Electronic Parts
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Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'
Track Hyper | DChain Core: Victory Giant Technology made a huge profit in Q1.
Although NVIDIA is not favored, the core suppliers of DChain are still making a profit.
Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.
① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.
Victory Giant Technology: In Q1, net income surged by 339%, driven by the AI computing power wave, leading to explosive performance.
Victory Giant Technology's Q1 performance exploded: profits surged by 339%, the PCB giant rises amid the wave of AI computing power. Key points include a huge increase in performance: Q1 revenue reached 43...
Guangzhou Fangbang Electronics incurred losses again in 2024, but new progress has been made in product development and certification.
① According to financial data, the company has been in continuous loss for three years. Its net income for 2022 and 2023 were -68.02 million yuan and -68.67 million yuan respectively; ② Regarding the main reasons for the performance changes, Guangzhou Fangbang Electronics stated that it is mainly due to an increase in the sales volume of shielding films in 2024 compared to the previous year, but due to the overall cost reduction in the Industry Chain and intensified competition, the sales price of its shielding films has slightly decreased.
The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.
① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.
Increasing investment in the main business, XunJieXing plans to acquire 100% equity of JiaZhiHong, expecting to launch the E-Commerce platform in Q2.
① The company stated that in the second quarter of this year, it will launch a supporting E-Commerce platform in conjunction with the Zhuhai Xunjiiexing smart model production base project; ② Investor Luo Ji stated that this is currently a common Trade method, issuing shares for payment, which can reduce the pressure of Cash transactions for listed companies.
Cost pressure or shared by three parties? Apple is impacted by Trump's tariff policies, prompting a response from the "fruit supply chains."
① Under the new tariff policy of Trump, Apple Inc. may face a sudden increase in costs due to the Global supplier strategy; ② Since April 3rd, Apple and its supply chain stocks have significantly dropped, with the three major A-share supply chain companies falling more than 30%; ③ Several interviewees believe that Apple may address this cost pressure through three aspects: increasing terminal prices, compressing supply chain costs, and bearing the costs itself.
Shengyi Electronics: Server sales accounted for nearly 50%, the Asia Vets center's high multi-layer HDI project is planned to start trial production in Q4 | Directly hitting the Earnings Conference.
① The Chairman of Shengyi Electronics, Deng Chunhua, stated that the total proportion of various Server products in the company's sales has increased to 48.96%, and the relevant market share has also significantly improved. ② The first phase of the Shengyi Electronics Asia Vets Center high-density multi-layer interconnection circuit board project is expected to begin trial production in the fourth quarter of 2025.
Wus Printed Circuit: The 2024 Earnings Reports show revenue of 13.342 billion yuan, a year-on-year increase of 49.26%.
Hu Shi Electronic Co., Ltd. 2024 Annual Earnings Reports: Strong growth coexists with future challenges. Key summary: Financial performance: In 2024, revenue reached 13.342 billion yuan, a year-on-year increase of 49.26%; net income attributable to shareholders of the listed company was 2.587 billion yuan, a year-on-year increase of 71.05%. Core business progress: PCB business revenue was 12.839 billion yuan, a year-on-year increase of 49.78%, with gross margin rising to 35.85%. Development Global Strategy: The company continues to focus on the PCB main business, emphasizes technological innovation and product upgrades, and actively expands into Emerging Markets such as AI and automotive electronics. Future plans
After a continuous reduction in market trading volume, a short-term directional choice may be faced, waiting for new hotspots to break through.
Yesterday, the market continued a low-volume consolidation structure. From the Index perspective, although it is still in a relatively strong consolidation structure, the narrow fluctuations over the past three days may indicate that the market is facing a new round of directional choices. If it cannot attack with increased volume again, the probability of subsequent corrective consolidation may further increase.
The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
The computing power stocks are strongly rebounding, and Nonferrous Metals are迎来 a new rotation opportunity.
Yesterday, the market withstood the impact of the drop in the external market and successfully rebounded from the lows, with all three major Index closing in the green. However, due to the further contraction in trading volume, the short-term market still leans towards chaos, and may face a choice of direction in the future.
Track Hyper | Shenzhen Fastprint Circuit Tech ABF supply chain expansion.
A profound change is silently occurring.
High-frequency high-speed Copper clad laminates show significant growth, Nanya New Material Technology is turning losses into profits in 2024.
1. Nanya New Material Technology stated that the company turned a profit, primarily due to the significant business increase brought by the high-frequency, high-speed board series products in 2024; 2. It is reported that during the reporting period, the expansion of 5G Communications applications and the update and iteration of Servers led to an increased demand for the company's high-frequency, high-speed board series products.
The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.
Track the entire lifecycle of the main Sector.
Overseas giants continue to increase investment, and Institutions expect that by 2025, the penetration of AI smartphones will further accelerate.
According to reports, Samsung continues to intensify its investment in AI smartphones, and recently the Chinese version of the Galaxy S25 series was officially released, including the S25, S25+, and S25 Ultra models. According to Canalys data, the penetration rate of AI smartphones may reach 17% in 2024, and it is expected that the penetration of AI smartphones will further accelerate in 2025.
DeepSeek has sparked a local deployment boom of large models, and AIPC is expected to lead the way.
① With the rise in popularity of DeepSeek, there has been a surge in local deployment of large models and edge-side AI. Several AIPC-related companies have officially announced their integration with DeepSeek. ② GTJA's latest report indicates that compared to Other terminals, PCs possess productivity tool attributes, and users are more focused on performance experience, making them the preferred terminals for larger-scale local models.
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."
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.