PCB算力龙头底蕴深厚，产能持续扩充凸显信心：1）在客户拓展方面，公司背靠鸿海，客户资源与技术储备丰 厚，目前公司泰国、淮安厂均已在主流算力厂商开启认证，预计GPU大客户放量在即，其他ASIC厂商进展顺利， 此外公司光模块PCB已全面放量，1.6T光模块产品优势明显；2）在技术储备领域，CoWoP由于需要在PCB外层采 用Msap工艺，而Msap工艺此前主要用于手机主板领域，公司技术底蕴深厚，处于领先地位，正交背板也积极配 合，PCB龙头厂商技术领先优势显著；3）在产能方面，26年预计泰国园区投资合计42.97亿元，此前也对淮安进行 80亿投资扩产，本次再拿土地保证后续产能，预计将显著打开公司营收天花板，后续算力业务有望再造鹏鼎！ 风险提示：行业景气度不及预期；下游扩产不及预期。 PCB算力龙头底蕴深厚，产能持续扩充凸显信心：1）在客户拓展方面，公司背靠鸿海，客户资源与技术储备丰 厚，目前公司 【中泰电子|鹏鼎控股】再拿土地凸显扩产决心，AI进展顺利有望再造鹏鼎 公司发布公告，子公司以0.66亿元人民币竞得淮安37.49万平方米土地用于满足公司未来PCB产业的投资需求，本 次土地为此前公告80亿淮安投资计划外 ...

Group 1 - Fulin Precision's subsidiary Jiangxi Shenghua invested 270 million yuan to establish a joint venture for a 500,000-ton ferrous oxalate project, with a total investment of 1.5 billion yuan expected to be completed by September 30, 2026 [1] - Xuguang Electronics plans to raise up to 1 billion yuan through a private placement to fund high-voltage vacuum arc extinguishing chamber expansion and other projects [2] - Minexplosion Optoelectronics intends to acquire 100% equity of Xiazhi Precision, with the transaction subject to shareholder and regulatory approvals [3] Group 2 - Shangluo Electronics' controlling shareholder plans to reduce his stake by up to 3% due to personal financial needs [4] - Babi Food reported a 1.3% decline in net profit for 2025, despite an 11.22% increase in revenue [5] - Pengding Holdings' subsidiary acquired industrial land in Huai'an for 66.14 million yuan [6] Group 3 - Zhuoyue New Energy's net profit for 2025 increased by 14.16%, despite a 17.43% decline in revenue [7] - Zhongyuan Media's net profit grew by 30.99% in 2025, with revenue decreasing by 5.13% [8] - Huangshan Tourism plans to invest approximately 530 million yuan in a hotel project with a 24-month construction period [9] Group 4 - *ST Jinling's restructuring plan was approved by the court, which may improve the company's financial situation [11] - Jichuan Pharmaceutical's subsidiary paid 80 million yuan for exclusive commercialization rights of a drug [12] - Pilin Bio's subsidiary received a notice for the acceptance of a drug supplement application [13] Group 5 - Nepe Mining terminated its investment in Swiss Veritas Resources AG due to changes in conditions [14] - Jinhui Wine announced a cash dividend of 0.20 yuan per share for the first three quarters of 2025 [15] - Hualan Biological's clinical trial for a new drug received approval for an additional indication [16] Group 6 - Industrial Fulian reported a total of 247 million yuan spent on share buybacks as of January 31, 2026 [17] - Yitong Century was pre-selected for a 107 million yuan project with China Tower [18] - Wanfeng Co. noted uncertainty in future price changes for disperse dyes [19] Group 7 - Bibet's clinical trial application for a new drug was approved by the National Medical Products Administration [21] - Chengbang Co. signed new project contracts worth 40.03 million yuan in Q4 2025 [22] - *ST Hengji received a court ruling for a performance compensation of 175 million yuan [23] Group 8 - Jihua Group is planning a change in control, leading to continued stock suspension [24] - Ningbo Port expects a container throughput of 5.03 million TEUs in January 2026, a 9.5% increase [25] - Hengli Petrochemical's actual controller increased his stake by 3.3 million shares [26] Group 9 - Hongfuhan signed a sales contract worth 480 million yuan with Guangdong Quanxiang [27] - All New Good's shareholder lifted a judicial freeze on 4.36% of the company's shares [28] - Changchun High-tech's subsidiary's clinical trial application for a new drug was accepted [29] Group 10 - Xingqi Eye Medicine's clinical trial for a new drug entered the first/second phase [31] - Hanma Technology reported a 140.04% increase in new energy heavy truck production in January 2026 [32] - Hengfeng Paper plans to invest 349 million yuan in a new green printing project [33] Group 11 - Zhifei Biological's mRNA vaccine for shingles received clinical trial approval [34] - Yutong Bus reported a 15.35% decrease in production in January 2026 [35] - StarNet Ruijie plans to sign a lease contract with an affiliate for a total rent of up to 110 million yuan [36] Group 12 - Hacheng Bonda's director completed a 0.97% share reduction [37] - Hendi Pharmaceutical's application for a new drug was approved [38] - Xinhua Medical's subsidiary received a medical device registration certificate [40] Group 13 - Yaokang Bio reported a 31.49% increase in net profit for 2025 [41] - Gaotie Electric reported a 14.02% increase in net profit for 2025 [42]

格隆汇2月3日丨鹏鼎控股(002938.SZ)公布，为满足公司后续业务发展需要，公司全资子公司庆鼎精密 于2026年2月3日竞得淮安市 2025GGK33 地块的国有建设用地使用权，土地面积为374,888.9平方米，土 地用途为二类工业用地，成交价格为6614万元人民币。 ...

