09:00–10:00：胜宏HDI排单、PCB/CPO与电子特气7条事件
覆盖2026年8月28日09:00–10:00（北京时间）新增7条事件：胜宏高阶HDI排单至2027、金安国纪H1净利、中移动超节点集采、CPO/PTFE/液冷盘面与电子特气价格。
[
{
"event_id": "cls-cn-20260828-shenghong-hdi-order-2027",
"title": "胜宏称高阶HDI排单已延续至2027年",
"event_time_utc": "2026-08-28T01:53:50Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-28T01:53:50Z",
"event_type": "capacity_plan",
"asset_keys": ["SEMICONDUCTOR"],
"direction_score": {"SEMICONDUCTOR": 2},
"confidence": 90,
"horizon": "weeks",
"raw_facts": {
"measurement_time": "财联社详情页原生时间2026-08-28 09:53:50；公司电话会议日期原文为8月27日；每经交叉称8月28日披露投资者关系活动记录表",
"actual": {
"issuer": "胜宏科技（300476.SZ）",
"orders": "目前在手订单饱满，订单能见度处于历史高位",
"hdi_schedule": "高多层、高阶HDI类高端产品排单已经延续至2027年",
"capacity": "公司扩产产能均有确定性订单与需求做支撑",
"spot_note": "详情页关联个股显示胜宏科技当时约-2.49%（盘面快照，非订单事实本身）"
},
"consensus": "原文未披露",
"prior": "频道未发同口径2027年排单指引；历史仅有港股PCB涨跌报价中出现胜宏名称"
},
"transmission_chain": "AI服务器/算力卡高端PCB排单锁至2027→高多层与高阶HDI扩产有订单支撑→PCB与先进封装材料景气延续→SEMICONDUCTOR中期偏正。",
"invalidation_conditions": "公司撤回或大幅下调排单能见度；正式IR纪要与电报数字严重不符。",
"source_urls": [
"https://www.cls.cn/detail/2467125",
"https://m.nbd.com.cn/articles/2026-08-28/4562832.html"
],
"source_tier": "B"
},
{
"event_id": "cls-cn-20260828-liquid-cooling-4board-0950",
"title": "液冷概念走强康盛4连板荣亿+14%",
"event_time_utc": "2026-08-28T01:50:26Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-28T01:50:26Z",
"event_type": "fund_flow",
"asset_keys": ["SEMICONDUCTOR"],
"direction_score": {"SEMICONDUCTOR": 1},
"horizon": "intraday",
"confidence": 88,
"raw_facts": {
"measurement_time": "财联社详情页原生时间2026-08-28 09:50:26",
"actual": {
"board": "液冷服务器概念反复走强",
"leaders": "康盛股份4连板；海鸥股份2连板；荣亿精密涨14%；创世纪、阿莱德、南方泵业、汉钟精机等跟涨",
"page_spot": "详情页关联：海鸥股份约+10.02%、荣亿精密约+11.22%、康盛股份约+8.96%、阿莱德约+4.69%、创世纪约+4.02%、汉钟精机约+3.45%、南方泵业约+2.18%",
"message_face": "电报转述TrendForce：AI芯片液冷渗透率将从2025年约33%升至2026年53%、2027年接近60%；谷歌超过80%的AI服务器已采用液冷（该渗透率数字频道已于2026-08-26入库，本条仅作盘面消息面复述，不作为新产业数据事件）"
},
"consensus": "原文未披露",
"prior": "2026-08-27早盘曾发液冷连板快照；本条为8月28日早盘新交易快照（康盛升至4连板）"
},
"transmission_chain": "AI服务器液冷渗透预期+A股液冷链连板→算力散热硬件风险偏好抬升→SEMICONDUCTOR短线偏正。",
"invalidation_conditions": "交易所官方涨幅与所列连板事实严重不符；媒体撤回报价。",
"source_urls": [
"https://www.cls.cn/detail/2467119"
],
"source_tier": "B"
},
{
"event_id": "cls-cn-20260828-pcb-jingan-h1-0949",
"title": "PCB走强金安国纪2连板H1净利+986%",
"event_time_utc": "2026-08-28T01:49:45Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-28T01:49:45Z",
"event_type": "earnings_guidance",
"asset_keys": ["SEMICONDUCTOR"],
"direction_score": {"SEMICONDUCTOR": 2},
"confidence": 92,
"horizon": "days",
"raw_facts": {
"measurement_time": "财联社详情页原生时间2026-08-28 09:49:45；金安国纪半年报为8月27日晚间公告",
