沪电股份4月14日发布2026年一季度业绩预告，预计净利润同比增幅最高达65%，折射出AI算力基础设施建设对印制电路板行业的持续景气拉动。
公司预计2026年一季度归属于上市公司股东的净利润为11.8亿元至12.6亿元，同比增长54.76%至65.25%，上年同期为7.62亿元。扣除非经常性损益后的净利润预计同比增长47.60%至58.34%，上年同期约为7.45亿元，主营业务盈利质量同步改善。
基本每股收益预计为0.61元至0.65元，较上年同期的0.3969元显著提升。
高速运算服务器与AI应用的持续扩张，为印制电路板行业带来有别于传统消费电子周期的结构性需求。公司在公告中将高速运算服务器及人工智能等新兴计算场景列为本期业绩增长的主要推动因素。
公司表示，凭借平衡的产品布局以及在中高阶产品与量产技术领域多年的深耕积累，有效把握了此轮需求上升带来的业绩机遇，预计一季度营业收入和净利润较上年同期均将实现增长。
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