Components
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Xing Sen Technology (002436): Key technologies continue to improve, and the FCBGA project is progressing steadily, and the volume is imminent
Jingwang Electronics (603228): Incentives granted to landing cars and digital communications to release high-end production capacity to start a new round of growth
Shengyi Electronics (688183) In-depth Research Report: Establishing an inflection point in business, AI computing power is expected to embark on a new journey
Pengding Holdings (002938): Based on communication boards, we deeply embrace the new opportunities of end-side AI from big customers
Maijie Technology (300319): Consumer business recovery continues to boost automotive electronics
Jianghai Co., Ltd. (002484): Achieving steady growth in 23 years, the MLPC business is expected to benefit from the boom in AI servers
Dongshan Precision (002384): Continued high growth in the new energy business and continued to focus on the A+T strategy
Fenghua Hi-Tech (000636): Rapid year-on-year growth in Q1 performance in '24 is expected to gradually expand MLCCs for 5G
Huazheng New Materials (603186): Significant month-on-month improvement in Q1 profit side, continued focus on demand recovery and new product development
Shunluo Electronics (002138): The profit side doubled year-on-year in Q1 in '24, and is expected to continue to release integrated inductors
Shanghai Electric Power Co., Ltd. (002463): The AI business has entered a period of acceleration, and quarterly results have continued to increase
Shanghai Electric Power Co., Ltd. (002463): The AI business has entered a period of acceleration, and quarterly results have continued to increase
Sanhuan Group (300408): 24Q1 gross margin repair, vehicle high-capacity MLCC volume can be expected
Fangbang Co., Ltd. (688020): The core target of copper cable shielding materials: we think it will be released along with AI leader Nvidia
Shengyi Technology (600183): Cycles and growth resonance, three-year incentives open a new chapter in the company's development
Pengding Holdings (002938): High year-on-year revenue growth in April, focus on the progress of large-scale client-side AI implementation
Shennan Circuit (002916): A leading digital PCB and packaging substrate company with a high year-on-year performance increase in 24Q1
World Transport Circuit (603920): High performance increase in 24Q1, and AI digital communication can be expected to grow
Pengding Holdings (002938): Outstanding revenue performance in April, innovation drives industry growth
Shengyi Technology (600183): The upward cycle is about to begin, structural optimization drives high performance growth