Components
- 1103.177
- +46.346+4.39%
The "Dual Wheel Drive" Technology Global Strategy of Zhongying has encountered setbacks, leading to the failure of a 1 billion-level acquisition of a leading company in brushless Electric Machine | Quick announcement.
① Zhongying Technology has terminated the acquisition of Botemon Electric Machine because the parties involved could not reach an agreement on the final plan; ② Botemon holds a 30% market share in the New energy Fund brushless electric machine sector, and Zhongying Technology had hoped to achieve a dual drive of "New Materials + Thermal Management" through the acquisition; ③ Zhongying Technology has MMF of 0.122 billion yuan on its books, and to complete this acquisition at the level of 1 billion, it may require a large amount of bank loans and other external financing.
How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.
① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.
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.
Shengyi Electronics' Q3 net profit turned losses into gains year-on-year, planning to initiate the establishment of a 0.1 billion yuan industrial fund
①Early investment in research and development of 800G high-speed switches by Shengyi Electronics has successively secured bulk orders; ②The company's server product revenue scale achieved significant growth year-on-year, with server products accounting for 42.45%, a year-on-year increase of 20.87 percentage points; ③During the reporting period, the sales amount of the company's export products increased by 32.08% year-on-year.
The competition in flexible circuit boards is intensifying, and guangzhou fangbang electronics reported a loss of 17.6714 million yuan in the third quarter.
①Guangzhou Fangbang Electronics stated that the decline in performance was due to increased market competition in the smart phone and Flexible Printed Circuit (FPC) industry during the reporting period, the industry chain showing a trend of cost reduction, which had a certain impact on the company's sales volume, selling price, and product structure of the screen protective film; ②Haitong Int'l believes that with the leading AI company nvidia releasing GB200, the future market space for high-speed copper cables for servers will grow rapidly.
Is the ai chip "really fragrant"? Wus Printed Circuit intends to invest 4.3 billion yuan in the expansion project of high-end PCB for supporting production | Rapid announcement
①Wus printed circuit plans to invest 4.3 billion yuan in a new project for the production expansion of high-end printed circuit boards for ai chips, with funding from the company's own resources or self-raised funds; ②Benefiting from the structural demand for printed circuit boards in emerging computing scenarios such as high-speed servers and ai, the company's revenue and net income for 2024Q3 have both increased compared to the same period last year.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
The 'annual flagship battle' in the mobile phone industry is kicking off, and the industry chain is expected to usher in a revival of prosperity.
① The smartphone industry's “flagship battle of the year” has begun. In addition to Huawei, leading mobile phone brands such as vivo, OPPO, and Honor all released new flagship phones in October. ② Open Source Securities said that with supply chain stability and R&D breakthroughs, Huawei's mobile phone shipments are expected to reach 80-90 million units by 2025.
Nvidia's stock price hits a new high, and the prosperity of computing power industry chain continues to improve.
Nvidia's stock price rose more than 4%, hitting the highest intraday level since July 11th. Previously, Hon Hai Group revealed that there is a huge demand for Nvidia's Blackwell platform.
Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.
Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.
Consumer electronics are warming up, AI server demand is rising, and the MLCC industry is experiencing a moderate recovery.
According to media reports, after experiencing a prolonged two-year downturn, MLCC has begun to see a relatively mild recovery, with total shipments from related manufacturers increasing by 5.4% in the second quarter.
AI server products delivered in bulk, Shengyi Electronics' net income in the first half of the year increased by 903.93% year-on-year.
① Regarding the reasons for the performance change, Shengyi Electronics stated that with the increasing demand for high-density, high-precision multilayer printed circuit boards in the market, the company's production and sales have grown compared to the same period last year; ② Shengyi Electronics stated that in the future, with the continuous development of the automotive industry, automotive electronics will have a wider market. It is expected that the market size of China's automotive electronics industry will grow by 5.6% to reach 1.16 trillion yuan in 2024.
MLCC continues to rebound! Guangdong Fenghua Advanced Technology Q2 net profit increased by 80% compared to the previous quarter. AI promotes high-capacity products and the future market is still optimistic | Interpretations
① MLCC prices continue to rise, with Guangdong Fenghua Advanced Technology's Q2 net income increasing significantly year-on-year and quarter-on-quarter, reaching the highest gross margin in 9 quarters; ② Downstream demand differentiation, high-end business growth is an important driver for Guangdong Fenghua Advanced Technology's profitability improvement; ③ Analysis believes that the MLCC market will continue to show differentiated demand in the future, and continuous improvement of product structure is still an important issue for relevant manufacturers.
Olympic Circuit Technology's net profit in the first half of the year increased by over 50%, with the highest share in the automotive electronics sector among downstream applications. Interpretation of financial statements.
1. Olympic Circuit Technology's revenue and net profit both increased in the first half of the year. 2. The company stated that it benefited from factors such as increased business volume, higher product prices, and the comprehensive impact of the decline in the exchange rates of RMB against the US dollar. 3. The automotive application market is currently the company's largest sales sector.
Victory Giant Technology earned 0.459 billion yuan in the first half of the year, with the help of MFS consolidation boosting its performance.| Interpretations
Victory giant technology has achieved double growth in revenue and net profit in H1 this year, reaching a new high in the same period since its listing. The main driving factors for performance include the revenue growth of the MFS group, which has been consolidated, mass production of high-end products such as AI computing power, cost reduction and efficiency improvement.
Shares of Several Companies in the Auto & Auto Component Space Are Trading Higher Amid Overall Market Strength Following a WSJ Report Suggesting the Fed May Be Debating the Size of Future Rate Hikes. Fed Policy Tightening Has Weighed on Consumer Spending
Electric VTOL (EVTOL) Aircraft Market - A Global and Regional Analysis: Focus on Design, Range, Use Case, Mode of Operation, Energy Source, Component, and Country - Analysis and Forecast, 2023-2032
Insights on the HR Payroll Software Global Market to 2031 - by Component, Deployment Mode, Organization Size, Industry Vertical and Region - ResearchAndMarkets.com
Safran Wins Contract to Provide Component Repairs for AJW Group
Outlook on the Gamification Global Market to 2030 - by Component, Deployment Model, Enterprise Size, Application, Industry Vertical and Region - ResearchAndMarkets.com