5連板PCB大牛股業績預吿“炸場”，扣非淨利潤同比預增4700%-6300%！
近期，PCB相關個股走勢頗為亮眼。
今日，金安國紀再度升停，實現5連板，最新報15.09元/股，總市值為109.9億元。
自4月9日以來，金安國紀股價累計上升97.84%，如果以最低點的6.36元/股計算，已經實現翻倍。
扣非淨利潤同比預增4700%-6300%
今日盤後，金安國紀發佈了今年上半年業績預吿。
金安國紀預計，今年上半年實現歸母淨利潤1500萬元-2250萬元，同比下降78.56%-67.83%；扣非淨利潤為6000萬元-8000萬元，同比增長4700%-6300%。
可以看出，金安國紀今年上半年的淨利潤、扣非淨利潤同比數據之間存在較大差距。
一方面，金安國紀去年同期完成對控股子公司承德天原藥業有限公司80%的股權轉讓，當期產生了投資收益為7701萬元。
另一方面，為了聚焦主業，金安國紀今年上半年出售所持上海金板科技有限公司60%的股權，導致當期長期股權投資資產減值，該非經常性損益對利潤的影響金額約為5500萬元。
如果扣除這兩方面因素，金安國紀的這份業績表現實際上非常不錯，驗證了PCB行業的高景氣度，也是行業的第一份中期業績預吿。
金安國紀還表示，公司通過進一步加強內部管理、優化產品結構、提高產能利用率，覆銅板產銷數量同比上升、銷售價格略有回升，實現主營業務收入增長。
股價狂飆
AI大時代下，PCB行業持續高景氣，個股業績翻倍的不在少數，股價也隨之狂飆。
自4月關税衝擊以來，PCB板塊的個股全線收紅。
其中，逸豪新材、勝宏科技、中京電子、生益電子、金安國紀股價翻倍，滬電股份、東山精密累計升幅超90%，景旺電子、柯翔股份、超聲電子、生益科技等13只個股升幅超50%。
未來，隨着AI的廣泛應用，全球的算力建設將繼續蓬勃發展，PCB行業有望保持高景氣度態勢。
招商證券認為，此輪AI驅動的科技創新上升週期將持續更長時間且產生的市場需求也更廣闊，後續AI大模型更廣泛的應用將持續推動行業對於高多層及高階HDI的需求向上，國內PCB行業不斷升級並加速擴充中高端產能、佈局海外產能，業績釋放具備持續性和彈性空間。
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