002463 沪电股份
已收盘 07-23 15:00:00
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股市必读：沪电股份（002463）7月21日披露最新机构调研信息
证券之星 · 07-22 01:46
股市必读：沪电股份（002463）7月21日披露最新机构调研信息
7月21日沪电股份涨6.59%，富国新兴产业股票A基金重仓该股
证券之星 · 07-21 16:48
7月21日沪电股份涨6.59%，富国新兴产业股票A基金重仓该股
龙虎榜丨沪电股份今日跌停 2家机构专用席位净卖出1.65亿元
格隆汇 · 07-20
龙虎榜丨沪电股份今日跌停 2家机构专用席位净卖出1.65亿元
异动快报：沪电股份（002463）7月20日13点53分触及跌停板
证券之星 · 07-20
异动快报：沪电股份（002463）7月20日13点53分触及跌停板
沪电股份：公司在终端客户产品开发的极早期便全面介入
证券日报网 · 07-15
沪电股份：公司在终端客户产品开发的极早期便全面介入
龙虎榜 | 超25亿资金狂抛华天科技！深股通6.39亿爆买沪电股份
格隆汇 · 07-14
龙虎榜 | 超25亿资金狂抛华天科技！深股通6.39亿爆买沪电股份
7月14日沪电股份（002463）龙虎榜数据：机构净买入5.97亿元，北向资金净买入6.39亿元
证券之星 · 07-14
7月14日沪电股份（002463）龙虎榜数据：机构净买入5.97亿元，北向资金净买入6.39亿元
7月14日沪电股份涨10.00%，融通新能源汽车主题精选混合A基金重仓该股
证券之星 · 07-14
7月14日沪电股份涨10.00%，融通新能源汽车主题精选混合A基金重仓该股
沪电股份涨10.00%，信达证券二个月前给出“买入”评级
证券之星 · 07-14
沪电股份涨10.00%，信达证券二个月前给出“买入”评级
异动快报：沪电股份（002463）7月14日13点4分触及涨停板
证券之星 · 07-14
异动快报：沪电股份（002463）7月14日13点4分触及涨停板
容大感光：高端感光线路油墨已在胜宏科技、深南电路、沪电股份等PCB头部厂商实现批量供货
证券之星 · 07-14
容大感光：高端感光线路油墨已在胜宏科技、深南电路、沪电股份等PCB头部厂商实现批量供货
沪电股份（002463）披露2026年半年度业绩预告，7月13日股价下跌3.69%
证券之星 · 07-13
沪电股份（002463）披露2026年半年度业绩预告，7月13日股价下跌3.69%
AI算力需求爆发，沪电股份上半年净利最高预增78%，泰国工厂Q2单季扭亏｜财报见闻
华尔街见闻 · 07-13
AI算力需求爆发，沪电股份上半年净利最高预增78%，泰国工厂Q2单季扭亏｜财报见闻
沪电股份(002463.SZ)发预增，预计半年度归母净利润28.3亿元-30亿元，同比增长68.17%-78.28%
智通财经 · 07-13
沪电股份(002463.SZ)发预增，预计半年度归母净利润28.3亿元-30亿元，同比增长68.17%-78.28%
沪电股份：预计2026年1-6月每股收益盈利:1.47元至1.56元
证券之星 · 07-13
沪电股份：预计2026年1-6月每股收益盈利:1.47元至1.56元
沪电股份：预计2026年1-6月归属净利润盈利28.3亿元至30亿元
证券之星 · 07-13
沪电股份：预计2026年1-6月归属净利润盈利28.3亿元至30亿元
沪电股份：上半年净利同比预增68%-78%
格隆汇 · 07-13
沪电股份：上半年净利同比预增68%-78%
冠军LOF基金周五再次全天停牌：6月来39次停牌，场内溢价仍超31%
澎湃新闻 · 07-10
冠军LOF基金周五再次全天停牌：6月来39次停牌，场内溢价仍超31%
沪电股份涨7.10%，信达证券二个月前给出“买入”评级
证券之星 · 07-09
沪电股份涨7.10%，信达证券二个月前给出“买入”评级
沪电股份：数据通讯事业部已有超70%的海外客户完成认证，其产能利用率已基本满载
财闻 · 07-07
沪电股份：数据通讯事业部已有超70%的海外客户完成认证，其产能利用率已基本满载
暂无数据
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、物业服务、销售可回收边角料、房屋出租等。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
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16:48","pubTimestamp":1784623719,"startTime":"0","endTime":"0","summary":"证券之星消息，7月21日沪电股份涨6.59%，收盘报122.6元，换手率5.1%，成交量98.1万手，成交额113.16亿元。根据2026基金半年报公募基金重仓股数据，重仓该股的公募基金共115家，其中持有数量最多的公募基金为富国基金的富国新兴产业股票A。富国新兴产业股票A的前十大重仓股如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","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/RB2026072100030899.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":["LU1255011170.USD","LU2213484517.USD","LU0231483743.USD","BK0028","LU1064131003.USD","LU2187417386.USD","LU1997245094.SGD","LU2476274720.SGD","LU1997244956.HKD","BK0214","LU2476274308.USD","LU2929501877.USD","LU0588546209.SGD","LU2778985437.USD","LU1997245177.USD","LU1820825898.SGD","LU1655091616.SGD","LU1064130708.USD","LU1328615791.USD","002463","LU0052750758.USD","LU0307460666.USD","LU2351347302.SGD","LU1146622755.USD","LU0320764599.SGD","IE0034224299.USD","LU2148510915.USD","LU0708995583.HKD","LU2495084118.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652296578","title":"龙虎榜丨沪电股份今日跌停 2家机构专用席位净卖出1.65亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2652296578","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2652296578?lang=zh_cn&edition=full","pubTime":"2026-07-20 16:35","pubTimestamp":1784536533,"startTime":"0","endTime":"0","summary":null,"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://www.gelonghui.com/rss/live/live.xml","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":"live_gelonghui","symbols":["LU2778985437.USD","LU1255011170.USD","LU1146622755.USD","BK0028","LU1997245177.USD","LU1064130708.USD","LU2476274308.USD","LU2476274720.SGD","LU2148510915.USD","LU2187417386.USD","IE0034224299.USD","LU1997244956.HKD","002463","LU0588546209.SGD","LU1997245094.SGD","LU0231483743.USD","LU1820825898.SGD","LU1655091616.SGD","LU2495084118.USD","LU2351347302.SGD","LU1064131003.USD","LU0708995583.HKD","LU0307460666.USD","LU2929501877.USD","BK0214","LU0052750758.USD","LU1328615791.USD","LU2213484517.USD","LU0320764599.