少年派的奇幻漂流

利好来了！A股大牛股公告！业绩暴增超124%_我的网站

一 |     　　PCB赛道的业绩果然爆了。
　　今晚（8月25日），A股PCB龙头沪电股份披露的财报显示，上半年净利润同比增长超73%；另据“PCB大牛股”红板科技发布的半年报，公司2026年上半年净利润同比大幅增长超124%，第二季度净利润环比大幅增长235%。

二 |     

    Shi Jianyang (L) and his grandfather check the growth of crops on a farmland near a forest area along the Maowusu Desert in northwest China's Shaanxi Province in 2026.(Xinhua)A drone sweeps above the pine forest, sending images of the woods to a screen below. Under the trees stands Shi Jianyang whose grandfather and hundreds of villagers came 40 years ago with shovels and saplings to stop advancing sand.
At 29, Shi belongs to a new generation of desert-control workers equipped with drones, machines and remote irrigation systems. An earth auger can now do in a day what once required about 200 laborers, while a single phone can control drip irrigation across more than 1,000 mu (about 66.67 hectares) of woodland.
For the older Shi's generation, the challenge was getting trees to survive in moving dunes. For the grandson, it is figuring out how to make those forests healthier and more resilient for decades to come.
Their story captures a broader shift in desert control along the southern edge of the Maowusu Desert in northwest China's Shaanxi Province: turning shifting sand into forest was only the beginning.
In 1986, Shi Guangyin, Shi Jianyang's grandfather, led more than 300 villagers into Langwosha, a sandy area in Dingbian County in Yulin City. He had raised 60,000 yuan (about 17,377 U.S. dollars at the time) by selling his family's 84 sheep and borrowing from relatives and banks to contract 3,500 mu of barren sandy land.
The early setbacks were severe. Strong winds destroyed about 90 percent of the saplings in the first year, and about 80 percent of those planted the following year failed to survive.
After seeking advice from forestry experts, Shi and the villagers laid out checkerboard-shaped barriers on windward slopes to hold the sand in place, then planted trees, shrubs and grasses within them. Sapling survival rates rose to about 80 percent.
Over the next four decades, Shi and those working alongside him treated 250,000 mu of sandy and saline-alkali land, with more than 53 million trees and shrubs taking root.
Greening the Maowusu Desert is part of a much larger national undertaking. It is one of the three major battlefronts of China's Three-North Shelterbelt Forest Program, a decades-long effort to curb desertification across northern China.
China has made desertification control a national ecological priority. Since 2023, the country has stepped up efforts under the program, with greater emphasis on systematic restoration and on consolidating earlier gains.
Decades after the first trees took root, a new challenge emerged. Poplars planted decades ago for their rapid growth began reaching the end of their life cycle, with large numbers of trees dying, while forests dominated by a single species were more vulnerable to pests and disease.
Making a forest was one challenge. Keeping it healthy for another generation is another.
Shi Jianyang grew up watching his grandfather and father work to hold back the sand. His father, Shi Zhanjun, spent years planting trees alongside Shi Guangyin before dying in a road accident in 2008 while transporting saplings.
As a boy, Shi Jianyang sometimes resented the work that had taken his father. He spent summer holidays in makeshift tents in the sandy land, eating meals gritty with sand. During planting season, his father would return home with painful blisters in his mouth.
Yet he eventually chose forestry himself.
After studying forestry technology in university, Shi returned home in 2020 and began working in desert control. His team, initially made up of just seven or eight young locals, later brought in university graduates with expertise in soil science, landscaping and pest control.
The younger generation faced a different question: not simply how to make trees survive, but how to make a forest last.
Shi and his team spent more than 40 days in a 5,000-mu woodland setting up sample plots, measuring rainfall, studying soil microorganisms and tracking tree lodging. They proposed renewing aging forests with better-planned forest structures and expanded the planting of Mongolian pine, a long-lived evergreen species that had been successfully tested locally.
To date, about 50,000 mu of land has been planted with Mongolian pine. As some trees fail to survive and require replacement in subsequent planting seasons, the cumulative area of planting operations has reached about 65,000 mu.
Technology has also changed daily work. Drones patrol forests from the air, mechanized equipment dig planting pits, and irrigation can be managed remotely. Sapling survival rates, which Shi Guangyin's generation had raised to about 80 percent through improved sand-control and planting methods, have climbed further to about 92 percent with greater mechanization and more precise management.
Shi said the changes can be felt on the ground. Strong sandstorms have become rare, winds are weaker inside the forest, and the ground stays moist longer after rain. Summer days beneath the trees also feel cooler, while morning dew appears more often. The changes lead him to rethink desert control.
His approach also reflects a broader effort in China's desert regions to link ecological restoration with local livelihoods, giving communities a stronger economic stake in protecting restored land.
With his grandfather's support, Shi and his team have been looking for ways to make better use of the restored land as ecological conditions improve. They have developed potato seedlings suited to sandy soil, promoted greenhouse farming, and set up a livestock cooperative, while increasingly growing potatoes, watermelons and peppers on land once prone to losing water and nutrients.
Shi has also turned to livestreaming e-commerce to market potatoes and other local farm produce, while developing forest-based health and leisure projects. More than 2,000 local residents have seen their incomes rise steadily as farming, livestock breeding and other businesses have developed.
"We used to fear the sand and keep away from it. Now we understand it and know how to make use of it," Shi Guangyin said. "Today, there are opportunities to make a living everywhere in this sandy land."
Across Yulin, forest coverage has risen from 1.8 percent in 1949 to 34.8 percent, while shifting dunes that once encroached on villages have been brought under control.
For Shi Jianyang, however, the green landscape is not proof that the work is finished. "Planting a tree is not difficult," he said. "The difficult part is looking after it for decades."
The grandfather generation learned how to stop the sand. The young generation is learning how to make what grew there last.
    Shi Jianyang (R) and his grandfather check tree growth in a forest area in Dingbian County in Yulin City, northwest China's Shaanxi Province in 2026. (Xinhua)
。　　与此同时，A股半导体设备龙头北方华创也披露半年报，其中显示，公司上半年营收同比增长24.9%，归母净利润同比增长5.05%，利润增速显著低于营收。

