002916 深南电路
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异动快报:深南电路(002916)4月8日11点28分触及涨停板
证券之星 · 11:30
异动快报:深南电路(002916)4月8日11点28分触及涨停板
深南电路(002916)披露2025年年度股东会决议公告,4月7日股价上涨1.48%
证券之星 · 04-07 17:22
深南电路(002916)披露2025年年度股东会决议公告,4月7日股价上涨1.48%
三星Q1利润飙涨8倍!巨头抢签“长合约”,存储板块又爆了
格隆汇 · 04-07 13:44
三星Q1利润飙涨8倍!巨头抢签“长合约”,存储板块又爆了
【机构调研记录】摩根士丹利基金调研聚辰股份、深南电路
证券之星 · 03-30
【机构调研记录】摩根士丹利基金调研聚辰股份、深南电路
【机构调研记录】农银汇理基金调研深南电路
证券之星 · 03-30
【机构调研记录】农银汇理基金调研深南电路
太平洋:给予深南电路买入评级
证券之星 · 03-26
太平洋:给予深南电路买入评级
中银证券:给予深南电路买入评级
证券之星 · 03-17
中银证券:给予深南电路买入评级
深南电路:截至2025年12月31日,公司普通股股东总数为41,456户
证券之星 · 03-16
深南电路:截至2025年12月31日,公司普通股股东总数为41,456户
深南电路(002916)2月28日股东户数5.43万户,较上期增加31.06%
证券之星 · 03-13
深南电路(002916)2月28日股东户数5.43万户,较上期增加31.06%
【热点】英伟达2026催化PCB需求 龙头产能订单同步爆发
PCB资讯 · 03-13
【热点】英伟达2026催化PCB需求 龙头产能订单同步爆发
深南电路最新公告:2025年净利润同比增长74.47%拟10派24元
证券之星 · 03-12
深南电路最新公告:2025年净利润同比增长74.47%拟10派24元
乘AI算力东风,深南电路2025年归母净利润同比大增74%,拟每10股派现24元 | 财报见闻
华尔街见闻 · 03-12
乘AI算力东风,深南电路2025年归母净利润同比大增74%,拟每10股派现24元 | 财报见闻
深南电路:AI服务器需求增长,预测一季度营业收入59.44~63.72亿元,同比增长24.3%~33.2%
朝阳永续 · 03-05
深南电路:AI服务器需求增长,预测一季度营业收入59.44~63.72亿元,同比增长24.3%~33.2%
深南电路最新公告:公司目前经营情况正常无应披露而未披露的重大事项
证券之星 · 02-26
深南电路最新公告:公司目前经营情况正常无应披露而未披露的重大事项
2月26日深南电路(002916)龙虎榜数据:机构净卖出1.74亿元,北向资金净买入1.23亿元
证券之星 · 02-26
2月26日深南电路(002916)龙虎榜数据:机构净卖出1.74亿元,北向资金净买入1.23亿元
深南电路创60日新高,中银证券二个月前给出“买入”评级
证券之星 · 02-26
深南电路创60日新高,中银证券二个月前给出“买入”评级
深南电路(002916)披露董事辞职暨补选审计委员会委员公告,2月24日股价上涨10.0%
证券之星 · 02-24
深南电路(002916)披露董事辞职暨补选审计委员会委员公告,2月24日股价上涨10.0%
深南电路涨10.00%,中银证券二个月前给出“买入”评级
证券之星 · 02-24
深南电路涨10.00%,中银证券二个月前给出“买入”评级
2月24日深南电路(002916)涨停分析:AI算力需求、产能释放驱动
证券之星 · 02-24
2月24日深南电路(002916)涨停分析:AI算力需求、产能释放驱动
异动快报:深南电路(002916)2月24日10点14分触及涨停板
证券之星 · 02-24
异动快报:深南电路(002916)2月24日10点14分触及涨停板
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公司概况
公司名称:
深南电路股份有限公司
所属行业:
计算机、通信和其他电子设备制造业
上市日期:
2017-12-13
主营业务:
深南电路股份有限公司的主营业务是印制电路板、封装基板及电子装联产品的研发、生产及销售。公司的主要产品是印制电路板产品、封装基板产品、电子装联。报告期内,公司研发投入15.91亿元,占营收比重为6.73%。公司各项研发项目进展顺利,下一代通信、数据中心及汽车电子相关PCB技术研发,FC-BGA基板产品能力建设,FC-CSP精细线路基板和存储基板技术能力提升等项目均按期稳步推进。报告期内,公司荣获2025年IPC“PeterSarmanian企业荣誉奖”,以及全国印制电路标准化技术委员会授予的“2025年度标准化工作先进单位”称号,子公司无锡深南、南通深南获评2025年江苏省先进级智能工厂。此外,公司新增授权专利137项,新申请PCT专利14项,多项产品、技术达到国内、国际领先水平。
发行价格:
19.30
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11:30","pubTimestamp":1775619037,"startTime":"0","endTime":"0","summary":"证券之星4月8日盘中消息,11点28分深南电路触及涨停板。其所属行业元件目前上涨。领涨股为N红板。该股为PCB板,苹果产业链,大基金概念概念热股,当日PCB板概念上涨5.67%,苹果产业链概念上涨5.05%,大基金概念概念上涨4.94%。4月7日的资金流向数据方面,主力资金净流入1674.19万元,占总成交额0.92%,游资资金净流出8971.81万元,占总成交额4.92%,散户资金净流入7297.62万元,占总成交额4.0%。","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/RB2026040800014018.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":["002916","LU0823426308.USD","LU2294711473.HKD","BK0214","SGXZ49509284.SGD","LU0823426480.USD","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625298936","title":"深南电路(002916)披露2025年年度股东会决议公告,4月7日股价上涨1.48%","url":"https://stock-news.laohu8.com/highlight/detail?id=2625298936","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625298936?lang=zh_cn&edition=full","pubTime":"2026-04-07 17:22","pubTimestamp":1775553740,"startTime":"0","endTime":"0","summary":"截至2026年4月7日收盘,深南电路报收于215.92元,较前一交易日上涨1.48%,最新总市值为1470.77亿元。