800亿市值半导体巨头宣布：可能开展不超过36亿元的潜在投资。 7月3日下午，800亿市值半导体巨头沪电股份（002463）（002463）称，经公司董事会战略委员会提议，出于黄石沪士电子有限公司（下称"黄石沪士"） 未来经营发展的需要，董事会同意授权管理层与黄石经济技术开发区（下称"黄石经开区"）管理委员会开展意向性项目投资磋商，总投资额度不超过36亿 元。 沪电股份主要从事印制电路板(下称"PCB")制造。PCB是在覆铜板或通用基材上，按预定设计形成导电线路图形或含印制元件的功能板，用于实现电子元 器件之间的相互连接和中继传输，是组装电子零件的基础构件。 PCB素有"电子工业之母"之称，广泛应用于通信电子、消费电子、计算机、数据中心等领域。 黄石沪士系沪电股份全资子公司，也从事PCB制造。近年来，沪电股份整合生产和管理资源，将青淞厂26层以内PCB产品以及沪利微电传统汽车板产品加 速向黄石沪士转移，并相应扩充黄石沪士产能。 2024年度，黄石沪士实现营业收入29.29亿元，净利润近5亿元，分别同比增长47.33%、47.65%。 沪电股份的公告未披露其此次投资的具体形式。 上市公司称，黄石沪士的潜在项目投 ...

Company Decisions - The Annual General Meeting of Aspocomp Group Plc approved the annual accounts for the financial period 2024 and granted discharge from liability to the Board of Directors and CEO [1] - No dividend will be paid for the fiscal year January 1 - December 31, 2024 [2] - The number of Board members was set at four, with the reelection of Mr. Anssi Korhonen and Mr. Ville Vuori, and the election of Ms. Jenni Enroth and Kaisa Kokkonen as new members [3] Remuneration and Audit - The remuneration for the Board of Directors will remain the same, with the chairman receiving EUR 30,000, the vice chairman EUR 20,000, and other members EUR 15,000 each [4] - Ernst & Young Oy was elected as the company's auditor, with Ms. Erika Grönlund acting as the principal auditor [3] Share Issuance Authorization - The Board of Directors was authorized to issue a maximum of 684,144 shares and options, with the ability to deviate from shareholders' pre-emptive rights [5][6] - This authorization cancels a previous one from April 18, 2024, and is valid until June 30, 2026 [7] Board Organization - Mr. Ville Vuori was elected as the Chairman of the Board, and Ms. Kaisa Kokkonen as the Vice Chairman during the organization meeting [8] - An Audit Committee was established with Ms. Jenni Enroth and Ms. Kaisa Kokkonen as members [9] Independence Assessment - The Board of Directors evaluated the independence of its members and concluded that all are independent of major shareholders and the company [10] Company Overview - Aspocomp specializes in printed circuit board (PCB) technology design, testing, and logistics services throughout the product lifecycle [11] - The company serves customers in telecommunications, automotive, industrial electronics, and semiconductor testing, with a significant portion of net sales generated from exports [12]

Aspocomp Group Plc, Interim Report, April 29, 2025, at 8:00 a.m. (Finnish time) JANUARY-MARCH 2025 HIGHLIGHTS OUTLOOK FOR 2025 In 2025, the demand for Aspocomp's products is expected to remain solid. In particular, demand in the semiconductor market is anticipated to develop favorably thanks to significant investments in AI applications and data centers. Good growth in demand is also expected to continue in the Security, Defense and Aerospace customer segment. Aspocomp reiterates the guidance that was publi ...

本文核心数据：PCB市场规模;PCB产品结构;PCB应用结构 全球PCB市场规模波动增长 2016-2023年，全球PCB市场规模波动上升。2023年，受宅经济退潮及全球高通胀等影响，终端电子消 费品行业景气持续下降，据Prismark数据，2023年全球PCB行业产值同比下降15%至695亿美元。但随着 终端需求复苏、产业链去库存化，叠加落后产能出清，Prismark预计2024年全球PCB行业将实现恢复性 增长，整体市场规模达到729.7亿美元，同比增长4.97%。 中国为全球最大的PCB生产基地 PCB产业在世界范围内广泛分布，美欧日发达国家起步早，研发并充分利用先进的技术设备，PCB行业 得到了长足发展。2000年以前，美洲、欧洲和日本三大地区占据全球PCB生产70%以上的产值，是最主 要的生产基地。自21世纪以来，由于欧美国家的生产成本过高以及经济下行，亚洲尤其是中国大陆地区 凭借在劳动力、资源、政策、产业聚集等方面的优势，成为全球最重要的电子产品制造基地，中国、日 本、韩国以及东南亚国家开始大规模生产PCB产品，全球电子制造业产能向中国大陆等亚洲地区进行转 移。随着全球产业重心向亚洲转移，PCB行 ...