002463 沪电股份
已收盘 09-24 15:00:00
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沪电股份（002463）9月23日主力资金净买入10.21亿元
证券之星 · 09-24 09:10
沪电股份（002463）9月23日主力资金净买入10.21亿元
资金再次转向科技！超140亿元，涌入这一方向
同花顺 · 09-19
资金再次转向科技！超140亿元，涌入这一方向
研报掘金丨华创证券：维持沪电股份“强推”评级，新产能投产有望加速业绩释放
格隆汇 · 09-16
研报掘金丨华创证券：维持沪电股份“强推”评级，新产能投产有望加速业绩释放
9月7日沪电股份（002463）龙虎榜数据：机构净买入8.88亿元，北向资金净买入9.12亿元
证券之星 · 09-07
9月7日沪电股份（002463）龙虎榜数据：机构净买入8.88亿元，北向资金净买入9.12亿元
太平洋：给予沪电股份买入评级
证券之星 · 09-02
太平洋：给予沪电股份买入评级
沪电股份（002463）披露2024年度股票期权激励计划第一个行权期采用自主行权模式，9月1日股价下跌3.35%
证券之星 · 09-01
沪电股份（002463）披露2024年度股票期权激励计划第一个行权期采用自主行权模式，9月1日股价下跌3.35%
超99%基民实现盈利！睿远基金傅鹏博、赵枫隐形重仓股曝光 内部员工大幅增持
澎湃新闻 · 08-27
超99%基民实现盈利！睿远基金傅鹏博、赵枫隐形重仓股曝光 内部员工大幅增持
沪电股份：2026年上半年营业收入和净利润较上年同期均有较快增长
证券之星 · 08-26
沪电股份：2026年上半年营业收入和净利润较上年同期均有较快增长
沪电股份：印制电路板产品主要应用于高速网络交换机及路由器、AI服务器及HPC、通用服务器、无线通信网络及智能汽车等领域
证券之星 · 08-26
沪电股份：印制电路板产品主要应用于高速网络交换机及路由器、AI服务器及HPC、通用服务器、无线通信网络及智能汽车等领域
沪电股份(002463)6月30日股东户数36.71万户，较上期增加52.37%
证券之星 · 08-26
沪电股份(002463)6月30日股东户数36.71万户，较上期增加52.37%
沪电股份（002463）发布关于调整新建印制电路板生产项目及其配套设施的公告，8月25日股价下跌1.11%
证券之星 · 08-25
沪电股份（002463）发布关于调整新建印制电路板生产项目及其配套设施的公告，8月25日股价下跌1.11%
沪电股份最新公告：2026年半年度净利润同比增长73.72%
证券之星 · 08-25
沪电股份最新公告：2026年半年度净利润同比增长73.72%
沪电股份：新增产能或将带来利润空间结构性挤压
证券之星 · 08-25
沪电股份：新增产能或将带来利润空间结构性挤压
沪电股份：上半年净利29.23亿元，同比增73.72%
格隆汇 · 08-25
沪电股份：上半年净利29.23亿元，同比增73.72%
沪电股份：汽车用PCB是一个有规模、有独立驱动力的细分市场
证券之星 · 08-25
沪电股份：汽车用PCB是一个有规模、有独立驱动力的细分市场
沪电股份：通过技术工艺创新、产品结构优化应对原材料价格上涨风险
证券之星 · 08-25
沪电股份：通过技术工艺创新、产品结构优化应对原材料价格上涨风险
沪电股份：公司生产经营正常，订单符合行业整体需求状况
证券之星 · 08-25
沪电股份：公司生产经营正常，订单符合行业整体需求状况
沪电股份：现阶段主力产品良率处于相对稳定水平
证券之星 · 08-25
沪电股份：现阶段主力产品良率处于相对稳定水平
沪电股份：保证信息披露真实、准确、及时、公平
证券之星 · 08-25
沪电股份：保证信息披露真实、准确、及时、公平
【机构调研记录】华夏基金调研九号公司、沪电股份等3只个股（附名单）
证券之星 · 08-13
【机构调研记录】华夏基金调研九号公司、沪电股份等3只个股（附名单）
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PCB产品。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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17:53","pubTimestamp":1788774790,"startTime":"0","endTime":"0","summary":"证券之星消息，沪深交易所2026年9月7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9月7日收盘，沪电股份报收于122.65元，上涨10.0%，涨停，换手率4.17%，成交量80.1万手，成交额96.14亿元。从龙虎榜公布的当日买卖数据来看，机构合计净买入8.88亿元，北向资金合计净买入9.12亿元。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/RB2026090700023513.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1255011170.USD","LU2778985437.USD","002463","LU1997245177.USD","BK0214","LU1328615791.USD","LU1064130708.USD","LU0231483743.USD","LU1997245094.SGD","LU2495084118.USD","LU0052750758.USD","LU2213484517.USD","BK0028","LU2351347302.SGD","LU0708995583.HKD","LU2148510915.USD","LU2187417386.USD","LU1655091616.SGD","LU1146622755.USD","LU1997244956.HKD","LU2929501877.USD","LU2476274308.USD","LU1820825898.SGD","LU0588546209.SGD","LU1064131003.USD","LU0320764599.SGD","LU0307460666.USD","LU2476274720.SGD","IE0034224299.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664603895","title":"太平洋：给予沪电股份买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2664603895","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664603895?lang=zh_cn&edition=full","pubTime":"2026-09-02 12:14","pubTimestamp":1788322443,"startTime":"0","endTime":"0","summary":"太平洋证券股份有限公司张世杰,李珏晗近期对沪电股份进行研究并发布了研究报告《Q2盈利能力跃升，国内外扩产持续推进》，给予沪电股份买入评级。