该股当日开盘214.0元,最高219.33元,最低213.45元,成交额达18.23亿元,换手率为1.26%。近日,深南电路发布《2025年年度股东会决议公告》。所有议案均获通过,其中变更注册资本及修改章程为特别决议,已获有效表决权股份总数的2/3以上通过。北京市嘉源律师事务所对会议出具法律意见,认为会议召集、召开程序及表决结果合法有效。","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/RB2026040700024307.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":["LU0823426308.USD","LU2294711473.HKD","SGXZ49509284.SGD","BK0214","SGXZ81163826.USD","LU0823426480.USD","002916"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625984023","title":"三星Q1利润飙涨8倍!巨头抢签“长合约”,存储板块又爆了","url":"https://stock-news.laohu8.com/highlight/detail?id=2625984023","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625984023?lang=zh_cn&edition=full","pubTime":"2026-04-07 13:44","pubTimestamp":1775540685,"startTime":"0","endTime":"0","summary":"涨价潮还要持续多久?","market":"sh","thumbnail":"https://img3.gelonghui.com/c3467-7546888e-8c95-47f6-8608-c32231bfdac2.jpg?guru_height=716&guru_width=1280&guru_size=95219","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/c3467-7546888e-8c95-47f6-8608-c32231bfdac2.jpg?guru_height=716&guru_width=1280&guru_size=95219"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4320721","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["LU1064130708.USD","BK0137","BK0219","688347","688981","BK0229","LU2148510915.USD","000062","002916","601133","605589","LU1064131003.USD","BK0185","688525","301308","BK4585","LU0823426308.USD","BK0077","LU2294711473.HKD","BK4588","SGXZ81163826.USD","BK0214","BK0250","BK0028","BK0172","BK0102","SGXZ49509284.SGD","BK0012","BK0081","BK0188","002119","LU0823426480.USD","EMXC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623693743","title":"【机构调研记录】摩根士丹利基金调研聚辰股份、深南电路","url":"https://stock-news.laohu8.com/highlight/detail?id=2623693743","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623693743?lang=zh_cn&edition=full","pubTime":"2026-03-30 08:02","pubTimestamp":1774828931,"startTime":"0","endTime":"0","summary":"证券之星消息,根据市场公开信息及3月27日披露的机构调研信息,摩根士丹利基金近期对2家上市公司进行了调研,相关名单如下:1)聚辰股份 调研纪要:2025年公司实现营业收入12.21亿元,较上年同期增长18.77%,归母净利润为3.64亿元,同比分别增长25.25%,均创下历史同期最好成绩。PCB业务收入达143.59亿元,受益于AI加速卡、服务器、高速交换机及汽车电子需求增长,毛利率提升至35.53%。原材料如铜箔、金盐价格上涨对公司盈利构成压力。","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/RB2026033000001828.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":["SGXZ49509284.SGD","688123","SGXZ81163826.USD","002916","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623311369","title":"【机构调研记录】农银汇理基金调研深南电路","url":"https://stock-news.laohu8.com/highlight/detail?id=2623311369","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623311369?lang=zh_cn&edition=full","pubTime":"2026-03-30 08:01","pubTimestamp":1774828891,"startTime":"0","endTime":"0","summary":"证券之星消息,根据市场公开信息及3月27日披露的机构调研信息,农银汇理基金近期对1家上市公司进行了调研,相关名单如下:1)深南电路 调研纪要:2025年,公司实现营业总收入236.47亿元,同比增长32.05%;净利润32.76亿元,同比增长74.47%。