Bomin Electronics Co., Ltd.'s (SHSE:603936) Share Price Is Matching Sentiment Around Its Revenues
Bomin Electronics (603936.SH): does not involve the production of Glass substrates.
Gelonghui, February 28丨Bomin Electronics (603936.SH) stated on the investor interaction platform that the company is closely monitoring and researching glass substrate technology, and is currently not involved in the production of glass substrates.
Bomin Electronics (603936.SH): Shulian PCB has already gained recognition from multiple top clients in the Datacenter and AI fields.
On February 28, Gelonghui reported that Bomin Electronics (603936.SH) stated on the investor interaction platform that the company's interconnected PCB has been recognized by several leading clients in the Datacenter and AI fields, and has achieved bulk shipments of various types of high, medium, and low-end products, although revenue currently remains relatively small. Looking ahead, as the maturity of high-end products continues to improve and work progresses on bringing in new clients, the interconnected product business is expected to enter an accelerated growth phase, continuously opening up new space for growth.
Bomin Electronics (603936.SH): The server products are primarily positioned for HPC server boards and are gradually extending to AI servers.
On February 28, Gelonghui reported that Bomin Electronics (603936.SH) stated on the investor interaction platform that the company is actively laying out related high-prospect niche segments. Among them, Server products are mainly positioned for HPC Server boards and are gradually extending towards AI Servers. Relevant products have significant advantages in high-speed material applications, processing density, and design levels, establishing long-term stable cooperative relationships with related clients and gaining recognition. In the first half of last year, the company achieved revenue growth year-on-year in the data/communication Business, particularly with a significant year-on-year increase in revenue from HPC Server PCB products. As AI Servers emerge.
Bomin Electronics (603936.SH): Currently, the IC Carrier products are mostly used in the Data Storage field.
On February 21, according to Gelonghui, Bomin Electronics (603936.SH) stated on the investor interaction platform that the company's IC Carrier products are currently widely used in the Data Storage field. They have cooperated with several terminal design companies and testing clients for sample trial production, and some models have entered the mass production stage.
Bomin Electronics (603936.SH): Has established long-term and stable cooperative relationships with leading ODM manufacturers such as Huqin, Wentai, and Longqi.
On February 21, Gelonghui reported that Bomin Electronics (603936.SH) stated on the investor interaction platform that the company's products can be used in various consumer terminals and have established long-term stable partnerships with leading ODM manufacturers such as Huaqin, Wingtech, and Longqi. Its terminal products cover several well-known brands, including OPPO, vivo, Samsung, Xiaomi, and Lenovo.
Bomin Electronics (603936.SH): has become the main supplier of DPC ceramic liners for the leading domestic Lidar manufacturers.
On February 14, Gelonghui reported that Bomin Electronics (603936.SH) stated on the investor interaction platform that with the increasing momentum of autonomous driving, Lidar, as an essential Hardware product for intelligent driving, will embrace vast incremental space. The company is fully grasping the trend of the Lidar industry and has now become the main supplier of DPC ceramic liners among leading domestic Lidar manufacturers. Related products have been applied in various New energy Fund vehicles, including those from BYD, Chongqing Sokon Industry Group Stock, GAC Group, FAW Group, SAIC Group, Geely, and Xiaopeng.
Bomin Electronics (603936.SH): A wholly-owned subsidiary has been recognized as a high-tech enterprise.
Gelonghui, February 14 - Bomin Electronics (603936.SH) announced that its wholly-owned subsidiary Jiangsu Bomin Electronics Co., Ltd. (hereinafter referred to as "Jiangsu Bomin") has received the "High-tech Enterprise Certificate" approved and issued by the Jiangsu Provincial Department of Science and Technology, Jiangsu Provincial Department of Finance, and the State Administration of Taxation Jiangsu Provincial Tax Service. Jiangsu Bomin has re-evaluated its status as a high-tech enterprise. Jiangsu Bomin previously obtained the "High-tech Enterprise Certificate" in 2021, which is valid for three years, and this high-tech enterprise recognition is a re-evaluation conducted after the expiration of the original high-tech enterprise certificate.
Would Bomin Electronics (SHSE:603936) Be Better Off With Less Debt?
Bomin Electronics (603936.SH): There is currently no direct partnership with DeepSeek.
