002463 沪电股份
已收盘 02-04 15:00:00
资讯
新帖
简况
AI需求带动下,PCB龙头沪电股份2025年营收同增42%,归母净利润同增48%|财报见闻
华尔街见闻 · 01-27
AI需求带动下,PCB龙头沪电股份2025年营收同增42%,归母净利润同增48%|财报见闻
沪电股份发布2025年度业绩快报,盈利38.223亿元
证券之星 · 01-27
沪电股份发布2025年度业绩快报,盈利38.223亿元
沪电股份最新公告:2025年净利润38.22亿元同比增长48%
证券之星 · 01-27
沪电股份最新公告:2025年净利润38.22亿元同比增长48%
2025年公募“冠军基”最新重仓股出炉!收益率233.29%创下历史新高
智通财经 · 01-22
2025年公募“冠军基”最新重仓股出炉!收益率233.29%创下历史新高
沪电股份:紧抓人工智能对高端PCB的结构性需求
证券之星 · 01-12
沪电股份:紧抓人工智能对高端PCB的结构性需求
沪电股份拟斥资3亿美元投建光电集成线路板项目并设立新子公司
美股速递 · 01-12
沪电股份拟斥资3亿美元投建光电集成线路板项目并设立新子公司
沪电股份最新公告:计划投资高密度光电集成线路板项目总额为3亿美元预计年新增产能130万片高密度光电集成线路板及年新增营业收入20亿元
证券之星 · 01-12
沪电股份最新公告:计划投资高密度光电集成线路板项目总额为3亿美元预计年新增产能130万片高密度光电集成线路板及年新增营业收入20亿元
芯动态 | 38亿元+年产百万只!无锡两大半导体项目齐发力
微电子制造 · 01-12
芯动态 | 38亿元+年产百万只!无锡两大半导体项目齐发力
沪电股份:通过技术工艺创新化解成本压力
证券之星 · 01-11
沪电股份:通过技术工艺创新化解成本压力
沪电股份:掌握M9等级高速材料混压工艺
证券之星 · 01-11
沪电股份:掌握M9等级高速材料混压工艺
沪电股份涨6.91%,信达证券二个月前给出“买入”评级
证券之星 · 2025-12-29
沪电股份涨6.91%,信达证券二个月前给出“买入”评级
12月18日沪电股份跌5.40%,易方达上证50增强A基金重仓该股
证券之星 · 2025-12-18
12月18日沪电股份跌5.40%,易方达上证50增强A基金重仓该股
沪电股份(002463.SZ)发行H股备案申请材料获中国证监会接收
智通财经 · 2025-12-15
沪电股份(002463.SZ)发行H股备案申请材料获中国证监会接收
沪电股份:公司员工整体薪酬福利具有较强竞争力
证券之星 · 2025-12-09
沪电股份:公司员工整体薪酬福利具有较强竞争力
沪电股份:董秘减持系个人财务安排
证券之星 · 2025-12-03
沪电股份:董秘减持系个人财务安排
沪电股份:公司主要产品是电子元器件中的印制电路板
证券日报 · 2025-12-02
沪电股份:公司主要产品是电子元器件中的印制电路板
沪电股份:泰国基地进入小规模量产阶段
证券之星 · 2025-12-02
沪电股份:泰国基地进入小规模量产阶段
沪电股份:工信部推动PCB产业高端化发展
证券之星 · 2025-12-02
沪电股份:工信部推动PCB产业高端化发展
研报掘金丨东吴证券:维持沪电股份“买入”评级,赴港递表加速全球化
中金财经 · 2025-12-02
研报掘金丨东吴证券:维持沪电股份“买入”评级,赴港递表加速全球化
沪电股份递表港交所 数据中心领域PCB收入位居全球第一
智通财经 · 2025-12-01
沪电股份递表港交所 数据中心领域PCB收入位居全球第一
加载更多
公司概况
公司名称:
沪士电子股份有限公司
所属行业:
计算机、通信和其他电子设备制造业
上市日期:
2010-08-18
主营业务:
沪士电子股份有限公司的主营业务是印制电路板的生产、销售及相关售后服务。公司的主要产品是印制电路板、房屋销售、物业、销售废品、废料。公司连续多年入选中国印制电路行业协会(CPCA)、行业研究机构Prismark、N.T.Information等行业协会及研究机构发布的PCB百强企业。
发行价格:
16.00
{"stockData":{"symbol":"002463","market":"SZ","secType":"STK","nameCN":"沪电股份","latestPrice":66.35,"timestamp":1770188607000,"preClose":69.58,"halted":0,"volume":65277360,"delay":0,"changeRate":-0.0464,"floatShares":1923000000,"shares":1923999999,"eps":1.7962,"marketStatus":"已收盘","change":-3.23,"latestTime":"02-04 15:00:00","open":68.58,"high":68.59,"low":65.99,"amount":4351000000,"amplitude":0.0374,"askPrice":66.36,"askSize":91,"bidPrice":66.35,"bidSize":694,"shortable":0,"etf":0,"ttmEps":1.7962,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1770255000000},"marketStatusCode":5,"adr":0,"adjPreClose":69.58,"symbolType":"stock","openAndCloseTimeList":[[1770168600000,1770175800000],[1770181200000,1770188400000]],"highLimit":76.54,"lowLimit":62.62,"ibTradeSell":false,"ibTradeBuySell":true,"totalEquity":1924363537,"isCdr":false,"pbRate":9.6,"roa":"--","peRate":36.939094,"roe":"21.07%","epsLYR":1.3516,"committee":-0.349222,"marketValue":127682000000,"turnoverRate":0.0339,"status":1,"floatMarketCap":127578000000},"requestUrl":"/m/hq/s/002463","defaultTab":"news","newsList":[{"id":"2606868597","title":"AI需求带动下,PCB龙头沪电股份2025年营收同增42%,归母净利润同增48%|财报见闻","url":"https://stock-news.laohu8.com/highlight/detail?id=2606868597","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606868597?lang=zh_cn&edition=full","pubTime":"2026-01-27 19:16","pubTimestamp":1769512560,"startTime":"0","endTime":"0","summary":"受AI与高速运算需求拉动,沪电股份2025年营收约189亿元、归母净利润约38.22亿元,同比分别增长约42%和47.74%。