最新盈利预测明细如下：该股最近90天内共有14家机构给出评级，买入评级13家，增持评级1家；过去90天内机构目标均价为142.56。本文数据来源于太平洋证券股份有限公司，仅供参考不构成投资建议。","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":"https://stock.stockstar.com/RB2026090200019044.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":["601099","002463"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664852589","title":"沪电股份（002463）披露2024年度股票期权激励计划第一个行权期采用自主行权模式，9月1日股价下跌3.35%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664852589","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664852589?lang=zh_cn&edition=full","pubTime":"2026-09-01 22:01","pubTimestamp":1788271307,"startTime":"0","endTime":"0","summary":"截至2026年9月1日收盘，沪电股份报收于120.72元，较前一交易日下跌3.35%，最新总市值为2323.09亿元。该股当日开盘124.88元，最高125.32元，最低119.28元，成交额达51.77亿元，换手率为2.22%。近日，沪士电子股份有限公司发布关于《公司2024年度股票期权激励计划》第一个行权期采用自主行权模式的提示性公告。第一个行权期等待期已于2026年9月26日届满，实际可行权期限为2026年9月28日至2027年9月24日。","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/RB2026090100042161.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2148510915.USD","LU0052750758.USD","IE0034224299.USD","LU2495084118.USD","LU2213484517.USD","LU1997245177.USD","LU1820825898.SGD","LU1655091616.SGD","LU2476274720.SGD","LU1064131003.USD","LU2778985437.USD","BK0028","LU0708995583.HKD","LU0320764599.SGD","LU1146622755.USD","LU1997244956.HKD","LU2929501877.USD","LU1255011170.USD","LU0588546209.SGD","LU2476274308.USD","LU0231483743.USD","LU1997245094.SGD","LU1064130708.USD","002463","BK0214","LU0307460666.USD","LU2351347302.SGD","LU2187417386.USD","LU1328615791.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662722911","title":"超99%基民实现盈利！睿远基金傅鹏博、赵枫隐形重仓股曝光 内部员工大幅增持","url":"https://stock-news.laohu8.com/highlight/detail?id=2662722911","media":"澎湃新闻","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662722911?lang=zh_cn&edition=full","pubTime":"2026-08-27 11:28","pubTimestamp":1787801280,"startTime":"0","endTime":"0","summary":"【超99%基民实现盈利！睿远基金傅鹏博、赵枫隐形重仓股曝光 内部员工大幅增持】睿远基金旗下两位明星基金经理在管产品披露2026年半年报，超99%基民均实现盈利。8月27日，据基金产品最新披露的隐形重仓股，在2026年上半年，傅鹏博和朱璘管理的睿远成长价值混合基金首次建仓了联讯仪器、中钨高新、天孚通信这3只个股，寒武纪、康哲药业、蓝晓科技等标的则遭其减仓。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608273856130538.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608273856130538.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["000657","LU1655091616.SGD","LU1251922891.USD","LU2213484517.USD","LU0164939612.USD","SG9999001093.SGD","SG9999001051.SGD","002463","IE00BZ08YS42.EUR","BK0229","01339","LU0821914370.USD","LU1282651121.HKD","600031","LU2399975544.HKD","02423","LU1224444064.USD","BK0187","IE00B12V2V27.USD","600926","LU0348766576.USD","000651","BK0000","688808","00966","LU2148510915.USD","BK1144","LU0456827905.SGD","LU1979443071.USD","LU2495084118.USD","300049","LU1497733631.SGD","300487","BK0032","601225","688256","600233","00425","BK0113","LU1820825898.SGD","600183","300394","601318","BK1589","SG9999001069.SGD","LU2328871848.SGD","LU2351347302.SGD","LU0405327494.USD","LU0326950275.SGD","01209"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662895714","title":"沪电股份：2026年上半年营业收入和净利润较上年同期均有较快增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2662895714","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662895714?lang=zh_cn&edition=full","pubTime":"2026-08-26 20:51","pubTimestamp":1787748684,"startTime":"0","endTime":"0","summary":"证券之星消息，沪电股份(002463)08月25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：请问董秘，公司在今年AI发展的大趋势下产能是否拉满？