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PCB龙头业绩利好！沪电股份、红板科技披露半年报_我的网站

一 |     　　8月25日晚，PCB（印制电路板）概念股沪电股份、红板科技披露2026年半年度报告。    BANGKOK -- A military tribunal in strife-torn Myanmar has sentenced two high-ranking generals to life imprisonment after they were found guilty of high treason, accepting bribes, illegal possession of foreign currency and violating military discipline, state-run media reported Wednesday.The sentences appeared to be the harshest so far for the senior members of the military’s administrative bodies that were set up after the army seized power from the elected government of Aung San Suu Kyi more than 2 1/2 years ago. The country has been in turmoil since then, with widespread armed resistance to military rule. The officers include Lt. Gen. Moe Myint Tun, who had been army chief of staff, served as a member of the military’s ruling State Administration Council and chaired three major economic supervisory bodies. He was sentenced “to suffer transportation” for a 20-year term equal to a life sentence. “Transportation” is an archaic legal term meaning banishment to a remote place, usually a penal colony. Yan Naung Soe, a brigadier general who served as a joint secretary of one of the committees that Moe Myint Tun chaired, received the same prison sentence, according to the Global New Light of Myanmar newspaper. Both were described as former generals in the report, meaning that they had already been dismissed from the army.Last month, the two officers were reportedly detained in the capital Naypyitaw and investigated, following the arrests of scores of private business operators who allegedly bribed Moe Myint Tun and his subordinates. Moe Myint Tun was removed from the State Administration Council in a reshuffle in late September.In a meeting held a few days after the reshuffle, Myanmar's military leader Senior Gen. Min Aung Hlaing was reported to have told his fellow ruling council members that they had been appointed because they were regarded as trustworthy, and those who abuse their rank would be suspended and punished.。　　沪电股份半年报显示，报告期内，公司实现营业收入136.89亿元，同比增长61.17%；归属于上市公司股东的净利润为29.23亿元，同比增长73.72%。　　上半年，公司PCB业务实现营业收入129.94亿元，同比增长59.39%；32层及以上PCB产品同比大幅增长190.83%。

二 | 公司表示，随着PCB业务产品结构的进一步优化，上半年PCB业务毛利率提升至约40.52%，同比增加约4.06个百分点。　　公司表示，受益于高速交换机、高性能计算等人工智能新兴计算场景对印制电路板的结构性需求，公司营业收入同比增加。　　数据显示，8月25日，沪电股份收跌1.11%，报114.29元/股，总市值为2199.4亿元。今年以来，沪电股份股价累计涨幅超57%。　　红板科技半年报显示，公司上半年实现营业收入20.94亿元，同比增长22.46%；归属于上市公司股东的净利润为5.39亿元，同比增长124.74%。红板科技表示，上半年营收大幅增长主要系公司订单增加、销售单价上涨所致。　　红板科技半年报显示，报告期内，公司聚焦高端高速光模块PCB核心赛道持续深耕布局，公司高速光模块PCB产品实现快速迭代落地，800G、1.6T光模块PCB产品顺利实现量产，技术指标满足行业高端客户要求，订单需求保持旺盛态势。伴随公司IPO募投项目逐步落地投产，产能规模持续扩张，高速光模块PCB业务有望迎来跨越式增长。后续，随着公司mSAP核心工艺持续迭代升级、高阶HDI高端产能稳步释放，公司将持续巩固在AI算力PCB细分赛道的核心竞争优势，助力业务稳步高质量发展，进一步提升整体盈利能力与市场综合实力。　　数据显示，8月25日，红板科技股价收涨0.93%，报87.04元/股，总市值为656.07亿元。自红板科技4月8日上市以来，公司股价累计涨幅达391.75%。（文章来源：中国证券报）。

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Published on:01:37:43