受益于高速运算服务器、人工智能等新兴计算场景对印制电路板的强劲需求,沪电股份2025年营收与利润均实现超过40%的同比增长。1月27日公司发布的业绩快报显示,沪电股份全年营业收入约189亿元,同比增长约42%;归母净利润约38.22亿元,同比增长约47.74%;总资产规模亦提升至约283亿元。营业利润占营业收入的比例约为23.3%,较去年同期的22.2%略有上升。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-01-27/doc-inhitxiy4613087.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2026-01-27/doc-inhitxiy4613087.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["002463","PCB"],"gpt_icon":0},{"id":"2606788634","title":"沪电股份发布2025年度业绩快报,盈利38.223亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2606788634","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606788634?lang=zh_cn&edition=full","pubTime":"2026-01-27 18:30","pubTimestamp":1769509838,"startTime":"0","endTime":"0","summary":"证券之星消息,沪电股份近日即将发布2025年年报,根据1月27日发布的业绩快报,归属净利润盈利38.223亿元,同比增长47.74%。报告期末,公司总资产约283亿元,沪士电子股份有限公司 2025 年度业绩快报较期初增长约33.40%;归属于母公司股东的所有者权益约151亿元,较期初增长约27.63%。沪电股份主营业务:印制电路板的生产、销售及相关售后服务。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012700033027.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","002463","LU1255011170.USD","LU1655091616.SGD","LU2213484517.USD","LU0708995583.HKD","LU1820825898.SGD","LU1328615791.USD","LU0320764599.SGD","LU2148510915.USD","LU1064131003.USD","IE0034224299.USD","LU0231483743.USD","LU1064130708.USD","BK0028","LU1146622755.USD","LU0052750758.USD"],"gpt_icon":0},{"id":"2606788628","title":"沪电股份最新公告:2025年净利润38.22亿元同比增长48%","url":"https://stock-news.laohu8.com/highlight/detail?id=2606788628","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606788628?lang=zh_cn&edition=full","pubTime":"2026-01-27 18:30","pubTimestamp":1769509815,"startTime":"0","endTime":"0","summary":"沪电股份公告称,公司发布2025年度业绩快报,净利润38.22亿元,同比增长47.74%。受益于高速运算服务器、人工智能等新兴计算场景对印制电路板的结构性需求,依托平衡的产品布局以及深耕多年的中高阶产品与量产技术,2025年公司实现营业收入约189亿元,同比增长约42%;实现归属于母公司所有者的净利润约38.22亿元,同比增长约47.74%;实现归属于母公司所有者的扣除非经常性损益后的净利润约37.61亿元,同比增长约47.69%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012700032984.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002463"],"gpt_icon":0},{"id":"2605465984","title":"2025年公募“冠军基”最新重仓股出炉!收益率233.29%创下历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2605465984","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605465984?lang=zh_cn&edition=full","pubTime":"2026-01-22 16:08","pubTimestamp":1769069298,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,2025年A股以全年超18%的涨幅收官,而任桀管理的永赢科技智选以233.26%的年度收益率表现,摘得2025年公募基金冠军。这不仅是公募基金行业再次出现年度收益翻倍的“两倍基”,更一举打破了由王亚伟保持了18年之久的冠军收益率纪录。具体来看,2025年四季度期间,永赢科技智选的前十大重仓股依次为:生益科技、中际旭创、沪电股份、新易盛、深南电路、天孚通信、东山精密、景旺电子、工业富联、剑桥科技。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1396112.