公司各类订单是否充足？谢谢！！沪电股份回复：您好，公司生产经营正常，订单符合行业整体需求状况。2026年上半年，受益于高速交换机、AI服务器、高性能计算及智能汽车等应用领域的结构性需求，叠加公司产品结构的持续优化，公司2026年上半年公司营业收入和净利润较上年同期均有较快增长，谢谢!本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：刘浩然","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/RB2026082600048668.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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662714861","title":"沪电股份：印制电路板产品主要应用于高速网络交换机及路由器、AI服务器及HPC、通用服务器、无线通信网络及智能汽车等领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2662714861","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662714861?lang=zh_cn&edition=full","pubTime":"2026-08-26 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17:42","pubTimestamp":1787737348,"startTime":"0","endTime":"0","summary":"证券之星消息，近日沪电股份披露，截至2026年6月30日公司股东户数为36.71万户，较3月31日增加12.62万户，增幅为52.37%。在元件行业个股中，沪电股份股东户数高于行业平均水平，截至6月30日，元件行业平均股东户数为7.41万户。从股价来看，2026年3月31日至2026年6月30日，沪电股份区间涨幅为102.07%，在此期间股东户数增加12.62万户，增幅为52.37%。","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/RB2026082600039877.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1064131003.USD","IE0034224299.USD","LU2495084118.USD","LU2929501877.USD","LU2187417386.USD","LU2778985437.USD","LU2476274308.USD","002463","LU2213484517.USD","LU1328615791.USD","BK0214","LU0320764599.SGD","LU0708995583.HKD","LU2351347302.SGD","LU1997245094.SGD","LU2148510915.USD","LU2476274720.SGD","LU1820825898.SGD","LU1997245177.USD","LU0307460666.USD","LU1655091616.SGD","LU0231483743.USD","LU1997244956.HKD","BK0028","LU0052750758.USD","LU1146622755.USD","LU0588546209.SGD","LU1064130708.USD","LU1255011170.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662758632","title":"沪电股份（002463）发布关于调整新建印制电路板生产项目及其配套设施的公告，8月25日股价下跌1.11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662758632","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662758632?lang=zh_cn&edition=full","pubTime":"2026-08-25 22:05","pubTimestamp":1787666735,"startTime":"0","endTime":"0","summary":"截至2026年8月25日收盘，沪电股份报收于114.29元，较前一交易日下跌1.11%，最新总市值为2199.36亿元。该股当日开盘113.08元，最高118.12元，最低112.22元，成交额达47.34亿元，换手率为2.14%。公告显示，公司于2026年8月24日召开董事会会议，审议通过调整新建印制电路板生产项目及其配套设施的议案。公司已于2026年8月13日取得三期项目用地不动产权证书，土地面积102,991平方米。本次调整不影响项目总体投资及其他内容。","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/RB2026082500050107.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","BK0214","LU0708995583.HKD","LU2213484517.USD","LU1997244956.HKD","002463","IE0034224299.USD","LU0307460666.USD","LU1064131003.USD","LU1064130708.USD","LU1146622755.USD","LU2929501877.USD","BK0028","LU2148510915.USD","LU2476274308.USD","LU0320764599.SGD","LU1997245094.SGD","LU2778985437.USD","LU2351347302.SGD","LU2476274720.SGD","LU0588546209.SGD","LU1328615791.USD","LU1820825898.SGD","LU0052750758.USD","LU2187417386.USD","LU0231483743.USD","LU1997245177.USD","LU2495084118.USD","LU1655091616.