农银汇理基金成立于2008年,截至目前,资产管理规模2277.07亿元,排名37/212;资产管理规模1391.71亿元,排名39/212;管理公募基金数143只,排名59/212;旗下公募基金经理25人,排名58/212。","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/RB2026033000001775.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":["BK0214","SGXZ81163826.USD","002916","SGXZ49509284.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622886142","title":"太平洋:给予深南电路买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2622886142","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622886142?lang=zh_cn&edition=full","pubTime":"2026-03-26 08:34","pubTimestamp":1774485283,"startTime":"0","endTime":"0","summary":"太平洋证券股份有限公司近期对深南电路进行研究并发布了研究报告《AI算力+存储产品共驱25年业绩超预期增长》,给予深南电路买入评级。最新盈利预测明细如下:该股最近90天内共有12家机构给出评级,买入评级10家,增持评级2家;过去90天内机构目标均价为292.6。","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/RB2026032600009300.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":["002916","601099"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620473361","title":"中银证券:给予深南电路买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2620473361","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620473361?lang=zh_cn&edition=full","pubTime":"2026-03-17 21:36","pubTimestamp":1773754560,"startTime":"0","endTime":"0","summary":"中银国际证券股份有限公司苏凌瑶,茅珈恺近期对深南电路进行研究并发布了研究报告《AI、通信、汽车三轮驱动PCB高增,封装基板加速突破》,给予深南电路买入评级。深南电路2025年营收236.47亿元,YoY+32%;毛利率28.3%,YoY+3.5pcts;归母净利润32.76亿元,YoY+74%。维持“买入”评级。评级面临的主要风险下游需求不及预期。最新盈利预测明细如下:该股最近90天内共有10家机构给出评级,买入评级9家,增持评级1家;过去90天内机构目标均价为292.6。","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://finance.sina.com.cn/stock/relnews/cn/2026-03-17/doc-inhrieik2033429.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":"sina","symbols":["002916","601696"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2619945957","title":"深南电路:截至2025年12月31日,公司普通股股东总数为41,456户","url":"https://stock-news.laohu8.com/highlight/detail?id=2619945957","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619945957?lang=zh_cn&edition=full","pubTime":"2026-03-16 17:48","pubTimestamp":1773654486,"startTime":"0","endTime":"0","summary":"证券之星消息,深南电路(002916)03月16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:请问截止到2026年3月12日,公司的股东数是多少?深南电路回复:尊敬的投资者,您好。截至2025年12月31日,公司普通股股东总数为41,456户。公司将在定期报告中披露报告期末的股东情况,敬请您关注后续公告,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/RB2026031600025074.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":["SGXZ81163826.USD","002916","BK0214","SGXZ49509284.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2619160426","title":"深南电路(002916)2月28日股东户数5.43万户,较上期增加31.06%","url":"https://stock-news.laohu8.com/highlight/detail?id=2619160426","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619160426?lang=zh_cn&edition=full","pubTime":"2026-03-13 17:16","pubTimestamp":1773393416,"startTime":"0","endTime":"0","summary":"证券之星消息,近日深南电路披露,截至2026年2月28日公司股东户数为5.43万户,较12月31日增加1.29万户,增幅为31.06%。在元件行业个股中,深南电路股东户数高于行业平均水平,截至2月28日,元件行业平均股东户数为4.6万户。