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Tech-driven momentum reignites! A-shares are back in the spotlight.
Yi Zhongtian has become a huge sensation!
Express News | A-Share Market Close: ChiNext Index Rises Nearly 2%; Over 3,000 Stocks Advance Across the Market
Benchuan Intelligence: PCB Production-to-Sales Ratio Reached Nearly 95% Last Year; Customized Robot PCBs and AI Server Ceramic Substrates Advancing in Parallel | Earnings Call Highlights
① BenChuan Intelligence reported dual growth in revenue and net profit for 2025, with a PCB production-to-sales ratio approaching 95%; ② The company has entered the commercial cleaning robot sector through an equity investment in Zhiyuan Robotics, focusing on customized PCBs, while its subsidiary Wanyue Optoelectronics possesses full-series ceramic substrate capabilities and is advancing into high-thermal-conductivity substrates for AI servers; ③ The industry forecasts a compound annual growth rate (CAGR) of 7.0% for the global PCB market from 2025 to 2030.
Stocks in the CPO concept sector collectively rose, with reports indicating that Hon Hai Precision Industry delivered CPO cabinets ahead of schedule and increased shipments fivefold.
Gelonghui, May 13 | CPO concept stocks in the A-share market collectively surged. Among them, Guangpu Co., Ltd. rose over 12%, KeChuan Technology hit a 10CM limit-up, BenChuan Intelligence increased by over 9%, Foxconn Industrial Internet climbed more than 8%, Xiechuang Data and Vogue Optoelectronics both rose over 7%, Mingshi Optical Magnetic,炬光科技 (Juli Technology), and Robotic Technology gained over 6%, while Tianfu Communication, Luxshare Precision, and Yingtang Intelligent Control all advanced over 5%. According to media reports from Taiwan, it has been rumored that Hon Hai Group’s 'all-optical CPO switch cabinet' has already been delivered ahead of schedule to major customer NVIDIA, with the shipment target significantly revised upward from the initial estimate of over 10,000 units by 2026 to exceeding that number cumulatively between 2026 and 2027.
Temporary trading halt imposed on Bencuan Convertible Bond during intraday session.
Gelonghui, May 7 | The Shenzhen Stock Exchange (SZSE) announced that the trading price of Bond Benchuan Convertible (123268) rose by or exceeded 30% compared to its issue price for the first time during intraday trading. In accordance with the 'Shenzhen Stock Exchange Convertible Corporate Bond Trading Implementation Rules' and other relevant regulations, the SZSE has implemented a temporary trading halt for this bond starting at 9:30:00 today. Trading will resume at 14:57:00.
Benchuan Intelligence: First Quarter Report for 2026