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Shennan Circuit's (SZSE:002916) Investors Will Be Pleased With Their Notable 42% Return Over the Last Year
Shenzhen Rongda Photosensitive & Technology (300576.SZ): The main customers of PCB photoresists include Shennan Circuits, Shenzhen Kinwong Electronic, Suntak Technology, Victory Giant Technology, etc.
Gelonghui reported on November 29 that Shenzhen Rongda Photosensitive & Technology (300576.SZ) stated on the investor interaction platform that the company's photoresist products mainly include: photoresists for PCBs, photoresists for displays, and photoresists for semiconductors. The main customers of the company's PCB photoresist include Shennan Circuits, Shenzhen Kinwong Electronic, Suntak Technology, Victory Giant Technology, Aoshikang Technology, Jandint, and HanYu BoDe. The main customers for display and semiconductor photoresists include TCL Huaxing, Shenzhen Laibao Hi-Tech, Sanan Optoelectronics, Yangzhou Yangjie Electronic Technology, and Jilin Sino-Microelectronics.
Shennan circuits (002916.SZ): The packaging substrate business products include module-type packaging substrates, application processor chip packaging substrates, etc.
On November 26, GELONGHUI reported that shennan circuits (002916.SZ) stated in their investor relations that the company's packaging substrate business has a wide variety of product coverage, including module packaging substrates, storage packaging substrates, application processor chip packaging substrates, etc., mainly applied in mobile smart terminals, server/storage, and other fields. In the third quarter of 2024, the downstream market demand for packaging substrates has slowed, and the company's packaging substrate product structure has been adjusted in response to fluctuations in downstream market demand.
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.