（文章来源：每日经济新闻） 崇达技术（002815.SZ）2月27日在投资者互动平台表示，在CPO应用领域，公司目前根据客户需求已有 相关PCB产品交付。 每经AI快讯，有投资者在投资者互动平台提问：请介绍公司在CPO领域的布局和实际业务开展情况。 ...

Core Viewpoint - Benkan Intelligent (300964) has received approval from the Shenzhen Stock Exchange for its application to issue convertible bonds, which could positively impact the company's financing and long-term development, pending registration with the China Securities Regulatory Commission [1] Stock Performance - The stock price of Benkan Intelligent has shown volatility over the past seven trading days, closing at 58.80 yuan on February 13, with a daily increase of 0.39% and a trading volume of 1.23 billion yuan [1] - On February 9, the stock price surged by 4.76% with a trading volume of 1.73 billion yuan, while on February 12, it rose by 1.10% with a trading volume of 1.37 billion yuan [1] - The stock is currently trading between the 20-day Bollinger Band resistance level of 64.13 yuan and the support level of 54.41 yuan, indicating a short-term oscillating pattern [1] Financial Performance - For the first three quarters of 2025, Benkan Intelligent reported a revenue of 614 million yuan, representing a year-on-year increase of 43.11%, and a net profit of 30.23 million yuan, which is a significant year-on-year growth of 142.98% [1] - The growth in performance is attributed to an increase in order volume, improved capacity utilization, and a higher proportion of high-value-added products, reflecting enhanced operational efficiency and a recovery in industry demand [1] Institutional Insights - Market attention towards Benkan Intelligent is moderate, with neutral sentiment prevailing [2] - One institution forecasts a net profit of 40 million yuan for 2025, a year-on-year increase of 33.33%, and a net profit of 46 million yuan for 2026, a year-on-year increase of 15.00% [2] - The company is positioned in the "small batch, multi-variety" PCB sector, targeting cutting-edge fields such as 6G communication and low-altitude economy, but faces trade policy risks due to over 60% of its sales being international [2]

Group 1 - The core business of the company is the research, production, and sales of PCBs, with some products applied in optical modules, but the company does not manufacture optical modules [1] - This clarification helps investors understand the company's business boundaries and avoids misinterpretation related to the optical module concept [1] Group 2 - In the past 7 days, the stock price of the company has shown a fluctuating upward trend, with a cumulative increase of 7.13% [2] - Specific stock performance includes: - February 9: closing price of 45.20 yuan, up 2.36% in a single day - February 10: closing price of 47.48 yuan, up 5.04% with a transaction volume of 485 million yuan - February 11: closing price of 46.06 yuan, down 2.99% with a net outflow of 19.30 million yuan - February 12: closing price of 46.88 yuan, up 1.78% with a net inflow of 9.32 million yuan and a transaction volume of 332 million yuan - February 13: closing price of 47.31 yuan, up 0.92% with a net inflow of 3.06 million yuan and a transaction volume of 383 million yuan [2] - The flow of funds indicates a divergence in main investor sentiment, but overall stock prices are supported by the PCB industry's prosperity and emerging applications such as automotive electronics and optical module concepts [2]

Core Viewpoint - Jinlu Electronics (301282.SZ) has indicated that its PCB products are ultimately applied in Xiaopeng Motors, but there is currently no direct cooperation established with the company. The customer base remains relatively stable [1]. Group 1 - Jinlu Electronics' PCB products are used in Xiaopeng Motors [1] - There is no direct partnership between Jinlu Electronics and Xiaopeng Motors at this time [1] - The customer base of Jinlu Electronics is described as relatively stable [1]

Core Viewpoint - The company emphasizes its commitment to research and development (R&D) innovation to maintain strong technical and market competitiveness in its PCB products [1] Group 1: R&D Commitment - The company places high importance on R&D innovation [1] - It aims to enhance its R&D system and team [1] - The company is increasing its R&D investment to ensure continuous technological innovation [1]

Group 1 - The company, Kexiang Co., Ltd. (300903.SZ), has indicated that its PCB products are supplied to the aerospace sector [1] - However, the company has not yet received any PCB orders for application in commercial satellite fields [1]

Group 1 - The company, Kexiang Co., Ltd. (300903.SZ), primarily produces PCB products used in memory modules and other storage devices in the storage sector [1]

Core Viewpoint - The company, Yidun Electronics (603328), has indicated that some of its PCB products are utilized in photovoltaic inverters, but it has not yet ventured into the transformer and space photovoltaic sectors [1] Group 1 - The company has a portion of its PCB products designated for use in photovoltaic inverters [1] - The company has not engaged in the transformer sector [1] - The company has not entered the space photovoltaic field [1]

依顿电子（603328.SH）2月4日在投资者互动平台表示，公司有部分PCB产品应用于光伏逆变器上，暂 未涉及变压器及太空光伏领域。 每经AI快讯，有投资者在投资者互动平台提问：请问贵司PCB产品是否有供货变压器相关产品？目前供 货的光伏PCB主要应用于什么部件，是否涉及太空光伏领域？ （文章来源：每日经济新闻） ...

证券日报网讯 2月4日，强达电路在互动平台回答投资者提问时表示，公司PCB产品应用领域广泛，相 关信息请以公司在深交所指定信息披露媒体发布的公告为准。 （文章来源：证券日报） ...