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652026765","title":"异动快报：沪电股份（002463）7月20日13点53分触及跌停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2652026765","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2652026765?lang=zh_cn&edition=full","pubTime":"2026-07-20 13:56","pubTimestamp":1784526963,"startTime":"0","endTime":"0","summary":"证券之星7月20日盘中消息，13点53分沪电股份（002463）触及跌停板。其所属行业元件目前下跌。领涨股为科翔股份。该股为出海龙头，无人驾驶，汽车零部件概念热股，当日出海龙头概念上涨0.76%。7月17日的资金流向数据方面，主力资金净流出10.39亿元，占总成交额8.54%，游资资金净流入2.37亿元，占总成交额1.95%，散户资金净流入8.02亿元，占总成交额6.6%。近5日资金流向一览见下表：沪电股份主要指标及行业内排名如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","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/RB2026072000016210.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":["LU1997245094.SGD","LU2929501877.USD","LU1328615791.USD","LU2495084118.USD","LU0231483743.USD","LU2778985437.USD","LU2476274308.USD","LU1064130708.USD","LU1146622755.USD","002463","LU0588546209.SGD","IE0034224299.USD","LU0052750758.USD","LU0708995583.HKD","LU2351347302.SGD","BK0028","LU2213484517.USD","LU1997244956.HKD","LU0320764599.SGD","LU2187417386.USD","LU0307460666.USD","LU1064131003.USD","LU1255011170.USD","LU2148510915.USD","BK0214","LU1655091616.SGD","LU2476274720.SGD","LU1997245177.USD","LU1820825898.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651461857","title":"沪电股份：公司在终端客户产品开发的极早期便全面介入","url":"https://stock-news.laohu8.com/highlight/detail?id=2651461857","media":"证券日报网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651461857?lang=zh_cn&edition=full","pubTime":"2026-07-15 22:02","pubTimestamp":1784124120,"startTime":"0","endTime":"0","summary":"证券日报网7月15日讯，沪电股份在接受调研者提问时表示，针对供应链可能出现的瓶颈，主动而且战略性地深化合作与协同创新机制。伴随高阶PCB向超低损耗树脂、超低轮廓铜箔(HVLP)及特种高性能玻纤布加速演进，严苛的工艺壁垒与良率瓶颈致使部分高端原材料面临阶段性的产能受限，供应偏紧状态。公司在终端客户产品开发的极早期便全面介入，提前参与新一代高端材料的电性能验证与可靠性测试等，缩短材料认证周期，确保在供应紧张时获得优先配额保障；同时全面落实关键物料的战略安全库存，并加速推进多元化与本地化认证，减少原物料断供风险，强化具有韧性的供应链安全壁垒。\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-07-15/doc-inihxaew4700264.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, 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超25亿资金狂抛华天科技！深股通6.39亿爆买沪电股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2651717184","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651717184?lang=zh_cn&edition=full","pubTime":"2026-07-14 17:47","pubTimestamp":1784022453,"startTime":"0","endTime":"0","summary":"单日净买入额前三为东山精密、沪电股份、风华高科","market":"us","thumbnail":"https://img3.gelonghui.com/28296-4c9d3cf4-2557-47c7-8dee-dbf4a4ff00df.jpg?guru_height=2048&guru_width=3072&guru_size=713919","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/28296-4c9d3cf4-2557-47c7-8dee-dbf4a4ff00df.jpg?guru_height=2048&guru_width=3072&guru_size=713919"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/5573056","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":"gelonghui_highlight","symbols":["LU2213484517.USD","LU0320764599.SGD","BK0121","LU0708995583.HKD","LU2476274308.USD","BK0139","LU2187417386.USD","BK0188","BK0028","LU2778985437.USD","LU1146622755.USD","LU1255011170.USD","LU2476274720.SGD","LU2929501877.USD","LU1064130708.USD","LU1820825898.SGD","LU1064131003.USD","BK0125","002463","LU2351347302.SGD","BK0198","LU0231483743.USD","LU0052750758.USD","LU0588546209.SGD","LU2148510915.USD","LU0307460666.USD","LU1655091616.SGD","BK0214","IE0034224299.USD","BK0132","002185","LU1328615791.