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0082770016.SGD","600183","002384","300548","LU0082770016.USD","HK0000306685.HKD","LU1997245094.SGD","LU2148510915.USD","BK0102","LU2580892789.USD","IE00BYTNYN87.SGD","LU1251922891.USD","688008","SGXZ49509284.SGD","BK0132","LU2399975544.HKD","300394","BK0077","LU1794554557.SGD","BK0185","SGXZ81163826.USD","IE00B12V2V27.USD","LU0164939612.USD","LU0620787316.HKD","BK0141","LU1770034418.SGD","LU0348827113.USD","LU1146622755.USD","688313","002463","LU0320764599.SGD","BK0188","LU1979443071.USD","LU1303224171.USD","603083","603228","300308","LU1064130708.USD","LU0211977185.USD","LU1655091616.SGD","LU2097828631.EUR","601138","300570","HK0000320223.HKD","LU1961090484.USD","LU2097828557.USD","002916","LU0417516902.SGD","HK0000320264.USD","300502"],"gpt_icon":0},{"id":"2602551719","title":"沪电股份:紧抓人工智能对高端PCB的结构性需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2602551719","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602551719?lang=zh_cn&edition=full","pubTime":"2026-01-12 20:51","pubTimestamp":1768222268,"startTime":"0","endTime":"0","summary":"证券之星消息,沪电股份(002463)01月11日在投资者关系平台上答复投资者关心的问题。投资者提问:请问下,公司与英伟达有哪些业务上的合作呢?沪电股份回复:您好,出于商业政策的限制,我们不便讨论具体的厂商。公司与国内外众多终端客户展开多领域深度合作,适配多技术平台,构建广泛覆盖的技术生态,公司甄别并抓牢目标产品市场涌现的新业务机会,紧抓人工智能、高速网络等对高端PCB的结构性需求,大力开展相关业务,以实现更长远的发展目标,为投资者创造更多价值,谢谢!以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011200034561.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0028","LU0708995583.HKD","LU0052750758.USD","BK0214","LU1328615791.USD","002463","161631","LU1820825898.SGD","LU1064130708.USD","LU1064131003.USD","LU0231483743.USD","LU2213484517.USD","LU1255011170.USD","IE0034224299.USD","LU0320764599.SGD","LU2148510915.USD","LU1655091616.SGD","LU1146622755.USD"],"gpt_icon":0},{"id":"1111312810","title":"沪电股份拟斥资3亿美元投建光电集成线路板项目并设立新子公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1111312810","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1111312810?lang=zh_cn&edition=full","pubTime":"2026-01-12 18:12","pubTimestamp":1768212761,"startTime":"0","endTime":"0","summary":"沪电股份宣布,公司将投资3亿美元启动光电集成线路板项目,并同步成立新业务单元。该战略布局旨在拓展高端印制电路板技术领域,强化在光电一体化组件市场的竞争力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0052750758.USD","002463","LU1064131003.USD","LU1655091616.SGD","LU0231483743.USD","LU1255011170.USD","LU1820825898.SGD","LU2213484517.USD","LU2148510915.USD","LU0708995583.HKD","LU1064130708.USD","LU0320764599.SGD","LU1146622755.USD","LU1328615791.USD","BK0028","BK0214","IE0034224299.USD"],"gpt_icon":0},{"id":"2602132455","title":"沪电股份最新公告:计划投资高密度光电集成线路板项目总额为3亿美元预计年新增产能130万片高密度光电集成线路板及年新增营业收入20亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2602132455","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602132455?lang=zh_cn&edition=full","pubTime":"2026-01-12 17:59","pubTimestamp":1768211979,"startTime":"0","endTime":"0","summary":"沪电股份公告称,经公司第八届董事会战略与ESG委员会提议,公司于2026年1月12日召开第八届董事会第十二次会议,审议通过《关于同意签署投资合作协议暨对外投资设立全资子公司的议案》,同意开展“高密度光电集成线路板项目”。本项目全部达产后,预计年新增产能130万片高密度光电集成线路板,预计年新增营业收入20亿元人民币。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011200025658.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002463"],"gpt_icon":0},{"id":"2602560532","title":"芯动态 | 38亿元+年产百万只!无锡两大半导体项目齐发力","url":"https://stock-news.laohu8.com/highlight/detail?id=2602560532","media":"微电子制造","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602560532?lang=zh_cn&edition=full","pubTime":"2026-01-12 11:42","pubTimestamp":1768189330,"startTime":"0","endTime":"0","summary":"项目进展华虹Fab9B项目:华虹FAB9B项目已由无锡高新区(新吴区)数据局批准建设,开始招标。