"actual": {
"board": "PCB概念震荡走强，金安国纪2连板；华正新材、沪电股份、瑞丰高材、南亚新材、平安电工跟涨",
"page_spot": "详情页关联：金安国纪+10.00%、华正新材约+5.89%、南亚新材约+4.56%、瑞丰高材约+3.62%、沪电股份约+3.19%、平安电工约+2.51%",
"jingan_h1_revenue": "金安国纪上半年营业收入33.99亿元，同比增长65.74%",
"jingan_h1_net_profit": "归母净利润7.66亿元，同比增长986.66%",
"driver_cls": "财联社/交叉报道：覆铜板市场景气、下游需求旺盛、订单饱满、销售价格上涨带动毛利率提升；交叉稿另称Q2净利约5.64亿元、覆铜板毛利率约31.82%、产量3060.53万张同比+9.42%、销量3074.30万张同比+10.77%"
},
"consensus": "原文未披露",
"prior": "2026-08-27盘中已发PCB涨停快照；本条为8月28日早盘新报价，并首次入库金安国纪H1完整营收/净利数字"
},
"transmission_chain": "覆铜板龙头半年报暴增+PCB早盘连板→AI服务器/高速板材料盈利兑现→SEMICONDUCTOR材料链短中期偏正。",
"invalidation_conditions": "公司更正半年报主要数字；交易所涨幅与2连板事实严重不符。",
"source_urls": [
"https://www.cls.cn/detail/2467120",
"https://baijiahao.baidu.com/s?id=1874672680850256746&wfr=spider&for=pc"
],
"source_tier": "B"
},
{
"event_id": "cls-cn-20260828-cmcc-supernode-3840-0941",
"title": "中移动呼和浩特超节点集采3840卡约12.9亿",
"event_time_utc": "2026-08-28T01:41:06Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-28T01:41:06Z",
"event_type": "capacity_plan",
"asset_keys": ["SEMICONDUCTOR"],
"direction_score": {"SEMICONDUCTOR": 2},
"confidence": 88,
"horizon": "weeks",
"raw_facts": {
"measurement_time": "财联社详情页原生时间2026-08-28 09:41:06；评标结果公示日期原文为8月26日",
"actual": {
"board": "超节点概念再度活跃，星网锐捷6天3板；众诚科技、卓易信息、华勤技术、锐捷网络、海光信息、工业富联等涨幅靠前",
"page_spot": "详情页关联：星网锐捷+10.01%、众诚科技约+5.94%、锐捷网络约+4.36%、卓易信息约+4.06%、工业富联约+3.90%、海光信息约+3.35%、华勤技术约+2.60%",
"tender": "中国移动呼和浩特智算中心2026年扩容工程设备采购及2026至2027年AI超节点设备补充采购评标结果公示",
"scale": "本轮集采规模3840卡（480套计算节点）",
"bid_amount": "据测算投标金额不含税约12.9亿元",
"winners": "拟由武汉长江计算、宝德计算机、河南昆仑与华鲲振宇四家分食"
},
"consensus": "原文未披露",
"prior": "频道检索无同口径3840卡/12.9亿元超节点集采事件"
},
"transmission_chain": "运营商智算超节点集采落地→服务器/加速卡与网络设备订单显性化→国产算力硬件映射→SEMICONDUCTOR中期偏正。",
"invalidation_conditions": "中国移动正式公示撤回或规模/金额重大修订；中标方变更需发更新事件。",
"source_urls": [
"https://www.cls.cn/detail/2467103"
],
"source_tier": "B"
},
{
"event_id": "cls-cn-20260828-cpo-mingpu-zhiguang-0938",
"title": "CPO活跃铭普涨停智算光网拨付40/40/20",
"event_time_utc": "2026-08-28T01:38:09Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-28T01:38:09Z",
"event_type": "fund_flow",
"asset_keys": ["SEMICONDUCTOR"],
"direction_score": {"SEMICONDUCTOR": 2},
"confidence": 91,
"horizon": "intraday",
"raw_facts": {
"measurement_time": "财联社详情页原生时间2026-08-28 09:38:09；上海市科委指南发布日期2026-08-27，文号沪科指南〔2026〕21号",
"actual": {
"board": "CPO概念低开高走，铭普光磁涨停；光库科技、仕佳光子、汇绿生态、星网锐捷、德科立跟涨",
"page_spot": "详情页关联：铭普光磁+10.01%、星网锐捷+10.01%、德科立约+5.86%、光库科技约+5.68%、汇绿生态约+3.11%、仕佳光子约+0.30%",
"stcsm_program": "2026年度关键技术研发计划“智算光网”新一代光通信技术项目申报指南",
"stcsm_topics": "光子前沿技术、光纤前沿技术、光网前沿技术三个专题",
