A-share nvidia industry chain repeatedly strengthened
On June 14, Zhongji Innolight and Suzhou TFC Optical Communication rose more than 8%, while Victory Giant Technology, Foxconn Industrial Internet, and Wus Printed Circuit were up more than 3%.
Express News | Demand for HDI boards has been driven up, with many manufacturers reporting full production capacity and orders.
Defu Technology (301511.SZ): The company's customers supplied include Shengyi Technology, Victory Giant Technology, Taimide Technology (EMC), and others.
On June 7th, Golonghui reported that Defute Technology (301511.SZ) stated on the investor interaction platform that the company's products are not first-tier suppliers for the application of Nvidia finished products. The company is an upstream material supplier of PCB, and its customers include Shengyi Technology, Victory Giant Technology, and Taiwain Mirle Automation Corp (EMC), etc.
Express News | Epoxy base electronic material corporation: has obtained evaluation certification from companies such as Intel and AMD.
Express News | Nvidia concept stocks are collectively strong, with Foxconn Industrial Internet hitting the limit up. Zhongji Innolight, Shanghai Anoky Group, Victory Giant Technology, Aoshikang Technology, Shenzhen Kinwong Electronic, Inspur Electronic Information Indus
Express News | Nvidia concept stocks are fluctuating and strong, with Foxconn Industrial Internet up more than 8%, zhongji innolight up more than 5%, Shanghai Anoky Group, Victory Giant Technology, Aoshikang Technology, Shenzhen Kinwong Electronic, Inspur Electronic Inf
Express News | Foxconn Industrial Internet rose more than 8%, Zhongji Innolight rose more than 5%, Anoky Group, Victory Giant Technology, Aoshikang Technology, Kinwong Electronic, Inspur Electronic Information Industry and other companies followed suit. On the news side
Shenghong Technology (300476.SZ): 2023 equity distribution 10 distribution of 1.9 yuan Equity Registration Date June 6
Gelonghui, May 30, 丨 Shenghong Technology (300476.SZ) announced that the company's 2023 equity distribution plan is to distribute RMB 1.900,000 (tax included) to all shareholders for every 10 shares based on the company's current total share capital excluding 859,285,978.00 shares after 3,402,663.00 shares already repurchased. The share registration date for this equity distribution is June 6, 2024, and the ex-dividend date is June 7, 2024.
Shenghong Technology (300476.SZ): As of May 20, 2024, the number of shareholders of the company was 40,178
Gelonghui, May 29丨Shenghong Technology (300476.SZ) said on the investor interactive platform that as of May 20, 2024, the number of shareholders of the company was 40,178.
Victory Giant Technology to Build Vietnamese Production Base for $260 Million
Victory Giant Technology Huizhou (SHE:300476) will construct a high-precision electronic production base in Vietnam for $260 million, the company said in its filing on the Shenzhen Stock Exchange. The
Shenghong Technology: Plans not to exceed US$260 million to build a production base in Vietnam
Shenghong Technology announced on the evening of May 24 that the company plans to invest in the construction of a high-precision printed circuit board project in Vietnam through its wholly-owned subsidiary Singaporean Shenghong to produce high-multi-layer printed circuit boards and HDI. The planned investment amount will not exceed US$260 million, including but not limited to matters relating to the establishment of a new company, the purchase of land, new plants and engineering construction, and the purchase of production equipment and supporting facilities. The company will implement the construction of a Vietnamese production base in stages according to specific conditions such as market demand and business progress.
Shenghong Technology (300476.SZ): Singapore Shenghong plans to invest no more than US$260 million to build a high-precision printed circuit board project in Vietnam
Gelonghui May 24 丨 Shenghong Technology (300476.SZ) announced that in order to meet the diverse needs of overseas customers, adapt to international development trends, and accelerate the strategic layout of overseas manufacturing bases, the company plans to adopt the wholly-owned subsidiary VICTORY GIANT TECHNOLOGY (SINGAPORE) PTE. LTD. (“Singapore Shenghong” for short) invests in the construction of a high-precision printed circuit board project in Vietnam to produce high-multi-layer printed circuit boards and HDI. The planned investment amount is not to exceed 260 million US dollars, including but not limited to setting up a new company, purchasing land, and new
Bidding for the AI PC concept was active. Yingli shares rose more than 14.5%, Zhongke Chuangda and Shenghong Technology all rose more than 2%, and Baiwei Storage, Yidao Information, and Oshcon rose.
Bidding for the AI PC concept was active. Yingli shares rose more than 14.5%, Zhongke Chuangda and Shenghong Technology all rose more than 2%, and Baiwei Storage, Yidao Information, and Oshcon rose.
PCB concept stocks fluctuated higher, with Shengyi Electronics rising and falling 20cm, while Shenghong Technology, Zhongfu Circuit, Huazheng New Materials, Shanghai Electric Power Co., Ltd., and Jinlu Electronics had the highest gains.
PCB concept stocks fluctuated higher, with Shengyi Electronics rising and falling 20cm, while Shenghong Technology, Zhongfu Circuit, Huazheng New Materials, Shanghai Electric Power Co., Ltd., and Jinlu Electronics had the highest gains.
BOC Securities: Downstream recovery drives boom recovery, PCB's “cycle+growth” dual logic is expected to continue to resonate
Looking ahead to 2024, along with the recovery trend of the global semiconductor cycle and the innovative launch of terminals represented by Apple XR and AI PCs, the PCB industry's dual logic of “cycle+growth” is expected to continue to resonate.
Express News | PCB concept stocks fluctuated and Shenghong Technology fell more than 5%
China Galaxy Securities: 24Q1 PCB demand is picking up, AI is still the main driving force
Looking ahead to the second quarter, although TSMC lowered its annual growth forecast for global foundry, it also indicated that demand for AI is very strong. Some A-share PCB company products have entered the global supply chain system and are expected to benefit from AI development in the future.
The PCB sector fluctuated higher. Yibo Technology rose more than 10%, Jingwang Electronics rose more than 8%, and Pengding Holdings, Shenghong Technology, Shengyi Technology, and Hongxin Electronics had the highest gains.
The PCB sector fluctuated higher. Yibo Technology rose more than 10%, Jingwang Electronics rose more than 8%, and Pengding Holdings, Shenghong Technology, Shengyi Technology, and Hongxin Electronics had the highest gains.
Express News | The latest 10 billion private equity positions revealed! Deng Xiaofeng and Feng Liu move frequently
Express News | Shenghong Technology: PCB products for 1.6T optical modules have been tested
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