项目计划投资38亿元,预计2027年1月竣工,建设一条月产能达到5.5万片的12英寸特色工艺生产线。基本半导体车规级第三代半导体研发制造总部基地项目:于1月8日签约落户无锡。报告预计到2026年,全球芯片市场将大幅增长,年销售额将接近1万亿美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112115530a4b8ed0f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112115530a4b8ed0f&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1589","00501","BK1607","LU0320764599.SGD","SG9999006597.SGD","MU","BK1163","002463","002156","LU0708995583.HKD","BK1614","688347","IE0034224299.USD","01347","LU0052750758.USD"],"gpt_icon":1},{"id":"2602556398","title":"沪电股份:通过技术工艺创新化解成本压力","url":"https://stock-news.laohu8.com/highlight/detail?id=2602556398","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602556398?lang=zh_cn&edition=full","pubTime":"2026-01-11 19:06","pubTimestamp":1768129573,"startTime":"0","endTime":"0","summary":"证券之星消息,沪电股份(002463)01月11日在投资者关系平台上答复投资者关心的问题。投资者提问:当前铜等有色金属大幅上涨,对公司生产成本有多大影响?公司如何应对有色金属大幅上涨?公司能否将成本上涨带来的影响转移给下游客户?谢谢!沪电股份回复:您好,原物料供应的稳定性和价格走势会影响公司未来生产的稳定性和盈利能力,公司通过技术工艺创新、产品结构优化,提高客户合作深度等多种手段将原材料价格上涨的压力予以转移或化解,谢谢!以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011100008711.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU0320764599.SGD","LU1328615791.USD","002463","LU1064131003.USD","LU0231483743.USD","BK0214","LU2213484517.USD","LU1655091616.SGD","BK0028","LU0708995583.HKD","LU1064130708.USD","LU1820825898.SGD","LU2148510915.USD","LU1146622755.USD","IE0034224299.USD","LU0052750758.USD","LU1255011170.USD"],"gpt_icon":0},{"id":"2602551485","title":"沪电股份:掌握M9等级高速材料混压工艺","url":"https://stock-news.laohu8.com/highlight/detail?id=2602551485","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602551485?lang=zh_cn&edition=full","pubTime":"2026-01-11 18:24","pubTimestamp":1768127049,"startTime":"0","endTime":"0","summary":"证券之星消息,沪电股份(002463)01月11日在投资者关系平台上答复投资者关心的问题。投资者提问:贵司是否有布局M9材料产品?进展如何?沪电股份回复:您好,公司掌握M9等级高速材料及其与常规材料的混压工艺,以满足高速信号传输对介质特性的高要求,谢谢!以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011100008685.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU0708995583.HKD","BK0028","LU1064131003.USD","LU1820825898.SGD","LU2213484517.USD","LU1255011170.USD","BK0214","LU0320764599.SGD","LU1655091616.SGD","IE0034224299.USD","002463","LU2148510915.USD","LU0231483743.USD","LU1328615791.USD","LU1064130708.USD","LU1146622755.USD","LU0052750758.USD"],"gpt_icon":0},{"id":"2595756207","title":"沪电股份涨6.91%,信达证券二个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2595756207","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595756207?lang=zh_cn&edition=full","pubTime":"2025-12-29 15:35","pubTimestamp":1766993754,"startTime":"0","endTime":"0","summary":"今日沪电股份涨6.91%,收盘报76.74元。2025年10月29日,信达证券研究员莫文宇发布了对沪电股份的研报《沪电股份2025三季报点评:Q3延续高增长趋势,产能扩张打开成长空间》,该研报对沪电股份给出“买入”评级。公司系算力产业链核心个股,我们看好公司在该领域的发展前景,维持对公司的“买入”评级。此外,华安证券研究员陈耀波,李元晨,中邮证券研究员吴文吉近期也对该股发布了研报,同样给出“买入”评级。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025122900014518.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002463","601059"],"gpt_icon":0},{"id":"2592781979","title":"12月18日沪电股份跌5.40%,易方达上证50增强A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2592781979","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592781979?lang=zh_cn&edition=full","pubTime":"2025-12-18 15:34","pubTimestamp":1766043292,"startTime":"0","endTime":"0","summary":"证券之星消息,12月18日沪电股份跌5.40%,收盘报68.11元,换手率3.42%,成交量65.8万手,成交额45.34亿元。