Nanchip Technology: This year, the auto electronics business has grown rapidly, with key breakthroughs in the BMS and Display Power product lines | Highlights from the earnings conference.
At the Nanxin Technology earnings conference, the director and general manager, Ruan Chenjie, stated that the BMS and Display Power product lines have achieved key breakthroughs, with strong growth momentum, and the future business scale is expected to continue to rise rapidly. Ruan Chenjie mentioned that the company's revenue and net income in the first three quarters have all exceeded last year's full-year level, and it is expected that the annual revenue and profitability situation will achieve better results.
Autobio Diagnostics: Molecular sector is growing rapidly, subsidiary disputes may be resolved soon | Earnings Conference
① The secretary of the board of directors of autobio diagnostics stated at the earnings conference that the significant increase in R&D expenses led to a decline in Q3 net income attributable to the parent company; ② The chairman of autobio diagnostics, Miao Yongjun, informed investors that the molecular sector is expected to maintain high-speed growth, while the microbiology sector will achieve steady growth of 15%-20% each year.
Sanfu New Era: Demand for chemicals for PCBs is picking up, and composite copper foil equipment is ready for mass production | A direct look at the earnings conference
①It is reported that the company's MSA eco-friendly high-speed tin-plating special chemicals, due to its significant advantages in eco-friendliness and other aspects, have replaced the products originally used by customers and are currently being exported to Belarus; ②Mr. Shang Guan Wenlong stated that the company's one-step method and two-step method (hydroelectric plating) composite copper foil production equipment have been delivered, and currently have the capability to produce and ship in large quantities.
Zhende Medical: The US tariff policy has no impact on the company yet, and the Mexican production base may be completed next year | Direct hit on earnings conference
①Zhende Medical's chairman Lu Jianguo introduced at the earnings conference that the construction of the new production base in Mexico is expected to be completed next year; ② Zhende Medical explained the company's Q3 operation situation, with further decrease in revenue from isolation protective equipment.
Tuojing Technology: As of the end of Q3, there is a full order backlog, with equipment already shipped to Japan. | Direct coverage of the earnings conference
The design of PF-300T Plus and PF-300M further enhances the equipment production capacity, with machinery capacity increasing by approximately 20% to 60%; the new reaction chambers pX and Supra-D further improve the performance indicators of thin film deposition. The technology company has established a wholly-owned subsidiary in Japan in the first half of 2024 and is currently actively expanding into other overseas markets.
Chengdu M&S Electronics Technology: A small quantity of low-orbit satellite products has been delivered for application, and efforts are being made to connect and promote related work in the domestic aircraft pre-installation market | Focus on the earning
① The chairman of chengdu m&s electronics technology, Xiang Rong, stated that after communicating with downstream clients, there is a sense of improvement in the industry; as the industry's impact gradually diminishes, the company expects its revenue scale to recover and achieve growth; ② As one of the main suppliers in the satellite-related equipment field, chengdu m&s electronics technology has increased its research and development applications in areas such as low-earth orbit satellites, civil aviation airborne, and electronic countermeasures in recent years, with some projects making new progress.
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