从股价来看,2025年12月31日至2026年2月28日,深南电路区间涨幅为22.89%,在此期间股东户数增加1.29万户,增幅为31.06%。","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/RB2026031300029274.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":["002916","BK0214","SGXZ49509284.SGD","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2619150618","title":"【热点】英伟达2026催化PCB需求 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19:27","pubTimestamp":1773314858,"startTime":"0","endTime":"0","summary":"\n深南电路交出一份“高增长+高质量”的2025年成绩单:\n全年实现营业收入236.47亿元,同比增长...","market":"us","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/3767356","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["002916"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2617540015","title":"深南电路:AI服务器需求增长,预测一季度营业收入59.44~63.72亿元,同比增长24.3%~33.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2617540015","media":"朝阳永续","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617540015?lang=zh_cn&edition=full","pubTime":"2026-03-05 17:40","pubTimestamp":1772703600,"startTime":"0","endTime":"0","summary":"Bank of America SECURITIES认为:深南电路凭借在AI服务器/光模块PCB和BT/ABF基板的稳固地位,预期将继续受益于强劲的内存和光模块需求。这可能转化为约15亿元人民币的年收入增长,假设5年部署期,50%的PCB市场份额,平均售价约为5000元人民币。此外,作为AMD的关键PCB供应商,深南电路有望从Meta/AMD交易中获益,该交易预计将为公司带来约15亿元人民币的年收入增长。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305212041a4500109&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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18:40","pubTimestamp":1772102423,"startTime":"0","endTime":"0","summary":"深南电路(002916.SZ)公告称,公司股票连续三个交易日收盘价涨幅偏离值累计超过20%,属于股票交易异常波动情形。经核实,公司前期披露的信息无需要更正或补充之处,近期经营正常,内外部经营环境未发生重大变化。公司、控股股东和实际控制人无应披露而未披露的重大事项或筹划阶段的重大事项。股票异常波动期间,控股股东和实际控制人无买卖公司股票。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/RB2026022600030514.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":["SGXZ81163826.USD","002916","BK0214","SGXZ49509284.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2614019879","title":"2月26日深南电路(002916)龙虎榜数据:机构净卖出1.74亿元,北向资金净买入1.23亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2614019879","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614019879?lang=zh_cn&edition=full","pubTime":"2026-02-26 17:21","pubTimestamp":1772097690,"startTime":"0","endTime":"0","summary":"证券之星消息,沪深交易所2026年2月26日公布的交易公开信息显示,深南电路因日涨幅偏离值达到7%的前5只证券,连续三个交易日内,涨幅偏离值累计达到20%的证券登上龙虎榜。此次是近5个交易日内第2次上榜。截至2026年2月26日收盘,深南电路报收于290.14元,上涨10.0%,涨停,换手率1.97%,成交量13.1万手,成交额36.83亿元。从龙虎榜公布的当日买卖数据来看,机构合计净卖出1.74亿元,北向资金合计净买入1.23亿元。","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/RB2026022600026355.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":["SGXZ49509284.SGD","SGXZ81163826.USD","002916","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2614187820","title":"深南电路创60日新高,中银证券二个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2614187820","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614187820?lang=zh_cn&edition=full","pubTime":"2026-02-26 16:23","pubTimestamp":1772094232,"startTime":"0","endTime":"0","summary":"今日深南电路创60日新高,收盘报290.14元。2025年12月14日,中银证券研究员苏凌瑶,李圣宣发布了对深南电路的研报《股权激励显定力信心,AI+存储景气延续》,该研报对深南电路给出“买入”评级。