格隆汇2月26日丨深南电路(002916.SZ)涨1.67%，报268.170元，股价创历史新高，总市值1826.68亿元。 ...

证券日报网讯 2月25日，深南电A在互动平台回答投资者提问时表示，截至目前，公司暂无B股回购相 关的应披露而未披露的计划。后续如有相关安排，将严格按照规定履行信息披露义务。公司高度重视股 东回报，《公司章程》对现金分红政策有明确规定。具体的年度利润分配方案需要综合考虑公司的经营 业绩、财务状况、未来发展战略及资金需求等因素，经董事会、股东会审慎决策后确定。公司将根据实 际经营情况拟定2025年度的利润分配方案，并按照规定履行信息披露义务，敬请关注公司公告。公司作 为有限合伙人参与投资的深圳市新型储能产业股权基金合伙企业（有限合伙），主要投资于中国境内电 化学储能领域的总部研发、矿山开采、生产制造、工程应用、市场拓展等重点项目，基金的具体投资标 的及进展，请以基金管理人发布的公开信息为准；全资子公司深圳深南电环保有限公司作为有限合伙人 参与投资的深圳市远致中开储能科创私募股权基金合伙企业（有限合伙），目前正在积极推进备案相关 工作，公司将密切关注该事项的进展，并依据规定及时履行信息披露义务。 （编辑 任世碧） ...

| | 沪股通( | 2月24日 D | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 601899 | 紫金矿业 | 20.45 | | 2 | 603986 | 兆易创新 | 20.35 | | 3 | 600519 | 贵州茅台 | 17.66 | | 4 | 688256 | 寒武纪 | 15.79 | | 5 | 601318 | 中国平安 | 15.10 | | 6 | 688008 | 澜起科技 | 14.80 | | 7 | 688041 | 海米信息 | 14.23 | | 8 | 601138 | 工业富联 | 14.01 | | 9 | 600036 | 招商银行 | 12.23 | | 10 | 688012 | 中微公司 | 11.23 | | | 深胺道( | 2月24日 | | | 招 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 300750 | 宁德时代 | 48.38 | | 2 | 300308 | 中标旭创 | 46.31 | | 3 | 300394 | 天孚通信 ...

格隆汇2月24日｜深南电路(002916.SZ)今日涨停，换手率2.14%，成交额36.27亿元。龙虎榜数据显示，深股通买入5.65亿元，卖出1.52亿元，净买入4.13亿 元；游资"中山东路"位列买四席位，净买入7569万元。上榜席位全天买入9.76亿元，卖出5.55亿元，合计净买入4.21亿元。(格隆汇) | 序号 | 交易营业部名称 | | 买入金额(万) | 占息成交比例 | | --- | --- | --- | --- | --- | | 深股通专用 | | 897次 46.27% 2 | 56539.24 | 15.59% | | 2 机构专用 | | 1867次 42.10% | 16448.45 | 4.54% | | 3 机构专用 | | 1867次 42.10% | 0.00 | 0.00% | | ব 机构专用 | | 1867次 42.10% | 6429.04 | 1.77% | | 5 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 472次 35.59% | 252.75 | 0.07% | | | (买入前5名与卖出前5名)总合计: | | 97568.82 | 2 ...

Core Viewpoint - The company announced the resignation of Li Peiyin from the board of directors and the audit committee due to work adjustments, effective immediately after the election of new audit committee members [1] Group 1: Resignation Details - Li Peiyin submitted a written resignation report, resigning from his positions on the fourth board of directors and the audit committee, originally set to last until April 17, 2027 [1] - After his resignation, Li Peiyin will no longer hold any positions within the company or its subsidiaries, and he does not hold any shares or have any unfulfilled commitments [1] Group 2: Board Meeting Outcomes - The company's fourth board of directors held its thirteenth meeting, where it agreed to elect Cui Rong as a member of the audit committee, with a term lasting until the end of the fourth board's tenure [1]

Core Viewpoint - The company announced the resignation of Mr. Li Peiyin from the board of directors and the audit committee due to work adjustment reasons [1] Group 1 - Mr. Li Peiyin submitted a written resignation report to the company's board [1] - The resignation pertains to his position as a director of the fourth board of directors [1] - The resignation also includes his role as a member of the audit committee [1]