每经AI快讯，2月3日，鹏鼎控股(002938.SZ)公告称，为满足公司后续业务发展需要，公司全资子公司 庆鼎精密2月3日竞得淮安市2025GGK33地块的国有建设用地使用权，土地面积37.49万平方米，土地用 途为二类工业用地，成交价格为6614万元。该地块将主要用于满足公司未来在PCB产业上的投资需求。 ...

鹏鼎控股（002938）(002938.SZ)公告，公司全资子公司庆鼎精密于2026年2月3日竞得淮安市 2025GGK33地块的国有建设用地使用权，土地面积为374,888.9平方米，土地用途为二类工业用地，成 交价格为6614万元。该地块将主要用于满足公司未来在PCB产业上的投资需求。 ...

智通财经APP讯，鹏鼎控股(002938.SZ)公告，公司全资子公司庆鼎精密于2026年2月3日竞得淮安市 2025GGK33地块的国有建设用地使用权，土地面积为374,888.9平方米，土地用途为二类工业用地，成 交价格为6614万元。该地块将主要用于满足公司未来在PCB产业上的投资需求。 ...

证券代码：002938 证券简称：鹏鼎控股 公告编号：2026-006 鹏鼎控股（深圳）股份有限公司 关于全资子公司竞得土地使用权的公告 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。 鹏鼎控股（深圳）股份有限公司（以下简称"本公司"或"公司"）全资子公司 庆鼎精密电子（淮安）有限公司（以下简称"庆鼎精密"）于 2026 年 2 月 3 日竞 得淮安市 2025GGK33 地块的国有建设用地使用权。现将有关事项公告如下： 一、交易概述 为满足公司后续业务发展需要，公司全资子公司庆鼎精密于 2026 年 2 月 3 日竞得淮安市 2025GGK33 地块的国有建设用地使用权，土地面积为 374,888.9 平方米，土地用途为二类工业用地，成交价格为 6,614 万元人民币。 根据《深圳证券交易所股票上市规则》《公司章程》等相关规定，本次交易 不构成关联交易，也不构成《上市公司重大资产重组管理办法》规定的重大资产 重组。本次参与竞拍土地使用权涉及金额未达公司最近一期经审计净资产的 10%， 无需提交公司董事会或股东会审议批准。 二、交易对方基本情况 三、交易标的的 ...

Market Performance - The component sector increased by 1.66% on February 3, with Weirgao leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Top Gainers in Component Sector - Weirgao (301251) closed at 60.50, up 18.23% with a trading volume of 149,500 shares and a transaction value of 852 million [1] - Shiyun Circuit (603920) closed at 70.06, up 10.00% with a trading volume of 367,800 shares and a transaction value of 2.513 billion [1] - Pengding Holdings (002938) closed at 63.00, up 7.16% with a trading volume of 659,300 shares and a transaction value of 4.109 billion [1] Market Capital Flow - The component sector experienced a net outflow of 1.137 billion from institutional funds and 502 million from speculative funds, while retail investors saw a net inflow of 1.639 billion [2] - The top stocks by net inflow from retail investors included Weirgao with 27.64 million and Shiyun Circuit with 291 million [3] Individual Stock Performance - Shiyun Circuit had a net inflow of 291 million from institutional investors, representing 11.60% of its total trading volume [3] - Weirgao had a net inflow of 38.41 million from institutional investors, representing 4.51% of its total trading volume [3] - Pengding Holdings had a net inflow of 70.59 million from institutional investors, representing 3.66% of its total trading volume [3]

Group 1 - The circuit board index experienced a strong rally, with constituent stocks showing a broad upward trend [1] - Shiyun Circuit led the gains, followed by Mingyang Circuit, Pengding Holdings, Guanghe Technology, and Xingsen Technology, which all had significant increases [1]

融资方面，鹏鼎控股当日融资买入3.12亿元。当前融资余额13.85亿元，占流通市值的1.02%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，鹏鼎控股2月2日融券偿还2100.00股，融券卖出1.90万股，按当日收盘价计算，卖出金额 111.70万元；融券余量11.76万股，融券余额691.37万元，超过近一年90%分位水平，处于高位。 资料显示，鹏鼎控股(深圳)股份有限公司位于广东省深圳市宝安区新安街道海滨社区海秀路2038号鹏鼎 时代大厦A座27层，成立日期1999年4月29日，上市日期2018年9月18日，公司主营业务涉及主要从事各 类印制电路板的设计、研发、制造与销售业务。主营业务收入构成为：通讯用板62.70%，消费电子及 计算机用板31.60%，汽车/服务器用板4.92%，其他(补充)0.78%。 截至9月30日，鹏鼎控股股东户数7.55万，较上期增加22.75%；人均流通股30570股，较上期减少 18.48%。2025年1月-9月，鹏鼎控股实现营业收入268.55亿元，同比增长14.34%；归母净利润24.08亿 元，同比增长21.95%。 分红方面，鹏鼎控股A股上市后累计派现97 ...