Core Viewpoint - Pengding Holdings plans to acquire a 53.68% stake in Wuxi Huayang Technology through a cash transaction, enhancing its capabilities in automotive electronics and solidifying its position as a global leader in PCB manufacturing [1][2]. Group 1: Acquisition Details - The acquisition will be conducted for a cash payment of approximately RMB 356.72 million [2]. - Following the acquisition, Huayang Technology will become a subsidiary of Pengding Holdings, with the existing team retained and resources integrated to improve operational efficiency [2]. Group 2: Company Background - Huayang Technology, established in 2002, specializes in the production of automotive modules and has developed a range of smart sensors, covering various types such as pressure, torque, displacement, angle, and temperature and humidity [1]. - The company has mastered key core technologies across the entire industry chain, from materials to chips to sensors, and has successfully achieved domestic substitution in multiple sectors including automotive, robotics, industrial control, and medical [1]. Group 3: Strategic Importance - The acquisition is expected to significantly extend Pengding Holdings' strength in the automotive electronics sector and is seen as a critical step towards advancing into the next generation of intelligent driving and broader smart application ecosystems [2]. - The integration of Huayang Technology's capabilities will enhance Pengding Holdings' ability in advanced PCB processes and system integration, laying a solid foundation for future smart applications [2]. Group 4: Financial Performance - In the first three quarters of 2015, Pengding Holdings reported a revenue of RMB 28.655 billion, representing a year-on-year growth of 14.34%, and a net profit attributable to shareholders of RMB 2.408 billion, with a year-on-year increase of 21.95% [3].

Core Insights - The company reported a revenue of 26.855 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 14.34% [1] - The net profit attributable to shareholders reached 2.408 billion yuan, marking a year-on-year increase of 21.95% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 2.245 billion yuan, reflecting a year-on-year increase of 16.37% [1] - The basic earnings per share stood at 1.04 yuan [1]

Group 1 - The core point of the news is that Pengding Holdings (SZ 002938) held its 20th meeting of the 3rd board of directors on October 30, 2025, via telecommunication, where it reviewed the proposal for applying for bank credit limits [1] - For the first half of 2025, the revenue composition of Pengding Holdings was 99.22% from printed circuit boards and 0.78% from other businesses [1] - As of the report date, the market capitalization of Pengding Holdings was 134.8 billion yuan [2]

截至发稿，鹏鼎控股市值为1348亿元。 每经AI快讯，鹏鼎控股（SZ 002938，收盘价：58.14元）10月30日晚间发布公告称，鹏鼎控股（深圳） 股份有限公司于2025年10月30日召开第三届董事会第二十一次会议，审议通过了《关于向全资子公司宏 恒胜增资的议案》，为满足宏恒胜电子科技（淮安）有限公司下一步经营需要，向全资子公司宏恒胜增 资人民币5亿元。 2025年1至6月份，鹏鼎控股的营业收入构成为：印制电路板占比99.22%，其他业务占比0.78%。 每经头条（nbdtoutiao）——多地出现"负电价"，既然卖电"不挣钱"，为何电厂不愿停机？ （记者 张明双） ...

本次向全资子公司增资事宜不涉及关联交易，不构成《上市公司重大资产重 组管理办法》规定的重大资产重组，资金来源为公司自有资金，不涉及募集资金 的使用，不需提交股东会审议。 二、投资标的的基本情况 1、标的公司基本情况 公司名称：宏恒胜电子科技（淮安）有限公司 注册地址：淮安经济技术开发区富士康路 168 号（综合保税区内） 证券代码：002938 证券简称：鹏鼎控股 公告编号：2025-066 鹏鼎控股(深圳)股份有限公司 关于向全资子公司宏恒胜增资的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、对外投资概述 鹏鼎控股（深圳）股份有限公司（以下简称"鹏鼎控股"、"公司"）于2025年 10月30日召开第三届董事会第二十一次会议，审议通过了《关于向全资子公司宏 恒胜增资的议案》，为满足宏恒胜电子科技（淮安）有限公司（以下简称"宏恒 胜"）下一步经营需要，向全资子公司宏恒胜增资人民币5亿元。 2、出资方式：现金出资，资金来源为公司自有资金。 三、本次增资的目的、存在的风险和对公司的影响 本次增资主要为满足全资子公司宏恒胜日常经营所需，本次增资完成后，宏 ...

证券代码：002938 证券简称：鹏鼎控股 公告编号：2025-067 鹏鼎控股（深圳）股份有限公司 关于收购并增资无锡华阳科技有限公司股权的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、对外投资概述 鹏鼎控股（深圳）股份有限公司（以下简称 "公司"）拟与无锡华阳科技有限公司（以 下简称"华阳科技"）、江苏旋感科技有限公司（以下简称"旋感科技"）、朱荣惠、徐荣灿、 汤结林、刘亮、顾常飞、顾峰签署《股权转让及增资协议》，公司拟以现金方式受让朱荣惠、 徐荣灿、汤结林、刘亮、顾常飞、顾峰所持有华阳科技的注册资本人民币 2,760 万元，并拟 同时认购华阳科技新增的注册资本人民币 994.9912 万元，股权受让和增资额认购交易对价 为人民币 35,672.4164 万元。 本次股权受让和增资额认购完成后，公司将直接持有华阳科技 53.68%股权，其将纳入 公司合并报表范围。 公司于 2025 年 10 月 30 日召开第三届董事会第二十一次会议审议通过了《关于收购 并增资无锡华阳科技有限公司股权的议案》，根据《深圳证券交易所上市规则》等有关法律、 法规、 ...