Core Viewpoint - ShenNan Circuit experienced a slight increase in stock price by 0.26% on February 10, with a trading volume of 2.159 billion yuan, indicating active market participation and interest in the stock [1]. Financing and Margin Trading - On February 10, ShenNan Circuit had a financing buy amount of 121 million yuan and a financing repayment of 256 million yuan, resulting in a net financing outflow of 135 million yuan [1]. - As of February 10, the total margin trading balance for ShenNan Circuit was 1.238 billion yuan, with the financing balance of 1.231 billion yuan accounting for 0.75% of the circulating market value, which is above the 80th percentile of the past year [1]. - In terms of securities lending, 600 shares were repaid and 1,000 shares were sold on February 10, with a selling amount of 246,700 yuan, while the remaining securities lending balance was 26,700 shares, totaling 6.6976 million yuan, also above the 70th percentile of the past year [1]. Company Overview - ShenNan Circuit Co., Ltd. is located in Longgang District, Shenzhen, Guangdong Province, and was established on July 3, 1984, with its listing date on December 13, 2017 [1]. - The company's main business involves the research, development, production, and sales of printed circuit boards, with revenue composition as follows: printed circuit boards 60.01%, packaging substrates 16.64%, electronic assembly 14.14%, other (supplementary) 5.80%, and other products 3.40% [1]. Financial Performance - As of September 30, the number of shareholders for ShenNan Circuit was 39,500, a decrease of 25.79% from the previous period, while the average circulating shares per person increased by 34.75% to 16,847 shares [2]. - For the period from January to September 2025, ShenNan Circuit achieved an operating income of 16.754 billion yuan, representing a year-on-year growth of 28.39%, and a net profit attributable to shareholders of 2.326 billion yuan, reflecting a year-on-year increase of 56.30% [2]. - Since its A-share listing, ShenNan Circuit has distributed a total of 3.441 billion yuan in dividends, with 1.744 billion yuan distributed over the past three years [2]. Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder of ShenNan Circuit was Hong Kong Central Clearing Limited, holding 21.7066 million shares, an increase of 7.4697 million shares from the previous period [3]. - The third-largest circulating shareholder was Huatai-PineBridge CSI 300 ETF, holding 4.7445 million shares, which decreased by 134,200 shares compared to the previous period [3]. - New institutional shareholders included Yongying Technology Smart Selection Mixed Fund A, holding 4.6218 million shares, and several other funds entering the top ten circulating shareholders list [3].

Group 1 - The report emphasizes that the bull market is still ongoing, encouraging confidence while suggesting a reduction in the slope expectation of the market, indicating that the lower limit of the market is continuously rising [2][12] - The report highlights that over 20% of companies in six industries, including utilities, non-ferrous metals, and automotive, are expected to see strong profit growth, indicating a positive outlook for these sectors [3][21] - The report identifies three categories of companies to focus on: those with accelerating profit growth, those experiencing a turnaround from negative to positive profits, and those with profit growth transitioning from negative to positive [4][26] Group 2 - The report outlines a "net profit gap" strategy that has significantly outperformed the market since 2025, with two portfolios achieving returns over 100%, particularly in the coal and non-ferrous metals sectors [5][29] - The top five industries with the highest proportion of stocks showing net profit gaps include coal (8.1%), non-ferrous metals (5.1%), and communications (4.8%), indicating strong performance potential in these areas [5][32] - The report suggests that the A-share market is currently in a relatively safe environment, with room for expansion in the securities ratio, particularly in the TMT sector, which is expected to maintain its profitability advantage [6][34] Group 3 - The report recommends focusing on industries that are benefiting from PPI improvements and broad anti-involution trends, such as non-ferrous metals, chemicals, and power generation [6][35] - It also suggests a dual focus on technology and cyclical sectors, highlighting opportunities in AI applications, military industry, and core AI hardware [6][35] - The report indicates that the overall annual profit forecast for A-share companies shows a continuous improvement, with 52.3% of companies expected to report profit growth [17][18]

Group 1 - The core viewpoint of the article highlights a strong rebound in the technology sector of the A-share market, particularly in electronic hardware stocks such as PCB and components, with significant gains observed in the communication ETF 华夏 (515050) [1] - As of 11:17 AM, the communication ETF 华夏 (515050) rose over 1%, with a trading volume exceeding 150 million yuan, and key holdings like 深南电路 reached the daily limit [1] - Goldman Sachs predicts that the global AI server PCB market will grow by 113% year-on-year by 2026 and continue to grow by 117% in 2027, driven by increased computing density and demand for high-speed connections [1] Group 2 - The AI server CCL market is expected to see even more remarkable growth, with projections of 142% and 222% year-on-year increases in 2026 and 2027, respectively [1] - The communication ETF 华夏 (515050) has a current scale of nearly 8 billion yuan, covering key areas such as optical modules, communication equipment, and computing infrastructure, with CPO and CPB concept stocks accounting for over 76% of its weight [1] - The top five weighted stocks in the ETF include industry leaders like 中际旭创 and 新易盛, along with significant players in computing hardware such as 立讯精密 and 工业富联 [1]

Group 1 - The PCB concept continues to rise, with ShenNan Circuit reaching the daily limit, indicating strong market interest in this sector [1] - Zhongfu Circuit increased by over 10%, reflecting positive investor sentiment and potential growth in the PCB industry [1] - Other companies such as Shenghong Technology, Pengding Holdings, Fujia Shares, and Shenyin Electronics also experienced gains, suggesting a broader trend of growth within the PCB sector [1]