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Shennan Circuits (002916.SZ): Some of the company's printed circuit board products have been used in the field of AI servers.
Gelonghui November 20th | Shennan Circuits (002916.SZ) stated on the investor interaction platform that the company has three main business lines: printed circuit boards, electronic assembly, and packaging substrates, with wide downstream applications covering communication, datacenter, industrial control, medical, automotive electronics, and other fields. Among them, some of the company's printed circuit board products have been applied in the AI server field.
Returns On Capital Signal Tricky Times Ahead For Shennan Circuit (SZSE:002916)
Research reports on mining opportunities | Changjiang Securities: Maintain a "buy" rating on shennan circuits, bullish on the company's future performance development.
CICC's research report points out that shennan circuits (002916.SZ) continues to improve its profitability and actively promotes global expansion. In the first three quarters, it achieved a net income attributable to the parent of 1.488 billion yuan, a year-on-year increase of 63.86%, with a net income attributable to the parent of 0.501 billion yuan in Q3, a year-on-year increase of 15.33%. The company is actively promoting its global layout, and to further expand overseas markets and meet international customer demands, it has invested in the construction of a factory in Thailand with a total investment of 1.274 billion yuan. The infrastructure construction is progressing in an orderly manner. With the gradual release of the company's production capacity and the continuous progress of customer projects, we are bullish on the company's future.
Shennan Circuits (002916.SZ): The electronic interconnection business mainly focuses on communication, datacenter, medical, automotive electronics and other fields.
On November 13th, Shen Nan Circuits (002916.SZ) stated in investor relations that the company's electronic interconnect business belongs to the downstream link of PCB manufacturing business, which can be divided into PCBA board level, functional modules, complete products/system assembly according to product forms. The business mainly focuses on communication, datacenter, medical, and automotive electronics. The company's development of electronic interconnect business aims to be centered around interconnection, collaborate with PCB business, leverage the company's electronic interconnect product technology platform advantages, and provide continuous value-added services to customers through a one-stop solution platform to enhance customer stickiness.
Shennan Circuits (002916.SZ): The product line of the packaging substrate business includes modular packaging substrates, memory packaging substrates, application processor chip packaging substrates, and others.
Gelonghui reported on November 13 that shennan circuits (002916.SZ) stated in investor relations that the company's packaging substrate business covers a wide variety of product types, including module packaging substrates, storage packaging substrates, and application processor chip packaging substrates, mainly used in mobile intelligent terminals, servers/storage, and other fields. In the third quarter of 2024, the downstream market demand for packaging substrates slowed down, and the company's packaging substrate product structure was adjusted in response to fluctuations in downstream market demand.
Shennan Circuits (002916.SZ): In the third quarter, the company's PCB business revenue in the datacenter and autos electronics sectors increased compared to the second quarter.
Shennan Circuits (002916.SZ) stated in investor relations that the company's PCB business focuses on downstream applications such as communications equipment, with a key focus on datacenters (including servers), autos electronics, and long-term cultivation in industrial control and medical fields. In the third quarter of 2024, influenced by the demand for general servers and growth in domestic autos electronics products, the company's PCB business revenue saw an increase compared to the second quarter in datacenter and autos electronics areas, while the revenue share in communications field decreased due to no clear improvement in demand for wireless communication base station related products.
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102884128 : getting disappointed with this counter. every day drop.