EPISODE · Jun 10, 2026 · 11 MIN
沪电股份：四年暴涨 12 倍！再度冲刺港股 IPO
from AI解研说
AI 算力行情持续引爆 PCB 赛道，超级大牛股沪电股份再度递交港股 IPO 招股书！深耕高端多层 PCB 领域，拿下全球多层板、高端高层板双第一，深度绑定 AI 服务器、1.6T 高速交换机核心供应链。业绩连年翻倍、毛利率持续攀升，股价四年暴涨超 12 倍。但高海外营收、存货周转承压、短期负债偏高，暗藏经营隐患。本期拆解沪电股份暴涨逻辑、硬核行业地位与 IPO 背后的真实野心！
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沪电股份：四年暴涨 12 倍！再度冲刺港股 IPO
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This episode is 11 minutes long.
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This episode was published on June 10, 2026.
What is this episode about?
AI 算力行情持续引爆 PCB 赛道，超级大牛股沪电股份再度递交港股 IPO 招股书！深耕高端多层 PCB 领域，拿下全球多层板、高端高层板双第一，深度绑定 AI 服务器、1.6T 高速交换机核心供应链。业绩连年翻倍、毛利率持续攀升，股价四年暴涨超 12 倍。但高海外营收、存货周转承压、短期负债偏高，暗藏经营隐患。本期拆解沪电股份暴涨逻辑、硬核行业地位与 IPO 背后的真实野心！
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