"funding_milestones": "经评审立项的项目设置里程碑指标：启动时拨付40%财政经费，完成里程碑指标后拨付40%，完成所有考核指标后拨付20%",
"apply_window": "网上填报起始2026-09-04 09:00，截止（含单位审核提交）2026-09-22 16:30",
"applicant_scope": "项目申报单位为本市企业；每个方向每个法人单位限报1项"
},
"consensus": "原文未披露",
"prior": "频道未发智算光网指南；本条为8月28日CPO早盘新报价，并首次入库市科委一手拨付结构"
},
"transmission_chain": "地方光通信关键技术财政里程碑拨付+ CPO早盘涨停→光模块/CPO研发与订单预期强化→SEMICONDUCTOR光互联链短线偏正。",
"invalidation_conditions": "市科委撤回指南或修改拨付比例；交易所涨幅与铭普涨停事实严重不符。",
"source_urls": [
"https://www.cls.cn/detail/2467097",
"https://stcsm.sh.gov.cn/zwgk/kyjhxm/xmsb/20260827/0bd61e96de50483ea9df6fd0c69df381.html"
],
"source_tier": "B"
},
{
"event_id": "cls-cn-20260828-ptfe-board-0938",
"title": "PTFE延续强势昊华沃特2连板肯特近15%",
"event_time_utc": "2026-08-28T01:38:01Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-28T01:38:01Z",
"event_type": "fund_flow",
"asset_keys": ["SEMICONDUCTOR"],
"direction_score": {"SEMICONDUCTOR": 1},
"confidence": 86,
"horizon": "intraday",
"raw_facts": {
"measurement_time": "财联社详情页原生时间2026-08-28 09:38:01",
"actual": {
"board": "早盘PTFE概念延续强势，昊华科技、沃特股份2连板；肯特股份涨近15%；联瑞新材、江化微、中欣氟材等跟涨",
"page_spot": "详情页关联：肯特股份约+18.02%、昊华科技约+10.01%、沃特股份+10.00%、中欣氟材约+5.66%、联瑞新材约+5.65%、江化微约+5.24%",
"message_face": "机构研报转述：随NVLink/SerDes速率继续提升，传统M9/Q-glass方案信号损耗约束趋严，PTFE凭借极低介电损耗有望进入Rubin Ultra Kyber正交背板（研报观点，非一手订单数字）"
},
"consensus": "原文未披露",
"prior": "2026-08-27午后曾发PTFE盘面；本条为8月28日早盘新交易快照"
},
"transmission_chain": "高速背板低损耗材料预期+PTFE链连板→AI服务器PCB材料风险偏好抬升→SEMICONDUCTOR短线偏正。",
"invalidation_conditions": "交易所官方涨幅与所列连板/涨幅严重不符。",
"source_urls": [
"https://www.cls.cn/detail/2467098"
],
"source_tier": "B"
},
{
"event_id": "cls-cn-20260828-esgas-argon-1000",
"title": "电子特气拉升和远涨停液氩1530元/吨",
"event_time_utc": "2026-08-28T02:00:08Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-28T02:00:08Z",
"event_type": "price_quote",
"asset_keys": ["SEMICONDUCTOR"],
"direction_score": {"SEMICONDUCTOR": 1},
"confidence": 87,
"horizon": "days",
"raw_facts": {
"measurement_time": "财联社详情页原生时间2026-08-28 10:00:08（本窗边界收入）；氩气报价日期原文为8月26日与8月20日",
"actual": {
"board": "早盘电子特气概念震荡拉升，和远气体涨停；杭氧股份、凯美特气、潞化科技、雅克科技、华特气体跟涨",
"page_spot": "详情页关联：和远气体+10.00%、杭氧股份约+4.10%、凯美特气约+2.82%、潞化科技约+2.62%、雅克科技约+2.29%、华特气体约+0.90%",
"argon_tangshan": "据百川盈孚数据（8月26日）：唐山中邦氩气报价单日暴涨42.86%，一个月价格直接翻倍",
"liquid_argon": "公开市场数据：8月20日全国液氩均价已达1530元/吨，同比上涨约160%，连续48周保持同比正增长"
},
"consensus": "原文未披露",
"prior": "频道检索无同口径液氩1530元/吨与唐山中邦单日+42.86%事件"
},
"transmission_chain": "电子特气/氩气价格急涨→晶圆制造与封装用气成本与供给紧平衡信号→特气材料链映射→SEMICONDUCTOR短中期偏正。",
"invalidation_conditions": "百川盈孚或公开市场数据被撤回/大幅修订；交易所涨幅与和远涨停严重不符。",
"source_urls": [
"https://www.cls.cn/detail/2467132"
],
"source_tier": "B"
}
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