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.

cls.cnOct 28 08:32 ET

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.

cls.cnOct 27 21:59 ET

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.

cls.cnOct 24 10:57 ET

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.

cls.cnOct 18 01:13 ET

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.

cls.cnOct 17 19:46 ET

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.

cls.cnOct 8 20:22 ET