根据2025基金Q3季报公募基金重仓股数据,重仓该股的公募基金共345家,其中持有数量最多的公募基金为易方达基金的易方达上证50增强A。易方达上证50增强A目前规模为162.55亿元,最新净值2.1397,较上一交易日上涨1.66%,近一年上涨15.8%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025121800017869.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["159967","510880","LU1064131003.USD","LU2213484517.USD","LU0320764599.SGD","LU1820825898.SGD","BK0214","510050","LU1146622755.USD","399006","BK0028","LU1064130708.USD","IE0034224299.USD","512550","000016.SH","000688.SH","LU1655091616.SGD","000300.SH","XPP","LU2148510915.USD","399001","002463","512510","515890","LU1255011170.USD","YXI","512880","LU0052750758.USD","LU0708995583.HKD","510300","LU1328615791.USD","LU0231483743.USD","000905.SH","FXP","510030"],"gpt_icon":0},{"id":"2591580614","title":"沪电股份(002463.SZ)发行H股备案申请材料获中国证监会接收","url":"https://stock-news.laohu8.com/highlight/detail?id=2591580614","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591580614?lang=zh_cn&edition=full","pubTime":"2025-12-15 17:12","pubTimestamp":1765789948,"startTime":"0","endTime":"0","summary":"智通财经APP讯,沪电股份(002463.SZ)公告,公司已于2025年11月28日向中国香港联交所递交了发行H股股票并在香港联交所主板挂牌上市的申请。公司根据相关规定已向中国证券监督管理委员会报送了本次发行上市的备案申请材料并于近日获中国证监会接收。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1381569.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2213484517.USD","002463","LU0052750758.USD","LU1655091616.SGD","BK0214","LU1064130708.USD","IE0034224299.USD","BK0028","LU1146622755.USD","LU1255011170.USD","LU1328615791.USD","LU1820825898.SGD","LU2148510915.USD","LU0320764599.SGD","LU0231483743.USD","LU1064131003.USD","LU0708995583.HKD"],"gpt_icon":0},{"id":"2590318932","title":"沪电股份:公司员工整体薪酬福利具有较强竞争力","url":"https://stock-news.laohu8.com/highlight/detail?id=2590318932","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590318932?lang=zh_cn&edition=full","pubTime":"2025-12-09 15:09","pubTimestamp":1765264158,"startTime":"0","endTime":"0","summary":"证券之星消息,沪电股份(002463)12月09日在投资者关系平台上答复投资者关心的问题。投资者提问:每日经济新闻12月4号有报道称公司欠缴员工社保与住房公积金,属实吗?请具体介绍沪电股份回复:您好,公司员工福利政策系综合考虑行业薪酬福利水平、地域差异、各地政策要求等多重因素制定的。公司员工整体薪酬福利方面在我国PCB行业具有较强的竞争力。当然,公司在发展过程中仍有不完善之处,我们也充分认识到进一步完善员工福利保障体系的重要性,也将持续关注并逐步完善相关制度,谢谢!以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025120900018183.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1064130708.USD","BK0028","LU2148510915.USD","002463","IE0034224299.USD","BK0214","LU0320764599.SGD","LU1820825898.SGD","LU2213484517.USD","LU1328615791.USD","LU0052750758.USD","LU1146622755.USD","LU1255011170.USD","LU0231483743.USD","LU1064131003.USD","LU1655091616.SGD","LU0708995583.HKD"],"gpt_icon":0},{"id":"2588636046","title":"沪电股份:董秘减持系个人财务安排","url":"https://stock-news.laohu8.com/highlight/detail?id=2588636046","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588636046?lang=zh_cn&edition=full","pubTime":"2025-12-03 20:48","pubTimestamp":1764766108,"startTime":"0","endTime":"0","summary":"证券之星消息,沪电股份12月02日在投资者关系平台上答复投资者关心的问题。