-density interconnect (HDI) boards, and IC substrates. Domestic manufacturers are actively expanding high-end capacity, and it is anticipated that domestic PCB equipment manufacturers will seize the AI PCB boom, validating emerging technologies and capturing incremental demand, leading to an increase in domestic market share and value enhancement [1]. Supply and Demand Trends - Structural demand for high-layer boards, HDI boards, and IC substrates is robust due to AI servers. The overall demand for AI PCBs is outpacing supply, with a projected compound annual growth rate (CAGR) of 11.6% for global market server/storage PCBs from 2024 to 2029, driven by AI demand. The planned output value for high-layer boards, HDI boards, and IC substrates is growing rapidly, with an estimated investment of 41.9 billion yuan from leading domestic AI PCB companies by 2025-2026 [1][2]. AI PCB Upgrades - The usage and specifications of PCBs are evolving due to AI servers. For instance, the configuration of Nvidia's NVL36 includes 36 GPUs, 18 CPUs, and 9 NVSwitches, with even higher usage in the NV72 model. The demand for high-layer and HDI PCBs is increasing, leading to higher requirements for wiring, copper plating, and blind/buried holes [2]. Beneficiaries in AI PCB Equipment - The increase in layers and precision in PCBs is benefiting exposure, drilling, electroplating, and inspection equipment. According to Prismark, the global market value shares for these equipment types are 17%, 21%, 7%, and 15%, respectively. The demand for more precise wiring is raising requirements for LDI equipment, while higher layer counts and complex HDI structures are increasing the need for micro-drilling and laser drilling technologies. The uniformity requirements for micro-hole filling are also rising, with expectations for VCP penetration rates to improve from 55% [3][4].

Key Points - The article highlights that five stocks have sealed orders exceeding 100 million yuan, with Zhongjing Electronics leading at 392 million yuan [2][3] - Zhongjing Electronics has seen a surge in its stock price to 9.91 yuan per share, attributed to the recent price increase in storage chips following the exit of three major manufacturers from DDR4 [2][3] - The company reported a revenue of 743 million yuan in the first quarter, marking a year-on-year growth of 12.19%, and achieved a net profit of 6.76 million yuan, reversing its previous losses [2] Stock Performance - Zhongjing Electronics: Closed at 9.91 yuan, with a trading volume of 395,300 hands and a sealed order amount of 392 million yuan, achieving two consecutive涨停 [3] - Jun Oil Co.: Closed at 10.05 yuan, with a trading volume of 124,700 hands and a sealed order amount of 125 million yuan, achieving five consecutive涨停 [3] - ST Bailin: Closed at 4.39 yuan, with a trading volume of 271,800 hands and a sealed order amount of 119 million yuan, achieving one consecutive涨停 [3] - Shouhua Gas: Closed at 13.38 yuan, with a trading volume of 83,600 hands and a sealed order amount of 112 million yuan, achieving one consecutive涨停 [3] - Xingye Co.: Closed at 12.49 yuan, with a trading volume of 85,300 hands and a sealed order amount of 106 million yuan, achieving one consecutive涨停 [3] Industry Insights - The oil and gas service sector has seen multiple stocks hitting涨停, including Shouhua Gas and Jun Oil Co., driven by the rich natural gas reserves in the Shilou West Block [3][4] - The film and television industry is represented by stocks like Ciweng Media, which is transitioning from pure content production to a diversified platform operation model [5] - The solid-state battery sector is gaining traction, with companies like Nord Co. focusing on high-value products such as ultra-thin lithium battery copper foil [6][7]

Group 1: Research Basic Information - The research object is Willgoo, belonging to the electronic components industry, with a reception time of May 21, 2025, and the listed company's reception personnel are General Manager Chen Xing and Secretary to the Board Jia Xiaoyan [17] Group 2: Detailed Research Institutions - The reception object is online investor questions, with the type being other and no relevant institutional personnel specified [19] Group 3: Proportion of Research Institutions - Other institutions account for 100% [24] Group 4: Main Content Data - The Thai factory's operations are progressing as planned, mainly focusing on AI power supplies and automotive electronics products. In the AI power supply product field, a breakthrough has been made in the 30L product technology barrier, achieving small - batch terminal shipments, and mass - production of high - end DC - DC power modules is supported [26] - The company is not currently providing products to Huawei Ascend, and product applications are determined by customer needs [26] - In the server power supply field, the company continues to deepen its presence, and relevant business orders are growing well, with the overall development trend matching the industry's prosperity and the company's strategic plan. To meet order demand, Thailand is continuously adding equipment to release production capacity, and the second - phase plant in Jiangxi started construction in April [26][27] - The company currently has no plan to repurchase shares but will comprehensively consider future repurchase needs based on market conditions, financial status, and strategic plans. Information on 2025 orders and accounting treatment should be based on the company's disclosed periodic reports [27][28] - The company has not been directly affected by NVIDIA's decision to stop supplying some products to the Chinese mainland, as its business mainly focuses on the R & D, production, and sales of printed circuit boards (PCBs) [27] - Information on the company's 2025 operating conditions should be based on the company's disclosed periodic reports [26][27] - The company currently has no plan for mergers and acquisitions and is more focused on optimizing existing business and expanding the market [29]