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651117957","title":"7月14日沪电股份（002463）龙虎榜数据：机构净买入5.97亿元，北向资金净买入6.39亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2651117957","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651117957?lang=zh_cn&edition=full","pubTime":"2026-07-14 17:28","pubTimestamp":1784021338,"startTime":"0","endTime":"0","summary":"证券之星消息，沪深交易所2026年7月14日公布的交易公开信息显示，沪电股份因日涨幅偏离值达到7%的前5只证券登上龙虎榜。此次是近5个交易日内第1次上榜。截至2026年7月14日收盘，沪电股份报收于137.13元，上涨10.0%，涨停，换手率4.89%，成交量94.02万手，成交额125.54亿元。从龙虎榜公布的当日买卖数据来看，机构合计净买入5.97亿元，北向资金合计净买入6.39亿元。深股通专用、沪股通专用为北向资金的交易席位。","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/RB2026071400033577.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":["LU0307460666.USD","LU1820825898.SGD","LU2476274720.SGD","BK0214","LU1064131003.USD","BK0028","LU0708995583.HKD","LU2351347302.SGD","LU0588546209.SGD","LU2213484517.USD","LU1328615791.USD","LU2148510915.USD","LU1064130708.USD","LU1146622755.USD","LU1655091616.SGD","LU0231483743.USD","002463","IE0034224299.USD","LU2476274308.USD","LU0052750758.USD","LU2187417386.USD","LU1255011170.USD","LU2929501877.USD","LU2778985437.USD","LU0320764599.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651173036","title":"7月14日沪电股份涨10.00%，融通新能源汽车主题精选混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2651173036","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651173036?lang=zh_cn&edition=full","pubTime":"2026-07-14 16:27","pubTimestamp":1784017673,"startTime":"0","endTime":"0","summary":"证券之星消息，7月14日沪电股份涨10.00%，收盘报137.13元，换手率4.89%，成交量94.02万手，成交额125.54亿元。根据2026基金半年报公募基金重仓股数据，重仓该股的公募基金共2家，其中持有数量最多的公募基金为融通基金的融通新能源汽车主题精选混合A。融通新能源汽车主题精选混合A的前十大重仓股如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","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/RB2026071400030747.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":["LU2476274720.SGD","LU0588546209.SGD","BK0214","LU1064131003.USD","LU1064130708.USD","BK0028","LU1655091616.SGD","LU0307460666.USD","LU0320764599.SGD","LU0708995583.HKD","LU2148510915.USD","LU2476274308.USD","LU2213484517.USD","LU2778985437.USD","LU2929501877.USD","LU0052750758.USD","LU0231483743.USD","LU1146622755.USD","IE0034224299.USD","002463","LU1820825898.SGD","LU1255011170.USD","LU2187417386.USD","LU1328615791.USD","LU2351347302.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651058173","title":"沪电股份涨10.00%，信达证券二个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2651058173","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651058173?lang=zh_cn&edition=full","pubTime":"2026-07-14 16:27","pubTimestamp":1784017660,"startTime":"0","endTime":"0","summary":"今日沪电股份涨10.00%，收盘报137.13元。2026年4月15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26Q1业绩预告点评：AI算力景气度持续验证，高端产能释放在即》，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，中银证券研究员苏凌瑶,茅珈恺，中邮证券研究员万玮,吴文吉近期也对该股发布了研报，同样给出“买入”评级。","market":"sh","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/RB2026071400030742.