二级市场股价波动受行业周期、市场整体情绪、资金流向等多重复杂因素综合影响,不能单一归因于该减持行为。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025120300037026.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0028","IE0034224299.USD","LU0231483743.USD","LU1064131003.USD","LU0320764599.SGD","LU1255011170.USD","LU1655091616.SGD","002463","LU2148510915.USD","LU0708995583.HKD","LU1328615791.USD","LU2213484517.USD","LU1146622755.USD","BK0214","LU1820825898.SGD","LU1064130708.USD","LU0052750758.USD"],"gpt_icon":0},{"id":"2588059781","title":"沪电股份:公司主要产品是电子元器件中的印制电路板","url":"https://stock-news.laohu8.com/highlight/detail?id=2588059781","media":"证券日报 ","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588059781?lang=zh_cn&edition=full","pubTime":"2025-12-02 22:04","pubTimestamp":1764684240,"startTime":"0","endTime":"0","summary":"证券日报网讯 12月2日,沪电股份在互动平台回答投资者提问时表示,公司主要产品是电子元器件中的印制电路板。(文章来源:证券日报)\n\n\n海量资讯、精准解读,尽在新浪财经APP","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2025-12-02/doc-infzmpnz0921055.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2025-12-02/doc-infzmpnz0921055.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0708995583.HKD","LU1328615791.USD","LU0320764599.SGD","LU1655091616.SGD","LU2148510915.USD","LU1255011170.USD","LU2213484517.USD","002463","LU1064130708.USD","LU1064131003.USD","IE0034224299.USD","LU0052750758.USD","LU1146622755.USD","BK0028","BK0214","LU1820825898.SGD","LU0231483743.USD"],"gpt_icon":0},{"id":"2588053310","title":"沪电股份:泰国基地进入小规模量产阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2588053310","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588053310?lang=zh_cn&edition=full","pubTime":"2025-12-02 20:49","pubTimestamp":1764679743,"startTime":"0","endTime":"0","summary":"证券之星消息,沪电股份12月02日在投资者关系平台上答复投资者关心的问题。投资者提问:泰国基地2025年Q3单季亏损约4300万元,当前产能爬坡进度如何?沪电股份回复:您好,沪士泰国生产基地于2025年第二季度进入小规模量产阶段 在 AI服务器和交换机等应用领域,已 陆续 取得客户的正式认可。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025120200036767.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["IE0034224299.USD","002463","LU0231483743.USD","LU1146622755.USD","LU1328615791.USD","LU1820825898.SGD","LU0708995583.HKD","LU2148510915.USD","LU1255011170.USD","BK0214","LU1064131003.USD","LU0052750758.USD","LU0320764599.SGD","LU2213484517.USD","LU1655091616.SGD","BK0028","LU1064130708.USD"],"gpt_icon":0},{"id":"2588080562","title":"沪电股份:工信部推动PCB产业高端化发展","url":"https://stock-news.laohu8.com/highlight/detail?id=2588080562","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588080562?lang=zh_cn&edition=full","pubTime":"2025-12-02 15:24","pubTimestamp":1764660264,"startTime":"0","endTime":"0","summary":"证券之星消息,沪电股份(002463)12月02日在投资者关系平台上答复投资者关心的问题。投资者提问:请问11月18号工信部正式印发《PCB行业高质量发展行动计划》,对公司扩产以及推动高端升级有何影响?沪电股份回复:您好,近日工信部发布《印制电路板行业规范条件》(2025 年本)及《印制电路板行业规范公告管理办法》两份征求意见稿,推动印制电路板产业高端化、绿色化、智能化发展,引导产业转型升级和结构调整,推动印制电路板产业持续健康发展。谢谢!以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025120200017117.