研报中预计公司2025/2026/2027年分别实现收入230.02/321.10/419.23亿元,实现归母净利润分别为33.41/58.16/76.43亿元,EPS分别为5.01/8.72/11.46元,对应2025-2027年PE分别为38.4/22.0/16.8倍,维持买入评级。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为长江证券的杨洋。","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/RB2026022600023612.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":["601696","002916"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2613799526","title":"深南电路(002916)披露董事辞职暨补选审计委员会委员公告,2月24日股价上涨10.0%","url":"https://stock-news.laohu8.com/highlight/detail?id=2613799526","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613799526?lang=zh_cn&edition=full","pubTime":"2026-02-24 17:18","pubTimestamp":1771924690,"startTime":"0","endTime":"0","summary":"截至2026年2月24日收盘,深南电路报收于258.5元,较前一交易日上涨10.0%,最新总市值为1760.82亿元。近日,深南电路股份有限公司披露《关于公司董事辞职暨补选审计委员会委员的公告》。公告显示,公司董事会收到李培寅先生的书面辞职报告,其因工作调整原因申请辞去公司第四届董事会董事及审计委员会委员职务,辞职后不再担任公司及控股子公司任何职务。","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/RB2026022400032126.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":["SGXZ81163826.USD","BK0214","SGXZ49509284.SGD","002916"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2613795500","title":"深南电路涨10.00%,中银证券二个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2613795500","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613795500?lang=zh_cn&edition=full","pubTime":"2026-02-24 16:31","pubTimestamp":1771921862,"startTime":"0","endTime":"0","summary":"今日深南电路涨10.00%,收盘报258.5元。2025年12月14日,中银证券研究员苏凌瑶,李圣宣发布了对深南电路的研报《股权激励显定力信心,AI+存储景气延续》,该研报对深南电路给出“买入”评级。研报中预计公司2025/2026/2027年分别实现收入230.02/321.10/419.23亿元,实现归母净利润分别为33.41/58.16/76.43亿元,EPS分别为5.01/8.72/11.46元,对应2025-2027年PE分别为38.4/22.0/16.8倍,维持买入评级。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为长江证券的杨洋。","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/RB2026022400030244.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":["601696","002916"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2613798696","title":"2月24日深南电路(002916)涨停分析:AI算力需求、产能释放驱动","url":"https://stock-news.laohu8.com/highlight/detail?id=2613798696","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613798696?lang=zh_cn&edition=full","pubTime":"2026-02-24 15:43","pubTimestamp":1771919032,"startTime":"0","endTime":"0","summary":"证券之星消息,深南电路2月24日涨停收盘,收盘价258.5元。今日深南电路涨停的可能因素有:AI算力硬件需求持续高增,公司2025年前三季度净利同比+56.30%,受益于AI加速卡、交换机、光模块及服务器封装基板订单饱满;泰国工厂试产与南通四期四季度连线释放高多层/HDI新产能;叠加大基金概念股情绪催化及央企背景受政策关注;2026年全球科技巨头加码AI投资达6500亿美元,强化产业链景气预期。","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/RB2026022400024674.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["SGXZ49509284.SGD","BK0214","SGXZ81163826.USD","002916"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2613570327","title":"异动快报:深南电路(002916)2月24日10点14分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2613570327","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613570327?lang=zh_cn&edition=full","pubTime":"2026-02-24 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