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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651152121","title":"异动快报：沪电股份（002463）7月14日13点4分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2651152121","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651152121?lang=zh_cn&edition=full","pubTime":"2026-07-14 13:05","pubTimestamp":1784005550,"startTime":"0","endTime":"0","summary":"证券之星7月14日盘中消息，13点4分沪电股份（002463）触及涨停板。其所属行业元件目前上涨。领涨股为广合科技。该股为出海龙头，PCB板，毫米波雷达概念热股，当日出海龙头概念上涨0.65%，PCB板概念上涨0.48%。7月13日的资金流向数据方面，主力资金净流出5.19亿元，占总成交额7.73%，游资资金净流入3281.39万元，占总成交额0.49%，散户资金净流入4.86亿元，占总成交额7.24%。近5日资金流向一览见下表：沪电股份主要指标及行业内排名如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","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/RB2026071400021344.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","LU1064130708.USD","LU2778985437.USD","LU2187417386.USD","LU1820825898.SGD","LU2929501877.USD","LU1255011170.USD","LU1146622755.USD","LU2351347302.SGD","LU2476274308.USD","LU0320764599.SGD","LU2213484517.USD","LU0708995583.HKD","LU0052750758.USD","IE0034224299.USD","LU0588546209.SGD","LU2148510915.USD","LU2476274720.SGD","BK0028","LU1655091616.SGD","002463","LU1328615791.USD","LU0231483743.USD","LU0307460666.USD","LU1064131003.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651140760","title":"容大感光：高端感光线路油墨已在胜宏科技、深南电路、沪电股份等PCB头部厂商实现批量供货","url":"https://stock-news.laohu8.com/highlight/detail?id=2651140760","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651140760?lang=zh_cn&edition=full","pubTime":"2026-07-14 08:27","pubTimestamp":1783988830,"startTime":"0","endTime":"0","summary":"容大感光回复：您好，就您所关心的问题，答复如下：1、关于各产品所处阶段：① 高端感光线路油墨：公司高阶HDI及IC载板用高端感光线路油墨已在胜宏科技、深南电路、沪电股份等PCB头部厂商实现批量供货，并为其主力供应商之一。③ 高端感光干膜：公司高端感光线路干膜已在部分PCB头部客户通过样品测试，目前正推进小批量/批量验证阶段。","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/RB2026071400008131.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1808992512.USD","BK0214","BK1170","LU0039217434.USD","LU1328615791.USD","002463","BK0229","LU1064131003.USD","LU0320764599.SGD","LU1481107354.HKD","LU1146622755.USD","002916","LU1064130708.USD","300476","LU0052750758.USD","SGXZ49509284.SGD","LU0588546209.SGD","LU1255011170.USD","LU0708995583.HKD","LU2187417386.USD","IE0034224299.USD","BK0028","LU1934453819.USD","02476","LU1655091616.SGD","LU2476274308.USD","LU1979443071.USD","LU2351347302.SGD","LU0871576103.HKD","LU0307460666.USD","LU0164865239.USD","LU0823426480.USD","300576","BK0197","LU0531971595.HKD","LU2778985437.USD","LU0823426308.USD","LU1820825898.SGD","LU0469268626.HKD","LU0164880469.USD","LU0231483743.USD","LU2294711473.HKD","LU0149721374.USD","LU2476274720.SGD","LU2929501877.USD","LU2148510915.USD","SGXZ81163826.USD","LU2213484517.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651117386","title":"沪电股份（002463）披露2026年半年度业绩预告，7月13日股价下跌3.69%","url":"https://stock-news.laohu8.com/highlight/detail?id=2651117386","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651117386?lang=zh_cn&edition=full","pubTime":"2026-07-13 22:01","pubTimestamp":1783951265,"startTime":"0","endTime":"0","summary":"截至2026年7月13日收盘，沪电股份报收于124.66元，较前一交易日下跌3.69%，最新总市值为2398.91亿元。该股当日开盘127.7元，最高132.0元，最低123.12元，成交额达67.19亿元，换手率为2.74%。近日，沪士电子股份有限公司披露2026年半年度业绩预告，预计2026年1月1日至6月30日归属于上市公司股东的净利润为283,000万元至300,000万元，同比增长68.17%至78.28%；扣除非经常性损益后的净利润为273,000万元至288,000万元，同比增长66.08%至75.20%。泰国子公司于2026年第二季度实现单季扭亏为盈。","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/RB2026071300039638.