11月25日，方正科技涨5.02%，截至发稿，报11.92元/股，成交9.58亿元，换手率1.96%，总市值509.43 亿元。 资料显示，方正科技集团股份有限公司位于上海市长宁区延安西路726号华敏翰尊国际大厦9楼K座，成 立日期1993年11月15日，上市日期1990年12月19日，公司主营业务涉及生产和销售PCB产品,互联网接 入服务,IT系统集成及解决方案。主营业务收入构成为：销售商品98.83%，提供服务1.17%。 从基金十大重仓股角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 中证1000（516300）基金经理为胡亦清。 截至发稿，胡亦清累计任职时间307天，现任基金资产总规模39.26亿元，任职期间最佳基金回报 38.16%， 任职期间最差基金回报-2.15%。 数据显示，华泰柏瑞基金旗下1只基金重仓方正科技。中证1000（516300）三季度持有股数2.3万股，占 基金净值比例为0.36%，位居第八大重仓股。根据测算，今日浮盈 ...

沪电股份（002463）11月20日公告，公司拟以1900.91万欧元的价格购买关联方Schweizer Electronic AG. （下称"Schweizer"）持有的胜伟策15%股权，本次交易完成后，公司持有胜伟策的股权比例将由84%增 加至99%。同时，为进一步完善胜伟策在嵌入式封装技术等领域的技术布局，增强核心技术能力，提升 产品竞争力与市场壁垒，同意胜伟策以199.1万欧元的价格向Schweizer购买一组专利及技术资产。 据介绍，Schweizer于1849年设立，总部位于德国，主要经营印刷电路板的生产和销售，在汽车、太阳 能、工业以及航空航天等电子领域为客户提供优质的PCB产品及创新解决方案和服务。Schweizer已在 德国斯图加特证券交易所以及法兰克福证券交易所上市（股票简称"SCE"、股票代 码"DE0005156236"）。 本次交易涉及的股权资产交易完成后，沪电股份对胜伟策的持股比例将进一步提高，对胜伟策的控制力 和经营决策效率也将进一步提升。沪电股份在胜伟策业务、投资、产品规划及经营执行上的主导权将更 加明确，有利于胜伟策快速响应市场变化、提升资源配置效率并增强整体经营能力，使其未 ...

格隆汇11月20日丨金禄电子(301282.SZ)在互动平台表示，公司PCB产品有应用于电池管理系统，但不生 产锂电池。 ...

金禄电子在互动平台表示，公司PCB产品有应用于电池管理系统，但不生产锂电池。 ...

格隆汇11月14日丨依顿电子(603328.SH)在投资者互动平台表示,公司PCB产品暂未应用于小鹏机器人 上。 ...

Core Viewpoint - Fangzheng Technology's stock price has seen significant fluctuations, with a year-to-date increase of 165.60%, but a recent decline of 2.02% in the last five trading days [1] Financial Performance - For the period from January to September 2025, Fangzheng Technology achieved a revenue of 3.398 billion yuan, representing a year-on-year growth of 38.71% [2] - The net profit attributable to shareholders for the same period was 317 million yuan, reflecting a year-on-year increase of 50.81% [2] Stock Market Activity - As of November 11, Fangzheng Technology's stock was trading at 11.66 yuan per share, with a market capitalization of 49.832 billion yuan [1] - The stock has been on the "龙虎榜" (a list of stocks with significant trading activity) nine times this year, with the most recent appearance on October 28 [1] Shareholder Information - As of September 30, 2025, the number of shareholders for Fangzheng Technology increased to 292,300, up by 34.96% from the previous period [2] - The average number of circulating shares per shareholder decreased by 25.90% to 14,268 shares [2] Dividend Information - Fangzheng Technology has distributed a total of 298 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 51.2735 million shares, an increase of 24.5807 million shares from the previous period [3] - Huaxia Industry Prosperity Mixed A (003567) entered as the seventh-largest circulating shareholder with 46.0868 million shares [3]

Group 1 - The core viewpoint of the article is that Kexiang Co., Ltd. has successfully applied its PCB products in the memory module sector, specifically supporting the DDR5 memory standard [1] Group 2 - Kexiang Co., Ltd. has made significant investments in research and development to enhance its product offerings [1] - The company's PCB products are now being mass-produced for use in storage devices such as memory modules [1]

Core Viewpoint - The company has a limited application of PCB products in the server sector, but these do not pertain to AI servers. The company plans to focus on the development and application of cutting-edge PCB technologies in response to market demands and its own business strengths [1] Group 1 - The company currently has a small amount of PCB products used in the server field [1] - These PCB products do not belong to the AI server category [1] - The company will continue to pay attention to the development and application of advanced PCB technologies [1] Group 2 - The company aims to actively engage in the research and application of new technologies and products [1] - The company's strategy will align with market demands and its own business advantages [1]

Core Viewpoint - The company, Yidun Electronics (603328.SH), is currently applying a small amount of PCB products in the server field, but these do not pertain to AI servers. The company is committed to continuously monitoring the development and application of cutting-edge PCB technologies, aligning with market demands and its own business advantages to actively engage in the research and application of new technologies and products [1]. Group 1 - The company has a limited application of PCB products in the server sector [1] - The current PCB products do not include AI server applications [1] - The company is focused on the development of advanced PCB technologies [1] Group 2 - The company aims to align its R&D efforts with market demands [1] - The company emphasizes leveraging its business advantages in technology development [1] - The company is actively pursuing new technology and product research [1]

Core Viewpoint - The company has established a strong partnership with T customer, which has become its largest automotive terminal client since 2019, supplying PCB products related to autonomous driving [1] Group 1: Automotive Sector - T customer's automotive delivery volume has returned to a growth trajectory, reaching a historical high, which is expected to further increase market share as its autonomous taxi moves from pilot to mass production [1] - The growth of T customer's automotive business will directly drive the demand for the company's PCBs [1] Group 2: Humanoid Robotics Sector - The company has been collaborating with a leading North American client in humanoid robotics for over five years, focusing on key PCB products for core control modules and drive systems [2] - The company has developed a full-process technical capability from customized design to performance optimization, completing three product iterations with improvements in signal transmission stability and anti-interference [2] - The company has reached a cooperation intention for mass production product supply and is preparing for key steps, including reserving dedicated production line capacity and completing supply chain coordination [2] - In the domestic market, the company has partnered with three leading humanoid robotics enterprises, with one project entering small batch supply and another in the late stage of sample verification [2] - The company plans to increase R&D investment in humanoid robotics PCBs, focusing on breakthroughs in high-density interconnection and lightweight substrate applications [2]