The losses in the main business of FPC have narrowed, and the AI business has contributed to performance. Xiamen Hongxin Electronics Technology Group Inc. is expected to turn a profit in 2024 | Interpretations.

① After three consecutive years of performance losses, Xiamen Hongxin Electronics Technology Group Inc. expects a Net income of 45 million yuan to -67.5 million yuan in 2024, turning losses into profits; ② Regarding the reasons for the performance changes, the company's securities department staff stated, "The losses in the FPC segment have significantly narrowed, and the AI Business has brought in new growth."

cls.cnJan 23 09:45 ET

Shengyi Electronics: Expected to turn a profit in 2024, with a record high net profit in Q4.

① In the PCB field, leading company Siying Electronics is expected to turn profitable in 2024, with a net income attributable to the parent company of 0.113 billion to 0.171 billion yuan in the fourth quarter, setting a new quarterly high in nearly four years; ② In the growing PCB market demand, AI and HPC Servers are important driving forces.

cls.cnJan 23 09:27 ET

The demand for specialized Chemicals for PCBs is increasing, and Sanfu Xinke is expected to narrow its losses by 60% in 2024.

① Since the beginning of 2024, benefiting from the recovery of the downstream Consumer Electronics Industry, the company's main Business revenue from PCB Chemicals has seen rapid growth; ② Sanfu Xinke believes that it is currently in a critical period of rapid development and breakthrough for anode current collectors, and it is expected to enter the scale and industrialization stage in 2025.

cls.cnJan 16 18:45 ET

The PC market has achieved growth for five consecutive quarters. Institutions say the moment of AIPC transformation will begin in 2025.

According to Canalys' latest data, the PC market has achieved growth for five consecutive quarters in the fourth quarter, with total shipments of desktops, laptops, and workstations reaching 67.4 million units, a growth of 4.6%. Aixin Securities believes that AIPC Software and Hardware are co-evolving, and over the past year, major global manufacturers have continuously explored aspects such as AI enablement, product forms, and user experience, with the transformation moment opening in 2025.

cls.cnJan 14 18:48 ET

Expand new Business growth points and the Americas market. RIKEN Technology plans to subscribe to Innovative Electronics shares and establish a joint venture.

① RiLian Technology claims that its innovative electronic main business is synergistic across multiple dimensions such as Technology, products, and markets; ② RiLian Technology is the "first industrial X-ray stock in China," and some of its developed related technologies have successfully broken foreign monopolies; ③ In recent years, with the rapid development of high-end precision manufacturing, the market demand for "industrial doctor" X-ray testing has also been continuously rising.

cls.cnJan 14 08:28 ET

AI drives the increase in demand for HBM, SRAM, and DDR5, and the Industry Chain of storage chips is expected to recover.

According to media reports, as AI boosts demand for advanced storage chips, Micron Technology will invest 7 billion dollars in the next few years to expand its manufacturing operations in Singapore. The securities firm Yongxing stated that benefiting from supply-side price increases, inventory gradually returning to normal, and AI driving the demand for HBM, SRAM, and DDR5, the Industry Chain is expected to reach a bottom and rebound.

cls.cnJan 9 19:02 ET