On February 10, Gelonghui reported that Bomin Electronics (603936.SH) stated on the investor interaction platform that there is currently no direct cooperation relationship with DeepSeek. The low cost and high performance characteristics of DeepSeek enable edge Hardware to better support complex AI tasks, and its open-source model and local deployment capability also promote the ecosystem of AI technology, accelerating the implementation and popularization of edge Hardware. It is anticipated that the AI wave will drive the growth of computing power demand, enhancing the value in areas such as Servers, storage, and PCB boards.
Bomin Electronics 2024 Annual Results Forecast Announcement
Bomin Electronics (603936.SH): It is expected to incur a net loss of 0.14 billion yuan to -0.24 billion yuan in 2024.
Gelonghui, January 17丨Bomin Electronics (603936.SH) announced that, 1. According to preliminary calculations by the finance department, it is expected that in 2024, the net income attributable to shareholders of the listed company will be between -240 million yuan and -140 million yuan, which represents a narrowing of losses compared to the same period last year (statutory disclosure data). 2. It is expected that in 2024, the net income attributable to shareholders of the listed company, excluding non-recurring gains and losses, will be between -280 million yuan and -180 million yuan. During the reporting period, faced with the slowdown in global economic growth and a decline in consumer power leading to continued weak industry demand as well as competition in the PCB industry.
Shareholders in Bomin Electronics (SHSE:603936) Have Lost 52%, as Stock Drops 12% This Past Week
Bomin Electronics (603936.SH): The current customers supplied with Switch PCBs mainly include a representative group of clients such as H, New H3C, and Inspur.
On December 13, Glonghui reported that Bomin Electronics (603936.SH) stated on the investor interaction platform that driven by the wave of AI, the company sees tremendous opportunities in the computing power PCB market. Currently, the company’s 400G Switch and data connection products have achieved mass production capabilities. The customers for Switch PCBs primarily include major clients such as H, New H3C, and Inspur. The data connection PCBs have already gained recognition from several top customers in the Datacenter and AI fields, achieving bulk shipments of various high, medium, and low-end products. Looking forward to the second half of the year, accompanied by the continuous improvement in the maturity of high-end products and the onboarding of new customers.
Bomin Electronics: Bomin Jiangsu's production capacity utilization rate is about 90%, and the first phase of the investment project is expected to start trial operation at the end of the year | Direct hit on earnings conference
bomin electronics stated that the new generation of electronic information industry investment expansion project (Phase I) 3# plant has been basically completed, and if there are no other factors interfering, it is expected that some processes will enter the trial operation state by the end of the year. bomin electronics chairman and general manager Xu Huan stated that the comprehensive production capacity utilization rate of Jiangsu bomin is around 90% currently, showing an upward trend following the industry's recovery.
Bomin Electronics (603936.SH): A wholly-owned subsidiary intends to transfer part of the business related assets and liabilities to the company.
On November 18, Gelonghui reported that bomin electronics (603936.SH) announced that its wholly-owned subsidiary in Shenzhen currently engages in PCB business as well as the research, production, and sales of power semiconductor ceramic substrates and passive components. Shenzhen bomin has leading active metal brazing (AMB) ceramic substrate process technology and production flow both domestically and internationally. The ceramic substrates produced using self-developed brazing formulas exhibit superior performance, reliable quality, and competitive cost, meeting the reliability performance requirements of aviation and aerospace. The products have been certified for metro-level, industrial-level, and automotive-level applications, and are gradually being used in head third-generation semiconductors power modules.
Bomin Electronics: Bomin Electronics Report for the Third Quarter of 2024
Bomin Electronics Report for the Third Quarter of 2024
Bomin Electronics (603936.SH): AMB ceramic substrates are gradually being mass-produced and applied in the top enterprises of the third-generation semiconductors power module.
Bomin Electronics (603936.SH) stated on the investor interaction platform on October 18th that the company's AMB ceramic substrates are gradually being used in mass production applications by leading enterprises in the third-generation semiconductor power module sector. At the same time, they are expanding to other leading enterprises domestically and internationally, as well as overseas automotive supply chains. They have also received small batch deliveries, passed certifications, engaged in designated developments, and increased their production capacity to 0.15 million sheets per month. Currently, the production capacity utilization rate is gradually increasing, and the shipment volume has increased compared to last year.
Even After Rising 20% This Past Week, Bomin Electronics (SHSE:603936) Shareholders Are Still Down 46% Over the Past Five Years