三 | 　　PCB龙头：业绩增长超73%　　8月25日晚间，沪电股份发布的2026年半年报显示，上半年实现营收136.89亿元，同比增长61.17%；归属于上市公司股东的净利润为29.23亿元，同比增长73.72%；扣除非经常性损益的净利润为27.95亿元，同比增长70%。　　单季度来看，沪电股份第二季度实现净利润16.81亿元，环比增长35%。　　沪电股份表示，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。　　财报显示，上半年PCB业务贡献营收约129.94亿元，同比增长约59.39%;32层及以上PCB产品同比大幅增长约190.83%，随着PCB业务产品结构的进一步优化，2026年上半年PCB业务毛利率提升至约40.52%，同比增加约4.06个百分点。

四 | 　　2026年上半年，沪电股份泰国生产基地的数据通讯事业部已有超90%的海外客户完成认证，其原有产能利用率已基本满载，30层以内相关PCB产品已实现批量量产，覆盖400G交换机、AI服务器等数据通讯应用领域，品质逐步达到国内相应水准，800G交换机相关产品也已启动打样。　　在算力产品领域，沪电股份围绕各类超节点架构，统筹推进计算、交换、互连方向核心技术攻关及产品落地，适配224Gbps传输速率的核心产品已实现小批量供货，并启动支持448Gbps传输速率的产品预研；在高速网络交换机方面，应用于1.6T交换机的产品已实现批量出货，并推进3.2T交换机配套的产品预研。　　股价方面，截至8月25日收盘，沪电股份股价报114.29元，年内累计涨幅为57.14%，总市值达2199亿元。　　PCB“大牛股”业绩暴增超124%　　与此同时，PCB“大牛股”红板科技发布的半年报显示，公司上半年实现营收20.94亿元，同比增长22.46%；归属于上市公司股东的净利润5.39亿元，同比增长124.74%。　　单季度来看，红板科技第二季度实现净利润4.15亿元，环比大幅增长235%。

五 | 　　红板科技表示，上半年营收大幅增长主要系公司订单增加、销售单价上涨所致。

六 | 　　红板科技还指出，2026年上半年，公司紧抓PCB行业结构性景气机遇，坚定推进产品高端化、客户多元化、产能全球化战略，整体经营态势稳健向好。报告期内，公司完成对江西志浩的收购并成立赣州红板，进一步完善国内高端产能布局；越南红板生产基地于2026年1月开工建设，海外产能建设取得阶段性进展；IPO募投项目稳步推进，核心产品在AI算力光模块等赛道持续突破，经营质量与核心竞争力稳步提升。

七 | 　　根据财报，报告期内，红板科技持续推进高端工艺迭代落地，多款800G、1.6T高速光模块板实现稳定批量生产，IC载板量产良率持续稳步提升，头部客户导入节奏不断加快。公司现有高端产能整体处于较高负荷运行状态，产能利用率维持在较高水平。　　股价方面，截至8月25日收盘，红板科技股价报87.04元，年内累计涨幅达391.75%，总市值达656亿元。

八 | 　　5000亿半导体设备龙头业绩公布　　北方华创披露的2026年半年度报告显示，上半年实现营收201.61亿元，同比增长24.90%；归属于上市公司股东的净利润33.70亿元，同比增长5.05%；扣非净利润33.41亿元，同比增长5.02%。　　单季度来看，北方华创第二季度实现净利润17.35亿元，环比增长6%。　　关于上半年营收增长的原因，北方华创表示，公司集成电路装备领域刻蚀、薄膜沉积、热处理、湿法清洗、离子注入、涂胶显影、键合等多款设备市占率稳步提升，工艺覆盖度及市场占有率增长，营业收入同比增加。　　现金流方面，上半年，北方华创经营活动产生的现金流量净额为37.74亿元，而上年同期为-31.91亿元。

九 | 　　作为国内半导体设备龙头，北方华创构建了覆盖刻蚀、薄膜沉积、热处理、湿法清洗、离子注入、涂胶显影、键合等核心工艺的装备矩阵，可提供集成电路前道多工序配套的成套解决方案。　　有分析指出，北方华创上半年利润增速相对偏慢，或与公司持续加大研发、人才及产能投入有关。半导体设备行业技术迭代较快，快速扩张阶段的投入可能对短期盈利能力形成一定影响。随着规模效应逐步释放，后续利润增速能否重新匹配收入增长值得关注。　　股价方面，截至8月25日收盘，北方华创股价报700.4元，年内累计涨幅为52.7%，总市值达5083亿元。（文章来源：券商中国）。

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Published on:08:57:11