龙虎榜机构热股 今天机构龙虎榜上榜28只个股，净买入17只，净卖出11只。当日机构买入最多的个股前三位是：湖南白银（3.63亿）、鹏鼎控股（2.29亿）、三变科技 （7938万）。 | 上榜热股 | 实时涨跌幅 | 买/卖家数 | 村 | | --- | --- | --- | --- | | 湖南白银 002716.SZ | +9.97% | 4/2 | | | 鹏鼎控股 002938.SZ | +10.00% | 3/4 | | | 三变科技 002112.57 | +3 47% | 3/3 | +7 | 鹏鼎控股 今日龙虎榜显示，6家机构净买入2.29亿。 2025年12月16日公告，公司拟2026年向泰国园区投资42.97亿元建设高阶HDI及SLP产能，为AI服务器、低轨卫星等多领域提供PCB解决方案。公司高端HDI 产品已通过多家知名AI服务器厂商认证，并构建覆盖AI手机、AIPC、AI眼镜等端侧消费品的全场景产品矩阵。 个股龙虎榜 二、芯片概念 综艺股份 个股龙虎榜 明微电子 龙虎榜知名游资 一、核聚变 中国一重 个股龙虎榜 公司控股股东一重集团为可控核聚变创新联合体成员。 雪人集团 个股龙虎榜 ...

Core Viewpoint - The report from Zhongyou Securities highlights that Pengding Holdings is investing 4.3 billion RMB to enhance its AI "cloud-edge-end" full industry chain layout in Thailand [1] Investment in Thailand - The total investment of 4.297 billion RMB will be used for the construction of production facilities and supporting infrastructure in Thailand [1] - The investment will also include the capacity expansion for high-end HDI (including SLP), HLC, and other products to provide comprehensive PCB solutions for the rapidly growing AI application market [1] Expansion of AI Product Line - The company aims to further expand its AI product line capacity and enhance its technical strength and mass production capabilities in the AI computing power field [1] - This investment is expected to drive technological and product upgrades across various product lines [1] Acquisition of Huayang Technology - The company plans to acquire a 53.68% stake in Huayang Technology to strengthen its capabilities in the automotive electronics sector [1] - This acquisition will deepen the company's expertise in advanced PCB processes and system integration for automotive applications [1] Rating - The report maintains a "Buy" rating for the company [1]

Core Viewpoint - The company plans to invest a total of 4.297 billion RMB in its Thailand park for the construction of production facilities and supporting infrastructure in 2026, aiming to capitalize on the growing AI application market [1] Investment Plan - The board of directors has approved the investment plan for 2026, which includes the construction of production plants and related facilities in Thailand [1] - The investment will also focus on increasing production capacity for high-end HDI (including SLP), HLC, and other products [1] Market Strategy - The investment is aimed at providing comprehensive PCB solutions across various fields, including servers, AI edge products, and low-orbit satellites, to meet the demands of the rapidly growing AI market [1] - The project is expected to enhance the company's "cloud-edge-end" full industry chain layout and accelerate its global business expansion [1]

Core Viewpoint - The company, Pengding Holdings, has approved an investment plan totaling 8 billion RMB to develop an industrial park in Huai'an, focusing on expanding production capacity for various PCB solutions to cater to the growing AI application market [1] Investment Plan - The total investment for the Huai'an industrial park project is 8 billion RMB, with the construction period set from the second half of 2025 to 2028 [1] - The investment will include the construction of production capacity for SLP, high-end HDI, and HLC products, aimed at enhancing soft board production capacity [1] Strategic Focus - The project aims to leverage the AI trend and utilize the ONE AVARY product technology platform to accelerate the company's full industry chain layout in AI, covering cloud, management, and terminal aspects [1] - The investment is intended to strengthen the company's overall competitive strength in various fields, including servers, optical communications, humanoid robots, smart vehicles, and AI edge products [1]

Core Viewpoint - Pengding Holdings (002938.SZ) plans to invest 8 billion yuan to build a new industrial park in Huai'an, aiming to expand production capacity and seize opportunities in the AI market [1] Group 1: Investment Details - The investment of 8 billion yuan will be used to construct the Huai'an Industrial Park, focusing on increasing production capacity for SLP, high-end HDI, and HLC products [1] - The construction period for the investment is set from the second half of 2025 to 2028 [1] - Funding for the project will come from the company's own resources, with no related party transactions involved and no need for shareholder approval [1] Group 2: Strategic Implications - The investment is expected to expand the company's operational scale, promote product upgrades, and enhance overall efficiency [1] - The focus on soft board production capacity aims to provide PCB solutions for the growing AI application market [1]

Core Viewpoint - Pengding Holdings (002938.SZ) announced an investment of 8 billion yuan to build a new industrial park in Huai'an, aiming to expand its production capacity for AI applications and enhance its overall PCB solutions [1] Group 1: Investment Details - The investment of 8 billion yuan will be used to construct the Huai'an Industrial Park, which will include the production capacity for SLP, advanced HDI, and HLC products [1] - The construction period is set from the second half of 2025 to 2028, funded by the company's own resources without involving related transactions or major asset restructuring [1] Group 2: Strategic Intent - The investment is aimed at capitalizing on the AI trend, enhancing overall operational scale, promoting product upgrades, and improving efficiency [1]

Core Viewpoint - The company, Pengding Holdings, has approved an investment plan totaling 8 billion RMB to develop an industrial park in Huai'an, focusing on expanding production capacity for various PCB solutions to cater to the growing AI application market [1] Investment Plan - The investment plan includes a total of 80 billion RMB allocated for the construction of the Huai'an Industrial Park [1] - The investment period is set from the second half of 2025 to 2028 [1] Product Expansion - The company will enhance production capacity for products such as SLP, high-end HDI, and HLC [1] - The expanded production will support a wide range of applications including servers, optical communications, humanoid robots, smart vehicles, and AI edge products [1]

Core Viewpoint - The company plans to invest a total of 8 billion yuan in the Huai'an Industrial Park to expand its production capacity for SLP, high-end HDI, and HLC products, aiming to provide comprehensive PCB solutions for the AI application market [1] Investment Details - The investment period is set from the second half of 2025 to 2028 [1] - The funding will come from the company's own resources, with no involvement in related party transactions or major asset restructuring [1] - There is no need for shareholder meeting approval for this investment [1]

Core Viewpoint - The company, Pengding Holdings, has announced an investment of 8 billion yuan to build an industrial park in Huai'an, aiming to expand its production capacity for various PCB products to cater to the AI application market [1] Investment Details - The total investment for the Huai'an industrial park is 8 billion yuan [1] - The investment period is set from the second half of 2025 to 2028 [1] - The investment will focus on increasing production capacity for SLP, high-end HDI, and HLC products [1] Strategic Goals - The investment is part of the company's strategy to capitalize on the AI trend and enhance its overall competitiveness [1] - The company aims to leverage the ONE AVARY product technology platform to accelerate its full industry chain layout for AI, covering cloud, management, and terminal aspects [1]

Group 1 - The core point of the article is that Pengding Holdings (002938) has approved an investment of 8 billion yuan to build an industrial park in Huai'an, which will enhance its production capacity for various PCB products to cater to the AI application market [1] - The investment period for the construction of the Huai'an industrial park is set from the second half of 2025 to 2028 [1] - This investment aims to leverage the AI trend and utilize the ONE AVARY product technology platform to accelerate the company's full industry chain layout in AI, thereby enhancing its overall competitive strength [1]