博敏电子(603936)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

603936 博敏电子

已收盘 08-13 15:00:00

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产业升级预期提振股价","url":"https://stock-news.laohu8.com/highlight/detail?id=2558631345","media":"智选洞察","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2558631345?lang=zh_cn&edition=full","pubTime":"2025-08-11 13:52","pubTimestamp":1754891557,"startTime":"0","endTime":"0","summary":"博敏电子股价今日表现强势，截至13点52分，公司股价上涨5.13%，报10.66元/股。资金扰动与事件冲击共振近期博敏电子股价波动加剧，短期扰动因素集中释放。公司新一代电子信息产业项目预计三季度投产，中信证券测算其高端HDI板营收占比有望突破25%，兴业证券认为汽车电子订单落地或成业绩拐点。当前股价10.67元接近中信证券目标价下限10.5元，若产能利用率提升与订单兑现形成合力，或打开估值修复空间。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250811135246a4814fa8&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, 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17:27","pubTimestamp":1754645232,"startTime":"0","endTime":"0","summary":"证券之星消息，博敏电子(603936)08月08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：公司的产品是否可以应用于半导体领域？博敏电子回复：尊敬的投资者，您好！公司AMB陶瓷衬板陆续在第三代半导体功率模块头部企业量产应用，同时拓展了国内外其他头部企业、海外车企供应链等，并获得小批量交付、认证通过、定点开发等。感谢您的关注。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/RB2025080800027903.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":["159582","603936","BK0214"],"gpt_icon":0},{"id":"2557515182","title":"EDR概念盘中跳水，博敏电子跌0.98%","url":"https://stock-news.laohu8.com/highlight/detail?id=2557515182","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2557515182?lang=zh_cn&edition=full","pubTime":"2025-08-08 09:38","pubTimestamp":1754617125,"startTime":"0","endTime":"0","summary":"08月08日，EDR概念盘中跳水，截至09点38分，EDR概念整体指数下跌1.02%，报1459.020点。从个股上来看，该概念的成分股中，博敏电子跌0.98%，富临运业、协创数据、天融信跌幅居前。从资金上来看，截止发稿，EDR概念概念主力净流入为-2.28亿，其中天融信受到资金热捧，主力净流入51.32万；拉长时间线来看，该板块近20日主力资金净流入-32.18亿。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080809384594d6adad&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, 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你好！如果博敏也具备了生产英伟达相关产品的能力，公司有制定进入英伟达产业链，提升业绩市值的计划吗公司回答表示，尊敬的投资者，您好！公司目前与英伟达暂未有直接合作关系，我们始终密切关注市场动态，并积极拓展与更多优秀企业的合作机会，力争逐步切入优质客户供应链，以不断提升公司的市场份额和竞争力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250725181207971e1c9f&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, 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09:47","pubTimestamp":1753321675,"startTime":"0","endTime":"0","summary":"07月24日，MiniLED概念盘中拉升，截至09点47分，MiniLED概念整体指数上涨1.00%，报1270.340点。从个股上来看，该概念的成分股中，博敏电子涨4.06%，新益昌、福日电子、瑞丰光电涨幅居前。从资金上来看，截止发稿，MiniLED概念主力净流入为1.01亿，其中东山精密受到资金热捧，主力净流入2857.92万；拉长时间线来看，该板块近20日主力资金净流入-81.71亿。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724094755971aef59&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, 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09:40","pubTimestamp":1753321244,"startTime":"0","endTime":"0","summary":"博敏电子股价大幅上涨，最新价报10.10元，上涨5.10%。资金博弈与事件扰动引发股价震荡近期博敏电子股价波动加剧，高频资金博弈成为主要推手。技术突破与产业周期重塑估值中枢长期价值锚点聚焦公司技术升级进程。新一代电子信息产业项目预计三季度投产，中信证券测算其高端HDI板营收占比有望突破25%。机构普遍建议关注产能释放节奏与订单兑现情况，中信证券维持\"观察\"评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724094047a4601e74&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, 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09:38","pubTimestamp":1753321098,"startTime":"0","endTime":"0","summary":"07月24日，EDR概念盘中拉升，截至09点38分，EDR概念整体指数上涨0.53%，报1417.830点。