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1064130708.USD","LU1255011170.USD","IE0034224299.USD","LU1655091616.SGD","LU2213484517.USD","LU1146622755.USD","002463","LU1820825898.SGD","LU2148510915.USD","LU0052750758.USD","BK0214","LU0231483743.USD","LU1328615791.USD","LU1064131003.USD","LU0708995583.HKD","LU0320764599.SGD","BK0028"],"gpt_icon":0},{"id":"2588825920","title":"研报掘金丨东吴证券:维持沪电股份“买入”评级,赴港递表加速全球化","url":"https://stock-news.laohu8.com/highlight/detail?id=2588825920","media":"中金财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588825920?lang=zh_cn&edition=full","pubTime":"2025-12-02 14:37","pubTimestamp":1764657421,"startTime":"0","endTime":"0","summary":"东吴证券研报指出,沪电股份赴港递表,募资扩产加速国际化布局。2025年12月1日沪电发布公告递交港交所上市申请,作为数据中心与交换机PCB领域的全球领跑者,沪电此次冲击H股上市,意在通过资本市场为高端产能扩张与前沿技术研发(如CoWoP)助力。此次IPO标志着公司全球供应链交付体系的进一步成熟,同时其泰国基地已于2025Q2进入量产并获得客户认可,持续巩固在AI服务器及高端汽车电子领域的护城河。考虑到公司目前已导入多个北美大客户供应链,同时高速网络的交换机及其配套路由相关PCB,AI服务器和HPC相关PCB需求旺盛,且公司国内、海外产能推进顺利。维持“买入”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20251202/31838100.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["601555","002463"],"gpt_icon":0},{"id":"2588710892","title":"沪电股份递表港交所 数据中心领域PCB收入位居全球第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2588710892","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588710892?lang=zh_cn&edition=full","pubTime":"2025-12-01 10:49","pubTimestamp":1764557340,"startTime":"0","endTime":"0","summary":"据港交所11月28日披露,沪士电子股份有限公司(简称:沪电股份(002463.SZ))递表港交所主板,中金公司和汇丰为联席保荐人。招股书显示,沪电股份是一家全球领先的数据通讯和智能汽车领域PCB解 ...","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/20251201/c672852961.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tonghuashun","symbols":["LU1655091616.SGD","LU1328615791.USD","LU1255011170.USD","BK0214","LU0708995583.HKD","LU1064131003.USD","LU0231483743.USD","LU1064130708.USD","LU0052750758.USD","002463","LU2148510915.USD","LU0320764599.SGD","BK0028","IE0034224299.USD","LU2213484517.USD"],"gpt_icon":0}],"profile":{"ret":0,"serverTime":1770197165267,"stockEarnings":[{"period":"1week","weight":-0.0281},{"period":"1month","weight":-0.0478},{"period":"3month","weight":-0.0115},{"period":"6month","weight":0.3585},{"period":"1year","weight":0.7001},{"period":"ytd","weight":-0.0478}],"compareEarnings":[{"period":"1week","weight":-0.0174},{"period":"1month","weight":0.0249},{"period":"3month","weight":0.0248},{"period":"6month","weight":0.1176},{"period":"1year","weight":0.2514},{"period":"ytd","weight":0.0249}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"沪士电子股份有限公司","boardCode":"AI0039","boardName":"计算机、通信和其他电子设备制造业","stockholders":"162040人(较上一季度增加26.43%)","perCapita":"11866股","listingDate":"2010-08-18","address":"江苏省苏州市昆山市玉山镇东龙路1号","registeredCapital":"192436万元","survey":" 沪士电子股份有限公司的主营业务是印制电路板的生产、销售及相关售后服务。公司的主要产品是印制电路板、房屋销售、物业、销售废品、废料。公司连续多年入选中国印制电路行业协会(CPCA)、行业研究机构Prismark、N.T.Information等行业协会及研究机构发布的PCB百强企业。","listedPrice":16},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"沪电股份(002463)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供沪电股份(002463)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"沪电股份,002463,沪电股份股票,沪电股份股票老虎,沪电股份股票老虎国际,沪电股份行情,沪电股份股票行情,沪电股份股价,沪电股份股市,沪电股份股票价格,沪电股份股票交易,沪电股份股票购买,沪电股份股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"沪电股份(002463)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供沪电股份(002463)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}