证券代码：002938 证券简称：鹏鼎控股 公告编号：2025-068 鹏鼎控股（深圳）股份有限公司 关于申请银行授信额度的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 鹏鼎控股（深圳）股份有限公司（以下简称"本公司"或"公司"） 于 2025 年 10 月 30 日召开第三届董事会第二十一次会议审议通过了《关于申请银行授信额 度的议案》。现将相关事宜公告如下： 一、申请综合授信额度的基本情况 为配合公司业务发展需要，公司及全资/控股子公司向以下银行申请授 信额度: | 单位：万元 | | --- | 1 | 10 | 花旗(台湾)商业银行 | | | 鹏鼎国际有限公司 | USD | 2,000 | 续约 | | --- | --- | --- | --- | --- | --- | --- | --- | | 11 | | | 鹏鼎科技股份有限公司及其南科分公司 | | USD | 2,000 | 续约 | | 12 | Citibank, | N.A., | Avary Technology (India) Private Chennai Bra ...

证券代码：002938 证券简称：鹏鼎控股 公告编号：2025-064 鹏鼎控股(深圳)股份有限公司 第三届董事会第二十一次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 鹏鼎控股（深圳）股份有限公司（以下简称"公司"）第三届董事会第二十 一次会议于2025年10月30日以通讯方式召开，相关会议通知及会议资料已于2025 年10月24日以电子邮件方式向公司全体董事发出，本次会议应出席董事9人，实 际出席董事9人，本次会议由董事长沈庆芳先生主持。会议的召开符合《中华人 民共和国公司法》、《鹏鼎控股（深圳）股份有限公司章程》和《鹏鼎控股（深 圳）股份有限公司董事会议事规则》的有关规定。 二、董事会会议审议情况 本次会议经过充分讨论，经董事以记名投票方式表决，作出如下决议： 1、审议通过《关于公司 2025 年第三季度报告的议案》； 表决结果：9 票赞成，0 票反对，0 票弃权。 以上议案具体内容详见同日刊登在《证券时报》、《上海证券报》及巨潮资讯 网（www.cninfo.com.cn）的鹏鼎控股《2025 年第三季度报告》。 ...

Core Insights - The company reported third-quarter revenue of 10.48 billion yuan, representing a year-on-year increase of 1.15% [1] - Net profit for the third quarter was 1.175 billion yuan, showing a year-on-year decline of 1.30% [1] - For the first three quarters, total revenue reached 26.855 billion yuan, reflecting a year-on-year growth of 14.34% [1] - Net profit for the first three quarters was 2.408 billion yuan, which is a year-on-year increase of 21.95% [1]

Core Insights - The electronic industry has become the largest sector in the A-share market, with a total market value of 13.6 trillion yuan, surpassing the banking sector [1][2] - Shenzhen is a key hub for the electronic industry, housing 115 listed companies, including one with a market value exceeding one trillion yuan and five with values over 100 billion yuan [2][3] - The shift towards AI and advanced technologies is driving growth in the electronic sector, particularly in areas like semiconductors and consumer electronics [4][5] Industry Overview - As of October 28, 2025, the electronic industry's market value accounts for 12.8% of the total A-share market, while the banking sector represents 10.8% [1] - Shenzhen leads in the number of electronic companies, with significant players in various segments, including semiconductors, printed circuit boards (PCBs), and consumer electronics [1][6] - The electronic industry encompasses several sub-sectors, including semiconductors, PCBs, displays, optical components, and consumer electronics, with Shenzhen having a presence in all these areas [5][7] Company Highlights - Industrial Fulian (601138.SH) is the only company with a market value exceeding one trillion yuan, valued at approximately 1.604541 trillion yuan, and has seen a 65% increase in cloud computing revenue [3][4] - Luxshare Precision (002475.SZ) is expanding into the Nvidia supply chain, which may become a significant profit driver [4] - Other notable companies include: - Shenzhen South Circuit (002916.SZ) and Pengding Holdings (002938.SZ), both leading in the PCB sector and transitioning towards AI server markets [4][5] - Jiangbolong (301308.SZ) reported a 54.6% year-on-year revenue increase, reaching 6.539 billion yuan [5] - Yingshi Innovation (688775.SH) has seen a 67.18% increase in revenue, reaching 6.611 billion yuan [5] Regional Development - Shenzhen is undergoing a transformation from a manufacturing base to a center for electronic innovation and research, supported by policies and talent [7] - The city has implemented measures to strengthen its semiconductor and integrated circuit industry, with a focus on investment and development [6] - The semiconductor industry in Shenzhen is projected to grow to 256.4 billion yuan by 2024, reflecting a 26.8% year-on-year increase [6]