从个股上来看，该概念的成分股中，富临运业涨停，国投智能、博敏电子、江波龙涨幅居前。从资金上来看，截止发稿，EDR概念概念主力净流入为3651.64万，其中博敏电子受到资金热捧，主力净流入1888.72万；拉长时间线来看，该板块近20日主力资金净流入-43.35亿。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724093818a4601d0e&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, 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09:37","pubTimestamp":1753321022,"startTime":"0","endTime":"0","summary":"07月24日，元件行业盘中拉升，截至09点36分，元件行业整体指数上涨0.52%，报9287.480点。从个股上来看，该行业的成分股中，逸豪新材涨4.11%，威尔高、深南电路、博敏电子涨幅居前。从资金上来看，截止发稿，元件行业主力净流入为4.28亿，其中胜宏科技受到资金热捧，主力净流入1.72亿；拉长时间线来看，该板块近20日主力资金净流入-91.21亿。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250724093702971aea37&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, 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17:42","pubTimestamp":1752831743,"startTime":"0","endTime":"0","summary":"证券之星消息，博敏电子(603936)07月18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：公司是国内稀有的已实现量产的陶瓷衬板生产商，公司AMB产能规模排名第二。请问，以公司目前在这一方面的产能，今年能贡献利润吗，公司对这一业务后续还有什么规划，什么时候能开始持续为公司增加业绩博敏电子回复：尊敬的投资者您好，因车规级客户认证周期较长，公司AMB产品处于客户验证和拓展阶段。未来公司将加快客户导入进程，提高稼动率，进而提升公司收入水平。感谢您的关注！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/RB2025071800028424.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":["603936","BK0214"],"gpt_icon":0},{"id":"2552986460","title":"博敏电子：当前主要聚焦于AI服务器、网络通信、汽车电子三大领域的高速及高可靠性PCB产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2552986460","media":"互动易","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2552986460?lang=zh_cn&edition=full","pubTime":"2025-07-18 17:42","pubTimestamp":1752831721,"startTime":"0","endTime":"0","summary":"有投资者向博敏电子提问， 尊敬的董秘，您好！梅州二期于2021年投入建设（总投资30亿），目前建设进展如何？已投入生产的主要产品有哪些？2025年获得的订单情况如何？请及时回复，谢谢！公司回答表示，尊敬的投资者，您好。创芯智造园的第1座专业化智能制造工厂已于5月陆续投产，当前主要聚焦于AI服务器、网络通信、汽车电子三大领域的高速及高可靠性PCB产品。感谢您的关注！","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718175709a6b1e29a&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, 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做为一家老牌的PCB上市公司，公司虽然在营业规模上有所增长，但这几年业绩持续亏损，股票市值远远落后于同行上市公司，投资者深受其害。请问公司控股股东和高管们有没有在乎我们投资者的感受，有没有规划采取措施来提振投资者的信心公司回答表示，尊敬的投资者，您好。公司股价受宏观经济、行业环境、市场情绪等多重因素综合影响，存在波动及不确定性。公司高度重视每一位投资者的利益，公司将继续深耕主业聚焦核心业务、提升经营管理质量，推动公司价值的合理回归。感谢您的关注！","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718175734a453384e&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, 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17:41","pubTimestamp":1752831685,"startTime":"0","endTime":"0","summary":"金融界7月18日消息，有投资者在互动平台向博敏电子提问：今天又说这好那好，但业绩为什么长期不行？股价为什么长期不行？公司回答表示：尊敬的投资者，您好。公司股价受宏观经济、行业环境、市场情绪等多重因素综合影响，存在波动及不确定性。近两年，公司积极拓展新业务和扩充高端产能，但是新业务正处于前期高成本投入阶段，产能尚未充分释放，一定程度上导致近期业绩表现不佳。公司将积极开拓新业务，相信随着新项目的逐步成熟和市场需求的回暖，公司将能够提供更多高附加值产品和业务，从而为股东创造更大的价值。感谢您的关注！","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071817462697aaf5d9&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, 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董秘您好：同行业的胜宏科技市值是博敏电子的23倍，胜宏科技主要优势是英伟达算力板供应商，5阶/6阶HDI板量产，单机PCB价值量1.2万元，Blackwell项目带动毛利率提升至28%，博敏电子有相关5阶/6阶HDI板量产么？公司回答表示，尊敬的投资者您好，公司09年涉足HDI领域，并于2011年实现量产和掌握任意阶产品的生产工艺技术。目前HDI产品在梅州（含募投项目）、江苏工厂均有生产，覆盖高端消费类电子、计算存储、光模块、IoT模块等领域，但不同阶数在不同领域的量产能力亦存在不同，感谢您的关注！","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718175546a4533740&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, 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