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662733647","title":"沪电股份最新公告：2026年半年度净利润同比增长73.72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662733647","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662733647?lang=zh_cn&edition=full","pubTime":"2026-08-25 17:58","pubTimestamp":1787651890,"startTime":"0","endTime":"0","summary":"沪电股份(002463.SZ)公告称，公司发布2026年半年度报告，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29.23亿元，同比增长73.72%。业绩增长主要系受益于高速交换机、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，营业收入同比增加。公司计划2026年半年度不派发现金红利，不送红股，不以公积金转增股本。注：公司Q2净利润16.81亿，Q1净利润12.42亿，据此计算，Q2净利润环比增长35%。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":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082500038136.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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662808977","title":"沪电股份：新增产能或将带来利润空间结构性挤压","url":"https://stock-news.laohu8.com/highlight/detail?id=2662808977","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662808977?lang=zh_cn&edition=full","pubTime":"2026-08-25 17:12","pubTimestamp":1787649141,"startTime":"0","endTime":"0","summary":"证券之星消息，沪电股份08月25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：同行深南电路、胜宏科技持续加码高速PCB产能，未来2–3年行业新增产能投放，会不会带来产品价格竞争压力？","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/RB2026082500034890.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":["IE0034224299.USD","LU2778985437.USD","LU2187417386.USD","LU2148510915.USD","LU1064131003.USD","LU0307460666.USD","LU2476274308.USD","002463","LU1064130708.USD","LU0231483743.USD","LU1997244956.HKD","LU1997245177.USD","LU1655091616.SGD","LU0708995583.HKD","LU1146622755.USD","BK0214","LU0588546209.SGD","LU2213484517.USD","LU1820825898.SGD","LU2495084118.USD","LU1997245094.SGD","BK0028","LU2929501877.USD","LU0320764599.SGD","LU1255011170.USD","LU2351347302.SGD","LU0052750758.USD","LU1328615791.USD","LU2476274720.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662787001","title":"沪电股份：上半年净利29.23亿元，同比增73.72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662787001","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662787001?lang=zh_cn&edition=full","pubTime":"2026-08-25 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17:09","pubTimestamp":1787648950,"startTime":"0","endTime":"0","summary":"证券之星消息，沪电股份(002463)08月25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：汽车电子业务持续扩产，目前产能利用率大概多少？汽车PCB能否形成有效第二曲线对冲算力周期波动？沪电股份回复：您好，汽车电子是公司PCB产品的重要应用领域之一，汽车用PCB是一个有规模、有独立驱动力的细分市场，公司在该领域产能利用率保持在合理水平，谢谢！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：刘浩然","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/RB2026082500034708.