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Zhuhai Bojay Electronics (002975.SZ): Currently, the company has delivered a device for IMU testing to the customer for verification.
Gelonghui, March 5th丨Zhuhai Bojay Electronics (002975.SZ) recently communicated during investor relations activities that while serving international top-tier clients, the company has also received demands for robot-related testing equipment. Currently, a piece of IMU testing equipment has been delivered for customer validation. No orders or revenue have been formed yet.
Zhuhai Bojay Electronics (002975.SZ): The Semiconductors Business has revenue of several tens of millions, capable of achieving breakeven.
On March 5th, Glonghui reported that Zhuhai Bojay Electronics (002975.SZ) stated in a recent investor relations activity that the Semiconductors Business has a revenue of several tens of millions, capable of achieving breakeven. It involves process equipment and cutting. The verification cycle for domestic semiconductor customers is long, and they will continue to pay attention to the consistency and stability of the equipment. Currently, many domestic customers still prefer to use imported equipment. The development strategy is to start with commercializing miniLED, MicroLED, and other industries, and after the Semiconductors are verified, they will engage with related customers. Dicing Saw related equipment has been developed for 6-inch, 8-inch, and 12-inch sizes, with fully automatic and semi-automatic options.
Zhuhai Bojay Electronics (002975.SZ): Currently, there is a significant increase in orders on hand, and this year a noticeable growth is expected in the Earnings Conference for the Autos Sector.
Gelonghui reported on March 5 that Zhuhai Bojay Electronics (002975.SZ) recently stated during an investor relations activity that the company's Automotive Electronics Business accounted for approximately 5%-10% of revenue in previous years. Currently, there is a significant increase in the orders on hand, and it is expected that this year the earnings from the Automotive Electronics Sector will see noticeable growth, rising to 15%-20% of this year's revenue. The company's layout in the vehicle-mounted field includes testing and assembly product lines such as cameras, Radar, in-vehicle large screens, and Other applications on vehicles. Major clients include leading domestic and international Electric Vehicles clients B and T, as well as foreign TIE1 manufacturers and LianChuang Electronic Technology, among others, which are also related clients. The subsequent public...
Zhuhai Bojay Electronics (002975.SZ): The company's Business share in the Consumer Electronics field accounts for about 50%.
Gelonghui, on March 5th, reported that Zhuhai Bojay Electronics (002975.SZ) stated in a recent investor relations activity that the proportion of its Business in the Consumer Electronics sector accounts for about 50%. In the past two years, the company has invested in research and development and equity investment in optical and vision-related testing equipment, investing in upstream and downstream companies in the Industry Chain, including those involved in optical algorithms, optical cameras, and specific application field solutions, for example, to provide better support in the MR/AR field as the 3C market expands; previous Orders in MR mainly concentrated in the fields of electricity and radio frequency, while more detection points for the product form are focused on optical and visual aspects; additionally, the mobile phone camera will develop significantly over the next two to three years.
Zhuhai Bojay Electronics Co.,Ltd.'s (SZSE:002975) 34% Price Boost Is Out Of Tune With Revenues
Zhuhai Bojay Electronics (002975.SZ): This year, the largest volume is in the field of cameras.
On February 24, Gelonghui reported that Zhuhai Bojay Electronics (002975.SZ) recently stated in its investor relations activities that the testing and assembly product lines in the automotive field include cameras, Radar, vehicle displays, and other application scenarios in vehicles. This year, the largest volume comes from the camera field, benefiting from the significant layout of domestic leading customers in cameras.
Zhuhai Bojay Electronics Co.,Ltd. (SZSE:002975) Is Going Strong But Fundamentals Appear To Be Mixed : Is There A Clear Direction For The Stock?
