On May 07, the share price of Pengding Holdings (002938) rose sharply. As of 09:59, Pengding Holdings was up 5%.Onlineroulettebonus.08%, at 27.90 yuan per share, a record high in nearly 12 months, with a turnover rate of 770 million yuan, a turnover rate of 1.21% and an amplitude of 3.80%.

News interpretation

The total output value of global circuit board (PCB) in 2023 was US $69.517 billion, down 15% from the same period last year; the PCB industry is expected to achieve restorative growth in 2024. Copper clad laminate manufacturer 600183.SH achieved both revenue and net profit growth this year. In the attribution statement, the company mentioned "increased production and sales of copper clad laminate products and optimization of product structure." Stimulated by the news, Shengyi Technology closed trading limit on April 29. The company also told the Financial Associated Press in early April that "at present the company is producing at full capacity".

In the downstream of the industrial chainOnlineroulettebonusPCB link, Shenghong Technology (300476.SZ) related people recently replied to reporters that "capacity utilization is about 80%." Jinlu Electronics (301282.SZ) said that "2024Q1 capacity utilization is generally at a relatively high level"; Shennan Electric (002916.SZ) revealed that "the recent growth rate of the company's PCB and packaging substrate business has improved compared with the fourth quarter of 2023." Li Shu, an analyst at the head Leopard Research Institute, told the Financial Associated Press that information such as the increase in the farming rate shows that the industry is gradually recovering from the downturn of 2023. However, the pace of recovery may vary from company to company, and some companies may face greater operating pressure.

In addition, data statistics show that in the past half a year, 3 brokerages have given suggestions to increase their holdings and 17 brokerages have given buying suggestions.

Capital trend

As of press time, Pengding Holdings obtained a net outflow of 26.65 million yuan, of which 41.25 million yuan flowed out of a super-large unit and 14.61 million yuan flowed into a large unit. Data show that the net inflow of the stock today is 24.24 million yuan lower than the average net inflow of nearly 5 days.

In terms of margin trading, Pengding Holdings received a net purchase of 7.4 million yuan on April 30, with a financing balance of 388 million yuan on that day, an increase of 1.94% over the previous day; the margin balance of the stock was 1.76 million yuan, and the margin balance was 63300 shares, a decrease of 61.59% compared with the previous day. As of April 30, the stock had a total margin balance of 390 million yuan.

In terms of northbound funds, Pengding Holdings received a reduction of 25800 shares by northbound funds on May 06. As of May 06, Beixiang Capital currently holds a total of 55.3604 million shares of Pengding Holdings, with a market capitalization of 1.545 billion yuan, accounting for 2.38% of the outstanding shares.

In addition, Pengding Holdings was on the list on May 06. According to the data of the Dragon and Tiger list, the top five trading departments on the list in the past two or three days had a turnover of 499 million yuan throughout the day, accounting for 32.61 percent of the total turnover on that day. Of this total, the buying amount was 459 million yuan and the selling amount was 39.72 million yuan, with a total net purchase of 420 million yuan.

Main business and performance

Pengding holding company's main business is mainly engaged in all kinds of printed circuit board design, research and development, manufacturing and sales business.

According to the latest financial report, in the first quarter of this year, Pengding Holdings achieved operating income of 6.687 billion yuan, an increase of 0.29 percent over the same period last year, and a net profit of 497 million yuan, an increase of 18.81 percent over the same period last year, and basic earnings per share was 0.22 yuan.

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