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","LU2929501877.USD","LU1997245094.SGD","LU1997244956.HKD","LU1997245177.USD","LU1146622755.USD","LU2476274308.USD","LU0708995583.HKD","LU1064130708.USD","LU1820825898.SGD","LU2778985437.USD","LU1655091616.SGD","LU0588546209.SGD","BK0214","IE0034224299.USD","LU2148510915.USD","LU0231483743.USD","LU1064131003.USD","LU2476274720.SGD","LU2495084118.USD","LU2187417386.USD","LU2351347302.SGD","LU0052750758.USD","LU0307460666.USD","LU1255011170.USD","LU2213484517.USD","LU1328615791.USD","LU0320764599.SGD","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662808007","title":"沪电股份：通过技术工艺创新、产品结构优化应对原材料价格上涨风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2662808007","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662808007?lang=zh_cn&edition=full","pubTime":"2026-08-25 17:09","pubTimestamp":1787648949,"startTime":"0","endTime":"0","summary":"证券之星消息，沪电股份(002463)08月25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：覆铜板、铜价近期波动，公司当前原材料成本压力如何，毛利率能否维持现阶段水平？沪电股份回复：您好，公司始终坚持通过技术工艺创新、产品结构优化，提高供应链合作深度，建立多元化供应来源等多种手段，应对原材料价格上涨的风险；同时提高与客户合作的深度，将原材料价格上涨的压力予以转移或化解。PCB属于高度定制化产品，公司采取以技术价值与质量溢价为导向，并随市场供需动态调整的灵活定价机制，谢谢！本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：刘浩然","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/RB2026082500034707.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":["LU1655091616.SGD","LU1997245177.USD","LU0052750758.USD","LU2476274308.USD","002463","LU2213484517.USD","LU0708995583.HKD","LU2778985437.USD","LU1255011170.USD","LU1146622755.USD","LU0307460666.USD","LU2476274720.SGD","LU1064130708.USD","LU1997245094.SGD","LU2187417386.USD","LU0231483743.USD","LU0588546209.SGD","LU1820825898.SGD","IE0034224299.USD","LU2148510915.USD","LU1328615791.USD","LU2351347302.SGD","LU2929501877.USD","LU0320764599.SGD","LU2495084118.USD","LU1064131003.USD","BK0214","BK0028","LU1997244956.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662787032","title":"沪电股份：公司生产经营正常，订单符合行业整体需求状况","url":"https://stock-news.laohu8.com/highlight/detail?id=2662787032","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662787032?lang=zh_cn&edition=full","pubTime":"2026-08-25 17:06","pubTimestamp":1787648772,"startTime":"0","endTime":"0","summary":"证券之星消息，沪电股份08月25日在投资者关系平台上答复投资者关心的问题。公司始终坚持通过技术工艺创新、产品结构优化，提高供应链合作深度，建立多元化供应来源等多种手段，应对原材料价格上涨的风险；同时提高与客户合作的深度，将原材料价格上涨的压力予以转移或化解。","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/RB2026082500034532.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":["LU0708995583.HKD","LU2351347302.SGD","LU1255011170.USD","LU2213484517.USD","LU1655091616.SGD","002463","LU1146622755.USD","LU2778985437.USD","LU0052750758.USD","LU1328615791.USD","LU0588546209.SGD","BK0028","IE0034224299.USD","LU1997245094.SGD","LU0231483743.USD","LU2148510915.USD","LU1997244956.HKD","LU2495084118.USD","BK0214","LU1064130708.USD","LU2929501877.USD","LU2476274720.SGD","LU1064131003.USD","LU0320764599.SGD","LU2476274308.USD","LU0307460666.USD","LU1997245177.USD","LU1820825898.SGD","LU2187417386.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662870307","title":"沪电股份：现阶段主力产品良率处于相对稳定水平","url":"https://stock-news.laohu8.com/highlight/detail?id=2662870307","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662870307?lang=zh_cn&edition=full","pubTime":"2026-08-25 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08:12","pubTimestamp":1786579946,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及8月12日披露的机构调研信息，华夏基金近期对3家上市公司进行了调研，相关名单如下：1）九号公司 调研纪要：2026年上半年电动两轮车毛利率受原材料上涨及产品结构变化影响，7月起通过提价缓解压力，三季度出货量大，电自占比提升。3）炬申股份 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