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China International Capital Corporation: As a high-speed connector, the AI server connector and cables are being upgraded.
With the continuous increase in GPU computing power, the communication and network communication speed of server systems continue to increase, requiring higher performance for connectors and cables, thus leading to increased unit prices.
Renco Holdings Prepares to Announce Interim Results
Renco Holdings (02323.HK) plans to hold a board of directors meeting on August 30 to approve the mid-term performance.
Renco Holdings (02323.HK) announced on August 19 that the board of directors will hold a meeting on Friday, August 30, 2024. The board will pass a resolution at the meeting, including approving the mid-term performance of the company and its subsidiaries for the six months ending June 30, 2024.
RENCO HOLDINGS: DATE OF BOARD MEETING
Guolian Securities: Domestic substitution for lead screw is imminent, humanoid robots may become a new explosive growth point for planetary rollers.
The Tesla Optimus humanoid robot uses a total of 14 planetary roller screws for linear joints, and with the corresponding decrease in the price of planetary roller screws, the market size may exceed 10 billion yuan.
CITIC Securities: Three-dimensional analysis of space, path, and profit reveals great opportunities for global auto parts globalization.
Now is the right time to go global. The accelerated globalization of high-quality domestic parts supports a new round of growth in the domestic parts industry in terms of space, path, and profitability. It is expected to create a new global leader.
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