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":["LU0231483743.USD","LU2476274720.SGD","LU2929501877.USD","LU2778985437.USD","LU2148510915.USD","LU2187417386.USD","LU1146622755.USD","LU1328615791.USD","LU0307460666.USD","LU1064131003.USD","BK0028","BK0214","LU0052750758.USD","LU2351347302.SGD","002463","LU0708995583.HKD","LU2476274308.USD","LU2213484517.USD","LU0320764599.SGD","LU0588546209.SGD","LU1064130708.USD","LU1655091616.SGD","LU1255011170.USD","LU1820825898.SGD","IE0034224299.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651529115","title":"AI算力需求爆发，沪电股份上半年净利最高预增78%，泰国工厂Q2单季扭亏｜财报见闻","url":"https://stock-news.laohu8.com/highlight/detail?id=2651529115","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651529115?lang=zh_cn&edition=full","pubTime":"2026-07-13 18:56","pubTimestamp":1783940183,"startTime":"0","endTime":"0","summary":"沪电股份2026年上半年预计归母净利润28.3亿至30亿元，同比增长68%至78%；扣非净利润预计27.3亿至28.8亿元，同比增长66%至75%，业绩增长源自AI服务器、高速交换机及智能汽车需求旺盛，产品结构持续优化。同时，泰国子公司二季度实现扭亏，海外产能进入收获期。","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://wallstreetcn.com/articles/3776803","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":null,"symbols":["002463","ALAI","AIEQ","AIPI"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2651115376","title":"沪电股份(002463.SZ)发预增，预计半年度归母净利润28.3亿元-30亿元，同比增长68.17%-78.28%","url":"https://stock-news.laohu8.com/highlight/detail?id=2651115376","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651115376?lang=zh_cn&edition=full","pubTime":"2026-07-13 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18:07","pubTimestamp":1783937224,"startTime":"0","endTime":"0","summary":"证券之星消息，沪电股份发布业绩预告，预计2026年1-6月每股收益盈利:1.47元至1.56元。沪电股份2026年一季报显示，一季度公司主营收入62.14亿元，同比上升53.91%；归母净利润12.42亿元，同比上升62.9%；扣非净利润11.63亿元，同比上升56.02%；负债率48.64%，投资收益4513.33万元，财务费用1.4亿元，毛利率35.63%。本文数据来源于《沪电股份:2026年半年度业绩预告》，仅供参考不构成投资建议。","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/RB2026071300028304.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU0588546209.SGD","LU2929501877.USD","LU0320764599.SGD","LU1255011170.USD","LU1655091616.SGD","LU1820825898.SGD","LU1146622755.USD","BK0028","LU1064131003.USD","002463","LU2351347302.SGD","LU0708995583.HKD","IE0034224299.USD","LU0307460666.USD","BK0214","LU0231483743.USD","LU1064130708.USD","LU2476274720.SGD","LU1328615791.USD","LU2476274308.USD","LU0052750758.USD","LU2148510915.USD","LU2213484517.USD","LU2778985437.USD","LU2187417386.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651182601","title":"沪电股份：预计2026年1-6月归属净利润盈利28.3亿元至30亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2651182601","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651182601?lang=zh_cn&edition=full","pubTime":"2026-07-13 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16:26","pubTimestamp":1783585569,"startTime":"0","endTime":"0","summary":"今日沪电股份涨7.10%，收盘报137.3元。2026年4月15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26Q1业绩预告点评：AI算力景气度持续验证，高端产能释放在即》，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，中银证券研究员苏凌瑶,茅珈恺，中邮证券研究员万玮,吴文吉近期也对该股发布了研报，同样给出“买入”评级。","market":"sh","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/RB2026070900028341.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":["601059","002463"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649402981","title":"沪电股份：数据通讯事业部已有超70%的海外客户完成认证，其产能利用率已基本满载","url":"https://stock-news.laohu8.com/highlight/detail?id=2649402981","media":"财闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649402981?lang=zh_cn&edition=full","pubTime":"2026-07-07 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